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Legg Mason 2023-2024: where it broke with the board

Two kinds of vote are listed: a board-sponsored proposal Legg Mason 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

196 proposals. Every shareholder proposal Legg Mason backed in 2023-2024 is listed here.

Legg Mason, 2023-2024 proxy season. Who put a proposal on the ballot is taken from its N-PX category; see the method note on the overview page.
CompanyMeetingProposalCategory On the ballot fromLegg Mason votedFunds
META PLATFORMS INC. 2024-05-29 A shareholder proposal regarding report on child safety impacts and actual harm reduction to children. Other Social Issues Shareholder FOR 17
META PLATFORMS INC. 2024-05-29 A shareholder proposal regarding report on generative AI misinformation and disinformation risks. Other Social Issues Shareholder FOR 17
APPLE INC. 2024-02-28 A shareholder proposal entitled "Racial and Gender Pay Gaps" Diversity, Equity, and Inclusion Shareholder FOR 16
ABBVIE INC. 2024-05-03 Stockholder Proposal - to Issue Annual Report on Lobbying Other Social Issues Shareholder FOR 12
AMERICAN TOWER CORP. 2024-05-22 To consider a stockholder proposal, if properly presented, regarding disclosure of racial and gender pay gaps. Diversity, Equity, and Inclusion Shareholder FOR 11
ELI LILLY AND CO. 2024-05-06 Shareholder proposal to publish an annual report disclosing lobbying activities. Other Social Issues Shareholder FOR 11
ELI LILLY AND CO. 2024-05-06 Shareholder proposal to report on effectiveness of the company's diversity, equity, and inclusion efforts. Diversity, Equity, and Inclusion Shareholder FOR 11
ORACLE CORP. 2023-11-15 Stockholder Proposal Regarding Pay Gap Report Diversity, Equity, and Inclusion Shareholder FOR 11
WALT DISNEY CO. 2024-04-03 Shareholder Proposal, if properly presented, requesting a political expenditures report Other Social Issues Shareholder FOR 10
ALPHABET INC. 2024-06-07 Stockholder proposal regarding a lobbying report Other Social Issues Shareholder FOR 9
ALPHABET INC. 2024-06-07 Stockholder proposal regarding a report on generative Al misinformation and disinformation risks Other Social Issues Shareholder FOR 9
ALPHABET INC. 2024-06-07 Stockholder proposal regarding a report on online safety for children Other Social Issues Shareholder FOR 9
AMAZON.COM INC. 2024-05-22 SHAREHOLDER PROPOSAL REQUESTING A REPORT ON PACKAGING MATERIALS Environment or Climate Shareholder FOR 9
AMAZON.COM INC. 2024-05-22 SHAREHOLDER PROPOSAL REQUESTING A REPORT ON WAREHOUSE WORKING CONDITIONS Human Rights or Human Capital/workforce Shareholder FOR 9
AMAZON.COM INC. 2024-05-22 SHAREHOLDER PROPOSAL REQUESTING ADDITIONAL REPORTING ON GENDER/RACIAL PAY Diversity, Equity, and Inclusion Shareholder FOR 9
APPLE INC. 2024-02-28 A shareholder proposal requesting a report on the use of Al Other Social Issues Shareholder FOR 9
EDISON INTERNATIONAL 2024-04-25 Shareholder Proposal Regarding Lobbying Other Social Issues Shareholder FOR 7
NIKE INC. 2023-09-12 To consider a shareholder proposal regarding Supplemental Pay Equity Disclosure, if properly presented at the meeting. Diversity, Equity, and Inclusion Shareholder FOR 7
STRYKER CORP. 2024-05-09 Shareholder Proposal on Transparency in Political Spending. Other Social Issues Shareholder FOR 7
TESLA INC. 2024-06-13 A stockholder proposal regarding annual reporting on anti-harassment and discrimination efforts, if properly presented. Human Rights or Human Capital/workforce Shareholder FOR 7
AMAZON.COM INC. 2024-05-22 SHAREHOLDER PROPOSAL REQUESTING ADDITIONAL REPORTING ON LOBBYING Other Social Issues Shareholder FOR 6
BANK OF AMERICA CORP. 2024-04-24 Shareholder proposal requesting disclosure of clean energy financing ratio Environment or Climate Shareholder FOR 6
BERKSHIRE HATHAWAY INC. 2024-05-04 Shareholder proposal regarding the reporting on the effectiveness of the Corporation's diversity, equity and inclusion efforts. Diversity, Equity, and Inclusion Shareholder FOR 6
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 6
DOCUSIGN INC. 2024-05-29 A stockholder proposal to report on the effectiveness of the Company's diversity, equity, and inclusion efforts, if properly presented at the meeting Diversity, Equity, and Inclusion Shareholder FOR 6
L3HARRIS TECHNOLOGIES INC. 2024-04-19 Shareholder Proposal titled "Transparency in Lobbying" Other Social Issues Shareholder FOR 6
NETFLIX INC. 2024-06-06 Stockholder proposal entitled, "Report on Netflix's Use of Artificial Intelligence," if properly presented at the meeting. Other Social Issues Shareholder FOR 6
VERTEX PHARMACEUTICALS INC. 2024-05-15 Shareholder proposal, if properly presented at the meeting, regarding a report on racial and gender pay gaps. Diversity, Equity, and Inclusion Shareholder FOR 6
AIRBNB INC. 2024-06-05 Stockholder proposal regarding political disclosure, if properly presented at the Annual Meeting. Other Social Issues Shareholder FOR 5
BANK OF NEW YORK MELLON CORP. 2024-04-09 Stockholder proposal regarding transperency in lobbying, if properly presented. Other Social Issues Shareholder FOR 5
CHARTER COMMUNICATIONS INC. 2024-04-23 Stockholder proposal regarding lobbying activities. Other Social Issues Shareholder FOR 5
CHARTER COMMUNICATIONS INC. 2024-04-23 Stockholder proposal regarding political expenditures report. Other Social Issues Shareholder FOR 5
COTY INC. 2023-11-02 Stockholder proposal regarding a report on plastic packaging reduction Environment or Climate Shareholder FOR 5
INTUITIVE SURGICAL INC. 2024-04-25 The stockholder proposal requesting a racial and gender pay gap report, if properly presented at the Annual Meeting. Diversity, Equity, and Inclusion Shareholder FOR 5
LOCKHEED MARTIN CORP. 2024-05-02 Stockholder Proposal Requesting a Report on Reducing Full Value Chain GHG Emissions Environment or Climate Shareholder FOR 5
META PLATFORMS INC. 2024-05-29 A shareholder proposal regarding human rights impact assessment on AI systems driving targeted advertising. Human Rights or Human Capital/workforce Shareholder FOR 5
ALPHABET INC. 2024-06-07 Stockholder proposal regarding a human rights assessment of Al-driven targeted ad policies Human Rights or Human Capital/workforce Shareholder FOR 4
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 4
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 4
CHARLES SCHWAB CORP. 2024-05-23 Stockholder Proposal on Pay Equity Disclosure Diversity, Equity, and Inclusion Shareholder FOR 4
ELI LILLY AND CO. 2024-05-06 Shareholder proposal to adopt a comprehensive human rights policy Human Rights or Human Capital/workforce Shareholder FOR 4
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 4
GOLDMAN SACHS GROUP INC. 2024-04-24 Shareholder Proposal Regarding Pay Equity Reporting Diversity, Equity, and Inclusion Shareholder FOR 4
GOLDMAN SACHS GROUP INC. 2024-04-24 Shareholder Proposal Regarding a Transparency In Lobbying Report Other Social Issues Shareholder FOR 4
HOME DEPOT INC. 2024-05-16 Shareholder Proposal Regarding Political Contributions Congruency Analysis Other Social Issues Shareholder FOR 4
HOME DEPOT INC. 2024-05-16 Shareholder Proposal Regarding a Report on Biodiversity Impact and Dependency Assessment Environment or Climate Shareholder FOR 4
INTERNATIONAL BUSINESS MACHINES CORP. 2024-04-30 Stockholder Proposal Requesting a Public Report on Climate Lobbying Environment or Climate Shareholder FOR 4
INTERNATIONAL BUSINESS MACHINES CORP. 2024-04-30 Stockholder Proposal Requesting a Public Report on Lobbying Activities Other Social Issues Shareholder FOR 4
INTERNATIONAL BUSINESS MACHINES CORP. 2024-04-30 Stockholder Proposal Requesting the Adoption of Greenhouse Gas Emissions Targets Environment or Climate Shareholder FOR 4
PACCAR INC. 2024-04-30 Stockholder proposal regarding a report on climate-related policy engagement Environment or Climate Shareholder FOR 4
WELLS FARGO & CO. 2024-04-30 Shareholder Proposal - Annual Climate Lobbying Congruency Report. Environment or Climate Shareholder FOR 4
WELLS FARGO & CO. 2024-04-30 Shareholder Proposal - Annual Report on Congruency of Political Spending and Corporate Values. Other Social Issues Shareholder FOR 4
WELLS FARGO & CO. 2024-04-30 Shareholder Proposal - Annual Report on Prevention of Workplace Harassment and Discrimination. Human Rights or Human Capital/workforce Shareholder FOR 4
WELLS FARGO & CO. 2024-04-30 Shareholder Proposal - Report on Respecting Indigenous Peoples' Rights. Human Rights or Human Capital/workforce Shareholder FOR 4
WELLS FARGO & CO. 2024-04-30 Shareholder Proposal - Third-Party Assessment of Respect for Freedom of Association and Collective Bargaining. Human Rights or Human Capital/workforce Shareholder FOR 4
WELLS FARGO & CO. 2024-04-30 Shareholder Proposal - Transparency in Lobbying Annual Report. Other Social Issues Shareholder FOR 4
ABBVIE INC. 2024-05-03 Stockholder Proposal - to Issue a Report on Patent Process Other Social Issues Shareholder FOR 3
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 3
ALPHABET INC. 2024-06-07 Stockholder proposal regarding a report on climate risks to retirement plan beneficiaries Environment or Climate Shareholder FOR 3
ALPHABET INC. 2024-06-07 Stockholder proposal regarding a report on reproductive healthcare misinformation risks Other Social Issues Shareholder FOR 3
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 3
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 3
AMAZON.COM INC. 2024-05-22 SHAREHOLDER PROPOSAL REQUESTING A REPORT ON CUSTOMER USE OF CERTAIN TECHNOLOGIES Human Rights or Human Capital/workforce Shareholder FOR 3
AMAZON.COM INC. 2024-05-22 SHAREHOLDER PROPOSAL REQUESTING ADDITIONAL REPORTING ON FREEDOM OF ASSOCIATION Human Rights or Human Capital/workforce Shareholder FOR 3
AMAZON.COM INC. 2024-05-22 SHAREHOLDER PROPOSAL REQUESTING ADDITIONAL REPORTING ON STAKEHOLDER IMPACTS Environment or Climate Shareholder FOR 3
BANK OF AMERICA CORP. 2024-04-24 Shareholder proposal requesting report on lobbying alignment with Bank of America's climate goals Environment or Climate Shareholder FOR 3
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 3
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 3
CONSTELLATION BRANDS INC. 2023-07-18 Stockholder proposal on circular packaging. Environment or Climate Shareholder FOR 3
CONSTELLATION BRANDS INC. 2023-07-18 Stockholder proposal on greenhouse gas emissions. Environment or Climate Shareholder FOR 3
KRAFT HEINZ CO. 2024-05-02 Stockholder Proposal - Report on group-housed pork, if properly presented. Other Social Issues Shareholder FOR 3
KRAFT HEINZ CO. 2024-05-02 Stockholder Proposal - Report on recyclability claims, if properly presented. Environment or Climate Shareholder FOR 3
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 3
MASTERCARD INC. 2024-06-18 Consideration of a stockholder proposal requesting transparency in lobbying Other Social Issues Shareholder FOR 3
META PLATFORMS INC. 2024-05-29 A shareholder proposal regarding report on human rights risks in non-US markets. Other Social Issues Shareholder FOR 3
MORGAN STANLEY 2024-05-23 Shareholder proposal regarding transparency in lobbying Other Social Issues Shareholder FOR 3
MORGAN STANLEY 2024-05-23 Shareholder proposal requesting a clean energy supply financing ratio Environment or Climate Shareholder FOR 3
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 3
SKYWORKS SOLUTIONS INC. 2024-05-14 To approve a stockholder proposal regarding adoption of greenhouse gas emissions reduction targets. Environment or Climate Shareholder FOR 3
TESLA INC. 2024-06-13 A stockholder proposal regarding adoption of a freedom of association and collective bargaining policy, if properly presented. Human Rights or Human Capital/workforce Shareholder FOR 3
AMERICAN EXPRESS CO. 2024-05-06 Shareholder proposal relating to climate lobbying. Environment or Climate Shareholder FOR 2
BERKSHIRE HATHAWAY INC. 2024-05-04 Shareholder proposal regarding how the Company intends to measure, disclose and reduce GHG emissions associated with its underwriting, insuring and investing activities. Environment or Climate Shareholder FOR 2
BERKSHIRE HATHAWAY INC. 2024-05-04 Shareholder proposal requesting that the Board of Directors disclose in a consolidated annual report GHG emissions data by scope, as well as progress toward its net-zero decarbonization goal, for Berkshire Hathaway Energy. Environment or Climate Shareholder FOR 2
CATERPILLAR INC. 2024-06-12 Shareholder Proposal - Lobbying Disclosure Other Social Issues Shareholder FOR 2
CENTENE CORP. 2024-05-14 STOCKHOLDER PROPOSAL FOR MANAGING CLIMATE RISK THROUGH SCIENCE-BASED TARGETS AND TRANSITION PLANNING. Environment or Climate Shareholder FOR 2
CHIPOTLE MEXICAN GRILL INC. 2024-06-06 Shareholder Proposal - Requesting a report on adoption of automation. Other Social Issues Shareholder FOR 2
CHIPOTLE MEXICAN GRILL INC. 2024-06-06 Shareholder Proposal - Requesting an audit of safety practices. Human Rights or Human Capital/workforce Shareholder FOR 2
CVS HEALTH CORP. 2024-05-16 Stockholder Proposal Requesting an Independent, Third Party Worker Rights Assessment and Report. Human Rights or Human Capital/workforce 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
DELTA AIR LINES INC. 2024-06-20 A shareholder proposal requesting the adoption of a non-interference policy. Human Rights or Human Capital/workforce Shareholder FOR 2
DICK'S SPORTING GOODS INC. 2024-06-12 Stockholder proposal requesting that the Board adopt a policy requiring the Company to publicly disclose its EEO-1 report. Diversity, Equity, and Inclusion Shareholder FOR 2
DOW INC. 2024-04-11 Stockholder Proposal - Single-Use Plastics Report Environment or Climate Shareholder FOR 2
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 2
FEDEX CORP. 2023-09-21 Stockholder proposal regarding a "Just Transition" report. Environment or Climate Shareholder FOR 2
GLOBAL PAYMENTS INC. 2024-04-25 Advisory shareholder proposal on transparency in political spending. Other Social Issues Shareholder FOR 2
GOLDMAN SACHS GROUP INC. 2024-04-24 Shareholder Proposal Regarding Disclosure of Clean Energy Supply Financing Ratio Environment or Climate Shareholder FOR 2
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 2
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 2
HERSHEY CO. 2024-05-06 Stockholder Proposal titled "Public Report on Living Wage & Income." Other Social Issues Shareholder FOR 2
HERSHEY CO. 2024-05-06 Stockholder Proposal titled "Public Report on Packaging Reuse & Recycling." Environment or Climate Shareholder FOR 2

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Built 2026-10-04 from SEC Form N-PX filings.