On the Proxy Solicitation and Advisory Scene
EQ hires Margaret (Peggy) O’Keefe as Managing Director, Corporate Governance, to beef up its new proxy business: “Peggy brings more than 20 years of experience to EQ. Her experience in corporate governance and executive compensation consulting and research will...
On the Transfer Agency Scene
Huge news at Computershare - the acquisition in April of the Microsoft transfer agency business. As we write, Microsoft is the largest company in the world by market-cap - a major leader in the high-tech world, of course, which has, so far, and permanently we’d hope,...
Cocal-Cola Re-Institutes “Quarterly Reports to Shareholders” – In A Modern Way
We were delighted to get this link to the Coca Cola Quarterly Report to Shareholders from Karen Danielson, Coke’s incomparable Shareholder Services Manager, following the SSA discussion on “Better Communications With Shareholders.” ...
Our Top Tips on Creating Written Materials That Shareholders Will Read – And Act On
Your editor-in-chief was pleased to be part of a panel at the SSA’s annual conference in July on “Communicating Effectively with Shareholders” where he focused on writing and design tips, based on his many years as a writer, designer, sender and recipient of...
More News: Are Three Big Index Funds on Track to 34% of All Shares Voted by 2030?
Research by Lucian A. Bebchuk, Harvard Law School, and Scott Hirst, Boston University School of Law, and reported in the Stinson Corporate & Securities Law Blog, indicates that “three key index fund advisors could cast 34% of votes in the next decade at S&P...
More Meeting News to Ponder: Three Individual Investors Submitted 37% of the 2019 Proposals Submitted by the Top-Ten Poponents
It’s easy to understand why issuers get upset about “gadflies” - and would like to see the ownership thresholds increased for submissions of shareholder proposals - and to see the actual vote-getting totals thresholds increased substantially for re-submissions. As the...
The Best, Worst and Weirdest Things We’ve Seen in the 2019 Meeting Season to Date
LET’S PUT THE WORST BEHIND US FIRST: The return of those perfectly awful “floor votes” - led this season by the equally awful “Burn More Coal” lobby at meetings of at least four electric utility companies. We’ve warned annually about the foolishness of allowing...
Can We Do Away With Paper Dividend Checks? Plus, Our Top 5 Ways to Get Results.
A month or so ago, Liz Dunshee, one of the three wonderful bloggers on the incomparable thecorporatecounsel.net blog, e-mailed the following question to us, that she’d received from a subscriber: “Has anyone implemented plans to eliminate (or reduce) your stock...
A Call to Action: Bring Back the “Own Your Share of America” Campaign!
In mid-July, during an open Q&A session your editors attended at the SSA annual conference, this question from a member popped up on the screen: “With the number of public companies declining every year - and with the number of individual investors shrinking every...
Evelyn Y. Davis: Gadfly Extraordinaire and Self-Styled “Queen of the Corporate Jungle” Passes Away on November 30, 2018 at the Age of 88
One of the most complex, contentious, egotistical, infuriating and relentless people – and in many ways one of the saddest people on the corporate scene – due, perhaps, to her terrible experiences as a Holocaust survivor, which were rarely mentioned until late in her life…
Podcast Alert: Annual Meeting Season 2026 — Expert Advice from Carl & Peder Hagberg
Carl and Peder Hagberg of The Shareholder Service OPTIMIZER join Meredith Ervine from TheCorporateCounsel.net to discuss proxy season risks, virtual meetings, and shareholder engagement for 2026.
Listen to hear their insights on this year’s annual meeting season.