An Update on Virtual Shareholder Meetings
A Great Thing, But Look Carefully Before You Leap
MID-MEETING-SEASON SANITY CHECK
IMPORTANT REMINDERS ON THE MATH – AND ON THE “OPTICS” – AND ON THE “AUDIBLES” OF VOTE REPORTING
Our Predictions on the 2018 Meeting Season Were Squarely On The Money
HERE’S OUR ANALYSIS OF TOP DEVELOPMENTS – AND OUR ADVICE TO ISSUERS ON PREPARING FOR 2019
Annual Meeting Planning – 2018
Two other sets of developments this season also give us reason to think hard as we plan for 2018:
Misguided SEC “Guidance” On No-Action Letters
And on Allowing Non-Shareholders to Submit Shareholder Proposals as “Proxies”: Time for Some Tough Talk, We Say
Ever Think About a Tied Vote?
Or Of What To Say And Do If Some Results Seem “Too Close To Call?”….Very Smart To Do These Days
Financial Choice Act Passes the House, With Major Changes in Proxy Proposal Rules:
ISSUERS; BEWARE OF GETTING WHAT YOU WISH FOR, WE WARN…
“MINI-TENDER” OFFERORS ARE BACK AGAIN
“HEED THE JUDGE” IN A LANDMARK CASE, BEFORE TURNING OVER YOUR SHAREHOLDER RECORDS TO UNKNOWN AND POSSIBLY UNSCRUPULOUS “SERVICE PROVIDERS.”
The 2017 “Ficklefinger Award”
And the winner is....... It’s been quite a few years since we handed out our once-annual Ficklefinger Award. With so much focus on good corporate governance practices over the past few years, most public companies are extremely wary of flicking a finger at...
“Diversity” and the Prevalence of “Old White Men” at Shareholder Meetings
In our last issue we predicted that “diversity” would be a hot topic during the 2017 Meeting Season, and we are indeed happy to see a much overdue and much increasing focus here. We noted the new initiatives at State Street, and at several of the public pension funds...
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.