2026 Predictions with Ann Lipton and Mike Levin of the Shareholder Primacy podcast

About this episode

The episode discusses predictions for 2026 regarding proxy contests, shareholder proposals, and board diversity with insights from Ann Lipton and Mike Levin.

2025 REVIEW FROM MIKE LEVIN: Big proxy contests: PHX-Elliott Significant situations: PEP-Elliott TSLA AGM SEC rules on shareholder proposals Proxy advisor pressure Delaware under scrutiny US stakes in INTL, others XOM retail voting program 2026 PREDICTIONS: DIRECTORS Will a director be voted out in an uncontested election this year for a reason OUTSIDE of attendance (re: Netflix’s Jay Hoag’s 78% NO vote) at a big US company? The average percentage of directors getting less than 50% of the vote is 0.2% - generally it happens due to activism OR attendance.  Will it happen for some other reason? Canary in a coal mine: what will Hoag’s FOR votes be in 2026?  The average percentage of women on boards will be? Most recent data shows a 22% drop in new diverse candidates on boards, and Damion pulled a stunning number of “Down to 2” as a common refrain for boards looking to diversify away from women.  The current average number of women on large cap US boards is 30% - how far does the average move after 2025-6? SHAREHOLDER PROPOSALS Which company will allow the most shareholder proposals? In 2025, Alphabet clocked in with the highest number of shareholder proposals at 13…

People in this episode

Guests: Ann Lipton, Mike Levin

Topics covered

• proxy contests
• shareholder proposals
• board diversity
• corporate governance
• 2026 predictions

Keywords

• proxy contests
• shareholder proposals
• board diversity
• corporate governance
• 2026 predictions
• activism
• voting

Mentioned in this episode

Organizations: Shareholder Primacy podcast, PHX-Elliott, PEP-Elliott, TSLA, SEC, XOM, Alphabet, Meta, Amazon, Walmart

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