Box, Inc. (BOX)

Jeffrey C. Smith · 2021-05
arc beats above · slides in the middle · loops below · scroll → 1 LOOPS
SETUP TENSION ANALYSIS EVIDENCE RESOLUTION APPENDIX
HOVER FOR DETAILS · CLICK A SLIDE FOR FULLSCREEN · STEP 5
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Deck intelligence map

1
coverage by narrative range · generated from this deck JSON
Narrative range 72 total
Metadata
Components
Metrics
Tools
Frameworks
Beats
Loops
Whole deck 72 slides 100% 72/72 slides 100% 72/72 slides · 246 hits
0/72 slides
1.4% 1/72 slides 5.6% 4/72 slides
0/72 slides
9.7% 7/72 slides

Slide inventory

72
every slide · same image gating as the playbook
01
Slide 1
This is a standard SEC regulatory filing cover page.front_matter
02
Standard SEC Schedule 13G filing format.summarize
03
Standard SEC filing cover page format for reporting beneficial ownership.other
04
Standard SEC filing format for beneficial ownership reporting.summarize
05
Standard SEC Schedule 13G filing format.other
06
This is a standard regulatory disclosure table format.other
07
Standard SEC Schedule 13G filing format.summarize
08
Page 8 of a regulatory filing.other
09
Standard SEC filing disclosure table.other
10
Standard SEC Schedule 13G filing format.other
11
Standard SEC filing disclosure table format.other
12
Standard SEC Schedule 13G filing table.other
13
Standard SEC Schedule 13G filing table.summarize
14
Standard SEC filing disclosure table.other
15
Standard SEC Schedule 13G reporting table.other
16
Standard SEC filing disclosure table.summarize
17
Standard SEC Schedule 13G cover page format.summarize
18
Standard SEC filing table format.other
19
Page 19 of a Schedule 13D filing.summarize
Open slide detailLoop · Logic Chain
20
Page 20 of a Schedule 13D/A filing.other
Open slide detailLoop · Logic Chain
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Page 21 of a Schedule 13D filing.summarize
Open slide detailLoop · Logic Chain
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Page 22 of a Schedule 13D filing.summarize
Open slide detailLoop · Logic Chain
23
Page 23 of a Schedule 13D filing.front_matter
Open slide detailLoop · Logic Chain
24
Regulatory filing page detailing share ownership and voting power.appendix
Open slide detailLoop · Logic Chain
25
Page 25 of a Schedule 13D/A filing.other
Open slide detailLoop · Logic Chain
26
Contains CUSIP number and legal certification language.other
27
CUSIP No. 10316T104analyze_data
28
This is a formal legal document (Section 220 demand) on Starboard Value letterhead.state_demand
29
This is a page from a regulatory filing (likely a proxy contest document) detailing Starboard's perspective on the Company's governance.expose_contradiction
30
This is a narrative-heavy regulatory filing page detailing the timeline of activist investor engagement.establish_context
31
This is a page from a proxy contest filing by Starboard Value against Box, Inc. It focuses on the 'entrenchment' narrative.expose_contradiction
32
This is a text-heavy page from a regulatory filing (likely an activist investor presentation or letter). It uses a narrative structure to build a case of breachexpose_contradiction
33
This is a legal disclosure slide outlining the 'proper purpose' for a Section 220 demand.state_demand
34
This is a page from a legal demand letter (Section 220 demand).state_demand
35
This is the final page of a formal letter, containing the signature of Jeffrey C. Smith on behalf of Starboard Value LP.front_matter
36
Includes legal footnotes defining 'Board Material' and 'Senior Management Materials' based on Delaware case law.state_demand
37
This is page 10 of a legal document, likely a Section 220 demand letter.state_demand
38
Standard regulatory filing placeholder page.front_matter
39
This is a standard SEC regulatory filing cover page.front_matter
40
Standard SEC filing disclosure table.summarize
41
Standard SEC filing cover page data for reporting person.summarize
42
Standard SEC Schedule 13D filing page.other
43
Standard SEC filing disclosure format.other
44
Standard SEC Schedule 13D cover page format.summarize
45
This is a standard regulatory disclosure table for beneficial ownership.other
46
This is a standard regulatory filing disclosure table (Schedule 13D/G).summarize
47
This is a standard regulatory disclosure table for beneficial ownership.front_matter
48
Standard SEC Schedule 13D cover page format.other
49
Standard SEC Schedule 13D cover page format for a reporting person.other
50
Standard SEC Schedule 13D cover page format for a reporting person.other
51
Standard SEC Schedule 13D reporting table.summarize
52
Page 14 of 32 of an SEC filing.other
53
Standard SEC Schedule 13D cover page format.other
54
Standard SEC Schedule 13G reporting table.other
55
Standard SEC filing disclosure table for beneficial ownership.other
56
Standard SEC filing disclosure table.other
57
Regulatory filing page 19 of 32.front_matter
58
Page 20 of a Schedule 13D filing.front_matter
59
Page 21 of 32 from a Schedule 13D filing.front_matter
60
Page contains only a page number and a footer URL.filler
61
Page 23 of a regulatory filing (SEC Schedule 13D/A).introduce_nominees
62
Page 24 of a Schedule 13D/A filing.other
63
Page 25 of 32 from a Schedule 13D filing.summarize
64
Page 26 of 32 from a Schedule 13D filing.other
65
Page 27 of 32 from a Schedule 13D filing.other
66
Page 28 of 32 from a Schedule 13D filing.other
67
Page 29 of 32 from a Schedule 13D filing.summarize
68
Page 30 of 32 from a Schedule 13D filing.other
69
Page 31 of 32 of a SEC filing.front_matter
70
Page 32 of 32 of a SEC filing.front_matter
71
Includes handwritten annotations regarding location (Nassau) and legal basis for remote notarization (Executive Order 202.7).other
72
Standard legal filing exhibit.front_matter