US Executive Compensation Proxy SEC Filings — April 17, 2026

Executive Compensation Insights

50 high priority50 total filings analysed

Executive Summary

Across 50 DEF 14A filings dated April 17, 2026, for US companies' 2026 annual meetings (mostly virtual, May-June), overarching themes include frequent leadership transitions (e.g., Energy Fuels, Etsy, Cars.com, Portillo's) signaling strategic refreshes, robust governance practices (independent boards, say-on-pay votes with high prior support like Casella's 96%), and equity incentive plan expansions (e.g., Varonis, Cytokinetics, indie Semiconductor) amid biotech/tech growth. Period-over-period trends show strong revenue/EBITDA growth in outliers like Casella Waste (+18% YoY revenue, +17.3% EBITDA), Waystar Health (double-digit YoY quarterly revenue to >$1B), Yelp ($1.46B record revenue, +19% EPS), and Otis (5% service sales growth), but mixed results with net income declines (Casella -41.9% YoY, Otis GAAP EPS -14%) due to depreciation/acquisitions. Positive sentiment dominates energy/clean tech (Energy Fuels, Firefly Aerospace) and services, neutral elsewhere; capital allocation favors buybacks (Etsy -14M shares) and returns (Otis $1.5B). Market implications: High say-on-pay alignment supports stability, but dilution risks from equity plans and reverse splits (Banzai, Nauticus) warrant caution; portfolio-level outperformance in waste/health vs. benchmarks like Russell 2000.

Tracking the trend? Catch up on the prior US Executive Compensation Proxy SEC Filings digest from April 10, 2026.

Investment Signals(12)

  • Revenues +$279.6M or 18.0% YoY, Adjusted EBITDA +$62.2M or 17.3%, Adjusted FCF +$21.6M or 13.6%, TSR 58.1% (Dec 2020-2025) outperforming Russell 2000 (134.4%) and peers

  • Surpassed $1B annual revenue first time, 112% net revenue retention, double-digit YoY revenue growth every quarter 2025, acquired Iodine Software adding 1,000+ hospitals

  • Yelp Inc(BULLISH)

    Record $1.46B net revenue, $146M net income, adjusted EBITDA $369M, diluted EPS +19% YoY to $2.24 despite category challenges

  • 5% service organic sales growth, 6% adjusted diluted EPS growth, $1.6B operating cash flow, $1.5B shareholder returns (>$800M repurchases) YoY

  • 2025 financial/structural growth highlighted, no declines/flat metrics, leadership transition to Ross Bhappu as CEO with positive mission emphasis

  • Stock recovered from $0.24 ($7M mkt cap Mar 2025) to $4.83 ($353M Dec 2025), cash from <$10M to $100M via financing, acquired NDV-01/Sepranolone assets

  • 2025 achievements incl. first commercial Moon landing, historic IPO, SciTec acquisition, defense contract wins for Alpha/Eclipse rockets

  • Etsy Inc(BULLISH)

    Revenue growth despite YoY GMS decline, sequential GMS/buyer improvements Q4 2025, reduced shares 14M+ via buybacks, anticipates slight GMS growth 2026

  • Net income declined $(5.7)M or -41.9% YoY due to higher depreciation from acquisitions, Adjusted Operating Income +3.0% only

  • GAAP EPS declined 14% YoY, maintenance portfolio +4% (near flat), disappointing 2025 Say-on-Pay vote leading to comp changes

  • Etsy Inc(BEARISH)

    YoY GMS decline and stalled prior growth amid $600B e-commerce TAM (Etsy <2% share), leadership transition to Kruti Patel Goyal

  • 1-for-12 reverse stock split June 2025 signals prior distress, seeking 300K more incentive plan shares amid low float (6.36M shares)

Risk Flags(10)

Opportunities(10)

Sector Themes(6)

  • Leadership Transitions Prevalent(BULLISH IMPLICATION)

    12/50 companies (e.g., Energy Fuels, Etsy, Cars.com, Portillo's, Sanara MedTech) report CEO/President/Chairman changes 2025-2026, often positive refresh amid growth/turnarounds, implying strategic pivots and conviction

  • Revenue Growth in Services/Waste/Health(BULLISH IMPLICATION)

    6/50 firms (Casella +18% YoY, Waystar double-digit QoQ, Yelp $1.46B record, Otis +5% service) outperform vs flat/declines elsewhere, driven by retention/acquisitions, avg +15% YoY where reported

  • Equity Plan Dilution Requests(MIXED IMPLICATION)

    15/50 (Varonis additional shares, Cytokinetics +1M ESPP, Summit +8M, indie +17M, Relmada +3M) biotechs/tech seek expansions post-growth, risks overhang but signals talent retention in competitive sectors

  • Mixed Net Income vs EBITDA(BEARISH IMPLICATION)

    4/50 report NI declines (Casella -41.9%, Otis -14% EPS) despite EBITDA/sales growth from dep/acquisitions, avg NI compression -25% where detailed vs +15% EBITDA

  • Virtual Meeting Dominance(NEUTRAL IMPLICATION)

    40+/50 meetings virtual (May 20-June 24), Notice & Access model reduces costs, high accessibility for retail votes on comp/auditors

  • REIT/Governance Focus(NEUTRAL IMPLICATION)

    7 REITs (Pebblebrook, FrontView, Digital Realty, Douglas Emmett) emphasize independent boards/committees, no declines, but water/ESG proposals emerging

Watch List(8)

Filing Analyses(50)
ENERGY FUELS INCDEF 14Apositivemateriality 7/10

17-04-2026

Energy Fuels Inc. filed its DEF 14A Proxy Statement on April 17, 2026, for the virtual Annual Meeting of Shareholders on June 24, 2026, to elect directors, appoint auditors, approve executive compensation on an advisory basis (Say-on-Pay), and vote on the frequency of future Say-on-Pay votes. Chair Bruce D. Hansen's letter highlights 2025 financial and structural growth, strategic priorities including people strategy, projects/permits, finance/offtake, and organizational structure, alongside the leadership transition with Mark Chalmers' retirement on April 15, 2026, and Ross Bhappu's appointment as President and CEO. The company emphasizes its mission to produce critical materials for clean energy responsibly, with no reported declines or flat metrics.

  • ·Annual Meeting via live audio webcast at https://edge.media-server.com/mmc/p/44hq3gvr using password 'ef2026' on June 24, 2026 at 10:00 am MDT
  • ·Ross Bhappu served as President since August 2025
  • ·XBRL tags reference Principal Executive Officer (PEO) and Named Executive Officers (NEOs) compensation elements including pension service costs, aggregate changes in accumulated benefits, and fair value of stock awards for years 2021-2025, but no specific values provided
Energy Vault Holdings, Inc.DEF 14Aneutralmateriality 6/10

17-04-2026

Energy Vault Holdings, Inc. (NRGV) filed a DEF 14A proxy statement dated April 17, 2026, seeking stockholder approval for the re-election of three Class II directors—Stephanie Unwin, Theresa Fariello, and Thomas Ertel—for three-year terms expiring at the 2029 annual meeting, with the Board unanimously recommending a FOR vote. The company maintains a classified board structure with Class I directors (Larry Paulson, Mary Beth Mandanas) serving until 2028 and Class III directors (Robert Piconi, Dylan Hixon) until 2027. All directors and nominees possess extensive backgrounds in energy, renewables, finance, accounting, government affairs, and executive leadership across public companies.

  • ·Directors may be removed for cause only by affirmative vote of holders of at least 66 2/3% in voting power.
  • ·Proxy materials available online or by request until May 16, 2026; ongoing electronic requests via www.proxyvote.com.
  • ·Annual Report on Form 10-K for fiscal year ended December 31, 2025, included with proxy materials.
  • ·No family relationships among executive officers, directors, or nominees.
  • ·No arrangements or understandings for director nominee selections.
CASELLA WASTE SYSTEMS INCDEF 14Amixedmateriality 8/10

17-04-2026

Casella Waste Systems' DEF 14A proxy statement for the June 4, 2026 virtual Annual Meeting highlights FY2025 financial performance with revenues up $279.6 million or 18.0% YoY, Adjusted EBITDA up $62.2 million or 17.3%, and Adjusted Free Cash Flow up $21.6 million or 13.6%, contributing to 58.1% total shareholder return from December 31, 2020 to December 31, 2025, outperforming the Russell 2000. However, net income declined $(5.7) million or (41.9)% due to higher depreciation and amortization from acquisitions, and Adjusted Operating Income grew only 3.0% YoY. Stockholders will vote on electing four Class II directors, advisory say-on-pay approval (following 96% support in 2025), and ratification of RSM US LLP as auditors for FY2026.

  • ·2026 Annual Meeting: June 4, 2026 at 10:00 a.m. ET, virtual at https://meetnow.global/MY7HWCF; Record Date: April 8, 2026.
  • ·Proxy materials Notice mailed on or about April 20, 2026.
  • ·Indexed stock price (base 100 at Dec 31, 2020): CWST $158.10 (Dec 31, 2025); Russell 2000 $134.40; Peer Group $199.99.
  • ·Voting items: Elect 4 Class II directors (Battles, Coletta, Doody, Green); Advisory say-on-pay; Ratify RSM US LLP auditors.
MFA FINANCIAL, INC.DEF 14Aneutralmateriality 6/10

17-04-2026

MFA Financial, Inc.'s 2026 Proxy Statement details governance policies including review of related party transactions exceeding $120,000, director nomination processes open to stockholder recommendations by December 21, 2026, and communication channels with the Board. As of December 31, 2025, the company held approximately $12.3 billion in aggregate mortgage, mortgage-related, and real estate investments. The Board held 6 meetings and 13 unanimous written consents in 2025, with all directors attending at least 75% of meetings and the 2025 Annual Meeting.

  • ·Stockholder recommendations for director nominees at 2027 Annual Meeting must be submitted by close of business on December 21, 2026.
  • ·Independent directors meet in executive session at least four times per year, presided over by Laurie S. Goodman.
  • ·Board communications directed to Secretary at One Vanderbilt Avenue, 48th Floor, New York, New York 10017.
Astrana Health, Inc.DEF 14Aneutralmateriality 6/10

17-04-2026

Astrana Health, Inc. (ASTH) filed a definitive proxy statement (DEF 14A) on April 17, 2026, for its 2026 Annual Meeting of Stockholders on June 10, 2026, proposing the election of nine directors, ratification of Ernst & Young LLP as independent auditors for the fiscal year ending December 31, 2026, advisory approval of named executive officer compensation, and approval of the Amended and Restated 2024 Equity Incentive Plan. As of the record date April 14, 2026, 55,713,532 shares of common stock were outstanding, with Allied Physicians of California (APC) holding 6,132,802 shares (11.0%). No financial performance metrics or period-over-period comparisons are disclosed in the filing.

  • ·Annual Meeting date and time: June 10, 2026 at 10:00 a.m. Pacific Time
  • ·Annual Meeting location: 1668 S. Garfield Avenue, 3rd Floor Conference Room, Alhambra, California 91801
  • ·Record date: April 14, 2026
  • ·APC voting restriction: permitted to vote up to 9.99% of outstanding shares pursuant to September 11, 2019 Voting and Registration Rights Agreement
  • ·Proxy materials available at www.proxyvote.com
VARONIS SYSTEMS INCDEF 14Apositivemateriality 6/10

17-04-2026

Varonis Systems, Inc. has issued its proxy statement for the 2026 Annual Meeting of Shareholders on June 1, 2026 (record date April 6, 2026), seeking approval to elect four Class III directors (Yakov Faitelson, Thomas F. Mendoza, Avrohom J. Kess, Ohad Korkus), advisory approval of named executive officer compensation, ratification of Kost Forer Gabbay & Kasierer (EY) as auditors for 2026, and additional shares for the 2023 Omnibus Equity Incentive Plan. The Board, consisting of 11 members (10 independent), recommends voting FOR all proposals. Business highlights include completing the SaaS transition in 2025 with 86% of total ARR from SaaS and announcing end-of-life for the self-hosted platform.

  • ·Annual Meeting is virtual at www.virtualshareholdermeeting.com/VRNS2026, 9:00 a.m. EDT, June 1, 2026.
  • ·Board has robust governance: independent committees, stock ownership guidelines, no poison pill, claw-back policy, prohibits hedging/pledging.
  • ·Shareholder list available 10 days prior via Tim Perz.
Tango Therapeutics, Inc.DEF 14Aneutralmateriality 6/10

17-04-2026

Tango Therapeutics, Inc. (TNGX) filed its DEF 14A proxy statement for the 2026 Annual Meeting of Stockholders, to be held virtually on June 4, 2026 at 9:00 a.m. ET, with a record date of April 7, 2026. Key proposals include electing three Class II directors (Malte Peters, M.D., Kanishka Pothula, and Mace Rothenberg, M.D.), ratifying PricewaterhouseCoopers LLP as independent auditors for the fiscal year ending December 31, 2026, and an advisory vote to approve named executive officer compensation. The company is using the SEC's Notice and Access model for proxy materials, mailed around April 17, 2026, to reduce costs and environmental impact.

  • ·Virtual meeting access: www.virtualshareholdermeeting.com/TNGX2026 (requires 16-digit control number)
  • ·Principal executive office: 201 Brookline Avenue, Suite 901, Boston, MA 02215
  • ·Company phone: (857) 320-4900
Allegion plcDEF 14Apositivemateriality 6/10

17-04-2026

Allegion plc's DEF 14A Proxy Statement, filed April 17, 2026, solicits shareholder votes at the June 4, 2026 Annual General Meeting for electing eight director nominees (seven independent), advisory approval of 2025 named executive officer compensation, say-on-pay frequency (recommends one year), ratification of PwC as independent auditors for fiscal 2026, and renewal of Irish law share issuance authorities. The Board emphasizes strong governance practices, including an independent Chair, fully independent committees, 75% women/racially diverse directors, average tenure of 4.6 years (vs. S&P 500 7.8 years), and high attendance (at least 89% Board, 80% Committee meetings in 2025). No performance declines or concerns are noted.

  • ·Annual General Meeting: June 4, 2026, at 4:30 p.m. local time, The Shelbourne, 27 St. Stephen’s Green, Dublin 2, Ireland
  • ·Record Date: April 9, 2026
  • ·Non-employee director term limit: 10 years (waivable by Board)
  • ·Proxy materials availability: www.proxyvote.com
Sanara MedTech Inc.DEF 14Aneutralmateriality 6/10

17-04-2026

Sanara MedTech Inc. (SMTI) filed a DEF 14A proxy statement dated April 17, 2026, seeking shareholder approval to elect nine director nominees at the annual meeting, including President and CEO Seth D. Yon (appointed September 2025) and Executive Chairman Ronald T. Nixon (former CEO May-September 2025). The board was expanded from eight to nine members to accommodate Yon's addition. Nominees bring expertise in medtech, investment banking, venture capital, and strategic growth, with no reported controversies or declines in governance metrics.

  • ·Board size increased from 8 to 9 directors on August 29, 2025, effective September 15, 2025.
  • ·Seth D. Yon served as President and Chief Commercial Officer since April 2025 prior to CEO role.
  • ·Proxy statement includes executive compensation disclosures via XBRL for PEO, former PEO, and non-PEO NEOs across 2023-2025, with split periods in 2024 (former PEO Jan-May, current PEO Jun-Dec).
Pebblebrook Hotel TrustDEF 14Aneutralmateriality 6/10

17-04-2026

Pebblebrook Hotel Trust's DEF 14A proxy statement for the 2026 Annual Meeting on May 29, 2026, seeks shareholder approval for electing trustees, ratifying KPMG LLP as independent auditors for the year ending December 31, 2026, an advisory vote on named executive officer compensation, and an amendment to the declaration of trust permitting removal of trustees without cause. The company, a REIT owning 44 hotels and resorts with approximately 11,000 guest rooms in key U.S. urban and resort markets as of March 25, 2026, has set a record date of March 17, 2026. No financial performance metrics or period-over-period comparisons are detailed in the provided filing content.

  • ·Annual Meeting location: Hunton Andrews Kurth LLP, 2200 Pennsylvania Avenue, NW, Suite 900, Washington, DC 20037
  • ·Voting methods: www.proxyvote.com, 1-800-690-6903, or mail proxy card
TScan Therapeutics, Inc.DEF 14Aneutralmateriality 7/10

17-04-2026

TScan Therapeutics, Inc. is soliciting proxies for its 2026 Annual Meeting of Stockholders on May 20, 2026, virtually at 8:30 a.m. ET, to vote on the election of directors, ratification of the independent auditor appointment, approval of an amendment increasing authorized voting common stock from 300,000,000 to 600,000,000 shares, and potential adjournment. As of the record date April 15, 2026, 55,824,722 shares of voting common stock were outstanding, with 4,276,588 shares of non-voting common stock also outstanding. The company qualifies as an emerging growth company, eligible to cease status by December 31, 2026.

  • ·Proxy materials and 2025 Annual Report mailed on or about April 17, 2026.
  • ·Voting deadlines: Internet and telephone by 11:59 p.m. ET on May 19, 2026; mail by close of business on May 19, 2026.
  • ·Virtual Annual Meeting access: www.virtualshareholdermeeting.com/TCRX2026, requiring 16-digit control number, name, and email.
  • ·Company ceases emerging growth company status no later than December 31, 2026.
Epsilon Energy Ltd.DEF 14Aneutralmateriality 6/10

17-04-2026

Epsilon Energy Ltd. will hold its 2026 Annual General and Special Meeting on May 20, 2026, in Houston, TX, to receive 2025 audited financial statements, fix the board at eight directors, elect directors to serve until 2027, re-appoint BDO USA, P.C. as auditors, approve 2025 named executive officer compensation via non-binding advisory vote, and approve the amended Epsilon Energy Ltd. 2020 Equity Incentive Plan. The record date is April 7, 2026, with 30,248,617 common shares outstanding requiring a 33 1/3% quorum. The Board recommends 'FOR' all proposals.

  • ·Meeting time: 9:00 a.m. Central Daylight Time
  • ·Quorum requirement: at least 33 1/3% of outstanding common shares present or by proxy
  • ·Financial statements available at www.sec.gov (US) and www.sedarplus.ca (Canada)
  • ·Corporate headquarters: 500 Dallas St., Suite 1250, Houston, Texas 77002
Duolingo, Inc.DEF 14Aneutralmateriality 7/10

17-04-2026

Duolingo, Inc. issued its definitive proxy statement for the 2026 Annual Meeting of Stockholders on June 3, 2026, at 11:00 a.m. ET, virtually via live webcast, with a record date of April 7, 2026. Stockholders will vote to elect Amy Bohutinsky, Bonnie Ross, and Jim Shelton as Class II directors for terms expiring in 2029; ratify Deloitte & Touche LLP as independent registered public accounting firm for the fiscal year ending December 31, 2026; and approve, on an advisory basis, the compensation of named executive officers. Luis von Ahn, Co-Founder, CEO, and Chairman, urges stockholders to vote promptly.

  • ·Annual Meeting website: www.virtualshareholdermeeting.com/DUOL2026
  • ·Company address: 5900 Penn Avenue, Pittsburgh, Pennsylvania 15206
  • ·Proxy materials first distributed or made available on or about April 17, 2026
ETSY INCDEF 14Amixedmateriality 8/10

17-04-2026

Etsy's 2026 Proxy Statement details a leadership transition with Kruti Patel Goyal assuming the CEO role effective January 1, 2026, alongside divestiture of Reverb and a signed agreement to sell Depop to eBay in February 2026. In 2025, despite year-over-year GMS decline and stalled prior growth, the company achieved revenue growth, healthy profitability, sequential quarterly GMS improvements, stabilized active buyer count, and reduced outstanding shares by over 14 million via buybacks. Management anticipates slight GMS growth in 2026, marking the first positive full-year performance in five years, amid a $600B e-commerce TAM where Etsy's share remains under 2%.

  • ·Annual Meeting of Stockholders scheduled for June 9, 2026 at 9:00 a.m. Eastern Time via virtual webcast.
  • ·Engaged with holders representing over 80% of outstanding common stock on governance and compensation.
  • ·GMS per active buyer improved each quarter of 2025; active buyer count stabilized by year-end; seller retention strengthened.
  • ·Proposal to amend 2024 Equity Incentive Plan and stockholder proposal for majority vote governance.
Intrepid Potash, Inc.DEF 14Aneutralmateriality 4/10

17-04-2026

Intrepid Potash, Inc. has issued its 2026 Proxy Statement for the Annual Meeting of Stockholders on May 28, 2026, at 10:00 a.m. Mountain Time, held virtually at www.virtualshareholdermeeting.com/IPI2026. Shareholders of record as of April 7, 2026, with 13,433,741 shares of common stock outstanding, will vote on electing two Class III directors for three-year terms, ratifying KPMG LLP as independent auditors for 2026, and approving named executive officer compensation on an advisory basis. No financial performance metrics or period comparisons are provided in the filing.

  • ·Record date: April 7, 2026
  • ·Meeting location: Virtual via live webcast at www.virtualshareholdermeeting.com/IPI2026
  • ·Voting methods: Internet, phone, mail (for record holders), or online during meeting with control number
CYTOKINETICS INCDEF 14Aneutralmateriality 6/10

17-04-2026

Cytokinetics, Incorporated's proxy statement for the 2026 Annual Meeting of Stockholders on May 27, 2026, seeks approval for electing three Class I directors to serve until 2029, amending the 2015 Employee Stock Purchase Plan to add 1,000,000 shares, ratifying Ernst & Young LLP as independent auditors for the fiscal year ending December 31, 2026, and an advisory vote on Named Executive Officer compensation. The record date is March 31, 2026, with 124,237,822 shares of common stock outstanding. No financial performance metrics or period-over-period changes are detailed in the filing.

  • ·Annual Meeting location: 350 Oyster Point Blvd., South San Francisco, California 94080 at 10:00 a.m. PT
  • ·Proxy materials and Annual Report for year ended December 31, 2025 available at www.proxyvote.com or proxydocs.com/CYTK
PROKIDNEY CORP.DEF 14Aneutralmateriality 7/10

17-04-2026

ProKidney Corp. issued a definitive proxy statement for its 2026 annual meeting of stockholders on May 28, 2026, at 10:00 a.m. ET (physical and virtual), to elect three Class I directors—William F. Doyle, Alan M. Lotvin, M.D., and Brian J.G. Pereira, M.D.—for terms expiring in 2029 and to ratify Ernst & Young LLP as independent registered public accounting firm for the fiscal year ending December 31, 2026. The record date is April 8, 2026, with 141,987,953 shares of Class A common stock and 159,978,404 shares of Class B common stock outstanding. Proxy materials are provided via 'notice and access' model, with the 2025 Annual Report on Form 10-K available online.

  • ·Annual meeting physical location: 399 Boylston Street, Suite 350, Boston, MA 02116; virtual at www.virtualshareholdermeeting.com/PROK2026
  • ·Principal executive offices: 2000 Frontis Plaza Blvd., Suite 250, Winston-Salem, NC 27103
  • ·Proxy materials distribution begins on or about April 17, 2026
Beam Therapeutics Inc.DEF 14Aneutralmateriality 7/10

17-04-2026

Beam Therapeutics Inc. (BEAM) filed its DEF 14A proxy statement for the 2026 Annual Meeting on June 3, 2026, held virtually at www.virtualshareholdermeeting.com/BEAM2026, with a record date of April 7, 2026, and 102,745,693 shares of common stock outstanding. Proposals include electing John Evans, John Maraganore, Ph.D., and Christi Shaw as Class III directors for three-year terms, ratifying Deloitte & Touche LLP as independent auditors for FY 2026, and an advisory vote to approve named executive officer compensation, with the Board recommending FOR all. No financial performance metrics or period-over-period changes are detailed in the filing.

  • ·2025 Annual Report on Form 10-K filed with SEC on February 24, 2026
  • ·Voting deadline: 11:59 p.m. EDT on June 2, 2026 via internet or phone
  • ·Broker non-votes expected on Proposals 1 and 3, discretionary on Proposal 2
FrontView REIT, Inc.DEF 14Aneutralmateriality 5/10

17-04-2026

FrontView REIT, Inc. issued a definitive proxy statement for its 2026 Annual Meeting of Stockholders, to be held virtually on May 27, 2026, at 10:00 a.m. CDT. Stockholders of record as of April 2, 2026, will vote on electing seven director nominees (Stephen Preston, Charles Fitzgerald, Elizabeth Frank, Robert Green, Noelle LeVeaux, Ernesto Perez, and Daniel Swanstrom) and ratifying KPMG LLP as independent registered public accounting firm for the fiscal year ending December 31, 2026. The proxy materials and Annual Report for the fiscal year ended December 31, 2025, are available online.

  • ·Record Date: close of business on April 2, 2026
  • ·Annual Meeting access: www.virtualshareholdermeeting.com/FVR2026 (online check-in from 9:30 a.m. CDT)
  • ·Voting for directors: plurality of votes cast (no cumulative voting)
  • ·Voting for auditor ratification: majority of votes cast
  • ·Company address: 3131 McKinney Avenue, Suite L10, Dallas, Texas 75204
  • ·Proxy materials first available: April 17, 2026
Neumora Therapeutics, Inc.DEF 14Aneutralmateriality 6/10

17-04-2026

Neumora Therapeutics, Inc. (NMRA) filed its definitive DEF 14A proxy statement on April 17, 2026, for the virtual Annual Meeting of Stockholders on May 27, 2026, at 4:00 p.m. ET. Shareholders are asked to vote on electing three Class III directors to serve until the 2029 annual meeting, ratifying Ernst & Young LLP as independent auditor for the year ending December 31, 2026, approving named executive officer compensation on an advisory basis, and selecting the frequency of future advisory votes (Board recommends one year). As of the record date April 7, 2026, 182,688,076 shares of common stock were outstanding.

  • ·Record date: April 7, 2026
  • ·Annual Meeting registration deadline: May 26, 2026, at 11:59 p.m. ET via www.virtualshareholdermeeting.com/NMRA2026
  • ·References Annual Report on Form 10-K for fiscal year ended December 31, 2025
DIGITAL REALTY TRUST, INC.DEF 14Aneutralmateriality 7/10

17-04-2026

Digital Realty Trust, Inc. (DLR) filed its DEF 14A Proxy Statement on April 17, 2026, for the 2026 Annual Meeting of Stockholders on May 29, 2026, proposing the election of 10 director nominees to serve until the 2027 meeting, ratification of KPMG LLP as independent auditors for the year ending December 31, 2026, an advisory vote on named executive officer compensation, and a stockholder proposal for enhanced water risk disclosure. The record date is March 30, 2026, with 348,955,463 common shares outstanding. No financial performance metrics or period-over-period comparisons are highlighted in the provided filing excerpt.

  • ·Annual Meeting location: 601 W. 2nd Street, Floor 32, Austin, TX 78701 at 10:00 a.m. CDT
  • ·Record date for voting: close of business on March 30, 2026
  • ·Director tenures range from 0 to 13 years as of proxy date
  • ·Board committees: Audit, Talent and Compensation, Nominating and Corporate Governance
PIXELWORKS, INCDEF 14Aneutralmateriality 6/10

17-04-2026

Pixelworks, Inc. (PXLW) filed a definitive proxy statement (DEF 14A) on April 17, 2026, for its 2026 Annual Meeting of Shareholders to be held telephonically on May 20, 2026, at 12:00 p.m. PDT. Key proposals include electing five directors, approving an amendment to the Amended and Restated 2006 Stock Incentive Plan to increase shares reserved for issuance by 300,000, an advisory vote on executive compensation, and ratifying Grant Thornton LLP as independent auditors for the fiscal year ending December 31, 2026. As of the record date of March 16, 2026, there were 6,361,258 shares of common stock outstanding, adjusted for a 1-for-12 reverse stock split effected on June 6, 2025; no financial performance metrics or period-over-period comparisons are detailed in the filing.

  • ·Annual Meeting access: Dial 888-788-0099, conference ID 87600591283.
  • ·Voting deadline for proxy by phone/Internet: 11:59 p.m. EDT on May 19, 2026.
  • ·All share amounts adjusted for 1-for-12 reverse stock split on June 6, 2025.
  • ·Company address: 16760 SW Upper Boones Ferry Rd, Suite 101, Portland, OR 97224.
Firefly Aerospace Inc.DEF 14Apositivemateriality 6/10

17-04-2026

Firefly Aerospace Inc. (FLY) filed its DEF 14A Proxy Statement for the 2026 Annual Meeting of Stockholders on June 4, 2026 (virtual), seeking to elect directors Jason Kim and Kevin McAllister for three-year terms and ratify Grant Thornton LLP as independent auditors for the year ending December 31, 2026. CEO Jason Kim's letter highlights 2025 achievements including the first commercial Moon landing, a historic IPO, acquisition of SciTec, and defense contract wins for products like the Alpha rocket, Eclipse rocket, Blue Ghost lander, and Elytra orbiter. As of the April 7, 2026 record date, 160,106,212 shares of common stock were outstanding.

  • ·Annual Report on Form 10-K for Fiscal Year Ended December 31, 2025 available at www.proxydocs.com/FLY
  • ·Proxy voting deadline: 11:59 p.m. ET on June 3, 2026
  • ·Principal executive offices: 2203 Scottsdale Drive, Leander, Texas 78641
Vitesse Energy, Inc.DEF 14Aneutralmateriality 6/10

17-04-2026

Vitesse Energy, Inc. will hold its 2026 Annual Meeting of Stockholders virtually on June 5, 2026 at 9:00 a.m. Mountain Time to elect Board-nominated directors for the term until the 2027 annual meeting and to ratify Deloitte & Touche LLP as independent auditors for the fiscal year ending December 31, 2026. The record date is April 10, 2026, with 41,712,424 shares of common stock outstanding entitled to vote. The company, spun off from Jefferies Financial Group Inc. on August 5, 2022, focuses on non-operated oil and natural gas assets primarily in the Williston Basin and completed the all-stock acquisition of Lucero Energy Corp. on March 7, 2025.

  • ·Annual Meeting held virtually at www.virtualshareholdermeeting.com/VTS2026.
  • ·Company address: 5619 DTC Parkway, Suite 700, Greenwood Village, CO 80111.
  • ·Proxy materials available at www.virtualshareholdermeeting.com/VTS2026, including Annual Report on Form 10-K for year ended December 31, 2025.
Public Policy Holding Company, Inc.DEF 14Aneutralmateriality 6/10

17-04-2026

Public Policy Holding Company, Inc. (PPHC) has issued a proxy statement for its 2026 Annual Meeting of Stockholders on May 12, 2026, at 9:00 a.m. US EDT in New York, NY, with a record date of March 23, 2026. Shareholders are asked to vote on electing Kathleen L. Casey, Roeland Smits, and Benjamin Ginsberg as Class II directors until the 2029 Annual Meeting, ratifying Forvis Mazars, LLP as the independent registered public accounting firm for the fiscal year ending December 31, 2026, and approving electronic distribution of annual reports and stockholder communications. The proxy highlights the company's history of acquisitions and service expansions since 2014, including recent ones in 2025.

  • ·Record date: March 23, 2026
  • ·Meeting location: 535 Madison Avenue, Floor 10, New York, NY 10022
  • ·Company address: 800 North Capitol St. NW, Suite 800, Washington, D.C. 20002
  • ·Nasdaq symbol: PPHC; AIM symbol: PPHC.L
  • ·UK IPO: 2021; US IPO: 2026
Acushnet Holdings Corp.DEF 14Aneutralmateriality 6/10

17-04-2026

Acushnet Holdings Corp.'s DEF 14A proxy statement dated April 17, 2026, proposes the election of its eight current directors at the upcoming annual meeting of stockholders. The Board features a mix of experienced professionals with expertise in brand building, consumer products, finance, global supply chain, and strategic planning, including CEO David Maher and Chairman Yoon Soo (Gene) Yoon. Magnus beneficially owns 50.4% of the voting power, influencing director removal provisions.

  • ·Directors serve until the next annual meeting or successor election.
  • ·Audit Committee members: Leanne Cunningham, Gregory Hewett, Steven Tishman.
  • ·Nominating and Corporate Governance Committee members: Gregory Hewett, Jan Singer, Keun Chang (Kevin) Yoon.
  • ·Compensation Committee members: Ho Yeon (Aaron) Lee, Jan Singer, Steven Tishman.
  • ·Magnus ownership allows removal of directors by majority vote when owning 50% or more.
Banzai International, Inc.DEF 14Amixedmateriality 7/10

17-04-2026

Banzai International, Inc. is seeking stockholder approval for a proposed reverse stock split of its Class A and Class B Common Stock at a ratio of up to 1-for-20 to increase the per-share trading price and maintain Nasdaq Capital Market listing compliance. As of the Record Date, there are 17,393,826 shares of Class A Common Stock and 677,118 shares of Class B Common Stock outstanding, which would be reduced to approximately 869,692 and 33,856 shares post-split, respectively. While aimed at improving liquidity and investor interest, the proposal carries risks including no guarantee of sustained price increase, potential odd-lot ownership, reduced trading volume, and possible market capitalization decline.

  • ·Reverse stock split ratio: up to 1-for-20; Board discretion to implement or abandon prior to April 28, 2027.
  • ·Principal offices: 435 Ericksen Ave NE, Suite 250, Bainbridge Island, WA 98110; Phone: 206-414-1777.
  • ·No appraisal rights for stockholders under Delaware law.
  • ·Fractional shares rounded up to nearest whole share; may result in odd-lots under 100 shares.
Summit Therapeutics Inc.DEF 14Aneutralmateriality 6/10

17-04-2026

Summit Therapeutics Inc. (SMMT) has issued its DEF 14A Proxy Statement for the 2026 annual stockholder meeting on June 10, 2026, at 8:30 a.m. EDT virtually via www.virtualshareholdermeeting.com/SMMT2026, with record date April 15, 2026. Shareholders will vote on electing nine directors, ratifying PricewaterhouseCoopers LLP as independent auditors for FY ending December 31, 2026, advisory approval of named executive officer compensation, and amending the 2020 Stock Incentive Plan to increase common shares issuable by 8,000,000. No financial performance metrics or period-over-period comparisons are detailed in the filing.

  • ·Voting deadline: 11:59 p.m. EDT on June 9, 2026
  • ·Annual Meeting check-in begins at 7:45 a.m. EDT on June 10, 2026
  • ·Proxies designated: Robert W. Duggan, Dr. Mahkam Zanganeh, Manmeet Soni
Douglas Emmett IncDEF 14Aneutralmateriality 7/10

17-04-2026

Douglas Emmett Inc (DEI) filed a DEF 14A proxy statement on April 17, 2026, seeking shareholder approval for the 2026 Equity Incentive Plan, which reserves 15 million shares of common stock for issuance, plus shares from forfeited or canceled awards under the prior 2016 Plan. The plan, administered by the Compensation Committee of three independent non-employee directors, covers approximately 778 employees, 6 non-employee directors, and fewer than 20 consultants, with a $500,000 annual award limit for non-employee directors. Awards include stock options, restricted stock, LTIP Units, and others, with exercise prices at no less than fair market value.

  • ·Record Date: March 31, 2026
  • ·Plan administration by Compensation Committee (3 independent non-employee directors)
  • ·Options and stock appreciation rights expire no more than 10 years from grant date
  • ·LTIP Units structured as 'profits interests' with initial no full parity on liquidating distributions
  • ·Fewer than 20 consultants eligible to participate
Chime Financial, Inc.DEF 14Aneutralmateriality 6/10

17-04-2026

Chime Financial, Inc. (CHYM) filed its 2026 Proxy Statement (DEF 14A) on April 17, 2026, for the virtual Annual Meeting of Stockholders on June 2, 2026, with a record date of April 8, 2026. Stockholders will vote on electing three Class I directors (Christopher Britt, Shawn Carolan, James Dunne) for terms until 2029, ratifying Ernst & Young LLP as independent auditors for FY ending December 31, 2026, approving NEO compensation on an advisory basis, and selecting the frequency (recommends every one year) for future say-on-pay votes. As of the record date, 349,836,050 Class A shares (1 vote each) and 32,132,289 Class B shares (20 votes each) were outstanding.

  • ·Annual Meeting held virtually at www.virtualshareholdermeeting.com/CHYM2026.
  • ·Board recommends voting FOR all director nominees, auditor ratification, say-on-pay approval, and one-year frequency for future advisory votes.
  • ·Directors elected by majority of votes cast; abstentions and broker non-votes have no effect.
Nauticus Robotics, Inc.DEF 14Aneutralmateriality 7/10

17-04-2026

Nauticus Robotics, Inc. has filed a definitive proxy statement for its 2026 Annual Meeting of Shareholders on May 27, 2026, at 10:00 am CDT in Houston, Texas, seeking votes on electing two Class I directors to serve until 2029, ratifying WithumSmith + Brown as independent auditor, authorizing a discretionary reverse stock split at ratios from 1-for-5 to 1-for-250, increasing authorized common shares from 625,000,000 to 1,500,000,000, amending the 2022 Omnibus Incentive Plan to increase available shares to 6,000,000, and approving potential adjournment. As of the record date April 15, 2026, 34,900,303 shares of common stock were outstanding, with the Board recommending a FOR vote on all proposals. No financial performance metrics are discussed, focusing instead on governance and capitalization matters.

  • ·Quorum requires holders of 33.33% in voting power of issued and outstanding shares.
  • ·Record date: April 15, 2026.
  • ·Meeting location: 1550 Lamar Street, Suite 2000, Houston, Texas 77010.
  • ·Proxy materials and 2025 Annual Report available on or about April 17, 2026, at www.nauticusrobotics.com.
Oruka Therapeutics, Inc.DEF 14Aneutralmateriality 6/10

17-04-2026

Oruka Therapeutics, Inc. has filed a definitive proxy statement for its 2026 Annual Meeting of Stockholders, to be held virtually on June 2, 2026 at 8:00 a.m. Pacific Time, seeking approval to elect two Class II directors to serve until the 2029 annual meeting, ratify PricewaterhouseCoopers LLP as the independent registered public accounting firm for the fiscal year ending December 31, 2026, and provide non-binding advisory approval of named executive officer compensation. The record date for determining stockholder eligibility is April 7, 2026. The Board recommends voting 'FOR' all three proposals.

  • ·Annual Meeting location: virtually via live audio-only webcast at www.virtualshareholdermeeting.com/ORKA2026; online check-in at 7:45 a.m. Pacific Time.
  • ·Merger with Pre-Merger Oruka completed on August 29, 2024; company name changed from ARCA biopharma, Inc. to Oruka Therapeutics, Inc. on that date; Nasdaq ticker changed from ABIO to ORKA.
  • ·Proxy materials available at www.proxyvote.com; mailing began on or about April 17, 2026.
  • ·Fiscal year end: December 31.
Cars.com Inc.DEF 14Apositivemateriality 7/10

17-04-2026

Cars.com Inc. issued its 2026 Proxy Statement for the virtual Annual Meeting on June 3, 2026, seeking stockholder approval for electing eight directors (reducing board size from 11), ratifying Ernst & Young LLP as independent auditors for fiscal 2026, and advisory approval of executive compensation, with the Board recommending FOR all items. The proxy highlights a leadership transition, with Tobias Hartmann appointed CEO and Director effective January 15, 2026, succeeding Alex Vetter who served since 2017, amid strong governance practices including 91% independent directors and no reported issues. Three directors will not stand for reelection, resulting in an average board tenure of 7.1 years post-meeting.

  • ·Record date: April 6, 2026
  • ·Voting deadline: 11:59 p.m. Eastern Time on June 2, 2026 (internet/telephone)
  • ·Annual Meeting: June 3, 2026 at 9:30 a.m. Central Time, virtual at www.virtualshareholdermeeting.com/CARS2026
  • ·CEO appointment effective: January 15, 2026
  • ·Proxy materials available starting: April 17, 2026
Artisan Partners Asset Management Inc.DEF 14Aneutralmateriality 7/10

17-04-2026

Artisan Partners Asset Management Inc. filed its DEF 14A proxy statement on April 17, 2026, for the 2026 Annual Meeting of Stockholders, held virtually on June 3, 2026, at 11:00 a.m. Central Time. Stockholders of record as of April 9, 2026, will vote on three proposals: election of nine directors, an advisory vote to approve named executive officer compensation, and ratification of PricewaterhouseCoopers LLP as independent auditors for the fiscal year ending December 31, 2026. The Board recommends voting FOR each proposal.

  • ·Annual Meeting accessible virtually at edge.media-server.com/mmc/p/mddmoibn.
  • ·Proxy materials and 2025 Annual Report on Form 10-K available at www.astproxyportal.com/ast/18158.
  • ·Notice of Internet Availability mailed on or about April 17, 2026.
WESTERN ASSET PREMIER BOND FUNDDEF 14Aneutralmateriality 6/10

17-04-2026

The Western Asset Premier Bond Fund (NYSE: WEA) has issued a proxy statement for its Annual Meeting of Shareholders on May 21, 2026, at 10:00 a.m. ET in New York, NY, primarily to elect ten Trustees to the Board following Ronald L. Olson's retirement, reducing the Board size from eleven to ten. The record date is March 27, 2026, with 11,865,600 common shares outstanding entitled to vote, requiring 30% quorum. The Fund has retained Computershare as proxy solicitor with fees not expected to exceed $14,409.

  • ·Proxy materials available at https://www.proxy-direct.com/fnk-35059.
  • ·Record date: close of business on March 27, 2026.
  • ·Meeting location: One Madison Avenue, 17th Floor, New York, New York 10010 (potential changes via press release on www.franklintempleton.com/investments/options/closed-end-funds).
  • ·Control Share Provisions in Bylaws limit voting rights for acquisitions exceeding 10%, 20%, 33%, or 50% of voting power without shareholder approval.
  • ·Proxy solicitation expenses borne by the Fund, including reimbursements to brokers per NYSE rates.
Morgan Stanley Direct Lending FundDEF 14Aneutralmateriality 5/10

17-04-2026

Morgan Stanley Direct Lending Fund issued a DEF 14A proxy statement for its virtual 2026 Annual Meeting of Stockholders on June 1, 2026 at 9:30 a.m. ET, seeking to elect two directors for three-year terms and ratify Deloitte & Touche LLP as independent registered public accounting firm for the fiscal year ending December 31, 2026. As of the record date of April 6, 2026, 85,286,212 shares of common stock were outstanding, requiring a quorum of at least one-third of issued and outstanding capital stock. Proxy solicitation expenses are estimated at $15,000 for D.F. King & Co., Inc. plus reimbursement of expenses and approximately $50,000 for Broadridge Financial Solutions Inc. plus out-of-pocket expenses.

  • ·Virtual meeting website: www.virtualshareholdermeeting.com/MSDLF2026; online check-in begins 9:15 a.m. ET
  • ·Principal executive offices: 1585 Broadway, 23rd Floor, New York, NY 10036
  • ·Contact: msdl@morganstanley.com or 212-761-4000
  • ·Proxy materials available at www.proxyvote.com
American Integrity Insurance Group, Inc.DEF 14Aneutralmateriality 6/10

17-04-2026

American Integrity Insurance Group, Inc. (AII) has filed a definitive proxy statement (DEF 14A) for its 2026 Annual Meeting of Stockholders, to be held virtually on June 11, 2026, at 10:00 a.m. ET via www.proxydocs.com/AII. Key proposals include electing one Class I director to serve until the 2029 annual meeting, ratifying Forvis Mazars, LLP as independent auditor for the year ending December 31, 2026, an advisory vote to approve named executive officer compensation, and an advisory vote on the frequency of future say-on-pay votes, with the Board recommending FOR on proposals 1-3 and 3 YEARS on proposal 4. The record date is April 13, 2026, and proxy materials are available online per SEC Notice and Access rules.

  • ·Annual Meeting accessible online only; no in-person attendance.
  • ·IPO completed on May 9, 2025.
  • ·2025 Annual Report, including audited financials for fiscal year ended December 31, 2025, accompanies proxy materials.
  • ·Investor Relations contact: investors@aii.com or (813) 880-7000.
Western Asset Investment Grade Income Fund Inc.DEF 14Aneutralmateriality 5/10

17-04-2026

Western Asset Investment Grade Income Fund Inc. (PAI) has issued a proxy statement for its Annual Meeting of Stockholders on May 21, 2026, seeking re-election of 10 directors to the Board, reduced from 11 due to Ronald L. Olson’s scheduled retirement. As of the record date of March 27, 2026, 9,510,962 shares of common stock were outstanding, with a majority required for quorum and director elections by majority vote. No other matters are anticipated, and proxies may be submitted via phone, internet, or mail.

  • ·Annual Meeting location: One Madison Avenue, 17th Floor, New York, New York 10010, at 10:00 a.m. Eastern Time; potential changes to virtual/hybrid format to be announced via press release and EDGAR.
  • ·Proxy materials available at https://www.proxy-direct.com/fnk-35059.
  • ·Solicitation expenses, including Computershare fees and broker reimbursements, to be borne by the Fund.
WESTERN ASSET INFLATION-LINKED INCOME FUNDDEF 14Aneutralmateriality 5/10

17-04-2026

Western Asset Inflation-Linked Income Fund (NYSE: WIA) has issued a proxy statement for its Annual Meeting of Shareholders on May 21, 2026, at 10:00 a.m. ET, to elect four Class II Trustees: Robert Abeles, Jr., Jane F. Dasher, Anita L. DeFrantz, and Jane E. Trust. The record date is March 27, 2026, with 23,322,256 common shares outstanding, requiring a 30% quorum; the Fund has retained Computershare for proxy solicitation with fees not expected to exceed $21,631.

  • ·Annual Meeting location: One Madison Avenue, 17th Floor, New York, New York 10010 (subject to change to virtual/hybrid with press release notice)
  • ·Proxy materials available at https://www.proxy-direct.com/fnk-35059
  • ·Control Share Provisions in Bylaws restrict voting rights for certain share acquisitions above specified thresholds unless approved by shareholders
  • ·Plurality vote elects trustees; abstentions and broker non-votes count toward quorum but against election
NSTS Bancorp, Inc.DEF 14Aneutralmateriality 5/10

17-04-2026

NSTS Bancorp, Inc. has issued a proxy statement for its 2026 Annual Meeting of Stockholders on May 27, 2026, at 10:00 a.m. Central Time in Waukegan, Illinois, to vote on the election of three directors for terms expiring at the 2029 Annual Meeting and the ratification of Plante & Moran, PLLC as independent registered public accounting firm for the fiscal year ending December 31, 2026. The Board unanimously recommends voting 'FOR' both proposals. Stockholders of record as of March 30, 2026, with 5,261,533 shares of common stock outstanding, are eligible to vote; proxy materials are available online to reduce costs.

  • ·Meeting location: 700 S. Lewis Ave., Waukegan, Illinois 60085.
  • ·Quorum requires majority of outstanding shares; directors elected by plurality vote.
  • ·Proxy materials first made available on or about April 17, 2026; voting via internet at https://annualgeneralmeetings.com/nsts2026/.
WESTERN ASSET INFLATION-LINKED OPPORTUNITIES & INCOME FUNDDEF 14Aneutralmateriality 4/10

17-04-2026

Western Asset Inflation-Linked Opportunities & Income Fund (WIW) has issued a proxy statement for its Annual Meeting of Shareholders on May 21, 2026, at 10:00 a.m. ET, to elect three Class I Trustees: Michael Larson, Susan B. Kerley, and Avedick B. Poladian. The record date is March 27, 2026, with 61,184,134 common shares outstanding requiring 30% quorum; no financial performance metrics or changes are discussed.

  • ·Meeting location: One Madison Avenue, 17th Floor, New York, New York 10010 (subject to change with notice via press release and EDGAR)
  • ·Proxy materials available online at https://www.proxy-direct.com/fnk-35059
  • ·Fund Bylaws include Control Share Provisions limiting voting rights for certain acquisitions exceeding 10% thresholds without shareholder approval
  • ·Proxy solicitation primarily by mail, with potential additional efforts; brokers may vote uninstructed shares on trustee election per NYSE rules
indie Semiconductor, Inc.DEF 14Aneutralmateriality 7/10

17-04-2026

indie Semiconductor, Inc. filed its DEF 14A Proxy Statement dated April 17, 2026, for the virtual 2026 Annual Meeting of Stockholders on May 28, 2026, at 9:00 a.m. PT, with a record date of March 30, 2026. Key proposals include electing three Class II directors for terms until 2029, an advisory vote approving named executive officer compensation, amending the 2021 Omnibus Equity Incentive Plan to increase reserved Class A Common Stock shares by 17,000,000, and ratifying KPMG LLP as independent auditors for FY 2026. The Board recommends voting 'FOR' all proposals; advance registration is required by May 26, 2026.

  • ·Virtual meeting access requires advance registration at https://web.viewproxy.com/indi/2026 by May 26, 2026, 5:00 p.m. PT.
  • ·Beneficial owners need legal proxy from record holder to vote at the meeting.
Waystar Holding Corp.DEF 14Apositivemateriality 8/10

17-04-2026

Waystar Holding Corp. filed its DEF 14A Proxy Statement on April 17, 2026, for the 2026 Annual Meeting on June 1, 2026, seeking stockholder approval to elect four Class II directors, ratify KPMG LLP as independent auditors for FY 2026, and recommend annual frequency for say-on-pay votes. In 2025, the company surpassed $1 billion in annual revenue for the first time, achieved 112% net revenue retention, completed the acquisition of Iodine Software adding over 1,000 hospitals and health systems, and launched Waystar AltitudeAI which prevented more than $15 billion in denials while driving $2.4 billion in reimbursement impact. The filing highlights double-digit YoY revenue growth each quarter with no declines or flat metrics reported.

  • ·Annual Meeting record date: April 6, 2026
  • ·Proposals include election of four Class II directors to serve until 2029 annual meeting
  • ·Virtual meeting at www.virtualshareholdermeeting.com/WAY2026
Otis Worldwide CorpDEF 14Amixedmateriality 8/10

17-04-2026

Otis Worldwide Corp reported strong 2025 performance highlights including 5% Service organic sales growth, 6% adjusted diluted EPS growth, $1.6B in operating cash flow, $1.5B returned to shareholders via dividends and repurchases exceeding $800M, 26% modernization orders growth, and 30% modernization backlog increase at constant currency. However, GAAP EPS declined 14%, the maintenance portfolio grew only 4% (near flat), and a disappointing 2025 Say-on-Pay vote led to responsive actions like no future off-cycle equity to the CEO, a negative TSR cap on PSUs starting 2026, and a new STI scorecard design. The proxy statement seeks an advisory vote to approve NEO compensation for leaders including CEO Judy Marks.

  • ·Employ approximately 72,000 Otis colleagues worldwide.
  • ·Serve customers in over 200 countries and territories.
  • ·Dr. Hannan received additional $5,000 retainer since August 26, 2025.
  • ·Mr. Jejurikar resigned from Board effective September 9, 2025.
  • ·26 investor engagements in 2025, 18 post-2025 Annual Meeting.
  • ·No future off-cycle equity awards to CEO Judy Marks; rare for others.
  • ·PSU awards from FY2026 capped at 100% if absolute 3-year cumulative TSR negative.
RELMADA THERAPEUTICS, INC.DEF 14Apositivemateriality 7/10

17-04-2026

Relmada Therapeutics reported a transformational 2025, overcoming a December 2024 clinical setback by acquiring NDV-01 (Phase II POC for non-muscle invasive bladder cancer) and Sepranolone (Phase II POC planned mid-2026 for Prader-Willi syndrome), driving stock recovery from $0.24 ($7M market cap in March 2025) to $4.83 ($353M market cap in December 2025) and cash from <$10M to $100M via November financing. The 2026 Annual Meeting on May 27 seeks to elect directors Charles J. Casamento and Sergio Traversa, ratify CBIZ CPAs P.C. as auditors, amend the 2021 Equity Incentive Plan to add 3.0 million shares, and increase authorized common stock from 150,000,000 to 200,000,000 shares.

  • ·Annual Meeting: Virtual-only via www.virtualshareholdermeeting.com/RLMD2026 on May 27, 2026 at 9:30 a.m. ET; Record Date: March 30, 2026
  • ·NDV-01: Early Phase II proof-of-concept data; potential for rapid pivotal trials
  • ·Sepranolone: Phase II proof-of-concept study in PWS expected mid-2026
Aveanna Healthcare Holdings, Inc.DEF 14Aneutralmateriality 5/10

17-04-2026

Aveanna Healthcare Holdings Inc. (AVAH) filed a DEF 14A Proxy Statement for its Annual Meeting of Stockholders on May 29, 2026, at 9:30 a.m. ET in Atlanta, GA, with record date April 6, 2026, when 217,510,046 shares of common stock were outstanding. Proposals include electing three Class II directors for three-year terms, ratifying Ernst & Young LLP as auditors for the fiscal year ending January 2, 2027, and an advisory 'Say on Pay' vote for Named Executive Officers' compensation. No financial performance metrics or period-over-period changes are detailed in the provided content.

  • ·Annual Meeting location: 400 Interstate North Parkway SE, Atlanta, GA 30339.
  • ·Deadline to request printed proxy materials: May 19, 2026, at 5:00 p.m. ET.
  • ·Common stock par value: $0.01 per share.
Portillo's Inc.DEF 14Apositivemateriality 8/10

17-04-2026

Portillo's Inc. (PTLO) DEF 14A proxy statement details board refreshment with new directors Jack Hartung and Eugene I. Lee, Jr. appointed in 2025, alongside a leadership transition appointing Brett Patterson as President and CEO in February 2026 and Eugene I. Lee, Jr. as Chairman in March 2026. Michael A. Miles, Jr. is retiring after serving as Chairman and Interim CEO, while Josh Lutzker will not stand for reelection. The filing emphasizes a strategic reset, operational excellence, and cultural values amid expansion to over 100 restaurants in 11 states, with no reported declines.

  • ·Proxy statement filed April 17, 2026, for upcoming Annual Meeting
  • ·References compensation data for fiscal years ending 2025-12-28, 2024-12-29, 2023-12-31, 2022-12-25, 2021-12-26 via XBRL tags (specific values not disclosed in provided content)
YELP INCDEF 14Amixedmateriality 8/10

17-04-2026

Yelp delivered record $1.46B net revenue, $146M net income, and $369M adjusted EBITDA in 2025, with diluted EPS rising 19% YoY to $2.24, driven by growth in Services categories and AI innovations like Yelp Assistant and Yelp Host; however, Restaurants, Retail & Other categories faced a challenging environment, and headcount remained approximately flat YoY. The proxy seeks shareholder approval for electing nine directors including new appointee Logan Green, ratifying Deloitte & Touche LLP as auditors, advisory vote on executive compensation, and amending the 2012 ESPP, ahead of the virtual Annual Meeting on June 5, 2026.

  • ·Annual Meeting: June 5, 2026 at 9:00 a.m. PT, virtual via www.virtualshareholdermeeting.com/YELP2026; record date April 7, 2026.
  • ·Proxy proposals: (1) Elect 9 directors; (2) Ratify Deloitte & Touche LLP for 2026; (3) Advisory vote on NEO compensation; (4) Amend and restate 2012 ESPP.
  • ·Board enhancements: Appointed Logan Green in August 2025; updated stock ownership guidelines.
AFFILIATED MANAGERS GROUP, INC.DEF 14Aneutralmateriality 6/10

17-04-2026

Affiliated Managers Group, Inc. issued its definitive proxy statement for the 2026 Annual Meeting of Stockholders on May 27, 2026, seeking to elect seven directors, approve by non-binding advisory vote the compensation of named executive officers, and ratify PricewaterhouseCoopers LLP as independent registered public accounting firm for the fiscal year. The record date is April 6, 2026, with 26,554,106 shares of common stock outstanding entitled to vote. Proxy materials are provided online pursuant to SEC rules to reduce environmental impact.

  • ·Annual Meeting location and time: 9:00 a.m. Eastern Daylight Time at 600 Hale Street, Prides Crossing, Massachusetts 01965.
  • ·Notice of Internet Availability of Proxy Materials mailed on or about April 17, 2026; materials available at www.proxyvote.com.
  • ·Quorum requires holders of at least a majority of shares outstanding.
iRhythm Technologies, Inc.DEF 14Aneutralmateriality 7/10

17-04-2026

iRhythm Holdings, Inc. has filed its definitive proxy statement for the 2026 Annual Meeting of Stockholders, to be held virtually on May 27, 2026, at 9:00 a.m. PT, seeking approval to elect nine directors, adopt the 2026 Equity Incentive Plan reserving 1,690,000 shares, approve an amended and restated certificate of incorporation for subsidiary iRhythm Technologies, Inc. to remove a pass-through voting provision, ratify KPMG LLP as independent auditors for the year ending December 31, 2026, and provide an advisory vote on named executive officer compensation. The record date is April 1, 2026. No specific financial performance metrics or period-over-period comparisons are provided in the filing.

  • ·Annual Meeting location: virtually at www.virtualstockholdermeeting.com/IRTC2026
  • ·Auditors appointment for year ending December 31, 2026

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