Finally… Some Long Overdue Action On Sellers And Users Of “Early Peeks” At Market-Moving Info – And On Those Fast-Traders… “Rigged”… Can You Believe It? Are You Surprised?
Whoopee! After the press began to shine increasingly strong spotlights on the collection, sale and use of advance looks at potentially market-moving data…
The Supplier Scene 2014
Boom! The acquisition by number-one T-A Computershare of Registrar & Transfer Company’s stock transfer business – along with its Commerce Financial Printers unit and R&T’s relatively new Eagle Rock Proxy Advisors business – dropped with a big loud bang in May
Unclaimed Property And The Real James Brown
“Ah Feel Gooood!” – Finding The Real James Brown, And Reuniting Him With Almost A Half-Million Dollars In Unclaimed Property…A Nifty Story – And One That’s Still Contains A Valuable Takeaway On Abandoned Property
SSA Update From Board Member Alvin Santiago
An update from Alvin Santiago, SSA Board Member and Manager, Treasury Service, Fortune Brands Home Security Services.
How To Cope With The New Activism?
Advice From Bill Fiske of Georgeson, Bruce Goldfarb of Okapi Partners, Tom Germinario of D.F. King, Michael Mackey of Alliance Advisors, Ron Schneider of RR Donnelley and Artie Regan of Regan & Associates.
What Is The Tri-State Coalition? What Are Its Goals?
Interview With Sister Patricia A. Daly, OP Executive Director, Tri-State Coalition
What Is “Sustainable Investment” And The Activist Game Plan
Interview With Heidi Welsh Of Sustainable Investments Institute
Taxin Shares His Activist Playbook
Interview With Activist Investor Greg Taxin
It Pays To Have A “Flexible Front End” Ask Any Elephant
An Interview With Ellen Philip And Cal Donly Of Ellen Philip Associates
Keane Acquires UPRR Creating The Most Experienced Firm Dedicated To Unclaimed Property Compliance
An Interview with Mike O’Donnell and Melissa McCarthy
Computershare’s Jay McHale Reviews Issuer Challenges And Solutions For 2015
The Optimizer had an opportunity to sit down with Jay McHale, President of Computershare’s US Equity Services, to talk about his perspective on the securities industry.
Shift Happens
An Interview With James Kristie On Corporate Governance Trends
What’s Up With All Those Proxy Solicitors?
As The Equity And Deal-Markets Continue To Stagnate, And With Publicly Traded Companies And Their Registered Shareholders In Free-Fall.
Think You Hold Irrevocable Proxies?
Think You Hold “Irrevocable Proxies” To Back Up Voting Agreements With Large Investors And/Or Dissidents? Think Again!
Tranfer Agent Market Share
The Main “Decider” We Say, In The Long-Term-Survival Game… Is The “End Game” In Sight?
Is The Transfer Agent “End Game” In Sight?… We Say Yes
A Few Tips On What To Think About – And To Do Now…
How Independent Inspectors Of Election Came To Be…
With Special Thanks To Mister Smith… And Mister Jones. Another Fun Story For Our “History” Section.
Some Early Returns From The 2013 Annual Meeting Season
A True “Sea Change” In Executive Pay Practices, We Say…
Annual Meeting Site Selections
What You Need To Know – And Do
What, Exactly, Should Inspectors Of Election Be Inspecting?
Every Inspector of Election signs basically the same oath before an annual or special meeting of shareholders begins – swearing “to execute the duties of Inspector with strict impartiality and to the best of my abilities.”
Advanced Earnings-Call Research
Really Righting The Governance Balance
A Few “Housekeeping Issues” To Add To Your Annual Meeting Planning Agenda
…Or To Tick Off Your List Before The Big Day Looms…
A Little Primer On Annual Meeting Etiquette
Our Top Ten Tips On Meeting Manners – Plus One To Think On
More Takeaways From The 2013 Annual Meeting Season
Our ”Number-One Thing” Warning Comes True…In Spades, As Does Our Warning Re: “Big Hats/No Cattle”: Things To Think On As You Plan For Next Year
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.