Low shareholder support for directors should send the board a signal that things need to change. Will they get the message in 2024?
Insight that Drives the Boardroom
Stay ahead with data-backed research, governance analysis, and expert commentary for investors, activists, and corporate leaders.
Activism & Governance
Big Companies with Big Say-On-Pay Issues (2024 Shareholder Say-On-Pay Update)
Big CEO pay (see Broadcom) and poor performance (see Boeing) create big say-on-pay issues for these large cap companies in 2024.
Weekly Activism & Executive Moves Review (May 17)
Ashford Hospitality (AHT) wins its fight with Blackwells and tells shareholders is doesn’t care what they think. Erez fails at Whitestone (WSR). ISS and Glass Lewis disagree on Crown Castle (CCI).
Weekly Activism & Executive Moves Review (May 10)
Norfolk Southern (NSC) and Ancora battle to a draw as each side wins board seats. AHT and WSR shareholders vote this week. All the latest 13-Ds, cooperation agreements, and CEO/CFO Moves.
Weekly Activism & Executive Moves Review (May 3)
New cooperation agreements for Alight (ALIT), Applied Digital (APLD), Triumph Group (TGI), Zuora (ZUO), and LL Flooring Holdings (LL). PTON CEO steps down and Redstone removes Bakish at PARA.
BIG Company Directors with LOW Shareholder Support
Shareholders should be on high alert when directors are receiving low shareholder support across multiple directorships.
CEO Pay: The $25 Million Plus Pay Club
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.
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.
SPAC & IPO Analysis
Daily SPAC Update – January 15, 2026
New SPAC Deal Decks for Digital Asset + Old Glory and Haymaker 4 + Suncrete
Daily SPAC Update – January 14, 2026
OneIM $250 Million SPAC IPO. New Deals Announced for Digital Asset Acquisition Corp + Old Glory Holding Co and D Boral Arc Acquisition I Corp + Exascale Labs Inc.
Daily SPAC Update – January 13, 2026
D. Boral ARC + Exascale Labs Deal. AA Mission Sets Extension Vote Date. Ribbon Updates on Redemptions at Extension Vote.
Daily SPAC Update – January 12, 2026
Ribbon Acquisition Extension Approved to 2027. Everest Consolidator and Clean Energy Special Situations Set Extension Votes. Crane Harbor II Separate Trading.
Daily SPAC Update – January 9, 2026
Lafayette Digital I $250 million IPO. Broad Capital and Ribbon Acquisition Extension Votes. Crane Harbor II and Twelve Seas III Separate Trading.
Daily SPAC Update – January 8, 2026
Gundlach’s Bleichroeder Acquisition II $250M SPAC IPO. Cartica Deal with Nidar Infrastructure Terminated and Expects to Liquidate. Twelve Seas Investment Separate Trading.
Daily SPAC Update – January 7, 2026
Soren Acquisition IPO Makes it 3 Already in January. Compass Digital Announced Deal with Key Mining. Welsbach Technology DeSPACs to Evolution Metals.
Daily SPAC Update – January 6, 2026
Lawrence Ho Brings Black Spade III to the Market while Daniel Cohen Launches $220M SPAC. Wellsbach and Metal Sky Extensions Approved. Blueport and Allusa Energy Separate Trading.
Daily SPAC Update – January 5, 2026
Welsbach Technology Metals, Metal Sky Star, and SLAM Extensions Confirmed. PHP Ventures and Columbus Acquisition Set Extension Votes.
Daily SPAC Update – December 31, 2025
December Delivers: SPAC Issuance Caps a Quietly Resurgent 2025