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At CALIFORNIA BANCORP's 2 shareholder meetings in the 2024-2025 proxy season (held July 17, 2024 and May 21, 2025), 50 asset managers reported how they voted in their SEC Form N-PX filings, covering 1,619 separate fund positions. Their filings are grouped here into 18 reported items; because filers word the same ballot item differently, that can be more than the number of items on the ballot. On the most widely held item of the season, voted at the meeting held May 21, 2025 — Election of Directors. To elect the following twelve (12) director nominees to the Board of… — FOR was 99% of the votes cast (FOR divided by FOR plus WITHHELD, because this ballot offered only for and withhold; 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: CALIFORNIA BANCORP's Form 8-K, Item 5.07, filed with the U.S. Securities and Exchange Commission on May 22, 2025.
Download data (CSV): ballot items · votes by manager · column guide.
Compiled from SEC Form N-PX filings and CALIFORNIA BANCORP’s Form 8-K, filed May 22, 2025 (Item 5.07 on EDGAR). Page generated November 8, 2026.
Meeting of May 21, 2025: 13 items on CALIFORNIA BANCORP’s Form 8-K, filed May 22, 2025: 1 approved · 12 without a stated outcome.
Meeting of July 17, 2024: 5 items on CALIFORNIA BANCORP’s Form 8-K, filed July 18, 2024: 5 approved.
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 CALIFORNIA BANCORP in the interactive database Compare manager voting policies
These tallies are CALIFORNIA BANCORP’s own, as disclosed to the U.S. Securities and Exchange Commission on Form 8-K, filed May 22, 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. CALIFORNIA BANCORP 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: Andrew J. Armanino, Jr. | 22,855,849 | -- | -- | 249,995 | 2,215,461 | 99% | Not verified | — |
| Elect Director: Stephen A. Cortese | 22,640,280 | -- | -- | 465,564 | 2,215,461 | 98% | Not verified | — |
| Elect Director: Kevin J. Cullen | 22,841,908 | -- | -- | 263,936 | 2,215,461 | 99% | Not verified | — |
| Elect Director: Frank D. Di Tomaso | 22,749,609 | -- | -- | 356,235 | 2,215,461 | 98% | Not verified | — |
| Elect Director: Rochelle G. Klein | 22,713,548 | -- | -- | 392,296 | 2,215,461 | 98% | Not verified | — |
| Elect Director: Dr. Lester Machado | 22,643,367 | -- | -- | 462,477 | 2,215,461 | 98% | Not verified | — |
| Elect Director: Richard Martin | 22,691,612 | -- | -- | 414,232 | 2,215,461 | 98% | Not verified | — |
| Elect Director: Frank L. Muller | 22,865,314 | -- | -- | 240,530 | 2,215,461 | 99% | Not verified | — |
| Elect Director: David I. Rainer | 23,016,497 | -- | -- | 89,347 | 2,215,461 | 99.6% | Not verified | — |
| Elect Director: Steven E. Shelton | 22,648,335 | -- | -- | 457,509 | 2,215,461 | 98% | Not verified | — |
| Elect Director: David Volk | 22,738,351 | -- | -- | 367,493 | 2,215,461 | 98% | Not verified | — |
| Elect Director: Anne Williams | 22,681,455 | -- | -- | 424,389 | 2,215,461 | 98% | Not verified | — |
| Proposal II Ratification of the selection of RSM US LLP as the Company's independent registered public accounting firm for the year ending December 31, 2025: The vote required to approve this proposal was the affirmative vote of a majority of the shares repres | 25,232,229 | 13,330 | 75,746 | -- | 0 | 99.9% | Approved | a majority of the shares present or represented |
Source: CALIFORNIA BANCORP, Form 8-K, filed with the SEC on May 22, 2025 — read the filing on EDGAR.
| Ballot item | For | Against | Abstain | Withheld | Broker non-votes | Support (of votes cast) | Reported outcome | Voting standard |
|---|---|---|---|---|---|---|---|---|
| 1. To approve the principal terms of the Merger Agreement and the transactions contemplated by the Merger Agreement, including the Merger (the "Merger Proposal") | 14,804,800 | 2,303 | 5,210 | -- | 1,550,044 | 99.9% | Approved | — |
| 2. To approve an amendment to the Company's bylaws to change the allowable range of members of the board of directors to seven (7) to thirteen (13) from its current range of six (6) to eleven (11) (the "Bylaw Amendment") | 16,344,702 | 7,759 | 9,896 | -- | 0 | 99.9% | Approved | — |
| 3. Approval of Name Change | 16,349,300 | 3,161 | 9,896 | -- | 0 | 99.9% | Approved | — |
| 4. Approval of Articles Amendment | 14,675,687 | 125,775 | 10,851 | -- | 1,550,044 | 99.1% | Approved | — |
| 5. Adjournment | 14,698,731 | 106,670 | 6,912 | -- | 1,550,044 | 99.2% | Approved | — |
Source: CALIFORNIA BANCORP, Form 8-K, filed with the SEC on July 18, 2024 — read the filing on EDGAR.
Each item below shows how the 50 asset managers that disclosed a CALIFORNIA BANCORP 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. These are reported items, not a count of the ballot: fund filings describe one ballot item in different words. Two descriptions are shown as one item only on evidence — the same text (or one cut short of the other), the same director nominee, or a match to the same row of CALIFORNIA BANCORP’s own Form 8-K tally — never because they merely read alike. A description that could not be joined that way is listed on its own, so one ballot item can appear more than once.
Meeting held May 21, 2025.
Combines 4 wordings of this item as funds reported it.
99% Majority: yes · of votes cast
Description as filed by funds: Election of Directors. To elect the following twelve (12) director nominees to the Board of Directors ("Board") of the Company to serve until the next annual meeting of shareholders and until their successors are elected and have qualified: Andrew J. Armanino, Jr.
CALIFORNIA BANCORP’s own tally for this item (“Elect Director: Andrew J. Armanino, Jr.”): 22,855,849 for, 249,995 withheld, per its Form 8-K filed May 22, 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 + WITHHELD); abstentions and broker non-votes are excluded.
The 46 asset managers below reported 4,565,327 for, 11,951 withheld.
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Vanguard | 1,268,915 | 0 | 0 | 0 | For |
| BlackRock | 812,236 | 0 | 0 | 0 | For |
| John Hancock | 729,381 | 0 | 0 | 0 | For |
| Fidelity | 487,824 | 0 | 0 | 0 | For |
| RMB INVESTORS TRUST | 409,629 | 0 | 0 | 0 | For |
| HENNESSY FUNDS TRUST | 125,000 | 0 | 0 | 0 | For |
| Dimensional | 86,147 | 0 | 0 | 0 | For |
| Charles Schwab | 68,261 | 0 | 0 | 0 | For |
| Zacks Trust | 60,738 | 0 | 0 | 0 | For |
| HOTCHKIS & WILEY FUNDS /DE/ | 53,200 | 0 | 0 | 0 | For |
| BRIDGEWAY FUNDS INC | 47,700 | 0 | 0 | 0 | For |
| Equitable | 45,007 | 0 | 0 | 0 | For |
| American Century | 44,378 | 0 | 0 | 0 | For |
| Principal | 32,800 | 0 | 0 | 0 | For |
| TIAA | 30,405 | 0 | 0 | 0 | For |
| Columbia Threadneedle | 28,800 | 0 | 0 | 0 | For |
| QUANTITATIVE MASTER SERIES LLC | 23,875 | 0 | 0 | 0 | For |
| Prudential/PGIM | 22,300 | 0 | 0 | 0 | For |
| Lincoln Financial | 18,468 | 0 | 0 | 0 | For |
| First Trust | 17,991 | 0 | 0 | 0 | For |
| Global X | 14,580 | 0 | 0 | 0 | For |
| SEI | 12,839 | 0 | 0 | 0 | For |
| Goldman Sachs | 12,450 | 0 | 0 | 0 | For |
| EA Series Trust | 0 | 0 | 0 | 11,951 | Withhold |
| Pacific Life | 11,777 | 0 | 0 | 0 | For |
Showing the 25 largest of 46 asset managers. All 46 are in the interactive database (link above).
Meeting held May 21, 2025.
Combines 4 wordings of this item as funds reported it.
98% Majority: yes · of votes cast
Description as filed by funds: Election of Directors. To elect the following twelve (12) director nominees to the Board of Directors ("Board") of the Company to serve until the next annual meeting of shareholders and until their successors are elected and have qualified: Anne Williams
CALIFORNIA BANCORP’s own tally for this item (“Elect Director: Anne Williams”): 22,681,455 for, 424,389 withheld, per its Form 8-K filed May 22, 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 + WITHHELD); abstentions and broker non-votes are excluded.
The 46 asset managers below reported 4,577,278 for, 0 withheld.
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Vanguard | 1,268,915 | 0 | 0 | 0 | For |
| BlackRock | 812,236 | 0 | 0 | 0 | For |
| John Hancock | 729,381 | 0 | 0 | 0 | For |
| Fidelity | 487,824 | 0 | 0 | 0 | For |
| RMB INVESTORS TRUST | 409,629 | 0 | 0 | 0 | For |
| HENNESSY FUNDS TRUST | 125,000 | 0 | 0 | 0 | For |
| Dimensional | 86,147 | 0 | 0 | 0 | For |
| Charles Schwab | 68,261 | 0 | 0 | 0 | For |
| Zacks Trust | 60,738 | 0 | 0 | 0 | For |
| HOTCHKIS & WILEY FUNDS /DE/ | 53,200 | 0 | 0 | 0 | For |
| BRIDGEWAY FUNDS INC | 47,700 | 0 | 0 | 0 | For |
| Equitable | 45,007 | 0 | 0 | 0 | For |
| American Century | 44,378 | 0 | 0 | 0 | For |
| Principal | 32,800 | 0 | 0 | 0 | For |
| TIAA | 30,405 | 0 | 0 | 0 | For |
| Columbia Threadneedle | 28,800 | 0 | 0 | 0 | For |
| QUANTITATIVE MASTER SERIES LLC | 23,875 | 0 | 0 | 0 | For |
| Prudential/PGIM | 22,300 | 0 | 0 | 0 | For |
| Lincoln Financial | 18,468 | 0 | 0 | 0 | For |
| First Trust | 17,991 | 0 | 0 | 0 | For |
| Global X | 14,580 | 0 | 0 | 0 | For |
| SEI | 12,839 | 0 | 0 | 0 | For |
| Goldman Sachs | 12,450 | 0 | 0 | 0 | For |
| EA Series Trust | 11,951 | 0 | 0 | 0 | For |
| Pacific Life | 11,777 | 0 | 0 | 0 | For |
Showing the 25 largest of 46 asset managers. All 46 are in the interactive database (link above).
Meeting held May 21, 2025.
Combines 4 wordings of this item as funds reported it.
99.6% Majority: yes · of votes cast
Description as filed by funds: Election of Directors. To elect the following twelve (12) director nominees to the Board of Directors ("Board") of the Company to serve until the next annual meeting of shareholders and until their successors are elected and have qualified: David I. Rainer
CALIFORNIA BANCORP’s own tally for this item (“Elect Director: David I. Rainer”): 23,016,497 for, 89,347 withheld, per its Form 8-K filed May 22, 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: 99.6% of votes cast — FOR ÷ (FOR + WITHHELD); abstentions and broker non-votes are excluded.
The 46 asset managers below reported 4,574,796 for, 2,482 withheld.
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Vanguard | 1,268,915 | 0 | 0 | 0 | For |
| BlackRock | 812,236 | 0 | 0 | 0 | For |
| John Hancock | 729,381 | 0 | 0 | 0 | For |
| Fidelity | 487,824 | 0 | 0 | 0 | For |
| RMB INVESTORS TRUST | 409,629 | 0 | 0 | 0 | For |
| HENNESSY FUNDS TRUST | 125,000 | 0 | 0 | 0 | For |
| Dimensional | 86,147 | 0 | 0 | 0 | For |
| Charles Schwab | 68,261 | 0 | 0 | 0 | For |
| Zacks Trust | 60,738 | 0 | 0 | 0 | For |
| HOTCHKIS & WILEY FUNDS /DE/ | 53,200 | 0 | 0 | 0 | For |
| BRIDGEWAY FUNDS INC | 47,700 | 0 | 0 | 0 | For |
| Equitable | 45,007 | 0 | 0 | 0 | For |
| American Century | 44,378 | 0 | 0 | 0 | For |
| Principal | 32,800 | 0 | 0 | 0 | For |
| TIAA | 30,405 | 0 | 0 | 0 | For |
| Columbia Threadneedle | 28,800 | 0 | 0 | 0 | For |
| QUANTITATIVE MASTER SERIES LLC | 23,875 | 0 | 0 | 0 | For |
| Prudential/PGIM | 22,300 | 0 | 0 | 0 | For |
| Lincoln Financial | 18,468 | 0 | 0 | 0 | For |
| First Trust | 17,991 | 0 | 0 | 0 | For |
| Global X | 14,580 | 0 | 0 | 0 | For |
| SEI | 12,839 | 0 | 0 | 0 | For |
| Goldman Sachs | 12,450 | 0 | 0 | 0 | For |
| EA Series Trust | 11,951 | 0 | 0 | 0 | For |
| Pacific Life | 11,777 | 0 | 0 | 0 | For |
Showing the 25 largest of 46 asset managers. All 46 are in the interactive database (link above).
Meeting held May 21, 2025.
Combines 4 wordings of this item as funds reported it.
98% Majority: yes · of votes cast
Description as filed by funds: Election of Directors. To elect the following twelve (12) director nominees to the Board of Directors ("Board") of the Company to serve until the next annual meeting of shareholders and until their successors are elected and have qualified: David Volk
CALIFORNIA BANCORP’s own tally for this item (“Elect Director: David Volk”): 22,738,351 for, 367,493 withheld, per its Form 8-K filed May 22, 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 + WITHHELD); abstentions and broker non-votes are excluded.
The 46 asset managers below reported 4,562,944 for, 14,334 withheld.
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Vanguard | 1,268,915 | 0 | 0 | 0 | For |
| BlackRock | 812,236 | 0 | 0 | 0 | For |
| John Hancock | 729,381 | 0 | 0 | 0 | For |
| Fidelity | 487,824 | 0 | 0 | 0 | For |
| RMB INVESTORS TRUST | 409,629 | 0 | 0 | 0 | For |
| HENNESSY FUNDS TRUST | 125,000 | 0 | 0 | 0 | For |
| Dimensional | 86,147 | 0 | 0 | 0 | For |
| Charles Schwab | 68,261 | 0 | 0 | 0 | For |
| Zacks Trust | 60,738 | 0 | 0 | 0 | For |
| HOTCHKIS & WILEY FUNDS /DE/ | 53,200 | 0 | 0 | 0 | For |
| BRIDGEWAY FUNDS INC | 47,700 | 0 | 0 | 0 | For |
| Equitable | 45,007 | 0 | 0 | 0 | For |
| American Century | 44,378 | 0 | 0 | 0 | For |
| Principal | 32,800 | 0 | 0 | 0 | For |
| TIAA | 30,405 | 0 | 0 | 0 | For |
| Columbia Threadneedle | 28,800 | 0 | 0 | 0 | For |
| QUANTITATIVE MASTER SERIES LLC | 23,875 | 0 | 0 | 0 | For |
| Prudential/PGIM | 22,300 | 0 | 0 | 0 | For |
| Lincoln Financial | 18,468 | 0 | 0 | 0 | For |
| First Trust | 17,991 | 0 | 0 | 0 | For |
| Global X | 14,580 | 0 | 0 | 0 | For |
| SEI | 12,839 | 0 | 0 | 0 | For |
| Goldman Sachs | 12,450 | 0 | 0 | 0 | For |
| EA Series Trust | 0 | 0 | 0 | 11,951 | Withhold |
| Pacific Life | 11,777 | 0 | 0 | 0 | For |
Showing the 25 largest of 46 asset managers. All 46 are in the interactive database (link above).
Meeting held May 21, 2025.
Combines 4 wordings of this item as funds reported it.
98% Majority: yes · of votes cast
Description as filed by funds: Election of Directors. To elect the following twelve (12) director nominees to the Board of Directors ("Board") of the Company to serve until the next annual meeting of shareholders and until their successors are elected and have qualified: Dr. Lester Machado
CALIFORNIA BANCORP’s own tally for this item (“Elect Director: Dr. Lester Machado”): 22,643,367 for, 462,477 withheld, per its Form 8-K filed May 22, 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 + WITHHELD); abstentions and broker non-votes are excluded.
The 46 asset managers below reported 4,562,843 for, 14,435 withheld.
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Vanguard | 1,268,915 | 0 | 0 | 0 | For |
| BlackRock | 812,236 | 0 | 0 | 0 | For |
| John Hancock | 729,381 | 0 | 0 | 0 | For |
| Fidelity | 487,824 | 0 | 0 | 0 | For |
| RMB INVESTORS TRUST | 409,629 | 0 | 0 | 0 | For |
| HENNESSY FUNDS TRUST | 125,000 | 0 | 0 | 0 | For |
| Dimensional | 86,147 | 0 | 0 | 0 | For |
| Charles Schwab | 68,261 | 0 | 0 | 0 | For |
| Zacks Trust | 60,738 | 0 | 0 | 0 | For |
| HOTCHKIS & WILEY FUNDS /DE/ | 53,200 | 0 | 0 | 0 | For |
| BRIDGEWAY FUNDS INC | 47,700 | 0 | 0 | 0 | For |
| Equitable | 45,007 | 0 | 0 | 0 | For |
| American Century | 44,378 | 0 | 0 | 0 | For |
| Principal | 32,800 | 0 | 0 | 0 | For |
| TIAA | 30,405 | 0 | 0 | 0 | For |
| Columbia Threadneedle | 28,800 | 0 | 0 | 0 | For |
| QUANTITATIVE MASTER SERIES LLC | 23,875 | 0 | 0 | 0 | For |
| Prudential/PGIM | 22,300 | 0 | 0 | 0 | For |
| Lincoln Financial | 18,468 | 0 | 0 | 0 | For |
| First Trust | 17,991 | 0 | 0 | 0 | For |
| Global X | 14,580 | 0 | 0 | 0 | For |
| SEI | 12,839 | 0 | 0 | 0 | For |
| Goldman Sachs | 12,450 | 0 | 0 | 0 | For |
| EA Series Trust | 0 | 0 | 0 | 11,951 | Withhold |
| Pacific Life | 11,777 | 0 | 0 | 0 | For |
Showing the 25 largest of 46 asset managers. All 46 are in the interactive database (link above).
Meeting held May 21, 2025.
Combines 4 wordings of this item as funds reported it.
98% Majority: yes · of votes cast
Description as filed by funds: Election of Directors. To elect the following twelve (12) director nominees to the Board of Directors ("Board") of the Company to serve until the next annual meeting of shareholders and until their successors are elected and have qualified: Frank D. Di Tomaso
CALIFORNIA BANCORP’s own tally for this item (“Elect Director: Frank D. Di Tomaso”): 22,749,609 for, 356,235 withheld, per its Form 8-K filed May 22, 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 + WITHHELD); abstentions and broker non-votes are excluded.
The 46 asset managers below reported 4,577,278 for, 0 withheld.
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Vanguard | 1,268,915 | 0 | 0 | 0 | For |
| BlackRock | 812,236 | 0 | 0 | 0 | For |
| John Hancock | 729,381 | 0 | 0 | 0 | For |
| Fidelity | 487,824 | 0 | 0 | 0 | For |
| RMB INVESTORS TRUST | 409,629 | 0 | 0 | 0 | For |
| HENNESSY FUNDS TRUST | 125,000 | 0 | 0 | 0 | For |
| Dimensional | 86,147 | 0 | 0 | 0 | For |
| Charles Schwab | 68,261 | 0 | 0 | 0 | For |
| Zacks Trust | 60,738 | 0 | 0 | 0 | For |
| HOTCHKIS & WILEY FUNDS /DE/ | 53,200 | 0 | 0 | 0 | For |
| BRIDGEWAY FUNDS INC | 47,700 | 0 | 0 | 0 | For |
| Equitable | 45,007 | 0 | 0 | 0 | For |
| American Century | 44,378 | 0 | 0 | 0 | For |
| Principal | 32,800 | 0 | 0 | 0 | For |
| TIAA | 30,405 | 0 | 0 | 0 | For |
| Columbia Threadneedle | 28,800 | 0 | 0 | 0 | For |
| QUANTITATIVE MASTER SERIES LLC | 23,875 | 0 | 0 | 0 | For |
| Prudential/PGIM | 22,300 | 0 | 0 | 0 | For |
| Lincoln Financial | 18,468 | 0 | 0 | 0 | For |
| First Trust | 17,991 | 0 | 0 | 0 | For |
| Global X | 14,580 | 0 | 0 | 0 | For |
| SEI | 12,839 | 0 | 0 | 0 | For |
| Goldman Sachs | 12,450 | 0 | 0 | 0 | For |
| EA Series Trust | 11,951 | 0 | 0 | 0 | For |
| Pacific Life | 11,777 | 0 | 0 | 0 | For |
Showing the 25 largest of 46 asset managers. All 46 are in the interactive database (link above).
Meeting held May 21, 2025.
Combines 4 wordings of this item as funds reported it.
99% Majority: yes · of votes cast
Description as filed by funds: Election of Directors. To elect the following twelve (12) director nominees to the Board of Directors ("Board") of the Company to serve until the next annual meeting of shareholders and until their successors are elected and have qualified: Frank L. Muller
CALIFORNIA BANCORP’s own tally for this item (“Elect Director: Frank L. Muller”): 22,865,314 for, 240,530 withheld, per its Form 8-K filed May 22, 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 + WITHHELD); abstentions and broker non-votes are excluded.
The 46 asset managers below reported 4,577,278 for.
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Vanguard | 1,268,915 | 0 | 0 | 0 | For |
| BlackRock | 812,236 | 0 | 0 | 0 | For |
| John Hancock | 729,381 | 0 | 0 | 0 | For |
| Fidelity | 487,824 | 0 | 0 | 0 | For |
| RMB INVESTORS TRUST | 409,629 | 0 | 0 | 0 | For |
| HENNESSY FUNDS TRUST | 125,000 | 0 | 0 | 0 | For |
| Dimensional | 86,147 | 0 | 0 | 0 | For |
| Charles Schwab | 68,261 | 0 | 0 | 0 | For |
| Zacks Trust | 60,738 | 0 | 0 | 0 | For |
| HOTCHKIS & WILEY FUNDS /DE/ | 53,200 | 0 | 0 | 0 | For |
| BRIDGEWAY FUNDS INC | 47,700 | 0 | 0 | 0 | For |
| Equitable | 45,007 | 0 | 0 | 0 | For |
| American Century | 44,378 | 0 | 0 | 0 | For |
| Principal | 32,800 | 0 | 0 | 0 | For |
| TIAA | 30,405 | 0 | 0 | 0 | For |
| Columbia Threadneedle | 28,800 | 0 | 0 | 0 | For |
| QUANTITATIVE MASTER SERIES LLC | 23,875 | 0 | 0 | 0 | For |
| Prudential/PGIM | 22,300 | 0 | 0 | 0 | For |
| Lincoln Financial | 18,468 | 0 | 0 | 0 | For |
| First Trust | 17,991 | 0 | 0 | 0 | For |
| Global X | 14,580 | 0 | 0 | 0 | For |
| SEI | 12,839 | 0 | 0 | 0 | For |
| Goldman Sachs | 12,450 | 0 | 0 | 0 | For |
| EA Series Trust | 11,951 | 0 | 0 | 0 | For |
| Pacific Life | 11,777 | 0 | 0 | 0 | For |
Showing the 25 largest of 46 asset managers. All 46 are in the interactive database (link above).
Meeting held May 21, 2025.
Combines 4 wordings of this item as funds reported it.
99% Majority: yes · of votes cast
Description as filed by funds: Election of Directors. To elect the following twelve (12) director nominees to the Board of Directors ("Board") of the Company to serve until the next annual meeting of shareholders and until their successors are elected and have qualified: Kevin J. Cullen
CALIFORNIA BANCORP’s own tally for this item (“Elect Director: Kevin J. Cullen”): 22,841,908 for, 263,936 withheld, per its Form 8-K filed May 22, 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 + WITHHELD); abstentions and broker non-votes are excluded.
The 46 asset managers below reported 4,565,327 for, 11,951 withheld.
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Vanguard | 1,268,915 | 0 | 0 | 0 | For |
| BlackRock | 812,236 | 0 | 0 | 0 | For |
| John Hancock | 729,381 | 0 | 0 | 0 | For |
| Fidelity | 487,824 | 0 | 0 | 0 | For |
| RMB INVESTORS TRUST | 409,629 | 0 | 0 | 0 | For |
| HENNESSY FUNDS TRUST | 125,000 | 0 | 0 | 0 | For |
| Dimensional | 86,147 | 0 | 0 | 0 | For |
| Charles Schwab | 68,261 | 0 | 0 | 0 | For |
| Zacks Trust | 60,738 | 0 | 0 | 0 | For |
| HOTCHKIS & WILEY FUNDS /DE/ | 53,200 | 0 | 0 | 0 | For |
| BRIDGEWAY FUNDS INC | 47,700 | 0 | 0 | 0 | For |
| Equitable | 45,007 | 0 | 0 | 0 | For |
| American Century | 44,378 | 0 | 0 | 0 | For |
| Principal | 32,800 | 0 | 0 | 0 | For |
| TIAA | 30,405 | 0 | 0 | 0 | For |
| Columbia Threadneedle | 28,800 | 0 | 0 | 0 | For |
| QUANTITATIVE MASTER SERIES LLC | 23,875 | 0 | 0 | 0 | For |
| Prudential/PGIM | 22,300 | 0 | 0 | 0 | For |
| Lincoln Financial | 18,468 | 0 | 0 | 0 | For |
| First Trust | 17,991 | 0 | 0 | 0 | For |
| Global X | 14,580 | 0 | 0 | 0 | For |
| SEI | 12,839 | 0 | 0 | 0 | For |
| Goldman Sachs | 12,450 | 0 | 0 | 0 | For |
| EA Series Trust | 0 | 0 | 0 | 11,951 | Withhold |
| Pacific Life | 11,777 | 0 | 0 | 0 | For |
Showing the 25 largest of 46 asset managers. All 46 are in the interactive database (link above).
Meeting held May 21, 2025.
Combines 4 wordings of this item as funds reported it.
98% Majority: yes · of votes cast
Description as filed by funds: Election of Directors. To elect the following twelve (12) director nominees to the Board of Directors ("Board") of the Company to serve until the next annual meeting of shareholders and until their successors are elected and have qualified: Richard Martin
CALIFORNIA BANCORP’s own tally for this item (“Elect Director: Richard Martin”): 22,691,612 for, 414,232 withheld, per its Form 8-K filed May 22, 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 + WITHHELD); abstentions and broker non-votes are excluded.
The 46 asset managers below reported 4,562,944 for, 14,334 withheld.
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Vanguard | 1,268,915 | 0 | 0 | 0 | For |
| BlackRock | 812,236 | 0 | 0 | 0 | For |
| John Hancock | 729,381 | 0 | 0 | 0 | For |
| Fidelity | 487,824 | 0 | 0 | 0 | For |
| RMB INVESTORS TRUST | 409,629 | 0 | 0 | 0 | For |
| HENNESSY FUNDS TRUST | 125,000 | 0 | 0 | 0 | For |
| Dimensional | 86,147 | 0 | 0 | 0 | For |
| Charles Schwab | 68,261 | 0 | 0 | 0 | For |
| Zacks Trust | 60,738 | 0 | 0 | 0 | For |
| HOTCHKIS & WILEY FUNDS /DE/ | 53,200 | 0 | 0 | 0 | For |
| BRIDGEWAY FUNDS INC | 47,700 | 0 | 0 | 0 | For |
| Equitable | 45,007 | 0 | 0 | 0 | For |
| American Century | 44,378 | 0 | 0 | 0 | For |
| Principal | 32,800 | 0 | 0 | 0 | For |
| TIAA | 30,405 | 0 | 0 | 0 | For |
| Columbia Threadneedle | 28,800 | 0 | 0 | 0 | For |
| QUANTITATIVE MASTER SERIES LLC | 23,875 | 0 | 0 | 0 | For |
| Prudential/PGIM | 22,300 | 0 | 0 | 0 | For |
| Lincoln Financial | 18,468 | 0 | 0 | 0 | For |
| First Trust | 17,991 | 0 | 0 | 0 | For |
| Global X | 14,580 | 0 | 0 | 0 | For |
| SEI | 12,839 | 0 | 0 | 0 | For |
| Goldman Sachs | 12,450 | 0 | 0 | 0 | For |
| EA Series Trust | 0 | 0 | 0 | 11,951 | Withhold |
| Pacific Life | 11,777 | 0 | 0 | 0 | For |
Showing the 25 largest of 46 asset managers. All 46 are in the interactive database (link above).
Meeting held May 21, 2025.
Combines 4 wordings of this item as funds reported it.
98% Majority: yes · of votes cast
Description as filed by funds: Election of Directors. To elect the following twelve (12) director nominees to the Board of Directors ("Board") of the Company to serve until the next annual meeting of shareholders and until their successors are elected and have qualified: Rochelle G. Klein
CALIFORNIA BANCORP’s own tally for this item (“Elect Director: Rochelle G. Klein”): 22,713,548 for, 392,296 withheld, per its Form 8-K filed May 22, 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 + WITHHELD); abstentions and broker non-votes are excluded.
The 46 asset managers below reported 4,577,278 for.
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Vanguard | 1,268,915 | 0 | 0 | 0 | For |
| BlackRock | 812,236 | 0 | 0 | 0 | For |
| John Hancock | 729,381 | 0 | 0 | 0 | For |
| Fidelity | 487,824 | 0 | 0 | 0 | For |
| RMB INVESTORS TRUST | 409,629 | 0 | 0 | 0 | For |
| HENNESSY FUNDS TRUST | 125,000 | 0 | 0 | 0 | For |
| Dimensional | 86,147 | 0 | 0 | 0 | For |
| Charles Schwab | 68,261 | 0 | 0 | 0 | For |
| Zacks Trust | 60,738 | 0 | 0 | 0 | For |
| HOTCHKIS & WILEY FUNDS /DE/ | 53,200 | 0 | 0 | 0 | For |
| BRIDGEWAY FUNDS INC | 47,700 | 0 | 0 | 0 | For |
| Equitable | 45,007 | 0 | 0 | 0 | For |
| American Century | 44,378 | 0 | 0 | 0 | For |
| Principal | 32,800 | 0 | 0 | 0 | For |
| TIAA | 30,405 | 0 | 0 | 0 | For |
| Columbia Threadneedle | 28,800 | 0 | 0 | 0 | For |
| QUANTITATIVE MASTER SERIES LLC | 23,875 | 0 | 0 | 0 | For |
| Prudential/PGIM | 22,300 | 0 | 0 | 0 | For |
| Lincoln Financial | 18,468 | 0 | 0 | 0 | For |
| First Trust | 17,991 | 0 | 0 | 0 | For |
| Global X | 14,580 | 0 | 0 | 0 | For |
| SEI | 12,839 | 0 | 0 | 0 | For |
| Goldman Sachs | 12,450 | 0 | 0 | 0 | For |
| EA Series Trust | 11,951 | 0 | 0 | 0 | For |
| Pacific Life | 11,777 | 0 | 0 | 0 | For |
Showing the 25 largest of 46 asset managers. All 46 are in the interactive database (link above).
Meeting held May 21, 2025.
Combines 4 wordings of this item as funds reported it.
98% Majority: yes · of votes cast
Description as filed by funds: Election of Directors. To elect the following twelve (12) director nominees to the Board of Directors ("Board") of the Company to serve until the next annual meeting of shareholders and until their successors are elected and have qualified: Stephen A. Cortese
CALIFORNIA BANCORP’s own tally for this item (“Elect Director: Stephen A. Cortese”): 22,640,280 for, 465,564 withheld, per its Form 8-K filed May 22, 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 + WITHHELD); abstentions and broker non-votes are excluded.
The 46 asset managers below reported 4,565,327 for, 11,951 withheld.
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Vanguard | 1,268,915 | 0 | 0 | 0 | For |
| BlackRock | 812,236 | 0 | 0 | 0 | For |
| John Hancock | 729,381 | 0 | 0 | 0 | For |
| Fidelity | 487,824 | 0 | 0 | 0 | For |
| RMB INVESTORS TRUST | 409,629 | 0 | 0 | 0 | For |
| HENNESSY FUNDS TRUST | 125,000 | 0 | 0 | 0 | For |
| Dimensional | 86,147 | 0 | 0 | 0 | For |
| Charles Schwab | 68,261 | 0 | 0 | 0 | For |
| Zacks Trust | 60,738 | 0 | 0 | 0 | For |
| HOTCHKIS & WILEY FUNDS /DE/ | 53,200 | 0 | 0 | 0 | For |
| BRIDGEWAY FUNDS INC | 47,700 | 0 | 0 | 0 | For |
| Equitable | 45,007 | 0 | 0 | 0 | For |
| American Century | 44,378 | 0 | 0 | 0 | For |
| Principal | 32,800 | 0 | 0 | 0 | For |
| TIAA | 30,405 | 0 | 0 | 0 | For |
| Columbia Threadneedle | 28,800 | 0 | 0 | 0 | For |
| QUANTITATIVE MASTER SERIES LLC | 23,875 | 0 | 0 | 0 | For |
| Prudential/PGIM | 22,300 | 0 | 0 | 0 | For |
| Lincoln Financial | 18,468 | 0 | 0 | 0 | For |
| First Trust | 17,991 | 0 | 0 | 0 | For |
| Global X | 14,580 | 0 | 0 | 0 | For |
| SEI | 12,839 | 0 | 0 | 0 | For |
| Goldman Sachs | 12,450 | 0 | 0 | 0 | For |
| EA Series Trust | 0 | 0 | 0 | 11,951 | Withhold |
| Pacific Life | 11,777 | 0 | 0 | 0 | For |
Showing the 25 largest of 46 asset managers. All 46 are in the interactive database (link above).
Meeting held May 21, 2025.
Combines 4 wordings of this item as funds reported it.
98% Majority: yes · of votes cast
Description as filed by funds: Election of Directors. To elect the following twelve (12) director nominees to the Board of Directors ("Board") of the Company to serve until the next annual meeting of shareholders and until their successors are elected and have qualified: Steven E. Shelton
CALIFORNIA BANCORP’s own tally for this item (“Elect Director: Steven E. Shelton”): 22,648,335 for, 457,509 withheld, per its Form 8-K filed May 22, 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 + WITHHELD); abstentions and broker non-votes are excluded.
The 46 asset managers below reported 4,577,278 for, 0 withheld.
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Vanguard | 1,268,915 | 0 | 0 | 0 | For |
| BlackRock | 812,236 | 0 | 0 | 0 | For |
| John Hancock | 729,381 | 0 | 0 | 0 | For |
| Fidelity | 487,824 | 0 | 0 | 0 | For |
| RMB INVESTORS TRUST | 409,629 | 0 | 0 | 0 | For |
| HENNESSY FUNDS TRUST | 125,000 | 0 | 0 | 0 | For |
| Dimensional | 86,147 | 0 | 0 | 0 | For |
| Charles Schwab | 68,261 | 0 | 0 | 0 | For |
| Zacks Trust | 60,738 | 0 | 0 | 0 | For |
| HOTCHKIS & WILEY FUNDS /DE/ | 53,200 | 0 | 0 | 0 | For |
| BRIDGEWAY FUNDS INC | 47,700 | 0 | 0 | 0 | For |
| Equitable | 45,007 | 0 | 0 | 0 | For |
| American Century | 44,378 | 0 | 0 | 0 | For |
| Principal | 32,800 | 0 | 0 | 0 | For |
| TIAA | 30,405 | 0 | 0 | 0 | For |
| Columbia Threadneedle | 28,800 | 0 | 0 | 0 | For |
| QUANTITATIVE MASTER SERIES LLC | 23,875 | 0 | 0 | 0 | For |
| Prudential/PGIM | 22,300 | 0 | 0 | 0 | For |
| Lincoln Financial | 18,468 | 0 | 0 | 0 | For |
| First Trust | 17,991 | 0 | 0 | 0 | For |
| Global X | 14,580 | 0 | 0 | 0 | For |
| SEI | 12,839 | 0 | 0 | 0 | For |
| Goldman Sachs | 12,450 | 0 | 0 | 0 | For |
| EA Series Trust | 11,951 | 0 | 0 | 0 | For |
| Pacific Life | 11,777 | 0 | 0 | 0 | For |
Showing the 25 largest of 46 asset managers. All 46 are in the interactive database (link above).
Meeting held July 17, 2024.
Combines 6 wordings of this item as funds reported it.
99.9% Approved · of votes cast
Description as filed by funds: Approval of Merger and Merger Agreement. To approve the principal terms of the Agreement and Plan of Merger and Reorganization dated as of January 30, 2024 (the "merger agreement"), by and between California BanCorp and Southern California Bancorp, and the transactions contemplated by the merger agreement, including the merger of California BanCorp with and into Southern California Bancorp, with Southern California Bancorp surviving (the "merger"), followed immediately thereafter by the merger of California BanCorp wholly owned subsidiary, California Bank of Commerce, with and into Southern California Bancorp's wholly owned subsidiary, Bank of Southern California, N.A., with Bank of Southern California, N.A. surviving.
CALIFORNIA BANCORP’s own tally for this item (“1. To approve the principal terms of the Merger Agreement and the transactions contemplated by the Merger Agreement, including the Merger (the "Merger Proposal")”): 14,804,800 for, 2,303 against — passed, per its Form 8-K filed July 18, 2024 (Item 5.07).
Reported outcome: Approved, in the filing’s own words: “Proposal 1 Approval of Merger and Merger Agreement The shareholders voted to approve the Merger Proposal.”
Support: 99.9% of votes cast — FOR ÷ (FOR + AGAINST); abstentions and broker non-votes are excluded.
The 19 asset managers below reported 2,219,806 for.
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Vanguard | 872,301 | 0 | 0 | 0 | For |
| John Hancock | 556,849 | 0 | 0 | 0 | For |
| RMB INVESTORS TRUST | 237,473 | 0 | 0 | 0 | For |
| Fidelity | 156,105 | 0 | 0 | 0 | For |
| HENNESSY FUNDS TRUST | 124,000 | 0 | 0 | 0 | For |
| WASATCH FUNDS TRUST | 109,000 | 0 | 0 | 0 | For |
| BRIDGEWAY FUNDS INC | 49,100 | 0 | 0 | 0 | For |
| Dimensional | 38,489 | 0 | 0 | 0 | For |
| CLEARWATER INVESTMENT TRUST | 23,754 | 0 | 0 | 0 | For |
| BlackRock | 16,171 | 0 | 0 | 0 | For |
| State Street | 9,998 | 0 | 0 | 0 | For |
| Charles Schwab | 7,547 | 0 | 0 | 0 | For |
| EA Series Trust | 6,365 | 0 | 0 | 0 | For |
| Janus Detroit Street Trust | 3,574 | 0 | 0 | 0 | For |
| RBC FUNDS TRUST | 3,100 | 0 | 0 | 0 | For |
| Victory Capital | 2,452 | 0 | 0 | 0 | For |
| American Century | 1,776 | 0 | 0 | 0 | For |
| Equitable | 1,342 | 0 | 0 | 0 | For |
| Lincoln Financial | 410 | 0 | 0 | 0 | For |
Meeting held July 17, 2024.
Combines 2 wordings of this item as funds reported it.
99.9% Approved · of votes cast
Description as filed by funds: Approval of Bylaw Amendment. To approve an amendment to the SCB bylaws to change the allowable range of members of the board of directors to seven (7) to thirteen (13) from its current range of six (6) to eleven (11) (the "SCB bylaw amendment proposal");
CALIFORNIA BANCORP’s own tally for this item (“2. To approve an amendment to the Company's bylaws to change the allowable range of members of the board of directors to seven (7) to thirteen (13) from its current range of six (6) to eleven (11) (the "Bylaw Amendment")”): 16,344,702 for, 7,759 against — passed, per its Form 8-K filed July 18, 2024 (Item 5.07).
Reported outcome: Approved, in the filing’s own words: “Proposal 2 Approval of Bylaw Amendment The shareholders voted to approve the Bylaw Amendment proposal.”
Support: 99.9% of votes cast — FOR ÷ (FOR + AGAINST); abstentions and broker non-votes are excluded.
The 9 asset managers below reported 1,016,489 for.
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Vanguard | 517,231 | 0 | 0 | 0 | For |
| John Hancock | 262,857 | 0 | 0 | 0 | For |
| HENNESSY FUNDS TRUST | 124,000 | 0 | 0 | 0 | For |
| Fidelity | 92,673 | 0 | 0 | 0 | For |
| State Street | 9,998 | 0 | 0 | 0 | For |
| Charles Schwab | 5,092 | 0 | 0 | 0 | For |
| American Century | 1,776 | 0 | 0 | 0 | For |
| Victory Capital | 1,477 | 0 | 0 | 0 | For |
| Janus Detroit Street Trust | 1,385 | 0 | 0 | 0 | For |
Meeting held July 17, 2024.
99.1% Approved · of votes cast
Description as filed by funds: Approval of Articles of Incorporation Amendment. To approve an amendment to the SCB articles of incorporation to remove Article Eight to remove the board super majority approval requirement for certain stock issuances (the "SCB articles amendment proposal"); and
CALIFORNIA BANCORP’s own tally for this item (“4. Approval of Articles Amendment”): 14,675,687 for, 125,775 against — passed, per its Form 8-K filed July 18, 2024 (Item 5.07).
Reported outcome: Approved, in the filing’s own words: “Proposal 4 Approval of Articles Amendment The shareholders voted to approve the Articles Amendment proposal.”
Support: 99.1% of votes cast — FOR ÷ (FOR + AGAINST); abstentions and broker non-votes are excluded.
The 7 asset managers below reported 748,540 for.
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Vanguard | 517,231 | 0 | 0 | 0 | For |
| HENNESSY FUNDS TRUST | 124,000 | 0 | 0 | 0 | For |
| Fidelity | 92,673 | 0 | 0 | 0 | For |
| State Street | 9,998 | 0 | 0 | 0 | For |
| American Century | 1,776 | 0 | 0 | 0 | For |
| Victory Capital | 1,477 | 0 | 0 | 0 | For |
| Janus Detroit Street Trust | 1,385 | 0 | 0 | 0 | For |
Meeting held July 17, 2024.
100% of fund votes cast · no official result
Description as filed by funds: Approval of Name Change. To approve an amendment to the SCB articles of incorporation to change the name of SCB from "Southern California Bancorp" to "California BanCorp" (the "SCB name change proposal");
The 7 asset managers below reported 748,540 for. The figure above is FOR ÷ (FOR + AGAINST + WITHHELD) of the shares these managers voted; abstained and unvoted shares are in neither half, and these managers are a subset of all shareholders, not the meeting result.
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Vanguard | 517,231 | 0 | 0 | 0 | For |
| HENNESSY FUNDS TRUST | 124,000 | 0 | 0 | 0 | For |
| Fidelity | 92,673 | 0 | 0 | 0 | For |
| State Street | 9,998 | 0 | 0 | 0 | For |
| American Century | 1,776 | 0 | 0 | 0 | For |
| Victory Capital | 1,477 | 0 | 0 | 0 | For |
| Janus Detroit Street Trust | 1,385 | 0 | 0 | 0 | For |
Meeting held July 17, 2024.
Combines 3 wordings of this item as funds reported it.
93% of fund votes cast · no official result
Description as filed by funds: Adjournment. To approve the adjournment or postponement of the special meeting, if necessary or appropriate, including to solicit additional proxies to approve the merger and merger agreement.
The 19 asset managers below reported 2,057,336 for, 162,470 against. The figure above is FOR ÷ (FOR + AGAINST + WITHHELD) of the shares these managers voted; abstained and unvoted shares are in neither half, and these managers are a subset of all shareholders, not the meeting result.
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Vanguard | 872,301 | 0 | 0 | 0 | For |
| John Hancock | 556,849 | 0 | 0 | 0 | For |
| RMB INVESTORS TRUST | 237,473 | 0 | 0 | 0 | For |
| Fidelity | 0 | 156,105 | 0 | 0 | Against |
| HENNESSY FUNDS TRUST | 124,000 | 0 | 0 | 0 | For |
| WASATCH FUNDS TRUST | 109,000 | 0 | 0 | 0 | For |
| BRIDGEWAY FUNDS INC | 49,100 | 0 | 0 | 0 | For |
| Dimensional | 38,489 | 0 | 0 | 0 | For |
| CLEARWATER INVESTMENT TRUST | 23,754 | 0 | 0 | 0 | For |
| BlackRock | 16,171 | 0 | 0 | 0 | For |
| State Street | 9,998 | 0 | 0 | 0 | For |
| Charles Schwab | 7,547 | 0 | 0 | 0 | For |
| EA Series Trust | 0 | 6,365 | 0 | 0 | Against |
| Janus Detroit Street Trust | 3,574 | 0 | 0 | 0 | For |
| RBC FUNDS TRUST | 3,100 | 0 | 0 | 0 | For |
| Victory Capital | 2,452 | 0 | 0 | 0 | For |
| American Century | 1,776 | 0 | 0 | 0 | For |
| Equitable | 1,342 | 0 | 0 | 0 | For |
| Lincoln Financial | 410 | 0 | 0 | 0 | For |
Meeting held May 21, 2025.
Combines 2 wordings of this item as funds reported it.
99.9% Approved · of votes cast
Description as filed by funds: RATIFICATION OF THE APPOINTMENT OF INDEPENDENT PUBLIC ACCOUNTING FIRM. TO RATIFY THE APPOINTMENT OF RSM US LLP AS THE INDEPENDENT PUBLIC ACCOUNTING FIRM FOR THE COMPANY FOR THE FISCAL YEAR ENDING DECEMBER 31, 2025.
CALIFORNIA BANCORP’s own tally for this item (“Proposal II Ratification of the selection of RSM US LLP as the Company's independent registered public accounting firm for the year ending December 31, 2025: The vote required to approve this proposal was the affirmative”): 25,232,229 for, 13,330 against — passed, per its Form 8-K filed May 22, 2025 (Item 5.07).
Reported outcome: Approved, in the filing’s own words: “Accordingly, this proposal was approved with the following vote:”
Support: 99.9% of votes cast — FOR ÷ (FOR + AGAINST); abstentions and broker non-votes are excluded.
Voting standard, as the filing states it: a majority of the shares present or represented (“majority of the shares represented”).
The 46 asset managers below reported 4,565,327 for, 11,951 against.
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Vanguard | 1,268,915 | 0 | 0 | 0 | For |
| BlackRock | 812,236 | 0 | 0 | 0 | For |
| John Hancock | 729,381 | 0 | 0 | 0 | For |
| Fidelity | 487,824 | 0 | 0 | 0 | For |
| RMB INVESTORS TRUST | 409,629 | 0 | 0 | 0 | For |
| HENNESSY FUNDS TRUST | 125,000 | 0 | 0 | 0 | For |
| Dimensional | 86,147 | 0 | 0 | 0 | For |
| Charles Schwab | 68,261 | 0 | 0 | 0 | For |
| Zacks Trust | 60,738 | 0 | 0 | 0 | For |
| HOTCHKIS & WILEY FUNDS /DE/ | 53,200 | 0 | 0 | 0 | For |
| BRIDGEWAY FUNDS INC | 47,700 | 0 | 0 | 0 | For |
| Equitable | 45,007 | 0 | 0 | 0 | For |
| American Century | 44,378 | 0 | 0 | 0 | For |
| Principal | 32,800 | 0 | 0 | 0 | For |
| TIAA | 30,405 | 0 | 0 | 0 | For |
| Columbia Threadneedle | 28,800 | 0 | 0 | 0 | For |
| QUANTITATIVE MASTER SERIES LLC | 23,875 | 0 | 0 | 0 | For |
| Prudential/PGIM | 22,300 | 0 | 0 | 0 | For |
| Lincoln Financial | 18,468 | 0 | 0 | 0 | For |
| First Trust | 17,991 | 0 | 0 | 0 | For |
| Global X | 14,580 | 0 | 0 | 0 | For |
| SEI | 12,839 | 0 | 0 | 0 | For |
| Goldman Sachs | 12,450 | 0 | 0 | 0 | For |
| EA Series Trust | 0 | 11,951 | 0 | 0 | Against |
| Pacific Life | 11,777 | 0 | 0 | 0 | For |
Showing the 25 largest of 46 asset managers. All 46 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 32,412,937 shares outstanding at the time of that meeting.
| # | Asset manager | % of shares outstanding |
|---|---|---|
| 1 | Vanguard | 3.91% |
| 2 | BlackRock | 2.51% |
| 3 | John Hancock | 2.25% |
| 4 | Fidelity | 1.51% |
| 5 | RMB INVESTORS TRUST | 1.26% |
| 6 | HENNESSY FUNDS TRUST | 0.39% |
| 7 | Dimensional | 0.27% |
| 8 | Charles Schwab | 0.21% |
| 9 | Zacks Trust | 0.19% |
| 10 | HOTCHKIS & WILEY FUNDS /DE/ | 0.16% |
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 |
|---|---|---|
| John & Heidi Farkash | 9.07% | DEF14A |
| Wellington Management Group LLP | 8.89% | 13G |
| AB Financial Services Opportunity Fund ( | 7.79% | DEF14A |
| AllianceBernstein L.P. | 7.24% | 13G |
| FJ Capital Management LLC | 6.34% | 13G |
| Endeavour Capital Advisors Inc. | 5.42% | 13G |
| Castle Creek Capital Partners VI, LP | 4.70% | 13G |
| BlackRock | 4.57% | 13F |
| Fourthstone LLC | 4.02% | 13G |
| Vanguard Group | 3.98% | 13F |
Percentages above are of 32,412,937 shares outstanding, as reported by CALIFORNIA BANCORP on its Form 10-Q dated May 7, 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 CALIFORNIA BANCORP’s 10-Q dated May 7, 2025. This page is a static snapshot rebuilt weekly on November 8, 2026; a live search always shows the current data.
CALIFORNIA BANCORP proxy season coverage: 2024-2025 (this page) · 2025-2026.
proxyvotesnow.com, “CALIFORNIA BANCORP (BCAL) 2024-2025 Annual & Special Meetings”, https://proxyvotesnow.com/company/california-bancorp/2025 (version of November 9, 2026). Derived from SEC Form N-PX and Form 8-K filings; tables licensed CC BY 4.0. Licence: CC BY 4.0.