納爾遜·佩爾茲告訴迪士尼投資者拒絕兩名董事會成員-彭博報道

納爾遜·佩爾茨

攝影師：馬可·貝洛/彭博社納爾遜·佩爾茨敦促華特·迪士尼公司的投資者不要重新選舉兩名董事會成員，因為這位億萬富翁激進分子與這家媒體巨頭的代理人之爭正在升温。

佩爾茨的特里安基金管理公司正在瞄準瑪麗亞·埃萊娜·拉戈馬西諾，她是迪士尼的薪酬委員會主席，以及邁克爾·弗羅曼，根據週三美國證券交易委員會的初步文件。這兩人將在迪士尼下次年度股東大會上重新選舉。特里安希望其他股東不投票支持拉戈馬西諾和弗羅曼，而是選舉佩爾茨和傑伊·拉蘇洛，他是迪士尼的前首席財務官，進入公司董事會。

特里安在其文件中表示，拉戈馬西諾於2015年加入迪士尼董事會，在她任職期間授權給高管鉅額薪酬，包括首席執行官鮑勃·艾格。公司股價在此期間下跌了16%。特里安還表示，與標普500指數中的其他公司相比，迪士尼在投資者反對高管薪酬方面的記錄很差。

與此同時，特里安表示，弗羅曼缺乏在迪士尼董事會擔任職位所需的公共董事會經驗。弗羅曼是外交關係委員會主席，也是迪士尼公司董事會提名和治理委員會的成員。他於2018年當選為迪士尼董事會成員。

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.