https://www.boardroomalpha.com/research?category=activismActivism research from Boardroom Alpha.en-usWed, 27 May 2026 13:25:21 GMThttps://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.ActivismFeaturedhttps://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 & AppointmentsFeaturedGovernancehttps://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/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.ActivismGovernancehttps://www.boardroomalpha.com/research/penn-hg-vora-settlementhttps://www.boardroomalpha.com/research/penn-hg-vora-settlement18957Thu, 26 Feb 2026 09:41:28 GMTAfter a 2025 proxy battle that moved from the ballot box to the federal courtroom, PENN Entertainment has finally blinked. By expanding its board to 11 seats and appointing three HG Vora-backed directors, PENN has traded immediate board influence for a tactical peace. But is this a strategic refresh or a “boardroom receivership” meant to audit the company’s struggling digital pivot? We go behind the 8-K to break down the winners, the losers, and the “ransom” paid to end…ActivismGovernancehttps://www.boardroomalpha.com/research/anson-funds-clear-channel-outdoor-sps-commercehttps://www.boardroomalpha.com/research/anson-funds-clear-channel-outdoor-sps-commerce18899Wed, 25 Feb 2026 12:56:43 GMTIn only a few short years Anson Funds has established a track record of successful outcomes. The Clear Channel Outdoor sale and SPS Commerce deals add further proof.ActivismGovernancehttps://www.boardroomalpha.com/research/weekly-boardroom-executive-moves-november-28-2025https://www.boardroomalpha.com/research/weekly-boardroom-executive-moves-november-28-202518765Fri, 28 Nov 2025 09:10:50 GMTCEO turmoil at Children’s Place & Six Flags amid massive losses. See key executive and board changes at Dell, Keurig Dr Pepper, and more this week.ActivismCEO / CFO / Director Resignations & AppointmentsGovernancehttps://www.boardroomalpha.com/research/weekly-boardroom-executive-moves-november-21-2025https://www.boardroomalpha.com/research/weekly-boardroom-executive-moves-november-21-202518760Fri, 21 Nov 2025 17:47:38 GMTKey leadership changes this week: Citi names Gonzalo Luchetti CFO, Xerox appoints Chuck Butler CFO amid losses, and Irenic gets a board seat at Aktore.ActivismCEO / CFO / Director Resignations & AppointmentsGovernancehttps://www.boardroomalpha.com/research/weekly-boardroom-executive-moves-november-7-2025https://www.boardroomalpha.com/research/weekly-boardroom-executive-moves-november-7-202518748Fri, 07 Nov 2025 18:21:28 GMTCarMax CEO William Nash exits after -58% TSR; 1-800-FLOWERS, DENTSPLY, Kenvue, and HighPeak make key leadership changes amid pressure.ActivismCEO / CFO / Director Resignations & AppointmentsGovernancehttps://www.boardroomalpha.com/research/elon-musk-vs-proxy-advisers-control-complexity-and-the-corporate-governance-clashhttps://www.boardroomalpha.com/research/elon-musk-vs-proxy-advisers-control-complexity-and-the-corporate-governance-clash18739Mon, 03 Nov 2025 10:28:30 GMTTesla and Elon Musk’s fight with proxy advisors ISS and Glass Lewis has become a flashpoint in the broader battle over who really controls corporate governance. The All-In Podcast crew is the latest to join the chorus of critics.ActivismGovernancehttps://www.boardroomalpha.com/research/weekly-boardroom-executive-moves-october-24-31-2025https://www.boardroomalpha.com/research/weekly-boardroom-executive-moves-october-24-31-202518737Fri, 31 Oct 2025 15:22:02 GMTOrganon CEO Kevin Ali exits amid losses; FISERV, NXP, and Murphy USA announce major leadership changes. See this week’s key board and executive moves.ActivismCEO / CFO / Director Resignations & AppointmentsGovernancehttps://www.boardroomalpha.com/research/executive-moves-update-october-24-2025https://www.boardroomalpha.com/research/executive-moves-update-october-24-202518728Fri, 24 Oct 2025 12:44:09 GMTBaxter COO Heather Knight exits amid losses; Textron names Lisa Atherton CEO; Citi elevates Jane Fraser to Chair. See this week’s top boardroom moves.ActivismCEO / CFO / Director Resignations & AppointmentsGovernancehttps://www.boardroomalpha.com/research/boardroom-alpha-nov-2025-proxy-previewhttps://www.boardroomalpha.com/research/boardroom-alpha-nov-2025-proxy-preview18717Mon, 20 Oct 2025 11:45:14 GMTNovember’s shareholder votes spotlight AI-fueled winners and activist targets. See which boards earn support—and which face “against” votes—based on Boardroom Alpha’s data-driven Vote Guidance Engine.ActivismGovernancehttps://www.boardroomalpha.com/research/executive-moves-update-october-17-2025https://www.boardroomalpha.com/research/executive-moves-update-october-17-202518715Fri, 17 Oct 2025 13:58:38 GMTThis week’s transitions include CEO changes at Verizon, LendingTree, and Kemper, plus CFO shifts at Becton Dickinson, Ameren, Ardelyx, and Starboard placing Peter Feld at Bill.ActivismCEO / CFO / Director Resignations & AppointmentsGovernancehttps://www.boardroomalpha.com/research/executive-moves-update-october-10-2025https://www.boardroomalpha.com/research/executive-moves-update-october-10-202518687Fri, 10 Oct 2025 10:02:13 GMTCore Natural Resources, Acadia Healthcare, and Campbell’s replace top leaders amid performance struggles, while Diebold Nixdorf, IDEXX, and Dycom strengthen leadership following strong results.ActivismCEO / CFO / Director Resignations & AppointmentsGovernancehttps://www.boardroomalpha.com/research/executive-moves-update-october-3-2025https://www.boardroomalpha.com/research/executive-moves-update-october-3-202518675Fri, 03 Oct 2025 14:14:15 GMTAllstate names Mario Rizzo COO; Avery Dennison appoints Francisco Melo; GE adds Wesley Bush. See this week’s key executive and board changes.ActivismCEO / CFO / Director Resignations & AppointmentsGovernancehttps://www.boardroomalpha.com/research/fedex-2025-annual-meeting-a-company-sleepwalking-toward-another-activist-campaignhttps://www.boardroomalpha.com/research/fedex-2025-annual-meeting-a-company-sleepwalking-toward-another-activist-campaign18673Fri, 03 Oct 2025 11:47:18 GMTFedEx (FDX) shareholders send mixed signals while the firm could again become the target of activist investors. Will a say-on-pay vote failure, low support for new director Smith, and support for Chevedden be a wake up call?ActivismGovernancehttps://www.boardroomalpha.com/research/september-2025-proxy-votes-where-patience-should-be-running-outhttps://www.boardroomalpha.com/research/september-2025-proxy-votes-where-patience-should-be-running-out18670Wed, 01 Oct 2025 13:46:51 GMTSeptember 2025 proxy voting results: Which company boards earned shareholder support and which faced rejection? Analysis of director elections, say-on-pay votes, and governance issues at major corporations.ActivismGovernancehttps://www.boardroomalpha.com/research/anson-funds-and-clear-channel-outdoor-a-potential-proxy-fighthttps://www.boardroomalpha.com/research/anson-funds-and-clear-channel-outdoor-a-potential-proxy-fight18659Mon, 29 Sep 2025 08:00:08 GMTWho would win a proxy showdown at Clear Channel? Anson Funds is pushing for a sale—get the analysis and implications for investors.ActivismGovernancehttps://www.boardroomalpha.com/research/which-directors-deserve-your-vote-october-shareholder-meeting-insights-from-boardroom-alphahttps://www.boardroomalpha.com/research/which-directors-deserve-your-vote-october-shareholder-meeting-insights-from-boardroom-alpha18655Thu, 25 Sep 2025 11:04:22 GMTOctober shareholder meetings are here. See which directors to support, monitor CEO transitions, and assess activist risk with Boardroom Alpha insights.ActivismGovernancehttps://www.boardroomalpha.com/research/executive-moves-update-september-19-2025https://www.boardroomalpha.com/research/executive-moves-update-september-19-202518647Fri, 19 Sep 2025 09:50:36 GMTStruggling Crown Castle names Christian Hillabrant CEO, Dexcom appoints interim leaders, Canopy Growth installs CFO amid losses, Bank of America strengthens leadership team. See this week’s key executive moves.ActivismCEO / CFO / Director Resignations & AppointmentsGovernancehttps://www.boardroomalpha.com/research/executive-moves-update-september-12-2025https://www.boardroomalpha.com/research/executive-moves-update-september-12-202518627Fri, 12 Sep 2025 17:10:09 GMTNotable executive changes this week: Sarah Noonberg at AbCellera, Joshua Reed at Alkermes, Kenneth Duda at Arista, and CEO transition at CF Industries.ActivismCEO / CFO / Director Resignations & AppointmentsGovernancehttps://www.boardroomalpha.com/research/director-support-say-on-pay-september-2025-shareholder-votes-to-datehttps://www.boardroomalpha.com/research/director-support-say-on-pay-september-2025-shareholder-votes-to-date18626Fri, 12 Sep 2025 12:51:26 GMTSeptember 2025 shareholder votes to date: Nike board protected by unequal share class voting power; Under Armour should be feeling more heat; and more.ActivismGovernancehttps://www.boardroomalpha.com/research/executive-moves-update-september-5-2025https://www.boardroomalpha.com/research/executive-moves-update-september-5-202518615Fri, 05 Sep 2025 13:26:57 GMTWeekly U.S. executive changes: Todd Morgenfeld (Axon), Balazs Fejes (EPAM), Mike Rosenbaum (DocuSign), and others in key leadership roles and governance shifts.ActivismCEO / CFO / Director Resignations & AppointmentsGovernancehttps://www.boardroomalpha.com/research/which-directors-deserve-your-vote-september-shareholder-meeting-insights-from-boardroom-alphahttps://www.boardroomalpha.com/research/which-directors-deserve-your-vote-september-shareholder-meeting-insights-from-boardroom-alpha18598Tue, 02 Sep 2025 11:57:06 GMTInvestor guide to September shareholder meetings: Boardroom Alpha’s Voting Guidance Engine shows which directors at PepsiCo, Gen Digital, and Honeywell deserve support—and where underperformance and governance red flags warrant ‘against’ votes.ActivismGovernancehttps://www.boardroomalpha.com/research/elliott-pushes-for-change-at-pepsico-and-why-boardroom-alpha-agreeshttps://www.boardroomalpha.com/research/elliott-pushes-for-change-at-pepsico-and-why-boardroom-alpha-agrees18603Tue, 02 Sep 2025 09:02:23 GMTElliott takes a $4B stake in PepsiCo, pushing for change. Boardroom Alpha analysis shows lagging TSR, governance red flags, insider selling, and weak board ratings. Our vote guidance calls for multiple ‘AGAINST’ votes, echoing Elliott’s recent wins at HPE, Honeywell, and Phillips 66.ActivismGovernancehttps://www.boardroomalpha.com/research/executive-moves-update-august-29-2025https://www.boardroomalpha.com/research/executive-moves-update-august-29-202518599Fri, 29 Aug 2025 18:23:30 GMTThis week’s executive moves include Philip Carter at AMD, Jamie McConnell at Chipotle, and Martin Patterson at Liberty Broadband, among others.ActivismCEO / CFO / Director Resignations & AppointmentsGovernance