Andrew R. Droste
@droste.bsky.social
#CorpGov including intersection w/ climate, social policy | rules/regs, shareholder proposals, activism/proxy contests | #ESG data | personal acct per DoDI 5400.17 (posts are my own)
https://corpgov.substack.com
https://www.linkedin.com/in/andrewdroste
https://corpgov.substack.com
https://www.linkedin.com/in/andrewdroste
Reposted by Andrew R. Droste
When you take out execs & board members' shares voted - investor support for Elon Musk's $1 trillion 2025 pay plan was lower than for his $56 billion 2018 CEO pay plan. . . www.cnbc.com/2025/11/10/t...
Tesla investor support for Elon Musk's massive pay plan was lower in 2025 than in 2018
Tesla CEO Elon Musk received less support from shareholders for his trillion-dollar pay plan than he did when his prior package was put up for a vote.
www.cnbc.com
November 11, 2025 at 1:45 AM
When you take out execs & board members' shares voted - investor support for Elon Musk's $1 trillion 2025 pay plan was lower than for his $56 billion 2018 CEO pay plan. . . www.cnbc.com/2025/11/10/t...
Reposted by Andrew R. Droste
this is great. Musk's new pay package would have passed without considering insider votes, but by a lot less.
The Tesla AGM results (with non-insider vote calculations, to boot)
#CorpGov #ExecPay #CEOpay
open.substack.com/pub/corpgov/...
#CorpGov #ExecPay #CEOpay
open.substack.com/pub/corpgov/...
Tesla AGM
Parsing the AGM vote results (so you don't have to)
open.substack.com
November 8, 2025 at 7:55 PM
this is great. Musk's new pay package would have passed without considering insider votes, but by a lot less.
The Tesla AGM results (with non-insider vote calculations, to boot)
#CorpGov #ExecPay #CEOpay
open.substack.com/pub/corpgov/...
#CorpGov #ExecPay #CEOpay
open.substack.com/pub/corpgov/...
Tesla AGM
Parsing the AGM vote results (so you don't have to)
open.substack.com
November 8, 2025 at 7:49 PM
The Tesla AGM results (with non-insider vote calculations, to boot)
#CorpGov #ExecPay #CEOpay
open.substack.com/pub/corpgov/...
#CorpGov #ExecPay #CEOpay
open.substack.com/pub/corpgov/...
November 6, 2025 at 9:55 PM
Proxy advisor ISS recommends Tesla shareholders oppose Elon Musk $1 trillion pay plan www.cnbc.com/2025/10/17/p...
October 18, 2025 at 3:01 AM
Proxy advisor ISS recommends Tesla shareholders oppose Elon Musk $1 trillion pay plan www.cnbc.com/2025/10/17/p...
October 18, 2025 at 2:05 AM
Regenerative agriculture shareholder proposal at General Mills garners an impressive 28% support
#CorpGov #RegenAg
#CorpGov #RegenAg
Mr. CorpGov (@corpgov)
Regenerative agriculture shareholder proposal at General Mills garners an impressive 28% support
#CorpGov #RegenAg
substack.com
October 4, 2025 at 4:58 AM
FedEx $FDX AGM results
• low Say-on-Pay support (63%)
• Independent chair shareholder proposal receives 42.5% support
#CorpGov #ExecPay #CEOpay
• low Say-on-Pay support (63%)
• Independent chair shareholder proposal receives 42.5% support
#CorpGov #ExecPay #CEOpay
Mr. CorpGov (@corpgov)
FedEx $FDX AGM results
• low Say-on-Pay support (63%)
• Independent chair shareholder proposal receives 42.5% support
#CorpGov #ExecPay #CEOpay
substack.com
October 2, 2025 at 10:58 PM
"The ultimate weakness of violence is that it is a descending spiral, begetting the very thing it seeks to destroy. Instead of diminishing evil, it multiplies it.
…
Darkness cannot drive out darkness; only light can do that. Hate cannot drive out hate; only love can do that."
…
Darkness cannot drive out darkness; only light can do that. Hate cannot drive out hate; only love can do that."
September 10, 2025 at 8:05 PM
"The ultimate weakness of violence is that it is a descending spiral, begetting the very thing it seeks to destroy. Instead of diminishing evil, it multiplies it.
…
Darkness cannot drive out darkness; only light can do that. Hate cannot drive out hate; only love can do that."
…
Darkness cannot drive out darkness; only light can do that. Hate cannot drive out hate; only love can do that."
Corp Lov is suboptimal Corp Gov
Nestle dismisses CEO Freixe after romantic relationship with staffer
Nestle has abruptly dismissed its CEO Laurent Freixe for failing to disclose a romantic relationship with a subordinate, the Swiss food giant said on Monday, a dramatic removal a year after he took the reins.
www.reuters.com
September 1, 2025 at 7:41 PM
Corp Lov is suboptimal Corp Gov
I think what’s really interesting in this situation is the Board skills composition – and, remember, this is a self-disclosed qual data set.
The point: the GVT/pub policy skill/experience line item is lower as a % of the full composition of the board at Intel relative to certain strategic peers
The point: the GVT/pub policy skill/experience line item is lower as a % of the full composition of the board at Intel relative to certain strategic peers
The simplest answer is, Tan is not the board. The board makes the decision, and they're presumed to be independent of Tan.
Question for my lawyer friends: how does Intel escape a shareholder derivative suit alleging that the board and CEO breached their fiduciary duty when, in Trump’s words, Tan “walked in wanting to keep his job, and [] ended up giving us $10 billion”?
August 23, 2025 at 2:32 PM
I think what’s really interesting in this situation is the Board skills composition – and, remember, this is a self-disclosed qual data set.
The point: the GVT/pub policy skill/experience line item is lower as a % of the full composition of the board at Intel relative to certain strategic peers
The point: the GVT/pub policy skill/experience line item is lower as a % of the full composition of the board at Intel relative to certain strategic peers
HPE enters into Cooperation Agreement with Elliott. New director added, will chair newly formed Strategy Committee
#CorpGov
#CorpGov
Mr. CorpGov (@corpgov)
HPE enters into Cooperation Agreement with Elliott. New director added, will chair newly formed Strategy Committee
https://capedge.com/filing/1645590/0001645590-25-000081/HPE-8K
#CorpGov
substack.com
July 16, 2025 at 12:15 PM
HPE enters into Cooperation Agreement with Elliott. New director added, will chair newly formed Strategy Committee
#CorpGov
#CorpGov
This app FINALLY has post notifications… let’s go!!
July 13, 2025 at 2:19 AM
This app FINALLY has post notifications… let’s go!!
Low director support (59% support for Michael L. Speiser) and failed Say-on-Pay proposal (30%) at $SNOW Snowflake
#CorpGov #ExecPay #CEOpay
#CorpGov #ExecPay #CEOpay
Mr. CorpGov on Substack
Low director support (59% support for Michael L. Speiser) and failed Say-on-Pay proposal (30%) at $SNOW Snowflake
#CorpGov #ExecPay #CEOpay
substack.com
July 3, 2025 at 8:16 PM
Reposted by Andrew R. Droste
I think it’s really important, when considering what we’re investing in for the future of decarbonization, to consider that techs depending on cooling water might simply be seasonally unviable under future climate conditions
French nuclear power plant has to close during intense heat wave, because temperatures in the river that provides cooling water are too high.
EDF shuts down Golftech nuclear plant due to high river temperature
French utility EDF said it shut down the No. 1 reactor at the Golftech nuclear power plant in southwestern France late on Sunday, ahead of an anticipated rise in the temperature of the Garonne river that supplies the plant's cooling water.
www.reuters.com
July 2, 2025 at 12:31 PM
I think it’s really important, when considering what we’re investing in for the future of decarbonization, to consider that techs depending on cooling water might simply be seasonally unviable under future climate conditions
Reposted by Andrew R. Droste
Big thank you to @droste.bsky.social, aka 'Mr. Corp Gov' for his expert reporting throughout 2025 proxy season!
#DEI #Diversity #CorpGov
bsky.app/profile/dros...
#DEI #Diversity #CorpGov
bsky.app/profile/dros...
0.4% support for the anti-DE&Ireport on affirmative action risks” shareholder proposal at Mastercard $MA
#Diversity #DEI #CorpGov
#Diversity #DEI #CorpGov
Mr. CorpGov on Substack
0.4% support for the anti-DE&Ireport on affirmative action risks” shareholder proposal at Mastercard $MA
#diversity #DEI #CorpGov
substack.com
June 27, 2025 at 4:24 PM
Big thank you to @droste.bsky.social, aka 'Mr. Corp Gov' for his expert reporting throughout 2025 proxy season!
#DEI #Diversity #CorpGov
bsky.app/profile/dros...
#DEI #Diversity #CorpGov
bsky.app/profile/dros...
Reposted by Andrew R. Droste
New Shareholder Primacy podcast. This week, @activistinvestor.bsky.social talks to @droste.bsky.social of Columbia Threadneedle. Here at Apple:
podcasts.apple.com/us/podcast/a...
podcasts.apple.com/us/podcast/a...
Andrew Droste, Columbia Threadneedle
Podcast Episode · Shareholder Primacy · 06/25/2025 · 38m
podcasts.apple.com
June 25, 2025 at 9:51 AM
New Shareholder Primacy podcast. This week, @activistinvestor.bsky.social talks to @droste.bsky.social of Columbia Threadneedle. Here at Apple:
podcasts.apple.com/us/podcast/a...
podcasts.apple.com/us/podcast/a...