SOC Investment Group
socinvgrp.bsky.social
SOC Investment Group
@socinvgrp.bsky.social
Voice for corporate accountability, enhancing long-term shareholder returns through active ownership, working w. union affiliated pension funds w $250+ bn AUM.
The Environmental, Partner, and Community Impact Board Committee at Starbucks was created in November 2023 to oversee labor relations. The SOC Investment Group and other investors are concerned that Starbucks has seemingly eliminated this committee without public disclosure or rationale. #CorpGov
Investors concerned over Starbucks U-turn on board labour oversight
Ditching of committee responsible for policies and practices related to labour relations could weaken oversight, investors warn.
www.responsible-investor.com
January 23, 2026 at 8:51 PM
Starbucks has seemingly dissolved without notice a board committee that oversees labor relations and environmental and social initiatives, potentially opening the company up to legal and reputational risks. #CorpGov #LaborRights
Investors Scold Starbucks After Labor Committee Vanishes (1)
Investors are worried Starbucks has dissolved without notice a board committee that oversees labor relations and environmental and social initiatives, which they said could open the company to legal a...
news.bloomberglaw.com
January 22, 2026 at 8:41 PM
The SOC Investment Group joins other investors in expressing concern over the Starbucks Board's oversight of labor relations, as well as the apparent removal of the Environmental, Partner, and Community Impact Board Committee (EPCI Committee). #CorpGov #LaborRights
SOC Investment Group joins other investors expressing concern over Starbucks Board oversight of labor relations and elimination of EPCI Committee — SOC Investment Group
Read the full letter here.
www.socinvestmentgroup.com
January 22, 2026 at 6:47 PM
The right to file shareholder proposals has long been established. Recent changes to the SEC no action process not only impinge on this right, but are leading to increased uncertainty for all those involved. We appreciate CII support of returning to a more predictable process. #ShareholderRights
🧵 CII is urging the SEC to reverse its new stance on no-action requests, which could weaken a long-standing shareholder right central to strong corporate governance.
January 14, 2026 at 8:56 PM
Apple and Google warn workers on visas to avoid traveling outside of the U.S. as the Trump administration toughens vetting of visa applicants. Changes in visa and immigration policies have both employees and employers concerned about foreign workers' ability to return to the U.S. #corpgov
Apple, Google tell workers on visas to avoid leaving the U.S. amid Trump immigration crackdown
With months-long consulate and embassy delays being reported, the two tech companies say staying put in the U.S. right now could prevent workers from getting stranded in their home countries.
www.npr.org
December 22, 2025 at 9:31 PM
Around 70% of agriculture workers in the U.S. are foreign-born. The SOC Investment group has filed a shareholder proposal at Walmart requesting that the company detail how new immigration policies impact its supply chains. 59.7% of Walmart’s net sales in 2025 were from groceries bit.ly/4avbW82
December 22, 2025 at 8:58 PM
Long but good read on the Starbucks $SBUX turnaround plan and ongoing labor strikes #LaborRights #CorpGov
How America Turned on Starbucks
In the ’90s, it became a once-in-a-generation success. What happened?
slate.com
December 22, 2025 at 4:28 PM
Amazon is the #1 sponsor of H-1B visas, Alphabet and Walmart are among the top 10 sponsors. With the Trump administration raising the fee for H-1B applicants from $215 to $100,000, the SOC Investment Group has requested these companies disclose how they plan to navigate these fees: bit.ly/3MPN5BN
December 19, 2025 at 4:32 PM
"The availability of labor that's skilled in the area... is really critical to the long term performance of a company. If they're not able to keep up with consumer demand or competition because they're not able to hire the right people, it poses a threat to the company's value over the long term."
Exclusive: Amazon, Walmart shareholder pushes firms to report impact of Trump's immigration policies
A union-aligned investment group sent letters to Amazon, Walmart and Alphabet on Wednesday, asking how U.S. President Donald Trump's immigration policies were impacting their finances and supply chain...
www.reuters.com
December 18, 2025 at 8:53 PM
Reposted by SOC Investment Group
A union-aligned investment group sent letters to Amazon, Walmart and Alphabet on Wednesday, asking how U.S. President Donald Trump's immigration policies were impacting their finances and supply chains, according to the documents seen by Reuters.
Exclusive: Amazon, Walmart shareholder pushes firms to report impact of Trump's immigration policies
A union-aligned investment group sent letters to Amazon, Walmart and Alphabet on Wednesday, asking how U.S. President Donald Trump's immigration policies were impacting their finances and supply chains, according to the documents seen by Reuters.
reut.rs
December 18, 2025 at 12:30 AM
The SOC Investment Group has filed shareholder proposals at Alphabet, Amazon, and Walmart requesting the Board of Directors to provide a report on how U.S. immigration policy impacts each company's operations, finances, and supply chains. #CorpGov
Responsible Investing — SOC Investment Group
www.socinvestmentgroup.com
December 18, 2025 at 3:40 PM
Shareholders shouldn't count their chickens before they hatch. Since Niccol left Chipotle in August 2024, its share price has fallen 37.8%. Currently, Chipotle shares trade at the same price they were trading at in the summer of 2021. If turnaround is only temporary, is the price tag worth it?
Opinion | Starbucks’s CEO was paid $95 million. It could be worth every cent.
Brian Niccol’s compensation history reflects a turnaround skill that can mean billions of dollars.
www.washingtonpost.com
December 12, 2025 at 8:27 PM
Starbucks is currently facing the longest strike in company history, and it is poised to spread further still.

Check out our webinar on what investors need to know about the Starbucks strike, featuring perspectives from investors, an industrial relations expert, and Starbucks workers.
Starbucks ULP Strike – What Investors Need to Know — SOC Investment Group
www.socinvestmentgroup.com
December 4, 2025 at 6:56 PM
Starbucks Workers United says many members struggle to make ends meet with inconsistent hours that can be the difference between qualifying for benefits and going without. The union has repeatedly asked $SBUX to return to bargaining after the company's last proposal failed to address these concerns.
Unionized Starbucks baristas prepared to go on strike next week amid long contract standoff
Unionized Starbucks baristas have voted overwhelmingly to authorize their leaders to call a strike as soon as next week if contract talks do not make progress.
www.latimes.com
November 13, 2025 at 6:07 PM
Insiders at Tesla make up a significant amount of the vote share. CEO Elon Musk holds 15% of shares and was able to vote with them for the first time at the recent $TSLA AGM. Without these insiders, the dissent among shareholders for the controversial ballot items looks very different. #corpgov
November 12, 2025 at 4:39 PM
Twenty-six U.S. senators and 82 House representatives have written to Starbucks to urge the company to resume talks with its workers union, warning of a potential return to union busting by the company. #laborrights
US lawmakers urge Starbucks CEO to restart union talks
Twenty-six U.S. senators and 82 House representatives have written to Starbucks CEO Brian Niccol, urging the company to resume talks with its workers union, the lawmakers said on Monday.
www.reuters.com
November 11, 2025 at 8:29 PM
Starbucks Workers United prepares to strike next week. The union is still waiting for Starbucks to come back with a contract that properly addressed the union's concerns over pay, staffing, and the many labor complaints Starbucks has accumulated. #laborrights
Starbucks Baristas are Ready to Strike
Liz Marshall, a senior at Winnacunnet High School in Hampton, wakes early each day so she can get in her morning workout and be ready for school by 6:30 a.m.
indepthnh.org
November 10, 2025 at 2:35 PM
Reposted by SOC Investment Group
Solidarity with @sbworkersunited.org!

Starbucks releases their holiday menu today—but as a long-term shareholder, my office implores the company to offer something better than a Peppermint Mocha.

Time to restart negotiations and promptly reach a fair contract with its workers.
BREAKING: After months of stonewalling by Starbucks, unionized baristas just voted 92% to authorize a ULP strike unless Starbucks finalizes fair contracts & stops union busting.

If forced, our baristas will strike in dozens of cities on November 13 – the company's busiest sales day of the year.
Starbucks unionized workers say they'll strike on Nov. 13 if coffee giant doesn't finalize contract
Union members say they are ready to strike on the chain's Red Cup Day if Starbucks doesn't finalize a contract with their union by then.
www.cbsnews.com
November 6, 2025 at 2:29 PM
After a tumultuous two years at Starbucks, investors want to see stability and a clear path forward for the coffee chain. But as @sbworkersunited.org prepares to strike on Red Cup Day due to Starbucks refusing to offer a sufficient contract, instability and possible brand damage seem likely.
www.thestreet.com
November 7, 2025 at 7:28 PM
Tesla's board claims only CEO Elon Musk can meet their intended performance goals, and he will be incentivized to meet them with a controversial $1 trillion #execpay package. Musk has spent much of his time this year away from $TSLA, between running DOGE or developing xAI. #corpgov
Tesla Is Obsessed With Musk’s Pay Package. Musk Is Obsessed With AI.
Musk’s focus on winning the artificial-intelligence arms race leads to long hours at xAI. Employees were compelled to turn over biometric data to develop controversial avatars.
www.wsj.com
November 6, 2025 at 8:24 PM
“The arena of executive compensation will unhappily face a new frontier of exactly how absurdly much the CEO could be paid" if the unprecedented $1 trillion #execpay package for Tesla CEO Elon Musk passes. Is this ground that investors are willing to break? #corpgov
Elon Musk’s ultimatum to Tesla: Make me a trillionaire or I may leave
A proposed pay package could make Tesla CEO Elon Musk the world’s first trillionaire, but it faces resistance from shareholders and critics who say it’s unearned.
www.washingtonpost.com
November 6, 2025 at 6:28 PM
Tesla CEO Elon Musk has said that his unprecedented $1 trillion #execpay package is about control of Tesla, not money. But with unchecked power and numerous start up distractions, investors should question if Musk would really work harder for the power they are being asked to hand over. #corpgov
Would Elon Musk Work Harder for $1 Trillion Than $1 Billion?
www.nytimes.com
November 6, 2025 at 2:53 PM
As we go into Tesla’s 2025 annual meeting, investors should keep an eye out for the level of independent shareholder support on all the agenda items, but especially director elections and the #execpay package. #corpgov
November 5, 2025 at 10:31 PM
Starbucks Workers United @sbworkersunited.org has authorized a strike to start next week after Starbucks failed to provide the union with an improved contract proposal. The contract was supposed to be finalized last year. Investors should be watching $SBUX and its response closely #laborrights
Fed-Up Starbucks Baristas Prep 'Biggest Strike We've Ever Been On’
The coffee chain’s US employees began unionizing four years ago and are still trying to secure a contract.
www.bloomberg.com
November 5, 2025 at 9:34 PM
Tesla is proposing a $1 trillion pay package to incentivize CEO Elon Musk to stay focused on Tesla, while Musk has threatened to leave if it does not pass. But if everything at $TSLA is relying on Musk for success, what happens the next time he's distracted by a project like DOGE or X? #corpgov
www.reuters.com
November 5, 2025 at 7:23 PM