Rapid7 (RPD) changed CEOs after a 67% one-year slide — the loudest note in a week with 17 CEO changes, 23 CFO changes and a dozen bleeding C-suites.
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 | 15 | 14 | 481 | 467 | +3.0% |
| CFO transitions | 17 | 11 | 698 | 735 | -5.0% |
| Director adds | 53 | 48 | 2,768 | 2,742 | +0.9% |
| Director exits | 102 | 57 | 2,872 | 2,870 | +0.1% |
Rallies Mask C-Suite Fragility
Freight And Hardware Reset From Strength
FedEx (FDX) shifted freight leadership as John A. Smith resigned as COO to become president and CEO of FedEx Freight, while Stephen Gorman moved from the parent board to Freight’s board. The stock has rebounded hard — up 89% in a year while the S&P gained 27 — but it still collapsed 50% from its June 2021 peak, and the board has cycled 2 CFOs and 7 directors in the past few years.
FEDEX CORP (FDX)Industrials
$78.3B · 1Y TSR +89.4% · board B- · activist ELEVATED
5Y max drawdown: 50.4% (peak 2021-06-28 → trough 2022-09-26)
Stephen E. Gorman resigned from the Company’s Board of Directors to join the Board of Directors of FedEx Freight, and John A. Smith resigned as Chief Operating Officer to become the President and CEO of FedEx Freight.
Hewlett Packard Enterprise (HPE) added Christopher P. Hsu to a C+ board at a moment when the stock is doing the talking: shares are up 208% over one year and 238% over five. Still, HPE’s path included a 48% collapse from its January 2025 peak, and the governance file is not pristine: 2 CFOs in 3 years, 4 director exits in 5.
HEWLETT PACKARD ENTERPRISE CO (HPE)Technology
$71.1B · 1Y TSR +208.3% · board C+ · activist ELEVATED
5Y max drawdown: 47.5% (peak 2025-01-20 → trough 2025-03-31)
Christopher P. Hsu has been appointed as a member of the Board, effective immediately.
Knight-Swift (KNX) lost founder-era gravity as Kevin Knight resigned as executive chairman and director, with David Vander Ploeg stepping into the chair. Shares have recovered to a five-year high after a 37% drawdown from their January 2023 peak, but the C-rated board, 23-year longest director and HIGH activist-risk screen keep the victory lap short.
KNIGHT-SWIFT TRANSPORTATION HOLDINGS INC (KNX)Industrials
$12.8B · 1Y TSR +78.5% · board C · activist HIGH
5Y max drawdown: 37.3% (peak 2023-01-30 → trough 2025-04-21)
Mr. Kevin Knight resigned as Executive Chairman and a member of the Board, effective June 3, 2026, and Mr. David Vander Ploeg was appointed as Chair of the Board on the same date.
Software Changes The Narrator
Rapid7 (RPD) handed Wael Mohamed the CEO job and moved Corey Thomas to executive chairman after 13.7 years running the company. The market had already voted: RPD fell 67% in the past year while the S&P gained 27, a roughly 94-point miss at a D-rated company that screens as HIGH activist risk.
Trade Desk (TTD) tapped Nate Olmstead as CFO, replacing interim CFO Tahnil Davis at a company whose stock is down 72% in a year. That is not a routine finance handoff; it is a credibility reset at a C- board with 8 director exits in 5 years and a HIGH activist-risk profile.
Penguin Solutions (PENG) sent Olmstead out and put Aaron Johnson in as interim CFO, making the same executive both a departure and an answer elsewhere. The awkward handoff lands at a company with 3 CFOs in 3 years, even though shares have surged 274% over one year.
Role Changes To Watch
CEO Transitions
- West Pharmaceutical (WST) tapped Michel Lagarde as CEO, while shares are up 51% in a year but behind the S&P over three years.
- GRAIL (GRAL) appointed Dr. Joshua Ofman CEO, its second CEO in three years at an A-rated board screening as HIGH activist risk.
CFO / Finance Transitions
- Texas Instruments (TXN) named Julie Knecht CFO as Rafael Lizardi retires after a 9.3-year CFO run and 65% one-year TSR.
- Avis Budget (CAR) elevated Tina Goldenberg to chief accounting officer at a company with 2 CFOs in 3 years.
Board / Director Changes
- Plug Power (PLUG) loses Kavita Mahtani from a C- board after 71% election support, a red flag by any proxy-season standard.
- Upwork (UPWK) rotated four board seats at a D-rated, HIGH activist-risk company whose shares fell 43% over one year.
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 | 5.8% | 25.2% | 4.5% | 23.2% |
| Energy | 130 | 2.3% | 21.5% | 1.5% | 23.1% |
| Basic Materials | 170 | 2.4% | 17.6% | 4.7% | 22.9% |
| Consumer Cyclical | 360 | 2.8% | 15.3% | 3.1% | 23.3% |
| Industrials | 417 | 2.4% | 15.1% | 3.4% | 21.1% |
| Healthcare | 788 | 2.0% | 14.5% | 2.3% | 20.6% |
| Technology | 482 | 1.7% | 14.1% | 2.9% | 21.2% |
| Communication Services | 129 | 0.8% | 13.2% | 2.3% | 14.7% |
| Financial Services | 551 | 2.5% | 12.2% | 2.0% | 12.7% |
| Real Estate | 223 | 0.4% | 9.9% | 1.8% | 14.3% |
Industrials— 17 companies
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$78.3B · +89.4% 1Y · Board B- · ELEVATED activist risk
Stephen E. Gorman resigned from the Company’s Board of Directors to join the Board of Directors of FedEx Freight, and John A. Smith resigned as Chief Operating Officer to become the President and CEO of FedEx Freight.(view source)
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$12.8B · +78.5% 1Y · Board C · HIGH activist risk
Mr. Kevin Knight resigned as Executive Chairman and a member of the Board, effective June 3, 2026, and Mr. David Vander Ploeg was appointed as Chair of the Board on the same date.(view source)
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$5.0B · +287.5% 1Y · Board C- · HIGH activist risk
Kavita Mahtani, a Class I director, is resigning from the Board of Directors of Plug Power Inc. effective June 11, 2026, to focus on her new role at Wells Fargo.(view source)
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$14.7B · +106.6% 1Y · Board A- · LOW activist risk
Laurie J. Thomsen and Luis Avila-Marco retired from the Board of Dycom Industries, Inc. effective May 28, 2026, as part of the company’s Board Tenure and Mandatory Retirement Policy.(view source)
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$1.1B · -42.7% 1Y · Board D · HIGH activist risk
Leela Srinivasan exited the Board of Upwork Inc., while Anilu Vazquez-Ubarri also exited the Board. Claire Bramley and David Lissy entered the Board as Class II directors.(view source)
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$6.2B · +57.5% 1Y · Board C · LOW activist risk
Tina Goldenberg was appointed Vice President and Chief Accounting Officer effective June 15, 2026, replacing Cathleen DeGenova, who is retiring but will continue to advise until April 1, 2027.(view source)
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$8.5B · -14.3% 1Y · Board C- · LOW activist risk
Paul McElhinney is appointed as CEO effective October 1, 2026, transitioning from Lead Independent Director, while Russell Ford retires as CEO and transitions to Executive Chairman.(view source)
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$1.2B · +129.3% 1Y · Board C · LOW activist risk
Michael E. Williamson has been appointed as a Class III Director on the Board of Satellogic Inc, effective June 1, 2026.(view source)
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$17.8B · +115.6% 1Y · Board B+ · LOW activist risk
David S. Schulz is retiring from WESCO International, Inc. effective May 31, 2026, and will transition to a consulting role beginning June 1, 2026.(view source)
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$10.6B · +70.6% 1Y · Board B+ · LOW activist risk
John Schwietz was appointed as Executive Vice President and CFO effective April 8, 2026, succeeding Thomas Liguori who is set to retire and provide consulting services until December 26, 2026.(view source)
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$137.9B · +3.8% 1Y · Board C · HIGH activist risk
On June 1, 2026, Jillian Evanko was appointed as an Independent Director of Honeywell International Inc.’s Board.(view source)
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$69.0B · +26.5% 1Y · Board C+ · HIGH activist risk
John Orr is resigning as Chief Operating Officer, effective May 31, 2026, while Brian Barr is being appointed as Chief Operating Officer, effective June 1, 2026.(view source)
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$4.6B · +45.1% 1Y · Board C- · ELEVATED activist risk
Thomas Surran is appointed as President and CEO and a Director effective upon the ADI Spin-Off Transaction, succeeding Jay Geldmacher, who will transition to an executive advisor and resign from the Board.(view source)
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$14.2B · +58.4% 1Y · Board C+ · LOW activist risk
On May 26, 2026, Jerry Morton announced his retirement effective December 31, 2026, while transitioning to Mark Klossner as Executive Vice President & President, Industrial Powertrain Solutions, effective June 1, 2026.(view source)
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$6.1B · -28.4% 1Y · Board D · LOW activist risk
Raja Bobbili, Alison Bomberg, and Margaret (Peg) McGetrick were re-elected as directors of Loar Holdings Inc. on June 2, 2026.(view source)
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$4.8B · -16.5% 1Y · Board C- · HIGH activist risk
G. Michael Sievert was appointed as a Director of Alaska Air Group, Inc. on June 1, 2026.(view source)
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$159.7B · +18.1% 1Y · Board B+ · ELEVATED activist risk
Dmitri Stockton has notified the Board of Directors that he will not stand for re-election as a director at the 2027 annual meeting.(view source)
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Technology— 18 companies
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$71.1B · +208.3% 1Y · Board C+ · ELEVATED activist risk
Christopher P. Hsu has been appointed as a member of the Board, effective immediately.(view source)
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$4.4B · +318.7% 1Y · Board B- · HIGH activist risk
Seven individuals were elected as directors at SolarEdge Technologies, Inc.’s annual meeting on June 3, 2026.(view source)
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$3.6B · +273.5% 1Y · Board B · ELEVATED activist risk
Nate Olmstead resigned as CFO effective July 8, 2026, and Aaron Johnson was appointed as interim CFO effective July 9, 2026.(view source)
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$520.6M · -66.7% 1Y · Board D · HIGH activist risk
On June 1, 2026, Wael Mohamed was appointed as CEO of Rapid7, Inc., succeeding Corey Thomas who was appointed as Executive Chairman.(view source)
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$9.9B · -72.3% 1Y · Board C- · HIGH activist risk
The Trade Desk, Inc. appointed Nate Olmstead as the CFO effective July 9, 2026, replacing interim CFO Tahnil Davis, who will remain the chief accounting officer.(view source)
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$277.9B · +64.6% 1Y · Board B · LOW activist risk
Julie Knecht has been appointed CFO, succeeding Rafael Lizardi, who is retiring.(view source)
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$52.2B · +52.9% 1Y · Board B- · ELEVATED activist risk
On May 28, 2026, Mitch Little was appointed to the Board of Directors of Microchip Technology Incorporated, effective June 1, 2026.(view source)
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$154.6B · -27.7% 1Y · Board C- · HIGH activist risk
Guy Wanger has been appointed Chief Accounting Officer of Salesforce, Inc., effective June 15, 2026.(view source)
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$11.9B · — 1Y · Board UN · HIGH activist risk
Eight directors were elected to serve until the 2027 annual meeting of stockholders including Dylan Field, Kelly A. Kramer, John Lilly, William R. McDermott, Andrew Reed, Danny Rimer, Lynn Vojvodich Radakovich, and Luis von Ahn.(view source)
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$3.2T · -7.0% 1Y · Board B- · ELEVATED activist risk
Reid Hoffman will not stand for re-election to the Board of Directors of Microsoft Corporation at the 2026 annual shareholder meeting, with his service continuing until then.(view source)
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$4.9B · +15.7% 1Y · Board B- · ELEVATED activist risk
Srinivas Attili stepped down from his role as Executive Vice President, Civilian Business Group, effective May 29, 2026, and will depart from the company on or about June 12, 2026.(view source)
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$4.1B · — 1Y · Board UN · ELEVATED activist risk
On June 3, 2026, Andrew Del Matto announced his retirement as CFO of Netskope, Inc., effective upon the start of a successor, while remaining with the company through the transition period.(view source)
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$18.4M · -45.0% 1Y · Board D · HIGH activist risk
Multiple personnel changes occurred at Sphere including the resignation of Kurt Kalbfleisch as CEO, the appointment of Joel Block as CEO, and the appointments of Kurt Kalbfleisch, Marcus Dent, Joel Block, and Nicholas Gates to the Sphere Board.(view source)
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$9.3B · -26.9% 1Y · Board C · ELEVATED activist risk
David B. Foss will retire from his role as a director and Chair of the Board of Jack Henry & Associates, Inc. effective July 15, 2026.(view source)
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$964.2M · +15.5% 1Y · Board B · LOW activist risk
Rachel Hayden’s role as Senior Executive Vice President and Chief Information Officer will be eliminated effective June 8, 2026.(view source)
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$17.3M · -50.1% 1Y · Board C- · ELEVATED activist risk
The text discusses multiple appointments to the Board along with resignations of several individuals on June 1, 2026.(view source)
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$38.1M · -88.8% 1Y · Board D · HIGH activist risk
Julia Hirschberg has been appointed to the Board as a Class II director, and Sanjay Shrestha has resigned from the Board, along with his positions in various committees.(view source)
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$3.7M · — 1Y · Board D · ELEVATED activist risk
On May 29, 2026, CEO Edmund Nabrotzky, CFO Charles Maddox, and CTO Vijayan Nambiar voluntarily agreed to reduce and defer their salaries, along with Chief Revenue Officer for a portion of hers, as part of cost-saving measures.(view source)
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Healthcare— 21 companies
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$22.4B · +50.6% 1Y · Board B- · LOW activist risk
Michel Lagarde is appointed as President and Chief Executive Officer of West Pharmaceutical Services, effective August 31, 2026, replacing Eric M. Green, who will resign from the Board. Additionally, Robert F. Friel will become Chair of the Board as of the same date.(view source)
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$6.8B · +375.1% 1Y · Board A+ · LOW activist risk
Peter Harwin resigned from the Board effective May 27, 2026, and three new Class I directors, Mark McKenna, Cameron Turtle, and Laurie Stelzer, were elected to serve until the 2029 Annual Meeting.(view source)
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$2.9B · +66.3% 1Y · Board A · HIGH activist risk
Dr. Joshua Ofman has been appointed as the Chief Executive Officer of GRAIL, Inc. effective June 1, 2026.(view source)
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$15.1B · +119.3% 1Y · Board A- · ELEVATED activist risk
On May 25, 2026, Anne O’Riordan informed the board that she will not stand for re-election as a Class III director at the upcoming annual meeting.(view source)
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$1.9B · +163.2% 1Y · Board C- · ELEVATED activist risk
On June 1, 2026, Victor Sandor was appointed as a new director at AbCellera Biologics Inc.(view source)
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$1.2B · -41.0% 1Y · Board C- · HIGH activist risk
On June 2, 2026, Dave Caspers was appointed as President and CEO of Ardent Health, succeeding Martin J. Bonick, who exited the company and the Board on the same date.(view source)
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$52.6B · -5.8% 1Y · Board B- · LOW activist risk
On May 27, 2026, Eva C. Boratto was appointed as Executive Vice President and Chief Financial Officer of Cencora, Inc., effective June 29, 2026, succeeding James F. Cleary who is retiring.(view source)
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$5.5B · +49.7% 1Y · Board C- · HIGH activist risk
Several individuals were re-elected to the Company’s Board of Directors and Compensation Committee during the Annual Meeting.(view source)
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$3.8B · +70.5% 1Y · Board A- · LOW activist risk
At the Kiniksa Pharmaceuticals Annual Meeting on May 29, 2026, Stephen R. Biggar, G. Bradley Cole, and Barry D. Quart were re-elected as Class II Directors to serve until the 2029 Annual Meeting.(view source)
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$3.7B · +22.0% 1Y · Board B · HIGH activist risk
Faez Kaabi is resigning as Chief Accounting Officer effective August 6, 2026, and Coree Thomas has been appointed as the new Vice President and Chief Accounting Officer, effective the same date.(view source)
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$13.1B · +46.7% 1Y · Board A- · LOW activist risk
Medpace Holdings, Inc. appointed Brad W. Hansman as Executive Vice President, Operations, effective June 1, 2026.(view source)
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$100,000 · -100.0% 1Y · Board D · HIGH activist risk
A number of key personnel changes at Aditxt, Inc. include the resignation of Amro Albanna as CEO and Director, the resignation of Shahrokh Shabahang as Director, the resignation of Rowena Albanna as COO, the appointment of Jeffrey M. Busch as Interim CEO, and the appointment of Brian Brady as non-executive Chairman of the Board.(view source)
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$559.2M · +27.4% 1Y · Board C · HIGH activist risk
On May 27, 2026, Philippe Busque, Ph.D. resigned from his role as Senior Vice President, Global Sales and Services at Cytek Biosciences, effective June 5, 2026.(view source)
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$1.6B · +36.1% 1Y · Board B · LOW activist risk
On June 1, 2026, Anton Nikodemus was appointed as Executive Vice President and Chief Operating Officer at Sonida Senior Living, Inc., effective June 15, 2026.(view source)
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$443.0M · -11.3% 1Y · Board D · HIGH activist risk
Three individuals, Paul M. Bisaro, Rashmi Kumar, and Lee N. Newcomer, M.D. were elected as Class III directors of Myriad Genetics, Inc. for a term expiring at the 2029 Annual Meeting of Stockholders.(view source)
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$19.2M · -81.1% 1Y · Board UN · HIGH activist risk
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$54.8M · -66.6% 1Y · Board D · HIGH activist risk
Arthur Levine has been appointed as the Chief Financial Officer of SkyAI, Inc., effective immediately as of May 22, 2026.(view source)
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$379.6M · -28.6% 1Y · Board C · HIGH activist risk
On May 22, 2026, David Friedman was appointed as a director of Benitec Biopharma Inc., while Megan Boston resigned from the Board but continues as CFO.(view source)
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$87.7M · -75.5% 1Y · Board C- · HIGH activist risk
Marc Nash is exiting his role as Executive Vice President, R&D, Operations and Service at Outset Medical, Inc. effective June 5, 2026.(view source)
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$68.0M · -58.4% 1Y · Board B · LOW activist risk
On May 25, 2026, Michael A. Rossi was appointed as the Interim Chief Financial Officer of LENSAR, Inc.(view source)
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$12.4M · -72.2% 1Y · Board C- · ELEVATED activist risk
Matthew K. Szot is exiting his role as CFO, while Quang X. Pham is entering as interim CFO.(view source)
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Energy— 8 companies
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$27.5B · +119.3% 1Y · Board A- · LOW activist risk
Eric Mullins has been elected to the Board of Directors and appointed to the Audit Committee, effective June 1, 2026, increasing the Board size to ten directors.(view source)
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$609.8M · +895.0% 1Y · Board B- · HIGH activist risk
Darin Rovell is appointed as Chief Accounting Officer of New Era Energy & Digital, Inc., effective June 22, 2026.(view source)
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$2.0B · +190.0% 1Y · Board C- · LOW activist risk
On May 28, 2026, Alex V. Volkov resigned from ProPetro Holding Corp.’s Board of Directors, leading to a reduction in the board size from eight to seven directors.(view source)
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$3.1B · -10.2% 1Y · Board B · LOW activist risk
Domenic J. Dell’Osso, Jr. was appointed as a Director and serves as President and CEO, while Michael Sluiter was granted restricted stock units.(view source)
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$375.1B · +42.9% 1Y · Board C · HIGH activist risk
R. Hewitt Pate is resigning as Chief Legal Officer of Chevron Corporation effective December 31, 2026, and will serve as a non-executive senior advisor until his retirement in June 2027.(view source)
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$16.2B · +48.1% 1Y · Board C+ · LOW activist risk
On June 1, 2026, PAA announced the promotion of Russ Montgomery to Vice President, Accounting and Chief Accounting Officer, effective September 1, 2026, and the retirement of Chris Herbold, the current Chief Accounting Officer, on August 31, 2026.(view source)
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$32.7B · -11.2% 1Y · Board C- · LOW activist risk
Thomas Earl will be stepping down from the role of Chief Commercial Officer on June 1, 2026, and will continue with the Company in a non-executive capacity for one year.(view source)
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$4.9B · +48.6% 1Y · Board B+ · LOW activist risk
On June 1, 2026, it was announced that Russ Montgomery will be promoted to Vice President, Accounting and Chief Accounting Officer effective September 1, 2026, and Chris Herbold is retiring from his role as Senior Vice President, Finance and Chief Accounting Officer on August 31, 2026.(view source)
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Basic Materials— 9 companies
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$3.1B · +148.4% 1Y · Board A- · LOW activist risk
On June 4, 2026, three individuals were elected as Class I directors of Kaiser Aluminum Corporation for a term expiring in 2029, including James D. Hoffman, Glenda J. Minor, and Brett E. Wilcox.(view source)
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$59.7B · +118.5% 1Y · Board B+ · LOW activist risk
David A. Sumoski is retiring from his position at Nucor Corporation, effective June 13, 2026.(view source)
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$2.7B · +132.8% 1Y · Board B+ · LOW activist risk
Michael C. Skarke is transitioning from EVP and COO to EVP and CCO of Select Water Solutions, Inc. effective June 1, 2026.(view source)
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$89.9B · +46.0% 1Y · Board A · LOW activist risk
On June 3, 2026, Irene Esteves was appointed to the Board of Directors of Johnson Controls International plc and the Audit Committee, with her term expiring at the next annual general meeting.(view source)
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$2.7B · -15.8% 1Y · Board C · LOW activist risk
Sara K. Hyzer will transition from CFO to Division President, Americas; Patricia Q. Olsem will become Chief Strategy and Innovation Officer; Nicholas D. Giordano is appointed PAO.(view source)
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$13.3B · -8.1% 1Y · Board C · HIGH activist risk
On May 29, 2026, Timothy R. Kinser resigned as Vice President – Operations and became Project Management Officer at RPM Enterprises, Inc.(view source)
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$5.0B · -21.6% 1Y · Board C · ELEVATED activist risk
Alan J.M. Haughie is retiring as CFO effective September 1, 2026, with Aaron Howald appointed as his successor in the same role, effective on the same date.(view source)
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$2.0B · -4.1% 1Y · Board C · ELEVATED activist risk
Shelley Bausch has been appointed as a Class II director at Innospec Inc., effective July 1, 2026, and will also serve on the Audit Committee.(view source)
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$793.0M · -1.4% 1Y · Board C+ · HIGH activist risk
Brent C. Jewell is resigning from his position as President of the Architectural Glass Segment at Apogee Enterprises, Inc., effective June 10, 2026.(view source)
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Consumer Cyclical— 13 companies
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$1.0B · -9.8% 1Y · Board C- · ELEVATED activist risk
On June 1, 2026, Andi R. Owen will retire as President and CEO of MillerKnoll, and Jeff Stutz will take on the role of Interim CEO starting June 30, 2026.(view source)
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$12.6B · -27.2% 1Y · Board C- · HIGH activist risk
On May 29, 2026, Alan Ellingson transitioned to the role of Principal Accounting Officer at DraftKings, while Erik Bradbury continues as Chief Accounting Officer.(view source)
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$4.1B · -23.9% 1Y · Board C+ · HIGH activist risk
At Mattel’s 2026 Annual Meeting, several nominees for the Board of Directors were elected by majority votes.(view source)
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$11.7B · -12.3% 1Y · Board C- · ELEVATED activist risk
Ryan D. Yost is exiting as President, Materials Group effective June 12, 2026, with Danny G. Allouche entering as his successor on June 1, 2026.(view source)
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$40.8B · +4.8% 1Y · Board C+ · ELEVATED activist risk
Tracy Skeans will transition from Chief Operating Officer and Chief People & Culture Officer to Senior Advisor effective November 1, 2026, and will retire on March 1, 2028.(view source)
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$4.1B · +13.6% 1Y · Board C · LOW activist risk
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$3.3B · +20.7% 1Y · Board B · ELEVATED activist risk
On June 4, 2026, Academy Sports and Outdoors, Inc. appointed Shannon Hennessy to the Compensation Committee and Clay Johnson to the Audit Committee, effective immediately.(view source)
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$136.4M · -9.4% 1Y · Board D · ELEVATED activist risk
Jason L. Groves, Esq. resigned from his role as Chief Legal Officer & Corporate Secretary at Medifast, Inc., effective May 29, 2026.(view source)
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$5.0B · — 1Y · Board UN · LOW activist risk
Jan Vleugals is retiring as Chief Operating Officer International effective September 30, 2026, and Bob Calver will be appointed as his successor, effective October 1, 2026.(view source)
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$65.2M · -84.9% 1Y · Board C- · HIGH activist risk
Adam Paul was appointed as an independent director and Chair of the Special Committee at America’s Car-Mart, Inc., effective May 22, 2026.(view source)
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$138.1M · -72.7% 1Y · Board C- · LOW activist risk
On June 2, 2026, Theophlius Killion and Michael A. Shaffer were elected as Class II Directors to the Board of Directors of Torrid Holdings Inc.(view source)
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$68.6M · -50.8% 1Y · Board D · ELEVATED activist risk
On June 1, 2026, Thomas V. Croal retired as CFO, while Luke A. Hewko was appointed as the new CFO effective the same day.(view source)
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$5.3M · -99.4% 1Y · Board D · ELEVATED activist risk
Cindy Tang resigned as CFO of Cheetah Net Supply Chain Service Inc. effective May 29, 2026, and Huan Liu was appointed interim CFO.(view source)
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Financial Services— 19 companies
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$1.0B · +10.5% 1Y · Board C- · HIGH activist risk
OceanFirst’s Board now includes six former directors of Flushing and one new appointee, with John R. Buran appointed as Non-Executive Chairman.(view source)
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$828.4M · +7.1% 1Y · Board C+ · HIGH activist risk
On June 3, 2026, Janet L. Matricciani exited as Interim President and CEO, while J. Tobin Turner entered as Principal Executive Officer.(view source)
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$425.7B · -17.0% 1Y · Board C · ELEVATED activist risk
Mastercard announced several leadership changes effective August 3, 2026, including new appointments for key executive roles.(view source)
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$3.0B · -46.8% 1Y · Board C+ · ELEVATED activist risk
Michael G. Combs is transitioning to Executive Chair, while Sarah Scott is appointed as the new CEO and President, both effective July 1, 2026.(view source)
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$2.7B · -50.3% 1Y · Board C- · HIGH activist risk
On June 4, 2026, Johnathan Daniel was appointed as interim Chief Accounting Officer of The Baldwin Insurance Group, Inc. during Corbyn Lichon’s maternity leave.(view source)
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$3.3B · +19.0% 1Y · Board C- · HIGH activist risk
Michael L. Perkins will retire as Senior Executive Vice President and Chief Risk Officer on June 30, 2026, and transition to a consultant role effective July 1, 2026.(view source)
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$30.9B · -6.8% 1Y · Board B- · ELEVATED activist risk
David Gansberg is exiting as President of Arch Capital Group, while Maamoun Rajeh is transitioning into the expanded role of President following Gansberg’s departure.(view source)
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$15.7B · -0.9% 1Y · Board C+ · LOW activist risk
On June 1, 2026, The Carlyle Group Inc. appointed Kate Heinzelman as General Counsel effective June 29, 2026, and Jeffrey W. Ferguson will transition to Senior Advisor.(view source)
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$79.5B · +22.2% 1Y · Board B+ · LOW activist risk
At the Annual Meeting of Stockholders held on June 2, 2026, Robinhood Markets, Inc. stockholders re-elected several directors to the Board of Directors for a term until the 2027 annual meeting.(view source)
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$2.5B · +47.7% 1Y · Board B · LOW activist risk
Susan D. Looney, Dalton T. Sirmans, and Steven J. Zuckerman were elected as directors during the Annual Meeting of Shareholders on May 26, 2026, while T. Lawrence Way continues as a director.(view source)
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$887.1M · +33.8% 1Y · Board C+ · HIGH activist risk
On May 26, 2026, Adrian Rodriguez was appointed as Executive Vice President and Chief Operating Officer of Amerant Bancorp Inc.(view source)
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$552.7M · +65.9% 1Y · Board C+ · LOW activist risk
Effective June 1, 2026, Bryan Kennedy was appointed as a director of Southern First Bancshares, Inc. and Southern First Bank, as well as on the Risk Committee of the Boards.(view source)
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$9.3B · +36.8% 1Y · Board B- · LOW activist risk
Daniel J. Ryan was elected as a Director of Zions Bancorporation on June 2, 2026, and will serve until the next annual meeting of shareholders.(view source)
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$5.4B · +32.0% 1Y · Board C · ELEVATED activist risk
Doug Woolley, executive vice president and chief credit officer, plans to retire effective April 1, 2027, and will continue to serve until a successor is appointed or until his retirement date.(view source)
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$2.9B · +20.9% 1Y · Board C- · ELEVATED activist risk
H. Gilbert Culbreth, Jr. is resigning from the Board of Directors of Seacoast Banking Corporation of Florida, effective June 15, 2026, but will remain on the board of its principal operating subsidiary.(view source)
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$629.6M · +17.5% 1Y · Board A- · LOW activist risk
On June 1, 2026, George “Chip” Stelljes, III was elected as an independent director on the Board of Gladstone Investment Corporation, joining the 2028 class of Directors.(view source)
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$3.5B · +38.7% 1Y · Board C- · ELEVATED activist risk
On May 27, 2026, three directors, Patricia L. Moss, David L. Jahnke, and Stephen M. Lacy, retired from the Board of Directors of First Interstate BancSystem, Inc., resulting in a reduction of the Board size from 14 to 11 directors.(view source)
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$2.9B · +41.6% 1Y · Board B- · LOW activist risk
Annamaria Vitelli has been appointed as Executive Vice President and Chief Wealth Officer of Provident Bank, effective June 1, 2026.(view source)
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$43.4M · -41.9% 1Y · Board C+ · HIGH activist risk
Michael Hexner and William Burnham were elected as Class II directors at Heritage Global Inc.’s 2026 Annual Meeting.(view source)
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Consumer Defensive— 5 companies
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$1.7B · -29.0% 1Y · Board C- · HIGH activist risk
The Boston Beer Company announced the election of several directors and the appointment of committee chairs on May 27 and 28, 2026, including new Class A and Class B Directors, along with changes in committee leadership.(view source)
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$405.1M · -75.8% 1Y · Board D · HIGH activist risk
On May 28, 2026, Raphael Thomas Wallander resigned as a Class III director and member of the Human Capital Management and Compensation Committee of Beyond Meat, Inc.(view source)
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$86.6B · +40.2% 1Y · Board B+ · LOW activist risk
Mark J. Hall is resigning from his role as a director on the Board of Monster Beverage Corporation effective August 1, 2026, and as an employee of Monster Energy US LLC effective April 1, 2027.(view source)
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$752.4M · +0.4% 1Y · Board C+ · LOW activist risk
Kathleen Holmgren was appointed to the Board of Directors of the Company as a Class III director effective May 28, 2026, and John Pawlowski and Bryan Giles were appointed to the Board of Managers of the Surviving Company.(view source)
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$15.4M · -59.6% 1Y · Board D · HIGH activist risk
On May 26, 2026, Eric Sherb resigned as CFO of Scienture Holdings, and Dr. Narasimhan Mani was appointed as the Interim CFO effective the same day.(view source)
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Utilities— 1 company
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$21.7B · +4.0% 1Y · Board C · LOW activist risk
Rejji P. Hayes retired as Executive Vice President and CFO of CMS Energy and Consumers Energy, effective June 3, 2026, and Srikanth Maddipati was appointed as his successor in the same roles on the same date.(view source)
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Real Estate— 5 companies
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$1.9B · +87.2% 1Y · Board C- · ELEVATED activist risk
Ron E. Jackson retired from the Board of Trustees of Pebblebrook Hotel Trust on May 29, 2026, leading to a decrease in the size of the Board to seven trustees.(view source)
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$1.3B · -4.4% 1Y · Board C · LOW activist risk
Anna T. Chew will retire as CFO and Treasurer, effective June 1, 2026, and Kevin S. Miller has been appointed as her successor in the same roles.(view source)
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$610.4M · -3.5% 1Y · Board C · LOW activist risk
George “Chip” Stelljes, III was elected as an independent director of Gladstone Commercial Corporation on June 1, 2026.(view source)
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$4.2M · -89.9% 1Y · Board D · HIGH activist risk
On June 3, 2026, Luisa Ingargiola was appointed Chief Strategy Officer and Sam Knipper as Chief Financial Officer of Avalon GloboCare Corp.(view source)
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$3.3M · -55.3% 1Y · Board C- · HIGH activist risk
Elena Piliptchak’s term as a Class III director expired, leading to a reduction in the board’s size from six to five directors.(view source)
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Communication Services— 1 company
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$2.4M · -97.2% 1Y · Board D · HIGH activist risk
On June 3, 2026, Ohad Harlev was appointed as an Independent Director on the Board of Directors of Direct Digital Holdings, Inc.(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.
