‘The Claman Countdown’ panelists Robbie Whelan and Kenneth Leon break down Disney’s battle against Trian Partners.
It’s been a bruising few months for Disney CEO Bob Iger as he worked to fend off activist investor Nelson Peltz, whose Trian Fund Management lost a bid for two seats on the media giant’s board of directors at Wednesday’s annual meeting.
“Now that this distracting proxy contest is behind us, we’re eager to focus 100% of our attention on our most important priorities: growth and value creation for our shareholders and creative excellence for our consumers,” Iger said in a statement following the vote.
BOB IGER VS. NELSON PELTZ: INSIDE THE BOARD BATTLE
Here are the members of Disney’s elected board, in alphabetical order.
Mary Bara – General Motors CEO
| Ticker | Security | Last | Change | Change % |
|---|---|---|---|---|
| GM | GENERAL MOTORS CO. | 45.18 | +0.28 | +0.63% |
General Motors CEO Mary Barra. (Reuters/Elizabeth Frantz / Reuters Photos)
Safra Catz – Oracle CEO
| Ticker | Security | Last | Change | Change % |
|---|---|---|---|---|
| ORCL | ORACLE CORP. | 126.24 | +1.90 | +1.53% |
Oracle CEO Safra Catz. ((DISNEY/ABC/ Heidi Gutman)
Amy Chang – Procter & Gamble board member
| Ticker | Security | Last | Change | Change % |
|---|---|---|---|---|
| PG | PROCTER & GAMBLE CO. | 156.16 | -4.36 | -2.72% |
Procter & Gamble board member Amy Chang. (Disney)
Jeremy Darroch – Reckitt Benckiser Group plc incoming chairman
Reckitt Benckiser Group plc incoming Chairman Jeremy Darroch. (Disney)
Carolyn Everson – former Instacart president and former Meta VP
| Ticker | Security | Last | Change | Change % |
|---|---|---|---|---|
| CART | MAPLEBEAR INC | 37.37 | +0.27 | +0.73% |
| META | META PLATFORMS INC. | 506.74 | +9.37 | +1.88% |
Former Instacart President Carolyn Everson. (Disney)
Michael B.G. Froman – Council on Foreign Relations president, and former vice chairman and president of strategic growth at Mastercard
| Ticker | Security | Last | Change | Change % |
|---|---|---|---|---|
| MA | MASTERCARD INC. | 477.65 | -1.73 | -0.36% |
Council on Foreign Relations President Michael B.G. Froman. (Disney/ABC/ Heidi Gutman)
James P. Gorman – executive chairman of Morgan Stanley, retired as CEO in 2023
| Ticker | Security | Last | Change | Change % |
|---|---|---|---|---|
| MS | MORGAN STANLEY | 93.02 | +0.30 | +0.32% |
Morgan Stanley Executive Chairman James Gorman. (Reuters/Brendan McDermid / Reuters Photos)
Bob Iger – Disney CEO
| Ticker | Security | Last | Change | Change % |
|---|---|---|---|---|
| DIS | THE WALT DISNEY CO. | 118.98 | -3.85 | -3.14% |
Disney CEO Bob Iger. (Lionel Hahn/Getty Images / Getty Images)
Maria Elena Lagomasino – CEO of WE Family Offices
WE Family Offices CEO Maria Elena Lagomasino. (Disney/ABC/ Heidi Gutman)
Calvin McDonald – Lululemon CEO
| Ticker | Security | Last | Change | Change % |
|---|---|---|---|---|
| LULU | LULULEMON ATHLETICA INC. | 374.01 | -4.05 | -1.07% |
Lululemon Calvin McDonald. (Disney )
Mark G. Parker – former Nike CEO
| Ticker | Security | Last | Change | Change % |
|---|---|---|---|---|
| NKE | NIKE INC. | 90.33 | -0.62 | -0.69% |
Former Nike CEO Mark Parker. (Mike Coppola/Getty Images / Getty Images)
Derica W. Rice – former CVS Caremark president and former Eli Lilly CFO
| Ticker | Security | Last | Change | Change % |
|---|---|---|---|---|
| CVS | CVS HEALTH CORP. | 74.61 | +0.79 | +1.07% |
| LLY | ELI LILLY & CO. | 776.65 | +12.15 | +1.59% |
Former CVS Caremark President and former Eli Lilly CFO Derica W. Rice. (Disney )
*Compiled from company materials.
