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Preferred Bank 2025-2026 Proxy Voting Records

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

  • 22Reported items
  • 257Asset managers
  • 3,434Fund votes
  • 2026-05-19Meeting 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 2025-2026 meeting

Each item below shows how the 257 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

Combines 4 wordings of this item as funds reported it.

99% fund support · no official result

FOR 99%

The 133 asset managers below cast 99% of the shares they voted on this item FOR (7,296,103 for, 84,223 against).

FOR: 7,296,103 (98.9%)AGAINST: 84,223 (1.1%)
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, 2025-2026
Asset managerForAgainst AbstainWithheldVote
T. Rowe Price1,668,9490 00For
Vanguard872,2960 00For
American Century778,4380 00For
Nuveen461,9420 00For
Fidelity389,2710 00For
Boston Partners340,7970 00For
GEODE CAPITAL MANAGEMENT, LLC326,6500 00For
Dimensional225,2790 00For
Invesco205,9870 00For
KENNEDY CAPITAL MANAGEMENT LLC198,1460 00For
TIAA183,2420 00For
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC125,6950 00For
Stieven Capital Advisors, L.P.122,6210 00For
Goldman Sachs81,2070 00For
Two Sigma79,3390 00For
PRINCIPAL GLOBAL INVESTORS77,4060 00For
ProShares72,2770 00For
PARAMETRIC PORTFOLIO ASSOCIATES LLC64,3490 00For
PUBLIC SECTOR PENSION INVESTMENT BOARD60,9470 00For
First Trust56,0050 00For
MELLON INVESTMENTS Corp47,3280 00For
RBB FUND, INC.45,5750 00For
Prudential/PGIM44,6670 00For
Northwestern Mutual42,4390 00For
Eaton Vance41,2460 00For

Showing the 25 largest of 133 asset managers. See all 133 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

Combines 2 wordings of this item as funds reported it.

97% fund support · no official result

ONE YEAR 96%

The 133 asset managers below cast 97% of the shares they voted on this item FOR (23,167 for, 698 against).

FOR: 23,167 (0.3%)AGAINST: 698 (0.0%)ABSTAIN: 26,355 (0.4%)ONE YEAR: 7,093,337 (96.1%)THREE YEARS: 235,780 (3.2%)1-YEAR: 989 (0.0%)
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, 2025-2026
Asset managerForAgainst AbstainWithheldVote
T. Rowe Price00 00One Year
Vanguard00 00One Year
American Century00 00One Year
Nuveen00 00One Year
Fidelity00 00One Year
Boston Partners00 00One Year
GEODE CAPITAL MANAGEMENT, LLC00 00One Year
Dimensional00 00Three Years
Invesco00 00One Year
KENNEDY CAPITAL MANAGEMENT LLC00 00One Year
TIAA00 00One Year
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC00 00One Year
Stieven Capital Advisors, L.P.00 00One Year
Goldman Sachs00 00One Year
Two Sigma00 00One Year
PRINCIPAL GLOBAL INVESTORS00 00One Year
ProShares00 00One Year
PARAMETRIC PORTFOLIO ASSOCIATES LLC00 00One Year
PUBLIC SECTOR PENSION INVESTMENT BOARD00 00One Year
First Trust00 00One Year
MELLON INVESTMENTS Corp00 00One Year
RBB FUND, INC.00 00One Year
Prudential/PGIM00 00One Year
Northwestern Mutual00 00One Year
Eaton Vance00 00One Year

Showing the 25 largest of 133 asset managers. See all 133 in the interactive database.

3. Advisory vote approving the compensation of Preferred Bank's named executive officers (Say-on-Pay).

SECTION 14A SAY-ON-PAY VOTES

Combines 2 wordings of this item as funds reported it.

99.7% fund support · no official result

FOR 99.7%

The 91 asset managers below cast 99.7% of the shares they voted on this item FOR (1,481,056 for, 3,338 against).

FOR: 1,481,056 (99.8%)AGAINST: 3,338 (0.2%)
Largest asset managers voting on “Advisory vote approving the compensation of Preferred Bank's named executive officers (Say-on-Pay).” at Preferred Bank, 2025-2026
Asset managerForAgainst AbstainWithheldVote
BlackRock1,024,535417 00For
Northern Trust106,1651,016 00For
MALTESE CAPITAL MANAGEMENT LLC83,2630 00For
De Lisle Partners LLP56,1790 00For
World Funds Trust53,7570 00For
Jackson National21,1620 00For
Angel Oak Capital Advisors, LLC15,5000 00For
John Hancock12,1110 00For
QUANTITATIVE MASTER SERIES LLC11,1470 00For
ENVESTNET ASSET MANAGEMENT INC10,7600 00For
JPMorgan10,3880 00For
INTRUST BANK NA8,6890 00For
Angel Oak Financial Strategies Income Term Trust8,5000 00For
Series Portfolios Trust5,5130 00For
BOKF, NA5,0930 00For
Natixis4,6830 00For
Allianz3,7140 00For
Vanguard3,4320 00For
WEDGE CAPITAL MANAGEMENT L L P/NC3,4220 00For
Vericimetry Funds3,2700 00For
Bridge Builder Trust3,1180 00For
EA Series Trust2,8370 00For
Pitcairn Trust Co LLC1,7690 00For
NORTHERN LIGHTS FUND TRUST II1,6060 00For
RBB Fund Trust1,3160 00For

Showing the 25 largest of 91 asset managers. See all 91 in the interactive database.

4. Advisory vote setting the frequency of the Say on Pay vote.

SECTION 14A SAY-ON-PAY VOTES

100% fund support · no official result

1 YEAR 94%

The 90 asset managers below cast 100% of the shares they voted on this item FOR (56,809 for, 0 against).

FOR: 56,809 (3.8%)1 YEAR: 1,390,748 (93.7%)3 YEARS: 22,537 (1.5%)ONE YEAR: 10,388 (0.7%)1.0: 3,426 (0.2%)THREE YEARS: 50 (0.0%)3.0: 5 (0.0%)2.0: 1 (0.0%)
Largest asset managers voting on “Advisory vote setting the frequency of the Say on Pay vote.” at Preferred Bank, 2025-2026
Asset managerForAgainst AbstainWithheldVote
BlackRock00 001 Year
Northern Trust00 001 Year
MALTESE CAPITAL MANAGEMENT LLC00 001 Year
De Lisle Partners LLP56,1790 00For
World Funds Trust00 001 Year
Jackson National00 001 Year
Angel Oak Capital Advisors, LLC00 001 Year
John Hancock00 001 Year
QUANTITATIVE MASTER SERIES LLC00 001 Year
ENVESTNET ASSET MANAGEMENT INC00 001 Year
JPMorgan00 00One Year
INTRUST BANK NA00 001 Year
Angel Oak Financial Strategies Income Term Trust00 001 Year
Series Portfolios Trust00 003 Years
BOKF, NA00 003 Years
Natixis00 001 Year
Allianz00 001 Year
Vanguard00 001.0
WEDGE CAPITAL MANAGEMENT L L P/NC00 001 Year
Vericimetry Funds00 003 Years
Bridge Builder Trust00 001 Year
EA Series Trust00 001 Year
Pitcairn Trust Co LLC00 001 Year
NORTHERN LIGHTS FUND TRUST II00 001 Year
RBB Fund Trust00 001 Year

Showing the 25 largest of 90 asset managers. See all 90 in the interactive database.

5. ELECTION OF DIRECTORS. To elect eight individuals to serve as the Bank's Board of Directors until the 2027 annual meeting of shareholders and they or their successors are elected and qualified: Clark Hsu

DIRECTOR ELECTIONS

Combines 3 wordings of this item as funds reported it.

100% fund support · no official result

FOR 88%12%

The 85 asset managers below cast 100% of the shares they voted on this item FOR (4,330,766 for, 0 against).

FOR: 4,330,766 (87.6%)ABSTAIN: 602,572 (12.2%)NOT VOTED: 8,345 (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 2027 ann” at Preferred Bank, 2025-2026
Asset managerForAgainst AbstainWithheldVote
BlackRock957,7850 00For
Vanguard782,0720 1,7190For
T. Rowe Price614,1520 00For
Charles Schwab400,3490 00For
American Century378,1180 00For
Fidelity316,6400 00For
TIAA00 183,2420Abstain
Dimensional169,8030 00For
Nuveen00 128,6130Abstain
Invesco99,8030 00For
ProShares72,2770 00For
World Funds Trust53,7570 00For
RBB FUND, INC.00 46,8500Abstain
Prudential/PGIM18,4590 27,2560Abstain
First Trust45,0010 00For
Northwestern Mutual42,4060 00For
WisdomTree00 39,4250Abstain
Federated Hermes00 35,4350Abstain
HOTCHKIS & WILEY FUNDS /DE/34,8400 00For
Columbia Threadneedle00 31,4470Abstain
Principal29,8810 00For
Equitable25,7030 00For
Northern Trust24,4260 00For
Royce23,6250 00For
Principal Exchange-Traded Funds22,3450 00For

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 2027 annual meeting of shareholders and they or their successors are elected and qualified: Kathleen Shane

DIRECTOR ELECTIONS

Combines 3 wordings of this item as funds reported it.

100% fund support · no official result

FOR 99.8%

The 85 asset managers below cast 100% of the shares they voted on this item FOR (4,933,338 for, 0 against).

FOR: 4,933,338 (99.8%)NOT VOTED: 8,345 (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 2027 ann” at Preferred Bank, 2025-2026
Asset managerForAgainst AbstainWithheldVote
BlackRock957,7850 00For
Vanguard783,7910 00For
T. Rowe Price614,1520 00For
Charles Schwab400,3490 00For
American Century378,1180 00For
Fidelity316,6400 00For
TIAA183,2420 00For
Dimensional169,8030 00For
Nuveen128,6130 00For
Invesco99,8030 00For
ProShares72,2770 00For
World Funds Trust53,7570 00For
RBB FUND, INC.46,8500 00For
Prudential/PGIM45,7150 00For
First Trust45,0010 00For
Northwestern Mutual42,4060 00For
WisdomTree39,4250 00For
Federated Hermes35,4350 00For
HOTCHKIS & WILEY FUNDS /DE/34,8400 00For
Columbia Threadneedle31,4470 00For
Principal29,8810 00For
Equitable25,7030 00For
Northern Trust24,4260 00For
Royce23,6250 00For
Principal Exchange-Traded Funds22,3450 00For

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 2027 annual meeting of shareholders and they or their successors are elected and qualified: William C.Y. Cheng

DIRECTOR ELECTIONS

Combines 4 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 (4,888,416 for, 0 against).

FOR: 4,888,416 (98.9%)ABSTAIN: 44,922 (0.9%)NOT VOTED: 8,345 (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 2027 ann” at Preferred Bank, 2025-2026
Asset managerForAgainst AbstainWithheldVote
BlackRock957,7850 00For
Vanguard783,7900 10For
T. Rowe Price614,1520 00For
Charles Schwab400,3490 00For
American Century378,1180 00For
Fidelity316,6400 00For
TIAA183,2420 00For
Dimensional169,8030 00For
Nuveen128,6130 00For
Invesco99,8030 00For
ProShares72,2770 00For
World Funds Trust53,7570 00For
RBB FUND, INC.46,8500 00For
Prudential/PGIM45,7150 00For
First Trust45,0010 00For
Northwestern Mutual42,4060 00For
WisdomTree39,4250 00For
Federated Hermes35,4350 00For
HOTCHKIS & WILEY FUNDS /DE/34,8400 00For
Columbia Threadneedle00 31,4470Abstain
Principal29,8810 00For
Equitable25,7030 00For
Northern Trust24,4260 00For
Royce23,6250 00For
Principal Exchange-Traded Funds22,3450 00For

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 2027 annual meeting of shareholders and they or their successors are elected and qualified: Chih-Wei Wu

DIRECTOR ELECTIONS

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 (4,486,065 for, 0 against).

FOR: 4,486,065 (90.8%)ABSTAIN: 447,273 (9.1%)NOT VOTED: 8,345 (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 2027 ann” at Preferred Bank, 2025-2026
Asset managerForAgainst AbstainWithheldVote
BlackRock957,7850 00For
Vanguard782,0740 1,7170For
T. Rowe Price614,1520 00For
Charles Schwab400,3490 00For
American Century378,1180 00For
Fidelity316,6400 00For
TIAA00 183,2420Abstain
Dimensional169,8030 00For
Nuveen00 128,6130Abstain
Invesco99,8030 00For
ProShares72,2770 00For
World Funds Trust53,7570 00For
RBB FUND, INC.1,2750 45,5750Abstain
Prudential/PGIM18,4590 27,2560Abstain
First Trust45,0010 00For
Northwestern Mutual42,4060 00For
WisdomTree39,4250 00For
Federated Hermes00 35,4350Abstain
HOTCHKIS & WILEY FUNDS /DE/34,8400 00For
Columbia Threadneedle31,4470 00For
Principal29,8810 00For
Equitable25,7030 00For
Northern Trust24,4260 00For
Royce23,6250 00For
Principal Exchange-Traded Funds22,3450 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 2027 annual meeting of shareholders and they or their successors are elected and qualified: J. Richard Belliston

DIRECTOR ELECTIONS

Combines 3 wordings of this item as funds reported it.

100% fund support · no official result

FOR 99.5%

The 85 asset managers below cast 100% of the shares they voted on this item FOR (4,918,152 for, 0 against).

FOR: 4,918,152 (99.5%)ABSTAIN: 15,186 (0.3%)NOT VOTED: 8,345 (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 2027 ann” at Preferred Bank, 2025-2026
Asset managerForAgainst AbstainWithheldVote
BlackRock957,7850 00For
Vanguard782,0790 1,7120For
T. Rowe Price614,1520 00For
Charles Schwab400,3490 00For
American Century378,1180 00For
Fidelity316,6400 00For
TIAA183,2420 00For
Dimensional169,8030 00For
Nuveen128,6130 00For
Invesco99,8030 00For
ProShares72,2770 00For
World Funds Trust53,7570 00For
RBB FUND, INC.46,8500 00For
Prudential/PGIM45,7150 00For
First Trust45,0010 00For
Northwestern Mutual42,4060 00For
WisdomTree39,4250 00For
Federated Hermes35,4350 00For
HOTCHKIS & WILEY FUNDS /DE/34,8400 00For
Columbia Threadneedle31,4470 00For
Principal29,8810 00For
Equitable25,7030 00For
Northern Trust24,4260 00For
Royce23,6250 00For
Principal Exchange-Traded Funds22,3450 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 2027 annual meeting of shareholders and they or their successors are elected and qualified: Gary S. Nunnelly

DIRECTOR ELECTIONS

Combines 3 wordings of this item as funds reported it.

100% fund support · no official result

FOR 70%ABSTAIN 30%

The 85 asset managers below cast 100% of the shares they voted on this item FOR (3,445,996 for, 0 against).

FOR: 3,445,996 (69.7%)ABSTAIN: 1,487,342 (30.1%)NOT VOTED: 8,345 (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 2027 ann” at Preferred Bank, 2025-2026
Asset managerForAgainst AbstainWithheldVote
BlackRock00 957,7850Abstain
Vanguard782,0740 1,7170For
T. Rowe Price614,1520 00For
Charles Schwab400,3490 00For
American Century378,1180 00For
Fidelity314,6690 1,9710For
TIAA00 183,2420Abstain
Dimensional169,8030 00For
Nuveen00 128,6130Abstain
Invesco99,8030 00For
ProShares72,2770 00For
World Funds Trust53,7570 00For
RBB FUND, INC.00 46,8500Abstain
Prudential/PGIM18,4590 27,2560Abstain
First Trust45,0010 00For
Northwestern Mutual42,4060 00For
WisdomTree39,4250 00For
Federated Hermes00 35,4350Abstain
HOTCHKIS & WILEY FUNDS /DE/34,8400 00For
Columbia Threadneedle00 31,4470Abstain
Principal29,8810 00For
Equitable7,9500 17,7530Abstain
Northern Trust24,4260 00For
Royce23,6250 00For
Principal Exchange-Traded Funds22,3450 00For

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

11. ELECTION OF DIRECTORS. To elect eight individuals to serve as the Bank's Board of Directors until the 2027 annual meeting of shareholders and they or their successors are elected and qualified: Li Yu

DIRECTOR ELECTIONS

100% fund support · no official result

FOR 100%

The 56 asset managers below cast 100% of the shares they voted on this item FOR (3,327,734 for, 0 against).

FOR: 3,327,734 (100.0%)
Largest asset managers voting on “ELECTION OF DIRECTORS. To elect eight individuals to serve as the Bank's Board of Directors until the 2027 ann” at Preferred Bank, 2025-2026
Asset managerForAgainst AbstainWithheldVote
Vanguard776,4630 00For
T. Rowe Price614,1520 00For
American Century378,1180 00For
Fidelity316,6400 00For
TIAA183,2420 00For
Dimensional169,8030 00For
Nuveen128,6130 00For
Invesco99,8030 00For
ProShares72,2770 00For
RBB FUND, INC.45,5750 00For
First Trust45,0010 00For
Prudential/PGIM44,6670 00For
Northwestern Mutual42,4060 00For
WisdomTree39,4250 00For
HOTCHKIS & WILEY FUNDS /DE/34,8400 00For
Columbia Threadneedle31,4470 00For
Principal29,8810 00For
Equitable25,7030 00For
Northern Trust24,4260 00For
Royce23,6250 00For
Principal Exchange-Traded Funds22,3450 00For
Goldman Sachs18,7810 00For
AMERICAN BEACON FUNDS18,3100 00For
Lincoln Financial18,0000 00For
EXCHANGE TRADED CONCEPTS TRUST15,6010 00For

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

12. ELECTION OF DIRECTORS. To elect eight individuals to serve as the Bank's Board of Directors until the 2027 annual meeting of shareholders and they or their successors are elected and qualified: Wayne Wu

DIRECTOR ELECTIONS

100% fund support · no official result

FOR 100%

The 56 asset managers below cast 100% of the shares they voted on this item FOR (3,327,734 for, 0 against).

FOR: 3,327,734 (100.0%)
Largest asset managers voting on “ELECTION OF DIRECTORS. To elect eight individuals to serve as the Bank's Board of Directors until the 2027 ann” at Preferred Bank, 2025-2026
Asset managerForAgainst AbstainWithheldVote
Vanguard776,4630 00For
T. Rowe Price614,1520 00For
American Century378,1180 00For
Fidelity316,6400 00For
TIAA183,2420 00For
Dimensional169,8030 00For
Nuveen128,6130 00For
Invesco99,8030 00For
ProShares72,2770 00For
RBB FUND, INC.45,5750 00For
First Trust45,0010 00For
Prudential/PGIM44,6670 00For
Northwestern Mutual42,4060 00For
WisdomTree39,4250 00For
HOTCHKIS & WILEY FUNDS /DE/34,8400 00For
Columbia Threadneedle31,4470 00For
Principal29,8810 00For
Equitable25,7030 00For
Northern Trust24,4260 00For
Royce23,6250 00For
Principal Exchange-Traded Funds22,3450 00For
Goldman Sachs18,7810 00For
AMERICAN BEACON FUNDS18,3100 00For
Lincoln Financial18,0000 00For
EXCHANGE TRADED CONCEPTS TRUST15,6010 00For

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

13. 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, 2026.

AUDIT-RELATED

99.8% fund support · no official result

FOR 99.8%

The 56 asset managers below cast 99.8% of the shares they voted on this item FOR (3,323,499 for, 4,235 against).

FOR: 3,323,499 (99.9%)AGAINST: 4,235 (0.1%)
Largest asset managers voting on “RATIFICATION OF APPOINTMENT OF INDEPENDENT REGISTERED PUBLIC ACCOUNTANTS. To ratify the appointment of Crowe L” at Preferred Bank, 2025-2026
Asset managerForAgainst AbstainWithheldVote
Vanguard776,4630 00For
T. Rowe Price614,1520 00For
American Century378,1180 00For
Fidelity316,6400 00For
TIAA183,2420 00For
Dimensional169,8030 00For
Nuveen128,6130 00For
Invesco99,8030 00For
ProShares72,2770 00For
RBB FUND, INC.45,5750 00For
First Trust45,0010 00For
Prudential/PGIM44,6670 00For
Northwestern Mutual42,4060 00For
WisdomTree39,4250 00For
HOTCHKIS & WILEY FUNDS /DE/34,8400 00For
Columbia Threadneedle31,4470 00For
Principal29,8810 00For
Equitable25,7030 00For
Northern Trust24,4260 00For
Royce23,6250 00For
Principal Exchange-Traded Funds22,3450 00For
Goldman Sachs18,7810 00For
AMERICAN BEACON FUNDS18,3100 00For
Lincoln Financial18,0000 00For
EXCHANGE TRADED CONCEPTS TRUST15,6010 00For

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

14. To approve, in a non-binding advisory vote, the compensation of our named executive officers ("Say on Pay").

SECTION 14A SAY-ON-PAY VOTES

Combines 2 wordings of this item as funds reported it.

100% fund support · no official result

FOR 99.9%

The 34 asset managers below cast 100% of the shares they voted on this item FOR (1,064,512 for, 0 against).

FOR: 1,064,512 (100.0%)NOT VOTED: 3 (0.0%)
Largest asset managers voting on “To approve, in a non-binding advisory vote, the compensation of our named executive officers ("Say on Pay").” at Preferred Bank, 2025-2026
Asset managerForAgainst AbstainWithheldVote
Charles Schwab817,1170 00For
Federated Hermes72,9870 00For
SEI36,4990 00For
Prudential/PGIM23,2360 00For
TARGET PORTFOLIO TRUST19,1000 00For
Russell Investments18,5220 00For
LSV ASSET MANAGEMENT9,8000 00For
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM9,1560 00For
NEW YORK STATE COMMON RETIREMENT FUND8,2720 00For
SEI Exchange Traded Funds6,8060 00For
Global X5,4850 00For
BANK OF AMERICA NA5,1470 00For
Vanguard3,8960 00For
State of Tennessee, Department of Treasury3,0210 00For
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM2,8430 00For
STERLING CAPITAL FUNDS2,8120 00For
Sterling Capital Management LLC2,8120 00For
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS2,8010 00For
DENALI ADVISORS LLC2,2000 00For
Acuitas Investments, LLC2,1500 00For
Series Portfolios Trust2,1500 00For
Arizona State Retirement System2,1000 00For
LOS ANGELES CAPITAL MANAGEMENT LLC1,6510 00For
Neuberger Berman1,4330 00For
Venerable Variable Insurance Trust9070 00For

Showing the 25 largest of 34 asset managers. See all 34 in the interactive database.

15. To express preference, in a non-binding advisory vote, on the frequency of Say on Pay.

SECTION 14A SAY-ON-PAY VOTES

— fund support · no official result

1 YEAR 98%

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: 1,039,766 (97.7%)ONE YEAR: 22,467 (2.1%)THREE YEARS: 2,184 (0.2%)3 YEARS: 94 (0.0%)NOT VOTED: 3 (0.0%)
Largest asset managers voting on “To express preference, in a non-binding advisory vote, on the frequency of Say on Pay.” at Preferred Bank, 2025-2026
Asset managerForAgainst AbstainWithheldVote
Charles Schwab00 001 Year
Federated Hermes00 001 Year
SEI00 001 Year
Prudential/PGIM00 001 Year
TARGET PORTFOLIO TRUST00 00One Year
Russell Investments00 001 Year
LSV ASSET MANAGEMENT00 001 Year
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM00 001 Year
NEW YORK STATE COMMON RETIREMENT FUND00 001 Year
SEI Exchange Traded Funds00 001 Year
Global X00 001 Year
BANK OF AMERICA NA00 001 Year
Vanguard00 00Three Years
State of Tennessee, Department of Treasury00 001 Year
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM00 001 Year
STERLING CAPITAL FUNDS00 001 Year
Sterling Capital Management LLC00 001 Year
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS00 001 Year
DENALI ADVISORS LLC00 001 Year
Acuitas Investments, LLC00 001 Year
Series Portfolios Trust00 001 Year
Arizona State Retirement System00 001 Year
LOS ANGELES CAPITAL MANAGEMENT LLC00 001 Year
Neuberger Berman00 001 Year
Venerable Variable Insurance Trust00 001 Year

Showing the 25 largest of 34 asset managers. See all 34 in the interactive database.

16. ELECTION OF DIRECTOR: LI YU

DIRECTOR ELECTIONS

100% fund support · no official result

FOR 99.4%

The 33 asset managers below cast 100% of the shares they voted on this item FOR (1,602,334 for, 0 against).

FOR: 1,602,334 (99.5%)NOT VOTED: 8,345 (0.5%)
Largest asset managers voting on “ELECTION OF DIRECTOR: LI YU” at Preferred Bank, 2025-2026
Asset managerForAgainst AbstainWithheldVote
BlackRock957,7850 00For
Charles Schwab400,3490 00For
World Funds Trust53,7570 00For
Federated Hermes35,4350 00For
Jackson National21,1620 00For
TARGET PORTFOLIO TRUST19,1000 00For
Empower8,3400 00Not Voted
SEI14,5920 00For
John Hancock12,1110 00For
QUANTITATIVE MASTER SERIES LLC11,1470 00For
Angel Oak Financial Strategies Income Term Trust8,5000 00For
Series Portfolios Trust7,6630 00For
Vanguard7,3280 00For
SEI Exchange Traded Funds6,8060 00For
Russell Investments5,8320 00For
Global X5,4850 00For
JPMorgan4,7310 00For
Allianz3,7140 00For
Bridge Builder Trust3,1180 00For
EA Series Trust2,8370 00For
STERLING CAPITAL FUNDS2,8120 00For
NORTHERN LIGHTS FUND TRUST II1,6060 00For
RBB Fund Trust1,3160 00For
RBB FUND, INC.1,2750 00For
TRUST FOR PROFESSIONAL MANAGERS1,1740 00For

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

17. ELECTION OF DIRECTOR: WAYNE WU

DIRECTOR ELECTIONS

100% fund support · no official result

FOR 99.1%

The 33 asset managers below cast 100% of the shares they voted on this item FOR (1,597,542 for, 0 against).

FOR: 1,597,542 (99.2%)ABSTAIN: 4,792 (0.3%)NOT VOTED: 8,345 (0.5%)
Largest asset managers voting on “ELECTION OF DIRECTOR: WAYNE WU” at Preferred Bank, 2025-2026
Asset managerForAgainst AbstainWithheldVote
BlackRock957,7850 00For
Charles Schwab400,3490 00For
World Funds Trust53,7570 00For
Federated Hermes35,4350 00For
Jackson National21,1620 00For
TARGET PORTFOLIO TRUST19,1000 00For
Empower8,3400 00Not Voted
SEI14,5920 00For
John Hancock12,1110 00For
QUANTITATIVE MASTER SERIES LLC11,1470 00For
Angel Oak Financial Strategies Income Term Trust8,5000 00For
Series Portfolios Trust7,6630 00For
Vanguard7,3280 00For
SEI Exchange Traded Funds6,8060 00For
Russell Investments5,8320 00For
Global X5,4850 00For
JPMorgan00 4,7310Abstain
Allianz3,7140 00For
Bridge Builder Trust3,1180 00For
EA Series Trust2,8370 00For
STERLING CAPITAL FUNDS2,8120 00For
NORTHERN LIGHTS FUND TRUST II1,6060 00For
RBB Fund Trust1,3160 00For
RBB FUND, INC.1,2750 00For
TRUST FOR PROFESSIONAL MANAGERS1,1740 00For

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

18. Ratification of the appointment of Crowe LLP as independent registered public accountants for the fiscal year ending December 31, 2026.

AUDIT-RELATED

100% fund support · no official result

FOR 100%

The 22 asset managers below cast 100% of the shares they voted on this item FOR (1,098,244 for, 0 against).

FOR: 1,098,244 (100.0%)
Largest asset managers voting on “Ratification of the appointment of Crowe LLP as independent registered public accountants for the fiscal year ” at Preferred Bank, 2025-2026
Asset managerForAgainst AbstainWithheldVote
BlackRock957,7850 00For
World Funds Trust53,7570 00For
Jackson National21,1620 00For
John Hancock12,1110 00For
QUANTITATIVE MASTER SERIES LLC11,1470 00For
Angel Oak Financial Strategies Income Term Trust8,5000 00For
Series Portfolios Trust5,5130 00For
JPMorgan4,7310 00For
Allianz3,7140 00For
Vanguard3,4320 00For
Vericimetry Funds3,2700 00For
Bridge Builder Trust3,1180 00For
EA Series Trust2,8370 00For
NORTHERN LIGHTS FUND TRUST II1,6060 00For
RBB Fund Trust1,3160 00For
RBB FUND, INC.1,2750 00For
TRUST FOR PROFESSIONAL MANAGERS1,1740 00For
GPS Funds I8650 00For
WILSHIRE MUTUAL FUNDS INC6950 00For
Harbor ETF Trust1750 00For
Advisors' Inner Circle Fund III610 00For
ETF Opportunities Trust00 00--

19. To ratify the appointment of Crowe LLP as our independent registered public accountants for the year ending December 31, 2026.

AUDIT-RELATED

100% fund support · no official result

FOR 100%

The 13 asset managers below cast 100% of the shares they voted on this item FOR (499,020 for, 0 against).

FOR: 499,020 (100.0%)
Largest asset managers voting on “To ratify the appointment of Crowe LLP as our independent registered public accountants for the year ending De” at Preferred Bank, 2025-2026
Asset managerForAgainst AbstainWithheldVote
Charles Schwab400,3490 00For
Federated Hermes35,4350 00For
TARGET PORTFOLIO TRUST19,1000 00For
SEI14,5920 00For
SEI Exchange Traded Funds6,8060 00For
Russell Investments5,8320 00For
Global X5,4850 00For
Vanguard3,8960 00For
STERLING CAPITAL FUNDS2,8120 00For
Series Portfolios Trust2,1500 00For
Prudential/PGIM1,0480 00For
Venerable Variable Insurance Trust9070 00For
Nationwide6080 00For

20. Advisory Vote to Ratify Named Executive Officers' Compensation

SECTION 14A SAY-ON-PAY VOTES

99.9% fund support · no official result

FOR 74%NOT VOTED 26%

The 4 asset managers below cast 99.9% of the shares they voted on this item FOR (24,227 for, 9 against).

FOR: 24,227 (74.4%)AGAINST: 9 (0.0%)NOT VOTED: 8,345 (25.6%)
Largest asset managers voting on “Advisory Vote to Ratify Named Executive Officers' Compensation” at Preferred Bank, 2025-2026
Asset managerForAgainst AbstainWithheldVote
Empower8,3400 00Not Voted
Empirical Financial Services, LLC d.b.a. Empirical Wealth Ma8,0240 00For
GLOBEFLEX CAPITAL L P7,8630 00For
MILLER HOWARD INVESTMENTS INC /NY09 00Against

21. Advisory Vote on Say on Pay Frequency

SECTION 14A SAY-ON-PAY VOTES

100% fund support · no official result

FOR 32%NOT VOTED 34%ONE YEAR 34%

The 2 asset managers below cast 100% of the shares they voted on this item FOR (7,863 for, 0 against).

FOR: 7,863 (32.0%)NOT VOTED: 8,345 (34.0%)ONE YEAR: 8,340 (34.0%)
Largest asset managers voting on “Advisory Vote on Say on Pay Frequency” at Preferred Bank, 2025-2026
Asset managerForAgainst AbstainWithheldVote
Empower00 00Not Voted
GLOBEFLEX CAPITAL L P7,8630 00For

22. To Approve, By An Advisory Vote, The Compensation Of The Company's Named Executives

SECTION 14A SAY-ON-PAY VOTES

100% fund support · no official result

FOR 100%

The 2 asset managers below cast 100% of the shares they voted on this item FOR (10 for, 0 against).

FOR: 10 (100.0%)
Largest asset managers voting on “To Approve, By An Advisory Vote, The Compensation Of The Company's Named Executives” at Preferred Bank, 2025-2026
Asset managerForAgainst AbstainWithheldVote
Modern Wealth Management, LLC50 00For
Tandem Financial, LLC50 00For

Largest Preferred Bank shareholders voting in 2025-2026

Ranked by the number of Preferred Bank shares each manager voted on the most widely held ballot item of the 2025-2026 meeting.

Top Preferred Bank shareholders by shares voted, 2025-2026
#Asset manager Shares voted
1T. Rowe Price 1,668,949
2Vanguard 872,296
3American Century 778,438
4Nuveen 461,942
5Fidelity 389,271
6Boston Partners 340,797
7GEODE CAPITAL MANAGEMENT, LLC 326,650
8Dimensional 225,279
9Invesco 205,987
10KENNEDY CAPITAL MANAGEMENT LLC 198,146

Shown as share counts, not percentages: no shares-outstanding figure has been matched to Preferred Bank for the 2025-2026 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 shareholder meeting held 2026-05-19, in the 2025-2026 proxy season, 257 asset managers reported how they voted in their SEC Form N-PX filings, covering 3,434 separate fund positions. Their filings are grouped here into 22 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 99% 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 · 2025-2026 (this page).