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Topic

Shareholder Engagement

68 published works

  1. The CLS Blue Sky Blog

    Weil Discusses How New SEC Staff Guidance May Ease Constraints on Shareholder Engagement for Schedule 13G Filers

    By Martinyerovi

    On September 2, 2026, the staff of the SEC’s Division of Corporation Finance issued three new interpretations addressing when a shareholder reporting beneficial ownership on Schedule 13G may engage with…

  2. Known Trends

    Corp Fin Adds Three CFIs on Shareholder Engagement and Schedule 13G Eligibility

    By Wilson Sonsini

    On September 2, 2026, the staff of the Division of Corporation Finance published three new Corporation Finance Interpretations (CFIs) clarifying when a shareholder’s engagement with an issuer will not disqualify…

  3. Public Company Advisory Blog

    SEC Staff Clarifies Schedule 13G Implications of Shareholder Engagement

    By Publisher

    On September 2, 2026, the staff of the Securities and Exchange Commission’s Division of Corporation Finance issued three new Exchange Act Sections 13(d) and 13(g) and Regulation 13D-G Beneficial Ownership…

  4. The CLS Blue Sky Blog

    Morrison & Foerster Discuss SEC Proposal Scaling Back Executive Compensation Disclosure for Most Public Companies

    By Crescent Chasteen, Yuan Xia, Sarah Doberneck

    On May 19, 2026, the Securities and Exchange Commission (“SEC”) released proposed amendments (Release No. 33‑11419) that it has described as the most significant overhaul of public company reporting in…

  5. The CLS Blue Sky Blog

    Paul Weiss Discusses Semiannual Reporting, Potential Flexibility, and Practical Realities

    By Scott A. Barshay, James E. Langston, Carmen X. Lu

    Early last month, the U.S. Securities and Exchange Commission (the “SEC”) released proposed rules to allow U.S. public companies to report their financial statements on a semiannual instead of quarterly…

  6. The CLS Blue Sky Blog

    Opening History’s Shareholder Activism Black Box

    By Brian Cheffins

    Though shareholder activism is a pivotally important corporate governance topic, historical analysis of shareholder engagement with publicly traded companies has generally been cursory.  In a recent paper I do much…

  7. Enhanced Scrutiny

    Shareholder Engagement in Flux: Recent Developments and Practical Implications

    By Justin C. Nowell, Sonia Gupta Barros, Andrea L. Reed, Katie Klaben, Katie LaVoy, Sara M. Von Althann

    Evolving regulatory and market dynamics are reshaping the shareholder engagement landscape with an impact on the 2026 proxy season and beyond. The Securities and Exchange Commission’s (“SEC”) recent announcement regarding…

  8. Cleary M&A and Corporate Governance Watch

    Shareholder Engagement: Is the Power of Proxy Advisors and Institutional Investors Shifting?

    By Lillian Tsu, Shuangjun Wang

    The following is part of our annual publication Selected Issues for Boards of Directors in 2026. Explore all topics or download the PDF. Proxy advisory firms—principally ISS and Glass Lewis—and large institutional investors, such…

  9. Cleary M&A and Corporate Governance Watch

    Rethinking Compensation Disclosure

    By Michael J. Albano, Julia L. Petty, Julia M. Rozenblit, Gretchen Dougherty

    The following is part of our annual publication Selected Issues for Boards of Directors in 2026. Explore all topics or download the PDF. A number of changes to executive compensation disclosure may occur in…

  10. The Securities Edge

    Some Modest Proposals (about Proposals)

    By Robert B. Lamm

    I’m not referring to the kind of proposal at the right; rather, I’m referring to shareholder proposals – one of the topics of a recent Executive Order signed by our…