Snowball Research · Activism

Weekly Digest

Starboard Value Pushes Dynatrace, Inc. (DT) for Margin Expansion, Accelerated Growth and Aggressive Buybacks
April 28, 2026 · 11 min read
Summer Road Pushes for Board Change at Ingles Markets, Incorporated (IMKTA), Criticizing Governance and Shareholder Representation
April 27, 2026 · 4 min read
Tice Brown Pressures Empery Digital Inc. (EMPD) Over Halted Buybacks, Criticizes Capital Allocation and Management Incentives
April 27, 2026 · 1 min read
Seer, Inc. (SEER) Faces Pressure From Activists Bradley Radoff and Michael Torok Over Buyout Proposal and Board Response
April 24, 2026 · 3 min read
WEX Inc. (WEX) Faces Proxy Fight as Impactive Capital Pushes Board Overhaul, Citing Chronic Underperformance and Governance Failures
April 20, 2026 · 1 min read
Repay Holdings Corporation (RPAY) Receives $4.80/Share Buyout Proposal from Forager Capital Management Amid Criticism of Poison Pill Adoption
April 17, 2026 · 3 min read
First Industrial Realty Trust, Inc. (FR) Faces Governance Challenge from Land & Buildings Investment Management as Activist Urges Vote Against Long-Tenured Directors
April 16, 2026 · 6 min read
Summer Road LLC Pushes Board Change at Ingles Markets, Inc. (IMKTA), Criticizing Transparency, Strategy, and Shareholder Alignment
April 15, 2026 · 2 min read
WEX Inc. (WEX) Faces Proxy Battle as Impactive Capital Pushes Board Overhaul, Citing Governance Failures and Capital Allocation Missteps
April 13, 2026 · 1 min read
Global Crossing Airlines (JETMF) Gains Support from Galloway Capital as 8.1% Stake Highlights Valuation Gap and Growth Potential
April 10, 2026 · 1 min read
WEX Inc. (WEX) Under Fire as Impactive Capital Launches Proxy Fight, Citing Severe Underperformance, Governance Failures, and Strategic Missteps
April 10, 2026 · 13 min read
Novavax, Inc. (NVAX) Faces Opposition from Shah Capital Over Board Re-Election and Executive Pay Amid Value Destruction Concerns
April 8, 2026 · 3 min read
Pointillist Family Office Urges Neuronetics, Inc. (STIM) to Pursue TMS Divestiture Amid Valuation Gap and Strategy Concerns
April 8, 2026 · 4 min read
Land & Buildings Investment Management Urges Vote Against Directors at First Industrial Realty Trust, Inc. (FR), Citing Governance Failures and Weak Capital Allocation
April 7, 2026 · 4 min read
Summer Road LLC Pressures Ingles Markets, Incorporated (IMKTA) with Director Nomination and Criticism of Capital Allocation and Shareholder Rights
April 6, 2026 · 1 min read
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