Practical Analysis

A few weeks ago, I blogged some preseason observations from ISS-Corporate – and now we have this report from Glass Lewis with a bunch of preseason notes. Here’s an excerpt: “Proposal and Exclusion Request Volumes Key Takeaway #1: The number…
You probably wouldn’t think that the relationship game is an integral part of drafting good disclosure. But it is. Without solid relationships, people you rely upon – both inside the company and outside – might not be comfortable bringing something…
Here’s an excerpt from this 17-page report from Glass Lewis previewing trends for this proxy season: “Upward DiscretionTowards the end of the 2025 calendar year, there was a slight uptick in the number of companies exercising upward discretion, mainly under…
With AI penetrating many facets of our lives these days, it’s inevitable that it will influence the way you work. It might be through proprietary closed-loop AI services – or it might be through open source AI platforms. Here are…
Here’s an excerpt from this Wilson Sonsini memo in the section entitled “The plaintiff’s lawyers are reading: dot your “i’s” and cross your “t’s” in your proxy statement”: “We continue to see plaintiff’s lawyers reviewing preliminary and definitive proxy statements…
Given that proxies are increasingly visual, this presents challenges when working on your proxy within Workiva. “Design” in Workiva has specific rules to avoid Edgar filing errors that you should be aware of, including: 1. The “Blurry Image” Trap: Users often…

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Recent Posts

Tracking Shareholder Proposals and Company Exclusions: Preseason Observations
Building Relationships is Critical to Crafting Good Disclosure
Preseason Trends: Executive Compensation
Four Ways That In-House Disclosure Drafters Can Use AI
How the Plaintiff’s Lawyers are Reading Your Proxy
Workiva: Common Snafus with Graphics