Release Notes

March 15, 2026

Added an Annual Meetings explorer page under the Explorer tab, allowing users to browse and filter AI-generated annual meeting analyses across the full IWV universe — filter by sector, vote recommendation, and Say on Pay outcome.
Added an Activist Watch page under the Explorer tab, screening the full IWV universe (~2,500 companies) for signals historically associated with activist investor attention: stock price distress, YTD underperformance, and governance flags (director opposition votes, Say on Pay AGAINST recommendations). Companies are scored and ranked by High, Medium, and Low signal tiers.
Expanded the Voting Policy to version 0.7, adding coverage of Stockholder Proposals and Charter Amendments. The framework incorporates filer identity, prior-year vote results, type of ask (disclosure vs. operational vs. governance), and a political valence test for ideologically motivated proposals from either direction.
Redesigned the Contests page to separate Active and Past contests. Active contests now show a countdown badge with the upcoming vote deadline (highlighted in amber when 7 days or fewer remain). After the shareholder meeting date passes, contests automatically move to a Past Contests section and are removed from the page entirely after 90 days.

Added Annual Meeting Analysis tab to company pages. Claude AI reads each company's proxy filing and applies a transparent voting policy to generate vote recommendations — FOR or AGAINST — for Director Elections, Say on Pay, and Auditor Ratification, with individual rationales for each director.
Added a Voting Policy page under About, documenting the full proxy voting guidelines used in annual meeting analyses, including version history.
Annual meeting pages now include a Compensation Peer Group section showing the peer companies each company discloses in its proxy filing for executive compensation benchmarking.
Added three new proxy contests: Janus Henderson Group (JHG) — Victory Capital bid vs. Trian/General Catalyst merger; CarMax (KMX) — Starboard Value activist campaign; Pacira BioSciences (PCRX) — DOMA Perpetual Capital Management campaign.

Added job to extract Director biographies from proxy filings, backfilled Director bios across the IWV universe and added to the daily job. Also cleaned up Director listings through additional logic checks to remove non-Director Executives from the Director page.

Enhanced Contests section to support multiple proxy contests with an index page and individual detail pages for each ticker

Added a Contests page for contested proxy solicitations. Proxy materials are reviewed by the major AI models independently, then compared and evaluated for consensus by Claude.ai.

Added a "Most Recent Filings" page under Companies to highlight the most recent proxy filings processed and added to the database with Executive and Director information

Upgraded Executive bio generation to Grok-4 and increased token limit to support expanded bio creation