PROXY COUNTDOWN
By Free Float Media, Inc.
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Category: Investing
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Episodes: 76
Description
In the style of ESPN, The Proxy Countdown is an American pre-game show broadcast by Free Float as part of the company's coverage of the the executives and directors who control the corporate world. The show spotlights important CEO transitions, features contentious boardroom battles, and highlights shareholder votes at the alternative democracy of annual corporate shareholder meetings. Because unlike athletes, investors can get in the game.
| Episode | Date |
|---|---|
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Director vote gaps, plus manipulating pay at Costar and “social independence” at Veeva
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Jun 25, 2026 |
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Declassify Lululemon, plus anti-ESG losses and big dumb payouts
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Jun 19, 2026 |
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Board scenario models at Walmart, plus Amgen won’t move your piano
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May 29, 2026 |
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Business Roundtable Boards, plus Victoria’s Secret and vote roundups
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May 15, 2026 |
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Aflac’s Atlanta crew, plus vote avoidance at AIG and Ball Corp’s vote prediction
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May 01, 2026 |
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Blame at Wells Fargo’s AGM, plus Ingles governance joke, Cook out, Texas reject
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Apr 24, 2026 |
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Johnson & Johnson’s big swing. Plus, DOW’s new CEO, Snap layoffs, Meta man board
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Apr 16, 2026 |
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Adobe’s succession vote, plus Paramount’s whistleblower, BP’s new CEO, AI’s proxy tilt
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Apr 09, 2026 |
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Vote with data top list, plus equity awards, ballooning pay, and activists like dudes
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Apr 03, 2026 |
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Live from CII Spring Conference 2026: Bertram, sausage sandwiches, and Starbucks
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Mar 19, 2026 |
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Vanguard’s fossil fuel settlement, plus early bonus season and more companies down to 2F
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Feb 27, 2026 |
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Read the fine print! Plus, Meta mines for Trump friendlies, McRitchie is the only winner, and governance news
|
Feb 06, 2026 |
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Paramount’s dual class board is a warning sign for merger, plus CEO retention bonanza
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Jan 16, 2026 |
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2026 Predictions with Ann Lipton and Mike Levin of the Shareholder Primacy podcast
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Dec 17, 2025 |
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SEC pushes voting against directors, plus Novo Nordisk and executive shifts at Walmart
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Nov 21, 2025 |
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Zombies, krakens, mummies, and the monster mash of horrifying directors
|
Nov 07, 2025 |
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Surveys: directors want you to vote them out, plus a vote out at John Wiley and female replacement theory
|
Oct 10, 2025 |
|
Proxy Season Bets, plus Oracle’s 4x CEOs and the rise of Executive Vice Chairs
|
Sep 26, 2025 |
|
Tesla proxy breakdown, plus director adds and U-Haul’s "do you like us, check yes or no”
|
Sep 12, 2025 |
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2025 Proxy Season Review: Unelected directors, non profit interlocks, illogical voting, and SHP kabuki theater
|
Jul 10, 2025 |
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Adding directors right after the AGM, plus Hoag stays, pay for bottom quartile, and attendance bites again
|
Jul 03, 2025 |
|
Founder boards, plus Zaslav’s payday, and the death of shareholder proposals
|
Jun 20, 2025 |
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Director attendance, plus Jay Hoag’s big vote and activist dissonance at Penn, Victoria’s Secret
|
Jun 12, 2025 |
|
CEO succession risk, plus Mangless vs. Zevra lessons, and UnitedHealth’s investor confidence
|
Jun 05, 2025 |
|
Netflix and independence, plus Deckers Outdoors, Ball CFO, and shareholder vote disconnects
|
May 30, 2025 |
|
WSJ’s Top 250 directors, plus Exxon’s vote, Elliott’s win, and Tesla’s new director
|
May 22, 2025 |
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Verizon and audit committee problems, plus Kohl’s, Chevedden premium, and Phillips 66
|
May 15, 2025 |
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Blackrock’s board conflict, plus 97 votes and fun perks for retirements
|
May 09, 2025 |
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Anointed director at American Express, plus why caving to Robby Starbuck is bad for business at Harley Davidson
|
Apr 25, 2025 |
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Corporate democracy with Sarah Haan
|
Apr 10, 2025 |
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Director “party line” voting, plus nom committee failures and Disney investors are asleep
|
Mar 28, 2025 |
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ISS flips on Disney, plus CEO pay tweaks, Starbucks results, and low CEO pay ratios
|
Mar 14, 2025 |
|
Non-profit board interlocks are a widespread, plus Kroger’s CEO fired, and Indivior’s overhauled activist board
|
Mar 07, 2025 |
|
Tariff board survivors, plus Boeing’s board loss and results at Apple and Deere
|
Feb 28, 2025 |
|
Copy/paste anti-ESG proposals at Apple and Deere, plus guest Mike Levin on activism in 2025
|
Feb 20, 2025 |
|
Director votes on “merit”, relocation cost to median employee ratios, and long-tenured lead directors
|
Feb 13, 2025 |
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Tyson Foods merits votes against, T-Mobile’s new COO’s family gets perks, anti-DEI proposal fails
|
Jan 31, 2025 |
|
Scott’s Miracle Gro, Becton Dickinson, Visa, Jacob’s Solutions, Walgreens
|
Jan 23, 2025 |
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Think like an activist: Korea Tobacco & Ginseng with Sunghyun Lee at Flashlight Capital
|
Nov 08, 2024 |
|
Forget zombie directors, worry about vampires, mummies, and Frankensteins
|
Oct 31, 2024 |
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How much should a director get paid? Lam Research, plus WiseTech’s board capture and Southwest’s board shakeup
|
Oct 25, 2024 |
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Is Parker Hannifin the most parochial board ever? Also, Pfizer’s activist “defense” and Champions Oncology’s superstar
|
Oct 17, 2024 |
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How should we evaluate board skills quiz, plus Pfizer and Air Products activists, and Zoom’s happy CFO
|
Oct 11, 2024 |
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The Big Vote at P&G, plus Commerzbank’s glass cliff, Elliott vs. Southwest, Masimo’s loss, and ConAgra’s oops
|
Sep 30, 2024 |
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The Big Vote at FedEx (the Fred Smith show), plus 23andMe is now just me, and shakeups at Nike
|
Sep 20, 2024 |
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The Big Vote at Darden, plus Starboard shakes Southwest, Norfolk Southern’s CEO problem, and a board draft
|
Sep 13, 2024 |
|
The Big Vote at General Mills, plus Starbucks poaches a burrito and Intel is pre-activist concerned
|
Sep 05, 2024 |
|
Proxy Season Preview: Board knowledge and skill votes, plus board appointment fails, fake CEOs, and activist updates
|
Aug 08, 2024 |
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2023-24 PROXY AWARDS, including best performing director, best proxy match, and board you want a beer with
|
Aug 01, 2024 |
|
Top and bottom director performance, plus Southwest’s proxy fight and director perks
|
Jul 18, 2024 |
|
The Big Vote at Snowflake, plus Tyson gets replaced, a zombie at Veeva, and declassifying wins
|
Jun 27, 2024 |
|
The Big Vote at Delta Airlines, plus Musk’s vote “leak”, and Eli Lily and Alphabet’s CFO trade
|
Jun 13, 2024 |
|
The Big Vote at Target, plus Musk’s blackmail, investors not named Mark, and director trade-ups
|
Jun 06, 2024 |
|
The BIG Vote at Tesla, plus investors keep forgetting who sets pay and Crown Castle’s proxy win
|
May 30, 2024 |
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The Big Vote at Meta, or how to deal with dictators, plus updates from Exxon and Tesla
|
May 22, 2024 |
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The Big Vote at Chevron, Exxon, and Shell, plus a big AGM roundup
|
May 16, 2024 |
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How to use data for the height of proxy season, plus Paramount and Norfolk updates
|
May 02, 2024 |
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The Big Vote at Norfolk Southern, plus Exxon’s shareholder fight and Keurig’s CEO ping pong
|
Apr 25, 2024 |
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The Big Vote at Abbott Laboratories, plus Tesla’s shareholder litmus test and the Free Float bump at Disney
|
Apr 18, 2024 |
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The Big Vote at Airbus, plus Peltz loses and Calhoun walks from Caterpillar
|
Apr 04, 2024 |
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The Big Vote at Carnival, plus why a “shakeup” at Disney doesn’t mean Peltz
|
Mar 29, 2024 |
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The Big Vote at McCormick, plus Disney vs. ISS and Glass Lewis, and say goodbye to a longtime underperforming director
|
Mar 21, 2024 |
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The BIG vote at DISNEY, plus boomerang at Under Armour, “board observer” at LKQ, and Sonos’ vote against CEO
|
Mar 14, 2024 |
|
The Big Vote at Analog Devices, plus Trian’s Disney white paper and JB Hunt’s unorthodox new board roles
|
Mar 07, 2024 |
|
The Big Vote at Hologic against the legacy of Icahn, plus Norfolk Southern’s gaslight
|
Feb 29, 2024 |
|
The Big Vote at Qualcomm, plus Zuckerberg’s new board toys, and the social media proxy wars at Disney
|
Feb 22, 2024 |
|
The Big Vote at Starbucks, plus female CEO hiring “spree” at Fortune 500, and results at Emerson and Tyson
|
Feb 15, 2024 |
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The Big Vote at Deere & Company, plus Arjuna vs. Exxon, duck proxy advice, and Nixon-era directors at O’Reilly Automotive
|
Feb 08, 2024 |
|
The Big Vote at Siemens, plus Julie Robertson’s hire/firing and the Strive of Europe goes after BP
|
Feb 01, 2024 |
|
The Big Vote at Apple, plus The Rock fills a chair, Starbucks’ empty chair, and vote results at Visa and Costco
|
Jan 26, 2024 |
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The Big Vote at Tyson Foods, plus the end of a Facebook era, BP’s boring CEO pick, and Trian strategy vs. Disney strategy
|
Jan 18, 2024 |
|
The Big Vote at Becton Dickinson, plus Starbucks board growth on the trade wire and investor policy votes at RingCentral
|
Jan 11, 2024 |
|
The Big Vote at Walgreens. Plus, more Disney board drama, CFOs pushed out, and vote roundups
|
Jan 04, 2024 |
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The Big Vote at Costco, plus bald men run Nikola, Petlz trolls Disney with board pick, lazy shareholders, and golden "hello again!" award season
|
Dec 21, 2023 |
|
Netflix flips pay, ISS and GL confuse at Palo Alto, Microsoft AGM results, and The Big Vote at Visa
|
Dec 14, 2023 |
|
Disney, AIG, Arista board moves, proxy cage matches at Starbucks, Disney, Wendy's, and Autozone's game time vote picks
|
Dec 07, 2023 |