Author | Lightnews

Andrew R. Droste @droste.bsky.social · 15d

Proxy advisor ISS recommends Tesla shareholders oppose Elon Musk $1 trillion pay plan www.cnbc.com/2025/10/17/p...

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Andrew R. Droste @droste.bsky.social · 15d

ISS recs out for Tesla AGM in early NOV
#CorpGov #ExecPay #CEOpay

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Andrew R. Droste @droste.bsky.social · 16d

13.9% support for plastics shareholder proposal at P&G AGM
#CorpGov

Andrew R. Droste @droste.bsky.social · 29d

Regenerative agriculture shareholder proposal at General Mills garners an impressive 28% support

#CorpGov #RegenAg

Mr. CorpGov (@corpgov)

Regenerative agriculture shareholder proposal at General Mills garners an impressive 28% support #CorpGov #RegenAg

substack.com

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Andrew R. Droste @droste.bsky.social · Oct 2

FedEx $FDX AGM results

• low Say-on-Pay support (63%)

• Independent chair shareholder proposal receives 42.5% support

#CorpGov #ExecPay #CEOpay

Mr. CorpGov (@corpgov)

FedEx $FDX AGM results • low Say-on-Pay support (63%) • Independent chair shareholder proposal receives 42.5% support #CorpGov #ExecPay #CEOpay

substack.com

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Andrew R. Droste @droste.bsky.social · Oct 2

Vote-No Campaign at Tesla

#CorpGov #ExecPay #CEOpay

Vote-No Campaign at Tesla

NYC Comptroller, investor orgs, and various state officials urge Tesla investors to vote against directors and equity/comp plans at November meeting

open.substack.com

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Andrew R. Droste @droste.bsky.social · Sep 10

"The ultimate weakness of violence is that it is a descending spiral, begetting the very thing it seeks to destroy. Instead of diminishing evil, it multiplies it.
…
Darkness cannot drive out darkness; only light can do that. Hate cannot drive out hate; only love can do that."

Andrew R. Droste @droste.bsky.social · Sep 1

Corp Lov is suboptimal Corp Gov

Nestle dismisses CEO Freixe after romantic relationship with staffer

Nestle has abruptly dismissed its CEO Laurent Freixe for failing to disclose a romantic relationship with a subordinate, the Swiss food giant said on Monday, a dramatic removal a year after he took the reins.

www.reuters.com

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Andrew R. Droste @droste.bsky.social · Aug 23

The question is, does it matter/would this outcome have been any different with greater expertise/experience? Will write up a more comprehensive data set on Substack later this weekend - but, in the interim, take for eg QUALCOMM’s board experience in pub policy/GVT rel. to Intel (~82% vs 36% resp.)

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Andrew R. Droste @droste.bsky.social · Aug 23

I think what’s really interesting in this situation is the Board skills composition – and, remember, this is a self-disclosed qual data set.

The point: the GVT/pub policy skill/experience line item is lower as a % of the full composition of the board at Intel relative to certain strategic peers

Ann M. Lipton @annmlipton.bsky.social · Aug 23

The simplest answer is, Tan is not the board. The board makes the decision, and they're presumed to be independent of Tan.

Greg Horowitz @gregoryhorowitz.bsky.social · Aug 23

Question for my lawyer friends: how does Intel escape a shareholder derivative suit alleging that the board and CEO breached their fiduciary duty when, in Trump’s words, Tan “walked in wanting to keep his job, and [] ended up giving us $10 billion”?

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Andrew R. Droste @droste.bsky.social · Aug 15

Say-on-Pay also receives just 59% support

#CorpGov #ExecPay #CEOpay

Andrew R. Droste @droste.bsky.social · Aug 15

Special meeting shareholder proposal at Qorvo (QRVO) receives 44% support

#CorpGov

Mr. CorpGov (@corpgov)

Special meeting shareholder proposal at Qorvo (QRVO) receives 44% support #CorpGov

substack.com

Andrew R. Droste @droste.bsky.social · Aug 15

Special meeting shareholder proposal at Qorvo (QRVO) receives 44% support

#CorpGov

Mr. CorpGov (@corpgov)

Special meeting shareholder proposal at Qorvo (QRVO) receives 44% support #CorpGov

substack.com

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Andrew R. Droste @droste.bsky.social · Aug 3

Collective bargaining shareholder proposal does pretty well

#CorpGov #Employees

Mr. CorpGov (@corpgov)

Shareholder proposal success depends on target company analysis, folks

substack.com

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Andrew R. Droste @droste.bsky.social · Jul 16

HPE enters into Cooperation Agreement with Elliott. New director added, will chair newly formed Strategy Committee

#CorpGov

Mr. CorpGov (@corpgov)

HPE enters into Cooperation Agreement with Elliott. New director added, will chair newly formed Strategy Committee https://capedge.com/filing/1645590/0001645590-25-000081/HPE-8K #CorpGov

substack.com

Andrew R. Droste @droste.bsky.social · Jul 13

This app FINALLY has post notifications… let’s go!!

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Andrew R. Droste @droste.bsky.social · Jul 3

Low director support (59% support for Michael L. Speiser) and failed Say-on-Pay proposal (30%) at $SNOW Snowflake

#CorpGov #ExecPay #CEOpay

Mr. CorpGov on Substack

Low director support (59% support for Michael L. Speiser) and failed Say-on-Pay proposal (30%) at $SNOW Snowflake #CorpGov #ExecPay #CEOpay

substack.com

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Reposted by Andrew R. Droste

Emily Grubert @gruberte.bsky.social · Jul 2

I think it’s really important, when considering what we’re investing in for the future of decarbonization, to consider that techs depending on cooling water might simply be seasonally unviable under future climate conditions

Elizabeth Kolbert @elizkolbert.bsky.social · Jul 2

French nuclear power plant has to close during intense heat wave, because temperatures in the river that provides cooling water are too high.

EDF shuts down Golftech nuclear plant due to high river temperature

French utility EDF said it shut down the No. 1 reactor at the Golftech nuclear power plant in southwestern France late on Sunday, ahead of an anticipated rise in the temperature of the Garonne river that supplies the plant's cooling water.

www.reuters.com

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Andrew R. Droste @droste.bsky.social · Jul 3

Starboard takes an almost double-digit stake in TripAdvisor $TRIP

#CorpGov

Mr. CorpGov on Substack

Starboard takes an almost double-digit stake in TripAdvisor $TRIP #CorpGov

substack.com

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Reposted by Andrew R. Droste

Nancy Levine Stearns 🌎 @nancylevinestearns.bsky.social · Jun 27

Big thank you to @droste.bsky.social, aka 'Mr. Corp Gov' for his expert reporting throughout 2025 proxy season!

#DEI #Diversity #CorpGov

bsky.app/profile/dros...

Andrew R. Droste @droste.bsky.social · Jun 26

0.4% support for the anti-DE&Ireport on affirmative action risks” shareholder proposal at Mastercard $MA
#Diversity #DEI #CorpGov