https://www.boardroomalpha.com/research?category=featuredFeatured research from Boardroom Alpha.en-usThu, 25 Jun 2026 10:51:58 GMThttps://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 […]ActivismFeaturedhttps://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.ActivismFeaturedhttps://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.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/2024-say-on-pay-votes-25-companies-where-shareholders-are-unhappyhttps://www.boardroomalpha.com/research/2024-say-on-pay-votes-25-companies-where-shareholders-are-unhappy16909Wed, 17 Apr 2024 10:03:36 GMTAn early look at 2024 Say-On-Pay votes. 25 companies and their compensation consultants leave shareholders wanting better.ActivismFeaturedGeneralhttps://www.boardroomalpha.com/research/weekly-activism-executive-moves-review-april-5https://www.boardroomalpha.com/research/weekly-activism-executive-moves-review-april-516883Fri, 05 Apr 2024 19:40:37 GMTDisney and Iger win against Trian, Peltz, and Blackwell’s. ELAN / Ancora, MRC / Engine Capital, TWLO / Sachem Cooperation Agreements. 4 Co-CEOs Leave.ActivismCEO / CFO / Director Resignations & AppointmentsFeaturedhttps://www.boardroomalpha.com/research/this-weeks-votes-disney-dis-proxy-contest-plus-carnival-corp-ccl-fuelcell-energy-fcelhttps://www.boardroomalpha.com/research/this-weeks-votes-disney-dis-proxy-contest-plus-carnival-corp-ccl-fuelcell-energy-fcel16865Wed, 03 Apr 2024 09:00:16 GMTThe Disney (DIS) proxy contest finally comes to conclusion today plus we see little to suggest shareholders should support the Carnival Corp (CCL) board at Friday’s shareholder meeting.ActivismFeaturedGeneralhttps://www.boardroomalpha.com/research/weekly-activism-executive-moves-review-mar-29https://www.boardroomalpha.com/research/weekly-activism-executive-moves-review-mar-2916851Fri, 29 Mar 2024 14:23:42 GMTBoeing CEO Dave Calhoun is stepping down, but not until the end of the year. We think the whole board should be up for replacement. Plus PW Partners is in at BJs Restaraunts and Buxton Helmsley is in at Fossil Group.ActivismCEO / CFO / Director Resignations & AppointmentsFeaturedhttps://www.boardroomalpha.com/research/shareholders-vote-their-director-discontent-voting-through-march-so-farhttps://www.boardroomalpha.com/research/shareholders-vote-their-director-discontent-voting-through-march-so-far16800Wed, 27 Mar 2024 09:55:10 GMTShareholders are sending these companies and directors a message in 2024. See the list of companies and directors where directors lack support.ActivismFeaturedGovernancehttps://www.boardroomalpha.com/research/weekly-activism-executive-moves-review-mar-22https://www.boardroomalpha.com/research/weekly-activism-executive-moves-review-mar-2216827Sat, 23 Mar 2024 10:03:31 GMTShake Shack (SHAK) steals Papa John’s (PZZA) CEO Robert Lynch. Peliminary contested proxies filed for Blackwell’s vs Braemar Hotels & Resorts (BHR), Engine Capital vs MRC Global, and Erez vs Whitestone REIT (WSR).ActivismCEO / CFO / Director Resignations & AppointmentsFeaturedhttps://www.boardroomalpha.com/research/weekly-activism-executive-moves-review-mar-15https://www.boardroomalpha.com/research/weekly-activism-executive-moves-review-mar-1516790Sat, 16 Mar 2024 17:40:09 GMTStarbucks wins. Rubric Capital v Xperi to heat up. Radoff in at BOOM. Thirdpoint/Saddlepoint in at AAP. 3M (MMM) gets a new CEO. Plank back at Under Armour.ActivismCEO / CFO / Director Resignations & AppointmentsFeaturedhttps://www.boardroomalpha.com/research/weekly-activism-executive-moves-review-mar-2-8https://www.boardroomalpha.com/research/weekly-activism-executive-moves-review-mar-2-816737Mon, 11 Mar 2024 09:56:04 GMTNew cooperation agreements at Barnes Group (Irenic), Chef’s Warehouse (Legion), and Ventas (Land & Buildings). Arkhouse/Brigade raise their bid for Macy’s. Weekly CEO/CFO Moves.ActivismCEO / CFO / Director Resignations & AppointmentsFeaturedhttps://www.boardroomalpha.com/research/2024-activist-cooperation-agreements-through-februaryhttps://www.boardroomalpha.com/research/2024-activist-cooperation-agreements-through-february16739Mon, 04 Mar 2024 16:36:53 GMTFund 1 Investments in at Citi Trends and BJs Restaraunts. Icahn in at JetBlue and American Electric Power. Plus deals with Ancroa, Engaged, Radoff, Hestia and more.ActivismFeaturedhttps://www.boardroomalpha.com/research/weekly-activism-executive-moves-review-feb-26-mar-1https://www.boardroomalpha.com/research/weekly-activism-executive-moves-review-feb-26-mar-116720Mon, 04 Mar 2024 08:28:12 GMTCooperation agreements at Independence Realty, Citi Trends (Fund 1), BJs (Fund 1) and On 24. Petrus goes after Criteo. Updates on DIsney, Norfolk, Wyndham, Starbucks, and Elanco. Weekly CEO/CFO Moves.ActivismCEO / CFO / Director Resignations & AppointmentsFeaturedhttps://www.boardroomalpha.com/research/weekly-activism-executive-moves-2024-feb-23https://www.boardroomalpha.com/research/weekly-activism-executive-moves-2024-feb-2316653Fri, 23 Feb 2024 19:14:56 GMTLatest Disney & Starbucks Proxy Fight Filings. Icahn into JetBlue and American Electric Power. Engaged Capital into Nevro. Latest 13Ds and CEO / CFO moves.ActivismCEO / CFO / Director Resignations & AppointmentsFeaturedhttps://www.boardroomalpha.com/research/faq-activist-cooperation-agreementshttps://www.boardroomalpha.com/research/faq-activist-cooperation-agreements16572Wed, 07 Feb 2024 11:49:07 GMTFAQ on Activist Cooperation Agreements. What they are, why they matter, and examples. Also, links to additional resources on cooperation agreements.ActivismFAQFeaturedhttps://www.boardroomalpha.com/research/activist-cooperation-agreements-2023https://www.boardroomalpha.com/research/activist-cooperation-agreements-202316408Fri, 22 Dec 2023 16:10:26 GMTA look at Activist cooperation agreements in 2023, the companies in focus, and stock price performance since the cooperation agreement was announced.ActivismFeaturedhttps://www.boardroomalpha.com/research/weekly-executive-director-moves-oct-13https://www.boardroomalpha.com/research/weekly-executive-director-moves-oct-1316223Fri, 13 Oct 2023 16:35:07 GMTBoardroom Alpha’s Executive Moves recaps all of this week’s director, CEO and CFO joins and departures for US companies.CEO / CFO / Director Resignations & AppointmentsFeaturedhttps://www.boardroomalpha.com/research/weekly-executive-director-moves-oct-06https://www.boardroomalpha.com/research/weekly-executive-director-moves-oct-0616203Fri, 06 Oct 2023 15:02:55 GMTBoardroom Alpha’s Executive Moves recaps all of this week’s director, CEO and CFO joins and departures for US companies.CEO / CFO / Director Resignations & AppointmentsFeaturedhttps://www.boardroomalpha.com/research/weekly-executive-director-moves-sep-29https://www.boardroomalpha.com/research/weekly-executive-director-moves-sep-2916181Fri, 29 Sep 2023 13:02:20 GMTBoardroom Alpha’s Executive Moves recaps all of this week’s director, CEO and CFO joins and departures for US companies.CEO / CFO / Director Resignations & AppointmentsFeaturedhttps://www.boardroomalpha.com/research/weekly-executive-director-moves-sep-22https://www.boardroomalpha.com/research/weekly-executive-director-moves-sep-2216164Fri, 22 Sep 2023 14:36:59 GMTBoardroom Alpha’s Executive Moves recaps all of this week’s director, CEO and CFO joins and departures for US companies.CEO / CFO / Director Resignations & AppointmentsFeaturedhttps://www.boardroomalpha.com/research/weekly-executive-director-moves-sep-15https://www.boardroomalpha.com/research/weekly-executive-director-moves-sep-1516141Fri, 15 Sep 2023 14:54:12 GMTBoardroom Alpha’s Executive Moves recaps all of this week’s director, CEO and CFO joins and departures for US companies.CEO / CFO / Director Resignations & AppointmentsFeaturedhttps://www.boardroomalpha.com/research/weekly-executive-director-moves-sep-1https://www.boardroomalpha.com/research/weekly-executive-director-moves-sep-116105Fri, 01 Sep 2023 14:16:39 GMTBoardroom Alpha’s Executive Moves recaps all of this week’s director, CEO and CFO joins and departures for US companies.CEO / CFO / Director Resignations & AppointmentsFeaturedhttps://www.boardroomalpha.com/research/weekly-executive-director-moves-aug-25https://www.boardroomalpha.com/research/weekly-executive-director-moves-aug-2516081Fri, 25 Aug 2023 15:40:00 GMTBoardroom Alpha’s Executive Moves recaps all of this week’s director, CEO and CFO joins and departures for US companies.CEO / CFO / Director Resignations & AppointmentsFeaturedhttps://www.boardroomalpha.com/research/weekly-executive-director-moves-aug-11https://www.boardroomalpha.com/research/weekly-executive-director-moves-aug-1116034Fri, 11 Aug 2023 15:32:56 GMTBoardroom Alpha’s Executive Moves recaps all of this week’s director, CEO and CFO joins and departures for US companies.CEO / CFO / Director Resignations & AppointmentsFeaturedhttps://www.boardroomalpha.com/research/weekly-executive-director-moves-aug-4https://www.boardroomalpha.com/research/weekly-executive-director-moves-aug-416012Fri, 04 Aug 2023 14:29:10 GMTBoardroom Alpha’s Executive Moves recaps all of this week’s director, CEO and CFO joins and departures for US companies.CEO / CFO / Director Resignations & AppointmentsFeaturedhttps://www.boardroomalpha.com/research/weekly-executive-director-moves-july-28https://www.boardroomalpha.com/research/weekly-executive-director-moves-july-2815990Thu, 27 Jul 2023 22:15:02 GMTBoardroom Alpha’s Executive Moves recaps all of this week’s director, CEO and CFO joins and departures for US companies.CEO / CFO / Director Resignations & AppointmentsFeaturedhttps://www.boardroomalpha.com/research/weekly-executive-director-moves-july-21https://www.boardroomalpha.com/research/weekly-executive-director-moves-july-2115970Fri, 21 Jul 2023 12:43:53 GMTBoardroom Alpha’s Executive Moves recaps all of this week’s director, CEO and CFO joins and departures for US companies.CEO / CFO / Director Resignations & AppointmentsFeaturedhttps://www.boardroomalpha.com/research/weekly-executive-director-moves-july-14https://www.boardroomalpha.com/research/weekly-executive-director-moves-july-1415945Fri, 14 Jul 2023 14:48:10 GMTBoardroom Alpha’s Executive Moves recaps all of this week’s director, CEO and CFO joins and departures for US companies.CEO / CFO / Director Resignations & AppointmentsFeatured