Jorge Gomez lasts just 1 day as MRNA CFO, US Foods shakes up leadership at the CEO and board level highlight this week’s executive moves.
CEO / CFO / Director Moves
Track latest CEO, CFO, and Director appointments and resignations across all US public companies
Weekly Executive & Director Moves (May 6)
This week’s CEO, CFO, and director moves are highlighted by the changing of the guard at Domino’s (DPZ) and plenty of new CFOs.
BA Daily Read: Housecleaning at Dentsply Sirona
Dentsply Sirona (XRAY) fires its CEO. Will new leadership drive a strategy shift to get the consumer business smiling again?
BA Daily Read: Can Shutterstock Save Itself?
Shutterstock’s CEO abruptly departs, insiders are dumping stock. Does this board have any new ideas or is everyone abandoning ship?
BA Daily Read: Kroger vs. Icahn– A Closer Look at Board Nominees
In the battle between Icahn and Kroger, we take a close-up look at the grocery giant’s financial performance and governance. How well has the Kroger board done and how well do Icahn’s nominees stack up?
Weekly Executive & Director Moves (Apr 29)
New CEOs at Denny’s and LoanDepot highlight this week’s moves. Can they help a turnaround?
BA Daily Read: Will a New CEO Serve Denny’s Stock a Grand Slam?
Denny’s (DENN) CEO John Miller retires later this year after more than a decade of solid performance. Who’s up for the challenge of reviving casual dining?
Why Activision Blizzard’s Board is Still Failing at Governance with Richard Clayton
Boardroom Alpha talks with Richard Clayton, Director of Research at the Strategic Organizing Center (SOC) Investment Group, on why shareholders should say “no” to Activision’s proposed $68.7B takeover by Microsoft ahead of this Thursday’s vote.
Weekly Executive & Director Moves (Apr 22)
Redbox shakes up its board, Activision Blizzard does the same and the rest of this week’s moves.
Tidying Up: Activision Blizzard Refreshes Board Ahead of Microsoft Deal
Swirling in a sexual harassment crisis and amidst shareholder scrutiny of the Microsoft acquisition, the video game maker makes a timely Board refresh. Will the latest housecleaning be enough?
Boardroom Alpha Daily Read
We take a look at the day’s news, ESG trends and special situations. Mastercard (MA) ties executive bonuses to ESG goals. Ingevity (NGVT) is a discounted specialty chemicals story with an ESG twist.
Boardroom Alpha Daily Read
We take a look at the day’s news, ESG trends and special situations. WindAcre increases its stake and opposes NSLN takeover bid. Activist Jana Partners brings lessons learned at ConAgra (CAG) to Treehouse Foods (THS). And other notable special situations.
Activist Alert: Treehouse Foods
Jana Partners is closing in (again) at Treehouse Foods (THS). Lessons learned from ConAgra give the activist an edge toward incremental improvements which should unlock value for the stock.
Boardroom Alpha Daily Read
We take a look at the day’s news, ESG trends and special situations. Management shakeup at Faraday Future (FIFE) is an all-too familiar story in the world of EV SPACs. Blackrock to be 75% net-zero aligned by 2030, and Jana closing in (again) at Treehouse Foods (THS).
Weekly Executive & Director Moves (Apr 15)
All the week’s director, CEO, CFO moves including Jorge Gomez joining as Chief Financial Officer of Moderna.
Weekly Executive & Director Moves (Apr 8)
Elon Musk joins the TWTR board, Shultz is already making changes at SBUX, and a new CEO coming in at KDP highlights this week’s moves.
Activist Alert: What Elon Musk Really Wants at Twitter
Elon Musk is now Twitter’s largest investor, possesses a board seat, and has a top 10 following on the platform itself. What happens when the world’s wealthiest private citizen gets involved in the battle over free speech?
Weekly Executive & Director Moves (Apr 1)
Fred Smith is retiring from FDX, Volta’s founders depart, Claure replaced at WE, and the rest of the week’s executive moves.
Activist Alert: Kroger is next in Icahn’s Animal Welfare Campaign
Kroger Co (KR) is the latest in Carl Icahn’s animal welfare push, as activist pushes for changes among its pork suppliers and to address a widening gap between worker and executive pay.
Activist Engaged Capital Looks to Follow Rent-A-Center Playbook at Quotient Technology
Chipping away at an entrenched board, Engaged Capital looks to be following a similar playbook that culminated in a successful buyout of Rent-A-Center in 2018.
Weekly Executive & Director Moves (Mar 25)
Janus Henderson (JHG) gets new CEO in Ali Dibadj while Cohen wins 3 board seats at Bed Bath and Beyond (BBBY).
Weekly Executive & Director Moves (Mar 18)
Schultz is back at SBUX, for now as Kevin Johnson steps aside. New CEO era at WING, Elon leaves Endeavor and the rest of this week’s exec moves.
Third Time’s a Charm: Schultz back from the Bench as SBUX Favorite Pinch Hitter
Kevin Johnson steps down as SBUX CEO, with Schultz returning on an interim basis once again.
Weekly Executive & Director Moves (Mar 11)
Board overhaul at Dollar Tree (DLTR) as settlement is reached with Mantle Ridge, and Jeff Ubben steps down from AppHarvest (APPH) highlight this week’s exec moves.
Weekly Executive & Director Moves (Mar 4)
It’s a new era at NextEra as longtime CEO Jim Robo steps down, TuSimple CEO resigns, and Craig Menear departs Home Depot.