@MrCorpGov Avatar @MrCorpGov Andrew Droste 🌎 corpgov.substack.com

Andrew Droste 🌎 corpgov.substack.com posts on X about ceo, $jpm, $ilmn, $bac the most. They currently have [-----] followers and [---] posts still getting attention that total [--] engagements in the last [--] hours.

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Social Influence

Social category influence stocks 75% finance 14% cryptocurrencies 12% technology brands 7% countries 6% financial services #2238 celebrities 2% social networks 2% travel destinations 1%

Social topic influence ceo 12%, $jpm #61, $ilmn 5%, $bac #46, $ms #14, bank of #972, citigroup #68, pay 3%, morgan stanley #144, $gs #31

Top accounts mentioned or mentioned by @asyousow @akshatrathi @sdrzn @jsrailton @footnoted @handleryhotels @nyccomptroller

Top assets mentioned JPMorgan Chase (JPM) Illumina, Inc. (ILMN) Basis Cash (BAC) Morgan Stanley (MS) Citigroup Inc (C) GammaSwap (GS) BlackRock Inc (BLK) Exxon Mobil (XOM) Bank of America (BAC) Amazon.com, Inc. (AMZN) Hartford Financial Services Group Inc (HIG) Coca-Cola Co (KO) Wells Fargo & Co (WFC) Alkermes Inc. plc (ALKS) Kroger Co (KR) Convex Finance (CVX) BlackLine, Inc. Common Stock (BL) Dana Incorporated (DAN) DisChain (DIS) Constellation Brands, Inc. Class A (STZ) Goldman Sachs (GS) Hewlett Packard Enterprise Co (HPE) A O Smith Corp (AOS) Philip Morris International Inc. (PM) Marathon Petroleum Corp (MPC) Partisia Blockchain (MPC) American Water Works Company, Inc. (AWK) American International Group Inc (AIG) WeBuy (WE) Shake Shack Inc. (SHAK) Chubb Ltd (CB) Cheeseball (CB) Quest Diagnostics Inc (DGX) Zoetis Inc (ZTS) MONDELEZ INTERNATIONAL INC (MDLZ) Southwest Airlines Co (LUV) Charles Schwab Corporation (SCHW) Home Depot, Inc. (HD) Targa Resources Corp. (TRGP) FirstEnergy Corp. (FE) Travelers Companies Inc (TRV) TrustVerse (TRV) BlackCoin (BLK) Merck & Co., Inc. (MRK) Dollar Tree Inc (DLTR) Pinterest, Inc. (PINS) Docusign Inc (DOCU) Netflix Inc (NFLX) VF Corp (VFC) Logitech International SA (LOGI) Activision Blizzard, Inc. (ATVI)

Top Social Posts

Top posts by engagements in the last [--] hours

"Bank of America $BAC 8-K from yesterday. CEO getting a possible 22% raise due to. Net income: $30.5 billion ( 13%) Diluted EPS: $3.81 ( 19%) Revenue: $113.1 billion ( 7%) ROA: 0.89% (7 bps ) ROE: 10.6% (106 bps ) 25% stock price increase Operational improvements: [---] bps operating leverage [---] bps efficiency ratio improvement to 62% #CorpGov #ExecPay #CEOpay #CorpGov #ExecPay #CEOpay #CorpGov #ExecPay #CEOpay"
X Link 2026-02-14T14:00Z [----] followers, [---] engagements

"Here's Citigroup $C - CEO getting a possible 35% pay bump (from $31M to $42M): Guaranteed: 3.6% of the $42M Discretionary at-risk: 14.5% Performance-based at-risk: 82% #CorpGov #ExecPay #CEOpay Bank of America $BAC 8-K from yesterday. CEO getting a possible 22% raise due to. Net income: $30.5 billion ( 13%) Diluted EPS: $3.81 ( 19%) Revenue: $113.1 billion ( 7%) ROA: 0.89% (7 bps ) ROE: 10.6% (106 bps ) 25% stock price increase Operational improvements: [---] https://t.co/Xbn2LSzzqg Bank of America $BAC 8-K from yesterday. CEO getting a possible 22% raise due to. Net income: $30.5"
X Link 2026-02-14T14:30Z [----] followers, [---] engagements

"Disney CEO succession: Josh DAmaro becomes CEO effective March [--] 2026; Bob Iger transitions to Senior Advisor. Dana Walden is appointed President and Chief Creative Officer. $DIS #CorpGov https://www.sec.gov/ixdoc=/Archives/edgar/data/0001744489/000174448926000022/dis-20260202.htm https://www.sec.gov/ixdoc=/Archives/edgar/data/0001744489/000174448926000022/dis-20260202.htm"
X Link 2026-02-03T13:37Z [----] followers, [---] engagements

"$AMZN Submits [--] No-actions - leads the [----] corporate pack in shareholder proposal rejections #CorpGov #Lobbying #HumanRights #Plastic #Pollution #ArtificialIntelligence #Immigration https://open.substack.com/pub/corpgov/p/amazoncom-inc-submits-7-no-actions https://open.substack.com/pub/corpgov/p/amazoncom-inc-submits-7-no-actions"
X Link 2026-02-11T02:45Z [----] followers, [--] engagements

"#OpenAI #CorpGov - ChatGPT's risk assessment"
X Link 2026-02-11T18:51Z [----] followers, [--] engagements

"$28bn Constellation Brands $STZ announces Nicholas Fink will succeed Bill Newlands as President-CEO effective April [--] [----] (Fink is the current CEO of Fortune Brands Innovations and a Constellation Brands board member since 2021) #CorpGov #CEOTransition"
X Link 2026-02-12T21:36Z [----] followers, [---] engagements

"Morgan Stanley $MS CEO pay: up to $45M (a possible 32% increase) Here's Citigroup $C - CEO getting a possible 35% pay bump (from $31M to $42M): Guaranteed: 3.6% of the $42M Discretionary at-risk: 14.5% Performance-based at-risk: 82% #CorpGov #ExecPay #CEOpay https://t.co/LGCNEwlupN Here's Citigroup $C - CEO getting a possible 35% pay bump (from $31M to $42M): Guaranteed: 3.6% of the $42M Discretionary at-risk: 14.5% Performance-based at-risk: 82% #CorpGov #ExecPay #CEOpay https://t.co/LGCNEwlupN"
X Link 2026-02-14T14:51Z [----] followers, [---] engagements

"RT @sdrzn: head of anthropics safeguards research just quit and said the world is in peril and that hes moving to the UK to write poetr"
X Link 2026-02-11T04:51Z [----] followers, [----] engagements

"Coal is expensive. And tailpipe emissions are nasty. Both cause deleterious environmental health effects. I don't get it"
X Link 2026-02-13T02:42Z [----] followers, [--] engagements

"RT @jsrailton: Are you talking to AI about legal matters Be careful. He chatted with Claude about his legal strategy. Then discussed wit"
X Link 2026-02-13T02:54Z [----] followers, [---] engagements

""Retire" https://www.sec.gov/ixdoc=/Archives/edgar/data/886982/000119312526051527/gs-20260212.htm https://www.sec.gov/ixdoc=/Archives/edgar/data/886982/000119312526051527/gs-20260212.htm"
X Link 2026-02-14T13:40Z [----] followers, [--] engagements

"#CorpGov #ExecPay #CEOpay WALL STREET BANKS ARE PAYING THEIR CEOS LIKE ITS [----] AGAIN Top U.S. bank CEOs are earning $40 million or more again the richest payouts since before the [----] crisis. Goldman Sachs Group Inc. CEO David Solomon led the group at $47 million. Citigroup Inc. raised Jane Frasers https://t.co/w8C7C00RsD WALL STREET BANKS ARE PAYING THEIR CEOS LIKE ITS [----] AGAIN Top U.S. bank CEOs are earning $40 million or more again the richest payouts since before the [----] crisis. Goldman Sachs Group Inc. CEO David Solomon led the group at $47 million. Citigroup Inc. raised Jane Frasers"
X Link 2026-02-14T13:44Z [----] followers, [---] engagements

"48% ($19.75M) of the total $41M tied to meeting performance targets (2026-2028)"
X Link 2026-02-14T14:02Z [----] followers, [--] engagements

"Goldman $GS CEO: 20.5% increase (from $39M to $47M) Morgan Stanley $MS CEO pay: up to $45M (a possible 32% increase) https://t.co/Pbf1bVqs9V Morgan Stanley $MS CEO pay: up to $45M (a possible 32% increase) https://t.co/Pbf1bVqs9V"
X Link 2026-02-14T15:13Z [----] followers, [---] engagements

"$JPM CEO pay: 10.26% potential YoY increase ($39-43M) Goldman $GS CEO: 20.5% increase (from $39M to $47M) https://t.co/Bo3Yp31K1d Goldman $GS CEO: 20.5% increase (from $39M to $47M) https://t.co/Bo3Yp31K1d"
X Link 2026-02-14T15:18Z [----] followers, [---] engagements

"YoY Banking CEO pay thread $JPM $GS $MS $C $BAC #CorpGov #ExecPay #CEOpay $JPM CEO pay: 10.26% potential YoY increase ($39-43M) https://t.co/KoGXagnjG0 $JPM CEO pay: 10.26% potential YoY increase ($39-43M) https://t.co/KoGXagnjG0"
X Link 2026-02-14T15:20Z [----] followers, [---] engagements

"#Climate shareholder proposal at Hartford Financial $HIG to adopt and disclose a policy for the time bound phase out of underwriting risks associated with new #fossilfuel exploration and development projects aligned with the IPCCs recommendation #ESG #CorpGov"
X Link 2023-04-06T22:59Z [----] followers, [---] engagements

"25.6% support for the lobbying transparency shareholder proposal at Hewlett Packard Enterprise $HPE #ProxySeason #ESG #CorpGov #Lobbying"
X Link 2023-04-06T22:59Z [----] followers, [---] engagements

"Coca-Cola $KO files additional proxy solicitation: ISS has recommended shareholders vote against KOs Say-on-Pay while Glass Lewis is supportive. Company states ISS hangs their hat on lack of responsiveness by the comp committee. #ProxySeason #CorpGov #ExecPay #CEOpay"
X Link 2023-04-10T13:26Z [----] followers, [---] engagements

"@footnoted Still nowhere near the [--] that $AMZN has this year so maybe I have to redefine whopping and when I apply it"
X Link 2023-04-16T19:28Z [----] followers, [---] engagements

"Failed director vote at A.O. Smith $AOS #ProxySeason #CorpGov #ExecPay #CEOpay"
X Link 2023-04-17T22:46Z [----] followers, [---] engagements

"Philip Morris International $PM discloses that ISS has recommended shareholders vote against their Say-on-Pay proposal while noting that Glass Lewis is supportive #ProxySeason #CorpGov #ExecPay #CEOpay"
X Link 2023-04-26T23:13Z [----] followers, [---] engagements

"Marathon Petroleum $MPC AGM: - Simple majority shareholder proposal passes (mgt prop fails) - Clawback SHP receives 45% - Asset retirement obligations report SHP: 22.7% - #JustTransition SHP: 16.4% #ESG #CorpGov #ProxySeason #EnergyTwitter #EnergyTransition #OilandGas"
X Link 2023-04-27T21:01Z [----] followers, [---] engagements

"Wells Fargo & Co. $WFC AGM results: [--] shareholder proposals PASS (majority vote and annual workplace harassment and discrimination report). Notable support for all others (barring the #fossilfuel financing proposal which dipped in YoY support) #ProxySeason #ESG #CorpGov"
X Link 2023-04-28T02:08Z [----] followers, [---] engagements

"Racial Equity Audit shareholder proposal at American Water Works $AWK this year receives a notable 40% support; however compare to last AGM sub-tweeted below where proposal received 47% #ProxySeason #ESG #CorpGov #DEI #RacialEquity #Employees American Water Works AGM: Racial Justice Audit shareholder proposal narrowly misses majority support: 47% $AWK #ProxySeason #ESG #CorpGov #Susty #DEI #RacialJustice https://t.co/n9GCroOemU American Water Works AGM: Racial Justice Audit shareholder proposal narrowly misses majority support: 47% $AWK #ProxySeason #ESG #CorpGov #Susty #DEI"
X Link 2023-05-12T12:59Z [----] followers, [---] engagements

"ISS publishes their research for the Illumina-Icahn proxy contest recommends support for 8/9 $ILMN directors. ISS has recommended shareholders vote against Illuminas Chair. #ProxySeason #ProxyContest #CorpGov https://www.prnewswire.com/news-releases/leading-proxy-advisory-firm-iss-recommends-illumina-shareholders-vote-for-eight-of-illuminas-highly-qualified-director-nominees-301823819.html Icahn files proxy in contest with Illumina argues investors should support their three nominees over $ILMN s deSouza Epstein and Thompson #ProxySeason #CorpGov #Activism #ProxyContest"
X Link 2023-05-13T11:08Z [----] followers, [----] engagements

"Failed Say-on-Pay at American International Group $AIG (32.4% support) #CorpGov #ExecPay #CEOpay"
X Link 2023-05-16T00:55Z [----] followers, [--] engagements

"CEO-Chair of WeWork Inc. Sandeep Mathrani is leaving $WE in ten days he gave the board a 16-day heads up. #CorpGov #SuccessionPlanning #NomGov"
X Link 2023-05-17T01:12Z [----] followers, [----] engagements

"Shake Shack $SHAK enters into agreement with Engaged Capital: Appoints director to board; Agrees to add an additional director with operational restaurant experience; Company to commits to enhancing #CorpGov #Activism"
X Link 2023-05-17T01:32Z [----] followers, [---] engagements

"Chubb Limited $CB shareholder proposal results: - GHG targets: 28.9% support (see last AGM below where GHG SHP received maj support) - Human rights and underwriting: 16.5% support #ProxySeason #ESG #CorpGov #ClimateAction #Climate #HumanRights https://www.sec.gov/Archives/edgar/data/896159/0001104659-23-061862-index.html Woah: Chubb Ltd. GHG shareholder proposal received majority support with 72.2% (with an AG rec from the board) $CB #ProxySeason #ESG #CorpGov #Susty #ClimateAction #NetZero @AsYouSow https://t.co/pc1LBXTfud"
X Link 2023-05-18T23:34Z [----] followers, [---] engagements

"$JPM Shareholder proposals - support declines YoY for similar/repeat props: - Ind. Chair proposal: 37.5% (vs 39.6% in [--] & 47.5% in 21) - #FossilFuel phaseout: 8% (vs 10% in 22) - Absolute #GHG targets: 12.4% (vs 14.3% in 22) - #Climate transition plan: 35% #ESG"
X Link 2023-05-19T11:21Z [----] followers, [--] engagements

"The anti-#ESG (or anti-S) shareholder proposal at $JPM on civil liberties disclosure receives 2.3% support further corroborating the anti-ESG mirage"
X Link 2023-05-19T11:21Z [----] followers, [--] engagements

"#GHG disclosure shareholder proposal narrowly misses majority support at Quest Diagnostics $DGX (48%) #ProxySeason #ESG #CorpGov #Susty #ClimateAction #NetZero #Climate"
X Link 2023-05-19T21:23Z [----] followers, [---] engagements

"Cheveddens 10% special meeting threshold shareholder proposal (which competed with managements proposal to lower the threshold to 25%) receives majority support (52.4%) at Zoetis $ZTS #ProxySeason #ESG #CorpGov #ShareholderRights"
X Link 2023-05-19T22:12Z [----] followers, [--] engagements

"Shareholder proposal regarding targets to eradicate child labor in cocoa #supplychain at Mondelez International $MDLZ receives a notable 19.9% support #ProxySeason #ESG #CorpGov"
X Link 2023-05-20T13:09Z [----] followers, [---] engagements

"8.8% support for the below #FossilFuel phaseout shareholder proposal at Hartford Financial Services $HIG #Climate shareholder proposal at Hartford Financial $HIG to adopt and disclose a policy for the time bound phase out of underwriting risks associated with new #fossilfuel exploration and development projects aligned with the IPCCs recommendation #ESG #CorpGov https://t.co/vuESrEVN2w #Climate shareholder proposal at Hartford Financial $HIG to adopt and disclose a policy for the time bound phase out of underwriting risks associated with new #fossilfuel exploration and development projects"
X Link 2023-05-20T13:18Z [----] followers, [---] engagements

"Shareholder proposal to permit shareholder removal of directors without cause PASSES at Southwest Airlines $LUV (53% support). Proposal narrowly missed maj support last AGM (47.5%). #ProxySeason #CorpGov"
X Link 2023-05-20T14:01Z [----] followers, [---] engagements

"0.97% support for this particular anti-#ESG (anti-S) shareholder proposal at Charles Schwab $SCHW #ProxySeason #ESG #CorpGov #DEI #RacialEquity #Employees"
X Link 2023-05-23T00:43Z [----] followers, [--] engagements

"See the other debanking anti-S proposal at $JPM"
X Link 2023-05-23T00:45Z [----] followers, [--] engagements

"Decreased YoY support for similar #FossilFuel financing shareholder proposal at Morgan Stanley $MS - 4.8% in [----] vs 8.5% in [----] #ProxySeason #ESG #CorpGov #ClimateAction #NetZero #Climate #EnergyTransition"
X Link 2023-05-23T01:41Z [----] followers, [--] engagements

"In addition to the anti-#ESG proposal mentioned by John below there was a second anti-ESG (anti-S) shareholder proposal at Home Depot $HD this year regarding senior management commitment to avoid political speech. This prop received just 1.6% support. #ProxySeason #CorpGov"
X Link 2023-05-24T01:30Z [----] followers, [--] engagements

"In the supporting statement proponent used $KO as an example of what public company CEOs should not be doinge.g. speaking out against state laws that restrict voting rights https://www.reuters.com/article/us-usa-georgia-voting-companies/delta-coca-cola-blast-home-state-georgias-voting-restrictions-as-unacceptable-idUSKBN2BN1M9 https://www.reuters.com/article/us-usa-georgia-voting-companies/delta-coca-cola-blast-home-state-georgias-voting-restrictions-as-unacceptable-idUSKBN2BN1M9"
X Link 2023-05-24T01:30Z [----] followers, [--] engagements

"Your regular reminder that anti-#ESG is wildly unpopular. Such shareholder proposals during the [----] US/CAN proxy season have consistently received dismal support. Moreover not a single anti-ESG proposal has been supported by a public company board/management team"
X Link 2023-06-29T00:22Z [----] followers, [----] engagements

"Shareholder proposal at midstream company Targa Resources $TRGP regarding a report assessing policy options related to venting and flaring receives notable 41% support #ProxySeason #ESG #CorpGov #Susty #ClimateAction #NetZero #Climate #Flaring #oilandgas"
X Link 2023-05-24T22:53Z [----] followers, [---] engagements

"Icahn has won one seat on the Illumina board $ILMN board chair voted out #ProxySeason #ProxyContest #CorpGov #Activism"
X Link 2023-06-25T20:00Z [----] followers, [----] engagements

"Statement filed by Illumina $ILMN We would like to welcome Andrew Teno from Icahn Capital *** We also thank John Thompson for his years of service and contributions to Illumina as Chair of the Board #ProxySeason #ProxyContest #CorpGov #Activism"
X Link 2023-06-27T22:17Z [----] followers, [----] engagements

"Anti-ESG (anti-E) shareholder proposal that sought rollback of decarbonization ambitions at Firstenergy $FE receives 1.5% support from investors. Add it to the list #ProxySeason #ESG #CorpGov #Susty #ClimateAction #NetZero #Climate #EnergyTransition #EnergyTwitter Your regular reminder that anti-#ESG is wildly unpopular. Such shareholder proposals during the [----] US/CAN proxy season have consistently received dismal support. Moreover not a single anti-ESG proposal has been supported by a public company board/management team. Your regular reminder that anti-#ESG is wildly unpopular. Such"
X Link 2023-05-25T21:36Z [----] followers, [---] engagements

"Travelers Companies $TRV AGM: Repeat/similar E&S shareholder proposals see drop in support (a trend this #proxyseason). #GHG report: 14.7% support (vs 55% in 22) #FossilFuel underwriting proposal receives 8.8% (vs 13%) #RacialEquity Audit: 35.3% support (vs 47%) #ESG"
X Link 2023-05-26T20:30Z [----] followers, [---] engagements

"Anti-ESG (anti-S) shareholder proposal regarding Civil Rights Non-Discrimination and Returns to Merit Audit receives 1.1% support at Blackrock $BLK #ProxySeason #ESG #CorpGov #BlackRock #DEI #RacialEquity"
X Link 2023-05-26T20:46Z [----] followers, [--] engagements

"Shareholder proposal results at Merck & Co $MRK AGM Shareholder proposal from anti-ESG proponent regarding congruency report of partnerships with globalist organizations receives 1.2% support. #ProxySeason #ESG #CorpGov"
X Link 2023-05-26T20:59Z [----] followers, [--] engagements

"Solicitation urging support for shareholder proposal on Economic and Social Risks of Company #Compensation and #Workforce Practices and any Impact on Diversified Shareholders at $DLTR Median employee salary at Dollar Tree is under $15000/yr #ESG #CorpGov #Employees"
X Link 2023-05-27T11:44Z [----] followers, [---] engagements

"Illumina $ILMN vote results releasedformer Chair Thompson received 34.4% support while Icahn nominee Teno received 59.5% support. Say-on-Pay fails with 14.3% support #ProxySeason #ProxyContest #CorpGov #ExecPay #CEOpay Statement filed by Illumina $ILMN We would like to welcome Andrew Teno from Icahn Capital *** We also thank John Thompson for his years of service and contributions to Illumina as Chair of the Board #ProxySeason #ProxyContest #CorpGov #Activism https://t.co/x82alMN7wb Statement filed by Illumina $ILMN We would like to welcome Andrew Teno from Icahn Capital *** We also thank"
X Link 2023-05-30T22:14Z [----] followers, [----] engagements

"Conservative/hard right shareholder proposal regarding reporting on government requests to remove content at Pinterest $PINS receives 0.3% support at this years AGM #ProxySeason #ESG #CorpGov"
X Link 2023-05-31T02:00Z [----] followers, [---] engagements

"Failed Say-on-Pay at DocuSign $DOCU Director fails to receive majority support #ProxySeason #ExecPay #CEOpay"
X Link 2023-06-02T21:34Z [----] followers, [---] engagements

"Failed Say-on-Pay at Netflix $NFLX - just 28.8% support according to todays 8-K. 36% support for freedom of association shareholder proposal. 43.4% support for special meeting shareholder proposal. #ProxySeason #CorpGov #ExecPay #CEOpay"
X Link 2023-06-06T20:11Z [----] followers, [--] engagements

"Exxon Mobil $XOM AGM results - similar repeat proposals drop in YoY support anti-ESG (anti-E) shareholder proposal receives 1.6% support #ProxySeason #ESG #CorpGov #NetZero #ClimateAction #EnergyTwitter #EnergyTransition #OilandGas #Plastics #JustTransition"
X Link 2023-06-06T20:23Z [----] followers, [--] engagements

"Illuminas $ILMN Board of Directors has accepted the resignation of Francis deSouza as Illumina's Chief Executive Officer and as a Director effective Sunday June [--]. Charles Dadswell SVP and General Counsel has been named interim CEO #CorpGov"
X Link 2023-06-13T02:23Z [----] followers, [--] engagements

"Former CEO of Logitech International (as of last week) announced as V. F. Corporations new CEO will begin in mid-July $VFC $LOGI #CorpGov"
X Link 2023-06-20T22:19Z [----] followers, [---] engagements

"Freedom of association and collective bargaining shareholder proposal at Activision Blizzard $ATVI receives a notable 38.9% support. Abuse harassment and discrimination shareholder proposal was withdrawn. #ProxySeason #ESG #CorpGov #Employees"
X Link 2023-06-21T22:27Z [----] followers, [----] engagements

"Alkermes $ALKS discloses that Glass Lewis has recommended investors support all management nominees in #ProxyContest with Sarissa Capital #ProxySeason #Activism #CorpGov"
X Link 2023-06-22T02:10Z [----] followers, [--] engagements

"Shareholder proposal regarding a report on racial and gender pay gaps at Kroger $KR PASSES. This is one of just a handful of proposals (Im aware of) that have received majority shareholder support this #ProxySeason #ESG #CorpGov #RacialEquity #GenderEquity #Employees"
X Link 2023-06-24T02:16Z [----] followers, [---] engagements

"And yet again an anti-#ESG shareholder proposal (proposal [--] at $KR) receives dismal support (1.9%)"
X Link 2023-06-24T02:16Z [----] followers, [--] engagements

"Failed Say-on-Pay at Match Group $MTCH - 31.6% support #CorpGov #ExecPay #CEOpay"
X Link 2023-06-24T02:40Z [----] followers, [----] engagements

"Although ISS had recommended voting in support of a dissident nominee Alkermes $ALKS appears to have succeeded in winning #ProxyContest waged by Sarissa Capital #ProxySeason #CorpGov #Activism"
X Link 2023-06-29T22:17Z [--] followers, [--] engagements

"Exempt solicitation via @AsYouSow at $CHTR concerning @HandleryHotels SHP on Board Assessment of Diversity and Inclusion Efforts. Handlery et al have also targeted $BRK and $ABT with this proposal thus far in the #ProxySeason. #ESG #DEI #CorpGov"
X Link 2021-03-23T00:44Z [----] followers, [--] engagements

"there it is: $TWTR going private #CorpGov BREAKING: Twitter announces it will go private after agreeing to deal with Elon Musk worth $44 billion https://t.co/u6uZuC2W1w BREAKING: Twitter announces it will go private after agreeing to deal with Elon Musk worth $44 billion https://t.co/u6uZuC2W1w"
X Link 2022-04-25T18:51Z [----] followers, [--] engagements

"Kirby Corporation $KEX files solicitation stating Company inadvertently omitted the Gender and Race/Ethnicity columns from the Board Composition& Experience matrix which had led to an adverse vote recommendation from Glass Lewis #ProxySeason #ESG #CorpGov #DEI"
X Link 2023-03-31T22:11Z [----] followers, [---] engagements

"A contemporary look: the anti-#ESG (pro- #FossilFuels) shareholder proposal at Canadian Imperial Bank Of Commerce $CM this past week received 0.87% support #ESG #CorpGov #ClimateAction #EnergyTransition #OilandGas"
X Link 2023-04-08T15:41Z [----] followers, [----] engagements

"Failed director elections at Carriage Services $CSV for [--] straight years. Nevertheless tendered resignations were unanimously rejected by the Board. as in previous years. I.e. a funeral home and cemetery ops board will have multiple zombie directors #CorpGov"
X Link 2023-05-20T21:02Z [----] followers, [---] engagements

"BlackRock discloses that Glass Lewis recommends support for all BlackRock ESG Capital Allocation Term Trust $ECAT and BlackRock California Municipal Income Trust $BFZ nominees in #ProxyContest with Saba Capital #ProxySeason #ESG #CorpGov #Activism Saba Capital staging proxy contest at BlackRock ESG Capital Allocation Term Trust $ECAT. States "the worlds largest asset manager says one thing as a shareholder and does another as manager. Shareholders should not allow this." #ProxySeason #CorpGov #ProxyContest #Activism https://t.co/L7RzhQZ6dU Saba Capital staging proxy contest at BlackRock ESG"
X Link 2023-07-03T20:58Z [----] followers, [----] engagements

"Saba Capital meanwhile discloses that ISS supports dissident nominees across BlackRock funds $ECAT and $BIGZ with support for governance proposals at the aforementioned funds including $BFZ #ProxySeason #ESG #CorpGov #Activism BlackRock discloses that Glass Lewis recommends support for all BlackRock ESG Capital Allocation Term Trust $ECAT and BlackRock California Municipal Income Trust $BFZ nominees in #ProxyContest with Saba Capital #ProxySeason #ESG #CorpGov #Activism https://t.co/jTn2uBgE9E BlackRock discloses that Glass Lewis recommends support for all BlackRock ESG Capital Allocation"
X Link 2023-07-03T21:11Z [----] followers, [---] engagements

"Reminds me of the Japanese philosophy of shiniseand more US companies should embed this in their corporate DNA #CorpGov It has a better chance I think of being here [---] years from now than any company I can think of." Warren Buffett told CNBC that Berkshire Hathaway is better positioned than any company to endure for the next century as he handed over the CEO reins to his successor Greg Abel. https://t.co/H94OU3Q5bD It has a better chance I think of being here [---] years from now than any company I can think of." Warren Buffett told CNBC that Berkshire Hathaway is better positioned than any"
X Link 2026-01-02T16:19Z [----] followers, [--] engagements

"AT&T tells SEC they're excluding [--] shareholder proposals from their [----] proxy: one from Bowyer Research the other from @NYCComptroller Interestingly the Comptroller proposalan EEO-1 data requestis a repeat proposal from '21 that they withdrew via agreement w $T #CorpGov"
X Link 2026-01-02T21:24Z [----] followers, [--] engagements

""The New York City Pension Funds previously filed this proposal with AT&T and withdrew it based on a mutually agreed-upon disclosure back in 2021.""
X Link 2026-01-02T21:24Z [----] followers, [--] engagements

"Matthews International $MATW files PREC14A - will face a proxy contest where Barington Group seeks to add three new directors. (Barington yet to file their proxy) #CorpGov"
X Link 2026-01-02T22:33Z [----] followers, [---] engagements

"Major shareholder intends to file proxy contest at Whitestone REIT $WSR James Mastandrea will nominate six new trustees at the [----] AGM #CorpGov"
X Link 2026-01-02T22:45Z [----] followers, [--] engagements

"$CVX "Even in a best-case political scenario it would take years of investment regulatory clarity and infrastructure repair before Venezuela could materially move Chevrons production mix or valuation." https://www.barrons.com/articles/chevron-stock-venezuela-maduro-4c41d629st=HcCVpK https://www.barrons.com/articles/chevron-stock-venezuela-maduro-4c41d629st=HcCVpK"
X Link 2026-01-03T17:55Z [----] followers, [---] engagements

"From $XOM Woods back in Nov regarding Venezuela: Exxon would need to feel ". comfortable and confident" that they would "see the return on those investments" (Per @AkshatRathi interview - http://x.com/akshatrathi/st Will be interesting to see whether these cos were privy to this announcement prior to the press conference and how they subsequently respond #CorpGov #oilandgas http://x.com/akshatrathi/st Will be interesting to see whether these cos were privy to this announcement prior to the press conference and how they subsequently respond #CorpGov #oilandgas"
X Link 2026-01-03T18:47Z [----] followers, [---] engagements

"From $CVX this morning: Were prepared to work constructively with the U.S. Government during this period leveraging our experience and presence to strengthen U.S. energy security. #CorpGov #oilandgas #Venezuela https://www.newsweek.com/chevron-reacts-to-trumps-venezuela-plan-11302955 From $XOM Woods back in Nov regarding Venezuela: Exxon would need to feel ". comfortable and confident" that they would "see the return on those investments" (Per @AkshatRathi interview - https://t.co/LKTDXAq7aZ) https://www.newsweek.com/chevron-reacts-to-trumps-venezuela-plan-11302955 From $XOM Woods back in Nov"
X Link 2026-01-03T18:53Z [----] followers, [---] engagements

"Still early but wild if it maintains. Futures open slightly green. Futures open slightly green"
X Link 2026-01-04T23:20Z [----] followers, [--] engagements

"and futures still green. https://x.com/kobeissiletter/status/2007979957134512415 PRESIDENT TRUMP JUST NOW: Trump: "Colombia is run by a sick man he's not going to be doing it for very long." Reporter: "So there will be an operation by the US in Colombia" Trump: "Sounds good to me." https://t.co/66fQM7cEIY https://x.com/kobeissiletter/status/2007979957134512415 PRESIDENT TRUMP JUST NOW: Trump: "Colombia is run by a sick man he's not going to be doing it for very long." Reporter: "So there will be an operation by the US in Colombia" Trump: "Sounds good to me." https://t.co/66fQM7cEIY"
X Link 2026-01-05T00:59Z [----] followers, [--] engagements

"Dissident Barington Group files their Gold proxy contest card at $MATW Note: - Barington now running [--] (not 3) directors (notified MATW that they were withdrawing its nomination of Sheila Hooda) - No mention yet of unopposed nominee recommendations - Both sides in agreement that shareholders should support each of the governance enhancement proposals proffered by company #CorpGov https://twitter.com/i/web/status/2008339987943559484 https://twitter.com/i/web/status/2008339987943559484"
X Link 2026-01-06T00:49Z [----] followers, [---] engagements

"Respectfully R when I take a quick look you've been much more active here over the last [---] yrs than I have I think it's important to meet people where they arenot insulate yourself from people/topics you disagree with/ find abhorrent. (Reasonable minds can differ on this as I myself have evolved on that stance.) It's why prominent progressive voices remain here I would imagine (e.g. AOC Bernie Buttigieg etc.)"
X Link 2026-01-08T17:57Z [----] followers, [--] engagements

"Bowyer Research out with an exempt solicitation to Visa $V investors concerning their "Closing Loopholes on AI-Driven Child Exploitation" shareholder proposal. Firm argues that "modest" outcomes concerning their risk model involves over $100 billion in potential losses #CorpGov #ResponsibleAI https://twitter.com/i/web/status/2009748139259953634 https://twitter.com/i/web/status/2009748139259953634"
X Link 2026-01-09T22:04Z [----] followers, [--] engagements

"https://www.sec.gov/Archives/edgar/data/1403161/000109690626000063/0001096906-26-000063-index.html https://www.sec.gov/Archives/edgar/data/1403161/000109690626000063/0001096906-26-000063-index.html"
X Link 2026-01-09T22:04Z [----] followers, [--] engagements

"Quick analysis of this across the majors using Gemini: $C potentially hit the hardest as 18% of their revenue generated from CC interest payments $JPM $BAC $WFC"
X Link 2026-01-10T01:18Z [----] followers, [----] engagements

""The threat of criminal charges is a consequence of the Federal Reserve setting interest rates based on our best assessment of what will serve the public rather than following the preferences of the President." - Powell Video message from Federal Reserve Chair Jerome H. Powell: https://t.co/5dfrkByGyX https://t.co/O4ecNaYaGH Video message from Federal Reserve Chair Jerome H. Powell: https://t.co/5dfrkByGyX https://t.co/O4ecNaYaGH"
X Link 2026-01-12T00:51Z [----] followers, [---] engagements

"The first shareholder proposal to pass in [----] is at Zscaler Inc. $ZS #CorpGov https://corpgov.substack.com/p/the-first-majority-supported-shareholder https://corpgov.substack.com/p/the-first-majority-supported-shareholder"
X Link 2026-01-15T22:13Z [----] followers, [---] engagements

"There's certainly been a recalibration from boards/management teams since the 2020-2021 period when we witnessed a bevy of corporate statements re human capital during COVID (e.g. essential workers) the BLM movement and political expenditures post-J6. Then we saw values-laden statements that differed markedly from prior conventional corporate speak. (We also saw a subsequent retracement of many of these commitments/statements.) Now many companies seek to be "neutral" by remaining mum vis--vis "political" issues. The problem is: what topic has not been consumed by the current political"
X Link 2026-01-19T23:18Z [----] followers, [--] engagements

"CEO Power Segment at GE Vernova $GEV resigns #CorpGov"
X Link 2026-01-21T14:01Z [----] followers, [----] engagements

"1.4% support for the "Greenwashing Risk Audit" shareholder proposal at Costco $COST Say-on-Pay: 88% support #CorpGov #ExecPay #CEOpay"
X Link 2026-01-21T21:44Z [----] followers, [--] engagements

"Public companies speaking out: $MMM $AMP $APG $BBY $BSX $CHRW $DLX $DCI $ECL $GIS $HRL $MDT $NVT $PDCO $PNR $PIPR $SNBR $SPSC $TGT $TNC $TTC $UNH $USB $WGO $XEL #CorpGov More than [--] CEOS of Minnesota-based companies just put out an open letter With yesterdays tragic news we are calling for an immediate deescalation of tensions and for state local and federal officials to work together to find real solutions. https://t.co/J4fr25dvlq More than [--] CEOS of Minnesota-based companies just put out an open letter With yesterdays tragic news we are calling for an immediate deescalation of tensions"
X Link 2026-01-25T18:00Z [----] followers, [---] engagements

"JANA Partners withdraws proxy contest at Zendesk Inc. after merger announcement that will take $ZEN private #CorpGov #Activism https://www.sec.gov/Archives/edgar/data/1159159/000090266422003400/p22-1738dfan14a.htm https://www.sec.gov/Archives/edgar/data/1159159/000090266422003400/p22-1738dfan14a.htm"
X Link 2022-06-25T16:50Z [----] followers, [--] engagements

"shareholder ratification of termination pay proposal at NortonLifeLock Inc. garners 38% support #CorpGov #ExecPay #CEOpay https://www.sec.gov/ixdoc=/Archives/edgar/data/849399/000110465922100851/tm2225977d1_8k.htm https://www.sec.gov/ixdoc=/Archives/edgar/data/849399/000110465922100851/tm2225977d1_8k.htm"
X Link 2022-09-17T11:12Z [----] followers, [--] engagements

"Altair US LLC files PREC14A opposing merger between Avalara Inc. and Lava Intermediate Inc. $AVLR #CorpGov https://docoh.com/filing/1348036/0000902664-22-004298/AVLR-PREC14A https://docoh.com/filing/1348036/0000902664-22-004298/AVLR-PREC14A"
X Link 2022-09-21T00:27Z [----] followers, [--] engagements

"Small cap $AIV CEO receives an accelerated [----] cash bonus of $1470000 and a $5250000 retention award today. Apartment Investment and Management Company is down 35% this year. #CorpGov #ExecPay #CEOpay"
X Link 2025-12-31T18:54Z [----] followers, [---] engagements

"Engaged Capital LLC launches proxy contest at BlackLine Inc. claiming entrenchment of current board - will nominate [--] new directors with focus on software M&A and governance skills/backgrounds #CorpGov"
X Link 2026-01-13T23:46Z [----] followers, [--] engagements

"Example of company disclosures recalibrating based on regulatory risk. Johnson Controls $JCI has an interesting mapping of how they integrate and oversee sustainability matters in their 14A. Notable YoY changes: "diversity equity & inclusion" graphic now reads "high-performance culture" and "ESG Leadership Committee" renamed to "Sustainability Leadership Committee" Most companies did this via their proxy statements last proxy season - but companies like JCI where they file proxy statements earlier in the year filed their [----] 14A just before or just after Trump2.0 had been sworn in. (Here JCI"
X Link 2026-01-17T16:08Z [----] followers, [---] engagements

"Visa $V AGM results: written consent shareholder proposal receives 30+%"
X Link 2026-01-28T21:55Z [----] followers, [---] engagements

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