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Board scenario models at Walmart, plus Amgen won’t move your piano
Board scenario models at Walmart, plus Amgen won’t move your piano

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 toda…

7 hours ago

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Business Roundtable Boards, plus Victoria’s Secret and vote roundups
Business Roundtable Boards, plus Victoria’s Secret and vote roundups

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 …

2 weeks ago

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Aflac’s Atlanta crew, plus vote avoidance at AIG and Ball Corp’s vote prediction
Aflac’s Atlanta crew, plus vote avoidance at AIG and Ball Corp’s vote prediction


Trade Wire

Top Stories:

 Filings since April 24

The headlines

AMERICAN INTERNATIONAL GROUP, INC. (AIG) appointed Eric Andersen CEO/director, effective Ju…

4 weeks ago

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Blame at Wells Fargo’s AGM, plus Ingles governance joke, Cook out, Texas reject
Blame at Wells Fargo’s AGM, plus Ingles governance joke, Cook out, Texas reject

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 to…

1 month ago

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Johnson & Johnson’s big swing.  Plus, DOW’s new CEO, Snap layoffs, Meta man board
Johnson & Johnson’s big swing. Plus, DOW’s new CEO, Snap layoffs, Meta man board

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…

1 month, 1 week ago

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Adobe’s succession vote, plus Paramount’s whistleblower, BP’s new CEO, AI’s proxy tilt
Adobe’s succession vote, plus Paramount’s whistleblower, BP’s new CEO, AI’s proxy tilt

Trade Wire - BUY/SELL

TOP STORIES

proxy countdown_trade wire_2025 - Google Sheets: 44 Filings since March 31

THE HEADLINES

Jeff Shell, president and boar…

1 month, 2 weeks ago

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Vote with data top list, plus equity awards, ballooning pay, and activists like dudes
Vote with data top list, plus equity awards, ballooning pay, and activists like dudes

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 thi…

1 month, 3 weeks ago

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Live from CII Spring Conference 2026: Bertram, sausage sandwiches, and Starbucks
Live from CII Spring Conference 2026: Bertram, sausage sandwiches, and Starbucks

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…

2 months, 1 week ago

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Vanguard’s fossil fuel settlement, plus early bonus season and more companies down to 2F
Vanguard’s fossil fuel settlement, plus early bonus season and more companies down to 2F

Trade Wire - BUY/SELL

Top Stories:

proxy countdown_trade wire_2025 - Google Sheets

145 Filings since Feb 5

The headlines:

Epstein fallout

GOLDMAN SACHS GRO…

3 months ago

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Read the fine print! Plus, Meta mines for Trump friendlies, McRitchie is the only winner, and governance news
Read the fine print! Plus, Meta mines for Trump friendlies, McRitchie is the only winner, and governance news

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 Enr…

3 months, 3 weeks ago

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