Activist investors have sharper claws—and they want board seats The Walt Disney showdown with Trian’s Nelson Peltz was the “second-wildest campaign” in 2024, according to a new report. Fortune · Jul 30, 2024
Bob Iger Claims Victory in Disney Proxy Battle Shareholders vote down Trian, Blackwells nominees Multichannel News · Apr 3, 2024
Cost-Cutting Gives Disney an Earnings Boost in Quarter Core Disney Plus subs down, DTC losses decline, ESPN DTC version coming in fall 2025 Multichannel News · Feb 7, 2024
Bob Iger Makes Deal With ValueAct To Hold Off Critics as Disney Restructures Investment fund will get confidential information and consult with Disney’s board and executives Broadcasting & Cable · Jan 3, 2024
Nelson Peltz’s Trian Officially Declares Plan To Seek Two Disney Board Seats Peltz and former Disney exec Isaac Perlmutter control 44 million shares Broadcasting & Cable · Dec 14, 2023
Disney Defends Record as Trian’s Nelson Peltz Teams Up With Former Disney Exec Isaac Perlmutter for Proxy Fight Media company rejects Trian’s request for a board seat Multichannel News · Nov 30, 2023
Months after backing an activist campaign against Bob Iger’s Disney, Marvel Entertainment chairman Ike Perlmutter is out Perlmutter's role at Marvel Studios had shrunk over the years after a 2015 restructuring by Disney CEO Bob Iger. Fortune · Mar 29, 2023
Disney board: Peltz lacks 'skills and experience', offers no 'strategic' ideas Disney also revealed that Peltz's campaign for a board seat had a surprise backer: Marvel chairman Isaac Perlmutter. Fortune · Jan 18, 2023