Apple LogoApple directors Bill Campbell and Millard Drexler recently exercised and sold more than 42,000 Director Stock Options according to documents filed today with the SEC.

Drexler, the chairman and CEO of clothing retailer J. Crew, exercised a series of Director Stock Option grants from 2007, 2008, 2009 and 2010, for a total of 32,562 shares at exercise prices ranging from $113.62 to $202. He then turned around and sold the shares for roughly $449 each. Drexler netted roughly $9.5 million from the haul, the stock options being by far the most significant benefit of being on Apple's Board of Directors.

Campbell, who is chairman and the former CEO of intuit -- and the longest tenured director at Apple -- exercised a 10,000-share Director option grant at a strike price of $10.19. He then sold the stock for $440/share, for a net of $4.3 million.

Apple Non-Employee Directors typically make $50,000 per year in cash plus an additional stipend for serving on the various director committees. Tim Cook does not receive any additional pay for serving on the board.

In addition, under the Company’s Board of Directors Equipment Program, each Non-Employee Director is eligible to receive, upon request and free of charge, one of each new product introduced by the Company and is eligible to purchase additional equipment at a discount.

Top Rated Comments

roninnder Avatar
148 months ago
That's a sweet ass deal; any new product released. True first world problems right there.

First world problem? What problem are you referring to?

A first world problem is when your Bentley is in the shop so you have to decide whether to take your Ferrari or your BMW to the premier of "Jobs."
Score: 2 Votes (Like | Disagree)
GoCubsGo Avatar
148 months ago
As roninnder pointed out, there's no real problem there...

But if one of them starts complaining that their free computer was considered a taxable benefit and they had to pay taxes on it, now that would be a first world problem!

Sorry if you misunderstood and misread my post, but I didn't say there was a problem so much as I said "first world problems" to have that kind of cash and still get free ****. It wasn't aiming at anything else.
Score: 1 Votes (Like | Disagree)
bgillander Avatar
148 months ago
That's a sweet ass deal; any new product released. True first world problems right there.

As roninnder pointed out, there's no real problem there...

But if one of them starts complaining that their free computer was considered a taxable benefit and they had to pay taxes on it, now that would be a first world problem!
Score: 1 Votes (Like | Disagree)
macs4nw Avatar
148 months ago
Apple Non-Employee Directors typically make $50,000 per year in cash plus an additional stipend for serving on the various director committees. Tim Cook does not receive any additional pay for serving on the board.

In addition, under the Company's Board of Directors Equipment Program, each Non-Employee Director is eligible to receive, upon request and free of charge, one of each new product introduced by the Company and is eligible to purchase additional equipment at a discount.

Article Link: Apple Directors Bill Campbell and Millard Drexler Exercise and Sell Stock Options Worth $13.8 Million (https://www.macrumors.com/2013/07/31/apple-directors-bill-campbell-and-millard-drexler-exercise-and-sell-stock-options-worth-13-8-million/)

A nice little perq to be sure, but just gravy to these directors, most of whom are well-heeled current or former executives.

.....Campbell, who is chairman and the former CEO of intuit -- and the longest tenured director at Apple -- exercised a 10,000-share Director option grant (http://www.sec.gov/Archives/edgar/data/320193/000118143113042044/xslF345X03/rrd386813.xml) at a strike price of $10.19. He then sold the stock for $440/share, for a net of $4.3 million.....

Article Link: Apple Directors Bill Campbell and Millard Drexler Exercise and Sell Stock Options Worth $13.8 Million (https://www.macrumors.com/2013/07/31/apple-directors-bill-campbell-and-millard-drexler-exercise-and-sell-stock-options-worth-13-8-million/)

These board members currently or previously involved with other tech companies, are always a bit of a double-edged sword: On the one hand they bring an incalculable amount of know-how and savvy to a company's boardroom, but on the flipside, with their intimate knowledge of the business plans of at least two companies, there is an undeniable potential for a conflict of interest, and by the time they excuse themselves from their tenure, the damage may have already been done.
Score: 1 Votes (Like | Disagree)
Dulcimer Avatar
148 months ago
QFT.
Probably means nothing, but why does it seem more and more head honchos are either leaving Apple or selling large amounts of stock options around the same time (coincidence or selling high)? Are Capital Gains taxes supposed to increase, thus selling now?

Recent S.V.P.'s officially out:

- Mansfield: Came and went, then, came back and now going. (too many years in and out)
- Forestall: well, that wasn't a surprise (2012)
- Browett: Ditto there (guy didn't last a year) (2012)
- Allison Johnson: Marketing communications VP left company after 6 years (2011)
- Richard Williamson: Fired by Eddie Cue over iOS "Maps" (2012)
- Mark Papermaster: S.V.P. of Devices Hardware Engineering fired for alleged iPhone 4 "antenna gate" (2010)

What indication, if any, is related to selling stock options? Does it mean analyst predictions/future trading spec's are low, thus selling high?

Selling stock options:

- Drexler: Former CEO of GAP/Sub-brands for years before Apple
- Bill Campbell: Never heard of him :o
- Peter Oppenheimer: Apple CFO recently sold $16.4 Million in AAPL Stock

Cook is CEO and head of retail, Ive is S.V.P. of Industrial Design and now iOS design.

My spidey senses are tingling.

You got a few thinks wrong there. For one, Mansfield hasn't left. He's in charge of "special projects." His removal from the executives team was his choice, as he didn't want to be distracted from the special wireless/semiconductors technology he's working on.

Many of the SVPs gone from the company that you listed were over failures or mistakes (Forstall, Browett, Williamson, Papermaster). To me, the firing of such individuals indicates a step forward for Apple because it shows the company's willingness to make changes. Most of these SVPs aren't a loss to the company.

As for selling stock, people do so in order to make money. Since this article focuses on board directors as opposed to actual company executives, I wouldn't be too concerned. In Oppenheimer's case (an Apple executive), he sold his stock under a schedule that dates back to November 2011, suggesting that his decision wasn't based on a belief of Apple's failure, especially back in 2011 when Apple was growing like crazy!

I think your spidey senses are a bit frayed. :D
Score: 1 Votes (Like | Disagree)
jlgolson Avatar
148 months ago
What indication, if any, is related to selling stock options? Does it mean analyst predictions/future trading spec's are low, thus selling high?
No indications. Campbell's options are from 2004 and were likely going to expire soon if he didn't use them. Drexler's are from a number of years ago as well.

It's routine for executives to sell stock in their companies as a way to diversify their holdings. It's not smart business sense to hold stock in all one company.

Plus, all of these guys know that they have many, many more shares coming their way via RSU grants that have not vested. They aren't actually selling "all" their stock -- just the stock they are actually allowed to sell!

Also, executives (not directors) are now required to hold a multiple of their yearly base salary in Apple stock.
Score: 1 Votes (Like | Disagree)

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