Home › Asset managers › Equitable › 2023-2024 › Against the board
Two kinds of vote are listed: a board-sponsored proposal Equitable voted AGAINST or withheld on, and a shareholder proposal it voted FOR. One row is one proposal at one meeting; “funds” is how many of the manager’s funds or accounts voted that way.
Everything Only shareholder proposals it backed
212 proposals. Every shareholder proposal Equitable backed in 2023-2024 is listed here.
| Company | Meeting | Proposal | Category | On the ballot from | Equitable voted | Funds |
|---|---|---|---|---|---|---|
| ELI LILLY AND CO. | 2024-05-06 | Shareholder proposal to publish an annual report disclosing lobbying activities. | Other Social Issues | Shareholder | FOR | 3 |
| LOCKHEED MARTIN CORP. | 2024-05-02 | Stockholder Proposal Requesting a Report on Reducing Full Value Chain GHG Emissions | Environment or Climate | Shareholder | FOR | 3 |
| META PLATFORMS INC. | 2024-05-29 | A shareholder proposal regarding report on human rights risks in non-US markets. | Human Rights or Human Capital/workforce | Shareholder | FOR | 3 |
| MONDELEZ INTERNATIONAL INC. | 2024-05-22 | Shareholder proposal requesting Board adopt targets and publicly report quantitative metrics to eradicate child labor from cocoa supply chain; | Human Rights or Human Capital/workforce | Shareholder | FOR | 3 |
| NVR INC. | 2024-05-07 | Shareholder proposal to expand political spending disclosure. | Other Social Issues | Shareholder | FOR | 3 |
| NVR INC. | 2024-05-07 | Shareholder proposal to publish report on impact of diversity, equity, and inclusion efforts. | Diversity, Equity, and Inclusion | Shareholder | FOR | 3 |
| PAPA JOHN'S INTERNATIONAL INC. | 2024-05-02 | Stockholder proposal regarding pork housing disclosure. | Other Social Issues | Shareholder | FOR | 3 |
| SPIRIT AEROSYSTEMS HOLDINGS INC. | 2024-04-24 | The Stockholder Proposal titled "Transparency in Political Spending" | Other Social Issues | Shareholder | FOR | 3 |
| TEXAS INSTRUMENTS INC. | 2024-04-25 | Stockholder proposal to report on due diligence efforts to identify risks associated with product misuse. | Human Rights or Human Capital/workforce | Shareholder | FOR | 3 |
| ABBVIE INC. | 2024-05-03 | Stockholder Proposal - to Issue Annual Report on Lobbying | Other Social Issues | Shareholder | FOR | 2 |
| ABBVIE INC. | 2024-05-03 | Stockholder Proposal - to Issue a Report on Patent Process | Other Social Issues | Shareholder | FOR | 2 |
| APPLIED MATERIALS INC. | 2024-03-07 | Shareholder proposal requesting that Applied Materials prepare a report disclosing Applied Materials' policy and procedures governing lobbying and payments by Applied Materials used for lobbying. | Other Social Issues | Shareholder | FOR | 2 |
| BLACKROCK INC. | 2024-05-15 | Shareholder Proposal - Report on Proxy Voting Record and Policies for Climate Change-Related Proposals. | Environment or Climate | Shareholder | FOR | 2 |
| CATERPILLAR INC. | 2024-06-12 | Shareholder Proposal - Lobbying Disclosure | Other Social Issues | Shareholder | FOR | 2 |
| CDW CORP. | 2024-05-21 | To consider and act upon the stockholder proposal, if properly presented at the Annual Meeting, regarding political spending disclosure. | Other Social Issues | Shareholder | FOR | 2 |
| CHARLES SCHWAB CORP. | 2024-05-23 | Stockholder Proposal on Pay Equity Disclosure | Diversity, Equity, and Inclusion | Shareholder | FOR | 2 |
| CHIPOTLE MEXICAN GRILL INC. | 2024-06-06 | Shareholder Proposal - Requesting adoption of a non-interference policy. | Human Rights or Human Capital/workforce | Shareholder | FOR | 2 |
| CHURCH & DWIGHT CO. INC. | 2024-05-02 | Stockholder Proposal - Transparency in Political Contributions. | Other Social Issues | Shareholder | FOR | 2 |
| DANAHER CORP. | 2024-05-07 | To act upon a shareholder proposal requesting a report to shareholders on the effectiveness of the Company's diversity, equity and inclusion efforts. | Diversity, Equity, and Inclusion | Shareholder | FOR | 2 |
| DELL TECHNOLOGIES INC. | 2024-06-27 | Shareholder proposal seeking a report to shareholders on the effectiveness of Dell Technologies Inc.'s diversity, equity, and inclusion efforts | Diversity, Equity, and Inclusion | Shareholder | FOR | 2 |
| DINE BRANDS GLOBAL INC. | 2024-05-14 | Stockholder proposal regarding climate change policies and climate change risk disclosures. | Environment or Climate | Shareholder | FOR | 2 |
| DINE BRANDS GLOBAL INC. | 2024-05-14 | Stockholder proposal regarding group-housed pork. | Other Social Issues | Shareholder | FOR | 2 |
| EXPEDITORS INTERNATIONAL OF WASHINGTON INC. | 2024-05-07 | Shareholder Proposal: Regarding Establishment of Near- and Long- Term Science-Based Greenhouse Gas Reduction Targets | Environment or Climate | Shareholder | FOR | 2 |
| HERSHEY CO. | 2024-05-06 | Stockholder Proposal titled "Public Report on Packaging Reuse & Recycling." | Environment or Climate | Shareholder | FOR | 2 |
| HOME DEPOT INC. | 2024-05-16 | Shareholder Proposal Regarding Political Contributions Congruency Analysis | Other Social Issues | Shareholder | FOR | 2 |
| HOME DEPOT INC. | 2024-05-16 | Shareholder Proposal Regarding a Report on Biodiversity Impact and Dependency Assessment | Environment or Climate | Shareholder | FOR | 2 |
| INGLES MARKETS INC. | 2024-02-13 | Stockholder proposal concerning risk disclosure related to consumer expectations on significant policy matters. | Environment or Climate | Shareholder | FOR | 2 |
| INGLES MARKETS INC. | 2024-02-13 | Stockholder proposal regarding cage free egg progress disclosure. | Other Social Issues | Shareholder | FOR | 2 |
| INTERNATIONAL BUSINESS MACHINES CORP. | 2024-04-30 | Stockholder Proposal Requesting the Adoption of Greenhouse Gas Emissions Targets | Environment or Climate | Shareholder | FOR | 2 |
| KEURIG DR PEPPER INC. | 2024-06-10 | To vote on a stockholder proposal requesting additional reporting on plastic packaging, if properly presented at Annual Meeting. | Environment or Climate | Shareholder | FOR | 2 |
| KRAFT HEINZ CO. | 2024-05-02 | Stockholder Proposal - Report on recyclability claims, if properly presented. | Environment or Climate | Shareholder | FOR | 2 |
| MASTERCARD INC. | 2024-06-18 | Consideration of a stockholder proposal requesting transparency in lobbying | Other Social Issues | Shareholder | FOR | 2 |
| PARAMOUNT GLOBAL | 2024-06-04 | A stockholder proposal, if properly presented at the meeting, requesting that the Company prepare and disclose a "transparency report" regarding its use of artificial intelligence. | Other Social Issues | Shareholder | FOR | 2 |
| PEPSICO INC. | 2024-05-01 | Shareholder Proposal - Global Transparency Report. | Other Social Issues | Shareholder | FOR | 2 |
| PEPSICO INC. | 2024-05-01 | Shareholder Proposal - Third-Party Assessment on Non-Sugar Sweetener Risks. | Environment or Climate | Shareholder | FOR | 2 |
| PEPSICO INC. | 2024-05-01 | Shareholder Proposal - Third-Party Racial Equity Audit. | Diversity, Equity, and Inclusion | Shareholder | FOR | 2 |
| PHILLIPS 66 | 2024-05-15 | Shareholder proposal requesting report analyzing the impact of the "System Change Scenario" on the Chemicals business. | Environment or Climate | Shareholder | FOR | 2 |
| SKYWEST INC. | 2024-05-07 | A shareholder proposal regarding collective bargaining policy. | Human Rights or Human Capital/workforce | Shareholder | FOR | 2 |
| SMITH & WESSON BRANDS INC. | 2023-09-19 | A stockholder proposal (human rights impact assessment). | Human Rights or Human Capital/workforce | Shareholder | FOR | 2 |
| TJX COMPANIES INC. | 2024-06-04 | Shareholder proposal for a report on effectiveness of social compliance efforts in TJX's supply chain | Human Rights or Human Capital/workforce | Shareholder | FOR | 2 |
| TRAVELERS COMPANIES INC. | 2024-05-15 | Shareholder proposal relating to GHG emissions, if presented at the Annual Meeting of Shareholders. | Environment or Climate | Shareholder | FOR | 2 |
| TRAVELERS COMPANIES INC. | 2024-05-15 | Shareholder proposal relating to a report on methane in the energy sector, if presented at the Annual Meeting of Shareholders. | Environment or Climate | Shareholder | FOR | 2 |
| TRAVELERS COMPANIES INC. | 2024-05-15 | Shareholder proposal relating to human rights risks in underwriting, if presented at the Annual Meeting of Shareholders. | Human Rights or Human Capital/workforce | Shareholder | FOR | 2 |
| TYSON FOODS INC. | 2024-02-08 | Shareholder proposal regarding a circular economy for packaging. | Environment or Climate | Shareholder | FOR | 2 |
| UNITEDHEALTH GROUP INC. | 2024-06-03 | If properly presented at the 2024 Annual Meeting of Shareholders, the shareholder proposal requiring a political contributions congruency report. | Other Social Issues | Shareholder | FOR | 2 |
| YUM! BRANDS INC. | 2024-05-16 | Shareholder Proposal Regarding Adoption of a Policy on the Use of Medically Important Antimicrobials in Food-Producing Animals. | Environment or Climate | Shareholder | FOR | 2 |
| A. O. SMITH CORP. | 2024-04-09 | Stockholder proposal requesting a Board report on our hiring practices with respect to formerly incarcerated people, if properly presented at the Annual Meeting. | Human Rights or Human Capital/workforce | Shareholder | FOR | 1 |
| ADOBE INC. | 2024-04-17 | Stockholder Proposal - Reporting on Hiring of Persons with Arrest or Incarceration Records. | Human Rights or Human Capital/workforce | Shareholder | FOR | 1 |
| ALPHABET INC. | 2024-06-07 | Stockholder proposal regarding a report on climate risks to retirement plan beneficiaries | Environment or Climate | Shareholder | FOR | 1 |
| ALPHABET INC. | 2024-06-07 | Stockholder proposal regarding a report on generative AI misinformation and disinformation risks | Other Social Issues | Shareholder | FOR | 1 |
| ALPHABET INC. | 2024-06-07 | Stockholder proposal regarding a report on reproductive healthcare misinformation risks | Other Social Issues | Shareholder | FOR | 1 |
| ALTRIA GROUP INC. | 2024-05-16 | Shareholder Proposal - Report on Congruence of Political and Lobbying Expenditures with the Company's Vision, Responsibility Focus Areas and Cultural Aspiration | Other Social Issues | Shareholder | FOR | 1 |
| ALTRIA GROUP INC. | 2024-05-16 | Shareholder Proposal - Repost Assessing the Benefits to Altria of Extended Producer Responsibility Laws for Spent Tobacco Filters for Tobacco Companies Operating in the U.S. Market | Environment or Climate | Shareholder | FOR | 1 |
| AMAZON.COM INC. | 2024-05-22 | SHAREHOLDER PROPOSAL REQUESTING ALTERNATIVE EMISSIONS REPORTING | Environment or Climate | Shareholder | FOR | 1 |
| APPLIED MATERIALS INC. | 2024-03-07 | Shareholder proposal requesting that Applied Materials report on quantitative median and adjusted pay gaps across race and gender. | Diversity, Equity, and Inclusion | Shareholder | FOR | 1 |
| BOOKING HOLDINGS INC. | 2024-06-04 | Stockholder proposal requesting a non-binding stockholder vote regarding reproductive rights and data privacy. | Other Social Issues | Shareholder | FOR | 1 |
| BOYD GAMING CORP. | 2024-05-09 | Advisory vote on the stockholder proposal regarding the commissioning of a report on the effects of a company-wide non-smoking policy. | Other Social Issues | Shareholder | FOR | 1 |
| CAMPBELL SOUP CO. | 2023-11-29 | To vote on a shareholder proposal regarding a report on how the Company is protecting 401(k) retirement fund plan beneficiaries with a longer investment time horizon from future portfolio risk created by present-day investments in high carbon companies. | Environment or Climate | Shareholder | FOR | 1 |
| CAPITAL ONE FINANCIAL CORP. | 2024-05-02 | Stockholder proposal requesting setting of near - and long-term greenhouse gas emission reduction targets. | Environment or Climate | Shareholder | FOR | 1 |
| CENTERPOINT ENERGY INC. | 2024-04-26 | Shareholder proposal relating to setting additional interim and long-term Scope 3 emissions goals. | Environment or Climate | Shareholder | FOR | 1 |
| CIGNA GROUP | 2024-04-24 | Shareholder proposal - Report to shareholders on risks created by the The Cigna Group s diversity, equity, and inclusion efforts. | Diversity, Equity, and Inclusion | Shareholder | FOR | 1 |
| CISCO SYSTEMS INC. | 2023-12-06 | Stockholder Proposal - Approval to have Cisco's Board issue a tax transparency report in consideration of the Global Reporting Initiative's Tax Standard. | Other Social Issues | Shareholder | FOR | 1 |
| CITIGROUP INC. | 2024-04-30 | Stockholder proposal requesting a report on the effectiveness of Citi's policies and practices in respecting Indigenous Peoples' rights in Citi's existing and proposed financing. | Human Rights or Human Capital/workforce | Shareholder | FOR | 1 |
| DARDEN RESTAURANTS INC. | 2023-09-20 | To vote on a shareholder proposal requesting the Company to issue a report on the risks arising from state policies restricting reproductive health care if properly presented at the meeting. | Other Social Issues | Shareholder | FOR | 1 |
| DEERE & CO. | 2024-02-28 | Shareholder proposal regarding a customer and company sustainability congruency report | Environment or Climate | Shareholder | FOR | 1 |
| DTE ENERGY CO. | 2024-05-02 | Vote on a shareholder proposal relating to a climate transition plan, including gas utility downstream emissions | Environment or Climate | Shareholder | FOR | 1 |
| EDISON INTERNATIONAL | 2024-04-25 | Shareholder Proposal Regarding Lobbying | Other Social Issues | Shareholder | FOR | 1 |
| ELEVANCE HEALTH INC. | 2024-05-15 | Shareholder proposal to adopt a policy to require certain third-party organizations to annually report political activity expenditures prior to Elevance Health donating to the organizations. | Other Social Issues | Shareholder | FOR | 1 |
| ELI LILLY AND CO. | 2024-05-06 | Shareholder proposal to adopt a comprehensive human rights policy | Human Rights or Human Capital/workforce | Shareholder | FOR | 1 |
| ELI LILLY AND CO. | 2024-05-06 | Shareholder proposal to establish and report on a process by which the impact of extended patent exclusivities on product access would be considered in deciding whether to apply for secondary and tertiary patents. | Other Social Issues | Shareholder | FOR | 1 |
| ENBRIDGE INC. | 2024-05-08 | Shareholder Proposal Regarding Governance Systems for Climate and Environmental Impacts | Environment or Climate | Shareholder | FOR | 1 |
| FEDEX CORP. | 2023-09-21 | Stockholder proposal regarding a report on climate risk associated with retirement plan options. | Environment or Climate | Shareholder | FOR | 1 |
| FEDEX CORP. | 2023-09-21 | Stockholder proposal regarding paid sick leave disclosure. | Other Social Issues | Shareholder | FOR | 1 |
| GOLDMAN SACHS GROUP INC. | 2024-04-24 | Shareholder Proposal Regarding Environmental Justice Impact Assessment | Environment or Climate | Shareholder | FOR | 1 |
| GOLDMAN SACHS GROUP INC. | 2024-04-24 | Shareholder Proposal Regarding Outcome Report on Efforts Regarding Protected Classes of Employees | Human Rights or Human Capital/workforce | Shareholder | FOR | 1 |
| GOLDMAN SACHS GROUP INC. | 2024-04-24 | Shareholder Proposal Regarding a GSAM Proxy Voting Review | Environment or Climate | Shareholder | FOR | 1 |
| HCA HEALTHCARE INC. | 2024-04-25 | Stockholder proposal, if properly presented at the meeting, regarding report on risk mitigation regarding state restrictions for emergency abortions. | Other Social Issues | Shareholder | FOR | 1 |
| HCA HEALTHCARE INC. | 2024-04-25 | Stockholder proposal, if property presented at the meeting, regarding report on maternal health outcomes. | Other Social Issues | Shareholder | FOR | 1 |
| HERSHEY CO. | 2024-05-06 | Stockholder Proposal titled "Public Report on Living Wage & Income." | Other Social Issues | Shareholder | FOR | 1 |
| IDEX CORP. | 2024-05-07 | Vote on a stockholder proposal regarding a report on hiring practices related to people with arrest or incarceration records. | Human Rights or Human Capital/workforce | Shareholder | FOR | 1 |
| INTUIT INC. | 2024-01-18 | Stockholder proposal requesting a retirement plan investment report | Environment or Climate | Shareholder | FOR | 1 |
| IQVIA HOLDINGS INC. | 2024-04-16 | If properly presented, a stockholder proposal concerning political spending. | Other Social Issues | Shareholder | FOR | 1 |
| LABORATORY CORPORATION OF AMERICA HOLDINGS | 2024-05-14 | Shareholder proposal regarding a Board report on risks of fulfilling information requests. | Other Social Issues | Shareholder | FOR | 1 |
| LENNAR CORP. | 2024-04-10 | Vote on a stockholder proposal requesting a report on the Company's plans to reduce greenhouse gas emissions. | Environment or Climate | Shareholder | FOR | 1 |
| LOCKHEED MARTIN CORP. | 2024-05-02 | Stockholder Proposal Requesting a Report on Alignment of Political Activities with Human Rights Policy | Other Social Issues | Shareholder | FOR | 1 |
| MARRIOTT INTERNATIONAL INC. | 2024-05-10 | STOCKHOLDER RESOLUTION REQUESTING THE COMPANY COMMISSION A THIRD-PARTY CIVIL RIGHTS AUDIT | Diversity, Equity, and Inclusion | Shareholder | FOR | 1 |
| MERCK & CO. INC. | 2024-05-28 | Shareholder proposal regarding a report on respecting workforce civil liberties. | Diversity, Equity, and Inclusion | Shareholder | FOR | 1 |
| META PLATFORMS INC. | 2024-05-29 | A shareholder proposal regarding report on political advertising and election cycle enhanced actions. | Other Social Issues | Shareholder | FOR | 1 |
| METLIFE INC. | 2024-06-18 | Shareholder proposal requesting a third-party racial equity audit | Diversity, Equity, and Inclusion | Shareholder | FOR | 1 |
| MICROCHIP TECHNOLOGY INC. | 2023-08-22 | Stockholder proposal requesting that our Board of Directors commission an independent third-party report, at reasonable expense and excluding proprietary information, on our due diligence process to determine whether our customers' use of our products contribute or are linked to violations of international law. | Human Rights or Human Capital/workforce | Shareholder | FOR | 1 |
| NIKE INC. | 2023-09-12 | To consider a shareholder proposal regarding a Supply Chain Management Report, if properly presented at the meeting. | Human Rights or Human Capital/workforce | Shareholder | FOR | 1 |
| NORTHERN TRUST CORP. | 2024-04-16 | Stockholder proposal to ascertain voting preferences. | Environment or Climate | Shareholder | FOR | 1 |
| NORTHROP GRUMMAN CORP. | 2024-05-15 | Shareholder proposal to annually conduct an evaluation and issue a report describing the alignment of the Company's political activities with its human rights policy. | Other Social Issues | Shareholder | FOR | 1 |
| PEPSICO INC. | 2024-05-01 | Shareholder Proposal - Report on Gender-Based Compensation Gaps and Associated Risks. | Environment or Climate | Shareholder | FOR | 1 |
| PNC FINANCIAL SERVICES GROUP INC. | 2024-04-24 | Shareholder proposal regarding report on risk management and implementation of PNC's Human Rights Statement in financing. | Human Rights or Human Capital/workforce | Shareholder | FOR | 1 |
| REPUBLIC SERVICES INC. | 2024-05-23 | Shareholder proposal to report on stakeholder impact from the Company's climate change strategy. | Environment or Climate | Shareholder | FOR | 1 |
| ROSS STORES INC. | 2024-05-22 | To vote on a stockholder proposal regarding reporting on material value chain GHG emissions, if properly presented at the Annual Meeting. | Environment or Climate | Shareholder | FOR | 1 |
| SKYWORKS SOLUTIONS INC. | 2024-05-14 | To approve a stockholder proposal regarding adoption of greenhouse gas emissions reduction targets. | Environment or Climate | Shareholder | FOR | 1 |
| SOUTHERN CO. | 2024-05-22 | Stockholder proposal regarding disclosing short-, medium-, and long-term operational GHG targets | Environment or Climate | Shareholder | FOR | 1 |
| TARGET CORP. | 2024-06-12 | Shareholder proposal requesting a political contributions congruency analysis. | Other Social Issues | Shareholder | FOR | 1 |
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Built 2026-09-27 from SEC Form N-PX filings.