Daniel S. Och sent a letter to the Board of Sculptor Capital Management (SCU)
Key Summary: On November 3, 2022, Daniel S. Och (0.6%) criticized the CEO's $145.8 million compensation and governance failures, urging...
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Value Investing
Ananthi.T 17BT002
Aug 25, 20233 min read
GAMCO secured board seats in Strattec Security Corp (STRT)
Key Summary: On September 22, 2021, the company announced its AGM for October 5, 2021, where shareholders would vote on electing two...
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Ananthi.T 17BT002
Aug 23, 20231 min read
MFN Partners Management urges new board appointments at Yellow Corporation (YELLQ)
Key Summary: On August 23, 2023, MFN Partners Management (42.3%) requested the company fill two board vacancies with directors...
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Ananthi.T 17BT002
Aug 21, 20232 min read
Freshpet (FRPT) and JANA Partners announce Cooperation Agreement
Key Summary: On September 22, 2022, JANA Partners (9.6%) announced plans to discuss strategic and governance matters with the board. By...
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Ananthi.T 17BT002
Aug 15, 20231 min read
GEE Group Inc. (JOB) announces cooperation agreement with Red Oak Partners
Key Summary: On August 9, 2023, Red Oak Partners entered a cooperation agreement with the company, leading to the board's expansion from...
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Ananthi.T 17BT002
Aug 10, 20232 min read
Noble Roman's, Inc. (NROM) adjourns annual meeting due to quorum insufficiency
Key Summary: On April 17, 2023, BT Brands (8.11%) nominated Gary Copperud for the Board at the 2023 AGM. They filed proxy materials on...
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Ananthi.T 17BT002
Aug 8, 20232 min read
CBI USA calls for resignations and proposed nominations at Exicure, Inc (XCUR)
Key Summary: On September 26, 2022, the company agreed to sell 3,400,000 shares to CBI USA at $1.60 per share in a private placement,...
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Ananthi.T 17BT002
Jul 28, 20231 min read
Nano Dimension withdrew its director nominations for the upcoming AGM at Stratasys Ltd (SSYS)
Key Summary: On March 6, 2023, Nano Dimension Ltd (14.5%) expressed its intent to engage with Stratasys on enhancing shareholder value...
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Ananthi.T 17BT002
Jul 24, 20232 min read
Vector Capital entered a Cooperation Agreement with LivePerson, Inc (LPSN)
Key Summary: On October 20, 2024, Vector Capital entered a Cooperation Agreement with the company. On August 20, 2024, Robert P. LoCascio...
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Ananthi.T 17BT002
Jul 11, 20232 min read
John R. Saunders calls for board resignations and improved management at Pennsylvania Real Estate Investment Trust (PRET)
Key Summary: On July 11, 2023, John R. Saunders (10%) criticized the Board of Trustees for not accepting resignations after a shareholder...
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Ananthi.T 17BT002
Jul 6, 20233 min read
JANA Partners reached agreement with Mercury Systems (MRCY)
Key Summary: On December 23, 2021, JANA Partners (6.6%) sought discussions with the board about maximizing shareholder value, including...
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Ananthi.T 17BT002
Jun 30, 20232 min read
RumbleOn (RMBL) reached agreement with William Coulter and Mark Tkach
Key Summary: In 2021, William Coulter and Mark Tkach sold RideNow Powersports to RumbleOn, where Coulter became Executive Vice Chairman...
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Ananthi.T 17BT002
Jun 29, 20233 min read
Shareholders elected company's director nominees to the board of Alkermes (ALKS)
Key Summary: On May 10, 2021, Sarissa Capital (5.9%) nominated a director for the 2021 AGM, and by April 29, had an agreement to appoint...
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Ananthi.T 17BT002
Jun 27, 20231 min read
NexPoint Asset Management sends open letter to the board of Paratek Pharmaceuticals (PRTK) regarding upcoming annual meeting and proposed acquisition by Gurnet Point Capital
Key Summary: On March 30, 2023, NexPoint Real Estate Opportunities (11.7%) discussed with management the pursuit of strategic...
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Ananthi.T 17BT002
Jun 16, 20231 min read
Alta Fundamental Advisers Calls for Extraordinary General Meeting at Mallinckrodt plc (MNKKQ) to Replace Board of Directors
Key Summary: On June 16, 2023, Alta Fundamental Advisers (14.8%) sent a letter to the board requesting an extraordinary general meeting...
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Ananthi.T 17BT002
Jun 16, 20233 min read
Stockholders voted to elect company's director nominees to the board of First Foundation Inc (FFWM)
Key Summary: On January 13, 2023, Driver Management Company announced plans to file a proxy statement to nominate directors for the 2023...
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Ananthi.T 17BT002
Jun 12, 20233 min read
Daniel Khoshaba delivered a letter to the Board of Wheeler Real Estate Investment Trust (WHLR)
Key Summary: On January 6, 2020, Daniel Khoshaba disclosed a 7.5% stake and requested a board appointment. He was elected director on...
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Ananthi.T 17BT002
Jun 9, 20231 min read
Co-Founders Raise Concerns to Board, Propose Board Replacements at Annual Meeting of Charlotte's Web Holdings, Inc (CWBHF)
Key Summary: On June 9, 2023, the Co-Founders (8.2%) expressed concerns about the company's performance to the Board and proposed...
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Ananthi.T 17BT002
May 24, 20232 min read
Shaltout and Desai Disclose Stake and Demand Accountability at Pacific Coast Oil Trust (ROYTL)
Key Summary: On November 7, 2024, Moe Shaltout and Ravi Desai disclosed a 10.7% active stake in the company, emphasizing their commitment...
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Ananthi.T 17BT002
May 17, 20233 min read
Star Equity Fund Reacts to Second Consecutive Adjournment of the Firsthand Technology Value Fund (SVVC) Annual Meeting
Key Summary: On November 25, 2022, Star Equity Fund (5.08%) expressed plans to discuss board composition, corporate governance, and...
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