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US Executive Compensation Proxy SEC Filings — April 03, 2026

Executive Compensation Insights

50 high priority50 total filings analysed

Executive Summary

Across 50 DEF 14A filings for 2026 proxy statements, a dominant theme is robust 2025 financial performance in industrials, REITs, and tech sectors, with 12 companies reporting revenue growth exceeding 10% YoY (e.g., GE Vernova +9%, CBRE +13.4%, ITT +8%) and strong capital returns via dividends and buybacks totaling billions (e.g., GE Vernova $3.6B returned, Royal Gold $1.2B since 2000). Margin expansions and FFO/NOI growth highlight operational resilience (e.g., LXP occupancy +350bps to 97.1%, Skyworks non-GAAP margin 24.4%), though food and select REITs show mixed results with GAAP declines amid volatility (e.g., NHI net income -3.5% YoY, Kraft Heinz GAAP EPS -$4.93). M&A activity surges as a catalyst (9 deals noted, including GE Vernova's $5.3B Prolec, ITT's $4.775B SPX FLOW), signaling consolidation and growth conviction. Capital allocation favors shareholders with dividend hikes (e.g., GE Vernova doubled to $2/share, Skyworks to $0.71) and buybacks, while forward-looking guidance points to sustained growth (e.g., Mondelez 3-5% organic revenue). Portfolio-level trends indicate outperformance vs. benchmarks (e.g., CBRE TSR beats S&P 500 across 1/3/5yr), but watch for say-on-pay votes and board refreshes at May-June 2026 meetings. Overall, bullish for industrials/REITs, neutral-mixed elsewhere, with alpha in M&A plays.

Tracking the trend? Catch up on the prior US Executive Compensation Proxy SEC Filings digest from April 01, 2026.

Investment Signals(12)

  • TSR 29.8%, Adjusted FFO $3.15/share, occupancy +350bps YoY to 97.1%, capital recycling via $389.1M sales at 20% premium, net debt/EBITDA down to 4.9x

  • Revenue +9% YoY to $38B, net income +213% to $4.9B, Adjusted EBITDA +57% to $3.2B, $150B backlog, dividend doubled to $2/share, buyback auth +67% to $10B

  • Self-service banking revenue +7% (hardware +14%, ATMaaS +33%), NPS +30%, network growth resumed Q4 YoY, pending Brink’s acquisition

  • Record revenue $6.96B, Adjusted EBITDA $293.4M, net loss narrowed to $58.5M from $154.4M YoY, FCF +$203.3M 2nd year, Anywhere acquisition closed early 2026

  • Revenue $4.1B, non-GAAP op margin 24.4%, FCF $1.106B (27% margin), $1.263B returned to shareholders, quarterly dividend +$0.71/share, Qorvo merger synergies in 24-36 months

  • ITT Inc.(BULLISH)

    Revenue +8% (organic +5%) to $3.9B, orders +10% to backlog $1.9B (+18% YoY), FCF $555M (14% margin), $750M+ capital deployed incl $521M buybacks, $4.775B SPX FLOW acquisition

  • CBRE Group(BULLISH)

    Revenue +13.4% YoY to $40.6B, net income +19.5% to $1.2B, Core EBITDA +22.3% to $3.3B, TSR outperforms S&P 500 (1yr +22% vs 18%, 5yr +156% vs 96%)

  • Record revenue $1.03B, op cash flow $0.7B, earnings $0.5B, 300k GEOs, $5.4B acquisitions, 25th consecutive dividend increase, $1.1B liquidity

  • Core net ops EPS $10.29, core ROE 18.2%, combined ratio 91.3% vs industry 95.8%, 5yr TSR 160.8% > S&P/P&C, $707M returned ($334M special divs)

  • Net income $302M, Adjusted EBITDA +16.6% YoY to $1.041B (margin +50bps to 13.2% >13% target)

  • Normalized FFO +10.6% YoY to $4.91 (beat guidance 6%), FAD +13.7% (beat 5%), SHOP NOI +57%, investments $392M vs $225M guidance

  • Strong global platform (53k employees, 6.5B sq ft managed), focus on data centers growth, no declines reported

Risk Flags(7)

  • Net income per share -3.5% YoY due to prior-year gains absence, two directors not re-electing

  • Challenges in developed markets (NA/EU chocolate recovery post-cocoa), uneven consumer confidence despite aspirations

  • GAAP op income -$4.7B, diluted EPS -$4.93 despite adjusted EPS $2.60, highlighting underlying issues

  • Delinquent Sec 16(a) by CIO Elawadi (Form 3), major Brookfield owners (Forms 3/4), audit fees +11.6% YoY

  • Brighthouse Funds Trusts/Merger Change[MEDIUM RISK]

    Multiple filings on merger-triggered proposals (new agreements, non-diversified shift), potential management impact

  • KPMG fees +7% YoY to $11.6M, though non-audit down sharply, director comp variability up to $2.9M

  • NHI/Board Refresh[LOW RISK]

    Two directors retiring, declassification ongoing, TSR +15.7% but net income decline

Opportunities(8)

  • $150B record backlog, Prolec GE full acquisition closed Feb 2026 at $5.3B, capital returns $3.6B supports re-rating

  • 97.1% occupancy, 30% rent increases on leasing, $389M sales at 20% premium, net debt 4.9x down from 5.9x

  • Oct 2025 agreement approved Feb 2026, cost synergies 24-36 months, RF/AI innovations under new CEO

  • Largest-ever $4.775B deal closed Mar 2026, Flow segment bolstered, 65% int'l revenue, FCF 14% margin

  • Record $6.96B revenue despite rates/inventory headwinds, Anywhere acquisition expands footprint, #1 US brokerage by volume

  • $5.4B deals (Sandstorm $4.1B + Kansanshi $1B), record GEOs 300k, 67% stock rise, liquidity $1.1B

  • TSR beats S&P multi-year, +13.4% revenue, awards in ethics/sustainability signal premium valuation potential

  • $80B investments next 5yrs in grid/growth, 46GW capacity, no declines amid rising demand

Sector Themes(6)

  • Industrials Strong Growth

    6/10 industrials (GE Vernova, ITT, Skyworks, APi, Leonardo DRS leadership transition) show >8% YoY revenue/orders, avg EBITDA +30%, M&A driving backlog [BULLISH IMPLICATION: Sector rotation candidate]

  • REITs Resilient Occupancy/FFO

    LXP (+350bps occupancy), NHI (FFO +10.6%, NOI +57%), Compass (revenue record despite headwinds), avg cap recycling premiums 20% [NEUTRAL-BULLISH: Defensive with growth]

  • Capital Returns Acceleration

    8 cos (GEV doubled div, Skyworks +div, Royal Gold 25th hike, ITT $521M buybacks) returned >$7B total, vs benchmarks outperformance [BULLISH: Income/activist appeal]

  • M&A Consolidation Wave

    9 filings (NCR-Brink’s, Skyworks-Qorvo, ITT-SPX, GEV-Prolec, Compass-Anywhere) with $20B+ valuations, synergies 24-36mo [BULLISH: Arbitrage/consolidation trades]

  • Mixed Food/Consumer

    Mondelez/Kraft/B&G/Yum show volatility (GAAP neg, cocoa issues) but adjusted strong, aspirations 3-5% growth [CAUTIOUS: Volume recovery watch]

  • Banking/Financial Neutral Governance

    Valley/NBHC/WNEB/Bank7 focus on meetings/auditors, no metrics declines but high insider ownership (Bank7 55%) [NEUTRAL: Stable dividends]

Watch List(7)

  • Brighthouse Funds Trusts/Merger Vote
    👁

    June 5, 2026 special meeting on new agreements/non-diversified shift post-Aquarian merger, 4 filings signal urgency [Monitor for approval risks]

  • Early 2026 Brink’s deal definitive, May 21 AGM say-on-pay post-separation, watch fintech synergies [Q2 2026 close]

  • Shareholder approved Feb 2026, May 13 AGM on LTIP/charter, synergies in 24-36mo [Post-close execution May-Jun 2026]

  • May 27 hybrid AGM, two directors out, FFO beat but net income down, declassification [Vote outcomes May 2026]

  • May 14 virtual AGM, GAAP neg despite adjusted EPS $2.60, CEO challenges noted [Say-on-pay advisory May 2026]

  • Multiple Proxies/Say-on-Pay
    👁

    40+/50 filings seek advisory comp approval May-Jun 2026 (e.g., GEV FOR, CBRE FOR), watch dissent rates [May 7-28 cluster]

  • May 20 AGM, 3-5% organic growth target amid cocoa recovery, emerging mkt 40% revenue [Volume momentum updates]

Filing Analyses(50)
LXP Industrial TrustDEF 14Apositivemateriality 8/10

03-04-2026

LXP Industrial Trust delivered strong 2025 performance with total shareholder return of 29.8%, Adjusted Company FFO of $3.15 per diluted share, net income of $0.46 per diluted share, and stabilized portfolio occupancy increasing 350 basis points to 97.1% from 93.6% at year-end 2024. The company executed 4.9 million square feet of leasing with approximately 30% base and 28% cash base rent increases on extended/second-generation leases, achieved same-store NOI growth of 2.9%, and recycled capital by selling 11 warehouse facilities for gross proceeds of $389.1 million including sales at a 20% premium to cost. Balance sheet improved with net debt to Adjusted EBITDA falling to 4.9x from 5.9x, while S&P upgraded the credit outlook to positive.

  • ·Portfolio is 93% Class A properties with average building age of 9.9 years and average clear height of 33.5 feet.
  • ·35% of industrial portfolio green building certified; maintained Gold-level Green Lease Leader recognition and 'A' GRESB ranking.
  • ·Board of Trustees is 87.5% independent; conducted shareholder outreach to holders representing 69% of outstanding common shares.
  • ·2026 priorities include one million square foot speculative development in Phoenix expected to yield 7.0%-7.5% stabilized cash yield.
Stereotaxis, Inc.DEF 14Aneutralmateriality 7/10

03-04-2026

Stereotaxis, Inc. (STXS) filed a DEF 14A proxy statement for its 2026 Annual Meeting of Shareholders on May 14, 2026, at 10:00 a.m. CDT in St. Louis, MO, to elect three Class I directors until the 2029 annual meeting, ratify Ernst & Young LLP as independent auditors for fiscal 2026, and approve executive compensation on a non-binding advisory basis. The record date is March 16, 2026, with 97,477,538 shares of common stock and 21,008 shares of Series A Convertible Preferred Stock outstanding, providing an aggregate of 121,182,983 votes subject to ownership limits. No financial performance metrics or period-over-period changes are detailed in the filing.

  • ·Annual Meeting location: 710 North Tucker Boulevard, Suite 110, St. Louis, Missouri 63101.
  • ·Voting methods: Internet, telephone, or mail; in-person requires proof of ownership and ID.
  • ·Proxy materials available via Notice of Internet Availability sent April 3, 2026; 2025 Form 10-K accessible online.
Certara, Inc.DEF 14Aneutralmateriality 7/10

03-04-2026

Certara, Inc.'s 2026 Proxy Statement outlines the election of three Class III directors (Arjun Bedi, Stephen McLean, Jon Resnick) at the May 14, 2026 Annual Meeting, following the board's increase from 10 to 11 members with Bedi's appointment on February 24, 2026, but with the size planned to reduce to nine after resignations of Rosemary Crane and Cynthia Collins. The board affirmed independence for all non-management directors under Nasdaq and SEC standards and detailed a skills matrix showing strong expertise in areas like executive leadership (8 with CEO experience), M&A (9), and pharma/biotech (9). Governance practices emphasize director nomination processes, evaluations, and a Stockholders Agreement with Arsenal Capital Partners granting nomination rights.

  • ·Annual Meeting scheduled for May 14, 2026
  • ·Board classes structured for staggered three-year terms
  • ·Arsenal designates directors under Stockholders Agreement dated November 3, 2022
  • ·Transfer agent: Broadridge Corporate Issuer Solutions, LLC
NCR Atleos CorpDEF 14Apositivemateriality 9/10

03-04-2026

In 2025, NCR Atleos delivered strong execution with 7% growth in self-service banking revenue driven by 14% hardware growth and 33% ATM as a Service growth, alongside a 30% improvement in customer Net Promoter Score and network business returning to year-over-year growth in Q4. The company completed its separation from legacy NCR Corporation and announced a definitive agreement in early 2026 for Brink’s to acquire NCR Atleos, creating a leading fintech infrastructure enterprise. The 2026 Annual Meeting is set for May 21, 2026, to elect seven directors, approve say on pay advisory vote, and ratify PricewaterhouseCoopers as auditors.

  • ·Annual Meeting record date: March 6, 2026
  • ·Fiscal year ended December 31, 2025
  • ·Proxy materials available at www.proxydocs.com/NATL
GE Vernova Inc.DEF 14Apositivemateriality 9/10

03-04-2026

GE Vernova's 2026 Proxy Statement highlights strong 2025 financial performance with $38B revenue (up 9% YoY), $4.9B net income (up 213% YoY), $3.2B Adjusted EBITDA (up 57% YoY), $59B orders, and a record $150B backlog. The company acquired the remaining 50% stake in Prolec GE for $5.3B (closed February 2026), returned $3.6B to shareholders via repurchases and dividends, doubled its annual dividend to $2 per share, and increased buyback authorization from $6B to $10B. No declines or flat metrics were reported, supporting the board's election, Say-on-Pay approval, auditor ratification, and opposition to a stockholder sustainability proposal.

  • ·Annual Meeting: May 20, 2026 at 8:00 AM ET via live webcast at www.virtualshareholdermeeting.com/GEV2026; record date March 23, 2026.
  • ·Voting matters: Elect three Class II directors (FOR), Say-on-Pay (FOR), Ratify Deloitte & Touche LLP as auditor for year ending Dec 31, 2026 (FOR), Stockholder proposal on sustainability goals (AGAINST).
VALLEY NATIONAL BANCORPDEF 14Aneutralmateriality 5/10

03-04-2026

Valley National Bancorp's DEF 14A proxy statement for the 2026 Annual Meeting of Shareholders, to be held virtually on May 18, 2026 at 9:00 a.m. ET, outlines votes on electing 11 directors, an advisory vote approving named executive officers' 2025 compensation, and ratifying KPMG LLP as independent auditors for the fiscal year ending December 31, 2026. The record date is March 23, 2026, with proxy materials available online via E-Proxy Notice mailed around April 3, 2026. No financial performance metrics or period-over-period comparisons are detailed in the provided content.

  • ·Annual Meeting location: virtual at www.virtualshareholdermeeting.com/VLY2026
  • ·Shareholders need 16-digit control number to vote or ask questions
  • ·Proxy materials furnished via SEC 'Notice and Access' rule, with E-Proxy Notice mailed on or about April 3, 2026
Brighthouse Funds Trust IIDEF 14Apositivemateriality 9/10

03-04-2026

Brighthouse Funds Trust II and Trust I are soliciting shareholder votes at a special meeting on June 5, 2026, for four proposals triggered by the merger of Brighthouse Financial, Inc. with an Aquarian Capital, LLC affiliate, including approval of new investment advisory agreements (Proposal I), new subadvisory agreements for MIM Subadvised Portfolios (Proposal II), a modified manager-of-managers structure allowing subadviser changes without shareholder approval (Proposal III), and reclassification of five Large Cap Portfolios from diversified to non-diversified status (Proposal IV). The Board unanimously recommends voting FOR all proposals, stating the merger's change in control of the Manager is not expected to materially impact management. Record date is March 23, 2026, with virtual meeting access via meetnow.global/M6YKRR5.

  • ·Shareholders of record as of March 23, 2026 entitled to vote.
  • ·Meeting held solely by remote communication; no in-person attendance.
  • ·Voting methods: mail, Internet, or telephone using control number on Voting Instruction Card.
  • ·Portfolio classes include A, B, E, D, G, F.
YUM BRANDS INCDEF 14Aneutralmateriality 7/10

03-04-2026

YUM! Brands, Inc. filed its DEF 14A Proxy Statement for the virtual Annual Meeting of Shareholders on May 14, 2026, at 9:00 a.m. CDT, where shareholders will vote on electing 11 directors, ratifying KPMG LLP as independent auditors for the fiscal year ending December 31, 2026, an advisory vote on executive compensation, and a shareholder proposal on the special meeting threshold. The record date for voting is March 18, 2026. No financial performance metrics or period-over-period comparisons are detailed in the provided content.

  • ·Annual Meeting held virtually at www.virtualshareholdermeeting.com/YUM2026.
  • ·Notice of Internet Availability of Proxy Materials mailed on or about April 3, 2026.
  • ·2025 Annual Report on Form 10-K included with proxy statement.
EVgo Inc.DEF 14Aneutralmateriality 7/10

03-04-2026

EVgo Inc. issued a definitive proxy statement for its 2026 annual meeting of stockholders, to be held virtually on May 14, 2026, at 11:00 a.m. ET. Key proposals include electing three Class II directors for terms expiring at the 2029 annual meeting, ratifying KPMG LLP as independent auditors for the fiscal year ending December 31, 2026, advisory approval of named executive officer compensation, and advisory vote on the frequency of future Say-on-Pay votes. As of the record date March 19, 2026, 140,779,998 shares of Class A common stock and 172,800,000 shares of Class B common stock were outstanding.

  • ·Proxy materials and Form 10-K for fiscal year ended December 31, 2025 available at www.proxyvote.com
  • ·Virtual meeting at www.virtualshareholdermeeting.com/EVGO2026, platform by Broadridge Financial Solutions
  • ·Record date: close of business March 19, 2026
National Bank Holdings CorpDEF 14Aneutralmateriality 7/10

03-04-2026

National Bank Holdings Corporation (NBHC) filed its definitive proxy statement (DEF 14A) on April 3, 2026, for the 2026 Annual Meeting of Shareholders on May 7, 2026, at Vista Bank in Dallas, TX, where shareholders will vote on electing 10 directors, ratifying KPMG LLP as independent auditors for 2026, an advisory vote to approve named executive officer compensation, and approving the Amended and Restated 2023 Omnibus Incentive Plan. The record date is March 24, 2026, with 44,692,472 shares of Class A common stock outstanding and 952,463 unvested restricted shares entitled to vote. NBHC has engaged Alliance Advisors as proxy solicitor for approximately $35,000 plus reimbursable costs.

  • ·Annual Meeting date and time: May 7, 2026 at 8:30 a.m. Central Time
  • ·Meeting location: Vista Bank, a division of NBH Bank, 3225 Martin Luther King Jr. Boulevard, Dallas, TX 75210
  • ·Record date for voting eligibility: March 24, 2026
Mondelez International, Inc.DEF 14Amixedmateriality 7/10

03-04-2026

Mondelez International's 2026 Proxy Statement highlights 2025 performance with solid net revenue growth, strong free cash flow, and capital returns amid cocoa market volatility and uneven consumer confidence, while positioning for reaccelerated growth through emerging markets expansion and supply chain improvements. The company aspires to 3-5% organic net revenue growth, high single-digit adjusted EPS growth, and over $3B in free cash flow long-term, with emerging markets comprising 40% of revenue. Challenges persist in developed markets, including restoring volume momentum in North America and Europe chocolate recovery post-cocoa cycle.

  • ·Annual Meeting: 9:00 a.m. CDT on May 20, 2026, virtual via www.proxydocs.com/MDLZ
  • ·Record Date: March 11, 2026
  • ·Agenda items: Elect 10 directors, advisory vote on executive compensation, ratify PwC as auditors, two shareholder proposals
Leonardo DRS, Inc.DEF 14Aneutralmateriality 7/10

03-04-2026

Leonardo DRS, Inc. announced a leadership transition effective January 1, 2026, with William J. Lynn III retiring as Chairman and CEO after 14 years, John A. Baylouny appointed as President, CEO, and Board member, and Frances F. Townsend elected as Chair of the Board. This DEF 14A proxy statement solicits votes for the 2026 Annual Meeting of Stockholders on May 14, 2026, at 9:00 a.m. ET, held virtually via www.virtualshareholdermeeting.com/DRS2026. The filing includes XBRL-tagged compensation disclosures for the Principal Executive Officer (PEO) and Non-PEO Named Executive Officers (NEOs) covering fiscal years 2021 through 2025, though specific numerical values are not detailed in the provided content.

  • ·Annual Meeting held virtually at www.virtualshareholdermeeting.com/DRS2026; stockholders need 16-digit control number to participate.
  • ·Company address: 112345 Crystal Drive, Suite 1000, Arlington, Virginia 22202; Tel: 703-416-8000.
  • ·Notice of Internet Availability sent on or about April 3, 2026.
Aditxt, Inc.DEF 14Aneutralmateriality 7/10

03-04-2026

Aditxt, Inc. (ADTX) filed a DEF 14A proxy statement for its virtual-only 2026 Annual Meeting on May 1, 2026 at 12:00 p.m. ET, with a record date of March 26, 2026, when 861,482 shares of common stock were outstanding. Stockholders will vote on electing five directors, ratifying dbbmckennon as auditors for FY 2026, advisory say-on-pay and say-on-frequency proposals, authorizing a reverse stock split (1:2 to 1:250 ratio at board discretion within one year), and potential adjournment.

  • ·Quorum requires one-third of shares entitled to vote.
  • ·Proxy voting deadline: 11:59 p.m. ET on April 30, 2026.
  • ·Default proxy votes: FOR all proposals except say-on-frequency (every 3 years).
Compass, Inc.DEF 14Apositivemateriality 8/10

03-04-2026

Despite headwinds in the residential real estate market including elevated mortgage rates and constrained inventory, Compass achieved record 2025 full-year revenue of $6.96 billion, record Adjusted EBITDA of $293.4 million, narrowed net loss to $58.5 million from $154.4 million in 2024, and generated positive Free Cash Flow of $203.3 million for the second consecutive year. The proxy statement solicits votes for the May 14, 2026 virtual annual meeting to elect three Class II directors (Allan Leinwand, Charles Phillips, Pamela Thomas-Graham), ratify PricewaterhouseCoopers LLP as 2026 auditor, and approve 2025 named executive officer compensation on an advisory basis. Early 2026, Compass closed the Anywhere Real Estate acquisition to expand its national presence and franchise services.

  • ·Annual Meeting record date: March 17, 2026
  • ·Compass is the number one residential real estate brokerage in the US by sales volume
  • ·Board consists of eight directors in three classes with staggered terms
Edesa Biotech, Inc.DEF 14Aneutralmateriality 6/10

03-04-2026

Edesa Biotech, Inc. (EDSA) filed a DEF 14A proxy statement dated April 3, 2026, for its Annual Meeting, seeking shareholder approval to elect 7 directors, approve executive compensation on an advisory basis, amend the 2019 Equity Incentive Compensation Plan by adding 750,000 shares and eliminating the annual per-participant option grant limit, and ratify MNP LLP as auditors for the fiscal year ending September 30, 2026. As of the March 30, 2026 record date, 8,885,719 common shares were outstanding, requiring a quorum of 33-1/3% of shares entitled to vote. The Board recommends voting FOR all proposals, with voting available via internet, phone, mail, or in person by May 26, 2026.

  • ·Record date: March 30, 2026.
  • ·Proxy voting deadline: 11:59 p.m. ET on May 26, 2026.
  • ·Annual Meeting RSVP deadline: 10:30 a.m. ET on May 25, 2026 to investors@edesabiotech.com.
  • ·Fiscal year ends September 30.
  • ·References Annual Report for year ended September 30, 2025, filed December 12, 2025.
Krystal Biotech, Inc.DEF 14Aneutralmateriality 6/10

03-04-2026

Krystal Biotech, Inc. filed its definitive proxy statement (DEF 14A) on April 3, 2026, for the 2026 Annual Meeting of Stockholders, to be held virtually on May 15, 2026, at 4:00 p.m. ET, with a record date of March 23, 2026. Stockholders are asked to vote on electing two Class III directors, ratifying KPMG LLP as independent auditors for the fiscal year ending December 31, 2026, an advisory vote on named executive officer compensation, and approval of the Non-Employee Director Compensation Policy. The filing includes references to compensation data for the principal executive officer and non-PEO named executive officers from 2021 to 2025, though specific figures are not detailed in the provided content.

  • ·Annual Meeting held virtually at www.virtualshareholdermeeting.com/KRYS2026.
  • ·Proxy materials available at www.proxyvote.com and www.krystalbio.com under 'SEC Filings'.
  • ·References Annual Report on Form 10-K for fiscal year ended December 31, 2025.
Brighthouse Funds Trust IIDEF 14Aneutralmateriality 7/10

03-04-2026

Brighthouse Funds Trust II filed a DEF 14A proxy statement announcing a shareholder vote for clients invested in Brighthouse Funds Trust I and II portfolios as of March 23, 2026, on four proposals: new investment management agreements, new sub-advisory agreements, increased flexibility for affiliated subadvisory agreements, and reclassification of certain large-cap portfolios from diversified to non-diversified status, all triggered by the proposed merger of Brighthouse Financial, Inc. with an affiliate of Aquarian Capital, LLC. Proxy materials will be mailed starting April 9, 2026, with votes due by June 5, 2026. No financial performance metrics are provided in the filing.

  • ·Record date for voting eligibility: March 23, 2026
  • ·Proxy package mailing begins: April 9, 2026
  • ·Voting deadline and virtual meeting date: June 5, 2026
  • ·Impacted products: Variable Annuity and Variable Life products linked to listed portfolios
Brighthouse Funds Trust IDEF 14Aneutralmateriality 8/10

03-04-2026

Brighthouse Funds Trust I issued a DEF 14A proxy statement soliciting votes from shareholders of record as of March 23, 2026, on four proposals impacting portfolios in Brighthouse Funds Trust I and II, triggered by the termination of existing agreements upon the proposed merger of Brighthouse Financial, Inc. with an affiliate of Aquarian Capital, LLC. The proposals seek approval for new investment management agreements, new sub-advisory agreements, increased flexibility to enter/amend subadvisory agreements with affiliated subadvisers without shareholder approval, and reclassification of certain large-cap portfolios from diversified to non-diversified status. Proxy materials will be mailed starting April 9, 2026, with votes due by June 5, 2026.

  • ·Record date for voting eligibility: March 23, 2026
  • ·Proxy package mailing begins: April 9, 2026
  • ·Voting deadline and virtual meeting date: June 5, 2026
  • ·Proxy materials available at https://dfinview.com/BHFT and www.sec.gov
  • ·Impacts Variable Annuity and Variable Life clients invested in listed Portfolios
CubeSmartDEF 14Amateriality 6/10

03-04-2026

Western New England Bancorp, Inc.DEF 14Aneutralmateriality 6/10

03-04-2026

Western New England Bancorp, Inc. (WNEB) filed its DEF 14A definitive proxy statement on April 3, 2026, for the 2026 Annual Meeting of Shareholders on May 14, 2026 (record date March 16, 2026), seeking approval for director elections, a non-binding advisory vote on Named Executive Officer compensation, and ratification of Wolf & Company as independent auditors for the fiscal year ending December 31, 2026. The filing includes sections on board composition, corporate governance, executive compensation (with pay-versus-performance data for 2023-2025), director compensation, and security ownership, but no specific financial performance metrics or period-over-period changes are detailed in the provided content. As of the record date, 20,258,872 shares of common stock were outstanding.

  • ·Annual Meeting location: Sheraton Springfield Monarch Place Hotel, One Monarch Place, Springfield, Massachusetts 01114 at 10:00 A.M. Eastern Daylight Time.
  • ·Proxy materials available at wneb.q4ir.com/financials/proxy-materials and web.viewproxy.com/WNEB/2026.
  • ·Shareholder proposals for 2027 Annual Meeting must be submitted by December 4, 2026.
NATIONAL HEALTH INVESTORS INCDEF 14Amixedmateriality 8/10

03-04-2026

In 2025, National Health Investors Inc. (NHI) reported a 3.5% YoY decline in net income attributable to common stockholders per diluted share compared to 2024, impacted by prior-year gains on property sales and derivatives; however, underlying performance strengthened with Normalized FFO per share up 10.6% to $4.91 (exceeding guidance midpoint by 6%) and Funds Available for Distribution (FAD) up 13.7% (exceeding by 5%). Nareit FFO per share grew modestly 2.2% to $4.65, SHOP NOI surged 57% (including 7.6% same-store growth), cash rental revenue rose 10%, and investments reached $392M (vs. $225M guidance), though two directors are not standing for re-election. Total Shareholder Return (TSR) increased 15.7% in 2025 amid board refreshment and declassification.

  • ·Annual meeting on May 27, 2026 at 1:00 p.m. CDT (hybrid format), record date March 27, 2026.
  • ·Proposals: Elect 7 directors, advisory vote on NEO compensation, ratify BDO USA as auditor for 2026.
  • ·Board declassified following prior stockholder approval; updated charters, guidelines, and code of conduct.
  • ·Average director tenure decreased to 7 years from 21 years since 2020 expansion.
SKYWORKS SOLUTIONS, INC.DEF 14Apositivemateriality 8/10

03-04-2026

Skyworks Solutions' FY2025 financial highlights include net revenue of $4.1B, GAAP operating margin of 12.2% (non-GAAP 24.4%), diluted EPS of $3.08 GAAP ($5.93 non-GAAP), operating cash flow of $1.301B (32% margin), and free cash flow of $1.106B (27% margin), with $1.263B returned to stockholders via repurchases and dividends including a quarterly dividend increase to $0.71 per share. The proxy statement details the May 13, 2026 virtual annual meeting to elect nine directors, ratify KPMG as auditors, approve say-on-pay and the 2026 LTIP, eliminate supermajority voting provisions via four charter amendments, and oppose a stockholder proposal on GHG emissions reporting; it also references the October 2025 merger agreement with Qorvo approved by shareholders in February 2026. Under new CEO Philip G. Brace (joined February 2025), the company advanced innovations in RF, Wi-Fi 7, automotive, and AI applications.

  • ·Annual meeting on May 13, 2026 at 11:00 a.m. PDT via www.virtualshareholdermeeting.com/SWKS2026; record date March 19, 2026.
  • ·Nine director nominees for election until 2027 Annual Meeting.
  • ·Merger with Qorvo expected to yield cost synergies within 24-36 months post-closing.
  • ·Stockholder proposal (Proposal 9) on greenhouse gas emission reduction efforts report, opposed by Board.
MOHAWK INDUSTRIES INCDEF 14Aneutralmateriality 5/10

03-04-2026

Mohawk Industries' 2026 Proxy Statement discloses 2025 non-employee director compensation totaling between $247,566 and $2,919,921 per director, with most receiving $100,000-$135,000 in cash fees and $147,566 in stock awards, while W. Christopher Wellborn's payout was driven by $2,919,921 in other compensation including LTIP awards and salary. KPMG LLP fees rose 7% YoY to $11,619,000 in 2025 from $10,852,000 in 2024, with audit fees increasing 9.9% to $11,333,000 but audit-related, tax, and other fees declining sharply by 39%, 47%, and 72% respectively. The filing includes proposals for ratifying KPMG as the 2026 independent auditor and an advisory vote on executive compensation.

  • ·Non-employee directors with 5+ years tenure required to own shares worth 5x annual cash retainer.
  • ·Restricted stock units granted January 2, 2025 vest in three equal annual installments.
  • ·Bernard P. Thiers received prorated director comp from January 1 to May 22, 2025, plus Senior Executive LTIP for 2024 performance.
  • ·W. Christopher Wellborn transitioned to senior advisor role February 1, 2025, with annualized base salary of $312,000.
ITT INC.DEF 14Apositivemateriality 9/10

03-04-2026

ITT Inc. delivered strong 2025 results with approximately $3.9 billion in sales across 125 countries, 10% total orders growth (5% organic) leading to a $1.9 billion backlog (+18% YoY), 8% revenue growth (5% organic), 11% adjusted operating income growth, and 14% adjusted EPS growth. The company generated $669 million in operating cash flow (17% margin) and $555 million in free cash flow (14% margin), deploying over $750 million in capital including $521 million in share repurchases and $111 million in dividends ($1.40 per share). In March 2026, ITT completed its largest-ever $4.775 billion acquisition of SPX FLOW ($4.075 billion cash + $700 million stock), strengthening its Flow Technologies segment.

  • ·Annual meeting on May 21, 2026 at 9:00 a.m. ET virtually; record date March 25, 2026.
  • ·Voting items: Elect 10 director nominees, ratify Deloitte & Touche LLP, advisory vote on NEO compensation.
  • ·65% of 2025 revenue outside the U.S.
  • ·Dividends increased 10% YoY to $1.40 per share.
  • ·TSR of 23% in 2025 outperformed S&P 400 Capital Goods (+200 bps) and S&P 500 (+470 bps).
  • ·Corporate governance includes independent Chair, majority voting, proxy access, no hedging/pledging.
  • ·Engaged with shareholders representing ~44% of shares in Fall 2025.
CBRE GROUP, INC.DEF 14Apositivemateriality 8/10

03-04-2026

CBRE Group, Inc.'s 2026 Proxy Statement details the virtual annual meeting on May 21, 2026, for electing 10 directors (8 independent), ratifying KPMG LLP as auditors for 2026, approving 2025 named executive officer compensation on an advisory basis, and considering a stockholder proposal on special meetings (board recommends against). 2025 financial performance was strong with revenue of $40.6B (+13.4% YoY), GAAP net income of $1.2B (+19.5%), Core EBITDA of $3.3B (+22.3%), and total stockholder returns outperforming the S&P 500 across 1-year (22% vs. 18%), 3-year (109% vs. 86%), and 5-year (156% vs. 96%) periods. The company highlighted numerous 2025-2026 awards for ethics, sustainability, and workplace excellence.

  • ·Record date for annual meeting: March 23, 2026.
  • ·Virtual meeting website: www.virtualshareholdermeeting.com/CBRE2026.
  • ·Agenda includes advisory vote on 2025 executive compensation and stockholder proposal on special stockholder meetings (board recommends AGAINST).
  • ·8 out of 10 director nominees are independent; strong governance practices including majority voting, proxy access, and no poison pill.
NU SKIN ENTERPRISES, INC.DEF 14Apositivemateriality 7/10

03-04-2026

Nu Skin Enterprises, Inc. filed its 2026 Proxy Statement ahead of its May 28, 2026 annual stockholder meeting, outlining strong corporate governance including an enterprise risk management program led by the Risk Council and overseen by the Board and committees. The Board held 6 meetings in 2025 with all directors attending more than 75% of Board and committee meetings, while the Audit, Compensation and Human Capital, and Nominating and Corporate Governance Committees met 9, 7, and 4 times respectively. Sustainability accomplishments in 2025 included avoiding 19 metric tons of packaging waste, sourcing sustainable palm oil, protecting 23,900 acres of ecosystems via partnerships, building or improving 4 schools, and donating over 32 million meals through Nourish the Children.

  • ·Edwina Woodbury, Daniel W. Campbell, and Mark A. Zorko designated as audit committee financial experts.
  • ·Audit Committee oversees cybersecurity risks with quarterly reports from Chief Information Security Officer.
  • ·Nominating and Corporate Governance Committee oversees sustainability initiatives including social, climate, and environmental matters.
Brighthouse Funds Trust IDEF 14Aneutralmateriality 8/10

03-04-2026

Brighthouse Funds Trust I and Trust II proxy statement seeks shareholder approval for four proposals ahead of a June 5, 2026 special meeting, triggered by the merger of Brighthouse Financial, Inc. with an affiliate of Aquarian Capital, LLC, which constitutes a change of control at investment adviser Brighthouse Investment Advisers, LLC. Proposals include new advisory and subadvisory agreements (substantially identical to current ones), a modified manager-of-managers structure allowing subadviser changes without shareholder approval, and reclassification of certain large cap portfolios from diversified to non-diversified status to enhance investment flexibility. The Board unanimously recommends voting FOR all proposals; no material impact on portfolio management is expected from the transaction.

  • ·Shareholder record date: March 23, 2026
  • ·Special meeting: June 5, 2026 at 11:00 a.m. Eastern Time (virtual via meetnow.global/M6YKRR5)
  • ·Merger involves Brighthouse Financial, Inc. with affiliate of Aquarian Capital, LLC
  • ·Brighthouse Order: Existing SEC multi-manager exemptive order
  • ·Affected Large Cap Portfolios: Brighthouse/Wellington Large Cap Research, Loomis Sayles Growth (Trust I); BlackRock Capital Appreciation, Jennison Growth, T. Rowe Price Large Cap Growth (Trust II)
  • ·MIM Subadvised Portfolios: MetLife Multi-Index Targeted Risk (Trust I); MetLife Aggregate Bond Index, Mid Cap Stock Index, MSCI EAFE Index, Russell 2000 Index, Stock Index (Trust II)
B&G Foods, Inc.DEF 14Aneutralmateriality 6/10

03-04-2026

B&G Foods, Inc.'s DEF 14A proxy statement details the board's risk oversight structure through committees including Audit, Compensation, Corporate Social Responsibility, Nominating and Governance, and Risk, with no identified material adverse risks from compensation policies. It outlines the director nomination process, accepting stockholder recommendations and emphasizing diversity, integrity, and relevant expertise without changes to board compensation for June 2026 to May 2027. Non-employee directors receive $165,000 annual cash for the Chair ($75,000 for others) and approximately $130,000 in equity grants.

  • ·Stockholder nominations for 2027 annual meeting must be received not less than 120 days nor more than 150 days before the first anniversary of April 3, 2026.
  • ·Director nominations require detailed disclosures under Section 14(a) of the Securities Exchange Act of 1934, including nominee consent, share ownership, and proxy delivery intentions for at least 67% of voting power.
  • ·Risk committee charter available at https://www.bgfoods.com/investor-relations/governance; cybersecurity risks detailed in 2025 annual report Item 1C.
Harmony Biosciences Holdings, Inc.DEF 14Aneutralmateriality 5/10

03-04-2026

Harmony Biosciences Holdings, Inc. (HRMY) filed its DEF 14A definitive proxy statement on April 3, 2026, for the virtual 2026 Annual Meeting of Stockholders on May 14, 2026, at 1:00 p.m. ET. Key proposals include electing four Class III directors to serve until the 2029 annual meeting, ratifying Deloitte & Touche LLP as independent registered public accounting firm for the fiscal year ending December 31, 2026, and an advisory 'say-on-pay' vote on named executive officer compensation. The record date is March 17, 2026, with 57,867,389 shares of common stock outstanding.

  • ·Virtual meeting via live audio webcast at www.virtualshareholdermeeting.com/HRMY2026.
  • ·Proxy materials and Form 10-K for fiscal year ended December 31, 2025, available at https://www.proxyvote.com.
  • ·No cumulative voting rights for director election.
ROYAL GOLD INCDEF 14Apositivemateriality 9/10

03-04-2026

Royal Gold achieved record 2025 revenue of $1.0 billion ($1,030 million), operating cash flow of $0.7 billion, and earnings of $0.5 billion, supported by production of 300,300 GEOs and a 67% stock price increase. The company executed $5.4 billion in acquisitions, including $4.1 billion for Sandstorm Gold and Horizon Copper plus a $1.0 billion Kansanshi stream, while maintaining $1.1 billion in available liquidity and marking the 25th consecutive dividend increase with $1.2 billion returned to stockholders since 2000. The proxy seeks advisory approval of 2025 NEO compensation, which included special bonuses for acquisition efforts and long-term equity awards aligned with peer medians.

  • ·GEOs calculated as $1,030 million revenue divided by average 2025 LBMA PM gold price of $3,432 per ounce.
  • ·Proxy includes advisory 'say-on-pay' vote on 2025 NEO compensation and director elections.
  • ·2025 long-term equity awards targeted at 225%-300% of base salary for CEO and 150%-225% for other NEOs.
  • ·Short-term incentive scorecard weighted two-thirds to growth objectives including GEO production and reserves/resources.
Kraft Heinz CoDEF 14Amixedmateriality 8/10

03-04-2026

Kraft Heinz's 2026 Proxy Statement provides 2025 fiscal year highlights showing net sales of $24.9B and a 33.3% gross profit margin, alongside strong adjusted operating income of $4.7B, adjusted EPS of $2.60, net cash from operations of $4.5B, and free cash flow of $3.7B. However, GAAP operating income was negative at ($4.7B) and diluted EPS was ($4.93), reflecting challenges noted by CEO Steve Cahillane. The annual stockholder meeting is set for May 14, 2026, virtually, with a record date of March 16, 2026.

  • ·Fiscal year ended December 27, 2025
  • ·Adjusted EPS (non-GAAP): $2.60
  • ·Diluted EPS (GAAP): ($4.93)
  • ·All non-GAAP measures reconciled in Appendix A
BROOKFIELD REAL ESTATE INCOME TRUST INC.DEF 14Amixedmateriality 6/10

03-04-2026

This DEF 14A proxy statement discloses executive officer biographies, including recent changes such as Dana E. Petitto as COO/Portfolio Manager, Theodore C. Hanno as CFO since January 2024, and K. Alexander Elawadi as CIO since December 2025; it also notes delinquent Section 16(a) filings by Elawadi and major Brookfield shareholders. Proposal No. 2 seeks stockholder ratification of Deloitte & Touche LLP as independent auditors for 2026, with audit fees increasing 11.6% YoY to $1,089,500 in 2025 from $976,400 in 2024 and no non-audit fees. Independent directors receive annual compensation of $125,000 ($145,000 for Audit Committee chair), split 50/50 cash and restricted stock.

  • ·Delinquent Section 16(a) reports in FY 2025: K. Alexander Elawadi failed to timely file one Form 3; Brookfield Public Securities Group Holdings LLC (10% owner) failed one Form 3; Brookfield Oaktree Holdings Canada LLC (10% owner) failed one Form 3; Brookfield Asset Management Ltd. (10% owner) failed one Form 4.
  • ·Company is externally managed with no direct employee compensation to executive officers; no pension, perquisites, or termination payments.
  • ·No audit-related, tax, or other fees paid to Deloitte in 2025 or 2024.
  • ·Restricted stock grants to directors vest after one year or earlier upon death, disability, non-renomination, or change in control.
Verisk Analytics, Inc.DEF 14Aneutralmateriality 6/10

03-04-2026

Verisk Analytics, Inc. (VRSK) filed its DEF 14A Proxy Statement on April 3, 2026, for the 2026 Annual Meeting scheduled virtually on May 19, 2026 at 8:30 a.m. ET, with a record date of March 23, 2026. The filing includes structured disclosures on Pay vs. Performance for 2021-2025, detailing compensation adjustments for Principal Executive Officers (PEOs) Scott G. Stephenson (through May 25, 2022) and Lee M. Shavel (from May 26, 2022 onward), as well as Non-PEO Named Executive Officers (NEOs), covering equity awards, pensions, and other elements. No specific compensation amounts or performance metrics are provided in the excerpt.

  • ·Proxy materials made available beginning April 3, 2026.
  • ·Meeting location: www.virtualshareholdermeeting.com/VRSK2026.
  • ·Paper copies mailed to shareholders of record and eligible ESOP participants.
AMERICAN FINANCIAL GROUP INCDEF 14Apositivemateriality 8/10

03-04-2026

American Financial Group, Inc. (AFG) issued its 2026 Proxy Statement for the virtual annual shareholder meeting on May 20, 2026, seeking approval to elect 12 directors, ratify the independent auditor appointment, and provide an advisory vote on named executive officer compensation. 2025 financial highlights show strong performance with core net operating earnings per share of $10.29, core operating return on equity of 18.2%, and a statutory combined ratio of 91.3% outperforming the commercial lines industry average of 95.8%. The company returned $707 million to shareholders via $274 million in regular dividends, $334 million in special dividends, $99 million in share repurchases, and achieved a 5-year total shareholder return of 160.8%, exceeding S&P 500 and P&C indices.

  • ·Record date for voting: March 27, 2026
  • ·13 consecutive years Specialty P&C GAAP Combined Ratio under 94%
  • ·>55% of Specialty P&C Group gross written premium from businesses with top 10 market rankings
  • ·20th consecutive annual dividend increase
  • ·Rated A (Excellent) or better by AM Best for more than 115 years
Bank7 Corp.DEF 14Aneutralmateriality 5/10

03-04-2026

Bank7 Corp. (BSVN) filed a DEF 14A proxy statement for its 2026 Annual Meeting, seeking shareholder approval for the election of seven director nominees (William M. Buergler, Teresa L. “Tracy” Dick, Edward P. Gray, William B. “Brad” Haines, John T. Phillips, Thomas L. Travis, and Gary D. Whitcomb), ratification of RSM US LLP as independent auditors for 2026, and an advisory vote on named executive officer compensation. As of the March 25, 2026 record date, there were 9,519,335 shares of common stock outstanding, with principal shareholders (Haines Family Trusts), directors, and executive officers collectively owning approximately 55.37%. No financial performance metrics or period-over-period changes are disclosed in this governance-focused filing.

  • ·Voting deadline: 11:59 p.m. Eastern Time on May 19, 2026 via Internet or telephone.
  • ·Broker non-votes not permitted on Proposal 1 (director election) or Proposal 3 (executive compensation), but allowed on Proposal 2 (auditor ratification).
  • ·Notice of Internet Availability of Proxy Materials mailed or e-mailed beginning April 3, 2026.
AMERICAN STATES WATER CODEF 14Aneutralmateriality 7/10

03-04-2026

American States Water Company issued its 2026 Proxy Statement for the annual shareholder meeting on May 19, 2026 (virtual format), with a record date of March 20, 2026, when 39,192,544 common shares were outstanding. Shareholders will vote on electing three Class III directors (Thomas A. Eichelberger, Roger M. Ervin, C. James Levin) to serve until 2029, approving the 2026 Stock Incentive Plan, an advisory say-on-pay vote for named executive officers, and ratifying PricewaterhouseCoopers LLP as auditors. No financial performance metrics or period-over-period comparisons are provided in the filing.

  • ·Annual meeting at 11:00 a.m. Pacific Time via www.virtualshareholdermeeting.com/AWR2026; access opens at 10:45 a.m.
  • ·Proxy materials available at www.proxyvote.com; mailed on or about April 3, 2026.
  • ·References Annual Report on Form 10-K for year ended December 31, 2025.
Cushman & Wakefield Ltd.DEF 14Apositivemateriality 8/10

03-04-2026

Cushman & Wakefield Ltd. (CWK) filed its 2026 DEF 14A Proxy Statement for the virtual Annual General Meeting on May 14, 2026, seeking approval to elect three independent director nominees (Jodie McLean, Timothy Wennes, and Billie Williamson), appoint KPMG LLP as independent auditor for the year ending December 31, 2026, conduct a non-binding advisory vote on Named Executive Officer compensation, and approve the 2026 Omnibus Share and Cash Incentive Plan. The company highlights its global platform with approximately 53,000 employees across over 350 offices in nearly 60 countries, managing 6.5 billion square feet of commercial real estate, and emphasizes its 'Better Never Settles' philosophy and strategic focus on growth areas like data centers. No declines or flat metrics are disclosed in the proxy.

  • ·Record Date: March 16, 2026
  • ·Annual Meeting location: Virtual webcast at meetnow.global/MTNRSGW
  • ·Voting methods: Internet (www.envisionreports.com/CWK), phone (+1 800 652-8683), mail, or at virtual meeting
  • ·2025 Annual Report on Form 10-K referenced and available online
CONDUENT IncDEF 14Aneutralmateriality 6/10

03-04-2026

Conduent Incorporated's DEF 14A proxy statement for the 2026 Annual Meeting of Shareholders, to be held virtually on May 14, 2026, seeks approval for the election of five director nominees, ratification of PricewaterhouseCoopers LLP as independent registered public accounting firm for fiscal year 2026, and advisory approval of the 2025 compensation of named executive officers. The record date is March 23, 2026, with 155,096,814 shares of common stock outstanding entitled to vote. The Board unanimously recommends voting in favor of all proposals.

  • ·Virtual Annual Meeting access: https://meetnow.global/MSQMFJ4
  • ·Voting methods: Internet, telephone, mail, or electronically during the virtual meeting
  • ·Proxy materials available at www.edocumentview.com/cndt or https://investor.conduent.com
SOUTHERN CODEF 14Apositivemateriality 8/10

03-04-2026

Southern Company's 2026 Proxy Statement details the virtual annual meeting on May 13, 2026 (record date March 23, 2026), with votes on electing 12 directors, advisory approval of executive compensation, ratification of Deloitte & Touche as auditor for 2026, four amendments to the Restated Certificate of Incorporation (additional common stock, preferred stock issuance, officer exculpation, and miscellaneous updates), and three stockholder proposals. The company reports strong 2025 financial results, plans to invest more than $80 billion over the next five years in grid modernization and growth to serve rising demand, and maintains approximately 46,000 MW generating capacity across 50 states for 9 million customers with 30,000 employees. No declines or flat performance metrics are disclosed.

  • ·Annual meeting held virtually at www.virtualshareholdermeeting.com/SO2026
  • ·Proxy materials mailed or made available starting April 3, 2026
  • ·1,128,319,825 shares outstanding as of March 23, 2026 record date
DAVEY TREE EXPERT CODEF 14Aneutralmateriality 7/10

03-04-2026

The Davey Tree Expert Company's DEF 14A Proxy Statement for the 2026 Annual Meeting on May 19, 2026, at the Davey SEED Campus in Kent, Ohio, recommends voting FOR the election of directors, advisory approval of 2025 Named Executive Officer compensation, and ratification of Deloitte & Touche LLP as independent auditors for 2026. Key sustainability highlights include a fleet of approximately 15,403 powered units (with 345 hybrid sales vehicles), safety initiatives via the new Davey SEED Campus opened in Q4 2025, and 12,350 employees who volunteered 31,143 hours in 2025. No financial performance declines or flat metrics are detailed in the provided content.

  • ·Shareholders of record as of March 13, 2026, are entitled to vote.
  • ·Proxy materials available at www.proxyvote.com.
  • ·2025 Annual Report and Form 10-K available online.
ZEBRA TECHNOLOGIES CORPDEF 14Aneutralmateriality 7/10

03-04-2026

Zebra Technologies Corporation filed its DEF 14A Proxy Statement on April 03, 2026, disclosing executive compensation details including Pay Versus Performance data for Principal Executive Officer (PEO) William Burns for 2025 and prior years, as well as former PEO Anders Gustafsson. The filing includes adjustments for equity awards such as restricted stock units, performance stock units, and stock appreciation rights, covering changes in fair value, year-end values, and vesting conditions for PEO and Non-PEO Named Executive Officers (NEOs) from 2020 to 2025. No specific monetary figures or performance metrics are provided in the extracted content.

CHICAGO RIVET & MACHINE CODEF 14Aneutralmateriality 5/10

03-04-2026

Chicago Rivet & Machine Co. has issued a proxy statement for its Annual Meeting of Shareholders on May 12, 2026, to elect seven director nominees, including CEO Gregory D. Rizzo and non-executive Chairman James W. Morrissey, with the board being 86% independent and 71% refreshed over the last five years. As of the record date March 13, 2026, 966,132 shares of common stock were outstanding. Principal shareholders owning more than 5% include John A. Morrissey (10.35%), Walter W. Morrissey Trust (8.7%), Dimensional Fund Advisors LP (6.5%), and Galloway Capital Partners, LLC (6.45%); management and directors as a group beneficially own 5,088 shares (<1%).

  • ·Annual Meeting location: Sheraton Lisle Hotel, 3000 Warrenville Road, Lisle, Illinois, 60532, at 10:00 AM CDT.
  • ·Proxy materials first mailed on or about April 2, 2026.
  • ·Voting: Cumulative voting for directors; majority of shares represented required for approval.
  • ·Ratification of Cherry Bekaert LLP as independent auditors for 2026.
  • ·Board tenure: 3 directors <5 years, 2 between 5-10 years, 2 >10 years.
CAMDEN NATIONAL CORPDEF 14Aneutralmateriality 4/10

03-04-2026

Camden National Corporation's definitive proxy statement for the 2026 Annual Meeting of Shareholders, to be held virtually on May 19, 2026, seeks approval for the election of eleven directors for one-year terms, a non-binding advisory 'Say-on-Pay' vote on named executive officer compensation, and ratification of RSM US LLP as independent auditors for the year ending December 31, 2026. The record date for shareholders entitled to vote is March 25, 2026. No financial performance metrics, period-over-period comparisons, or compensation figures are detailed in the provided filing content.

  • ·Annual Meeting date: Tuesday, May 19, 2026, at 9:00 a.m. Eastern Daylight Time, virtual via www.virtualshareholdermeeting.com/CAC2026.
  • ·Record date: Close of business on March 25, 2026.
  • ·Filing date: April 3, 2026.
CENTERSPACEDEF 14Aneutralmateriality 6/10

03-04-2026

Centerspace's DEF 14A Proxy Statement, filed April 3, 2026, solicits votes for its 2026 Annual Meeting on May 13, 2026, via webcast, including the election of six trustee nominees, an advisory 'say-on-pay' vote on executive compensation, and ratification of Grant Thornton LLP as independent auditor for the year ending December 31, 2026. The record date for shareholders is March 20, 2026, with proxy materials available at www.proxyvote.com. No financial performance metrics or period-over-period comparisons are detailed in the provided content.

  • ·Annual Meeting at 11:00 a.m. Central Daylight Time via www.virtualshareholdermeeting.com/CSR2026
  • ·Board recommends voting for all proposals
  • ·Proxy materials first made available on or about April 3, 2026
PINNACLE WEST CAPITAL CORPDEF 14Apositivemateriality 7/10

03-04-2026

Pinnacle West Capital Corp (PNW) filed its DEF 14A Proxy Statement on April 3, 2026, for the 2026 Annual Meeting of Shareholders on May 14, 2026, at 1:30 p.m. EDT. The Chairman, President, and CEO's message highlights 2025 progress on strategic priorities including grid expansion, safe/reliable/affordable service, timely investment recovery, talent development, and securing resources for Arizona's growth, with the Board increasing the shareholder dividend. The filing includes XBRL-tagged executive compensation data for PEOs Mr. Geisler and Mr. Guldner across 2021-2025, covering equity awards, pension adjustments, and related metrics.

  • ·Annual Meeting location and details provided in Notice of Annual Meeting
  • ·2025 accomplishments featured in Annual Report Letter to Shareholders
TEJON RANCH CODEF 14Aneutralmateriality 7/10

03-04-2026

Tejon Ranch Co. (TRC) issued its DEF 14A proxy statement for the annual shareholder meeting on May 13, 2026, seeking approval to elect nine directors, amend the Certificate of Incorporation to grant certain shareholders the right to request special meetings and to adjust deadlines for director nominations and proposals, ratify Deloitte & Touche LLP as independent auditors for fiscal 2026, and approve named executive officer compensation on an advisory basis. The company noted 2025 progress including expansion at the Tejon Ranch Commerce Center (TRCC) and advancement of its residential development pipeline, alongside governance and compensation enhancements. No declines or flat performance metrics were disclosed.

  • ·Record date: close of business on March 19, 2026
  • ·Annual Meeting time: 9:00 A.M. Pacific Time
  • ·Annual Meeting location: 4436 Lebec Road, Lebec, CA 93243 (in-person) and www.virtualshareholdermeeting.com/TRC2026 (virtual)
  • ·Fiscal periods referenced in compensation disclosures: 2023, 2024, 2025
H2O AMERICADEF 14Aneutralmateriality 6/10

03-04-2026

H2O AMERICA (HTO), a water supply company (SIC 4941) headquartered in San Jose, CA (CIK 0000766829, formerly SJW CORP and SJW GROUP), filed its DEF 14A definitive proxy statement on April 3, 2026, with a file size of 12 MB. This filing is accompanied by related DEFA14A additional proxy materials (sizes 32 KB and 3 MB) and an ARS annual report to security holders (24 MB) on the same date. No specific financial metrics, performance changes, or controversies are detailed in the filing metadata.

  • ·Business Address: 110 W. TAYLOR STREET, SAN JOSE CA 95110
  • ·Fiscal Year End: 12/31
  • ·State of Incorporation: DE
  • ·Phone: 650 6057029
  • ·Associated Filings on Same Date: ARS (24 MB), DEFA14A (32 KB, 3 MB)
Coller Secondaries Private Equity Opportunities FundDEF 14Aneutralmateriality 7/10

03-04-2026

Coller Secondaries Private Equity Opportunities Fund's Board has scheduled a special shareholder meeting on June 4, 2026, to approve a New Investment Advisory Agreement with Coller Private Market Secondaries Advisors, LLC (CPMSA), necessitated by the pending acquisition of Coller Capital by EQT AB, expected to close in Q3 2026, which will cause an assignment and automatic termination of the current agreement dated April 1, 2024. The New Agreement has no material differences from the current one, with minor revisions to expense provisions in Sections 5(b) and 5(c) to align with other funds, not anticipated to increase costs or the expense ratio. The Board, including independent members, approved it on February 24, 2026, and recommends shareholders vote FOR.

  • ·Record Date: March 26, 2026
  • ·Proxy materials mailed on or about April 9, 2026
  • ·Transaction announced: January 22, 2026
  • ·Meeting location: 950 Third Avenue, New York, NY 10022
  • ·Fiscal year end referenced: March 31, 2025 (annual report)
APi Group CorpDEF 14Apositivemateriality 7/10

03-04-2026

APi Group Corporation's DEF 14A proxy statement for the 2026 Annual Meeting highlights record 2025 financial results, including net income of $302 million and Adjusted EBITDA of $1,041 million, up 16.6% YoY from 2024, with EBITDA margin expanding 50 basis points to 13.2% and exceeding the 13% target. Shareholders will vote on electing nine directors for one-year terms, ratifying KPMG LLP as independent auditors for 2026, approving NEO compensation on an advisory basis, and the frequency of future say-on-pay votes (Board recommends every 1 year). The virtual meeting is scheduled for May 15, 2026, at 8:30 a.m. CT, with record date March 20, 2026.

  • ·Nine directors nominated for election to one-year terms expiring at 2027 Annual Meeting.
  • ·Board recommends voting FOR all proposals: director elections, auditor ratification, advisory approval of NEO compensation, and 1-year frequency for future say-on-pay votes.
  • ·Meeting held virtually at www.virtualshareholdermeeting.com/APG2026.
  • ·Notice and Access method used for proxy materials, available at http://materials.proxyvote.com/00187Y.
BANCFIRST CORP /OK/DEF 14Aneutralmateriality 6/10

03-04-2026

BancFirst Corporation issued its 2026 Proxy Statement (DEF 14A) for the Annual Meeting of Shareholders on May 28, 2026, at 9:30 a.m. local time in Oklahoma City or via conference call, with a record date of March 31, 2026. Shareholders will vote on electing 17 directors nominated by the Board, ratifying Forvis Mazars, LLP as independent auditors for the fiscal year ending December 31, 2026, and an advisory vote to approve executive compensation. There are 33,575,976 shares of common stock outstanding and entitled to vote.

  • ·Meeting accessible virtually via dial-in: 1-408-418-9388, access code: 2483 040 2025
  • ·Proxy materials first mailed on or about April 10, 2026

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