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Compiled from SEC Form N-PX filings and CARROLS RESTAURANT GROUP INC.’s Form 8-K, filed 2024-05-15 (Item 5.07 on EDGAR). Page generated 02 October 2026.
Proxy season: 2023-2024
Explore CARROLS RESTAURANT GROUP INC. in the interactive database Compare manager voting policies
These tallies are CARROLS RESTAURANT GROUP INC.’s own, as disclosed to the U.S. Securities and Exchange Commission on Form 8-K, filed 2024-05-15 (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.
| Ballot item | For | Against | Abstain | Withheld | Broker non-votes | Outcome |
|---|---|---|---|---|---|---|
| Proposal 1: Merger Proposal Majority Vote: | 49,011,315 | 89,698 | 85,178 | -- | -- | Majority: yes |
| Unaffiliated Company Stockholder Vote: | 37,488,714 | 89,698 | 85,178 | -- | -- | Majority: yes |
| Proposal 2: Compensation Proposal | 41,304,231 | 7,365,845 | 516,115 | -- | -- | Majority: yes |
Source: CARROLS RESTAURANT GROUP INC., Form 8-K, filed with the SEC on 2024-05-15 — read the filing on EDGAR.
Each item below shows how the 158 asset managers that disclosed a CARROLS RESTAURANT GROUP INC. 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 CARROLS RESTAURANT GROUP INC.’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.
Combines 3 wordings of this item as funds reported it.
66% fund support · no official result
The 150 asset managers below cast 66% of the shares they voted on this item FOR (17,393,792 for, 8,989,368 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Fidelity | 691,971 | 2,295,385 | 0 | 0 | Against |
| Man Group plc | 0 | 2,908,420 | 0 | 0 | Against |
| BlackRock | 2,346,033 | 7,677 | 0 | 0 | For |
| Gabelli | 1,921,204 | 0 | 0 | 0 | For |
| Vanguard | 1,769,854 | 0 | 0 | 0 | For |
| Charles Schwab | 0 | 192,966 | 0 | 0 | Not Voted |
| Putnam | 1,193,283 | 0 | 0 | 0 | For |
| Dimensional | 0 | 1,151,675 | 0 | 0 | Against |
| Investment Managers Series Trust II | 1,041,516 | 37,300 | 0 | 0 | For |
| GLAZER CAPITAL, LLC | 974,647 | 0 | 0 | 0 | For |
| GEODE CAPITAL MANAGEMENT, LLC | 726,638 | 0 | 0 | 0 | For |
| State Street | 674,838 | 0 | 0 | 0 | For |
| Renaissance | 659,593 | 0 | 0 | 0 | For |
| NEXPOINT FUNDS I | 0 | 516,970 | 0 | 0 | Against |
| Beryl Capital Management LLC | 495,771 | 0 | 0 | 0 | For |
| Equitable | 459,266 | 22,220 | 0 | 0 | For |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 469,547 | 0 | 0 | 0 | For |
| Invesco | 443,569 | 0 | 0 | 0 | For |
| Two Sigma | 377,308 | 0 | 0 | 0 | For |
| SEI | 0 | 361,426 | 0 | 0 | Against |
| GDL FUND | 310,000 | 0 | 0 | 0 | For |
| Northern Trust | 1,685 | 301,403 | 0 | 0 | Against |
| Nuveen | 0 | 254,684 | 0 | 0 | Against |
| TIAA | 0 | 251,061 | 0 | 0 | Against |
| WisdomTree | 223,693 | 0 | 0 | 0 | For |
Showing the 25 largest of 150 asset managers. See all 150 in the interactive database.
Combines 2 wordings of this item as funds reported it.
100% fund support · no official result
The 48 asset managers below cast 100% of the shares they voted on this item FOR (9,220,757 for, 0 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Vanguard | 1,741,835 | 0 | 0 | 0 | For |
| BlackRock | 1,338,211 | 0 | 0 | 0 | For |
| Investment Managers Series Trust II | 1,041,516 | 0 | 0 | 0 | For |
| Dimensional | 925,450 | 0 | 0 | 0 | For |
| Gabelli | 866,428 | 0 | 0 | 0 | For |
| Fidelity | 690,958 | 0 | 0 | 0 | For |
| Equitable | 459,266 | 0 | 22,220 | 0 | For |
| GDL FUND | 310,000 | 0 | 0 | 0 | For |
| TIAA | 250,361 | 0 | 0 | 0 | For |
| WisdomTree | 223,693 | 0 | 0 | 0 | For |
| Invesco | 213,948 | 0 | 0 | 0 | For |
| SEI | 180,538 | 0 | 0 | 0 | For |
| BRIDGEWAY FUNDS INC | 125,000 | 0 | 0 | 0 | For |
| Charles Schwab | 96,483 | 0 | 0 | 0 | For |
| Russell Investments | 95,306 | 0 | 0 | 0 | For |
| Guggenheim | 76,181 | 0 | 0 | 0 | For |
| QUANTITATIVE MASTER SERIES LLC | 63,560 | 0 | 0 | 0 | For |
| Putnam | 58,583 | 0 | 0 | 0 | For |
| Lincoln Financial | 57,958 | 0 | 0 | 0 | For |
| Legg Mason | 45,000 | 0 | 0 | 0 | For |
| American Century | 44,232 | 0 | 0 | 0 | For |
| Dunham Funds | 44,057 | 0 | 0 | 0 | For |
| Goldman Sachs | 33,880 | 0 | 0 | 0 | For |
| Principal Exchange-Traded Funds | 28,392 | 0 | 0 | 0 | For |
| Neuberger Berman | 23,279 | 0 | 0 | 0 | For |
Showing the 25 largest of 48 asset managers. See all 48 in the interactive database.
100% fund support · no official result
The 12 asset managers below cast 100% of the shares they voted on this item FOR (869,681 for, 0 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| NEXPOINT FUNDS I | 516,970 | 0 | 0 | 0 | For |
| AltShares Trust | 118,806 | 0 | 0 | 0 | For |
| Northern Lights Fund Trust IV | 92,430 | 0 | 0 | 0 | For |
| LOCORR INVESTMENT TRUST | 41,507 | 0 | 0 | 0 | For |
| Investment Managers Series Trust II | 37,300 | 0 | 0 | 0 | For |
| Jackson National | 17,648 | 0 | 0 | 0 | For |
| John Hancock | 14,915 | 0 | 0 | 0 | For |
| Bridge Builder Trust | 14,173 | 0 | 0 | 0 | For |
| GPS Funds I | 8,377 | 0 | 0 | 0 | For |
| Allianz | 5,984 | 0 | 0 | 0 | For |
| NORTHERN LIGHTS FUND TRUST II | 1,490 | 0 | 0 | 0 | For |
| TRUST FOR PROFESSIONAL MANAGERS | 81 | 0 | 0 | 0 | For |
100% fund support · no official result
The 3 asset managers below cast 100% of the shares they voted on this item FOR (254,259 for, 0 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Manatuck Hill Partners, LLC | 251,338 | 0 | 0 | 0 | For |
| Two Roads Shared Trust | 2,279 | 0 | 0 | 0 | For |
| TD ASSET MANAGEMENT INC | 642 | 0 | 0 | 0 | For |
100% fund support · no official result
The 2 asset managers below cast 100% of the shares they voted on this item FOR (448 for, 0 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Orion Porfolio Solutions, LLC | 224 | 0 | 0 | 0 | For |
| Orion Portfolio Solutions, LLC | 224 | 0 | 0 | 0 | For |
Ranked by the number of CARROLS RESTAURANT GROUP INC. shares each manager voted on the most widely held ballot item of the 2023-2024 meeting, shown as a share of the 52,621,276 shares outstanding at the time of that meeting.
| # | Asset manager | % of shares outstanding |
|---|---|---|
| 1 | Fidelity | 5.68% |
| 2 | Man Group plc | 5.53% |
| 3 | BlackRock | 4.47% |
| 4 | Gabelli | 3.65% |
| 5 | Vanguard | 3.36% |
| 6 | Charles Schwab | 3.13% |
| 7 | Putnam | 2.27% |
| 8 | Dimensional | 2.19% |
| 9 | Investment Managers Series Trust II | 2.05% |
| 10 | GLAZER CAPITAL, LLC | 1.85% |
Positions disclosed to the SEC on Schedules 13D and 13G, Form 13F and the company’s own proxy statement (DEF 14A).
| Holder | % outstanding | Disclosure |
|---|---|---|
| Matthew Perelman | 28.69% | DEF14A |
| Alexander Sloane | 28.44% | DEF14A |
| Cambridge Franchise Holdings, LLC | 28.15% | DEF14A |
| Restaurant Brands International Inc. | 17.89% | DEF14A |
| Daniel T. Accordino | 4.77% | DEF14A |
| Dimensional Fund Advisors | 2.65% | 13F |
| Renaissance Technologies | 2.31% | 13F |
| Geode Capital | 1.40% | 13F |
| State Street | 1.38% | 13F |
| Anthony E. Hull | 1.34% | DEF14A |
Percentages above are of 52,621,276 shares outstanding, as reported by CARROLS RESTAURANT GROUP INC. on its Form 10-Q dated 2024-05-03 (see the filing on EDGAR). This is the count contemporaneous with the 2023-2024 meeting, so the percentages are the ones that were true then, not ones restated against today’s share count.
Every figure above is derived from filings made with the US Securities and Exchange Commission: Form N-PX, in which registered investment companies and institutional managers disclose how they voted every proxy, and Form 8-K Item 5.07, in which the company reports its own meeting results. Shares outstanding are taken from CARROLS RESTAURANT GROUP INC.’s 10-Q dated 2024-05-03. This page is a static snapshot rebuilt weekly on 02 October 2026; a live search always shows the current data.
At CARROLS RESTAURANT GROUP INC.'s shareholder meeting held 2024-05-14, in the 2023-2024 proxy season, 158 asset managers reported how they voted in their SEC Form N-PX filings, covering 457 separate fund positions. Their filings are grouped here into 5 reported items; because filers word the same ballot item differently, that can be more than the number of items on the ballot. CARROLS RESTAURANT GROUP INC.'s own Form 8-K tally for this meeting is published below, but no row in it could be matched to the most widely held item, so this page states no certified outcome for that item. On that item — To approve, on an advisory (non- binding) basis, the compensation that will or may become… — the reporting funds cast 66% of the shares they voted in favour (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). That is the aggregate of those managers' own N-PX disclosures, not the company's certified result, and the funds are a subset of all shareholders.
CARROLS RESTAURANT GROUP INC. proxy season coverage: 2023-2024 (this page).