Governance, executive, and activist analysis — backed by the data.
Pay-package deep dives. Activism reviews. Weekly market notes. Every CEO and CFO move that mattered, framed by analysts who know the file.
Curated analysis from our team
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 its two stewardship teams disagreed.
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…
From the desk this month
Who is steering CoreWeave through the selloff, and their record so far
The CEO told staff the market can act irrationally. We looked at the three former commodity traders who control CoreWeave, their finance team and three directors who check them.
Bausch + Lomb Pays Departing CEO $75.5 Million, MongoDB Awards Ittycheria $15 Million (Weekly Executive Moves: October 16, 2026)
Bausch + Lomb agreed to pay departing CEO Brent Saunders $75.5 million in cash, and MongoDB gave returning interim CEO Dev Ittycheria $15 million in stock. MSG Sports set James…
ATG Capital wins one Empery Digital board seat in proxy fight
Holders elected ATG nominee Aaron Morris in place of director Örn Ólason but passed over ATG founder Gabriel Gliksberg, whom ISS, Glass Lewis and Egan-Jones all backed.
Third Point is right to push Strata Critical Medical toward a market test
The former Blade Air Mobility has spent most of its SPAC cash, and its overhead has only just dipped below gross profit. Its co-CEOs double as CFO and general counsel.
Bausch + Lomb’s CEO exits overnight with $75.5 million, no permanent successor
Brent Saunders signed his exit on a Sunday and was gone by Monday. The CEO of Bausch Health, which owns 87%, is now also interim CEO of Bausch + Lomb, and no search has been…
Trade Desk asks to reset its underwater options. Shareholders get no reset.
Monday’s vote would cut the exercise price on up to about 14.7 million options to that day’s close. CEO Jeff Green, whose options gain most, holds about half the votes.
The daily SPAC brief
SPAC Market Update October 19, 2026: TCGX to Merge with TriGemX Bio
Tcgx Acquisition Corp (TCGX) announced a merger with TriGemX Bio on October 19, 2026; no transaction dollar value was disclosed. TriGemX Bio is developing elismetrep, a TRPM8…
SPAC Market Update October 16, 2026: PAII-Sakuu Merger Agreement, TCXB $100M IPO
Pyrophyte Acquisition Corp II (PAII) announced a merger agreement with Sakuu Corp on October 15, 2026; no transaction dollar value was disclosed. Separately, TCGX Acquisition…
SPAC Market Update October 15, 2026: ATII-Forge Nano Vote, OACC Redemption Update
Archimedes Tech Spac Partners Ii Co (ATII) held its Forge Nano, Inc. merger vote on October 15, 2026; no transaction dollar value was disclosed. Forge Nano develops proprietary…
SPAC Market Update October 14, 2026: Frazier Life Sciences II $75M IPO, COPL / Ignite Proteomics Deal Termination
Frazier Life Sciences Acquisition Corp. II (FLSC) priced a $75M IPO on October 14, 2026, targeting therapeutics and other life sciences assets. Frazier Life Sciences Holdings II…
SPAC Market Update October 13, 2026: Blackhawk + Vesicor Deal Vote, IX Acquisition Extension Approved
Black Hawk Acquisition Corp (BKHA) held its Vesicor Therapeutics, Inc. merger vote on October 13, 2026; no transaction dollar value was disclosed. Separately, IX Acquisition Corp…
SPAC Market Update October 12, 2026: LPBB Extension Passes After $199M Redemptions, ALDF Extends
Launch Two Acquisition Corp (LPBB) won approval to extend its deadline to April 9, 2027 after $199M was redeemed from trust on October 12, 2026. Separately, Aldel Financial II Inc…
Governance & Activism Research
Director slates, proxy fights, pay-package deep dives, settlements, and AGM outcomes — emailed as we publish.
Every IPO, vote, and DeSPAC close.
CEO, CFO & director moves, ranked.