SHOR / ShorTel, Inc. - Pengajuan SECLaporan Tahunan, Pernyataan Proksi

SHOR / ShorTel, Inc. / Park West Asset Management LLC - AMENDMENT NO. 5 Passive Investment

SC 13G/A 1 shoretelsch13gam5dec2017.htm AMENDMENT NO. 5 UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G Under the Securities Exchange Act of 1934 (Amendment No. 5)* SHORETEL, INC. (Name of Issuer) Common Stock, $0.001 par value per share (Title of Class of Securities) 825211105 (CUSIP Number) December 31, 2017 (Date of Event Which Requires Filing of this Statem

ShorTel FORM 15-12B

Form 15-12B UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 15 CERTIFICATION AND NOTICE OF TERMINATION OF REGISTRATION UNDER SECTION 12(g) OF THE SECURITIES EXCHANGE ACT OF 1934 OR SUSPENSION OF DUTY TO FILE REPORTS UNDER SECTIONS 13 AND 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934. Commission File Number 001-33506 SHORETEL, INC. (Exact name of registrant as specified

Changes in Control of Registrant, Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements of Certain Officers, Amendments to Articles of Incorporation or Bylaws; Change in Fiscal Year, Entry into a Material Definitive Agreement, Termination of a Material Definitive Agreement, Material Modification to Rights of Security Holders, Notice of Delisting or Failure to Satisfy a Continued Listing Rule or Standard; Transfer of Listing, Creation of a Direct Financial Obligation or an Obligation under an Off-Balance Sheet Arrangement of a Registrant, Other Events

8-K 1 d396545d8k.htm 8-K UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT PURSUANT TO SECTION 13 or 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 Date of report (date of earliest event reported): September 25, 2017 SHORETEL, INC. (Exact Name of Registrant as Specified in its Charter) Delaware (State or Other Jurisdiction of Incorporation) 001-33506 77-

Amended and Restated Certificate of Incorporation of ShoreTel, Inc.

EX-3.1 2 d396545dex31.htm EX-3.1 Exhibit 3.1 FOURTH RESTATED CERTIFICATE OF INCORPORATION OF SHORETEL, INC. 1. Name. The name of the corporation is ShoreTel, Inc. (the “Corporation”). 2. Address; Registered Office and Agent. The address of the Corporation’s registered office is 1209 Orange Street, City of Wilmington, County of New Castle, State of Delaware 19801; and the name of its registered age

Amended and Restated By-laws of ShoreTel, Inc.

EX-3.2 3 d396545dex32.htm EX-3.2 Exhibit 3.2 FIFTH AMENDED AND RESTATED BY-LAWS of SHORETEL, INC. (A Delaware Corporation) TABLE OF CONTENTS Page ARTICLE 1 DEFINITIONS 1 ARTICLE 2 STOCKHOLDERS 2 ARTICLE 3 DIRECTORS 7 ARTICLE 4 COMMITTEES OF THE BOARD 9 ARTICLE 5 OFFICERS 9 ARTICLE 6 INDEMNIFICATION 11 ARTICLE 7 GENERAL PROVISIONS 13 i ARTICLE 1 DEFINITIONS As used in these By-laws, unless the cont

Mitel Completes Acquisition of ShoreTel Combined Company Ideally Positioned to Take Customers to the Cloud Seamlessly and Simply as a Global UCaaS Market Leader

EX-99.1 Exhibit 99.1 NEWS RELEASE Mitel Completes Acquisition of ShoreTel Combined Company Ideally Positioned to Take Customers to the Cloud Seamlessly and Simply as a Global UCaaS Market Leader OTTAWA, September 25, 2017 ? Mitel? (Nasdaq:MITL) (TSX:MNW), a global leader in business communications, today announced the completion of its acquisition of ShoreTel. With this addition, Mitel has acceler

ShorTel S-8 POS

S-8 POS As filed with the Securities and Exchange Commission on September 27, 2017 Registration No.

ShorTel S-8 POS

S-8 POS As filed with the Securities and Exchange Commission on September 27, 2017 Registration No.

ShorTel S-8 POS

S-8 POS As filed with the Securities and Exchange Commission on September 27, 2017 Registration No.

ShorTel S-8 POS

As filed with the Securities and Exchange Commission on September 27, 2017 Registration No.

ShorTel S-8 POS

S-8 POS As filed with the Securities and Exchange Commission on September 27, 2017 Registration No.

ShorTel S-8 POS

S-8 POS As filed with the Securities and Exchange Commission on September 27, 2017 Registration No.

ShorTel S-8 POS

S-8 POS As filed with the Securities and Exchange Commission on September 27, 2017 Registration No.

ShorTel S-8 POS

S-8 POS 1 d456605ds8pos.htm S-8 POS As filed with the Securities and Exchange Commission on September 27, 2017 Registration No. 333-193812 UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 POST-EFFECTIVE AMENDMENT NO. 1 TO FORM S-8 REGISTRATION STATEMENT UNDER THE SECURITIES ACT OF 1933 SHORETEL, INC. (Exact name of the Registrant as specified in its charter) Delaware 77-0443

ShorTel S-8 POS

S-8 POS 1 d461172ds8pos.htm S-8 POS As filed with the Securities and Exchange Commission on September 27, 2017 Registration No. 333-202108 UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 POST-EFFECTIVE AMENDMENT NO. 1 TO FORM S-8 REGISTRATION STATEMENT UNDER THE SECURITIES ACT OF 1933 SHORETEL, INC. (Exact name of the Registrant as specified in its charter) Delaware 77-0443

ShorTel S-8 POS

As filed with the Securities and Exchange Commission on September 27, 2017 Registration No.

ShorTel S-8 POS

S-8 POS As filed with the Securities and Exchange Commission on September 27, 2017 Registration No.

ShorTel S-8 POS

S-8 POS As filed with the Securities and Exchange Commission on September 27, 2017 Registration No.

SHOR / ShorTel, Inc. / GARDNER LEWIS ASSET MANAGEMENT L P Activist Investment

SC 13D/A 1 shor092617.htm UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13D Under the Securities Exchange Act of 1934 (Amendment No. 1)* ShoreTel, Inc. (Name of Issuer) Common Stock, $ 0.001 par value (Title of Class of Securities) 825211105 (CUSIP Number) Gardner Lewis Asset Management, L.P. Attn: Len Sorgini, Chief Compliance Officer 285 Wilmington West Chester

ShorTel SC 14D9/A

SC 14D9/A UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 14D-9 (Rule 14d-101) Solicitation/Recommendation Statement Under Section 14(d)(4) of the Securities Exchange Act of 1934 (Amendment No. 4) SHORETEL, INC. (Name of Subject Company) SHORETEL, INC. (Name of Person Filing Statement) Common Stock, par value $0.001 per share (Title of Class of Securities) 82521110

Mitel Networks SC TO-T/A

SC TO-T/A UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Amendment No. 4 to SCHEDULE TO Tender Offer Statement under Section 14(d)(1) or 13(e)(1) of the Securities Exchange Act of 1934 SHORETEL, INC. (Name of Subject Company (Issuer)) SHELBY ACQUISITION CORPORATION (Offeror) a wholly-owned subsidiary of MITEL US HOLDINGS, INC. (Parent) a wholly-owned subsidiary of MITEL NE

Mitel Completes Acquisition of ShoreTel Combined Company Ideally Positioned to Take Customers to the Cloud Seamlessly and Simply as a Global UCaaS Market Leader

EX-99.(a)(5)(I) Exhibit (a)(5)(I) NEWS RELEASE Mitel Completes Acquisition of ShoreTel Combined Company Ideally Positioned to Take Customers to the Cloud Seamlessly and Simply as a Global UCaaS Market Leader OTTAWA, September 25, 2017 ? Mitel? (Nasdaq:MITL) (TSX:MNW), a global leader in business communications, today announced the completion of its acquisition of ShoreTel. With this addition, Mite

SHOR / ShorTel, Inc. / GARDNER LEWIS ASSET MANAGEMENT L P Activist Investment

SC 13D 1 shor091117.htm UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13D Under the Securities Exchange Act of 1934 (Amendment No. )* ShoreTel, Inc. (Name of Issuer) Common Stock, $ 0.001 par value (Title of Class of Securities) 825211105 (CUSIP Number) Gardner Lewis Asset Management, L.P. Attn: Len Sorgini, Chief Compliance Officer 285 Wilmington West Chester Pi

ShorTel SC 14D9/A

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 14D-9 (Rule 14d-101) Solicitation/Recommendation Statement Under Section 14(d)(4) of the Securities Exchange Act of 1934 (Amendment No. 3) SHORETEL, INC. (Name of Subject Company) SHORETEL, INC. (Name of Person Filing Statement) Common Stock, par value $0.001 per share (Title of Class of Securities) 825211105 (CUSIP N

Mitel Announces Extension of the Tender Offer to Acquire ShoreTel until September 22, 2017

EX-99.(A)(5)(H) 2 d453996dex99a5h.htm EXHIBIT (A)(5)(H) Exhibit (a)(5)(H) News Release Mitel Announces Extension of the Tender Offer to Acquire ShoreTel until September 22, 2017 OTTAWA, ON – September 18, 2017 – Mitel Networks Corporation (“Mitel”) (Nasdaq: MITL) (TSX: MNW) today announced that the tender offer (the “Offer”) made by Mitel’s indirect, wholly-owned subsidiary (the “Offeror”) to acqu

Mitel Networks SC TO-T/A

SC TO-T/A UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Amendment No. 3 to SCHEDULE TO Tender Offer Statement under Section 14(d)(1) or 13(e)(1) of the Securities Exchange Act of 1934 SHORETEL, INC. (Name of Subject Company (Issuer)) SHELBY ACQUISITION CORPORATION (Offeror) a wholly-owned subsidiary of MITEL US HOLDINGS, INC. (Parent) a wholly-owned subsidiary of MITEL NE

ShorTel SC 14D9/A

SC 14D9/A UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 14D-9 (Rule 14d-101) Solicitation/Recommendation Statement Under Section 14(d)(4) of the Securities Exchange Act of 1934 (Amendment No. 2) SHORETEL, INC. (Name of Subject Company) SHORETEL, INC. (Name of Person Filing Statement) Common Stock, par value $0.001 per share (Title of Class of Securities) 82521110

Case 3:17-cv-05091 Document 1 Filed 08/31/17 Page 1 of 27

EX-99.(A)(5)(G) 2 d429165dex99a5g.htm EXHIBIT (A)(5)(G) Exhibit (a)(5)(G) Case 3:17-cv-05091 Document 1 Filed 08/31/17 Page 1 of 27 Joel E. Elkins (SBN 256020) [email protected] WEISSLAW LLP 9107 Wilshire Blvd., Suite 450 Beverly Hills, CA 90210 Telephone: 310/208-2800 Facsimile: 310/209-2348 Attorneys for Plaintiff [Additional counsel appear on signature page] UNITED STATES DISTRICT COURT N

Mitel Networks SC TO-T/A

SC TO-T/A UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Amendment No. 2 to SCHEDULE TO Tender Offer Statement under Section 14(d)(1) or 13(e)(1) of the Securities Exchange Act of 1934 SHORETEL, INC. (Name of Subject Company (Issuer)) SHELBY ACQUISITION CORPORATION (Offeror) a wholly-owned subsidiary of MITEL US HOLDINGS, INC. (Parent) a wholly-owned subsidiary of MITEL NE

Subsidiary Name

EX-21 2 h10046143x1ex21.htm EXHIBIT 21 Exhibit 21 Subsidiaries Subsidiary Name Jurisdiction ShoreTel International, Inc. Delaware, USA ShoreTel Australia Pty Ltd. Australia ShoreTel UK Ltd UK ShoreTel GmbH Germany ShoreTel Singapore Pte. Ltd. Singapore ShoreTel Canada Limited Canada ShoreTel Philippines Corporation Philippines ShoreTel Communications Private Limited India ShoreTel France SARL Fran

SHOR / ShorTel, Inc. FORM 10-K (Annual Report)

TABLE OF CONTENTS UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 10-K ☒ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the year ended June 30, 2017 or  o TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 Commission file number: 001-33506 SHORETEL, INC. (Exact name of Registrant as specifi

POWER OF ATTORNEY

EX-24.1 4 h10046143x1ex24-1.htm EXHIBIT 24.1 Exhibit 24.1 POWER OF ATTORNEY KNOW ALL PERSONS BY THESE PRESENTS that each individual whose signature appears below constitutes and appoints Allen Seto and Michael E. Healy, his or her true and lawful attorney-in-fact and agent with full power of substitution, for him or her and in his or her name, place and stead, in any and all capacities, to sign an

ShorTel SC 14D9/A

SC 14D9/A UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 14D-9 (Rule 14d-101) Solicitation/Recommendation Statement Under Section 14(d)(4) of the Securities Exchange Act of 1934 (Amendment No. 1) SHORETEL, INC. (Name of Subject Company) SHORETEL, INC. (Name of Person Filing Statement) Common Stock, par value $0.001 per share (Title of Class of Securities) 82521110

Case 3:17-cv-04988 Document 1 Filed 08/28/17 Page 1 of 17

Exhibit (a)(5)(F) Exhibit (a)(5)(F) Case 3:17-cv-04988 Document 1 Filed 08/28/17 Page 1 of 17 RACHELE R.

Case 5:17-cv-04865 Document 1 Filed 08/22/17 Page 1 of 17

Exhibit (a)(5)(C) Exhibit (a)(5)(C) Case 5:17-cv-04865 Document 1 Filed 08/22/17 Page 1 of 17 David E.

Mitel Networks SC TO-T/A

SC TO-T/A 1 d445706dsctota.htm SC TO-T/A UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Amendment No. 1 to SCHEDULE TO Tender Offer Statement under Section 14(d)(1) or 13(e)(1) of the Securities Exchange Act of 1934 SHORETEL, INC. (Name of Subject Company (Issuer)) SHELBY ACQUISITION CORPORATION (Offeror) a wholly-owned subsidiary of MITEL US HOLDINGS, INC. (Parent) a whol

Case 5:17-cv-04931 Document 1 Filed 08/24/17 Page 1 of 24

Exhibit (a)(5)(E) Exhibit (a)(5)(E) Case 5:17-cv-04931 Document 1 Filed 08/24/17 Page 1 of 24 Rosemary M.

Case 5:17-cv-04857 Document 1 Filed 08/21/17 Page 1 of 14

EX-99.(A)(5)(B) 2 d445706dex99a5b.htm EXHIBIT (A)(5)(B) Exhibit (a)(5)(B) Case 5:17-cv-04857 Document 1 Filed 08/21/17 Page 1 of 14 Rosemary M. Rivas (SBN 209147) [email protected] LEVI & KORSINSKY, LLP 44 Montgomery Street, Suite 650 San Francisco, CA 94104 Telephone: (415) 291-2420 Facsimile: (415) 484-1294 Attorneys for Plaintiff [Additional counsel on signature page] UNITED STATES DISTRICT COURT

Case 5:17-cv-04888 Document 1 Filed 08/23/17 Page 1 of 28

Exhibit (a)(5)(D) Exhibit (a)(5)(D) Case 5:17-cv-04888 Document 1 Filed 08/23/17 Page 1 of 28 BRODSKY & SMITH, LLC Evan J.

June 16, 2017

Exhibit (e)(4) Exhibit (e)(4) Execution Version June 16, 2017 CONFIDENTIAL Mitel Networks Corporation 350 Legget Dr, Kanata, ON K2K 1Y6, Canada Ladies and Gentlemen: In connection with the consideration of a possible acquisition between Mitel Networks Corporation (?Mitel?) and ShoreTel, Inc.

ShorTel SC 14D9

SC 14D9 Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.

Mitel Networks Corporation 350 Legget Drive Ottawa, Ontario K2K 2W7

Exhibit (e)(3) Exhibit (e)(3) Mitel Networks Corporation 350 Legget Drive Ottawa, Ontario K2K 2W7 July 11, 2017 ShoreTel, Inc.

Mitel Networks SC TO-T

SC TO-T 1 d404272dsctot.htm SC TO-T UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE TO Tender Offer Statement under Section 14(d)(1) or 13(e)(1) of the Securities Exchange Act of 1934 SHORETEL, INC. (Name of Subject Company (Issuer)) SHELBY ACQUISITION CORPORATION (Offeror) a wholly-owned subsidiary of MITEL US HOLDINGS, INC. (Parent) a wholly-owned subsidiary of M

OFFER TO PURCHASE FOR CASH All Outstanding Shares of Common Stock SHORETEL, INC. $7.50 NET PER SHARE SHELBY ACQUISITION CORPORATION a wholly-owned subsidiary of MITEL US HOLDINGS, INC. a wholly-owned subsidiary of MITEL NETWORKS CORPORATION

EX-99.(a)(1)(A) Table of Contents Exhibit (a)(1)(A) OFFER TO PURCHASE FOR CASH All Outstanding Shares of Common Stock of SHORETEL, INC. at $7.50 NET PER SHARE by SHELBY ACQUISITION CORPORATION (Offeror) a wholly-owned subsidiary of MITEL US HOLDINGS, INC. (Parent) a wholly-owned subsidiary of MITEL NETWORKS CORPORATION (Mitel) THE OFFER AND WITHDRAWAL RIGHTS WILL EXPIRE AT 5:00 P.M., NEW YORK CITY

Notice of Offer to Purchase for Cash All Outstanding Shares of Common Stock ShoreTel, Inc. $7.50 Net Per Share Pursuant to the Offer to Purchase dated August 17, 2017 Shelby Acquisition Corporation a wholly-owned subsidiary of Mitel US Holdings, Inc.

EX-99.(a)(1)(E) Exhibit (a)(1)(E) This announcement is neither an offer to purchase nor a solicitation of an offer to sell Shares (as defined below). The Offer (as defined below) is made only by the Offer to Purchase (as defined below), dated August 17, 2017, and the related Letter of Transmittal (as defined below) and any amendments or supplements thereto, and is being made to all holders of Shar

Offer to Purchase For Cash All Outstanding Shares of Common Stock SHORETEL, INC. $7.50 NET PER SHARE Pursuant to the Offer to Purchase dated August 17, 2017 SHELBY ACQUISITION CORPORATION a wholly-owned subsidiary of MITEL US HOLDINGS, INC. a wholly-

EX-99.(A)(1)(D) 5 d404272dex99a1d.htm EX-99.(A)(1)(D) Exhibit (a)(1)(D) Offer to Purchase For Cash All Outstanding Shares of Common Stock of SHORETEL, INC. at $7.50 NET PER SHARE Pursuant to the Offer to Purchase dated August 17, 2017 by SHELBY ACQUISITION CORPORATION a wholly-owned subsidiary of MITEL US HOLDINGS, INC. a wholly-owned subsidiary of MITEL NETWORKS CORPORATION THE OFFER AND WITHDRAW

June 16, 2017

EX-99.(D)(3) 7 d404272dex99d3.htm EX-99.(D)(3) Exhibit (d)(3) Execution Version June 16, 2017 CONFIDENTIAL Mitel Networks Corporation 350 Legget Dr, Kanata, ON K2K 1Y6, Canada Ladies and Gentlemen: In connection with the consideration of a possible acquisition between Mitel Networks Corporation (“Mitel”) and ShoreTel, Inc. (the “Company” and, together with Mitel, the “Parties” and each of them, a

LETTER OF TRANSMITTAL to Tender Shares of Common Stock SHORETEL, INC. $7.50 NET PER SHARE Pursuant to the Offer to Purchase dated August 17, 2017 SHELBY ACQUISITION CORPORATION a wholly-owned subsidiary of MITEL US HOLDINGS, INC. a wholly-owned subsi

EX-99.(a)(1)(B) Exhibit (a)(1)(B) LETTER OF TRANSMITTAL to Tender Shares of Common Stock of SHORETEL, INC. at $7.50 NET PER SHARE Pursuant to the Offer to Purchase dated August 17, 2017 by SHELBY ACQUISITION CORPORATION a wholly-owned subsidiary of MITEL US HOLDINGS, INC. a wholly-owned subsidiary of MITEL NETWORKS CORPORATION THE OFFER AND WITHDRAWAL RIGHTS WILL EXPIRE AT 5:00 P.M., NEW YORK CITY

Offer to Purchase For Cash All Outstanding Shares of Common Stock SHORETEL, INC. $7.50 NET PER SHARE Pursuant to the Offer to Purchase dated August 17, 2017 SHELBY ACQUISITION CORPORATION a wholly-owned subsidiary of MITEL US HOLDINGS, INC. a wholly-

EX-99.(A)(1)(C) 4 d404272dex99a1c.htm EX-99.(A)(1)(C) Exhibit (a)(1)(C) Offer to Purchase For Cash All Outstanding Shares of Common Stock of SHORETEL, INC. at $7.50 NET PER SHARE Pursuant to the Offer to Purchase dated August 17, 2017 by SHELBY ACQUISITION CORPORATION a wholly-owned subsidiary of MITEL US HOLDINGS, INC. a wholly-owned subsidiary of MITEL NETWORKS CORPORATION THE OFFER AND WITHDRAW

Safe Harbor Statement Important Information The tender offer for the outstanding shares of ShoreTel common stock to be conducted in connection with the proposed acquisition of ShoreTel referenced in this communication has not yet commenced. This comm

EX-99.1 Mitel + ShoreTel: Stronger Together Oppenheimer 20th Annual Technology, Internet & Communications Conference Steve Spooner, CFO August 9th, 2017 Exhibit 99.1 Safe Harbor Statement Important Information The tender offer for the outstanding shares of ShoreTel common stock to be conducted in connection with the proposed acquisition of ShoreTel referenced in this communication has not yet comm

Mitel Networks SC TO-C

SC TO-C UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE TO (RULE 14d-100) Tender Offer Statement Pursuant to Section 14(d)(1) or 13(e)(1) of the Securities Exchange Act of 1934 SHORETEL, INC. (Name of Subject Company) SHELBY ACQUISITION CORPORATION (Offeror) A wholly-owned subsidiary of MITEL U.S. HOLDINGS, INC. (Parent of Offeror) A wholly-owned subsidiary of MITE

Audio Transcript

EX-99.1 2 s001811x1ex99-1.htm EXHIBIT 99.1 Exhibit 99.1 Audio Transcript Hey everyone, it’s Don. I wanted to follow up and share some information since the announced signing of the definitive agreement with Mitel last Thursday. First, thanks for all the questions you have submitted to the AskDon email. A lot of great questions were asked and I addressed most of them during the webinars but I wante

ShorTel SCHEDULE 14D-9C

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 14D-9 Solicitation/Recommendation Statement Under Section 14(d)(4) of the Securities Exchange Act of 1934 SHORETEL, INC. (Name of Subject Company) SHORETEL, INC. (Name of Person Filing Statement) Common Stock, par value $0.001 per share (Title of Class of Securities) 825211105 (CUSIP Number of Class of Securities) Don

ShoreTel Reports Financial Results for Fourth Quarter and Fiscal Year 2017

ShoreTel Reports Financial Results for Fourth Quarter and Fiscal Year 2017 Full Year 2017 Hosted Revenue Growth of 19%; Fourth Quarter Total Revenue Reached Record Level SUNNYVALE, Calif.

Financial Statements and Exhibits, Results of Operations and Financial Condition

8-K 1 v4721228k.htm 8-K UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 OR 15(d) of The Securities Exchange Act of 1934 Date of Report (Date of earliest event reported) August 2, 2017 SHORETEL, INC. (Exact name of registrant as specified in its charter) Delaware 001-33506 77-0443568 (State or other jurisdiction of incorporation

Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements of Certain Officers

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT PURSUANT TO SECTION 13 or 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 Date of report (Date of earliest event reported): July 26, 2017 SHORETEL, INC. (Exact Name of Registrant as Specified in its Charter) Delaware (State or Other Jurisdiction of Incorporation) 001-33506 77-0443568 (Commission File Numbe

Mitel Networks SC TO-C

SC TO-C UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE TO (RULE 14d-100) Tender Offer Statement Pursuant to Section 14(d)(1) or 13(e)(1) of the Securities Exchange Act of 1934 SHORETEL, INC. (Name of Subject Company) SHELBY ACQUISITION CORPORATION (Offeror) A wholly-owned subsidiary of MITEL U.S. HOLDINGS, INC. (Parent of Offeror) A wholly-owned subsidiary of MITE

Important Information

EX-99.1 Exhibit 99.1 Important Information The tender offer for the outstanding shares of ShoreTel common stock to be conducted in connection with the proposed acquisition of ShoreTel referenced in this communication has not yet commenced. This communication is for informational purposes only and is neither an offer to purchase nor a solicitation of an offer to sell shares of ShoreTel common stock

HSBC BANK

EX-10.2 Exhibit 10.2 EXECUTION VERSION BANK OF MONTREAL CITIZENS BANK, N.A. HSBC BANK CANADA CANADIAN IMPERIAL BANK OF COMMERCE 100 King Street West 4th Floor Toronto, ON M5X 1H3 28 State Street Boston, MA 02109 70 York St. Toronto, ON M5J 1S9 161 Bay Street Toronto, ON M5J 2S8 BMO CAPITAL MARKETS CORP. 3 Times Square New York, NY 10036 CONFIDENTIAL July 26, 2017 Mitel Networks Corporation Mitel U

Mitel announces definitive agreement to acquire ShoreTel Consolidation accelerates Mitel’s move to high-growth UCaaS market

EX-99.1 5 d399993dex991.htm EX-99.1 Exhibit 99.1 News Release Mitel announces definitive agreement to acquire ShoreTel Consolidation accelerates Mitel’s move to high-growth UCaaS market • Accelerates Mitel’s path to growth • Delivers attractive shareholder value with $60 million in expected synergies • Moves Mitel into a #2 position in UCaaS market • Expected to be accretive in the first year OTTA

Mitel Networks FORM 8-K

Form 8-K UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 Date of Report (Date of earliest event reported): July 26, 2017 MITEL NETWORKS CORPORATION (Exact Name of Registrant as Specified in its Charter) Canada 001-34699 98-0621254 (State or Other Jurisdiction of Incorporation) (Co

AGREEMENT AND PLAN OF MERGER by and among MITEL US HOLDINGS, INC., SHELBY ACQUISITION CORPORATION, SHORETEL, INC. MITEL NETWORKS CORPORATION Dated as of July 26, 2017

EX-2.1 Table of Contents Exhibit 2.1 Execution Version AGREEMENT AND PLAN OF MERGER by and among MITEL US HOLDINGS, INC., SHELBY ACQUISITION CORPORATION, SHORETEL, INC. and MITEL NETWORKS CORPORATION Dated as of July 26, 2017 Table of Contents TABLE OF CONTENTS Page ARTICLE I THE OFFER AND THE MERGER 2 Section 1.1 The Offer 2 Section 1.2 Company Actions 5 Section 1.3 The Merger 6 Section 1.4 Closi

TENDER SUPPORT AGREEMENT

EX-10.1 3 d399993dex101.htm EX-10.1 Exhibit 10.1 EXECUTION VERSION TENDER SUPPORT AGREEMENT This TENDER SUPPORT AGREEMENT (this “Agreement”), dated as of July 26, 2017, is entered into by and among MITEL US HOLDINGS, INC., a Delaware corporation (“Parent”), SHELBY ACQUISITION CORPORATION, a Delaware corporation and a wholly owned subsidiary of Parent (“Merger Sub”), and the Person set forth on Sch

Employee FAQ

Exhibit 99.3 Employee FAQ About the Announcement What was announced today? ? Today we announced a definitive agreement in which Mitel will acquire all outstanding shares of ShoreTel in an all cash transaction valued $7.50 per share. ? The close date for the transaction is expected in the third calendar quarter of 2017. ? This is an exciting time in ShoreTel?s history. As part of Mitel, ShoreTel wi

Draft ShoreTel Employee Letter

Exhibit 99.2 Draft ShoreTel Employee Letter Today we issued a press release to announce that we have entered into a definitive agreement to be acquired by Mitel. This completes the board of directors? strategic alternatives review process. Under the terms of the agreement, Mitel will acquire all outstanding shares of ShoreTel for $7.50 per share in cash, for a total purchase price of $526 million.

ShorTel FORM SC14D9C

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 14D-9 Solicitation/Recommendation Statement Under Section 14(d)(4) of the Securities Exchange Act of 1934 SHORETEL, INC. (Name of Subject Company) SHORETEL, INC. (Name of Person Filing Statement) Common Stock, par value $0.001 per share (Title of Class of Securities) 825211105 (CUSIP Number of Class of Securities) Don

Mitel announces definitive agreement to acquire ShoreTel Consolidation accelerates Mitel’s move to high-growth UCaaS market

Exhibit 99.1 News Release Mitel announces definitive agreement to acquire ShoreTel Consolidation accelerates Mitel?s move to high-growth UCaaS market ? Accelerates Mitel?s path to growth ? Delivers attractive shareholder value with $60 million in expected synergies ? Moves Mitel into a #2 position in UCaaS market ? Expected to be accretive in the first year OTTAWA, ON and SUNNYVALE, CA ? July 27,

Entry into a Material Definitive Agreement, Financial Statements and Exhibits

8-K 1 s001799x18k.htm FORM 8-K UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT PURSUANT TO SECTION 13 or 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 Date of report (date of earliest event reported): July 26, 2017 SHORETEL, INC. (Exact Name of Registrant as Specified in its Charter) Delaware (State or Other Jurisdiction of Incorporation) 001-33506 77

TENDER SUPPORT AGREEMENT

Exhibit 10.1 Execution Version TENDER SUPPORT AGREEMENT This TENDER SUPPORT AGREEMENT (this ? Agreement?), dated as of July 26, 2017, is entered into by and among MITEL US HOLDINGS, INC., a Delaware corporation (? Parent?), SHELBY ACQUISITION CORPORATION, a Delaware corporation and a wholly owned subsidiary of Parent (? Merger Sub?), and the Person set forth on Schedule A (? Stockholder?). WHEREAS

AGREEMENT AND PLAN OF MERGER by and among MITEL US HOLDINGS, INC., SHELBY ACQUISITION CORPORATION, SHORETEL, INC. MITEL NETWORKS CORPORATION Dated as of July 26, 2017

EX-2.1 2 s001799x1ex2-1.htm EXHIBIT 2.1 TABLE OF CONTENTS Exhibit 2.1 Execution Version AGREEMENT AND PLAN OF MERGER by and among MITEL US HOLDINGS, INC., SHELBY ACQUISITION CORPORATION, SHORETEL, INC. and MITEL NETWORKS CORPORATION Dated as of July 26, 2017 TABLE OF CONTENTS TABLE OF CONTENTS Page ARTICLE I THE OFFER AND THE MERGER 2 Section 1.1 The Offer 2 Section 1.2 Company Actions 4 Section 1

Mitel Reports June Quarter Results Announces Agreement to Acquire ShoreTel

EX-99.2 Exhibit 99.2 Media Release OTTAWA, July 27, 2017 Mitel Reports June Quarter Results Announces Agreement to Acquire ShoreTel Mitel? (Nasdaq:MITL) (TSX:MNW), a global leader in enterprise communications, today announced financial results for the second quarter ended June 30, 2017. ?During the quarter, Mitel experienced a distinct acceleration by its customers into hosted cloud solutions and

Safe Harbor Statement Important Information The tender offer for the outstanding shares of ShoreTel common stock to be conducted in connection with the proposed acquisition of ShoreTel referenced in this communication has not yet commenced. This comm

EX-99.3 Mitel + ShoreTel: Stronger Together ShoreTel Transaction and Q2 Results: Supplementary Conference Call Slides July 27, 2017 Exhibit 99.3 Safe Harbor Statement Important Information The tender offer for the outstanding shares of ShoreTel common stock to be conducted in connection with the proposed acquisition of ShoreTel referenced in this communication has not yet commenced. This communica

Mitel Networks SC TO-C

SC TO-C UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE TO (RULE 14d-100) Tender Offer Statement Pursuant to Section 14(d)(1) or 13(e)(1) of the Securities Exchange Act of 1934 SHORETEL, INC. (Name of Subject Company) SHELBY ACQUISITION CORPORATION (Offeror) A wholly-owned subsidiary of MITEL U.S. HOLDINGS, INC. (Parent of Offeror) A wholly-owned subsidiary of MITE

Mitel announces definitive agreement to acquire ShoreTel Consolidation accelerates Mitel’s move to high-growth UCaaS market

EX-99.1 Exhibit 99.1 News Release Mitel announces definitive agreement to acquire ShoreTel Consolidation accelerates Mitel?s move to high-growth UCaaS market ? Accelerates Mitel?s path to growth ? Delivers attractive shareholder value with $60 million in expected synergies ? Moves Mitel into a #2 position in UCaaS market ? Expected to be accretive in the first year OTTAWA, ON and SUNNYVALE, CA ? J

ShorTel SD

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM SD SPECIALIZED DISCLOSURE REPORT SHORETEL, INC. (Exact Name of Registrant as Specified in its Charter) Delaware 001-33506 77-0443568 (State or other jurisdiction of incorporation or organization ) (Commission File Number) (IRS Employer Identification No.) 960 Stewart Drive, Sunnyvale, California 94085 (Address of Principa

ShoreTel, Inc. Conflict Minerals Report For The Reporting Period January 1 to December 31, 2016

EX-1.01 2 ex101.htm EXHIBIT 1.01 Exhibit 1.01 to Form SD ShoreTel, Inc. Conflict Minerals Report For The Reporting Period January 1 to December 31, 2016 This Conflict Minerals Report (“CMR”) has been prepared by ShoreTel, Inc. (herein referred to, alternatively, as “ShoreTel,” “we” and “our”). This CMR for the reporting period January 1 to December 31, 2016 is presented to comply with the final co

ShorTel 10-Q (Quarterly Report)

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 10-Q (Mark one) ? QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended March 31, 2017 OR ? TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number 001-33506 SHORETEL,

ShoreTel Reports Financial Results for Third Quarter Fiscal Year 2017

EX-99.1 2 v465142ex99-1.htm EXHIBIT 99.1\ ShoreTel Reports Financial Results for Third Quarter Fiscal Year 2017 Year Over Year Improvements in Total Revenue, Gross Margins and Profitability; Aligns U.S. Channel Partners by Completing Consistent Global Two-Tier Distribution Model SUNNYVALE, Calif., April 26, 2017 /PRNewswire/ - ShoreTel® (NASDAQ: SHOR), a leading provider of communication solutions

Financial Statements and Exhibits, Results of Operations and Financial Condition

8-K 1 v4651428k.htm FORM 8-K UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 OR 15(d) of The Securities Exchange Act of 1934 Date of Report (Date of earliest event reported) April 26, 2017 SHORETEL, INC. (Exact name of registrant as specified in its charter) Delaware 001-33506 77-0443568 (State or other jurisdiction of incorpor

SHOR / ShorTel, Inc. / Park West Asset Management LLC Passive Investment

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G Under the Securities Exchange Act of 1934 (Amendment No. )* SHORETEL, INC. (Name of Issuer) COMMON STOCK, $0.001 PAR VALUE PER SHARE (Title of Class of Securities) 825211105 (CUSIP Number) January 27, 2017 (Date of Event Which Requires Filing of this Statement) Check the appropriate box to designate the rule pursu

SHOR / ShorTel, Inc. / Park West Asset Management LLC - AMENDMENT NO. 4 Passive Investment

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G/A Under the Securities Exchange Act of 1934 (Amendment No. 4)* SHORETEL, INC. (Name of Issuer) COMMON STOCK, $0.001 PAR VALUE PER SHARE (Title of Class of Securities) 825211105 (CUSIP Number) December 31, 2016 (Date of Event Which Requires Filing of this Statement) Check the appropriate box to designate the rule p

SHOR / ShorTel, Inc. 10-Q - Quarterly Report - SHORETEL, INC 10-Q 12-31-2016

10-Q 1 form10q.htm SHORETEL, INC 10-Q 12-31-2016 UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 10-Q (Mark one) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended December 31, 2016 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period

ShoreTel Reports Financial Results for Second Quarter Fiscal Year 2017

EX-99.1 2 v457518ex99-1.htm EXHIBIT 99.1 Exhibit 99.1 ShoreTel Reports Financial Results for Second Quarter Fiscal Year 2017 Operational Actions Drive Improved Sequential Financial Results and Cash Flow from Operations; Technology Introductions Include Video Collaboration for Connect CLOUD, UK Expansion for Multi-Tenanted Connect CLOUD, Teamwork Application SUNNYVALE, Calif., Jan. 26, 2017 /PRNews

Financial Statements and Exhibits, Results of Operations and Financial Condition

8-K 1 v4575188k.htm FORM 8-K UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 OR 15(d) of The Securities Exchange Act of 1934 Date of Report (Date of earliest event reported) January 26, 2017 SHORETEL, INC. (Exact name of registrant as specified in its charter) Delaware 001-33506 77-0443568 (State or other jurisdiction of incorp

ShorTel ESP

January 17, 2017 Jeffrey Robert Vetter Email [email protected] Direct Dial (650) 335-7631 VIA EDGAR Securities and Exchange Commission Division of Corporation Finance Mail Stop 3720 100 F Street, N.E. Washington, DC 20549 Attention: Larry Spirgel, Assistant Director Re: ShoreTel, Inc. Form 10-K for Fiscal Year Ended June 30, 2016 Filed September 12, 2016 File No. 001-33506 Dear Mr. Spirgel: We ar

ShorTel SHORETEL, INC. S-8 11-16-2016

S-8 1 forms8.htm SHORETEL, INC. S-8 11-16-2016 As filed with the Securities and Exchange Commission on November 16, 2016 Registration No. 333- UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM S-8 REGISTRATION STATEMENT UNDER THE SECURITIES ACT OF 1933 SHORETEL, INC. (Exact name of the Registrant as specified in its charter) Delaware 77-0443568 (State or other jurisdicti

SHORETEL, INC. 2016 Employee Stock Purchase Plan (Adopted by the Board of Directors on August 18, 2016)

Exhibit 4.04 SHORETEL, INC. 2016 Employee Stock Purchase Plan (Adopted by the Board of Directors on August 18, 2016) 1. Establishment of Plan. ShoreTel, Inc. (the ?Company?) proposes to grant options for purchase of the Company?s Common Stock to eligible employees of the Company and its Participating Corporations (as hereinafter defined) pursuant to this 2016 Employee Stock Purchase Plan (this ?Pl

November 16, 2016

EXHIBIT 5.01 November 16, 2016 ShoreTel, Inc. 960 Stewart Drive Sunnyvale, California 94085 Ladies and Gentlemen: At your request, we have examined the Registration Statement on Form S-8 to be filed by ShoreTel, Inc. a Delaware corporation (the ? Company?), with the Securities and Exchange Commission (the ? Commission?) on or about November 16, 2016 (the ? Registration Statement?) in connection wi

December 31,

Exhibit 99.1 Corvisa LLC Audited Financial Statements As of and for the years ended December 31, 2015 and 2014 REPORT OF INDEPENDENT CERTIFIED PUBLIC ACCOUNTANTS Board of Directors Corvisa LLC We have audited the accompanying consolidated financial statements of Corvisa LLC (a Wisconsin limited liability company) and subsidiary, which comprise the consolidated balance sheets as of December 31, 201

SHORETEL, INC. AND SUBSIDIARIES UNAUDITED PRO FORMA CONDENSED COMBINED FINANCIAL STATEMENTS

Exhibit 99.2 SHORETEL, INC. AND SUBSIDIARIES UNAUDITED PRO FORMA CONDENSED COMBINED FINANCIAL STATEMENTS The following unaudited pro forma condensed combined statement of operations is presented to give effect to the purchase by ShoreTel, Inc. (?ShoreTel?, the ?Company?) of the membership interest in Corvisa LLC, (?Corvisa?), on January 6, 2016. The pro forma information was prepared based on the

ShorTel SHORETEL INC 8-KA NO2 1-6-2016 (Current Report/Significant Event)

UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 8-K/A (Amendment No. 2 to Form 8-K) Current Report Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): January 6, 2016 SHORETEL, INC. (Exact name of Registrant as specified in its charter) Delaware (State or other jurisdiction of incorporation) 001-33506

ShorTel SHORETEL INC 8-K 11-9-2016 (Current Report/Significant Event)

UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 8-K Current Report Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 November 9, 2016 Date of Report (Date of earliest event reported) SHORETEL, INC. (Exact name of Registrant as specified in its charter) Delaware (State or other jurisdiction of incorporation) 001-33506 77-0443568 (Commission file num

SHOR / ShorTel, Inc. 10-Q - Quarterly Report - SHORETEL, INC. 10-Q 9-30-2016

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 10-Q (Mark one) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended September 30, 2016 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number 001-33506 SHORET

ShoreTel Reports Financial Results for First Quarter Fiscal Year 2017

Exhibit 99.1 ShoreTel Reports Financial Results for First Quarter Fiscal Year 2017 Hosted Revenue Growth Rate Increased; All Gross Margin Lines Expanded for Second Consecutive Quarter SUNNYVALE, Calif., Oct. 27, 2016 /PRNewswire/ - ShoreTel? (NASDAQ: SHOR), the leading provider of brilliantly simple unified communications (UC) solutions and phone systems, today announced financial results for the

ShorTel FORM 8-K (Current Report/Significant Event)

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 OR 15(d) of The Securities Exchange Act of 1934 Date of Report (Date of earliest event reported) October 27, 2016 SHORETEL, INC. (Exact name of registrant as specified in its charter) Delaware 001-33506 77-0443568 (State or other jurisdictionof incorporation) (Commission File Numb

ShorTel DEF 14A

TABLE OF CONTENTS UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 14A (RULE 14a-101) SCHEDULE 14A INFORMATION Proxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934 Filed by the Registrant ? Filed by a Party other than the Registrant o Check the appropriate box: o Preliminary Proxy Statement o Confidential, for Use of the Commission Only (

First Amendment to the Executive Employment Agreement

Exhibit 10.7 First Amendment to the Executive Employment Agreement This First Amendment (the “Amendment”) to the Executive Employment Agreement dated August 12, 2013 (the “Agreement”), by and between ShoreTel, Inc., a Delaware corporation (“ShoreTel”) and Donald Joos (the “Executive”) is effective as of the last date set forth in the signature block below (the “Effective Date”). Unless otherwise d

EX-21

Exhibit 21 Subsidiaries Subsidiary Name Jurisdiction ShoreTel International, Inc. Delaware, USA ShoreTel Pty Ltd Australia ShoreTel Australia Pty Ltd. Australia ShoreTel UK Ltd UK ShoreTel GmbH Germany ShoreTel Singapore Pte. Ltd. Singapore ShoreTel Canada Limited Canada ShoreTel Philippines Corporation Philippines ShoreTel Communications Private Limited India ShoreTel France SARL France Agito Net

SHOR / ShorTel, Inc. 10-K - Annual Report - FORM 10-K

TABLE OF CONTENTS UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 10-K ☒ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the year ended June 30, 2016 or o TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 Commission file number: 001-33506 SHORETEL, INC. (Exact name of Registrant as specifie

Financial Statements and Exhibits, Results of Operations and Financial Condition

8-K 1 v4460238k.htm 8-K UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 OR 15(d) of The Securities Exchange Act of 1934 Date of Report (Date of earliest event reported) August 4, 2016 SHORETEL, INC. (Exact name of registrant as specified in its charter) Delaware 001-33506 77-0443568 (State or other jurisdiction (Commission File

Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements of Certain Officers

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT PURSUANT TO SECTION 13 or 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 Date of report (Date of earliest event reported): August 2, 2016 SHORETEL, INC. (Exact Name of Registrant as Specified in its Charter) Delaware (State or Other Jurisdiction of Incorporation) 001-33506 77-0443568 (Commission File Numb

ShoreTel Reports Financial Results for Fourth Quarter and Fiscal Year 2016

EX-99.1 2 v446023ex99-1.htm EXHIBIT 99.1 Exhibit 99.1 ShoreTel Reports Financial Results for Fourth Quarter and Fiscal Year 2016 Premises to Cloud Migration Program Achieved Early Success Hosted Gross Margins Expanded SUNNYVALE, Calif., Aug. 4, 2016 /PRNewswire/ - ShoreTel® (NASDAQ: SHOR), the leading provider of brilliantly simple unified communications (UC) solutions and phone systems, today ann

ShoreTel, Inc. Conflict Minerals Report For The Reporting Period January 1 to December 31, 2015

Exhibit 1.01 to Form SD ShoreTel, Inc. Conflict Minerals Report For The Reporting Period January 1 to December 31, 2015 This Conflict Minerals Report (?CMR?) has been prepared by ShoreTel, Inc. (herein referred to, alternatively, as ?ShoreTel,? ?we? and ?our?). This CMR for the reporting period January 1 to December 31, 2015 is presented to comply with the final conflict minerals implementing rule

ShorTel SHORETEL, INC. SD 12-31-2015

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM SD SPECIALIZED DISCLOSURE REPORT SHORETEL, INC. (Exact Name of Registrant as Specified in its Charter) Delaware 001-33506 77-0443568 (State or other jurisdiction of incorporation or organization ) (Commission File Number) (IRS Employer Identification No.) 960 Stewart Drive, Sunnyvale, California 94085 (Address of Principa

ShorTel SHORETEL INC 8-K 5-12-2016 (Current Report/Significant Event)

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT PURSUANT TO SECTION 13 or 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 Date of report (Date of earliest event reported): May 12, 2016 SHORETEL, INC. (Exact Name of Registrant as Specified in its Charter) Delaware (State or Other Jurisdiction of Incorporation) 001-33506 77-0443568 (Commission File Number

Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements of Certain Officers

UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 8-K Current Report Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 May 12, 2016 Date of Report (Date of earliest event reported) SHORETEL, INC. (Exact name of Registrant as specified in its charter) Delaware (State or other jurisdiction of incorporation) 001-33506 77-0443568 (Commission file number)

ShoreTel SHORETEL, INC. 10-Q 3-31-2016 (Quarterly Report)

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 10-Q (Mark one) ? QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended March 31, 2016 OR ? TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number 001-33506 SHORETEL,

Financial Statements and Exhibits, Results of Operations and Financial Condition

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 OR 15(d) of The Securities Exchange Act of 1934 Date of Report (Date of earliest event reported) April 28, 2016 SHORETEL, INC. (Exact name of registrant as specified in its charter) Delaware 001-33506 77-0443568 (State or other jurisdiction of incorporation) (Commission File Numbe

ShoreTel Reports Financial Results for Third Quarter Fiscal Year 2016

Exhibit 99.1 ShoreTel Reports Financial Results for Third Quarter Fiscal Year 2016 ShoreTel Hosted Revenue Accelerating Launched Premises to Cloud Migration Program; Leverages Installed Base to Drive Hosted Revenue SUNNYVALE, Calif., April 28, 2016 /PRNewswire/ - ShoreTel? (NASDAQ: SHOR), the leading provider of brilliantly simple unified communications (UC) solutions and phone systems, today anno

SHOR / ShorTel, Inc. / Park West Asset Management LLC - AMENDMENT NO. 3 Passive Investment

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G Under the Securities Exchange Act of 1934 (Amendment No. 3)* SHORETEL, INC. (Name of Issuer) Common Stock, $0.001 par value per share (Title of Class of Securities) 825211105 (CUSIP Number) December 31, 2015 (Date of Event Which Requires Filing of this Statement) Check the appropriate box to designate the rule pur

ShorTel SHORETEL, INC. 8-KA 1-6-2016 (Current Report/Significant Event)

UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 8-K/A (Amendment No. 1 to Form 8-K) Current Report Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): January 6, 2016 SHORETEL, INC. (Exact name of Registrant as specified in its charter) Delaware (State or other jurisdiction of incorporation) 001-33506

February 12, 2016

Exhibit 5.01 February 12, 2016 ShoreTel, Inc. 960 Stewart Drive Sunnyvale, California 94085 Ladies and Gentlemen: At your request, we have examined the Registration Statement on Form S-8 to be filed by ShoreTel, Inc. a Delaware corporation (the ? Company?), with the Securities and Exchange Commission (the " Commission") on or about February 12, 2016 (the " Registration Statement") in connection wi

SHORETEL, INC. AND SUBSIDIARIES UNAUDITED PRO FORMA CONDENSED COMBINED FINANCIAL STATEMENTS

Exhibit 99.2 SHORETEL, INC. AND SUBSIDIARIES UNAUDITED PRO FORMA CONDENSED COMBINED FINANCIAL STATEMENTS The following unaudited pro forma condensed combined financial statements are presented to give effect to the purchase by ShoreTel, Inc. (?ShoreTel?, the ?Company?) of the membership interest in Corvisa LLC, (?Corvisa?), on January 6, 2016. The pro forma information was prepared based on the hi

September 30,

Exhibit 99.1 Corvisa LLC Audited Financial Statements As of and for the nine months ended September 30, 2015 and the year ended December 31, 2014 REPORT OF INDEPENDENT CERTIFIED PUBLIC ACCOUNTANTS Board of Directors Corvisa LLC We have audited the accompanying consolidated financial statements of Corvisa LLC (a Wisconsin limited liability company) and subsidiary, which comprise the consolidated ba

ShorTel SHORETEL, INC S-8 2-12-2016

S-8 1 forms8.htm SHORETEL, INC S-8 2-12-2016 As filed with the Securities and Exchange Commission on February 12, 2016 Registration No. 333- UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM S-8 REGISTRATION STATEMENT UNDER THE SECURITIES ACT OF 1933 SHORETEL, INC. (Exact name of the Registrant as specified in its charter) Delaware 77-0443568 (State or other jurisdiction

SHOR / ShorTel, Inc. 10-Q - Quarterly Report - SHORETEL, INC 10-Q 12-31-2015

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 10-Q (Mark one) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended December 31, 2015 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number 001-33506 SHORETE

ShorTel 8-K (Current Report/Significant Event)

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 OR 15(d) of The Securities Exchange Act of 1934 Date of Report (Date of earliest event reported) January 28, 2016 SHORETEL, INC. (Exact name of registrant as specified in its charter) Delaware 001-33506 77-0443568 (State or other jurisdiction of incorporation) (Commission File Num

ShoreTel Reports Financial Results for Second Quarter Fiscal Year 2016

Exhibit 99.1 ShoreTel Reports Financial Results for Second Quarter Fiscal Year 2016 ShoreTel Completes Two Acquisitions to Accelerate Hosted Business Non-GAAP Operating Margin of 9 Percent SUNNYVALE, Calif., Jan. 28, 2016 /PRNewswire/ - ShoreTel? (NASDAQ: SHOR), the leading provider of brilliantly simple hosted phone systems and unified communications (UC) solutions, today announced financial resu

ShorTel SHORETEL, INC. 8-K 1-6-2016 (Current Report/Significant Event)

UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 8-K Current Report Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 January 6, 2016 Date of Report (Date of earliest event reported) SHORETEL, INC. (Exact name of Registrant as specified in its charter) Delaware (State or other jurisdiction of incorporation) 001-33506 77-0443568 (Commission file numb

Membership Interest Purchase Agreement by and among ShoreTel, Inc., Corvisa Services LLC Novation Companies, Inc. Dated as of December 21, 2015

Exhibit 2.1 EXECUTION VERSION Membership Interest Purchase Agreement by and among ShoreTel, Inc. , Corvisa Services LLC and Novation Companies, Inc. Dated as of December 21, 2015 Exhibits Exhibit A - Definitions Exhibit B - Form of Transition Services Agreement Exhibit C - List of Key Employees Exhibit D - Form of Escrow Agreement Exhibit E - List of Contracts Requiring Consent Exhibit F - Form of

ShorTel SHORETEL S-8 12-29-2015

As filed with the Securities and Exchange Commission on December 29, 2015 Registration No.

2015 Equity Incentive Plan SHORETEL, INC. 2015 Equity Incentive Plan

EX-4.04 2 ex404.htm EXHIBIT 4.04 Exhibit 4.04 2015 Equity Incentive Plan SHORETEL, INC. 2015 Equity Incentive Plan 1. PURPOSE. The purpose of this Plan is to provide incentives to attract, retain and motivate eligible persons whose present and potential contributions are important to the success of the Company, and any Parents and Subsidiaries that exist now or in the future, by offering them an o

[FENWICK & WEST LETTERHEAD] December 29, 2015

Exhibit 5.01 [FENWICK & WEST LETTERHEAD] December 29, 2015 ShoreTel, Inc. 960 Stewart Drive Sunnyvale, California 94085 Ladies and Gentlemen: At your request, we have examined the Registration Statement on Form S-8 to be filed by ShoreTel, Inc. a Delaware corporation (the ? Company?), with the Securities and Exchange Commission (the " Commission") on or about December 29, 2015 (the " Registration

ShorTel SHORETEL, INC 8-K 12-21-2015 (Current Report/Significant Event)

UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 205 49 FORM 8-K Current Report Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 December 21, 2015 Date of Report (Date of earliest event reported) SHORETEL, INC. (Exact name of Registrant as specified in its charter) Delaware (State or other jurisdiction of incorporation) 001-33506 77-0443568 (Commission file n

Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements of Certain Officers

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT PURSUANT TO SECTION 13 or 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 Date of report (Date of earliest event reported): November 11, 2015 SHORETEL, INC. (Exact Name of Registrant as Specified in its Charter) Delaware (State or Other Jurisdiction of Incorporation) 001-33506 77-0443568 (Commission File N

ShorTel SHORETEL, INC 8-K 11-11-2015 (Current Report/Significant Event)

UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 8-K Current Report Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 November 11, 2015 Date of Report (Date of earliest event reported) SHORETEL, INC. (Exact name of Registrant as specified in its charter) Delaware (State or other jurisdiction of incorporation) 001-33506 77-0443568 (Commission file nu

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 10-Q

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 10-Q (Mark one) ? QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended September 30, 2015 OR ? TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number 001-33506 SHORET

ShorTel 8-K (Current Report/Significant Event)

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 OR 15(d) of The Securities Exchange Act of 1934 Date of Report (Date of earliest event reported) October 22, 2015 SHORETEL, INC. (Exact name of registrant as specified in its charter) Delaware 001-33506 77-0443568 (State or other jurisdiction (Commission File Number) (IRS Employer

ShoreTel Reports Financial Results for First Quarter Fiscal Year 2016

ShoreTel Reports Financial Results for First Quarter Fiscal Year 2016 ShoreTel Connect Rolled Out Record Cash Flow from Operations SUNNYVALE, Calif.

ShorTel DEF 14A

TABLE OF CONTENTS UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 14A (RULE 14a-101) SCHEDULE 14A INFORMATION Proxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934 Filed by the Registrant ? Filed by a Party other than the Registrant o Check the appropriate box: o Preliminary Proxy Statement o Confidential, for Use of the Commission Only (

ShoreTel Appoints New Board Member

Exhibit 99.1 ShoreTel Appoints New Board Member Josef Vejvoda brings institutional portfolio manager perspective to ShoreTel SUNNYVALE, Calif., Oct. 2, 2015 /PRNewswire/ - ShoreTel? (NASDAQ: SHOR), the leading provider of brilliantly simple phone systems and unified communications (UC) solutions, today announced the appointment of Josef Vejvoda to its board of directors as of October 1, 2015. Shor

ShorTel FORM 8-K (Current Report/Significant Event)

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT PURSUANT TO SECTION 13 or 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 Date of report (Date of earliest event reported): October 1, 2015 SHORETEL, INC. (Exact Name of Registrant as Specified in its Charter) Delaware (State or Other Jurisdiction of Incorporation) 001-33506 77-0443568 (Commission File Num

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 10-K

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 10-K ☒ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the year ended June 30, 2015 or ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 Commission file number: 001-33506 SHORETEL, INC. (Exact name of Registrant as specified in its charter)

Subsidiary Name

EX-21 2 ex21.htm EXHIBIT 21 Exhibit 21 Subsidiaries Subsidiary Name Jurisdiction ShoreTel International, Inc. Delaware, USA ShoreTel Pty Ltd Australia ShoreTel UK Ltd UK ShoreTel GmbH Germany ShoreTel Singapore Pte. Ltd. Singapore ShoreTel Canada Limited Canada ShoreTel Philippines Corporation Philippines ShoreTel Communications Private Limited India Agito Networks, Inc. Delaware, USA M5 Networks,

ShorTel SHORETEL, INC 8-K 8-21-2015 (Current Report/Significant Event)

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT PURSUANT TO SECTION 13 or 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 Date of report (Date of earliest event reported): August 21, 2015 SHORETEL, INC. (Exact Name of Registrant as Specified in its Charter) Delaware (State or Other Jurisdiction of Incorporation) 001-33506 77-0443568 (Commission File Num

ShorTel SHORETEL INC. 8-K 8-5-2015 (Current Report/Significant Event)

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT PURSUANT TO SECTION 13 or 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 Date of report (Date of earliest event reported): August 5, 2015 SHORETEL, INC. (Exact Name of Registrant as Specified in its Charter) Delaware (State or Other Jurisdiction of Incorporation) 001-33506 77-0443568 (Commission File Numb

Amendment to Amended and Restated Credit Agreement

Exhibit 99.1 August 5, 2015 ShoreTel, Inc. 960 Stewart Drive Sunnyvale, CA 94085 Attn: Michael Healy, CFO Re: Amended and Restated Credit Agreement, dated as of October 22, 2014, among SHORETEL, INC., a Delaware corporation ( the “Borrower”), the several banks and other financial institutions or entities party thereto (each a “Lender” and, collectively, the “Lenders”), SILICON VALLEY BANK (“SVB”),

ShorTel 8-K (Current Report/Significant Event)

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 OR 15(d) of The Securities Exchange Act of 1934 Date of Report (Date of earliest event reported) August 5, 2015 SHORETEL, INC. (Exact name of registrant as specified in its charter) Delaware 001-33506 77-0443568 (State or other jurisdiction (Commission File Number) (IRS Employer I

ShoreTel Reports Financial Results for Fourth Quarter and Fiscal Year 2015

ShoreTel Reports Financial Results for Fourth Quarter and Fiscal Year 2015 Record Revenue and Profitability in Fourth Quarter 2015; ShoreTel Connect, Company's New Common Platform, to Rollout in September 2015 Quarter SUNNYVALE, Calif.

ShorTel SHORETEL, INC SD 12-31-2014

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM SD SPECIALIZED DISCLOSURE REPORT SHORETEL, INC. (Exact Name of Registrant as Specified in its Charter) Delaware 001-33506 77-0443568 (State or other jurisdiction of incorporation or organization ) (Commission File Number) (IRS Employer Identification No.) 960 Stewart Drive, Sunnyvale, California 94085 (Address of Principa

ShoreTel, Inc. Conflict Minerals Report For The Reporting Period January 1 to December 31, 2014

Exhibit 1.01 to Form SD ShoreTel, Inc. Conflict Minerals Report For The Reporting Period January 1 to December 31, 2014 This Conflict Minerals Report (?CMR?) has been prepared by ShoreTel, Inc. (herein referred to, alternatively, as ?ShoreTel,? ?we? and ?our?). This CMR for the reporting period January 1 to December 31, 2014 is presented to comply with the final conflict minerals implementing rule

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 10-Q

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 10-Q (Mark one) ? QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended March 31, 2015 OR ? TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number 001-33506 SHORETEL,

ShoreTel Reports Financial Results for Third Quarter Fiscal Year 2015

ShoreTel Reports Financial Results for Third Quarter Fiscal Year 2015 Recurring Revenues Exceed 50 Percent of Total Revenue SUNNYVALE, Calif.

ShorTel FORM 8-K (Current Report/Significant Event)

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 OR 15(d) of The Securities Exchange Act of 1934 Date of Report (Date of earliest event reported) April 23, 2015 SHORETEL, INC. (Exact name of registrant as specified in its charter) Delaware 001-33506 77-0443568 (State or other jurisdiction of incorporation) (Commission File Numbe

SHOR / ShorTel, Inc. / Park West Asset Management LLC - SC 13G/A Passive Investment

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G Under the Securities Exchange Act of 1934 (Amendment No. 2)* SHORETEL, INC. (Name of Issuer) Common Stock, $0.001 par value per share (Title of Class of Securities) 825211105 (CUSIP Number) December 31, 2014 (Date of Event Which Requires Filing of this Statement) Check the appropriate box to designate the rule pur

Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements of Certain Officers

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT PURSUANT TO SECTION 13 or 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 Date of report (Date of earliest event reported): February 12, 2015 SHORETEL, INC. (Exact Name of Registrant as Specified in its Charter) Delaware (State or Other Jurisdiction of Incorporation) 001-33506 77-0443568 (Commission File N

[FENWICK & WEST LETTERHEAD] February 13, 2015

Exhibit 5.01 [FENWICK & WEST LETTERHEAD] February 13, 2015 ShoreTel, Inc. 960 Stewart Drive Sunnyvale, California 94085 Ladies and Gentlemen: At your request, we have examined the Registration Statement on Form S-8 (the “Registration Statement”) to be filed by ShoreTel, Inc., a Delaware corporation (the “Company”) with the Securities and Exchange Commission on or about February 13, 2015 in connect

SHOR / ShorTel, Inc. S-8 - - SHORETEL S-8 2-13-2015

As filed with the Securities and Exchange Commission on February 13, 2015 Registration No.

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 10-Q

10-Q 1 form10q.htm SHORETEL 10-Q 12-31-2014 UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 10-Q (Mark one) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended December 31, 2014 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from

Amended and Restated Guarantee and Collateral Agreement Dated as of October 22, 2014, made by SHORETEL, INC., and the other Grantors referred to herein, in favor of SILICON VALLEY BANK, as Administrative Agent TABLE OF CONTENTS

Exhibit 10.2 EXECUTION VERSION Amended and Restated Guarantee and Collateral Agreement Dated as of October 22, 2014, made by SHORETEL, INC., and the other Grantors referred to herein, in favor of SILICON VALLEY BANK, as Administrative Agent TABLE OF CONTENTS Page SECTION 1. DEFINED TERMS 1 1.1 Definitions 2 1.2 Other Definitional Provisions 5 SECTION 2. GUARANTEE 5 2.1 Guarantee 5 2.2 Right of Con

SILICON VALLEY BANK AMENDED AND RESTATED CREDIT AGREEMENT $100,000,000 SENIOR SECURED CREDIT FACILITIES AMENDED AND RESTATED CREDIT AGREEMENT dated as of October 22, 2014, SHORETEL, INC. as the Borrower, THE LENDERS PARTY HERETO FROM TIME TO TIME, SI

EX-10.1 2 ex101.htm EXHIBIT 10.1 EXHIBIT 10.1 EXECUTION VERSION SILICON VALLEY BANK AMENDED AND RESTATED CREDIT AGREEMENT $100,000,000 SENIOR SECURED CREDIT FACILITIES AMENDED AND RESTATED CREDIT AGREEMENT dated as of October 22, 2014, among SHORETEL, INC. as the Borrower, THE LENDERS PARTY HERETO FROM TIME TO TIME, and SILICON VALLEY BANK, as Administrative Agent, Issuing Lender and Swingline Len

ShoreTel Reports Financial Results for Second Quarter Fiscal Year 2015

ShoreTel Reports Financial Results for Second Quarter Fiscal Year 2015 Hosted Bookings Grew 36 Percent Compared to Second Fiscal Quarter 2014; Achieved Records in Both Revenue and Non-GAAP Net Income SUNNYVALE, Calif.

Financial Statements and Exhibits, Results of Operations and Financial Condition

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 OR 15(d) of The Securities Exchange Act of 1934 Date of Report (Date of earliest event reported) January 28, 2015 SHORETEL, INC. (Exact name of registrant as specified in its charter) Delaware 001-33506 77-0443568 (State or other jurisdiction of incorporation) (Commission File Num

ShoreTel Issues Statement Regarding Mitel Withdrawal

Exhibit 99.1 FOR IMMEDIATE RELEASE Investor Contact: Barry Hutton Director, Investor Relations 408-962-2573 [email protected] Media Contact: Joele Frank, Wilkinson Brimmer Katcher Matthew Sherman 212-355-4449 Jed Repko/Eric Brielmann 415-869-3950 ShoreTel Issues Statement Regarding Mitel Withdrawal Sunnyvale, CA – November 17, 2014 – ShoreTel® (NASDAQ: SHOR) (the “Company”), the leading provide

Financial Statements and Exhibits, Other Events

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT PURSUANT TO SECTION 13 or 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 Date of report (Date of earliest event reported): November 17, 2014 SHORETEL, INC. (Exact Name of Registrant as Specified in Charter) Delaware (State or Other Jurisdiction of Incorporation) 001-33506 77-0443568 (Commission File Numbe

ShoreTel’s Board of Directors Unanimously Rejects Mitel’s Revised Unsolicited Proposal Board Concludes that Revised Proposal Significantly Undervalues ShoreTel and is Not in the Best Interest of Stockholders

Exhibit 99.1 FOR IMMEDIATE RELEASE Investor Contact: Barry Hutton Director, Investor Relations 408-962-2573 [email protected] Media Contact: Joele Frank, Wilkinson Brimmer Katcher Matthew Sherman 212-355-4449 Jed Repko/Eric Brielmann 415-869-3950 ShoreTel’s Board of Directors Unanimously Rejects Mitel’s Revised Unsolicited Proposal Board Concludes that Revised Proposal Significantly Undervalues

Financial Statements and Exhibits, Other Events

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT PURSUANT TO SECTION 13 or 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 Date of report (Date of earliest event reported): November 12, 2014 SHORETEL, INC. (Exact Name of Registrant as Specified in Charter) Delaware (State or Other Jurisdiction of Incorporation) 001-33506 77-0443568 (Commission File Numbe

MITL / Mitel Networks Corp 425 - Merger Prospectus - FORM 8-K

FORM 8-K UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 Date of Report (Date of earliest event reported): November 10, 2014 MITEL NETWORKS CORPORATION (Exact Name of Registrant as Specified in its Charter) Canada 001-34699 98-0621254 (State or Other Jurisdiction of Incorporation)

Mitel increases proposal to acquire ShoreTel to $8.50 per share in cash and stock Represents a 31% premium to ShoreTel’s unaffected share price on October 17, 2014, and 38% premium to enterprise value

EX-99.1 Exhibit 99.1 Filed by Mitel Networks Corporation (Commission File No. 001-34699) Pursuant to Rule 425 under the Securities Act of 1933, as amended and deemed filed pursuant to Rule 14a-12 of the Securities Exchange Act of 1934, as amended Subject Company: ShoreTel, Inc. (Commission File No. 001-33506) NEWS RELEASE Mitel increases proposal to acquire ShoreTel to $8.50 per share in cash and

ShoreTel Confirms Receipt of Revised Unsolicited Proposal from Mitel Advises Stockholders to Take No Action at This Time

EX-99.1 2 ex991.htm EXHIBIT 99.1 Exhibit 99.1 November 10, 2014 ShoreTel Confirms Receipt of Revised Unsolicited Proposal from Mitel Advises Stockholders to Take No Action at This Time Sunnyvale, CA– November 10, 2014 – ShoreTel® (NASDAQ: SHOR) (the “Company”), the leading provider of brilliantly simple phone systems and unified communications solutions, today confirmed that it has received a revi

Financial Statements and Exhibits, Other Events

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT PURSUANT TO SECTION 13 or 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 Date of report (Date of earliest event reported): November 10, 2014 SHORETEL, INC. (Exact Name of Registrant as Specified in Charter) Delaware (State or Other Jurisdiction of Incorporation) 001-33506 77-0443568 (Commission File Numbe

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 10-Q

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 10-Q (Mark one) x QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended September 30, 2014 OR ? TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number 001-33506 SHORET

Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements of Certain Officers, Submission of Matters to a Vote of Security Holders

UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 8-K Current Report Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 November 6, 2014 Date of Report (Date of earliest event reported) SHORETEL, INC. (Exact name of Registrant as specified in its charter) Delaware (State or other jurisdiction of incorporation) 001-33506 77-0443568 (Commission file num

Financial Statements and Exhibits, Other Events

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT PURSUANT TO SECTION 13 or 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 Date of report (Date of earliest event reported): October 27, 2014 SHORETEL, INC. (Exact Name of Registrant as Specified in Charter) Delaware (State or Other Jurisdiction of Incorporation) 001-33506 77-0443568 (Commission File Number

ShoreTel Board of Directors Unanimously Rejects Mitel’s Unsolicited Proposal Board Concludes Unsolicited Proposal Does Not Reflect Value Inherent in Company and is Not in the Best Interest of Stockholders

Exhibit 99.1 Investor Contact: Barry Hutton Director, Investor Relations 408-962-2573 [email protected] Media Contact: Joele Frank, Wilkinson Brimmer Katcher Matthew Sherman 212-355-4449 Jed Repko/Eric Brielmann 415-869-3950 ShoreTel Board of Directors Unanimously Rejects Mitel’s Unsolicited Proposal Board Concludes Unsolicited Proposal Does Not Reflect Value Inherent in Company and is Not in t

Entry into a Material Definitive Agreement, Creation of a Direct Financial Obligation or an Obligation under an Off-Balance Sheet Arrangement of a Registrant

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT PURSUANT TO SECTION 13 or 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 Date of report (Date of earliest event reported): October 22, 2014 SHORETEL, INC. (Exact Name of Registrant as Specified in Charter) Delaware (State or Other Jurisdiction of Incorporation) 001-33506 77-0443568 (Commission File Number

ShoreTel Reports Financial Results for First Quarter Fiscal Year 2015

ShoreTel Reports Financial Results for First Quarter Fiscal Year 2015 Achieved Record Total Revenue SUNNYVALE, Calif.

Financial Statements and Exhibits, Results of Operations and Financial Condition

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 OR 15(d) of The Securities Exchange Act of 1934 Date of Report (Date of earliest event reported) October 23, 2014 SHORETEL, INC. (Exact name of registrant as specified in its charter) Delaware 001-33506 77-0443568 (State or other jurisdiction of incorporation) (Commission File Num

Financial Statements and Exhibits, Other Events

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT PURSUANT TO SECTION 13 or 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 Date of report (Date of earliest event reported): October 20, 2014 SHORETEL, INC. (Exact Name of Registrant as Specified in Charter) Delaware (State or Other Jurisdiction of Incorporation) 001-33506 77-0443568 (Commission File Number

ShoreTel Confirms Receipt of Unsolicited Proposal From Mitel Advises Stockholders to Take No Action at This Time

Exhibit 99.1 October 20, 2014 ShoreTel Confirms Receipt of Unsolicited Proposal From Mitel Advises Stockholders to Take No Action at This Time SUNNYVALE, Calif., October 20, 2014 –ShoreTel® (NASDAQ: SHOR), the leading provider of brilliantly simple phone systems and unified communications solutions, today confirmed that it has received an unsolicited proposal from Mitel Networks Corporation (NASDA

SHOR / ShorTel, Inc. DEF 14A - - DEF 14A

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 14A (RULE 14a-101) SCHEDULE 14A INFORMATION Proxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934 Filed by the Registrant ☑ Filed by a Party other than the Registrant o Check the appropriate box: o Preliminary Proxy Statement o Confidential, for Use of the Commission Only (as permitted by Ru

Amendments to Articles of Incorporation or Bylaws; Change in Fiscal Year, Financial Statements and Exhibits

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT PURSUANT TO SECTION 13 or 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 Date of report (Date of earliest event reported): September 12, 2014 SHORETEL, INC. (Exact Name of Registrant as Specified in Charter) Delaware (State or Other Jurisdiction of Incorporation) 001-33506 77-0443568 (Commission File Numb

FOURTH AMENDED AND RESTATED SHORETEL, INC. (a Delaware corporation) As Adopted January 19, 2007 Amended as of July 9, 2007, November 4, 2009 and September 12, 2014 TABLE OF CONTENTS

EX-3.01 2 ex301.htm EXHIBIT 3.01 EXHIBIT 3.01 FOURTH AMENDED AND RESTATED BYLAWS OF SHORETEL, INC. (a Delaware corporation) As Adopted January 19, 2007 Amended as of July 9, 2007, November 4, 2009 and September 12, 2014 TABLE OF CONTENTS PAGE Article I - STOCKHOLDERS Section 1.1: Annual Meetings 4 Section 1.2: Special Meetings 4 Section 1.3: Notice of Meetings 4 Section 1.4: Adjournments 4 Section

Consolidated EBITDA

EX-10.18 2 ex1018.htm EXHIBIT 10.18 Exhibit 10.18 June 2, 2014 ShoreTel, Inc. 960 Stewart Drive Sunnyvale, CA 94085 Attn: Michael Healy, CFO Re: (i) That certain Credit Agreement, dated as of March 15, 2012, among ShoreTel, Inc., a Delaware corporation (the “Borrower”), the sole “Lender” party thereto (the “Lender”), and Silicon Valley Bank, a California corporation, as administrative agent and co

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 10-K

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 10-K x ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the year ended June 30, 2014 or o TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 Commission file number: 001-33506 SHORETEL, INC. (Exact name of Registrant as specified in its charter)

Subsidiary Name

EX-21 3 ex21.htm EXHIBIT 21 Exhibit 21 Subsidiaries Subsidiary Name Jurisdiction ShoreTel International, Inc. Delaware, USA ShoreTel Pty Ltd Australia ShoreTel UK Ltd UK ShoreTel GmbH Germany ShoreTel Singapore Pte. Ltd. Singapore ShoreTel Canada Limited Canada ShoreTel Philippines Corporation Philippines ShoreTel Communications Private Limited India Agito Networks, Inc. Delaware, USA M5 Networks,

Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements of Certain Officers

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 OR 15(d) of The Securities Exchange Act of 1934 Date of Report (Date of earliest event reported) August 15, 2014 SHORETEL, INC. (Exact name of registrant as specified in its charter) Delaware 001-33506 77-0443568 (State or other jurisdiction of incorporation) (Commission File Numb

ShoreTel Reports Financial Results for Fourth Quarter and Fiscal Year 2014

ShoreTel Reports Financial Results for Fourth Quarter and Fiscal Year 2014 Record Revenue and Non-GAAP Profits in Fourth Quarter and Fiscal 2014; 27 Percent Hosted Revenue Growth in Fiscal 2014 SUNNYVALE, Calif.

Financial Statements and Exhibits, Results of Operations and Financial Condition

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 OR 15(d) of The Securities Exchange Act of 1934 Date of Report (Date of earliest event reported) August 7, 2014 SHORETEL, INC. (Exact name of registrant as specified in its charter) Delaware 001-33506 77-0443568 (State or other jurisdiction of incorporation) (Commission File Numbe

- SHORETEL, INC SD 12-31-2013

SD 1 formsd.htm SHORETEL, INC SD 12-31-2013 UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM SD SPECIALIZED DISCLOSURE REPORT SHORETEL, INC. (Exact Name of Registrant as Specified in its Charter) Delaware 001-33506 77-0443568 (State or other jurisdiction of incorporation or organization ) (Commission File Number) (IRS Employer Identification No.) 960 Stewart Drive, Sunn

ShoreTel, Inc. Conflict Minerals Report For The Reporting Period January 1 to December 31, 2013

Exhibit 1.02 to Form SD ShoreTel, Inc. Conflict Minerals Report For The Reporting Period January 1 to December 31, 2013 This Conflict Minerals Report (“CMR”) has been prepared by ShoreTel, Inc. (herein referred to, alternatively, as “ShoreTel,” “we” and “our”). This CMR for the reporting period January 1 to December 31, 2013 is presented to comply with the final conflict minerals implementing rule

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 10-Q

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 10-Q (Mark one) x QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended March 31, 2014 OR ¨ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number 001-33506 SHORETEL,

Financial Statements and Exhibits, Results of Operations and Financial Condition

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 OR 15(d) of The Securities Exchange Act of 1934 Date of Report (Date of earliest event reported) April 24, 2014 SHORETEL, INC. (Exact name of registrant as specified in its charter) Delaware 001-33506 77-0443568 (State or other jurisdiction of incorporation) (Commission File Numbe

ShoreTel Reports Financial Results for Third Quarter Fiscal Year 2014

ShoreTel Reports Financial Results for Third Quarter Fiscal Year 2014 24 Percent Hosted Revenue Growth Year-Over-Year; Recurring Revenues Reach 40 Percent of Total Revenue SUNNYVALE, Calif.

-

960 Stewart Drive Sunnyvale, CA 94085 www.shoretel.com 800.425.9385 Via EDGAR United States Security and Exchange Commission Division of Corporation Finance 100 F Street, NE Washington, DC 20549 Attention: Joseph M. Kempf, Senior Staff Accountant Dean Suehiro, Senior Staff Accountant Larry Spirgel, Assistant Director Re: ShoreTel, Inc. Form 10-K for the Fiscal Year Ended June 30, 2013 Filed Septem

SHOR / ShorTel, Inc. / Wellington Management Group LLP - DISCLOSURE DOCUMENT Passive Investment

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G Under the Securities Exchange Act of 1934 (Amendment No. 2)* ShoreTel, Inc. (Name of Issuer) Common Stock (Title of Class of Securities) 825211105 (CUSIP Number) December 31, 2013 (Date of Event Which Requires Filing of this Statement) Check the appropriate box to designate the rule pursuant to which this Schedule

SHOR / ShorTel, Inc. / Park West Asset Management LLC - SHORETEL SCH 13G AM 1 Passive Investment

SC 13G/A 1 shoretel13gam1dec13.htm SHORETEL SCH 13G AM 1 UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G Under the Securities Exchange Act of 1934 (Amendment No. 1)* SHORETEL, INC. (Name of Issuer) COMMON STOCK, $0.001 PAR VALUE PER SHARE (Title of Class of Securities) 825211105 (CUSIP Number) December 31, 2013 (Date of Event Which Requires Filing of this State

SHOR / ShorTel, Inc. / FRANKLIN RESOURCES INC Passive Investment

shor13a2.htm - Generated by SEC Publisher for SEC Filing CUSIP NO. 825211105 13G Page 1 of 13 UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G Under the Securities Exchange Act of 1934 (Amendment No. 2)* SHORETEL, INC. (Name of Issuer) Common Stock, $0.001 par value (Title of Class of Securities) 825211105 (CUSIP Number) December 31, 2013 (Date of Event Which Re

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 10-Q

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 10-Q (Mark one) x QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended December 31, 2013 OR ¨ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number 001-33506 SHORETE

SECOND AMENDMENT

Exhibit 10.2 SECOND AMENDMENT THIS SECOND AMENDMENT (this “Amendment”) is made and entered into as of the last date set forth in the signature blocks below, by and between WILSON OAKMEAD WEST, LLC, a Delaware limited liability company (“Landlord”), and SHORETEL, INC., a Delaware corporation (“Tenant”). RECITALS A. Landlord (as successor in interest to Carr NP Properties, L.L.C., a Delaware limited

[FENWICK & WEST LETTERHEAD] February 7, 2014

Exhibit 5.01 [FENWICK & WEST LETTERHEAD] February 7, 2014 ShoreTel, Inc. 960 Stewart Drive Sunnyvale, California 94085 Ladies and Gentlemen: At your request, we have examined the Registration Statement on Form S-8 (the “Registration Statement”) to be filed by ShoreTel, Inc., a Delaware corporation (the “Company”) with the Securities and Exchange Commission on or about February 7, 2014 in connectio

- SHORETEL, INC S-8 2-7-2014

As filed with the Securities and Exchange Commission on February 7, 2014 Registration No.

[Remainder Blank]

EX-10.1 2 ex101.htm EXHIBIT 10.1 Exhibit 10.1 November 22, 2013 Keith Nealon c/o ShoreTel, Inc. 960 Stewart Drive Sunnyvale, CA 94085 Dear Keith, RE: Transitional Employment We acknowledge receipt of your resignation of employment to be effective on February 28, 2014. We are pleased that you will be staying on in your current role through December 31, 2013 and in an advisory role for a transitiona

Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements of Certain Officers

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT PURSUANT TO SECTION 13 or 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 Date of report (Date of earliest event reported): January 30, 2014 SHORETEL, INC. (Exact Name of Registrant as Specified in its Charter) Delaware (State or Other Jurisdiction of Incorporation) 001-33506 77-0443568 (Commission File Nu

ShoreTel Reports Financial Results for Second Quarter Fiscal Year 2014

ShoreTel Reports Financial Results for Second Quarter Fiscal Year 2014 27 Percent Cloud Revenue Growth Year-Over-Year; 9 Percent Premise Revenue Growth Year-Over-Year SUNNYVALE, Calif.

Financial Statements and Exhibits, Results of Operations and Financial Condition - FORM 8-K

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 OR 15(d) of The Securities Exchange Act of 1934 Date of Report (Date of earliest event reported) January 23, 2014 SHORETEL, INC. (Exact name of registrant as specified in its charter) Delaware 001-33506 77-0443568 (State or other jurisdiction of incorporation) (Commission File Num

Entry into a Material Definitive Agreement, Creation of a Direct Financial Obligation or an Obligation under an Off-Balance Sheet Arrangement of a Registrant - SHORETEL INC 8-K 12-11-2013

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT PURSUANT TO SECTION 13 or 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 Date of report (Date of earliest event reported): December 11, 2013 SHORETEL, INC. (Exact Name of Registrant as Specified in Charter) Delaware (State or Other Jurisdiction of Incorporation) 001-33506 77-0443568 (Commission File Numbe

SHOR / ShorTel, Inc. / Park West Asset Management LLC - SHORETEL SCH 13G Passive Investment

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G Under the Securities Exchange Act of 1934 (Amendment No. )* SHORETEL, INC. (Name of Issuer) COMMON STOCK, $0.001 PAR VALUE PER SHARE (Title of Class of Securities) 825211105 (CUSIP Number) November 26, 2013 (Date of Event Which Requires Filing of this Statement) Check the appropriate box to designate the rule purs

Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements of Certain Officers

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 OR 15(d) of The Securities Exchange Act of 1934 Date of Report (Date of earliest event reported) November 22, 2013 SHORETEL, INC. (Exact name of registrant as specified in its charter) Delaware 001-33506 77-0443568 (State or other jurisdiction of incorporation) (Commission File Nu

Submission of Matters to a Vote of Security Holders - SHORETEL, INC 8-K 11-12-2013

UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 8-K Current Report Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 November 12, 2013 Date of Report (Date of earliest event reported) SHORETEL, INC. (Exact name of Registrant as specified in its charter) Delaware (State or other jurisdiction of incorporation) 001-33506 77-0443568 (Commission file nu

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 10-Q

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 10-Q (Mark one) x QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended September 30, 2013 OR ¨ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number 001-33506 SHORET

ShoreTel Reports Financial Results For First Quarter Fiscal Year 2014

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Financial Statements and Exhibits, Results of Operations and Financial Condition - FORM 8-K

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 OR 15(d) of The Securities Exchange Act of 1934 Date of Report (Date of earliest event reported) October 30, 2013 SHORETEL, INC. (Exact name of registrant as specified in its charter) Delaware 001-33506 77-0443568 (State or other jurisdiction of incorporation) (Commission File Num

- SHORETEL INC DEF 14A 11-12-2013

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 14A (RULE 14a-101) SCHEDULE 14A INFORMATION Proxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934 Filed by the Registrant þ Filed by a Party other than the Registrant o Check the appropriate box: o Preliminary Proxy Statement o Confidential, for Use of the Commission Only (as permitted by Ru

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 10-K

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 10-K þ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the year ended June 30, 2013 or o TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 Commission file number: 001-33506 SHORETEL, INC. (Exact name of Registrant as specified in its charter)

ShoreTel, Inc. Executive Incentive Compensation Plan

EX-10.08 4 ex1008.htm EXHIBIT 10.08 Exhibit 10.8 ShoreTel, Inc. Executive Incentive Compensation Plan The purpose of the ShoreTel, Inc. (the “Company”) Executive Incentive Compensation Plan (the “Plan”) is to incentivize Company executives, including the CEO, to achieve key corporate objectives that maximize shareholder value. Executives participating in the Plan will be designated by the Compensa

EXECUTIVE EMPLOYMENT AGREEMENT

EX-10.5 2 ex105.htm EXHIBIT 10.5 Exhibit 10.5 EXECUTIVE EMPLOYMENT AGREEMENT This Executive Employment Agreement (the “Agreement”) is made and entered into as of August 12, 2013 (“Effective Date”), by and between ShoreTel, Inc., a Delaware corporation (the “Company”), and Donald Joos (the “Executive”). 1. POSITION AND DUTIES Executive will serve as the Company’s President and Chief Executive Offic

Subsidiary Name

EX-21 5 ex21.htm EXHIBIT 21 Exhibit 21 Subsidiaries Subsidiary Name Jurisdiction ShoreTel International, Inc. Delaware, USA ShoreTel Pty Ltd Australia ShoreTel UK Ltd UK ShoreTel GmbH Germany ShoreTel Singapore Pte. Ltd. Singapore ShoreTel Canada Limited Canada ShoreTel Philippines Corporation Philippines ShoreTel Communications Private Limited India Agito Networks, Inc. Delaware, USA M5 Networks,

[Remainder Blank]

EX-10.6 3 ex106.htm EXHIBIT 10.6 Exhibit 10.6 August 7, 2013 Peter Blackmore c/o ShoreTel, Inc. 960 Stewart Drive Sunnyvale, CA 94085 Dear Peter, We are pleased to extend you a transitional offer of employment with ShoreTel, Inc. (“ShoreTel” or the “Company”). This letter (the “Agreement”) confirms the agreement between you and ShoreTel regarding the terms of your continued employment and your sep

ShoreTel Reports Financial Results for Fourth Quarter and Fiscal Year 2013

ShoreTel Reports Financial Results for Fourth Quarter and Fiscal Year 2013 Record Premise Revenue and Profits, 35% Cloud Revenue Growth SUNNYVALE, Calif.

Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements of Certain Officers, Financial Statements and Exhibits, Results of Operations and Financial Condition

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 OR 15(d) of The Securities Exchange Act of 1934 Date of Report (Date of earliest event reported) August 8, 2013 SHORETEL, INC. (Exact name of registrant as specified in its charter) Delaware 001-33506 77-0443568 (State or other jurisdiction of incorporation) (Commission File Numbe

Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements of Certain Officers - FORM 8-K

UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 8-K Current Report Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 May 23, 2013 Date of Report (Date of earliest event reported) SHORETEL, INC. (Exact name of Registrant as specified in its charter) Delaware (State or other jurisdiction of incorporation) 001-33506 77-0443568 (Commission file number)

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 10-Q

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 10-Q (Mark one) x QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended March 31, 2013 OR ¨ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number 001-33506 SHORETEL,

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UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 8-K Current Report Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 May 6, 2013 Date of Report (Date of earliest event reported) SHORETEL, INC. (Exact name of Registrant as specified in its charter) Delaware (State or other jurisdiction of incorporation) 001-33506 77-0443568 (Commission file number)

ShoreTel Reports Financial Results For Third Quarter Fiscal Year 2013 Company Delivers 28 Percent Year-Over-Year Growth in Cloud, Solid Performance in Premise and Returns to Non-GAAP Operating Profit

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Financial Statements and Exhibits, Results of Operations and Financial Condition

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 OR 15(d) of The Securities Exchange Act of 1934 Date of Report (Date of earliest event reported) April 30, 2013 SHORETEL, INC. (Exact name of registrant as specified in its charter) Delaware 001-33506 77-0443568 (State or other jurisdiction of incorporation) (Commission File Numbe

-

960 Stewart Drive Sunnyvale, CA 94085 www.shoretel.com 800.425.9385 Via EDGAR United States Securities and Exchange Commission Division of Corporation Finance 100 F Street, NE Washington, DC 20549 Attention: Dean Suehiro, Senior Staff Accountant Robert Shapiro, Staff Accountant Larry Spirgel, Assistant Director Greg Dunas, Attorney Advisor Paul Fischer, Attorney Advisor Re: ShoreTel, Inc. Form 10-

Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements of Certain Officers

UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 8-K Current Report Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 March 5, 2013 Date of Report (Date of earliest event reported) SHORETEL, INC. (Exact name of Registrant as specified in its charter) Delaware (State or other jurisdiction of incorporation) 001-33506 77-0443568 (Commission file number

SHOR / ShorTel, Inc. / WELLINGTON MANAGEMENT GROUP LLP - DISCLOSURE DOCUMENT Passive Investment

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G Under the Securities Exchange Act of 1934 (Amendment No. 1)* ShoreTel, Inc. (Name of Issuer) Common Stock (Title of Class of Securities) 825211105 (CUSIP Number) December 31, 2012 (Date of Event Which Requires Filing of this Statement) Check the appropriate box to designate the rule pursuant to which this Schedule

SHOR / ShorTel, Inc. / FRANKLIN RESOURCES INC Passive Investment

CUSIP NO. 825211105 13G Page 1 of 14 UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G Under the Securities Exchange Act of 1934 (Amendment No. 1)* SHORETEL, INC. (Name of Issuer) Common Stock, $0.001 par value (Title of Class of Securities) 825211105 (CUSIP Number) December 31, 2012 (Date of Event Which Requires Filing of this Statement) Check the appropriate bo

SHOR / ShorTel, Inc. / PRICE T ROWE ASSOCIATES INC /MD/ - SHOR AS OF 12/31/12 Passive Investment

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G Under the Securities Exchange Act of 1934 (Amendment No. 2)* SHORETEL INC (Name of Issuer) COMMON STOCK (Title of Class of Securities) 825211105 (CUSIP Number) December 31, 2012 (Date of Event which Requires Filing of Statement) Check the appropriate box to designate the Rule pursuant to which this Schedule is fil

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 10-Q

10-Q 1 form10q.htm SHORETEL INC 10-Q 12-31-2012 UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 10-Q (Mark one) x QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended December 31, 2012 OR o TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period

[FENWICK & WEST LETTERHEAD] February 8, 2013

Exhibit 5.01 [FENWICK & WEST LETTERHEAD] February 8, 2013 ShoreTel, Inc. 960 Stewart Drive Sunnyvale, California 94085 Ladies and Gentlemen: At your request, we have examined the Registration Statement on Form S-8 (the “Registration Statement”) to be filed by ShoreTel, Inc., a Delaware corporation (the “Company”) with the Securities and Exchange Commission on or about February 8, 2013 in connectio

Four Fiscal Quarter Period Ending Minimum Consolidated EBITDA March 31, 2012 $ 1 June 30, 2012 $ 1,000,000 September 30, 2012 $ (1,500,000 ) December 31, 2012 $ (1,500,000 ) March 31, 2013 $ (1,000,000 ) June 30, 2013 $ 1 September 30, 2013 $ 1 Decem

Exhibit 10.1 November 12, 2012 ShoreTel, Inc. 960 Stewart Drive Sunnyvale, CA 94085 Attn: Michael Healy, CFO Re: (i) Credit Agreement, dated as of March 15, 2012, among ShoreTel, Inc., a Delaware corporation (the ?Borrower?), the ?Lenders? party thereto (each a ?Lender? and, collectively, the ?Lenders?), and Silicon Valley Bank, a California corporation, as administrative agent and collateral agen

- SHORETEL INC S-8 2-8-2013

As filed with the Securities and Exchange Commission on February 8, 2013 Registration No.

Submission of Matters to a Vote of Security Holders

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT PURSUANT TO SECTION 13 OR 15(D) OF THE SECURITIES EXCHANGE ACT OF 1934 Date of Report (Date of Earliest Event Reported): November 2, 2012 SHORETEL, INC. (Exact Name of the Registrant as Specified in Its Charter) Delaware (State or Other Jurisdiction of Incorporation) 001-33506 77-0443568 (Commission Fil

Financial Statements and Exhibits, Results of Operations and Financial Condition - FORM 8-K

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 OR 15(d) of The Securities Exchange Act of 1934 Date of Report (Date of earliest event reported) January 30, 2013 SHORETEL, INC. (Exact name of registrant as specified in its charter) Delaware 001-33506 77-0443568 (State or other jurisdiction of incorporation) (Commission File Num

ShoreTel Reports Financial Results for Second Quarter of Fiscal Year 2013 Cloud Division Growth Drives 29 Percent Year Over Year Revenue Improvement

ShoreTel Reports Financial Results for Second Quarter of Fiscal Year 2013 Cloud Division Growth Drives 29 Percent Year Over Year Revenue Improvement SUNNYVALE, Calif.

Entry into a Material Definitive Agreement - SHORETEL INC 8-K 12-4-2012

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT PURSUANT TO SECTION 13 or 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 Date of report (Date of earliest event reported): December 4, 2012 SHORETEL, INC. (Exact Name of Registrant as Specified in Charter) Delaware (State or Other Jurisdiction of Incorporation) 001-33506 77-0443568 (Commission File Number

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 10-Q

10-Q 1 form10q.htm SHORETEL INC 10-Q 9-30-2012 UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 10-Q (Mark one) x QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended September 30, 2012 OR ¨ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period

ShoreTel Reports Financial Results for First Quarter of Fiscal Year 2013 Cloud Division, Existing Customers and Strong International Sales Drove 39 Percent Year-over-Year Revenue Growth

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Financial Statements and Exhibits, Results of Operations and Financial Condition - FORM 8-K

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 OR 15(d) of The Securities Exchange Act of 1934 Date of Report (Date of earliest event reported) October 30, 2012 SHORETEL, INC. (Exact name of registrant as specified in its charter) Delaware 001-33506 77-0443568 (State or other jurisdiction of incorporation) (Commission File Num

- SHORETEL, INC DEF 14A 11-2-2012

DEF 14A 1 formdef14a.htm SHORETEL, INC DEF 14A 11-2-2012 UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 14A (RULE 14a-101) SCHEDULE 14A INFORMATION Proxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934 Filed by the Registrant þ Filed by a Party other than the Registrant o Check the appropriate box: o Preliminary Proxy Statement o Confide

Subsidiary Name

EX-21 2 ex21.htm EXHIBIT 21 Exhibit 21 Subsidiaries Subsidiary Name Jurisdiction ShoreTel International, Inc. Delaware, USA ShoreTel Pty Ltd Australia ShoreTel Ltd UK UK ShoreTel GmbH Germany ShoreTel Singapore Pte. Ltd. Singapore 8058644 Canada, Inc. Canada ShoreTel Philippines Corporation Philippines ShoreTel Communications Private Limited India Agito Networks, Inc. Delaware, USA M5 Networks, In

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 10-K þ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the year ended June 30, 2012 or o TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 Commission file number: 001-33506 SHORETEL, INC. (Exact name of Registrant as specified in its charter)

Financial Statements and Exhibits, Results of Operations and Financial Condition - SHORETEL, INC. 8-K

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 OR 15(d) of The Securities Exchange Act of 1934 Date of Report (Date of earliest event reported) August 14, 2012 SHORETEL, INC. (Exact name of registrant as specified in its charter) Delaware 001-33506 77-0443568 (State or other jurisdiction of incorporation) (Commission File Numb

ShoreTel Reports Financial Results for Fourth Quarter and Fiscal Year 2012 Addition of Cloud Business Helps Drive 39 Percent Sequential Growth in Seasonally Strong Quarter

Exhibit 99.1 ShoreTel Reports Financial Results for Fourth Quarter and Fiscal Year 2012 Addition of Cloud Business Helps Drive 39 Percent Sequential Growth in Seasonally Strong Quarter SUNNYVALE, Calif.-(BUSINESS WIRE)-August 14, 2012-ShoreTel® (NASDAQ:SHOR), the leading provider of brilliantly simple phone and Unified Communication (UC) systems for both premise and cloud-based solutions, today an

Financial Statements and Exhibits, Completion of Acquisition or Disposition of Assets - SHORETEL INC 8-K A 3-23-2012

UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 8-K/A (Amendment No. 1 to Form 8-K) Current Report Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): March 23, 2012 SHORETEL, INC. (Exact name of Registrant as specified in its charter) Delaware (State or other jurisdiction of incorporation) 001-33506

SHORETEL, INC. AND SUBSIDIARIES UNAUDITED PRO FORMA CONDENSED COMBINED FINANCIAL STATEMENTS

Exhibit 99.2 SHORETEL, INC. AND SUBSIDIARIES UNAUDITED PRO FORMA CONDENSED COMBINED FINANCIAL STATEMENTS The following unaudited pro forma condensed combined financial statements are presented to give effect to the purchase by ShoreTel, Inc. (“ShoreTel”, the “Company”) of all of the outstanding capital stock of M5 Networks, Inc. (“M5”), on March 23, 2012. The pro forma information was prepared bas

Report of Independent Auditors

Exhibit 99.1 M5 Networks, Inc. and Subsidiaries Consolidated Financial Statements December 31, 2011 and 2010 M5 NETWORKS, INC. AND SUBSIDIARIES Index to Consolidated Financial Statements Consolidated Financial Statements Report of Independent Auditors 2 Consolidated Balance Sheets 3 Consolidated Statements of Operations 4 Consolidated Statements of Changes in Shareholders’ Deficit 5 Consolidated S

$50,000,000 SENIOR SECURED CREDIT FACILITIES CREDIT AGREEMENT dated as of March 15, 2012, SHORETEL, INC. as the Borrower, THE LENDERS FROM TIME TO TIME PARTIES HERETO, SILICON VALLEY BANK, as Administrative Agent

Exhibit 10.1 EXECUTION VERSION $50,000,000 SENIOR SECURED CREDIT FACILITIES CREDIT AGREEMENT dated as of March 15, 2012, among SHORETEL, INC. as the Borrower, THE LENDERS FROM TIME TO TIME PARTIES HERETO, and SILICON VALLEY BANK, as Administrative Agent Table of Contents Page SECTION 1 DEFINITIONS 1 1.1 Defined Terms 1 1.2 Other Definitional Provisions 27 SECTION 2 AMOUNT AND TERMS OF COMMITMENTS

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 10-Q

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 10-Q (Mark one) x QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended March 31, 2012 OR ¨ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number 001-33506 SHORETEL,

Financial Statements and Exhibits, Results of Operations and Financial Condition

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 OR 15(d) of The Securities Exchange Act of 1934 Date of Report (Date of earliest event reported) April 30, 2012 SHORETEL, INC. (Exact name of registrant as specified in its charter) Delaware 001-33506 77-0443568 (State or other jurisdiction of incorporation) (Commission File Numbe

ShoreTel Reports Financial Results for Third Quarter Fiscal Year 2012 Completes M5 Cloud IP Telephony Acquisition

Exhibit 99.1 ShoreTel Reports Financial Results for Third Quarter Fiscal Year 2012 Completes M5 Cloud IP Telephony Acquisition SUNNYVALE, Calif.-(BUSINESS WIRE)-April 30, 2012-ShoreTel® (NASDAQ: SHOR), the leading provider of brilliantly simple premise and cloud-based business phone system and communication solutions with fully integrated unified communications (UC), today announced financial resu

Unregistered Sales of Equity Securities, Financial Statements and Exhibits, Completion of Acquisition or Disposition of Assets - SHORETEL, INC 8-K 3-23-2012

UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 8-K Current Report Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 March 23, 2012 Date of Report (Date of earliest event reported) SHORETEL, INC. (Exact name of Registrant as specified in its charter) Delaware (State or other jurisdiction of incorporation) 001-33506 77-0443568 (Commission file numbe

Entry into a Material Definitive Agreement - SHORETEL INC 8-K 3-15-2012

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT PURSUANT TO SECTION 13 or 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 Date of report (Date of earliest event reported): March 15, 2012 SHORETEL, INC. (Exact Name of Registrant as Specified in Charter) Delaware (State or Other Jurisdiction of Incorporation) 001-33506 77-0443568 (Commission File Number)

Submission of Matters to a Vote of Security Holders - SHORETEL INC 8-K/A 11-15-2011

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K/A CURRENT REPORT PURSUANT TO SECTION 13 OR 15(D) OF THE SECURITIES EXCHANGE ACT OF 1934 Date of Report (Date of Earliest Event Reported): November 15, 2011 SHORETEL, INC. (Exact Name of the Registrant as Specified in Its Charter) Delaware (State or Other Jurisdiction of Incorporation) 001-33506 77-0443568 (Commission

Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements of Certain Officers - SHORETEL INC 8-K 03-01-2012

UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 8-K Current Report Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 March 1, 2012 Date of Report (Date of earliest event reported) SHORETEL, INC. (Exact name of Registrant as specified in its charter) Delaware (State or other jurisdiction of incorporation) 001-33506 77-0443568 (Commission file number

SHOR / ShorTel, Inc. / WELLINGTON MANAGEMENT GROUP LLP - DISCLOSURE DOCUMENT Passive Investment

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G Under the Securities Exchange Act of 1934 (Amendment No. )* ShoreTel, Inc. (Name of Issuer) Common Stock (Title of Class of Securities) 825211105 (CUSIP Number) December 31, 2011 (Date of Event Which Requires Filing of this Statement) Check the appropriate box to designate the rule pursuant to which this Schedule

SHOR / ShorTel, Inc. / LEHMAN BROTHERS HOLDINGS INC. PLAN TRUST - AMENDMENT NO. 1 TO SCHEDULE 13G Passive Investment

Amendment No. 1 to Schedule 13G SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 Schedule 13G Under the Securities Exchange Act of 1934 (Amendment No. 1) ShoreTel Inc. (Name of Issuer) Common Stock, $0.001 Par Value (Title of Class of Securities) 825211105 (CUSIP Number) December 31, 2011 (Date of Event Which Requires Filing of this Statement) Check the appropriate box to designate the ru