Altria (MO) named a new CEO and CFO, Omega (OHI) doubled up too, and Wendy’s (WEN) reached its third CEO in three years — a C-suite week with 24 CEO changes and 21 CFO changes.
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 — a rolling window that’s immune to data-coverage drift.
| Role | This Week | MTD | Last 12 Mo. | Prior 12 Mo. | YoY |
|---|---|---|---|---|---|
| CEO transitions | 5 | 33 | 482 | 466 | +3.4% |
| CFO transitions | 13 | 54 | 705 | 734 | -4.0% |
| Director adds | 59 | 184 | 2,737 | 2,785 | -1.7% |
| Director exits | 137 | 389 | 2,845 | 2,867 | -0.8% |
C-Suite Resets Meet Market Rebounds
Orderly Mega-Cap Handoffs
Altria (MO) turned succession into a two-seat reset, elevating Salvatore Mancuso from CFO to CEO and naming Heather Newman CFO after William Gifford retired. Mancuso has run finance since April 2020, and the stock is near a five-year high, but it collapsed 31% from its May 2022 peak before this run; this reads as an orderly handoff, not a rescue.
ALTRIA GROUP INC (MO)Consumer Defensive
$123.1B · 1Y TSR +32.7% · board B+ · activist LOW
5Y max drawdown: 30.5% (peak 2022-05-02 → trough 2023-10-23)
Altria Group, Inc. announced personnel changes including the appointment of Salvatore Mancuso as CEO, Heather A. Newman as CFO, and the retirement of William F. Gifford, Jr. as CEO.
Philip Morris International (PM) also swapped finance chiefs, appointing Massimo Andolina as CFO while Emmanuel Babeau shifts into an advisory role through March 2027. The read is stability: PM carries an A- board rating and has compounded ahead of the S&P over five years, though its one-year return still trailed the index by about 16 points.
Multi-Seat Resets
Omega Healthcare Investors (OHI) named Matthew Gourmand CEO, Neal Ballew CFO and Lucas Golem chief accounting officer while Taylor Pickett and Robert Stephenson exited. A CEO-CFO-CAO reshuffle at a $14.4B healthcare REIT is a real reset, though the stock’s 41% one-year gain gives the board air cover.
Flagstar (FLG) pushed Joseph Otting into the executive chairman and CEO seat, while Richard Raffetto and Lee Smith became co-presidents and co-COOs. The structure looks like command-and-control after churn: 2 CEOs in 3y · 2 CFOs in 3y, 15 director exits over five years, a C- board rating and HIGH activist risk.
Consumer Cyclicals Keep Replacing Chiefs
Consumer Cyclical led the week’s C-suite turnover with 8 CEO/CFO transitions. That sector heat matters because repeated CEO changes rarely signal confidence; they usually mean the operating story still has not landed.
Wendy’s (WEN) tapped Robert Wright as CEO and sent Kenneth Cook back to CFO, the third CEO change in three years. That looks like a search for the operating story, not a succession plan, with shares down 30% while the S&P gained 27 — a roughly 58-point hole.
Choice Hotels (CHH) moved Patrick Pacious out of the CEO role and put Dominic Dragisich in as interim CEO on May 20. The board has had no director exits in five years, but the stock is down 12% over one year while the S&P rose 27, about 39 points behind.
Tech Winners Rotate the Bench
VIAVI Solutions (VIAV) shifted audit-committee leadership from Donald Colvin to Joanne Solomon and added Doug Gilstrap to corporate development. Colvin, a former Caesars finance chief, hands the audit chair to Solomon, who ran finance at Maxeon, Katerra and Amkor; the stock collapsed 61% from its June 2021 peak before rebounding to a 179% five-year return.
VIAVI SOLUTIONS INC (VIAV)Technology
$11.5B · 1Y TSR +437.7% · board A- · activist LOW
5Y max drawdown: 61.1% (peak 2021-06-07 → trough 2024-06-24)
On May 12, 2026, two personnel moves occurred within Viavi Solutions Inc.: Donald Colvin exited his role as Chair of the Audit Committee and Joanne Solomon entered as the new Chair, while Doug Gilstrap was appointed to the Corporate Development Committee.
ON Semiconductor (ON) said Simon Keeton stepped down from officer posts after running Power Solutions since 2024; he stays through Sept. 30 to support the transition. ON is not broken — shares are up 151% in a year — but the stock collapsed 68% from its July 2023 peak before ripping back, and the company screens at ELEVATED activist risk.
ON SEMICONDUCTOR CORP (ON)Technology
$43.0B · 1Y TSR +151.1% · board A- · activist ELEVATED
5Y max drawdown: 67.9% (peak 2023-07-24 → trough 2025-03-31)
Simon Keeton stepped down from all officer positions at ON Semiconductor Corporation on March 9, 2026, with an extended employment date until September 30, 2026, to support the transition to his successor.
Role Moves To Watch
CEO Transitions
- Rogers Corp (ROG) made Ali El-Haj permanent CEO after an interim stint, with shares still down 6% over five years.
- Simon Property Group (SPG) appointed 38-year-old Eli Simon CEO and president, handing the $66.4B REIT to a next-generation operator.
CFO Transitions
- CRH (CRH) appointed 47-year-old Aylwyn Bryan CFO, its third finance chief in three years despite an A board rating.
- FedEx (FDX) named Claude Russ interim chief accounting officer as Guy Erwin resigns, a finance-bench change at a $92.8B company.
Board / Director Changes
- Upstart (UPST) added Tim Wennes and lost Jeff Huber, a D-rated company screening HIGH activist risk after a 34% one-year drop.
- Krystal Biotech (KRYS) elected Christopher Mason with 84% support, notable dissent at an A- board despite a 140% one-year gain.
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 | 4.5% | 24.0% | 3.9% | 23.4% |
| Energy | 129 | 4.7% | 21.7% | 1.6% | 23.3% |
| Basic Materials | 171 | 3.5% | 17.5% | 5.8% | 23.4% |
| Industrials | 418 | 2.4% | 15.8% | 5.0% | 21.5% |
| Consumer Cyclical | 359 | 2.5% | 15.3% | 2.5% | 23.4% |
| Technology | 478 | 2.1% | 15.1% | 2.5% | 21.8% |
| Healthcare | 787 | 2.2% | 14.2% | 3.2% | 20.8% |
| Financial Services | 548 | 2.4% | 13.0% | 2.4% | 13.1% |
| Communication Services | 127 | 0.0% | 12.6% | 4.7% | 14.2% |
| Real Estate | 221 | 0.9% | 10.9% | 0.9% | 13.6% |
Beyond the headline
Whiplash Changes
FuelCell’s changes come after a 525% one-year surge after big shareholder losses over the last several years.
Industrials— 16 companies
|
$1.4B · +525.1% 1Y · Board D · HIGH activist risk
John Livingston has been elected as a new director and appointed to two committees at FuelCell Energy, effective May 19, 2026.(view source)
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$92.8B · +83.3% 1Y · Board B- · ELEVATED activist risk
Guy M. Erwin II is resigning as Corporate Vice President and Chief Accounting Officer, effective May 31, 2026, and Claude F. Russ is appointed as Interim Chief Accounting Officer starting June 1, 2026.(view source)
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$4.6B · +159.5% 1Y · Board C+ · LOW activist risk
Lukas Biewald has been appointed as a member of the Board of Directors for Xometry, Inc. effective May 20, 2026.(view source)
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$616.7M · -40.0% 1Y · Board D · HIGH activist risk
Scott Hortenstine is transitioning to the role of principal accounting officer and Vice President and Controller at Sabre Corporation effective July 1, 2026, succeeding Jami Kindle.(view source)
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$7.9B · -13.0% 1Y · Board C- · ELEVATED activist risk
Carrie Anderson has been appointed as the Executive Vice President and Chief Financial Officer of A. O. Smith Corporation effective July 1, 2026, succeeding Charles T. Lauber, who is retiring.(view source)
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$555.4M · +62.0% 1Y · Board A · LOW activist risk
The company announced the election of Travis J. Boone and Robert S. Ledford as Class I Directors and the retirement of Thomas N. Amonett and Margaret M. Foran from the Board.(view source)
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$1.1B · +30.8% 1Y · Board D · HIGH activist risk
Four individuals, Andrew S. Broderick, Bernard L. Han, Anthony D. Salcido, and Alejandro D. Wolff were elected to the Board of Directors as Class II directors for a three-year term on May 14, 2026.(view source)
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$78.3B · +18.3% 1Y · Board C+ · ELEVATED activist risk
At the 2026 Annual Meeting, shareholders elected eleven directors to the Board of Northrop Grumman Corporation.(view source)
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$6.4B · +64.9% 1Y · Board C- · LOW activist risk
Guy C. Hachey has been appointed as the Company’s lead independent director, effective immediately following the 2026 Annual Meeting.(view source)
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$1.8B · -24.3% 1Y · Board C · HIGH activist risk
Richard H. Raborn is retiring as Executive Vice President of the Vegetation Management Division of Alamo Group Inc. on May 29, 2026.(view source)
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$940.6M · +67.8% 1Y · Board B+ · LOW activist risk
Several individuals were elected to serve as directors of the Company during the Annual Meeting held on May 13, 2026.(view source)
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$14.9B · +23.9% 1Y · Board A- · LOW activist risk
Alan S. McKim will retire from his roles as Executive Chairman of the Board and Chief Technology Officer effective upon appointment of a new Chairman.(view source)
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$2.1B · -5.5% 1Y · Board C- · ELEVATED activist risk
On May 14, 2026, CoreCivic, Inc. elected eleven directors to its Board of Directors during its annual meeting.(view source)
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$71.9B · +4.7% 1Y · Board C+ · ELEVATED activist risk
On May 19, 2026, Randall J. Scheuneman announced his retirement, and Matteo C. Pigozzo will succeed him as Vice President & Chief Accounting Officer and Principal Accounting Officer.(view source)
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$922.8M · +54.7% 1Y · Board C+ · LOW activist risk
On May 19, 2026, Shane A. Straw, Sr. was appointed as Vice President of Engineering at National Presto Industries, Inc., following Jeff Morgan’s retirement from the role.(view source)
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$384.5M · -25.3% 1Y · Board C · HIGH activist risk
Mitchell B. Lewis tendered his resignation from the Board of Directors on May 14, 2026, but the Board unanimously rejected his resignation, allowing him to remain a director.(view source)
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Consumer Defensive— 8 companies
|
$123.1B · +32.7% 1Y · Board B+ · LOW activist risk
Altria Group, Inc. announced personnel changes including the appointment of Salvatore Mancuso as CEO, Heather A. Newman as CFO, and the retirement of William F. Gifford, Jr. as CEO.(view source)
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$293.7B · +11.8% 1Y · Board A- · LOW activist risk
Massimo Andolina is appointed as Group Chief Financial Officer, replacing Emmanuel Babeau, who will transition to a Strategic Advisor role while assisting Andolina through March 2027.(view source)
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$8.4B · -26.2% 1Y · Board D · HIGH activist risk
On May 15, 2026, Andrea Brimmer was appointed to the Board of Directors of Primo Brands Corporation, increasing the Board size from 10 to 11 directors.(view source)
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$26.0B · -16.5% 1Y · Board C- · HIGH activist risk
E. Morgan Flatley was elected to the Board of Directors of Constellation Brands, Inc. on May 20, 2026, expanding the board from eleven to twelve members.(view source)
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$8.0B · -48.1% 1Y · Board A · LOW activist risk
Andrew Jhawar was appointed to the Board of Directors of Sprouts Farmers Market, Inc., while Doug Rauch is retiring from the Board.(view source)
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$2.1M · -95.2% 1Y · Board D · HIGH activist risk
On May 9, 2026, Brady Cobb was appointed as Interim Chief Executive Officer, and William Meissner resigned as President effective June 1, 2026.(view source)
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$100,000 · -95.3% 1Y · Board D · ELEVATED activist risk
Gerald Commissiong has been appointed as Interim Co-Chief Executive Officer of Wellgistics Health, Inc., effective immediately on May 20, 2026.(view source)
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$13.6M · -53.0% 1Y · Board B- · LOW activist risk
Mr. John Hazlett has been appointed as the Chief Financial Officer of Willamette Valley Vineyards, replacing Mr. John Ferry who is retiring.(view source)
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Technology— 15 companies
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$11.5B · +437.7% 1Y · Board A- · LOW activist risk
On May 12, 2026, two personnel moves occurred within Viavi Solutions Inc.: Donald Colvin exited his role as Chair of the Audit Committee and Joanne Solomon entered as the new Chair, while Doug Gilstrap was appointed to the Corporate Development Committee.(view source)
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$43.0B · +151.1% 1Y · Board A- · ELEVATED activist risk
Simon Keeton stepped down from all officer positions at ON Semiconductor Corporation on March 9, 2026, with an extended employment date until September 30, 2026, to support the transition to his successor.(view source)
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$10.0B · +307.1% 1Y · Board A · LOW activist risk
The Annual Meeting resulted in the election of several directors to the Company’s Board of Directors.(view source)
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$2.5B · +169.7% 1Y · Board B- · LOW activist risk
On May 18, 2026, David Heard was appointed to the Board of Directors of Penguin Solutions, Inc. as a Class I director.(view source)
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$2.4B · +98.7% 1Y · Board C- · ELEVATED activist risk
On May 19, 2026, Ali El-Haj was appointed as President, CEO, and Director of Rogers Corporation, transitioning from his role as Interim President and CEO.(view source)
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$11.1B · +7.5% 1Y · Board C- · HIGH activist risk
At Skyworks Solutions’ annual meeting on May 13, 2026, several individuals were elected as directors of the company.(view source)
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$2.0B · -62.9% 1Y · Board C- · HIGH activist risk
Kimberly Nelson will retire as Chief Financial Officer effective June 1, 2026, after transitioning the role to Joseph Del Preto on March 16, 2026.(view source)
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$8.2B · +31.8% 1Y · Board B- · HIGH activist risk
Three directors, Jamie Haenggi, Benjamin Kortlang, and Richard Mora, were elected to the Board of Directors of Enphase Energy, Inc. at the 2026 Annual Meeting.(view source)
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$13.0B · +176.3% 1Y · Board B+ · LOW activist risk
At the 2026 Annual Meeting, stockholders elected seven directors to the Company, each to serve until the next annual meeting.(view source)
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$4.4B · -46.2% 1Y · Board D · HIGH activist risk
Sytse Sijbrandij converted all of his Class B common stock into Class A common stock but remains the Executive Chair of the Board of Directors.(view source)
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$20.1B · -19.7% 1Y · Board B · LOW activist risk
Mr. Don Clegg is retiring as Senior Vice President of Worldwide Sales effective May 15, 2026, and will continue as a consultant post-retirement.(view source)
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$179.0M · -59.3% 1Y · Board D · ELEVATED activist risk
On May 21, 2026, Shawn Canter resigned as Chief Financial Officer of KULR Technology Group, effective May 22, 2026.(view source)
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$1.0B · -19.3% 1Y · Board C · ELEVATED activist risk
Bryan Pechersky, Executive Vice President, General Counsel and Corporate Secretary, is resigning from Upbound Group, Inc. effective June 5, 2026.(view source)
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$5.8M · -81.0% 1Y · Board C- · HIGH activist risk
Several personnel changes occurred following the Merger, including resignations and appointments to the Board of Directors and executive roles.(view source)
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$30.6M · -51.2% 1Y · Board D · ELEVATED activist risk
Steve Chen resigned as a director of SolarMax Technology, Inc. on March 18, 2026 for health reasons.(view source)
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Financial Services— 25 companies
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$5.7B · +14.0% 1Y · Board C- · HIGH activist risk
Multiple leadership updates at Flagstar Bank effective May 18, 2026, include Joseph M. Otting transitioning from President to Executive Chairman and CEO, Richard Raffetto and Lee Smith becoming Co-Presidents and Co-COOs, and Bao Nguyen taking on the role of Chief Legal Officer.(view source)
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$2.8B · -34.3% 1Y · Board D · HIGH activist risk
On May 19, 2026, Upstart Holdings, Inc. appointed Tim Wennes as a Class I Director effective May 28, 2026, while Jeff Huber announced his resignation from the Board effective the same date.(view source)
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$4.9B · +15.9% 1Y · Board B- · ELEVATED activist risk
Michael Weinbach is appointed as CEO-Elect effective June 1, 2026, and then as CEO and Director effective August 13, 2026, succeeding Richard G. Thornberry who will retire as CEO effective August 12, 2026.(view source)
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$39.1B · -37.8% 1Y · Board C- · HIGH activist risk
Diego Scotti will cease to serve as the EVP, General Manager, Consumer Group effective June 2, 2026.(view source)
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$510.5M · +3.2% 1Y · Board D · HIGH activist risk
Jill Olmstead will be exiting her role as Chief Human Resources Officer at LendingTree without cause, effective May 31, 2026, and will later provide consulting services to the company.(view source)
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$562.3M · +37.1% 1Y · Board C- · HIGH activist risk
Daniel Hennessy resigned from the Board of Directors and Audit Committee effective April 29, 2026, and Bruce Brown was appointed as an independent director to the Audit Committee, effective May 15, 2026.(view source)
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$1.5B · +33.7% 1Y · Board C · ELEVATED activist risk
ConnectOne Bancorp, Inc. announced the appointment of Elizabeth Magennis as President, while Frank Sorrentino continues as Chairman and CEO.(view source)
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$5.7B · +31.4% 1Y · Board A- · LOW activist risk
Ten individuals were elected as directors at the Piper Sandler Companies Annual Meeting, each serving a one-year term expiring in 2027.(view source)
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$3.7B · -3.7% 1Y · Board C- · ELEVATED activist risk
Cohen & Steers, Inc. appointed Amit Muni as Executive Vice President and Chief Financial Officer effective June 8, 2026, succeeding Michael Donohue who served as Interim CFO.(view source)
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$881.5M · +32.2% 1Y · Board C+ · HIGH activist risk
Carlos Iafigliola has been appointed as President and Chief Executive Officer of Amerant Bancorp and Amerant Bank, effective May 18, 2026, transitioning from his interim CEO role.(view source)
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$511.0M · +34.3% 1Y · Board B · LOW activist risk
On May 20, 2026, Home Bancorp, Inc. extended the terms of employment agreements for several executives, including John W. Bordelon, Darren E. Guidry, Mark C. Herpin, David T. Kirkley, Natalie B. Lemoine, and John J. Zollinger.(view source)
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$40.5B · -10.7% 1Y · Board B+ · ELEVATED activist risk
William Davies, Executive Vice President and Global Chief Investment Officer at Ameriprise Financial, is retiring on June 30, 2026.(view source)
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$21.8B · +13.0% 1Y · Board C- · ELEVATED activist risk
On May 15, 2026, Eric L. Veiel was appointed as President, Co-Head of Global Investments, and Chief Investment Officer at T. Rowe Price Group, Inc.(view source)
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$5.3B · +16.6% 1Y · Board B · ELEVATED activist risk
Mr. Steven M. Yi exited his position as a Director of White Mountains Insurance Group, Ltd. on May 21, 2026, after not standing for re-election.(view source)
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$4.9B · -25.6% 1Y · Board C · HIGH activist risk
During RLI Corp’s Annual Meeting on May 14, 2026, several directors were elected to the Board, and David B. Duclos was appointed Chairman of the Board.(view source)
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$3.5B · +69.0% 1Y · Board B- · LOW activist risk
On May 19, 2026, nine individuals were elected as directors of Bread Financial Holdings, Inc., while Roger H. Ballou retired from the Board.(view source)
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$1.9B · -1.5% 1Y · Board B- · ELEVATED activist risk
Ten individuals were elected as directors of Farmer Mac during the Annual Meeting of Stockholders on May 14, 2026, for one-year terms.(view source)
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$6.2B · +30.4% 1Y · Board C+ · LOW activist risk
David B. Mitchell, II is retiring as Chief Wholesale Banking Officer effective July 2, 2026.(view source)
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$2.5B · +10.6% 1Y · Board C- · ELEVATED activist risk
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$1.6B · +25.8% 1Y · Board C · LOW activist risk
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$2.6B · +30.5% 1Y · Board C+ · LOW activist risk
Wayne A. Stevens is retiring as President – Retail Banking of Trustmark Bank, effective July 3, 2026.(view source)
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$2.1B · +47.1% 1Y · Board B+ · LOW activist risk
Twelve directors were elected to the Board of Directors of Merchants Bancorp on May 21, 2026.(view source)
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$785.1M · +34.0% 1Y · Board B+ · LOW activist risk
On May 18, 2026, Robert E. James, Jr. retired as a director of HomeTrust Bancshares, Inc. and HomeTrust Bank at the completion of the annual meeting.(view source)
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$422.8M · -29.6% 1Y · Board D · ELEVATED activist risk
Jeff Newgard has been appointed as President and CEO of GBank effective June 8, 2026, and A. Lee Finley has resigned from the Board of Directors effective May 19, 2026.(view source)
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$696.3M · +42.8% 1Y · Board C+ · LOW activist risk
On May 20, 2026, Financial Institutions, Inc. shareholders elected five new directors to serve until the 2029 Annual Meeting.(view source)
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Healthcare— 26 companies
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$9.8B · -14.2% 1Y · Board B- · HIGH activist risk
Matthew J. Peterson is resigning as Executive Vice President and President of Behavioral Health, effective June 19, 2026, with Marc D. Miller taking interim responsibilities for the Behavioral Health Care Division.(view source)
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$9.0B · +140.2% 1Y · Board A- · LOW activist risk
Krish S. Krishnan and Christopher Mason were elected as Class III directors of the Board of Directors for Krystal Biotech, Inc. during the Annual Meeting on May 15, 2026.(view source)
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$7.0B · +1244.6% 1Y · Board B+ · LOW activist risk
Charles (Chip) R. Romp has been appointed to the Board of Directors of Celcuity Inc. as a new director, effective February 11, 2026.(view source)
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$633.8M · +553.7% 1Y · Board C · LOW activist risk
Ronald Silver has been appointed as the interim chief financial officer and principal financial officer of Ironwood Pharmaceuticals, effective May 15, 2026, with compensation arrangements approved on May 19, 2026.(view source)
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$4.6B · +231.8% 1Y · Board B+ · LOW activist risk
Effective June 1, 2026, Indivior Pharmaceuticals will eliminate the position of Chief Scientific Officer, impacting Dr. Christian Heidbreder whose employment will terminate on December 31, 2026, and he will serve in an advisory capacity until then.(view source)
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$100.3B · -4.5% 1Y · Board C · HIGH activist risk
On May 18, 2026, Brett Wall announced his departure as Executive Vice President and President, Neuroscience Portfolio, while Dr. Kweli Thompson will assume this role effective June 1, 2026.(view source)
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$182.1B · +28.1% 1Y · Board B · LOW activist risk
Peter H. Griffith is retiring as CFO, and Thomas Dittrich is appointed to the CFO role.(view source)
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$8.4B · +2.0% 1Y · Board C+ · HIGH activist risk
William K. “Dan” Daniel has been elected as Independent Chairman of the Company’s Board of Directors effective May 22, 2026.(view source)
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$988.6M · -35.5% 1Y · Board D · HIGH activist risk
Mannix Aklian is exiting as Chief Commercial Officer, and Paul Davie is entering as interim Chief Commercial Officer.(view source)
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$541.1M · +302.7% 1Y · Board C · ELEVATED activist risk
Gregory Martini has been appointed as the Chief Financial Officer of Kyverna Therapeutics, and Marc Grasso, M.D. is transitioning from that role to become a strategic advisor.(view source)
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$1.1B · -27.2% 1Y · Board C- · LOW activist risk
Mark Novara is exiting his role as Executive Vice President and Chief Commercial Officer at Tandem Diabetes Care, Inc., effective May 18, 2026.(view source)
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$33.6B · -49.6% 1Y · Board C · ELEVATED activist risk
Ms. Louise M. Parent retired from the Board of Directors of Zoetis Inc. on May 20, 2026, in accordance with the Company’s director retirement policy.(view source)
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$2.0B · +21.7% 1Y · Board C- · HIGH activist risk
Eiry W. Roberts, M.D. was elected as a new director on the Board of Directors during the Annual Meeting of Shareholders on May 19, 2026.(view source)
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$120.2B · -16.7% 1Y · Board B · ELEVATED activist risk
William E. Berry, Jr. is exiting his role as Vice President, Chief Accounting Officer effective September 1, 2026, and Emily Baculik, currently Vice President, Corporate Controller, is entering the role of Chief Accounting Officer effective September 1, 2026.(view source)
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$3.8B · -34.1% 1Y · Board B · HIGH activist risk
Scott R. Ward was elected to serve as a director of the Company until the Company’s 2029 Annual Meeting of Shareholders.(view source)
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$1.1B · -35.0% 1Y · Board C- · HIGH activist risk
CONMED Corporation appointed Celine Martin and Jeff Mirviss as directors, effective July 1, 2026, and Kimberly Lockwood as Interim Corporate Controller and Interim Principal Accounting Officer, effective June 1, 2026.(view source)
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$1.6B · +17.2% 1Y · Board B+ · LOW activist risk
On May 12, 2026, Derek Small and Mark DiPaolo resigned from the Board of Directors, while Josephine Linden was elected to the Board effective May 18, 2026.(view source)
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$2.1B · -41.4% 1Y · Board UN · LOW activist risk
On May 18, 2026, Mr. Josh Smiley will exit as President and Chief Operating Officer of Zai Lab Limited, with responsibilities assumed by Samantha Du and others.(view source)
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$25.2M · -73.8% 1Y · Board D · HIGH activist risk
Dr. Angelov has been appointed as the Chief Medical Officer of Vistagen Therapeutics, Inc. effective May 18, 2026.(view source)
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$10.7M · -83.7% 1Y · Board D · ELEVATED activist risk
On May 14, 2026, Modular Medical, Inc. awarded stock options to Paul DiPerna and Kevin Schmid.(view source)
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$52.2M · +70.3% 1Y · Board D · LOW activist risk
Peter O’Rourke was appointed as a Director of the Company effective May 13, 2026.(view source)
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$17.4M · -89.6% 1Y · Board C- · HIGH activist risk
On May 18, 2026, Dr. Brigette Roberts was appointed to the Board as a Class III director and also appointed as Chief of Corporate Affairs, transitioning from her previous role as CEO of Orphai.(view source)
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$22.5M · -73.6% 1Y · Board C- · ELEVATED activist risk
Mickie Henshall has decided not to stand for re-election to the Board of Directors of VolitionRx Limited, effective prior to the 2026 Annual Meeting.(view source)
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$17.8M · -55.6% 1Y · Board C- · ELEVATED activist risk
On May 18, 2026, Keith D. Rose, M.D. was appointed as Chief Medical Officer of Lifeward Ltd., effective May 1, 2026.(view source)
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$4.0M · -84.1% 1Y · Board D · ELEVATED activist risk
On May 13, 2026, Eric Francois was appointed to the Board of Directors of 60 Degrees Pharmaceuticals, Inc.(view source)
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$82.8M · -70.3% 1Y · Board B- · LOW activist risk
Francis X. Brown III was appointed as the Interim Principal Financial and Accounting Officer of Neuronetics, Inc. effective May 5, 2026 and subsequently agreed to an Amended and Restated Consulting Agreement providing for monthly compensation of $26,000.(view source)
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Real Estate— 8 companies
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$14.4B · +40.8% 1Y · Board B+ · LOW activist risk
On May 19, 2026, Omega Healthcare Investors, Inc. announced several executive transitions, including the exit of CEO C. Taylor Pickett and CFO Robert O. Stephenson, and the appointment of Matthew P. Gourmand as CEO, Neal A. Ballew as CFO, and Lucas M. Golem as Chief Accounting Officer.(view source)
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$66.4B · +36.0% 1Y · Board B+ · LOW activist risk
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$25.6B · -5.2% 1Y · Board C+ · HIGH activist risk
Stephen E. Sterrett will become the Chairman of the Board of Trustees of the combined company, and Benjamin W. Schall will be appointed CEO of the combined company.(view source)
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$24.6B · -0.3% 1Y · Board C+ · ELEVATED activist risk
Several people moves related to Equity Residential and AvalonBay were disclosed, including appointments and transitions of key executives.(view source)
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$11.6B · -12.0% 1Y · Board C · HIGH activist risk
On May 14, 2026, American Homes 4 Rent elected ten individuals to the Board following David Goldberg’s retirement, adjusting the Board size to ten trustees.(view source)
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$2.6B · +42.7% 1Y · Board B+ · LOW activist risk
Kyle Lutnick has been appointed as Chief Strategy Officer of Newmark Group, Inc. effective May 19, 2026.(view source)
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$1.3B · +24.0% 1Y · Board C- · LOW activist risk
Three nominees were elected to the Board of Directors of Alexander’s, Inc. for a three-year term during the 2026 Annual Meeting of Stockholders held on May 21, 2026.(view source)
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$18.8M · -51.6% 1Y · Board C- · HIGH activist risk
At the Annual Meeting, six director nominees were not elected and their resignations were tendered but not accepted, resulting in them continuing to serve on the Board.(view source)
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Basic Materials— 13 companies
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$4.5B · +298.7% 1Y · Board B · LOW activist risk
On May 11, 2026, David C. Frydenlund transitioned to a new role while Nathan Longenecker was appointed as Chief Legal Officer.(view source)
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$67.5B · +8.2% 1Y · Board A · LOW activist risk
On May 11, 2026, Aylwyn Bryan was appointed as Chief Financial Officer, succeeding Nancy Buese who stepped down from the same role on the same date.(view source)
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$1.9B · +83.0% 1Y · Board C- · LOW activist risk
Quentin Markin was appointed interim CEO of Cordoba Minerals Corp. on May 20, 2026, under a consulting agreement while continuing to serve as Executive Vice-President at Ivanhoe Electric.(view source)
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$7.9B · -31.9% 1Y · Board C+ · HIGH activist risk
On May 18, 2026, Builders FirstSource, Inc. appointed Mike Hiller as Chief Operating Officer-Designate, who will succeed Steve Herron as Chief Operating Officer on December 31, 2026, while Coley O’Brien was appointed as Chief Human Resources Officer, effective May 18, 2026.(view source)
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$4.4B · +164.8% 1Y · Board B+ · LOW activist risk
Ingrid Joerg was appointed as a director for a three-year term, and John Ormerod was re-appointed as a director for a three-year term during the Annual General Meeting of Shareholders held on May 21, 2026.(view source)
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$3.0B · +76.9% 1Y · Board C · ELEVATED activist risk
Joe W. Laymon has resigned from the Board of Directors of Peabody Energy Corporation effective May 20, 2026, for personal health reasons, vacating his roles in two committees.(view source)
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$453.3M · -10.2% 1Y · Board D · HIGH activist risk
On May 12, 2026, Grant Thoele was designated as the principal accounting officer of Aspen Aerogels, transitioning from the Chief Accounting Officer, and he also received a salary increase.(view source)
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$2.6B · +17.0% 1Y · Board D · HIGH activist risk
Bertrand Loy was appointed as an independent director of Ashland Inc. on May 15, 2026, and will serve on the Audit and Governance and Nominating Committees.(view source)
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$2.4B · +35.6% 1Y · Board C- · HIGH activist risk
Mr. Michael F. Barry is retiring from the Board of Directors, effective May 13, 2026, and Mr. Mark A. Douglas is appointed as the new Chairman of the Board.(view source)
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$6.2B · -6.8% 1Y · Board B- · LOW activist risk
On May 15, 2026, William R. Devlin announced his retirement as Senior Vice President, Chief Accounting Officer and Controller effective June 1, 2026, and Samuel M. Guzman Jr. will take over the role.(view source)
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$3.2B · +20.8% 1Y · Board A · LOW activist risk
On May 13, 2026, Shirley A. Rozeboom was determined to no longer be an executive officer of Hawkins, Inc., effective the same date, while remaining employed with the company.(view source)
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$4.2B · -23.9% 1Y · Board B- · LOW activist risk
On May 20, 2026, Peggy S. Rebstock was appointed Vice President, Chief Accounting Officer and Controller, and Marney L. Kadrmas was named Senior Vice President of Financial Strategy.(view source)
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$358.3M · -13.2% 1Y · Board C- · HIGH activist risk
Immediately following the 2026 annual meeting of stockholders, Randy L. Hill was appointed as a director to fill the vacancy left by the deceased W. Hayden McIlroy.(view source)
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Consumer Cyclical— 15 companies
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$1.5B · -30.3% 1Y · Board C- · ELEVATED activist risk
On May 17, 2026, Robert D. Wright was appointed as President and CEO of The Wendy’s Company, effective May 21, 2026, while Kenneth Cook will step down as Interim CEO but remain as CFO.(view source)
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$5.1B · -11.7% 1Y · Board B- · LOW activist risk
On May 20, 2026, Patrick S. Pacious stepped down as CEO of Choice Hotels International, and Dominic E. Dragisich was appointed as Interim CEO, both effective the same date.(view source)
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$3.8B · -25.4% 1Y · Board A- · ELEVATED activist risk
On May 19, 2026, Daniel McHenry was appointed as President and Chief Executive Officer of Group 1 Automotive U.K., replacing Mark Raban who is exiting his position as CEO.(view source)
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$2.0B · -42.3% 1Y · Board D · HIGH activist risk
Rehan Jaffer will be appointed to the Board, replacing Arik Ruchim who is stepping down.(view source)
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$16.6B · -35.6% 1Y · Board B- · HIGH activist risk
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$5.4B · +40.7% 1Y · Board A- · LOW activist risk
At the 2026 Annual Meeting of Shareholders, W.M. ‘Rusty’ Rush, Thomas A. Akin, Raymond J. Chess, William H. Cary, Dr. Kennon H. Guglielmo, Elaine Mendoza, Troy A. Clarke, Amy Boerger, and Michael J. McRoberts were elected as directors to hold office until the 2027 Annual Meeting.(view source)
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$6.0B · -3.6% 1Y · Board B- · LOW activist risk
On July 31, 2026, Nicola Rossi will depart as Chief Accounting Officer and Christopher Androski will assume the role.(view source)
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$310.8M · -64.4% 1Y · Board D · HIGH activist risk
Pamela Smith has been appointed as Interim Chief Financial Officer of Portillo’s Inc., effective May 20, 2026, replacing Michelle Hook who is departing the role.(view source)
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$76.5B · +1.1% 1Y · Board B+ · LOW activist risk
Greg Henslee was elected to the Board of Directors of O’Reilly Automotive, along with several others, during the Annual Meeting held on May 14, 2026.(view source)
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$7.3B · +15.4% 1Y · Board B · LOW activist risk
On May 20, 2026, Andres Small resigned from the Board of Directors of Life Time Group Holdings, Inc., and Rachael Wagner was appointed to the Board of Directors on the same day.(view source)
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$274.4M · -32.6% 1Y · Board C- · HIGH activist risk
On May 18, 2026, Danielle Porto Parra was appointed as President of Xponential Fitness, Inc.(view source)
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$423.7M · -6.8% 1Y · Board C- · HIGH activist risk
On May 15, 2026, Brian LaRose was appointed as principal accounting officer, and Tamara Ward was appointed as a director and Chair of the Compensation Committee.(view source)
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$3.5M · -92.2% 1Y · Board D · HIGH activist risk
Joseph Visconti will continue to serve as CEO, Interim CFO, and President following a non-renewal notice of his Employment Agreement effective July 23, 2026.(view source)
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$445.4M · -17.1% 1Y · Board C- · HIGH activist risk
On May 20, 2026, Daniel L. Karpel was appointed Chief Financial Officer of Caleres, Inc., transitioning from his previous role as interim CFO.(view source)
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$4.4M · -44.3% 1Y · Board D · LOW activist risk
On May 19, 2026, Gregg Hemphill was appointed as a director of Newton Golf Company, Inc.(view source)
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Utilities— 7 companies
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$187.0B · +29.1% 1Y · Board C+ · LOW activist risk
Armando Pimentel, Jr. is resigning as CEO of Florida Power & Light Company and transitioning to Vice Chairman at NextEra Energy, while Scott Bores will be entering as the new CEO of Florida Power & Light Company.(view source)
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$60.1B · +26.4% 1Y · Board C- · ELEVATED activist risk
Dominion Energy will have personnel changes following its merger with NextEra Energy, appointing four members from its Board or executive management to NextEra’s board, including the current Chair and CEO.(view source)
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$28.9B · -10.9% 1Y · Board A- · LOW activist risk
On May 21, 2026, Glenn Wright was appointed as an independent director of NRG Energy, effective May 26, 2026.(view source)
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$30.4B · +17.1% 1Y · Board C+ · LOW activist risk
At Ameren Corporation’s Annual Meeting on May 14, 2026, several individuals were elected to the Board of Directors and there are new appointments at Ameren Missouri and Ameren Illinois.(view source)
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$2.6B · -6.2% 1Y · Board C- · HIGH activist risk
California Water Service Group announced the promotion of Tamara S. Johnson to Vice President, California Operations, and Gregory D. Shimansky to Vice President, Rates and Regulatory Affairs, effective July 1, 2026.(view source)
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$7.8B · +34.3% 1Y · Board B · LOW activist risk
Kevin P. Malcarney will retire as Executive Vice President, General Counsel and Corporate Secretary effective June 1, 2026, following which he will serve as a non-executive employee until June 26, 2026.(view source)
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$963.8M · -8.4% 1Y · Board C · LOW activist risk
At the 2026 Annual Meeting of Shareholders, Middlesex Water Company elected several directors including Robert Hoglund, Joshua Bershad, M.D., James F. Cosgrove, Jr., and Vaughn L. McKoy.(view source)
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Energy— 5 companies
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$56.5B · +51.2% 1Y · Board B- · HIGH activist risk
Travis D. Stice stepped down as Executive Chairman and became non-executive Chairman of the Board effective May 20, 2026, and multiple directors were elected to serve until the 2027 Annual Meeting.(view source)
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$16.9B · +22.6% 1Y · Board B- · ELEVATED activist risk
Laurie H. Argo, Spencer D. Armour III, Frank C. Hu, W. Wesley Perry, James L. Rubin, Travis D. Stice, Kaes Van’t Hof, and Steven E. West were elected to continue serving as directors until the 2027 Annual Meeting of Stockholders.(view source)
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$1.3B · +8.3% 1Y · Board B- · LOW activist risk
Allen D. Lassiter, A. Troy Sturrock, and Sarah N. Wariner were elected to the Board of Managers and appointed to the Advisory Committee of Dorchester Minerals, L.P. on May 13, 2026.(view source)
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$1.1B · +24.2% 1Y · Board C- · ELEVATED activist risk
On May 20, 2026, Kirk Oliver was appointed to the Board of Directors of Diversified Energy Company, effective May 21, 2026, and will also serve on the Audit and Risk Committee and the Sustainability and Safety Committee.(view source)
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$46.1M · -29.4% 1Y · Board D · ELEVATED activist risk
Randall Keys ceased to serve as a member of the Board of Directors of U.S. Energy Corp. on May 8, 2026, after not being renominated by the nominating committee.(view source)
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Communication Services— 3 companies
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$539.6M · -21.8% 1Y · Board B · LOW activist risk
Teresa Chia has been appointed to the Board of Directors of NerdWallet, Inc. effective May 22, 2026, following the vacancy left by Jennifer Ceran’s decision not to stand for re-election.(view source)
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$515.6M · -17.0% 1Y · Board C- · ELEVATED activist risk
On May 15, 2026, Lauren StClair was appointed as a member of MediaAlpha’s Board of Directors and the Audit Committee.(view source)
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$5.3M · +12.4% 1Y · Board D · LOW activist risk
On May 18, 2026, Taehoon Kim transitioned from CEO to Principal Financial Officer and Principal Accounting Officer following the resignation of Juhyon Shin as CFO.(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.