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Compiled from SEC Form N-PX filings and LUTHER BURBANK CORP.’s Form 8-K, filed 2023-10-25 (Item 5.07 on EDGAR). Page generated 02 October 2026.
Proxy season: 2023-2024
Explore LUTHER BURBANK CORP. in the interactive database Compare manager voting policies
These tallies are LUTHER BURBANK CORP.’s own, as disclosed to the U.S. Securities and Exchange Commission on Form 8-K, filed 2023-10-25 (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 |
|---|---|---|---|---|---|---|
| Elect Director: Renu Agrawal | 46,199,307 | -- | -- | 439,070 | 1,247,455 | Majority: yes |
| Elect Director: John C. Erickson | 46,464,589 | -- | -- | 173,788 | 1,247,455 | Majority: yes |
| Elect Director: Simone Lagomarsino | 46,314,785 | -- | -- | 323,592 | 1,247,455 | Majority: yes |
| Elect Director: Anita Gentle Newcomb | 46,196,031 | -- | -- | 442,346 | 1,247,455 | Majority: yes |
| Elect Director: Bradley M. Shuster | 45,730,611 | -- | -- | 907,766 | 1,247,455 | Majority: yes |
| Elect Director: Victor S. Trione | 46,296,491 | -- | -- | 341,886 | 1,247,455 | Majority: yes |
| Elect Director: Thomas C. Wajnert | 46,138,354 | -- | -- | 500,023 | 1,247,455 | Majority: yes |
| Elect Director: M. Max Yzaguirre | 46,464,689 | -- | -- | 173,688 | 1,247,455 | Majority: yes |
Source: LUTHER BURBANK CORP., Form 8-K, filed with the SEC on 2023-10-25 — read the filing on EDGAR.
Each item below shows how the 101 asset managers that disclosed a LUTHER BURBANK 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. 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 LUTHER BURBANK CORP.’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.
100% fund support · no official result
The 93 asset managers below cast 100% of the shares they voted on this item FOR (9,560 for, 0 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| BlackRock | 0 | 0 | 0 | 0 | One Year |
| Dimensional | 0 | 0 | 0 | 0 | Three Years |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | 0 | 0 | 0 | 0 | One Year |
| Vanguard | 0 | 0 | 0 | 0 | One Year |
| BRIDGEWAY FUNDS INC | 0 | 0 | 0 | 0 | One Year |
| AMERICAN BEACON FUNDS | 0 | 0 | 0 | 0 | One Year |
| Renaissance | 0 | 0 | 0 | 0 | One Year |
| GEODE CAPITAL MANAGEMENT, LLC | 0 | 0 | 0 | 0 | One Year |
| Fidelity | 0 | 0 | 0 | 0 | One Year |
| HOTCHKIS & WILEY FUNDS /DE/ | 0 | 0 | 0 | 0 | One Year |
| EA Series Trust | 0 | 0 | 0 | 0 | 2 Years |
| American Century | 0 | 0 | 0 | 0 | Two Years |
| RBB FUND, INC. | 0 | 0 | 0 | 0 | One Year |
| Charles Schwab | 0 | 0 | 0 | 0 | 1 Year |
| Northern Trust | 0 | 0 | 0 | 0 | One Year |
| WisdomTree | 0 | 0 | 0 | 0 | One Year |
| Equitable | 0 | 0 | 0 | 0 | One Year |
| Principal | 0 | 0 | 0 | 0 | One Year |
| STRS OHIO | 0 | 0 | 0 | 0 | One Year |
| MELLON INVESTMENTS Corp | 0 | 0 | 0 | 0 | One Year |
| BECKER CAPITAL MANAGEMENT INC | 0 | 0 | 0 | 0 | 1 Year |
| Columbia Threadneedle | 0 | 0 | 0 | 0 | One Year |
| AllianceBernstein | 0 | 0 | 0 | 0 | One Year |
| Two Sigma | 0 | 0 | 0 | 0 | One Year |
| Goldman Sachs | 0 | 0 | 0 | 0 | One Year |
Showing the 25 largest of 93 asset managers. See all 93 in the interactive database.
Combines 2 wordings of this item as funds reported it.
97% fund support · no official result
The 93 asset managers below cast 97% of the shares they voted on this item FOR (5,782,010 for, 176,641 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| BlackRock | 1,133,880 | 0 | 0 | 0 | For |
| Dimensional | 904,820 | 0 | 0 | 0 | For |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | 631,479 | 0 | 0 | 0 | For |
| Vanguard | 541,842 | 0 | 0 | 0 | For |
| BRIDGEWAY FUNDS INC | 258,197 | 0 | 0 | 0 | For |
| AMERICAN BEACON FUNDS | 227,597 | 0 | 0 | 0 | For |
| Renaissance | 211,343 | 0 | 0 | 0 | For |
| GEODE CAPITAL MANAGEMENT, LLC | 204,234 | 0 | 0 | 0 | For |
| Fidelity | 198,116 | 0 | 0 | 0 | For |
| HOTCHKIS & WILEY FUNDS /DE/ | 189,945 | 0 | 0 | 0 | For |
| EA Series Trust | 159,716 | 0 | 0 | 0 | For |
| American Century | 154,872 | 0 | 0 | 0 | For |
| RBB FUND, INC. | 152,626 | 0 | 0 | 0 | For |
| Charles Schwab | 151,530 | 0 | 0 | 0 | For |
| Northern Trust | 99,494 | 3,729 | 0 | 0 | For |
| WisdomTree | 0 | 62,252 | 0 | 0 | Against |
| Equitable | 58,577 | 0 | 0 | 0 | For |
| Principal | 56,781 | 0 | 0 | 0 | For |
| STRS OHIO | 53,000 | 0 | 0 | 0 | For |
| MELLON INVESTMENTS Corp | 0 | 42,862 | 0 | 0 | Against |
| BECKER CAPITAL MANAGEMENT INC | 42,560 | 0 | 0 | 0 | For |
| Columbia Threadneedle | 0 | 41,400 | 0 | 0 | Against |
| AllianceBernstein | 29,980 | 0 | 0 | 0 | For |
| Two Sigma | 26,245 | 0 | 0 | 0 | For |
| Goldman Sachs | 25,789 | 0 | 0 | 0 | For |
Showing the 25 largest of 93 asset managers. See all 93 in the interactive database.
Combines 3 wordings of this item as funds reported it.
99.0% Majority: yes · of votes cast
LUTHER BURBANK CORP.’s own tally for this item (“Elect Director: Anita Gentle Newcomb”): 46,196,031 for, 442,346 withheld, per its Form 8-K filed 2023-10-25 (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. Of all 51,027,878 outstanding shares: 91% for, 0.9% withheld (91% of the company cast a for/withheld vote).
The 43 asset managers below cast 100% of the shares they voted on this item FOR (3,366,869 for, 0 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Dimensional | 706,915 | 0 | 0 | 0 | For |
| BlackRock | 596,761 | 0 | 0 | 0 | For |
| Vanguard | 520,649 | 0 | 0 | 0 | For |
| BRIDGEWAY FUNDS INC | 0 | 0 | 258,197 | 0 | Abstain |
| AMERICAN BEACON FUNDS | 227,597 | 0 | 0 | 0 | For |
| Fidelity | 197,639 | 0 | 0 | 0 | For |
| HOTCHKIS & WILEY FUNDS /DE/ | 189,945 | 0 | 0 | 0 | For |
| EA Series Trust | 159,716 | 0 | 0 | 0 | For |
| RBB FUND, INC. | 152,626 | 0 | 0 | 0 | For |
| Northern Trust | 92,449 | 0 | 0 | 0 | For |
| American Century | 77,436 | 0 | 0 | 0 | For |
| Charles Schwab | 75,765 | 0 | 0 | 0 | For |
| WisdomTree | 62,252 | 0 | 0 | 0 | For |
| Equitable | 58,577 | 0 | 0 | 0 | For |
| Principal | 56,781 | 0 | 0 | 0 | For |
| Columbia Threadneedle | 41,400 | 0 | 0 | 0 | For |
| QUANTITATIVE MASTER SERIES LLC | 24,183 | 0 | 0 | 0 | For |
| Prudential/PGIM | 22,600 | 0 | 0 | 0 | For |
| TIAA | 21,970 | 0 | 0 | 0 | For |
| Lincoln Financial | 11,100 | 0 | 0 | 0 | For |
| Invesco | 11,000 | 0 | 0 | 0 | For |
| Jackson National | 10,431 | 0 | 0 | 0 | For |
| Bridge Builder Trust | 8,621 | 0 | 0 | 0 | For |
| AIG/SunAmerica | 5,142 | 0 | 0 | 0 | For |
| Pacific Life | 4,644 | 0 | 0 | 0 | For |
Showing the 25 largest of 43 asset managers. See all 43 in the interactive database.
Combines 3 wordings of this item as funds reported it.
98% Majority: yes · of votes cast
LUTHER BURBANK CORP.’s own tally for this item (“Elect Director: Bradley M. Shuster”): 45,730,611 for, 907,766 withheld, per its Form 8-K filed 2023-10-25 (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. Of all 51,027,878 outstanding shares: 90% for, 2% withheld (91% of the company cast a for/withheld vote).
The 43 asset managers below cast 100% of the shares they voted on this item FOR (3,305,843 for, 0 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Dimensional | 706,915 | 0 | 0 | 0 | For |
| BlackRock | 596,761 | 0 | 0 | 0 | For |
| Vanguard | 520,649 | 0 | 0 | 0 | For |
| BRIDGEWAY FUNDS INC | 0 | 0 | 258,197 | 0 | Abstain |
| AMERICAN BEACON FUNDS | 227,597 | 0 | 0 | 0 | For |
| Fidelity | 197,639 | 0 | 0 | 0 | For |
| HOTCHKIS & WILEY FUNDS /DE/ | 189,945 | 0 | 0 | 0 | For |
| EA Series Trust | 159,716 | 0 | 0 | 0 | For |
| RBB FUND, INC. | 152,626 | 0 | 0 | 0 | For |
| Northern Trust | 92,449 | 0 | 0 | 0 | For |
| American Century | 77,436 | 0 | 0 | 0 | For |
| Charles Schwab | 75,765 | 0 | 0 | 0 | For |
| WisdomTree | 62,252 | 0 | 0 | 0 | For |
| Equitable | 58,577 | 0 | 0 | 0 | For |
| Principal | 56,781 | 0 | 0 | 0 | For |
| Columbia Threadneedle | 0 | 0 | 41,400 | 0 | Abstain |
| QUANTITATIVE MASTER SERIES LLC | 24,183 | 0 | 0 | 0 | For |
| Prudential/PGIM | 22,600 | 0 | 0 | 0 | For |
| TIAA | 21,970 | 0 | 0 | 0 | For |
| Lincoln Financial | 3,700 | 0 | 7,400 | 0 | Abstain |
| Invesco | 0 | 0 | 11,000 | 0 | Abstain |
| Jackson National | 10,431 | 0 | 0 | 0 | For |
| Bridge Builder Trust | 8,621 | 0 | 0 | 0 | For |
| AIG/SunAmerica | 5,142 | 0 | 0 | 0 | For |
| Pacific Life | 4,644 | 0 | 0 | 0 | For |
Showing the 25 largest of 43 asset managers. See all 43 in the interactive database.
Combines 4 wordings of this item as funds reported it.
99.6% Majority: yes · of votes cast
LUTHER BURBANK CORP.’s own tally for this item (“Elect Director: John C. Erickson”): 46,464,589 for, 173,788 withheld, per its Form 8-K filed 2023-10-25 (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. Of all 51,027,878 outstanding shares: 91% for, 0.4% withheld (91% of the company cast a for/withheld vote).
The 43 asset managers below cast 100% of the shares they voted on this item FOR (3,625,066 for, 0 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Dimensional | 706,915 | 0 | 0 | 0 | For |
| BlackRock | 596,761 | 0 | 0 | 0 | For |
| Vanguard | 520,649 | 0 | 0 | 0 | For |
| BRIDGEWAY FUNDS INC | 258,197 | 0 | 0 | 0 | For |
| AMERICAN BEACON FUNDS | 227,597 | 0 | 0 | 0 | For |
| Fidelity | 197,639 | 0 | 0 | 0 | For |
| HOTCHKIS & WILEY FUNDS /DE/ | 189,945 | 0 | 0 | 0 | For |
| EA Series Trust | 159,716 | 0 | 0 | 0 | For |
| RBB FUND, INC. | 152,626 | 0 | 0 | 0 | For |
| Northern Trust | 92,449 | 0 | 0 | 0 | For |
| American Century | 77,436 | 0 | 0 | 0 | For |
| Charles Schwab | 75,765 | 0 | 0 | 0 | For |
| WisdomTree | 62,252 | 0 | 0 | 0 | For |
| Equitable | 58,577 | 0 | 0 | 0 | For |
| Principal | 56,781 | 0 | 0 | 0 | For |
| Columbia Threadneedle | 41,400 | 0 | 0 | 0 | For |
| QUANTITATIVE MASTER SERIES LLC | 24,183 | 0 | 0 | 0 | For |
| Prudential/PGIM | 22,600 | 0 | 0 | 0 | For |
| TIAA | 21,970 | 0 | 0 | 0 | For |
| Lincoln Financial | 11,100 | 0 | 0 | 0 | For |
| Invesco | 11,000 | 0 | 0 | 0 | For |
| Jackson National | 10,431 | 0 | 0 | 0 | For |
| Bridge Builder Trust | 8,621 | 0 | 0 | 0 | For |
| AIG/SunAmerica | 5,142 | 0 | 0 | 0 | For |
| Pacific Life | 4,644 | 0 | 0 | 0 | For |
Showing the 25 largest of 43 asset managers. See all 43 in the interactive database.
Combines 3 wordings of this item as funds reported it.
99.6% Majority: yes · of votes cast
LUTHER BURBANK CORP.’s own tally for this item (“Elect Director: M. Max Yzaguirre”): 46,464,689 for, 173,688 withheld, per its Form 8-K filed 2023-10-25 (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. Of all 51,027,878 outstanding shares: 91% for, 0.4% withheld (91% of the company cast a for/withheld vote).
The 43 asset managers below cast 100% of the shares they voted on this item FOR (3,625,066 for, 0 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Dimensional | 706,915 | 0 | 0 | 0 | For |
| BlackRock | 596,761 | 0 | 0 | 0 | For |
| Vanguard | 520,649 | 0 | 0 | 0 | For |
| BRIDGEWAY FUNDS INC | 258,197 | 0 | 0 | 0 | For |
| AMERICAN BEACON FUNDS | 227,597 | 0 | 0 | 0 | For |
| Fidelity | 197,639 | 0 | 0 | 0 | For |
| HOTCHKIS & WILEY FUNDS /DE/ | 189,945 | 0 | 0 | 0 | For |
| EA Series Trust | 159,716 | 0 | 0 | 0 | For |
| RBB FUND, INC. | 152,626 | 0 | 0 | 0 | For |
| Northern Trust | 92,449 | 0 | 0 | 0 | For |
| American Century | 77,436 | 0 | 0 | 0 | For |
| Charles Schwab | 75,765 | 0 | 0 | 0 | For |
| WisdomTree | 62,252 | 0 | 0 | 0 | For |
| Equitable | 58,577 | 0 | 0 | 0 | For |
| Principal | 56,781 | 0 | 0 | 0 | For |
| Columbia Threadneedle | 41,400 | 0 | 0 | 0 | For |
| QUANTITATIVE MASTER SERIES LLC | 24,183 | 0 | 0 | 0 | For |
| Prudential/PGIM | 22,600 | 0 | 0 | 0 | For |
| TIAA | 21,970 | 0 | 0 | 0 | For |
| Lincoln Financial | 11,100 | 0 | 0 | 0 | For |
| Invesco | 11,000 | 0 | 0 | 0 | For |
| Jackson National | 10,431 | 0 | 0 | 0 | For |
| Bridge Builder Trust | 8,621 | 0 | 0 | 0 | For |
| AIG/SunAmerica | 5,142 | 0 | 0 | 0 | For |
| Pacific Life | 4,644 | 0 | 0 | 0 | For |
Showing the 25 largest of 43 asset managers. See all 43 in the interactive database.
Combines 3 wordings of this item as funds reported it.
99.0% Majority: yes · of votes cast
LUTHER BURBANK CORP.’s own tally for this item (“Elect Director: Renu Agrawal”): 46,199,307 for, 439,070 withheld, per its Form 8-K filed 2023-10-25 (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. Of all 51,027,878 outstanding shares: 91% for, 0.9% withheld (91% of the company cast a for/withheld vote).
The 43 asset managers below cast 100% of the shares they voted on this item FOR (3,366,869 for, 0 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Dimensional | 706,915 | 0 | 0 | 0 | For |
| BlackRock | 596,761 | 0 | 0 | 0 | For |
| Vanguard | 520,649 | 0 | 0 | 0 | For |
| BRIDGEWAY FUNDS INC | 0 | 0 | 258,197 | 0 | Abstain |
| AMERICAN BEACON FUNDS | 227,597 | 0 | 0 | 0 | For |
| Fidelity | 197,639 | 0 | 0 | 0 | For |
| HOTCHKIS & WILEY FUNDS /DE/ | 189,945 | 0 | 0 | 0 | For |
| EA Series Trust | 159,716 | 0 | 0 | 0 | For |
| RBB FUND, INC. | 152,626 | 0 | 0 | 0 | For |
| Northern Trust | 92,449 | 0 | 0 | 0 | For |
| American Century | 77,436 | 0 | 0 | 0 | For |
| Charles Schwab | 75,765 | 0 | 0 | 0 | For |
| WisdomTree | 62,252 | 0 | 0 | 0 | For |
| Equitable | 58,577 | 0 | 0 | 0 | For |
| Principal | 56,781 | 0 | 0 | 0 | For |
| Columbia Threadneedle | 41,400 | 0 | 0 | 0 | For |
| QUANTITATIVE MASTER SERIES LLC | 24,183 | 0 | 0 | 0 | For |
| Prudential/PGIM | 22,600 | 0 | 0 | 0 | For |
| TIAA | 21,970 | 0 | 0 | 0 | For |
| Lincoln Financial | 11,100 | 0 | 0 | 0 | For |
| Invesco | 11,000 | 0 | 0 | 0 | For |
| Jackson National | 10,431 | 0 | 0 | 0 | For |
| Bridge Builder Trust | 8,621 | 0 | 0 | 0 | For |
| AIG/SunAmerica | 5,142 | 0 | 0 | 0 | For |
| Pacific Life | 4,644 | 0 | 0 | 0 | For |
Showing the 25 largest of 43 asset managers. See all 43 in the interactive database.
Combines 3 wordings of this item as funds reported it.
99.3% Majority: yes · of votes cast
LUTHER BURBANK CORP.’s own tally for this item (“Elect Director: Simone Lagomarsino”): 46,314,785 for, 323,592 withheld, per its Form 8-K filed 2023-10-25 (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. Of all 51,027,878 outstanding shares: 91% for, 0.7% withheld (91% of the company cast a for/withheld vote).
The 43 asset managers below cast 100% of the shares they voted on this item FOR (3,625,066 for, 0 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Dimensional | 706,915 | 0 | 0 | 0 | For |
| BlackRock | 596,761 | 0 | 0 | 0 | For |
| Vanguard | 520,649 | 0 | 0 | 0 | For |
| BRIDGEWAY FUNDS INC | 258,197 | 0 | 0 | 0 | For |
| AMERICAN BEACON FUNDS | 227,597 | 0 | 0 | 0 | For |
| Fidelity | 197,639 | 0 | 0 | 0 | For |
| HOTCHKIS & WILEY FUNDS /DE/ | 189,945 | 0 | 0 | 0 | For |
| EA Series Trust | 159,716 | 0 | 0 | 0 | For |
| RBB FUND, INC. | 152,626 | 0 | 0 | 0 | For |
| Northern Trust | 92,449 | 0 | 0 | 0 | For |
| American Century | 77,436 | 0 | 0 | 0 | For |
| Charles Schwab | 75,765 | 0 | 0 | 0 | For |
| WisdomTree | 62,252 | 0 | 0 | 0 | For |
| Equitable | 58,577 | 0 | 0 | 0 | For |
| Principal | 56,781 | 0 | 0 | 0 | For |
| Columbia Threadneedle | 41,400 | 0 | 0 | 0 | For |
| QUANTITATIVE MASTER SERIES LLC | 24,183 | 0 | 0 | 0 | For |
| Prudential/PGIM | 22,600 | 0 | 0 | 0 | For |
| TIAA | 21,970 | 0 | 0 | 0 | For |
| Lincoln Financial | 11,100 | 0 | 0 | 0 | For |
| Invesco | 11,000 | 0 | 0 | 0 | For |
| Jackson National | 10,431 | 0 | 0 | 0 | For |
| Bridge Builder Trust | 8,621 | 0 | 0 | 0 | For |
| AIG/SunAmerica | 5,142 | 0 | 0 | 0 | For |
| Pacific Life | 4,644 | 0 | 0 | 0 | For |
Showing the 25 largest of 43 asset managers. See all 43 in the interactive database.
Combines 4 wordings of this item as funds reported it.
99% Majority: yes · of votes cast
LUTHER BURBANK CORP.’s own tally for this item (“Elect Director: Thomas C. Wajnert”): 46,138,354 for, 500,023 withheld, per its Form 8-K filed 2023-10-25 (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. Of all 51,027,878 outstanding shares: 90% for, 1.0% withheld (91% of the company cast a for/withheld vote).
The 43 asset managers below cast 100% of the shares they voted on this item FOR (3,365,705 for, 0 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Dimensional | 706,915 | 0 | 0 | 0 | For |
| BlackRock | 596,761 | 0 | 0 | 0 | For |
| Vanguard | 520,649 | 0 | 0 | 0 | For |
| BRIDGEWAY FUNDS INC | 0 | 0 | 258,197 | 0 | Abstain |
| AMERICAN BEACON FUNDS | 227,597 | 0 | 0 | 0 | For |
| Fidelity | 197,639 | 0 | 0 | 0 | For |
| HOTCHKIS & WILEY FUNDS /DE/ | 189,945 | 0 | 0 | 0 | For |
| EA Series Trust | 159,716 | 0 | 0 | 0 | For |
| RBB FUND, INC. | 152,626 | 0 | 0 | 0 | For |
| Northern Trust | 92,449 | 0 | 0 | 0 | For |
| American Century | 77,436 | 0 | 0 | 0 | For |
| Charles Schwab | 75,765 | 0 | 0 | 0 | For |
| WisdomTree | 62,252 | 0 | 0 | 0 | For |
| Equitable | 58,577 | 0 | 0 | 0 | For |
| Principal | 56,781 | 0 | 0 | 0 | For |
| Columbia Threadneedle | 41,400 | 0 | 0 | 0 | For |
| QUANTITATIVE MASTER SERIES LLC | 24,183 | 0 | 0 | 0 | For |
| Prudential/PGIM | 22,600 | 0 | 0 | 0 | For |
| TIAA | 21,970 | 0 | 0 | 0 | For |
| Lincoln Financial | 11,100 | 0 | 0 | 0 | For |
| Invesco | 11,000 | 0 | 0 | 0 | For |
| Jackson National | 10,431 | 0 | 0 | 0 | For |
| Bridge Builder Trust | 8,621 | 0 | 0 | 0 | For |
| AIG/SunAmerica | 5,142 | 0 | 0 | 0 | For |
| Pacific Life | 4,644 | 0 | 0 | 0 | For |
Showing the 25 largest of 43 asset managers. See all 43 in the interactive database.
Combines 3 wordings of this item as funds reported it.
99.2% Majority: yes · of votes cast
LUTHER BURBANK CORP.’s own tally for this item (“Elect Director: Victor S. Trione”): 46,296,491 for, 341,886 withheld, per its Form 8-K filed 2023-10-25 (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. Of all 51,027,878 outstanding shares: 91% for, 0.7% withheld (91% of the company cast a for/withheld vote).
The 43 asset managers below cast 100% of the shares they voted on this item FOR (3,625,015 for, 0 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Dimensional | 706,915 | 0 | 0 | 0 | For |
| BlackRock | 596,761 | 0 | 0 | 0 | For |
| Vanguard | 520,649 | 0 | 0 | 0 | For |
| BRIDGEWAY FUNDS INC | 258,197 | 0 | 0 | 0 | For |
| AMERICAN BEACON FUNDS | 227,597 | 0 | 0 | 0 | For |
| Fidelity | 197,639 | 0 | 0 | 0 | For |
| HOTCHKIS & WILEY FUNDS /DE/ | 189,945 | 0 | 0 | 0 | For |
| EA Series Trust | 159,716 | 0 | 0 | 0 | For |
| RBB FUND, INC. | 152,626 | 0 | 0 | 0 | For |
| Northern Trust | 92,449 | 0 | 0 | 0 | For |
| American Century | 77,436 | 0 | 0 | 0 | For |
| Charles Schwab | 75,765 | 0 | 0 | 0 | For |
| WisdomTree | 62,252 | 0 | 0 | 0 | For |
| Equitable | 58,577 | 0 | 0 | 0 | For |
| Principal | 56,781 | 0 | 0 | 0 | For |
| Columbia Threadneedle | 41,400 | 0 | 0 | 0 | For |
| QUANTITATIVE MASTER SERIES LLC | 24,183 | 0 | 0 | 0 | For |
| Prudential/PGIM | 22,600 | 0 | 0 | 0 | For |
| TIAA | 21,970 | 0 | 0 | 0 | For |
| Lincoln Financial | 11,100 | 0 | 0 | 0 | For |
| Invesco | 11,000 | 0 | 0 | 0 | For |
| Jackson National | 10,431 | 0 | 0 | 0 | For |
| Bridge Builder Trust | 8,621 | 0 | 0 | 0 | For |
| AIG/SunAmerica | 5,142 | 0 | 0 | 0 | For |
| Pacific Life | 4,644 | 0 | 0 | 0 | For |
Showing the 25 largest of 43 asset managers. See all 43 in the interactive database.
Combines 2 wordings of this item as funds reported it.
100% fund support · no official result
The 43 asset managers below cast 100% of the shares they voted on this item FOR (3,625,066 for, 0 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Dimensional | 706,915 | 0 | 0 | 0 | For |
| BlackRock | 596,761 | 0 | 0 | 0 | For |
| Vanguard | 520,649 | 0 | 0 | 0 | For |
| BRIDGEWAY FUNDS INC | 258,197 | 0 | 0 | 0 | For |
| AMERICAN BEACON FUNDS | 227,597 | 0 | 0 | 0 | For |
| Fidelity | 197,639 | 0 | 0 | 0 | For |
| HOTCHKIS & WILEY FUNDS /DE/ | 189,945 | 0 | 0 | 0 | For |
| EA Series Trust | 159,716 | 0 | 0 | 0 | For |
| RBB FUND, INC. | 152,626 | 0 | 0 | 0 | For |
| Northern Trust | 92,449 | 0 | 0 | 0 | For |
| American Century | 77,436 | 0 | 0 | 0 | For |
| Charles Schwab | 75,765 | 0 | 0 | 0 | For |
| WisdomTree | 62,252 | 0 | 0 | 0 | For |
| Equitable | 58,577 | 0 | 0 | 0 | For |
| Principal | 56,781 | 0 | 0 | 0 | For |
| Columbia Threadneedle | 41,400 | 0 | 0 | 0 | For |
| QUANTITATIVE MASTER SERIES LLC | 24,183 | 0 | 0 | 0 | For |
| Prudential/PGIM | 22,600 | 0 | 0 | 0 | For |
| TIAA | 21,970 | 0 | 0 | 0 | For |
| Lincoln Financial | 11,100 | 0 | 0 | 0 | For |
| Invesco | 11,000 | 0 | 0 | 0 | For |
| Jackson National | 10,431 | 0 | 0 | 0 | For |
| Bridge Builder Trust | 8,621 | 0 | 0 | 0 | For |
| AIG/SunAmerica | 5,142 | 0 | 0 | 0 | For |
| Pacific Life | 4,644 | 0 | 0 | 0 | For |
Showing the 25 largest of 43 asset managers. See all 43 in the interactive database.
0% fund support · no official result
The 2 asset managers below cast 0% of the shares they voted on this item FOR (0 for, 97,570 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Foundry Partners, LLC | 0 | 97,570 | 0 | 0 | Against |
| Two Roads Shared Trust | 0 | 0 | 0 | 0 | One Year |
Ranked by the number of LUTHER BURBANK CORP. shares each manager voted on the most widely held ballot item of the 2023-2024 meeting, shown as a share of the 51,027,878 shares outstanding at the time of that meeting.
| # | Asset manager | % of shares outstanding |
|---|---|---|
| 1 | BlackRock | 2.22% |
| 2 | Dimensional | 1.77% |
| 3 | HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | 1.24% |
| 4 | Vanguard | 1.06% |
| 5 | BRIDGEWAY FUNDS INC | 0.51% |
| 6 | AMERICAN BEACON FUNDS | 0.45% |
| 7 | Renaissance | 0.41% |
| 8 | GEODE CAPITAL MANAGEMENT, LLC | 0.40% |
| 9 | Fidelity | 0.39% |
| 10 | HOTCHKIS & WILEY FUNDS /DE/ | 0.37% |
Positions disclosed to the SEC on Schedules 13D and 13G, Form 13F and the company’s own proxy statement (DEF 14A).
| Holder | % outstanding | Disclosure |
|---|---|---|
| John Francis Hamann, as trustee and in an individual retirement account | 27.99% | DEF14A |
| Theodore A. Hellman, solely as a trustee | 27.98% | DEF14A |
| Victor S. Trione | 21.61% | DEF14A |
| Barry A. Beal, Jr., solely as the manager of VHT Management LLC, the fiduciary advisor to | 20.58% | DEF14A |
| Madelyne Victoria Trione Trust | 20.58% | DEF14A |
| Victor Henry David Trione Trust | 20.58% | DEF14A |
| Mark H. Trione and Catherine L. Trione Trust | 8.27% | DEF14A |
| Simone Lagomarsino | 0.55% | DEF14A |
| Laura Tarantino | 0.21% | DEF14A |
| Thomas C. Wajnert | 0.15% | DEF14A |
Percentages above are of 51,027,878 shares outstanding, as reported by LUTHER BURBANK CORP. on its Form 10-Q dated 2023-07-31 (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 LUTHER BURBANK CORP.’s 10-Q dated 2023-07-31. This page is a static snapshot rebuilt weekly on 02 October 2026; a live search always shows the current data.
At LUTHER BURBANK CORP.'s shareholder meeting held 2023-10-24, in the 2023-2024 proxy season, 101 asset managers reported how they voted in their SEC Form N-PX filings, covering 1,477 separate fund positions. Their filings are grouped here into 12 reported items; because filers word the same ballot item differently, that can be more than the number of items on the ballot. LUTHER BURBANK CORP.'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 — ADVISORY VOTE ON THE FREQUENCY OF THE VOTE ON THE COMPENSATION OF NAMED EXECUTIVE OFFICERS. — the reporting funds cast 100% 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.
LUTHER BURBANK CORP. proxy season coverage: 2023-2024 (this page).