Callouts & quotes from 665+ activist slides

"We are calling on the Board to collaborate on the following changes to strengthen oversight and select the best new CEO to lead the Company into the future."

"We are calling on the Board to collaborate on the following changes to strengthen oversight and select the best new CEO to lead the Company into the future."

"It’s unclear what the CEO meant when he said its business was “sideways” during the last crisis. All of its key financial metrics declined by single digits."

"We are calling on the Board to collaborate on the following changes to strengthen oversight and select the best new CEO to lead the Company into the future."

"We are calling on the Board to collaborate on the following changes to strengthen oversight and select the best new CEO to lead the Company into the future."

"Despite the CEO claiming in late 2018 and in 2021 that the story would change dramatically for Stryker’s spine business, the numbers tell a different story."

"Why should investors buy into the cloud growth strategy if insiders won’t? Recent trades by CEO Bodner suggest that he thinks the stock is getting frothy..."

"We are calling on the Board to collaborate on the following changes to strengthen oversight and select the best new CEO to lead the Company into the future."

"We are calling on the Board to collaborate on the following changes to strengthen oversight and select the best new CEO to lead the Company into the future."

"The Executive Chairman and CEO, who have spent a cumulative 74 years at Southwest, have presided over a period of stunning underperformance at the Company."

"We believe LODE's CEO Corrado De Gasperis has an abysmal track record of failure. After promising a turnaround at Barzel, it abruptly fell into bankruptcy."

"An investment in Valeant shares on the day Mike Pearson became CEO has appreciated to ~45x its initial value in seven years including dividend reinvestment"

"ELLIOTT RELEASES THIRD-PARTY SURVEY RESULTS FINDING THAT PHILLIPS 66 SHAREHOLDERS RANK THE COMPANY LAST IN OPERATIONS, CEO EFFECTIVENESS AND VALUE CREATION"

"Disney cannot credibly blame Bob Chapek for the Company's problems given the fact Mr. Iger has been CEO or Executive Chair since 2005 for all but 11 months"

"Investors Should Be Alarmed That Perion's CEO And Audit Chair Both Worked At Lumenis, Which Was Under SEC Investigation And Charged With Inflating Revenues"

"The Executive Chairman and CEO, who have spent a cumulative 74 years at Southwest, have presided over a period of stunning underperformance at the Company."

"Disney cannot credibly blame Bob Chapek for the Company's problems given the fact Mr. Iger has been CEO or Executive Chair since 2005 for all but 11 months"

"In November 2020, Polma 1, which Vitek owned and for which CPI PG CEO Martin Nemecek served as director, established a new Maltese entity, BT 2 Vessel Ltd."

"An investment in Valeant shares on the day Mike Pearson became CEO has appreciated to ~45x its initial value in seven years including dividend reinvestment"

"An investment in Valeant shares on the day Mike Pearson became CEO has appreciated to 42x its initial value in seven years including dividend reinvestment"

"An investment in Valeant shares on the day Mike Pearson became CEO has appreciated to 42x its initial value in seven years including dividend reinvestment"

"The Company’s share price has underperformed multiple related indices and the broader market since Mr. Anagnost was appointed permanent CEO in June 2017."

"The Company’s share price has underperformed multiple related indices and the broader market since Mr. Anagnost was appointed permanent CEO in June 2017."

"GSHD’s shareholders took on debt, held by the company, and more than half of the proceeds went into the pockets of the CEO and the other pre-IPO holders."

"This deception offends basic principles of transparency and trust, but the more important point is that Nunes, their key man and CEO, is also a lobbyist."

"Flush with cash from selling stock at record prices, it’s easy for the CEO to purchase a lakefront mansion for $14.2m, a corporate jet and a helicopter."

"A recent interview with Ginkgo’s CEO reminded us of performance art by his Siamese synthetic biology twin from Zymergen, right before it self-detonated."

"Based on CEO Locke's choice of words on the Q1 2021 earnings call, we are concerned by his lack of conviction to achieve profitability on the NFL deal."

"To make matters worse, we believe the CEO may have insulted the homebuilding industry by referring to them as "land developers" interested in flipping."

"First, the Board must work with Darden’s management team to unify the strategic plan going forward while completing the CEO search as soon as possible."

"First, the Board must work with Darden’s management team to unify the strategic plan going forward while completing the CEO search as soon as possible."

"Our proposal is not intended to be a vote of no-confidence in CEO Larry Fink, but simply aims to address the lack of independent oversight by the Board"

"Phillips 66's (NYSE: PSX) CEOs reaped an eye-popping $140M from 2020-2024—despite ongoing stock and operating underperformance and missed cost targets."

"Phillips 66's misleading claims of success on its 2022 targets echo the Board's and previous CEO's failure to hit the AdvantEdge66 cost savings target."

"This is an outright “green fraud” that has brought FleetCor to their Philidor moment and should lead to the immediate resignation of CEO Ronald Clarke."

"In June 2018, SOCFIN CEO and (still current) Bolloré SA director Hubert Fabri was found guilty in the Criminal Court of Brussels of active corruption."

"Perlman was CEO of Ceridian during a period it was charged with manipulating earnings by improperly capitalizing $100m of software development costs."

"Why does the CEO not explicitly tell investors what services he is providing that are above and beyond the normal scope of his duties to the Company?"

"Despite delivering the worst operating performance in the industry and (5.1%) TSR over his CEO tenure, Mr. Shaw has been paid more than $23 million."

"A ratio below 100% does not signal strength and we do not believe investors should buy into the praise showered on WSP's M&A discipline by the CEO."

"AOL's CEO and CFO total cash compensation as a percentage of EBITDA of 1.7% is significantly higher than the Independent Peer Group median of 1.0%."

"Since becoming CEO, Dr. Klaus Kleinfeld has underperformed the Company's own self-selected proxy peer median by 156% and the S&P 500 Index by 150%"

"Engine has initiated a search for a CEO who possesses the following characteristics and has the capability to execute on the following priorities:"

"We believe this is all very achievable, and that in fact, the interim CEOs are setting a low bar for a new incoming CEO to show success early on."

"We believe the Board's ineffectiveness may be in part due to the unchecked power of the founder, Rob LoCascio, who serves as CEO and Board Chair."

"We question the value of an acquired asset when half the founders have left the Company and the Co-CEO maintains his “day job” as a veterinarian."

"GreenPower’s major commercial relationship is with Green Commuter, a Southern California-based vanpool operator run by its CEO, Gustavo Ochiuzzo."

"Incumbent Board’s complete failure to hold CEO accountable led to a compensation scheme that is insulting to Campbell employees and shareholders"

"the limited authority conferred to the LID by BlackRock’s Board, confirms the lack of commitment to an effective counterbalance to the Chair/CEO"

"the limited authority conferred to the LID by BlackRock's Board, confirms the lack of commitment to an effective counterbalance to the Chair/CEO"

"With CEO Dominik Richter likely having faced multiple margin calls on his pledged shares, he has a clear incentive to prevent further declines."

"To exacerbate this, AMT CEO Jim Taiclet sells approximately 90% of the shares he receives from option exercises, as shown in the table below."

"Phillips 66 (NYSE: PSX) CEO Mark Lashier ranked last in effectiveness relative to his peers in a recent survey of institutional shareholders."

"Evidence in the captured data indicates that APP’s CEO and CTO blatantly lied and misled investors about APP’s use of persistent identifiers."

"Centers are now forced to use the organ procurement service and TMDX aircraft, according to the ex-employee, contradicting the CEO’s denials."

"The CEO was evasive when the analyst pressed for an answer on production capacity: "we have not announced...how much production will expand.""

"Why the proposed separation of Chair/CEO at BlackRock represents also a test on the coherence and integrity of the Asset Management Industry"

"Why the proposed separation of Chair/CEO at BlackRock represents also a test on the coherence and integrity of the Asset Management Industry"

"At every chance, the CEO talks up how much Amgen loves the machine – so much so that the entire bull case seems to be that “Amgen likes it.”"

"Given management's inability to achieve its #1 most important goal, organic growth, we believe it is appropriate for the CEO & CFO to resign"