Corporate Governance 14 February 2026 - 22 April 2026

Smith-Midland Slips After New Proxy Vote Set

Smith-Midland Slips After New Proxy Vote Set

Smith-Midland Corp shares traded lower Tuesday after the company filed proxy paperwork with a request for shareholders to sign off on a new equity incentive plan at its annual meeting in July. Shares on the Nasdaq finished at $31.21, off $1.22, or 3.76%, at the 4 p.m. Eastern close. By 4:10 p.m. Eastern in light after-hours trading, the stock was quoted at $31.60, according to MarketBeat data.
June 3, 2026
BP PLC Chair Gains Key Investor Backing Before AGM Climate Vote Fight

BP PLC Chair Gains Key Investor Backing Before AGM Climate Vote Fight

At least three major BP PLC shareholders are backing Chair Albert Manifold going into Thursday’s annual meeting, giving the board a lift ahead of a closely watched vote on investor confidence. Timing is front and center here. This marks Manifold’s first AGM as chair, alongside Chief Executive Meg O’Neill’s debut in the role. Against the backdrop: BP grappling with patchy performance, leadership shakeups, and Elliott Management’s activist heat. BP has set the meeting for 11 a.m. BST on April 23 at its International Centre for Business and Technology.
April 22, 2026
BP PLC AGM Clash Deepens as Glass Lewis Urges Vote Against Chair Over Climate Resolution

BP PLC AGM Clash Deepens as Glass Lewis Urges Vote Against Chair Over Climate Resolution

The battle among BP PLC shareholders heated up after Glass Lewis, the influential proxy adviser, recommended voting against Chair Albert Manifold’s re-election. The group cited the board’s move to keep a climate resolution off the agenda for the April 23 annual general meeting. With this call, the stakes rise for BP as investors prepare for a vote likely to scrutinize both governance and the company’s position on climate disclosure. Timing is key. The call lands just a week after Meg O’Neill stepped in on April 1, while BP, led by Manifold, pushes forward with its pivot toward oil and gas. All eyes on April 23—investors will get their first real chance to weigh in on the new direction.
April 8, 2026
Anglo American Narrows UK Gender Pay Gap Ahead of AGM, but Bonus Gap Remains Wide

Anglo American Narrows UK Gender Pay Gap Ahead of AGM, but Bonus Gap Remains Wide

Anglo American’s primary UK head-office arm showed a slimmer gender pay gap in its most recent filing. On a median basis, women earned 79p for every £1 men received — that’s the midpoint when pay is ranked. On average, women were paid 24.2% less. The figures apply to Anglo American Services Ltd. The filing dropped right after the April 4 cutoff for big UK employers to release pay-gap stats, hitting as London markets were closed for Easter Monday and with Anglo’s annual meeting set for April 29. Investors now have the figures as the miner keeps pushing its merger with Teck Resources.
April 6, 2026
Victory Backs Off Janus Henderson Fight After Peltz’s $52 Bid — But One Risk Still Lingers

Victory Backs Off Janus Henderson Fight After Peltz’s $52 Bid — But One Risk Still Lingers

Janus Henderson moved closer to a deal with Nelson Peltz’s Trian Fund Management and General Catalyst on Friday, after Victory Capital pulled out of the running earlier in the week. Despite the momentum, Janus shares ended at $51.35, just under the $52-per-share cash bid, with the small gap hinting investors aren’t quite convinced the buyout is a lock. The stakes shifted after the higher offer and Victory’s exit, effectively ending the quick, contentious battle for the $493 billion asset manager days before the April 16 shareholder vote. Where shareholders once faced the tangle of a pricier, complex stock-and-cash bid versus a simpler but smaller all-cash option, the path ahead seems clearer.
March 27, 2026
HESTA Super Fund Under Fresh Pressure as Grow Inc Woes Collide With Executive Exits

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

HESTA faced renewed scrutiny on March 27 after ABC revealed that Grow Inc—its administration provider—showed nearly A$45 million in liabilities, while assets stood at about A$24 million, according to its latest filings. This surfaced just days after HESTA announced chief operating officer Stephen Reilly’s planned June departure. Both issues are raising sharper concerns over whether one of Australia’s largest retirement funds can maintain smooth operations. The timing is notable: HESTA, a heavyweight in Australia’s superannuation sector, is still dealing with the aftershocks of its 2025 transition to Grow. In December, APRA said the shift “caused direct harm to members” and revealed gaps in both governance and risk oversight. According to the regulator, HESTA manages around A$100 billion for about 1.1
March 27, 2026
Unilever Stock Price Today: TD Cowen Keeps Buy Call as CEO Pay Scrutiny Builds

Unilever Stock Price Today: TD Cowen Keeps Buy Call as CEO Pay Scrutiny Builds

Unilever drew attention Tuesday, following word that TD Cowen’s Robert Moskow reaffirmed his Buy rating and stuck with a 5,800-pence price target. Shares in London closed at 4,881 pence on Monday, a 0.96% gain. So, why now? Investors remain in wait-and-see mode as CEO Fernando Fernandez tries to prove the company, fresh from its ice-cream spinoff, can deliver more reliable volume growth. The broker's call comes just days after Unilever released its annual report and proposed a fresh pay policy for shareholders to consider at the 2026 AGM.
March 17, 2026
BHP Group Ltd Succession Spotlight Sharpens as Geraldine Slattery Emerges in Twin CEO Race

BHP Group Ltd Succession Spotlight Sharpens as Geraldine Slattery Emerges in Twin CEO Race

Melbourne, March 11, 2026, 08:41 AEDT. Geraldine Slattery, BHP Group Ltd’s Australia President, is suddenly at the heart of not one but two high-profile CEO succession talks. The Australian, on March 11, flagged her as a frontrunner inside BHP to take over from Chief Executive Mike Henry down the line. Just days before, Reuters reported that Slattery’s name is also circulating as a candidate for the open CEO spot at Woodside Energy.
March 10, 2026
Analog Devices faces late Tuesday vote on 13 million-share stock plan ahead of annual meeting

Analog Devices faces late Tuesday vote on 13 million-share stock plan ahead of annual meeting

BOSTON, March 10, 2026, 1:41 PM EDT Analog Devices investors face a deadline of 11:59 p.m. ET on Tuesday to cast their votes on a proposal to boost the chipmaker’s stock-award plan by 13 million shares. That’s the headline item up for approval at Wednesday’s annual meeting in Boston. According to a proxy filing, the board wants shareholders to back the increase.
March 10, 2026
Rolls-Royce CEO pay plan put to shareholders after turnaround, with package topping £18 million

Rolls-Royce CEO pay plan put to shareholders after turnaround, with package topping £18 million

Rolls-Royce Holdings disclosed that under its proposed pay policy, chief executive Tufan Erginbilgic could take home as much as 18.459 million pounds in 2026—assuming top-end performance targets are reached. That’s from the company’s latest remuneration filings. Timing is key here: Rolls-Royce’s new pay policy goes to a shareholder vote at the April 30 annual general meeting, following a sharp run-up in the share price and amid a wider trend among some UK blue chips to lift executive pay caps.
March 6, 2026
Woodside Energy filing shows fresh executive share rights — here’s who got them

Woodside Energy filing shows fresh executive share rights — here’s who got them

Woodside Energy Group Ltd on Friday reported in an ASX filing that it has granted 643,995 unquoted equity “rights” to employees through its incentive plans. This grant stands out, with the stock drawing scrutiny as the company works to secure its leadership bench during major initiatives and the ongoing CEO search. Even modest equity awards can spark dilution concerns.
March 6, 2026
Kenvue insiders just disclosed a fresh wave of stock awards — here’s what the filings show

Kenvue insiders just disclosed a fresh wave of stock awards — here’s what the filings show

Kenvue Inc’s senior leaders just reported fresh equity grants in filings, with the North America chief awarded 127,051 units, as the consumer health company moves closer to a takeover by Kimberly-Clark.. Kenvue’s filings are drawing attention right now, with the company in the midst of a deal. Kimberly-Clark in November announced plans to buy Kenvue via a cash-and-stock deal, aiming to build out a global health and wellness platform. The companies are shooting for a second-half 2026 close, pending necessary approvals and other conditions..
March 5, 2026
Rolls-Royce buyback rolls on: fresh share purchases and two retired U.S. generals join North America board

Rolls-Royce buyback rolls on: fresh share purchases and two retired U.S. generals join North America board

On Thursday, Rolls-Royce Holdings reported fresh buybacks from its ongoing £2.3 billion repurchase plan, picking up more shares on March 4 to cancel them. These purchases mark some of the earliest daily disclosures since the company rolled out its 2026 program with last week’s annual results, giving investors a first look at the pace of planned cash returns. Fewer shares from buybacks could push up earnings per share, assuming profits don’t slip.
March 5, 2026
Shareholders hit QBE Insurance Group Limited with fresh climate demands ahead of 2026 AGM

Shareholders hit QBE Insurance Group Limited with fresh climate demands ahead of 2026 AGM

QBE Insurance Group Ltd said three shareholder resolutions have been put forward for its May 8 annual general meeting. The proposals push for more detail on climate risk and ask the board to review how it governs underwriting for new and expansionary oil and gas projects. One resolution seeks a change to QBE’s constitution to permit advisory shareholder resolutions. Another asks for QBE to spell out how much of its gross written premium — that's before reinsurance — could require withdrawal, reduced exposure, or higher prices as climate risks mount, plus climate-scenario disclosures. The board “welcomes this dialogue” and said it will weigh the resolutions before making voting recommendations, but did not identify the shareholders behind the push. Investors are
March 5, 2026
ScottishPower CEO blasts UK wind auction rules, jabs Ørsted as customer complaints pile up

ScottishPower CEO blasts UK wind auction rules, jabs Ørsted as customer complaints pile up

Keith Anderson, chief executive at ScottishPower, took aim at the UK’s newest offshore wind subsidy round, saying tweaks to the rules are pushing developers to enter bids before securing planning consent—a move he claims boosts the risk of delays and potential non-delivery. This dispute carries weight: Britain’s 2030 clean-power target rests on offshore wind, and officials want to keep costs down for consumers. The tool in play is the Contracts for Difference scheme—a government-supported contract locking in a “strike price” for electricity. If market prices dip below that level, the scheme kicks in with a top-up; if prices climb higher, operators pay back the difference.
March 3, 2026
AT&T stock barely moves after-hours as NYC pension funds sue over diversity disclosure vote

AT&T stock barely moves after-hours as NYC pension funds sue over diversity disclosure vote

NEW YORK, Feb 17, 2026, 19:04 — After-hours AT&T Inc shares barely budged in after-hours action Tuesday, last quoted at $28.68 for a fractional gain of less than 0.1%. In Manhattan federal court, four New York City public pension funds filed suit against the telecom giant, accusing AT&T of improperly dropping a shareholder proposal on workforce diversity reporting from its 2026 annual meeting agenda. The funds allege the company halted publication of race, ethnicity, and gender data for its 133,000 employees in 2024, pointing to a November SEC rule tweak that permits companies to block proposals if they assert a “reasonable basis”—a move the plaintiffs describe as causing “irreparable” harm. Their lawsuit seeks to prevent AT&T from soliciting proxies unless
February 18, 2026