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With continued recent spikes in market volatility, Sodali's Capital Markets Intelligence Group can provide insightful input into your trading activity.
Our CMI group offers a Pre-Record Date Shareholder Profile Analysis designed to mitigate potential risk prior to your 2026 Annual Meeting solicitation window. Our program is designed to provide a clear and current snapshot of your evolving shareholder profile, leading up to your Record Date, to uncover any voting issues or peculiar accumulations.
Sodali's "deep-dive" analysis will also consider the impact of your short interest from a voting control perspective across all of your top institutional shareholders and the degree to which those shareholders are influenced by various proxy advisory firms.
Our CMI team will also proactively monitor increased trading volume, block trades, activist accumulations, non-US investors, non-13F filers, retail investor footprint, broker-dealer and/or derivative positions, all of which can have a significant impact on the ownership profile and influence the voting process.
To stay ahead of potential voting control challenges please contact Gerry Davis or Sodali's Capital Markets Intelligence team.
Summary
As your company prepares for the 2026 proxy season, it's more important than ever to ensure that your shareholder profile is aligned, and any potential voting risks are identified early.
