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Morning Report
Archive

Brief for Friday, April 24, 2026

207 items · 14 dropped by filters

Partial
‹ 2026-04-23
2026-04-27 ›

Definitive Agreements

92 items
Newest first · scroll for more92 of 92 deals

A Paradise Acquisition Corp. S-4/A for Enhanced Ltd business combination

Target Enhanced Ltd(private)Acquirer A Paradise Acquisition Corp.(private)
Proxy Filed

Stock Yards Bancorp to acquire Field & Main Bancorp in stock merger

Target Field & Main Bancorp, Inc.(private)Acquirer Stock Yards Bancorp, Inc.(SYBT)
stockProxy Filed

ReserveOne Inc. to Merge with M3-Brigade Acquisition V Corp.

Target ReserveOne, Inc.(private)Acquirer M3-Brigade Acquisition V Corp.(private)
stockProxy Filed

IonQ to acquire SkyWater Technology for $15 cash + stock

Target SkyWater Technology, Inc.(SKYT)Acquirer IonQ, Inc.(IONQ)
mixedProxy Filed

Richmond Mutual to acquire Farmers Bancorp in $82.4M stock deal

Target The Farmers Bancorp, Frankfort, Indiana(FABP)Acquirer Richmond Mutual Bancorporation, Inc.(RMBI)
$82MstockProxy Filed

Fundrise eREIT consolidates seven merger entities via stock-for-stock merger

Target Seven Fundrise merger entities (Fundrise Development eREIT, LLC; Fundrise Equity REIT, LLC; Fundrise East Coast Opportunistic REIT, LLC; Fundrise Growth eREIT II, LLC; Fundrise Growth eREIT III, LLC; Fundrise Midland Opportunistic REIT, LLC; Fundrise West Coast Opportunistic REIT, LLC)(private)Acquirer Fundrise eREIT, LLC(private)
stockProxy Filed

Devon Energy to acquire Coterra Energy in 0.70 stock exchange

Target Coterra Energy Inc.(CTRA)Acquirer Devon Energy Corporation(DVN)
stockVote Sched.

Athena Technology Acquisition Corp. II to merge with Ace Green Recycling

Target Ace Green Recycling, Inc.(private)Acquirer Athena Technology Acquisition Corp. II(ATEK)
$250MstockProxy Filed

DAAQ to merge with Old Glory Holding Company in business combination

Target Old Glory Holding Company(private)Acquirer Digital Asset Acquisition Corp.(private)
stockPre-proxy

Volato to merge with M2i Global in stock transaction

Target M2i Global, Inc.(private)Acquirer Volato Group, Inc.(SOAR)
$33MstockProxy Filed

Titan Holdings/Key Mining S-4/A Amendment filing for SPAC merger

Target Key Mining Corp.(private)Acquirer Titan Holdings Corp.(private)
Proxy Filed

IonQ to acquire SkyWater Technology for $15 cash plus stock

Target SkyWater Technology, Inc.(SKYT)Acquirer IonQ, Inc.(IONQ)
mixedVote Sched.

Boost Run Inc. S-4/A Amendment for SPAC Merger with Willow Lane

Target Boost Run Holdings, LLC(private)Acquirer Willow Lane Acquisition Corp.(private)
$450MmixedProxy Filed

Cartesian Growth Corp III to merge with Factorial Inc.

Target Factorial Inc.(private)Acquirer Cartesian Growth Corporation III(private)
stockProxy Filed

MLAC to merge with Avalanche Treasury in SPAC transaction

Target Avalanche Treasury Company LLC(private)Acquirer Mountain Lake Acquisition Corp.(private)
stockProxy Filed

Allegiant to Acquire Sun Country Airlines in Mixed Stock-Cash Deal

Target Sun Country Airlines Holdings, Inc.(SNCY)Acquirer Allegiant Travel Company(ALGT)
mixedVote Sched.

Boston Scientific to acquire Penumbra in $374/share mixed consideration deal

Target Penumbra, Inc.(private)Acquirer Boston Scientific Corporation(BSX)
mixedProxy Filed

Aptorum Group to Merge with DiamiR Biosciences; Combined Company to Be Niki BioSolutions

Target DiamiR Biosciences Corp.(private)Acquirer Aptorum Group Limited(APM)
stockProxy Filed

Richmond Mutual to acquire Farmers Bancorp in stock merger

Target The Farmers Bancorp, Frankfort, Indiana(FABP)Acquirer Richmond Mutual Bancorporation, Inc.(RMBI)
$85MstockVote Sched.

Beacon Topco to acquire Barinthus Bio and Clywedog in reverse merger

Target Barinthus Biotherapeutics plc and Clywedog Therapeutics, Inc.(private)Acquirer Beacon Topco, Inc.(private)
stockProxy Filed

VYNE Therapeutics to merge with Yarrow Bioscience

Target Yarrow Bioscience, Inc.(private)Acquirer VYNE Therapeutics Inc.(VYNE)
stockProxy Filed

Expro Group Holdings N.V. redomicile to Cayman Islands via share exchange

Target Expro Group Holdings N.V.(private)Acquirer Expro Ltd(private)
stockPre-proxy

Hennessy Capital VII to merge with ONE Nuclear Energy in $1B deal

Target ONE Nuclear Energy LLC(private)Acquirer Hennessy Capital Investment Corp. VII(private)
$1.0BstockProxy Filed

Prosperity Bancshares to acquire Stellar Bancorp for ~$2.0B in mixed consideration

Target Stellar Bancorp, Inc.(STEL)Acquirer Prosperity Bancshares, Inc.(PB)
$2.0BmixedProxy Filed

Live Oak Acquisition Corp. V to merge with Teamshares Inc.

Target Teamshares Inc.(private)Acquirer Live Oak Acquisition Corp. V(private)
Proxy Filed

Visa Inc. Exchange Offer for Class B-1 and Class B-2 Common Stock

Acquirer Visa Inc.(V)
stockProxy Filed

A Paradise Acquisition Corp. S-4/A Amendment for Enhanced Ltd Business Combination

Target Enhanced Ltd(private)Acquirer A Paradise Acquisition Corp.(private)
Proxy Filed

Armada Acquisition Corp. II merges with Pathfinder Digital Assets/Ripple Labs

Target Pathfinder Digital Assets LLC / Ripple Labs Inc.(private)Acquirer Armada Acquisition Corp. II(private)
stockProxy Filed

CommerceOne to acquire Green Dot in merger with Smith Ventures buyout

Target Green Dot Corporation(GDOT)Acquirer CommerceOne Financial Corporation(private)
mixedProxy Filed

Volato to Merge with M2i Global in Stock Deal

Target M2i Global, Inc.(private)Acquirer Volato Group, Inc.(SOAR)
$29MstockVote Sched.

CECO Environmental to acquire Thermon Group Holdings

Target Thermon Group Holdings, Inc.(THR)Acquirer CECO Environmental Corp.(CECO)
mixedProxy Filed

Titan Holdings / Key Mining Corp. S-4/A Amendment No. 2

Target Key Mining Corp.(private)Acquirer Titan Holdings Corp.(private)
Proxy Filed

GigCapital7 to merge with Hadron Energy in SPAC combination

Target Hadron Energy, Inc.(private)Acquirer GigCapital7 Corp.(private)
stockProxy Filed

Securitize Holdings merger with CEPT SPAC

Target Cantor Equity Partners II, Inc.(private)Acquirer Securitize Holdings, Inc.(private)
$225MmixedProxy Filed

Barinthus Bio and Clywedog to merge with Beacon Topco in stock deal

Target Barinthus Biotherapeutics plc and Clywedog Therapeutics, Inc.(private)Acquirer Beacon Topco, Inc.(CLYD)
stockProxy Filed

Rumble Inc. files S-4 for Northern Data acquisition via takeover offer

Target Northern Data(private)Acquirer Rumble Inc.(private)
stockProxy Filed

Fundrise eREIT merger of seven Fundrise entities

Target Seven Fundrise entities: Fundrise Development eREIT, LLC; Fundrise Equity REIT, LLC; Fundrise East Coast Opportunistic REIT, LLC; Fundrise Growth eREIT II, LLC; Fundrise Growth eREIT III, LLC; Fundrise Midland Opportunistic REIT, LLC; Fundrise West Coast Opportunistic REIT, LLC(private)Acquirer Fundrise eREIT, LLC(private)
stockProxy Filed

flyExclusive to Merge with Jet.AI SpinCo in Stock Transaction

Target Jet.AI SpinCo, Inc.(private)Acquirer flyExclusive, Inc.(FLYX)
stockProxy Filed

Cartesian Growth Corp III to merge with Factorial Inc.

Target Factorial Inc.(private)Acquirer Cartesian Growth Corporation III(private)
stockProxy Filed

BT Brands to merge with Aero Velocity in reverse cap deal

Target BT Brands, Inc.(BTBD)Acquirer Aero Velocity, Inc.(private)
stockProxy Filed

MLAC S-4/A Amendment for Avalanche Treasury business combination

Target Mountain Lake Acquisition Corp.(private)Acquirer Avalanche Treasury Corporation(private)
stockProxy Filed

SRx Health Solutions acquires EMJ Crypto Technologies and CCC Crypto Corp

Target EMJ Crypto Technologies Inc. and CCC Crypto Corp.(private)Acquirer SRx Health Solutions, Inc.(private)
stockPost-vote

FG Merger II Corp. merges with BOXABL Inc. in $3.5B SPAC transaction

Target BOXABL Inc.(private)Acquirer FG Merger II Corp.(FGMC)
$3.5BmixedProxy Filed

VerifyMe to merge with Open World Ltd in stock transaction

Target Open World Ltd.(private)Acquirer VerifyMe, Inc.(private)
stockProxy Filed

Esquire to acquire Signature Bancorporation in stock deal

Target Signature Bancorporation, Inc.(private)Acquirer Esquire Financial Holdings, Inc.(ESQ)
$348MstockProxy Filed

Basin Electric Power Cooperative S-4 Bond Exchange Registration

$700MPre-proxy

FACT II Acquisition Corp. merges with Precision Aerospace & Defense Group

Target Precision Aerospace & Defense Group, Inc.(private)Acquirer FACT II Acquisition Corp.(private)
mixedProxy Filed

Wintergreen Acquisition Corp. merges with KIKA Technology Inc.

Target KIKA Technology INC.(private)Acquirer Wintergreen Acquisition Corp.(private)
stockProxy Filed

Prosperity Bancshares to acquire Stellar Bancorp for ~$2.0B in mixed consideration

Target Stellar Bancorp, Inc.(STEL)Acquirer Prosperity Bancshares, Inc.(PB)
$2.0BmixedVote Sched.

Expro redomicile from Netherlands to Cayman Islands via one-for-one share exchange

Target Expro Group Holdings N.V.(private)Acquirer Expro Ltd(private)
stockProxy Filed

Columbia Financial to acquire Northfield Bancorp via merger

Target Northfield Bancorp, Inc.(NFBK)Acquirer Columbia Financial, Inc.(CLBK, $2.3B)
mixedVote Sched.

Cyclerion to Merge with Korsana in Stock-for-Stock Transaction

Target Korsana Biosciences, Inc.(private)Acquirer Cyclerion Therapeutics, Inc.(private)
stockProxy Filed

CECO to Acquire Thermon Group Holdings in Mixed Consideration Deal

Target Thermon Group Holdings, Inc.(THR)Acquirer CECO Environmental Corp.(CECO)
$334MmixedProxy Filed

Galera Therapeutics and Obsidian Therapeutics merge in stock deal

Target Galera Therapeutics, Inc. and Obsidian Therapeutics, Inc.(private)Acquirer Gazelle Parent, Inc.(private)
stockProxy Filed

Arrow Financial to acquire Adirondack Bancorp in mixed consideration deal

Target Adirondack Bancorp, Inc.(private)Acquirer Arrow Financial Corporation(AROW)
$89MmixedProxy Filed

Coursera to acquire Udemy in all-stock merger for 0.800 shares per Udemy share

Target Udemy, Inc.(UDMY)Acquirer Coursera, Inc.(COUR)
stockVote Sched.

Janus Henderson Group plc shareholder vote on $49/share Trian-led acquisition

Target Janus Henderson Group plc(JHG)Acquirer Jupiter Company Limited(private)
cashProxy Filed

Vine Hill / CoinShares Business Combination Proxy Statement

Target CoinShares International Limited(private)Acquirer Vine Hill Capital Investment Corp.(private)
$1.2BstockProxy Filed

Peakstone Realty Trust to merge with Brookfield affiliate for $21/share

Target Peakstone Realty Trust(PKST)Acquirer BSREP V Neon Pooling REIT L.P., BSREP V Neon Pooling Non-REIT L.P. and BSREP V Brookfield Neon Sub L.P.(private)
cashVote Sched.

Tri Pointe Homes merger with Sumitomo Forestry for $47/share

Target Tri Pointe Homes, Inc.(TPH)Acquirer Sumitomo Forestry Co., Ltd.(private)
cashVote Sched.

SunOpta Proxy Statement for KKR Acquisition at $6.50/Share

Target SunOpta Inc.(STKL)Acquirer Pegasus BidCo B.V.(private)
cashVote Sched.

Mission Produce to acquire Calavo Growers in mixed stock-cash merger

Target Calavo Growers, Inc.(CVGW)Acquirer Mission Produce, Inc.(AVO)
mixedVote Sched.

TETE to Merge with Bradbury Capital Holdings for $1.1B

Target Bradbury Capital Holdings Inc.(private)Acquirer Technology & Telecommunication Acquisition Corporation(TETE)
$1.1BstockVote Sched.

Apollo Commercial Real Estate Finance to sell loan portfolio to Athene Holding

Target Apollo Commercial Real Estate Finance, Inc.(ARI)Acquirer Athene Holding Ltd.(private)
Vote Sched.

DigitalBridge to be acquired by Duncan Holdco for $16.00/share

Target DigitalBridge Group, Inc.(DBRG)Acquirer Duncan Holdco LLC(private)
$16cashVote Sched.

WBD shareholders to vote on Paramount Skydance merger at $31/share

Target Warner Bros. Discovery, Inc.(WBD)Acquirer Paramount Skydance Corporation(PSKY)
cashVote Sched.

Silicon Labs to be acquired by Texas Instruments for $231/share in all-cash deal

Target Silicon Laboratories Inc.(SLAB)Acquirer Texas Instruments Incorporated(private)
cashVote Sched.

Farmer Bros. Co. to be acquired by Royal Cup, Inc. for $1.29/share

Target Farmer Bros. Co.(FARM)Acquirer Royal Cup, Inc.(private)
cashVote Sched.

Devon Energy to acquire Coterra Energy in 0.70 stock merger

Target Coterra Energy Inc.(CTRA)Acquirer Devon Energy Corporation(DVN)
stockVote Sched.

Devon to acquire Coterra in stock merger; 0.70 exchange ratio

Target Coterra Energy Inc.(CTRA)Acquirer Devon Energy Corporation(DVN)
stockVote Sched.

Allegiant to Acquire Sun Country Airlines in Mixed Stock-Cash Deal

Target Sun Country Airlines Holdings, Inc.(SNCY)Acquirer Allegiant Travel Company(ALGT)
mixedVote Sched.

IonQ to acquire SkyWater Technology for $15 cash plus stock

Target SkyWater Technology, Inc.(SKYT)Acquirer IonQ, Inc.(IONQ)
mixedVote Sched.

Boston Scientific to acquire Penumbra for $374/share in cash and stock

Target Penumbra, Inc.(private)Acquirer Boston Scientific Corporation(BSX)
$374mixedVote Sched.

Masimo to be acquired by Danaher for $180.00 per share in cash

Target Masimo Corporation(MASI)Acquirer Danaher Corporation(private)
cashVote Sched.

MasterCraft to acquire Marine Products for mixed consideration

Target Marine Products Corporation(MPX)Acquirer MasterCraft Boat Holdings, Inc.(MCFT)
mixedVote Sched.

European Wax Center merger with General Atlantic affiliate for $5.80/share

Target European Wax Center, Inc.(EWCZ)Acquirer Glow Midco, LLC(private)
cashVote Sched.

Enviri to Sell Clean Earth Business to Veolia for $3.04B

Target Enviri Corporation(private)Acquirer Veolia Environnement S.A.(private)
$3.0BcashVote Sched.

Dillard's shareholders to vote on W.D. Company merger on May 28, 2026

Target Dillard's, Inc.(DDS)Acquirer W.D. Company, Inc.(private)
stockVote Sched.

Clearwater Analytics to be acquired by Permira-led consortium for $24.55/share

Target Clearwater Analytics Holdings, Inc.(CWAN)Acquirer GT Silver BidCo, Inc.(private)
cashVote Sched.

Willow Lane Acquisition Corp. merges with Boost Run Inc.

Target Boost Run Holdings, LLC / Boost Run Inc.(private)Acquirer Willow Lane Acquisition Corp.(private)
$450MmixedVote Sched.

Veris Residential to be acquired by AC Residential for $19.00 per share

Target Veris Residential, Inc.(VRE)Acquirer AC Residential Acquisition LP(private)
cashVote Sched.

Clear Channel Outdoor to be acquired by Mubadala/TWG consortium for $2.43/share

Target Clear Channel Outdoor Holdings, Inc.(CCO)Acquirer Madison Parent Inc.(private)
cashVote Sched.

Enhabit to be acquired by Kinderhook-affiliated funds for $13.80/share

Target Enhabit, Inc.(EHAB)Acquirer Kinderhook Industries, LLC (via Anchor Parent, LLC and Anchor Merger Sub, Inc.)(private)
$1.4BcashVote Sched.

Sphere 3D to Acquire Cathedra Bitcoin in Stock-for-Stock Transaction

Target Cathedra Bitcoin Inc.(private)Acquirer Sphere 3D Corp.(private)
stockVote Sched.

FONAR Corp shareholders to vote on $19/share going-private merger

Target FONAR Corporation(FONR)Acquirer FONAR, LLC(private)
cashVote Sched.

Talkspace to be acquired by UHS for $5.25 per share

Target Talkspace, Inc.(TALK)Acquirer Universal Health Services, Inc.(UHS)
cashVote Sched.

Two Harbors to merge with CrossCountry for $10.80 per share in cash

Target Two Harbors Investment Corp.(TWO)Acquirer CrossCountry Intermediate Holdco, LLC(private)
cashVote Sched.

Stellar Bancorp to merge with Prosperity Bancshares for $2.0B

Target Stellar Bancorp, Inc.(STEL)Acquirer Prosperity Bancshares, Inc.(PB)
$2.0BmixedVote Sched.

Expro N.V. redomicile from Netherlands to Cayman Islands via merger

Target Expro Group Holdings N.V.(XPRO)Acquirer Expro Ltd(XPRO)
stockProxy Filed

Nuveen Churchill BDC V merger with Nuveen Churchill PCAP

Target Nuveen Churchill BDC V(private)Acquirer Nuveen Churchill Private Capital Income Fund(private)
$337MmixedVote Sched.

Webster Financial to be acquired by Banco Santander for $75.63/share

Target Webster Financial Corporation(WBS)Acquirer Banco Santander, S.A.(SAN)
mixedVote Sched.

CECO to acquire Thermon in mixed stock-cash deal

Target Thermon Group Holdings, Inc.(THR)Acquirer CECO Environmental Corp.(CECO)
$334MmixedProxy Filed

Activist Alerts & Letters

115 items

Contested Meetings

27 of 27 issuers
Meeting ↑Issuer ↕Mkt Cap ↕Issuer SolicitorDissidentDissident SolicitorStatus ↕Filings ↕
Feb 23
annual
Daily Journal Corporation(DJCO)
Board seats
——
Daily Journal Corporation Board of Directors
Okapi Partners LLC
Scheduled1
Feb 26
annual
Jack in the Box Inc.(JACK)
Board seats, Say-on-pay +1
——
Biglari Capital Corp.
Saratoga Proxy Consulting LLC
Scheduled3
Mar 24
annual
BARK, Inc.(private)——
BARK, Inc.
—Scheduled1
Apr 21
annual
Peoples Financial Corporation(PFBX)
Board seats
——
Stilwell Activist Investments, L.P., Stilwell Activist Fund, L.P., Stilwell Value Partners VII, L.P., Stilwell Value LLC, and Joseph D. Stilwell
Peoples Financial Corporation
+2 more
—Scheduled5
Apr 29
annual
Ingles Markets, Incorporated(IMKTA)
Board seats, Say-on-pay
——
Summer Road LLC
Cap 1 LLC
+6 more
Saratoga Proxy Consulting LLC
Scheduled10
May 4
annual
WEX Inc.(WEX)
Board seats
——
WEX Inc.
Impactive Capital Master Fund LP
+1 more
Innisfree M&A Incorporated
Scheduled10
May 13
annual
Eagle Bancorp, Inc.(EGBN)——
Eagle Bancorp, Inc.
—Scheduled2
May 19
annual
Genworth Financial, Inc.(GNW)——
Genworth Financial, Inc.
—Scheduled2
May 26
annual
Sturm, Ruger & Company, Inc.(RGR)
Board seats
——
Beretta Holding S.A.
Sturm, Ruger & Company, Inc.
+2 more
Saratoga Proxy Consulting LLC
Scheduled10
Jun 1
annual
Tucows Inc.(TCX)——
Tucows Inc.
—Scheduled1
Jun 8
annual
Medallion Financial Corp.(MFIN)
Board seats
——
Medallion Financial Corp.
—Scheduled1
—
annual
lululemon athletica inc.(LULU)
Board seats, Bylaws
——
Dennis J. Wilson and affiliated entities
Dennis J. "Chip" Wilson
+2 more
Innisfree M&A Incorporated
TBD11
—
annual
Empery Digital Inc.(EMPD)
Board seats
——
ATG Capital Opportunities Fund LP
Saratoga Proxy Consulting, LLC
TBD3
—
special
Warner Bros. Discovery, Inc.(WBD)
Anti-merger
——
Paramount Skydance Corporation
Okapi Partners
TBD2
—
annual
Pacira BioSciences, Inc.(PCRX)
Board seats
——
DOMA
DOMA Perpetual Capital Management LLC
D.F. King & Co., Inc.
TBD3
—
annual
BNY Mellon Strategic Municipals, Inc.(private)
Board seats
——
Saba Capital Management, L.P.
BNY Mellon Strategic Municipals, Inc. (Board of Directors)
InvestorCom
TBD2
—
annual
Genco Shipping and Trading Limited(GNK)
Board seats, Bylaws +1
——
Diana Shipping Inc.
Okapi Partners LLC
TBD3
—
Mawson Infrastructure Group Inc.(MIGI)
Board seats, Bylaws
——
Endeavor Blockchain, LLC
InvestorCom LLC
TBD1
—
annual
Matthews International Corporation(MATW)
Board seats
——
Barington Companies Equity Partners, L.P.
Board of Directors of Matthews International Corporation
Okapi Partners LLC
TBD2
—
annual
Whitestone REIT(WSR)
Board seats, Say-on-pay +1
——
James C. Mastandrea
Okapi Partners LLC
TBD3
—
Seer, Inc.(SEER)——
Radoff-JEC Group (Bradley L. Radoff, Michael Torok, The Radoff Family Foundation, JEC II Associates, LLC, The MOS Trust, MOS PTC, LLC, Howard H. Berman, Joshua S. Horowitz, Luis E. Rinaldini)
—TBD1
—
Sturm, Ruger & Company, Inc.(RGC)——
Beretta Holding S.A.
—TBD2
—
lululemon athletica inc.(LULO)——
Dennis J. Wilson
Dennis J. Wilson et al.
—TBD3
—
CEA Industries Inc.(BNC)
Board seats, Bylaws
——
YZILabs Management Ltd.
YZi Labs Management Ltd. and participants
+2 more
Saratoga Proxy Consulting, LLC
TBD6
—
OraSure Technologies, Inc.(OSUR)——
Altai Capital Management, L.P.
—TBD1
—
Mawson Infrastructure Group Inc.(MAWSF, $15M)$15M—
Endeavor Blockchain, LLC
—TBD1
—
CarMax, Inc.(KMX)——
Starboard Value LP
—TBD1

Live Situations

33
lululemon athletica inc.(LULU)

vs. Dennis J. Wilson and affiliated entities, Dennis J. "Chip" Wilson, Dennis J. Wilson, Dennis J. Wilson and affiliated group (Anamered Investments Inc., LIPO Investments (USA), Inc., Wilson 5 Foundation, Wilson 5 Foundation Management Ltd., Five Boys Investments ULC, Shannon Wilson, Low Tide Properties Ltd., House of Wilson Ltd., Marc Maurer, Laura Gentile, Eric Hirshberg)

Vote TBD9.7% stake12 filings
  • · board refreshment
  • · board declassification
  • · enhanced accountability to shareholders
  • +36 more
Sturm, Ruger & Company, Inc.(RGR)

vs. Beretta Holding S.A., Sturm, Ruger & Company, Inc., Beretta Holding S.A., William F. Detwiler, Mark W. DeYoung, Fredrick DiSanto, Michael Christodolou, Beretta Holding S.A., Michael Christodolou, William F. Detwiler, Mark W. DeYoung, Fredrick DiSanto

Annual May 269.9% stake10 filings
  • · board refreshment
  • · reverse operational decline
  • · enhance strategic positioning
  • +26 more
Ingles Markets, Incorporated(IMKTA)

vs. Summer Road LLC and related entities (Summer Road LLC, CAP 1 LLC, East River Partners Ltd, East River Partners II Ltd, Unch Corp., Rory A. Held, Frank S. Vellucci), Summer Road LLC, Cap 1 LLC, Ingles Markets, Incorporated, Summer Road LLC and affiliated entities (CAP 1 LLC, East River Partners Ltd, East River Partners II Ltd, Unch Corp., Rory A. Held, Frank S. Vellucci), Summer Road LLC, CAP 1 LLC, East River Partners Ltd, East River Partners II Ltd, Unch Corp., Rory A. Held, Frank S. Vellucci, Summer Road LLC, Cap 1 LLC, East River Partners Ltd, East River Partners II Ltd, Unch Corp., Rory A. Held, Frank S. Vellucci, Summer Road LLC and affiliated entities (Summer Road LLC, CAP 1 LLC, East River Partners Ltd, East River Partners II Ltd, UNCH Corp., Rory A. Held, Frank S. Vellucci)

Annual Apr 293.0% stake10 filings
  • · board representation
  • · improve board transparency
  • · enhance capital allocation oversight
  • +28 more
WEX Inc.(WEX)

vs. Impactive Capital Master Fund LP, WEX Inc., Impactive Capital Master Fund LP (and related entities)

Annual May 44.9% stake7 filings
  • · board representation
  • · enhanced oversight
  • · improved capital allocation
  • +11 more
Janus Henderson Group plc(JHG)

vs. Trian Fund Management, L.P. (and affiliated entities: Trian Partners AM Holdco II, Ltd., Trian Fund Management GP, LLC, Nelson Peltz, Peter W. May), Trian Fund Management, L.P., Trian Fund Management, L.P. and affiliated funds; General Catalyst Group Management, LLC and affiliated funds

Vote TBD20.7% stake4 filings
  • · merger with Jupiter entities
  • · support proposed merger transaction
  • · support $49/share all-cash merger with General Catalyst
  • +5 more
CEA Industries Inc.

vs. YZiLabs Management Ltd., YZi Labs Management Ltd. and participants, YZi Labs Management Ltd. and co-participants

Vote TBD9.4% stake4 filings
  • · board expansion by seven members
  • · elect seven nominees to board
  • · restore bylaws to prior form
  • +12 more
Peoples Financial Corporation(PFBX)

vs. Stilwell Activist Investments, L.P., Stilwell Activist Fund, L.P., Stilwell Value Partners VII, L.P., Stilwell Value LLC, and Joseph D. Stilwell, Peoples Financial Corporation, Stilwell Activist Investments, L.P., Stilwell Activist Investments, L.P. and affiliated entities

Annual Apr 214 filings
  • · board seat for Stewart F. Peck
  • · elect Stewart F. Peck to Board of Directors
  • · board representation
  • +2 more
Genco Shipping and Trading Limited(GNK)

vs. Diana Shipping Inc.

Vote TBD14.8% stake3 filings
  • · board refreshment
  • · engage with acquisition proposal
  • · conduct strategic review
  • +7 more
Jack in the Box Inc.(JACK)

vs. Biglari Capital Corp.

Annual Feb 2610.0% stake3 filings
  • · board refreshment
  • · removal of incumbent chairman
  • · meaningful change in board composition
  • +9 more
Pacira BioSciences, Inc.(PCRX)

vs. DOMA, DOMA Perpetual Capital Management LLC

Vote TBD7.3% stake3 filings
  • · board refreshment
  • · director election
  • · replace CEO Frank Lee immediately
  • +11 more
WEX Inc.

vs. Impactive Capital Master Fund LP, WEX Inc.

Annual May 44.9% stake3 filings
  • · board refreshment
  • · improved oversight and accountability
  • · correction of capital allocation missteps
  • +5 more
Whitestone REIT

vs. James C. Mastandrea

Vote TBD3 filings
  • · board refreshment
  • · asset sales to unlock value
  • · improved shareholder accountability
  • +6 more
Warner Bros. Discovery, Inc.(WBD)

vs. Paramount Skydance Corporation

Vote TBD3 filings
  • · reject Netflix acquisition
  • · oppose merger agreement
  • · block transaction
  • +5 more
lululemon athletica inc.(LULO)

vs. Dennis J. Wilson, Dennis J. Wilson et al.

Vote TBD3 filings
  • · board representation
  • · elect director nominees
  • · board declassification
  • +2 more
Empery Digital Inc.(EMPD)

vs. ATG Capital Opportunities Fund LP

Vote TBD15.1% stake2 filings
  • · board reconstitution with fresh perspectives
  • · independent directors with relevant leadership experience
  • · maximize shareholder value
  • +5 more
Sturm, Ruger & Company, Inc.(RGC)

vs. Beretta Holding S.A.

Vote TBD9.9% stake2 filings
  • · board representation
  • · partnership to improve performance
  • · sustainable long-term value creation
  • +3 more
BNY Mellon Strategic Municipals, Inc.

vs. Saba Capital Management, L.P., BNY Mellon Strategic Municipals, Inc. (Board of Directors)

Vote TBD9.8% stake2 filings
  • · board refreshment
  • · address trading discount to NAV
  • · fresh ideas and perspectives
  • +2 more
Matthews International Corporation(MATW)

vs. Barington Companies Equity Partners, L.P., Board of Directors of Matthews International Corporation

Vote TBD3.2% stake2 filings
  • · board refreshment
  • · meaningful board reconstitution
  • · election of nominees with financial and turnaround expertise
  • +4 more
Eagle Bancorp, Inc.(EGBN)

vs. Eagle Bancorp, Inc.

Annual May 132 filings
Genworth Financial, Inc.(GNW)

vs. Genworth Financial, Inc.

Annual May 192 filings
CEA Industries Inc.(BNC)

vs. YZILabs Management Ltd., YZi Labs Management Ltd. and participants

Vote TBD2 filings
  • · board expansion and new director elections
  • · remediate material weaknesses in internal controls
  • · justify CEO severance package and restrictive covenants
  • +8 more
Mawson Infrastructure Group Inc.(MIGI)

vs. Endeavor Blockchain, LLC

Vote TBD48.0% stake
  • · removal of all three current directors
  • · board reconstitution
  • · halt dilutive equity issuances
  • +3 more
Seer, Inc.(SEER)

vs. Radoff-JEC Group (Bradley L. Radoff, Michael Torok, The Radoff Family Foundation, JEC II Associates, LLC, The MOS Trust, MOS PTC, LLC, Howard H. Berman, Joshua S. Horowitz, Luis E. Rinaldini)

Vote TBD7.6% stake
  • · acquisition at $2.25 per share in cash
  • · contingent value right for asset sale proceeds
  • · board representation
  • +2 more
OraSure Technologies, Inc.(OSUR)

vs. Altai Capital Management, L.P.

Vote TBD5.0% stake
  • · board representation
  • · strategic review
  • · sale of entire business
  • +1 more
Medallion Financial Corp.(MFIN)

vs. Medallion Financial Corp.

Annual Jun 80.8% stake
Tucows Inc.(TCX)

vs. Tucows Inc.

Annual Jun 1
Peoples Financial Corporation

vs. Stilwell Activist Investments, L.P.

Annual Apr 21
  • · elect board nominee
  • · board representation
BARK, Inc.

vs. BARK, Inc.

Annual Mar 24
Daily Journal Corporation(DJCO)

vs. Daily Journal Corporation Board of Directors

Annual Feb 23
  • · defend against dissident director nominations
  • · reject Buxton's accounting proposals
  • · maintain board composition
Whitestone REIT(WSR)

vs. James C. Mastandrea

Vote TBD
  • · board refreshment
  • · accountability to shareholders
  • · unlock trapped value
  • +2 more
Empery Digital Inc.

vs. ATG Capital Opportunities Fund LP

Vote TBD
  • · board representation
  • · election of director slate
Mawson Infrastructure Group Inc.(MAWSF, $15M)

vs. Endeavor Blockchain, LLC

$15M mkt capVote TBD
  • · removal of all board members
  • · board reconstitution
  • · governance reform
  • +2 more
CarMax, Inc.(KMX)

vs. Starboard Value LP

Vote TBD
  • · board representation
  • · enhanced digital execution
  • · reconditioning efficiencies
  • +3 more

News Feed

98
Apr 24LULU

Dennis J. Wilson seeks board seats at Lululemon Athletica

Dennis J. Wilson

Apr 24RGR

Beretta Holding launches proxy contest at Sturm Ruger with 9.95% stake

Beretta Holding S.A.

Apr 24JHG

Trian/General Catalyst reaffirm $49/share Janus Henderson acquisition commitment

Trian Fund Management, L.P. and affiliated funds; General Catalyst Group Management, LLC and affiliated funds

Apr 24PCRX

DOMA Perpetual nominates 3 directors at Pacira, seeks CEO replacement and sale process

DOMA Perpetual Capital Management LLC

Apr 24BNC

YZi Labs seeks board expansion at CEA Industries, demands 10X disclosure

YZi Labs Management Ltd. and participants

Apr 24KMX

Starboard nominates two directors to CarMax board, seeks operational improvements

Starboard Value LP

Apr 24RGR

Beretta Holding seeks board representation at Sturm, Ruger & Co.

Beretta Holding S.A.

Apr 24LULU

Chip Wilson seeks board refresh at lululemon ahead of CEO selection

Dennis J. Wilson

Apr 24PCRX

DOMA Perpetual nominates three directors to Pacira board; seeks CEO replacement and sale process

DOMA Perpetual Capital Management LLC

Apr 24

YZi Labs seeks board expansion at CEA Industries via consent solicitation

YZi Labs Management Ltd. and co-participants

Apr 24RGR

Beretta Holding seeks board representation at Sturm, Ruger & Company

Beretta Holding S.A., Michael Christodolou, William F. Detwiler, Mark W. DeYoung, Fredrick DiSanto

Apr 24LULO

Wilson slate seeks board representation at Lululemon

Dennis J. Wilson

Apr 24MAWSF

Endeavor seeks removal of entire Mawson board via consent solicitation

Endeavor Blockchain, LLC

Apr 24LULU

Dennis Wilson seeks board seats and strategic changes at lululemon

Dennis J. Wilson

Apr 24OSUR

Altai Capital seeks board seats at OraSure Technologies with 5% stake

Altai Capital Management, L.P.

Apr 24LULU

Dennis Wilson seeks board seats at Lululemon; 9.9M shares held

Dennis J. Wilson

Apr 24LULU

Dennis Wilson seeks board representation at Lululemon Athletica

Dennis J. Wilson

Apr 24RGR

Beretta Holding seeks board change at Sturm, Ruger & Company

Beretta Holding S.A.

Apr 24LULU

Dennis Wilson seeks board refreshment at Lululemon

Dennis J. Wilson

Apr 24JHG

Trian opposes Victory Capital bid for Janus Henderson, backs $49/share all-cash deal

Trian Fund Management, L.P.

Apr 24GNK

Diana Shipping seeks board control at Genco after rejection of $23.50/share offer

Diana Shipping Inc.

Apr 24JHG

Trian Fund Management LinkedIn post supporting Janus Henderson merger

Trian Fund Management, L.P.

Apr 24BNC

YZi Labs seeks board expansion, criticizes governance failures and CEO severance

YZILabs Management Ltd.

Apr 24PFBX

Stilwell seeks board seat at Peoples Financial Corp over poor equity growth

Stilwell Activist Investments, L.P. and affiliated entities

Apr 24JHG

Trian Partners advances merger with Janus Henderson Group

Trian Fund Management, L.P. (and affiliated entities: Trian Partners AM Holdco II, Ltd., Trian Fund Management GP, LLC, Nelson Peltz, Peter W. May)

Apr 24

YZi Labs seeks board expansion at CEA Industries via consent solicitation

YZi Labs Management Ltd. and participants

Apr 24RGR

Beretta Holding seeks 30% stake via tender offer, demands poison pill exemption

Beretta Holding S.A.

Apr 24LULU

Dennis Wilson seeks board seats at lululemon via proxy contest

Dennis J. Wilson and affiliated group (Anamered Investments Inc., LIPO Investments (USA), Inc., Wilson 5 Foundation, Wilson 5 Foundation Management Ltd., Five Boys Investments ULC, Shannon Wilson, Low Tide Properties Ltd., House of Wilson Ltd., Marc Maurer, Laura Gentile, Eric Hirshberg)

Apr 24WBD

Paramount Skydance advances merger with Warner Bros. Discovery

Paramount Skydance Corporation

Apr 24LULO

Wilson seeks board seats and board declassification at Lululemon

Dennis J. Wilson et al.

Apr 24RGC

Beretta Holding seeks board control at Sturm, Ruger via proxy fight

Beretta Holding S.A.

Apr 24IMKTA

Summer Road LLC nominates independent director at Ingles Markets

Summer Road LLC and affiliated entities (Summer Road LLC, CAP 1 LLC, East River Partners Ltd, East River Partners II Ltd, UNCH Corp., Rory A. Held, Frank S. Vellucci)

Apr 24IMKTA

Summer Road seeks board representation at Ingles Markets

Summer Road LLC, Cap 1 LLC, East River Partners Ltd, East River Partners II Ltd, Unch Corp., Rory A. Held, Frank S. Vellucci

Apr 24RGR

Beretta Holding seeks board representation at Sturm, Ruger

Beretta Holding S.A., William F. Detwiler, Mark W. DeYoung, Fredrick DiSanto, Michael Christodolou

Apr 24

ATG Capital seeks board representation at Empery Digital

ATG Capital Opportunities Fund LP

Apr 24LULU

Dennis Wilson launches proxy contest for board seats at lululemon

Dennis J. Wilson

Apr 24RGR

Beretta Holding seeks 30% stake and board seats at Sturm, Ruger

Beretta Holding S.A.

Apr 24LULO

Dennis Wilson seeks board seats at lululemon athletica

Dennis J. Wilson

Apr 24

Mastandrea solicits votes for trustee slate at Whitestone REIT

James C. Mastandrea

Apr 24RGC

Beretta Holding seeks board seats at Sturm, Ruger & Company

Beretta Holding S.A.

Apr 24WEX

Impactive Capital seeks board seats at WEX Inc. with 4.9% stake

Impactive Capital Master Fund LP

Apr 24IMKTA

Summer Road seeks board representation at Ingles Markets

Summer Road LLC, Cap 1 LLC, East River Partners Ltd, East River Partners II Ltd, Unch Corp., Rory A. Held, Frank S. Vellucci

Apr 24SEER

Radoff-JEC Group proposes $2.25/share acquisition of Seer, Inc. plus CVR

Radoff-JEC Group (Bradley L. Radoff, Michael Torok, The Radoff Family Foundation, JEC II Associates, LLC, The MOS Trust, MOS PTC, LLC, Howard H. Berman, Joshua S. Horowitz, Luis E. Rinaldini)

Apr 24WEX

Impactive Capital seeks board representation at WEX Inc.

Impactive Capital Master Fund LP

Apr 24GNK

Diana Shipping seeks board control of Genco via proxy contest; offers $23.50/share

Diana Shipping Inc.

Apr 24WEX

Impactive Capital seeks board seats at WEX with 4.9% stake

Impactive Capital Master Fund LP

Apr 24LULU

Dennis J. Wilson seeks board seats and declassification at Lululemon

Dennis J. Wilson

Apr 24IMKTA

Summer Road LLC seeks board representation at Ingles Markets 2026 annual meeting

Summer Road LLC, CAP 1 LLC, East River Partners Ltd, East River Partners II Ltd, Unch Corp., Rory A. Held, Frank S. Vellucci

Apr 24LULU

Dennis J. Wilson seeks board seats at lululemon athletica

Dennis J. Wilson

Apr 24IMKTA

Summer Road seeks board seat at Ingles Markets via proxy contest

Summer Road LLC and affiliated entities (CAP 1 LLC, East River Partners Ltd, East River Partners II Ltd, Unch Corp., Rory A. Held, Frank S. Vellucci)

Apr 24WEX

Impactive Capital seeks board change at WEX Inc. citing underperformance

Impactive Capital Master Fund LP (and related entities)

Apr 24PFBX

Stilwell seeks to elect Stewart F. Peck to Peoples Financial board

Stilwell Activist Investments, L.P.

Apr 24PFBX

Stilwell Group contests Peoples Financial board seat for sixth consecutive year

Peoples Financial Corporation

Apr 24IMKTA

Summer Road LLC nominates director slate for Ingles Markets 2026 meeting

Summer Road LLC

Apr 24IMKTA

Cap 1 LLC / Summer Road challenges Ingles Markets board election

Ingles Markets, Incorporated

Apr 24WEX

WEX Inc. 2026 Annual Meeting — Impactive Capital nominates 3 directors

WEX Inc.

Apr 24EGBN

Eagle Bancorp 2026 Annual Meeting Proxy Statement

Eagle Bancorp, Inc.

Apr 24GNW

Genworth 2026 Annual Meeting - Management Proxy Statement

Genworth Financial, Inc.

Apr 24WSR

Mastandrea Slate Seeks to Replace Whitestone REIT Board

James C. Mastandrea

Apr 24MATW

Matthews International 2026 Annual Meeting – Board vs. Barington Proxy Contest

Board of Directors of Matthews International Corporation

Apr 24MATW

Barington seeks board seats at Matthews International with two director nominees

Barington Companies Equity Partners, L.P.

Apr 24DJCO

Daily Journal Corp defends against Buxton Helmsley's director nomination challenge

Daily Journal Corporation Board of Directors

Apr 24WBD

Paramount Skydance opposes Netflix acquisition of Warner Bros. Discovery

Paramount Skydance Corporation

Apr 24

BARK, Inc. 2025 Annual Meeting Proxy Statement

BARK, Inc.

Apr 24

Stilwell seeks board seat at Peoples Financial Corp 2026 Annual Meeting

Stilwell Activist Investments, L.P.

Apr 24PFBX

Stilwell Group nominates Stewart F. Peck for Peoples Financial Corp board

Stilwell Activist Investments, L.P., Stilwell Activist Fund, L.P., Stilwell Value Partners VII, L.P., Stilwell Value LLC, and Joseph D. Stilwell

Apr 24IMKTA

Cap 1 LLC nominates Rory Held for Ingles Markets board seat

Cap 1 LLC

Apr 24MIGI

Endeavor Blockchain seeks removal of all three Mawson directors

Endeavor Blockchain, LLC

Apr 24

Mastandrea seeks 6 board seats at Whitestone REIT 2026 Annual Meeting

James C. Mastandrea

Apr 24IMKTA

Summer Road LLC seeks board seat at Ingles Markets 2026 annual meeting

Summer Road LLC

Apr 24GNK

Diana Shipping seeks board control of Genco via tender offer at $23.50/sh

Diana Shipping Inc.

Apr 24EMPD

ATG Capital seeks 9-director slate at Empery Digital Inc.

ATG Capital Opportunities Fund LP

Apr 24

Impactive Capital nominates 4 directors to WEX Inc. board

WEX Inc.

Apr 24GNW

Genworth Financial 2026 Annual Meeting Proxy Statement

Genworth Financial, Inc.

Apr 24EGBN

Eagle Bancorp 2026 Annual Meeting Proxy Statement

Eagle Bancorp, Inc.

Apr 24LULU

Wilson Group seeks 3 board seats and declassification at Lululemon

Dennis J. "Chip" Wilson

Apr 24

Impactive Capital seeks 3 board seats at WEX Inc. 2026 annual meeting

Impactive Capital Master Fund LP

Apr 24RGR

Sturm Ruger management defends board against Beretta competitor proxy contest

Sturm, Ruger & Company, Inc.

Apr 24RGR

Beretta Holding Seeks 4 Board Seats at Sturm, Ruger Annual Meeting

Beretta Holding S.A.

Apr 24

Saba Capital challenges BNY Mellon Strategic Municipals board seat

BNY Mellon Strategic Municipals, Inc. (Board of Directors)

Apr 24

Saba Capital seeks board seat at BNY Mellon Strategic Municipals

Saba Capital Management, L.P.

Apr 24PCRX

DOMA challenges Pacira board with slate of three director nominees

DOMA

Apr 24

YZiLabs seeks board expansion and 7 director nominees at CEA Industries

YZiLabs Management Ltd.

Apr 24JACK

Biglari Capital seeks board changes at Jack in the Box

Biglari Capital Corp.

Apr 24JACK

Biglari Capital seeks vote against Jack in the Box Chairman Goebel

Biglari Capital Corp.

Apr 24JACK

Biglari Capital seeks vote against JACK chairman David Goebel

Biglari Capital Corp.

Apr 24WBD

Paramount Skydance opposes Netflix acquisition of Warner Bros. Discovery

Paramount Skydance Corporation

Apr 24

YZiLabs seeks board expansion and seven director nominees at CEA Industries

YZiLabs Management Ltd.

Apr 24

James C. Mastandrea seeks board slate at Whitestone REIT annual meeting

James C. Mastandrea

Apr 24EMPD

ATG Capital seeks 9-seat board overhaul at Empery Digital

ATG Capital Opportunities Fund LP

Apr 24RGR

Beretta Holding seeks board seats at Sturm, Ruger & Company

Beretta Holding S.A.

Apr 24MFIN

BIMIZCI nominates three directors to Medallion Financial board

Medallion Financial Corp.

Apr 24IMKTA

Summer Road seeks board seat at Ingles Markets with 3% stake

Summer Road LLC and related entities (Summer Road LLC, CAP 1 LLC, East River Partners Ltd, East River Partners II Ltd, Unch Corp., Rory A. Held, Frank S. Vellucci)

Apr 24WEX

Impactive Capital seeks board representation at WEX Inc.

Impactive Capital Master Fund LP

Apr 24WEX

Impactive Capital seeks board seats at WEX Inc. with 4.9% stake

Impactive Capital Master Fund LP

Apr 24LULU

Dennis Wilson seeks board seats and declassification at Lululemon

Dennis J. Wilson and affiliated entities

Apr 24

Impactive Capital seeks board seats at WEX Inc. 2026 annual meeting

Impactive Capital Master Fund LP

Apr 24TCX

Tucows Inc. 2026 Annual Meeting of Shareholders – June 2, 2026

Tucows Inc.

M&A Rumors

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