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At BURKE & HERBERT FINANCIAL SERVICES CORP.'s 2 shareholder meetings in the 2024-2025 proxy season (held July 15, 2024 and May 22, 2025), 57 asset managers reported how they voted on 34 ballot items in their SEC Form N-PX filings, covering 4,458 separate fund positions. On the most widely held item of the season, voted at the meeting held May 22, 2025 — Election of the following persons as Directors: Charles S. Piccirillo — FOR was 98% of the votes cast (FOR divided by FOR plus AGAINST, the conventional basis for proxy support; abstentions, broker non-votes and unvoted shares are excluded because none of them took a side), which is more than half. Whether the item was approved is for the filing to say; that statement has not been read for this item. Source: BURKE & HERBERT FINANCIAL SERVICES CORP.'s Form 8-K, Item 5.07, filed with the U.S. Securities and Exchange Commission on May 23, 2025.
Download data (CSV): ballot items · votes by manager · column guide.
Compiled from SEC Form N-PX filings and BURKE & HERBERT FINANCIAL SERVICES CORP.’s Form 8-K, filed May 23, 2025 (Item 5.07 on EDGAR). Page generated November 8, 2026.
Meeting of May 22, 2025: 16 items on BURKE & HERBERT FINANCIAL SERVICES CORP.’s Form 8-K, filed May 23, 2025: 1 approved · 15 without a stated outcome.
Meeting of July 15, 2024: 18 items on BURKE & HERBERT FINANCIAL SERVICES CORP.’s Form 8-K, filed July 16, 2024: 2 approved · 16 without a stated outcome.
None.
Material dissent: a director nominee under 80% of the votes cast, say-on-pay under 70%, any other item the board put forward under 80%, or a shareholder proposal with more than 50%, on the company’s own Form 8-K tally. How this is decided
Proxy season: 2024-2025 2025-2026
Explore BURKE & HERBERT FINANCIAL SERVICES CORP. in the interactive database Compare manager voting policies
These tallies are BURKE & HERBERT FINANCIAL SERVICES CORP.’s own, as disclosed to the U.S. Securities and Exchange Commission on Form 8-K, filed May 23, 2025 (Item 5.07, “Submission of Matters to a Vote of Security Holders”). They cover every share voted at the meeting, not just the funds that file Form N-PX. BURKE & HERBERT FINANCIAL SERVICES CORP. reported 2 meetings in this season; each is tabulated separately below, with its own filing.
| Ballot item | For | Against | Abstain | Withheld | Broker non-votes | Support (of votes cast) | Reported outcome | Voting standard |
|---|---|---|---|---|---|---|---|---|
| Elect Director: Mark G. Anderson | 7,363,258 | 71,287 | 48,900 | -- | 3,314,029 | 99.0% | Not verified | — |
| Elect Director: Julian F. Barnwell, Jr. | 7,360,761 | 80,866 | 41,818 | -- | 3,314,029 | 99% | Not verified | — |
| Elect Director: Oscar M. Bean | 7,370,920 | 80,112 | 32,413 | -- | 3,314,029 | 99% | Not verified | — |
| Elect Director: Katherine D. Bonnafé | 7,314,466 | 125,012 | 43,967 | -- | 3,314,029 | 98% | Not verified | — |
| Elect Director: David P. Boyle | 7,342,344 | 116,458 | 24,643 | -- | 3,314,029 | 98% | Not verified | — |
| Elect Director: James M. Burke | 7,388,375 | 70,919 | 24,151 | -- | 3,314,029 | 99.0% | Not verified | — |
| Elect Director: James P. Geary, II | 7,314,407 | 136,774 | 32,264 | -- | 3,314,029 | 98% | Not verified | — |
| Elect Director: Georgette R. George | 7,200,493 | 258,588 | 24,364 | -- | 3,314,029 | 97% | Not verified | — |
| Elect Director: Gary L. Hinkle | 7,374,092 | 76,680 | 32,673 | -- | 3,314,029 | 99% | Not verified | — |
| Elect Director: S. Laing Hinson | 7,204,987 | 236,789 | 41,669 | -- | 3,314,029 | 97% | Not verified | — |
| Elect Director: H. Charles Maddy, III | 7,311,378 | 139,827 | 32,240 | -- | 3,314,029 | 98% | Not verified | — |
| Elect Director: Shawn P. McLaughlin | 7,331,520 | 110,545 | 41,380 | -- | 3,314,029 | 99% | Not verified | — |
| Elect Director: Charles S. Piccirillo | 7,331,275 | 119,766 | 32,404 | -- | 3,314,029 | 98% | Not verified | — |
| Elect Director: Jose D. Riojas | 7,323,284 | 115,496 | 44,665 | -- | 3,314,029 | 98% | Not verified | — |
| Elect Director: Jill S. Upson | 7,356,035 | 102,351 | 25,059 | -- | 3,314,029 | 99% | Not verified | — |
| 2. Ratification of Appointment of Independent Registered Public Accounting Firm | 10,729,761 | 36,354 | 31,359 | -- | -- | 99.6% | Approved | — |
Source: BURKE & HERBERT FINANCIAL SERVICES CORP., Form 8-K, filed with the SEC on May 23, 2025 — read the filing on EDGAR.
| Ballot item | For | Against | Abstain | Withheld | Broker non-votes | Support (of votes cast) | Reported outcome | Voting standard |
|---|---|---|---|---|---|---|---|---|
| Elect Director: Mark G. Anderson | 7,854,049 | 34,036 | 28,061 | -- | 3,125,726 | 99.5% | Not verified | — |
| Elect Director: Julian F. Barnwell, Jr. | 7,857,362 | 38,564 | 20,221 | -- | 3,125,725 | 99.5% | Not verified | — |
| Elect Director: Oscar M. Bean | 7,854,899 | 44,521 | 16,727 | -- | 3,125,725 | 99.4% | Not verified | — |
| Elect Director: Katherine D. Bonnafé | 7,823,776 | 72,149 | 20,221 | -- | 3,125,725 | 99.0% | Not verified | — |
| Elect Director: David P. Boyle | 7,846,510 | 50,156 | 19,481 | -- | 3,125,725 | 99.3% | Not verified | — |
| Elect Director: James M. Burke | 7,856,341 | 38,611 | 21,195 | -- | 3,125,725 | 99.5% | Not verified | — |
| Elect Director: James P. Geary, II | 7,862,439 | 36,617 | 17,091 | -- | 3,125,725 | 99.5% | Not verified | — |
| Elect Director: Georgette R. George | 7,865,360 | 39,851 | 10,935 | -- | 3,125,725 | 99.4% | Not verified | — |
| Elect Director: Gary L. Hinkle | 7,864,706 | 41,657 | 9,784 | -- | 3,125,725 | 99.4% | Not verified | — |
| Elect Director: S. Laing Hinson | 7,551,198 | 344,728 | 20,221 | -- | 3,125,725 | 96% | Not verified | — |
| Elect Director: Jason A. Kitzmiller | 7,859,215 | 39,498 | 17,435 | -- | 3,125,724 | 99.4% | Not verified | — |
| Elect Director: H. Charles Maddy, III | 7,779,410 | 122,082 | 14,655 | -- | 3,125,725 | 98% | Not verified | — |
| Elect Director: Shawn P. McLaughlin | 7,829,479 | 66,410 | 20,259 | -- | 3,125,724 | 99.1% | Not verified | — |
| Elect Director: Charles S. Piccirillo | 7,858,862 | 38,796 | 18,490 | -- | 3,125,724 | 99.5% | Not verified | — |
| Elect Director: Jose D. Riojas | 7,792,049 | 96,221 | 27,876 | -- | 3,125,725 | 99% | Not verified | — |
| Elect Director: Jill S. Upson | 7,828,782 | 73,993 | 13,372 | -- | 3,125,725 | 99.0% | Not verified | — |
| 2. Ratification of Appointment of Independent Registered Public Accounting Firm | 11,005,877 | 27,805 | 8,189 | -- | -- | 99.7% | Approved | — |
| 3. Amendment to Articles of Incorporation | 9,948,922 | 1,025,871 | 67,073 | -- | -- | 91% | Approved | — |
Source: BURKE & HERBERT FINANCIAL SERVICES CORP., Form 8-K, filed with the SEC on July 16, 2024 — read the filing on EDGAR.
Each item below shows how the 57 asset managers that disclosed a BURKE & HERBERT FINANCIAL SERVICES CORP. vote in their SEC Form N-PX filings actually voted. Share totals are the shares those managers' funds voted, summed across every fund they report.
Meeting held May 22, 2025.
Combines 2 wordings of this item as funds reported it.
98% Majority: yes · of votes cast
Description as filed by funds: Election of the following persons as Directors: Charles S. Piccirillo
BURKE & HERBERT FINANCIAL SERVICES CORP.’s own tally for this item (“Elect Director: Charles S. Piccirillo”): 7,331,275 for, 119,766 against, per its Form 8-K filed May 23, 2025 (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item.
Reported outcome: not verified — the filing’s own statement of the outcome could not be identified for this item.
Support: 98% of votes cast — FOR ÷ (FOR + AGAINST); abstentions and broker non-votes are excluded.
The 50 asset managers below reported 2,398,552 for, 31,414 against.
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Vanguard | 704,189 | 0 | 0 | 0 | For |
| BlackRock | 546,417 | 0 | 0 | 0 | For |
| Fidelity | 285,593 | 0 | 0 | 0 | For |
| Dimensional | 283,172 | 0 | 0 | 0 | For |
| Charles Schwab | 108,504 | 0 | 0 | 0 | For |
| Royce | 82,589 | 0 | 0 | 0 | For |
| American Century | 41,362 | 0 | 0 | 0 | For |
| WisdomTree | 35,728 | 0 | 0 | 0 | For |
| Equitable | 35,452 | 0 | 0 | 0 | For |
| Russell Investments | 31,000 | 0 | 0 | 0 | For |
| TIAA | 0 | 26,966 | 0 | 0 | Against |
| HOTCHKIS & WILEY FUNDS /DE/ | 26,200 | 0 | 0 | 0 | For |
| QUANTITATIVE MASTER SERIES LLC | 23,345 | 0 | 0 | 0 | For |
| State Street | 22,615 | 0 | 0 | 0 | For |
| Columbia Threadneedle | 19,200 | 0 | 0 | 0 | For |
| Principal | 16,200 | 0 | 0 | 0 | For |
| Northern Trust | 14,720 | 0 | 0 | 0 | For |
| FINANCIAL INVESTORS TRUST | 13,080 | 0 | 0 | 0 | For |
| Prudential/PGIM | 11,000 | 0 | 0 | 0 | For |
| Lincoln Financial | 10,246 | 0 | 0 | 0 | For |
| Pacific Life | 9,807 | 0 | 0 | 0 | For |
| First Trust | 8,525 | 0 | 0 | 0 | For |
| Global X | 8,002 | 0 | 0 | 0 | For |
| Thrivent | 7,715 | 0 | 0 | 0 | For |
| AIG/SunAmerica | 6,674 | 0 | 0 | 0 | For |
Showing the 25 largest of 50 asset managers. All 50 are in the interactive database (link above).
Meeting held May 22, 2025.
Combines 2 wordings of this item as funds reported it.
98% Majority: yes · of votes cast
Description as filed by funds: Election of the following persons as Directors: David P. Boyle
BURKE & HERBERT FINANCIAL SERVICES CORP.’s own tally for this item (“Elect Director: David P. Boyle”): 7,342,344 for, 116,458 against, per its Form 8-K filed May 23, 2025 (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item.
Reported outcome: not verified — the filing’s own statement of the outcome could not be identified for this item.
Support: 98% of votes cast — FOR ÷ (FOR + AGAINST); abstentions and broker non-votes are excluded.
The 50 asset managers below reported 2,428,513 for, 1,453 against.
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Vanguard | 704,189 | 0 | 0 | 0 | For |
| BlackRock | 546,417 | 0 | 0 | 0 | For |
| Fidelity | 285,593 | 0 | 0 | 0 | For |
| Dimensional | 283,172 | 0 | 0 | 0 | For |
| Charles Schwab | 108,504 | 0 | 0 | 0 | For |
| Royce | 82,589 | 0 | 0 | 0 | For |
| American Century | 41,362 | 0 | 0 | 0 | For |
| WisdomTree | 35,728 | 0 | 0 | 0 | For |
| Equitable | 35,452 | 0 | 0 | 0 | For |
| Russell Investments | 31,000 | 0 | 0 | 0 | For |
| TIAA | 26,966 | 0 | 0 | 0 | For |
| HOTCHKIS & WILEY FUNDS /DE/ | 26,200 | 0 | 0 | 0 | For |
| QUANTITATIVE MASTER SERIES LLC | 23,345 | 0 | 0 | 0 | For |
| State Street | 22,588 | 27 | 0 | 0 | For |
| Columbia Threadneedle | 19,200 | 0 | 0 | 0 | For |
| Principal | 16,200 | 0 | 0 | 0 | For |
| Northern Trust | 14,720 | 0 | 0 | 0 | For |
| FINANCIAL INVESTORS TRUST | 13,080 | 0 | 0 | 0 | For |
| Prudential/PGIM | 11,000 | 0 | 0 | 0 | For |
| Lincoln Financial | 10,246 | 0 | 0 | 0 | For |
| Pacific Life | 9,807 | 0 | 0 | 0 | For |
| First Trust | 8,525 | 0 | 0 | 0 | For |
| Global X | 8,002 | 0 | 0 | 0 | For |
| Thrivent | 7,715 | 0 | 0 | 0 | For |
| AIG/SunAmerica | 6,674 | 0 | 0 | 0 | For |
Showing the 25 largest of 50 asset managers. All 50 are in the interactive database (link above).
Meeting held May 22, 2025.
Combines 2 wordings of this item as funds reported it.
99% Majority: yes · of votes cast
Description as filed by funds: Election of the following persons as Directors: Gary L. Hinkle
BURKE & HERBERT FINANCIAL SERVICES CORP.’s own tally for this item (“Elect Director: Gary L. Hinkle”): 7,374,092 for, 76,680 against, per its Form 8-K filed May 23, 2025 (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item.
Reported outcome: not verified — the filing’s own statement of the outcome could not be identified for this item.
Support: 99% of votes cast — FOR ÷ (FOR + AGAINST); abstentions and broker non-votes are excluded.
The 50 asset managers below reported 2,429,966 for.
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Vanguard | 704,189 | 0 | 0 | 0 | For |
| BlackRock | 546,417 | 0 | 0 | 0 | For |
| Fidelity | 285,593 | 0 | 0 | 0 | For |
| Dimensional | 283,172 | 0 | 0 | 0 | For |
| Charles Schwab | 108,504 | 0 | 0 | 0 | For |
| Royce | 82,589 | 0 | 0 | 0 | For |
| American Century | 41,362 | 0 | 0 | 0 | For |
| WisdomTree | 35,728 | 0 | 0 | 0 | For |
| Equitable | 35,452 | 0 | 0 | 0 | For |
| Russell Investments | 31,000 | 0 | 0 | 0 | For |
| TIAA | 26,966 | 0 | 0 | 0 | For |
| HOTCHKIS & WILEY FUNDS /DE/ | 26,200 | 0 | 0 | 0 | For |
| QUANTITATIVE MASTER SERIES LLC | 23,345 | 0 | 0 | 0 | For |
| State Street | 22,615 | 0 | 0 | 0 | For |
| Columbia Threadneedle | 19,200 | 0 | 0 | 0 | For |
| Principal | 16,200 | 0 | 0 | 0 | For |
| Northern Trust | 14,720 | 0 | 0 | 0 | For |
| FINANCIAL INVESTORS TRUST | 13,080 | 0 | 0 | 0 | For |
| Prudential/PGIM | 11,000 | 0 | 0 | 0 | For |
| Lincoln Financial | 10,246 | 0 | 0 | 0 | For |
| Pacific Life | 9,807 | 0 | 0 | 0 | For |
| First Trust | 8,525 | 0 | 0 | 0 | For |
| Global X | 8,002 | 0 | 0 | 0 | For |
| Thrivent | 7,715 | 0 | 0 | 0 | For |
| AIG/SunAmerica | 6,674 | 0 | 0 | 0 | For |
Showing the 25 largest of 50 asset managers. All 50 are in the interactive database (link above).
Meeting held May 22, 2025.
Combines 2 wordings of this item as funds reported it.
97% Majority: yes · of votes cast
Description as filed by funds: Election of the following persons as Directors: Georgette R. George
BURKE & HERBERT FINANCIAL SERVICES CORP.’s own tally for this item (“Elect Director: Georgette R. George”): 7,200,493 for, 258,588 against, per its Form 8-K filed May 23, 2025 (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item.
Reported outcome: not verified — the filing’s own statement of the outcome could not be identified for this item.
Support: 97% of votes cast — FOR ÷ (FOR + AGAINST); abstentions and broker non-votes are excluded.
The 50 asset managers below reported 2,280,321 for, 149,645 against.
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Vanguard | 704,189 | 0 | 0 | 0 | For |
| BlackRock | 546,417 | 0 | 0 | 0 | For |
| Fidelity | 285,593 | 0 | 0 | 0 | For |
| Dimensional | 283,172 | 0 | 0 | 0 | For |
| Charles Schwab | 0 | 108,504 | 0 | 0 | Against |
| Royce | 82,589 | 0 | 0 | 0 | For |
| American Century | 41,362 | 0 | 0 | 0 | For |
| WisdomTree | 35,728 | 0 | 0 | 0 | For |
| Equitable | 35,452 | 0 | 0 | 0 | For |
| Russell Investments | 0 | 31,000 | 0 | 0 | Against |
| TIAA | 26,966 | 0 | 0 | 0 | For |
| HOTCHKIS & WILEY FUNDS /DE/ | 26,200 | 0 | 0 | 0 | For |
| QUANTITATIVE MASTER SERIES LLC | 23,345 | 0 | 0 | 0 | For |
| State Street | 22,615 | 0 | 0 | 0 | For |
| Columbia Threadneedle | 19,200 | 0 | 0 | 0 | For |
| Principal | 16,200 | 0 | 0 | 0 | For |
| Northern Trust | 14,720 | 0 | 0 | 0 | For |
| FINANCIAL INVESTORS TRUST | 13,080 | 0 | 0 | 0 | For |
| Prudential/PGIM | 11,000 | 0 | 0 | 0 | For |
| Lincoln Financial | 10,246 | 0 | 0 | 0 | For |
| Pacific Life | 9,807 | 0 | 0 | 0 | For |
| First Trust | 8,525 | 0 | 0 | 0 | For |
| Global X | 0 | 8,002 | 0 | 0 | Against |
| Thrivent | 7,715 | 0 | 0 | 0 | For |
| AIG/SunAmerica | 6,674 | 0 | 0 | 0 | For |
Showing the 25 largest of 50 asset managers. All 50 are in the interactive database (link above).
Meeting held May 22, 2025.
Combines 2 wordings of this item as funds reported it.
98% Majority: yes · of votes cast
Description as filed by funds: Election of the following persons as Directors: H. Charles Maddy, III
BURKE & HERBERT FINANCIAL SERVICES CORP.’s own tally for this item (“Elect Director: H. Charles Maddy, III”): 7,311,378 for, 139,827 against, per its Form 8-K filed May 23, 2025 (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item.
Reported outcome: not verified — the filing’s own statement of the outcome could not be identified for this item.
Support: 98% of votes cast — FOR ÷ (FOR + AGAINST); abstentions and broker non-votes are excluded.
The 50 asset managers below reported 2,394,236 for, 35,730 against.
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Vanguard | 704,189 | 0 | 0 | 0 | For |
| BlackRock | 546,417 | 0 | 0 | 0 | For |
| Fidelity | 285,593 | 0 | 0 | 0 | For |
| Dimensional | 283,172 | 0 | 0 | 0 | For |
| Charles Schwab | 108,504 | 0 | 0 | 0 | For |
| Royce | 82,589 | 0 | 0 | 0 | For |
| American Century | 41,362 | 0 | 0 | 0 | For |
| WisdomTree | 0 | 35,728 | 0 | 0 | Against |
| Equitable | 35,452 | 0 | 0 | 0 | For |
| Russell Investments | 31,000 | 0 | 0 | 0 | For |
| TIAA | 26,966 | 0 | 0 | 0 | For |
| HOTCHKIS & WILEY FUNDS /DE/ | 26,200 | 0 | 0 | 0 | For |
| QUANTITATIVE MASTER SERIES LLC | 23,345 | 0 | 0 | 0 | For |
| State Street | 22,613 | 2 | 0 | 0 | For |
| Columbia Threadneedle | 19,200 | 0 | 0 | 0 | For |
| Principal | 16,200 | 0 | 0 | 0 | For |
| Northern Trust | 14,720 | 0 | 0 | 0 | For |
| FINANCIAL INVESTORS TRUST | 13,080 | 0 | 0 | 0 | For |
| Prudential/PGIM | 11,000 | 0 | 0 | 0 | For |
| Lincoln Financial | 10,246 | 0 | 0 | 0 | For |
| Pacific Life | 9,807 | 0 | 0 | 0 | For |
| First Trust | 8,525 | 0 | 0 | 0 | For |
| Global X | 8,002 | 0 | 0 | 0 | For |
| Thrivent | 7,715 | 0 | 0 | 0 | For |
| AIG/SunAmerica | 6,674 | 0 | 0 | 0 | For |
Showing the 25 largest of 50 asset managers. All 50 are in the interactive database (link above).
Meeting held May 22, 2025.
Combines 2 wordings of this item as funds reported it.
99.0% Majority: yes · of votes cast
Description as filed by funds: Election of the following persons as Directors: James M. Burke
BURKE & HERBERT FINANCIAL SERVICES CORP.’s own tally for this item (“Elect Director: James M. Burke”): 7,388,375 for, 70,919 against, per its Form 8-K filed May 23, 2025 (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item.
Reported outcome: not verified — the filing’s own statement of the outcome could not be identified for this item.
Support: 99.0% of votes cast — FOR ÷ (FOR + AGAINST); abstentions and broker non-votes are excluded.
The 50 asset managers below reported 2,429,964 for, 2 against.
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Vanguard | 704,189 | 0 | 0 | 0 | For |
| BlackRock | 546,417 | 0 | 0 | 0 | For |
| Fidelity | 285,593 | 0 | 0 | 0 | For |
| Dimensional | 283,172 | 0 | 0 | 0 | For |
| Charles Schwab | 108,504 | 0 | 0 | 0 | For |
| Royce | 82,589 | 0 | 0 | 0 | For |
| American Century | 41,362 | 0 | 0 | 0 | For |
| WisdomTree | 35,728 | 0 | 0 | 0 | For |
| Equitable | 35,452 | 0 | 0 | 0 | For |
| Russell Investments | 31,000 | 0 | 0 | 0 | For |
| TIAA | 26,966 | 0 | 0 | 0 | For |
| HOTCHKIS & WILEY FUNDS /DE/ | 26,200 | 0 | 0 | 0 | For |
| QUANTITATIVE MASTER SERIES LLC | 23,345 | 0 | 0 | 0 | For |
| State Street | 22,613 | 2 | 0 | 0 | For |
| Columbia Threadneedle | 19,200 | 0 | 0 | 0 | For |
| Principal | 16,200 | 0 | 0 | 0 | For |
| Northern Trust | 14,720 | 0 | 0 | 0 | For |
| FINANCIAL INVESTORS TRUST | 13,080 | 0 | 0 | 0 | For |
| Prudential/PGIM | 11,000 | 0 | 0 | 0 | For |
| Lincoln Financial | 10,246 | 0 | 0 | 0 | For |
| Pacific Life | 9,807 | 0 | 0 | 0 | For |
| First Trust | 8,525 | 0 | 0 | 0 | For |
| Global X | 8,002 | 0 | 0 | 0 | For |
| Thrivent | 7,715 | 0 | 0 | 0 | For |
| AIG/SunAmerica | 6,674 | 0 | 0 | 0 | For |
Showing the 25 largest of 50 asset managers. All 50 are in the interactive database (link above).
Meeting held May 22, 2025.
Combines 2 wordings of this item as funds reported it.
98% Majority: yes · of votes cast
Description as filed by funds: Election of the following persons as Directors: James P. Geary, II
BURKE & HERBERT FINANCIAL SERVICES CORP.’s own tally for this item (“Elect Director: James P. Geary, II”): 7,314,407 for, 136,774 against, per its Form 8-K filed May 23, 2025 (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item.
Reported outcome: not verified — the filing’s own statement of the outcome could not be identified for this item.
Support: 98% of votes cast — FOR ÷ (FOR + AGAINST); abstentions and broker non-votes are excluded.
The 50 asset managers below reported 2,398,552 for, 31,414 against.
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Vanguard | 704,189 | 0 | 0 | 0 | For |
| BlackRock | 546,417 | 0 | 0 | 0 | For |
| Fidelity | 285,593 | 0 | 0 | 0 | For |
| Dimensional | 283,172 | 0 | 0 | 0 | For |
| Charles Schwab | 108,504 | 0 | 0 | 0 | For |
| Royce | 82,589 | 0 | 0 | 0 | For |
| American Century | 41,362 | 0 | 0 | 0 | For |
| WisdomTree | 35,728 | 0 | 0 | 0 | For |
| Equitable | 35,452 | 0 | 0 | 0 | For |
| Russell Investments | 31,000 | 0 | 0 | 0 | For |
| TIAA | 0 | 26,966 | 0 | 0 | Against |
| HOTCHKIS & WILEY FUNDS /DE/ | 26,200 | 0 | 0 | 0 | For |
| QUANTITATIVE MASTER SERIES LLC | 23,345 | 0 | 0 | 0 | For |
| State Street | 22,615 | 0 | 0 | 0 | For |
| Columbia Threadneedle | 19,200 | 0 | 0 | 0 | For |
| Principal | 16,200 | 0 | 0 | 0 | For |
| Northern Trust | 14,720 | 0 | 0 | 0 | For |
| FINANCIAL INVESTORS TRUST | 13,080 | 0 | 0 | 0 | For |
| Prudential/PGIM | 11,000 | 0 | 0 | 0 | For |
| Lincoln Financial | 10,246 | 0 | 0 | 0 | For |
| Pacific Life | 9,807 | 0 | 0 | 0 | For |
| First Trust | 8,525 | 0 | 0 | 0 | For |
| Global X | 8,002 | 0 | 0 | 0 | For |
| Thrivent | 7,715 | 0 | 0 | 0 | For |
| AIG/SunAmerica | 6,674 | 0 | 0 | 0 | For |
Showing the 25 largest of 50 asset managers. All 50 are in the interactive database (link above).
Meeting held May 22, 2025.
Combines 2 wordings of this item as funds reported it.
99% Majority: yes · of votes cast
Description as filed by funds: Election of the following persons as Directors: Jill S. Upson
BURKE & HERBERT FINANCIAL SERVICES CORP.’s own tally for this item (“Elect Director: Jill S. Upson”): 7,356,035 for, 102,351 against, per its Form 8-K filed May 23, 2025 (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item.
Reported outcome: not verified — the filing’s own statement of the outcome could not be identified for this item.
Support: 99% of votes cast — FOR ÷ (FOR + AGAINST); abstentions and broker non-votes are excluded.
The 50 asset managers below reported 2,429,966 for.
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Vanguard | 704,189 | 0 | 0 | 0 | For |
| BlackRock | 546,417 | 0 | 0 | 0 | For |
| Fidelity | 285,593 | 0 | 0 | 0 | For |
| Dimensional | 283,172 | 0 | 0 | 0 | For |
| Charles Schwab | 108,504 | 0 | 0 | 0 | For |
| Royce | 82,589 | 0 | 0 | 0 | For |
| American Century | 41,362 | 0 | 0 | 0 | For |
| WisdomTree | 35,728 | 0 | 0 | 0 | For |
| Equitable | 35,452 | 0 | 0 | 0 | For |
| Russell Investments | 31,000 | 0 | 0 | 0 | For |
| TIAA | 26,966 | 0 | 0 | 0 | For |
| HOTCHKIS & WILEY FUNDS /DE/ | 26,200 | 0 | 0 | 0 | For |
| QUANTITATIVE MASTER SERIES LLC | 23,345 | 0 | 0 | 0 | For |
| State Street | 22,615 | 0 | 0 | 0 | For |
| Columbia Threadneedle | 19,200 | 0 | 0 | 0 | For |
| Principal | 16,200 | 0 | 0 | 0 | For |
| Northern Trust | 14,720 | 0 | 0 | 0 | For |
| FINANCIAL INVESTORS TRUST | 13,080 | 0 | 0 | 0 | For |
| Prudential/PGIM | 11,000 | 0 | 0 | 0 | For |
| Lincoln Financial | 10,246 | 0 | 0 | 0 | For |
| Pacific Life | 9,807 | 0 | 0 | 0 | For |
| First Trust | 8,525 | 0 | 0 | 0 | For |
| Global X | 8,002 | 0 | 0 | 0 | For |
| Thrivent | 7,715 | 0 | 0 | 0 | For |
| AIG/SunAmerica | 6,674 | 0 | 0 | 0 | For |
Showing the 25 largest of 50 asset managers. All 50 are in the interactive database (link above).
Meeting held May 22, 2025.
Combines 2 wordings of this item as funds reported it.
98% Majority: yes · of votes cast
Description as filed by funds: Election of the following persons as Directors: Jose D. Riojas
BURKE & HERBERT FINANCIAL SERVICES CORP.’s own tally for this item (“Elect Director: Jose D. Riojas”): 7,323,284 for, 115,496 against, per its Form 8-K filed May 23, 2025 (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item.
Reported outcome: not verified — the filing’s own statement of the outcome could not be identified for this item.
Support: 98% of votes cast — FOR ÷ (FOR + AGAINST); abstentions and broker non-votes are excluded.
The 50 asset managers below reported 2,398,552 for, 31,414 against.
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Vanguard | 704,189 | 0 | 0 | 0 | For |
| BlackRock | 546,417 | 0 | 0 | 0 | For |
| Fidelity | 285,593 | 0 | 0 | 0 | For |
| Dimensional | 283,172 | 0 | 0 | 0 | For |
| Charles Schwab | 108,504 | 0 | 0 | 0 | For |
| Royce | 82,589 | 0 | 0 | 0 | For |
| American Century | 41,362 | 0 | 0 | 0 | For |
| WisdomTree | 35,728 | 0 | 0 | 0 | For |
| Equitable | 35,452 | 0 | 0 | 0 | For |
| Russell Investments | 31,000 | 0 | 0 | 0 | For |
| TIAA | 0 | 26,966 | 0 | 0 | Against |
| HOTCHKIS & WILEY FUNDS /DE/ | 26,200 | 0 | 0 | 0 | For |
| QUANTITATIVE MASTER SERIES LLC | 23,345 | 0 | 0 | 0 | For |
| State Street | 22,615 | 0 | 0 | 0 | For |
| Columbia Threadneedle | 19,200 | 0 | 0 | 0 | For |
| Principal | 16,200 | 0 | 0 | 0 | For |
| Northern Trust | 14,720 | 0 | 0 | 0 | For |
| FINANCIAL INVESTORS TRUST | 13,080 | 0 | 0 | 0 | For |
| Prudential/PGIM | 11,000 | 0 | 0 | 0 | For |
| Lincoln Financial | 10,246 | 0 | 0 | 0 | For |
| Pacific Life | 9,807 | 0 | 0 | 0 | For |
| First Trust | 8,525 | 0 | 0 | 0 | For |
| Global X | 8,002 | 0 | 0 | 0 | For |
| Thrivent | 7,715 | 0 | 0 | 0 | For |
| AIG/SunAmerica | 6,674 | 0 | 0 | 0 | For |
Showing the 25 largest of 50 asset managers. All 50 are in the interactive database (link above).
Meeting held May 22, 2025.
Combines 2 wordings of this item as funds reported it.
99% Majority: yes · of votes cast
Description as filed by funds: Election of the following persons as Directors: Julian F. Barnwell, Jr.
BURKE & HERBERT FINANCIAL SERVICES CORP.’s own tally for this item (“Elect Director: Julian F. Barnwell, Jr.”): 7,360,761 for, 80,866 against, per its Form 8-K filed May 23, 2025 (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item.
Reported outcome: not verified — the filing’s own statement of the outcome could not be identified for this item.
Support: 99% of votes cast — FOR ÷ (FOR + AGAINST); abstentions and broker non-votes are excluded.
The 50 asset managers below reported 2,429,964 for, 2 against.
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Vanguard | 704,189 | 0 | 0 | 0 | For |
| BlackRock | 546,417 | 0 | 0 | 0 | For |
| Fidelity | 285,593 | 0 | 0 | 0 | For |
| Dimensional | 283,172 | 0 | 0 | 0 | For |
| Charles Schwab | 108,504 | 0 | 0 | 0 | For |
| Royce | 82,589 | 0 | 0 | 0 | For |
| American Century | 41,362 | 0 | 0 | 0 | For |
| WisdomTree | 35,728 | 0 | 0 | 0 | For |
| Equitable | 35,452 | 0 | 0 | 0 | For |
| Russell Investments | 31,000 | 0 | 0 | 0 | For |
| TIAA | 26,966 | 0 | 0 | 0 | For |
| HOTCHKIS & WILEY FUNDS /DE/ | 26,200 | 0 | 0 | 0 | For |
| QUANTITATIVE MASTER SERIES LLC | 23,345 | 0 | 0 | 0 | For |
| State Street | 22,613 | 2 | 0 | 0 | For |
| Columbia Threadneedle | 19,200 | 0 | 0 | 0 | For |
| Principal | 16,200 | 0 | 0 | 0 | For |
| Northern Trust | 14,720 | 0 | 0 | 0 | For |
| FINANCIAL INVESTORS TRUST | 13,080 | 0 | 0 | 0 | For |
| Prudential/PGIM | 11,000 | 0 | 0 | 0 | For |
| Lincoln Financial | 10,246 | 0 | 0 | 0 | For |
| Pacific Life | 9,807 | 0 | 0 | 0 | For |
| First Trust | 8,525 | 0 | 0 | 0 | For |
| Global X | 8,002 | 0 | 0 | 0 | For |
| Thrivent | 7,715 | 0 | 0 | 0 | For |
| AIG/SunAmerica | 6,674 | 0 | 0 | 0 | For |
Showing the 25 largest of 50 asset managers. All 50 are in the interactive database (link above).
Meeting held May 22, 2025.
Combines 6 wordings of this item as funds reported it.
98% Majority: yes · of votes cast
Description as filed by funds: Election of the following persons as Directors: Katherine D. Bonnafe
BURKE & HERBERT FINANCIAL SERVICES CORP.’s own tally for this item (“Elect Director: Katherine D. Bonnafé”): 7,314,466 for, 125,012 against, per its Form 8-K filed May 23, 2025 (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item.
Reported outcome: not verified — the filing’s own statement of the outcome could not be identified for this item.
Support: 98% of votes cast — FOR ÷ (FOR + AGAINST); abstentions and broker non-votes are excluded.
The 50 asset managers below reported 2,401,628 for, 28,338 against.
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Vanguard | 704,189 | 0 | 0 | 0 | For |
| BlackRock | 546,417 | 0 | 0 | 0 | For |
| Fidelity | 285,593 | 0 | 0 | 0 | For |
| Dimensional | 283,172 | 0 | 0 | 0 | For |
| Charles Schwab | 108,504 | 0 | 0 | 0 | For |
| Royce | 82,589 | 0 | 0 | 0 | For |
| American Century | 41,362 | 0 | 0 | 0 | For |
| WisdomTree | 35,728 | 0 | 0 | 0 | For |
| Equitable | 35,452 | 0 | 0 | 0 | For |
| Russell Investments | 31,000 | 0 | 0 | 0 | For |
| TIAA | 0 | 26,966 | 0 | 0 | Against |
| HOTCHKIS & WILEY FUNDS /DE/ | 26,200 | 0 | 0 | 0 | For |
| QUANTITATIVE MASTER SERIES LLC | 23,345 | 0 | 0 | 0 | For |
| State Street | 22,615 | 0 | 0 | 0 | For |
| Columbia Threadneedle | 19,200 | 0 | 0 | 0 | For |
| Principal | 16,200 | 0 | 0 | 0 | For |
| Northern Trust | 14,720 | 0 | 0 | 0 | For |
| FINANCIAL INVESTORS TRUST | 13,080 | 0 | 0 | 0 | For |
| Prudential/PGIM | 11,000 | 0 | 0 | 0 | For |
| Lincoln Financial | 10,246 | 0 | 0 | 0 | For |
| Pacific Life | 9,807 | 0 | 0 | 0 | For |
| First Trust | 8,525 | 0 | 0 | 0 | For |
| Global X | 8,002 | 0 | 0 | 0 | For |
| Thrivent | 7,715 | 0 | 0 | 0 | For |
| AIG/SunAmerica | 6,674 | 0 | 0 | 0 | For |
Showing the 25 largest of 50 asset managers. All 50 are in the interactive database (link above).
Meeting held May 22, 2025.
Combines 2 wordings of this item as funds reported it.
99.0% Majority: yes · of votes cast
Description as filed by funds: Election of the following persons as Directors: Mark G. Anderson
BURKE & HERBERT FINANCIAL SERVICES CORP.’s own tally for this item (“Elect Director: Mark G. Anderson”): 7,363,258 for, 71,287 against, per its Form 8-K filed May 23, 2025 (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item.
Reported outcome: not verified — the filing’s own statement of the outcome could not be identified for this item.
Support: 99.0% of votes cast — FOR ÷ (FOR + AGAINST); abstentions and broker non-votes are excluded.
The 50 asset managers below reported 2,429,966 for.
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Vanguard | 704,189 | 0 | 0 | 0 | For |
| BlackRock | 546,417 | 0 | 0 | 0 | For |
| Fidelity | 285,593 | 0 | 0 | 0 | For |
| Dimensional | 283,172 | 0 | 0 | 0 | For |
| Charles Schwab | 108,504 | 0 | 0 | 0 | For |
| Royce | 82,589 | 0 | 0 | 0 | For |
| American Century | 41,362 | 0 | 0 | 0 | For |
| WisdomTree | 35,728 | 0 | 0 | 0 | For |
| Equitable | 35,452 | 0 | 0 | 0 | For |
| Russell Investments | 31,000 | 0 | 0 | 0 | For |
| TIAA | 26,966 | 0 | 0 | 0 | For |
| HOTCHKIS & WILEY FUNDS /DE/ | 26,200 | 0 | 0 | 0 | For |
| QUANTITATIVE MASTER SERIES LLC | 23,345 | 0 | 0 | 0 | For |
| State Street | 22,615 | 0 | 0 | 0 | For |
| Columbia Threadneedle | 19,200 | 0 | 0 | 0 | For |
| Principal | 16,200 | 0 | 0 | 0 | For |
| Northern Trust | 14,720 | 0 | 0 | 0 | For |
| FINANCIAL INVESTORS TRUST | 13,080 | 0 | 0 | 0 | For |
| Prudential/PGIM | 11,000 | 0 | 0 | 0 | For |
| Lincoln Financial | 10,246 | 0 | 0 | 0 | For |
| Pacific Life | 9,807 | 0 | 0 | 0 | For |
| First Trust | 8,525 | 0 | 0 | 0 | For |
| Global X | 8,002 | 0 | 0 | 0 | For |
| Thrivent | 7,715 | 0 | 0 | 0 | For |
| AIG/SunAmerica | 6,674 | 0 | 0 | 0 | For |
Showing the 25 largest of 50 asset managers. All 50 are in the interactive database (link above).
Meeting held May 22, 2025.
Combines 2 wordings of this item as funds reported it.
99% Majority: yes · of votes cast
Description as filed by funds: Election of the following persons as Directors: Oscar M. Bean
BURKE & HERBERT FINANCIAL SERVICES CORP.’s own tally for this item (“Elect Director: Oscar M. Bean”): 7,370,920 for, 80,112 against, per its Form 8-K filed May 23, 2025 (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item.
Reported outcome: not verified — the filing’s own statement of the outcome could not be identified for this item.
Support: 99% of votes cast — FOR ÷ (FOR + AGAINST); abstentions and broker non-votes are excluded.
The 50 asset managers below reported 2,429,966 for.
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Vanguard | 704,189 | 0 | 0 | 0 | For |
| BlackRock | 546,417 | 0 | 0 | 0 | For |
| Fidelity | 285,593 | 0 | 0 | 0 | For |
| Dimensional | 283,172 | 0 | 0 | 0 | For |
| Charles Schwab | 108,504 | 0 | 0 | 0 | For |
| Royce | 82,589 | 0 | 0 | 0 | For |
| American Century | 41,362 | 0 | 0 | 0 | For |
| WisdomTree | 35,728 | 0 | 0 | 0 | For |
| Equitable | 35,452 | 0 | 0 | 0 | For |
| Russell Investments | 31,000 | 0 | 0 | 0 | For |
| TIAA | 26,966 | 0 | 0 | 0 | For |
| HOTCHKIS & WILEY FUNDS /DE/ | 26,200 | 0 | 0 | 0 | For |
| QUANTITATIVE MASTER SERIES LLC | 23,345 | 0 | 0 | 0 | For |
| State Street | 22,615 | 0 | 0 | 0 | For |
| Columbia Threadneedle | 19,200 | 0 | 0 | 0 | For |
| Principal | 16,200 | 0 | 0 | 0 | For |
| Northern Trust | 14,720 | 0 | 0 | 0 | For |
| FINANCIAL INVESTORS TRUST | 13,080 | 0 | 0 | 0 | For |
| Prudential/PGIM | 11,000 | 0 | 0 | 0 | For |
| Lincoln Financial | 10,246 | 0 | 0 | 0 | For |
| Pacific Life | 9,807 | 0 | 0 | 0 | For |
| First Trust | 8,525 | 0 | 0 | 0 | For |
| Global X | 8,002 | 0 | 0 | 0 | For |
| Thrivent | 7,715 | 0 | 0 | 0 | For |
| AIG/SunAmerica | 6,674 | 0 | 0 | 0 | For |
Showing the 25 largest of 50 asset managers. All 50 are in the interactive database (link above).
Meeting held May 22, 2025.
Combines 2 wordings of this item as funds reported it.
97% Majority: yes · of votes cast
Description as filed by funds: Election of the following persons as Directors: S. Laing Hinson
BURKE & HERBERT FINANCIAL SERVICES CORP.’s own tally for this item (“Elect Director: S. Laing Hinson”): 7,204,987 for, 236,789 against, per its Form 8-K filed May 23, 2025 (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item.
Reported outcome: not verified — the filing’s own statement of the outcome could not be identified for this item.
Support: 97% of votes cast — FOR ÷ (FOR + AGAINST); abstentions and broker non-votes are excluded.
The 50 asset managers below reported 2,338,205 for, 91,761 against.
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Vanguard | 704,189 | 0 | 0 | 0 | For |
| BlackRock | 546,417 | 0 | 0 | 0 | For |
| Fidelity | 285,593 | 0 | 0 | 0 | For |
| Dimensional | 283,172 | 0 | 0 | 0 | For |
| Charles Schwab | 108,504 | 0 | 0 | 0 | For |
| Royce | 82,589 | 0 | 0 | 0 | For |
| American Century | 41,362 | 0 | 0 | 0 | For |
| WisdomTree | 35,728 | 0 | 0 | 0 | For |
| Equitable | 35,452 | 0 | 0 | 0 | For |
| Russell Investments | 0 | 31,000 | 0 | 0 | Against |
| TIAA | 0 | 26,966 | 0 | 0 | Against |
| HOTCHKIS & WILEY FUNDS /DE/ | 26,200 | 0 | 0 | 0 | For |
| QUANTITATIVE MASTER SERIES LLC | 23,345 | 0 | 0 | 0 | For |
| State Street | 22,588 | 27 | 0 | 0 | For |
| Columbia Threadneedle | 0 | 19,200 | 0 | 0 | Against |
| Principal | 16,200 | 0 | 0 | 0 | For |
| Northern Trust | 14,720 | 0 | 0 | 0 | For |
| FINANCIAL INVESTORS TRUST | 13,080 | 0 | 0 | 0 | For |
| Prudential/PGIM | 11,000 | 0 | 0 | 0 | For |
| Lincoln Financial | 10,246 | 0 | 0 | 0 | For |
| Pacific Life | 9,807 | 0 | 0 | 0 | For |
| First Trust | 8,525 | 0 | 0 | 0 | For |
| Global X | 0 | 8,002 | 0 | 0 | Against |
| Thrivent | 7,715 | 0 | 0 | 0 | For |
| AIG/SunAmerica | 6,674 | 0 | 0 | 0 | For |
Showing the 25 largest of 50 asset managers. All 50 are in the interactive database (link above).
Meeting held May 22, 2025.
Combines 3 wordings of this item as funds reported it.
99% Majority: yes · of votes cast
Description as filed by funds: Election of the following persons as Directors: Shawn P. McLaughlin
BURKE & HERBERT FINANCIAL SERVICES CORP.’s own tally for this item (“Elect Director: Shawn P. McLaughlin”): 7,331,520 for, 110,545 against, per its Form 8-K filed May 23, 2025 (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item.
Reported outcome: not verified — the filing’s own statement of the outcome could not be identified for this item.
Support: 99% of votes cast — FOR ÷ (FOR + AGAINST); abstentions and broker non-votes are excluded.
The 50 asset managers below reported 2,429,885 for, 81 against.
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Vanguard | 704,189 | 0 | 0 | 0 | For |
| BlackRock | 546,417 | 0 | 0 | 0 | For |
| Fidelity | 285,593 | 0 | 0 | 0 | For |
| Dimensional | 283,172 | 0 | 0 | 0 | For |
| Charles Schwab | 108,504 | 0 | 0 | 0 | For |
| Royce | 82,589 | 0 | 0 | 0 | For |
| American Century | 41,362 | 0 | 0 | 0 | For |
| WisdomTree | 35,728 | 0 | 0 | 0 | For |
| Equitable | 35,452 | 0 | 0 | 0 | For |
| Russell Investments | 31,000 | 0 | 0 | 0 | For |
| TIAA | 26,966 | 0 | 0 | 0 | For |
| HOTCHKIS & WILEY FUNDS /DE/ | 26,200 | 0 | 0 | 0 | For |
| QUANTITATIVE MASTER SERIES LLC | 23,345 | 0 | 0 | 0 | For |
| State Street | 22,588 | 27 | 0 | 0 | For |
| Columbia Threadneedle | 19,200 | 0 | 0 | 0 | For |
| Principal | 16,200 | 0 | 0 | 0 | For |
| Northern Trust | 14,720 | 0 | 0 | 0 | For |
| FINANCIAL INVESTORS TRUST | 13,080 | 0 | 0 | 0 | For |
| Prudential/PGIM | 11,000 | 0 | 0 | 0 | For |
| Lincoln Financial | 10,246 | 0 | 0 | 0 | For |
| Pacific Life | 9,807 | 0 | 0 | 0 | For |
| First Trust | 8,525 | 0 | 0 | 0 | For |
| Global X | 8,002 | 0 | 0 | 0 | For |
| Thrivent | 7,715 | 0 | 0 | 0 | For |
| AIG/SunAmerica | 6,674 | 0 | 0 | 0 | For |
Showing the 25 largest of 50 asset managers. All 50 are in the interactive database (link above).
Meeting held July 15, 2024.
Combines 3 wordings of this item as funds reported it.
99.4% Majority: yes · of votes cast
Description as filed by funds: Election of the following persons as Directors: Jason A. Kitzmiller
BURKE & HERBERT FINANCIAL SERVICES CORP.’s own tally for this item (“Elect Director: Jason A. Kitzmiller”): 7,859,215 for, 39,498 against, per its Form 8-K filed July 16, 2024 (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item.
Reported outcome: not verified — the filing’s own statement of the outcome could not be identified for this item.
Support: 99.4% of votes cast — FOR ÷ (FOR + AGAINST); abstentions and broker non-votes are excluded.
The 49 asset managers below reported 1,948,727 for.
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Vanguard | 530,540 | 0 | 0 | 0 | For |
| BlackRock | 423,638 | 0 | 0 | 0 | For |
| Dimensional | 310,780 | 0 | 0 | 0 | For |
| Fidelity | 229,125 | 0 | 0 | 0 | For |
| Royce | 97,616 | 0 | 0 | 0 | For |
| American Century | 71,725 | 0 | 0 | 0 | For |
| WisdomTree | 42,080 | 0 | 0 | 0 | For |
| TIAA | 23,588 | 0 | 0 | 0 | For |
| Charles Schwab | 23,431 | 0 | 0 | 0 | For |
| QUANTITATIVE MASTER SERIES LLC | 23,112 | 0 | 0 | 0 | For |
| State Street | 21,709 | 0 | 0 | 0 | For |
| Equitable | 20,108 | 0 | 0 | 0 | For |
| Invesco | 20,079 | 0 | 0 | 0 | For |
| FINANCIAL INVESTORS TRUST | 13,080 | 0 | 0 | 0 | For |
| Lincoln Financial | 13,022 | 0 | 0 | 0 | For |
| Northern Trust | 12,861 | 0 | 0 | 0 | For |
| Pacific Life | 6,828 | 0 | 0 | 0 | For |
| AIG/SunAmerica | 5,950 | 0 | 0 | 0 | For |
| Global X | 5,600 | 0 | 0 | 0 | For |
| Bridge Builder Trust | 5,192 | 0 | 0 | 0 | For |
| SEI | 4,829 | 0 | 0 | 0 | For |
| Brighthouse | 4,356 | 0 | 0 | 0 | For |
| John Hancock | 4,305 | 0 | 0 | 0 | For |
| BRIDGEWAY FUNDS INC | 4,173 | 0 | 0 | 0 | For |
| Voya | 3,936 | 0 | 0 | 0 | For |
Showing the 25 largest of 49 asset managers. All 49 are in the interactive database (link above).
Meeting held July 15, 2024.
Combines 3 wordings of this item as funds reported it.
99.5% Majority: yes · of votes cast
Description as filed by funds: Election of the following persons as Directors: Charles S. Piccirillo
BURKE & HERBERT FINANCIAL SERVICES CORP.’s own tally for this item (“Elect Director: Charles S. Piccirillo”): 7,858,862 for, 38,796 against, per its Form 8-K filed July 16, 2024 (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item.
Reported outcome: not verified — the filing’s own statement of the outcome could not be identified for this item.
Support: 99.5% of votes cast — FOR ÷ (FOR + AGAINST); abstentions and broker non-votes are excluded.
The 44 asset managers below reported 1,858,937 for, 94 against.
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Vanguard | 530,540 | 0 | 0 | 0 | For |
| BlackRock | 423,638 | 0 | 0 | 0 | For |
| Dimensional | 246,864 | 0 | 0 | 0 | For |
| Fidelity | 229,125 | 0 | 0 | 0 | For |
| Royce | 97,616 | 0 | 0 | 0 | For |
| American Century | 71,725 | 0 | 0 | 0 | For |
| WisdomTree | 42,080 | 0 | 0 | 0 | For |
| TIAA | 23,588 | 0 | 0 | 0 | For |
| Charles Schwab | 23,431 | 0 | 0 | 0 | For |
| QUANTITATIVE MASTER SERIES LLC | 23,112 | 0 | 0 | 0 | For |
| State Street | 21,709 | 0 | 0 | 0 | For |
| Invesco | 20,079 | 0 | 0 | 0 | For |
| Equitable | 14,507 | 0 | 0 | 0 | For |
| Northern Trust | 12,861 | 0 | 0 | 0 | For |
| Lincoln Financial | 12,796 | 0 | 0 | 0 | For |
| AIG/SunAmerica | 5,950 | 0 | 0 | 0 | For |
| Global X | 5,600 | 0 | 0 | 0 | For |
| Bridge Builder Trust | 5,192 | 0 | 0 | 0 | For |
| Pacific Life | 5,057 | 0 | 0 | 0 | For |
| SEI | 4,829 | 0 | 0 | 0 | For |
| Brighthouse | 4,356 | 0 | 0 | 0 | For |
| John Hancock | 4,305 | 0 | 0 | 0 | For |
| BRIDGEWAY FUNDS INC | 4,173 | 0 | 0 | 0 | For |
| Voya | 3,936 | 0 | 0 | 0 | For |
| First Trust | 3,233 | 0 | 0 | 0 | For |
Showing the 25 largest of 44 asset managers. All 44 are in the interactive database (link above).
Meeting held July 15, 2024.
Combines 3 wordings of this item as funds reported it.
99.3% Majority: yes · of votes cast
Description as filed by funds: Election of the following persons as Directors: David P. Boyle
BURKE & HERBERT FINANCIAL SERVICES CORP.’s own tally for this item (“Elect Director: David P. Boyle”): 7,846,510 for, 50,156 against, per its Form 8-K filed July 16, 2024 (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item.
Reported outcome: not verified — the filing’s own statement of the outcome could not be identified for this item.
Support: 99.3% of votes cast — FOR ÷ (FOR + AGAINST); abstentions and broker non-votes are excluded.
The 44 asset managers below reported 1,851,742 for, 4,137 against.
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Vanguard | 530,540 | 0 | 0 | 0 | For |
| BlackRock | 423,638 | 0 | 0 | 0 | For |
| Dimensional | 246,864 | 0 | 0 | 0 | For |
| Fidelity | 229,125 | 0 | 0 | 0 | For |
| Royce | 97,616 | 0 | 0 | 0 | For |
| American Century | 71,725 | 0 | 0 | 0 | For |
| WisdomTree | 42,080 | 0 | 0 | 0 | For |
| Charles Schwab | 23,431 | 0 | 0 | 0 | For |
| QUANTITATIVE MASTER SERIES LLC | 23,112 | 0 | 0 | 0 | For |
| State Street | 21,705 | 4 | 0 | 0 | For |
| TIAA | 20,436 | 0 | 0 | 0 | For |
| Invesco | 20,079 | 0 | 0 | 0 | For |
| Equitable | 14,507 | 0 | 0 | 0 | For |
| Northern Trust | 12,861 | 0 | 0 | 0 | For |
| Lincoln Financial | 12,796 | 0 | 0 | 0 | For |
| AIG/SunAmerica | 5,950 | 0 | 0 | 0 | For |
| Global X | 5,600 | 0 | 0 | 0 | For |
| Bridge Builder Trust | 5,192 | 0 | 0 | 0 | For |
| Pacific Life | 5,057 | 0 | 0 | 0 | For |
| SEI | 4,829 | 0 | 0 | 0 | For |
| Brighthouse | 4,356 | 0 | 0 | 0 | For |
| John Hancock | 4,305 | 0 | 0 | 0 | For |
| BRIDGEWAY FUNDS INC | 4,173 | 0 | 0 | 0 | For |
| Voya | 3,936 | 0 | 0 | 0 | For |
| First Trust | 3,233 | 0 | 0 | 0 | For |
Showing the 25 largest of 44 asset managers. All 44 are in the interactive database (link above).
Meeting held July 15, 2024.
Combines 3 wordings of this item as funds reported it.
99.5% Majority: yes · of votes cast
Description as filed by funds: Election of the following persons as Directors: James P. Geary, II
BURKE & HERBERT FINANCIAL SERVICES CORP.’s own tally for this item (“Elect Director: James P. Geary, II”): 7,862,439 for, 36,617 against, per its Form 8-K filed July 16, 2024 (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item.
Reported outcome: not verified — the filing’s own statement of the outcome could not be identified for this item.
Support: 99.5% of votes cast — FOR ÷ (FOR + AGAINST); abstentions and broker non-votes are excluded.
The 44 asset managers below reported 1,858,937 for, 94 against.
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Vanguard | 530,540 | 0 | 0 | 0 | For |
| BlackRock | 423,638 | 0 | 0 | 0 | For |
| Dimensional | 246,864 | 0 | 0 | 0 | For |
| Fidelity | 229,125 | 0 | 0 | 0 | For |
| Royce | 97,616 | 0 | 0 | 0 | For |
| American Century | 71,725 | 0 | 0 | 0 | For |
| WisdomTree | 42,080 | 0 | 0 | 0 | For |
| TIAA | 23,588 | 0 | 0 | 0 | For |
| Charles Schwab | 23,431 | 0 | 0 | 0 | For |
| QUANTITATIVE MASTER SERIES LLC | 23,112 | 0 | 0 | 0 | For |
| State Street | 21,709 | 0 | 0 | 0 | For |
| Invesco | 20,079 | 0 | 0 | 0 | For |
| Equitable | 14,507 | 0 | 0 | 0 | For |
| Northern Trust | 12,861 | 0 | 0 | 0 | For |
| Lincoln Financial | 12,796 | 0 | 0 | 0 | For |
| AIG/SunAmerica | 5,950 | 0 | 0 | 0 | For |
| Global X | 5,600 | 0 | 0 | 0 | For |
| Bridge Builder Trust | 5,192 | 0 | 0 | 0 | For |
| Pacific Life | 5,057 | 0 | 0 | 0 | For |
| SEI | 4,829 | 0 | 0 | 0 | For |
| Brighthouse | 4,356 | 0 | 0 | 0 | For |
| John Hancock | 4,305 | 0 | 0 | 0 | For |
| BRIDGEWAY FUNDS INC | 4,173 | 0 | 0 | 0 | For |
| Voya | 3,936 | 0 | 0 | 0 | For |
| First Trust | 3,233 | 0 | 0 | 0 | For |
Showing the 25 largest of 44 asset managers. All 44 are in the interactive database (link above).
Meeting held July 15, 2024.
Combines 3 wordings of this item as funds reported it.
96% Majority: yes · of votes cast
Description as filed by funds: Election of the following persons as Directors: S. Laing Hinson
BURKE & HERBERT FINANCIAL SERVICES CORP.’s own tally for this item (“Elect Director: S. Laing Hinson”): 7,551,198 for, 344,728 against, per its Form 8-K filed July 16, 2024 (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item.
Reported outcome: not verified — the filing’s own statement of the outcome could not be identified for this item.
Support: 96% of votes cast — FOR ÷ (FOR + AGAINST); abstentions and broker non-votes are excluded.
The 44 asset managers below reported 1,769,745 for, 83,460 against.
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Vanguard | 530,540 | 0 | 0 | 0 | For |
| BlackRock | 423,638 | 0 | 0 | 0 | For |
| Dimensional | 246,864 | 0 | 0 | 0 | For |
| Fidelity | 229,125 | 0 | 0 | 0 | For |
| Royce | 97,616 | 0 | 0 | 0 | For |
| American Century | 71,725 | 0 | 0 | 0 | For |
| WisdomTree | 42,080 | 0 | 0 | 0 | For |
| Charles Schwab | 0 | 23,431 | 0 | 0 | Against |
| QUANTITATIVE MASTER SERIES LLC | 23,112 | 0 | 0 | 0 | For |
| State Street | 21,703 | 6 | 0 | 0 | For |
| TIAA | 0 | 20,436 | 0 | 0 | Against |
| Invesco | 20,079 | 0 | 0 | 0 | For |
| Equitable | 14,507 | 0 | 0 | 0 | For |
| Northern Trust | 0 | 12,861 | 0 | 0 | Against |
| Lincoln Financial | 2,576 | 10,220 | 0 | 0 | Mixed |
| AIG/SunAmerica | 5,950 | 0 | 0 | 0 | For |
| Global X | 0 | 5,600 | 0 | 0 | Against |
| Bridge Builder Trust | 5,192 | 0 | 0 | 0 | For |
| Pacific Life | 5,057 | 0 | 0 | 0 | For |
| SEI | 0 | 4,829 | 0 | 0 | Against |
| Brighthouse | 4,356 | 0 | 0 | 0 | For |
| John Hancock | 4,305 | 0 | 0 | 0 | For |
| BRIDGEWAY FUNDS INC | 0 | 4,173 | 0 | 0 | Against |
| Voya | 3,936 | 0 | 0 | 0 | For |
| First Trust | 3,233 | 0 | 0 | 0 | For |
Showing the 25 largest of 44 asset managers. All 44 are in the interactive database (link above).
Meeting held July 15, 2024.
Combines 3 wordings of this item as funds reported it.
99.4% Majority: yes · of votes cast
Description as filed by funds: Election of the following persons as Directors: Gary L. Hinkle
BURKE & HERBERT FINANCIAL SERVICES CORP.’s own tally for this item (“Elect Director: Gary L. Hinkle”): 7,864,706 for, 41,657 against, per its Form 8-K filed July 16, 2024 (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item.
Reported outcome: not verified — the filing’s own statement of the outcome could not be identified for this item.
Support: 99.4% of votes cast — FOR ÷ (FOR + AGAINST); abstentions and broker non-votes are excluded.
The 43 asset managers below reported 1,852,803 for.
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Vanguard | 530,540 | 0 | 0 | 0 | For |
| BlackRock | 423,638 | 0 | 0 | 0 | For |
| Dimensional | 246,864 | 0 | 0 | 0 | For |
| Fidelity | 229,125 | 0 | 0 | 0 | For |
| Royce | 97,616 | 0 | 0 | 0 | For |
| American Century | 71,725 | 0 | 0 | 0 | For |
| WisdomTree | 42,080 | 0 | 0 | 0 | For |
| Charles Schwab | 23,431 | 0 | 0 | 0 | For |
| QUANTITATIVE MASTER SERIES LLC | 23,112 | 0 | 0 | 0 | For |
| State Street | 21,709 | 0 | 0 | 0 | For |
| TIAA | 20,436 | 0 | 0 | 0 | For |
| Invesco | 20,079 | 0 | 0 | 0 | For |
| Equitable | 14,507 | 0 | 0 | 0 | For |
| Northern Trust | 12,861 | 0 | 0 | 0 | For |
| Lincoln Financial | 12,796 | 0 | 0 | 0 | For |
| AIG/SunAmerica | 5,950 | 0 | 0 | 0 | For |
| Global X | 5,600 | 0 | 0 | 0 | For |
| Bridge Builder Trust | 5,192 | 0 | 0 | 0 | For |
| Pacific Life | 5,057 | 0 | 0 | 0 | For |
| SEI | 4,829 | 0 | 0 | 0 | For |
| Brighthouse | 4,356 | 0 | 0 | 0 | For |
| John Hancock | 4,305 | 0 | 0 | 0 | For |
| BRIDGEWAY FUNDS INC | 4,173 | 0 | 0 | 0 | For |
| Voya | 3,936 | 0 | 0 | 0 | For |
| First Trust | 3,233 | 0 | 0 | 0 | For |
Showing the 25 largest of 43 asset managers. All 43 are in the interactive database (link above).
Meeting held July 15, 2024.
Combines 3 wordings of this item as funds reported it.
99.4% Majority: yes · of votes cast
Description as filed by funds: Election of the following persons as Directors: Georgette R. George
BURKE & HERBERT FINANCIAL SERVICES CORP.’s own tally for this item (“Elect Director: Georgette R. George”): 7,865,360 for, 39,851 against, per its Form 8-K filed July 16, 2024 (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item.
Reported outcome: not verified — the filing’s own statement of the outcome could not be identified for this item.
Support: 99.4% of votes cast — FOR ÷ (FOR + AGAINST); abstentions and broker non-votes are excluded.
The 43 asset managers below reported 1,852,803 for.
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Vanguard | 530,540 | 0 | 0 | 0 | For |
| BlackRock | 423,638 | 0 | 0 | 0 | For |
| Dimensional | 246,864 | 0 | 0 | 0 | For |
| Fidelity | 229,125 | 0 | 0 | 0 | For |
| Royce | 97,616 | 0 | 0 | 0 | For |
| American Century | 71,725 | 0 | 0 | 0 | For |
| WisdomTree | 42,080 | 0 | 0 | 0 | For |
| Charles Schwab | 23,431 | 0 | 0 | 0 | For |
| QUANTITATIVE MASTER SERIES LLC | 23,112 | 0 | 0 | 0 | For |
| State Street | 21,709 | 0 | 0 | 0 | For |
| TIAA | 20,436 | 0 | 0 | 0 | For |
| Invesco | 20,079 | 0 | 0 | 0 | For |
| Equitable | 14,507 | 0 | 0 | 0 | For |
| Northern Trust | 12,861 | 0 | 0 | 0 | For |
| Lincoln Financial | 12,796 | 0 | 0 | 0 | For |
| AIG/SunAmerica | 5,950 | 0 | 0 | 0 | For |
| Global X | 5,600 | 0 | 0 | 0 | For |
| Bridge Builder Trust | 5,192 | 0 | 0 | 0 | For |
| Pacific Life | 5,057 | 0 | 0 | 0 | For |
| SEI | 4,829 | 0 | 0 | 0 | For |
| Brighthouse | 4,356 | 0 | 0 | 0 | For |
| John Hancock | 4,305 | 0 | 0 | 0 | For |
| BRIDGEWAY FUNDS INC | 4,173 | 0 | 0 | 0 | For |
| Voya | 3,936 | 0 | 0 | 0 | For |
| First Trust | 3,233 | 0 | 0 | 0 | For |
Showing the 25 largest of 43 asset managers. All 43 are in the interactive database (link above).
Meeting held July 15, 2024.
Combines 3 wordings of this item as funds reported it.
98% Majority: yes · of votes cast
Description as filed by funds: Election of the following persons as Directors: H. Charles Maddy, III
BURKE & HERBERT FINANCIAL SERVICES CORP.’s own tally for this item (“Elect Director: H. Charles Maddy, III”): 7,779,410 for, 122,082 against, per its Form 8-K filed July 16, 2024 (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item.
Reported outcome: not verified — the filing’s own statement of the outcome could not be identified for this item.
Support: 98% of votes cast — FOR ÷ (FOR + AGAINST); abstentions and broker non-votes are excluded.
The 43 asset managers below reported 1,810,721 for, 42,082 against.
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Vanguard | 530,540 | 0 | 0 | 0 | For |
| BlackRock | 423,638 | 0 | 0 | 0 | For |
| Dimensional | 246,864 | 0 | 0 | 0 | For |
| Fidelity | 229,125 | 0 | 0 | 0 | For |
| Royce | 97,616 | 0 | 0 | 0 | For |
| American Century | 71,725 | 0 | 0 | 0 | For |
| WisdomTree | 0 | 42,080 | 0 | 0 | Against |
| Charles Schwab | 23,431 | 0 | 0 | 0 | For |
| QUANTITATIVE MASTER SERIES LLC | 23,112 | 0 | 0 | 0 | For |
| State Street | 21,707 | 2 | 0 | 0 | For |
| TIAA | 20,436 | 0 | 0 | 0 | For |
| Invesco | 20,079 | 0 | 0 | 0 | For |
| Equitable | 14,507 | 0 | 0 | 0 | For |
| Northern Trust | 12,861 | 0 | 0 | 0 | For |
| Lincoln Financial | 12,796 | 0 | 0 | 0 | For |
| AIG/SunAmerica | 5,950 | 0 | 0 | 0 | For |
| Global X | 5,600 | 0 | 0 | 0 | For |
| Bridge Builder Trust | 5,192 | 0 | 0 | 0 | For |
| Pacific Life | 5,057 | 0 | 0 | 0 | For |
| SEI | 4,829 | 0 | 0 | 0 | For |
| Brighthouse | 4,356 | 0 | 0 | 0 | For |
| John Hancock | 4,305 | 0 | 0 | 0 | For |
| BRIDGEWAY FUNDS INC | 4,173 | 0 | 0 | 0 | For |
| Voya | 3,936 | 0 | 0 | 0 | For |
| First Trust | 3,233 | 0 | 0 | 0 | For |
Showing the 25 largest of 43 asset managers. All 43 are in the interactive database (link above).
Meeting held July 15, 2024.
Combines 3 wordings of this item as funds reported it.
99.5% Majority: yes · of votes cast
Description as filed by funds: Election of the following persons as Directors: James M. Burke
BURKE & HERBERT FINANCIAL SERVICES CORP.’s own tally for this item (“Elect Director: James M. Burke”): 7,856,341 for, 38,611 against, per its Form 8-K filed July 16, 2024 (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item.
Reported outcome: not verified — the filing’s own statement of the outcome could not be identified for this item.
Support: 99.5% of votes cast — FOR ÷ (FOR + AGAINST); abstentions and broker non-votes are excluded.
The 43 asset managers below reported 1,852,799 for, 4 against.
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Vanguard | 530,540 | 0 | 0 | 0 | For |
| BlackRock | 423,638 | 0 | 0 | 0 | For |
| Dimensional | 246,864 | 0 | 0 | 0 | For |
| Fidelity | 229,125 | 0 | 0 | 0 | For |
| Royce | 97,616 | 0 | 0 | 0 | For |
| American Century | 71,725 | 0 | 0 | 0 | For |
| WisdomTree | 42,080 | 0 | 0 | 0 | For |
| Charles Schwab | 23,431 | 0 | 0 | 0 | For |
| QUANTITATIVE MASTER SERIES LLC | 23,112 | 0 | 0 | 0 | For |
| State Street | 21,705 | 4 | 0 | 0 | For |
| TIAA | 20,436 | 0 | 0 | 0 | For |
| Invesco | 20,079 | 0 | 0 | 0 | For |
| Equitable | 14,507 | 0 | 0 | 0 | For |
| Northern Trust | 12,861 | 0 | 0 | 0 | For |
| Lincoln Financial | 12,796 | 0 | 0 | 0 | For |
| AIG/SunAmerica | 5,950 | 0 | 0 | 0 | For |
| Global X | 5,600 | 0 | 0 | 0 | For |
| Bridge Builder Trust | 5,192 | 0 | 0 | 0 | For |
| Pacific Life | 5,057 | 0 | 0 | 0 | For |
| SEI | 4,829 | 0 | 0 | 0 | For |
| Brighthouse | 4,356 | 0 | 0 | 0 | For |
| John Hancock | 4,305 | 0 | 0 | 0 | For |
| BRIDGEWAY FUNDS INC | 4,173 | 0 | 0 | 0 | For |
| Voya | 3,936 | 0 | 0 | 0 | For |
| First Trust | 3,233 | 0 | 0 | 0 | For |
Showing the 25 largest of 43 asset managers. All 43 are in the interactive database (link above).
Meeting held July 15, 2024.
Combines 3 wordings of this item as funds reported it.
99.0% Majority: yes · of votes cast
Description as filed by funds: Election of the following persons as Directors: Jill S. Upson
BURKE & HERBERT FINANCIAL SERVICES CORP.’s own tally for this item (“Elect Director: Jill S. Upson”): 7,828,782 for, 73,993 against, per its Form 8-K filed July 16, 2024 (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item.
Reported outcome: not verified — the filing’s own statement of the outcome could not be identified for this item.
Support: 99.0% of votes cast — FOR ÷ (FOR + AGAINST); abstentions and broker non-votes are excluded.
The 43 asset managers below reported 1,852,803 for.
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Vanguard | 530,540 | 0 | 0 | 0 | For |
| BlackRock | 423,638 | 0 | 0 | 0 | For |
| Dimensional | 246,864 | 0 | 0 | 0 | For |
| Fidelity | 229,125 | 0 | 0 | 0 | For |
| Royce | 97,616 | 0 | 0 | 0 | For |
| American Century | 71,725 | 0 | 0 | 0 | For |
| WisdomTree | 42,080 | 0 | 0 | 0 | For |
| Charles Schwab | 23,431 | 0 | 0 | 0 | For |
| QUANTITATIVE MASTER SERIES LLC | 23,112 | 0 | 0 | 0 | For |
| State Street | 21,709 | 0 | 0 | 0 | For |
| TIAA | 20,436 | 0 | 0 | 0 | For |
| Invesco | 20,079 | 0 | 0 | 0 | For |
| Equitable | 14,507 | 0 | 0 | 0 | For |
| Northern Trust | 12,861 | 0 | 0 | 0 | For |
| Lincoln Financial | 12,796 | 0 | 0 | 0 | For |
| AIG/SunAmerica | 5,950 | 0 | 0 | 0 | For |
| Global X | 5,600 | 0 | 0 | 0 | For |
| Bridge Builder Trust | 5,192 | 0 | 0 | 0 | For |
| Pacific Life | 5,057 | 0 | 0 | 0 | For |
| SEI | 4,829 | 0 | 0 | 0 | For |
| Brighthouse | 4,356 | 0 | 0 | 0 | For |
| John Hancock | 4,305 | 0 | 0 | 0 | For |
| BRIDGEWAY FUNDS INC | 4,173 | 0 | 0 | 0 | For |
| Voya | 3,936 | 0 | 0 | 0 | For |
| First Trust | 3,233 | 0 | 0 | 0 | For |
Showing the 25 largest of 43 asset managers. All 43 are in the interactive database (link above).
Meeting held July 15, 2024.
Combines 3 wordings of this item as funds reported it.
99% Majority: yes · of votes cast
Description as filed by funds: Election of the following persons as Directors: Jose D. Riojas
BURKE & HERBERT FINANCIAL SERVICES CORP.’s own tally for this item (“Elect Director: Jose D. Riojas”): 7,792,049 for, 96,221 against, per its Form 8-K filed July 16, 2024 (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item.
Reported outcome: not verified — the filing’s own statement of the outcome could not be identified for this item.
Support: 99% of votes cast — FOR ÷ (FOR + AGAINST); abstentions and broker non-votes are excluded.
The 43 asset managers below reported 1,827,085 for, 25,718 against.
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Vanguard | 530,540 | 0 | 0 | 0 | For |
| BlackRock | 423,638 | 0 | 0 | 0 | For |
| Dimensional | 246,864 | 0 | 0 | 0 | For |
| Fidelity | 229,125 | 0 | 0 | 0 | For |
| Royce | 97,616 | 0 | 0 | 0 | For |
| American Century | 71,725 | 0 | 0 | 0 | For |
| WisdomTree | 42,080 | 0 | 0 | 0 | For |
| Charles Schwab | 23,431 | 0 | 0 | 0 | For |
| QUANTITATIVE MASTER SERIES LLC | 23,112 | 0 | 0 | 0 | For |
| State Street | 21,706 | 3 | 0 | 0 | For |
| TIAA | 0 | 20,436 | 0 | 0 | Against |
| Invesco | 20,079 | 0 | 0 | 0 | For |
| Equitable | 14,507 | 0 | 0 | 0 | For |
| Northern Trust | 12,861 | 0 | 0 | 0 | For |
| Lincoln Financial | 12,796 | 0 | 0 | 0 | For |
| AIG/SunAmerica | 5,950 | 0 | 0 | 0 | For |
| Global X | 5,600 | 0 | 0 | 0 | For |
| Bridge Builder Trust | 5,192 | 0 | 0 | 0 | For |
| Pacific Life | 5,057 | 0 | 0 | 0 | For |
| SEI | 4,829 | 0 | 0 | 0 | For |
| Brighthouse | 4,356 | 0 | 0 | 0 | For |
| John Hancock | 4,305 | 0 | 0 | 0 | For |
| BRIDGEWAY FUNDS INC | 0 | 4,173 | 0 | 0 | Against |
| Voya | 3,936 | 0 | 0 | 0 | For |
| First Trust | 3,233 | 0 | 0 | 0 | For |
Showing the 25 largest of 43 asset managers. All 43 are in the interactive database (link above).
Meeting held July 15, 2024.
Combines 3 wordings of this item as funds reported it.
99.5% Majority: yes · of votes cast
Description as filed by funds: Election of the following persons as Directors: Julian F. Barnwell, Jr.
BURKE & HERBERT FINANCIAL SERVICES CORP.’s own tally for this item (“Elect Director: Julian F. Barnwell, Jr.”): 7,857,362 for, 38,564 against, per its Form 8-K filed July 16, 2024 (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item.
Reported outcome: not verified — the filing’s own statement of the outcome could not be identified for this item.
Support: 99.5% of votes cast — FOR ÷ (FOR + AGAINST); abstentions and broker non-votes are excluded.
The 43 asset managers below reported 1,852,799 for, 4 against.
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Vanguard | 530,540 | 0 | 0 | 0 | For |
| BlackRock | 423,638 | 0 | 0 | 0 | For |
| Dimensional | 246,864 | 0 | 0 | 0 | For |
| Fidelity | 229,125 | 0 | 0 | 0 | For |
| Royce | 97,616 | 0 | 0 | 0 | For |
| American Century | 71,725 | 0 | 0 | 0 | For |
| WisdomTree | 42,080 | 0 | 0 | 0 | For |
| Charles Schwab | 23,431 | 0 | 0 | 0 | For |
| QUANTITATIVE MASTER SERIES LLC | 23,112 | 0 | 0 | 0 | For |
| State Street | 21,705 | 4 | 0 | 0 | For |
| TIAA | 20,436 | 0 | 0 | 0 | For |
| Invesco | 20,079 | 0 | 0 | 0 | For |
| Equitable | 14,507 | 0 | 0 | 0 | For |
| Northern Trust | 12,861 | 0 | 0 | 0 | For |
| Lincoln Financial | 12,796 | 0 | 0 | 0 | For |
| AIG/SunAmerica | 5,950 | 0 | 0 | 0 | For |
| Global X | 5,600 | 0 | 0 | 0 | For |
| Bridge Builder Trust | 5,192 | 0 | 0 | 0 | For |
| Pacific Life | 5,057 | 0 | 0 | 0 | For |
| SEI | 4,829 | 0 | 0 | 0 | For |
| Brighthouse | 4,356 | 0 | 0 | 0 | For |
| John Hancock | 4,305 | 0 | 0 | 0 | For |
| BRIDGEWAY FUNDS INC | 4,173 | 0 | 0 | 0 | For |
| Voya | 3,936 | 0 | 0 | 0 | For |
| First Trust | 3,233 | 0 | 0 | 0 | For |
Showing the 25 largest of 43 asset managers. All 43 are in the interactive database (link above).
Meeting held July 15, 2024.
Combines 6 wordings of this item as funds reported it.
99.0% Majority: yes · of votes cast
Description as filed by funds: Election of the following persons as Directors: Katherine D. Bonnafe
BURKE & HERBERT FINANCIAL SERVICES CORP.’s own tally for this item (“Elect Director: Katherine D. Bonnafé”): 7,823,776 for, 72,149 against, per its Form 8-K filed July 16, 2024 (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item.
Reported outcome: not verified — the filing’s own statement of the outcome could not be identified for this item.
Support: 99.0% of votes cast — FOR ÷ (FOR + AGAINST); abstentions and broker non-votes are excluded.
The 43 asset managers below reported 1,827,085 for, 25,718 against.
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Vanguard | 530,540 | 0 | 0 | 0 | For |
| BlackRock | 423,638 | 0 | 0 | 0 | For |
| Dimensional | 246,864 | 0 | 0 | 0 | For |
| Fidelity | 229,125 | 0 | 0 | 0 | For |
| Royce | 97,616 | 0 | 0 | 0 | For |
| American Century | 71,725 | 0 | 0 | 0 | For |
| WisdomTree | 42,080 | 0 | 0 | 0 | For |
| Charles Schwab | 23,431 | 0 | 0 | 0 | For |
| QUANTITATIVE MASTER SERIES LLC | 23,112 | 0 | 0 | 0 | For |
| State Street | 21,706 | 3 | 0 | 0 | For |
| TIAA | 0 | 20,436 | 0 | 0 | Against |
| Invesco | 20,079 | 0 | 0 | 0 | For |
| Equitable | 14,507 | 0 | 0 | 0 | For |
| Northern Trust | 12,861 | 0 | 0 | 0 | For |
| Lincoln Financial | 12,796 | 0 | 0 | 0 | For |
| AIG/SunAmerica | 5,950 | 0 | 0 | 0 | For |
| Global X | 5,600 | 0 | 0 | 0 | For |
| Bridge Builder Trust | 5,192 | 0 | 0 | 0 | For |
| Pacific Life | 5,057 | 0 | 0 | 0 | For |
| SEI | 4,829 | 0 | 0 | 0 | For |
| Brighthouse | 4,356 | 0 | 0 | 0 | For |
| John Hancock | 4,305 | 0 | 0 | 0 | For |
| BRIDGEWAY FUNDS INC | 0 | 4,173 | 0 | 0 | Against |
| Voya | 3,936 | 0 | 0 | 0 | For |
| First Trust | 3,233 | 0 | 0 | 0 | For |
Showing the 25 largest of 43 asset managers. All 43 are in the interactive database (link above).
Meeting held July 15, 2024.
Combines 3 wordings of this item as funds reported it.
99.5% Majority: yes · of votes cast
Description as filed by funds: Election of the following persons as Directors: Mark G. Anderson
BURKE & HERBERT FINANCIAL SERVICES CORP.’s own tally for this item (“Elect Director: Mark G. Anderson”): 7,854,049 for, 34,036 against, per its Form 8-K filed July 16, 2024 (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item.
Reported outcome: not verified — the filing’s own statement of the outcome could not be identified for this item.
Support: 99.5% of votes cast — FOR ÷ (FOR + AGAINST); abstentions and broker non-votes are excluded.
The 43 asset managers below reported 1,852,707 for, 96 against.
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Vanguard | 530,540 | 0 | 0 | 0 | For |
| BlackRock | 423,638 | 0 | 0 | 0 | For |
| Dimensional | 246,864 | 0 | 0 | 0 | For |
| Fidelity | 229,125 | 0 | 0 | 0 | For |
| Royce | 97,616 | 0 | 0 | 0 | For |
| American Century | 71,725 | 0 | 0 | 0 | For |
| WisdomTree | 42,080 | 0 | 0 | 0 | For |
| Charles Schwab | 23,431 | 0 | 0 | 0 | For |
| QUANTITATIVE MASTER SERIES LLC | 23,112 | 0 | 0 | 0 | For |
| State Street | 21,707 | 2 | 0 | 0 | For |
| TIAA | 20,436 | 0 | 0 | 0 | For |
| Invesco | 20,079 | 0 | 0 | 0 | For |
| Equitable | 14,507 | 0 | 0 | 0 | For |
| Northern Trust | 12,861 | 0 | 0 | 0 | For |
| Lincoln Financial | 12,796 | 0 | 0 | 0 | For |
| AIG/SunAmerica | 5,950 | 0 | 0 | 0 | For |
| Global X | 5,600 | 0 | 0 | 0 | For |
| Bridge Builder Trust | 5,192 | 0 | 0 | 0 | For |
| Pacific Life | 5,057 | 0 | 0 | 0 | For |
| SEI | 4,829 | 0 | 0 | 0 | For |
| Brighthouse | 4,356 | 0 | 0 | 0 | For |
| John Hancock | 4,305 | 0 | 0 | 0 | For |
| BRIDGEWAY FUNDS INC | 4,173 | 0 | 0 | 0 | For |
| Voya | 3,936 | 0 | 0 | 0 | For |
| First Trust | 3,233 | 0 | 0 | 0 | For |
Showing the 25 largest of 43 asset managers. All 43 are in the interactive database (link above).
Meeting held July 15, 2024.
Combines 3 wordings of this item as funds reported it.
99.4% Majority: yes · of votes cast
Description as filed by funds: Election of the following persons as Directors: Oscar M. Bean
BURKE & HERBERT FINANCIAL SERVICES CORP.’s own tally for this item (“Elect Director: Oscar M. Bean”): 7,854,899 for, 44,521 against, per its Form 8-K filed July 16, 2024 (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item.
Reported outcome: not verified — the filing’s own statement of the outcome could not be identified for this item.
Support: 99.4% of votes cast — FOR ÷ (FOR + AGAINST); abstentions and broker non-votes are excluded.
The 43 asset managers below reported 1,852,709 for, 94 against.
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Vanguard | 530,540 | 0 | 0 | 0 | For |
| BlackRock | 423,638 | 0 | 0 | 0 | For |
| Dimensional | 246,864 | 0 | 0 | 0 | For |
| Fidelity | 229,125 | 0 | 0 | 0 | For |
| Royce | 97,616 | 0 | 0 | 0 | For |
| American Century | 71,725 | 0 | 0 | 0 | For |
| WisdomTree | 42,080 | 0 | 0 | 0 | For |
| Charles Schwab | 23,431 | 0 | 0 | 0 | For |
| QUANTITATIVE MASTER SERIES LLC | 23,112 | 0 | 0 | 0 | For |
| State Street | 21,709 | 0 | 0 | 0 | For |
| TIAA | 20,436 | 0 | 0 | 0 | For |
| Invesco | 20,079 | 0 | 0 | 0 | For |
| Equitable | 14,507 | 0 | 0 | 0 | For |
| Northern Trust | 12,861 | 0 | 0 | 0 | For |
| Lincoln Financial | 12,796 | 0 | 0 | 0 | For |
| AIG/SunAmerica | 5,950 | 0 | 0 | 0 | For |
| Global X | 5,600 | 0 | 0 | 0 | For |
| Bridge Builder Trust | 5,192 | 0 | 0 | 0 | For |
| Pacific Life | 5,057 | 0 | 0 | 0 | For |
| SEI | 4,829 | 0 | 0 | 0 | For |
| Brighthouse | 4,356 | 0 | 0 | 0 | For |
| John Hancock | 4,305 | 0 | 0 | 0 | For |
| BRIDGEWAY FUNDS INC | 4,173 | 0 | 0 | 0 | For |
| Voya | 3,936 | 0 | 0 | 0 | For |
| First Trust | 3,233 | 0 | 0 | 0 | For |
Showing the 25 largest of 43 asset managers. All 43 are in the interactive database (link above).
Meeting held July 15, 2024.
Combines 4 wordings of this item as funds reported it.
99.1% Majority: yes · of votes cast
Description as filed by funds: Election of the following persons as Directors: Shawn P. McLaughlin
BURKE & HERBERT FINANCIAL SERVICES CORP.’s own tally for this item (“Elect Director: Shawn P. McLaughlin”): 7,829,479 for, 66,410 against, per its Form 8-K filed July 16, 2024 (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item.
Reported outcome: not verified — the filing’s own statement of the outcome could not be identified for this item.
Support: 99.1% of votes cast — FOR ÷ (FOR + AGAINST); abstentions and broker non-votes are excluded.
The 43 asset managers below reported 1,852,659 for, 144 against.
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Vanguard | 530,540 | 0 | 0 | 0 | For |
| BlackRock | 423,638 | 0 | 0 | 0 | For |
| Dimensional | 246,864 | 0 | 0 | 0 | For |
| Fidelity | 229,125 | 0 | 0 | 0 | For |
| Royce | 97,616 | 0 | 0 | 0 | For |
| American Century | 71,725 | 0 | 0 | 0 | For |
| WisdomTree | 42,080 | 0 | 0 | 0 | For |
| Charles Schwab | 23,431 | 0 | 0 | 0 | For |
| QUANTITATIVE MASTER SERIES LLC | 23,112 | 0 | 0 | 0 | For |
| State Street | 21,704 | 5 | 0 | 0 | For |
| TIAA | 20,436 | 0 | 0 | 0 | For |
| Invesco | 20,079 | 0 | 0 | 0 | For |
| Equitable | 14,507 | 0 | 0 | 0 | For |
| Northern Trust | 12,861 | 0 | 0 | 0 | For |
| Lincoln Financial | 12,796 | 0 | 0 | 0 | For |
| AIG/SunAmerica | 5,950 | 0 | 0 | 0 | For |
| Global X | 5,600 | 0 | 0 | 0 | For |
| Bridge Builder Trust | 5,192 | 0 | 0 | 0 | For |
| Pacific Life | 5,057 | 0 | 0 | 0 | For |
| SEI | 4,829 | 0 | 0 | 0 | For |
| Brighthouse | 4,356 | 0 | 0 | 0 | For |
| John Hancock | 4,305 | 0 | 0 | 0 | For |
| BRIDGEWAY FUNDS INC | 4,173 | 0 | 0 | 0 | For |
| Voya | 3,936 | 0 | 0 | 0 | For |
| First Trust | 3,233 | 0 | 0 | 0 | For |
Showing the 25 largest of 43 asset managers. All 43 are in the interactive database (link above).
Meeting held July 15, 2024.
91% Approved · of votes cast
Description as filed by funds: TO APPROVE AN AMENDMENT TO THE COMPANY'S ARTICLES OF INCORPORATION, AS AMENDED, TO INCREASE THE NUMBER OF SHARES AUTHORIZED FOR ISSUANCE.
BURKE & HERBERT FINANCIAL SERVICES CORP.’s own tally for this item (“3. Amendment to Articles of Incorporation”): 9,948,922 for, 1,025,871 against — passed, per its Form 8-K filed July 16, 2024 (Item 5.07).
Reported outcome: Approved, in the filing’s own words: “The Company's shareholders approved an amendment to the Company's Articles of Incorporation to increase the number of authorized shares of the Company's common stock from 20,000,000 to 40,000,000.”
Support: 91% of votes cast — FOR ÷ (FOR + AGAINST); abstentions and broker non-votes are excluded.
The 49 asset managers below reported 1,935,644 for, 13,083 against.
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Vanguard | 530,540 | 0 | 0 | 0 | For |
| BlackRock | 423,638 | 0 | 0 | 0 | For |
| Dimensional | 310,780 | 0 | 0 | 0 | For |
| Fidelity | 229,125 | 0 | 0 | 0 | For |
| Royce | 97,616 | 0 | 0 | 0 | For |
| American Century | 71,725 | 0 | 0 | 0 | For |
| WisdomTree | 42,080 | 0 | 0 | 0 | For |
| TIAA | 23,588 | 0 | 0 | 0 | For |
| Charles Schwab | 23,431 | 0 | 0 | 0 | For |
| QUANTITATIVE MASTER SERIES LLC | 23,112 | 0 | 0 | 0 | For |
| State Street | 21,706 | 3 | 0 | 0 | For |
| Equitable | 20,108 | 0 | 0 | 0 | For |
| Invesco | 20,079 | 0 | 0 | 0 | For |
| FINANCIAL INVESTORS TRUST | 0 | 13,080 | 0 | 0 | Against |
| Lincoln Financial | 13,022 | 0 | 0 | 0 | For |
| Northern Trust | 12,861 | 0 | 0 | 0 | For |
| Pacific Life | 6,828 | 0 | 0 | 0 | For |
| AIG/SunAmerica | 5,950 | 0 | 0 | 0 | For |
| Global X | 5,600 | 0 | 0 | 0 | For |
| Bridge Builder Trust | 5,192 | 0 | 0 | 0 | For |
| SEI | 4,829 | 0 | 0 | 0 | For |
| Brighthouse | 4,356 | 0 | 0 | 0 | For |
| John Hancock | 4,305 | 0 | 0 | 0 | For |
| BRIDGEWAY FUNDS INC | 4,173 | 0 | 0 | 0 | For |
| Voya | 3,936 | 0 | 0 | 0 | For |
Showing the 25 largest of 49 asset managers. All 49 are in the interactive database (link above).
Meeting held May 22, 2025.
Combines 2 wordings of this item as funds reported it.
99.6% Approved · of votes cast
Description as filed by funds: Ratification of the appointment of Crowe LLP as the Corporation's independent registered public accounting firm for 2024.
BURKE & HERBERT FINANCIAL SERVICES CORP.’s own tally for this item (“2. Ratification of Appointment of Independent Registered Public Accounting Firm”): 10,729,761 for, 36,354 against — passed, per its Form 8-K filed May 23, 2025 (Item 5.07).
Reported outcome: Approved, in the filing’s own words: “The Company's shareholders ratified the appointment of Crowe LLP as the Company's independent registered public accounting firm for the year ending December 31, 2025.”
Support: 99.6% of votes cast — FOR ÷ (FOR + AGAINST); abstentions and broker non-votes are excluded.
The 50 asset managers below reported 2,425,796 for.
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Vanguard | 704,189 | 0 | 0 | 0 | For |
| BlackRock | 547,167 | 0 | 0 | 0 | For |
| Fidelity | 285,593 | 0 | 0 | 0 | For |
| Dimensional | 283,172 | 0 | 0 | 0 | For |
| Charles Schwab | 108,504 | 0 | 0 | 0 | For |
| Royce | 82,589 | 0 | 0 | 0 | For |
| American Century | 41,362 | 0 | 0 | 0 | For |
| WisdomTree | 35,728 | 0 | 0 | 0 | For |
| Equitable | 35,452 | 0 | 0 | 0 | For |
| Russell Investments | 31,000 | 0 | 0 | 0 | For |
| TIAA | 26,966 | 0 | 0 | 0 | For |
| HOTCHKIS & WILEY FUNDS /DE/ | 26,200 | 0 | 0 | 0 | For |
| QUANTITATIVE MASTER SERIES LLC | 23,345 | 0 | 0 | 0 | For |
| State Street | 22,615 | 0 | 0 | 0 | For |
| Columbia Threadneedle | 19,200 | 0 | 0 | 0 | For |
| Principal | 16,200 | 0 | 0 | 0 | For |
| Northern Trust | 14,720 | 0 | 0 | 0 | For |
| FINANCIAL INVESTORS TRUST | 13,080 | 0 | 0 | 0 | For |
| Prudential/PGIM | 11,000 | 0 | 0 | 0 | For |
| Lincoln Financial | 10,246 | 0 | 0 | 0 | For |
| Pacific Life | 9,807 | 0 | 0 | 0 | For |
| First Trust | 8,525 | 0 | 0 | 0 | For |
| Global X | 8,002 | 0 | 0 | 0 | For |
| Thrivent | 7,715 | 0 | 0 | 0 | For |
| AIG/SunAmerica | 6,674 | 0 | 0 | 0 | For |
Showing the 25 largest of 50 asset managers. All 50 are in the interactive database (link above).
Meeting held July 15, 2024.
99.7% Approved · of votes cast
Description as filed by funds: RATIFICATION OF THE APPOINTMENT OF CROWE LLP AS THE CORPORATION'S INDEPENDENT REGISTERED PUBLIC ACCOUNTING FIRM FOR 2024.
BURKE & HERBERT FINANCIAL SERVICES CORP.’s own tally for this item (“2. Ratification of Appointment of Independent Registered Public Accounting Firm”): 11,005,877 for, 27,805 against — passed, per its Form 8-K filed July 16, 2024 (Item 5.07).
Reported outcome: Approved, in the filing’s own words: “The Company's shareholders ratified the appointment of Crowe LLP as the Company's independent registered public accounting firm for the year ended December 31, 2024.”
Support: 99.7% of votes cast — FOR ÷ (FOR + AGAINST); abstentions and broker non-votes are excluded.
The 47 asset managers below reported 1,873,171 for, 94 against.
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Vanguard | 530,540 | 0 | 0 | 0 | For |
| BlackRock | 423,638 | 0 | 0 | 0 | For |
| Dimensional | 246,864 | 0 | 0 | 0 | For |
| Fidelity | 229,125 | 0 | 0 | 0 | For |
| Royce | 97,616 | 0 | 0 | 0 | For |
| American Century | 71,725 | 0 | 0 | 0 | For |
| WisdomTree | 42,080 | 0 | 0 | 0 | For |
| Charles Schwab | 23,431 | 0 | 0 | 0 | For |
| QUANTITATIVE MASTER SERIES LLC | 23,112 | 0 | 0 | 0 | For |
| State Street | 21,709 | 0 | 0 | 0 | For |
| TIAA | 20,436 | 0 | 0 | 0 | For |
| Invesco | 20,079 | 0 | 0 | 0 | For |
| Equitable | 14,507 | 0 | 0 | 0 | For |
| FINANCIAL INVESTORS TRUST | 13,080 | 0 | 0 | 0 | For |
| Northern Trust | 12,861 | 0 | 0 | 0 | For |
| Lincoln Financial | 12,796 | 0 | 0 | 0 | For |
| AIG/SunAmerica | 5,950 | 0 | 0 | 0 | For |
| Global X | 5,600 | 0 | 0 | 0 | For |
| Bridge Builder Trust | 5,192 | 0 | 0 | 0 | For |
| Pacific Life | 5,057 | 0 | 0 | 0 | For |
| SEI | 4,829 | 0 | 0 | 0 | For |
| Brighthouse | 4,356 | 0 | 0 | 0 | For |
| John Hancock | 4,305 | 0 | 0 | 0 | For |
| BRIDGEWAY FUNDS INC | 4,173 | 0 | 0 | 0 | For |
| Voya | 3,936 | 0 | 0 | 0 | For |
Showing the 25 largest of 47 asset managers. All 47 are in the interactive database (link above).
Ranked separately for each type of Form N-PX report. An institutional manager can report shares that a fund it advises also reports, so the two tables can list the same shares and are never added together. Each is ranked by the shares voted on the item that the most managers of that type reported, shown as a share of the 14,982,807 shares outstanding at the time of that meeting.
| # | Asset manager | % of shares outstanding |
|---|---|---|
| 1 | Vanguard | 4.70% |
| 2 | BlackRock | 3.65% |
| 3 | Fidelity | 1.91% |
| 4 | Dimensional | 1.89% |
| 5 | Charles Schwab | 0.72% |
| 6 | Royce | 0.55% |
| 7 | American Century | 0.28% |
| 8 | WisdomTree | 0.24% |
| 9 | Equitable | 0.24% |
| 10 | Russell Investments | 0.21% |
As disclosed to the SEC in Form 13F (quarter-end holdings of 30 large managers), Schedules 13D and 13G (beneficial ownership above 5%) and the company’s own proxy statement (DEF 14A). Each row names its form.
| Holder | % outstanding | Disclosure |
|---|---|---|
| Kenneth R. Lehman | 7.87% | 13G |
| BlackRock | 6.79% | 13F |
| Vanguard Group | 4.94% | 13F |
| Julian F. Barnwell, Jr. Director | 2.67% | DEF14A |
| Geode Capital | 2.11% | 13F |
| Dimensional Fund Advisors | 2.07% | 13F |
| Gary L. Hinkle Director | 2.00% | DEF14A |
| State Street | 1.96% | 13F |
| James M. Burke Director | 1.78% | DEF14A |
| Northern Trust | 0.87% | 13F |
Percentages above are of 14,982,807 shares outstanding, as reported by BURKE & HERBERT FINANCIAL SERVICES CORP. on its Form 10-Q dated March 31, 2025 (see the filing on EDGAR). This is the count contemporaneous with the 2024-2025 meeting, not today’s. Each holding is as of its own filing, which may be dated before or after the meeting.
Every figure above is derived from filings made with the US Securities and Exchange Commission: Form N-PX, in which registered funds disclose how they voted every proxy and institutional managers disclose their votes on executive pay (say-on-pay, say-on-frequency and golden parachutes), and Form 8-K Item 5.07, in which the company reports its own meeting results. Shares outstanding are taken from BURKE & HERBERT FINANCIAL SERVICES CORP.’s 10-Q dated March 31, 2025. This page is a static snapshot rebuilt weekly on November 8, 2026; a live search always shows the current data.
BURKE & HERBERT FINANCIAL SERVICES CORP. proxy season coverage: 2024-2025 (this page) · 2025-2026.
proxyvotesnow.com, “BURKE & HERBERT FINANCIAL SERVICES (BHRB) 2024-2025 Annual Meetings”, https://proxyvotesnow.com/company/burke-and-herbert-financial-services-corp/2025 (version of November 8, 2026). Derived from SEC Form N-PX and Form 8-K filings; tables licensed CC BY 4.0. Licence: CC BY 4.0.