Boardroom Alpha
@boardroomalpha
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* Analytics & diligence on all directors, officers, and the companies they run * AI-powered corporate red flags * Industry's best SPAC & IPO platform
New York
Joined September 2018
Busy week... Starboard / $KVUE , Elliott / $PSX , Hsieh / $LDI, headline activism $FICO changes their exec comp after failed say-on-pay $HP directors not feeling the pain $KR CEO McMullen dismissed by board after internal investigation tops CEO moves https://t.co/CoIsvtjuMo
boardroomalpha.com
Kenvue and Starboard Settle. Landsea pushed by Mill Road Capital. Elliott files preliminary contested proxy. Latest CEO/CFO moves. Helmerich & Payne directors not feeling the pain?
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$LDI loanDepot and Anthony Hsieh expand cooperation agreement and CEO Martell set to exit https://t.co/kj8fTSFMCz
boardroomalpha.com
loanDepot (LDI) founder Anthony Hsieh asserts himself with an extended cooperation agreement -- Hsieh becomes Executive Chair, Frank Martell gone as CEO, and Board restructuring.
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Mill Road Capital nominates 3 directors to Landsea Homes $LSEA https://t.co/1xl3nCTPED
boardroomalpha.com
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.
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Starboard / Kenvue $KVUE proxy fight ends with Jeffrey Smith, Sarah Hofstetter, and Erica Lilith Mann joining the board https://t.co/88uEwAyZyk
boardroomalpha.com
Starboard and Kenvue end their proxy fight with an agreement to add three new directors, including Starboard's Jeffrey C Smith.
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Latest Activism Update is out nasty fights at $MASI $LL $BHR $EHAB scrounging for votes $CULP cooperation agreement $XWEL gets a push https://t.co/DqvhUI67Uf
boardroomalpha.com
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 shareholders. XWEL...
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ANIKA THERAPEUTICS $ANIK cooperation agreement w/ Caligan Partners https://t.co/xfPbmlBisg get the weekly activism update:
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latest activism & ceo/cfo moves $XPER $GNK $CCI and $SBOW all reached resolution $BHR vs Blackwells on Instagram (not really) $EHAB strategic review results in no bidders $WT pushes its case in 23-page deck https://t.co/3mqVBl0Pxl
boardroomalpha.com
Xperi Inc (XPER), Genco Shipping & Trading (GNK), and Crown Castle (CCI) all win at the ballot box. Blackwells calls out BHR on Instagram followers.
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shareholders sending these boards a message with low director support in 2024 list includes: $BA (but only kind of...) $A $AOS $DHR $ES $FIVN $KEYS $LBTYA $MORN $NSC (of course) $SPG https://t.co/z5O9j1i3eX
boardroomalpha.com
Low shareholder support for directors should send the board a signal that things need to change. Will they get the message in 2024?
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update on 2024 Say-On-Pay votes at large caps all below 60% support: $NSC $ZBRA $MMM $FICO $CARR $BLK $TRL somehow 61% of shareholders are happy with pay at $BA 🤷♂️ $AVGO stock performance not enough to make shareholders ignore massive CEO pay day https://t.co/HVpc7kdxS7
boardroomalpha.com
Big CEO pay (see Broadcom) and poor performance (see Boeing) create big say-on-pay issues for these large cap companies in 2024.
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60 BIG company directors with LOW shareholder support you'll recognize many directors with stints at $NFLX $TSLA $ORCL $AMD $PINS $F and more https://t.co/BWe1cXzQNn
boardroomalpha.com
Shareholders should be on high alert when directors are receiving low shareholder support across multiple directorships.
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62 companies with CEOs in the $25M Plus Pay Club https://t.co/SeUQji0oEF
boardroomalpha.com
Membership in the CEO $25 Million Plus Pay Club isn't as exclusive as it maybe should be. Here's a look at who's in the club and how they've performed.
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$LL Lumber Liquidators cooperation agreement with Live Ventures & Isaac Capital https://t.co/igZ4tS6wGd
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$PARA CEO Bakish is out. Tough run by any measure. "Office of the CEO" to take over which includes: - George Cheeks, President and CEO of CBS - Chris McCarthy, President and CEO, Showtime/MTV Entertainment Studios and Paramount Media Networks; - Brian Robbins, President and CEO
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Weekly Activist & Exec Moves update is out $NSC vs Ancora is getting ugly(er) $TEAM goes to single CEO $KDP promotes COO to CEO $PLAY gets a new CFO $AREN hopes insider can right the ship https://t.co/6D5iGj5Y2f
boardroomalpha.com
Norfolk Southern vs. Ancora is getting ugly(er). Arena Group promotes insider to CEO after a tough year. Keurig Dr Pepper puts their COO at the helm.
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SPAC $INAQ fires CEO/CFO after improper trust use/actions https://t.co/2b8dSalvOU
boardroomalpha.com
XFIN Extension Vote. SCRM Non-Redemption Agreement. INAQ Fires CEO/CFO After Improper Trust Actions.
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Fresh 8-K from $DJT highlighting absolutely wild letter from its CEO touting reddit-based conspiracy theories to the Nasdaq
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early 2024 say-on-pay votes show shareholders at these 25 companies -- including $A $DIS $TDG $LEN $JEF $FICO -- aren't happy with CEO pay https://t.co/vCyh9qw3KH
boardroomalpha.com
An early look at 2024 Say-On-Pay votes. 25 companies and their compensation consultants leave shareholders wanting better.
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SPAC Update April 10 Deal: $BCSA + Linqto $700M Ext Vote: $WAVS Votes Set: $BITE $PHYT Delisting: $TGVC Investor Deck: $MAQC https://t.co/AO7YJA6Kky
boardroomalpha.com
BCSA + Linqto $700M SPAC Deal. WAVS Extension Vote. BITE, PHYT Set Deal and Extension Votes. TGVC Delisting. MAQC Investor Deck.
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SPAC Update April 9 Liquidations: $RMGC $RCAC Extension Votes: $ACAC $SCRM Approved Extensions: $CITE $ACBA Investor Deck: $NVAC Merger Agreement: $JVSA + Hotel101 https://t.co/CAhN6hhIGK
boardroomalpha.com
RMGC and RCAC Liqudations. ACAC and SCRM Extension Votes. CITE and ACBA Extend. NVAC Investor Deck. JVSA + Hotel101 Merger Agreement.
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Weekly Activism & Exec Moves is up - $MASI vs Politan Round 2! - $DIS / Iger win against Trian/Peltz and Blackwell's - Cooperation agreements at $MRC $ELAN $TWLO with Engine, Ancora, and Sachem - $CPRT $GNL $TROX $OB all go from Co-CEOs to single CEO https://t.co/8fngZPqMCy
boardroomalpha.com
Disney and Iger win against Trian, Peltz, and Blackwell's. ELAN / Ancora, MRC / Engine Capital, TWLO / Sachem Cooperation Agreements. 4 Co-CEOs Leave.
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