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Page 1Restaurant Sector Review, October 2026
Boards paid to keep their CEOs. Shareholders judged the terms.
BlackRock’s index funds backed Musk’s Tesla award and opposed Alphabet’s executive pay
BlackRock’s annual voting report gives totals and a few dozen examples. Its US funds’ vote filings show which companies, directors and proposals its index funds opposed, and where…
MongoDB’s CEO leaves for Meta after 10 months
The board starts its second CEO search in about a year, with former CEO Dev Ittycheria back as interim chief. The stock fell 18% on the day of the announcement.
Turning Point Brands names its chairman CEO
David Glazek takes over from Graham Purdy on October 1. The company has not said who will chair the board.
CEO Pay: The $25 Million Plus Pay Club (2026)
Boardroom Alpha’s 2026 ranking of every U.S. public-company CEO paid $25M+ in fiscal 2025 — 207 in all, led by Welltower Inc’s $821.1M package, which drew just 19% Say-on-Pay…
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.
Weekly Activism & Executive Moves Review (April 5)
Disney and Iger win against Trian, Peltz, and Blackwell’s. ELAN / Ancora, MRC / Engine Capital, TWLO / Sachem Cooperation Agreements. 4 Co-CEOs Leave.
AGM Update April 3, 2024: Disney (DIS) Proxy Contest, Plus Carnival Corp (CCL), FuelCell Energy (FCEL)
The Disney (DIS) proxy contest finally comes to conclusion today plus we see little to suggest shareholders should support the Carnival Corp (CCL) board at Friday’s shareholder…
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…
Shareholders Vote Their Director Discontent – Voting Through March So Far
Shareholders are sending these companies and directors a message in 2024. See the list of companies and directors where directors lack support.
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,…
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.
2024 Activist Cooperation Agreements – Through February
Fund 1 Investments in at Citi Trends and BJs Restaraunts. Icahn in at JetBlue and American Electric Power. Plus deals with Ancroa, Engaged, Radoff, Hestia and more.
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 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.
FAQ: What are Activist Cooperation Agreements?
FAQ on Activist Cooperation Agreements. What they are, why they matter, and examples. Also, links to additional resources on cooperation agreements.
2023 Activist Cooperation Agreements
A look at Activist cooperation agreements in 2023, the companies in focus, and stock price performance since the cooperation agreement was announced.
Weekly Executive & Director Moves (Oct 13)
Boardroom Alpha’s Executive Moves recaps all of this week’s director, CEO and CFO joins and departures for US companies.
Weekly Executive & Director Moves (Oct 06)
Boardroom Alpha’s Executive Moves recaps all of this week’s director, CEO and CFO joins and departures for US companies.
Weekly Executive & Director Moves (Sep 29)
Boardroom Alpha’s Executive Moves recaps all of this week’s director, CEO and CFO joins and departures for US companies.
Weekly Executive & Director Moves (Sep 22)
Boardroom Alpha’s Executive Moves recaps all of this week’s director, CEO and CFO joins and departures for US companies.
Weekly Executive & Director Moves (Sep 15)
Boardroom Alpha’s Executive Moves recaps all of this week’s director, CEO and CFO joins and departures for US companies.
Weekly Executive & Director Moves (Sep 1)
Boardroom Alpha’s Executive Moves recaps all of this week’s director, CEO and CFO joins and departures for US companies.