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 | 5 | 41 | 483 | 472 | +2.3% |
| CFO transitions | 3 | 52 | 707 | 744 | -5.0% |
| Director adds | 43 | 214 | 2,719 | 2,748 | -1.1% |
| Director exits | 44 | 205 | 2,957 | 2,880 | +2.7% |
Leadership Resets At Market Extremes
Biotech’s Confidence Test
Sarepta Therapeutics (SRPT) handed the CEO seat and a board seat to Michael Severino, the former Tessera CEO and AbbVie vice chair. That is a credibility hire after the stock collapsed 93% from its June 2024 peak; Sarepta screens as HIGH activist risk and trails the S&P by roughly 65 points over three years.
SAREPTA THERAPEUTICS INC (SRPT)Healthcare
$1.6B · 1Y TSR -7.1% · board C- · activist HIGH
5Y max drawdown: 92.6% (peak 2024-06-17 → trough 2025-07-21)
Michael Severino has been appointed as Chief Executive Officer and a Class I director of Sarepta Therapeutics, replacing Douglas Ingram who will exit as CEO and Board member.
Severino also chairs the science and technology committee at Viatris (VTRS), where his director-tenure TSR stands at 118%, a useful offset to Sarepta’s C- board grade.
Yarrow Bioscience (YARW) named a new CEO, CFO, COO, medical chief, development chief and chair after its merger — a top-to-bottom overhaul. The stock is up 197% over one year but remains down 52% over five years, with eight director exits over five years.
Industrial Succession At Altitude
Carpenter Technology (CRS) elevated Tony Thene to CEO, chairman and president after Brian Malloy’s death, moving fast at an A-rated industrial. Shares are up 78% over one year while the S&P added 15, but the succession ledger now reads 2 CEOs in 3y; the stock also collapsed 40% from its March 2022 peak before the run resumed.
CARPENTER TECHNOLOGY CORP (CRS)Industrials
$25.0B · 1Y TSR +78.1% · board A · activist LOW
5Y max drawdown: 39.8% (peak 2022-03-28 → trough 2022-07-04)
On July 26, 2026, Tony R. Thene was appointed as Chief Executive Officer, Chairman of the Board, and President of Carpenter Technology Corporation following the passing of Brian J. Malloy.
Timken (TKR) shifted Stephen Ribaudo into COO while Timothy Graham moved to chief commercial officer, a bench reshuffle at an industrial winner. The catch is tenure: 3 CEOs in 3 years and a longest-serving director at 41 years.
Tech Adds Oversight, Not Excuses
Hewlett Packard Enterprise (HPE) added David Goulden as a director while shares more than doubled over one year, beating the S&P by roughly 115 points. The stock collapsed 48% from its January 2025 peak, then recovered to a five-year total return of 217%; with 2 CFOs in 3 years, the board addition reads like oversight insurance, not window dressing.
HEWLETT PACKARD ENTERPRISE CO (HPE)Technology
$62.4B · 1Y TSR +130.2% · board B · activist ELEVATED
5Y max drawdown: 47.5% (peak 2025-01-20 → trough 2025-03-31)
David I. Goulden has been appointed as a director of Hewlett Packard Enterprise Company effective July 24, 2026.
Lumentum (LITE) set Vincent Retort’s October retirement after a one-year moonshot, with shares up 531% while the S&P added 15. At an A- board, that kind of planned exit lands softer, even with 3 director exits in 3 years.
Healthcare’s Thin Finance Bench
Fortrea (FTRE) put 82-year-old David Smith in as interim CFO while Jason Knoblauch is on paid leave tied to pending litigation. That is not succession planning; it is triage at a company with 2 CEOs and 2 CFOs in 3 years.
Other Moves To Watch
CEO Transitions
- Power Solutions International (PSIX) tapped Nan Hu as CEO after a 68% one-year slide, while Kenneth Li reverted to CFO.
- Microchip Technology (MCHP) will lose Richard Simoncic to Menlo Microsystems, with shares still 21 points behind the S&P over three years.
- Blackstone Secured Lending Fund (BXSL) saw co-CEO Jonathan Bock resign as the stock fell 18% over one year.
CFO Transitions
- Cleveland-Cliffs (CLF) made Celso Goncalves Jr. president and CFO, with the stock down 14% over five years.
- Unity Software (U) named Michael Lieb principal accounting officer at a D-rated board already cycling 2 CEOs and 2 CFOs in 3y.
Board / Director Changes
- Kohl’s (KSS) handed Wendy Arlin the chair after John Schlifske retired, at a HIGH-risk name with 11 director exits in five years.
- Centene (CNC) replaced Kenneth Burdick with Paul Diaz, extending a board record of 13 director exits in five years.
- FuboTV (FUBO) added Alisa Bowen to a D-rated board while the stock plunged 83% 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 | 154 | 6.5% | 27.9% | 1.9% | 23.4% |
| Energy | 130 | 1.5% | 18.5% | 1.5% | 22.3% |
| Basic Materials | 172 | 1.2% | 18.0% | 1.7% | 20.9% |
| Consumer Cyclical | 349 | 2.0% | 16.3% | 2.3% | 24.9% |
| Healthcare | 788 | 2.3% | 14.6% | 3.4% | 21.2% |
| Industrials | 417 | 3.4% | 14.4% | 2.6% | 20.1% |
| Technology | 489 | 1.0% | 14.1% | 2.2% | 21.9% |
| Financial Services | 556 | 2.7% | 13.3% | 3.1% | 14.4% |
| Communication Services | 129 | 2.3% | 13.2% | 3.1% | 16.3% |
| Real Estate | 220 | 0.5% | 8.2% | 1.4% | 12.3% |
Beyond the headline
High-Risk Boards Keep Churning
HIGH activist-risk names kept refreshing governance without fixing the return gap, led by sub-B boards and familiar consumer or platform laggards (Unity, Hormel, Kohl’s).
Industrials— 27 companies
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$25.0B · +78.1% 1Y · Board A · LOW activist risk
On July 26, 2026, Tony R. Thene was appointed as Chief Executive Officer, Chairman of the Board, and President of Carpenter Technology Corporation following the passing of Brian J. Malloy.(view source)
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$25.6B · +70.9% 1Y · Board A · LOW activist risk
On July 24, 2026, Alexander Benjamin Spiro was appointed as a Class III director of MasTec, Inc. to fill a vacancy, following an increase in the Board size.(view source)
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$641.5M · -68.4% 1Y · Board C+ · LOW activist risk
On July 23, 2026, Nan (Richard) Hu was appointed CEO of Power Solutions International, Inc., and Xun (Kenneth) Li ceased serving as Interim CEO but will continue as CFO.(view source)
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$9.5B · +84.8% 1Y · Board B · LOW activist risk
On July 29, 2026, The Timken Company appointed Stephen P. Ribaudo as Executive Vice President and Chief Operating Officer effective September 1, 2026, while Timothy A. Graham will transition to Executive Vice President and Chief Commercial Officer on the same date.(view source)
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$2.5B · +64.5% 1Y · Board A- · LOW activist risk
On July 21, 2026, La Vonda Williams was appointed to the Board of Directors of Pitney Bowes Inc.(view source)
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$2.1B · +99.0% 1Y · Board B+ · LOW activist risk
James C. Kerr will retire as CFO effective October 1, 2026, succeeded by Ronald F. Stoops, who is currently the Vice President of Finance, also effective October 1, 2026.(view source)
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$110.2M · -92.5% 1Y · Board D · HIGH activist risk
The company discloses multiple people moves involving David Namdar exiting as CEO, William B. Miller entering as Interim Principal Executive Officer, and Alex Odagiu entering as Interim President and a Board member.(view source)
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$23.4B · +50.6% 1Y · Board A · LOW activist risk
On July 24, 2026, Mr. Michael Kneeland was appointed as a member of the Board of Directors of XPO, Inc., effective July 27, 2026.(view source)
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$69.9B · -17.6% 1Y · Board B · HIGH activist risk
On July 22, 2026, Irina Krasik was appointed to the Board of Directors of TransDigm Group Incorporated, effective immediately.(view source)
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$12.8B · -17.5% 1Y · Board C- · HIGH activist risk
On July 28, 2026, CNH Industrial N.V. announced several leadership transitions, including retirements and new appointments.(view source)
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$3.5B · +75.0% 1Y · Board B+ · LOW activist risk
Alan J. Glass will retire from his role as Vice President, Chief Legal Officer & Secretary effective September 30, 2026, while continuing as an employee on a reduced schedule until January 4, 2027.(view source)
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$26.1B · -26.6% 1Y · Board C- · HIGH activist risk
Nick Daffan will transition from Executive Vice President and Chief Information Officer to Strategic Advisor effective August 3, 2026, while Jeff Negrete will serve as interim Chief Information Officer.(view source)
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$7.4B · -45.3% 1Y · Board B- · HIGH activist risk
Stephen Page is retiring from the Board of Directors of AeroVironment, Inc. effective at the start of the 2026 Annual Meeting.(view source)
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$9.2B · +31.7% 1Y · Board A- · LOW activist risk
Mogens C. Bay is retiring from the Board of Directors effective December 26, 2026, and Catherine J. Paglia will take over as Chair of the Board.(view source)
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$10.0B · +10.0% 1Y · Board A- · LOW activist risk
On July 24, 2026, SPX Technologies appointed Brian Deck as a director of the company effective July 27, 2026.(view source)
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$6.0B · +41.3% 1Y · Board C+ · LOW activist risk
On July 27, 2026, James S. Filter was appointed as a director of Schneider National, Inc., increasing the Board’s size to eleven members.(view source)
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$1.4B · +3.1% 1Y · Board C+ · LOW activist risk
Fay West announced her retirement from the role of Chief Financial Officer at Tennant Company effective after her successor has been hired, but no earlier than April 2, 2027.(view source)
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$505.1M · +29.1% 1Y · Board C- · HIGH activist risk
Sudhanshu Priyadarshi is exiting his role as a director of Wabash National Corporation, effective August 1, 2026.(view source)
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$1.2B · +31.5% 1Y · Board B+ · LOW activist risk
On July 27, 2026, Mr. William E. Waltz was appointed as a member of the Board of Directors of Astec Industries, effective October 29, 2026, and will serve an initial term expiring at the 2027 annual meeting of stockholders.(view source)
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$2.6B · +24.1% 1Y · Board B- · ELEVATED activist risk
Dr. L. Thomas Richards has been elected as a director of Huron Consulting Group Inc. and appointed to several committees, effective July 23, 2026.(view source)
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$1.1B · +23.6% 1Y · Board C- · LOW activist risk
On July 22, 2026, Brian Cox was appointed as a Class III Director at Ameresco, Inc., effective August 1, 2026.(view source)
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$517.4M · +3.3% 1Y · Board C- · LOW activist risk
Rick Dunn is stepping down as CFO, effective August 21, 2026, while Dustin Greer is expected to become interim CFO.(view source)
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$10.7B · +30.4% 1Y · Board B- · ELEVATED activist risk
Douglas A. Milroy is resigning from the Board of Directors, effective July 31, 2026.(view source)
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$2.5B · +37.7% 1Y · Board B- · ELEVATED activist risk
On July 28, 2026, William M. Lambert announced his retirement as Chairman of the Board of Kennametal Inc., effective October 27, 2026, with Joseph Alvarado appointed as his successor.(view source)
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$1.7B · +34.9% 1Y · Board C- · LOW activist risk
Douglas C. Curling, a member of the Board of Directors for PROG Holdings, Inc., passed away on July 25, 2026, leading to a board size reduction from ten to nine members.(view source)
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$324.5M · -6.1% 1Y · Board D · ELEVATED activist risk
Carmen Chan has been appointed as Chief Financial Officer of ZipRecruiter, Inc., effective August 17, 2026, while David Travers will continue as President and will exit the interim CFO role at that time.(view source)
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$189.1M · +0.4% 1Y · Board D · LOW activist risk
Neil Bradford is retiring from the Board of Directors effective immediately.(view source)
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Healthcare— 22 companies
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$1.6B · -7.1% 1Y · Board C- · HIGH activist risk
Michael Severino has been appointed as Chief Executive Officer and a Class I director of Sarepta Therapeutics, replacing Douglas Ingram who will exit as CEO and Board member.(view source)
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$1.8B · +207.7% 1Y · Board C- · ELEVATED activist risk
On July 27, 2026, David Smith was appointed Interim CFO of Fortrea Holdings Inc., while Jason Knoblauch is on paid leave of absence due to pending litigation.(view source)
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$30.1B · +135.9% 1Y · Board C+ · HIGH activist risk
On July 23, 2026, Director Kenneth Burdick resigned from the Board, effective July 28, 2026, and on the same date, Paul Diaz was elected to the Board to fill the vacancy.(view source)
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$22.0M · +196.8% 1Y · Board D · LOW activist risk
On July 27, 2026, several key appointments and resignations occurred at the Company, including the introduction of new officers and a restructured Board of Directors following a merger.(view source)
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$3.9B · +131.6% 1Y · Board C- · LOW activist risk
On July 24, 2026, Dr. Harlan Robins transitioned from Chief Scientific Officer to a strategic consultant role at Adaptive Biotechnologies Corporation.(view source)
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$1.5B · +69.8% 1Y · Board C- · LOW activist risk
Jason O’Byrne, CFO, is stepping down; Brent Sabatini is appointed as interim principal financial officer.(view source)
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$44.0B · +42.3% 1Y · Board C · ELEVATED activist risk
Frederick J. Crawford and Paul J. Smith were elected as directors of Humana Inc., effective July 28, 2026.(view source)
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$561.2M · +735.9% 1Y · Board B- · LOW activist risk
Bipin Dalmia has been appointed as Chief Business of Relmada Therapeutics, Inc. effective July 28, 2026.(view source)
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$8.8B · +142.8% 1Y · Board B- · LOW activist risk
Jared Gollob, M.D. is retiring from his role as Chief Medical Officer, effective July 27, 2026, and Terence Rooney, M.D. is succeeding him as Chief Medical Officer on the same date.(view source)
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$2.2B · +113.5% 1Y · Board B · LOW activist risk
Ms. Mary Ann E. Moore is transitioning from her role as Executive Vice President, General Counsel, Chief Administrative Officer and Secretary, while Mr. David Haddock is entering as Executive Vice President, General Counsel and Secretary.(view source)
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$1.7B · +126.5% 1Y · Board C · LOW activist risk
Kiran Mazumdar-Shaw resigned from the Board and the Nominating and Corporate Governance Committee, while Jeremy Bender, Ph.D. and Christy Oliger were appointed to the Board as directors.(view source)
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$1.4B · -61.9% 1Y · Board C- · HIGH activist risk
Michael H. Carrel was appointed to the Board of Directors of Inspire Medical Systems, Inc. on July 20, 2026, serving as a Class III director.(view source)
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$9.7B · +22.4% 1Y · Board C+ · HIGH activist risk
Michael S. Ettinger and Mark E. Mlotek will transition out of their current roles as Executive Vice President and Chief Operating Officer and as Executive Vice President and Chief Strategic Officer, respectively, into senior advisory roles effective October 30, 2026.(view source)
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$6.3B · +48.3% 1Y · Board B · ELEVATED activist risk
Hege Sollie-Zetlmayer has been appointed to the Board of Directors of PTC Therapeutics, Inc., effective July 28, 2026, filling a vacancy.(view source)
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$3.9B · +11.8% 1Y · Board B · HIGH activist risk
On July 24, 2026, Martin Madaus was elected as a director of Haemonetics Corporation, effective immediately.(view source)
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$714.1M · +41.4% 1Y · Board C+ · LOW activist risk
On July 24, 2026, Charles Fuchs, M.D., M.P.H., was appointed as a Class II director on the Board of Directors of CytomX Therapeutics, Inc.(view source)
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$669.3M · +18.2% 1Y · Board C- · ELEVATED activist risk
CeriBell, Inc. announced multiple personnel changes on July 28, 2026, including the transition of William W. Burke and Joseph M. Taylor to new Class director roles and the appointment of Sharon L. O’Keefe and Thomas A. West as new Class I directors.(view source)
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$33.9M · -78.7% 1Y · Board C- · ELEVATED activist risk
Beverly Huss and Anne LeGrand resigned from the Board effective July 29, 2026.(view source)
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$31.5M · -71.6% 1Y · Board C- · ELEVATED activist risk
Shane Gleason is exiting his position as Chief Commercial Officer, effective July 31, 2026.(view source)
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$3.6M · -93.1% 1Y · Board D · ELEVATED activist risk
Seven directors were elected at the 2026 Annual Meeting including Dr. Andrew J. Cutler who was also appointed to the Compensation Committee.(view source)
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$5.6M · -62.0% 1Y · Board D · HIGH activist risk
On July 28, 2026, Sheila Gujrathi was appointed as a director to the board following the acquisition of Vidya.(view source)
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$4.1M · -80.3% 1Y · Board C · ELEVATED activist risk
On July 23, 2026, Adam Levy entered into a new Executive Employment Agreement with NexGel, Inc., replacing his previous agreement as CEO.(view source)
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Basic Materials— 11 companies
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$6.6B · +10.9% 1Y · Board C- · HIGH activist risk
On July 21, 2026, Celso L. Goncalves Jr. was appointed as President and Chief Financial Officer of Cleveland-Cliffs Inc., while Lourenco Goncalves transitioned to remain as Chairman and Chief Executive Officer but no longer holds the title of President.(view source)
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$3.3B · +41.2% 1Y · Board D · HIGH activist risk
On July 27, 2026, Ashland Inc. appointed Peter Thomas and Allen Spizzo as independent directors, effective immediately.(view source)
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$5.9B · -7.6% 1Y · Board C- · HIGH activist risk
Hiranda S. Donoghue is departing from her position as Executive Vice President, Chief Legal Officer, and Corporate Secretary effective July 31, 2026, and Jack N. Melamed will serve as interim Chief Legal Officer and Corporate Secretary.(view source)
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$4.6B · +24.8% 1Y · Board B- · LOW activist risk
On July 24, 2026, Sean D. Keohane announced his retirement as President and CEO and resignation as Director, effective September 30, 2026, while on July 29, 2026, Erica McLaughlin was elected as President and CEO and Director, effective October 1, 2026, transitioning from Executive Vice President.(view source)
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$11.2B · +1.4% 1Y · Board B- · HIGH activist risk
Owens Corning announces multiple personnel appointments including Jonathan M. Collins as CFO and Todd W. Fister as President and COO, effective on August 10, 2026.(view source)
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$1.5B · +34.6% 1Y · Board C- · HIGH activist risk
Jan Stern Reed resigned from the Board, effective July 27, 2026, while Randall S. Dearth and Susan M. Lewis were appointed as Chairs of their respective committees, and Matthew J. Eaken was appointed as Principal Accounting Officer, both effective July 28, 2026.(view source)
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$998.6M · +27.0% 1Y · Board C- · HIGH activist risk
On July 29, 2026, Keith Schwarz was appointed as an independent director of Tronox Holdings plc, effective immediately, and will also be a member of the audit committee.(view source)
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$50.6B · -8.6% 1Y · Board B+ · ELEVATED activist risk
Neil Barua has been appointed as an independent director of Carrier Global Corporation effective July 24, 2026, and will also serve on the Compensation Committee and Technology & Innovation Committee.(view source)
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$7.4B · -7.5% 1Y · Board C · LOW activist risk
Jennifer O. Kozak has been appointed as Senior Vice President, Chief Human Resources Officer, effective September 9, 2026.(view source)
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$7.2B · +9.0% 1Y · Board B · LOW activist risk
On July 28, 2026, AAON, Inc. appointed Robert L. Buttermore III and Patrick J. Jermain as independent directors filling newly created Class III positions.(view source)
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$624.1M · +27.3% 1Y · Board C+ · ELEVATED activist risk
Dr. Robert Quartermain is retiring as CEO, effective August 18, 2026, while Jack Henris is appointed as new CEO and Director, effective the same date.(view source)
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Technology— 21 companies
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$62.4B · +130.2% 1Y · Board B · ELEVATED activist risk
David I. Goulden has been appointed as a director of Hewlett Packard Enterprise Company effective July 24, 2026.(view source)
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$14.6B · +1.1% 1Y · Board D · HIGH activist risk
Effective July 27, 2026, Michael Lieb was appointed as the principal accounting officer of Unity Software Inc.(view source)
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$40.7B · +9.5% 1Y · Board B- · ELEVATED activist risk
On July 23, 2026, Richard J. Simoncic announced his resignation from Microchip Technology, effective August 17, 2026, to become CEO of Menlo Microsystems.(view source)
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$53.9B · +531.1% 1Y · Board A- · LOW activist risk
Vincent Retort, Executive Vice President of Global Reliability & Quality, is retiring from Lumentum Holdings Inc. effective October 2026, and will provide consulting services for two years following his retirement.(view source)
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$1.3B · -50.4% 1Y · Board D · LOW activist risk
On July 24, 2026, Jonathan Collins resigned as Chief Financial Officer, and Michael Easton was appointed as his successor effective August 8, 2026. Additionally, Matthew Lisowski was appointed as Chief Accounting Officer effective August 8, 2026.(view source)
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$1.2B · +180.2% 1Y · Board C · LOW activist risk
R. Brandon Asbill will retire from his role as General Counsel and Secretary on December 31, 2026, following a long tenure with the company.(view source)
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$297.7M · -38.7% 1Y · Board D · HIGH activist risk
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$3.1B · -17.0% 1Y · Board D · HIGH activist risk
On July 28, 2026, Ryan Manning was appointed as Chief Product and Technology Officer of Freshworks Inc., effective August 10, 2026.(view source)
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$7.5B · +91.1% 1Y · Board B · LOW activist risk
On July 30, 2026, Rob O’Hare was appointed as a director of the Board and a member of the Audit Committee at Clear Secure, Inc.(view source)
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$17.9B · +48.1% 1Y · Board C+ · ELEVATED activist risk
Bertrand Loy is retiring as Executive Chair and resigning from the Board, while James F. Gentilcore is appointed as Chair of the Board, and Robert A. Bruggeworth is appointed as a new director.(view source)
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$1.8B · -18.1% 1Y · Board C- · HIGH activist risk
Mr. Chris Drumgoole is resigning as President, Global Infrastructure Services effective July 30, 2026, and Paul J. Taylor is appointed as President, DXC effective August 10, 2026.(view source)
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$12.9B · -18.2% 1Y · Board C- · HIGH activist risk
Chandu Thota has been appointed as a Class II director of Dynatrace, effective July 27, 2026, as the Board increases its size from 10 to 11 directors.(view source)
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$5.9B · +10.9% 1Y · Board C- · HIGH activist risk
Ben Minicucci has been appointed to the Board of Directors of Lyft, Inc. as a Class II director, effective July 23, 2026.(view source)
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$27.1B · +24.4% 1Y · Board C- · ELEVATED activist risk
William R. McDermott resigned from his position as a director of Zoom Communications, Inc. on July 27, 2026.(view source)
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$821.3M · -46.5% 1Y · Board D · HIGH activist risk
Frank Colletti exited his position as Chief Revenue Officer of N-able, Inc., effective July 9, 2026.(view source)
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$1.7B · +26.6% 1Y · Board C- · LOW activist risk
Chris Shackelton was appointed as a Class II director of Sonos, Inc. on July 28, 2026, and Saori Casey, the Chief Financial Officer, announced her retirement effective July 29, 2026.(view source)
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$1.1B · — 1Y · Board B · LOW activist risk
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$3.8B · +60.4% 1Y · Board C+ · LOW activist risk
Evan Yu has been elected to the Board of Diodes Incorporated, effective August 1, 2026.(view source)
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$816.6M · — 1Y · Board UN · ELEVATED activist risk
Anuj Goel will enter the role of Chief Financial Officer effective August 24, 2026, following Timothy Broadfoot’s resignation from the same role, effective August 24, 2026.(view source)
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$15.7M · -85.8% 1Y · Board D · HIGH activist risk
On July 24, 2026, Mr. Martin Petraitis was terminated from his position as Vice President of Sales at Cyngn Inc.(view source)
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$261.2M · -5.6% 1Y · Board D · LOW activist risk
On July 29, 2026, Colleen Martin-Garcia was appointed as the principal accounting officer of 8×8, Inc., transitioning from her role as Senior Vice President and Chief Accounting Officer, while Kevin Kraus returned to his role as Chief Financial Officer after serving as the principal accounting officer.(view source)
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Consumer Defensive— 9 companies
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$14.0B · -5.6% 1Y · Board D · HIGH activist risk
On July 27, 2026, John F. Ghingo was appointed as President and CEO of Hormel Foods Corporation, effective October 26, 2026, transitioning from his current role as President.(view source)
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$3.5B · -35.7% 1Y · Board A- · LOW activist risk
On July 29, 2026, James J. Rhyu exited as CEO and Chair of the Board, while Robert E. Knowling, Jr. entered as the new CEO, and Steven B. Fink was appointed Chair of the Board.(view source)
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$22.3B · -21.7% 1Y · Board C- · HIGH activist risk
E. Morgan Flatley has been appointed to the Human Resources Committee of Constellation Brands, Inc. effective July 22, 2026.(view source)
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$7.2B · -12.6% 1Y · Board D · HIGH activist risk
Thomas McGough will retire from his position as Executive Vice President and Chief Operating Officer by September 4, 2026, and the COO position will be eliminated following his retirement.(view source)
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$286.5M · -82.8% 1Y · Board D · HIGH activist risk
Brijesh Krishnaswamy has been appointed as the Chief Operating Officer, effective August 24, 2026, and Ethan Brown has been appointed as a Class III director effective July 28, 2026, following the resignation of Raphael Thomas Wallander.(view source)
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$30.7B · -8.0% 1Y · Board C- · HIGH activist risk
Jennifer Hyman is retiring from the Board of Directors of The Estée Lauder Companies Inc., effective November 16, 2026.(view source)
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$335.2B · -3.1% 1Y · Board C+ · ELEVATED activist risk
On July 29, 2026, Jon R. Moeller will retire as Executive Chairman of the Board and as a member of the Board effective July 31, 2026, while Shailesh G. Jejurikar has been appointed as Chairman of the Board effective August 1, 2026.(view source)
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$6.3B · -21.7% 1Y · Board B- · ELEVATED activist risk
On July 28, 2026, Kenneth Escoe was appointed as a member of the Audit Committee of Ingredion Incorporated’s Board of Directors after his election as a director on June 11, 2026.(view source)
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$4.3B · +10.8% 1Y · Board A · LOW activist risk
Covista Inc. appointed Ms. Emily Chiu and Ms. Leslie Storms as independent members of its Board effective August 17, 2026.(view source)
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Communication Services— 4 companies
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$931.4M · -82.8% 1Y · Board D · HIGH activist risk
On July 29, 2026, Alisa Bowen was appointed as a director of FuboTV Inc. effective immediately.(view source)
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$192.5B · +15.7% 1Y · Board C · ELEVATED activist risk
Verizon’s CEO, Daniel H. Schulman, had his employment agreement amended extending his term and adjusting compensation details.(view source)
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$10.4B · +41.6% 1Y · Board C- · ELEVATED activist risk
Wayne D. Thorsen will exit his role as Executive Vice President and Chief Operating Officer effective July 31, 2026.(view source)
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$304.7B · -38.2% 1Y · Board B+ · LOW activist risk
On July 26, 2026, Anne Sweeney exited her position from the Board of Directors of Netflix, Inc.(view source)
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Energy— 3 companies
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$16.7B · +120.7% 1Y · Board A- · ELEVATED activist risk
Eric Nitcher is retiring from his role as Executive Vice President, General Counsel, effective July 31, 2026, but will remain an employee for advisory support through the end of the year.(view source)
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$1.1B · +38.8% 1Y · Board B+ · LOW activist risk
On July 28, 2026, NPK International Inc. appointed Ms. Kristen J. Pederson as a Director, increasing the size of the Board from seven to eight directors.(view source)
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$1.8B · +5.4% 1Y · Board C · LOW activist risk
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Consumer Cyclical— 11 companies
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$2.2B · +77.0% 1Y · Board C- · HIGH activist risk
On July 28, 2026, John E. Schlifske retired from the Board and stepped down as Chair of the Board, while Wendy Arlin was appointed as the new Chair, and Niren Chaudhary was appointed to the Board as a director.(view source)
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$5.8B · +141.4% 1Y · Board A- · LOW activist risk
David J. Crompton is appointed as a Director of Garrett Motion Inc. and to the Technology & Innovation Committee, effective July 21, 2026.(view source)
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$3.7B · -63.3% 1Y · Board B- · HIGH activist risk
Jonathan Truppman is appointed as Chief Legal Officer and Secretary, effective August 24, 2026.(view source)
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$3.5B · +104.9% 1Y · Board C+ · LOW activist risk
Kenneth Pilot was appointed as a new Director on the Board of Steven Madden, Ltd., effective October 1, 2026.(view source)
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$5.9B · +20.2% 1Y · Board C- · ELEVATED activist risk
On July 29, 2026, V.F. Corporation announced the appointments and changes in its senior leadership, including Abhishek Dalmia being appointed as CFO and Paul Vogel transitioning to an advisory role.(view source)
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$3.0B · +10.0% 1Y · Board B+ · LOW activist risk
Jed Dolson will be promoted to Co-Chief Executive Officer of Green Brick Partners, Inc. effective October 15, 2026.(view source)
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$11.8B · +14.8% 1Y · Board C+ · LOW activist risk
Mr. Watts will continue to serve as a member of the Board after the rejection of his conditional resignation by the Board on July 29, 2026.(view source)
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$5.4B · +6.6% 1Y · Board C- · ELEVATED activist risk
William Hornbuckle has been appointed as a director of Vail Resorts, Inc., effective August 3, 2026.(view source)
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$4.6B · +50.4% 1Y · Board B- · LOW activist risk
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$1.2B · +34.4% 1Y · Board B- · LOW activist risk
On July 30th, 2026, Mark Thornton resigned from the Board of Directors of XPEL, Inc., effective immediately due to a new policy by his employer.(view source)
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$54.3M · -51.4% 1Y · Board C- · HIGH activist risk
Kim Roy transitioned from Executive Director to continue as a member of the board of directors, effective July 6, 2026.(view source)
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Financial Services— 11 companies
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$5.4B · -17.7% 1Y · Board C · HIGH activist risk
On July 20, 2026, Jonathan Bock resigned as Co-Chief Executive Officer of Blackstone Secured Lending Fund.(view source)
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$1.2B · +53.8% 1Y · Board C+ · HIGH activist risk
Alberto Capriles is retiring as Chief Risk Officer effective July 22, 2026, while Yecimar Tirado Camacho is appointed as the new Chief Risk Officer effective the same date.(view source)
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$608.6M · -59.9% 1Y · Board A · ELEVATED activist risk
On July 29, 2026, Christopher D. Adams was appointed as Executive Chair of the Board of Directors, while Thomas Lane was appointed as Lead Independent Director, both effective the same date.(view source)
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$65.9B · -9.3% 1Y · Board B- · HIGH activist risk
On July 22, 2026, David Johnson, Lead Independent Director, passed away, leading to the election of Ralph Nicoletti as the new Lead Independent Director and the appointment of John Coldman to Compensation and Nominating/Governance Committees.(view source)
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$3.7B · +33.9% 1Y · Board C · LOW activist risk
On July 27, 2026, Tim Bixby is transitioning from CFO to a Class III member of the Board effective January 1, 2027, while Nick Stead is entering the role of CFO effective the same date.(view source)
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$531.8M · +42.8% 1Y · Board B- · LOW activist risk
On July 23, 2026, Sierra Bancorp established the position of Director Emeritus and adopted a Retirement Plan for Directors Emeritus, effective on the same date.(view source)
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$5.8B · +10.1% 1Y · Board B · ELEVATED activist risk
Ravi Mohan will resign as Chief Technology Officer effective August 14, 2026, and will separate from the company on October 25, 2026.(view source)
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$1.5B · -11.2% 1Y · Board C- · ELEVATED activist risk
On July 21, 2026, Eugene N. Padgett resigned as Chief Accounting Officer of TWFG, Inc., and Janice Zwinggi was appointed to this role while continuing as Chief Financial Officer.(view source)
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$9.0B · +37.8% 1Y · Board C+ · LOW activist risk
On July 28, 2026, Simone Lagomarsino was appointed to the Board of Directors of Columbia Banking System, Inc., effective September 1, 2026.(view source)
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$304.2M · -42.1% 1Y · Board D · ELEVATED activist risk
On July 24, 2026, Jeffrey E. Whicker exited his role as Executive Vice President and Chief Financial Officer of GBank Financial Holdings Inc., and Olivia M. Caley will continue serving as Principal Financial Officer while a search for a new CFO is conducted.(view source)
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$786.9M · +26.7% 1Y · Board B- · LOW activist risk
Nathan E. Tagg was appointed to the Board of Directors of Independent Bank Corporation as a Director, effective July 21, 2026, following the company’s acquisition of HCB Financial Corp.(view source)
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Utilities— 1 company
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$48.8B · +11.4% 1Y · Board C- · ELEVATED activist risk
On July 29, 2026, Peter Carter was elected to the Board of Directors of Xcel Energy Inc. and appointed to the Audit Committee and Governance, Compensation and Nominating Committee.(view source)
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Real Estate— 1 company
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$3.7B · +14.3% 1Y · Board C+ · LOW activist risk
On July 22, 2026, Christian Maingot was appointed as Chief Operations Officer of National Health Investors, Inc., effective July 27, 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.