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Retail

Shopify proposes share split and a 'founder share' for Tobi Lutke

Shopify plans a 10-for-1 share split and boost founder Tobi Lutke’s voting power

Shopify (TSX:SH., NYSE:SHOP) plans to overhaul its governance and share structures so the e-commerce giant can "capitalise on the massive opportunities for continued growth and value creation."

The Canadian group is seeking shareholder approval for a 10-for-1 share split and to issue a "founder share" for chief executive Tobi Lutke that would boost his voting power.

The company would issue a new, non-transferable founder share class to Lutke, giving the executive a total of 40% voting power when combined with his existing Class B shares.

A statement said the overhaul will "modernise Shopify’s governance structure and allow Shopify (TSX:SH., NYSE:SHOP) to remain mission-driven and merchant-obsessed while sustaining an innovative culture."

The plan needs to be approved by a two-thirds voting majority of shareholders.

"The shift to digital commerce has been supercharged over the last two years, permanently changing the landscape of our industry and positioning Shopify at a key inflection point in its growth story," said Robert Ashe, Shopify’s lead independent director in a statement.

"As we look ahead, the board undertook a careful review of Shopify’s governance structure to ensure the company is best positioned to capitalise on the massive opportunities for continued growth and value creation."

Shopify at present has class A shares with one vote apiece and Class B shares with 10 votes each. This gives Class B shareholders a controlling stake with about 51% of voting power.

The proposed 10-for-1 split of Shopify’s Class A and Class B shares is subject to the approval of at least two-thirds of the shareholder votes. If approved, investors will receive nine additional Class A shares or Class B shares for every one share held after the close of business on June 28, 2022.

Shopify shares were up 2.35% at US$617.38 on the NYSE on Monday.

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