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Compiled from SEC Form N-PX filings and ORRSTOWN FINANCIAL SERVICES INC.’s Form 8-K, filed 2024-04-30 (Item 5.07 on EDGAR). Page generated 04 October 2026.
Explore ORRSTOWN FINANCIAL SERVICES INC. in the interactive database Compare manager voting policies
These tallies are ORRSTOWN FINANCIAL SERVICES INC.’s own, as disclosed to the U.S. Securities and Exchange Commission on Form 8-K, filed 2024-04-30 (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. ORRSTOWN FINANCIAL SERVICES INC. reported 2 meetings in this season; each is tabulated separately below, with its own filing.
| Ballot item | For | Against | Abstain | Withheld | Broker non-votes | Outcome |
|---|---|---|---|---|---|---|
| Elect Director: Thomas D. Longenecker | 7,006,149 | -- | -- | 184,242 | 1,002,919 | Majority: yes |
| Elect Director: Andrea L. Pugh | 6,478,801 | -- | -- | 711,590 | 1,002,919 | Majority: yes |
| Elect Director: Floyd E. Stoner | 6,964,961 | -- | -- | 225,430 | 1,002,919 | Majority: yes |
Source: ORRSTOWN FINANCIAL SERVICES INC., Form 8-K, filed with the SEC on 2024-04-30 — read the filing on EDGAR.
| Ballot item | For | Against | Abstain | Withheld | Broker non-votes | Outcome |
|---|---|---|---|---|---|---|
| Proposal 1: Approval of the ORRF Issuance Proposal * | 6,968,156 | 113,059 | 18,675 | -- | -- | Majority: yes |
Source: ORRSTOWN FINANCIAL SERVICES INC., Form 8-K, filed with the SEC on 2024-05-31 — read the filing on EDGAR.
Each item below shows how the 131 asset managers that disclosed a ORRSTOWN FINANCIAL SERVICES 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 ORRSTOWN FINANCIAL SERVICES 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.
Meeting held 2024-04-30.
Combines 9 wordings of this item as funds reported it.
72% fund support · no official result
The 127 asset managers below cast 72% of the shares they voted on this item FOR (3,549,612 for, 1,382,087 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Fidelity | 820,480 | 0 | 0 | 0 | For |
| BlackRock | 703,889 | 0 | 0 | 0 | For |
| Vanguard | 546,524 | 0 | 0 | 0 | For |
| Fourthstone LLC | 474,234 | 0 | 0 | 0 | For |
| Dimensional | 0 | 470,271 | 0 | 0 | Against |
| GEODE CAPITAL MANAGEMENT, LLC | 221,969 | 0 | 0 | 0 | For |
| American Century | 0 | 201,694 | 0 | 0 | Against |
| Renaissance | 151,103 | 0 | 0 | 0 | For |
| FRANKLIN MUTUAL ADVISERS LLC | 0 | 122,379 | 0 | 0 | Against |
| FRANKLIN VALUE INVESTORS TRUST | 0 | 122,379 | 0 | 0 | Against |
| SEI | 0 | 79,918 | 0 | 0 | Against |
| BANK OF AMERICA NA | 0 | 75,276 | 0 | 0 | Against |
| RBB FUND, INC. | 0 | 0 | 71,086 | 0 | Abstain |
| Pacific Ridge Capital Partners, LLC | 0 | 0 | 66,656 | 0 | Abstain |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | 0 | 60,458 | 0 | 0 | Against |
| Charles Schwab | 56,192 | 0 | 0 | 0 | For |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 44,629 | 0 | 0 | 0 | For |
| JPMorgan | 37,984 | 0 | 0 | 0 | For |
| MELLON INVESTMENTS Corp | 37,983 | 0 | 0 | 0 | For |
| Wellington | 0 | 37,769 | 0 | 0 | Against |
| Ensign Peak Advisors, Inc | 37,325 | 0 | 0 | 0 | For |
| Invesco | 36,011 | 0 | 0 | 0 | For |
| LSV ASSET MANAGEMENT | 0 | 33,862 | 0 | 0 | Against |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 0 | 31,600 | 0 | 0 | Against |
| BRIDGEWAY FUNDS INC | 0 | 31,600 | 0 | 0 | Against |
Showing the 25 largest of 127 asset managers. See all 127 in the interactive database.
Meeting held 2024-04-30.
Combines 3 wordings of this item as funds reported it.
90% Majority: yes · of votes cast
ORRSTOWN FINANCIAL SERVICES INC.’s own tally for this item (“Elect Director: Andrea L. Pugh”): 6,478,801 for, 711,590 withheld, per its Form 8-K filed 2024-04-30 (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 10,705,077 outstanding shares: 61% for, 7% withheld (67% of the company cast a for/withheld vote).
The 45 asset managers below cast 100% of the shares they voted on this item FOR (2,027,568 for, 0 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Vanguard | 537,903 | 0 | 0 | 0 | For |
| Dimensional | 420,412 | 0 | 0 | 0 | For |
| BlackRock | 417,876 | 0 | 0 | 0 | For |
| Fidelity | 364,501 | 0 | 0 | 0 | For |
| FRANKLIN VALUE INVESTORS TRUST | 0 | 0 | 122,379 | 0 | Abstain |
| American Century | 100,437 | 0 | 0 | 0 | For |
| SEI | 0 | 0 | 38,426 | 0 | Abstain |
| BRIDGEWAY FUNDS INC | 0 | 0 | 31,600 | 0 | Abstain |
| WisdomTree | 0 | 0 | 28,614 | 0 | Abstain |
| Charles Schwab | 28,096 | 0 | 0 | 0 | For |
| TIAA | 22,510 | 0 | 0 | 0 | For |
| EA Series Trust | 0 | 0 | 21,588 | 0 | Abstain |
| Equitable | 17,985 | 0 | 2,810 | 0 | For |
| JPMorgan | 19,840 | 0 | 0 | 0 | For |
| Nationwide | 3,147 | 0 | 16,026 | 0 | Abstain |
| QUANTITATIVE MASTER SERIES LLC | 18,376 | 0 | 0 | 0 | For |
| Invesco | 0 | 0 | 16,292 | 0 | Abstain |
| AIG/SunAmerica | 12,223 | 0 | 0 | 0 | For |
| RBC FUNDS TRUST | 10,200 | 0 | 0 | 0 | For |
| Lincoln Financial | 503 | 0 | 9,400 | 0 | Abstain |
| Brighthouse | 9,655 | 0 | 0 | 0 | For |
| Prudential/PGIM | 5,104 | 0 | 0 | 0 | For |
| Global X | 0 | 0 | 4,899 | 0 | Abstain |
| Pacific Life | 4,456 | 0 | 0 | 0 | For |
| Northern Trust | 4,363 | 0 | 0 | 0 | For |
Showing the 25 largest of 45 asset managers. See all 45 in the interactive database.
Meeting held 2024-04-30.
Combines 3 wordings of this item as funds reported it.
97% Majority: yes · of votes cast
ORRSTOWN FINANCIAL SERVICES INC.’s own tally for this item (“Elect Director: Floyd E. Stoner”): 6,964,961 for, 225,430 withheld, per its Form 8-K filed 2024-04-30 (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 10,705,077 outstanding shares: 65% for, 2% withheld (67% of the company cast a for/withheld vote).
The 45 asset managers below cast 100% of the shares they voted on this item FOR (2,318,279 for, 0 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Vanguard | 537,903 | 0 | 0 | 0 | For |
| Dimensional | 420,412 | 0 | 0 | 0 | For |
| BlackRock | 417,876 | 0 | 0 | 0 | For |
| Fidelity | 364,501 | 0 | 0 | 0 | For |
| FRANKLIN VALUE INVESTORS TRUST | 122,379 | 0 | 0 | 0 | For |
| American Century | 100,437 | 0 | 0 | 0 | For |
| SEI | 38,426 | 0 | 0 | 0 | For |
| BRIDGEWAY FUNDS INC | 31,600 | 0 | 0 | 0 | For |
| WisdomTree | 28,614 | 0 | 0 | 0 | For |
| Charles Schwab | 28,096 | 0 | 0 | 0 | For |
| TIAA | 22,510 | 0 | 0 | 0 | For |
| EA Series Trust | 21,588 | 0 | 0 | 0 | For |
| Equitable | 17,985 | 0 | 2,810 | 0 | For |
| JPMorgan | 19,840 | 0 | 0 | 0 | For |
| Nationwide | 19,173 | 0 | 0 | 0 | For |
| QUANTITATIVE MASTER SERIES LLC | 18,376 | 0 | 0 | 0 | For |
| Invesco | 16,292 | 0 | 0 | 0 | For |
| AIG/SunAmerica | 12,223 | 0 | 0 | 0 | For |
| RBC FUNDS TRUST | 10,200 | 0 | 0 | 0 | For |
| Lincoln Financial | 9,903 | 0 | 0 | 0 | For |
| Brighthouse | 9,655 | 0 | 0 | 0 | For |
| Prudential/PGIM | 5,104 | 0 | 0 | 0 | For |
| Global X | 4,899 | 0 | 0 | 0 | For |
| Pacific Life | 4,456 | 0 | 0 | 0 | For |
| Northern Trust | 4,363 | 0 | 0 | 0 | For |
Showing the 25 largest of 45 asset managers. See all 45 in the interactive database.
Meeting held 2024-04-30.
Combines 3 wordings of this item as funds reported it.
97% Majority: yes · of votes cast
ORRSTOWN FINANCIAL SERVICES INC.’s own tally for this item (“Elect Director: Thomas D. Longenecker”): 7,006,149 for, 184,242 withheld, per its Form 8-K filed 2024-04-30 (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 10,705,077 outstanding shares: 65% for, 2% withheld (67% of the company cast a for/withheld vote).
The 45 asset managers below cast 100% of the shares they voted on this item FOR (2,319,428 for, 0 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Vanguard | 537,903 | 0 | 0 | 0 | For |
| Dimensional | 420,412 | 0 | 0 | 0 | For |
| BlackRock | 417,876 | 0 | 0 | 0 | For |
| Fidelity | 364,501 | 0 | 0 | 0 | For |
| FRANKLIN VALUE INVESTORS TRUST | 122,379 | 0 | 0 | 0 | For |
| American Century | 100,437 | 0 | 0 | 0 | For |
| SEI | 38,426 | 0 | 0 | 0 | For |
| BRIDGEWAY FUNDS INC | 31,600 | 0 | 0 | 0 | For |
| WisdomTree | 28,614 | 0 | 0 | 0 | For |
| Charles Schwab | 28,096 | 0 | 0 | 0 | For |
| TIAA | 22,510 | 0 | 0 | 0 | For |
| EA Series Trust | 21,588 | 0 | 0 | 0 | For |
| Equitable | 17,985 | 0 | 2,810 | 0 | For |
| JPMorgan | 19,840 | 0 | 0 | 0 | For |
| Nationwide | 19,173 | 0 | 0 | 0 | For |
| QUANTITATIVE MASTER SERIES LLC | 18,376 | 0 | 0 | 0 | For |
| Invesco | 16,292 | 0 | 0 | 0 | For |
| AIG/SunAmerica | 12,223 | 0 | 0 | 0 | For |
| RBC FUNDS TRUST | 10,200 | 0 | 0 | 0 | For |
| Lincoln Financial | 9,903 | 0 | 0 | 0 | For |
| Brighthouse | 9,655 | 0 | 0 | 0 | For |
| Prudential/PGIM | 5,104 | 0 | 0 | 0 | For |
| Global X | 4,899 | 0 | 0 | 0 | For |
| Pacific Life | 4,456 | 0 | 0 | 0 | For |
| Northern Trust | 4,363 | 0 | 0 | 0 | For |
Showing the 25 largest of 45 asset managers. See all 45 in the interactive database.
Meeting held 2024-04-30.
Combines 3 wordings of this item as funds reported it.
99.0% fund support · no official result
The 45 asset managers below cast 99.0% of the shares they voted on this item FOR (2,300,650 for, 21,588 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Vanguard | 537,903 | 0 | 0 | 0 | For |
| Dimensional | 420,412 | 0 | 0 | 0 | For |
| BlackRock | 417,876 | 0 | 0 | 0 | For |
| Fidelity | 364,501 | 0 | 0 | 0 | For |
| FRANKLIN VALUE INVESTORS TRUST | 122,379 | 0 | 0 | 0 | For |
| American Century | 100,437 | 0 | 0 | 0 | For |
| SEI | 38,426 | 0 | 0 | 0 | For |
| BRIDGEWAY FUNDS INC | 31,600 | 0 | 0 | 0 | For |
| WisdomTree | 28,614 | 0 | 0 | 0 | For |
| Charles Schwab | 28,096 | 0 | 0 | 0 | For |
| TIAA | 22,510 | 0 | 0 | 0 | For |
| EA Series Trust | 0 | 21,588 | 0 | 0 | Against |
| Equitable | 20,795 | 0 | 0 | 0 | For |
| JPMorgan | 19,840 | 0 | 0 | 0 | For |
| Nationwide | 19,173 | 0 | 0 | 0 | For |
| QUANTITATIVE MASTER SERIES LLC | 18,376 | 0 | 0 | 0 | For |
| Invesco | 16,292 | 0 | 0 | 0 | For |
| AIG/SunAmerica | 12,223 | 0 | 0 | 0 | For |
| RBC FUNDS TRUST | 10,200 | 0 | 0 | 0 | For |
| Lincoln Financial | 9,903 | 0 | 0 | 0 | For |
| Brighthouse | 9,655 | 0 | 0 | 0 | For |
| Prudential/PGIM | 5,104 | 0 | 0 | 0 | For |
| Global X | 4,899 | 0 | 0 | 0 | For |
| Pacific Life | 4,456 | 0 | 0 | 0 | For |
| Northern Trust | 4,363 | 0 | 0 | 0 | For |
Showing the 25 largest of 45 asset managers. See all 45 in the interactive database.
Meeting held 2024-05-30.
90% fund support · no official result
The 33 asset managers below cast 90% of the shares they voted on this item FOR (1,928,544 for, 218,463 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Vanguard | 539,920 | 0 | 0 | 0 | For |
| Dimensional | 423,764 | 0 | 0 | 0 | For |
| BlackRock | 404,071 | 0 | 0 | 0 | For |
| Fidelity | 83,350 | 207,818 | 0 | 0 | Against |
| FRANKLIN VALUE INVESTORS TRUST | 122,379 | 0 | 0 | 0 | For |
| American Century | 114,826 | 0 | 0 | 0 | For |
| Invesco | 34,256 | 0 | 0 | 0 | For |
| BRIDGEWAY FUNDS INC | 31,600 | 0 | 0 | 0 | For |
| WisdomTree | 28,283 | 0 | 0 | 0 | For |
| TIAA | 22,510 | 0 | 0 | 0 | For |
| Equitable | 21,112 | 0 | 0 | 0 | For |
| Nationwide | 19,023 | 0 | 0 | 0 | For |
| QUANTITATIVE MASTER SERIES LLC | 18,376 | 0 | 0 | 0 | For |
| State Street | 18,199 | 0 | 0 | 0 | For |
| Lincoln Financial | 5,241 | 9,400 | 0 | 0 | Against |
| AIG/SunAmerica | 10,917 | 0 | 0 | 0 | For |
| Janus Detroit Street Trust | 5,734 | 0 | 0 | 0 | For |
| Prudential/PGIM | 4,371 | 0 | 0 | 0 | For |
| Northern Trust | 4,363 | 0 | 0 | 0 | For |
| Pacific Life | 4,343 | 0 | 0 | 0 | For |
| AQR | 2,105 | 0 | 0 | 0 | For |
| ProShares | 1,661 | 0 | 0 | 0 | For |
| DWS | 1,624 | 0 | 0 | 0 | For |
| Brighthouse | 1,382 | 0 | 0 | 0 | For |
| Victory Capital | 1,313 | 0 | 0 | 0 | For |
Showing the 25 largest of 33 asset managers. See all 33 in the interactive database.
Meeting held 2024-05-30.
98% Majority: yes · of votes cast
ORRSTOWN FINANCIAL SERVICES INC.’s own tally for this item (“Proposal 1: Approval of the ORRF Issuance Proposal *”): 6,968,156 for, 113,059 against, per its Form 8-K filed 2024-05-31 (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 10,705,077 outstanding shares: 65% for, 1% against (66% of the company cast a for/against vote).
The 33 asset managers below cast 100% of the shares they voted on this item FOR (2,147,007 for, 0 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Vanguard | 539,920 | 0 | 0 | 0 | For |
| Dimensional | 423,764 | 0 | 0 | 0 | For |
| BlackRock | 404,071 | 0 | 0 | 0 | For |
| Fidelity | 291,168 | 0 | 0 | 0 | For |
| FRANKLIN VALUE INVESTORS TRUST | 122,379 | 0 | 0 | 0 | For |
| American Century | 114,826 | 0 | 0 | 0 | For |
| Invesco | 34,256 | 0 | 0 | 0 | For |
| BRIDGEWAY FUNDS INC | 31,600 | 0 | 0 | 0 | For |
| WisdomTree | 28,283 | 0 | 0 | 0 | For |
| TIAA | 22,510 | 0 | 0 | 0 | For |
| Equitable | 21,112 | 0 | 0 | 0 | For |
| Nationwide | 19,023 | 0 | 0 | 0 | For |
| QUANTITATIVE MASTER SERIES LLC | 18,376 | 0 | 0 | 0 | For |
| State Street | 18,199 | 0 | 0 | 0 | For |
| Lincoln Financial | 14,641 | 0 | 0 | 0 | For |
| AIG/SunAmerica | 10,917 | 0 | 0 | 0 | For |
| Janus Detroit Street Trust | 5,734 | 0 | 0 | 0 | For |
| Prudential/PGIM | 4,371 | 0 | 0 | 0 | For |
| Northern Trust | 4,363 | 0 | 0 | 0 | For |
| Pacific Life | 4,343 | 0 | 0 | 0 | For |
| AQR | 2,105 | 0 | 0 | 0 | For |
| ProShares | 1,661 | 0 | 0 | 0 | For |
| DWS | 1,624 | 0 | 0 | 0 | For |
| Brighthouse | 1,382 | 0 | 0 | 0 | For |
| Victory Capital | 1,313 | 0 | 0 | 0 | For |
Showing the 25 largest of 33 asset managers. See all 33 in the interactive database.
Meeting held 2024-05-30.
Combines 3 wordings of this item as funds reported it.
85% fund support · no official result
The 15 asset managers below cast 85% of the shares they voted on this item FOR (126,675 for, 22,362 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| SEI | 40,906 | 0 | 0 | 0 | For |
| Charles Schwab | 28,096 | 0 | 0 | 0 | For |
| EA Series Trust | 0 | 22,362 | 0 | 0 | Against |
| JPMorgan | 19,313 | 0 | 0 | 0 | For |
| RBC FUNDS TRUST | 10,200 | 0 | 0 | 0 | For |
| Brighthouse | 5,435 | 0 | 0 | 0 | For |
| Global X | 4,899 | 0 | 0 | 0 | For |
| Bridge Builder Trust | 4,261 | 0 | 0 | 0 | For |
| John Hancock | 4,222 | 0 | 0 | 0 | For |
| Jackson National | 3,627 | 0 | 0 | 0 | For |
| NORTHERN LIGHTS FUND TRUST II | 3,518 | 0 | 0 | 0 | For |
| TRUST FOR PROFESSIONAL MANAGERS | 820 | 0 | 0 | 0 | For |
| GPS Funds I | 709 | 0 | 0 | 0 | For |
| Allianz | 638 | 0 | 0 | 0 | For |
| Advisors' Inner Circle Fund III | 31 | 0 | 0 | 0 | For |
Meeting held 2024-05-30.
Combines 3 wordings of this item as funds reported it.
98% Majority: yes · of votes cast
ORRSTOWN FINANCIAL SERVICES INC.’s own tally for this item (“Proposal 1: Approval of the ORRF Issuance Proposal *”): 6,968,156 for, 113,059 against, per its Form 8-K filed 2024-05-31 (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 10,705,077 outstanding shares: 65% for, 1% against (66% of the company cast a for/against vote).
The 15 asset managers below cast 100% of the shares they voted on this item FOR (149,037 for, 0 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| SEI | 40,906 | 0 | 0 | 0 | For |
| Charles Schwab | 28,096 | 0 | 0 | 0 | For |
| EA Series Trust | 22,362 | 0 | 0 | 0 | For |
| JPMorgan | 19,313 | 0 | 0 | 0 | For |
| RBC FUNDS TRUST | 10,200 | 0 | 0 | 0 | For |
| Brighthouse | 5,435 | 0 | 0 | 0 | For |
| Global X | 4,899 | 0 | 0 | 0 | For |
| Bridge Builder Trust | 4,261 | 0 | 0 | 0 | For |
| John Hancock | 4,222 | 0 | 0 | 0 | For |
| Jackson National | 3,627 | 0 | 0 | 0 | For |
| NORTHERN LIGHTS FUND TRUST II | 3,518 | 0 | 0 | 0 | For |
| TRUST FOR PROFESSIONAL MANAGERS | 820 | 0 | 0 | 0 | For |
| GPS Funds I | 709 | 0 | 0 | 0 | For |
| Allianz | 638 | 0 | 0 | 0 | For |
| Advisors' Inner Circle Fund III | 31 | 0 | 0 | 0 | For |
Meeting held 2024-04-30.
100% fund support · no official result
The 3 asset managers below cast 100% of the shares they voted on this item FOR (30,976 for, 0 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| JPMorgan | 30,567 | 0 | 0 | 0 | For |
| Select Asset Management & Trust | 300 | 0 | 0 | 0 | For |
| Convergence Investment Partners, LLC | 109 | 0 | 0 | 0 | For |
Ranked by the number of ORRSTOWN FINANCIAL SERVICES INC. shares each manager voted on the most widely held ballot item of the 2023-2024 meeting, shown as a share of the 10,705,077 shares outstanding at the time of that meeting.
| # | Asset manager | % of shares outstanding |
|---|---|---|
| 1 | Fidelity | 7.66% |
| 2 | BlackRock | 6.58% |
| 3 | Vanguard | 5.11% |
| 4 | Fourthstone LLC | 4.43% |
| 5 | Dimensional | 4.39% |
| 6 | GEODE CAPITAL MANAGEMENT, LLC | 2.07% |
| 7 | American Century | 1.88% |
| 8 | Renaissance | 1.41% |
| 9 | FRANKLIN MUTUAL ADVISERS LLC | 1.14% |
| 10 | FRANKLIN VALUE INVESTORS TRUST | 1.14% |
Positions disclosed to the SEC on Schedules 13D and 13G, Form 13F and the company’s own proxy statement (DEF 14A).
| Holder | % outstanding | Disclosure |
|---|---|---|
| BlackRock | 13.05% | 13F |
| Vanguard Group | 10.42% | 13F |
| Dimensional Fund Advisors | 4.60% | 13F |
| FMR (Fidelity) | 2.21% | 13F |
| State Street | 2.09% | 13F |
| Geode Capital | 2.08% | 13F |
| Renaissance Technologies | 1.47% | 13F |
| Morgan Stanley | 1.25% | 13F |
| Franklin Templeton | 1.19% | 13F |
| Goldman Sachs | 0.96% | 13F |
Percentages above are of 10,705,077 shares outstanding, as reported by ORRSTOWN FINANCIAL SERVICES INC. on its Form 10-K dated 2024-03-11 (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 ORRSTOWN FINANCIAL SERVICES INC.’s 10-K dated 2024-03-11. This page is a static snapshot rebuilt weekly on 04 October 2026; a live search always shows the current data.
At ORRSTOWN FINANCIAL SERVICES INC.'s 2 shareholder meetings in the 2023-2024 proxy season (held 2024-04-30 and 2024-05-30), 131 asset managers reported how they voted in their SEC Form N-PX filings, covering 1,027 separate fund positions. Their filings are grouped here into 10 reported items; because filers word the same ballot item differently, that can be more than the number of items on the ballot. ORRSTOWN FINANCIAL SERVICES 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 — Approve a non-binding advisory vote regarding the compensation paid to our Named Executive… — the reporting funds cast 72% 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.
ORRSTOWN FINANCIAL SERVICES INC. proxy season coverage: 2023-2024 (this page) · 2024-2025 · 2025-2026.