iiinova — where your digital self keeps evolving

Ann Monster Lipton @annmlipton.bsky.social · 02/10/2026

Reposted by @activistinvestor.bsky.social

New Shareholder Primacy podcast! This week, me and @activistinvestor.bsky.social interview Stavros Gadinis about his forthcoming book, Corporate Ordering: How Corporations Navigate Social Conflict. Here at Apple: podcasts.apple.com/us/podcast/s...

Stavros Gadinis, University of California - Berkeley, “Corporate Ordering”

Podcast Episode · Shareholder Primacy · October 2 · 43m

Ann Monster Lipton @annmlipton.bsky.social · 23/09/2026

Reposted by @activistinvestor.bsky.social

New Shareholder Primacy podcast! In another epic crossover with Matt Moscardi and Business Pants/Proxy Countdown, me and @activistinvestor.bsky.social talk about the SEC's proposal to rescind 14a-8 and amend 14a-4. Here at Apple: podcasts.apple.com/us/podcast/t...

The new SEC proposal rules

Podcast Episode · Shareholder Primacy · September 23 · 49m

Ann Monster Lipton @annmlipton.bsky.social · 16/09/2026

Reposted by @activistinvestor.bsky.social

In light of the SEC's proposal today to repeal Rule 14a-8, just a reminder that @activistinvestor.bsky.social and I talked about this very possibility and the likely fallout on the Shareholder Primacy podcast. Apple: podcasts.apple.com/us/podcast/m...

Mailbag, Rule 14a-8 Edition

Podcast Episode · Shareholder Primacy · September 9 · 51m

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Ben Waber @bwaber.bsky.social · 10/09/2026

First was a great discussion between @annmlipton.bsky.social and @activistinvestor.bsky.social on various aspects of SEC rule 14a-8 on the Shareholder Primacy podcast youtu.be/KNjEESNwNdI?...

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Mailbag, Rule 14a-8 Edition

Ann Monster Lipton @annmlipton.bsky.social · 26/08/2026

Reposted by @activistinvestor.bsky.social

Shareholder Primacy podcast is back! This week, me and @activistinvestor.bsky.social talk about the Intel shareholder lawsuit challenging the government's 10% stake, and a truly wild activist intervention at Voya Financial. Here at Spotify: open.spotify.com/episode/2A4g...

open.spotify.com

Intel fiduciary duty, Voya no-confidence vote

Shareholder Primacy · Episode

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Ann Monster Lipton @annmlipton.bsky.social · 22/07/2026

New Shareholder Primacy podcast! Me and @activistinvestor.bsky.social talk about Trump Media's plan to sell access to its data feed, and recent SEC guidance on disclosure rules for (some) activists. Here at Apple: podcasts.apple.com/us/podcast/s...

STOCK Act, Activist SPV Disclosures

Podcast Episode · Shareholder Primacy · July 22 · 50m

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Ann Monster Lipton @annmlipton.bsky.social · 08/07/2026

New Shareholder Primacy podcast! Me and @activistinvestor.bsky.social join Proxy Countdown for a very special crossover episode. Here at Apple: podcasts.apple.com/us/podcast/p...

Podcast Episode · Shareholder Primacy · July 8 · 1h 20m

Proxy Season Crossover

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Ann Monster Lipton @annmlipton.bsky.social · 24/06/2026

New Shareholder Primacy podcast! Me and @activistinvestor.bsky.social talk about private ordering in corporate relationships. Here at Apple: podcasts.apple.com/us/podcast/p...

Podcast Episode · Shareholder Primacy · June 24 · 42m

Private Ordering

Ben Waber @bwaber.bsky.social · 23/06/2026

Reposted by @activistinvestor.bsky.social

First was a fascinating discussion between friends of the playlist @annmlipton.bsky.social and @activistinvestor.bsky.social on the recent US Supreme Court decision around closed-end funds on the Shareholder Primacy podcast youtu.be/nJ4jOEzyvm0?... (2/6)

youtu.be

Closed-End Funds at the US Supreme Court

Ann Monster Lipton @annmlipton.bsky.social · 18/06/2026

Reposted by @activistinvestor.bsky.social

New Shareholder Primacy podcast! Me and @activistinvestor.bsky.social talk about FS Credit Opportunities v. Saba Capital, just decided by the Supreme Court. podcasts.apple.com/us/podcast/c...

Closed-End Funds at the US Supreme Court

Podcast Episode · Shareholder Primacy · June 17 · 46m

173

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Ben Waber @bwaber.bsky.social · 28/05/2026

First was an immensely enjoyable conversation between @annmlipton.bsky.social and @activistinvestor.bsky.social on, of course, the corporate governance and financial nightmare that is the SpaceX IPO on the Shareholder Primacy podcast. Highly recommend www.youtube.com/watch?v=2wkj... (2/4)

SpaceX IPO

Ann Monster Lipton @annmlipton.bsky.social · 27/05/2026

Reposted by @activistinvestor.bsky.social

You'll never guess what @activistinvestor.bsky.social and me talk about on this week's Shareholder Primacy podcast. Here at Apple: podcasts.apple.com/us/podcast/s...

Podcast Episode · Shareholder Primacy · May 27 · 52m

SpaceX IPO

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Ann Monster Lipton @annmlipton.bsky.social · 20/05/2026

New Shareholder Primacy podcast! This week, me and @activistinvestor.bsky.social talk with Jeff Mahoney of the Council of Institutional Investors: podcasts.apple.com/us/podcast/j...

Jeff Mahoney, Council of Institutional Investors

Podcast Episode · Shareholder Primacy · May 20 · 1h 15m

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Ann Monster Lipton @annmlipton.bsky.social · 06/05/2026

New Shareholder Primacy podcast! Me and @activistinvestor.bsky.social talk about the new Delaware Supreme Court decision on challenging advance notice bylaws, and about the latest "zero slate" proxy contest at Nexstar. Here at Apple: podcasts.apple.com/us/podcast/c...

Challenging advance notice bylaws, precatory proposal proxy solicitation

Podcast Episode · Shareholder Primacy · May 6 · 41m

Ann Monster Lipton @annmlipton.bsky.social · 29/04/2026

Reposted by @activistinvestor.bsky.social

New Shareholder Primacy podcast is up! This week, @activistinvestor.bsky.social and I talk about the leaks regarding the SpaceX IPO, and about how boards think about director independence. Here at Apple: podcasts.apple.com/us/podcast/s...

SpaceX leaks, independent directors

Podcast Episode · Shareholder Primacy · April 29 · 36m

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Ann Monster Lipton @annmlipton.bsky.social · 15/04/2026

New Shareholder Primacy podcast! @activistinvestor.bsky.social and I talk about how proxy voting works, with the recent annual meeting at Starbucks as an example. Here at Apple: podcasts.apple.com/us/podcast/h...

How proxy votes worked at SBUX

Podcast Episode · Shareholder Primacy · April 15 · 41m

162

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Ann Monster Lipton @annmlipton.bsky.social · 08/04/2026

New Shareholder Primacy podcast! This week, me and @activistinvestor.bsky.social talk about Trillium's shareholder proposal dustup at BJ's Wholesale Club, and activism at Snap. Here at Apple: podcasts.apple.com/us/podcast/p...

Precatory proposal at BJ, activism at SNAP

Podcast Episode · Shareholder Primacy · April 8 · 38m

172

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Ann Monster Lipton @annmlipton.bsky.social · 01/04/2026

New Shareholder Primacy podcast! Me and @activistinvestor.bsky.social talk about recent developments at the SEC. (Though we recorded before the Chubb opinion came down) Here at Apple: podcasts.apple.com/us/podcast/w...

What’s going on at the SEC

Podcast Episode · Shareholder Primacy · April 1 · 52m

171

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Ann Monster Lipton @annmlipton.bsky.social · 11/03/2026

New Shareholder Primacy podcast! Me and @activistinvestor.bsky.social talk about EngageSmart, and proxy advisors and executive comp. Here at Apple: podcasts.apple.com/us/podcast/a...

Another controller lawsuit; proxy advisors and exec comp

Podcast Episode · Shareholder Primacy · March 11 · 43m

Ann Monster Lipton @annmlipton.bsky.social · 25/02/2026

Reposted by @activistinvestor.bsky.social

New Shareholder Primacy podcast! Me and @activistinvestor.bsky.social talk about proposed state regulation of proxy advisors. Here at Apple: podcasts.apple.com/us/podcast/s...

State regulation of proxy advisors

Podcast Episode · Shareholder Primacy · February 25 · 36m

Ann Monster Lipton @annmlipton.bsky.social · 18/02/2026

Reposted by @activistinvestor.bsky.social

New Shareholder Primacy podcast! This week, me and @activistinvestor.bsky.social talk about the latest Warner/Netflix/Paramount developments (okay, fine, latest as of Sunday afternoon when we recorded), and a(nother) securities fraud case against Elon Musk. Here at Apple:

Musk securities fraud; Warner Brothers Discovery update

Podcast Episode · Shareholder Primacy · 02/18/2026 · 37m

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Ben Waber @bwaber.bsky.social · 29/01/2026

First was a great conversation between @activistinvestor.bsky.social and @annmlipton.bsky.social breaking down the twisted soap opera/legal drama that is the Warner Brothers Discovery M&A process on the Shareholder Primacy podcast www.youtube.com/watch?v=ypdm... (2/5)

Warner Brothers Discovery

Ann Monster Lipton @annmlipton.bsky.social · 28/01/2026

Reposted by @activistinvestor.bsky.social

New Shareholder Primacy podcast! This week, me and @activistinvestor.bsky.social talk about the competing bids by Paramount and Netflix for Warner Bros. Here at Apple: podcasts.apple.com/us/podcast/w...

Warner Brothers Discovery

Podcast Episode · Shareholder Primacy · 01/28/2026 · 45m

131

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Ann Monster Lipton @annmlipton.bsky.social · 17/12/2025

A very special Shareholder Primacy podcast! Me and @activistinvestor.bsky.social close out the year with a crossover episode with our sister pod, Proxy Countdown, featuring Matt Moscardi and Damion Rallis of @freefloat.bsky.social. Here at Apple: podcasts.apple.com/us/podcast/2...

2026 Predictions with Matt Moscardi + Damion Rallis of the Proxy Countdown podcast

Podcast Episode · Shareholder Primacy · 12/17/2025 · 1h 3m

163

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Ben Waber @bwaber.bsky.social · 04/12/2025

Next was an amazing discussion between @annmlipton.bsky.social & @activistinvestor.bsky.social on how and why proxy advisors ISS and Glass Lewis are nerfing their offerings & the possible effects on activism on the Shareholder Primacy podcast. Highly recommend www.youtube.com/watch?v=C3rw... (5/10)

Proxy Advisors and Activism

Ann Monster Lipton @annmlipton.bsky.social · 03/12/2025

221

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New Shareholder Primacy podcast! Me and @activistinvestor.bsky.social talk about the all-of-government war on proxy advisors. Here at Apple: podcasts.apple.com/us/podcast/p...

Proxy Advisors and Activism

Podcast Episode · Shareholder Primacy · 12/03/2025 · 41m

153

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Ann Monster Lipton @annmlipton.bsky.social · 19/11/2025

New Shareholder Primacy podcast! @activistinvestor.bsky.social talks to Kyle Pinder about shareholder proposals under Delaware law. Here at Apple: podcasts.apple.com/us/podcast/k...

Kyle Pinder on shareholder proposals under Delaware law

Podcast Episode · Shareholder Primacy · 11/19/2025 · 46m

Ben Waber @bwaber.bsky.social · 13/11/2025

Reposted by @activistinvestor.bsky.social

Next was a fantastic discussion between friends of the playlist @annmlipton.bsky.social & @activistinvestor.bsky.social on the convoluted, fascinating legal & financial questions underlying the Pfizer-Novo-Metsera M&A triangle on the Shareholder Primacy Podcast www.youtube.com/watch?v=I13X... (3/8)

Legal and financial questions of Pfizer-Novo-Metsera

Ann Monster Lipton @annmlipton.bsky.social · 12/11/2025

Reposted by @activistinvestor.bsky.social

New Shareholder Primacy podcast with me and @activistinvestor.bsky.social . Pfizer, Metsera, and Novo Nordisk - what just happened? Here at Apple: podcasts.apple.com/us/podcast/l...

Legal and financial questions of Pfizer-Novo-Metsera

Podcast Episode · Shareholder Primacy · 11/12/2025 · 36m

122

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Ben Waber @bwaber.bsky.social · 06/11/2025

Next was a fantastic discussion between @annmlipton.bsky.social and @activistinvestor.bsky.social on the complex relationship between federal and state corporation law on the Shareholder Primacy podcast. Highly recommend www.youtube.com/watch?v=coOM... (3/6)

Relationship of federal and state corporation law

Ann Monster Lipton @annmlipton.bsky.social · 05/11/2025

Reposted by @activistinvestor.bsky.social

New Shareholder Primacy podcast! This week, me and @activistinvestor.bsky.social talk about the relationship of state and federal corporate law. Here at Apple: podcasts.apple.com/us/podcast/r...

Relationship of federal and state corporation law

Podcast Episode · Shareholder Primacy · 11/05/2025 · 42m

131

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Ben Waber @bwaber.bsky.social · 30/10/2025

Next was a great discussion between @annmlipton.bsky.social and @activistinvestor.bsky.social on the three year track record of universal proxy on the Shareholder Primacy podcast www.youtube.com/watch?v=xXpQ... (3/6)

Universal proxy after three years

Ann Monster Lipton @annmlipton.bsky.social · 29/10/2025

Reposted by @activistinvestor.bsky.social

New Shareholder Primacy podcast! This week, me and @activistinvestor.bsky.social talk about what's happened with the universal proxy, now three years out. Here at Apple: podcasts.apple.com/us/podcast/u...

Universal proxy after three years

Podcast Episode · Shareholder Primacy · 10/29/2025 · 36m

133

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Ann Monster Lipton @annmlipton.bsky.social · 22/10/2025

New Shareholder Primacy podcast! Me and @activistinvestor.bsky.social talk about SEC Chair Paul Atkins's Weinberg Center speech at the University of Delaware. Here at Apple: podcasts.apple.com/us/podcast/s...

Shareholder proposals and Delaware law

Podcast Episode · Shareholder Primacy · 10/22/2025 · 45m

142

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Ann Monster Lipton @annmlipton.bsky.social · 15/10/2025

Hardly the most exciting legal thing happening today but we persevere. New Shareholder Primacy podcast is up! This time, me and @activistinvestor.bsky.social talk about bylaws and majority voting at Duke Energy. Here at Apple: podcasts.apple.com/us/podcast/m...

Majority vote standards, bylaw amendments

Podcast Episode · Shareholder Primacy · 10/15/2025 · 33m

Ann Monster Lipton @annmlipton.bsky.social · 15/10/2025

Reposted by @activistinvestor.bsky.social

Happy Tornetta oral argument day to all who celebrate!

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Ben Waber @bwaber.bsky.social · 09/10/2025

Next was an engaging discussion between @annmlipton.bsky.social and @activistinvestor.bsky.social on recent notable M&A litigation and corporate personhood on the Shareholder Primacy Podcast www.youtube.com/watch?v=mTMM... (3/9)

M&A litigation, corporate personhood

Ann Monster Lipton @annmlipton.bsky.social · 08/10/2025

Reposted by @activistinvestor.bsky.social

New Shareholder Primacy podcast! Me and @activistinvestor.bsky.social talk about the new Activision decision, and whether corporations are people. Here at Apple: podcasts.apple.com/us/podcast/m...

M&A litigation, corporate personhood

Podcast Episode · Shareholder Primacy · 10/08/2025 · 32m

Ben Waber @bwaber.bsky.social · 02/10/2025

Reposted by @activistinvestor.bsky.social

Next was a fantastic conversation between @annmlipton.bsky.social and @activistinvestor.bsky.social on the SEC's new position on mandatory arbitration for securities claims and recent changes in Delaware law on the Shareholder Primacy podcast. Highly recommend www.youtube.com/watch?v=8tL8... (4/8)

Mandatory Arbitration

Ann Monster Lipton @annmlipton.bsky.social · 01/10/2025

Reposted by @activistinvestor.bsky.social

New Shareholder Primacy podcast! Me and @activistinvestor.bsky.social talk about mandatory arbitration of securities claims, which at this point is a subject that will be mentioned on my tombstone: Here at Apple: podcasts.apple.com/us/podcast/m...

Podcast Episode · Shareholder Primacy · 10/01/2025 · 44m

Mandatory Arbitration

Ann Monster Lipton @annmlipton.bsky.social · 24/09/2025

Reposted by @activistinvestor.bsky.social

New Shareholder Primacy podcast! This week, @activistinvestor.bsky.social and I talk about the proposal to eliminate quarterly reporting, and Exxon's new retail voting program. Here at Apple: podcasts.apple.com/us/podcast/q...

Podcast Episode · Shareholder Primacy · 09/24/2025 · 45m

Quarterly reporting, XOM

Ann Monster Lipton @annmlipton.bsky.social · 18/09/2025

Reposted by @activistinvestor.bsky.social

hey that's me

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Ben Waber @bwaber.bsky.social · 11/09/2025

Next was an excellent conversation w/@annmlipton.bsky.social and @activistinvestor.bsky.social on the recent mind-boggling cases of Tesla's director compensation and the new proposed pay package for Elon Musk on the Shareholder Primacy Podcast. Highly recommend www.youtube.com/watch?v=PsC-... (3/6)

TSLA director comp, AGM

Ann Monster Lipton @annmlipton.bsky.social · 10/09/2025

131

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New Shareholder Primacy podcast! Me and @activistinvestor.bsky.social talk Tesla - again! The Delaware SCt case regarding director comp, and the new proposed pay package for Musk. Here on Apple: podcasts.apple.com/us/podcast/t...

Podcast Episode · Shareholder Primacy · 09/10/2025 · 44m

TSLA director comp, AGM

Ann Monster Lipton @annmlipton.bsky.social · 03/09/2025

Reposted by @activistinvestor.bsky.social

New Shareholder Primacy podcast! Me and @activistinvestor.bsky.social answer a mailbag question about constituency statutes, and then talk Intel. Here at Apple: podcasts.apple.com/us/podcast/c...

Constituency statutes, Intel

Podcast Episode · Shareholder Primacy · 09/03/2025 · 43m

Ann Monster Lipton @annmlipton.bsky.social · 11/08/2025

Reposted by @activistinvestor.bsky.social

So ISS and Glass Lewis sued for a preliminary injunction to stop Texas's proxy advisor law from going into effect. (I posted about the law, and @activistinvestor.bsky.social and I discussed it on a podcast - links here: www.businesslawprofessors.com/2025/05/the-...) Anyhoo -

businesslawprofessors.com

The Internal Affairs Doctrine Is Getting a Workout

First up, we have a couple of cases out of the New York Court of Appeals, Eccles v Shamrock Capital Advisors, LLC, 245 N.E.3d 1110 (N.Y. 2024), and

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Ben Waber @bwaber.bsky.social · 07/08/2025

First was a great discussion between @annmlipton.bsky.social and @activistinvestor.bsky.social on the legal machinations around Elon Musk's new pay package, as well as interpreting the thumping defeat of recent anti-CSR proposals www.youtube.com/watch?v=tdXP... (2/4)

Musk’s pay, plus ESG and Anti-ESG Proposals

Ben Waber @bwaber.bsky.social · 24/07/2025

Reposted by @activistinvestor.bsky.social

First was a fantastic conversation w/@annmlipton.bsky.social & @activistinvestor.bsky.social on Paramount's recent shady dealings and Caremark violations and Cracker Barrel's fascinating advance notice bylaws on the Shareholder Primacy podcast. Highly recommend www.youtube.com/watch?v=mXIm... (2/7)

Paramount and Caremark violations, CBRL advance notice bylaws