Show notes
What are the overall results from AGMs in 2026?
How did companies and shareholders do in AGM votes?
Shareholder proposals
Many fewer E&S
Same or slightly more corp gov
Voting outcomes similar to past years(?)
Proxy contests
Many fewer compared to earlier years
Activists prevailed at roughly the same rate, perhaps a little lower
Many more settlements
Notable activist situations
ESG proposals
Proxy contests
Almost no really big ones
Biglari lost two, CBRL and JACK
Two mergers terminated
CORZ, CoreWeave
STAA
Withhold campaigns didn’t work
CBRL, JACK
VSCO - started as a proxy contest
Several…
Website: freefloat.llc
