Governance, executive, and activist analysis — backed by the data.
Pay-package deep dives. Activism reviews. Weekly market notes. Every CEO and CFO move that mattered, framed by analysts who know the file.
Curated analysis from our team
BlackRock’s index funds backed Musk’s Tesla award and opposed Alphabet’s executive pay
BlackRock’s annual voting report gives totals and a few dozen examples. Its US funds’ vote filings show which companies, directors and proposals its index funds opposed, and where its two stewardship teams disagreed.
MongoDB’s CEO leaves for Meta after 10 months
The board starts its second CEO search in about a year, with former CEO Dev Ittycheria back as interim chief. The stock fell 18% on the day of the announcement.
Turning Point Brands names its chairman CEO
David Glazek takes over from Graham Purdy on October 1. The company has not said who will chair the board.
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…
From the desk this month
Founder Vishal Garg retakes Better Home & Finance board and removes interim CEO
By our estimate about two-thirds of the consents came from holders other than Garg. His new board now has to deliver on his 90-day plan.
Wingstop Paid Michael Skipworth $35 Million for 2025. Since Then, a 58% Fall and a Second Board Seat.
How Wingstop’s board arrived at $35.3 million for its chief executive, what its performance measures actually track, and why half the shareholders voted no.
Workday cuts jobs again; its stock tops CEO’s first pay hurdle
The 2.5% cut is the fourth since 2023. By our calculation, the stock has also cleared the first price hurdle on CEO Aneel Bhusri’s performance award, a tranche worth about $26…
Conagra shareholders revolt over pay, again
Say-on-pay barely passed, with 50.8%, the third result under 70% in four years, as the stock lost 43% over five years.
Gen Digital shareholders vote down executive pay
Support fell to 40.6% from 93.3% after CEO Vincent Pilette’s reported pay rose to $83.6 million, lifted by a one-time award valued at $50.1 million. It is the company’s first…
This Week’s Executive Moves — July 31, 2026
Leadership resets split between market darlings and governance problem children this week: 16 CEO changes, 18 CFO changes and Industrials leading with 7 CEO/CFO transitions.…
The daily SPAC brief
SPAC Market Update October 7, 2026: KOYN to Merge with First Digital, UYSC $450K Extension Deposit
Cslm Digital Asset Acquisition Corp III Ltd (KOYN) announced a merger with First Digital on October 6, 2026, with no transaction dollar value disclosed. First Digital offers trust…
SPAC Market Update October 6, 2026: SIMA-AIT Binding LOI, LPBB Vote Postponed
SIM Acquisition Corp I (SIMA) signed a binding LOI to acquire AIT on October 6, 2026, with no transaction dollar value disclosed. Separately, Launch Two Acquisition Corp (LPBB)…
SPAC Market Update October 5, 2026: Piermont Adds $5M PIPE, HCAC $2.1M PIPE, TAVI Sponsor Handoff
Piermont added a $5M PIPE for thier business combination on October 5, 2026. Separately, Hall Chadwick Acquisition Corp (HCAC) inked a $2.1M PIPE tied to its REEcycle merger, and…
SPAC Market Update October 2, 2026: XRPN-Evernorth Deal Approved, MSSAF Liquidates
Armada Acquisition Corp II (XRPN) won shareholder approval for its combination with Evernorth Holdings Inc. on October 2, 2026; no redemption dollar figure was provided.…
SPAC Market Update October 1, 2026: PORT Prices $200M IPO
Southport Acquisition Corp. II (PORT) priced a $200M SPAC IPO on October 1, 2026, with 101.0% initial trust funding. The Southport Acquisition Sponsor II LLC vehicle targets…
SPAC Market Update September 30, 2026: IVCBF $22M Extension Redemptions, BSAA Sponsor Sale
Investcorp Europe Acquisition Corp I (IVCBF) won extension approval on September 30, 2026 after $22M in redemptions, moving its deadline to December 17, 2029. Separately, BEST…
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.