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PREFERRED BANK 2024-2025 Proxy Voting Records

Compiled from SEC Form N-PX filings. Page generated 02 October 2026.

  • 27Reported items
  • 271Asset managers
  • 4,195Fund votes
  • 2025-05-20Main meeting date

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

Explore PREFERRED BANK in the interactive database Compare manager voting policies

How asset managers voted at the PREFERRED BANK 2024-2025 meetings

Each item below shows how the 271 asset managers that disclosed a PREFERRED BANK 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 PREFERRED BANK’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. ADVISORY COMPENSATION VOTE. To approve, in a non-binding advisory vote, the compensation of our named executive officers ("Say on Pay").

SECTION 14A SAY-ON-PAY VOTES

Meeting held 2025-05-20; no official results are on file for this meeting.

Combines 3 wordings of this item as funds reported it.

93% fund support · no official result

FOR 93%

The 147 asset managers below cast 93% of the shares they voted on this item FOR (8,312,347 for, 604,305 against).

FOR: 8,312,347 (93.2%)AGAINST: 604,305 (6.8%)
Largest asset managers voting on “ADVISORY COMPENSATION VOTE. To approve, in a non-binding advisory vote, the compensation of our named executiv” at PREFERRED BANK, 2024-2025
Asset managerForAgainst AbstainWithheldVote
T. Rowe Price1,837,3830 00For
Vanguard896,6050 00For
State Street817,181206 00For
Nuveen620,2300 00For
Dimensional548,3480 00For
American Century0502,772 00Against
Boston Partners370,6110 00For
TIAA369,2150 00For
GEODE CAPITAL MANAGEMENT, LLC325,0850 00For
Fidelity310,3680 00For
Invesco195,9440 00For
KENNEDY CAPITAL MANAGEMENT LLC157,1900 00For
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC118,1000 00For
Stieven Capital Advisors, L.P.110,9210 00For
ProShares87,6700 00For
Goldman Sachs73,3930 00For
PRINCIPAL GLOBAL INVESTORS72,5370 00For
First Trust69,1650 00For
RBC Global Asset Management (U.S.)67,1070 00For
Prudential/PGIM55,9220 00For
PARAMETRIC PORTFOLIO ASSOCIATES LLC55,7900 00For
MELLON INVESTMENTS Corp54,1950 00For
Dana Investment Advisors, Inc.52,2110 00For
Columbia Threadneedle52,0160 00For
SEGALL BRYANT & HAMILL, LLC51,0550 00For

Showing the 25 largest of 147 asset managers. See all 147 in the interactive database.

2. FREQUENCY OF ADVISORY VOTE. To express preference, in a non-binding advisory vote, on the frequency of Say on Pay.

SECTION 14A SAY-ON-PAY VOTES

Meeting held 2025-05-20; no official results are on file for this meeting.

Combines 2 wordings of this item as funds reported it.

99.3% fund support · no official result

ONE YEAR 93%

The 147 asset managers below cast 99.3% of the shares they voted on this item FOR (23,071 for, 146 against).

FOR: 23,071 (0.3%)AGAINST: 146 (0.0%)ABSTAIN: 26,817 (0.3%)ONE YEAR: 8,291,171 (93.0%)THREE YEARS: 566,592 (6.4%)1 YEAR: 8,770 (0.1%)
Largest asset managers voting on “FREQUENCY OF ADVISORY VOTE. To express preference, in a non-binding advisory vote, on the frequency of Say on ” at PREFERRED BANK, 2024-2025
Asset managerForAgainst AbstainWithheldVote
T. Rowe Price00 00One Year
Vanguard00 00One Year
State Street00 00One Year
Nuveen00 00One Year
Dimensional00 00Three Years
American Century00 00One Year
Boston Partners00 00One Year
TIAA00 00One Year
GEODE CAPITAL MANAGEMENT, LLC00 00One Year
Fidelity00 00One Year
Invesco00 00One Year
KENNEDY CAPITAL MANAGEMENT LLC00 00One Year
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC00 00One Year
Stieven Capital Advisors, L.P.00 00One Year
ProShares00 00One Year
Goldman Sachs00 00One Year
PRINCIPAL GLOBAL INVESTORS00 00One Year
First Trust00 00One Year
RBC Global Asset Management (U.S.)00 00One Year
Prudential/PGIM00 00One Year
PARAMETRIC PORTFOLIO ASSOCIATES LLC00 00One Year
MELLON INVESTMENTS Corp00 00One Year
Dana Investment Advisors, Inc.00 00One Year
Columbia Threadneedle00 00One Year
SEGALL BRYANT & HAMILL, LLC00 00One Year

Showing the 25 largest of 147 asset managers. See all 147 in the interactive database.

3. ADVISORY COMPENSATION VOTE

SECTION 14A SAY-ON-PAY VOTES

Meeting held 2025-05-20; no official results are on file for this meeting.

99.0% fund support · no official result

FOR 99.0%

The 108 asset managers below cast 99.0% of the shares they voted on this item FOR (2,932,558 for, 27,592 against).

FOR: 2,932,558 (99.1%)AGAINST: 27,592 (0.9%)ABSTAIN: 0 (0.0%)
Largest asset managers voting on “ADVISORY COMPENSATION VOTE” at PREFERRED BANK, 2024-2025
Asset managerForAgainst AbstainWithheldVote
BlackRock1,167,5581,208 00For
Charles Schwab932,4560 00For
Northern Trust109,8810 00For
MALTESE CAPITAL MANAGEMENT LLC74,2450 00For
SEI64,0410 00For
Federated Hermes58,1510 00For
LSV ASSET MANAGEMENT52,8760 00For
JPMorgan52,8190 00For
World Funds Trust45,6020 00For
Robeco Institutional Asset Management B.V.28,3580 00For
EA Series Trust25,6050 00For
Jackson National25,3880 00For
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM023,924 00Against
RBC FUNDS TRUST21,0040 00For
Russell Investments18,6990 00For
NEW YORK STATE COMMON RETIREMENT FUND16,1220 00For
Mercer Funds15,6000 00For
John Hancock13,4760 00For
OPTIMUM FUND TRUST12,1000 00For
ADVISOR PARTNERS II, LLC11,7600 00For
QUANTITATIVE MASTER SERIES LLC11,7470 00For
ENVESTNET ASSET MANAGEMENT INC10,7440 00For
Prudential/PGIM10,6750 00For
Ensign Peak Advisors, Inc10,0430 00For
BALYASNY ASSET MANAGEMENT L.P.9,2030 00For

Showing the 25 largest of 108 asset managers. See all 108 in the interactive database.

4. FREQUENCY ON ADVISORY VOTE

SECTION 14A SAY-ON-PAY VOTES

Meeting held 2025-05-20; no official results are on file for this meeting.

99.1% fund support · no official result

1 YEAR 98%

The 105 asset managers below cast 99.1% of the shares they voted on this item FOR (9,108 for, 75 against).

FOR: 9,108 (0.3%)AGAINST: 75 (0.0%)ABSTAIN: 102 (0.0%)1 YEAR: 2,894,801 (97.9%)3 YEARS: 26,193 (0.9%)ONE YEAR: 24,140 (0.8%)3 YEAR: 2,601 (0.1%)THREE YEARS: 408 (0.0%)1-YEAR: 9 (0.0%)2 YEAR: 0 (0.0%)
Largest asset managers voting on “FREQUENCY ON ADVISORY VOTE” at PREFERRED BANK, 2024-2025
Asset managerForAgainst AbstainWithheldVote
BlackRock00 001 Year
Charles Schwab00 001 Year
Northern Trust00 001 Year
MALTESE CAPITAL MANAGEMENT LLC00 001 Year
SEI00 001 Year
Federated Hermes00 001 Year
LSV ASSET MANAGEMENT00 001 Year
JPMorgan00 001 Year
World Funds Trust00 001 Year
Robeco Institutional Asset Management B.V.00 001 Year
EA Series Trust00 001 Year
Jackson National00 001 Year
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM00 001 Year
RBC FUNDS TRUST00 001 Year
Russell Investments00 001 Year
NEW YORK STATE COMMON RETIREMENT FUND00 001 Year
Mercer Funds00 001 Year
John Hancock00 001 Year
OPTIMUM FUND TRUST00 00One Year
ADVISOR PARTNERS II, LLC00 001 Year
QUANTITATIVE MASTER SERIES LLC00 001 Year
ENVESTNET ASSET MANAGEMENT INC00 001 Year
Prudential/PGIM00 001 Year
Ensign Peak Advisors, Inc00 003 Years
BALYASNY ASSET MANAGEMENT L.P.00 001 Year

Showing the 25 largest of 105 asset managers. See all 105 in the interactive database.

5. ELECTION OF DIRECTORS. To elect eight individuals to serve as the Bank's Board of Directors until the 2025 annual meeting of shareholders and they or their successors are elected and qualified: Chih-Wei Wu

DIRECTOR ELECTIONS

Meeting held 2025-05-20; no official results are on file for this meeting.

Combines 3 wordings of this item as funds reported it.

100% fund support · no official result

FOR 91%9%

The 85 asset managers below cast 100% of the shares they voted on this item FOR (5,433,975 for, 0 against).

FOR: 5,433,975 (90.7%)ABSTAIN: 559,747 (9.3%)
Largest asset managers voting on “ELECTION OF DIRECTORS. To elect eight individuals to serve as the Bank's Board of Directors until the 2025 ann” at PREFERRED BANK, 2024-2025
Asset managerForAgainst AbstainWithheldVote
BlackRock1,023,9870 00For
Vanguard864,4590 5400For
T. Rowe Price680,6150 00For
Dimensional486,1940 00For
Charles Schwab457,4320 00For
TIAA00 369,2150Abstain
Fidelity293,9080 00For
State Street290,0270 140For
American Century245,7100 00For
Nuveen00 114,8370Abstain
ProShares87,6700 00For
Invesco80,2530 00For
Prudential/PGIM59,8200 00For
First Trust56,6970 00For
Columbia Threadneedle52,0160 00For
JPMorgan50,9190 00For
WisdomTree47,7030 00For
World Funds Trust45,6020 00For
Northwestern Mutual44,4360 00For
HOTCHKIS & WILEY FUNDS /DE/36,8000 00For
Principal34,6130 00For
Equitable18,7570 13,4000For
Northern Trust31,5830 00For
Goldman Sachs21,2880 9,5090For
Federated Hermes00 28,0710Abstain

Showing the 25 largest of 85 asset managers. See all 85 in the interactive database.

6. ELECTION OF DIRECTORS. To elect eight individuals to serve as the Bank's Board of Directors until the 2025 annual meeting of shareholders and they or their successors are elected and qualified: Clark Hsu

DIRECTOR ELECTIONS

Meeting held 2025-05-20; no official results are on file for this meeting.

Combines 3 wordings of this item as funds reported it.

100% fund support · no official result

FOR 87%13%

The 85 asset managers below cast 100% of the shares they voted on this item FOR (5,200,592 for, 0 against).

FOR: 5,200,592 (86.8%)ABSTAIN: 793,130 (13.2%)
Largest asset managers voting on “ELECTION OF DIRECTORS. To elect eight individuals to serve as the Bank's Board of Directors until the 2025 ann” at PREFERRED BANK, 2024-2025
Asset managerForAgainst AbstainWithheldVote
BlackRock1,023,9870 00For
Vanguard864,4580 5410For
T. Rowe Price680,6150 00For
Dimensional486,1940 00For
Charles Schwab457,4320 00For
TIAA00 369,2150Abstain
Fidelity293,9080 00For
State Street290,0270 140For
American Century245,7100 00For
Nuveen00 114,8370Abstain
ProShares87,6700 00For
Invesco80,2530 00For
Prudential/PGIM59,8200 00For
First Trust56,6970 00For
Columbia Threadneedle00 52,0160Abstain
JPMorgan50,9190 00For
WisdomTree00 47,7030Abstain
World Funds Trust45,6020 00For
Northwestern Mutual44,4360 00For
HOTCHKIS & WILEY FUNDS /DE/36,8000 00For
Principal34,6130 00For
Equitable18,7570 13,4000For
Northern Trust31,5830 00For
Goldman Sachs21,2880 9,5090For
Federated Hermes00 28,0710Abstain

Showing the 25 largest of 85 asset managers. See all 85 in the interactive database.

7. ELECTION OF DIRECTORS. To elect eight individuals to serve as the Bank's Board of Directors until the 2025 annual meeting of shareholders and they or their successors are elected and qualified: Gary S. Nunnelly

DIRECTOR ELECTIONS

Meeting held 2025-05-20; no official results are on file for this meeting.

Combines 3 wordings of this item as funds reported it.

100% fund support · no official result

FOR 72%ABSTAIN 28%

The 85 asset managers below cast 100% of the shares they voted on this item FOR (4,299,555 for, 0 against).

FOR: 4,299,555 (71.7%)ABSTAIN: 1,694,167 (28.3%)
Largest asset managers voting on “ELECTION OF DIRECTORS. To elect eight individuals to serve as the Bank's Board of Directors until the 2025 ann” at PREFERRED BANK, 2024-2025
Asset managerForAgainst AbstainWithheldVote
BlackRock00 1,023,9870Abstain
Vanguard864,4590 5400For
T. Rowe Price680,6150 00For
Dimensional486,1940 00For
Charles Schwab457,4320 00For
TIAA00 369,2150Abstain
Fidelity291,8370 2,0710For
State Street290,0270 140For
American Century245,7100 00For
Nuveen00 114,8370Abstain
ProShares87,6700 00For
Invesco80,2530 00For
Prudential/PGIM59,8200 00For
First Trust56,6970 00For
Columbia Threadneedle00 52,0160Abstain
JPMorgan46,4010 4,5180For
WisdomTree47,7030 00For
World Funds Trust45,6020 00For
Northwestern Mutual44,4360 00For
HOTCHKIS & WILEY FUNDS /DE/36,8000 00For
Principal34,6130 00For
Equitable00 32,1570Abstain
Northern Trust31,5830 00For
Goldman Sachs21,2880 9,5090For
Federated Hermes00 28,0710Abstain

Showing the 25 largest of 85 asset managers. See all 85 in the interactive database.

8. ELECTION OF DIRECTORS. To elect eight individuals to serve as the Bank's Board of Directors until the 2025 annual meeting of shareholders and they or their successors are elected and qualified: J. Richard Belliston

DIRECTOR ELECTIONS

Meeting held 2025-05-20; no official results are on file for this meeting.

Combines 3 wordings of this item as funds reported it.

100% fund support · no official result

FOR 99.7%

The 85 asset managers below cast 100% of the shares they voted on this item FOR (5,979,372 for, 0 against).

FOR: 5,979,372 (99.8%)ABSTAIN: 14,350 (0.2%)
Largest asset managers voting on “ELECTION OF DIRECTORS. To elect eight individuals to serve as the Bank's Board of Directors until the 2025 ann” at PREFERRED BANK, 2024-2025
Asset managerForAgainst AbstainWithheldVote
BlackRock1,023,9870 00For
Vanguard864,9990 00For
T. Rowe Price680,6150 00For
Dimensional486,1940 00For
Charles Schwab457,4320 00For
TIAA369,2150 00For
Fidelity293,9080 00For
State Street290,0270 140For
American Century245,7100 00For
Nuveen114,8370 00For
ProShares87,6700 00For
Invesco80,2530 00For
Prudential/PGIM59,8200 00For
First Trust56,6970 00For
Columbia Threadneedle52,0160 00For
JPMorgan46,4010 4,5180For
WisdomTree47,7030 00For
World Funds Trust45,6020 00For
Northwestern Mutual44,4360 00For
HOTCHKIS & WILEY FUNDS /DE/36,8000 00For
Principal34,6130 00For
Equitable32,1570 00For
Northern Trust31,5830 00For
Goldman Sachs30,7970 00For
Federated Hermes28,0710 00For

Showing the 25 largest of 85 asset managers. See all 85 in the interactive database.

9. ELECTION OF DIRECTORS. To elect eight individuals to serve as the Bank's Board of Directors until the 2025 annual meeting of shareholders and they or their successors are elected and qualified: Kathleen Shane

DIRECTOR ELECTIONS

Meeting held 2025-05-20; no official results are on file for this meeting.

Combines 3 wordings of this item as funds reported it.

100% fund support · no official result

FOR 99.9%

The 85 asset managers below cast 100% of the shares they voted on this item FOR (5,993,722 for, 0 against).

FOR: 5,993,722 (100.0%)ABSTAIN: 0 (0.0%)
Largest asset managers voting on “ELECTION OF DIRECTORS. To elect eight individuals to serve as the Bank's Board of Directors until the 2025 ann” at PREFERRED BANK, 2024-2025
Asset managerForAgainst AbstainWithheldVote
BlackRock1,023,9870 00For
Vanguard864,9990 00For
T. Rowe Price680,6150 00For
Dimensional486,1940 00For
Charles Schwab457,4320 00For
TIAA369,2150 00For
Fidelity293,9080 00For
State Street290,0410 00For
American Century245,7100 00For
Nuveen114,8370 00For
ProShares87,6700 00For
Invesco80,2530 00For
Prudential/PGIM59,8200 00For
First Trust56,6970 00For
Columbia Threadneedle52,0160 00For
JPMorgan50,9190 00For
WisdomTree47,7030 00For
World Funds Trust45,6020 00For
Northwestern Mutual44,4360 00For
HOTCHKIS & WILEY FUNDS /DE/36,8000 00For
Principal34,6130 00For
Equitable32,1570 00For
Northern Trust31,5830 00For
Goldman Sachs30,7970 00For
Federated Hermes28,0710 00For

Showing the 25 largest of 85 asset managers. See all 85 in the interactive database.

10. ELECTION OF DIRECTORS. To elect eight individuals to serve as the Bank's Board of Directors until the 2025 annual meeting of shareholders and they or their successors are elected and qualified: William C. Y. Cheng

DIRECTOR ELECTIONS

Meeting held 2025-05-20; no official results are on file for this meeting.

Combines 3 wordings of this item as funds reported it.

100% fund support · no official result

FOR 99%

The 85 asset managers below cast 100% of the shares they voted on this item FOR (5,931,926 for, 0 against).

FOR: 5,931,926 (99.0%)ABSTAIN: 61,796 (1.0%)
Largest asset managers voting on “ELECTION OF DIRECTORS. To elect eight individuals to serve as the Bank's Board of Directors until the 2025 ann” at PREFERRED BANK, 2024-2025
Asset managerForAgainst AbstainWithheldVote
BlackRock1,023,9870 00For
Vanguard864,9980 10For
T. Rowe Price680,6150 00For
Dimensional486,1940 00For
Charles Schwab457,4320 00For
TIAA369,2150 00For
Fidelity293,9080 00For
State Street290,0270 140For
American Century245,7100 00For
Nuveen114,8370 00For
ProShares87,6700 00For
Invesco80,2530 00For
Prudential/PGIM59,8200 00For
First Trust56,6970 00For
Columbia Threadneedle00 52,0160Abstain
JPMorgan50,9190 00For
WisdomTree47,7030 00For
World Funds Trust45,6020 00For
Northwestern Mutual44,4360 00For
HOTCHKIS & WILEY FUNDS /DE/36,8000 00For
Principal34,6130 00For
Equitable32,1570 00For
Northern Trust31,5830 00For
Goldman Sachs30,7970 00For
Federated Hermes28,0710 00For

Showing the 25 largest of 85 asset managers. See all 85 in the interactive database.

11. RATIFICATION OF APPOINTMENT OF INDEPENDENT REGISTERED PUBLIC ACCOUNTANTS. To ratify the appointment of Crowe LLP as our independent registered public accountants for the year ending December 31, 2025.

AUDIT-RELATED

Meeting held 2025-05-20; no official results are on file for this meeting.

Combines 2 wordings of this item as funds reported it.

99.8% fund support · no official result

FOR 99.8%

The 84 asset managers below cast 99.8% of the shares they voted on this item FOR (5,967,337 for, 9,369 against).

FOR: 5,967,337 (99.8%)AGAINST: 9,369 (0.2%)ABSTAIN: 0 (0.0%)
Largest asset managers voting on “RATIFICATION OF APPOINTMENT OF INDEPENDENT REGISTERED PUBLIC ACCOUNTANTS. To ratify the appointment of Crowe L” at PREFERRED BANK, 2024-2025
Asset managerForAgainst AbstainWithheldVote
BlackRock1,023,9870 00For
Vanguard864,9990 00For
T. Rowe Price680,6150 00For
Dimensional486,1940 00For
Charles Schwab457,4320 00For
TIAA369,2150 00For
Fidelity293,9080 00For
State Street290,02714 00For
American Century245,7100 00For
Nuveen114,8370 00For
ProShares87,6700 00For
Invesco80,2530 00For
Prudential/PGIM59,8200 00For
First Trust56,6970 00For
Columbia Threadneedle52,0160 00For
JPMorgan46,4014,518 00For
WisdomTree47,7030 00For
World Funds Trust45,6020 00For
Northwestern Mutual44,4360 00For
HOTCHKIS & WILEY FUNDS /DE/36,8000 00For
Principal34,6130 00For
Equitable32,1570 00For
Northern Trust31,5830 00For
Goldman Sachs30,7970 00For
Federated Hermes28,0710 00For

Showing the 25 largest of 84 asset managers. See all 84 in the interactive database.

12. APPROVAL OF THE 2024 EQUITY INCENTIVE PLAN. To approve Preferred Bank's 2024 Equity Incentive Plan (the "Proposal").

COMPENSATION

Meeting held 2024-10-22; no official results are on file for this meeting.

Combines 2 wordings of this item as funds reported it.

97% fund support · no official result

FOR 97%

The 63 asset managers below cast 97% of the shares they voted on this item FOR (4,088,726 for, 119,875 against).

FOR: 4,088,726 (97.2%)AGAINST: 119,875 (2.8%)
Largest asset managers voting on “APPROVAL OF THE 2024 EQUITY INCENTIVE PLAN. To approve Preferred Bank's 2024 Equity Incentive Plan (the "Propo” at PREFERRED BANK, 2024-2025
Asset managerForAgainst AbstainWithheldVote
Vanguard860,3000 00For
T. Rowe Price685,8630 00For
Dimensional580,0030 00For
State Street310,79329 00For
TIAA304,2720 00For
Fidelity270,2770 00For
Nuveen136,1370 00For
American Century0108,842 00Against
OBERWEIS FUNDS95,0000 00For
ProShares90,5990 00For
Goldman Sachs84,9770 00For
First Trust72,6780 00For
Columbia Threadneedle55,2030 00For
WisdomTree52,6310 00For
Northwestern Mutual46,9690 00For
Northern Trust35,2920 00For
Principal33,2330 00For
HOTCHKIS & WILEY FUNDS /DE/32,7000 00For
Equitable32,5910 00For
AMERICAN BEACON FUNDS27,1140 00For
Lincoln Financial22,2610 00For
Royce21,7680 00For
BRIDGEWAY FUNDS INC20,8330 00For
Victory Capital20,1690 00For
Direxion Shares ETF Trust19,2150 00For

Showing the 25 largest of 63 asset managers. See all 63 in the interactive database.

13. AUTHORIZATION OF SHARE REPURCHASE AUTHORITY. To approve the general authority of the Board of Directors to authorize and implement share repurchase programs, including, without limitation, the Fourth Repurchase Program described herein pursuant to which the Bank may, from time to time, purchase shares of its common stock for an aggregate purchase price not to exceed $125 million.

CAPITAL STRUCTURE

Meeting held 2025-05-20; no official results are on file for this meeting.

100% fund support · no official result

FOR 100%

The 56 asset managers below cast 100% of the shares they voted on this item FOR (4,166,459 for, 0 against).

FOR: 4,166,459 (100.0%)
Largest asset managers voting on “AUTHORIZATION OF SHARE REPURCHASE AUTHORITY. To approve the general authority of the Board of Directors to aut” at PREFERRED BANK, 2024-2025
Asset managerForAgainst AbstainWithheldVote
Vanguard863,0540 00For
T. Rowe Price680,6150 00For
Dimensional486,1940 00For
TIAA369,2150 00For
Fidelity293,9080 00For
State Street290,0410 00For
American Century245,7100 00For
Nuveen114,8370 00For
ProShares87,6700 00For
Invesco80,2530 00For
First Trust56,6970 00For
Prudential/PGIM55,9220 00For
Columbia Threadneedle52,0160 00For
WisdomTree47,7030 00For
Northwestern Mutual44,4360 00For
HOTCHKIS & WILEY FUNDS /DE/36,8000 00For
Principal34,6130 00For
Equitable32,1570 00For
Northern Trust31,5830 00For
Goldman Sachs30,7970 00For
Royce23,5910 00For
AMERICAN BEACON FUNDS23,3100 00For
Lincoln Financial22,1100 00For
AIG/SunAmerica16,3070 00For
BRIDGEWAY FUNDS INC13,3330 00For

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

14. ELECTION OF DIRECTORS. To elect eight individuals to serve as the Bank's Board of Directors until the 2025 annual meeting of shareholders and they or their successors are elected and qualified: Li Yu

DIRECTOR ELECTIONS

Meeting held 2025-05-20; no official results are on file for this meeting.

100% fund support · no official result

FOR 99.9%

The 56 asset managers below cast 100% of the shares they voted on this item FOR (4,166,445 for, 0 against).

FOR: 4,166,445 (100.0%)ABSTAIN: 14 (0.0%)
Largest asset managers voting on “ELECTION OF DIRECTORS. To elect eight individuals to serve as the Bank's Board of Directors until the 2025 ann” at PREFERRED BANK, 2024-2025
Asset managerForAgainst AbstainWithheldVote
Vanguard863,0540 00For
T. Rowe Price680,6150 00For
Dimensional486,1940 00For
TIAA369,2150 00For
Fidelity293,9080 00For
State Street290,0270 140For
American Century245,7100 00For
Nuveen114,8370 00For
ProShares87,6700 00For
Invesco80,2530 00For
First Trust56,6970 00For
Prudential/PGIM55,9220 00For
Columbia Threadneedle52,0160 00For
WisdomTree47,7030 00For
Northwestern Mutual44,4360 00For
HOTCHKIS & WILEY FUNDS /DE/36,8000 00For
Principal34,6130 00For
Equitable32,1570 00For
Northern Trust31,5830 00For
Goldman Sachs30,7970 00For
Royce23,5910 00For
AMERICAN BEACON FUNDS23,3100 00For
Lincoln Financial22,1100 00For
AIG/SunAmerica16,3070 00For
BRIDGEWAY FUNDS INC13,3330 00For

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

15. ELECTION OF DIRECTORS. To elect eight individuals to serve as the Bank's Board of Directors until the 2025 annual meeting of shareholders and they or their successors are elected and qualified: Wayne Wu

DIRECTOR ELECTIONS

Meeting held 2025-05-20; no official results are on file for this meeting.

100% fund support · no official result

FOR 99.9%

The 56 asset managers below cast 100% of the shares they voted on this item FOR (4,166,445 for, 0 against).

FOR: 4,166,445 (100.0%)ABSTAIN: 14 (0.0%)
Largest asset managers voting on “ELECTION OF DIRECTORS. To elect eight individuals to serve as the Bank's Board of Directors until the 2025 ann” at PREFERRED BANK, 2024-2025
Asset managerForAgainst AbstainWithheldVote
Vanguard863,0540 00For
T. Rowe Price680,6150 00For
Dimensional486,1940 00For
TIAA369,2150 00For
Fidelity293,9080 00For
State Street290,0270 140For
American Century245,7100 00For
Nuveen114,8370 00For
ProShares87,6700 00For
Invesco80,2530 00For
First Trust56,6970 00For
Prudential/PGIM55,9220 00For
Columbia Threadneedle52,0160 00For
WisdomTree47,7030 00For
Northwestern Mutual44,4360 00For
HOTCHKIS & WILEY FUNDS /DE/36,8000 00For
Principal34,6130 00For
Equitable32,1570 00For
Northern Trust31,5830 00For
Goldman Sachs30,7970 00For
Royce23,5910 00For
AMERICAN BEACON FUNDS23,3100 00For
Lincoln Financial22,1100 00For
AIG/SunAmerica16,3070 00For
BRIDGEWAY FUNDS INC13,3330 00For

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

16. APPROVAL OF $125 MILLION STOCK REPURCHASE PLAN

CAPITAL STRUCTURE

Meeting held 2025-05-20; no official results are on file for this meeting.

99.9% fund support · no official result

FOR 99.9%

The 33 asset managers below cast 99.9% of the shares they voted on this item FOR (1,810,534 for, 0 against).

FOR: 1,810,534 (100.0%)AGAINST: 0 (0.0%)ABSTAIN: 0 (0.0%)
Largest asset managers voting on “APPROVAL OF $125 MILLION STOCK REPURCHASE PLAN” at PREFERRED BANK, 2024-2025
Asset managerForAgainst AbstainWithheldVote
BlackRock1,023,9870 00For
Charles Schwab457,4320 00For
JPMorgan50,9190 00For
World Funds Trust45,6020 00For
Federated Hermes28,0710 00For
EA Series Trust25,6050 00For
Jackson National25,3880 00For
SEI24,8320 00For
RBC FUNDS TRUST21,0040 00For
Mercer Funds15,6000 00For
John Hancock13,4760 00For
OPTIMUM FUND TRUST12,1000 00For
QUANTITATIVE MASTER SERIES LLC11,7470 00For
SEI Exchange Traded Funds8,5820 00For
Global X7,2660 00For
Russell Investments6,3550 00For
Allianz4,6870 00For
Series Portfolios Trust4,6130 00For
STERLING CAPITAL FUNDS4,4320 00For
Prudential/PGIM3,8980 00For
Bridge Builder Trust3,3180 00For
WILSHIRE MUTUAL FUNDS INC2,0590 00For
Vanguard1,9450 00For
TARGET PORTFOLIO TRUST1,9000 00For
NORTHERN LIGHTS FUND TRUST II1,6060 00For

Showing the 25 largest of 33 asset managers. See all 33 in the interactive database.

17. APPROVAL OF THE PREFERRED BANK 2024 EQUITY INCENTIVE PLAN.

COMPENSATION

Meeting held 2024-10-22; no official results are on file for this meeting.

98% fund support · no official result

FOR 98%

The 33 asset managers below cast 98% of the shares they voted on this item FOR (1,820,771 for, 33,502 against).

FOR: 1,820,771 (97.6%)AGAINST: 33,502 (1.8%)ABSTAIN: 10,473 (0.6%)
Largest asset managers voting on “APPROVAL OF THE PREFERRED BANK 2024 EQUITY INCENTIVE PLAN.” at PREFERRED BANK, 2024-2025
Asset managerForAgainst AbstainWithheldVote
BlackRock1,053,1480 00For
Charles Schwab403,8150 00For
World Funds Trust68,6020 00For
JPMorgan48,2350 00For
EA Series Trust45,5850 00For
RBC FUNDS TRUST032,804 00Against
Jackson National29,4360 00For
Federated Hermes28,1770 00For
SEI27,7860 00For
ADVISORS' INNER CIRCLE FUND18,2000 00For
Mercer Funds15,6000 00For
John Hancock14,5080 00For
OPTIMUM FUND TRUST12,1000 00For
QUANTITATIVE MASTER SERIES LLC12,0470 00For
Northern Lights Fund Trust IV00 10,4730Abstain
Russell Investments8,2080 00For
Global X7,0030 00For
Allianz5,6650 00For
STERLING CAPITAL FUNDS4,8220 00For
ETF Series Solutions4,1880 00For
Managed Portfolio Series3,4600 00For
Bridge Builder Trust3,4180 00For
WILSHIRE MUTUAL FUNDS INC2,0390 00For
NORTHERN LIGHTS FUND TRUST II1,6060 00For
RBB FUND, INC.1,3140 00For

Showing the 25 largest of 33 asset managers. See all 33 in the interactive database.

18. ELECTION OF DIRECTOR: LI YU

DIRECTOR ELECTIONS

Meeting held 2025-05-20; no official results are on file for this meeting.

100% fund support · no official result

FOR 98%

The 21 asset managers below cast 100% of the shares they voted on this item FOR (1,229,455 for, 0 against).

FOR: 1,229,455 (98.0%)ABSTAIN: 25,575 (2.0%)
Largest asset managers voting on “ELECTION OF DIRECTOR: LI YU” at PREFERRED BANK, 2024-2025
Asset managerForAgainst AbstainWithheldVote
BlackRock1,023,9870 00For
JPMorgan46,4010 4,5180For
World Funds Trust45,6020 00For
EA Series Trust25,6050 00For
Jackson National25,3880 00For
RBC FUNDS TRUST00 21,0040Abstain
Empower17,0160 00For
John Hancock13,4760 00For
QUANTITATIVE MASTER SERIES LLC11,7470 00For
Allianz4,6870 00For
Series Portfolios Trust4,6130 00For
Bridge Builder Trust3,3180 00For
WILSHIRE MUTUAL FUNDS INC2,0590 00For
NORTHERN LIGHTS FUND TRUST II1,6060 00For
RBB FUND, INC.1,2750 00For
Vanguard9990 10For
TRUST FOR PROFESSIONAL MANAGERS7780 00For
GPS Funds I5510 00For
CITY NATIONAL ROCHDALE FUNDS2450 00For
Harbor ETF Trust1020 00For
Advisors' Inner Circle Fund III00 520Abstain

19. ELECTION OF DIRECTOR: WAYNE WU

DIRECTOR ELECTIONS

Meeting held 2025-05-20; no official results are on file for this meeting.

100% fund support · no official result

FOR 99.9%

The 21 asset managers below cast 100% of the shares they voted on this item FOR (1,255,029 for, 0 against).

FOR: 1,255,029 (100.0%)ABSTAIN: 0 (0.0%)
Largest asset managers voting on “ELECTION OF DIRECTOR: WAYNE WU” at PREFERRED BANK, 2024-2025
Asset managerForAgainst AbstainWithheldVote
BlackRock1,023,9870 00For
JPMorgan50,9190 00For
World Funds Trust45,6020 00For
EA Series Trust25,6050 00For
Jackson National25,3880 00For
RBC FUNDS TRUST21,0040 00For
Empower17,0160 00For
John Hancock13,4760 00For
QUANTITATIVE MASTER SERIES LLC11,7470 00For
Allianz4,6870 00For
Series Portfolios Trust4,6130 00For
Bridge Builder Trust3,3180 00For
WILSHIRE MUTUAL FUNDS INC2,0590 00For
NORTHERN LIGHTS FUND TRUST II1,6060 00For
RBB FUND, INC.1,2750 00For
Vanguard9990 00For
TRUST FOR PROFESSIONAL MANAGERS7780 00For
GPS Funds I5510 00For
CITY NATIONAL ROCHDALE FUNDS2450 00For
Harbor ETF Trust1020 00For
Advisors' Inner Circle Fund III520 00For

20. Election of Directors: Li Yu

DIRECTOR ELECTIONS

Meeting held 2025-05-20; no official results are on file for this meeting.

100% fund support · no official result

FOR 100%

The 13 asset managers below cast 100% of the shares they voted on this item FOR (572,234 for, 0 against).

FOR: 572,234 (100.0%)
Largest asset managers voting on “Election of Directors: Li Yu” at PREFERRED BANK, 2024-2025
Asset managerForAgainst AbstainWithheldVote
Charles Schwab457,4320 00For
Federated Hermes28,0710 00For
SEI24,8320 00For
Mercer Funds15,6000 00For
OPTIMUM FUND TRUST12,1000 00For
SEI Exchange Traded Funds8,5820 00For
Global X7,2660 00For
Russell Investments6,3550 00For
STERLING CAPITAL FUNDS4,4320 00For
Prudential/PGIM3,8980 00For
TARGET PORTFOLIO TRUST1,9000 00For
Vanguard9460 00For
Nationwide8200 00For

21. Election of Directors: Wayne Wu

DIRECTOR ELECTIONS

Meeting held 2025-05-20; no official results are on file for this meeting.

100% fund support · no official result

FOR 100%

The 13 asset managers below cast 100% of the shares they voted on this item FOR (572,234 for, 0 against).

FOR: 572,234 (100.0%)
Largest asset managers voting on “Election of Directors: Wayne Wu” at PREFERRED BANK, 2024-2025
Asset managerForAgainst AbstainWithheldVote
Charles Schwab457,4320 00For
Federated Hermes28,0710 00For
SEI24,8320 00For
Mercer Funds15,6000 00For
OPTIMUM FUND TRUST12,1000 00For
SEI Exchange Traded Funds8,5820 00For
Global X7,2660 00For
Russell Investments6,3550 00For
STERLING CAPITAL FUNDS4,4320 00For
Prudential/PGIM3,8980 00For
TARGET PORTFOLIO TRUST1,9000 00For
Vanguard9460 00For
Nationwide8200 00For

22. Advisory Vote to Ratify Named Executive Officers' Compensation

SECTION 14A SAY-ON-PAY VOTES

Meeting held 2025-05-20; no official results are on file for this meeting.

99.7% fund support · no official result

FOR 99.7%

The 4 asset managers below cast 99.7% of the shares they voted on this item FOR (125,085 for, 315 against).

FOR: 125,085 (99.7%)AGAINST: 315 (0.3%)
Largest asset managers voting on “Advisory Vote to Ratify Named Executive Officers' Compensation” at PREFERRED BANK, 2024-2025
Asset managerForAgainst AbstainWithheldVote
JPMorgan103,8530 00For
Empower17,0160 00For
Empirical Financial Services, LLC d.b.a. Empirical Wealth Ma4,2160 00For
MILLER HOWARD INVESTMENTS INC /NY0315 00Against

23. Advisory Vote on Say on Pay Frequency

SECTION 14A SAY-ON-PAY VOTES

Meeting held 2025-05-20; no official results are on file for this meeting.

— fund support · no official result

ONE YEAR 100%

No shares were cast for or against this item by the managers below — every disclosed position was an abstention or was not voted.

ONE YEAR: 121,184 (100.0%)
Largest asset managers voting on “Advisory Vote on Say on Pay Frequency” at PREFERRED BANK, 2024-2025
Asset managerForAgainst AbstainWithheldVote
JPMorgan00 00One Year
Empower00 00One Year
MILLER HOWARD INVESTMENTS INC /NY00 00One Year

24. Approve Omnibus Stock Plan

COMPENSATION

Meeting held 2024-10-22; no official results are on file for this meeting.

100% fund support · no official result

FOR 100%

The 3 asset managers below cast 100% of the shares they voted on this item FOR (23,345 for, 0 against).

FOR: 23,345 (100.0%)
Largest asset managers voting on “Approve Omnibus Stock Plan” at PREFERRED BANK, 2024-2025
Asset managerForAgainst AbstainWithheldVote
Empower17,5820 00For
FORUM FUNDS II3,6930 00For
GuideStone2,0700 00For

25. 14A Executive Compensation

SECTION 14A SAY-ON-PAY VOTES

Meeting held 2025-05-20; no official results are on file for this meeting.

29% fund support · no official result

FOR 29%AGAINST 71%

The 2 asset managers below cast 29% of the shares they voted on this item FOR (4 for, 10 against).

FOR: 4 (28.6%)AGAINST: 10 (71.4%)
Largest asset managers voting on “14A Executive Compensation” at PREFERRED BANK, 2024-2025
Asset managerForAgainst AbstainWithheldVote
Focus Partners Wealth010 00Against
MQS Management LLC40 00For

26. 14A Executive Compensation Vote Frequency

SECTION 14A SAY-ON-PAY VOTES

Meeting held 2025-05-20; no official results are on file for this meeting.

— fund support · no official result

1 YEAR 100%

No shares were cast for or against this item by the managers below — every disclosed position was an abstention or was not voted.

1 YEAR: 14 (100.0%)
Largest asset managers voting on “14A Executive Compensation Vote Frequency” at PREFERRED BANK, 2024-2025
Asset managerForAgainst AbstainWithheldVote
Focus Partners Wealth00 001 Year
MQS Management LLC00 001 Year

27. Advisory Compensation Vote.

SECTION 14A SAY-ON-PAY VOTES

Reported under meeting date 2024-05-30; no official results on file for that date (outside the 2024-2025 season's 1 July to 30 June window; reported in this season's filings).

100% fund support · no official result

FOR 100%

The 2 asset managers below cast 100% of the shares they voted on this item FOR (74 for, 0 against).

FOR: 74 (100.0%)
Largest asset managers voting on “Advisory Compensation Vote.” at PREFERRED BANK, 2024-2025
Asset managerForAgainst AbstainWithheldVote
COLDSTREAM CAPITAL MANAGEMENT INC740 00For
Echo45 Advisors LLC00 00--

Largest PREFERRED BANK shareholders voting in 2024-2025

Ranked by the number of PREFERRED BANK shares each manager voted on the most widely held ballot item of the 2024-2025 meeting.

Top PREFERRED BANK shareholders by shares voted, 2024-2025
#Asset manager Shares voted
1T. Rowe Price 1,837,383
2Vanguard 896,605
3State Street 817,387
4Nuveen 620,230
5Dimensional 548,348
6American Century 502,772
7Boston Partners 370,611
8TIAA 369,215
9GEODE CAPITAL MANAGEMENT, LLC 325,085
10Fidelity 310,368

Shown as share counts, not percentages: no shares-outstanding figure has been matched to PREFERRED BANK for the 2024-2025 season, so there is no denominator to divide by.

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. This page is a static snapshot rebuilt weekly on 02 October 2026; a live search always shows the current data.

At PREFERRED BANK's 2 shareholder meetings in the 2024-2025 proxy season (held 2024-10-22 and 2025-05-20), 271 asset managers reported how they voted in their SEC Form N-PX filings, covering 4,195 separate fund positions. Their filings are grouped here into 27 reported items; because filers word the same ballot item differently, that can be more than the number of items on the ballot. No official Form 8-K vote tally has been matched to this meeting, so this page states no certified outcome for its most widely held ballot item. On that item — ADVISORY COMPENSATION VOTE. To approve, in a non-binding advisory vote, the compensation of our… — the reporting funds cast 93% 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.

PREFERRED BANK proxy season coverage: 2023-2024 · 2024-2025 (this page) · 2025-2026.