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ATG Capital Management Profile picture
ATG Capital Management
@ATG_Capital
Investment firm focused on shareholder activism. Current mission: Improving governance at $TPL
Nov 15, 2022 • 11 tweets • 3 min read
1/ @GlassLewis published an excellent analysis on Proposal 8, which I submitted for the $TPL shareholder meeting.

There are serious #corporategovernance and #ESG implications here. The thread below has what I consider to be the best of Glass Lewis report.

But first, a meme: 2/ From Glass Lewis: "it's worth remembering that, without the active, dissenting involvement of Horizon and SoftVest in the first place, which the legacy board heavily resisted, the Company likely would not have taken the actions it has to modernize its structure and overall
Nov 14, 2022 • 17 tweets • 3 min read
1/ $TPL

Thread on my letter to shareholders to describe some of views on this year's vote:

In recent years, I have become increasingly concerned about the demonstrable poor condition of TPL’s corporate governance. I have tried to do something about it, including attempting to 2/ engage management in constructive dialogue, submitting a successful stockholder proposal at last year’s annual meeting recommending the Board declassify itself, litigating a Delaware 220 demand for books and records in order to understand whether or not misrepresentations