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.
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Activism
The latest research and analytics on Activist Investors, shareholder activism, and corporate governance.
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.
Activist Investors Shake Up Portfolios: Q2 2025 13F Highlights
The latest 13F filings reveal huge activist investor moves. See which stocks Elliott, Anson, Corvex, Maverick, Third Point, and Starboard are buying, selling, and betting big on in tech, energy, and consumer sectors.
Executive Moves Update – August 15, 2025
Weekly executive moves roundup: Albemarle COO Netha N. Johnson to exit; Avantor names Emmanuel Ligner CEO; H&R Block CEO Jeffrey J. Jones II retiring; Lyft co-founders Logan Green and John Zimmer leave board; P&G Beauty CEO Alexandra Keith to retire. CFO changes at Citizens Financial, Expand Energy, and Galaxy Digital, plus leadership shifts at Dell, Texas Roadhouse, Open Text, Levi Strauss, PPG Industries, and Woodward.
CEO Pay: Elon Musk Gets $24 Billon Stock Award from Tesla Board
Tesla’s board awards Elon Musk $24 billion in stock. Will this provide the right incentives to drive a renewed focus at TSLA for Musk and turn around what many consider a company off track?
Executive Moves Update – August 1, 2025
CEO and CFO transitions at Dexcom, Carlyle, Roku, Warner Bros. Discovery, MetLife, and Five9. New board members at Chevron, BioMarin, Celestica, Elevance Health, GXO Logistics, and more. Executive leadership changes and governance red flags across U.S. public companies for the week of July 28 – August 1, 2025.
Executive Moves Update – July 25, 2025
Highlights include new CEOs at Avantor, Dentsply Sirona, and Globus Medical, and board appointments at American Express, Eaton, and Marvell Technology.