Weekly Digest

H Partners Challenges Harley-Davidson (HOG) Leadership, Seeks CEO Change and Stronger Governance via Withhold Campaign

H Partners Slams Harley-Davidson (NYSE: HOG) Leadership, Urges Shareholders to Withhold Votes From Zeitz and Long-Tenured Directors Over Governance and Value Destruction

Keros Therapeutics (KROS) Faces ADAR1 Capital Letter Alleging Fiduciary Breaches Amid Strategic Alternatives Review

ADAR1 Capital Challenges Keros Therapeutics (NASDAQ: KROS) Board Over Poison Pill, Strategic Review, and Nomination Block

Phillips 66 (PSX) Faces Elliott’s Criticism Over Peer Benchmarking, Governance, and Underperformance

Elliott Slams Phillips 66 (PSX) for Flawed TSR Calculations, Demands Accountability from CEO Mark Lashier

Ortelius Advisors Pushes for Board Overhaul at Brookdale Senior Living (BKD) After Stock Underperformance and CEO Exit

Ortelius Advisors Targets Brookdale Senior Living (NYSE: BKD) Board With Director Slate, Citing Years of Value Destruction and Strategic Missteps

BML Capital Presses ESSA Pharma (EPIX) for Shareholder Payout via Liquidation, Sale, or Special Dividend

BML Capital Urges ESSA Pharma (NASDAQ: EPIX) to Pursue Liquidation or Cash Return Amid Market Challenges

National Health Investors (NHI) Faces Land & Buildings’ Challenge Over “Country Club” Board and Poor Oversight

Land & Buildings Presses National Health Investors (NHI) on Board Governance, Calls for Director Refresh

H Partners Presses for Change at Harley-Davidson (HOG), Urges Shareholders to Withhold Votes from Zeitz, Linebarger, and Levinson over Underperformance and Poor Oversight

Harley-Davidson (HOG): H Partners Launches Withhold Campaign, Targets CEO Jochen Zeitz and Board for Governance Failures, Succession Missteps, and $2B Value Destruction

Dynavax (DVAX) Faces Proxy Contest as Deep Track Capital Seeks Governance Change and Sharper Focus on Heplisav Growth