BT 2012 Annual Report Download - page 180

Additional information
Information for shareholders
Capital gains tax
The rights issue in June 2001 and the demerger of O2 in November 2001 adjusted the value, for capital gains tax (CGT) purposes, of BT shares.
Rights issue
An explanatory note on the effects of the rights issue on the CGT position relating to BT shareholdings is available from the Shareholder Helpline
(see page 188).
Demerger of O2 – CGT calculation
The confirmed official opening prices for BT Group and O2 shares on 19 November 2001 following the demerger were 285.75p and 82.75p,
respectively. This means that, of the total (combined) value of 368.50p, 77.544% is attributable to BT Group and 22.456% to O2. Accordingly, for
CGT calculations, the base cost of BT Group shares and O2 shares is calculated by multiplying the acquisition cost of a BT shareholding by 77.544%
and 22.456%, respectively.
Analysis of shareholdings at 31 March 2012
Ordinary shares
of 5p each
Number of Percentage Number of Percentage
holdings of total shares held of total
Range % millions %
1 – 399 408,674 39.19 86 1.05
400 – 799 283,082 27.15 158 1.94
800 – 1,599 202,004 19.37 226 2.77
1,600 – 9,999 142,829 13.70 430 5.27
10,000 – 99,999 5,112 0.49 95 1.16
100,000 – 999,999 598 0.06 221 2.71
1,000,000 – 4,999,999 308 0.03 700 8.60
5,000,000 and abovea,b,c,d 168 0.01 6,235 76.50
Totale1,042,775 100.00 8,151 100.00
a8m shares were held in trust by Ilford Trustees (Jersey) Limited for allocation to employees under the employee share plans.
bUnder the BT Group Employee Share Investment Plan, 82.7m shares were held in trust on behalf of 59,939 participants who were beneficially entitled to the shares. 218m shares were held in the
corporate nominee BT Group EasyShare on behalf of 97,025 beneficial owners.
c170m shares were represented by ADSs. An analysis by size of holding is not available for this holding.
d366.5m shares were held as treasury shares.
e11.5% of the shares were in 1,029,366 individual holdings, of which 87,463 were joint holdings, and 88.5% of the shares were in 13,409 institutional holdings.
As far as the company is aware, the company is not directly or indirectly owned or controlled by another corporation or by the Government or any
other foreign government or by any other natural or legal person severally or jointly. There are no arrangements known to the company, the
operation of which may at a subsequent date result in a change in control of the company.
The company’s major shareholders do not have different voting rights to those of other shareholders.
At 3 May 2012, there were 8,151,227,029 ordinary shares outstanding, including 364,096,071 shares held as treasury shares. At the same date,
approximately 17m ADSs (equivalent to 171m ordinary shares, or approximately 2.2% of the total number of ordinary shares outstanding on that
date) were outstanding and were held by 1,970 record holders of ADRs.
At 31 March 2012, there were 3,746 shareholders with a US address on the register of shareholders who in total hold 0.03% of the ordinary
shares of the company.
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BusinessStrategy
Performance
Governance
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