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
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
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…
Rapid7, Trade Desk, Penguin Shift C-Suites This Week — June 5, 2026
Rallies did not buy governance calm. This week brought 17 CEO changes and 23 CFO changes, with 12 companies qualifying as bleeding C-suites after repeated top-office turnover.…
Peloton (PTON), Clorox (CLX), and Six Flags (FUN) Lead This Week’s C-Suite Changes — May 29, 2026
C-suite churn concentrated where market patience is thinnest: consumer cyclicals led CEO/CFO turnover, and the week brought 11 CEO changes and 12 CFO changes overall. Peloton…
Weekly Recap: MO, OHI, WEN Rewire the C-Suite — May 22, 2026
Succession moved from emergency cleanup to portfolio rotation this week, with 24 CEO changes and 21 CFO changes across the tracked C-suite. Altria paired a CEO handoff with a CFO…
HF Sinclair and PagerDuty Drive This Week’s C-Suite Shake-Up — May 15, 2026
HF Sinclair (DINO) terminated its CFO and cycled the CEO seat as DINO surges on oil price turmoil. PagerDuty finally makes its move and replaces CEO Jennifer Tejada after years of…
The daily SPAC brief
SPAC Market Update June 24, 2026: CCXI to Merge with Agility Robotics, QSEA Extension Clears
Churchill Capital Corp Xi (CCXI) announced a merger with Agility Robotics, Inc., a humanoid-robotics developer for warehouses and manufacturing sites, on June 24, 2026.…
SPAC Market Update June 23, 2026: Gores GHXI Prices $312M IPO, CUB Extension Clears After $49M Redemptions
Gores Holdings XI (GHXI) priced a $312M SPAC IPO on June 23, 2026, the only IPO priced today and a marquee Gores Sponsor XI LLC issuance. Separately, Lionheart Holdings (CUB) won…
SPAC Market Update June 19, 2026: TDAC Extension Clears, Papaya Growth Deal Termination Dispute
Translational Development Acquisition Corp (TDAC) won extension approval on June 19, 2026, after $27M was removed from trust, moving the deadline to June 24, 2027. Separately,…
SPAC Market Update June 18, 2026: MACI Extension Clears After $132M Redemptions, 2 IPOs Price
Melar Acquisition Corp I (MACI) won extension approval on June 18, 2026, after $132M was removed from trust, extending its deadline to December 20, 2026. Separately, Wilco 63 Corp…
SPAC Market Update June 17, 2026: ALF Extension Clears After $259M Redemptions, SVAQ-EigenQ Deal
Centurion Acquisition Corp (ALF) won extension approval on June 17, 2026, after $259M was removed from trust, moving its deadline to June 12, 2027. Separately, Silicon Valley…
SPAC Market Update June 16, 2026: YICC Prices $200M IPO, PLMK Sets Extension Vote
Yorkville International Capital Corp. (YICC) priced a $200M SPAC IPO on June 16, 2026, adding a new Nasdaq-listed vehicle backed by Yorkville. The SPAC targets established…
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.