# EDGAR Filing Document

**Accession Number:** 0001351351
**File Stem:** 0001438934-25-000419
**Filing Date:** 2025-7
**Character Count:** 11875
**Document Hash:** 558e282d9b9c6aceb46828d4cae6448c
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001438934-25-000419.hdr.sgml**: 20250730

**ACCESSION NUMBER**: 0001438934-25-000419

**CONFORMED SUBMISSION TYPE**: N-PX

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20250630

**FILED AS OF DATE**: 20250730

**EFFECTIVENESS DATE**: 20250730

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** Twin Securities, Inc.
- **CENTRAL INDEX KEY:** 0001351351

**ORGANIZATION NAME:**
- **EIN:** 133808839
- **STATE OF INCORPORATION:** DE
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** N-PX
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-11568
- **FILM NUMBER:** 251166734

**BUSINESS ADDRESS:**
- **STREET 1:** 250 WEST 55TH
- **STREET 2:** SUITE 1603
- **CITY:** NEW YORK
- **STATE:** NY
- **ZIP:** 10019
- **BUSINESS PHONE:** 212 687 6834

**MAIL ADDRESS:**
- **STREET 1:** 250 WEST 55TH
- **STREET 2:** SUITE 1603
- **CITY:** NEW YORK
- **STATE:** NY
- **ZIP:** 10019

## FORM N-PX
### ANNUAL REPORT OF PROXY VOTING RECORD

## N-PX: Filer Information

**Filer CIK:** 0001351351

**Date of Report:** 06/30/2025

**Are you a Registered Management Investment Company or an Institutional Manager?:** Institutional Manager

**Is this a LIVE or TEST Filing?:** LIVE

**Is this an electronic copy of an official filing submitted in paper format?:** [ ]

### Submission Contact Information
_Not provided in this filing._

### Notification Information
**Notify via Filing Website only?:** [ ]

## N-PX: Cover Page

**Name of reporting person:** Twin Securities, Inc.

**Address:** 250 West 55th Street, New York, NY 10019

**Telephone number:** 212-687-6850

**Name of agent for service:** —

**Agent Address:** —, —, — —

**Reporting Period:** Report for the year ended 06/30/2025

**SEC File Number:** 028-11568

**CRD Number (if any):** —

**Other SEC File Number (if any):** —

**LEI (if any):** —

**Report Type (check only one):**

Institutional Manager.

- [x] Institutional Manager Voting Report

- [ ] Institutional Manager Notice Report

- [ ] Institutional Manager Combination Report

Registered Management Investment Company.

- [ ] Fund Voting Report

- [ ] Fund Notice Report

**Do you wish to provide explanatory information pursuant to Special Instruction B.4?:**

- [x] No

- [ ] Yes

**Additional information:** —

## N-PX: Summary - Included Managers

**Number of Included Institutional Managers:** 0

**Included Institutional Managers:** —

## FORM N-PX PROXY VOTING RECORD

| NAME OF ISSUER                    | CUSIP     | MEETING DATE   | VOTE DESCRIPTION                                                                                                                                                                                                                                               | VOTE CATEGORY                |   SHARES VOTED |   SHARES ON LOAN | HOW VOTED   |   SHARES VOTED FOR OR AGAINST MANAGEMENT | FOR OR AGAINST MANAGEMENT   | OTHER INFO   |
|:---|:---|:---|:---|:---|---:|---:|:---|---:|:---|:---|
| ARCADIUM LITHIUM PLC              | G0508H110 | 12/23/2024     | To approve the Scheme of Arrangement in its original form or with or subject to any modification(s), addition(s) or condition(s) approved or imposed by the Royal Court of Jersey.                                                                             | SECTION 14A SAY-ON-PAY VOTES |        2156020 |                0 | FOR         |                                  2156020 | FOR                         |  |
| ARCADIUM LITHIUM PLC              | G0508H201 | 12/23/2024     | Ordinary Resolution to approve, on a non-binding, advisory basis, specified golden parachute compensatory arrangements between Arcadium Lithium plc and its named executive officers relating to the Transaction.                                              | SECTION 14A SAY-ON-PAY VOTES |        2156020 |                0 | FOR         |                                  2156020 | FOR                         |  |
| COVESTRO AG                       | D15349117 | 04/17/2025     | APPROVAL OF THE COMPENSATION REPORT                                                                                                                                                                                                                            | SECTION 14A SAY-ON-PAY VOTES |         518029 |                0 | FOR         |                                   518029 | FOR                         |  |
| DUN  BRADSTREET HOLDINGS, INC.    | 26484T106 | 06/12/2025     | To approve, by a non-binding advisory vote, the compensation that may be paid or become payable to the Company's named executive officers that is based on or otherwise relates to the Transactions, including the Merger.                                     | SECTION 14A SAY-ON-PAY VOTES |         153400 |                0 | FOR         |                                   153400 | FOR                         |  |
| HASHICORP, INC.                   | 418100103 | 07/15/2024     | To approve, on a non-binding, advisory basis, the compensation that will or may become payable by HashiCorp to its named executive officers in connection with the merger contemplated by the merger agreement.                                                | SECTION 14A SAY-ON-PAY VOTES |         490678 |                0 | FOR         |                                   490678 | FOR                         |  |
| HESS CORPORATION                  | 42809H107 | 05/14/2025     | Advisory approval of the compensation of our named executive officers.                                                                                                                                                                                         | SECTION 14A SAY-ON-PAY VOTES |         119514 |                0 | FOR         |                                   119514 | FOR                         |  |
| INTRA-CELLULAR THERAPIES, INC.    | 46116X101 | 03/27/2025     | To approve, on an advisory (non-binding) basis, the compensation that may be paid or become payable to ITI's named executive officers that is based on or otherwise relates to the Merger Agreement and the transactions contemplated by the Merger Agreement. | SECTION 14A SAY-ON-PAY VOTES |         251541 |                0 | FOR         |                                   251541 | FOR                         |  |
| JUNIPER NETWORKS, INC.            | 48203R104 | 05/28/2025     | Approval of a non-binding advisory resolution on executive compensation.                                                                                                                                                                                       | SECTION 14A SAY-ON-PAY VOTES |          11905 |                0 | FOR         |                                    11905 | FOR                         |  |
| KELLANOVA                         | 487836108 | 11/01/2024     | The Advisory Compensation Proposal - To approve, on an advisory, non-binding basis, the compensation that may be paid or become payable to Kellanova's named executive officers that is based on or otherwise relates to the Merger.                           | SECTION 14A SAY-ON-PAY VOTES |          24500 |                0 | FOR         |                                    24500 | FOR                         |  |
| SMARTSHEET INC.                   | 83200N103 | 12/09/2024     | To approve, on a non-binding advisory basis, the compensation that may be paid or become payable to Smartsheet's named executive officers that is based on or otherwise relates to the Merger.                                                                 | SECTION 14A SAY-ON-PAY VOTES |          13117 |                0 | FOR         |                                    13117 | FOR                         |  |
| SPIRIT AEROSYSTEMS HOLDINGS, INC. | 848574109 | 01/31/2025     | Proposal to approve, on an advisory (non-binding) basis, the compensation that may be paid or become payable to Spirit's named executive officers that is based on or otherwise relates to the Merger (the "Advisory Compensation Proposal").                  | SECTION 14A SAY-ON-PAY VOTES |          34530 |                0 | FOR         |                                    34530 | FOR                         |  |
| SPIRIT AEROSYSTEMS HOLDINGS, INC. | 848574109 | 05/23/2025     | Advisory vote to approve the compensation of named executive officers                                                                                                                                                                                          | SECTION 14A SAY-ON-PAY VOTES |         302943 |                0 | FOR         |                                   302943 | FOR                         |  |
| SPRINGWORKS THERAPEUTICS INC      | 85205L107 | 05/14/2025     | Non-binding advisory vote on executive compensation                                                                                                                                                                                                            | SECTION 14A SAY-ON-PAY VOTES |          94742 |                0 | FOR         |                                    94742 | FOR                         |  |
| SPRINGWORKS THERAPEUTICS INC      | 85205L107 | 06/26/2025     | A proposal to approve, on a non-binding, advisory basis, certain compensation that may be paid or become payable to the Company's named executive officers in connection with the Merger.                                                                      | SECTION 14A SAY-ON-PAY VOTES |         101402 |                0 | FOR         |                                   101402 | FOR                         |  |
| STERICYCLE, INC.                  | 858912108 | 08/14/2024     | To approve on a non-binding, advisory basis, certain compensation that will or may become payable to Stericycle, Inc.'s named executive officers in connection with the transactions contemplated by the Merger Agreement.                                     | SECTION 14A SAY-ON-PAY VOTES |          48600 |                0 | FOR         |                                    48600 | FOR                         |  |
| SUMMIT MATERIALS, INC.            | 86614U100 | 02/05/2025     | Approve on an advisory (non-binding) basis the compensation that may be paid or become payable to Summit's named executive officers that is based on or otherwise relates to the merger (referred to as the "merger-related compensation proposal").           | SECTION 14A SAY-ON-PAY VOTES |          80000 |                0 | FOR         |                                    80000 | FOR                         |  |
| SURGERY PARTNERS INC.             | 86881A100 | 06/06/2025     | Approval, on an advisory basis, of the compensation paid by the Company to its named executive officers.                                                                                                                                                       | SECTION 14A SAY-ON-PAY VOTES |         354042 |                0 | FOR         |                                   354042 | FOR                         |  |
| VISTA OUTDOOR INC.                | 928377100 | 11/25/2024     | To approve, by advisory (non-binding) vote, the compensation that may be paid or become payable to Vista Outdoor's named executive officers in connection with the consummation of the Merger.                                                                 | SECTION 14A SAY-ON-PAY VOTES |          81352 |                0 | FOR         |                                    81352 | FOR                         |  |

## N-PX: Signature Block

**Reporting Person:** Twin Securities, Inc.

**By (Signature):** Brendan Donnelly

**By (Printed Signature):** Brendan Donnelly

**By (Title):** CFO CCO

**Date:** 07/29/2025