Shareholder Primacy

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Ann and Mike talk about retail voting programs at Tesla, Exxon, and Goldman Sachs.

Ann and Mike talk about appraisal arbitrage, and different kinds of activists

Ann and Mike talk with Stavros Gadinis at the University of California at Berkeley.

The new SEC proposal rules

Ann and Mike talk about universal proxy in 2026

Ann and Mike answer a mailbag question about SEC Rule 14a-8.

Ann and Mike talk about the US government investment in Intel and some subsequent lawsuits, and a novel proxy solicitation at Voya Financial

Ann and Mike talk about the STOCK Act and Trump Media, and new disclosure rules for activist SPVs.

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 rough…