The referendum meeting date has not been disclosed in this supplement. Watch for the meeting date and the outcome of the no-confidence vote, which could lead to board or management changes if the activist wins. The 89.7M share count provides the baseline for vote thresholds.
Price Chart
Executive Summary
TOMS Capital Investment Management LP filed a supplement to its definitive proxy statement for a 'no confidence referendum' at Voya Financial, Inc. The supplement discloses that as of the record date of September 30, 2026, there were 89,655,438 shares of common stock outstanding and entitled to vote. This is a procedural update to the activist campaign, confirming the voting base for the upcoming referendum meeting.
Key Facts
- TOMS Capital Investment Management LP is soliciting proxies for a 'no confidence referendum' at Voya Financial, Inc.
- As of the record date of September 30, 2026, there were 89,655,438 shares of common stock outstanding and entitled to vote at the referendum meeting.
- This filing is a supplement to the original definitive proxy statement filed on September 24, 2026.
- The activist group includes TOMS Capital Investment Management LP, TCIM Management GP LLC, TCIM Master Fund Ltd., Benjamin Pass, and Akash Bagaria.
Financial Impact
No financial figures disclosed in this supplement; the filing only updates the share count for the referendum meeting.
Risk Factors
- The activist may not secure enough votes to pass the no-confidence resolution.
- Management may adopt defensive measures (e.g., poison pill) that could limit the activist's influence.
- The referendum is non-binding and may not result in immediate operational changes even if passed.
Investment Themes
Documents Analyzed
This report is based on 4 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| DFAN14A Filing (Primary) | 0001140361-26-038938 |
| Document: 0001140361-26-038938-index-headers.html | 0001140361-26-038938 |
| Document: 0001140361-26-038938-index.html | 0001140361-26-038938 |
| Document: 0001140361-26-038938.txt | 0001140361-26-038938 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 26, 2026 today | 144 | — | awaiting T+1 | — | — |
Oct 26, 2026 today | DFAN14A | $96.56 | awaiting T+1 | — | $95.81 (−0.78%) |
Oct 15, 2026 11d ago | 8-K | $94.01 $93.42 | ▼ −0.63% | ▼ −1.05% | $95.81 (+1.91%) |
Oct 13, 2026 13d ago | Press Release | $95.52 $95.12 | ▲ +0.42% | ▼ −0.66% | $95.81 (−0.30%) |
Oct 9, 2026 17d ago | DFAN14A | $94.91 $95.52 | ▲ +0.64% | ▲ +0.65% | $95.81 (+0.95%) |
Oct 7, 2026 19d ago | DFAN14A | $96.64 $94.67 | ▼ −2.04% | ▼ −2.64% | $95.81 (−0.86%) |
Oct 6, 2026 20d ago | 8-K | $96.77 $96.64 | ▼ −0.13% | ▲ +0.29% | $95.81 (−0.99%) |
Jun 12, 2026 19w ago | Institutional Cluster | $91.48 $91.17 | ▼ −0.34% | ▼ −2.10% | $95.81 (+4.73%) |
Apr 21, 2026 26w ago | 8-K | $24.18 $24.07 | ▼ −0.45% | ▼ −0.06% | $95.81 (+296.24%) |
Apr 10, 2026 28w ago | DEFA14A | $23.67 $23.73 | ▲ +0.25% | ▼ −0.96% | $95.81 (+304.77%) |
US Market Status
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