"Breaking up large energy companies is not only possible, but it also unlocks significant value. — Stacy Nieuwoudt, Elliott nominee for Phillips 66's Board and former energy investor"
Callouts & quotes from 617+ activist slides
Every emphasised callout and every pulled quote, extracted slide-by-slide. Search by keyword, filter by slide type or by source.
"With the exception of the current and former CEOs, the Board lacks significant, recent experience with water and wastewater utilities — Aqua NJ Audit by SAGE Management Consultants"
"These independent directors agreed to join our board, because they believe in our outstanding plan and they recognize that our plan is the right plan... — John Hess's Nominees"
"I think that what Nelson is doing is trying to get things to be as good as possible at DuPont. I think they should put him on the board.” — Jim Cramer, Host, CNBC's Mad Money"
"I think that what Nelson is doing is trying to get things to be as good as possible at DuPont. I think they should put him on the board.” — Jim Cramer, Host, CNBC’s Mad Money"
"I think that what Nelson is doing is trying to get things to be as good as possible at DuPont. I think they should put him on the board.” — Jim Cramer, Host, CNBC's Mad Money"
"“...he did not believe that the Celgene Board would accept the proposal...and noting that reaching a definitive agreement by January 2, 2019 would be difficult.” — Mr. Alles"
"Those same dollars could have been spent on reinforcing, expanding their own base operations. — Michael Heim, Elliott nominee for PSX’s Board and Co-Founder, Targa Resources"
""The Board does not intend to issue preferred stock in the future and believes that it is appropriate to eliminate this provision from the Articles." — Apple Proxy Statement"
""We do not believe that Pershing Square's nominees would add value to the Board." — Target spokesperson; "Ackman campaign for Target like prize fight" — Reuters, 4/18/2009"
"The Board says Jamie Boychuk "offers more downside for Norfolk Southern than upside" and that "his track record as an operator is not inspiring." — Norfolk Southern Board"
"“[I]t is often the case that older directors are among the savviest and most skilled board members...” — David Katz and Laura McIntosh, Wachtell, Lipton, Rosen & Katz"
""[I]t is often the case that older directors are among the savviest and most skilled board members..." — David Katz and Laura McIntosh, Wachtell, Lipton, Rosen & Katz"
"Our directors are not permitted to serve on more than four additional public company boards without the approval of the Board of Directors. — Samsara Proxy Statement"
"[I]t is often the case that older directors are among the savviest and most skilled board members... — David Katz and Laura McIntosh, Wachtell, Lipton, Rosen & Katz"
"In all our decades of investing, we cannot recall a proposed board slate so eminently qualified for the task at hand — Artisan Partners, Top Ten Active Shareholder"
"Management and the Board's conclusion that the "current structure maximizes value" is at odds with many years of subpar operating results. — Trian Fund Management"
"No. This was the only assets literally that's acquired from Media Ventures... — Udo Müller Co-Founder, Chairman of Management Board and Chief Executive Officer"
"We currently purchase finished circuit boards and injection-molded plastic components from suppliers located in the U.S., Mexico and Taiwan — Axon SEC Filings"
"consumer compliance breakdowns, ...numerous unfair and deceptive practices and a deficient consumer compliance risk management program — Federal Reserve Board"
"VERINT'S BOARD-LED STRATEGY IS DELIVERING STRONG OPERATIONAL PERFORMANCE, FINANCIAL RESULTS AND STOCK PRICE APPRECIATION — Verint Systems Inc. Proxy Filing"
""The Board appointed Alan Shaw as CEO because the depth and breadth of his experience would best position us to leverage PSR..." — Norfolk Southern Board"
"“Thanks to our Board, who knows that we will be the standard of care and to our patient shareholders, thank you. We are on our way.” — Mehren (AXDX CEO)"
"“We believe the stock performance is compelling evidence of the effectiveness of the Board and management” — Buffalo Wild Wings Media Statement, 3/8/17"
""We believe the stock performance is compelling evidence of the effectiveness of the Board and management" — Buffalo Wild Wings Media Statement, 3/8/17"
"Stacy Nieuwoudt, Elliott nominee for Phillips 66’s (NYSE: PSX) Board, explores how breaking up large energy conglomerates can unlock significant value."
"Transforming Office Depot: A Plan for Renewal and Reinvigoration — Starboard Value LP (White Paper Presentation filed with the SEC on August 2, 2013)."
"At this time, we are not interested in selling a piece of the Orange St. property. — Bryce Kell, Business Administrator, Millville Board of Education"
""[O]ne person with direct knowledge of the boardroom spats maintained that Mr. Genish was "Vivendi’s man"..." — Financial Times, November 13, 2018"
"‘The BoD regularly reviews its leadership structure’: failure to correct confirms lack of independent oversight — BlackRock Board of Directors"
""Right now, the retailers, they're doing better in this round of the fight," — Warren Buffett, investor and board member of Kraft Heinz Co."
"Thoughtful Multi-Year Board Refreshment In Process And Largely Completed Before Starboard Appeared — Excerpt from Huntsman Investor Deck"
""when it came to serious discussions, I [Schoen] recommended to the board that we look at all our alternatives." — Chairman Bill Schoen"
"Our strong business performance has driven total shareholder returns that have outperformed our peers. — Autodesk Board and Management"
"Peltz or Trian involvement on boards resulted in TSR underperformance versus the S&P 500 in ~68% of cases. — VoteDisney.com, 02/28/24"
"Peltz or Trian involvement on boards resulted in TSR underperformance versus the S&P 500 in ~68% of cases. — VoteDisney.com, 02/28/24"
"Management expected doses sold to increase every year after 2023 — Starboard Value (annotating Pfizer Q4 2022 Earnings Presentation)"
"the Board has no appetite for M&A — Colleen Moorehead (Chair). The Board’s priority is to reduce debt. — Colleen Moorehead (Chair)."
"Elliott played a significant role in encouraging the change in Brocade's management and in laying out the opportunity for the board"
"“Zuckerberg’s Pal” and “Zuckerberg’s Friend” — Media reports regarding Dropbox CEO Drew Houston's appointment to Facebook's board."
"In recent years, we have pushed the [soup] business too hard on pricing and margin. — Board member & interim CEO Keith McLoughlin"
"“is the most attractive transaction available” — Capricorn Board; “either return it or do something else with it” — Capricorn CEO"
""Engine requisitioned a special meeting of shareholders, and the Company promptly set a meeting for August 20, 2024." — DND Board"
"Like in a banana republic, the Board is playing tricks with the corporate machinery to ensure its reelection and remain in power."
"We did not do enough to keep our soup products and brands relevant with consumers. — Board member & interim CEO Keith McLoughlin"
"They've got a reputation to repair. — Michael Heim, Elliott nominee for Phillips 66's Board and Co-Founder, Targa Resources"
"Interpretation of pacing data by MedSec medical advisor and board member, Dr. Hemal Nayak. See The Appendix. — Footnote 19"
""The Board's abdication of such an essential duty is indefensible and shameful." — Oplink Communications activist report"
"Kao claim that the skill profiles incumbent on the board are “best suited for the continued oversight of Kao’s strategy”"
"We look forward to welcoming the nominees as new Board members and believe they will be valuable contributors — DSP CEO"
"Another year of empty rhetoric and broken promises is unacceptable. — Elliott's letter to Phillips 66's Board, 2/11/25"
"Another year of empty rhetoric and broken promises is unacceptable. — Elliott’s letter to Phillips 66’s Board, 2/11/25"
"Another year of empty rhetoric and broken promises is unacceptable. — Elliott’s letter to Phillips 66’s Board, 2/11/25"
"Another year of empty rhetoric and broken promises is unacceptable. — Elliott's letter to Phillips 66's Board, 2/11/25"
"overall purchasing plans for homes, autos, appliances, and vacations all pulled back in April. — The Conference Board"
"We also question whether the Board is appropriately holding senior management accountable for its numerous missteps."
"Do not do this. This is a major mistake and not in the best interest of shareholders. — Peter Feld, Starboard Value"
"“If the board is so convinced [a Red Lobster spinoff] is such a great idea, then put it to a vote.” — New York Post"
"“Our March 8, 2013 letter did not correctly reflect the last and final position proposed by Starboard.” — DSP Group"
"We are excited to have Corey Walker, President of Lab Solutions, fully onboarded. — Avantor 1Q 2025 earnings call"