# Sources — Tesla, Inc. (TSLA) Reincorporation Publication **Firm**: Tesla, Inc. **Ticker**: TSLA **CIK**: 0001318605 **Exchange**: NASDAQ **Build date**: 2026-05-18 **Subsite version**: v1.0 **Canonical dataset**: `Reincorporation_Matrix_v6_2026-04-25_rev59.xlsx` **Project**: SMU Corporate Governance Initiative — Reincorporation Tracker **Project lead**: Shane Goodwin, PhD — sgoodwin@smu.edu This file documents every primary source cited on the Tesla publication subsite at `https://reincorporation-tracker.netlify.app/firms/TSLA/`. Format: Bluebook 21st edition. Entries marked `[VERIFY]` are not yet independently verified against the primary source. --- ## 1. SEC filings - Tesla, Inc., Definitive Proxy Statement (DEF 14A), 2024 Annual Meeting (Apr. 29, 2024). Accession 0001104659-24-053333. Available at https://www.sec.gov/Archives/edgar/data/1318605/000110465924053333/. [VERIFY] - Tesla, Inc., Current Report on Form 8-K (Item 5.07, Submission of Matters to a Vote of Security Holders) (June 14, 2024). Accession 0001104659-24-071439. Reports approval of (i) the redomiciliation from Delaware to Texas and (ii) re-ratification of the 2018 executive-compensation plan at the June 13, 2024 annual meeting. Available at https://www.sec.gov/Archives/edgar/data/1318605/000110465924071439/. [VERIFY] - Tesla, Inc., Current Report on Form 8-K (cover-page state change to Texas) (July 2, 2024). Accession 0001628280-24-030818. The canonical effective-date filing. Available at https://www.sec.gov/Archives/edgar/data/1318605/000162828024030818/. [VERIFY] - Tesla, Inc., Annual Report on Form 10-K, Fiscal Year 2024. [Accession to be verified.] Governance section to be cited for board composition, controlled-issuer status, and exclusive-forum framing. [DATA PENDING: 10-K accession + section pinpoint] - Tesla, Inc., Schedule 13D/G filings (Musk holdings disclosures). Index available at https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=0001318605&type=SC+13&dateb=&owner=include&count=40. [DATA PENDING: identify most-recent 13D/G governing reported voting/economic stake] ## 2. State corporate law - Del. Code Ann. tit. 8, § 266 (2024) (authorizing conversion of Delaware corporation to non-Delaware corporate form). Available at https://delcode.delaware.gov/title8/c001/sc09/index.shtml. [VERIFY] - Tex. Bus. Orgs. Code § 10.1085 (2024) (Texas receiving statute for converting entities; codifying continuation of legal existence post-conversion). Available at https://statutes.capitol.texas.gov/Docs/BO/htm/BO.10.htm. [VERIFY] - Tex. Bus. Orgs. Code § 21.552 (West 2025 supp.) (SB 29 elective derivative-standing threshold; 3% of voting power or $250K market-value alternative). Effective May 14, 2025. Available at https://statutes.capitol.texas.gov/Docs/BO/htm/BO.21.htm. [VERIFY] - Tex. Bus. Orgs. Code § 21.373 (West 2025 supp.) (SB 1057 elective shareholder-proposal threshold; $1M / 6-month). Effective May 14, 2025. Available at https://statutes.capitol.texas.gov/Docs/BO/htm/BO.21.htm. [VERIFY] - Tex. Bus. Orgs. Code § 21.4161 (jury-trial waiver in shareholder-litigation forum-selection clauses). [VERIFY] - Tex. S.B. 27, 89th Leg., R.S. (2023) (Texas Business Court establishment, effective Sept. 1, 2024). [VERIFY] ## 3. Federal law - SEC Rule 14a-9 (antifraud rule for proxy solicitations), 17 C.F.R. § 240.14a-9 (2024). Available at https://www.ecfr.gov/current/title-17/chapter-II/part-240/section-240.14a-9. [VERIFY] - SEC Rule 14a-8 (shareholder-proposal rule), 17 C.F.R. § 240.14a-8 (2024). Available at https://www.ecfr.gov/current/title-17/chapter-II/part-240/section-240.14a-8. [VERIFY] ## 4. Delaware Court of Chancery — Tornetta v. Musk - *Tornetta v. Musk*, C.A. No. 2018-0408-KSJM (Del. Ch. Jan. 30, 2024) (post-trial opinion rescinding Elon Musk's 2018 Tesla compensation package on the ground that the board's process and disclosures were materially flawed under Delaware fiduciary-duty law). Available at https://courts.delaware.gov/Opinions/Download.aspx?id=358500. [VERIFY] - *Tornetta v. Musk*, post-judgment remedy proceedings (Del. Ch. 2024–pending). [DATA PENDING: docket entries for remedy proceedings + any post-conversion supplemental briefing on the cure question] ## 5. Academic literature (methodology) - MacKinlay, A. Craig, *Event Studies in Economics and Finance*, 35 J. Econ. Literature 13 (1997). [VERIFY] - Patell, James M., *Corporate Forecasts of Earnings Per Share and Stock Price Behavior: Empirical Tests*, 14 J. Acct. Rsch. 246 (1976). [VERIFY] - Romano, Joseph P. & Michael Wolf, *Stepwise Multiple Testing as Formalized Data Snooping*, 73 Econometrica 1237 (2005). [VERIFY] - Benjamini, Yoav & Yosef Hochberg, *Controlling the False Discovery Rate: A Practical and Powerful Approach to Multiple Testing*, 57 J. Royal Stat. Soc'y B 289 (1995). [VERIFY] - Schuirmann, Donald J., *A Comparison of the Two One-Sided Tests Procedure and the Power Approach for Assessing the Equivalence of Average Bioavailability*, 15 J. Pharmacokinetics & Biopharmaceutics 657 (1987). [VERIFY] - Abadie, Alberto, Alexis Diamond & Jens Hainmueller, *Synthetic Control Methods for Comparative Case Studies: Estimating the Effect of California's Tobacco Control Program*, 105 J. Am. Stat. Ass'n 493 (2010). [VERIFY] - Arkhangelsky, Dmitry, Susan Athey, David A. Hirshberg, Guido W. Imbens & Stefan Wager, *Synthetic Difference-in-Differences*, 111 Am. Econ. Rev. 4088 (2021). [VERIFY] - Bollerslev, Tim, *Generalized Autoregressive Conditional Heteroskedasticity*, 31 J. Econometrics 307 (1986). [VERIFY] - Engle, Robert F., *Autoregressive Conditional Heteroscedasticity with Estimates of the Variance of United Kingdom Inflation*, 50 Econometrica 987 (1982). [VERIFY] - Callaway, Brantly & Pedro H.C. Sant'Anna, *Difference-in-Differences with Multiple Time Periods*, 225 J. Econometrics 200 (2021). [VERIFY] ## 5. Academic literature (corporate law) - [DATA PENDING: Bebchuk & Cohen on Delaware exit; Romano on charter competition; Cary on race to the bottom; Subramanian on takeover charter provisions; post-Tornetta law-review commentary] ## 6. News and trade press - Musk, Elon (@elonmusk), Tweet/post, X (formerly Twitter), Feb. 1, 2024 ("The public vote is unequivocally in favor of Texas! Tesla will move immediately to hold a shareholder vote to transfer state of incorporation to Texas."). Quoted in CNBC, *Elon Musk says Tesla will hold shareholder vote to incorporate in Texas* (Feb. 1, 2024). Available at https://www.cnbc.com/2024/02/01/elon-musk-tesla-will-hold-a-shareholder-vote-to-incorporate-in-texas.html. [VERIFY] - [DATA PENDING: Bloomberg Law / WSJ / FT coverage of Tornetta ruling and Tesla redomiciliation; ISS-Glass Lewis recommendations on the June 13, 2024 meeting; law-firm client alerts on the DGCL §266 / TBOC §10.1085 conversion mechanism] ## 7. Primary data - S&P Capital IQ Public Pricing — daily adjusted close (ticker TSLA + auto-industry peers + factor benchmarks), T−260 through T+10 around canonical event date. Proprietary; snapshot dated 2026-04-25. [DATA PENDING: per-firm Tesla pricing-panel pull] - S&P Capital IQ Public Ownership Detailed — 13F-family ownership snapshot (ticker TSLA), as of pre-event date. Proprietary. [DATA PENDING: per-firm Tesla ownership pull] - CRSP via WRDS — daily adjusted close, academic-grade cross-check. [DATA PENDING: per-firm Tesla CRSP pull] - Ken French Data Library — FF5 + UMD daily factors. Public. https://mba.tuck.dartmouth.edu/pages/faculty/ken.french/data_library.html. [VERIFY] - Tesla, Inc., official logo / wordmark. [DATA PENDING: source the official SVG from Tesla's IR press kit and document the URL] --- ## Pending verification (BUILD_MANUAL §25.4) The following `[DATA PENDING]` placeholders appear on Tesla's subsite pages and require independent verification to resolve: - **`event_study.test_count`** — per-firm test inventory count. Resolution: run the canonical event-study pipeline against Tesla's daily-close panel. - **`event_study.event_date_iso`** — canonical event-date selection (announcement vs effective). Resolution: pre-registration document in `06_PREREGISTRATION/`. - **`event_study.day_zero_ar_ff6_bno`**, **`event_study.day_zero_ar_ff6`**, **`event_study.cumulative_car_t10_p0`**, **`event_study.patell_p`**, **`event_study.romano_wolf_min_p`**, **`event_study.bh_corrected_min_p`** — Day-0 and leakage-window abnormal returns + inference. Resolution: per-firm event-study run. - **`event_study.synth_control_gap`**, **`event_study.bayesian_posterior_p_lt_neg2`**, **`event_study.garch_z`**, **`event_study.cross_firm_placebo_rank`**, **`event_study.in_time_placebo_rank`** — extension-battery results. Resolution: per-firm extensions run. - **`event_study.cohort_difference_pct`** — Tesla minus 20-firm SB-29-era-mover cohort average. Resolution: per-firm cohort comparator computation. - **`event_study.tost_p_equivalence`** — TOST equivalence p at ±1.5pp bound. Resolution: per-firm TOST run. - **`coalition.filers_total`**, **`coalition.individual_threshold_count`**, **`coalition.derivative_pairs_count`**, **`coalition.big_three_sum_pct`**, **`coalition.position_dates`** — 13F-family ownership arithmetic. Resolution: S&P Capital IQ Public Ownership Detailed snapshot for Tesla as of pre-event date. - **`statutory_analysis.opt_in_taxonomy.*`** — Tesla's Texas charter / bylaw opt-in elections under SB 29 / SB 1057 / §21.4161. Resolution: pull Tesla's current Texas charter and bylaws from the Texas Secretary of State's filing record; verify against Tesla's investor-relations governance documents. - **`event_study.headline_verdict`** — headline verdict line for the subsite. Resolution: composed from event-study results after the per-firm run. - **Logo SVG** — official Tesla wordmark. Resolution: download from Tesla investor-relations press kit; document source URL. - **OG card** — 1200×630 PNG. Resolution: generate via `build_og_card.py --ticker TSLA`. - **Replication kit files** (`daily_closes.csv`, `donor_weights.json`, `expected_results.json`, `event_study.py`, `event_study.R`, `event_study.do`, `README.md`, `HOW_TO_PULL_DATA.md`). Resolution: run `phase4v_event_study_all_firms.py --tickers TSLA` and stage outputs into `firms/TSLA/replication/`. --- **End of SOURCES.md v1.0 (TSLA) — Shane Goodwin, PhD, SMU Corporate Governance Initiative, 2026-05-18.** Bluebook 21st edition. `[VERIFY]` tags removed as entries are independently checked.