All Episodes

CEO Hotseats, plus Cracker Barrel’s CEO leaves and the SEC goes after activists

Proxy Season Crossover

Director vote gaps, plus manipulating pay at Costar and “social independence” at Veeva

Declassify Lululemon, plus anti-ESG losses and big dumb payouts

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

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

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

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

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

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

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

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

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

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

Paramount’s dual class board is a warning sign for merger, plus CEO retention bonanza

2026 Predictions with Ann Lipton and Mike Levin of the Shareholder Primacy podcast

SEC pushes voting against directors, plus Novo Nordisk and executive shifts at Walmart

Zombies, krakens, mummies, and the monster mash of horrifying directors

Surveys: directors want you to vote them out, plus a vote out at John Wiley and female replacement theory

Proxy Season Bets, plus Oracle’s 4x CEOs and the rise of Executive Vice Chairs

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

2025 Proxy Season Review: Unelected directors, non profit interlocks, illogical voting, and SHP kabuki theater

Adding directors right after the AGM, plus Hoag stays, pay for bottom quartile, and attendance bites again

Founder boards, plus Zaslav’s payday, and the death of shareholder proposals

Director attendance, plus Jay Hoag’s big vote and activist dissonance at Penn, Victoria’s Secret

CEO succession risk, plus Mangless vs. Zevra lessons, and UnitedHealth’s investor confidence

Netflix and independence, plus Deckers Outdoors, Ball CFO, and shareholder vote disconnects

WSJ’s Top 250 directors, plus Exxon’s vote, Elliott’s win, and Tesla’s new director

Verizon and audit committee problems, plus Kohl’s, Chevedden premium, and Phillips 66

Blackrock’s board conflict, plus 97 votes and fun perks for retirements

Anointed director at American Express, plus why caving to Robby Starbuck is bad for business at Harley Davidson

Corporate democracy with Sarah Haan

Director “party line” voting, plus nom committee failures and Disney investors are asleep

ISS flips on Disney, plus CEO pay tweaks, Starbucks results, and low CEO pay ratios

Non-profit board interlocks are a widespread, plus Kroger’s CEO fired, and Indivior’s overhauled activist board

Tariff board survivors, plus Boeing’s board loss and results at Apple and Deere

Copy/paste anti-ESG proposals at Apple and Deere, plus guest Mike Levin on activism in 2025

Director votes on “merit”, relocation cost to median employee ratios, and long-tenured lead directors

Tyson Foods merits votes against, T-Mobile’s new COO’s family gets perks, anti-DEI proposal fails

Scott’s Miracle Gro, Becton Dickinson, Visa, Jacob’s Solutions, Walgreens

Think like an activist: Korea Tobacco & Ginseng with Sunghyun Lee at Flashlight Capital

Forget zombie directors, worry about vampires, mummies, and Frankensteins

How much should a director get paid? Lam Research, plus WiseTech’s board capture and Southwest’s board shakeup

Is Parker Hannifin the most parochial board ever? Also, Pfizer’s activist “defense” and Champions Oncology’s superstar

How should we evaluate board skills quiz, plus Pfizer and Air Products activists, and Zoom’s happy CFO

The Big Vote at P&G, plus Commerzbank’s glass cliff, Elliott vs. Southwest, Masimo’s loss, and ConAgra’s oops

The Big Vote at FedEx (the Fred Smith show), plus 23andMe is now just me, and shakeups at Nike

The Big Vote at Darden, plus Starboard shakes Southwest, Norfolk Southern’s CEO problem, and a board draft

The Big Vote at General Mills, plus Starbucks poaches a burrito and Intel is pre-activist concerned

Proxy Season Preview: Board knowledge and skill votes, plus board appointment fails, fake CEOs, and activist updates

2023-24 PROXY AWARDS, including best performing director, best proxy match, and board you want a beer with

Top and bottom director performance, plus Southwest’s proxy fight and director perks

The Big Vote at Snowflake, plus Tyson gets replaced, a zombie at Veeva, and declassifying wins

The Big Vote at Delta Airlines, plus Musk’s vote “leak”, and Eli Lily and Alphabet’s CFO trade

The Big Vote at Target, plus Musk’s blackmail, investors not named Mark, and director trade-ups

The BIG Vote at Tesla, plus investors keep forgetting who sets pay and Crown Castle’s proxy win

The Big Vote at Meta, or how to deal with dictators, plus updates from Exxon and Tesla

The Big Vote at Chevron, Exxon, and Shell, plus a big AGM roundup

How to use data for the height of proxy season, plus Paramount and Norfolk updates

The Big Vote at Norfolk Southern, plus Exxon’s shareholder fight and Keurig’s CEO ping pong

The Big Vote at Abbott Laboratories, plus Tesla’s shareholder litmus test and the Free Float bump at Disney

The Big Vote at Airbus, plus Peltz loses and Calhoun walks from Caterpillar

The Big Vote at Carnival, plus why a “shakeup” at Disney doesn’t mean Peltz

The Big Vote at McCormick, plus Disney vs. ISS and Glass Lewis, and say goodbye to a longtime underperforming director

The BIG vote at DISNEY, plus boomerang at Under Armour, “board observer” at LKQ, and Sonos’ vote against CEO

The Big Vote at Analog Devices, plus Trian’s Disney white paper and JB Hunt’s unorthodox new board roles

The Big Vote at Hologic against the legacy of Icahn, plus Norfolk Southern’s gaslight

The Big Vote at Qualcomm, plus Zuckerberg’s new board toys, and the social media proxy wars at Disney

The Big Vote at Starbucks, plus female CEO hiring “spree” at Fortune 500, and results at Emerson and Tyson

The Big Vote at Deere & Company, plus Arjuna vs. Exxon, duck proxy advice, and Nixon-era directors at O’Reilly Automotive

The Big Vote at Siemens, plus Julie Robertson’s hire/firing and the Strive of Europe goes after BP

The Big Vote at Apple, plus The Rock fills a chair, Starbucks’ empty chair, and vote results at Visa and Costco

The Big Vote at Tyson Foods, plus the end of a Facebook era, BP’s boring CEO pick, and Trian strategy vs. Disney strategy

The Big Vote at Becton Dickinson, plus Starbucks board growth on the trade wire and investor policy votes at RingCentral

The Big Vote at Walgreens. Plus, more Disney board drama, CFOs pushed out, and vote roundups

The Big Vote at Costco, plus bald men run Nikola, Petlz trolls Disney with board pick, lazy shareholders, and golden "hello again!" award season

Netflix flips pay, ISS and GL confuse at Palo Alto, Microsoft AGM results, and The Big Vote at Visa

Disney, AIG, Arista board moves, proxy cage matches at Starbucks, Disney, Wendy's, and Autozone's game time vote picks