https://www.boardroomalpha.com/researchGovernance, activism, executive-pay, and SPAC research from Boardroom Alpha.en-usWed, 07 Oct 2026 00:05:00 GMThttps://www.boardroomalpha.com/research/better-home-finance-garg-consent-board-questionshttps://www.boardroomalpha.com/research/better-home-finance-garg-consent-board-questions22303Wed, 07 Oct 2026 00:05:00 GMTBy 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.Governancehttps://www.boardroomalpha.com/research/wingstop-ceo-pay-retention-awardhttps://www.boardroomalpha.com/research/wingstop-ceo-pay-retention-award22296Tue, 06 Oct 2026 00:05:00 GMTHow 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.Governancehttps://www.boardroomalpha.com/research/blackrock-stewardship-votes-named-2026https://www.boardroomalpha.com/research/blackrock-stewardship-votes-named-202622288Fri, 02 Oct 2026 09:00:00 GMTBlackRock’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.FeaturedGovernancehttps://www.boardroomalpha.com/research/workday-job-cuts-questions-for-the-boardhttps://www.boardroomalpha.com/research/workday-job-cuts-questions-for-the-board22281Thu, 01 Oct 2026 00:05:00 GMTThe 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 million.Governancehttps://www.boardroomalpha.com/research/conagra-say-on-pay-questionshttps://www.boardroomalpha.com/research/conagra-say-on-pay-questions22273Wed, 30 Sep 2026 12:00:48 GMTSay-on-pay barely passed, with 50.8%, the third result under 70% in four years, as the stock lost 43% over five years.Governancehttps://www.boardroomalpha.com/research/mongodb-ceo-change-questionshttps://www.boardroomalpha.com/research/mongodb-ceo-change-questions22267Mon, 28 Sep 2026 16:30:52 GMTThe 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.CEO / CFO / Director Resignations & AppointmentsFeaturedGovernancehttps://www.boardroomalpha.com/research/turning-point-brands-ceo-change-questionshttps://www.boardroomalpha.com/research/turning-point-brands-ceo-change-questions22265Sat, 26 Sep 2026 04:30:35 GMTDavid Glazek takes over from Graham Purdy on October 1. The company has not said who will chair the board.CEO / CFO / Director Resignations & AppointmentsFeaturedGovernancehttps://www.boardroomalpha.com/research/gen-digital-say-on-pay-questionshttps://www.boardroomalpha.com/research/gen-digital-say-on-pay-questions22276Sat, 12 Sep 2026 09:00:00 GMTSupport 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 failed pay vote.Governancehttps://www.boardroomalpha.com/research/this-weeks-changes-executive-moves-july-31-2026https://www.boardroomalpha.com/research/this-weeks-changes-executive-moves-july-31-202622201Fri, 31 Jul 2026 08:35:49 GMTLeadership resets split between market darlings and governance problem children this week: 16 CEO changes, 18 CFO changes and Industrials leading with 7 CEO/CFO transitions. Carpenter Technology moved quickly after Brian Malloy’s death; Sarepta brought in Michael Severino after a 93% collapse; HPE added David Goulden as oversight at a stock back near its highs.CEO / CFO / Director Resignations & Appointmentshttps://www.boardroomalpha.com/research/mbx-upwork-sterling-frame-this-weeks-executive-churn-july-17-2026https://www.boardroomalpha.com/research/mbx-upwork-sterling-frame-this-weeks-executive-churn-july-17-202622176Fri, 17 Jul 2026 15:22:28 GMTC-suite rotation split between high performers professionalizing the bench and laggards trying to stabilize finance. The week brought 11 CEO changes and 18 CFO changes, with Healthcare the busiest CEO/CFO sector at six. MBX paired a CEO-CFO reset with a 369% one-year gain; Upwork exposed a concentrated finance fallback; Sterling showed that even a five-year rocket can carry turnover risk.CEO / CFO / Director Resignations & Appointmentshttps://www.boardroomalpha.com/research/fubotv-dropping-gandler-highlights-this-weeks-moves-july-10-2026https://www.boardroomalpha.com/research/fubotv-dropping-gandler-highlights-this-weeks-moves-july-10-202622157Fri, 10 Jul 2026 11:13:54 GMTUnderperformers made the loudest succession calls. Fubo dropped David Gandler after a 77% one-year slide, Dow handed Karen Carter a chemical franchise that has lost half its value over five years, and Sempra moved its infrastructure CEO into finance after a punishing drawdown.CEO / CFO / Director Resignations & Appointmentshttps://www.boardroomalpha.com/research/fortune-brands-names-jesse-g-singh-ceo-and-this-weeks-c-suite-recap-july-3-2026https://www.boardroomalpha.com/research/fortune-brands-names-jesse-g-singh-ceo-and-this-weeks-c-suite-recap-july-3-202622146Fri, 03 Jul 2026 07:58:53 GMTFortune Brands finally gets its CEO, Copart reset the top seat after an 81% peak-to-trough collapse, and Rush Enterprises showed that not every C-suite reset comes from distress.CEO / CFO / Director Resignations & Appointmentshttps://www.boardroomalpha.com/research/weekly-recap-jpm-succession-plus-plnt-cnta-nke-moves-june-26-2026https://www.boardroomalpha.com/research/weekly-recap-jpm-succession-plus-plnt-cnta-nke-moves-june-26-202622135Fri, 26 Jun 2026 10:40:56 GMTJP Morgan’s succession shift will dominate the dicussion, but we also saw consumer and healthcare names making moves as laggards swapped operators while biotech winners cleaned up crowded boards.CEO / CFO / Director Resignations & Appointmentshttps://www.boardroomalpha.com/research/cea-industries-agrees-to-add-three-yzi-labs-backed-directors-amid-92-stock-collapsehttps://www.boardroomalpha.com/research/cea-industries-agrees-to-add-three-yzi-labs-backed-directors-amid-92-stock-collapse22119Thu, 25 Jun 2026 10:51:58 GMTCEA Industries Inc. (BNC) and YZi Labs Management Ltd. signed a cooperation agreement on June 23, 2026, expanding the board to six directors and immediately seating three YZi Labs-backed nominees — ending YZi Labs’ active campaign against the company. The deal arrives with BNC trailing the S&P 500 by 53 points on a three-year CAGR […]Activismhttps://www.boardroomalpha.com/research/fiserv-fisv-huntsman-hun-and-innodate-inod-highlight-this-weeks-c-suite-changes-june-19-2026https://www.boardroomalpha.com/research/fiserv-fisv-huntsman-hun-and-innodate-inod-highlight-this-weeks-c-suite-changes-june-19-202622113Fri, 19 Jun 2026 11:14:04 GMTFiserv, Huntsman and Innodata reset leadership under very different conditions. FISV changed CEOs after a brutal drawdown, HUN carried merger-era governance baggage, and INOD changed finance chiefs from a position of rare market strength.CEO / CFO / Director Resignations & Appointmentshttps://www.boardroomalpha.com/research/weekly-c-suite-recap-kalv-mu-mrvl-rewire-boardrooms-june-12-2026https://www.boardroomalpha.com/research/weekly-c-suite-recap-kalv-mu-mrvl-rewire-boardrooms-june-12-202622099Fri, 12 Jun 2026 17:20:55 GMTVolatility, not raw move count, set the tone: 13 CEO changes and 20 CFO changes landed as Healthcare led C-suite turnover with seven CEO/CFO transitions. KalVista reset its boardroom after an 84% drawdown, Marvell swapped CFOs into strength, and Adobe’s CFO leaves amid crisis.CEO / CFO / Director Resignations & Appointmentshttps://www.boardroomalpha.com/research/proxy-fights-to-watch-2026https://www.boardroomalpha.com/research/proxy-fights-to-watch-202622077Mon, 08 Jun 2026 12:41:32 GMTBoardroom Alpha’s 2026 proxy-fight tracker: Pacira, Medallion, Genco and Seer head to contested votes in June and July — after CarMax, WEX and Lululemon settled with activists.Activismhttps://www.boardroomalpha.com/research/rapid7-trade-desk-penguin-shift-c-suites-this-week-june-5-2026https://www.boardroomalpha.com/research/rapid7-trade-desk-penguin-shift-c-suites-this-week-june-5-202621858Fri, 05 Jun 2026 16:21:42 GMTRallies did not buy governance calm. This week brought 17 CEO changes and 23 CFO changes, with 12 companies qualifying as bleeding C-suites after repeated top-office turnover. Rapid7, Trade Desk and Penguin carried the sharpest software resets, while FedEx, HPE and Knight-Swift showed how board churn can follow even powerful rebounds.CEO / CFO / Director Resignations & Appointmentshttps://www.boardroomalpha.com/research/peloton-pton-clorox-clx-and-six-flags-fun-lead-this-weeks-c-suite-changes-may-29-2026https://www.boardroomalpha.com/research/peloton-pton-clorox-clx-and-six-flags-fun-lead-this-weeks-c-suite-changes-may-29-202621383Fri, 29 May 2026 14:43:00 GMTC-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 added a CFO after a 98% collapse, Clorox opened a CEO search after a sharp S&P lag, while VPG and Bloom refreshed from strength rather than distress.CEO / CFO / Director Resignations & Appointmentshttps://www.boardroomalpha.com/research/ceo-pay-25-million-club-2026https://www.boardroomalpha.com/research/ceo-pay-25-million-club-202621196Fri, 29 May 2026 14:16:08 GMTBoardroom 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.FeaturedGovernancehttps://www.boardroomalpha.com/research/why-lululemon-settled-the-signals-that-pointed-to-a-deal-not-a-votehttps://www.boardroomalpha.com/research/why-lululemon-settled-the-signals-that-pointed-to-a-deal-not-a-vote21001Wed, 27 May 2026 13:25:21 GMTChip 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.Activismhttps://www.boardroomalpha.com/research/2026-proxy-season-voting-scorecardhttps://www.boardroomalpha.com/research/2026-proxy-season-voting-scorecard20277Sat, 23 May 2026 09:06:17 GMTThrough 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 mega-cap shareholder proposals at sub-3% support. Plus: AI proposals filed at Alphabet, Meta, Walmart, and IBM; the split verdict on special-meeting rights; the activist-vote scorecard from four 2026 director-slate contests.ActivismCEO / CFO / Director Resignations & AppointmentsGovernancehttps://www.boardroomalpha.com/research/weekly-recap-mo-ohi-wen-rewire-the-c-suite-may-22-2026https://www.boardroomalpha.com/research/weekly-recap-mo-ohi-wen-rewire-the-c-suite-may-22-202620197Fri, 22 May 2026 16:50:41 GMTSuccession 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 change, Omega Healthcare reset three senior finance and operating seats, and Wendy’s went back to the CEO market for the third time in three years.CEO / CFO / Director Resignations & Appointmentshttps://www.boardroomalpha.com/research/hf-sinclair-and-pagerduty-drive-this-weeks-c-suite-shake-up-may-15-2026https://www.boardroomalpha.com/research/hf-sinclair-and-pagerduty-drive-this-weeks-c-suite-shake-up-may-15-202619510Fri, 15 May 2026 11:41:20 GMTHF 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.CEO / CFO / Director Resignations & Appointmentshttps://www.boardroomalpha.com/research/viasat-agrees-to-add-two-carronade-backed-directorshttps://www.boardroomalpha.com/research/viasat-agrees-to-add-two-carronade-backed-directors19356Thu, 07 May 2026 13:36:24 GMTViasat 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 trails the S&P 500 by 6 points on a five-year CAGR basis. Carronade, holding a 3.8% stake, secures two independent board seats.Activismhttps://www.boardroomalpha.com/research/impactive-capital-secures-full-three-seat-slate-at-wexhttps://www.boardroomalpha.com/research/impactive-capital-secures-full-three-seat-slate-at-wex19329Tue, 05 May 2026 07:08:39 GMTImpactive 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 underperformance, trailing the S&P 500 by 24 points on a three-year CAGR basis.Activismhttps://www.boardroomalpha.com/research/beretta-holding-gains-two-seats-at-sturm-ruger-after-proxy-fighthttps://www.boardroomalpha.com/research/beretta-holding-gains-two-seats-at-sturm-ruger-after-proxy-fight19312Mon, 04 May 2026 16:55:41 GMTSturm, 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 Meeting. This move follows Beretta’s campaign for boardroom change, highlighting governance and performance issues.Activismhttps://www.boardroomalpha.com/research/weekly-boardroom-executive-moves-may-1-2026https://www.boardroomalpha.com/research/weekly-boardroom-executive-moves-may-1-202619276Fri, 01 May 2026 16:10:27 GMTThis week, significant leadership changes occurred across several companies facing financial difficulties. Abbott Laboratories (ABT) and Agilon Health Inc (AGL) appointed new board members and executives amidst high activist risks and declining TSRs. Accuray Inc (ARAY) and ALT5 Sigma Corp (ALTS) also saw key executive departures and appointments as they navigate substantial TSR declines. These shifts highlight the ongoing challenges and strategic redirections needed to stabilize operations and…CEO / CFO / Director Resignations & AppointmentsGeneralhttps://www.boardroomalpha.com/research/appaloosa-unloads-on-whirlpoolhttps://www.boardroomalpha.com/research/appaloosa-unloads-on-whirlpool19026Wed, 04 Mar 2026 09:56:12 GMTIn a blistering letter, Appaloosa Management’s David Tepper accused Whirlpool (NYSE: WHR) of “destroying hundreds of millions of dollars of shareholder value” through a dilutive recapitalization strategy that he claims prioritizes management’s job security over investor returns. Will Tepper’s push be successful or will shareholders continue to suffer?ActivismGovernancehttps://www.boardroomalpha.com/research/beretta-seeks-boardroom-overhaul-at-sturm-ruger-cohttps://www.boardroomalpha.com/research/beretta-seeks-boardroom-overhaul-at-sturm-ruger-co18974Thu, 26 Feb 2026 17:50:39 GMTBeretta Holding S.A. moves for board control at Sturm, Ruger & Co. (RGR), citing underperformance and a board that is only out for themselves.ActivismGovernance