Governance
The latest Governance coverage from the Boardroom Alpha desk. Back to all research.
Governance
Page 1
CEO Pay: The $25 Million Plus Pay Club (2026)
Boardroom Alpha’s 2026 ranking of every U.S. public-company CEO paid $25M+ in fiscal 2025 — 207 in all, led by Welltower Inc’s $821.1M package, which drew just 19% Say-on-Pay…
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…
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…
Executive Moves Update – October 3, 2025
Allstate names Mario Rizzo COO; Avery Dennison appoints Francisco Melo; GE adds Wesley Bush. See this week’s key executive and board changes.
FedEx 2025 Annual Meeting: A Company Sleepwalking Toward Another Activist Campaign?
FedEx (FDX) shareholders send mixed signals while the firm could again become the target of activist investors. Will a say-on-pay vote failure, low support for new director Smith,…
September 2025 Proxy Votes: Where Patience Should Be Running Out
September 2025 proxy voting results: Which company boards earned shareholder support and which faced rejection? Analysis of director elections, say-on-pay votes, and governance…
Anson Funds and Clear Channel Outdoor: A Potential Proxy Fight
Who would win a proxy showdown at Clear Channel? Anson Funds is pushing for a sale—get the analysis and implications for investors.
Which Directors Deserve Your Vote? October Shareholder Meeting Insights from Boardroom Alpha
October shareholder meetings are here. See which directors to support, monitor CEO transitions, and assess activist risk with Boardroom Alpha insights.
Executive Moves Update – September 19, 2025
Struggling Crown Castle names Christian Hillabrant CEO, Dexcom appoints interim leaders, Canopy Growth installs CFO amid losses, Bank of America strengthens leadership team. See…
Executive 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.