The EKSO case is a perfect illustration of why comp filings are worth reading cover to cover. Setting a vesting target 65% above the current stock price isn't aspirational. It signals someone in the boardroom knows something. RPD with Jana doubling their stake while the stock is down 80% is the one I'd be watching.
Great post and very interesting substack overall. Please continue!
The EKSO case is a perfect illustration of why comp filings are worth reading cover to cover. Setting a vesting target 65% above the current stock price isn't aspirational. It signals someone in the boardroom knows something. RPD with Jana doubling their stake while the stock is down 80% is the one I'd be watching.