纳尔逊·佩尔兹告诉迪士尼投资者拒绝两名董事会成员-彭博报道
Crystal Tse
纳尔逊·佩尔茨
摄影师:马可·贝洛/彭博社纳尔逊·佩尔茨敦促华特·迪士尼公司的投资者不要重新选举两名董事会成员,因为这位亿万富翁激进分子与这家媒体巨头的代理人之争正在升温。
佩尔茨的特里安基金管理公司正在瞄准玛丽亚·埃莱娜·拉戈马西诺,她是迪士尼的薪酬委员会主席,以及迈克尔·弗罗曼,根据周三美国证券交易委员会的初步文件。这两人将在迪士尼下次年度股东大会上重新选举。特里安希望其他股东不投票支持拉戈马西诺和弗罗曼,而是选举佩尔茨和杰伊·拉苏洛,他是迪士尼的前首席财务官,进入公司董事会。
特里安在其文件中表示,拉戈马西诺于2015年加入迪士尼董事会,在她任职期间授权给高管巨额薪酬,包括首席执行官鲍勃·艾格。公司股价在此期间下跌了16%。特里安还表示,与标普500指数中的其他公司相比,迪士尼在投资者反对高管薪酬方面的记录很差。
与此同时,特里安表示,弗罗曼缺乏在迪士尼董事会担任职位所需的公共董事会经验。弗罗曼是外交关系委员会主席,也是迪士尼公司董事会提名和治理委员会的成员。他于2018年当选为迪士尼董事会成员。
Lagomasino and Froman are part of a 12-person board slate at Disney. The company recently appointed Morgan Stanley Chairman James Gorman and Jeremy Darroch, a former executive at media company Sky, as new directors.
A representative for Disney declined to comment.
Peltz had sought to replace Froman on the board last year. In a statement last February, Disney called that proposal inexplicable, saying Froman’s deep background in global trade and international business made him far more qualified than Peltz for the role.
Peltz has been ramping up his attacks on Disney in recent weeks as he seeks to address his concerns around strategy and performance at the company. His plan to fix Disney includes bundling its ESPN+ online service with a larger player interested in sports, such as Netflix Inc.
Trian will publish a so-called white paper detailing its investment thesis and recommendations for Disney in the weeks after the entertainment giant’s next earnings report on Feb. 7, Bloomberg News reported this week.