Disney and Iger win against Trian, Peltz, and Blackwell’s. ELAN / Ancora, MRC / Engine Capital, TWLO / Sachem Cooperation Agreements. 4 Co-CEOs Leave.
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CEO / CFO / Director Resignations & Appointments
Track latest CEO, CFO, and Director appointments and resignations across all US public companies
Weekly Activism & Executive Moves Review (Mar 29)
Boeing CEO Dave Calhoun is stepping down, but not until the end of the year. We think the whole board should be up for replacement. Plus PW Partners is in at BJs Restaraunts and Buxton Helmsley is in at Fossil Group.
Weekly Activism & Executive Moves Review (Mar 22)
Shake Shack (SHAK) steals Papa John’s (PZZA) CEO Robert Lynch. Peliminary contested proxies filed for Blackwell’s vs Braemar Hotels & Resorts (BHR), Engine Capital vs MRC Global, and Erez vs Whitestone REIT (WSR).
Weekly Activism & Executive Moves Review (Mar 15)
Starbucks wins. Rubric Capital v Xperi to heat up. Radoff in at BOOM. Thirdpoint/Saddlepoint in at AAP. 3M (MMM) gets a new CEO. Plank back at Under Armour.
Weekly Activism & Executive Moves Review (Mar 2- Mar 8)
New cooperation agreements at Barnes Group (Irenic), Chef’s Warehouse (Legion), and Ventas (Land & Buildings). Arkhouse/Brigade raise their bid for Macy’s. Weekly CEO/CFO Moves.
Weekly Activism & Executive Moves Review (Feb 26 – Mar 1)
Cooperation agreements at Independence Realty, Citi Trends (Fund 1), BJs (Fund 1) and On 24. Petrus goes after Criteo. Updates on DIsney, Norfolk, Wyndham, Starbucks, and Elanco. Weekly CEO/CFO Moves.
Weekly Activism & Executive Moves Review
Latest Disney & Starbucks Proxy Fight Filings. Icahn into JetBlue and American Electric Power. Engaged Capital into Nevro. Latest 13Ds and CEO / CFO moves.
Weekly CEO & CFO Moves – February 2, 2024
iRobot Executives Scramble After Amazon Deal Falls Through. Macy’s Gets New CEO Amid Arkhouse Interest. Levi Strauss Bet on ex-Khol’s CEO Michelle Gass Starts.
Weekly CEO & CFO Moves – January 26, 2024
Archer-Daniels-Midland (ADM) headlines this week after putting its CFO Vikram Luthar on administrative leave. Heidrick and Tilly’s also get new CEOs.
Job Cuts Keep Coming at Companies Big and Small
Ebay, Wayfair, and Unity Software all announced big employee cuts in January, but we also saw many smaller, struggling companies making deep job cuts too.