Activism
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Activism
Page 2Executive Moves Update – September 12, 2025
Notable executive changes this week: Sarah Noonberg at AbCellera, Joshua Reed at Alkermes, Kenneth Duda at Arista, and CEO transition at CF Industries.
Director Support & Say-on-Pay: September 2025 Shareholder Votes to Date
September 2025 shareholder votes to date: Nike board protected by unequal share class voting power; Under Armour should be feeling more heat; and more.
Executive Moves Update – September 5, 2025
Weekly U.S. executive changes: Todd Morgenfeld (Axon), Balazs Fejes (EPAM), Mike Rosenbaum (DocuSign), and others in key leadership roles and governance shifts.
Which Directors Deserve Your Vote? September Shareholder Meeting Insights from Boardroom Alpha
Investor guide to September shareholder meetings: Boardroom Alpha’s Voting Guidance Engine shows which directors at PepsiCo, Gen Digital, and Honeywell deserve support—and where…
Elliott Pushes for Change at PepsiCo – And Why Boardroom Alpha Agrees
Elliott takes a $4B stake in PepsiCo, pushing for change. Boardroom Alpha analysis shows lagging TSR, governance red flags, insider selling, and weak board ratings. Our vote…
Executive Moves Update – August 29, 2025
This week’s executive moves include Philip Carter at AMD, Jamie McConnell at Chipotle, and Martin Patterson at Liberty Broadband, among others.
AstroNova Settles Proxy Fight with Askeladden Capital
AstroNova and Askeladden Capital reached a cooperation agreement on August 21, 2025, following a contested proxy fight. The deal adds a new independent director, sets standstill…
Executive Moves Update – August 22, 2025
This week’s executive changes: Target CEO succession (Michael Fiddelke), Hershey Chair transition (Huong Kraus), Dollar General CFO exit, and more.
Activist Investors Shake Up Portfolios: Q2 2025 13F Highlights
The latest 13F filings reveal huge activist investor moves. See which stocks Elliott, Anson, Corvex, Maverick, Third Point, and Starboard are buying, selling, and betting big on…
Executive Moves Update – August 15, 2025
Weekly executive moves roundup: Albemarle COO Netha N. Johnson to exit; Avantor names Emmanuel Ligner CEO; H&R Block CEO Jeffrey J. Jones II retiring; Lyft co-founders Logan Green…
CEO Pay: Elon Musk Gets $24 Billon Stock Award from Tesla Board
Tesla’s board awards Elon Musk $24 billion in stock. Will this provide the right incentives to drive a renewed focus at TSLA for Musk and turn around what many consider a company…
Executive Moves Update – August 1, 2025
CEO and CFO transitions at Dexcom, Carlyle, Roku, Warner Bros. Discovery, MetLife, and Five9. New board members at Chevron, BioMarin, Celestica, Elevance Health, GXO Logistics,…
Executive Moves Update – July 25, 2025
Highlights include new CEOs at Avantor, Dentsply Sirona, and Globus Medical, and board appointments at American Express, Eaton, and Marvell Technology.
Executive Moves Update – June 18, 2025
A summary of executive moves at U.S. public companies for the week including CEO and CFO changes at Kenvue, Liberty Broadband, Agilent, Dollar General, and Newmont, plus board…
Executive Moves Update – June 11, 2025
Discover this week’s executive moves at Apple, Baxter, Hershey, Akamai, and more—including CEO, CFO, and board changes across U.S. public companies.
Executive Moves Update – June 27, 2025
CEO Exits at ASANA & DTE, Board Changes at Netflix, Starbucks & FedEx — This Week’s Executive Moves.
Executive Moves Update – June 20, 2025
Track the latest CEO, CFO, and boardroom changes across public companies. This week’s highlights include new leadership at Yum! Brands, GXO Logistics, Athene, and more.
Executive Moves Update (CEO, CFO, Directors) – June 13, 2025
CEO, CFO, Director and other top executive moves from the past week.
Executive Moves Update (CEO, CFO, Directors) – June 6, 2025
CEO, CFO, Director and other top executive moves from the past week.
Update on 2025 DEI / ESG Shareholder Proposal Results (Proxy Season 2025)
It’s clear shareholders want their companies to stick to business as DEI and ESG shareholder proposals receive little support in 2025 so far.
CEO Pay: The $25 Million Plus Pay Club (2025)
Membership in the CEO $25 Million Plus Pay Club keeps growing as does pay for the CEOs. See which CEOs in the club, which shouldn’t be, and which shareholders are coming after.
Why Boardroom Alpha Looks Past Prestige to Track Real Governance Performance
The WSJ’s Top 10 directors may look impressive on paper, but a deeper dive reveals troubling performance and shareholder losses. Prestige isn’t always performance—see the red…
Harley-Davidson’s Board Needs to Change. Can H Partners Make it Happen?
HOG’s board and executive team needs a shake-up. Can the Jared Dourdeville led H Partners campaign finally make it happen?
An Early Look at DEI / ESG Shareholder Proposal Results and Upcoming Votes (Proxy Season 2025 Update)
Shareholders show low support for DEI / ESG proposals, but show strong support for proposals that align board/execs to shareholders.