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
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 support. Sortable table, pay-vs-performance, and board grades.
Why Lululemon Settled: The Signals That Pointed to a Deal, Not a Vote
Chip Wilson won’t get the clean victory he sought — or the defeat the board wanted to hand him. He gets a settlement. We read the dynamics that produced it.
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…
From the desk this month
Peloton (PTON), Clorox (CLX), and Six Flags (FUN) Lead This Week’s C-Suite Changes — May 29, 2026
C-suite churn concentrated where market patience is thinnest: consumer cyclicals led CEO/CFO turnover, and the week brought 11 CEO changes and 12 CFO changes overall. Peloton…
Weekly Recap: MO, OHI, WEN Rewire the C-Suite — May 22, 2026
Succession moved from emergency cleanup to portfolio rotation this week, with 24 CEO changes and 21 CFO changes across the tracked C-suite. Altria paired a CEO handoff with a CFO…
HF Sinclair and PagerDuty Drive This Week’s C-Suite Shake-Up — May 15, 2026
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…
Viasat Agrees to Add Two Carronade-Backed Directors
Viasat Inc. (VSAT) has entered into a cooperation agreement with Carronade Capital Management, expanding its board from eight to ten directors. This agreement comes as Viasat…
Impactive Capital Secures Full Three-Seat Slate at WEX
Impactive Capital has reached a cooperation agreement with WEX Inc., securing all three board seats it sought. The agreement follows a proxy contest and addresses WEX’s…
Beretta Holding Gains Two Seats at Sturm Ruger After Proxy Fight
Sturm, Ruger & Co. Inc. (RGR) and Beretta Holding S.A. have reached a cooperation agreement granting Beretta the right to appoint two independent directors post-2026 Annual…
The daily SPAC brief
SPAC Market Update June 2, 2026: Three SPAC Deals as REEcycle Holdings, OpenPayd, and Mobilewalla Look to Go Public
Live Oak Acquisition Corp V (LOKV) entered a forward purchase agreement with HB Strategies on June 2, 2026 to reduce redemptions in its Teamshares merger. Separately,…
SPAC Market Update June 1, 2026: SSAC to Merge with Mobilewalla, RDAC Extension Approved
Spacsphere Acquisition Corp (SSAC) announced a merger with Mobilewalla, a data and AI company operating a proprietary consumer data AI platform, on June 1, 2026. Separately,…
SPAC Market Update May 29, 2026: BID Prices $140M IPO; QSEA, CUB Set Extension Votes
Tribeca Strategic Acquisition Corp. (BID) priced a $140M SPAC IPO on May 29, 2026. Tribeca Strategic Partners Holdco LLC sponsors the vehicle, which targets software, technology,…
SPAC Market Update May 28, 2026: CGCT Deal Approval, $239.96M Redemption Update
Cartesian Growth Corp III (CGCT) reported about $239.96M redeemed from trust on May 28, 2026 after shareholders approved its merger. CGCT’s vote outcome was marked deal approved,…
SPAC Market Update May 27, 2026: NHIC-Newcleo, TDAC-ProLogium Deals, DGAC Prices $150M
Newhold Investment Corp Iii (NHIC) and Translational Development Acquisition Corp (TDAC) announced mergers on May 27, 2026, and Disciplined Growth Acquisition Corporation (DGAC)…
SPAC Market Update May 26, 2026: GIG DeSPACs as Hadron Energy (HDRN) + Lakeshore Acquisition III Deal
Hadron Energy (HDRN) began trading as a DeSPAC on May 26, 2026, bringing a modular micro-reactor developer public. The company targets AI data centers, remote communities and…
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.