This LinkedIn post by Pennant AI’s Ryan Nowicki Stewart is worth considering: “Prediction markets are already pricing earnings beats, CEO departures, IPO timelines, CFO commentary and M&A outcomes on platforms like Kalshi – with $178B in annualized trading volume and…
Last week, I blogged stats from a report from ISS-Corporate about the trends in shareholder proposals this far in the proxy season. This new report from Glass Lewis has even more recent stats – and a bevy of great charts.…
Last week, the SEC released a seismic proposal under which it proposes to simplify the filer status categories and expand accommodations to simplify disclosure for many companies. In its proposal, the SEC estimates that approximately 80% of current public companies…
This analysis from ISS-Corporate reveals what we’ve heard from other sources – that companies are including more shareholder proposals in their proxy compared to past years during this season of Corp Fin not refereeing the Rule 14a-8 process. The stats…
Even though we only have a proposal – and not a final rule – from the SEC about optional semi-annual reporting, many companies are already weighing the pros and cons of moving from quarterly to semi-annual reporting. Here are 10…
I continue to receive reactions to this new paper from Glass Lewis entitled “AI and the Fiduciary Test: A Guide for Institutional Investors in Evaluating AI Proxy Voting Solutions” – and I received a number of reactions to the last…
Last week, I blogged about this new paper from Glass Lewis entitled “AI and the Fiduciary Test: A Guide for Institutional Investors in Evaluating AI Proxy Voting Solutions” and I received a number of reactions. One response is this one…
Are you building AI into your disclosure processes? This is a question you should be asking yourself in this new year. As noted in this Workiva report entitled “2026 Predictions for Finance, Risk, and Sustainability,” a company noted it cut…
Following up on my blog from a few days ago about how “How Investors Should Evaluate AI Proxy Voting Solutions,” here’s an interesting note posted by Pennant AI’s Ryan Nowicki Stewart on LinkedIn:
“Welcome to the proxy voting party, Andreessen…
There’s a possible sea change brewing in how institutional investors make their voting decisions as some investors have been using AI tools to help them decide how to vote their holdings this proxy season. Glass Lewis and ISS themselves have…
I’ve blogged before about how the SEC has downsized its staff over the past year. Now we have a GAO report providing more details about that (for the fiscal year ending September 30, 2025). Here are seven things to know:…
Here’s a note from my good friend McKesson’s Jim Brashear: “Did you catch the recent Wall Street Journal piece on corporate jargon? “I Want to Vomit”: The Business Jargon You Hate the Most is a hilarious reminder of how biz-speak can alienate…
With the proxy season in full swing, it’s a good time to take stock on what is happening on a macro level:
1. Extent of Change Has Never Been Greater – Being in the journalism biz, I used to worry…
Here’s the key takeaways from this article penned by Glass Lewis’ Sarah Wenger:
U.S. investors increasingly expect board-level oversight and disclosure of AI governance, with most favoring formalized oversight structures and transparent reporting.
Among S&P 100 companies, just over half…
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…
