Membership in the CEO $25 Million Plus Pay Club isn’t as exclusive as it maybe should be. Here’s a look at who’s in the club and how they’ve performed.
Insight that Drives the Boardroom
Stay ahead with data-backed research, governance analysis, and expert commentary for investors, activists, and corporate leaders.
Activism & Governance
Weekly Activism & Executive Moves Review (April 26)
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.
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.
Weekly Activism & Executive Moves Review (April 5)
Disney and Iger win against Trian, Peltz, and Blackwell’s. ELAN / Ancora, MRC / Engine Capital, TWLO / Sachem Cooperation Agreements. 4 Co-CEOs Leave.
AGM Update April 3, 2024: Disney (DIS) Proxy Contest, Plus Carnival Corp (CCL), FuelCell Energy (FCEL)
The Disney (DIS) proxy contest finally comes to conclusion today plus we see little to suggest shareholders should support the Carnival Corp (CCL) board at Friday’s shareholder meeting.
Weekly Activism & Executive Moves Review (Mar 29)
Boeing CEO Dave Calhoun is stepping down, but not until the end of the year. We think the whole board should be up for replacement. Plus PW Partners is in at BJs Restaraunts and Buxton Helmsley is in at Fossil Group.
SPAC & IPO Analysis
Daily SPAC Update – November 25, 2025
Invest Green $150M SPAC IPO. Rising Dragon + HZJL Deal Approvide with 5.7M Redemptions. DMY Squared and Bowen Set Extension Votes. Inflection Point V (f.k.a Maywood) Ticker Change.
Daily SPAC Update – November 24, 2025
Soulpower Acquisition + SWB in $8.1 Billion Crypto Bank Deal. Maywood Name Change to Inflection Point V Approved. Lafayette Acquisition Separate Trading This Week.
Daily SPAC Update – November 20, 2025
Rising Dragon + HZJL SPAC Deal Vote. Blockfusion and MacMines Deals Announced. Healthcare AI Updates Redemptions.
Daily SPAC Update – November 19, 2025
Blockfusion $450 Million Deal with Blue Acquisition Announced. DT Cloud NASDAQ Delisting. Rice Acquisition 3 and Stonebridge Acquisition II Announce Separate Trading.
Daily SPAC Update – November 17, 2025
Nabors Energy Transition II to Liquidate After Failed Extension Vote. Compass Digital Deal Terminates After Dispute. Winter Green Acquisition to Merge with KIKA Technology.
Daily SPAC Update – November 15, 2025
DP Cap Acquisition and RF Acquisition Extensions Approved. Teamshares + Live Oak V Deal. Split Trading for Viking, Calisa, Dynamix III, Insight, Apex, and Futurecrest.
Daily SPAC Update – November 14, 2025
Columbus Circle / WISeSAT Deal Deck. Nabors Energy Transition II Extension Vote. Calisa Acquisition Separate Trading.
Daily SPAC Update – November 13, 2025
Alussa Energy II $250 Million SPAC IPO. New BPGC + iRocket Investor Deck. Deal Votes Set for Integrated Wellness, Columbus Circle Capital, and Roth CH. Apex Treasury Separate Trading.
Daily SPAC Update – November 12, 2025
Legato Merger III + Einride AB $1.8B Deal Announced. Integrated Wellness and Columbus Circle Capital I Set Deal Votes for December.
Daily SPAC Update – November 11, 2025
Evolution Global Upsized $210 Million SPAC IPO. Chenge III Separate Trading.YHN Acquisition Merger Amendment.