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 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.
Daily SPAC Update – October 28, 2025
Cantor Equity Partners II + Securitize Deal Announced. APEX Treasury $300M IPO. ASPAC III Extension Approved. Nabors Energy Looks for Indefinite Extension. Maywood Acquisition Vote Become Inflection Point V.
Daily SPAC Update – October 27, 2025
DT Cloud Star Extension Approved. Aimfinity, ASPAC III, and Horizon Space extension Votes Today. Winvest Changes Auditor.
Daily SPAC Update – October 24, 2025
Hennessy Capital VII Deal with ONE Nuclear. Lafayette Acquisition’s $100M SPAC IPO Makes it 108 for 2025. AA Mission II and GigCapital 8 Announce Separate Trading
Daily SPAC Update – October 23, 2025
CSLM DeSPACs to Fusemachines and 2 New SPAC IPOs as Harvard Ave and Miluna Debut.
Daily SPAC Update – October 22, 2025
Calisa Acquisition IPOs for $60 Million. Bleichroeder Officially Changes Name to Inflection Point IV. DT Cloud Star Extension Vote. Roth CH / Sharon AI Investor Deck.
Daily SPAC Update – October 21, 2025
Armada II + Evernorth (a Ripple Crypto Firm) Deal. Spring Valley II Extends. Cartesian II Sets Extension Vote. Investor Decks for Roth CH, Armada, and Pelican.