Bar Admissions
- New York
Education
- University of California, Berkeley, School of Law, J.D.
- Deputy Editor-in-Chief, Berkeley Journal of Entertainment & Sports Law
- Berkeley Technology Law Journal
- University of Pennsylvania, B.A.
- summa cum laude
Daniel A. Goldstein
Special Counsel
Advises on shareholder activism, ESG, securities regulation, proxy contests, M&A, and other shareholder advocacy matters.
Danny is a trusted adviser to investors in the private and public space, guiding them through complex situations. He has experience working with a broad spectrum of clients, from first-time activists to seasoned investors like JANA Partners, Trian Partners and Starboard Value. Leveraging his deep understanding of state law, federal regulations and evolving market trends, Danny helps clients navigate critical corporate governance and activist situations.
He has guided clients through some of the largest shareholder activist campaigns in recent history, including Trian Partners’ campaign to obtain board representation at The Walt Disney Company, The Strategic Organizing Center’s campaign to improve human resource management at Starbucks Corporation, and Engine No. 1’s historic company to obtain board representation at ExxonMobil Corporation.
Danny’s other representative engagements include:
- JANA Partners in campaigns at Mercury Systems, TreeHouse Foods and Freshpet
- Caligan Partners at Anika Therapeutics
- Kimmeridge Energy Management at Ovintiv
- Trian Partners’ in its successful campaign to obtain board representation at Procter & Gamble Company
- Elliott Management at Marathon Petroleum
- Altimeter Capital Management in its successful campaign at United Continental Holdings
- Saba Capital at numerous closed-end-funds
He has co-authored several articles relating to shareholder activism, corporate governance and related securities regulations, which have been published by The Harvard Law School Forum on Corporate Governance, amongst other publications.
- “Amendments to Rules Governing Trading Plans and Insider Filings,” Harvard Law School Forum on Corporate Governance, Jan. 26, 2023
- “SEC Adopts Amendments to Rules Governing Rule 10b5-1 Trading Plans and Section 16 Insider Filings on Forms 4 and 5,” Schulte Alert, Dec. 21, 2022
- “SEC Adopts New Reporting Requirements for Form 13F Filers to Disclose “Say-On-Pay” Votes and Enhances Voting Disclosures Required by Registered Funds” Schulte Alert, Nov. 10, 2022
- “JANA Partners’ Cooperation Agreement with Board of Mercury Systems,” Global Legal Chronicle, July 4, 2022 (featured)
- “SEC Staff Guidance Paves Way for More ESG Proposals,” Schulte Alert, Feb. 2022; republished in Bloomberg Law, Feb. 2022
- “Trends and Developments,” Shareholders’ Rights & Shareholder Activism 2021, Oct. 2021
- “Engine No. 1 Lessons for Environmental Proxy Campaigns,” Bloomberg Law, July 27, 2021
- “13(d) Reporting Windows to Be Revisited,” Schulte Alert, July 19, 2021
- “SEC Increases Rule 14a-8 Thresholds for Shareholders to Submit Proposals in Company Proxy Materials,” Schulte Alert, Sept. 25, 2020; republished in the Harvard Law School Forum on Corporate Governance, Oct. 12, 2020
- “Lessons Learned From Trian’s Campaign at Procter & Gamble,” Harvard Law School Forum on Corporate Governance and Financial Regulation, March 2018 (co-author)
- “Amendments to Rules Governing Trading Plans and Insider Filings,” Harvard Law School Forum on Corporate Governance, Jan. 26, 2023
- “SEC Adopts Amendments to Rules Governing Rule 10b5-1 Trading Plans and Section 16 Insider Filings on Forms 4 and 5,” Schulte Alert, Dec. 21, 2022
- “SEC Adopts New Reporting Requirements for Form 13F Filers to Disclose “Say-On-Pay” Votes and Enhances Voting Disclosures Required by Registered Funds” Schulte Alert, Nov. 10, 2022
- “JANA Partners’ Cooperation Agreement with Board of Mercury Systems,” Global Legal Chronicle, July 4, 2022 (featured)
- “SEC Staff Guidance Paves Way for More ESG Proposals,” Schulte Alert, Feb. 2022; republished in Bloomberg Law, Feb. 2022
- “Trends and Developments,” Shareholders’ Rights & Shareholder Activism 2021, Oct. 2021
- “Engine No. 1 Lessons for Environmental Proxy Campaigns,” Bloomberg Law, July 27, 2021
- “13(d) Reporting Windows to Be Revisited,” Schulte Alert, July 19, 2021
- “SEC Increases Rule 14a-8 Thresholds for Shareholders to Submit Proposals in Company Proxy Materials,” Schulte Alert, Sept. 25, 2020; republished in the Harvard Law School Forum on Corporate Governance, Oct. 12, 2020
- “Lessons Learned From Trian’s Campaign at Procter & Gamble,” Harvard Law School Forum on Corporate Governance and Financial Regulation, March 2018 (co-author)
Highlights
Daniel A. Goldstein
Special Counsel
Advises on shareholder activism, ESG, securities regulation, proxy contests, M&A, and other shareholder advocacy matters.
Danny is a trusted adviser to investors in the private and public space, guiding them through complex situations. He has experience working with a broad spectrum of clients, from first-time activists to seasoned investors like JANA Partners, Trian Partners and Starboard Value. Leveraging his deep understanding of state law, federal regulations and evolving market trends, Danny helps clients navigate critical corporate governance and activist situations.
He has guided clients through some of the largest shareholder activist campaigns in recent history, including Trian Partners’ campaign to obtain board representation at The Walt Disney Company, The Strategic Organizing Center’s campaign to improve human resource management at Starbucks Corporation, and Engine No. 1’s historic company to obtain board representation at ExxonMobil Corporation.
Danny’s other representative engagements include:
- JANA Partners in campaigns at Mercury Systems, TreeHouse Foods and Freshpet
- Caligan Partners at Anika Therapeutics
- Kimmeridge Energy Management at Ovintiv
- Trian Partners’ in its successful campaign to obtain board representation at Procter & Gamble Company
- Elliott Management at Marathon Petroleum
- Altimeter Capital Management in its successful campaign at United Continental Holdings
- Saba Capital at numerous closed-end-funds
He has co-authored several articles relating to shareholder activism, corporate governance and related securities regulations, which have been published by The Harvard Law School Forum on Corporate Governance, amongst other publications.
Bar Admissions
- New York
Education
- University of California, Berkeley, School of Law, J.D.
- Deputy Editor-in-Chief, Berkeley Journal of Entertainment & Sports Law
- Berkeley Technology Law Journal
- University of Pennsylvania, B.A.
- summa cum laude
- “Amendments to Rules Governing Trading Plans and Insider Filings,” Harvard Law School Forum on Corporate Governance, Jan. 26, 2023
- “SEC Adopts Amendments to Rules Governing Rule 10b5-1 Trading Plans and Section 16 Insider Filings on Forms 4 and 5,” Schulte Alert, Dec. 21, 2022
- “SEC Adopts New Reporting Requirements for Form 13F Filers to Disclose “Say-On-Pay” Votes and Enhances Voting Disclosures Required by Registered Funds” Schulte Alert, Nov. 10, 2022
- “JANA Partners’ Cooperation Agreement with Board of Mercury Systems,” Global Legal Chronicle, July 4, 2022 (featured)
- “SEC Staff Guidance Paves Way for More ESG Proposals,” Schulte Alert, Feb. 2022; republished in Bloomberg Law, Feb. 2022
- “Trends and Developments,” Shareholders’ Rights & Shareholder Activism 2021, Oct. 2021
- “Engine No. 1 Lessons for Environmental Proxy Campaigns,” Bloomberg Law, July 27, 2021
- “13(d) Reporting Windows to Be Revisited,” Schulte Alert, July 19, 2021
- “SEC Increases Rule 14a-8 Thresholds for Shareholders to Submit Proposals in Company Proxy Materials,” Schulte Alert, Sept. 25, 2020; republished in the Harvard Law School Forum on Corporate Governance, Oct. 12, 2020
- “Lessons Learned From Trian’s Campaign at Procter & Gamble,” Harvard Law School Forum on Corporate Governance and Financial Regulation, March 2018 (co-author)
- “Amendments to Rules Governing Trading Plans and Insider Filings,” Harvard Law School Forum on Corporate Governance, Jan. 26, 2023
- “SEC Adopts Amendments to Rules Governing Rule 10b5-1 Trading Plans and Section 16 Insider Filings on Forms 4 and 5,” Schulte Alert, Dec. 21, 2022
- “SEC Adopts New Reporting Requirements for Form 13F Filers to Disclose “Say-On-Pay” Votes and Enhances Voting Disclosures Required by Registered Funds” Schulte Alert, Nov. 10, 2022
- “JANA Partners’ Cooperation Agreement with Board of Mercury Systems,” Global Legal Chronicle, July 4, 2022 (featured)
- “SEC Staff Guidance Paves Way for More ESG Proposals,” Schulte Alert, Feb. 2022; republished in Bloomberg Law, Feb. 2022
- “Trends and Developments,” Shareholders’ Rights & Shareholder Activism 2021, Oct. 2021
- “Engine No. 1 Lessons for Environmental Proxy Campaigns,” Bloomberg Law, July 27, 2021
- “13(d) Reporting Windows to Be Revisited,” Schulte Alert, July 19, 2021
- “SEC Increases Rule 14a-8 Thresholds for Shareholders to Submit Proposals in Company Proxy Materials,” Schulte Alert, Sept. 25, 2020; republished in the Harvard Law School Forum on Corporate Governance, Oct. 12, 2020
- “Lessons Learned From Trian’s Campaign at Procter & Gamble,” Harvard Law School Forum on Corporate Governance and Financial Regulation, March 2018 (co-author)