HF Sinclair (DINO) terminated its CFO and cycled the CEO seat as DINO surges on oil price turmoil. PagerDuty finally makes its move and replaces CEO Jennifer Tejada after years of shareholder losses.
Activity Pulse — CEO/CFO & Board Transitions
| Role | This Week | MTD | Last 12 Mo. | Prior 12 Mo. | YoY |
|---|---|---|---|---|---|
| CEO transitions | 7 | 27 | 482 | 473 | +1.9% |
| CFO transitions | 14 | 40 | 707 | 734 | -3.7% |
| Director adds | 29 | 100 | 2,760 | 2,742 | +0.7% |
| Director exits | 118 | 220 | 2,860 | 2,818 | +1.5% |
C-Suite Churn Follows Broken Charts
Refining: Termination Beats Tape
HF Sinclair (DINO) put the hard signal at the top of the tape: it terminated CFO Atanas Atanasov effective Feb. 24 and installed Vivek Garg as acting CFO, then Timothy Go exited as CEO and director with Franklin Myers serving temporarily. Shares are no rescue narrative for governance complacency; they are up 94% over one year, leaving the refiner about 67 points ahead of the S&P while it still screens at HIGH activist risk.
HF SINCLAIR CORP (DINO)Energy
$12.4B · 1Y TSR +94.0% · board B · activist HIGH
5Y max drawdown: 57.6% (peak 2022-11-21 → trough 2025-03-31)
Atanas Atanasov was terminated as CFO of HF Sinclair, and Vivek Garg was appointed as acting CFO effective February 24, 2026.
Myers, 73, brings 25 years of cumulative public-board service and still sits on Comfort Systems USA (FIX), useful ballast but also a reminder that DINO is leaning on a veteran stopgap. The stock collapsed 58% from its Nov. 21, 2022 peak before rebounding to a 102% five-year gain; five director exits in five years make this more than a finance-department shuffle.
Healthcare: Interim Titles Pile Up
STAAR Surgical (STAA) has collapsed 90% from its Aug. 30, 2021 peak, despite an 84% one-year bounce, and now hands Deborah Andrews the interim co-CEO and CFO stack. The tenure line is ugly: 3 CEOs in 3y · 9 director exits in 5y, which reads less like succession planning than triage.
STAAR SURGICAL CO (STAA)Healthcare
$1.6B · 1Y TSR +83.6% · board C- · activist ELEVATED
5Y max drawdown: 90.2% (peak 2021-08-30 → trough 2025-02-10)
Deborah Andrews is serving as the Interim Co-Chief Executive Officer and Chief Financial Officer of STAAR Surgical Company.
Doximity (DOCS), down 70% over one year, named Matthew Sonefeldt CFO and Steven Zatz president at a company already on its second CFO in three years. Nektar (NKTR) swapped interim CFO Sandra Gardiner for Linda Rubinstein with a 34-year longest director still on the governance clock.
Software: Chairs Move, Drawdowns Stay
PagerDuty (PD) tapped John DiLullo as CEO and moved Jennifer Tejada to executive chair, a cleaner title but not a clean slate. PD shares have collapsed 88% from their Sept. 13, 2021 peak; Tejada also sits on Estée Lauder (EL), and the board carries a D grade at a company screening HIGH activist risk.
PAGERDUTY INC (PD)Technology
$571.9M · 1Y TSR -59.8% · board D · activist HIGH
5Y max drawdown: 87.9% (peak 2021-09-13 → trough 2026-04-06)
On May 11, 2026, John DiLullo was appointed as CEO of PagerDuty, and Jennifer Tejada transitioned to Executive Chair of the Board of Directors.
C3.ai (AI) brought Thomas Siebel back as CEO and chairman after a 62% one-year stock drop, with Stephen Ehikian shifted to president. SolarEdge (SEDG) is on 3 CFOs in 3y, even after a 180% one-year rebound; the three-year record remains 67 points behind the S&P.
Other Moves To Watch
CEO Transitions
- Pool Corp (POOL) parted with Peter Arvan by mutual agreement after shares fell 42% over one year, a managed-ouster profile.
- Simon Property Group (SPG) tapped 38-year-old Eli Simon as CEO and president while shares gained 32% over one year.
CFO Transitions
- FedEx (FDX) will lose CFO John Dietrich as the logistics giant shows 2 CFOs in 3y and a B- board grade.
- Progressive (PGR) elected Andrew Quigg CFO as shares slipped 25% over one year, despite an A- board rating.
- Arteris (AIP) said CFO Nicholas Hawkins will retire after a 397% one-year stock run, making succession a high-class problem.
Board / Director Changes
- NVIDIA (NVDA) added Suzanne Nora Johnson to the board and Audit Committee while the stock sits 75% higher over five years.
- TTM Technologies (TTMI) rotated two directors out and two in after a 480% one-year surge, governance refresh without distress.
- Victoria’s Secret (VSCO) director Mariam Naficy will not stand again after just 72.1% support at last year’s vote.
Sector Turnover Rates — Where the Churn Concentrates
Share of each sector’s public companies that saw a CEO or CFO transition in the window. Cells colored on each column’s actual min-max spread — darker = more activity, not better or worse. (Industry-typical CEO turnover runs ~10–15% annually; a low rate may indicate stability or stagnation.)
| Sector | # Co. | CEO · 30D | CEO · 1Y | CFO · 30D | CFO · 1Y |
|---|---|---|---|---|---|
| Consumer Defensive | 155 | 3.2% | 25.2% | 3.2% | 22.6% |
| Energy | 128 | 4.7% | 21.9% | 2.3% | 23.4% |
| Basic Materials | 171 | 5.8% | 17.5% | 5.8% | 24.0% |
| Industrials | 415 | 2.4% | 16.1% | 4.6% | 21.4% |
| Consumer Cyclical | 358 | 1.7% | 15.1% | 2.5% | 24.0% |
| Technology | 476 | 1.7% | 14.5% | 1.9% | 21.8% |
| Healthcare | 785 | 2.2% | 14.5% | 2.9% | 21.3% |
| Communication Services | 126 | 0.8% | 12.7% | 4.0% | 14.3% |
| Financial Services | 547 | 1.8% | 12.6% | 2.2% | 13.3% |
| Real Estate | 221 | 0.5% | 10.4% | 0.5% | 13.6% |
Beyond the headline
Board Refresh Without Panic
Energy— 7 companies
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$12.4B · +94.0% 1Y · Board B · HIGH activist risk
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$72.7B · +87.7% 1Y · Board B+ · LOW activist risk
Eric A. Fisher, Senior Vice President Product Supply, Trading and Wholesale, intends to retire on or about July 1, 2026.(view source)
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$15.1B · +48.5% 1Y · Board B · LOW activist risk
On May 8, 2026, Melissa Cox was terminated from her role as Executive Vice President and Chief Administrative Officer at DT Midstream, Inc.(view source)
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$4.6B · +32.2% 1Y · Board B- · LOW activist risk
As of May 12, 2026, Steven Bender was appointed Chief Operating Officer and CEO of the Spoolable Technologies Segment, while Stephen Tadlock transitioned to continue serving as Executive Vice President and CEO of Cactus International.(view source)
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$15.9B · +40.4% 1Y · Board C · LOW activist risk
Cynthia B. Taylor has been appointed as an independent member of the Board of Directors of Plains GP Holdings LLC, effective May 11, 2026.(view source)
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$4.8B · +40.0% 1Y · Board B+ · LOW activist risk
Cynthia B. Taylor has been appointed as an independent member of the Board of Directors of PAA GP Holdings LLC, effective May 11, 2026.(view source)
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$49.2M · -22.9% 1Y · Board D · ELEVATED activist risk
Randall Keys exited his position as a member of the Board of Directors at U.S. Energy Corp, effective May 8, 2026, after choosing not to stand for re-election.(view source)
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Healthcare— 20 companies
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$1.6B · +83.6% 1Y · Board C- · ELEVATED activist risk
Deborah Andrews is serving as the Interim Co-Chief Executive Officer and Chief Financial Officer of STAAR Surgical Company.(view source)
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$3.3B · -69.7% 1Y · Board C- · HIGH activist risk
On May 13, 2026, Doximity, Inc. appointed Matthew Sonefeldt as Chief Financial Officer and Steven L. Zatz, M.D. as President, both effective on the same date.(view source)
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$2.5B · +593.1% 1Y · Board C- · LOW activist risk
Sandra Gardiner is retiring as interim CFO, and Linda Rubinstein will take over the role effective May 15, 2026.(view source)
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$604.1M · +465.5% 1Y · Board C · LOW activist risk
On May 8, 2026, Gregory Martini announced his resignation as CFO, effective May 15, 2026; Ronald Silver will become the interim CFO on the same date.(view source)
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$28.5B · -13.8% 1Y · Board C · HIGH activist risk
On May 7, 2026, Rodney F. Hochman was appointed as the Board’s independent lead director and Anne T. Madden was appointed as chairperson of the Nominating and Governance Committee of the Board.(view source)
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$1.0B · +81.2% 1Y · Board C+ · LOW activist risk
On May 11, 2026, Jennifer Browne was appointed as President and Chief Operating Officer of InnovAge Holding Corp., effective June 8, 2026.(view source)
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$2.2B · +47.8% 1Y · Board C · ELEVATED activist risk
Dinesh Kumar, M.D. is resigning from his position as Chief Medical Officer at Astrana Health, Inc., effective June 1, 2026.(view source)
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$969.7M · -38.1% 1Y · Board C- · LOW activist risk
Mark Novara is exiting his role as Executive Vice President and Chief Commercial Officer at Tandem Diabetes Care, Inc., effective May 18, 2026.(view source)
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$7.5B · -21.5% 1Y · Board B- · ELEVATED activist risk
AptarGroup, Inc. appointed Aditya J. Gandhi as Vice President, Chief Accounting Officer effective June 8, 2026, succeeding Daniel Ackerman who will step down from the role.(view source)
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$705.7M · +76.8% 1Y · Board B- · ELEVATED activist risk
On May 11, 2026, Anteris Technologies Global Corp. appointed Ms. Susan Knight as a Class I Director and Mr. Stephen Denaro as a Class II Director to the Board of Directors.(view source)
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$665.8M · -15.4% 1Y · Board B · LOW activist risk
Michael M. Collier has been promoted to Chief Operating Officer and Executive Vice President, transitioning from his role as EVP, Corporate Strategy, Development & Operations, while Robert A. Frist, Jr. received stock options as Chief Executive Officer.(view source)
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$1.1B · +19.8% 1Y · Board B · LOW activist risk
On May 11, 2026, Scott Dreyer and Thomas Smith, M.D. will be exiting their positions as Executive Vice President and Chief Commercial Officer and Executive Vice President and Chief Medical Officer, respectively, with Dreyer’s departure effective August 30, 2026, and Smith’s following a transition period for a successor search.(view source)
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$130.5M · -35.3% 1Y · Board C- · HIGH activist risk
Vandana Sriram will be exiting her role as Chief Financial Officer and Treasurer of Quanterix Corporation effective June 15, 2026.(view source)
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$706.9M · +30.4% 1Y · Board C+ · LOW activist risk
In connection with the Merger, nine individuals resigned from the board of directors, and three individuals transitioned to become the directors of the Surviving Corporation.(view source)
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$788.4M · -34.4% 1Y · Board B- · ELEVATED activist risk
On May 12, 2026, Donn Casale was appointed as the President of ARS Pharmaceuticals, Inc., effective June 1, 2026, following the recommendation of CEO Richard Lowenthal; he will replace Lowenthal, who previously served as President.(view source)
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$117.2M · +9.1% 1Y · Board D · LOW activist risk
Dr. Roy Schoenberg resigned from the Board of Directors of American Well Corporation on May 6, 2026, effective immediately.(view source)
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$377.3M · +23.5% 1Y · Board C- · HIGH activist risk
Three Class III director nominees, Gary J. Bridger, Françoise De Craecker, and Murray W. Stewart, M.D., were elected to serve until the 2029 Annual Meeting of Stockholders.(view source)
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$39.3M · -89.4% 1Y · Board C- · ELEVATED activist risk
On May 14, 2026, Mereo BioPharma Group plc re-appointed Justin Roberts, Dr. Daniel Shames, and Marc Yoskowitz as directors during their annual general meeting.(view source)
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$4.6M · -78.4% 1Y · Board C · LOW activist risk
On May 6, 2026, Brian J. Kieser and Kevin M. Harris were appointed to the board of directors of NexGel, Inc.(view source)
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$34.3M · -72.7% 1Y · Board C- · LOW activist risk
On May 9, 2026, Joseph M. Manko Jr. was appointed to the Board of Directors of Myomo, Inc. as a Class I director.(view source)
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Technology— 21 companies
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$571.9M · -59.8% 1Y · Board D · HIGH activist risk
On May 11, 2026, John DiLullo was appointed as CEO of PagerDuty, and Jennifer Tejada transitioned to Executive Chair of the Board of Directors.(view source)
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$1.3B · -62.2% 1Y · Board D · HIGH activist risk
Thomas M. Siebel was appointed as CEO and Chairman of the Board, while Stephen Ehikian transitioned to President, both effective May 8, 2026.(view source)
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$3.1B · +180.2% 1Y · Board B- · ELEVATED activist risk
Mr. Asaf Alperovitz is stepping down as CFO, effective May 31, 2026, and Mr. Maoz Sigron has been appointed as CFO, also effective May 31, 2026.(view source)
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$17.8B · +479.7% 1Y · Board A- · LOW activist risk
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$21.2B · +159.4% 1Y · Board A- · LOW activist risk
Robert Vinje was appointed Chief Operating Officer on May 10, 2026, effective June 15, 2026, while Marco Miller will transition to Chief Project Development Officer at that time.(view source)
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$1.7B · +397.2% 1Y · Board B+ · LOW activist risk
Nicholas B. Hawkins, Chief Financial Officer of Arteris, will retire effective August 31, 2026, and will serve as an advisor post-retirement.(view source)
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$5.7T · +74.2% 1Y · Board A · LOW activist risk
On May 7, 2026, NVIDIA Corporation appointed Suzanne Nora Johnson as a member of the Board and Audit Committee, effective July 13, 2026.(view source)
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$9.6B · -74.2% 1Y · Board C- · HIGH activist risk
Samantha Jacobson is resigning as Chief Strategy Officer, effective May 18, 2026, but will remain on the board of directors.(view source)
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$18.8B · +90.4% 1Y · Board B+ · LOW activist risk
On May 5, 2026, Dennis Polk entered into an updated offer letter continuing his role as Chair of Hyve Solutions Holdings while remaining a member of the Board of Directors.(view source)
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$21.2B · +70.9% 1Y · Board C+ · ELEVATED activist risk
On May 9, 2026, Daniel Woodland will retire as Senior Vice President and President, Materials Solutions, with Olivier Blachier succeeding him in that role, effective June 1, 2026.(view source)
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$4.8B · +112.7% 1Y · Board C · LOW activist risk
On May 11, 2026, Dr. Keh-Shew Lu resigned from the Board of Directors and Angie Chen Button was appointed as Chairwoman of the Board.(view source)
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$625.4M · -58.9% 1Y · Board C- · HIGH activist risk
Ann Johnson resigned from the Board of Directors of N-able, Inc. effective May 7, 2026.(view source)
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$8.3B · +66.4% 1Y · Board C+ · LOW activist risk
Susan D. Lynch and Richard R. Lury are exiting the Board of Directors of Allegro MicroSystems, while Robert J. Willett is entering as a new Class III Director.(view source)
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$562.6B · +21.2% 1Y · Board C · LOW activist risk
On May 6, 2026, Tomislav Mihaljevic was elected to the Board of Directors of Oracle Corporation, effective immediately.(view source)
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$152.0B · -17.4% 1Y · Board B · ELEVATED activist risk
Nikki Krishnamurthy stepped down as Chief People Officer, and Jill Hazelbaker was appointed as President & Chief Corporate Affairs Officer.(view source)
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$97.3B · +10.5% 1Y · Board B+ · ELEVATED activist risk
Dr. Luc Van den Hove has been appointed as a director of Cadence and designated as a member of the Compensation Committee.(view source)
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$4.1B · -41.0% 1Y · Board B- · LOW activist risk
On May 11, 2026, Bhupender Singh was appointed as President and Head of International Growth Markets at ExlService Holdings, Inc.(view source)
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$1.8B · -2.1% 1Y · Board C · LOW activist risk
Kristi Argyilan was appointed to the Board of Directors of LiveRamp Holdings, and Brian O’Kelley resigned from the Board.(view source)
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$1.6B · -21.2% 1Y · Board C- · ELEVATED activist risk
Lukasz Strozek has been appointed as the Chief Technology Officer of Marqeta, Inc., effective May 18, 2026.(view source)
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$21.1M · -74.4% 1Y · Board D · ELEVATED activist risk
On May 5, 2026, Shrikrishna Venkataraman exited from his position as a member of the Board of Directors, and on May 11, 2026, Kunal Mehta entered as a member of the Audit Committee while remaining a Board member.(view source)
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$14.5M · -81.6% 1Y · Board D · ELEVATED activist risk
On May 12, 2026, Ed Burnett was appointed as Chief Security and Operations Officer at Cloudastructure, Inc.(view source)
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Industrials— 20 companies
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$6.4B · -41.8% 1Y · Board C- · HIGH activist risk
Peter D. Arvan exited as President and Chief Executive Officer of Pool Corporation on May 4, 2026, following a mutual agreement and separation agreement.(view source)
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$90.7B · +67.6% 1Y · Board B- · ELEVATED activist risk
John W. Dietrich will step down as Executive Vice President and Chief Financial Officer of FedEx Corporation, effective June 1, 2026, with his last day as an employee on July 31, 2026.(view source)
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$83.7B · +5.6% 1Y · Board C- · HIGH activist risk
Kevin M. Warsh resigned from the Board of Directors of United Parcel Service, Inc. upon his confirmation as Chairman of the Board of Governors of the Federal Reserve System.(view source)
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$4.6B · +41.4% 1Y · Board C · ELEVATED activist risk
Nathan Sleeper and Cynthia Hostetler are resigning as directors; Andrew Campelli and Thomas Surran are appointed as directors effective upon separation.(view source)
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$13.2B · -18.4% 1Y · Board C- · HIGH activist risk
At CNH Industrial N.V.’s 2026 AGM on May 8, 2026, all nominees to the Board of Directors were re-appointed or appointed for a one-year term, including Suzanne Heywood, Gerrit Marx, Elizabeth Bastoni, Howard W. Buffett, Karen Linehan, Alessandro Nasi, Richard Palmer, Lorenzo Simonelli, and Vagn Sørensen.(view source)
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$8.8B · -39.1% 1Y · Board C+ · HIGH activist risk
Ryan Nolan has been appointed as a new Director on the Board of Booz Allen Hamilton Holding Corporation, effective June 1, 2026.(view source)
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$7.0B · +73.4% 1Y · Board C- · LOW activist risk
Guy C. Hachey has been appointed as the Company’s lead independent director, effective immediately following the 2026 Annual Meeting.(view source)
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$952.0M · +16.8% 1Y · Board B · LOW activist risk
Constantine Xykis resigned as CEO of Power Solutions International, effective May 12, 2026, and Xun Li was appointed as Interim CEO, retaining his role as CFO.(view source)
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$87.9B · -0.1% 1Y · Board B · ELEVATED activist risk
On May 8, 2026, Mr. Rafael E. Carrasco announced his retirement effective July 17, 2026, and Ms. Tara J. Hemmer was promoted to Executive Vice President and Chief Operating Officer on May 13, 2026, following Mr. Morris’s resignation.(view source)
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$85.3B · +50.2% 1Y · Board C+ · ELEVATED activist risk
On May 14, 2026, Stephen Fortune exited as Executive Vice President and Chief Digital & Technology Officer, and Steve Watkins entered as the new Vice President of Product Management for Rail Operations.(view source)
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$53.2B · +30.3% 1Y · Board B- · LOW activist risk
Nick L. Stanage was appointed as a Class III Director on the Board of Directors of AMETEK, Inc. effective May 7, 2026.(view source)
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$5.5B · -15.2% 1Y · Board C · HIGH activist risk
Reed B. Rayman, Nicole Bonsignore, and Benjamin Honig resigned from the Board of Directors of ADT Inc. on May 5, 2026, due to Apollo Global Management’s sale of its shares, with no disagreements involved.(view source)
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$4.4B · +41.3% 1Y · Board A- · LOW activist risk
On May 8, 2026, Kevin Carpenter was appointed as Senior Vice President & Chief Supply Chain Officer for Atmus Filtration Technologies, effective May 11, 2026.(view source)
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$3.1B · +66.5% 1Y · Board B · LOW activist risk
On May 12, 2026, Ademir Sarcevic was promoted to Executive Vice President – Corporate and Group President – Electronics while continuing as CFO until a successor is found.(view source)
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$6.7B · +11.6% 1Y · Board C · LOW activist risk
William M. Lambert, Diane M. Pearse, and Nishan J. Vartanian were elected as Directors for MSA Safety Incorporated during the annual meeting held on May 8, 2026.(view source)
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$61.0B · +37.5% 1Y · Board B+ · LOW activist risk
On May 8, 2026, eleven directors were elected to the Board of United Rentals, Inc. for one-year terms during the Annual Meeting.(view source)
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$2.2B · +34.5% 1Y · Board C- · HIGH activist risk
Carmen A. Tapio retired from the Board of Directors of Werner Enterprises, Inc. on May 12, 2026.(view source)
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$6.4B · +17.5% 1Y · Board C+ · ELEVATED activist risk
On May 6, 2026, Alan M. Bennett, Rosemary T. Berkery, Charles P. Blankenship Jr., James R. Breuer, Robert G. Card, H. Paulett Eberhart, Lisa Glatch, James T. Hackett, Teri P. McClure, and Matthew K. Rose were elected to the Board of Directors of Fluor Corporation.(view source)
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$30.1M · -68.9% 1Y · Board C- · ELEVATED activist risk
Roman Franklin has been appointed as Chief Financial Officer and Principal Financial Officer of Laser Photonics Corporation.(view source)
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$6.1M · -9.5% 1Y · Board D · ELEVATED activist risk
On May 19, 2026, Keith Albrecht and Katherine Koster resigned as directors from Polar Power, Inc.’s Board of Directors.(view source)
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Real Estate— 9 companies
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$65.8B · +32.1% 1Y · Board B+ · LOW activist risk
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$38.0B · +36.0% 1Y · Board A- · LOW activist risk
On May 7, 2026, Iron Mountain Incorporated appointed several directors to various committees during their Annual Meeting.(view source)
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$53.2B · +6.0% 1Y · Board B · LOW activist risk
On May 6, 2026, Public Storage held its Annual Meeting where twelve trustees were elected to the Board of Trustees and Mr. Mitra was re-appointed as Chairman of the Board.(view source)
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$16.9B · -11.3% 1Y · Board C- · HIGH activist risk
Mark A. Solls is deferring his retirement and continuing in his role as Executive Vice President, Chief Legal Officer and Secretary of Invitation Homes Inc.(view source)
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$6.6B · +1.9% 1Y · Board B- · LOW activist risk
Robert W. Salisbury has been appointed as Executive Vice President and Chief Financial Officer of Essential Properties Realty Trust, effective January 1, 2026.(view source)
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$106.5B · +28.6% 1Y · Board B+ · LOW activist risk
On May 5, 2026, Simon Miller notified his planned retirement from the roles of Chief Accounting Officer and Principal Accounting Officer effective July 31, 2026.(view source)
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$297.3M · -13.5% 1Y · Board D · HIGH activist risk
Andrew Silberstein is resigning from the Board of Directors effective May 11, 2026, while D. Pike Aloian is appointed to the Board to fill the vacancy on the same date.(view source)
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$4.1B · +22.1% 1Y · Board B+ · LOW activist risk
On May 8, 2026, Steven B. Tanger retired from his role as Chair of the Board and became Chair Emeritus, while Luis Ubiñas succeeded him as Non-Executive Chair of the Board.(view source)
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$1.4M · -83.3% 1Y · Board D · HIGH activist risk
On May 7, 2026, three directors resigned from the board while three new directors were elected, effective May 8, 2026.(view source)
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Basic Materials— 7 companies
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$20.1B · +162.5% 1Y · Board B- · LOW activist risk
Kenneth J. Watkinson will retire in early 2027, transitioning to an advisory role until August 10, 2026, and Anne Beckhelheimer will enter the role of Senior Vice President, Tax, Corporate Controller and Chief Accounting Officer on the same date.(view source)
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$626.5M · +134.6% 1Y · Board C+ · LOW activist risk
On May 13, 2026, Julie A. Dill was appointed as Chair of the Board of Rayonier Advanced Materials, succeeding Lisa M. Palumbo who remains a Board member.(view source)
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$70.0B · +0.5% 1Y · Board C+ · ELEVATED activist risk
On May 7, 2026, Ecolab Inc. elected Bryce L. Mewhorter as Senior Vice President and Corporate Controller effective after the filing of the Q2 2026 report, while Jennifer J. Bradway will transition to a different position.(view source)
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$35.7B · +4.0% 1Y · Board C+ · ELEVATED activist risk
Thompson S. Baker II will retire as President of Vulcan Materials Company effective July 15, 2026.(view source)
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$2.5B · +34.7% 1Y · Board C- · HIGH activist risk
Mr. Michael F. Barry is retiring from the Board of Directors, effective May 13, 2026, and Mr. Mark A. Douglas is appointed as the new Chairman of the Board.(view source)
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$815.6M · +40.7% 1Y · Board B- · LOW activist risk
Eric D. Brenner has been elected as the Chief Financial Officer and Treasurer of Koppers Holdings Inc., effective May 26, 2026, while Bradley A. Pearce will transition back to his previous role as Chief Accounting Officer on the same date.(view source)
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$841.0M · +5.7% 1Y · Board C · HIGH activist risk
At the annual meeting on May 13, 2026, nine individuals were elected as directors of Kronos Worldwide, Inc.(view source)
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Consumer Cyclical— 9 companies
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$3.8B · +105.4% 1Y · Board B · LOW activist risk
Mariam Naficy will not stand for re-election to the Board of Directors at Victoria’s Secret & Co. during the 2026 Annual Meeting.(view source)
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$5.4B · -43.8% 1Y · Board D · HIGH activist risk
On May 12, 2026, CarMax announced the nomination of Robert T. O’Shaughnessy to its Board of Directors, while Shira Goodman and Mitchell Steenrod will not stand for re-election at the Annual Meeting.(view source)
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$4.9B · +14.4% 1Y · Board C · LOW activist risk
Aditya Gandhi is resigning from his position as Chief Accounting Officer, with Paul Joachimczyk assuming his responsibilities until a successor is appointed.(view source)
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$12.5B · +26.6% 1Y · Board B+ · ELEVATED activist risk
On May 12, 2026, Robert Parahus announced his retirement as President and COO effective June 30, 2026, and Seth J. Ring has been appointed as his successor and elected to the Board of Directors, both effective June 30, 2026.(view source)
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$9.0B · +22.2% 1Y · Board B · LOW activist risk
Nine individuals were elected to the board of directors at the Annual Meeting for a one-year term.(view source)
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$4.0B · +45.5% 1Y · Board B · LOW activist risk
Multiple resignations of directors occurred due to a merger, with certain officers becoming part of the surviving corporation.(view source)
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$251.3M · -48.0% 1Y · Board C- · HIGH activist risk
Effective May 13, 2026, Timothy Weiderhoft has separated from his role as Chief Operating Officer at Xponential Fitness, Inc.(view source)
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$3.1B · +19.5% 1Y · Board B- · ELEVATED activist risk
Mr. Jeffrey Gennette was appointed as a Director effective May 6, 2026, and Ms. Nancy Reardon will not stand for re-election as a Director at the upcoming Annual General Meeting but will remain on the Board until then.(view source)
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$858.0M · +33.9% 1Y · Board B- · LOW activist risk
James J. Burke is stepping down as Chief Operating Officer effective June 1, 2026, while Sunil Bhandari is appointed as his successor in the same role, effective June 1, 2026.(view source)
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Financial Services— 14 companies
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$115.0B · -24.6% 1Y · Board A- · ELEVATED activist risk
On May 8, 2026, Andrew J. Quigg was elected as CFO effective July 4, 2026, as John P. Sauerland is set to retire.(view source)
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$5.1B · +1.3% 1Y · Board C · HIGH activist risk
On May 11, 2026, Joseph O. Eppers announced his retirement as Executive Vice President and Chief Investment Officer effective June 2, 2026, and Vaibhav Kalia will serve as Interim Chief Investment Officer starting on the same date.(view source)
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$12.3B · +20.9% 1Y · Board B- · LOW activist risk
Robert Qutub is retiring as CFO effective December 31, 2026, and Matthew Neuber will succeed him as CFO starting January 1, 2027. Ross Curtis is also retiring as Chief Portfolio Officer effective December 31, 2026, and will transition to a strategic advisor role afterward.(view source)
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$8.3B · -2.6% 1Y · Board B+ · HIGH activist risk
On May 8, 2026, Stephen Curley resigned from his role as Chief Banking Officer to pursue a new opportunity as CEO in the financial services sector.(view source)
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$6.7B · +19.7% 1Y · Board C+ · LOW activist risk
Patricia A. Norton-Gatto was appointed as Principal Accounting Officer, transitioning from Senior Vice President and Corporate Controller, while Jeffrey M. Farber exited his role as Principal Accounting Officer.(view source)
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$6.3B · -45.3% 1Y · Board C · HIGH activist risk
Gail Landis did not stand for re-election to the Board of Directors due to reaching the mandatory retirement age, effective May 7, 2026.(view source)
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$1.0B · -6.8% 1Y · Board C- · HIGH activist risk
John D. Farina and Thalia M. Meehan were elected as Class III directors; their terms will last for three years.(view source)
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$560.5M · +58.3% 1Y · Board C- · ELEVATED activist risk
Claire A. Stack was appointed as Executive Vice President and Chief Financial Officer of Midland States Bancorp, effective May 8, 2026.(view source)
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$115.6B · -4.5% 1Y · Board B- · ELEVATED activist risk
On May 8, 2026, stockholders elected several individuals to the Board of Directors of Capital One Financial Corporation.(view source)
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$72.7B · +31.5% 1Y · Board B+ · LOW activist risk
Jeffrey Pinner has exited his role as Chief Technology Officer at Robinhood Markets, Inc. effective May 7, 2026.(view source)
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$3.3B · +30.5% 1Y · Board C- · ELEVATED activist risk
Kristina Robbins was terminated as COO of First Interstate BancSystem, Inc. and transitioned to a new role as Executive Advisor to CEO James Reuter, effective May 11, 2026.(view source)
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$6.2B · +23.1% 1Y · Board C+ · LOW activist risk
William B. Campbell retired as a director of F.N.B. Corporation effective May 6, 2026.(view source)
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$804.0M · +20.3% 1Y · Board C+ · LOW activist risk
William H. Martel is retiring from his position as Executive Vice President and Chief Technology Officer of Camden National Corporation, effective July 31, 2026.(view source)
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$387.0M · -35.5% 1Y · Board D · ELEVATED activist risk
On May 11, 2026, Olivia M. Caley was designated as Principal Financial Officer of GBank Financial Holdings while Jeffery E. Whicker is on medical leave.(view source)
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Communication Services— 2 companies
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$1.4B · -20.0% 1Y · Board D · HIGH activist risk
Tae Lee was appointed as Chief Financial Officer of Playtika Holding Corp. on May 5, 2026, after previously serving as acting CFO since April 1, 2026.(view source)
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$37.3M · -68.6% 1Y · Board D · HIGH activist risk
Nick Lynton, Chief Legal and Privacy Officer, is resigning from his position effective July 3, 2026, and will continue to assist in transitioning his responsibilities until then.(view source)
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Consumer Defensive— 5 companies
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$861.7M · -43.1% 1Y · Board D · HIGH activist risk
Three individuals, Sohaib Abbasi, Marylou Maco, and Lydia Paterson, were appointed to the Company’s Board following the Closing of the Merger, while three directors, Amanda M. Clark, Susan W. Muigai, and Sabrina L. Simmons, resigned from the Board.(view source)
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$3.3B · +27.8% 1Y · Board A · LOW activist risk
The Chefs’ Warehouse, Inc. elected Steven F. Goldstone, Aylwin Lewis, Lester Owens, Christopher Pappas, John Pappas, Richard N. Peretz, Debra Walton-Ruskin, and Wendy M. Weinstein as directors at the 2026 Annual Meeting.(view source)
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$71.1B · +4.0% 1Y · Board C+ · LOW activist risk
Several individuals were elected as directors during the Company’s Annual Meeting of Stockholders held on May 8, 2026.(view source)
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$2.4M · -95.7% 1Y · Board D · HIGH activist risk
On May 9, 2026, Brady Cobb was appointed as Interim Chief Executive Officer, and William Meissner resigned as President effective June 1, 2026.(view source)
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$304.9M · -12.0% 1Y · Board C- · HIGH activist risk
On May 8, 2026, Steven K. Hatchett is resigning as Executive Vice President and Chief Product Officer but will remain with the company as a strategic product advisor.(view source)
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Utilities— 1 company
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$7.7B · +35.3% 1Y · Board B · LOW activist risk
Kevin P. Malcarney will retire as Executive Vice President, General Counsel and Corporate Secretary effective June 1, 2026, following which he will serve as a non-executive employee until June 26, 2026.(view source)
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Activist risk and board ratings are derived from Boardroom Alpha’s proprietary scoring. Activist risk is forward-looking — a quantitative estimate of likelihood of activist engagement, not a current campaign. Board ratings reflect the average tenure-quality score of focal directors. TSR and S&P 500 spreads are annualized.