Ann and Mike answer a mailbag question about SEC Rule 14a-8.

Shareholder Primacy

Mailbag, Rule 14a-8 Edition

Ann and Mike interview Lauren Pringle, the Editor-in-Chief of the Chancery Daily.

Lauren Pringle, The Chancery Daily

Ann and Mike talk about Meta’s recapitalization and the dispute over advance notice bylaws at Empery Digital

Facebook dual-class shares; EMPD advance notice bylaw case

Ann and Mike talk about retail voting programs at Tesla, Exxon, and Goldman Sachs.

Retail voting programs

Ann and Mike talk about appraisal arbitrage, and different kinds of activists

Appraisal rights; kinds of activists

Ann and Mike talk with Stavros Gadinis at the University of California at Berkeley.

Stavros Gadinis, University of California - Berkeley, “Corporate Ordering”

The new SEC proposal rules

The new SEC proposal rules

Ann and Mike talk about universal proxy in 2026

Universal Proxy in 2026

Ann and Mike talk about the US government investment in Intel and some subsequent lawsuits, and a novel proxy solicitation at Voya Financial

Intel fiduciary duty, Voya no-confidence vote

Ann and Mike talk about the STOCK Act and Trump Media, and new disclosure rules for activist SPVs.

STOCK Act, Activist SPV Disclosures

Geldanlage

Management

Nachrichten

Wirtschaft

Wirtschaftsnachrichten

From activist investor and advisor Mike Levin and Colorado Law professor Ann Lipton, Shareholder Primacy is a podcast about activist investing, securities law, and all the ways the financial and legal worlds intersect and collide in real life.

Mailbag, Rule 14a-8 Edition

Shareholder Primacy

Weitere Episoden von „Shareholder Primacy“

Lauren Pringle, The Chancery Daily

Facebook dual-class shares; EMPD advance notice bylaw case

Retail voting programs

Appraisal rights; kinds of activists

Stavros Gadinis, University of California - Berkeley, “Corporate Ordering”

The new SEC proposal rules

Universal Proxy in 2026