Norfolk Southern vs. Ancora is getting ugly(er). Arena Group promotes insider to CEO after a tough year. Keurig Dr Pepper puts their COO at the helm.
Research & Analysis
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Activism, Governance, & Executive Moves
Despite Shareholders Losing Over 3 Years, CEO Pay is Up at These Companies
For these 50+ companies where shareholders lost big over the last 3 years, shareholders will want to know why CEO pay is up.
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.
SPAC Analysis
Daily SPAC Update – April 26, 2024
XFIN Extends. ALCC + Oklo Deal Vote on May 7. PHYT Extension Vote Today.
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.