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Lincoln Financial 2023-2024: where it broke with the board

Two kinds of vote are listed: a board-sponsored proposal Lincoln Financial voted AGAINST or withheld on, and a shareholder proposal it voted FOR, with the board’s recommendation on it where the filings show one. A FOR vote on a proposal the board supported, or took no position on, is listed and labelled, but it is not a vote against the board. 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

250 proposals. Every shareholder proposal Lincoln Financial backed in 2023-2024 is listed here.

Lincoln Financial, 2023-2024 proxy season. Who put a proposal on the ballot is taken from the filer’s own N-PX answer (Item 1(h)), or, marked “inferred”, from its category and wording where the filing does not say; see how we count these.
CompanyMeetingProposalCategory On the ballot fromBoard recommendedLincoln Financial votedFunds
INTERNATIONAL BUSINESS MACHINES CORP. April 30, 2024 Stockholder Proposal Requesting a Public Report on Climate Lobbying Environment or Climate Shareholder Against FOR 1
INTERNATIONAL BUSINESS MACHINES CORP. April 30, 2024 Stockholder Proposal Requesting a Public Report on Lobbying Activities Other Social Issues Shareholder Against FOR 1
INTERNATIONAL BUSINESS MACHINES CORP. April 30, 2024 Stockholder Proposal Requesting the Adoption of Greenhouse Gas Emissions Targets Environment or Climate Shareholder Against FOR 1
INTERNATIONAL PAPER CO. May 13, 2024 Shareowner Proposal Concerning a Report on the Company's LGBTQ+ Equity and Inclusions Efforts Human Rights or Human Capital/workforce Shareholder Against FOR 1
ITT INC. May 15, 2024 A shareholder proposal regarding political spending Other Social Issues Shareholder Against FOR 1
KELLANOVA April 26, 2024 Shareowner proposal requesting racial and gender pay gap disclosures, if properly presented at the meeting. Diversity, Equity, and Inclusion Shareholder Against FOR 1
KELLANOVA April 26, 2024 Shareowner proposal requesting the Company report on the risks to the Company associated with pesticide use in its supply chain, if properly presented at meeting. Environment or Climate Shareholder Against FOR 1
KRAFT HEINZ CO. May 2, 2024 Stockholder Proposal - Report on group-housed pork, if properly presented. Other Social Issues Shareholder Not determined FOR 1
KROGER CO. June 27, 2024 Just Transition Report. Environment or Climate Shareholder Against FOR 1
MARRIOTT INTERNATIONAL INC. May 10, 2024 STOCKHOLDER RESOLUTION REQUESTING THE COMPANY ANNUALLY PREPARE A RACIAL AND GENDER PAY GAP REPORT Diversity, Equity, and Inclusion Shareholder Against FOR 1
MESA LABORATORIES INC. August 25, 2023 To approve the shareholder proposal to measure and annually present scope 1 through 3 greenhouse gas emissions. Environment or Climate Shareholder Against FOR 1
META PLATFORMS INC. April 1, 2024 A shareholder proposal regarding report on generative AI misinformation and disinformation risks. Other Social Issues Shareholder Against FOR 1
META PLATFORMS INC. April 1, 2024 A shareholder proposal regarding report on human rights risks in non-US markets. Human Rights or Human Capital/workforce Shareholder Against FOR 1
MICROSOFT CORP. September 29, 2023 Report on AI Misinformation and Disinformation (The Board recommends a vote AGAINST this proposal) Other Social Issues Shareholder Against FOR 1
MICROSOFT CORP. September 29, 2023 Report on Risks of Weapons Development (The Board recommends a vote AGAINST this proposal) Other Social Issues Shareholder Against FOR 1
MORGAN STANLEY March 25, 2024 Shareholder proposal regarding transparency in lobbying. Other Social Issues Shareholder Against FOR 1
MORGAN STANLEY March 25, 2024 Shareholder proposal requesting a clean energy supply financing ratio. Environment or Climate Shareholder Against FOR 1
NEXTERA ENERGY INC. May 23, 2024 A proposal entitled "Board Matrix" requesting a chart of individual Director self-identified gender, race/ethnicity and skills Diversity, Equity, and Inclusion Shareholder Against FOR 1
NEXTERA ENERGY INC. May 23, 2024 A proposal entitled "Climate Lobbying Report" requesting a report on the Company's lobbying and trade association memberships in relation to the Company's emissions goal Environment or Climate Shareholder Against FOR 1
NOODLES & CO. May 15, 2024 To vote on a stockholder proposal regarding greenhouse gas emissions disclosures. Environment or Climate Shareholder Against FOR 1
NORFOLK SOUTHERN CORP. May 9, 2024 A Shareholder proposal regarding an annual report on lobbying activities, policies and communications. Other Social Issues Shareholder Not determined FOR 1
NVR INC. May 7, 2024 Shareholder proposal to expand political spending disclosure. Other Social Issues Shareholder Against FOR 1
NVR INC. May 7, 2024 Shareholder proposal to publish report on impact of DIVERSITY, EQUITY, AND INCLUSION efFORts. Diversity, Equity, and Inclusion Shareholder Not determined FOR 1
PNC FINANCIAL SERVICES GROUP INC. April 24, 2024 Shareholder proposal regarding report on risk management and implementation of PNC's Human Rights Statement in financing. Human Rights or Human Capital/workforce Shareholder Against FOR 1
PROCTER & GAMBLE CO. October 10, 2023 Shareholder Proposal - Request to Require Shareholder Approval for Certain Future Amendments to Company Regulations Human Rights or Human Capital/workforce Shareholder Against FOR 1
REPUBLIC SERVICES INC. May 23, 2024 Shareholder proposal to report on stakeholder impact from the Company's climate change strategy. Environment or Climate Shareholder Against FOR 1
SKYWEST INC. May 7, 2024 A shareholder proposal regarding collective bargaining policy. Human Rights or Human Capital/workforce Shareholder Against FOR 1
SKYWORKS SOLUTIONS INC. May 14, 2024 To approve a stockholder proposal regarding adoption of greenhouse gas emissions reduction targets. Environment or Climate Shareholder Against FOR 1
SMITH & WESSON BRANDS INC. September 19, 2023 A stockholder proposal (human rights impact assessment). Human Rights or Human Capital/workforce Shareholder Against FOR 1
STRIDE INC. December 7, 2023 Approval of the stockholder proposal regarding a report on lobbying; and Other Social Issues Shareholder Against FOR 1
TENET HEALTHCARE CORP. May 22, 2024 To report on risk mitigation regarding state restrictions for emergency abortions. Other Social Issues Shareholder Against FOR 1
TESLA INC. June 13, 2024 A stockholder proposal regarding annual reporting on anti-harassment and discrimination efFORts, if properly presented. Human Rights or Human Capital/workforce Shareholder Not determined FOR 1
TJX COMPANIES INC. June 4, 2024 Shareholder proposal for a report on effectiveness of social compliance efforts in TJX's supply chain Human Rights or Human Capital/workforce Shareholder Not determined FOR 1
TRAVELERS COMPANIES INC. May 15, 2024 Shareholder proposal relating to GHG emissions, if presented at the Annual Meeting of Shareholders. Environment or Climate Shareholder Against FOR 1
TRAVELERS COMPANIES INC. May 15, 2024 Shareholder proposal relating to a report on methane in the energy sector, if presented at the Annual Meeting of Shareholders. Environment or Climate Shareholder Against FOR 1
TRAVELERS COMPANIES INC. May 15, 2024 Shareholder proposal relating to human rights risks in underwriting, if presented at the Annual Meeting of Shareholders. Human Rights or Human Capital/workforce Shareholder Against FOR 1
TYSON FOODS INC. February 8, 2024 Shareholder proposal regarding ` Tyson Foods' labor practices Human Rights or Human Capital/workforce Shareholder Against FOR 1
TYSON FOODS INC. February 8, 2024 Shareholder proposal regarding a circular economy for packaging Environment or Climate Shareholder Against FOR 1
TYSON FOODS INC. February 8, 2024 Shareholder proposal regarding a circular economy for packaging. Environment or Climate Shareholder Against FOR 1
UBER TECHNOLOGIES INC. May 6, 2024 Stockholder proposal to prepare an independent third-party audit on Driver health and safety. Human Rights or Human Capital/workforce Shareholder Against FOR 1
UNITED PARCEL SERVICE INC. May 2, 2024 To prepare a report on the risks arising from voluntary carbon-reduction commitments Environment or Climate Shareholder Not determined FOR 1
VERIZON COMMUNICATIONS INC. May 9, 2024 Lead-sheathed cable report Environment or Climate Shareholder Not determined FOR 1
VERIZON COMMUNICATIONS INC. May 9, 2024 Lobbying activities report Other Social Issues Shareholder Not determined FOR 1
WEIS MARKETS INC. May 2, 2024 Shareholder proposal requesting a report on how the Company is addressing climate-change related risks in its Supply Chain. Environment or Climate Shareholder Against FOR 1
WELLS FARGO & CO. April 30, 2024 Shareholder Proposal - Annual Climate Lobbying Congruency Report. Environment or Climate Shareholder Against FOR 1
WELLS FARGO & CO. April 30, 2024 Shareholder Proposal - Annual Report on Congruency of Political Spending and Corporate Values. Other Social Issues Shareholder Against FOR 1
WELLS FARGO & CO. April 30, 2024 Shareholder Proposal - Report on Respecting Indigenous Peoples' Rights. Human Rights or Human Capital/workforce Shareholder Against FOR 1
WELLS FARGO & CO. April 30, 2024 Shareholder Proposal - Transparency in Lobbying Annual Report. Other Social Issues Shareholder Against FOR 1
WENDY'S CO. May 21, 2024 Stockholder proposal regarding cage-free eggs, if properly presented at the Annual Meeting. Other Social Issues Shareholder Against FOR 1
WENDY'S CO. May 21, 2024 Stockholder proposal requesting a racial equity audit, if properly presented at the Annual Meeting. Diversity, Equity, and Inclusion Shareholder Against FOR 1

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Built October 25, 2026 from SEC Form N-PX filings.