HR4739119th CongressWALLET

SHARE Plan Act

Sponsored By: Representative Suozzi, Thomas R. [D-NY-3]

Introduced

Summary

Creates a tax-advantaged employee equity plan to push companies to give stock to workers. This bill would set up a new SHARE plan regime that lowers corporate tax rates and makes distributed stock tax-favored for employees.

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  • Corporations: Eligible firms would get a 3 percentage point cut in the section 11(b) corporate tax rate for each year they qualify, subject to a cap tied to the market value of stock issued. Firms also get a deduction equal to the fair market value of stock they distribute under a SHARE plan.
  • Employees: Stock received through a SHARE plan would be excluded from employee gross income when received. Grants must meet participation and equality rules, vest within up to 5 years, and follow transfer and marketability rules so employees can realize value.
  • Program rules and administration: SHARE status requires being US domiciled, averaging 500+ full-time US employees, and meeting a SHARE ratio threshold of at least 5% or distributions equal to at least 1% of outstanding common stock. The bill caps individual grants at $250,000, allows aggregation across controlled groups, and directs Treasury to publish a list of SHARE corporations.

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Bill Overview

Analyzed Economic Effects

5 provisions identified: 3 benefits, 0 costs, 2 mixed.

Employee stock from SHARE plans tax-free

If enacted, you would not owe income tax on SHARE plan stock you receive. The exclusion would apply to stock you get after enactment, and only if it is SHARE plan stock under the bill’s rules.

Tax cuts for companies sharing stock

If enacted, qualifying companies would get a 3 percentage-point cut in their corporate tax rate. They could also deduct the fair market value of SHARE stock they give to employees in that year. But the total tax cuts over time could not be larger than the original issue value of the SHARE stock used. These changes would start for taxable years beginning more than one year after enactment.

Who qualifies for SHARE tax breaks

If enacted, a company would qualify only if it averages 500+ full-time U.S. employees, is U.S.-domiciled, and meets sharing tests. It must have at least a 5% SHARE ratio or give out at least 1% of its outstanding stock in the year. Private companies would need a valid valuation and real chances for employees to sell at fair value. The SHARE ratio would count certain non-comp grants from the prior 10 years, count convertibles on a fully diluted basis, exclude performance-based awards, and drop forfeited shares after two calendar years. Plans could cap grants at $250,000 per employee (FMV at issue), with that cap adjustable each year after 2025 for wage growth. Treasury could treat related companies as one group for plan coordination. These rules would apply to taxable years beginning more than one year after enactment.

Worker rules for SHARE stock plans

If enacted, eligible workers would be full-time U.S. employees paid under $250,000 in cash pay. For each distribution, the lowest-paid 80% of eligible workers must be included. Grants are generally equal per participating worker each year and must vest within up to 5 years, with faster vesting on retirement, termination without cause, or a change in control. Once vested, shares can be transferred. Employers could use an index fund or ETF instead of stock at equal fair value. These rules would apply starting with taxable years beginning more than one year after enactment.

Legal shield and public list for SHARE companies

If enacted, companies could not be blocked or fined under other laws for setting up, running, or making stock distributions under a SHARE plan. Treasury would also publish a yearly list of companies it identifies as SHARE corporations. These steps would start with taxable years beginning more than one year after enactment.

Sponsors & CoSponsors

Sponsor

Suozzi, Thomas R. [D-NY-3]

NY • D

Cosponsors

  • Kelly (PA)

    PA • R

    Sponsored 7/23/2025

  • Thompson (CA)

    CA • D

    Sponsored 7/23/2025

  • Rep. Fitzpatrick, Brian K. [R-PA-1]

    PA • R

    Sponsored 7/23/2025

  • Rep. Larson, John B. [D-CT-1]

    CT • D

    Sponsored 7/23/2025

  • Rep. Malliotakis, Nicole [R-NY-11]

    NY • R

    Sponsored 7/23/2025

  • Rep. Panetta, Jimmy [D-CA-19]

    CA • D

    Sponsored 7/23/2025

  • Rep. Tenney, Claudia [R-NY-24]

    NY • R

    Sponsored 7/23/2025

  • Sewell

    AL • D

    Sponsored 7/23/2025

  • Rep. Smucker, Lloyd [R-PA-11]

    PA • R

    Sponsored 7/23/2025

  • Rep. Horsford, Steven [D-NV-4]

    NV • D

    Sponsored 7/23/2025

  • Del. Norton, Eleanor Holmes [D-DC-At Large]

    DC • D

    Sponsored 7/29/2025

  • Bilirakis

    FL • R

    Sponsored 8/29/2025

  • Rep. Nunn, Zachary [R-IA-3]

    IA • R

    Sponsored 11/28/2025

Roll Call Votes

No roll call votes available for this bill.

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