For these 50+ companies where shareholders lost big over the last 3 years, shareholders will want to know why CEO pay is up.
Research & Analysis
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Activism, Governance, & Executive Moves
Weekly Activism & Executive Moves Review (April 19)
180 Degree Capital and Comscore (SCOR) move forward amicably. FEYR enters cooperation agreement with Teknovekst Invest AS. Jabil CEO put on administrative leave.
2024 Say-On-Pay Votes: 25 Companies Where Shareholders Are Unhappy
An early look at 2024 Say-On-Pay votes. 25 companies and their compensation consultants leave shareholders wanting better.
Weekly Activism & Executive Moves Review (April 12)
Macy’s and Arkhouse / Brigade enter an agreement, but the fight isn’t over yet. Illumina gets a new CFO as shareholders wait for Icahn’s directors to change trajectory. ANGI gets a new CEO as IAC CEO Levin steps aside.
Vanguard & Blackrock Should Vote “AGAINST” Directors at These April Shareholder Meetings
Vanguard and Blackrock should protect the owners of their funds and vote “AGAINST” to these directors in April.
Weekly Activism & Executive Moves Review (April 5)
Disney and Iger win against Trian, Peltz, and Blackwell’s. ELAN / Ancora, MRC / Engine Capital, TWLO / Sachem Cooperation Agreements. 4 Co-CEOs Leave.
SPAC Analysis
Daily SPAC Update – April 25, 2024
XFIN Extension Vote. SCRM Non-Redemption Agreement. INAQ Fires CEO/CFO After Improper Trust Actions.
Daily SPAC Update – April 24, 2024
FNVT Corrects Trust Amount. New Investor Deck for ARYD + Adagio Medical.
Daily SPAC Update – April 23, 2024
AIMAU Extension Vote. AEAE Extends to May 2025. LCW + Innventure Investor Presentation. RMGC Denied Relisting on NASDAQ.
Daily SPAC Update – April 22, 2024
MBTC Liquidates. RMGC Reverses Decision to Liquidate. FEXD Extends.