Activism
The latest Activism coverage from the Boardroom Alpha desk. Back to all research.
Activism
Page 1Third Point is right to push Strata Critical Medical toward a market test
The former Blade Air Mobility, worth about $384 million, has spent most of its SPAC cash, and its overhead still tops gross profit. Its co-CEOs double as CFO and general counsel.
Medtronic shareholders are down 12% in five years. They vote Thursday.
The S&P 500 returned 92% over the same stretch. The CEO is also chairman, and he chairs both committees the board set up after talks with Elliott. Our item-by-item read.
Stride settles with activist Fivespan, adding its founder to the board
Fivespan’s founder will co-chair a new committee on capital structure and allocation at a company holding $1 billion of cash and securities, and an online-education veteran joins…
Restaurant Sector Review, October 2026
Boards paid to keep their CEOs. Shareholders judged the terms.
CEA Industries Agrees to Add Three YZi Labs-Backed Directors Amid 92% Stock Collapse
CEA Industries Inc. (BNC) and YZi Labs Management Ltd. signed a cooperation agreement on June 23, 2026, expanding the board to six directors and immediately seating three YZi…
Proxy Fights to Watch in 2026: Pacira, Medallion, Genco & Seer
Boardroom Alpha’s 2026 proxy-fight tracker: Pacira, Medallion, Genco and Seer head to contested votes in June and July — after CarMax, WEX and Lululemon settled with activists.
Why Lululemon Settled: The Signals That Pointed to a Deal, Not a Vote
Chip Wilson won’t get the clean victory he sought — or the defeat the board wanted to hand him. He gets a settlement. We read the dynamics that produced it.
2026 Proxy Season Scorecard: Six Say-on-Pay Failures, AI Lands on Mega-Cap Ballots, and the Anti-ESG Pile-Up
Through May 21, 2026, U.S. public-company shareholders rejected six annual-meeting Say-on-Pay packages outright, voted against 18 directors at 14 companies, and crushed dozens of…
Viasat Agrees to Add Two Carronade-Backed Directors
Viasat Inc. (VSAT) has entered into a cooperation agreement with Carronade Capital Management, expanding its board from eight to ten directors. This agreement comes as Viasat…
Impactive Capital Secures Full Three-Seat Slate at WEX
Impactive Capital has reached a cooperation agreement with WEX Inc., securing all three board seats it sought. The agreement follows a proxy contest and addresses WEX’s…
Beretta Holding Gains Two Seats at Sturm Ruger After Proxy Fight
Sturm, Ruger & Co. Inc. (RGR) and Beretta Holding S.A. have reached a cooperation agreement granting Beretta the right to appoint two independent directors post-2026 Annual…
Appaloosa Unloads on Whirlpool
In a blistering letter, Appaloosa Management’s David Tepper accused Whirlpool (NYSE: WHR) of “destroying hundreds of millions of dollars of shareholder value” through…
Beretta Seeks (and Will Likely Get) a Boardroom Overhaul at Sturm, Ruger & Co.
Beretta Holding S.A. moves for board control at Sturm, Ruger & Co. (RGR), citing underperformance and a board that is only out for themselves.
PENN Entertainment Settles Bitter HG Vora Feud: A Three-Seat Ransom to End Litigation
After a 2025 proxy battle that moved from the ballot box to the federal courtroom, PENN Entertainment has finally blinked. By expanding its board to 11 seats and appointing three…
Anson Funds on a Roll with Clear Channel Outdoor Sale and SPS Commerce Deal
In only a few short years Anson Funds has established a track record of successful outcomes. The Clear Channel Outdoor sale and SPS Commerce deals add further proof.
Weekly Boardroom & Executive Moves: November 28, 2025
CEO turmoil at Children’s Place & Six Flags amid massive losses. See key executive and board changes at Dell, Keurig Dr Pepper, and more this week.
Weekly Boardroom & Executive Moves: November 21, 2025
Key leadership changes this week: Citi names Gonzalo Luchetti CFO, Xerox appoints Chuck Butler CFO amid losses, and Irenic gets a board seat at Aktore.
Weekly Boardroom & Executive Moves: November 7, 2025
CarMax CEO William Nash exits after -58% TSR; 1-800-FLOWERS, DENTSPLY, Kenvue, and HighPeak make key leadership changes amid pressure.
Elon Musk vs. Proxy Advisors: Control, Complexity, and the Corporate Governance Clash
Tesla and Elon Musk’s fight with proxy advisors ISS and Glass Lewis has become a flashpoint in the broader battle over who really controls corporate governance. The All-In Podcast…
Weekly Boardroom & Executive Moves: October 24–31, 2025
Organon CEO Kevin Ali exits amid losses; FISERV, NXP, and Murphy USA announce major leadership changes. See this week’s key board and executive moves.
Executive Moves Update – October 24, 2025
Baxter COO Heather Knight exits amid losses; Textron names Lisa Atherton CEO; Citi elevates Jane Fraser to Chair. See this week’s top boardroom moves.
Which Directors Deserve Your Vote? November 2025 Shareholder Meeting Insights from Boardroom Alpha
November’s shareholder votes spotlight AI-fueled winners and activist targets. See which boards earn support—and which face “against” votes—based on Boardroom Alpha’s data-driven…
Executive Moves Update – October 17, 2025
This week’s transitions include CEO changes at Verizon, LendingTree, and Kemper, plus CFO shifts at Becton Dickinson, Ameren, Ardelyx, and Starboard placing Peter Feld at Bill.
Executive Moves Update – October 10, 2025
Core Natural Resources, Acadia Healthcare, and Campbell’s replace top leaders amid performance struggles, while Diebold Nixdorf, IDEXX, and Dycom strengthen leadership following…