Monitor the December 3 annual meeting vote outcome for director re-election and say-on-pay results; the 2025 CEO Performance Award (423.7M shares, none yet earned) remains a key governance topic for future filings.
How the stock moved after the report
⚠ Clustered NEUTRAL VIEWSTOCK ABOVE ENTRY AT T+1- T+0 · Oct 29 $399.81entry
- T+1 · 6d ago +1.00%α +1.48% · $403.82
- T+5 · due 12h ago Pending
- T+5 · todayOpen
- T+20 · in 22d Pending
- T+60 · in 3mo Pending
Price Chart
REPLAYWatch the reaction play outHow similar events traded
Executive Summary
Tesla filed additional definitive proxy soliciting materials (DEFA14A) urging shareholders to vote FOR all proposals at the December 3, 2026 annual meeting, including the re-election of Class I directors Elon Musk, Robyn Denholm, and JB Straubel. The filing is a routine management solicitation letter and website update with no new financial data or contested items.
Key Financial Metrics
Key Facts
- Annual meeting scheduled for December 3, 2026 at 3:00 PM CT
- Three Class I directors up for re-election: Elon Musk, Robyn Denholm, JB Straubel
- Management is soliciting votes FOR all proposals on the ballot
- FSD (Supervised) reached 1.74 million paid customers globally with ~75% attach rate in North America as of Q3 2026
- Annual revenue on trailing twelve-month basis exceeded $100 billion as of September 30, 2026
- Total shareholder return of 35,566% since IPO (June 29, 2010 through October 28, 2026)
- Tesla delivered more than 10 million vehicles to date
- Proxy solicitor engaged: Innisfree M&A Incorporated
Financial Impact
No new financial data; references trailing twelve-month revenue above $100 billion and TSR of 35,566% since IPO
Risk Factors
- Advisory say-on-pay vote on 2025 executive compensation could attract shareholder dissent given the size of the CEO Performance Award
- No shareholder proposals or contested director elections in this filing
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 4 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| DEFA14A Filing (Primary) | 0001104659-26-120263 |
| Document: 0001104659-26-120263-index-headers.html | 0001104659-26-120263 |
| Document: 0001104659-26-120263-index.html | 0001104659-26-120263 |
| Document: 0001104659-26-120263.txt | 0001104659-26-120263 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Nov 3, 2026 2d ago | Court Ruling | $385.19 | awaiting T+5 | awaiting T+5 | $343.69 (−10.77%) |
Nov 2, 2026 3d ago | DEFA14A | $398.50 | awaiting T+5 | awaiting T+5 | $343.69 (−13.75%) |
Oct 29, 2026 7d ago | DEFA14A | $399.81 | awaiting T+5 | awaiting T+5 | $343.69 (−14.04%) |
Oct 28, 2026 8d ago | Court Ruling | $403.30 $343.69 | ▼ −14.78% | ▼ −10.05% | $343.69 (−14.78%) |
Oct 27, 2026 9d ago | SC 13G/A | $404.22 $385.19 | ▼ −4.71% | ▼ −4.00% | $343.69 (−14.97%) |
Oct 26, 2026 10d ago | ANALYST-UPGRADE | $391.62 $399.81 | ▲ +2.09% | ▲ +3.35% | $343.69 (−12.24%) |
Oct 22, 2026 14d ago | ANALYST-UPGRADE | $374.58 $405.04 | ▲ +8.13% | ▲ +7.42% | $343.69 (−8.25%) |
Oct 22, 2026 14d ago | Court Ruling | $372.22 $399.81 | ▲ +7.41% | ▲ +7.97% | $343.69 (−7.66%) |
Oct 21, 2026 15d ago | 8-K | $374.58 $403.30 | ▼ −7.67% | ▼ −6.96% | $343.69 (+8.25%) |
Oct 19, 2026 17d ago | DEFA14A | $373.71 $406.02 | ▲ +8.65% | ▲ +8.62% | $343.69 (−8.03%) |
US Market Status
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