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 – January 13, 2026
D. Boral ARC + Exascale Labs Deal. AA Mission Sets Extension Vote Date. Ribbon Updates on Redemptions at Extension Vote.
Daily SPAC Update – January 12, 2026
Ribbon Acquisition Extension Approved to 2027. Everest Consolidator and Clean Energy Special Situations Set Extension Votes. Crane Harbor II Separate Trading.
Daily SPAC Update – January 9, 2026
Lafayette Digital I $250 million IPO. Broad Capital and Ribbon Acquisition Extension Votes. Crane Harbor II and Twelve Seas III Separate Trading.
Daily SPAC Update – January 8, 2026
Gundlach’s Bleichroeder Acquisition II $250M SPAC IPO. Cartica Deal with Nidar Infrastructure Terminated and Expects to Liquidate. Twelve Seas Investment Separate Trading.
Daily SPAC Update – January 7, 2026
Soren Acquisition IPO Makes it 3 Already in January. Compass Digital Announced Deal with Key Mining. Welsbach Technology DeSPACs to Evolution Metals.
Daily SPAC Update – January 6, 2026
Lawrence Ho Brings Black Spade III to the Market while Daniel Cohen Launches $220M SPAC. Wellsbach and Metal Sky Extensions Approved. Blueport and Allusa Energy Separate Trading.
Daily SPAC Update – January 5, 2026
Welsbach Technology Metals, Metal Sky Star, and SLAM Extensions Confirmed. PHP Ventures and Columbus Acquisition Set Extension Votes.
Daily SPAC Update – December 31, 2025
December Delivers: SPAC Issuance Caps a Quietly Resurgent 2025
Daily SPAC Update – December 30, 2025
Plum III + Tactical Resources Deal Approved. Future Vision II + Viwo Technologies Deal Terminated. Metal Sky Star annd Welsbach Technology Extension Votes.
Daily SPAC Update – December 24, 2025
SLAM Corp Extension Vote. Corner Growth Acquisition 2 and Alphatime Extensions Approved. Cantor Equity Partners III Transcript. Westin Acquisition Separate Trading.