Callouts & quotes from 1,436+ activist slides

"“When you combine all of that with our unrivaled portfolio of valuable businesses, brands and assets and the way we manage them together, Disney has a strong hand that differentiates us from others in the industry.” — Robert A. Iger, Disney CEO & Director, November 2023"

"Shareholders question operating controls as recent executive compensation leaves more questions than answers: [R]ecent disclosure indicates the CEO was erroneously overpaid and the error led to a $10MM cash bonus in 2014. — Jonathan Bock, Wells Fargo Research 11/5/2015"

"Volumes delivery, asset utilization and cost management, each require discipline, determination, attention to detail and a mindset that every barrel and every dollar matter. That is the mindset and culture of today's Suncor. — Rich Kruger, Suncor CEO, February 6, 2025"

""Indeed, we consider leadership excellence to be the essential strategic plank of our business model....leadership creates value for all of our stakeholders – guests, investors, employees, vendors and the community." — Darden 2004 Annual Report (Joe Lee's last as CEO)"

"Volumes delivery, asset utilization and cost management, each require discipline, determination, attention to detail and a mindset that every barrel and every dollar matter. That is the mindset and culture of today's Suncor. — Rich Kruger, Suncor CEO, February 6, 2025"

"When you combine all of that with our unrivaled portfolio of valuable businesses, brands and assets and the way we manage them together, Disney has a strong hand that differentiates us from others in the industry. — Robert A. Iger, Disney CEO & Director, November 2023"

"“In the product area, which we’re very proud of, we’re continuing to develop our science-based nutritional supplements to support our mission, which is to provide the best nutrition and weight-management products in the world.” — Michael Johnson, Herbalife CEO, 5/2/07"

"Volumes delivery, asset utilization and cost management, each require discipline, determination, attention to detail and a mindset that every barrel and every dollar matter. That is the mindset and culture of today's Suncor. — Rich Kruger, Suncor CEO, February 6, 2025"

"And so because there wasn't an overlap in terms of our customer base and Passbook was the product that we had, it wasn't going to scale as fast, because the synergies weren't there as fast as we would have wanted it to. — CEO on Passbook, JP Morgan Conf, May 22, 2023"

"“Since the CEO transition on November 1, 2015, our team has delivered total shareholder return (“TSR”) of 27%...the weighted average return of the companies where Mr. Peltz serves as a Board member has been only 8%” — Letter From David Taylor to Shareholders, 8/14/17"

""This [soccer] sponsorship supports retailing with sampling and activation opportunities for our distributors and it will help in recruiting a key target segment of the U.S. population, the stay-at-home mom." — CEO Michael Johnson, Earnings Conference Call, 2/27/2008"

"“Indeed, we consider leadership excellence to be the essential strategic plank of our business model….leadership creates value for all of our stakeholders – guests, investors, employees, vendors and the community.” — Darden 2004 Annual Report (Joe Lee’s last as CEO)"

""And let me just talk briefly about the future of our rolling business too. And it comes down to some pretty simple phrases. Number one, fill the mill and drive capacity. It's about getting that mill filled." — Roy Harvey, CEO of Alcoa Corporation, January 24, 2017"

"“We believe sustained, long-term success in the HCM market requires great technology, deep domain expertise and world-class services. To win in today’s HCM market, you have to have it all…” — Carlos Rodriguez, President & CEO, Investor Day Presentation, March 2015"

"And secondly, looks like MidOcean is selling this about four years to the day almost from when they bought it, do you guys know what they paid for it and what the EBITDA looked like at that point? — Analyst Altobello; No, we wouldn't comment on that — CEO Farrell"

"“Furthermore, as you stated earlier, we receive advance payments from customers at the time of order. Also, in terms of ACTIS, we have reached agreements with customers to receive advance payments from customers at the time of order.” — Lasertec CEO, Feb 2021 Q&A"

""TSMC was the first one to adopt the Holon tool, and currently, I think Samsung, Intel, and most of the other customers in the EUV space are also adopting the Holon tool." — Longtime, senior semicap equipment executive in Japan who is friendly with Lasertec's CEO"

""If you take the SG&A for this year, Mike, we're probably -- we're around 24% to 25% on remainco with all of the costs on the SG&A, okay? We're targeting in '18 to get that number on a run rate basis down to 22% to 23%." — Greg Poling, President & CEO (May 2017)"

"There needs to be real tight connection between the commercial organization and the refining organization...that's something that Phillips 66 seems to have taken their eye off the ball on. — Brian Coffman, Former CEO of Motiva Enterprises, Elliott Board Nominee"

""WPP Is Looking at CEO Martin Sorrell's Possible Misuse of Assets and Allegations of Improper Behavior Questions come as advertising giant is facing cost-cutting pressures from clients and stepped-up competition from Google, Facebook" — Wall St. Journal, 4/3/18"

"50. Officer Defendant Dan Bodner has served as President and/or CEO of Verint since February 1994. Like Director Defendants Alexander and Hiram and Officer Defendant Kreinberg, Mr. Bodner also is a director of Verint. — Verified Shareholder Derivative Complaint"

""We do not need any more equity. So I know that rumor has been out on the street that we were going to be outgoing searching for and doing some form of equity offering. I can tell you today we are not doing another equity offering." — CEO Dovigi, WCA Deal Call"

"“sitting on over $200 million of take or pay offtake agreements, and we had customers like PepsiCo, Nestlé, Bacardi, you know, expecting us to be able to grow our capacity, so we had to find a way to find a lot of cash fast.” — Stephen Croskrey, CEO (via CNBC)"

"I have very fond memories of Phillips 66. You know, that's where a lot of my growth and development has occurred. Had tremendous mentors...a lot of excellent employees. — Brian Coffman, former CEO, Motiva, Elliott nominee for Phillips 66's board, April 8, 2025"

""So, we don't have competition -- it's not like we're grabbing market share. It's our market to create. So this is the what keeps me up at night. It's the question -- it's about how do we stay in control while we're growing fast." — Tim Herbert, Inspire's CEO"

"“As our momentum continues, we are raising guidance once again for the current year. Our guidance for the non-GAAP revenue is increasing by $25 million to $1.37 billion representing 10% growth and acceleration from the prior year.” — Dan Bodner – CEO, Verint"

""As our momentum continues, we are raising guidance once again for the current year. Our guidance for the non-GAAP revenue is increasing by $25 million to $1.37 billion representing 10% growth and acceleration from the prior year." — Dan Bodner – CEO, Verint"

"My decision to resign follows a protracted campaign by a majority of the Board, controlled by and acting under the direction of Oracle Partners (Oracle) (BIOLASE's largest stockholder) and Larry N. Feinberg (Oracle's Managing Partner) — Former CEO of Biolase"

"If you look even at the big airlines that have lower margins than the top two, there’s a core airline within them that has the same kind of margins as United and Delta, but it’s dragged down by the stuff that loses money. — United CEO Scott Kirby, June 2024"

"If you look even at the big airlines that have lower margins than the top two, there’s a core airline within them that has the same kind of margins as United and Delta, but it’s dragged down by the stuff that loses money. — United CEO Scott Kirby, June 2024"

"At Transform 2020, company founder and CEO Tom Seibel (and also the founder and longtime CEO of Siebel Systems) reported that C3.ai is on track for a 143% increase in bookings to $447 million in fiscal year 2020, up from $184 million in FY 2019. — ZDNet.com"

"If you look even at the big airlines that have lower margins than the top two, there’s a core airline within them that has the same kind of margins as United and Delta, but it’s dragged down by the stuff that loses money. — United CEO Scott Kirby, June 2024"

"“Iger has systematically eliminated any executive who could become a successor. To me it’s a real black mark on Iger’s record.” — Gary Wilson, Former CFO of Disney and Director (on Board for 21 years, up to and including the first hiring of Mr. Iger as CEO)"

""The company had no money, few value-added services, no brand, the products were just in the early stages, everything had to be done by ourselves, it was continuously operating poorly, and almost closed down several times." — Lin Yu, NQ's co-founder and CEO"

"If you look even at the big airlines that have lower margins than the top two, there’s a core airline within them that has the same kind of margins as United and Delta, but it’s dragged down by the stuff that loses money. — United CEO Scott Kirby, June 2024"

""Iger has systematically eliminated any executive who could become a successor. To me it’s a real black mark on Iger’s record." – Gary Wilson, Former CFO of Disney and Director (on Board for 21 years, up to and including the first hiring of Mr. Iger as CEO)"

"Kullman’s most recent aggressive sale and price targeting raises a red flag and questions as to the CEO’s valuation view...That was the largest sale at DD in at least 10 years [September 2014 exercise-and-sale transactions]... — InsiderScore Report, 9/25/14"

"If you look even at the big airlines that have lower margins than the top two, there’s a core airline within them that has the same kind of margins as United and Delta, but it’s dragged down by the stuff that loses money. — United CEO Scott Kirby, June 2024"

"“...so in our most recent quarter, on that metric, we reported 106%. And I think the kind of commitment in what Mark [Wayland, Chief Revenue Officer] was saying was we're going to improve that rate from here.” — CEO Aaron Levie, 2019 BoxWorks, October 2019"

""I have consistently communicated my belief in the importance of deleveraging. I've been transparent about our attention to take the debt down to 0... I'm excited for the day when we can announce that our debt has been paid off." — CEO Stetson, May 5, 2022"

"「アクティニックはマスク検査には不十分となっていくでしょう。なぜかといえば、その解像度では捉えられない欠陥が問題となるからです。各局、電子ビームが必要になります。マスク上の要素（トランジスター）は極端紫外線の波長である13.5ナノメートルよりも小さくなります。だから、検査するためには極端紫外線よりも高い解像度が必要になります。したがって、各社は電子ビームのソリューションの開発に取り組んでいます。KLAはその1社です」 — 半導体製造装置企業の上席幹部として長年の経験を持ち、レーザーテックのCEOに親しい人物"

""We expect that [vet clinics on the Vets First Choice Platform will] identify more than $0.5 million to $1 million of incremental new revenues to their practice." — Benjamin J. Shaw, CEO of Vets First Choice on April 23, 2018 (announcement of transaction)"

""Our relationships with our vendors are very good, I would say. There is some changes happening, but we may disclose that in our 10-K in May." — Mendo Akdag, President and CEO, PetMed Express; "It's a possibility, yes." — Mendo Akdag, CEO, PetMed Express"

"I would say RFID, clearly, we see as an opportunity in across multiple verticals now, not just retail and retail apparel, where it was originally focused and we're clearly seeing opportunities across track and trace and supply chain. — CEO Burns, Q1 2024"

"Quantumscape incubated at @khoslaventures with 5 time CEO and EIR Jagdeep Singh. Took patient 10yrs to deep technology, bold first product risk but can return the fund and make huge dent in EV consumer experience (2x range, 15min charge)! — Vinod Khosla"

"“they’re under a federal investigation” for “giving kickbacks to different transplant programs...Blade’s getting into trouble...they’re about to get kicked in the teeth.” — CEO of a major OPO (Organ Procurement Organization), longtime industry executive"

"“Now, the integration value [of Speedway] is, I would say, proprietary. I can't give out a number from a competitive reason of that integration value, but I can say it is very significant...” — Gary Heminger, Former Chairman & CEO of Marathon Petroleum"

"“…[T]here’s a qualification level that is required to sit on the Disney board, and the board will make, not me, the board makes decisions about who’s qualified and who isn’t qualified to be on the board.” — Robert A. Iger, CEO & Director, November 2023"

"“...we didn’t need the primary capital, we obviously did the convertible note earlier in the year really to fund some of our very, disciplined M&A efforts, and we are generating pretty healthy levels of free cash flow...” — CEO Aaron Levie, April 2021"

""Most of the other vendors that we do business, Ariat is a great example. I mean Ariat has helped us build their business. They're an extremely strong partner. They will continue to get growth with us going forward." — CEO Conroy, Q1'23: July 27, 2022"

""[T]here's a qualification level that is required to sit on the Disney board, and the board will make, not me, the board makes decisions about who's qualified and who isn't qualified to be on the board." — Robert A. Iger, CEO & Director, November 2023"

"be available to shareholders should they have any concerns that the normal channel of approaching the Chair, Group CEO, or Chief Financial Officer has failed to resolve or where such contact would not be appropriate — Aviva Corporate Governance Policy"

"Gregg Saretsky reflects on his journey through the airline industry, from working as a flight attendant and gate agent in college to serving as the president & CEO of WestJet, and how his experiences would add value to Southwest's Board of Directors."

"Analytics is our long-term target to move from being a lower revenue generator in the low to mid-single digits to a medium revenue grower in the upper single digits over the long term. — CEO & Chairman Fernandez, Investor/Analyst Call, April 28, 2016"

""Direct-to-Consumer-Fertiggerichte sind eine aufstrebende Lebensmittelsparte, von der wir glauben, dass sie das Potenzial hat, sich im Laufe der Zeit zu einer Multi-Milliarden-Dollar-Kategorie zu entwickeln." — Uwe Voss, CEO von HelloFresh in den USA"

""the Yellowstone television show does not seem to be a factor behind the significant acceleration we saw in sales over the last several years with only 4% of customer responses citing Yellowstone as a reason for wearing our product." — Boot Barn CEO"

""The FTC settlement is an acknowledgment that our business model is sound and underscores our confidence in our ability to move forward successfully, otherwise we would not have agreed to these terms." — Michael O. Johnson, chairman & CEO, Herbalife"

"The Board determined once again this year that the service of Mr. Fink as both BlackRock's CEO and Chairman is the most appropriate and effective leadership structure for the Board and the Company at the present time. — BlackRock Board of Directors"

""We'll find the right way to deploy our shareholders' capital because in the end that's why we're all here, [is] to make sure that our shareholders get a fair risk and return from the money we deploy for them" — CEO Gus Kelly, Q2 2014 Earnings Call"

"We made some modest adjustments to our EBITDA margin outlook at the midyear point raising Imagery a bit higher and putting Space Systems segment a bit lower due to continue Geo concept market weakness and program performance. — CEO Howard L. Lance"