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7 results for: proxy
April 01, 2026

Six Companies Sued for Excluding Shareholder Proposals from 2026 Proxy Materials

By David Bell,Ran Ben-Tzur,Amanda Rose,Wendy Grasso,Lilyanna Peyser,Merritt Steele +3more...
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So far, six lawsuits have been filed by shareholder proponents challenging company decisions to exclude shareholder proposals f

Justice, blindfolded and holding scales.
April 01, 2026

Six Companies Sued for Excluding Shareholder Proposals from 2026 Proxy Materials

By David Bell,Ran Ben-Tzur,Amanda Rose,Wendy Grasso,Lilyanna Peyser,Merritt Steele +3 more...
Show Less

So far, six lawsuits have been filed by shareholder proponents challenging company decisions to exclude shareholder proposals f

January 07, 2026

AI is Coming for Proxy Advisory Firms

By Wendy Grasso
J.P.Morgan Asset & Wealth Management, one of the largest global investment managers, has announced it will stop using third‑party proxy advisory firms for U.S. proxy voting and will instead rely on a newly launched internal, AI‑powered platform, Proxy IQ, to manage all aspects of the voting process for more than 3,000 company annual meetings.
An abstract image of business people around a table.
January 07, 2026

AI is Coming for Proxy Advisory Firms

By Wendy Grasso
J.P.Morgan Asset & Wealth Management, one of the largest global investment managers, has announced it will stop using third‑party proxy advisory firms for U.S. proxy voting and will instead rely on a newly launched internal, AI‑powered platform, Proxy IQ, to manage all aspects of the voting process for more than 3,000 company annual meetings.
December 03, 2025

2025 Proxy Results: Company‑Sponsored Governance Reforms Passed Easily; Proposal Volumes Shifted Across Categories

By Wendy Grasso, David Bell

Company proposals continued to pass at high rates, especially governance‑focused items.

Table and chairs in a modern meeting space.
December 03, 2025

2025 Proxy Results: Company‑Sponsored Governance Reforms Passed Easily; Proposal Volumes Shifted Across Categories

By Wendy Grasso, David Bell

Company proposals continued to pass at high rates, especially governance‑focused items.

November 13, 2025

2025 Proxy Results: Shareholder Proposal Support Fell in 2025 And Activism Concentrated at the Largest Silicon Valley Companies

By David Bell, Wendy Grasso

Stockholders submitted more proposals at Silicon Valley’s 150 largest public companies this year, but those proposals were less

Table and chairs in a modern meeting space.
November 13, 2025

2025 Proxy Results: Shareholder Proposal Support Fell in 2025 And Activism Concentrated at the Largest Silicon Valley Companies

By David Bell, Wendy Grasso

Stockholders submitted more proposals at Silicon Valley’s 150 largest public companies this year, but those proposals were less

January 07, 2025

2025 Reporting Season: Upcoming Disclosure Requirements for Your Form 10-K and Proxy Statement

By Ran Ben-Tzur,Amanda Rose,David Bell,Wendy Grasso,Merritt Steele +2more...
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The following new disclosure will be required in companies’ upcoming Forms 10-K (FY 2024) and/or proxy statements: Upcoming Disclosure...
January 07, 2025

2025 Reporting Season: Upcoming Disclosure Requirements for Your Form 10-K and Proxy Statement

By Ran Ben-Tzur,Amanda Rose,David Bell,Wendy Grasso,Merritt Steele +2 more...
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The following new disclosure will be required in companies’ upcoming Forms 10-K (FY 2024) and/or proxy statements: Upcoming Disclosure...