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Paramount’s dual class board is a warning sign for merger, plus CEO retention bonanza
Trade Wire - BUY/SELL
Top Stories:
proxy countdown_trade wire_2025 - Google Sheets
Dumb pay
Xmas week pay dump:
CrowdStrike
performance-based equity award …
4 months, 1 week ago
2026 Predictions with Ann Lipton and Mike Levin of the Shareholder Primacy podcast
Episode 10313
2025 REVIEW FROM MIKE LEVIN:
Big proxy contests: PHX-Elliott
Significant situations: PEP-Elliott
TSLA AGM
SEC rules on shareholder proposals
Proxy advisor…
5 months, 1 week ago
SEC pushes voting against directors, plus Novo Nordisk and executive shifts at Walmart
Trade Wire - BUY/SELL
Top Stories:
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Walmart Inc. (WMT) C. Douglas McMillon resigning; John R. Furner repl…
6 months, 1 week ago
Zombies, krakens, mummies, and the monster mash of horrifying directors
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 …
6 months, 3 weeks ago
Surveys: directors want you to vote them out, plus a vote out at John Wiley and female replacement theory
The silent female retreat
The not-so-secret power of the lead independent director
An aggressive activist atmosphere is heating up
A college professor i…
7 months, 2 weeks ago
Proxy Season Bets, plus Oracle’s 4x CEOs and the rise of Executive Vice Chairs
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’…
8 months ago
Tesla proxy breakdown, plus director adds and U-Haul’s "do you like us, check yes or no”
Tesla proxy breakdown, plus director adds and U-Haul’s "do you like us, check yes or no”
8 months, 2 weeks ago
2025 Proxy Season Review: Unelected directors, non profit interlocks, illogical voting, and SHP kabuki theater
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 toda…
10 months, 2 weeks ago
Adding directors right after the AGM, plus Hoag stays, pay for bottom quartile, and attendance bites again
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…
10 months, 3 weeks ago
Founder boards, plus Zaslav’s payday, and the death of shareholder proposals
Trade Wire - BUY/SELL
Top Stories:
The money
In response to angry shareholders:
Two weeks after 60% of Warner Bros. Discovery shareholders rejected CEO D…
11 months, 1 week ago