Blackwells Capital: Nelson Peltz is Not the Change Disney’s Board Needs

NEW YORK, March 25, 2024 (GLOBE NEWSWIRE) — Blackwells Capital, LLC (“Blackwells”), a shareholder of The Walt Disney Company (“Disney” or the “Company”) (NYSE:DIS), today released a letter to fellow Disney shareholders in connection with the Company’s Annual Meeting of Stockholders to be held on April 3, 2024, available here, at www.TheFutureOfDisney.com, and reproduced in full below.…

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Blackwells Capital Releases Investor Presentation to its Fellow Disney Shareholders

NEW YORK, March 04, 2024 (GLOBE NEWSWIRE) — Blackwells Capital, LLC (“Blackwells”), a shareholder of The Walt Disney Company (“Disney” or the “Company”) (NYSE:DIS), today released its full investor presentation titled “The Future of Disney.” The presentation builds on Blackwells’ “Vision for the Future of Technology at Disney” presentation released on February 26, 2024. READ MORE >>

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Blackwells Reveals Failure by Disney to Disclose that ValueAct has Earned Fees from Managing Disney Pension Funds Since 2013

NEW YORK, March 11, 2024 (GLOBE NEWSWIRE) — Blackwells Capital LLC (together with its affiliates, “Blackwells” or “we”) today issued a letter to fellow shareholders regarding the need for boardroom enhancement at The Walt Disney Company (NYSE: DIS). We invite all shareholders to learn more about our nominees and mission at www.TheFutureOfDisney.com. READ MORE>>

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Disney Paid Shareholder ValueAct Millions in Fees as Part of a Prior Relationship

Activist investor Blackwells said Monday that Disney’s board had not disclosed that shareholder ValueAct Capital had a financial relationship with the entertainment company, raising questions about the board’s information sharing amid a multi-party proxy fight. Mason Morfit and his $12 billion investment firm ValueAct were heralded as “constructive” shareholders by Disney CEO Bob Iger in January, when the company secured ValueAct’s backing…

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