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
Late-November meetings to watch, including Oracle, Estée Lauder and Lumentum
How 13 boards facing November votes measure up on returns and governance
November meetings to watch, including Applied Digital, Fox and Axos
Eleven meetings from Nov. 4 to Nov. 13, from a pay vote JAB controls at Coty to a $29 billion Sysco deal holders don’t get to vote on.
Voya’s fight with Toms Capital turns to what Voya told the SEC
Toms Capital says Voya lobbied the SEC to stop its Nov. 24 no-confidence vote and is withholding board minutes about it. The vote binds no one, but the fight raises questions…
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…
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
Bergeron wins control of Ethan Allen’s board, and Kathwari loses his seat
Preliminary results give Bergeron’s slate three of five seats. The new directors now have to settle who runs the company and show their plan works.
HP names ex-GSK chief Emma Walmsley CEO, interim chief becomes chair
GSK returned 71% under Walmsley, against 233% for the S&P 500. She sits on the board of Microsoft, which HP’s 10-K lists as a primary PC competitor.
HF Sinclair, CooperCompanies Rework Their CEO Seats (Weekly Executive Moves: October 30, 2026)
HF Sinclair is handing its CEO job to Steve Ledbetter as CooperCompanies starts a search for a permanent chief. LKQ’s new CEO gets a $12 million equity award after Justin Jude…
Eaton, Expand Energy and Comfort Systems Set Successions (Weekly Executive Moves: October 23, 2026)
Eaton put Paulo Ruiz in the CEO seat after reorganizing its reporting lines, Expand Energy hired Daniel Brown, and Comfort Systems set a CFO handoff after a strong run. Evercore…
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.
The daily SPAC brief
SPAC Market Update November 6, 2026: KFII Extension Passes After $240M Redemptions, COPL $137M Pulled
K&F Growth Acquisition Corp II (KFII) shareholders approved an extension to August 6, 2027 on November 6, 2026 after investors redeemed $240M from trust. Copley Acquisition Corp…
SPAC Market Update November 5, 2026: AACI-Brains, BHAV-Nemi Merger Announcements
Armada Acquisition Corp III (AACI) announced a merger with Brains Bioceutical on November 5, 2026, and Bhav Acquisition Corp (BHAV) announced a merger with Nemi Corp the same day.…
SPAC Market Update November 4, 2026: NTWO Extension Passes After $154M Redemptions
Newbury Street II Acquisition Corp (NTWO) won approval to extend its deadline to February 4, 2027 on November 4, 2026 after $154M was redeemed from trust. Separately, Lake…
SPAC Market Update November 3, 2026: CCXI-Agility Approval After $262M Redemptions
Churchill Capital Corp XI (CCXI) won shareholder approval for its combination with Agility Robotics, Inc. on November 3, 2026 after $262M in redemptions. Cactus Acquisition Corp 1…
SPAC Market Update November 2, 2026: Northstrive to Merge with Nuclea Energy, CCXI-Agility Vote
Northstrive Acquisition Corp I (NSAI) announced a merger with Nuclea Energy Inc., an Ontario advanced-nuclear developer, on November 2, 2026. Separately, Churchill Capital Corp Xi…
SPAC Market Update October 30, 2026: Aldel Financial II Nasdaq Delisting, Dynamix Liquidation
Aldel Financial II Inc (ALDF) faces Nasdaq delisting on November 6, 2026 after failing to submit a compliance plan, the sharpest governance item on October 30, 2026; October SPAC…
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.