Andrew R. Droste

Mr. CorpGov (@corpgov) Regenerative agriculture shareholder proposal at General Mills garners an impressive 28% support #CorpGov #RegenAg

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

#CorpGov #RegenAg

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

FedEx $FDX AGM results

• low Say-on-Pay support (63%)

• Independent chair shareholder proposal receives 42.5% support

#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

Vote-No Campaign at Tesla

#CorpGov #ExecPay #CEOpay

"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."

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.

Corp Lov is suboptimal Corp Gov

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.)

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

Say-on-Pay also receives just 59% support

#CorpGov #ExecPay #CEOpay

Mr. CorpGov (@corpgov) Special meeting shareholder proposal at Qorvo (QRVO) receives 44% support #CorpGov

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

#CorpGov

Mr. CorpGov (@corpgov) Shareholder proposal success depends on target company analysis, folks

Collective bargaining shareholder proposal does pretty well

#CorpGov #Employees

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

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

#CorpGov

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

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

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

#CorpGov #ExecPay #CEOpay

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

Mr. CorpGov on Substack Starboard takes an almost double-digit stake in TripAdvisor $TRIP #CorpGov

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

#CorpGov

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 Droste, Columbia Threadneedle Podcast Episode · Shareholder Primacy · 06/25/2025 · 38m

New Shareholder Primacy podcast. This week, @activistinvestor.bsky.social talks to @droste.bsky.social of Columbia Threadneedle. Here at Apple:

podcasts.apple.com/us/podcast/a...

Mr. CorpGov on Substack Failed Say-on-Pay proposal at Marathon Digital: 21.6% support #MARA #CorpGov #ExecPay #CEOpay

Failed Say-on-Pay proposal at Marathon Digital: 21.6% support

#MARA #CorpGov #ExecPay #CEOpay

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

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

Mr. CorpGov on Substack ~42% support for written consent shareholder proposal at Delta $DAL AGM #CorpGov

~42% support for written consent shareholder proposal at Delta $DAL AGM

#CorpGov

Mr. CorpGov on Substack @Jim McRitchie scores a victory at nCino $NCNO with his declassification shareholder proposal (73% support, board unopposed) #CorpGov

@corpgov-net.bsky.social scores a victory at nCino $NCNO with his declassification shareholder proposal (73% support, board unopposed)

#CorpGov

Mr. CorpGov on Substack A noteworthy 30.4% support for #Climate shareholder proposal at BJ's Wholesale Club $BJ AGM, as the median support level for environmental shareholder proposals in 2025 has been just 12% #CorpGov

More than double the median market support for a #Climate shareholder proposal at BJ's Wholesale Club $BJ AGM last week

#CorpGov

Mr. CorpGov on Substack Aflac $AFL hit with a cybersecurity breach: “…personal information, related to customers, beneficiaries, employees, agents, and other individuals in its U.S. business” #CyberSecurity #CorpGov

Aflac $AFL hit with a cybersecurity breach: “…personal information, related to customers, beneficiaries, employees, agents, and other individuals in its U.S. business”

#CyberSecurity #CorpGov

Mr. CorpGov on Substack Independent chair shareholder proposal receives 41.7% support at Fortinet $FTNT AGM; however, back out inside ownership and the proposal would have passed (~54%) #CorpGov

Independent chair shareholder proposal receives 41.7% support at Fortinet $FTNT AGM; however, back out inside ownership and the proposal would have passed (~54%)

#CorpGov

Mr. CorpGov on Substack Low director support at Lululemon Athletica $LULU AGM: Kathryn Henry: 76% Jon McNeill: 72.3% Back out founder Chip Wilson's shares and the support drops ~10 percentage points #CorpGov

Low director support at Lululemon Athletica $LULU AGM:

Kathryn Henry: 76%

Jon McNeill: 72.3%

Back out founder Chip Wilson's shares and the support drops ~10 percentage points

#CorpGov

Munich Re Leaves Net Zero Alliances, But Confirms Climate Goals Munich Re has exited major climate coalitions like NZAOA, NZAM, and CA100+, citing legal and regulatory pressures. Despite this, it maintains strong climate goals, including net-zero targets for inves...

Munich Re exits NZAOA, NZAM, and CA100+

Mr. CorpGov on Substack Anti-DE&I shareholder proposal receives 3% support at Caterpillar $CAT

Anti-DE&I shareholder proposal receives 3% support at Caterpillar $CAT
#DEI #Diversity #CorpGov

Mr. CorpGov on Substack Alphabet ($GOOG) AGM results out: 30.6% support for the equal voting rights shareholder proposal. Additionally, something atypical: a shareholder presented a shareholder proposal at the meeting (that ...

Alphabet ($GOOG) AGM results out:

• Equal voting rights shareholder proposal: 30.6% support

• Shareholder presented a proposal at the meeting (not on the ballot) regarding AI, which received 0.000002732586448 support
#CorpGov #AI

Mr. CorpGov on Substack Majority vote shareholder proposal at HubSpot $HUBS PASSES with close to 53% support #CorpGov

Majority vote shareholder proposal at HubSpot $HUBS PASSES with close to 53% support

#CorpGov