Activity Pulse — CEO/CFO & Board Transitions
Counts of role transitions across all tracked public companies. YoY compares the trailing 12 months against the 12 months before that.
| Role | This Week | MTD | Last 12 Mo. | Prior 12 Mo. | YoY |
|---|---|---|---|---|---|
| CEO transitions | 8 | 32 | 484 | 460 | +5.2% |
| CFO transitions | 14 | 35 | 706 | 734 | -3.8% |
| Director adds | 29 | 141 | 2,728 | 2,736 | -0.3% |
| Director exits | 80 | 264 | 2,898 | 2,876 | +0.8% |
Collapsed Spreads Force C-Suite Rewrites
Payments: A CEO Swap After Collapse
Fiserv (FISV) replaced Michael P. Lyons with Takis Georgakopoulos, JPMorgan Chase’s former global head of payments. The stock collapsed 80% from its Feb. 24, 2025 peak, is down 70% over the past year while the S&P gained 25%, and now carries HIGH activist risk with 2 CEOs in 3y and 10 director exits in 5y.
FISERV INC (FISV)Technology
$26.6B · 1Y TSR -70.3% · board C- · activist HIGH
5Y max drawdown: 79.7% (peak 2025-02-24 → trough 2026-06-15)
Two people moves disclosed: Michael P. Lyons resigned as CEO and Director, while Takis Georgakopoulos was appointed as CEO and Director.
Chemicals: Merger Bench Carries Governance Debt
Huntsman (HUN) kept Kenneth Lane as CEO and moved Peter Huntsman to non-executive chair as Phil Lister takes finance in the combined company with Olin. Shares have lost 55% over five years and collapsed 80% from their Feb. 14, 2022 peak; the board is rated D and the company screens as HIGH activist risk.
HUNTSMAN CORP (HUN)Basic Materials
$2.3B · 1Y TSR +20.8% · board D · activist HIGH
5Y max drawdown: 80.3% (peak 2022-02-14 → trough 2025-10-06)
Kenneth Lane will continue as CEO, Peter Huntsman joins as non-executive Chair, Phil Lister becomes CFO, and Todd Slater transitions to Chief Integration Officer in the Combined Company.
Olin (OLN) inherits the same leadership slate on the other side of the chemicals combination. That is hardly a clean sheet: Olin has logged 8 director exits in 5y, trails the S&P badly over three and five years, and also screens as HIGH activist risk.
AI Data: Finance Change From Strength
Innodata (INOD) tapped Jayant Chauhan as CFO and moved Marissa Espineli, interim CFO since 2022, to chief accounting officer. The stock survived a 73% collapse from its Oct. 25, 2021 peak and still returned 1,132% over five years; this reads like capacity building, not a fire drill.
INNODATA INC (INOD)Technology
$3.5B · 1Y TSR +106.1% · board A- · activist LOW
5Y max drawdown: 73.0% (peak 2021-10-25 → trough 2022-09-19)
Mr. Jayant Chauhan has been appointed as Executive Vice President and Chief Financial Officer effective July 6, 2026, and Ms. Marissa Espineli will transition to Chief Accounting Officer on the same date.
Healthcare: CFO Churn Where Spreads Hurt
Healthcare led the C-suite tape with 7 CEO/CFO transitions. CONMED (CNMD) hired John E. Gallagher as CFO into a company down 37% over the past year while the S&P gained 25%, with 2 CFOs in 3y and six director exits over five.
Role Moves To Watch
CEO Transitions
- F&G Annuities & Life (FG) elevated Conor Murphy and added Michael Bailey as CFO, but 3 CFOs in 3y keeps finance credibility unsettled.
- Xometry (XMTR) tapped Sanjeev Singh Sahni as CEO while Randolph Altschuler became executive chair after a 184% one-year stock surge.
- CME Group (CME) moved Terrence Duffy to executive chair and Lynne FitzPatrick to CEO despite a 32-year longest director tenure.
CFO Transitions
- Philip Morris (PM) named Massimo Andolina CFO, replacing Emmanuel Babeau, whose CFO tenure carried an A grade over six years.
- Newmont (NEM) appointed Brian Tabolt CFO in a broader operating reset, with shares up 80% over the past year.
- Progressive (PGR) promoted Andrew J. Quigg to CFO as Personal Lines leadership turned over, even with 30-year board tenure at the top.
Board / Director Changes
- Frontier Group (ULCC) swapped Andrew Broderick for Barron Steele on the board; shares jumped 114% but governance still rates D.
- BrightSpring (BTSG) added Dr. Nigam Shah as director from a position of strength, with the stock up 196% in one year.
- Arrowhead Pharmaceuticals (ARWR) added Dr. Matt Cohen to a board whose longest-serving director has already logged 19 years.
Sector Turnover Rates — Where the Churn Concentrates
Share of each sector’s public companies that saw a CEO or CFO transition in the window. Cells colored on each column’s actual min-max spread — darker = more activity, not better or worse. (Industry-typical CEO turnover runs ~10–15% annually; a low rate may indicate stability or stagnation.)
| Sector | # Co. | CEO · 30D | CEO · 1Y | CFO · 30D | CFO · 1Y |
|---|---|---|---|---|---|
| Consumer Defensive | 155 | 5.2% | 24.5% | 3.9% | 24.5% |
| Energy | 130 | 1.5% | 20.0% | 0.8% | 23.1% |
| Basic Materials | 170 | 2.4% | 17.6% | 4.7% | 22.4% |
| Consumer Cyclical | 361 | 3.0% | 15.2% | 3.6% | 23.8% |
| Technology | 484 | 1.9% | 14.9% | 3.1% | 21.9% |
| Healthcare | 787 | 2.7% | 14.9% | 2.7% | 21.1% |
| Industrials | 418 | 2.4% | 14.4% | 2.6% | 21.3% |
| Communication Services | 129 | 0.8% | 13.2% | 1.6% | 15.5% |
| Financial Services | 553 | 3.1% | 12.7% | 1.6% | 13.4% |
| Real Estate | 223 | 0.9% | 9.9% | 2.7% | 15.2% |
Beyond the headline
Winners Also Rotated Seats
Not every move was a distress flare: outperformers used the tape to refresh roles from strength, with board or executive changes after big one-year gains (Newmont, Xometry, BrightSpring).
Basic Materials— 6 companies
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$2.3B · +20.8% 1Y · Board D · HIGH activist risk
Kenneth Lane will continue as CEO, Peter Huntsman joins as non-executive Chair, Phil Lister becomes CFO, and Todd Slater transitions to Chief Integration Officer in the Combined Company.(view source)
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$115.8B · +80.1% 1Y · Board B+ · LOW activist risk
Multiple executive appointments have been made at Newmont Corporation, effective July 1, 2026, including Mark Rodgers as COO, Brian Tabolt as CFO, David Thornton as CTO, and Joshua Cage as Chief Accounting Officer.(view source)
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$2.7B · +17.1% 1Y · Board C- · HIGH activist risk
Kenneth Lane will serve as CEO, Peter Huntsman will be non-executive Chair, Phil Lister will be CFO, and Todd Slater will serve as Chief Integration Officer in the Combined Company as per the Merger Agreement effective at the Conversion Time.(view source)
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$75.4B · +26.7% 1Y · Board A · LOW activist risk
On June 16, 2026, Mr. W. Anthony Will was appointed as a non-management Director of CRH plc, effective July 1, 2026.(view source)
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$6.7B · +5.1% 1Y · Board C+ · LOW activist risk
On June 11, 2026, Armstrong World Industries held its Annual Meeting where all nine nominees were elected to the Board of Directors, and various committee appointments were made.(view source)
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$3.3B · +5.8% 1Y · Board B+ · LOW activist risk
Yanhong Dai has been appointed as the principal accounting officer of the Company effective June 18, 2026.(view source)
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Technology— 11 companies
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$26.6B · -70.3% 1Y · Board C- · HIGH activist risk
Two people moves disclosed: Michael P. Lyons resigned as CEO and Director, while Takis Georgakopoulos was appointed as CEO and Director.(view source)
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$3.5B · +106.1% 1Y · Board A- · LOW activist risk
Mr. Jayant Chauhan has been appointed as Executive Vice President and Chief Financial Officer effective July 6, 2026, and Ms. Marissa Espineli will transition to Chief Accounting Officer on the same date.(view source)
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$20.4B · -50.9% 1Y · Board D · HIGH activist risk
On June 16, 2026, Caroline Tsai will step down as Chief Legal & Corporate Affairs Officer and Corporate Secretary, and Chip Keller will transition to Chief Legal Officer and Corporate Secretary.(view source)
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$9.9B · +89.9% 1Y · Board B- · LOW activist risk
On June 17, 2026, Brian C. White was elected to the Board of Directors as a Class III Director of Allegro MicroSystems, Inc.(view source)
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$1.6B · -57.4% 1Y · Board D · HIGH activist risk
Jim H. Snabe is taking a leave of absence from the Board of Directors and as special advisor to the CEO, effective June 11, 2026.(view source)
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$861.8M · -61.3% 1Y · Board C- · HIGH activist risk
Mark A. Frantz, Carol J. Lindstrom, and Arshad Matin were elected as directors, while Jonathan S. Holman exited the board as a director.(view source)
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$8.0B · -41.9% 1Y · Board D · HIGH activist risk
Nabil Hamade is resigning from the board of directors of SailPoint, effective June 12, 2026, and Collin Gallagher has been appointed to fill the vacancy as a Class III director, effective the same date.(view source)
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$1.6B · +71.6% 1Y · Board C · LOW activist risk
Neven Haltmayer has resigned as Senior Vice President and General Manager, Video Business, effective June 16, 2026, after 20 years with the company.(view source)
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$6.6B · +43.7% 1Y · Board B- · HIGH activist risk
Shanker Trivedi was appointed as a Director of Enphase Energy, Inc. effective June 11, 2026, filling a newly created vacancy on the Board.(view source)
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$3.4B · -23.9% 1Y · Board C- · HIGH activist risk
Ken Moss and Mary Kay Bowman are exiting their roles, effective June 30, 2026, and will continue in advisory roles until June 30, 2027.(view source)
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$550.7M · +3.0% 1Y · Board C- · ELEVATED activist risk
Lyndsey Crennen has been appointed as the Chief Accounting Officer of Mesa Laboratories, effective upon her entry into an Employment Agreement.(view source)
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Healthcare— 19 companies
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$12.4B · +196.0% 1Y · Board A+ · LOW activist risk
On June 11, 2026, Dr. Nigam H. Shah was appointed as a Class III director of the Board of BrightSpring Health Services, Inc.(view source)
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$1.0B · -37.2% 1Y · Board C- · HIGH activist risk
John E. Gallagher is appointed Chief Financial Officer effective July 15, 2026, transitioning from Certara, Inc.(view source)
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$10.8B · +423.8% 1Y · Board B- · LOW activist risk
Dr. Matt Cohen was appointed as a director of Arrowhead Pharmaceuticals, effective June 12, 2026.(view source)
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$1.6B · +451.4% 1Y · Board A · LOW activist risk
Three individuals, George M. Jenkins, Todd C. Davis, and John Doux, M.D., were elected as Class III directors at Palvella Therapeutics, Inc. during the Annual Meeting.(view source)
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$5.0B · +282.7% 1Y · Board B- · LOW activist risk
William Rote is retiring as Chief Research Officer effective February 17, 2027, and Jula Inrig will transition to Executive Vice President, Head of Research & Development, and Chief Medical Officer effective July 1, 2026.(view source)
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$148.4B · +13.0% 1Y · Board C- · HIGH activist risk
On June 16, 2026, Dave Denton announced he will step down as CFO effective August 15, 2026, and Cecile Guegan will serve as Interim CFO effective August 16, 2026.(view source)
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$88.1B · +0.2% 1Y · Board A- · ELEVATED activist risk
Dr. Michael Cuffe will step down as Executive Vice President and Chief Clinical Officer on August 31, 2026, and transition into a different role until February 2027.(view source)
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$11.6B · +78.9% 1Y · Board B · LOW activist risk
Dr. Rebecca Taub will transition from an employee to a consultant role effective July 1, 2026, while remaining a Class II director on the Board.(view source)
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$2.0B · +13.2% 1Y · Board B- · HIGH activist risk
Jason Robins has been appointed as Chief Financial Officer effective June 10, 2026, transitioning from interim CFO, with a salary increase and stock options granted.(view source)
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$1.2B · — 1Y · Board UN · ELEVATED activist risk
On June 18, 2026, Vishwas Setia exited as CFO and Jonathan Gillis entered as interim CFO at MapLight Therapeutics, Inc.(view source)
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$31.5B · +35.3% 1Y · Board B+ · LOW activist risk
Thomas Lynch was appointed to the Board of Directors of Natera, Inc. as a Class I director, effective June 2, 2026.(view source)
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$941.2M · -47.6% 1Y · Board C- · HIGH activist risk
John E. Gallagher III is exiting as CFO effective July 14, 2026, and Faiz Mohammed is entering as Interim CFO effective July 15, 2026.(view source)
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$400,000 · -98.9% 1Y · Board D · HIGH activist risk
John L. Erb is exiting as the CEO but remaining as Chairman of the Board, while Michael McCormick is entering as the new CEO and President effective June 30, 2026.(view source)
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$54.8B · -7.7% 1Y · Board B- · ELEVATED activist risk
On June 15, 2026, Silvana Battaglia announced her retirement as Executive Vice President and Chief Human Resources Officer effective July 12, 2026, and will be succeeded by Samantha L. Hammock who will enter the role effective July 13, 2026.(view source)
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$117.2M · -47.7% 1Y · Board C- · HIGH activist risk
Multiple personnel changes occurred, including the resignation of Dr. Hussein Sweiti and the appointments and departures of various executives.(view source)
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$1.8B · — 1Y · Board UN · LOW activist risk
Jason Pernell has resigned from his position as President of Trulieve Cannabis Corp., effective June 11, 2026.(view source)
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$28.3M · -67.5% 1Y · Board D · HIGH activist risk
On June 16 and 17, 2026, Ms. Margaret FitzPatrick and Dr. Joanne Curley notified Vistagen Therapeutics of their decision not to stand for re-election as Directors at the 2026 Annual Meeting, continuing their roles until then.(view source)
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$7.9M · -87.9% 1Y · Board D · HIGH activist risk
At the 2026 Annual Meeting of Stockholders, Mr. Frederick J. Fritz and Ms. Christine A. Pellizzari were elected as Class I directors of Imunon, Inc.(view source)
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$9.0M · -75.9% 1Y · Board C- · ELEVATED activist risk
Effective June 11, 2026, Francisco Silva, Nickolay Kukekov, and Patrick F. Williams resigned as directors of the Company; on June 12, 2026, Mika Grasso, Katharyn Field, and Jatinder Dhaliwal were appointed as new directors.(view source)
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Industrials— 16 companies
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$1.5B · +114.2% 1Y · Board D · HIGH activist risk
Andrew Broderick is exiting the Board of Directors effective June 15, 2026, and Barron Steele is entering as a Class II director on the same date.(view source)
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$4.5B · +184.0% 1Y · Board B- · LOW activist risk
Sanjeev Singh Sahni will serve as CEO and Randolph Altschuler will serve as Executive Chair of the Board, both effective July 1, 2026.(view source)
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$27.1B · +153.2% 1Y · Board A- · LOW activist risk
On June 11, 2026, Randolph A. Wacker announced his retirement as Senior Vice President, Chief Accounting Officer, effective September 1, 2026, and Tyler Krutzig was appointed to the role of Senior Vice President and Chief Accounting Officer, effective the same day.(view source)
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$1.7B · +121.3% 1Y · Board C · ELEVATED activist risk
Adam K. Bowen is subject to a transition in his role depending on the appointment of a permanent Chief Financial Officer.(view source)
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$1.3B · +139.9% 1Y · Board A- · LOW activist risk
Daniel J. Thoren resigned as Executive Chairman and Director, transitioning to the role of Strategic Advisor, and Alan E. Smith transitioned to Strategic Advisor after retiring from his previous role, both on June 15, 2026.(view source)
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$10.4B · +51.1% 1Y · Board C- · HIGH activist risk
Stephen L. Johnson, Vice Chair and Chief Strategy Officer, announced plans to retire at the end of the year.(view source)
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$3.8B · +150.0% 1Y · Board C- · ELEVATED activist risk
On June 11, 2026, Kavita Mahtani resigned as a Class I Director, while Colin Angle transitioned from Class III to Class I Director, reclassifying his term without other changes to committee assignments or compensation.(view source)
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$6.2B · -9.8% 1Y · Board A- · HIGH activist risk
On June 10, 2026, ESAB Corporation appointed Mitchell P. Rales as Executive Chair of the Board of Directors and Rhonda Jordan as Lead Independent Director, effective the same date.(view source)
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$12.7B · -8.9% 1Y · Board C- · HIGH activist risk
On June 12, 2026, Mr. Steven B. Hedlund was appointed as a director of Graco Inc., effective September 10, 2026.(view source)
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$5.5B · +5.1% 1Y · Board C- · HIGH activist risk
On June 17, 2026, Shane Tackett was elected president of Alaska Airlines effective June 29, 2026, while continuing as CFO of AAG.(view source)
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$145.4B · +12.0% 1Y · Board C · HIGH activist risk
On June 13, 2026, Messrs. Craig Arnold, William Ayer, D. Scott Davis, and Ms. Deborah Flint announced their resignations from Honeywell’s Board, effective upon the spin-off of the Aerospace Technologies business. Additionally, Ms. Jillian Evanko resigned from the Board immediately due to other professional commitments.(view source)
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$93.5B · +13.0% 1Y · Board C- · HIGH activist risk
Eva Boratto resigned from the Board of Directors of UPS effective immediately on June 13, 2026, to take on the role of CFO at Cencora, Inc.(view source)
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$52.9B · +12.9% 1Y · Board B+ · LOW activist risk
Mr. Vishal Talwar was elected as a director of Fastenal Company and appointed to its Nominating and Corporate Governance Committee on June 12, 2026.(view source)
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$865.4M · +30.1% 1Y · Board C · ELEVATED activist risk
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$1.5B · +22.9% 1Y · Board C+ · LOW activist risk
On June 17, 2026, Richard H. (Rusty) Zay was appointed as Chief Operating Officer effective July 1, 2026, succeeding his role as Chief Commercial Officer.(view source)
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$4.1B · +12.9% 1Y · Board B · LOW activist risk
Todd P. Helms is exiting his role as Senior Vice President and Chief Human Resources Officer effective September 1, 2026, and will provide transition services until September 30, 2026.(view source)
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Financial Services— 14 companies
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$3.6B · -10.0% 1Y · Board C+ · HIGH activist risk
Chris Blunt is retiring as CEO but will remain a Director and CEO of Peak Altitude; Conor Murphy is appointed as CEO and President; Michael Bailey joins as CFO; Mark Wiltse serves as Interim CFO.(view source)
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$94.8B · -5.9% 1Y · Board B- · LOW activist risk
Terrence A. Duffy will transition from CEO to Executive Chairman, and Lynne C. Fitzpatrick will become CEO and join the Board on a future date.(view source)
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$119.6B · -16.1% 1Y · Board A- · LOW activist risk
The Progressive Corporation announces several management changes effective July 4, 2026, including the retirement of Patrick K. Callahan as Personal Lines President and the promotion of Lori Niederst to Chief Personal Lines Officer.(view source)
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$61.2B · +26.9% 1Y · Board C · ELEVATED activist risk
William H. Rogers, Jr. will retire as CEO and President, transitioning to Executive Chair, while Michael P. Lyons will be appointed as CEO and President effective September 1, 2026.(view source)
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$19.8B · -59.8% 1Y · Board D · ELEVATED activist risk
On June 12, 2026, Rajeev Date resigned from the Board of Directors of Circle Internet Group, and Craig Broderick was appointed as the new Lead Independent Director.(view source)
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$741.7M · +54.9% 1Y · Board B- · LOW activist risk
On June 15, 2026, B. Scot Ebron was appointed President of Shore United Bank and to the Board of Directors, while James M. Burke continues as CEO.(view source)
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$799.1M · +18.4% 1Y · Board A- · LOW activist risk
Curtis Griffith is retiring as CEO and transitioning to Chairman of the Board, effective December 31, 2026, and Cory T. Newsom is being appointed as the new CEO effective upon Griffith’s retirement.(view source)
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$5.5B · -16.0% 1Y · Board C · HIGH activist risk
On June 15, 2026, Katherine Rubenstein exited her role as Chief Operating Officer of Blackstone Secured Lending Fund to pursue other opportunities.(view source)
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$33.4B · +27.6% 1Y · Board C+ · LOW activist risk
On June 16, 2026, Jeremy M. Jacobs, Jr. was elected as a director of M&T Bank Corporation and M&T Bank’s principal banking subsidiary.(view source)
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$913.0M · +44.9% 1Y · Board C+ · HIGH activist risk
On May 26, 2026, Adrian Rodriguez was appointed Executive Vice President and Chief Operating Officer of Amerant Bancorp Inc.(view source)
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$7.6B · +0.8% 1Y · Board B · ELEVATED activist risk
On June 15, 2026, Pradip Patiath was appointed as a member of the Board of Directors of AXIS Capital Holdings Limited.(view source)
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$1.8B · +37.3% 1Y · Board C · ELEVATED activist risk
On June 18, 2026, Live Oak Bancshares, Inc. announced that J. Wesley Sutherland is exiting his role as Chief Accounting Officer, while Walter J. Phifer is entering the role of Principal Accounting Officer on an interim basis.(view source)
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$1.6B · +29.8% 1Y · Board B · LOW activist risk
On June 15, 2026, Stephen E. Johnson retired from the Board of Directors of Bank First Corporation, while Steven M. Eldred and Todd A. Sprang were elected as new directors, and Timothy J. McFarlane was elected to a second term as a director.(view source)
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$294.0M · +25.0% 1Y · Board C · HIGH activist risk
M. Dean Brown will exit his role as Chief Operations and Technology Officer effective June 30, 2026, due to position elimination as part of cost reduction efforts.(view source)
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Consumer Cyclical— 15 companies
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$1.9B · +113.9% 1Y · Board C- · HIGH activist risk
Elliott Rodgers accepted his appointment as Chief Operating Officer of Kohl’s Corporation, effective September 9, 2026, and resigned from the board of directors of Levi Strauss & Co. on June 15, 2026.(view source)
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$66.7B · -22.0% 1Y · Board D · HIGH activist risk
John Rogers, Jr. is retiring from the NIKE, Inc. Board of Directors effective after the 2026 Annual Meeting and will transition to a strategic advisor role.(view source)
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$3.2B · +71.0% 1Y · Board B · LOW activist risk
Byron S. Foster has been appointed as President and CEO, succeeding R. Bruce McDonald, effective July 1, 2026, while McDonald will serve as Executive Chairman.(view source)
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$2.6B · -54.0% 1Y · Board C · ELEVATED activist risk
Christiane Pendarvis has been appointed as a Class II Director of Shake Shack Inc., effective July 2, 2026.(view source)
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$115.9B · +12.0% 1Y · Board C+ · ELEVATED activist risk
On June 11, 2026, Val Bauduin was designated as the principal accounting officer of Starbucks Corporation, transitioning the responsibility from Cathy Smith who retains her role as CFO.(view source)
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$9.2B · +38.1% 1Y · Board B+ · LOW activist risk
Elliott Rodgers is exiting his role as a member of the Board of Directors of Levi Strauss & Co.(view source)
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$4.1B · +72.2% 1Y · Board B · LOW activist risk
David Hult has been elected as a director of OPENLANE, Inc., effective June 12, 2026.(view source)
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$19.2B · -3.6% 1Y · Board C- · HIGH activist risk
Fred Stephan is retiring from his role as Division President, Global Flexible Packaging Solutions and will transition to a special advisor role; Ryan D. Yost is entering as the new Division President, Global Flexible Packaging Solutions.(view source)
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$2.3B · +14.0% 1Y · Board C- · LOW activist risk
Mari J. Baker is exiting her role as director and Chair of the Executive Compensation and Development Committee at John Wiley & Sons, Inc., effective September 24, 2026, as she will not stand for reelection.(view source)
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$4.2B · -22.7% 1Y · Board C- · HIGH activist risk
Bath & Body Works, Inc. elected nine individuals to its Board of Directors during the Annual Meeting on June 11, 2026.(view source)
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$2.4B · +18.9% 1Y · Board C- · HIGH activist risk
Stephen Reitman is retiring from his role on the Board of Directors, with his term ending on July 29, 2026.(view source)
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$3.0B · +26.8% 1Y · Board C+ · LOW activist risk
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$6.4B · +24.8% 1Y · Board B+ · LOW activist risk
On June 12, 2026, Jeffrey T. Welch is retiring from the role of Chief Legal Officer, and J. Colby Williams has been appointed Executive Vice President and General Counsel, effective September 8, 2026.(view source)
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$4.3B · +25.0% 1Y · Board B- · LOW activist risk
On June 12, 2026, S. Denise Sumner announced her retirement as Vice President and Chief Accounting Officer, effective August 28, 2026, and Andrew Taylor will succeed her in that role on the same date.(view source)
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$7.5M · -60.9% 1Y · Board D · ELEVATED activist risk
Chath Weerasinghe is resigning as CFO and COO; Tim Nixdorff, Berndt Hauptkorn, and Adam Epstein are resigning as directors.(view source)
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Consumer Defensive— 10 companies
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$286.9B · +1.2% 1Y · Board A- · LOW activist risk
Massimo Andolina has been appointed as Group Chief Financial Officer, replacing Emmanuel Babeau, effective August 1, 2026.(view source)
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$6.5B · -29.7% 1Y · Board D · HIGH activist risk
Daniel L. Poland will step down from his role as Chief Enterprise Transformation Officer effective August 3, 2026, while assisting with the transition until January 10, 2027.(view source)
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$2.4B · +96.3% 1Y · Board B+ · LOW activist risk
David R. Heppner was elected as a new director of The Andersons, Inc. on June 18, 2026.(view source)
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$28.2B · -5.3% 1Y · Board C- · HIGH activist risk
Cory Onell, Executive Vice President and Chief Omnichannel Sales and Asia Emerging Markets Officer, will step down from his role on June 30, 2026, while remaining with the company as an advisor through March 15, 2027.(view source)
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$79.8B · -6.4% 1Y · Board C · ELEVATED activist risk
Amit Banati will join Mondelēz International as Executive Vice President and Chief Financial Officer on July 1, 2026, replacing Luca Zaramella, who will continue in his role as Executive Vice President and Chief Operating Officer.(view source)
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$20.2B · +5.6% 1Y · Board C · LOW activist risk
Wes Morris has been appointed Chief Operating Officer, while Devin Cole will step down from his role as Chief Operating Officer, effective June 15, 2026.(view source)
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$11.8B · -17.2% 1Y · Board C- · HIGH activist risk
On June 14, 2026, The Clorox Company announced the appointments of Chris Hyder as Executive Vice President and Chief Operating Officer and Nina Barton as Executive Vice President and Chief Growth & Strategy Officer, both effective June 17, 2026.(view source)
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$43.5B · -4.3% 1Y · Board C · ELEVATED activist risk
The Board of Directors of Keurig Dr Pepper Inc. appointed Brian Driscoll to the Compensation Committee and Pamela Patsley to the Audit and Finance Committee, while Ms. Patsley exited the Compensation Committee effective June 16, 2026.(view source)
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$2.2M · -92.9% 1Y · Board D · HIGH activist risk
Michael Bondurant has been appointed as Chief Operating Officer of Splash Beverage Group, effective June 8, 2026.(view source)
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$99.3M · -51.4% 1Y · Board B- · LOW activist risk
Amy E. Taylor is exiting as President and CEO effective June 15, 2026, while Alexandre I. Ruberti is entering as the new President and CEO on the same date.(view source)
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Communication Services— 2 companies
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$160.9B · -16.9% 1Y · Board C · ELEVATED activist risk
Pascal Desroches is retiring as CFO, and Jennifer Biry is appointed as Deputy CFO and will become CFO in January 2027.(view source)
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$25.9M · -62.3% 1Y · Board C · ELEVATED activist risk
Peter D. Thompson serves as Chief Financial Officer and Principal Accounting Officer of Urban One, Inc. and is involved in various performance grant disclosures. Additionally, six directors were elected to the Board to serve until the 2027 annual meeting.(view source)
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Real Estate— 7 companies
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$705.5M · +45.9% 1Y · Board C- · HIGH activist risk
William Conkling resigns as Chief Financial Officer effective June 15, 2026, and Jonathan Stanner will assume his role as principal financial officer on the same date.(view source)
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$40.8B · +33.7% 1Y · Board B+ · LOW activist risk
Carey S. Roberts is resigning as Executive Vice President, General Counsel, Ethics & Compliance Officer and Corporate Secretary effective June 26, 2026, while Kevin M. Bohl will assume those responsibilities on an interim basis.(view source)
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$2.8B · +24.9% 1Y · Board A · LOW activist risk
On June 15, 2026, Douglas Neal was appointed as an independent director of Dynex Capital, Inc.(view source)
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$20.8M · +0.0% 1Y · Board C- · HIGH activist risk
Marco Fregenal was terminated as CEO and resigned from the Board; Adam Rothstein was appointed as Interim CEO; and Daniel Weinmann was appointed as CFO, all effective June 16, 2026.(view source)
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$706.8M · +23.7% 1Y · Board B · LOW activist risk
CTO Realty Growth, Inc. elected six new members to its board of directors during the 2026 Annual Meeting held on June 17, 2026.(view source)
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$888.6M · -5.6% 1Y · Board B- · ELEVATED activist risk
On June 15, 2026, Scott Sauer was elected as a Class III Trustee of PennyMac Mortgage Investment Trust.(view source)
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$54.0M · -54.8% 1Y · Board B- · ELEVATED activist risk
At the Annual Meeting on June 10, 2026, six individuals were re-elected to the Board of Directors of Lument Finance Trust, Inc.(view source)
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Utilities— 1 company
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$2.4B · +11.0% 1Y · Board C+ · HIGH activist risk
Kristen Johnson will be exiting her role at H2O America effective July 3, 2026.(view source)
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Activist risk and board ratings are derived from Boardroom Alpha’s proprietary scoring. Activist risk is forward-looking — a quantitative estimate of likelihood of activist engagement, not a current campaign. Board ratings reflect the average tenure-quality score of focal directors. TSR and S&P 500 spreads are annualized.