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Compiled from SEC Form N-PX filings and Treace Medical Concepts, Inc.’s Form 8-K, filed 2026-05-20 (Item 5.07 on EDGAR). Page generated 02 October 2026.
Explore Treace Medical Concepts, Inc. in the interactive database Compare manager voting policies
These tallies are Treace Medical Concepts, Inc.’s own, as disclosed to the U.S. Securities and Exchange Commission on Form 8-K, filed 2026-05-20 (Item 5.07, “Submission of Matters to a Vote of Security Holders”). They cover every share voted at the meeting, not just the funds that file Form N-PX.
| Ballot item | For | Against | Abstain | Withheld | Broker non-votes | Outcome |
|---|---|---|---|---|---|---|
| Elect Director: Lance A. Berry | 33,804,407 | -- | -- | 820,723 | 13,516,432 | Majority: yes |
| Elect Director: Elizabeth S. Hanna | 30,856,965 | -- | -- | 3,768,165 | 13,516,432 | Majority: yes |
| Elect Director: Jane E. Kiernan | 33,587,226 | -- | -- | 1,037,904 | 13,516,432 | Majority: yes |
| Proposal 2: Advisory Vote on Executive Compensation | 32,785,505 | 1,724,383 | 115,242 | -- | 13,516,432 | Majority: yes |
| Proposal 3: Ratification of Selection of Independent Registered Public Accounting Firm | 47,885,305 | 120,733 | 135,524 | -- | 0 | Majority: yes |
Source: Treace Medical Concepts, Inc., Form 8-K, filed with the SEC on 2026-05-20 — read the filing on EDGAR.
Each item below shows how the 114 asset managers that disclosed a Treace Medical Concepts, 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.
Combines 3 wordings of this item as funds reported it.
95% Majority: yes · of votes cast
Treace Medical Concepts, Inc.’s own tally for this item (“Proposal 2: Advisory Vote on Executive Compensation”): 32,785,505 for, 1,724,383 against, per its Form 8-K filed 2026-05-20 (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 64,872,976 outstanding shares: 50.5% for, 3% against (53.2% of the company cast a for/against vote).
The 113 asset managers below cast 98% of the shares they voted on this item FOR (26,761,072 for, 531,846 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| CIBC Private Wealth Group LLC | 14,706,863 | 0 | 0 | 0 | For |
| BlackRock | 2,360,037 | 1,130 | 0 | 0 | For |
| Vanguard | 2,274,565 | 3 | 0 | 0 | For |
| GEODE CAPITAL MANAGEMENT, LLC | 812,535 | 0 | 0 | 0 | For |
| Charles Schwab | 707,911 | 0 | 0 | 0 | For |
| State Street | 695,880 | 1,082 | 0 | 0 | For |
| ACADIAN ASSET MANAGEMENT LLC | 692,838 | 0 | 0 | 0 | For |
| ARMISTICE CAPITAL, LLC | 690,044 | 0 | 0 | 0 | For |
| Fidelity | 660,054 | 0 | 0 | 0 | For |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | 316,124 | 0 | 0 | 0 | For |
| AQR | 269,306 | 0 | 0 | 0 | For |
| Northern Trust | 1,420 | 251,962 | 0 | 0 | Against |
| Citadel | 202,439 | 0 | 0 | 0 | For |
| First Eagle Investment Management, LLC | 200,000 | 0 | 0 | 0 | For |
| STIFEL NICOLAUS & CO INC \MO\ | 191,228 | 0 | 0 | 0 | For |
| Goldman Sachs | 187,094 | 0 | 0 | 0 | For |
| FIRST EAGLE FUNDS | 174,141 | 0 | 0 | 0 | For |
| Nuveen | 152,434 | 0 | 0 | 0 | For |
| MELLON INVESTMENTS Corp | 148,857 | 0 | 0 | 0 | For |
| Dimensional | 0 | 136,285 | 0 | 0 | Against |
| JACOBS LEVY EQUITY MANAGEMENT, INC | 118,647 | 0 | 0 | 0 | For |
| Equitable | 109,326 | 0 | 0 | 0 | For |
| TIAA | 101,049 | 0 | 0 | 0 | For |
| PARADIGM CAPITAL MANAGEMENT INC/NY | 100,000 | 0 | 0 | 0 | For |
| QUANTITATIVE MASTER SERIES LLC | 73,672 | 0 | 0 | 0 | For |
Showing the 25 largest of 113 asset managers. See all 113 in the interactive database.
Combines 6 wordings of this item as funds reported it.
89% Majority: yes · of votes cast
Treace Medical Concepts, Inc.’s own tally for this item (“Elect Director: Elizabeth S. Hanna”): 30,856,965 for, 3,768,165 withheld, per its Form 8-K filed 2026-05-20 (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 64,872,976 outstanding shares: 47.6% for, 6% withheld (53.4% of the company cast a for/withheld vote).
The 39 asset managers below cast 100% of the shares they voted on this item FOR (4,273,508 for, 0 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Vanguard | 1,900,754 | 0 | 5,872 | 0 | For |
| BlackRock | 947,383 | 0 | 0 | 0 | For |
| Fidelity | 646,998 | 0 | 1,900 | 0 | For |
| Charles Schwab | 353,805 | 0 | 0 | 0 | For |
| FIRST EAGLE FUNDS | 0 | 0 | 174,141 | 0 | Abstain |
| Equitable | 70,086 | 0 | 39,240 | 0 | For |
| TIAA | 101,049 | 0 | 0 | 0 | For |
| Dimensional | 0 | 0 | 73,680 | 0 | Abstain |
| QUANTITATIVE MASTER SERIES LLC | 73,672 | 0 | 0 | 0 | For |
| CLEARWATER INVESTMENT TRUST | 0 | 0 | 68,642 | 0 | Abstain |
| BRIDGEWAY FUNDS INC | 0 | 0 | 50,000 | 0 | Abstain |
| PACE SELECT ADVISORS TRUST | 0 | 0 | 40,814 | 0 | Abstain |
| Goldman Sachs | 39,004 | 0 | 0 | 0 | For |
| Lincoln Financial | 36,200 | 0 | 0 | 0 | For |
| Northern Trust | 0 | 0 | 25,830 | 0 | Abstain |
| AIG/SunAmerica | 0 | 0 | 24,503 | 0 | Abstain |
| Global X | 23,070 | 0 | 0 | 0 | For |
| MASTER INVESTMENT PORTFOLIO | 19,239 | 0 | 0 | 0 | For |
| Pacific Life | 18,331 | 0 | 0 | 0 | For |
| John Hancock | 0 | 0 | 16,185 | 0 | Abstain |
| Nationwide | 13,839 | 0 | 0 | 0 | For |
| Bridge Builder Trust | 9,498 | 0 | 0 | 0 | For |
| Brighthouse | 0 | 0 | 9,331 | 0 | Abstain |
| ProShares | 0 | 0 | 7,912 | 0 | Abstain |
| DWS | 0 | 0 | 7,338 | 0 | Abstain |
Showing the 25 largest of 39 asset managers. See all 39 in the interactive database.
Combines 6 wordings of this item as funds reported it.
97% Majority: yes · of votes cast
Treace Medical Concepts, Inc.’s own tally for this item (“Elect Director: Jane E. Kiernan”): 33,587,226 for, 1,037,904 withheld, per its Form 8-K filed 2026-05-20 (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 64,872,976 outstanding shares: 51.8% for, 2% withheld (53.4% of the company cast a for/withheld vote).
The 39 asset managers below cast 100% of the shares they voted on this item FOR (4,712,000 for, 0 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Vanguard | 1,902,647 | 0 | 3,980 | 0 | For |
| BlackRock | 947,383 | 0 | 0 | 0 | For |
| Fidelity | 648,898 | 0 | 0 | 0 | For |
| Charles Schwab | 353,805 | 0 | 0 | 0 | For |
| FIRST EAGLE FUNDS | 174,141 | 0 | 0 | 0 | For |
| Equitable | 70,086 | 0 | 39,240 | 0 | For |
| TIAA | 101,049 | 0 | 0 | 0 | For |
| Dimensional | 0 | 0 | 73,680 | 0 | Abstain |
| QUANTITATIVE MASTER SERIES LLC | 73,672 | 0 | 0 | 0 | For |
| CLEARWATER INVESTMENT TRUST | 68,642 | 0 | 0 | 0 | For |
| BRIDGEWAY FUNDS INC | 50,000 | 0 | 0 | 0 | For |
| PACE SELECT ADVISORS TRUST | 40,814 | 0 | 0 | 0 | For |
| Goldman Sachs | 39,004 | 0 | 0 | 0 | For |
| Lincoln Financial | 36,200 | 0 | 0 | 0 | For |
| Northern Trust | 25,830 | 0 | 0 | 0 | For |
| AIG/SunAmerica | 24,503 | 0 | 0 | 0 | For |
| Global X | 23,070 | 0 | 0 | 0 | For |
| MASTER INVESTMENT PORTFOLIO | 19,239 | 0 | 0 | 0 | For |
| Pacific Life | 18,331 | 0 | 0 | 0 | For |
| John Hancock | 16,185 | 0 | 0 | 0 | For |
| Nationwide | 13,839 | 0 | 0 | 0 | For |
| Bridge Builder Trust | 9,498 | 0 | 0 | 0 | For |
| Brighthouse | 0 | 0 | 9,331 | 0 | Abstain |
| ProShares | 7,912 | 0 | 0 | 0 | For |
| DWS | 7,338 | 0 | 0 | 0 | For |
Showing the 25 largest of 39 asset managers. See all 39 in the interactive database.
Combines 6 wordings of this item as funds reported it.
98% Majority: yes · of votes cast
Treace Medical Concepts, Inc.’s own tally for this item (“Elect Director: Lance A. Berry”): 33,804,407 for, 820,723 withheld, per its Form 8-K filed 2026-05-20 (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 64,872,976 outstanding shares: 52.1% for, 1% withheld (53.4% of the company cast a for/withheld vote).
The 39 asset managers below cast 100% of the shares they voted on this item FOR (4,712,002 for, 0 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Vanguard | 1,902,649 | 0 | 3,978 | 0 | For |
| BlackRock | 947,383 | 0 | 0 | 0 | For |
| Fidelity | 648,898 | 0 | 0 | 0 | For |
| Charles Schwab | 353,805 | 0 | 0 | 0 | For |
| FIRST EAGLE FUNDS | 174,141 | 0 | 0 | 0 | For |
| Equitable | 70,086 | 0 | 39,240 | 0 | For |
| TIAA | 101,049 | 0 | 0 | 0 | For |
| Dimensional | 0 | 0 | 73,680 | 0 | Abstain |
| QUANTITATIVE MASTER SERIES LLC | 73,672 | 0 | 0 | 0 | For |
| CLEARWATER INVESTMENT TRUST | 68,642 | 0 | 0 | 0 | For |
| BRIDGEWAY FUNDS INC | 50,000 | 0 | 0 | 0 | For |
| PACE SELECT ADVISORS TRUST | 40,814 | 0 | 0 | 0 | For |
| Goldman Sachs | 39,004 | 0 | 0 | 0 | For |
| Lincoln Financial | 36,200 | 0 | 0 | 0 | For |
| Northern Trust | 25,830 | 0 | 0 | 0 | For |
| AIG/SunAmerica | 24,503 | 0 | 0 | 0 | For |
| Global X | 23,070 | 0 | 0 | 0 | For |
| MASTER INVESTMENT PORTFOLIO | 19,239 | 0 | 0 | 0 | For |
| Pacific Life | 18,331 | 0 | 0 | 0 | For |
| John Hancock | 16,185 | 0 | 0 | 0 | For |
| Nationwide | 13,839 | 0 | 0 | 0 | For |
| Bridge Builder Trust | 9,498 | 0 | 0 | 0 | For |
| Brighthouse | 0 | 0 | 9,331 | 0 | Abstain |
| ProShares | 7,912 | 0 | 0 | 0 | For |
| DWS | 7,338 | 0 | 0 | 0 | For |
Showing the 25 largest of 39 asset managers. See all 39 in the interactive database.
Combines 3 wordings of this item as funds reported it.
99.7% Majority: yes · of votes cast
Treace Medical Concepts, Inc.’s own tally for this item (“Proposal 3: Ratification of Selection of Independent Registered Public Accounting Firm”): 47,885,305 for, 120,733 against, per its Form 8-K filed 2026-05-20 (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 64,872,976 outstanding shares: 74% for, 0.2% against (74% of the company cast a for/against vote).
The 38 asset managers below cast 100% of the shares they voted on this item FOR (4,768,789 for, 0 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Vanguard | 1,906,626 | 0 | 0 | 0 | For |
| BlackRock | 947,383 | 0 | 0 | 0 | For |
| Fidelity | 648,898 | 0 | 0 | 0 | For |
| Charles Schwab | 353,805 | 0 | 0 | 0 | For |
| FIRST EAGLE FUNDS | 174,141 | 0 | 0 | 0 | For |
| Equitable | 109,326 | 0 | 0 | 0 | For |
| TIAA | 101,049 | 0 | 0 | 0 | For |
| Dimensional | 73,680 | 0 | 0 | 0 | For |
| QUANTITATIVE MASTER SERIES LLC | 73,672 | 0 | 0 | 0 | For |
| BRIDGEWAY FUNDS INC | 50,000 | 0 | 0 | 0 | For |
| PACE SELECT ADVISORS TRUST | 40,814 | 0 | 0 | 0 | For |
| Goldman Sachs | 39,004 | 0 | 0 | 0 | For |
| Lincoln Financial | 36,200 | 0 | 0 | 0 | For |
| Northern Trust | 25,830 | 0 | 0 | 0 | For |
| AIG/SunAmerica | 24,503 | 0 | 0 | 0 | For |
| Global X | 23,070 | 0 | 0 | 0 | For |
| MASTER INVESTMENT PORTFOLIO | 19,239 | 0 | 0 | 0 | For |
| Pacific Life | 18,331 | 0 | 0 | 0 | For |
| John Hancock | 16,185 | 0 | 0 | 0 | For |
| Nationwide | 13,839 | 0 | 0 | 0 | For |
| Bridge Builder Trust | 9,498 | 0 | 0 | 0 | For |
| Brighthouse | 0 | 0 | 9,331 | 0 | Abstain |
| ProShares | 7,912 | 0 | 0 | 0 | For |
| DWS | 7,338 | 0 | 0 | 0 | For |
| SEI | 6,200 | 0 | 0 | 0 | For |
Showing the 25 largest of 38 asset managers. See all 38 in the interactive database.
Ranked by the number of Treace Medical Concepts, Inc. shares each manager voted on the most widely held ballot item of the 2025-2026 meeting, shown as a share of the 64,872,976 shares outstanding at the time of that meeting.
| # | Asset manager | % of shares outstanding |
|---|---|---|
| 1 | CIBC Private Wealth Group LLC | 22.67% |
| 2 | BlackRock | 3.64% |
| 3 | Vanguard | 3.51% |
| 4 | GEODE CAPITAL MANAGEMENT, LLC | 1.25% |
| 5 | Charles Schwab | 1.09% |
| 6 | State Street | 1.07% |
| 7 | ACADIAN ASSET MANAGEMENT LLC | 1.07% |
| 8 | ARMISTICE CAPITAL, LLC | 1.06% |
| 9 | Fidelity | 1.02% |
| 10 | STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | 0.49% |
Positions disclosed to the SEC on Schedules 13D and 13G, Form 13F and the company’s own proxy statement (DEF 14A).
| Holder | % outstanding | Disclosure |
|---|---|---|
| John T. Treace | 19.32% | 13G |
| Neil Gagnon | 9.47% | 13G |
| BANK OF AMERICA CORP /DE/ | 5.45% | 13G |
| BlackRock | 5.15% | 13F |
| Vanguard Group | 3.50% | 13F |
| State Street | 1.90% | 13F |
| Millennium Management | 1.77% | 13F |
| Geode Capital | 1.56% | 13F |
| D.E. Shaw | 1.30% | 13F |
| Citadel Advisors | 1.27% | 13F |
Percentages above are of 64,872,976 shares outstanding, as reported by Treace Medical Concepts, Inc. on its Form 10-Q dated 2026-04-30 (see the filing on EDGAR). This is the count contemporaneous with the 2025-2026 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 Treace Medical Concepts, Inc.’s 10-Q dated 2026-04-30. This page is a static snapshot rebuilt weekly on 02 October 2026; a live search always shows the current data.
At Treace Medical Concepts, Inc.'s shareholder meeting held 2026-05-19, in the 2025-2026 proxy season, 114 asset managers reported how they voted on 5 ballot items in their SEC Form N-PX filings, covering 634 separate fund positions. On the most widely held item on that ballot — APPROVAL, ON AN ADVISORY, NON-BINDING BASIS, OF THE COMPENSATION OF THE COMPANY'S NAMED… — FOR was 95% of the votes cast (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), which is more than half. Whether the item was approved is for the filing to say; that statement has not been read for this item. Source: Treace Medical Concepts, Inc.'s Form 8-K, Item 5.07, filed with the U.S. Securities and Exchange Commission on 2026-05-20.
Treace Medical Concepts, Inc. proxy season coverage: 2023-2024 · 2024-2025 · 2025-2026 (this page).