Corporate Governance 12 February 2026 - 17 March 2026

HESTA Super Fund Under Fresh Pressure as Grow Inc Woes Collide With Executive Exits
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HESTA Super Fund Under Fresh Pressure as Grow Inc Woes Collide With Executive Exits

HESTA faces scrutiny after ABC reported its administrator Grow Inc has A$45 million in liabilities and A$24 million in assets, while auditors flagged doubts over Grow’s viability. The fund is also managing executive departures, with COO Stephen Reilly set to leave in June and CEO Debby Blakey stepping down in late 2026. APRA previously criticized HESTA’s switch to Grow for harming members.
March 27, 2026
Unilever Stock Price Today: TD Cowen Keeps Buy Call as CEO Pay Scrutiny Builds
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Unilever Stock Price Today: TD Cowen Keeps Buy Call as CEO Pay Scrutiny Builds

Unilever shares closed at 4,881 pence Monday after TD Cowen reiterated a Buy rating and a 5,800-pence target, citing expected 2% volume growth in 2026. The broker’s call follows Unilever’s annual report and a new pay policy proposal ahead of the 2026 AGM. CEO Fernando Fernandez faces scrutiny over post-demerger strategy, while the company warns of slower sales growth in the U.S. and Europe.
March 17, 2026
BHP Group Ltd Succession Spotlight Sharpens as Geraldine Slattery Emerges in Twin CEO Race
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BHP Group Ltd Succession Spotlight Sharpens as Geraldine Slattery Emerges in Twin CEO Race

BHP Australia President Geraldine Slattery is under consideration to succeed BHP CEO Mike Henry and is also a contender for the top job at Woodside Energy, according to reports from The Australian and Reuters. Woodside is interviewing candidates and plans to name a CEO in early 2026. BHP has not commented on succession. The miner’s next production update is set for April 22.
March 10, 2026
Analog Devices faces late Tuesday vote on 13 million-share stock plan ahead of annual meeting
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Analog Devices faces late Tuesday vote on 13 million-share stock plan ahead of annual meeting

Analog Devices shareholders have until late Tuesday to vote on adding 13 million shares to its equity incentive plan, which would raise potential dilution to 6.11% from 3.48%. The board is urging approval ahead of Wednesday’s annual meeting in Boston. ADI stock rose 1% to $322.95 Tuesday afternoon. Shareholders will also vote on directors, executive pay, and a proposal to lower the threshold for calling special meetings.
March 10, 2026
Rolls-Royce CEO pay plan put to shareholders after turnaround, with package topping £18 million
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Rolls-Royce CEO pay plan put to shareholders after turnaround, with package topping £18 million

Rolls-Royce proposed a pay policy that could raise CEO Tufan Erginbilgic’s maximum compensation to £18.5 million in 2026, pending shareholder approval at the April 30 annual meeting. The plan would increase his long-term incentive grant to 750% of salary and annual bonus cap to 300%. If the share price rises 50%, his package could reach £24.4 million. Erginbilgic’s base salary rose 15.6% to £1.58 million in September.
March 6, 2026
Woodside Energy filing shows fresh executive share rights — here’s who got them
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Woodside Energy filing shows fresh executive share rights — here’s who got them

Woodside Energy issued 643,995 unquoted equity rights to executives, including acting CEO Liz Westcott, under incentive plans, according to an ASX filing. The awards, granted without shareholder approval under Listing Rule 7.1, could dilute existing shares by about 0.03% if vested. Westcott has served as acting CEO since December after Meg O’Neill’s resignation.
March 6, 2026
Kenvue insiders just disclosed a fresh wave of stock awards — here’s what the filings show
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Kenvue insiders just disclosed a fresh wave of stock awards — here’s what the filings show

Kenvue executives disclosed new restricted stock unit grants in SEC filings, including 127,051 units for its North America chief and 122,286 for its general counsel, vesting from 2027 to 2029. The awards come as Kenvue moves toward a planned takeover by Kimberly-Clark, set to close in late 2026. Kenvue shares closed at $18.19 on March 4. The company faces ongoing Tylenol litigation in Texas.
March 5, 2026
Rolls-Royce buyback rolls on: fresh share purchases and two retired U.S. generals join North America board
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Rolls-Royce buyback rolls on: fresh share purchases and two retired U.S. generals join North America board

Rolls-Royce bought 449,629 shares across four exchanges on March 4 under its £2.3 billion buyback, with prices ranging from 1,296 to 1,347.5 pence. CEO Tufan Erginbilgic and CFO Helen McCabe had shares vest and sold portions to cover tax. The company named retired U.S. Generals Laura Richardson and Duke Richardson to its North America board, effective January 2026.
March 5, 2026
Shareholders hit QBE Insurance Group Limited with fresh climate demands ahead of 2026 AGM
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Shareholders hit QBE Insurance Group Limited with fresh climate demands ahead of 2026 AGM

QBE Insurance Group said shareholders have requisitioned three resolutions for its May 8 AGM, seeking more climate risk disclosure and a review of oil and gas underwriting governance. QBE also reported buying back 1.26 million shares for A$26.9 million on March 4. CEO Andrew Horton sold 133,031 shares to meet tax obligations. QBE posted a 2025 net profit after tax of US$2.16 billion and a final dividend of 78 Australian cents.
March 5, 2026
ScottishPower CEO blasts UK wind auction rules, jabs Ørsted as customer complaints pile up
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ScottishPower CEO blasts UK wind auction rules, jabs Ørsted as customer complaints pile up

ScottishPower CEO Keith Anderson criticized UK offshore wind auction rules after the company’s East Anglia ONE North project lost out to RWE-backed Dogger Bank South in the government’s latest subsidy round. Anderson warned the rules favor projects without planning consent, raising delivery risks. The government awarded contracts for 8.4 GW of offshore wind in Allocation Round 7.
March 3, 2026
Microsoft (MSFT) stock slips despite director’s $2 million buy as AI spending stays under the microscope
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Microsoft (MSFT) stock slips despite director’s $2 million buy as AI spending stays under the microscope

Microsoft shares fell 0.3% to $397.23 Friday, trailing a broader Wall Street rally as investors weighed the company’s AI spending and governance signals. Director John W. Stanton bought 5,000 shares for about $2 million, according to an SEC filing. Microsoft pledged $50 billion in AI investment for developing countries and said it will match all electricity use with renewable energy. The company denied its tech is used for mass surveillance by U.S. immigration authorities.
February 20, 2026
McDonald’s stock barely budges after-hours as Shamrock Shake returns and new director files disclosure
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McDonald’s stock barely budges after-hours as Shamrock Shake returns and new director files disclosure

McDonald’s shares closed nearly flat in after-hours trading Tuesday at $327.62. The company announced the return of the Shamrock Shake and Oreo Shamrock McFlurry in the U.S. starting Feb. 17. A regulatory filing showed new director James D. Farley Jr. holds 242 shares directly, plus additional indirect holdings.
February 18, 2026
AT&T stock barely moves after-hours as NYC pension funds sue over diversity disclosure vote
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AT&T stock barely moves after-hours as NYC pension funds sue over diversity disclosure vote

Four New York City pension funds sued AT&T in Manhattan federal court after the company excluded a workforce diversity disclosure proposal from its 2026 annual meeting ballot. AT&T shares were little changed after-hours, last at $28.68. Investors are watching upcoming webcasts with CFO Pascal Desroches and COO Jeff McElfresh, starting Feb. 24.
February 18, 2026
Disney stock barely moves after-hours as traders eye CEO handover, March shareholder vote
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Disney stock barely moves after-hours as traders eye CEO handover, March shareholder vote

Disney shares slipped 0.2% to $105.44 in after-hours trading Tuesday, following a 0.2% gain in the regular session. The company’s annual shareholder meeting, set for March 18, will mark the CEO handoff from Bob Iger to parks chief Josh D’Amaro. Wall Street ended modestly higher after a volatile session. Investors are watching for inflation data due later this week.
February 18, 2026
Citigroup stock price: CEO pay jump, insider sales and Russia exit headlines before the next session
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Citigroup stock price: CEO pay jump, insider sales and Russia exit headlines before the next session

Citigroup shares closed down 0.3% at $110.86 Friday after filings revealed CEO Jane Fraser’s 2025 pay will rise nearly 22% to $42 million and insider sales by International head Ernesto Torres Cantu. The bank’s Russian unit will rebrand as RenCap Bank after its planned sale. U.S. markets will be closed Monday for Presidents Day.
February 14, 2026
Citigroup stock price slips as CEO Jane Fraser’s pay hits $42 million and CPI resets Fed bets
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Citigroup stock price slips as CEO Jane Fraser’s pay hits $42 million and CPI resets Fed bets

Citigroup shares fell 0.6% to $110.52 Friday, extending losses after a 5.32% drop Thursday. CEO Jane Fraser’s 2025 pay rose to $42 million, up 22% after the stock surged 65.8% last year. Citi also established a new 6.5% preferred stock series and confirmed its Russian unit will rebrand as RenCap Bank ahead of a $1.2 billion loss-making sale.
February 13, 2026
CAAT pension shake-up: CEO Derek Dobson put on leave after $1.6 million payout scrutiny
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CAAT pension shake-up: CEO Derek Dobson put on leave after $1.6 million payout scrutiny

CAAT Pension Plan placed CEO Derek Dobson on administrative leave and named CIO Kevin Fahey acting CEO amid an independent review of a $1.6 million vacation payment to Dobson. The board also replaced its chair and vice-chair. The review is expected to conclude later in February. CAAT says the plan remains fully funded with over $23 billion in assets.
February 13, 2026
Plug Power stock in spotlight as rushed shareholder vote looms after SEC filing
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Plug Power stock in spotlight as rushed shareholder vote looms after SEC filing

Plug Power advanced its special shareholder meeting to Feb. 12, focusing on proposals to increase authorized shares and a possible reverse split. Shares traded near $1.96 premarket after closing down 3.9% Wednesday. Albany County’s development agency eased job targets tied to Plug’s incentives package for its Slingerlands headquarters, lowering the requirement to 650 jobs by 2027.
February 12, 2026