← All Case Studies

Executive Summary

An eleven-month corporate control playbook from silent accumulation using stock and derivatives, to board seat demands, to a poison pill that lasted five days, to a governance agreement placing the acquirer's travel tech division CEO on the Technology Committee.

Key Metrics

11 mo
Campaign Duration
5 days
Poison Pill Lifespan

The Five Layers

Filing TypeKey Finding
8-KPoison pill adoption and termination within 5 days
DEF 14ABoard seat concessions, Technology Committee placement
10-K / 10-QCore business metrics under pressure
Form 4 / 13DSilent accumulation via stock and derivative positions
Governance AgreementBoard representation, standstill provisions
Download Full Report (PDF)

Subscribe for more cross-reference analyses like this.

Subscribe to the Weekly Brief