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专栏 - 苹果2_0

苹果未来掌门人大举抛售股票

Philip Elmer-DeWitt 2012年05月04日

苹果(Apple)公司内部流传着一个老笑话,那就是史蒂夫·乔布斯周围是一片“现实扭曲力场”:你离他太近的话,就会相信他所说的话。苹果的数百万用户中已经有不少成了该公司的“信徒”,而很多苹果投资者也赚得盆满钵满。不过,Elmer-DeWitt认为,在报道苹果公司时有点怀疑精神不是坏事。听他的应该没错。要知道,他自从1982年就开始报道苹果、观察史蒂夫·乔布斯经营该公司。
上周五,苹果iPhone及iPad软件部负责人抛售了64,151股苹果股票,价值3,870万美元。不过,这并不意味着这位未来有望接管苹果的高管已经萌生退意,因为苹果为了留住他,还另外开出了天价支票。

斯科特•福斯特 图片来源:SplatF.com

    上周五,斯科特•福斯特干了件惊天动地的大事。

    苹果(Apple)负责iOS软件部的高级副总裁、经常被一些人当作史蒂夫•乔布斯和蒂姆•库克接班人提起的福斯特最近抓住苹果股价相对较高(并非最高点)这一良机,在短短一天之内,以601至605美元的交易价格,一共售出了64,151股苹果股票,共计收入3,870万美元。【美国证监会Form 4报告(SEC Form 4)】

    这些股票是苹果于2008年奖励给福斯特的,当时一共12万股,上月刚刚解禁。3月24日时,其中55,849股被当作税款扣除。目前福斯特仍然持有的股票仅剩2,988股,按照周五的收盘价格,价值180万美元。

    虽然福斯特售出了手中持有的95%苹果股票,但这并不意味着他打算离开苹果。福特特目前还手握两项更为丰厚的激励奖金。

    • 2010年,苹果授予福斯特10万股受限股票(RSUs),将于2014年解禁。

    • 2011年,苹果再度授予福斯特15万股受限股票,如果福斯特一直留在公司,这些股票将分两次,分别于2013年和2016年解禁,每次数量均为7.5万股。

    Scott Forstall took home a chunk of change Friday.

    Taking advantage of Apple's (AAPL) relatively high (but not record) share price, the company's senior vice president for iOS software -- someone often mentioned as possible successor to Steve Jobs and Tim Cook -- sold 64,151 shares at prices ranging from $601 to $605 to clear $38.7 million in one day. (SEC Form 4.)

    The shares were the remains of a 120,000-share retention bonus that was granted in 2008, vested last month and reduced by 55,849 shares on March 24 to pay taxes. Forstall still holds 2,988 Apple shares worth, at Friday's closing price, $1.8 million.

    Although the sale represented 95% of Forstall's current Apple holdings, that doesn't mean he's getting ready to leave the company. He has two more retention bonuses in the wings:

    • 100,000 restricted stock units (RSUs) that were granted in 2010 and vest in 2014

    • 150,000 RSUs granted in 2011 that vest in equal parts in 2013 and 2016, provided he stays with the company

    受限股票,再加上70万美元的年薪,这样诱人的条件足以留住一个人。如果按照一些分析师预测的,苹果股价在明年能攀上1,000美元高峰,福斯特将大发横财,一夜坐拥2.5亿美元。

    这可真是天大一笔钱。

    不过我们也要看到:福斯特所负责的软件部横跨iPhone和iPad平台,而后两者在上季度苹果390亿美元的营收中占据了足足290亿美元。

    你这下应该明白,为什么那帮人要拼命挽留福斯特了吧。

    译者:项航

    Those RSUs, on top of Forstall's $700,000 annual salary, are a powerful incentive to stick around. If Apple is headed to $1,000 per share within the next year, as some analysts suggest, Fostall could be looking at a windfall worth at least a quarter of a billion dollars.

    That's an awful lot of money.

    But consider this: Forstall runs the software division that was responsible, between the iPhone and iPad, for $29 billion of Apple's $39 billion total sales last quarter.

    You can see why they might want him to stay.

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