Activism
The latest Activism coverage from the Boardroom Alpha desk. Back to all research.
Activism
Page 3Executive 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.
Proxy Fight Progress: Ancora Drops Their Contest. TRC, NHI, PSX Meetings Set
Match Group (MTCH) makes changes to try to appease shareholders, but the incremental steps won’t be enough to end the proxy fight.
Match Group Scrambles to Appease Shareholders After Anson Push
Match Group (MTCH) makes changes to try to appease shareholders, but the incremental steps won’t be enough to end the proxy fight.
Opposing Goldman Sachs’ Retention Bonus is Irrational
Why ISS and Glass Lewis are wrong to tell Goldman Sachs shareholders to vote against the Solomon / Waldron retention compensation.
Which CEOs Are on the Hot Seat? Boardroom Alpha’s New Score Reveals Elevated Risk
Which CEOs are at risk of losing their jobs? Boardroom Alpha’s CEO Hot Seat Score reveals the executives facing the highest turnover risk based on real-time performance,…
Starboard Challenges Autodesk: Proxy Fight Looms Over Governance & Performance
Starboard Value is challenging Autodesk’s governance and financial performance, pushing for board changes in a high-stakes proxy fight. Learn about the activist campaign, SEC…
Can Engaged Capital Revitalize YETI?
Engaged Capital makes a necessary push at YETI while their board/management seem stuck and shareholders continue to lose.
Will a Proxy Fight with Anson Save Match Group?
Match (MTCH) has three powerful activists pushing for change. Will a stagnant, entrenched board see the light or waste shareholder dollars fighting change?
Whetstone Capital Advisors Launches Proxy Fight at OptimizeRX
Whetstone Capital will likely get its two board seats and strategic changes, but longer-term shareholders likely won’t recoup their losses.
Boardroom Alpha Weekly – March 7, 2025
Kenvue and Starboard Settle. Landsea pushed by Mill Road Capital. Elliott files preliminary contested proxy. Latest CEO/CFO moves. Helmerich & Payne directors not feeling the pain?
loanDepot and Anthony Hsieh Expand Cooperation Agreement Amid CEO Transition
loanDepot (LDI) founder Anthony Hsieh asserts himself with an extended cooperation agreement — Hsieh becomes Executive Chair, Frank Martell gone as CEO, and Board…
Starboard Ends Proxy Fight at Kenvue Following Cooperation Agreement
Starboard and Kenvue end their proxy fight with an agreement to add three new directors, including Starboard’s Jeffrey C Smith.
Mill Road Capital Pushes for Change at Landsea Homes – Nominates Three Directors
Mill Road Capital nominates three directors to the board of Landsea Homes (LSEA) as proxy fight kicks off. All three directors are tied to Mill Road and prior activism.
Elliott Management Takes Aim at Phillips 66 Board with Director Nominations and Governance Proposal
Elliott files its preliminary proxy for its contest with Phillips 66 (NYSE: PSX) and nominates seven directors and pushes to declassify the board.
Activists Take Aim at Portillo’s and Quanterix in New Proxy Battles
Engaged Capital and Kent Lake launch activist proxy fights at Portillo’s and Quanterix, pushing for board changes to unlock shareholder value.
Daktronics (DAKT) and Alta Fox Resolve Reincorporation Dispute
Daktronics (DAKT) adds Bucks President Peter Feigin to the board as Alta Fox agrees to support reincorporation.
Boardroom Alpha Weekly – February 28, 2025
Garden Investments off to a fast start. Starboard is busy. Shareholders losing out at Johnson Outdoors. A slate of new CFOs come into high pressure situations.
Activism Update – June 28
Braemer Hotels (BHR) postpones shareholder meeting to October. MASI (v Politan) and Arex (v EHAB) release investor presentations. LL (v F9) liquidity concerns take center stage.
Activism Update – June 21
Braemer Hotels (BHR) and Blackwells continue their nasty fight. Masimo (MASI) takes more swings at Politan. LL Flooring Holdings (LL) and F9 Investments send dueling letters to…