The Jasper Street Monthly: March 2026

Apr 7

Investor engagement themes are crystallizing, with recent governance conferences offering a clearer picture of what shareholders will prioritize heading into the season.
Nomination deadlines passed and proxy statements were filed, forcing boards to settle or fight. Elliott, Impactive, and Starboard were all active — and the common thread was clear: early engagement led to better outcomes.
Shareholder proposal exclusions are facing more pushback, with proponents filing additional lawsuits and publicly framing certain exclusions as suppressing the shareholder voice.
Pro-ESG proposal filings appear to have stabilized after years of decline, even as rumors circulate that the SEC may curtail or eliminate Rule 14a-8 — potentially upending the process entirely.

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March 2026