Peloton (PTON) hired another CFO after a 98% peak-to-trough collapse, setting the tone for a week with 11 CEO changes and 12 CFO changes.
Activity Pulse — CEO/CFO & Board Transitions
Counts of role transitions across all tracked public companies. YoY compares the trailing 12 months against the 12 months before that.
| Role | This Week | MTD | Last 12 Mo. | Prior 12 Mo. | YoY |
|---|---|---|---|---|---|
| CEO transitions | 6 | 38 | 475 | 473 | +0.4% |
| CFO transitions | 6 | 60 | 705 | 738 | -4.5% |
| Director adds | 24 | 233 | 2,724 | 2,768 | -1.6% |
| Director exits | 73 | 515 | 2,865 | 2,848 | +0.6% |
C-Suite Churn Meets Market Extremes
Consumer Cyclicals Search for Credibility
Consumer cyclical was the busiest C-suite sector, with five CEO/CFO transitions, and Peloton (PTON) showed why. The company hired Siddharth Thacker as CFO after the stock collapsed 98% from its June 2021 peak; a D-rated board with 3 CEOs in 3 years and HIGH activist risk is not buying much benefit of the doubt.
PELOTON INTERACTIVE INC (PTON)Consumer Cyclical
$2.5B · 1Y TSR -20.2% · board D · activist HIGH
5Y max drawdown: 97.5% (peak 2021-06-28 → trough 2024-08-05)
Peloton Interactive, Inc. announced the appointment of Siddharth Thacker as CFO, effective June 22, 2026, while Saqib Baig will step down from his interim role as CFO, also effective June 22, 2026, remaining as Chief Accounting Officer.
Six Flags (FUN) tapped Ash Walia as CFO, adding another finance chief at a company already carrying 3 CFOs in 3y, 2 CEOs in 3y and 8 director exits over five. Shares fell 42% in the past year while the S&P gained 28, the kind of spread that turns a routine CFO hire into a credibility test.
American Woodmark (AMWD) saw all directors and officers cease service after its merger with MasterBrand, a clean corporate ending rather than a refresh. The stock was down 17% over the past year while the S&P gained 28, and the company screened as HIGH activist risk before the deal closed.
Defensive Staples Concede the Search
Clorox (CLX) said Linda Rendle will step down as CEO and remain during the transition while the board searches for a successor. Rendle, who also sits on Visa’s board, leaves a C- rated company screening as HIGH activist risk, with shares roughly 51 points behind the S&P over the past year.
Winners Reload, Not Retrench
Vishay Precision Group (VPG) said CFO William Clancy will retire, while CEO Ziv Shoshani’s contract was sweetened with equity and cash. Shoshani has led the company since its July 2010 spin-off after senior roles at Vishay Intertechnology; the stock collapsed 55% from its Feb. 2023 peak to its 2025 trough before ripping back to a five-year high.
VISHAY PRECISION GROUP INC (VPG)Technology
$1.7B · 1Y TSR +371.0% · board A- · activist LOW
5Y max drawdown: 55.1% (peak 2023-02-27 → trough 2025-04-07)
William M. Clancy notified his retirement and will resign as CFO effective December 31, 2026; Ziv Shoshani’s CEO Employment Agreement was amended to include a significant equity award and cash bonus.
Role Moves To Watch
CEO Transitions
- Allogene Therapeutics (ALLO) named Zachary Roberts CEO, putting a D-rated biotech that screens as HIGH activist risk atop a stock up 108%.
- Kemper (KMPR) tapped Stephen McAnena as CEO, a reset at a D-rated insurer down 59% while the S&P gained 28.
CFO Transitions
- Braze (BRZE) named Pankaj Malik interim CFO, a thin-bench signal at a D-rated software company down 35% in a year.
- Maze Therapeutics (MAZE) shifted principal-accounting duties to CFO Misbah Tahir, whose prior IGM CFO tenure saw a 95% stock slide.
Board / Director Changes
- Kopin (KOPN) elected five directors, freshening a board with seven director exits in five years and an A- rating.
- Quanta Services (PWR) added Joseph Kim, whose Sunoco CEO run delivered a 385% return; Quanta carries an A board rating.
- Transocean (RIG) elected 11 directors and a chair, an unusually broad slate at a C-rated company screening as HIGH activist risk.
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 | 5.2% | 24.5% | 4.5% | 23.9% |
| Energy | 130 | 3.8% | 21.5% | 2.3% | 23.8% |
| Basic Materials | 171 | 2.3% | 17.5% | 5.3% | 23.4% |
| Consumer Cyclical | 359 | 3.1% | 15.6% | 3.1% | 23.7% |
| Industrials | 417 | 2.4% | 15.6% | 5.0% | 21.8% |
| Technology | 479 | 2.3% | 14.4% | 2.5% | 21.7% |
| Healthcare | 788 | 2.3% | 14.2% | 2.8% | 20.8% |
| Communication Services | 128 | 0.8% | 13.3% | 4.7% | 14.8% |
| Financial Services | 548 | 2.6% | 12.4% | 2.2% | 12.8% |
| Real Estate | 221 | 0.9% | 10.9% | 1.4% | 14.0% |
Beyond the headline
Biotech Bench Rotation Keeps Coming
Healthcare produced its own bench reshuffle: Allogene named a new CEO, Maze shifted finance duties, and CG Oncology changed presidents (ALLO, MAZE, CGON) while biotech returns stayed split.
Technology— 11 companies
|
$1.7B · +371.0% 1Y · Board A- · LOW activist risk
William M. Clancy notified his retirement and will resign as CFO effective December 31, 2026; Ziv Shoshani’s CEO Employment Agreement was amended to include a significant equity award and cash bonus.(view source)
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$1.1B · +341.6% 1Y · Board A- · LOW activist risk
Kopin Corporation’s 2026 Annual Meeting resulted in the election of five directors, each serving until the 2027 Annual Meeting.(view source)
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$183.1B · +929.4% 1Y · Board B+ · LOW activist risk
Manuvir Das appointed to the Board of Directors and Audit Committee of Western Digital Corporation as of May 26, 2026.(view source)
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$2.7B · -34.9% 1Y · Board D · HIGH activist risk
On May 25, 2026, Pankaj Malik was appointed as Interim Chief Financial Officer while continuing in his role as Chief Accounting Officer effective May 29, 2026.(view source)
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$6.1B · -7.8% 1Y · Board C · LOW activist risk
On May 21, 2026, Ashraf Alkarmi was appointed as Co-Chief Executive Officer and a member of the Board of Dropbox, effective May 26, 2026, while Andrew Houston transitions to Executive Chairman.(view source)
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$92.0B · -6.1% 1Y · Board B- · HIGH activist risk
Jesse Cohn will join the Board of Directors of Synopsys, Inc. as an independent director effective June 1, 2026.(view source)
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$12.8B · -23.6% 1Y · Board C · HIGH activist risk
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$3.5B · -22.9% 1Y · Board C- · HIGH activist risk
BILL Holdings, Inc. announced the transition of John Rettig to Chief Strategy and Transformation Officer, and the departure of Ken Moss and Mary Kay Bowman, effective June 30, 2026.(view source)
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$804.8M · -32.2% 1Y · Board C- · HIGH activist risk
Ibotta, Inc. appointed Jared Chomko as Principal Accounting Officer effective May 19, 2026, and Matt Puckett will step down from that role.(view source)
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$484.3M · -25.7% 1Y · Board C- · HIGH activist risk
Mike Powell will exit his role as Chief Innovation Officer effective May 29, 2026.(view source)
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$111.9M · -48.9% 1Y · Board D · ELEVATED activist risk
Eight directors were elected at Expensify, Inc.’s 2026 Annual Meeting of Stockholders.(view source)
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Industrials— 9 companies
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$82.5B · +1367.7% 1Y · Board A- · LOW activist risk
At Bloom Energy Corporation’s 2026 Annual Meeting, four new directors were elected to the Board for three-year terms.(view source)
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$109.6B · +113.5% 1Y · Board A · LOW activist risk
Joseph Kim was elected as a new independent director of Quanta Services, Inc. at its 2026 Annual Meeting of Stockholders on May 21, 2026.(view source)
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$25.1B · +80.1% 1Y · Board A · LOW activist risk
Wendy Cassity is resigning from her role as Chief Legal Officer and Corporate Secretary at XPO, Inc.(view source)
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$175.1M · -54.7% 1Y · Board D · HIGH activist risk
David Enholm resigned as a Director of CleanCore Solutions, Inc., effective May 21, 2026, while continuing as CFO, and Tyler Hassen was appointed as Director effective the same date.(view source)
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$7.8B · +28.5% 1Y · Board B- · LOW activist risk
On May 27, 2026, David J. Pauli was promoted to Chief Operating Officer while Daniel J. Klun was promoted to Chief Financial Officer.(view source)
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$5.4B · -15.5% 1Y · Board C · HIGH activist risk
Thomas Gartland, Danielle Tiedt, and Sigal Zarmi were re-elected to the Board of Directors for a term expiring at the 2027 Annual Meeting, while Nicole Bonsignore and Reed B. Rayman resigned prior to the election.(view source)
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$71.8B · +3.7% 1Y · Board C+ · ELEVATED activist risk
On May 19, 2026, Randall J. Scheuneman announced his retirement, and Matteo C. Pigozzo will succeed him as Vice President & Chief Accounting Officer and Principal Accounting Officer.(view source)
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$444.8M · -31.7% 1Y · Board C- · HIGH activist risk
David Moon is resigning as President, CEO, and Board member effective May 26, 2026, while Alex Buehler is appointed as Interim President and CEO on the same date.(view source)
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$7.5M · +13.2% 1Y · Board D · ELEVATED activist risk
Keith Albrecht and Katherine Koster resigned as independent directors, effective May 19, 2026, but Albrecht rescinded his resignation on May 18, 2026, with immediate effect.(view source)
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Consumer Cyclical— 12 companies
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$2.5B · -20.2% 1Y · Board D · HIGH activist risk
Peloton Interactive, Inc. announced the appointment of Siddharth Thacker as CFO, effective June 22, 2026, while Saqib Baig will step down from his interim role as CFO, also effective June 22, 2026, remaining as Chief Accounting Officer.(view source)
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$2.1B · -42.1% 1Y · Board D · HIGH activist risk
On May 27, 2026, Ash Walia was appointed as Chief Financial Officer of Six Flags Entertainment Corporation, effective June 17, 2026.(view source)
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$700.7M · -16.8% 1Y · Board C · HIGH activist risk
The text details the cessation of service of all directors and officers of American Woodmark due to a merger with MasterBrand, effective at the closing date.(view source)
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$76.1B · +73.6% 1Y · Board B · LOW activist risk
Jonathan McNeill will retire from the Board of Directors of General Motors Company effective June 2, 2026, after not standing for reelection.(view source)
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$14.6B · +115.3% 1Y · Board B · LOW activist risk
BorgWarner Inc. appointed Stefan Demmerle as Vice President, President and General Manager of Battery Energy Systems, and Chief Technology Officer, effective July 1, 2026, transitioning from his previous role.(view source)
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$2.8B · +146.5% 1Y · Board C · ELEVATED activist risk
On May 21, 2026, Thomas G. Dundon and Mark D. Mandel were elected to the Board of Directors of Callaway Golf Company.(view source)
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$23.8B · -12.7% 1Y · Board B · LOW activist risk
William Harkins has been appointed as the Executive Vice President and Chief Financial Officer of Rollins, Inc., effective June 15, 2026, while Kenneth Krause is resigning from his role as CFO on the same date.(view source)
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$4.1B · -30.9% 1Y · Board C- · HIGH activist risk
On May 26, 2026, Bath & Body Works, Inc. appointed Tom Javitch as Interim Chief Financial Officer and D. Andrew Meeting as Senior Vice President, Controller and Principal Accounting Officer, effective June 12, 2026, following Eva C. Boratto’s resignation as CFO.(view source)
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$146.2M · -5.1% 1Y · Board D · ELEVATED activist risk
Nicholas Johnson has been appointed as CEO of Medifast, effective June 1, 2026, succeeding Daniel Chard, who will transition to non-executive Chairman.(view source)
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$17.5B · +41.2% 1Y · Board B- · LOW activist risk
On May 20, 2026, Paul D. Ballew retired from the Board of Directors of Hyatt Hotels Corporation, and on May 21, 2026, Gianni Marostica was appointed to the Audit Committee of the Board.(view source)
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$1.2B · -10.5% 1Y · Board C · ELEVATED activist risk
Three former directors of American Woodmark, Andrew Cogan, Philip Fracassa, and Daniel Hendrix, have been appointed as independent directors of MasterBrand, effective immediately.(view source)
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$496.5M · -9.5% 1Y · Board C- · HIGH activist risk
On May 28, 2026, shareholders of Caleres, Inc. elected 10 directors to a one-year term during the Annual Meeting of Shareholders.(view source)
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Healthcare— 21 companies
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$776.6M · +108.3% 1Y · Board D · HIGH activist risk
On May 28, 2026, Zachary Roberts, M.D., Ph.D. was appointed President and CEO of Allogene Therapeutics, Inc., replacing David Chang, M.D., Ph.D., who transitions to a non-employee director role effective July 1, 2026.(view source)
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$1.6B · +178.5% 1Y · Board C · HIGH activist risk
Dr. Annalisa Jenkins has exited her role as a Class III director of the Company effective at the conclusion of the AGM.(view source)
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$1.5B · +135.7% 1Y · Board B- · LOW activist risk
Amy Bachrodt is resigning as Senior Vice President, Finance, and Misbah Tahir will become the principal accounting officer.(view source)
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$5.4B · +138.0% 1Y · Board B · LOW activist risk
Ambaw Bellete is exiting as President & Chief Operating Officer effective June 30, 2026, and Arthur Kuan is entering as President on May 20, 2026.(view source)
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$32.8B · -52.2% 1Y · Board C · ELEVATED activist risk
Ms. Louise M. Parent retired from the Board of Directors of Zoetis Inc. on May 20, 2026, in accordance with the Company’s director retirement policy.(view source)
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$1.6B · +104.9% 1Y · Board C- · LOW activist risk
On May 25, 2026, Saira Ramasastry will be stepping down from her role as a director and Audit Committee member of Vir Biotechnology, effective May 26, 2026. Concurrently, Robert More has been appointed as Chair of the Audit Committee effective also on May 26, 2026.(view source)
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$1.8B · -3.7% 1Y · Board A · LOW activist risk
On May 19, 2026, Christopher P. Litterio plans to retire from his role as General Counsel, Secretary, and Senior Vice President of Human Resources at UFP Technologies, Inc.(view source)
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$8.7B · +3.6% 1Y · Board C+ · HIGH activist risk
William K. “Dan” Daniel has been elected as Independent Chairman of the Company’s Board of Directors effective May 22, 2026.(view source)
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$709.6M · +604.5% 1Y · Board B · LOW activist risk
Andrew Miller, Ph.D. was appointed to the Board of Directors of Alto Neuroscience, Inc. on May 27, 2026 and will serve a term expiring at the Company’s 2027 Annual Meeting of Stockholders.(view source)
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$38.3B · +22.7% 1Y · Board C · ELEVATED activist risk
On May 20, 2026, Agilent Technologies appointed Tim Downs as Vice President, Chief Accounting Officer and principal accounting officer, while Rodney Gonsalves will retire from his role as Vice President, Corporate Controller.(view source)
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$40.7B · +5.2% 1Y · Board C+ · LOW activist risk
Effective June 1, 2026, Benjamin F. Cravatt, Ph.D. is elected as a Class III director at Alnylam Pharmaceuticals, Inc.(view source)
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$1.3B · +35.9% 1Y · Board C- · HIGH activist risk
On May 21, 2026, nine individuals were elected as members of the Board of Directors of NeoGenomics, Inc. during its annual meeting.(view source)
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$157.5M · -76.4% 1Y · Board C- · HIGH activist risk
On May 26, 2026, Kori Handy was appointed as Vice President of Product and Design at Streamex Corp.(view source)
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$24.9M · -66.3% 1Y · Board C- · HIGH activist risk
On May 21, 2026, AIxCrypto Holdings, Inc. saw several leadership changes including the resignations of Kevin Richardson II as Co-CEO and Director, Koti Meka as CFO and Director, Campbell Becher as President, and the appointments of Jie (Jay) Sheng as President and CFO; Jerry Wang and Chen Shi as Directors.(view source)
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$150.0B · -23.0% 1Y · Board B · LOW activist risk
Henry L. Charlton will transition to Senior Vice President of Global Business Operations, and Taylor Patton will succeed him as Chief Commercial and Marketing Officer effective July 1, 2026.(view source)
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$1.5B · -9.6% 1Y · Board C+ · ELEVATED activist risk
Immunocore Holdings plc held its 2026 AGM where Siddharth Kaul, William Pao, M.D., Ph.D., and Kristine Peterson were re-appointed as directors.(view source)
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$143.7M · -40.0% 1Y · Board C- · HIGH activist risk
Anthony Catalano was appointed as Chief Operating Officer and Michael Miller transitioned to Chief Technology and Products Officer on May 14, 2026.(view source)
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$25.6M · -72.0% 1Y · Board D · HIGH activist risk
On May 22, 2026, Stephen Brady, Michael Raab, and Christine Pellizzari resigned from the Board of Directors of Tempest Therapeutics, Inc.(view source)
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$107.2M · -61.2% 1Y · Board B- · LOW activist risk
Francis X. Brown III was appointed as the Interim Principal Financial and Accounting Officer of Neuronetics, Inc. effective May 5, 2026 and subsequently agreed to an Amended and Restated Consulting Agreement providing for monthly compensation of $26,000.(view source)
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$97.5M · -99.4% 1Y · Board D · ELEVATED activist risk
On May 21, 2026, Tyler Evans was appointed as a Class II Director by Nakamoto Inc.’s Board of Directors.(view source)
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$42.2M · -63.9% 1Y · Board C- · LOW activist risk
Mr. Paul Stuka will retire from his position as a Class I Director and Chair of the Board effective at the 2027 Annual Meeting of Stockholders.(view source)
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Financial Services— 18 companies
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$1.5B · -58.6% 1Y · Board D · HIGH activist risk
On May 21, 2026, Stephen J. McAnena was appointed as President and Chief Executive Officer, and Tony DeSantis was elected as a non-employee Director of Kemper Corporation, effective June 1, 2026.(view source)
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$122.6B · +10.6% 1Y · Board B- · LOW activist risk
Chubb Limited announced several board member elections including Evan G. Greenberg, Michael P. Connors, Michael G. Atieh, Nancy K. Buese, Nelson J. Chai, Michael L. Corbat, Fred Hu, Robert J. Hugin, Robert W. Scully, Theodore E. Shasta, David H. Sidwell, Olivier Steimer, and Frances F. Townsend as directors, and Evan G. Greenberg as Chairman of the Board, all effective until the next annual general meeting.(view source)
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$506.7M · +30.5% 1Y · Board B · LOW activist risk
On May 20, 2026, Home Bancorp, Inc. extended the terms of employment agreements for several executives, including John W. Bordelon, Darren E. Guidry, Mark C. Herpin, David T. Kirkley, Natalie B. Lemoine, and John J. Zollinger.(view source)
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$123.6B · -18.5% 1Y · Board C+ · ELEVATED activist risk
Saugata Saha is exiting his role as President, S&P Global Market Intelligence and Chief Enterprise Data Officer effective July 30, 2026.(view source)
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$1.8B · +6.8% 1Y · Board B · LOW activist risk
On May 27, 2026, David L. Bumgarner transitioned to Senior Executive Vice President and Chief Financial Officer at City Holding Company.(view source)
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$3.6B · +71.0% 1Y · Board B- · LOW activist risk
On May 19, 2026, nine individuals were elected as directors of Bread Financial Holdings, Inc., while Roger H. Ballou retired from the Board.(view source)
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$4.6B · +4.4% 1Y · Board B- · ELEVATED activist risk
On May 20, 2026, the Company approved new executive severance agreements for recently designated executive officers including Ms. Bartholomew, Messrs. Keleher, Kobell, and Watson, following the appointment of a new CEO effective August 13, 2026.(view source)
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$3.6B · +10.2% 1Y · Board C- · ELEVATED activist risk
On May 20, 2026, Richard Wohl will retire from his role as Executive Vice President and General Counsel of CVB Financial Corp., effective June 5, 2026.(view source)
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$1.7B · +34.6% 1Y · Board C- · ELEVATED activist risk
The text discloses the election of several individuals to the Board of Directors of Live Oak Bancshares, Inc.(view source)
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$608.7M · +62.0% 1Y · Board B- · LOW activist risk
A. Peyton Bush, IV and R. Chance DeWitt were appointed as directors of Red River Bancshares, Inc. on May 28, 2026.(view source)
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$4.1B · +27.8% 1Y · Board B- · LOW activist risk
George K. Martin retired from the Board of Directors, and new directors Jennifer Craighead Carey, Lisa Crutchfield, Denise L. Devine, James R. Moxley III, Curtis J. Myers, Antoinette M. Pergolin, Michael F. Shirk, Scott A. Snyder, Ronald H. Spair, and E. Philip Wenger were elected.(view source)
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$4.4B · +28.8% 1Y · Board C- · LOW activist risk
On May 28, 2026, Meredith S. Weil retired from her position as a member of the Board of Directors of TFS Financial Corporation, and her position will not be filled.(view source)
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$3.8B · +34.9% 1Y · Board B- · LOW activist risk
On February 5, 2026, Ms. Lana Chan joined the Boards of Directors of Cathay General Bancorp and Cathay Bank, and on May 21, 2026, she was appointed to the Audit Committee and the Investment Committee of both entities, becoming an audit committee financial expert.(view source)
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$2.9B · -33.1% 1Y · Board B+ · LOW activist risk
On May 21, 2026, Scott Beiser was appointed as a Class I director of Palomar Holdings, Inc.(view source)
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$898.1M · +35.3% 1Y · Board C+ · LOW activist risk
Gideon Yu resigned from the Board of Directors of Hanmi Financial Corporation and its subsidiary Hanmi Bank effective immediately on May 22, 2026.(view source)
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$323.0M · -42.0% 1Y · Board D · HIGH activist risk
Six directors were elected to the Board of Directors of BlackRock TCP Capital Corp. during the 2026 Annual Meeting of Stockholders.(view source)
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$295.8M · +17.4% 1Y · Board C · HIGH activist risk
M. Dean Brown will step down as Chief Operations and Technology Officer and resign from all officer and fiduciary positions on June 30, 2026.(view source)
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$389.0M · -7.7% 1Y · Board C- · HIGH activist risk
On May 18, 2026, Michele Ann Colucci was appointed as a Designated Director of Global Indemnity Group, LLC by the Class B Majority Shareholder, expanding the Board from seven to eight members.(view source)
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Energy— 5 companies
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$7.5B · +35.6% 1Y · Board C · HIGH activist risk
On May 21, 2026, Elizabeth A. McDonald had her Change of Control Executive Severance Agreement amended and restated, and her long-term incentive plan target increased.(view source)
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$6.9B · +138.3% 1Y · Board C · HIGH activist risk
Eleven individuals were elected as directors and one individual was elected Chair of the Board during the recent annual meeting.(view source)
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$4.7B · +102.4% 1Y · Board C · HIGH activist risk
Trecia M. Canty serves as Senior Vice President, General Counsel and Secretary for both PBF Energy Inc. and PBF Holding Company LLC.(view source)
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$7.5B · +103.1% 1Y · Board C · LOW activist risk
On May 21, 2026, Mr. Jeff Miller was appointed as a director of Noble Corporation plc, filling a vacancy on the board following its expansion to eight members.(view source)
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$364.5B · +38.4% 1Y · Board C+ · HIGH activist risk
R. Hewitt Pate is resigning as Chief Legal Officer of Chevron Corporation effective December 31, 2026, and will serve as a non-executive senior advisor until his retirement in June 2027.(view source)
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Consumer Defensive— 7 companies
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$11.6B · -22.8% 1Y · Board C- · HIGH activist risk
Linda Rendle is stepping down as CEO of The Clorox Company, initiating a search for a new CEO while remaining in her current roles during the transition.(view source)
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$21.8B · +14.9% 1Y · Board C · ELEVATED activist risk
On May 28, 2026, Tyson Foods announced two people moves: Jeffrey K. Schomburger will join as CEO effective October 4, 2026, and Donnie King will step down from the CEO role on the same date.(view source)
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$12.6B · -32.9% 1Y · Board C- · HIGH activist risk
Cindy Hoots has been appointed to the Board of McCormick & Company, effective June 1, 2026.(view source)
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$39.0B · -4.2% 1Y · Board B · LOW activist risk
Timothy A. Massa announced his retirement from The Kroger Co. effective in the fall of 2026, continuing in his role until September 2026.(view source)
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$40.0B · +28.3% 1Y · Board B+ · LOW activist risk
On May 28, 2026, Jason Reiman announced his retirement from The Hershey Company, effective June 22, 2026, transitioning to Senior Vice President, Supply Chain Modernization, while Mitchell Arends was appointed as Senior Vice President, Chief Supply Chain Officer, effective June 22, 2026.(view source)
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$803.7M · -36.1% 1Y · Board C- · ELEVATED activist risk
Two people moves were disclosed: Paul R. Hibbert is exiting his role as Chief Supply Chain Officer, and Anthony Freve is entering the role of Chief Supply Chain Officer.(view source)
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$797.0M · +7.4% 1Y · Board B- · LOW activist risk
Kathleen Holmgren was appointed to the Board of Directors of the Company as a Class III director effective May 28, 2026, and John Pawlowski and Bryan Giles were appointed to the Board of Managers of the Surviving Company.(view source)
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Basic Materials— 4 companies
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$6.6B · +105.9% 1Y · Board B- · LOW activist risk
On May 28, 2026, Bradley Williams was appointed as Vice President of Government Affairs at Uranium Energy Corp.(view source)
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$17.3B · -13.3% 1Y · Board B- · LOW activist risk
Sivasankaran Somasundaram resigned from the Board of Directors of Lennox International Inc. effective immediately on May 23, 2026.(view source)
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$13.4B · — 1Y · Board UN · LOW activist risk
Four Class I nominees, Peter Gibbons, Rose Lee, William Oplinger, and Patrick Ward, were elected to the Board of Directors for a two-year term.(view source)
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$800.9M · -2.5% 1Y · Board C+ · HIGH activist risk
Brent C. Jewell is resigning from his position as President of the Architectural Glass Segment at Apogee Enterprises, Inc., effective June 10, 2026.(view source)
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Utilities— 1 company
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$7.4B · -0.2% 1Y · Board B · HIGH activist risk
Kathleen Shea Ballay, UGI Corporation’s General Counsel and Chief Legal Officer, intends to resign effective July 3, 2026.(view source)
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Communication Services— 1 company
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$805.3M · -25.4% 1Y · Board C+ · ELEVATED activist risk
Jiri Ponrt, the Chief Operating Officer, is resigning from his position effective July 10, 2026.(view source)
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Real Estate— 4 companies
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$1.3B · -1.0% 1Y · Board C · LOW activist risk
Anna T. Chew will retire as CFO and Treasurer, effective June 1, 2026, and Kevin S. Miller has been appointed as her successor in the same roles.(view source)
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$2.5B · +30.7% 1Y · Board B+ · LOW activist risk
Kyle Lutnick has been appointed as Chief Strategy Officer of Newmark Group, Inc. effective May 19, 2026.(view source)
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$11.0B · +26.2% 1Y · Board B · LOW activist risk
On May 21, 2026, EastGroup Properties, Inc. shareholders elected seven individuals to its Board of Directors: D. Pike Aloian, H. Eric Bolton, Jr., Donald F. Colleran, David M. Fields, Pamela J. Kessler, Marshall A. Loeb, and Mary E. McCormick.(view source)
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$2.0B · +32.7% 1Y · Board B · LOW activist risk
Two directors exited the Board, leading to appointments for Lisa Kabnick and Dr. M. Therese Antone to respective committees.(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.