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MIDWESTONE FINANCIAL GROUP INC. 2023-2024 Proxy Voting Records

Compiled from SEC Form N-PX filings and MIDWESTONE FINANCIAL GROUP INC.’s Form 8-K, filed 2024-04-26 (Item 5.07 on EDGAR). Page generated 02 October 2026.

7Reported items
129Asset managers
1,431Fund votes
2024-04-25Meeting date

Proxy season: 2023-2024 2024-2025 2025-2026

Explore MIDWESTONE FINANCIAL GROUP INC. in the interactive database Compare manager voting policies

Official 2023-2024 meeting results reported by MIDWESTONE FINANCIAL GROUP INC.

These tallies are MIDWESTONE FINANCIAL GROUP INC.’s own, as disclosed to the U.S. Securities and Exchange Commission on Form 8-K, filed 2024-04-26 (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.

MIDWESTONE FINANCIAL GROUP INC. — official shareholder meeting results, meeting held 2024-04-25
Ballot item	For	Against	Abstain	Withheld	Broker non-votes	Outcome
Elect Director: Azeemuddin Ahmed	11,076,157	--	--	496,360	1,250,167	Majority: yes
Elect Director: Carl J. Chaney	11,366,056	--	--	206,461	1,250,167	Majority: yes
Elect Director: Ruth E. Heinonen	11,025,399	--	--	547,118	1,250,167	Majority: yes
Elect Director: Nathaniel J. Kaeding	11,193,788	--	--	378,729	1,250,167	Majority: yes
A non-binding, advisory basis, proposal to approve the voting frequency for future "say-on-pay" proposals.	12,731,173	84,896	6,615	--	--	Majority: yes

Source: MIDWESTONE FINANCIAL GROUP INC., Form 8-K, filed with the SEC on 2024-04-26 — read the filing on EDGAR.

How asset managers voted at the MIDWESTONE FINANCIAL GROUP INC. 2023-2024 meeting

Each item below shows how the 129 asset managers that disclosed a MIDWESTONE FINANCIAL 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 MIDWESTONE FINANCIAL 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.

1. TO APPROVE, ON A NON-BINDING, ADVISORY BASIS, THE COMPENSATION OF THE NAMED EXECUTIVE OFFICERS OF THE COMPANY.

SECTION 14A SAY-ON-PAY VOTES

Combines 4 wordings of this item as funds reported it.

98% fund support · no official result

FOR 98%

The 126 asset managers below cast 98% of the shares they voted on this item FOR (5,936,883 for, 93,879 against).

FOR: 5,936,883 (98.4%)AGAINST: 93,879 (1.6%)ABSTAIN: 1,597 (0.0%)UNKNOWN: 904 (0.0%)

Largest asset managers voting on “TO APPROVE, ON A NON-BINDING, ADVISORY BASIS, THE COMPENSATION OF THE NAMED EXECUTIVE OFFICERS OF THE COMPANY.” at MIDWESTONE FINANCIAL GROUP INC., 2023-2024
Asset manager	For	Against	Vote
BlackRock	1,162,696	0	For
John Hancock	672,007	0	For
Dimensional	653,687	0	For
Vanguard	612,898	0	For
GEODE CAPITAL MANAGEMENT, LLC	309,429	0	For
Fidelity	296,600	0	For
American Century	252,099	0	For
Thrivent	219,466	0	For
FJ Capital Management LLC	136,086	0	For
Wellington	105,214	0	For
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC	101,850	0	For
Prudential/PGIM	94,528	0	For
Invesco	93,780	0	For
LSV ASSET MANAGEMENT	92,422	0	For
Charles Schwab	77,028	0	For
SEI	67,178	0	For
STIFEL NICOLAUS & CO INC \MO\	66,840	0	For
State Street	64,723	0	For
Fourthstone LLC	62,325	0	For
BRIDGEWAY FUNDS INC	59,260	0	For
MELLON INVESTMENTS Corp	59,069	0	For
EA Series Trust	0	51,928	Against
First Trust	50,024	0	For
Northern Trust	36,021	145	For
Equitable	35,720	0	For

Showing the 25 largest of 126 asset managers. See all 126 in the interactive database.

2. TO APPROVE, ON A NON-BINDING, ADVISORY BASIS, THE FREQUENCY OF SHAREHOLDER VOTES TO APPROVE EXECUTIVE COMPENSATION.

SECTION 14A SAY-ON-PAY VOTESMajority of the votes cast: yes

Combines 4 wordings of this item as funds reported it.

99.3% Majority: yes · of votes cast

FOR 99.3%

FOR: 12,731,173AGAINST: 84,896

MIDWESTONE FINANCIAL GROUP INC.’s own tally for this item (“A non-binding, advisory basis, proposal to approve the voting frequency for future "say-on-pay" proposals.”): 12,731,173 for, 84,896 against, per its Form 8-K filed 2024-04-26 (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 15,750,471 outstanding shares: 81% for, 0.6% against (81% of the company cast a for/against vote).

The 125 asset managers below cast 100% of the shares they voted on this item FOR (78,650 for, 0 against).

ONE YEAR 73%1 YEAR 15%11%

FOR: 78,650 (1.3%)ONE YEAR: 4,392,429 (73.0%)1 YEAR: 877,437 (14.6%)THREE YEARS: 656,175 (10.9%)3 YEARS: 12,707 (0.2%)UNKNOWN: 904 (0.0%)1: 500 (0.0%)

Largest asset managers voting on “TO APPROVE, ON A NON-BINDING, ADVISORY BASIS, THE FREQUENCY OF SHAREHOLDER VOTES TO APPROVE EXECUTIVE COMPENSA” at MIDWESTONE FINANCIAL GROUP INC., 2023-2024
Asset manager	For	Vote
BlackRock	0	One Year
John Hancock	0	One Year
Dimensional	0	Three Years
Vanguard	0	One Year
GEODE CAPITAL MANAGEMENT, LLC	0	One Year
Fidelity	0	One Year
American Century	0	One Year
Thrivent	0	One Year
FJ Capital Management LLC	0	One Year
Wellington	0	1 Year
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC	0	One Year
Prudential/PGIM	0	1 Year
Invesco	0	One Year
LSV ASSET MANAGEMENT	0	1 Year
Charles Schwab	0	1 Year
SEI	0	1 Year
STIFEL NICOLAUS & CO INC \MO\	0	One Year
State Street	0	One Year
Fourthstone LLC	62,325	For
BRIDGEWAY FUNDS INC	0	One Year
MELLON INVESTMENTS Corp	0	One Year
EA Series Trust	0	1 Year
First Trust	0	One Year
Northern Trust	0	1 Year
Equitable	0	One Year

Showing the 25 largest of 125 asset managers. See all 125 in the interactive database.

3. TO RATIFY THE APPOINTMENT OF RSM US LLP TO SERVE AS THE COMPANY'S INDEPENDENT REGISTERED PUBLIC ACCOUNTING FIRM FOR THE FISCAL YEAR ENDING DECEMBER 31, 2024.

AUDIT-RELATED

Combines 4 wordings of this item as funds reported it.

98% fund support · no official result

FOR 98%

The 57 asset managers below cast 98% of the shares they voted on this item FOR (3,268,690 for, 51,928 against).

FOR: 3,268,690 (98.4%)AGAINST: 51,928 (1.6%)UNKNOWN: 904 (0.0%)

Largest asset managers voting on “TO RATIFY THE APPOINTMENT OF RSM US LLP TO SERVE AS THE COMPANY'S INDEPENDENT REGISTERED PUBLIC ACCOUNTING FIR” at MIDWESTONE FINANCIAL GROUP INC., 2023-2024
Asset manager	For	Against	Vote
BlackRock	648,653	0	For
Vanguard	590,422	0	For
Dimensional	563,533	0	For
John Hancock	317,161	0	For
Fidelity	295,024	0	For
American Century	125,724	0	For
Thrivent	107,025	0	For
BRIDGEWAY FUNDS INC	59,260	0	For
EA Series Trust	0	51,928	Against
First Trust	49,997	0	For
Invesco	44,451	0	For
Charles Schwab	38,514	0	For
Equitable	35,720	0	For
TIAA	33,846	0	For
Prudential/PGIM	33,433	0	For
SEI	33,349	0	For
HOTCHKIS & WILEY FUNDS /DE/	30,794	0	For
WisdomTree	29,350	0	For
QUANTITATIVE MASTER SERIES LLC	26,041	0	For
Principal	24,253	0	For
State Street	21,587	0	For
Columbia Threadneedle	16,100	0	For
Lincoln Financial	15,417	0	For
JPMorgan	14,808	0	For
Nationwide	14,338	0	For

Showing the 25 largest of 57 asset managers. See all 57 in the interactive database.

4. To elect the four individuals below to serve as Class II directors for a 3-year term expiring in 2027: Azeemuddin Ahmed

DIRECTOR ELECTIONSMajority of the votes cast: yes

Combines 4 wordings of this item as funds reported it.

96% Majority: yes · of votes cast

FOR 96%

FOR: 11,076,157WITHHELD: 496,360

MIDWESTONE FINANCIAL GROUP INC.’s own tally for this item (“Elect Director: Azeemuddin Ahmed”): 11,076,157 for, 496,360 withheld, per its Form 8-K filed 2024-04-26 (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 15,750,471 outstanding shares: 70% for, 3% withheld (73% of the company cast a for/withheld vote).

The 56 asset managers below cast 100% of the shares they voted on this item FOR (3,319,218 for, 0 against).

FOR 99.9%

FOR: 3,319,218 (100.0%)UNKNOWN: 904 (0.0%)

Largest asset managers voting on “To elect the four individuals below to serve as Class II directors for a 3-year term expiring in 2027: Azeemud” at MIDWESTONE FINANCIAL GROUP INC., 2023-2024
Asset manager	For	Vote
BlackRock	648,653	For
Vanguard	590,422	For
Dimensional	563,533	For
John Hancock	317,161	For
Fidelity	295,024	For
American Century	125,724	For
Thrivent	107,025	For
BRIDGEWAY FUNDS INC	59,260	For
EA Series Trust	51,928	For
First Trust	49,997	For
Invesco	44,451	For
Charles Schwab	38,514	For
Equitable	35,720	For
TIAA	33,846	For
Prudential/PGIM	33,433	For
SEI	33,349	For
HOTCHKIS & WILEY FUNDS /DE/	30,794	For
WisdomTree	29,350	For
QUANTITATIVE MASTER SERIES LLC	26,041	For
Principal	24,253	For
State Street	21,587	For
Columbia Threadneedle	16,100	For
Lincoln Financial	15,417	For
JPMorgan	14,808	For
Nationwide	14,338	For

Showing the 25 largest of 56 asset managers. See all 56 in the interactive database.

5. To elect the four individuals below to serve as Class II directors for a 3-year term expiring in 2027: Carl J. Chaney

DIRECTOR ELECTIONSMajority of the votes cast: yes

Combines 4 wordings of this item as funds reported it.

98% Majority: yes · of votes cast

FOR 98%

FOR: 11,366,056WITHHELD: 206,461

MIDWESTONE FINANCIAL GROUP INC.’s own tally for this item (“Elect Director: Carl J. Chaney”): 11,366,056 for, 206,461 withheld, per its Form 8-K filed 2024-04-26 (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 15,750,471 outstanding shares: 72% for, 1% withheld (73% of the company cast a for/withheld vote).

The 56 asset managers below cast 100% of the shares they voted on this item FOR (3,319,218 for, 0 against).

FOR 99.9%

FOR: 3,319,218 (100.0%)UNKNOWN: 904 (0.0%)

Largest asset managers voting on “To elect the four individuals below to serve as Class II directors for a 3-year term expiring in 2027: Carl J.” at MIDWESTONE FINANCIAL GROUP INC., 2023-2024
Asset manager	For	Vote
BlackRock	648,653	For
Vanguard	590,422	For
Dimensional	563,533	For
John Hancock	317,161	For
Fidelity	295,024	For
American Century	125,724	For
Thrivent	107,025	For
BRIDGEWAY FUNDS INC	59,260	For
EA Series Trust	51,928	For
First Trust	49,997	For
Invesco	44,451	For
Charles Schwab	38,514	For
Equitable	35,720	For
TIAA	33,846	For
Prudential/PGIM	33,433	For
SEI	33,349	For
HOTCHKIS & WILEY FUNDS /DE/	30,794	For
WisdomTree	29,350	For
QUANTITATIVE MASTER SERIES LLC	26,041	For
Principal	24,253	For
State Street	21,587	For
Columbia Threadneedle	16,100	For
Lincoln Financial	15,417	For
JPMorgan	14,808	For
Nationwide	14,338	For

Showing the 25 largest of 56 asset managers. See all 56 in the interactive database.

6. To elect the four individuals below to serve as Class II directors for a 3-year term expiring in 2027: Nathaniel J. Kaeding

DIRECTOR ELECTIONSMajority of the votes cast: yes

Combines 4 wordings of this item as funds reported it.

97% Majority: yes · of votes cast

FOR 97%

FOR: 11,193,788WITHHELD: 378,729

MIDWESTONE FINANCIAL GROUP INC.’s own tally for this item (“Elect Director: Nathaniel J. Kaeding”): 11,193,788 for, 378,729 withheld, per its Form 8-K filed 2024-04-26 (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 15,750,471 outstanding shares: 71% for, 2% withheld (73% of the company cast a for/withheld vote).

The 56 asset managers below cast 100% of the shares they voted on this item FOR (3,196,868 for, 0 against).

FOR 96%

FOR: 3,196,868 (96.3%)ABSTAIN: 122,350 (3.7%)UNKNOWN: 904 (0.0%)

Largest asset managers voting on “To elect the four individuals below to serve as Class II directors for a 3-year term expiring in 2027: Nathani” at MIDWESTONE FINANCIAL GROUP INC., 2023-2024
Asset manager	For	Abstain	Vote
BlackRock	648,653	0	For
Vanguard	590,422	0	For
Dimensional	563,533	0	For
John Hancock	317,161	0	For
Fidelity	295,024	0	For
American Century	125,724	0	For
Thrivent	107,025	0	For
BRIDGEWAY FUNDS INC	0	59,260	Abstain
EA Series Trust	0	51,928	Abstain
First Trust	49,997	0	For
Invesco	44,451	0	For
Charles Schwab	38,514	0	For
Equitable	35,720	0	For
TIAA	33,846	0	For
Prudential/PGIM	33,433	0	For
SEI	33,349	0	For
HOTCHKIS & WILEY FUNDS /DE/	30,794	0	For
WisdomTree	29,350	0	For
QUANTITATIVE MASTER SERIES LLC	26,041	0	For
Principal	24,253	0	For
State Street	21,586	1	For
Columbia Threadneedle	16,100	0	For
Lincoln Financial	15,417	0	For
JPMorgan	14,808	0	For
Nationwide	4,581	9,757	Abstain

Showing the 25 largest of 56 asset managers. See all 56 in the interactive database.

7. To elect the four individuals below to serve as Class II directors for a 3-year term expiring in 2027: Ruth E. Heinonen

DIRECTOR ELECTIONSMajority of the votes cast: yes

Combines 4 wordings of this item as funds reported it.

95% Majority: yes · of votes cast

FOR 95%

FOR: 11,025,399WITHHELD: 547,118

MIDWESTONE FINANCIAL GROUP INC.’s own tally for this item (“Elect Director: Ruth E. Heinonen”): 11,025,399 for, 547,118 withheld, per its Form 8-K filed 2024-04-26 (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 15,750,471 outstanding shares: 70% for, 3% withheld (73% of the company cast a for/withheld vote).

The 56 asset managers below cast 100% of the shares they voted on this item FOR (3,123,067 for, 0 against).

FOR 94%

FOR: 3,123,067 (94.1%)ABSTAIN: 196,151 (5.9%)UNKNOWN: 904 (0.0%)

Largest asset managers voting on “To elect the four individuals below to serve as Class II directors for a 3-year term expiring in 2027: Ruth E.” at MIDWESTONE FINANCIAL GROUP INC., 2023-2024
Asset manager	For	Abstain	Vote
BlackRock	648,653	0	For
Vanguard	590,422	0	For
Dimensional	563,533	0	For
John Hancock	317,161	0	For
Fidelity	295,024	0	For
American Century	125,724	0	For
Thrivent	107,025	0	For
BRIDGEWAY FUNDS INC	0	59,260	Abstain
EA Series Trust	0	51,928	Abstain
First Trust	49,997	0	For
Invesco	0	44,451	Abstain
Charles Schwab	38,514	0	For
Equitable	35,720	0	For
TIAA	33,846	0	For
Prudential/PGIM	33,433	0	For
SEI	33,349	0	For
HOTCHKIS & WILEY FUNDS /DE/	30,794	0	For
WisdomTree	0	29,350	Abstain
QUANTITATIVE MASTER SERIES LLC	26,041	0	For
Principal	24,253	0	For
State Street	21,586	1	For
Columbia Threadneedle	16,100	0	For
Lincoln Financial	15,417	0	For
JPMorgan	14,808	0	For
Nationwide	4,581	9,757	Abstain

Showing the 25 largest of 56 asset managers. See all 56 in the interactive database.

Largest MIDWESTONE FINANCIAL GROUP INC. shareholders voting in 2023-2024

Ranked by the number of MIDWESTONE FINANCIAL GROUP INC. shares each manager voted on the most widely held ballot item of the 2023-2024 meeting, shown as a share of the 15,750,471 shares outstanding at the time of that meeting.

Top MIDWESTONE FINANCIAL GROUP INC. shareholders by shares voted, 2023-2024
#	Asset manager	% of shares outstanding
1	BlackRock	7.38%
2	John Hancock	4.27%
3	Dimensional	4.15%
4	Vanguard	3.89%
5	GEODE CAPITAL MANAGEMENT, LLC	1.96%
6	Fidelity	1.88%
7	American Century	1.60%
8	Thrivent	1.39%
9	FJ Capital Management LLC	0.86%
10	Wellington	0.67%

Reported MIDWESTONE FINANCIAL GROUP INC. ownership

Positions disclosed to the SEC on Schedules 13D and 13G, Form 13F and the company’s own proxy statement (DEF 14A).

MIDWESTONE FINANCIAL GROUP INC. beneficial owners on record for the 2023-2024 proxy season
Holder	% outstanding	Disclosure
BlackRock, Inc.	8.34%	DEF14A
Vanguard Group	6.54%	13F
John S. Koza	5.22%	DEF14A
Dimensional Fund Advisors	4.33%	13F
Goldman Sachs	3.71%	13F
State Street	2.06%	13F
Geode Capital	1.97%	13F
Morgan Stanley	0.97%	13F
Wellington Management	0.94%	13F
JPMorgan Chase	0.90%	13F

Percentages above are of 15,750,471 shares outstanding, as reported by MIDWESTONE FINANCIAL GROUP INC. on its Form 10-K dated 2024-03-06 (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.

About this page

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 MIDWESTONE FINANCIAL GROUP INC.’s 10-K dated 2024-03-06. This page is a static snapshot rebuilt weekly on 02 October 2026; a live search always shows the current data.

At MIDWESTONE FINANCIAL GROUP INC.'s shareholder meeting held 2024-04-25, in the 2023-2024 proxy season, 129 asset managers reported how they voted in their SEC Form N-PX filings, covering 1,431 separate fund positions. Their filings are grouped here into 7 reported items; because filers word the same ballot item differently, that can be more than the number of items on the ballot. MIDWESTONE FINANCIAL 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 A NON-BINDING, ADVISORY BASIS, THE COMPENSATION OF THE NAMED EXECUTIVE OFFICERS… — the reporting funds cast 98% 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.

MIDWESTONE FINANCIAL GROUP INC. proxy season coverage: 2023-2024 (this page) · 2024-2025 · 2025-2026.