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🎙 Shows

Transcripts & show notes from Free Float Media, searchable and linked to the companies and directors discussed.

Current shows (44)🔍 Search the archives (36)Everything (80)
All shows Business Pants (655) Proxy Countdown (80) Shareholder Primacy (75)

Proxy Countdown — every episode (80)

Proxy CountdownOct 15, 2026
The Great SEC Gaslight, plus Bobby Kotick's and Skydance
Proxy CountdownSep 23, 2026
The new SEC proposal rules
Proxy CountdownJul 31, 2026
CEO Hotseats, plus Cracker Barrel’s CEO leaves and the SEC goes after activists
Proxy CountdownJul 08, 2026
Proxy Season Crossover
Proxy CountdownJun 25, 2026
Director vote gaps, plus manipulating pay at Costar and “social independence” at Veeva
Proxy CountdownJun 19, 2026
Declassify Lululemon, plus anti-ESG losses and big dumb payouts
Proxy CountdownMay 29, 2026
Board scenario models at Walmart, plus Amgen won’t move your piano
Proxy CountdownMay 15, 2026
Business Roundtable Boards, plus Victoria’s Secret and vote roundups
Proxy CountdownMay 01, 2026
Aflac’s Atlanta crew, plus vote avoidance at AIG and Ball Corp’s vote prediction
Proxy CountdownApr 24, 2026
Blame at Wells Fargo’s AGM, plus Ingles governance joke, Cook out, Texas reject
Proxy CountdownApr 16, 2026
Johnson & Johnson’s big swing. Plus, DOW’s new CEO, Snap layoffs, Meta man board
Proxy CountdownApr 09, 2026
Adobe’s succession vote, plus Paramount’s whistleblower, BP’s new CEO, AI’s proxy tilt
Proxy CountdownApr 03, 2026
Vote with data top list, plus equity awards, ballooning pay, and activists like dudes
Proxy CountdownMar 19, 2026
Live from CII Spring Conference 2026: Bertram, sausage sandwiches, and Starbucks
Proxy CountdownFeb 27, 2026
Vanguard’s fossil fuel settlement, plus early bonus season and more companies down to 2F
Proxy CountdownFeb 06, 2026
Read the fine print! Plus, Meta mines for Trump friendlies, McRitchie is the only winner, and governance news
Proxy CountdownJan 16, 2026
Paramount’s dual class board is a warning sign for merger, plus CEO retention bonanza
Proxy CountdownDec 17, 2025
2026 Predictions with Ann Lipton and Mike Levin of the Shareholder Primacy podcast
Proxy CountdownNov 21, 2025
SEC pushes voting against directors, plus Novo Nordisk and executive shifts at Walmart
Proxy CountdownNov 07, 2025
Zombies, krakens, mummies, and the monster mash of horrifying directors
Proxy CountdownOct 10, 2025
Surveys: directors want you to vote them out, plus a vote out at John Wiley and female replacement theory
Proxy CountdownSep 26, 2025
Proxy Season Bets, plus Oracle’s 4x CEOs and the rise of Executive Vice Chairs
Proxy CountdownSep 12, 2025
Tesla proxy breakdown, plus director adds and U-Haul’s "do you like us, check yes or no”
Proxy CountdownJul 10, 2025
2025 Proxy Season Review: Unelected directors, non profit interlocks, illogical voting, and SHP kabuki theater
Proxy CountdownJul 03, 2025
Adding directors right after the AGM, plus Hoag stays, pay for bottom quartile, and attendance bites again
Proxy CountdownJun 20, 2025
Founder boards, plus Zaslav’s payday, and the death of shareholder proposals
Proxy CountdownJun 12, 2025
Director attendance, plus Jay Hoag’s big vote and activist dissonance at Penn, Victoria’s Secret
Proxy CountdownJun 05, 2025
CEO succession risk, plus Mangless vs. Zevra lessons, and UnitedHealth’s investor confidence
Proxy CountdownMay 30, 2025
Netflix and independence, plus Deckers Outdoors, Ball CFO, and shareholder vote disconnects
Proxy CountdownMay 22, 2025
WSJ’s Top 250 directors, plus Exxon’s vote, Elliott’s win, and Tesla’s new director
Proxy CountdownMay 15, 2025
Verizon and audit committee problems, plus Kohl’s, Chevedden premium, and Phillips 66
Proxy CountdownMay 09, 2025
Blackrock’s board conflict, plus 97 votes and fun perks for retirements
Proxy CountdownApr 25, 2025
Anointed director at American Express, plus why caving to Robby Starbuck is bad for business at Harley Davidson
Proxy CountdownApr 24, 2025
Proxy Countdown – 2025-04-24
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Proxy CountdownApr 10, 2025
Corporate democracy with Sarah Haan
Proxy CountdownMar 28, 2025
Director “party line” voting, plus nom committee failures and Disney investors are asleep
Proxy CountdownMar 14, 2025
ISS flips on Disney, plus CEO pay tweaks, Starbucks results, and low CEO pay ratios
Proxy CountdownMar 07, 2025
Non-profit board interlocks are a widespread, plus Kroger’s CEO fired, and Indivior’s overhauled activist board
Proxy CountdownFeb 28, 2025
Tariff board survivors, plus Boeing’s board loss and results at Apple and Deere
Proxy CountdownFeb 20, 2025
Copy/paste anti-ESG proposals at Apple and Deere, plus guest Mike Levin on activism in 2025
Proxy CountdownFeb 13, 2025
Director votes on “merit”, relocation cost to median employee ratios, and long-tenured lead directors
Proxy CountdownJan 31, 2025
Tyson Foods merits votes against, T-Mobile’s new COO’s family gets perks, anti-DEI proposal fails
Proxy CountdownJan 23, 2025
Scott’s Miracle Gro, Becton Dickinson, Visa, Jacob’s Solutions, Walgreens
Proxy CountdownOct 31, 2024
Forget zombie directors, worry about vampires, mummies, and Frankensteins
Proxy CountdownOct 25, 2024
How much should a director get paid? Lam Research, plus WiseTech’s board capture and Southwest’s board shakeup
Proxy CountdownOct 17, 2024
Is Parker Hannifin the most parochial board ever? Also, Pfizer’s activist “defense” and Champions Oncology’s superstar
Proxy CountdownOct 11, 2024
How should we evaluate board skills quiz, plus Pfizer and Air Products activists, and Zoom’s happy CFO
Proxy CountdownSep 30, 2024
The Big Vote at P&G, plus Commerzbank’s glass cliff, Elliott vs. Southwest, Masimo’s loss, and ConAgra’s oops
Proxy CountdownSep 20, 2024
The Big Vote at FedEx (the Fred Smith show), plus 23andMe is now just me, and shakeups at Nike
Proxy CountdownSep 13, 2024
The Big Vote at Darden, plus Starboard shakes Southwest, Norfolk Southern’s CEO problem, and a board draft
Proxy CountdownSep 05, 2024
The Big Vote at General Mills, plus Starbucks poaches a burrito and Intel is pre-activist concerned
Proxy CountdownAug 08, 2024
Proxy Season Preview: Board knowledge and skill votes, plus board appointment fails, fake CEOs, and activist updates
Proxy CountdownAug 01, 2024
2023-24 PROXY AWARDS, including best performing director, best proxy match, and board you want a beer with
Proxy CountdownJul 18, 2024
Top and bottom director performance, plus Southwest’s proxy fight and director perks
Proxy CountdownJun 27, 2024
The Big Vote at Snowflake, plus Tyson gets replaced, a zombie at Veeva, and declassifying wins
Proxy CountdownJun 13, 2024
The Big Vote at Delta Airlines, plus Musk’s vote “leak”, and Eli Lily and Alphabet’s CFO trade
Proxy CountdownJun 06, 2024
The Big Vote at Target, plus Musk’s blackmail, investors not named Mark, and director trade-ups
Proxy CountdownMay 30, 2024
The BIG Vote at Tesla, plus investors keep forgetting who sets pay and Crown Castle’s proxy win
Proxy CountdownMay 22, 2024
The Big Vote at Meta, or how to deal with dictators, plus updates from Exxon and Tesla
Proxy CountdownMay 16, 2024
The Big Vote at Chevron, Exxon, and Shell, plus a big AGM roundup
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Data as of Oct 14, 2026