September 2025 shareholder votes to date: Nike board protected by unequal share class voting power; Under Armour should be feeling more heat; and more.
Insight that Drives the Boardroom
Stay ahead with data-backed research, governance analysis, and expert commentary for investors, activists, and corporate leaders.
Activism & Governance
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.
Executive Moves Update – August 29, 2025
This week’s executive moves include Philip Carter at AMD, Jamie McConnell at Chipotle, and Martin Patterson at Liberty Broadband, among others.
AstroNova Settles Proxy Fight with Askeladden Capital
AstroNova and Askeladden Capital reached a cooperation agreement on August 21, 2025, following a contested proxy fight. The deal adds a new independent director, sets standstill provisions, and signals governance changes after years of underperformance.
Executive Moves Update – August 22, 2025
This week’s executive changes: Target CEO succession (Michael Fiddelke), Hershey Chair transition (Huong Kraus), Dollar General CFO exit, and more.
Activist Investors Shake Up Portfolios: Q2 2025 13F Highlights
The latest 13F filings reveal huge activist investor moves. See which stocks Elliott, Anson, Corvex, Maverick, Third Point, and Starboard are buying, selling, and betting big on in tech, energy, and consumer sectors.
Executive Moves Update – August 15, 2025
Weekly executive moves roundup: Albemarle COO Netha N. Johnson to exit; Avantor names Emmanuel Ligner CEO; H&R Block CEO Jeffrey J. Jones II retiring; Lyft co-founders Logan Green and John Zimmer leave board; P&G Beauty CEO Alexandra Keith to retire. CFO changes at Citizens Financial, Expand Energy, and Galaxy Digital, plus leadership shifts at Dell, Texas Roadhouse, Open Text, Levi Strauss, PPG Industries, and Woodward.
CEO Pay: Elon Musk Gets $24 Billon Stock Award from Tesla Board
Tesla’s board awards Elon Musk $24 billion in stock. Will this provide the right incentives to drive a renewed focus at TSLA for Musk and turn around what many consider a company off track?
SPAC & IPO Analysis
Daily SPAC Update – February 23, 2026
Real Asset Acquisition Deal with Quantum Computer Company IQM. Spring Valley II + Eagle Energy Metals Deal Vote.
Daily SPAC Update – February 20, 2026
Technology & Telecommunication Extension Vote. Voyager Acquisition (VACH) Sets Deal Vote for March 12. White Pearl Announces Warrant Separation.
Daily SPAC Update – February 19, 2026
SPAC issuance surges as Averin (ACAA), Abony (AACO), and Paloma (PALO) raise $600M. Plus: Cartica (CITE) liquidates and Iris (IRAB) units separate.
Daily SPAC Update – February 18, 2026
Armada Acquisition III IPOs for $225 Million. Horizon Acquisition II SL Bio Deal and Extension Approved. Andretti Acquisition II Deal with StoreDot Terminated.
Daily SPAC Update – February 17, 2026
Relativity Acquisition Extension Approved. Churchill Capital X DeSPAC Trades as Infleqtion (INFQ) Today.
Daily SPAC Update – February 13, 2026
RF Acquisition III and Willow Lane II IPO. Goal Acquisitions and Inception Growth SPAC Extensions Approved. Haymaker 4 and Inflection Point IV Set Deal Votes for March. Aura Fat Projects LOI.
Daily SPAC Update – February 12, 2026
XFLH Capital, Proem Acquistion, and HCM IV IPO to Make it 15 for February. Inception Growth Extension Approved. Churchill Capital + Infleqtion and Horizon Space II + SL Bio Deal Votes.
Daily SPAC Update – February 11, 2026
Spring Valley IV $200 Million SPAC IPO Makes it 8 for February. Piermont Valley Acquisition Sets Extension Vote.
Daily SPAC Update – February 10, 2026
Spring Valley IV $200 Million SPAC IPO Makes it 8 for February. Piermont Valley Acquisition Sets Extension Vote.
Daily SPAC Update – February 9, 2026
Inception Growth Extension Vote Today. Launchpad Cadenza and Churchill Capital Separate Trading Starts.