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.
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
Mattel seats its largest holder as another reportedly weighs a proxy fight
EdgePoint says Mattel invited it to name a director after the CEO left. The deal came less than two hours after a report that Southeastern may nominate directors to push for a…
AI insiders sold, hedged and pledged stock. What’s the risk to shareholders?
AI insiders have pledged $71 billion of stock as collateral for loans whose size shareholders aren’t told. If the stocks keep falling, margin lenders can sell.
Could Ethan Allen’s board lose seats in its fight with Doug Bergeron?
Holders vote Nov. 4 on all five seats. We think the board is more likely to keep its majority, but Doug Bergeron has a real chance at one or two seats.
C3.ai is down 76%. Will shareholders push back on Siebel and the board?
Tom Siebel controls 48.9% of the vote, enough at normal turnout to carry the ballot. But shareholders can still object on Monday: to executive pay, three directors and an expanded…
Who is steering CoreWeave through the selloff, and their record so far
The CEO told staff the market can act irrationally. We looked at the three former commodity traders who control CoreWeave, their finance team and three directors who check them.
Bausch + Lomb Pays Departing CEO $75.5 Million, MongoDB Awards Ittycheria $15 Million (Weekly Executive Moves: October 16, 2026)
Bausch + Lomb agreed to pay departing CEO Brent Saunders $75.5 million in cash, and MongoDB gave returning interim CEO Dev Ittycheria $15 million in stock. MSG Sports set James…
The daily SPAC brief
SPAC Market Update October 21, 2026: TRAD to Merge with Korai Flix, SSEA Extension Redemptions
Apex Tech Acquisition Inc (TRAD) announced a merger with Korai Flix Inc, a South Korea-headquartered AI-powered interactive entertainment platform, on October 21, 2026; no…
SPAC Market Update October 20, 2026: QuartzSea Extends with $35 million Redemptions
Apogee Acquisition Corp (AACP) filed a non-reliance 8-K on October 20, 2026, covering previously issued financial statements; Quartzsea Acquisition Corp (QSEA) had $35,824,275…
SPAC Market Update October 19, 2026: TCGX to Merge with TriGemX Bio
Tcgx Acquisition Corp (TCGX) announced a merger with TriGemX Bio on October 19, 2026; no transaction dollar value was disclosed. TriGemX Bio is developing elismetrep, a TRPM8…
SPAC Market Update October 16, 2026: PAII-Sakuu Merger Agreement, TCXB $100M IPO
Pyrophyte Acquisition Corp II (PAII) announced a merger agreement with Sakuu Corp on October 15, 2026; no transaction dollar value was disclosed. Separately, TCGX Acquisition…
SPAC Market Update October 15, 2026: ATII-Forge Nano Vote, OACC Redemption Update
Archimedes Tech Spac Partners Ii Co (ATII) held its Forge Nano, Inc. merger vote on October 15, 2026; no transaction dollar value was disclosed. Forge Nano develops proprietary…
SPAC Market Update October 14, 2026: Frazier Life Sciences II $75M IPO, COPL / Ignite Proteomics Deal Termination
Frazier Life Sciences Acquisition Corp. II (FLSC) priced a $75M IPO on October 14, 2026, targeting therapeutics and other life sciences assets. Frazier Life Sciences Holdings II…
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.