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EXPLAINED: Isaac perlmutter | Vintage Vibes

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

Bob Iger Claims Victory in Disney Proxy Battle

Shareholders vote down Trian, Blackwells nominees

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Cost-Cutting Gives Disney an Earnings Boost in Quarter

Core Disney Plus subs down, DTC losses decline, ESPN DTC version coming in fall 2025

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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

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

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

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.

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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.

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