ShareValue News:
In 2006, Boeing made a stock payout to eligible participants in the ShareValue Trust program. Click here for tax-related information that applies to those filing U.S tax returns
What is the ShareValue Trust?
ShareValue Trust is an employee incentive plan that allows eligible employees to share in the results of their efforts to increase shareholder value over the long term. Funded by a $1.7 billion stock investment trust, employees may be awarded shares of Boeing stock at the end of each four-year investment period if certain stock thresholds are met.
Overview
- Nearly 191,000 full, part-time, retired and former employees of Boeing or a participating subsidiary are eligible for ShareValue Trust.
- Union-represented employees participate if their collective bargaining agreements include ShareValue Trust participation.
- The program - which runs for 14 years and ends in 2010 - features seven overlapping investment periods. Each period lasts four years (except Period 1, which expired in 1998 and covered two years). We are currently in Periods 6 and 7.
- For each program period, the value of the trust that exceeds 3 percent annual growth is distributed to eligible employees in the form of stock (partial shares in cash). International employees will receive cash in lieu of stock.
- The trust investment value can grow in two ways: 1) when the stock's market value increases over the long term and 2) when shares are added to the trust because dividends have been reinvested.
Contact information
For general comments or web issues, contact us at ShareValue Trust e-mail.
If you have questions regarding your stock from the ShareValue distribution in 2004, please contact Computershare , formerly EquiServe. You may visit Computershare's web site and send an e-mail from that site or call 888-777-0923 for information and assistance.