Governance
The latest Governance coverage from the Boardroom Alpha desk. Back to all research.
Governance
Page 1Restaurant Sector Review, October 2026
Boards paid to keep their CEOs. Shareholders judged the terms.
Founder Vishal Garg retakes Better Home & Finance board and removes interim CEO
By our estimate about two-thirds of the consents came from holders other than Garg. His new board now has to deliver on his 90-day plan.
Wingstop Paid Michael Skipworth $35 Million for 2025. Since Then, a 58% Fall and a Second Board Seat.
How Wingstop’s board arrived at $35.3 million for its chief executive, what its performance measures actually track, and why half the shareholders voted no.
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…
Workday cuts jobs again; its stock tops CEO’s first pay hurdle
The 2.5% cut is the fourth since 2023. By our calculation, the stock has also cleared the first price hurdle on CEO Aneel Bhusri’s performance award, a tranche worth about $26…
Conagra shareholders revolt over pay, again
Say-on-pay barely passed, with 50.8%, the third result under 70% in four years, as the stock lost 43% over five years.
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.
Gen Digital shareholders vote down executive pay
Support fell to 40.6% from 93.3% after CEO Vincent Pilette’s reported pay rose to $83.6 million, lifted by a one-time award valued at $50.1 million. It is the company’s first…
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…
2026 Proxy Season Scorecard: Six Say-on-Pay Failures, AI Lands on Mega-Cap Ballots, and the Anti-ESG Pile-Up
Through May 21, 2026, U.S. public-company shareholders rejected six annual-meeting Say-on-Pay packages outright, voted against 18 directors at 14 companies, and crushed dozens of…
Appaloosa Unloads on Whirlpool
In a blistering letter, Appaloosa Management’s David Tepper accused Whirlpool (NYSE: WHR) of “destroying hundreds of millions of dollars of shareholder value” through…
Beretta Seeks (and Will Likely Get) a Boardroom Overhaul at Sturm, Ruger & Co.
Beretta Holding S.A. moves for board control at Sturm, Ruger & Co. (RGR), citing underperformance and a board that is only out for themselves.
PENN Entertainment Settles Bitter HG Vora Feud: A Three-Seat Ransom to End Litigation
After a 2025 proxy battle that moved from the ballot box to the federal courtroom, PENN Entertainment has finally blinked. By expanding its board to 11 seats and appointing three…
Anson Funds on a Roll with Clear Channel Outdoor Sale and SPS Commerce Deal
In only a few short years Anson Funds has established a track record of successful outcomes. The Clear Channel Outdoor sale and SPS Commerce deals add further proof.
Weekly Boardroom & Executive Moves: November 28, 2025
CEO turmoil at Children’s Place & Six Flags amid massive losses. See key executive and board changes at Dell, Keurig Dr Pepper, and more this week.
Weekly Boardroom & Executive Moves: November 21, 2025
Key leadership changes this week: Citi names Gonzalo Luchetti CFO, Xerox appoints Chuck Butler CFO amid losses, and Irenic gets a board seat at Aktore.
Weekly Boardroom & Executive Moves: November 7, 2025
CarMax CEO William Nash exits after -58% TSR; 1-800-FLOWERS, DENTSPLY, Kenvue, and HighPeak make key leadership changes amid pressure.
Elon Musk vs. Proxy Advisors: Control, Complexity, and the Corporate Governance Clash
Tesla and Elon Musk’s fight with proxy advisors ISS and Glass Lewis has become a flashpoint in the broader battle over who really controls corporate governance. The All-In Podcast…
Weekly Boardroom & Executive Moves: October 24–31, 2025
Organon CEO Kevin Ali exits amid losses; FISERV, NXP, and Murphy USA announce major leadership changes. See this week’s key board and executive moves.
Executive Moves Update – October 24, 2025
Baxter COO Heather Knight exits amid losses; Textron names Lisa Atherton CEO; Citi elevates Jane Fraser to Chair. See this week’s top boardroom moves.
Which Directors Deserve Your Vote? November 2025 Shareholder Meeting Insights from Boardroom Alpha
November’s shareholder votes spotlight AI-fueled winners and activist targets. See which boards earn support—and which face “against” votes—based on Boardroom Alpha’s data-driven…
Executive Moves Update – October 17, 2025
This week’s transitions include CEO changes at Verizon, LendingTree, and Kemper, plus CFO shifts at Becton Dickinson, Ameren, Ardelyx, and Starboard placing Peter Feld at Bill.
Executive Moves Update – October 10, 2025
Core Natural Resources, Acadia Healthcare, and Campbell’s replace top leaders amid performance struggles, while Diebold Nixdorf, IDEXX, and Dycom strengthen leadership following…