Summary
Expedia Group, Inc. (EXPE) filed an 8-K on June 5, 2019, to announce an amendment to its Agreement and Plan of Merger with Liberty Expedia Holdings, Inc. (LEXPE). The primary focus of this amendment is to revise the settlement terms for specific LEXPE stock options and shares in connection with the previously announced merger. Notably, "Cash-Settled Options" will now be settled in cash for the spread value, rather than Expedia Group common stock. For "Stock-Settled Options" and shares of LEXPE Series A and Series B common stock, the amendment establishes an exchange ratio of 0.36 shares of Expedia Group common stock for each LEXPE share (after accounting for exercise price for options), with a provision for rounding up to the next whole share. This change impacts how certain LEXPE equity holders will be compensated upon the merger's completion, moving away from potential cash-in-lieu of fractional shares for some to a fixed stock exchange ratio.
Key Highlights
- 1Expedia Group amended its merger agreement with Liberty Expedia Holdings, Inc. (LEXPE).
- 2The amendment revises the settlement method for specified LEXPE stock options and shares in the upcoming merger.
- 3Cash-settled LEXPE stock options will now be paid out in cash for their spread value.
- 4Stock-settled LEXPE stock options will be converted into Expedia Group common stock at an exchange ratio of 0.36 per option share (less exercise price).
- 5LEXPE Series A and Series B common stock will be converted into Expedia Group common stock at an exchange ratio of 0.36 per LEXPE share.
- 6The amendment includes rounding up provisions for the number of Expedia Group shares issued to holders of Stock-Settled Options and LEXPE Series A/B shares.
- 7This filing is primarily an update on the merger mechanics and does not appear to introduce new material terms to the overall transaction beyond the settlement methodology.