September 2026

  • The 2026 voting data from the largest investors paints a complex picture: consistency within investment firms but continued divergence across the group.

  • And the headline numbers only go so far. We dig into how top investors actually voted on Texas reincorporations and proxy contests, where their thinking may still shift, and what all of it means for off-season outreach.

  • Beyond voting, September delivered a flurry of SEC policy changes. The proposed rescission of Rule 14a-8 drew initial pushback, while issuers and investors had more mixed responses to developments on retail voting programs and 13D/G guidance.

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The Jasper Street Monthly: September 2026

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August 2026