PROXY COUNTDOWN

What are the overall results from AGMs in 2026? How did companies and shareholders do in AGM votes? Shareholder proposals Many fewer E&S Same or slightly more corp gov  Voting outcomes similar to past years(?) Proxy contests Many fewer compared to earlier years Activists prevailed at roughly the same rate, perhaps a little lower Many more settlements Notable activist situations ESG propos...

Trade Wire Top Stories:  130 Filings since June 18th The headlines DOMINOS PIZZA : CEO Russell J. Weiner resigning, will become Executive Chair; Executive Chair David A. Brandon resigning COO Joseph H. Jordan appointed CEO and director $3M golden hello NIKE : John W. Rogers, Jr. resigning (2018-2026) 35% no vote in 2025; 40% in 2024; 35% in 2023 RPT : De minimis payments between NIKE and Arie...

Lead independent directors continue to be CEOs-in-training Lachlan Murdoch give himself more money but promises he had nothing to do with it Investors hate ONE company’s pay Exxon hearts Texas and loathes ESG And on the Big Vote, Matt puts on some LuluLemon <TRADE WIRE BUMPER> Trade Wire Top Stories:  130 Filings since May 28th The headlines Lead Independent Directors are King TYSON FOO...

This is Proxy Countdown. Welcome to the big show for the week of May 25, 2026 alongside my tag team partner Matt Moscardi. I'm Damion Rallis. On today’s countdown: BP Ousts a Bully No foosball tables for the new CFO at Amgen An activist investor calls a board “lazy” Welltower investors decide they hate the NEOs’ $1.5B in equity awards And on the Big Vote, Matt talks Walmart <TRADE WIRE BUMPER&g...

Proof that Berkshire Hathaway has always been fake frugal Companies following their own rules Victoria’s Secret rejects a Brett Blundy A wrap-up of 150 meeting results over the past 2 weeks And on the Big Vote, Matt accepts the BlackRock, JP Morgan, Northrop Grumman, Home Depot challenge <TRADE WIRE BUMPER> Trade Wire Top Stories:  Filings since May 1st The headlines BERKSHIRE HATHAWAY...

<TRADE WIRE BUMPER> Trade Wire Top Stories:  Filings since April 24 The headlines AMERICAN INTERNATIONAL GROUP, INC. (AIG) appointed Eric Andersen CEO/director, effective June 1, 2026, CEO Peter Zaffino becoming Executive Chair Crane Co (CR): COO Alejandro (Alex) Alcala promoted to CEO/director, CEO/Chair Max Mitchell becomes Executive Chair SOUTHERN COPPER CORP: former CEO passed away;...

This is Proxy Countdown. Welcome to the big show for the week of April 20, 2026 alongside my tag team partner Matt Moscardi. I'm Damion Rallis. On today’s countdown: Tim Cook changes chairs at Apple While Corrie Barry loses hers at Best Buy Activist investors raise the Sackler Sucks flag at Ingles Markets Shareholders love mergers but hate merger pay And on the Big Vote, Matt looks at Charles Scha...

A 100% increase in black female CEOs at Fortune 500 companies The wild wild west of CFO transitions Snap’s AI-branded mismanagement umbrella Shareholder Proposals are becoming old-fashioned again And on The Big Vote, Matt finally digs into wayward bandaids <TRADE WIRE BUMPER> Trade Wire Top Stories: 30 Filings since April 8 The headlines DOW INC. appointed Karen Carter as CEO, to succeed Jim...

Trade Wire - BUY/SELL TOP STORIES proxy countdown_trade wire_2025 - Google Sheets : 44 Filings since March 31 THE HEADLINES Jeff Shell, president and board director at Paramount Skydance, is stepping down after allegations of SEC violations Shell came under scrutiny after gambler and whistleblower R.J. Cipriani filed a $150M lawsuit alleging Shell shared confidential information in violation of SE...

Trade Wire - BUY/SELL Top Stories: proxy countdown_trade wire_2025 - Google Sheets 95 Filings since March 27 The headlines: Air Canada CEO will retire this year after his English-only crash message was criticized Michael Rousseau is stepping down following a massive public outcry after he delivered a condolence video almost entirely in English regarding a fatal plane crash that killed a French-spe...

Thanks to Adam, Felix and the Tallen AV team.  Thanks to the Council of Institutional Investors for having us, and hopefully we alienated just enough people to get invited back. This is Proxy Countdown. Welcome to the big CII show for the week of March 9, 2026 alongside my tag team partner Matt Moscardi. I'm Damion Rallis. On today’s very special CII-scented proxy countdown: A peek into what...

Trade Wire - BUY/SELL Top Stories: proxy countdown_trade wire_2025 - Google Sheets 145 Filings since Feb 5 The headlines: Epstein fallout GOLDMAN SACHS GROUP INC (GS) Kathryn H. Ruemmler has determined to retire from her roles as Chief Legal Officer and General Counsel Epstein; filing says nothing Hyatt Hotels Corp (H) Executive Chair Thomas J. Pritzker resigned immediately as chair, but will serv...

Trade Wire - BUY/SELL Top Stories: proxy countdown_trade wire_2025 - Google Sheets 128 filings The headlines: PayPal stole HP’s CEO by promoting Chair Enrique Lores to CEO, replacing Alex Chriss; HP director Bruce Broussard appointed Interim CEO Walt Disney: Parks Man Josh D’Amaro promoted to CEO; former CEO Bob Iger remains as director and Senior Advisor until 12/31/26 Walden gets golden hello ag...

Trade Wire - BUY/SELL Top Stories: proxy countdown_trade wire_2025 - Google Sheets Dumb pay Xmas week pay dump: CrowdStrike performance-based equity award granted to CEO George Kurtz with target value of approximately $140M; worth up to $280M with 90th percentile TSR and $70M with 25th percentile TSR Warner Bros. Discovery $96M: Make-Whole RSU award to CEO Daivd Zaslav of 1,963,465 shares; after J...

2025 REVIEW FROM MIKE LEVIN: Big proxy contests: PHX-Elliott Significant situations: PEP-Elliott TSLA AGM SEC rules on shareholder proposals Proxy advisor pressure Delaware under scrutiny US stakes in INTL, others XOM retail voting program 2026 PREDICTIONS: DIRECTORS Will a director be voted out in an uncontested election this year for a reason OUTSIDE of attendance (re: Netflix’s Jay Hoag’s 78% N...

Trade Wire - BUY/SELL Top Stories: proxy countdown_trade wire_2025 - Google Sheets Walmart Inc. (WMT) C. Douglas McMillon resigning ; John R. Furner replacing C. Douglas McMillon resigning at 2026 AGM; John R. Furner elected Doug McMillon will retire as CEO effective January 31, 2026 .  John Furner will formally become President & CEO on February 1, 2026 . John started as a part-time asso...

This is Proxy Countdown. Welcome to the big show for the week of November 3, 2025 alongside my tag team partner Matt Moscardi. I'm Damion Rallis. On today’s countdown: Some mysterious director NO votes More one-time retention awards for our CEO king and queens A dude wants to control Victoria’s Secret The ongoing disappearance of shareholder proposals Matt’s halloween director roundup <TRADE WI...

The silent female retreat The not-so-secret power of the lead independent director An aggressive activist atmosphere is heating up A college professor in a bow tie gets voted out And on the Big Vote, Matt talks Surveys <TRADE WIRE BUMPER> Trade Wire - BUY/SELL Top Stories: proxy countdown_trade wire_2025 - Google Sheets Tracking Noteworthy 8-Ks since September 24th: DIrector comings and goin...

2025-2026 PROXY SEASON COUNTDOWN: BETTING LINES Jay Hoag as canary in the “investors REALLY don’t care about their directors” coal mine - what’s Hoag’s votes FOR this year? Pursuant to the Company’s director resignation policy, the Nominating and Governance Committee (the “Nominating and Governance Committee”) of the Board considered Mr. Hoag’s offer of resignation and whether to recommend that th...

Tesla proxy breakdown, plus director adds and U-Haul’s "do you like us, check yes or no”

This is Proxy Countdown. Welcome to the big show for the week of July 7, 2025 alongside my tag team partner Matt Moscardi. I'm Damion Rallis. On today’s countdown, our wrapup of the 2025 proxy season: Our top theories, including: The Fortune 500’s quiet rejection of having a minimum of three women on the board And companies who sidestep the alternative democracy by appointing directors less than a...

Trade Wire - BUY/SELL Top Stories: Netflix Rejects Jay Hoag’s Resignation , saying “Mr. Hoag’s continued service as a member of the Board is in the best interests of the Company and its stockholders” despite the glaring flaw in its logic that 79% of stockholders said NO. In new hires: DTE Energy announced that COO Joi Harris would be the new CEO, succeeding Jerry Norcia, who will become executive...

Trade Wire - BUY/SELL Top Stories: The money In response to angry shareholders: Two weeks after 60% of Warner Bros. Discovery shareholders rejected CEO David Zaslav’s $52M pay plan, the Compensation Committee restructured his plan using Hollywood’s latest CGI, special effects, and most seasoned stunt doubles: his new plan reduces his annual pay targets significantly–from $37M to $17M if he hits 10...

Trade Wire - BUY/SELL Top Stories: The money To keep working: Named executive officers at Capital One Financial get a total $43M in time-based equity “in recognition of their ongoing and anticipated work relating to the integration of the Discover business with Capital One,” including a whopping $30M for CEO and Chair Richard D. Fairbank To walk in the door: Newly hired Roblox CFO Naveen Chopra ge...

Trade Wire - BUY/SELL Top Stories: Let’s start with the golden hellos: Zscaler ’s new CFO, Kevin Rubin, starts with a golden hello equity award of $23M, consisting of restricted stock, performance stock, and options. Not bad for a guy who lasted only 11 months at his last role as CFO at BetterUp New FactSet Research Systems CEO Sanoke Viswanathan enters with a golden hello package consisting of a...