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Curated analysis from our team
CEA Industries Agrees to Add Three YZi Labs-Backed Directors Amid 92% Stock Collapse
CEA Industries Inc. (BNC) and YZi Labs Management Ltd. signed a cooperation agreement on June 23, 2026, expanding the board to six directors and immediately seating three YZi Labs-backed nominees — ending YZi Labs’ active campaign against the company. The deal arrives with BNC…
Proxy Fights to Watch in 2026: Pacira, Medallion, Genco & Seer
Boardroom Alpha’s 2026 proxy-fight tracker: Pacira, Medallion, Genco and Seer head to contested votes in June and July — after CarMax, WEX and Lululemon settled with activists.
CEO Pay: The $25 Million Plus Pay Club (2026)
Boardroom Alpha’s 2026 ranking of every U.S. public-company CEO paid $25M+ in fiscal 2025 — 207 in all, led by Welltower Inc’s $821.1M package, which drew just 19% Say-on-Pay…
Why Lululemon Settled: The Signals That Pointed to a Deal, Not a Vote
Chip Wilson won’t get the clean victory he sought — or the defeat the board wanted to hand him. He gets a settlement. We read the dynamics that produced it.
2026 Proxy Season Scorecard: Six Say-on-Pay Failures, AI Lands on Mega-Cap Ballots, and the Anti-ESG Pile-Up
Through May 21, 2026, U.S. public-company shareholders rejected six annual-meeting Say-on-Pay packages outright, voted against 18 directors at 14 companies, and crushed dozens of…
From the desk this month
MBX, Upwork, Sterling Frame This Week’s Executive Churn — July 17, 2026
C-suite rotation split between high performers professionalizing the bench and laggards trying to stabilize finance. The week brought 11 CEO changes and 18 CFO changes, with…
FuboTV Dropping Gandler Highlights This Week’s Moves — July 10, 2026
Underperformers made the loudest succession calls. Fubo dropped David Gandler after a 77% one-year slide, Dow handed Karen Carter a chemical franchise that has lost half its value…
Fortune Brands Names Jesse G. Singh CEO and This Week’s C-Suite Recap — July 3, 2026
Fortune Brands finally gets its CEO, Copart reset the top seat after an 81% peak-to-trough collapse, and Rush Enterprises showed that not every C-suite reset comes from distress.
Weekly Recap: JPM Succession Plus PLNT, CNTA, NKE Moves — June 26, 2026
JP Morgan’s succession shift will dominate the dicussion, but we also saw consumer and healthcare names making moves as laggards swapped operators while biotech winners cleaned up…
Fiserv (FISV), Huntsman (HUN) and Innodate (INOD) Highlight This Week’s C-Suite Changes — June 19, 2026
Fiserv, Huntsman and Innodata reset leadership under very different conditions. FISV changed CEOs after a brutal drawdown, HUN carried merger-era governance baggage, and INOD…
Weekly C-Suite Recap: KALV, MU, MRVL Rewire Boardrooms — June 12, 2026
Volatility, not raw move count, set the tone: 13 CEO changes and 20 CFO changes landed as Healthcare led C-suite turnover with seven CEO/CFO transitions. KalVista reset its…
The daily SPAC brief
SPAC Market Update July 24, 2026: Pelican II and Market Technology Price 2 SPAC IPOs for $275M
Market Technology Acquisition Corp (MTAK) and Pelican Acquisition II Corp (PLCI) priced 2 SPAC IPOs on July 24, 2026, raising $275M combined. Separately, FOUR LEAF ACQUISITION…
SPAC Market Update July 23, 2026: HUDA Extension Approved, BBCQ LTIP Amended
Hudson Acquisition I Corp (HUDA) won extension approval on July 23, 2026, with $94,334 removed from trust and a new deadline of April 18, 2027. Separately, Bleichroeder…
SPAC Market Update July 22, 2026: MBAV $136M Redemption, Apex+TECfusions and Kensington+Nth Cycle Deals
Apex Treasury Corp (APXT) announced a merger with TECfusions, and Kensington Capital Acquisition Corp Vi (KCAC.U) announced a merger with Nth Cycle Inc. MBAV ticker change and…
SPAC Market Update July 21, 2026: B&R Technology and Southern Cross IPO, CDAQ-Key Mining Terminated
Two new SPACs IPO for $425M, Compass Digital / Key Mining deal terminated as it now heads to liquidation, and IPEX, FTII extension votes set.
SPAC Market Update July 20, 2026: FORL Terminates XYDD Deal, BXBL Completes DeSPAC
Four Leaf Acquisition Corp (FORL) terminated its XYDD business combination on July 20, 2026, with XYDD to receive a $2M promissory note and no termination fee. Separately, Boxabl…
SPAC Market Update July 17, 2026: PLMK Extension Clears After $145M Redemptions, AMAC Prices IPO
Plum Acquisition Corp IV (PLMK) won approval to extend its deadline to July 16, 2027 on July 17, 2026 after $145M in redemptions. Separately, AMR Resources Acquisition Corp.…
Governance & Activism Research
Director slates, proxy fights, pay-package deep dives, settlements, and AGM outcomes — emailed as we publish.
Every IPO, vote, and DeSPAC close.
CEO, CFO & director moves, ranked.