2U 2021 annual meeting is June 3, noon Pacific Time. To attend, vote, and submit questions during the Annual Meeting visit here. You need your control number. I recommend voting in advance. To enhance long-term value. Vote AGAINST all directors, Pay, Auditor; FOR Elect All Directors Annually. (more…)
Biogen 2021 annual meeting is June 2, 6 AM Pacific Time. To attend, vote, and submit questions during the Annual Meeting visit here. You will need your 16-digit control number. I recommend voting in advance. Enhance long-term value. Vote AGAINST Auditor, Pay, all directors except Mantas. Vote For: Forum Selection, Reports on Lobbying, Gender Pay Gap. […]
BlackRock 2021 annual meeting is May 26, 5 AM Pacific Time. To attend, vote, and submit questions during the Annual Meeting, visit here with your control number. I recommend voting in advance. To enhance long-term value. Vote AGAINST Ford, Einhorn, Johnson, Mills, Nixon, Domit, Pay, Auditor. Vote FOR Convert to Public Benefit Corporation. (more…)
True Shareholder Democracy? Jeff Sommer at the New York Times thinks he’s glimpsed the future. (A Glimpse of a Future With True Shareholder Democracy) He is off the mark but focuses on a fundamental issue, John Coates’ The Problem of Twelve. Should twelve people control US public companies? True Shareholder Democracy? More important than INDEX’s […]
US SIF Forum 2021, like most conferences during the past year, will be virtual. I’ll be there, wearing my five-finger shoes, trying to report on your observations. Will we still recognize each other? No problem. Look for the tag #USSIF2021. Encrusted reified assumptions are crumbling. Beta-activism building back better will take creative thought and cooperative […]
Amazon 2021 annual meeting is May 26, 9 AM Pacific Time. To attend, vote, and submit questions during the Annual Meeting visit here. You will need the control number you got from ProxyVote or elsewhere. Amazon will limit questions to one per shareholder. Of course, I recommend voting in advance online by May 25. To […]
NextEra Energy 2021 annual meeting is May 20, 6 AM Pacific Time. To attend, vote, and submit questions during the Annual Meeting you will have to go to 20455 State Highway 249, Suite 200, Houston, Texas. The Company will provide a live audio webcast of the annual meeting from its website. Of course, I recommend […]
Thermo Fisher Scientific 2021 annual meeting is May 19, 10AM Pacific Time. To attend, vote, and submit questions during the Annual Meeting visit here. From there you will at least need the control number you got from ProxyVote or elsewhere. Of course, I recommend voting in advance. To enhance long-term value. Vote AGAINST Casper, Chai, […]
3D Systems 2021 annual meeting is May 18, 11 AM Pacific Time. To attend, vote, and submit questions during the Annual Meeting visit here. To participate, you will need the 16-digit control number provided on your proxy card or voting instruction form. Of course, I recommend voting in advance. To enhance long-term value. Vote AGAINST […]
Chipotle 2021 annual meeting is May 18, 8AM Pacific Time. To attend, vote, and submit questions during the Annual Meeting visit here. From there you will need the control number you got from ProxyVote or elsewhere. Of course, I recommend voting in advance. To enhance long-term value. Vote AGAINST Engles, Fili-Krushel, Flanzraich, Gutierrez, Namvar, Niccol, […]
Charles Schwab 2021 annual meeting is May 13, 11:30 AM Pacific Time. To attend, vote, and submit questions during the Annual Meeting visit here. You must register in advance to attend and vote at the meeting. What could go wrong? (sarcasm) Of course, I recommend voting in advance. To enhance long-term value. Vote AGAINST Bettinger, […]
United Parcel Service 2021 annual meeting is May 13, 5AM Pacific Time. To attend, vote, and submit questions during the Annual Meeting visit www.virtualshareholdermeeting.com/UPS2021. You will need your 16-digit control number found on your proxy card, voting instruction form, or the Notice of Internet Availability. Mine came by email. I recommend voting in advance. To […]
Tractor Supply 2021 annual meeting is May 6, 8AM Pacific Time. To attend, visit http://www.meetingcenter.io/215031089. The password for the meeting is TSCO2021. You must submit a legal proxy reflecting your Tractor Supply Company holdings along with your name and email address to Computershare. Requests for registration must be labeled as “Legal Proxy” and be received […]
S&P Global 2021 annual meeting is May 5, 8AM Pacific Time. To attend, vote, and submit questions during the Annual Meeting visit www.meetingcenter.io/283714745. You will need your control number. Of course, I recommend voting in advance. To enhance long-term value. Vote AGAINST , the Auditor, and Pay. Vote FOR . With my broker (TD Ameritrade), the […]
Stryker Corporation 2021 annual meeting is May 5, 2021, at 11AM Pacific Time. To attend, vote, and submit questions during the Annual Meeting visit www.virtualshareholdermeeting.com/SYK2021 and enter the 16-digit control number. With my broker (TD Ameritrade), the only place I can find that control number is in a “vote now!” email I received long ago. If you deleted […]
Bristol-Myers Squibb 2021 annual meeting is May 4, 2021, at 7:00 AM Pacific. To attend, vote, and submit questions during the Annual Meeting visit www.virtualshareholdermeeting.com/BMY2021 and enter your 16-digit control number. With my broker (TD Ameritrade), the only place I can find that control number is in a “vote now!” email I received long ago. If you […]
Edwards Lifescience 2021 annual meeting is May 4, 10 AM Pacific Time. To attend, vote, and submit questions during the Annual Meeting visit www.proxydocs.com/EW. They do not make it easy. I had to put in my control number, which was not in the TDAmeritrade library where I vote proxies. I had to find the control number […]
Kimberly-Clark 2021 annual meeting is April 29, 7AM Pacific Time. To attend, vote, and submit questions visit www.meetingcenter.io/277152589 (password: KMB2021). Vote in advance, especially since the meeting is hosted by a company other than Broadridge. You may not be able to vote at the meeting, as even the proxy acknowledges. To enhance long-term value. Vote AGAINST […]
Kellogg 2021 annual meeting is April 30, 10 Pacific Time. To attend, vote, and submit questions during the Annual Meeting visit www.virtualshareholdermeeting.com/K2021 and enter the 16-digit control number. I recommend voting in advance. To enhance long-term value. Vote AGAINST Zack Gund and Don Knauss, Pay, and Auditor. Vote FOR Reduce Supermajority Requirements and Shareholder Right to Call […]
VIA EMAIL: coatesjo@sec.gov John Coates, Acting Director Division of Corporation Finance U.S. Securities and Exchange Commission 100 F Street NE Washington, DC 20549 April 14, 2021 Re: Guidance Needed to Issuers on the Presentation of Shareholder Proposals Dear Director Coates: I am writing to urge the Division of Corporation Finance to issue guidance to issuers […]
Starbucks 2021 annual meeting is March 17, 10AM Pacific Time. To attend, vote, and submit questions during the Annual Meeting link and enter your control number. I recommend voting in advance. To enhance long-term value. Vote AGAINST Allison, Dillon, Nadella, Ramo, Shih, Teruel, Pay, Auditor. Vote FOR #4 Increase Diversity of Director Nominees / Employee Board Representation. (more…)
Disney 2021 annual meeting is March 9, 10 AM Pacific Time. To attend, vote, and submit questions during the Annual Meeting, visit virtualshareholdermeeting.com/DIS2021 and enter your control number. I recommend voting in advance. To enhance long-term value. Vote AGAINST Iger, Barra, Lagomasio, Parker, the Auditor, and Pay. Vote FOR Lobbying Disclosure and Increase Diversity of Director […]
What Does It Profit is a relatively new podcast series and more hosted by Dr. Dawn Carpenter. Of course, the name of her podcast derives from the Biblical reference (Mark 8:36): What does it profit a man to gain the whole world and lose his soul? Carpenter argues we can’t put our price tag on what […]
SHARE Summit 2021 was a virtual event this year. I missed the sidebar conversations so important at most conferences. Additionally, since I was home and had plenty of work to do, I attended fewer sessions than I would have in Vancouver. Still, even when virtual, this annual conference is among the best. I cannot think […]
Apple 2021 annual meeting is February 23, 9AM Pacific Time. To attend, vote, and submit questions during the Annual Meeting visit virtualshareholdermeeting.com/AAPL2021 and enter the 16-digit control number. Of course, I recommend voting in advance. To enhance long-term value. Vote AGAINST Gore, Levinson, Sugar, the Auditor, and Pay. Vote FOR Proxy Access Amendment and Improve Executive […]
Reform No-Action Process Reform no-action process. That was the call of a recent letter by the Shareholder Rights Group to John Coates in his new role as Acting Director of the SEC’s Division of Corporation Finance. The letter is posted below. Some formatting changes were made and I added links to put our request to reform […]
Halt Corporate Political Spending. That is the recommendation of the Interfaith Center on Corporate Responsibility (ICCR), a coalition of investors representing over $US 2 trillion in assets under management. ICCR released a statement to the CEO members of the Business Roundtable (BRT) urging them to refrain from political spending. Take a six-month break and assess inherent […]
Professor Gensler Congratulations. When confirmed to chair the SEC, you can take a major role in reconstructing our financial and economic systems. Below, I offer the unsolicited advice of a real “Main Street” investor. Central to a recovery that helps America address its many issues (institutional racism, inequality, climate change, anomie, etc.) is a system […]
Gary Gensler, a former financial regulator, and Goldman Sachs banker, now at MIT, is rumored Biden’s choice to head the SEC. As head of the Commodity Futures Trading Commission (CFTC), he helped uncover interest-rate rigging on Libor, which underpins $300T in loans. Banks had to cough up $9B in fines. He pushed for transparency around derivative trading and […]
Woodward 2021 annual meeting is January 27th, 8AM Mountain Standard Time. Shareholders need to register in advance (by 3PM MST on 1/25/21) to attend the virtual meeting. Register at the bottom of this page. You cannot cut and paste your 12 or 16 digit control number. You must enter it twice, along with some other […]
Virtual Shareholder Meetings 2021. The Report of the 2020 Multi-Stakeholder Working Group on Practices for Virtual Shareholder Meetings came out about a month ago. I (James McRitchie) was happy to participate in the group, which did a good job of considering diverse views. Kudos to Amy Borrus, Darla Stuckey, and Doug Chia. My major contribution ensured […]
Guidewire Software 2020 annual meeting is December 15th. To enhance long-term value. Vote AGAINST Andrew Brown, Michael Keller, Auditor, Pay, Stock Plan. Vote FOR Adopt Simple Majority Vote Standard. The virtual-only webcast will start at 1:30 p.m. Pacific Time. (more…)
WD-40 2020, where employee voice and empowerment is on the ballot. The WD-40 2020 annual meeting is Tuesday, December 8th. To enhance long-term value, vote AGAINST the auditor and FOR all other items, including #4. $WDFC (more…)
N-PX Data Tagging? Yes, that might be the most important rulemaking the SEC could undertake to move our economy in a positive direction. SEC Commissioner Allison Herron Lee gives voice to this small change that could have a dramatic impact on how America invests (about 7 minutes into the video below). Read the text. Structuring […]
Broadridge 2020 Annual Meeting of Stockholders will be held on Thursday, November 19, 2020, at 9:00 AM Eastern. Attend meeting online, vote your shares, and submit questions during the meeting by visiting www.virtualshareholdermeeting.com/BR20. You need the Control Number provided to you (usually by your broker or bank) to join the meeting. To enhance long-term value: […]