#shareholder

https://www.marketwatch.com/story/exxon-says-iran-war-will-curb-1q-production-by-6-4aa8c83e

What kind of id--t loses revenue with $100 oil price? As a shareholder, I demand DW get NSI ranking, and if he ever does this again in the next five years, be fire!

Xerox Holdings Corporation is asking shareholders to vote at its 2026 Annual Meeting on May 20, 2026 in Norwalk, Connecticut. Investors will elect nine directors, ratify PricewaterhouseCoopers LLP as auditor for 2026, and cast an advisory Say‑on‑Pay vote on 2025 executive compensation.

Shareholders are also asked to approve an amendment to the 2024 Equity and Performance Incentive Plan to increase the share reserve, supporting long‑term, equity‑based pay. The proxy details board qualifications, ESG goals including a 2040 net‑zero target, workforce initiatives after the Lexmark acquisition, capital structure, related‑party notes, and director and officer share ownership.

I hold a small position in CVS. Tiny enough in relation to the rest of my portfolio that, to be frank, the entire company could be liquidated and I could care less. In fact I'd jump for joy.

But because I am a stockholder, I am eligible to vote in the annual meeting.

Here's how I am going to fill out my proxy card:

1. Directors: Vote against all of them.
2. Ratify the appointment of independent accounting firm: Vote against (of all questions, this probably matters the least, but voting against this sends a message)
3. Approve company executive compensation: Vote against (I don't care if they all end up in the poor house)
4. Approve the company's incentive compensation plan: Vote against (high level types covered by this plan are the ones driving CVS into the ground)
5. Stockholder proposal to reduce threshold to act by written consent: Vote for (goes against board recommendation, and why would anyone want less say in how CVS is run?)

Citi recently announced that its annual shareholder meeting will be May 20, 2026. If you contributed to the Citi Stock Fund in the 401k plan, then you are a stockholder and can vote in the upcoming meeting. Be on the lookout for the proxy statement in your mail, which will contain a ballot you can mail or info for how to vote online. Stockholders will vote on the following:

1 - Elect 13 directors
2 - Selection of the independent public accounting firm for 2026
3 - Advisory vote to approve 2025 executive compensation
4 - Approve additional shares for the Citigroup 2019 Stock Incentive Plan

Below is a link to the notice and proxy statement:
https://www.citigroup.com/rcs/citigpa/storage/public/Annual_Report/2025/2026-citi-proxy-statement.pdf

Make your voice heard as a current/former employee & shareholder!!

Nike’s entire board ought to be scrubbed at this point too. Zero accountability for failings of successive leadership teams. Waiting on evidence they take their fiduciary duties to shareholders seriously at this point. Activist and buyout the best outcome at this point to break cycle of layoffs and restructuring to hide lack of real strategy and leadership…

With layoffs happening this morning, it looks like the company may be in the middle of a broader cost-cutting and restructuring move. A possible explanation is that leadership is reducing headcount in areas it believes can be automated or absorbed by AI-enabled tools and smaller teams, with the aim of lowering costs, improving margins, and signaling a more efficient operating model to shareholders. If that is what is happening, the message is less about short-term performance and more about a transformation strategy centered on automation, leaner staffing, and investor-facing value creation.

Shareholder voting starts today.
Vote every single one of this board OUT

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ExxonMobil's breakthrough in fully automated offshore drilling in Guyana has significant implications for its shareholders. The automation system not only enhances drilling efficiency and execution but also offers potential cost savings and improved well economics. This shift towards automation may lead to a more consistent and reliable production profile, which is crucial for maintaining shareholder value. Additionally, the successful deployment of this technology could influence capital allocation for ExxonMobil's offshore projects, potentially protecting well economics amid volatile oil price cycles.

While the automation system introduces new risks, such as software failures and cyber vulnerabilities, the long-term benefits of increased efficiency and operational consistency are likely to outweigh these risks for ExxonMobil's shareholders. The company's ability to demonstrate the effectiveness of its automation technology in Guyana could serve as a blueprint for future field developments, potentially impacting capital allocation for other offshore projects and beyond.

Overall, ExxonMobil's automation breakthrough in Guyana represents a significant step forward for the company's upstream operations and could have a positive impact on its shareholders by enhancing operational efficiency and potentially protecting well economics.

https://energynews.africa/2026/03/18/exxonmobil-pioneers-fully-automated-offshore-drilling-in-guyana-redefining-future-project-economics/

Employees should have received an email today about voting your shares. If you want things to change around here, and if you don’t want executive pay to comically outstrip your actual productive work, then you MUST read the proxy statement and vote. It’s a hundred pages - not all 100 pages are important, but I can’t read them all for you. Vote down excessive compensation schemes. Vote for increased independent oversight where applicable. Grousing on thelayoff is fun but it doesn’t change anything. Management is always betting you are either too d-mb or too indifferent to even vote.

Shareholder here. I heard that LFAB is having major people problems. I am concerned. Can you please let me know if this is credible, and what is HR doing to address this problem.

The Heritage Foundation Submits Shareholder Proposal to Truist Financial Corporation

Published on 03/16/2026 at 07:01 am EDT
S&P Capital IQ
TRUIST FINANCIAL CORPORATION

• 0.36%
  On March 16, 2026, The Heritage Foundation announced that it has submitted a shareholder proposal from Truist Financial Corporation, requesting the Company to conduct an evaluation and issue a report within the next year, at reasonable cost and excluding proprietary information and disclosure of anything that would constitute an admission of pending litigation, evaluating how Truist?s policies, public statements, and corporate partnerships may be misaligned with the values of its customer base, and how such misalignment may expose the company to significant legal, regulatory, and reputational risk, in connection with the annual meeting of shareholders scheduled to be held on April 28, 2026.

So, EM became a major shareholder of MDT and I would have bet the farm that GM had initially had discussions to come in to help with his agenda. Everything GM is doing now is exactly what EM would want anyways. But, the MDT position will be the worst investment decision EM will have made in its history.

The bigger mo--n then GM is Brett Whals

Paisner v. Tan, Del. Ch., No. 2026-0307
Paisner v. Tan is a shareholder derivative action filed in the Delaware Court of Chancery on March 5, 2026, seeking to void an "extortionary" deal involving a 10% stake in Intel Corporation sold to the U.S. government.
Case Overview
Plaintiff: Richard D. Paisner, an Intel shareholder represented by Heyman Enerio Gattuso & Hirzel LLP and GM Law.
Defendants: Lip-bu Tan (Intel director), other Intel board members, U.S. Commerce Secretary Howard Lutnick, and the Department of Commerce.
Core Allegation: The lawsuit alleges that Intel's board was coerced into issuing approximately 10% (9.9%) of its equity to the Department of Commerce (DOC) for "no meaningful consideration" following public demands from President Donald Trump.
Key Legal Arguments
The complaint, which was partially unsealed on March 11, 2026, asserts several grounds for invalidating the transaction:
Lack of Congressional Authority: The suit argues that only Congress can authorize a federal agency to become a partial owner of a publicly traded company, and no such law exists for this transaction.
Extortion and Coercion: It alleges the board succumbed to "well-founded fears" regarding personal and professional relationships after President Trump publicly claimed CEO Lip-bu Tan was conflicted and should be fired.
Illegal Voting Agreements: The deal reportedly included provisions requiring the government to vote its 9.9% stake as directed by the Intel board and pledged government support for sitting directors. The plaintiff argues this created a conflict of interest by providing directors with a unique benefit not shared by other shareholders.
Pretextual Funding: The complaint claims the government demanded the shares as a "pretextual advancement" of funds Intel had already earned under a 2024 CHIPS Act agreement.
The case was initially filed under seal on March 5, 2026, and unsealed on March 11, 2026, with certain confidential information redacted. The plaintiff seeks an order canceling the deal and unspecified damages.
Bloomberg Law News

We all got multiple emails and letters to get us to sign over our voting rights as shareholders to the corporation. That’s pretty suspicious and I can’t imagine why anyone would be stupid enough to fall for it.

Now, we’re starting to get phone calls from these “advocates” at Innisfree M&A (look them up) to also try to get us to sign over our rights. Sketchy stuff.

So obviously the company is desperate because they have something unpopular they want to push through at the next shareholders meeting. What is it? Other than a fat executive compensation package, what would the company be trying to push that they need the employees’ shares (a minority position) to get through?

DON’T BE FOOLED - HOLD ON TO YOUR RIGHTS!

Nike Leadership finds a way to fail and lose shareholder value everyday...

Now Ed Garden, one of Fortune Brands largest shareholders, disagrees with the new pick of CEO Amit Banati and has a list of his potential candidates that will allegedly be presented at the next shareholder meeting.

While shareholders are critical, tunnel vision focus on share price alone allows for short term goals and does not set up a company for long term success. Share price is the reward of doing everything else correct including, but not limited to, having the right people, the right plan, and executing the plan.

Voting Instructions

For the annual meeting of Texas Instruments, please record the following votes:

Proposal 1 – Election of Directors: AGAINST
I am voting against the election of the board of directors, including CEO Haviv Ilan. In my view, current leadership decisions are negatively impacting the company’s culture and employee morale. Strong leadership and culture are critical for sustaining innovation and long-term performance at Texas Instruments.

Proposal 2 – Advisory Vote on Executive Compensation: AGAINST
I am voting against the executive compensation package because compensation decisions appear misaligned with employee outcomes, particularly the reduction of profit-sharing for employees beginning in 2027.

How to Submit Your Proxy Vote

1.  Go to the proxy voting site listed on your proxy card: https://www.proxyvote.com
2.  Enter the 16-digit control number from your proxy card or email.
3.  Select your voting choices for each proposal.
4.  Submit your vote electronically and confirm.

Sabre just issued an 8K outlining its limited-duration shareholder rights plan (basically telling Wall Street they have a short term 'poison pill' strategy) following the accumulation of a significant amount of stock by Constellation Software. Sabre's travel customers now not only have to worry about whether Sabre can deliver the products they need, but whether they will even have ownership stability since the stock started to be traded at The Dollar Store. I don't know about you, but Sabre has probably run out of runway to repair the balance sheet in time to invest in any credible product development that can compete with PROS, Accelya, or FLYR's PSS alternative's in the PSS arena. What do you think?

Big John, it is time. Please resign/retire and RTF (Return to Family). You deserve to play golf and spend time with family.

Thanks for your service destroying shareholder value and sending AT&T from gold medal carrier to bronze medal carrier.

Share holders should vote no for this poorly negotiated deal and clays lack of leadership getting exposed before, during, and after this was announced.

There are currently proxy statements out, vote to get rid of this board. Vote for the ability for shareholders to force meetings (2nd to last question on the proxy)

Phillips 66 owns a refining system that should be capable of delivering durable, peer-leading returns. The assets are advantaged, the footprint is diverse, and the workforce is experienced. Yet over the past several years, refining has remained a primary source of earnings volatility and inconsistent performance, rather than a stabilizing value engine.

That outcome ultimately sits with leadership.

Under Rich Harbison, Phillips 66 refining has not consistently translated operational capability into shareholder value. While individual sites often perform well, the system as a whole has struggled to demonstrate sustained margin capture or downside protection relative to best-in-class peers such as Valero.

This is not simply an operational issue—it is a commercial and leadership failure.

Phillips 66 frequently points to favorable market cracks and commercial optionality as evidence that refining should perform well. But market cracks do not create value on their own. Value is created when trading, optimization, and asset operations work together to capture those signals consistently and manage volatility when conditions turn.

That responsibility extends beyond refining leadership to the commercial organization.

Under Brian Mandell and Mark Hughes, Phillips 66 has expanded its commercial and trading footprint and repeatedly described it as a differentiator. The implication is clear: stronger trading capability should enhance margin capture and smooth earnings.

The results do not support that claim.

Despite periods of attractive market cracks, Phillips 66 has failed to consistently convert market structure into superior refining returns. Upside capture has been uneven. Downside exposure has been abrupt. Trading appears unable to reliably translate market opportunity into durable value at the enterprise level.

When trading cannot deliver the value implied by the market environment, it ceases to be a hedge or differentiator and becomes just another source of noise layered onto an already volatile business.

This raises uncomfortable questions about focus and accountability.

Valero’s advantage is not just asset quality—it is clarity. Its leadership team is singularly focused on refining and commercial execution. There are no competing internal priorities, no portfolio narratives to balance, and no ambiguity about what success looks like. That focus shows up in more consistent margin capture and more reliable shareholder outcomes.

Phillips 66, by contrast, splits leadership attention across refining, marketing, a growing trading organization, midstream, and chemicals. In that environment, refining leadership must be forceful and commercial leadership must be exceptional. Instead, the system appears fragmented, with no one clearly accountable for turning market opportunity into sustained returns.

This is not a workforce problem. Refineries run. Traders trade. Commercial teams work hard. The issue is coordination, discipline, and leadership effectiveness at the top.

When refining volatility continues to dominate results, when market cracks fail to translate into value, and when trading is invoked more often as an explanation than as a solution, accountability becomes unavoidable.

Phillips 66 has the assets.
It has the markets.
What it lacks is leadership leverage.

Until refining and commercial leadership are held accountable for profitability, volatility management, and peer-relative capture—not just activity and presence—refining will remain a source of frustration rather than a foundation for shareholder value.

The assets deserve better integration.
Shareholders deserve better outcomes.

So today a new form was published via the SEC, that explains that every shareholder would get 1 x Warrant pr. 2 x shares they hold on the 9th of Feb.

One warrant allows the holder to purchase 1 x Xerox share for $8 within the next two years.

This part I understand, meaning they are only valuable in this form should our stock increase with 400% over the next 2 years.

The last part is where I’m not sure:
The warrants may be exercised for cash at any time prior to expiration.

What does that mean?

The company announced a 20% dividend increase and a new $6 billion stock buyback program.

Someone ran a piece a few days ago about Chinese automaker BYD raising $5 billion to expand all over the place. New factories, new dealerships, very aggressive moves to increase global market share.

General Motors has even bigger plans - a giant new Stock Buyback and Shareholder Dividend Flimflam! Yay! USA! USA! USA!

They lost any maneuvering room to show results besides cuts a long time ago. At this stage, we're in a managed decline, an effort to maximize profits for the top and shareholders for as long as possible.

For himself and the people behind the curtains. The goal is to strip this thing down to bare minimum costs, maintain a revenue stream and healthy cash flow and dump it off private equity style. He most certainly doesn't work for shareholder or the stock price. The men behind the curtains pull his strings.

Is Blake at DAVOS again? Fly the corp jet over. Blow a lot of shareholder money to make him feel smart and important. He is neither but they will layoff more by year end because the anemic growth his sales team has delivered.

Over the last 30 days our stock has lost just under $5B in value. Clearly the market can see through the smoke screen that is being throwing up! Sadly, the layoffs aren’t starting where they should…with Stinkey!

Comerica’s CEO framed the merger as a move toward innovation and growth, but the deal is also expected to bring layoffs. The bank has not disclosed how many Michigan workers could be affected, saying it is focused on creating a stronger, more competitive organization.

https://www.woodtv.com/news/michigan/layoffs-likely-as-shareholders-approve-fifth-third-acquisition-of-comerica/

Shareholders seek legal advice on the fairness of bd deal to their stock.merger shifted out to July.batra trying to go it alone is going to backfire on a disastrous merger.

Have you read the new partnership agreement? Class A shareholders will only get the 7.5% payments and that's it. No more variable profits.

Only Class B shareholders will get the variable profits (but no guaranteed payments at all).

It also talks about public offerings. Oh but we're not for sale, right? Funny how from what I can see, that piece wasn't in previous LP documents.

https://www.sec.gov/Archives/edgar/data/815917/000119312525266808/ck0000815917-ex3_1.htm

Hoping for fun happy New Years at MDT.
Lets get that stock price over 100$ again maybe 130$ ... fight fight fight at all costs we can do it !!!
Whos with me?

Is to create shareholder value. HBU?

Warner Bros Discovery has urged shareholders to reject a $108.4bn hostile takeover offer from Paramount Skydance, branding it “inadequate” amid an extraordinary corporate battle to control the legacy media conglomerate.

In a blunt letter to shareholders on Wednesday morning, WBD accused Paramount of having “consistently misled” investors by claiming its bid has a “full backstop” – a safety net to ensure it has sufficient funds – from the Ellisons.

Paramount did not immediately respond to a request for comment.

“Following a careful evaluation of Paramount’s recently launched tender offer, the Board concluded that the offer’s value is inadequate, with significant risks and costs imposed on our shareholders,” Samuel A Di Piazza Jr, chairman of WBD’s board, said in a statement. “This offer once again fails to address key concerns that we have consistently communicated to Paramount throughout our extensive engagement and review of their six previous proposals.

“We are confident that our merger with Netflix represents superior, more certain value for our shareholders and we look forward to delivering on the compelling benefits of our combination.”

Source: The Guardian

Bill and his Board of Bandits continue to throw things against the wall hoping something will stick to get share price up.

Mission accomplished, another quarter and another dividend for shareholders.

https://finance.yahoo.com/news/verizon-communications-inc-vz-announces-123254918.html

Annual sales declines of 2.6% for the past five years show its products and services struggled to connect with the market

Earnings per share decreased by more than the revenue over the last five years, showing each sale was less profitable

8× net-debt-to-EBITDA ratio shows it’s overleveraged and increases the probability of shareholder dilution if things turn unexpectedly

When do the Board declare no confidence in them ?

The grift that keeps on grifting. He will consult through the transition.
Plus private jet perks and more for leading the company from 1st to 3rd place.
Will he still have a security detail?
Employee shareholders pay the price.