Matt Moscardi 7/10/25 Matt Moscardi 7/10/25 2025 Proxy Season Review: Unelected directors, non profit interlocks, illogical voting, and SHP kabuki theater Read More Matt Moscardi 7/3/25 Matt Moscardi 7/3/25 Adding directors right after the AGM, plus Hoag stays, pay for bottom quartile, and attendance bites again Read More Matt Moscardi 6/20/25 Matt Moscardi 6/20/25 Founder boards, plus Zaslav’s payday, and the death of shareholder proposals Read More Matt Moscardi 6/12/25 Matt Moscardi 6/12/25 Director attendance, plus Jay Hoag’s big vote and activist dissonance at Penn, Victoria’s Secret Read More Matt Moscardi 6/5/25 Matt Moscardi 6/5/25 CEO succession risk, plus Mangless vs. Zevra lessons, and UnitedHealth’s investor confidence Read More Matt Moscardi 5/30/25 Matt Moscardi 5/30/25 Netflix and independence, plus Deckers Outdoors, Ball CFO, and shareholder vote disconnects Read More Matt Moscardi 5/22/25 Matt Moscardi 5/22/25 WSJ’s Top 250 directors, plus Exxon’s vote, Elliott’s win, and Tesla’s new director Read More Matt Moscardi 5/15/25 Matt Moscardi 5/15/25 Verizon and audit committee problems, plus Kohl’s, Chevedden premium, and Phillips 66 Read More Matt Moscardi 5/9/25 Matt Moscardi 5/9/25 Blackrock’s board conflict, plus 97 votes and fun perks for retirements Read More Matt Moscardi 4/24/25 Matt Moscardi 4/24/25 Anointed director at American Express, plus why caving to Robby Starbuck is bad for business at Harley Davidson Read More Matt Moscardi 4/10/25 Matt Moscardi 4/10/25 Corporate democracy with Sarah Haan Read More Matt Moscardi 3/28/25 Matt Moscardi 3/28/25 Director “party line” voting, plus nom committee failures and Disney investors are asleep Read More Matt Moscardi 3/14/25 Matt Moscardi 3/14/25 ISS flips on Disney, plus CEO pay tweaks, Starbucks results, and low CEO pay ratios Read More Matt Moscardi 3/7/25 Matt Moscardi 3/7/25 Non-profit board interlocks are a widespread, plus Kroger’s CEO fired, and Indivior’s overhauled activist board Read More Matt Moscardi 2/28/25 Matt Moscardi 2/28/25 Tariff board survivors, plus Boeing’s board loss and results at Apple and Deere Read More Matt Moscardi 2/20/25 Matt Moscardi 2/20/25 Copy/paste anti-ESG proposals at Apple and Deere, plus guest Mike Levin on activism in 2025 Read More Matt Moscardi 2/13/25 Matt Moscardi 2/13/25 Director votes on “merit”, relocation cost to median employee ratios, and long-tenured lead directors Read More Matt Moscardi 1/31/25 Matt Moscardi 1/31/25 Tyson Foods merits votes against, T-Mobile’s new COO’s family gets perks, anti-DEI proposal fails Read More Matt Moscardi 1/23/25 Matt Moscardi 1/23/25 Scott’s Miracle Gro, Becton Dickinson, Visa, Jacob’s Solutions, Walgreens Read More Matt Moscardi 11/8/24 Matt Moscardi 11/8/24 Think like an activist: Korea Tobacco & Ginseng with Sunghyun Lee at Flashlight Capital Read More Older Posts
Matt Moscardi 7/10/25 Matt Moscardi 7/10/25 2025 Proxy Season Review: Unelected directors, non profit interlocks, illogical voting, and SHP kabuki theater Read More
Matt Moscardi 7/3/25 Matt Moscardi 7/3/25 Adding directors right after the AGM, plus Hoag stays, pay for bottom quartile, and attendance bites again Read More
Matt Moscardi 6/20/25 Matt Moscardi 6/20/25 Founder boards, plus Zaslav’s payday, and the death of shareholder proposals Read More
Matt Moscardi 6/12/25 Matt Moscardi 6/12/25 Director attendance, plus Jay Hoag’s big vote and activist dissonance at Penn, Victoria’s Secret Read More
Matt Moscardi 6/5/25 Matt Moscardi 6/5/25 CEO succession risk, plus Mangless vs. Zevra lessons, and UnitedHealth’s investor confidence Read More
Matt Moscardi 5/30/25 Matt Moscardi 5/30/25 Netflix and independence, plus Deckers Outdoors, Ball CFO, and shareholder vote disconnects Read More
Matt Moscardi 5/22/25 Matt Moscardi 5/22/25 WSJ’s Top 250 directors, plus Exxon’s vote, Elliott’s win, and Tesla’s new director Read More
Matt Moscardi 5/15/25 Matt Moscardi 5/15/25 Verizon and audit committee problems, plus Kohl’s, Chevedden premium, and Phillips 66 Read More
Matt Moscardi 5/9/25 Matt Moscardi 5/9/25 Blackrock’s board conflict, plus 97 votes and fun perks for retirements Read More
Matt Moscardi 4/24/25 Matt Moscardi 4/24/25 Anointed director at American Express, plus why caving to Robby Starbuck is bad for business at Harley Davidson Read More
Matt Moscardi 3/28/25 Matt Moscardi 3/28/25 Director “party line” voting, plus nom committee failures and Disney investors are asleep Read More
Matt Moscardi 3/14/25 Matt Moscardi 3/14/25 ISS flips on Disney, plus CEO pay tweaks, Starbucks results, and low CEO pay ratios Read More
Matt Moscardi 3/7/25 Matt Moscardi 3/7/25 Non-profit board interlocks are a widespread, plus Kroger’s CEO fired, and Indivior’s overhauled activist board Read More
Matt Moscardi 2/28/25 Matt Moscardi 2/28/25 Tariff board survivors, plus Boeing’s board loss and results at Apple and Deere Read More
Matt Moscardi 2/20/25 Matt Moscardi 2/20/25 Copy/paste anti-ESG proposals at Apple and Deere, plus guest Mike Levin on activism in 2025 Read More
Matt Moscardi 2/13/25 Matt Moscardi 2/13/25 Director votes on “merit”, relocation cost to median employee ratios, and long-tenured lead directors Read More
Matt Moscardi 1/31/25 Matt Moscardi 1/31/25 Tyson Foods merits votes against, T-Mobile’s new COO’s family gets perks, anti-DEI proposal fails Read More
Matt Moscardi 1/23/25 Matt Moscardi 1/23/25 Scott’s Miracle Gro, Becton Dickinson, Visa, Jacob’s Solutions, Walgreens Read More
Matt Moscardi 11/8/24 Matt Moscardi 11/8/24 Think like an activist: Korea Tobacco & Ginseng with Sunghyun Lee at Flashlight Capital Read More
