company
Proxy advisory firm that advises institutional investors on shareholder votes, including mergers, board elections, and executive pay plans.
No evidence-backed relationships are recorded.
Shareholders approved about 80% of 2026 Texas reincorporation proposals, Pay Governance found, though ISS and Glass Lewis opposed nearly all of them. Support varied by company, so a board weighing the move needs a case built on its own ownership and pay record.
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Pay Governance found just 19% of S&P 500 pay plans opposed by both ISS and Glass Lewis failed in 2026, down from 50% in 2022. The weight now sits with the five largest asset managers, whose own voting frameworks backed pay 95.6% of the time.
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A memorandum from the pay consultancy FW Cook argues that the shareholder conversations able to influence next year's incentive design happen months before the proxy is filed, and that stewardship teams can tell when a company has left it late.
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The Antitrust Division says the withdrawal is neither an enforcement action nor a finding of violation, and under its own rules the letter only ever covered ISS, which is why the brief DOJ filed in May 2025 carries more weight.
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Two academics measured NCLH directors' professional histories against the company's own strategic language and found the pre-campaign board fit worse than its peers' boards did. Every input was public before Elliott moved.
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Glass Lewis's 2026 proxy season data has cybersecurity oversight disclosed by more than nine in ten large caps, which turns the AI question from a novelty into a peer comparison directors will be asked to answer.
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Diligent Market Intelligence says activity held at H1 2025 levels, settlements were the only real route onto boards, and technology brands were pressed on AI integration and cost rationalization.
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DragonGC's third annual count found 14 Fortune 1000 companies below 80% support, down from 25. What they disclosed next reads like a project report, not an apology.
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Staff will not say whether a company's reason for dropping a shareholder proposal is any good until at least September 30, 2026. The paperwork survives; the referee does not.
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