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 11, 2025
Evolution Global Upsized $210 Million SPAC IPO. Chenge III Separate Trading.YHN Acquisition Merger Amendment.
Daily SPAC Update – November 10, 2025
Rigel Resources Deal Termination and Liquidation. Columbus Acquisition + WIesSAT and Cantor Equity III + Air Deals Announced.
Daily SPAC Update – November 7, 2025
Crown Reserve and Tailwind 2 Launch IPOs Making it 116 for 2025. IX Cactus, Integral, and Yotta Shareholders Approve Extensions. Cantor and Cartica Set Deal Votes.
Daily SPAC Update – November 6, 2025
Cantor Equity Partners + Twenty One Capital Deal Vote Set. Aimei Health + United Hydrogen Deal Vote Today. Bowen Delisting.
Daily SPAC Update – November 5, 2025
Chain Bridge I, ClimateRock, and Cartesian Growth II Get Shareholder Approval for Extensions. Aimfinity Updates on Redemptions. Israel Acquisitions + Gadfin Investor Deck.
Daily SPAC Update – November 4, 2025
Lutnick IPOs Cantor Equity Partners V for Upsized $220 Million. Eureka + Marine Thinking and Crane Harbor + Xanadu Deals Announced. Westin Acquisition $5O Million IPO.
Daily SPAC Update – November 3, 2025
Quantum Computing Company Xanadu to Go Public with Crane Harbor. Cartesian Growth II Extension Vote. OTG Acquisition and Lake Superior Separate Trading This Week.
Daily SPAC Update – October 31, 2025
Viking Acquisition’s $200M IPO Makes it 12 IPOs in October. Cactus and Integral Extension Votes. GLLI DeSPACs to Alps Global. Lake Superior Set for Separate Trading.
Daily SPAC Update – October 30, 2025
Dynamix Corporation III SPAC IPO for $175M. Berto / Harry You Announce Non-Binding LOI with OnMed LLC. OTG Acquisition Announces Separate Trading.
Daily SPAC Update – October 29, 2025
Insight Digital Partners II $150 Million SPAC IPO. Securitize + Cantor Equity Partners II. HOND DeSPACs to Terrestrial Energy. AA Mission Acquisition II Separate Trading.