https://www.boardroomalpha.com/research?category=governanceGovernance research from Boardroom Alpha.en-usThu, 08 Oct 2026 11:07:36 GMThttps://www.boardroomalpha.com/research/restaurant-sector-review-2026-10https://www.boardroomalpha.com/research/restaurant-sector-review-2026-1022317Thu, 08 Oct 2026 11:07:36 GMTBoards paid to keep their CEOs. Shareholders judged the terms.ActivismFeaturedGovernancehttps://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/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/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/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 & AppointmentsGovernance