Xperi Inc (XPER), Genco Shipping & Trading (GNK), and Crown Castle (CCI) all win at the ballot box. Blackwells calls out BHR on Instagram followers.
Boardroom Alpha Research
Activism
The latest research and analytics on Activist Investors, shareholder activism, and corporate governance.
Bad Director Votes Should Send a Message (2024 Proxy Voting Update)
Low shareholder support for directors should send the board a signal that things need to change. Will they get the message in 2024?
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.