Big CEO pay (see Broadcom) and poor performance (see Boeing) create big say-on-pay issues for these large cap companies in 2024.
Boardroom Alpha Research
Activism
The latest research and analytics on Activist Investors, shareholder activism, and corporate governance.
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.
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.