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Disney Investors

You can access your account information from our secure website by clicking on the Shareholder Login link. You can view and manage the following:

  • → View Account Information
  • → View Transaction History
  • → Buy, Sell & Transfer Shares
  • → View & Request Tax Forms
  • → Manage Dividends
  • → View Plan Prospectus

Visit The Walt Disney Company Investor Relations site to learn more about the company.

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Resources

ESPP Termination

Q. When is the Employee Stock Purchase Program (ESPP) being terminated?
A. The ESPP will be terminated July 18, 2014.

Q. How will the shares in my ESPP account be affected by the termination?
A. The shares in your ESPP account will be transferred to The Walt Disney Investment Plan (WDIP) on July 18, 2014, unless you request otherwise prior to the termination date.

Q. Why is the Employee Stock Purchase Program (ESPP) being terminated?
A. The viability of the ESPP is no longer possible due to low participation rates by Cast Members.

Q. When will the final ESPP payroll deduction occur?
A. The final ESPP deduction will occur on or before June 27, 2014 unless you discontinue your
participation beforehand.

Q What is The Walt Disney Investment Plan (WDIP)?
A. The Walt Disney Investment Plan is a direct stock purchase plan designed to provide investors with a convenient method to purchase shares of Disney common stock and to reinvest cash dividends in the purchase of additional shares.

Q. What if I don’t want to have my account participate in the WDIP?
A. If you would prefer not to participate in The Walt Disney Investment Plan, you may sell or transfer your ESPP shares prior to July 18, 2014.

• Shares in the ESPP may be sold online through the shareholder portal at www.disneyshareholder.com or by contacting our transfer agent, Broadridge Corporate Issuer Solutions, Inc. (“Broadridge”) toll-free at 1-855-55DISNEY (1-855-553-4763). Press 1, to enter your account number, and then press 3 to authorize the sale of shares.

• Shares in the ESPP may be transferred into a book-entry (DRS) position by submitting a request in writing to:

Disney Investor Relations
c/o Broadridge Corporate Issuer Solutions, Inc.
PO Box 1342
Brentwood, NY 11717-0718

Please include your account number with your transfer request. Selecting this option will result
in all whole shares being transferred and the sale of any fractional shares. Additionally, by
selecting this option future dividends will not be reinvested.

Q. How can I transfer the shares in my ESPP account to a brokerage account?
A. Provide your account information to your broker and they will request a transfer of shares from your account. Broadridge’s DTCC number is 7824. Only whole shares will be transferred; fractional shares will be sold as outlined in Program brochure.

Q. How can I continue investing in Disney?
A. Please refer to “Optional Cash Investments” in the Investment Plan Prospectus. The Prospectus is available at www.disneyshareholder.com under the “Need a Form?” section.

Q. Will my account number change?
A. No, your account number will not change.

Q. Will I need to create a new Shareholder Portal profile?
A. No, your profile will not change. Your ESPP transaction history will be transferred along with your shares.

Q. Can I request a stock certificate for my shares?
A. The Walt Disney Company no longer issues paper stock certificates.

Q. Will my cost basis information transfer to the Investment Plan?
A. Yes, your ESPP cost basis information will transfer to the Investment Plan.

Q. What are the fees associated with the WDIP?
A. The WDIP fees are outlined in the Plan Prospectus. The Plan Prospectus is available at
www.disneyshareholder.com under the “Need a Form?” section.

Q. Why were the fractional shares in my account sold?
A. All wholes shares for eligible accounts were transferred into the WDIP and any fractional shares were sold. If you previously completed a direct deposit form, the funds resulting from this sale, less any applicable fees, were credited to your bank account. If your account is not set up for direct deposit, a check for the sale proceeds will be mailed to your address or record.

Q. When will I receive a confirmation of the sale or transfer of my ESPP shares?
A. Statements will be mailed within a month after your ESPP transaction is processed.

Emp Stock Purchase Payroll Deduction

Employee Stock Purchase Program (ESPP) Payroll Deduction on the Disney HUB

Effective July 18, 2014 The Walt Disney Company’s Employee Stock Purchase Program (“ESPP”) will be terminated and all accounts will be transferred into The Walt Disney Investment Plan (“WDIP”). The ESPP is being terminated because of low participation rates relative to the cost of maintaining the program.

The Walt Disney Investment Plan is a direct stock purchase plan designed to provide investors with a convenient method to purchase shares of Disney common stock and to reinvest cash dividends in the purchase of additional shares.

While payroll deductions for the purchase of The Walt Disney Company stock through the ESPP will no longer be available (the final ESPP payroll deduction will occur on or before June 27, 2014), you will be able to continue purchasing shares through the WDIP. The Investment Plan prospectus is available at www.disneyshareholder.com and provides detailed information regarding the Plan, including associated fees.

If you would prefer not to participate in The Walt Disney Investment Plan, you may sell or transfer your ESPP shares prior to July 18, 2014. Shares currently held in the ESPP may be sold online through our shareholder portal at www.disneyshareholder.com or by accessing our automated voice response system at 1-855-55DISNEY (1-855-553-4763). Press 1 to enter your account number, and then press 3 to authorize the sale of shares.

The ESPP guidelines provide for an automatic transfer to the WDIP; therefore, unless you direct us otherwise, the shares in your ESPP account will be transferred into The Walt Disney Investment Plan on July 18, 2014.

Additional information regarding the termination of the Employee Stock Purchase Program is available in our Frequently Asked Questions at www.disneyshareholder.com and will be mailed to participants by May 16, 2014.

Please follow these instructions to add, change or stop your payroll deduction in the Employee Stock Purchase Program.  Note – you must first log-in to the Disney HUB in order to make these changes:

  • Sign-in to the Disney HUB
  • Select the Corporate tab at the top of the HUB’s main page
  • Select the Payroll Services button - located on the right side of the page
  • Under the Pay column select the last button at the bottom - Employee Stock Purchase Program Payroll Deduction
  • Under Employee Stock Purchase Program Signup
    • Specify your contribution by selecting either Dollar Amount or Percentage
    • Complete the required fields to  add, change or stop your payroll deduction (Select  0% or $0 to stop your contributions)
    • Select the Contribute button to confirm your entry

Please contact Disney payroll if you have any questions.

The Walt Disney Investment Plan - WDIP

What is the Walt Disney Plan?
The Walt Disney Company is pleased to offer The Walt Disney Company Investment Plan, a direct stock purchase plan designed to provide investors with a convenient method to purchase shares of Disney common stock and to reinvest cash dividends in the purchase of additional shares.

Key Features of the Plan, as of July 1, 2014:

  • If you currently own fewer than one share of Disney common stock, or do not currently own any shares of Disney common stock, you may join the Plan by completing an enrollment form and either making an initial cash investment of at least $100 or authorizing monthly deductions of at least $50 from a qualified bank account for the purchase of Disney common stock.
  • If you currently own at least one share of Disney common stock, registered in your name, you may participate in the Plan by completing and returning an enrollment form. If you own at least one share, but the share(s) is/are currently held by a bank or broker in its name (that is, in "street name"), you will need to instruct them to transfer the shares to Broadridge, in order to participate.
  • Once you have enrolled, you may make additional investments of $50 or more by check or money order or through automatic monthly deductions from a qualified bank account.
  • All cash dividends will be reinvested automatically in additional shares of Disney common stock.
  • As a participant, you may (but are not required to) deposit your Disney common stock certificates with Broadridge for safekeeping.
  • You may sell all or any portion of your Disney common stock through the Plan.
  • Participation in the Plan is subject to the payment of certain fees in connection with enrollment and purchase and sale of shares.

How Do I enroll in the WDIP?
You may download enrollment materials from this site by using our "Plan Wizard" on the bottom left of this page.

How do I set up automatic withdrawal?
You may access your account online from this site. You will be required to register as a user on the system to access your shareholder information; once registered your account information will be available to you immediately. Once in your account, you can go to the Banking Details section and add your specific details to your account. Access to your account is available to you 24/7.

You can also contact Broadridge by dialing (855) 553-4763, you will be able to request the form via our automated system or you can speak with a Representative and they will be able to assist you. This service is available Monday - Friday, 7:30 a.m. - 5:30 p.m. PST, excluding observed holidays.

Additionally, please note that our phone lines are very busy at the beginning of the week and during the morning hours of 7:30 - 11:00 a.m. We suggest that callers phone during our least busy hours which are in the late afternoon, and later in the week.

Completed forms, along with a check or money order made payable to the Disney Investment Plan should be mailed to:

Disney Investor Relations
c/o Broadridge Corporate Issuer Solutions
P.O. Box 1342
Brentwood, NY 11717

* Note: You must be 18 or older, or have the permission of your parent or guardian to dial this number.

How do I request a duplicate statement?
You may view statements online by accessing our Shareholder Portal.

How do I obtain an optional cash investment form?
You may download forms from this site.

 

Replacement Checks

Shareholder Replacement Checks 

Q. Why did I receive this check?

A. The check represents un-cashed dividends on shares of The Walt Disney Company common stock or proceeds from the sale of shares held in The Walt Disney Investment Plan (WDIP) or the Employee Stock Purchase Program (ESPP).

Q.  Does this check include the most recent dividend?

A.   This check includes the most recent dividend issued December 28, 2012.

Q. Why was I charged a fee for this replacement check?

A.  The Walt Disney Company incurred a number of expenses in order to provide you with this replacement check. We did not recoup all of our expenses, but we are using the fees to defray the expense of this program which include but are not limited to: re-printing, mailing, cancelling stale-dated checks, etc.   We encourage you to choose direct deposit of any monies due you in the future to avoid this problem (see below for instructions).

Q. Who is RCP Solutions?

A. RCP Solutions is a vendor hired by The Walt Disney Company to assist us with this replacement process.

Q. What happens if I don’t cash these re-issued checks?

A. Any check that goes un-cashed for more than 2 years becomes subject to your home state’s unclaimed property regulations.  Your state of residence will require us to hand over the value of the un-cashed check for safekeeping if they are not cashed within a timely manner.  If over the years too many checks remain un-cashed, many states now require that we give them the entire value of your account (including all shares).  We must comply with all state unclaimed property regulations and if your account remains dormant for too long because you don’t cash these checks, we will have no choice but to hand over the monies to the state.

Q. How do I sign up for direct deposit of my dividends or sale proceeds?

A. Please complete the Direct Deposit Form

Return the form to the following address:

Disney Investor Relations
c/o Broadridge Corporate Issuer Solutions
PO BOX 1342
Brentwood NY  11717

DRS - Direct Registration System

What is Direct Registration System?
Direct Registration System (DRS) allows Disney shareholders to hold shares directly and electronically with The Walt Disney Company without the need for a paper certificate. The shares will be held electronically with The Walt Disney Company's transfer agent, Broadridge Corporate Issuer Solutions.

What are the benefits of participating in DRS?
DRS eliminates the need to issue a paper stock certificate. Stock certificates can be lost, misplaced or damaged and depending on the number of shares, the shareholder will have to pay for a surety bond to replace certificates. DRS also allows a more convenient way to transfer shares from and to a financial institution/broker.

Is there a fee to participate in DRS?
No. There is no fee to participate in DRS.

Can I reinvest the dividend on my DRS shares?
Yes, you are able to reinvest the dividend on shares held in DRS as long as you meet the minimum requirements set forth in the Disney Investment Plan prospectus. You must be enrolled in the The Walt Disney Investment Plan in order for your dividends to be reinvested

How can I participate in DRS?
If you have Walt Disney stock certificate(s) and would like to have them deposited to DRS, please mail your certificate(s) along with a signed letter requesting certificates(s) be deposited to DRS. For your protection, we suggest sending stock certificates via certified mail to our street address:                                                                                                                                               

Disney Investor Relations
c/o Broadridge Corporate Issuer Solutions
P.O. Box 1342
Brentwood, NY 11717

Can I transfer my shares to and from a broker?
Yes. Please bring a copy of your most recent statement to your Broker and they will be able to initiate the transfer.

Transfer Agent

Who is the Transfer Agent?
Broadridge Corporate Issuer Solutions (“Broadridge”) is now the Stock Transfer Agent and Registrar for The Walt Disney Company.

Written Inquiries:
Disney Investor Relations
c/o Broadridge Corporate Issuer Solutions
P.O. Box 1342
Brentwood, NY 11717

Overnight Mail:
Disney Investor Relations
c/o Broadridge Corporate Issuer Solutions
1155 Long Island Avenue
Edgewood, NY 11717

Window Service:
400 North Brand Blvd., Suite 900
Glendale, CA 91203

Hours of Operation: Monday - Friday 8:30 a.m. to 5:30 p.m. Pacific Time

Are there any charges to transfer my shares of Disney Stock?
There will be no fees associated with the transfer of shares for your Walt Disney common stock.

Disney Shareholder Accounts

How can I find out how many shares are in my account at this time?
You may access your account online from this site. You must register as a user on the system to access your shareholder information; once registered you will gain immediate access to your account. You will see your account share & value balances on the Home Page which will be your Account Summary page.

Also note that you must be a registered shareholder to access this system. Brokerage firm holders can determine your current account balance by contacting your brokerage firm.

I enrolled in The Disney Investment  Plan by making an initial cash contribution. Will I receive a confirmation statement?
You can make an initial purchase of The Walt Disney Company Stock through our "Plan Wizard." You will be presented with information related to The Walt Disney Investment Plan and will have the option to mail in the purchase form or you can "Invest Now" online. By clicking "Invest Now" you will set-up your account and indicate your initial investment amount, which will be deducted electronically from the bank account details you provide. At the end of this process you will get a confirmation that this has been completed and you will also receive in the mail a "Welcome Packet" on your recent purchase. Broadridge will send statements regarding sales, buys, and transfers for all Plan participants. Statements are mailed to participants with account activity (i.e. sale, withdrawal or purchase) on a quarterly basis. Please note that if you do not have activity on your account during any given quarter, you will not receive a statement. If you do not receive a statement for a quarter in which you had activity, and would like a duplicate, you may contact Broadridge. For immediate confirmation, you can access your account online from this site. 

I moved recently; how can I change the address on my account?
You can access your account online and update your address from this site. Click on the Address Change link on the right hand side of your screen and make the update. The change will take effect immediately however you may need to refresh your page to see the update.

Also note that you must be a registered shareholder to access this system. Brokerage firm holders can update their address by contacting their brokerage firm directly.

I have lost my stock certificates, how do I replace them?
If a stock certificate is lost, stolen, destroyed, or never received, we require a signed letter faxed or mailed to our office. Our office address is Disney Investor Relations c/o Broadridge Corporate Issuer Solutions P.O. Box 1342 Brentwood, NY 11717 and our fax number is 1-215-553-5402. The letter should include the name(s) of the registered owner(s), the Disney account number, and the stock certificate number(s) lost, stolen or destroyed. Once we receive your letter of instruction, we will mail the necessary documents needed for replacement. Losses in excess of $5,000.01 will require a bond of 1% of the market value (4% for accounts registered outside the United States) or $65.00, whichever is greater. Requests for lost stock replacements are typically handled within 5 - 7 business days.

I would like to receive the latest Annual Report. How do I request one?
You may download the report online from: Disney Investor Relations

I enrolled in the Disney Investment  Plan and wish to make an optional cash investment, how do I do that?
You may purchase additional shares online by logging into your account from this site and selecting "Plan Options" next to the Disney Investment Plan.

How do I sign up for the automatic monthly withdrawal feature for my Disney Investment account?
You can access your account online and set up Direct Debit banking instructions from this site. You will be required to register as a user on the system to access your shareholder information; once registered you will gain immediate access to your account.

Once you have entered the system, click on "Investments" and you will be able to indicate if this is a one-time purchase or reoccurring.

Also note that you must be a registered shareholder to access this system, brokerage firm holders cannot be participants in this plan.

Can I get a replacement for the latest dividend check; I never received it.
All checks, dividend or sales are valid for 180 days. If you never received or misplaced your check you will need a replacement. You can request a replacement of your check by accessing your account online and placing a stop on the check and a it will be replaced and mailed to you within 7-10 business days. You may also call Broadridge and replace it through the automated system or speak with a Representative to assist you. In addition, you may also submit this request in writing; please include the name(s) of the registered owner(s), your Disney account number, and a detail of the check(s) you did not receive. Your letter may be sent to:

Disney Investor Relations
c/o Broadridge Corporate Issuer Solutions
P.O. Box 1342
Brentwood, NY 11717

Please note that at least one of the registered owner(s) must sign the letter. You will receive your replacement check within 7-10 business days.

I have uncashed dividend checks that my bank won't cash, can I receive one consolidated payment for these?
If you require a consolidated replacement dividend check, please contact Broadridge, or submit your request in writing. Your written correspondence should include the name(s) of the registered owner(s), your Disney account number, and all uncashed check(s). Requests for replacement checks are handled within 7-10 business days.

I have recently discovered that the SSN# (or tax ID #) on my account is incorrect; how can I change this?
There are a number of ways you can certify your Tax Id Number.
1. You can certify your Tax Id Number online by accessing your account.
2. You may also contact Broadridge to request a W-9 form. Once you submit your correctly completed W-9 form, your social security number will be updated and certified to avoid further withholding. 

I didn't receive a statement for my last purchase with the Disney Investment Plan. May I have a duplicate?
Yes, you may request a duplicate statement through Broadridge at 855-55-DISNEY (1-855-553-4763)

How can I have the proceeds from the sale of my Employee Stock Purchase Program or Walt Disney Investment Plan directly deposited into my bank account?
You may set up your direct deposit account preferences by accessing your account or by completing the Direct Deposit of Sale Proceeds form and returning it to our office.

Written Inquiries:     
Disney Investor Relations
c/o Broadridge Corporate Issuer Solutions
P.O. Box 1342
Brentwood, NY 11717

Overnight Mail:     
Disney Investor Relations
c/o Broadridge Corporate Issuer Solutions
1155 Long Island Avenue
Edgewood, NY 11717

Window Service:
400 North Brand Blvd., Suite 900
Glendale, CA 91203
Hours of Operation: Monday - Friday 9:00 a.m. to 5:30 p.m. Pacific Time


 

Financial Publications

How can I obtain a copy of your annual report?
You may access this report online at: Investor Relations

How can I obtain SEC documents such as prospectus, a 10-k, or a 10-Q?
You may access this report online at: Investor Relations

Where can I find Historical Financial Information?
You may access this report online at: Investor Relations

Stock Split History

When has Disney stock split?

Record dates:

June 19, 1998
April 20, 1992
February 10, 1986
December 6, 1972
February 4, 1971
October 26, 1967
August 17, 1956

Annual Meeting of Shareholders

Q: Where and when will the 2015 Annual Meeting of Shareholders be held?

The Board of Directors of The Walt Disney Company has not yet set the date and location of the Company's 2015 annual meeting of shareholders.

Key Contacts

  • Investor Inquiries

    Disney Investor Relations
    c/o Broadridge Corporate Issuer Solutions
    P.O. Box 1342
    Brentwood, NY 11717
    Phone:1-855-553-4763
    Fax: 1-215-553-5402
    Email

    When inquiring via e-mail, please provide the answers to the following security questions for account verification so that we may more quickly respond to your inquiry:

    1. The name of the investor as it appears on the account registration.
    2. The address as it appears on the account.
    3. Account number, if known.
    4. The last 4 digits of the Tax ID number (SSN/TIN) on the account, if applicable.
    5. Indicate if you are the investor; if not, state your relationship to the investor.

    For Overnight Mail
    Disney Investor Relations
    c/o Broadridge Corporate Issuer Solutions
    1155 Long Island Avenue
    Edgewood, NY 11717