FedEx (FDX) shareholders send mixed signals while the firm could again become the target of activist investors. Will a say-on-pay vote failure, low support for new director Smith, and support for Chevedden be a wake up call?
Insight that Drives the Boardroom
Stay ahead with data-backed research, governance analysis, and expert commentary for investors, activists, and corporate leaders.
Activism & Governance
September 2025 Proxy Votes: Where Patience Should Be Running Out
September 2025 proxy voting results: Which company boards earned shareholder support and which faced rejection? Analysis of director elections, say-on-pay votes, and governance issues at major corporations.
Anson Funds and Clear Channel Outdoor: A Potential Proxy Fight
Who would win a proxy showdown at Clear Channel? Anson Funds is pushing for a sale—get the analysis and implications for investors.
Which Directors Deserve Your Vote? October Shareholder Meeting Insights from Boardroom Alpha
October shareholder meetings are here. See which directors to support, monitor CEO transitions, and assess activist risk with Boardroom Alpha insights.
Executive Moves Update – September 19, 2025
Struggling Crown Castle names Christian Hillabrant CEO, Dexcom appoints interim leaders, Canopy Growth installs CFO amid losses, Bank of America strengthens leadership team. See this week’s key executive moves.
Executive Moves Update – September 12, 2025
Notable executive changes this week: Sarah Noonberg at AbCellera, Joshua Reed at Alkermes, Kenneth Duda at Arista, and CEO transition at CF Industries.
Director Support & Say-on-Pay: September 2025 Shareholder Votes to Date
September 2025 shareholder votes to date: Nike board protected by unequal share class voting power; Under Armour should be feeling more heat; and more.
Executive Moves Update – September 5, 2025
Weekly U.S. executive changes: Todd Morgenfeld (Axon), Balazs Fejes (EPAM), Mike Rosenbaum (DocuSign), and others in key leadership roles and governance shifts.
Which Directors Deserve Your Vote? September Shareholder Meeting Insights from Boardroom Alpha
Investor guide to September shareholder meetings: Boardroom Alpha’s Voting Guidance Engine shows which directors at PepsiCo, Gen Digital, and Honeywell deserve support—and where underperformance and governance red flags warrant ‘against’ votes.
Elliott Pushes for Change at PepsiCo – And Why Boardroom Alpha Agrees
Elliott takes a $4B stake in PepsiCo, pushing for change. Boardroom Alpha analysis shows lagging TSR, governance red flags, insider selling, and weak board ratings. Our vote guidance calls for multiple ‘AGAINST’ votes, echoing Elliott’s recent wins at HPE, Honeywell, and Phillips 66.
SPAC & IPO Analysis
Daily SPAC Update – February 5, 2026
5 Days, 5 SPAC IPOs for February as Hennessey Capital VIII and Cantor Equity Partners VI Launch. DT Coud Star Deal with Regenertive Medicine Company PrimeGen US.
Daily SPAC Update – February 4, 2026
Colombier Acquisition III SPAC Debut. Launch One and Minovia Therapeutics Deal Terminated. New Sponsor/Team at Sim Acquisition. Silverbox IV/Parataxis Investor Deck.
Daily SPAC Update – February 3, 2026
Iris Acquisition Corp II SPAC IPO Makes it Two For February. EQV Ventures Transcript.
Daily SPAC Update – February 2, 2026
Another New SPAC Starts February as White Pearl IPOs. Constellation Acquisition Extension Approved. Spring Valley and EQV Set Deal Vote Dates.
Daily SPAC Update – January 30, 2026
3 New SPAC IPOs Make it 24 for January. Rare Failed Extension Vote Sees AA Mission Acquisition Set to Liquidate.
Daily SPAC Update – January 29, 2026
K2 Capital Acquisition and Xsolla SPAC 1 IPO. Relativity Sets Extension Vote Date. Bluerock and Meshflow Announce Separate Trading Dates. GalaxyEdge Withdraws Registration.
Daily SPAC Update – January 28, 2026
Kraken and Tribe Capital IPO KrakAcquisition Corp and Space Asset Acquisition Debuts for $200 Million. AA Mission Extension Vote. Churchill Capital IX Delays Deal Vote.
Daily SPAC Update – January 27, 2026
2 New SPAC IPOs. Keen Vision Extension Approved. Constellation Acquisition Extension Vote Today. Black Spade II and Hall Chadwick Separate Trading.
Daily SPAC Update – January 26, 2026
Lake Superior + Openmarkets Group Announced Crypto SPAC Deal. PHP Ventures Extension Approved. Churchill Capital Sets Deal Vote Date.
Daily SPAC Update – January 23, 2026
5 SPAC IPOs Show SPACs Are Back. Israel Acquisition Extension Approved. Safeguard and Leapfrog Start Separate Trading.