6/30/2026

The Radoff-Jumana Group Group Launches Proxy Fight at Genesco

Investing.com (06/30/26)

The Radoff-Jumana Group, which owns approximately 8.7% of Genesco Inc. (NYSE: GCO), announced today it is seeking to remove two directors from the company’s board and replace them with its own nominees, according to a press release statement. The group is urging shareholders to vote against directors Thurgood Marshall, Jr. and Joanna Barsh, who have served on the board for 13 and 14 years respectively. The group proposes replacing them with Westervelt T. Ballard, Jr., a former public company CEO, and Paula J. Poskon, an experienced public company director. The Radoff-Jumana Group, which includes Bradley L. Radoff, Jumana Capital Investments LLC and Christopher R. Martin, cited total shareholder returns of -53.4% during Marshall’s tenure since 2012 and -50.2% during Barsh’s tenure since 2013. The group noted that Genesco has faced three campaigns in eight years. The criticism comes despite Genesco’s recent strong performance, with the stock delivering a 74% return over the past year and trading at $34.80 with a market cap of $391 million. According to InvestingPro analysis, the stock appears undervalued based on its Fair Value assessment. The investors criticized the board’s recent hiring of a chief financial officer from America’s Car-Mart, Inc. (NASDAQ: CRMT), a microcap company whose share price declined 95.07% during the CFO’s tenure there. Marshall has purchased 3,600 shares of Genesco common stock on a single day in July 2012 and received nearly $2.5 million in compensation during his board service. Barsh has never purchased shares of Genesco common stock, according to the group’s review of Form 4 filings. Ballard previously served as President, CEO and board member of Stabilis Solutions, Inc. (NASDAQ: SLNG). Poskon has served on boards including Cedar Realty Trust, Inc. (NYSE: CDRpB and CDRpC) and Power REIT (NYSE: PW), and worked in equity research and investment banking at D.A. Davidson & Co., Robert W. Baird & Co., and Lehman Brothers. The group stated the board dismissed its attempts to avoid a proxy contest and did not meaningfully consider suggestions including board refreshment, separating the chair and CEO roles, and increasing share repurchases.

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6/30/2026

BP Deputy Chief to Leave Company in Latest Upheaval at Oil Major

Financial Times (06/30/26) Moore, Malcolm; Millard, Rachel

BP’s (NYSE: BP) deputy chief executive is retiring less than three months after she was promoted to the job, in the latest upheaval at the top of the oil and gas supermajor following the surprise firing of chair Albert Manifold in May. Carol Howle took on the position in April this year alongside her role leading the company’s trading division, but will now leave the FTSE 100 company in the third quarter, according to BP. She will be replaced as head of trading by Sam Skerry, BP’s head of mergers and acquisitions, who also previously ran oil trading in Europe. Howle, 54, has steadily climbed BP’s ranks since joining its commercial team in London in 2000, and is highly regarded by colleagues and shareholders, serving as interim chief executive between December 2025 and this April. BP said it had long been agreed that Howle's role as deputy chief executive would be temporary, and that she was not departing for another company, but plans to travel. BP did not publicly state Howle's appointment was temporary, however, when it announced her elevation in April as incoming chief executive Meg O'Neill took the helm. According to the announcement in April Howle was to oversee the company's “ongoing portfolio review and strategy development.” Howle’s departure is likely to raise questions about rapid changes in the senior ranks at BP after Manifold, 63, was ousted in May following what the company said were “serious concerns” over his behavior, which the FT has reported included allegations of bullying. Manifold has denied allegations about his conduct and accused critics of lying and hiding behind anonymity. O’Neill said in a statement on Tuesday that she thanked Howle for her” “outstanding commitment and contribution to BP.” “Carol led the company through a critical transitional phase as interim and then deputy CEO. With her departure I have chosen not to replace the deputy CEO role. We have significant actions under way to streamline the organizational model and we have a focused leadership team in place.” The company also announced that Kerry Dryburgh, executive vice-president of people and culture, would also be leaving, to be replaced by Sonya Adams, O’Neill’s current chief of staff. Manifold’s removal followed the departure of his predecessor Helge Lund in October last year, which followed the dismissal of chief executive Bernard Looney in September 2023 after he misled the board over past relationships with colleagues. Looney and Lund had put BP on course to cut its oil and gas output and push into renewables, but had to roll back the strategy to try and bolster its flagging share price, under pressure from investors including Elliott, the investor fund. Manifold and the board hired O'Neill to continue that focus on operational performance and shareholder returns. O'Neill announced in June a streamlined structure due to take effect from July, in which supply, trading and shipping — the division led until now by Howle — would continue to operate across two other main divisions. She made no mention of any change in role for Howle at the time. Earlier this month BP said William Lin, the company's head of its global gas and low-carbon energy business, would also depart in the third quarter. This month, it was reported that Howle sold nearly £2 million worth of BP stock in May.

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6/30/2026

Ed Garden Backs Fortune Brands’ New CEO

Crain's Chicago Business (06/30/26) Sun, Mengqi

The investor who pushed for management changes at Fortune Brands Innovations Inc. (NYSE: FBIN) is now lauding the appointment of its new chief executive officer. “It’s my view that the ultimate goal is to make Fortune Brands the best in class for capital allocation, operations and corporate governance,” Ed Garden, founding partner and chief executive officer of Garden Investments, said in an interview Monday. “Today’s an important step in that direction.” Garden’s blessing of incoming CEO Jesse Singh comes after his firm helped scuttle the appointment of incoming CEO Amit Banati in March. Garden had taken a stake in the maker of home and security products, objecting to its succession plans. Deerfield-based Fortune Brands struck a cooperation agreement with Garden, who joined the board in March while Banati stepped aside and the company rebooted its CEO search. Singh was previously CEO of outdoor products maker AZEK Co. from 2016 to 2025. “This is a business that has great attributes and now we are adding a world-class CEO,” Garden said, noting Singh’s experience in growing AZEK. Garden said his conversations with Fortune Brands’ board have been cooperative. He said he aims to help the company improve shareholder returns and to grow organically and through acquisitions. Fortune Brands announced a strategic review in May for its Fiberon decking business. Garden Investments remains one of the largest shareholders in Fortune Brands, with a stake of about 3.3%, according to data compiled by Bloomberg. Garden started Garden Investments in 2023 after departing Trian Fund Management, the investment firm he helped start alongside Nelson Peltz.

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6/30/2026

SilverCape Slashes PetMed Bid to $3, Blasts Board for ‘Stunning Destruction’ of Value

BigGo Finance (06/30/26)

A Singapore-based investor that owns roughly 12% of PetMed Express (NASDAQ: PETS) has gone public with a blistering attack on the online pet pharmacy’s board, accusing directors of presiding over a “stunning destruction” of shareholder value while slashing its buyout offer by a dollar a share. SilverCape Investments Limited released an open letter to PetMed’s board on Monday, laying out a revised all-cash proposal to acquire every outstanding share of common stock for $3.00—a roughly 70% premium over the stock’s $1.76 close on June 26. The new bid, which carries no financing contingency, replaces a $4.00-per-share offer the family office made in December. SilverCape Managing Director Peter Kennedy pinned the lower price squarely on the board, citing what he called a “material deterioration of the business” in the months since the original approach. The letter warns that PetMed is no longer viable as a public company and urges directors to negotiate or launch an independent sale process before remaining value evaporates. Kennedy’s letter paints a grim picture of PetMed’s financial trajectory. In the most recent fiscal year alone, the company’s cash hoard shrank from $54.7 million to $21.4 million, according to regulatory filings. Core prescription-medication revenue is contracting, repeat-customer sales are slipping, and the cost of acquiring new customers is climbing even as the number of new buyers drops. Gross margins, meanwhile, are under pressure while general, administrative, and remediation expenses have ballooned, pushing adjusted EBITDA and operating cash flow deeply into negative territory. The letter also highlights language in PetMed’s latest 10-K filing, submitted to the U.S. Securities and Exchange Commission (SEC) on June 2, in which the company itself cautioned that its “financial condition may currently and in the future raise substantial doubt as to our ability to continue as a going concern.” SilverCape contends that the board's refusal to engage meaningfully on the original $4.00 proposal—and what the investor describes as a perfunctory, non-marketed search for other buyers—has left stockholders in a precarious position. According to the letter, PetMed demanded a year-long standstill before any talks could begin; SilverCape offered six months but says the company rejected the compromise without any substantive discussion. Beyond the numbers, the investor is training its fire on the boardroom. The letter singles out Chair and Interim CEO Leslie C.G. Campbell, pointing to a revolving-door C-suite that has seen two CEOs and two CFOs exit in just two years. Campbell herself assumed the interim chief executive role and was awarded a $1.3 million annual base salary—a figure SilverCape calls outsized for a company whose market capitalization has sunk below $40 million. “The inevitable institutional chaos created by senior-level turnover on Ms. Campbell’s watch has left the Company without a credible strategic direction,” the letter states. SilverCape also argues that directors have almost no skin in the game. According to the most recent proxy statement, board members and executive officers collectively own just 2% of PetMed’s outstanding shares—a number that falls below 1% when excluding stock held by a former CEO. The investor further accuses the board of weaponizing its Stockholder Rights Plan, or poison pill, by repeatedly renewing it without seeking shareholder approval, and of accelerating the timing of the 2026 annual meeting to frustrate any effort to nominate alternative directors. The share-price collapse that SilverCape highlights is stark. PetMed traded at $32.30 in early July 2021. By June 26, 2026, the stock had cratered to $1.76—a decline of roughly 94.5%. SilverCape’s revised $3.00-per-share offer, while below its earlier bid, still represents a 70% premium to the most recent close. Kennedy argues the all-cash deal would “crystallize” the long-term value of PetMed’s assets and give long-suffering stockholders immediate liquidity in a stock that he describes as having anemic trading volume. “SilverCape’s Proposal is the only credible option in front of stockholders that can end the ongoing destruction of value and provide them with cash for their stock,” Kennedy said in the letter. SilverCape is calling on each board member to “carefully consider their duties to act as independent fiduciaries” and engage in good-faith negotiations. The investor says it would also welcome a structured, independent process to surface a superior third-party offer—but insists the board must move quickly. The open letter was distributed via Gagnier Communications LLC, a strategic communications firm. PetMed, headquartered in Delray Beach, Florida, has not yet publicly responded to the revised proposal. For PetMed stockholders who have watched the company’s value erode for years, the clock is ticking. And SilverCape’s message is blunt: engage now, or risk being left with nothing.

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6/29/2026

Jana Builds Bigger Stake in Fintech Alkami, Pushes for Sale

Bloomberg (06/29/26) Sun, Mengqi

Jana Partners has built a larger stake in Alkami Technology Inc. (NASDAQ: ALKT) and is urging the financial technology company to move forward with a sale, according to a person familiar with the matter. Jana has amassed an economic stake of more than 10% in Alkami and wants the company to engage with multiple interested parties, including strategic and financial buyers, said the person, who asked to not be identified because the details aren’t public. The investor is also pushing for a change in Alkami’s board leadership, the person said. Shares of Plano, Texas-based Alkami, which had fallen 44% over the past year, rose as much as 5% in New York trading Monday. The shares closed up 3.5% to $17 apiece, giving the company a market value of about $1.8 billion. Jana is cautioning Alkami’s board to have a grounded view of the company’s value in evaluating a potential sale, considering fears of artificial intelligence have led to a broad selloff in the software sector, the person said. Jana is expected to disclose its latest stake in Alkami in an updated 13D filing on Monday, the person added. A representative for Alkami didn’t immediately respond to a request for comment. A spokesperson for Jana declined to comment. Jana first disclosed its Alkami campaign at a conference in December. Jana Managing Partner Scott Ostfeld said at the time that Alkami is undervalued and should explore a sale. The following month, Bloomberg News reported the company was working with a financial adviser to gauge interest from potential suitors. In May, Jana said in a filing it had reduced its stake in Alkami to less than 5% — below a regulatory reporting threshold — to allow for “private discussions with the board regarding specific potential value maximizing opportunities.” Bloomberg News reported that month that Jana was pushing Alkami to reboot a sales process.

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6/29/2026

Proxy Advisers Notch Third Legal Win Staving Off Republican 'Anti-ESG' Rules

Reuters (06/29/26) Kerber, Ross; Scarcella, Mike

A federal judge late on Friday granted a preliminary injunction blocking an Indiana law requiring new disclosures from proxy advisers, marking a third legal victory for Institutional Shareholder Services (ISS) and Glass Lewis against restrictions backed by Republican lawmakers. The two firms recommend how investors can vote at corporate annual meetings. Republican politicians have long sympathized with business complaints about their views on areas like executive pay. Lately, they also say the firms unduly favored shareholder resolutions focused on environmental, social or governance topics like workforce diversity and climate change. But a trio of recent cases in which the proxy firms have gained the upper hand - in Indiana and in Kansas this month, and in Texas last year - suggests that these efforts still face slow going. The Indiana law set to take effect July 1 had required that when the firms recommended votes against company management they would have to provide a "written financial analysis" of their thinking or disclose no such analysis was conducted. Supporters said it was needed to keep advice focused on financial outcomes. In separate filings, the two firms asserted the law violates their rights including their right to free speech. On Friday, Matthew Brookman, U.S. District Judge for the Southern District of Indiana, among other things agreed with plaintiffs' arguments the law amounted to prohibited "viewpoint discrimination" because it imposes burdens only if the proxy firms disagree with management. In a statement, ISS praised Brookman's decision overturning a law it called "an unconstitutional exercise of power over the free market." The firm also cited similar federal rulings that blocked attempts to rein in proxy advisers in Kansas and Texas. "Over the past year, courts in Texas, Kansas, and Indiana have granted preliminary injunctions barring the states’ enforcement of similar laws pushed by outside advocacy groups. This most recent decision is further evidence that states cannot seek to impose onerous obligations on proxy advisors simply for making recommendations that do not align with company management," ISS said. A Glass Lewis spokesperson said via e-mail it welcomed the recent decisions. "These rulings safeguard core First Amendment principles by rejecting speaker and viewpoint discrimination and ensure we can continue to deliver the objective research that our clients have come to expect,” this person said. The Texas and Kansas suits remain pending in federal courts. ISS and Glass Lewis also sued to block enforcement of a similar rule in Kentucky. Separately ISS and Glass Lewis were sued by Florida over consumer protection and antitrust allegations, which both deny, and ISS has vowed to fight similar suits in four other states.

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6/27/2026

Shareholders in Japan Push Back Against Poor Earnings, Weak Governance

Nikkei Asia (06/27/26) Hosoda, Takuro; Shimizu, Ataru

Shareholders at listed Japanese companies raised pressure on managers over earnings and corporate governance failures, as the annual general meeting season peaked on Friday. More than 600, or about 30%, of all publicly traded companies with fiscal years ending in March held general shareholder meetings Friday. Honda Motor (TYO: 7267) President Toshihiro Mibe apologized after the automaker posted its first net loss as a publicly traded company, following a shift in its electric vehicle strategy. Shareholders called for more management accountability. Approval rates for director appointments were notably low at companies seen as having weak governance. At electronics maker Ricoh (TYO: 7752), CEO Akira Oyama received 55.69% approval. Kinya Seto, CEO of housing equipment maker Lixil (TYO: 5938), garnered 68.21% of votes in support. Approval below 80% is generally considered low. Return on equity at both companies has been stagnant in recent years. Companies hit by scandals also drew opposition to board nominations. At telecommunications group KDDI (TYO: 9433), where deceptive round-trip transactions came to light at a subsidiary, only 62.34% of shareholders voted in support of reappointing Chairman Makoto Takahashi. At Nissan Motor's (TYO: 7201) meeting, one candidate for outside director, Motoo Nagai, was rejected. Nagai appears to have elicited concerns at French automaker Renault (EPA: RNO) -- a major Nissan shareholder -- over his background at Mizuho Financial Group (Mizuho Financial Group), Nissan's primary bank. Japan's corporate governance reforms have helped reduce cross-shareholdings among companies, which makes it easier for other shareholders to hold management accountable. But reforms are still in progress, even more than a decade after the introduction of a governance code for public companies. Meanwhile, activist investors are gaining momentum. Last year, activist investments in Japanese stocks reached 13.2 trillion yen ($81.6 billion), climbing nearly 40% from the year before, consulting company IR Japan reports. A record of more than 50 companies received proposals from such shareholders for their June meetings. Some were approved, including one at Synchro Food (TYO: 3963), a company that operates a website for restaurant operators. Shareholder LIM Japan Event Master Fund succeeded with its candidate for an outside director role. Asset managers in Japan are tightening voting standards at target companies and raising the minimum for ROE to 8% from 5%. Listed Japanese companies have an average ROE of 9%-10%, far behind European peers, typically in the low teens, and American corporations, which are closer to 20%. "Cross-shareholding reductions and ROE improvements have become quite widespread," said Hidenori Yoshikawa, a senior consultant at Daiwa Institute of Research. "Governance aimed at enhancing growth, which is central to increasing corporate value, will become even more crucial than before."

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6/27/2026

Ocado Major Shareholders Mount Rearguard Action to Save CEO Tim Steiner

Financial Times (06/27/26) Gray, Alistair

A group of major Ocado (LON: OCDO) shareholders is mounting a rearguard action to convince the board to abandon its plan to oust chief executive Tim Steiner, as investor views diverge over the merits of retaining the co-founder of the grocery technology company. Multiple top 10 investors have in recent days written to Ocado’s board expressing their support for Steiner, according to people familiar with the matter. Earlier this week Ocado confirmed that its board was working on plans to find a successor to replace Steiner, who co-founded the business with two former Goldman Sachs (NYSE: GS) colleagues 26 years ago. The move to accelerate succession planning has been driven by the company’s chair Adam Warby and Tetra Pak billionaire Jörn Rausing, an Ocado board member and major shareholder, according to people close to the situation. Warby, a former software executive, took over as chair in November 2024. Rausing is a long-term shareholder with a 10.4% stake. Ocado had intended to announce Steiner’s exit in recent days but the opposition to the plans from some investors has caused the board to have further deliberations, some of the people said. Discussions are ongoing, with some people close to the talks saying that Steiner’s exit would always be difficult, no matter when it happened. In its statement to the stock market on Monday Ocado said the long-term succession planning had been done by the “CEO and the board.” But efforts to identify a candidate who could take over imminently had been driven by Warby and Rausing, according to people familiar with the matter. Steiner has been the driving force behind Ocado, developing a deep knowledge of the company’s technology. Under his leadership the company helped to pioneer online grocery shopping in the UK and licensed its technology to retailers around the world. But its share price has slumped by about 90% over the past six years as the pandemic-era online shopping boom unwound and international clients scaled back their agreements with Ocado. Steiner’s prominent role at Ocado has always been considered a “key man risk” from governance experts. If he is removed, shareholders have the option to call an extraordinary general meeting to hold a vote over reinstating Steiner and potentially removing Warby as chair. UK company law requires shareholders to hold 5% of voting capital to be able to demand such a meeting. “We back Tim,” one significant investor said. Julian Dunkerton, founder of fashion brand Superdry, successfully used this tool to take back control of the company when he became disillusioned with its strategic direction after departing in 2018. However, several Ocado shareholders told the FT their preference was for the situation to be resolved amicably, so that the company could avoid the distraction and drama of a public battle. One Ocado investor described the board’s plan for an abrupt removal of Steiner as an “act of self-harm” and said that the process should have been managed more carefully and in collaboration with the chief executive. If removed, Steiner could also take legal action against the company if he believes he has been unfairly dismissed. Investor confidence in Ocado has been shaken after its key client Kroger announced plans to close three Ocado-powered facilities due to disappointing financial performance. However, the company did recently announce a software licensing deal with UK supermarket chain Asda. Ocado is also now providing “store-based automation” as an alternative to its highly automated warehouses, as the slowdown in growth of online shopping has meant many retailers prefer to fulfill orders from their stores. Ocado declined to comment other than to highlight its previous statement that the “CEO and the Board continually engage in long-term succession planning.” Rausing could not be immediately reached for comment.

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