October shareholder meetings are here. See which directors to support, monitor CEO transitions, and assess activist risk with Boardroom Alpha insights.
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 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.
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.
SPAC & IPO Analysis
Daily SPAC Update – March 25, 2026
Relativity Acquisition (RACY) + Instinct Brothers Deal Vote Today. UY Scuti Extension Vote. Oak Woods Delisting. Haymaker Redemption Agreement.
Daily SPAC Update – March 24, 2026
DeSPAC for Pelican + Greenland Exploration/March GL Expected Today. Goldenstone Extension Approved. Technology & Teleccomunications Deal Vote Set.
Daily SPAC Update – March 23, 2026
Cayson Extension Approved. Pelican + Greenland Exploration/March GL Deal Approved. Technology & Telecommunications Deal Vote.
Daily SPAC Update – March 20, 2026
Another Quantum DeSPAC as DMY becomes Horizon Quantum. Inflection Point III Increases PIPE. UY Scuti Moves Vote Again. Blue Water IV IPOs for $125 Million.
Daily SPAC Update – March 19, 2026
SPAC IPOs Slow as BHAV Acquisition’s IPO Makes it Only 6 for March. Integrated Wellness Extension and Voyager + Veraxa Biotech Deal Approved. Quartzsea Deal Terminated.
Daily SPAC Update – March 18, 2026
DMY Squared’s Quantum Deal Approved. Winvest Acquisition Extension Approved. Pelican Deal Vote Delayed. Alphatime Sets Extension Vote. Cayson Goes to Vote.
Daily SPAC Update – March 17, 2026
Harry You’s DMY Squared Deal Vote with Horizon Quantum Today. Pelican Acquisition Deal Vote. Abra and GNQ Insilico Deals Announced. Merlin DeSPAC.
Daily SPAC Update – March 16, 2026
Ross Acquisition II Extension Vote. Praetorian and Archimedes Tech III Separate Trading.
Daily SPAC Update – March 13, 2026
Pono Capital Four Downsized $120M IPO. Inflection Point IV + Merlin Deal Approved. Haymaker 4 + Concrete Partners Deal Vote Today.
Daily SPAC Update – March 12, 2026
Metals Acquisition II IPOs. Inflection Point IV + Merlin and Voyager + VERAXA Deal Votes. Harry You Talks Up Quantum Deal for DMY.