Home › Asset managers › Compare 2023-2024 › Brighthouse vs Jackson National
Note on Brighthouse: its funds did not all vote the same way on 11.4% of the 112,275 ballot items it voted. Those items are not in the percentage above; the ones it shares with this pair are listed under “Split votes”.
Brighthouse 2023-2024 · Jackson National 2023-2024 · Download the item list (CSV)
| Common items | Same | Differ | Split (not in %) | Same position | Fund-level | |
|---|---|---|---|---|---|---|
| All ballot items | 17,897 | 13,062 | 712 | 4,123 | 94.8% | 85.9% |
| Board proposals | 14,879 | 10,895 | 668 | 3,316 | 94.2% | 86.0% |
| E&S shareholder proposals | 328 | 30 | 5 | 293 | 85.7% | 42.5% |
| Other items | 2,690 | 2,137 | 39 | 514 | 98.2% | 90.5% |
Everything Voted differently Split votes
All ballot items Board proposals E&S shareholder proposals Other items
298 items. “Voted differently”: each manager’s funds all voted one way, and the two ways differ. “Split”: at least one manager’s funds did not all vote the same way.
| Company | Meeting | Proposal | On the ballot from | Board recommended | Brighthouse | Jackson National |
|---|---|---|---|---|---|---|
| MICROSOFT CORP. | December 7, 2023 | Report on Government Takedown Requests Environment or Climate |
Shareholder (E&S) | Against | Split 9 AGAINST, 4 ABSTAIN |
AGAINST 28 funds |
| MICROSOFT CORP. | December 7, 2023 | Report on Risk from Omitting Ideology in EEO Policy Environment or Climate |
Shareholder (E&S) | Against | Split 9 AGAINST, 4 ABSTAIN |
AGAINST 28 funds |
| MICROSOFT CORP. | December 7, 2023 | Report on Risks of Weapons Development Other Social Issues |
Shareholder (E&S) | Against | Split 10 AGAINST, 4 ABSTAIN |
Split 1 FOR, 26 AGAINST |
| MICROSOFT CORP. | December 7, 2023 | Report on Tax Transparency Other Social Issues |
Shareholder (E&S) | Against | Split 1 FOR, 8 AGAINST, 4 ABSTAIN |
AGAINST 27 funds |
| MONDELEZ INTERNATIONAL INC. | May 22, 2024 | 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 (E&S) | Against | Split 1 FOR, 2 AGAINST, 6 ABSTAIN |
AGAINST 14 funds |
| MONDELEZ INTERNATIONAL INC. | May 22, 2024 | Shareholder proposal requesting an Audit Committee subcommittee study on Company affiliations; Other Social Issues |
Shareholder (E&S) | Against | Split 2 AGAINST, 3 ABSTAIN |
AGAINST 14 funds |
| MONDELEZ INTERNATIONAL INC. | May 22, 2024 | Shareholder proposal requesting third-party report assessing effectiveness of implementation of human rights policy; and Human Rights or Human Capital/workforce |
Shareholder (E&S) | Against | Split 2 FOR, 1 AGAINST, 6 ABSTAIN |
Split 1 FOR, 13 AGAINST |
| MORGAN STANLEY | May 23, 2024 | Shareholder proposal regarding transparency in lobbying Other Social Issues |
Shareholder (E&S) | Against | Split 3 FOR, 2 AGAINST, 3 ABSTAIN |
Split 5 FOR, 11 AGAINST |
| MORGAN STANLEY | May 23, 2024 | Shareholder proposal requesting a clean energy supply financing ratio Environment or Climate |
Shareholder (E&S) | Against | Split 1 FOR, 4 AGAINST, 3 ABSTAIN |
Split 1 FOR, 15 AGAINST |
| MORGAN STANLEY | May 23, 2024 | Shareholder proposal requesting a report on risks of politicized de-banking Environment or Climate |
Shareholder (E&S) | Against | Split 5 AGAINST, 3 ABSTAIN |
AGAINST 16 funds |
| MSCI INC. | April 23, 2024 | To approve shareholder proposal to report on "Chinese military-industry companies" in Company indices. Human Rights or Human Capital/workforce |
Shareholder (E&S) | Against | Split 2 AGAINST, 5 ABSTAIN |
AGAINST 14 funds |
| NETFLIX INC. | June 6, 2024 | Stockholder proposal entitled, "Corporate Financial Sustainability Proposal," if properly presented at the meeting. Environment or Climate |
Shareholder (E&S) | Against | Split 6 AGAINST, 3 ABSTAIN |
AGAINST 22 funds |
| NETFLIX INC. | June 6, 2024 | Stockholder proposal entitled, "Report on Netflix's Use of Artificial Intelligence," if properly presented at the meeting. Other Social Issues |
Shareholder (E&S) | Against | Split 1 FOR, 5 AGAINST, 3 ABSTAIN |
Split 2 FOR, 20 AGAINST |
| 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 (E&S) | Against | AGAINST 1 fund |
Split 2 FOR, 16 AGAINST |
| NIKE INC. | September 12, 2023 | To consider a shareholder proposal regarding Supplemental Pay Equity Disclosure, if properly presented at the meeting. Diversity, Equity, and Inclusion |
Shareholder (E&S) | Against | Split 1 FOR, 7 AGAINST, 8 ABSTAIN |
Split 2 FOR, 15 AGAINST |
| NIKE INC. | September 12, 2023 | To consider a shareholder proposal regarding a Supply Chain Management Report, if properly presented at the meeting. Human Rights or Human Capital/workforce |
Shareholder (E&S) | Against | Split 1 FOR, 8 AGAINST, 8 ABSTAIN |
AGAINST 17 funds |
| NORFOLK SOUTHERN CORP. | May 9, 2024 | A Shareholder proposal regarding an annual report on lobbying activities, policies and communications. Other Social Issues |
Shareholder (E&S) | Contested | Split 4 FOR, 1 AGAINST, 1 ABSTAIN |
Split 2 FOR, 8 AGAINST |
| NORTHROP GRUMMAN CORP. | May 15, 2024 | 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 (E&S) | Against | Split 4 AGAINST, 3 ABSTAIN |
AGAINST 18 funds |
| OCCIDENTAL PETROLEUM CORP. | May 2, 2024 | Shareholder Proposal Requesting an Annual Report on Lobbying Other Social Issues |
Shareholder (E&S) | Not determined | Split 2 FOR, 2 ABSTAIN |
AGAINST 8 funds |
| ORACLE CORP. | November 15, 2023 | Stockholder Proposal Regarding Pay Gap Report Diversity, Equity, and Inclusion |
Shareholder (E&S) | Against | Split 3 FOR, 1 AGAINST, 2 ABSTAIN |
Split 4 FOR, 10 AGAINST |
| PACCAR INC | April 30, 2024 | Stockholder proposal regarding a report on climate-related policy engagement Environment or Climate |
Shareholder (E&S) | Against | Split 1 FOR, 1 AGAINST, 4 ABSTAIN |
AGAINST 11 funds |
| PEPSICO INC. | May 1, 2024 | Shareholder Proposal - Report on Gender-Based Compensation Gaps and Associated Risks. Environment or Climate |
Shareholder (E&S) | Not determined | Split 4 AGAINST, 10 ABSTAIN |
AGAINST 15 funds |
| PEPSICO INC. | May 1, 2024 | Shareholder Proposal - Report on Risks Created by the Company's Diversity, Equity and Inclusion Efforts. Environment or Climate |
Shareholder (E&S) | Not determined | Split 1 AGAINST, 3 ABSTAIN |
AGAINST 15 funds |
| PFIZER INC. | April 25, 2024 | Publish a Congruency Report on Political, Lobbying, Electioneering Expenditures Other Social Issues |
Shareholder (E&S) | Against | Split 6 AGAINST, 6 ABSTAIN |
Split 1 FOR, 15 AGAINST |
| PFIZER INC. | April 25, 2024 | Publish a Report on Corporate Contributions Other Social Issues |
Shareholder (E&S) | Against | Split 6 AGAINST, 6 ABSTAIN |
AGAINST 16 funds |
| PHILLIPS 66 | May 15, 2024 | Shareholder proposal requesting report analyzing the impact of the "System Change Scenario" on the Chemicals business. Environment or Climate |
Shareholder (E&S) | Against | Split 3 AGAINST, 2 ABSTAIN |
AGAINST 19 funds |
| 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 (E&S) | Against | Split 4 AGAINST, 1 ABSTAIN |
AGAINST 16 funds |
| PREFORMED LINE PRODUCTS CO. | May 7, 2024 | To vote on shareholder proposal requesting that the Board of Directors prepare a report by January 2025, at reasonable expense and omitting proprietary information, on steps the Company is taking to enhance board diversity; and Diversity, Equity, and Inclusion |
Shareholder (E&S) | Against | Split 1 FOR, 1 ABSTAIN |
AGAINST 2 funds |
| PROCTER & GAMBLE CO. | October 10, 2023 | Shareholder Proposal - Annual Report on Operations in China Human Rights or Human Capital/workforce |
Shareholder (E&S) | Against | Split 4 AGAINST, 8 ABSTAIN |
AGAINST 19 funds |
| PROCTER & GAMBLE CO. | October 10, 2023 | Shareholder Proposal - Civil Rights Audit of Reverse Discrimination Environment or Climate |
Shareholder (E&S) | Against | Split 5 AGAINST, 8 ABSTAIN |
AGAINST 19 funds |
| QUEST DIAGNOSTICS INC. | May 16, 2024 | Stockholder proposal regarding managing climate risk through science-based targets and transition planning Environment or Climate |
Shareholder (E&S) | Against | Split 3 FOR, 2 ABSTAIN |
Split 2 FOR, 8 AGAINST |
| REGIONS FINANCIAL CORP. | April 17, 2024 | Shareholder Proposal Relating to a Report on the Risks of Politicized De-Banking. Environment or Climate |
Shareholder (E&S) | Against | Split 3 AGAINST, 4 ABSTAIN |
AGAINST 11 funds |
| ROSS STORES INC. | May 22, 2024 | 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 (E&S) | Against | Split 3 FOR, 3 AGAINST, 11 ABSTAIN |
AGAINST 15 funds |
| RTX CORP. | May 2, 2024 | Shareowner Proposal Requesting a Human Rights Impact Assessment Human Rights or Human Capital/workforce |
Shareholder (E&S) | Not determined | Split 7 AGAINST, 5 ABSTAIN |
Split 1 FOR, 15 AGAINST |
| RTX CORP. | May 2, 2024 | Shareowner Proposal Requesting a Lobbying Transparency Report Other Social Issues |
Shareholder (E&S) | Not determined | Split 6 FOR, 1 AGAINST, 5 ABSTAIN |
Split 4 FOR, 12 AGAINST |
| RTX CORP. | May 2, 2024 | Shareowner Proposal Requesting a Report on Full Value Chain Emissions Reduction Plan Environment or Climate |
Shareholder (E&S) | Not determined | Split 6 FOR, 1 AGAINST, 5 ABSTAIN |
Split 2 FOR, 14 AGAINST |
| RYDER SYSTEM INC. | May 3, 2024 | To vote, on an advisory basis, on a shareholder proposal regarding managing climate risk through science-based targets and transition planning. Environment or Climate |
Shareholder (E&S) | Against | Split 3 AGAINST, 2 ABSTAIN |
AGAINST 7 funds |
| RYDER SYSTEM INC. | May 3, 2024 | To vote, on an advisory basis, on a shareholder proposal regarding the Company's climate change strategy and related impacts on employment. Environment or Climate |
Shareholder (E&S) | Against | Split 3 FOR, 2 ABSTAIN |
AGAINST 7 funds |
| SALESFORCE INC. | June 27, 2024 | A stockholder proposal requesting a report on viewpoint restriction risks, if properly presented at the meeting. Environment or Climate |
Shareholder (E&S) | Against | Split 7 AGAINST, 4 ABSTAIN |
AGAINST 21 funds |
| SEMPRA | May 9, 2024 | Shareholder proposal requesting a report on certain safety and environmental matters Human Rights or Human Capital/workforce |
Shareholder (E&S) | Not determined | Split 2 FOR, 1 AGAINST, 3 ABSTAIN |
AGAINST 13 funds |
| SKECHERS U.S.A. INC. | May 23, 2024 | Stockholder proposal requesting our company to publicly disclose a timeline for meeting and disclosing our value chain emissions. Environment or Climate |
Shareholder (E&S) | Against | Split 1 FOR, 3 ABSTAIN |
Split 2 FOR, 7 AGAINST |
| SKYWEST INC. | May 7, 2024 | A shareholder proposal regarding collective bargaining policy Human Rights or Human Capital/workforce |
Shareholder (E&S) | Against | AGAINST 1 fund |
Split 3 FOR, 2 AGAINST |
| SKYWORKS SOLUTIONS INC. | May 14, 2024 | To approve a stockholder proposal regarding adoption of greenhouse gas emissions reduction targets. Environment or Climate |
Shareholder (E&S) | Against | Split 2 FOR, 5 ABSTAIN |
Split 1 FOR, 8 AGAINST |
| SONOCO PRODUCTS CO. | April 17, 2024 | Advisory (non-binding) shareholder proposal regarding transparency in political spending. Other Social Issues |
Shareholder (E&S) | Against | Split 2 FOR, 3 ABSTAIN |
AGAINST 7 funds |
| SOUTHERN CO. | May 22, 2024 | Stockholder proposal regarding disclosing short-, medium-, and long-term operational GHG targets Environment or Climate |
Shareholder (E&S) | Against | Split 1 FOR, 5 AGAINST, 3 ABSTAIN |
AGAINST 13 funds |
| SPARTANNASH CO. | May 22, 2024 | Shareholder proposal regarding animal welfare, if properly presented at the Annual Meeting. Other Social Issues |
Shareholder (E&S) | Against | Split 1 AGAINST, 2 ABSTAIN |
AGAINST 4 funds |
| STARBUCKS CORP. | March 13, 2024 | Shareholder proposal requesting a report on direct and systemic discrimination. Environment or Climate |
Shareholder (E&S) | Contested | Split 4 AGAINST, 6 ABSTAIN |
AGAINST 14 funds |
| STARBUCKS CORP. | March 13, 2024 | Shareholder proposal requesting a report on human rights policies. Human Rights or Human Capital/workforce |
Shareholder (E&S) | Contested | Split 4 AGAINST, 6 ABSTAIN |
AGAINST 14 funds |
| STARBUCKS CORP. | March 13, 2024 | Shareholder proposal requesting a report on plant-based milk pricing. Environment or Climate |
Shareholder (E&S) | Contested | Split 4 AGAINST, 6 ABSTAIN |
AGAINST 14 funds |
| STRIDE INC. | December 7, 2023 | Approval of the stockholder proposal regarding a report on lobbying Other Social Issues |
Shareholder (E&S) | Against | FOR 1 fund |
Split 1 FOR, 3 AGAINST |
| STRYKER CORP. | May 9, 2024 | Shareholder Proposal on Transparency in Political Spending Other Social Issues |
Shareholder (E&S) | Not determined | AGAINST 1 fund |
Split 5 FOR, 10 AGAINST |
| SYSCO CORP. | November 17, 2023 | To consider a stockholder proposal related to re-establishing a policy for eliminating or reducing gestation crates in the Company's pork supply chain. Other Social Issues |
Shareholder (E&S) | Against | Split 4 FOR, 1 AGAINST, 7 ABSTAIN |
Split 1 FOR, 11 AGAINST |
| TARGET CORP. | June 12, 2024 | Shareholder proposal requesting a report on Target's partnerships with, charitable contributions to, and other support for certain organizations. Other Social Issues |
Shareholder (E&S) | Against | Split 4 AGAINST, 2 ABSTAIN |
AGAINST 12 funds |
| TESLA INC. | June 13, 2024 | A stockholder proposal regarding adoption of a freedom of association and collective bargaining policy, if properly presented. Human Rights or Human Capital/workforce |
Shareholder (E&S) | Against | Split 2 FOR, 5 AGAINST, 12 ABSTAIN |
AGAINST 17 funds |
| 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 (E&S) | Against | Split 5 FOR, 2 AGAINST, 12 ABSTAIN |
Split 8 FOR, 9 AGAINST |
| TESLA INC. | June 13, 2024 | A stockholder proposal regarding committing to a moratorium on sourcing minerals from deep sea mining, if properly presented. Environment or Climate |
Shareholder (E&S) | Against | Split 1 FOR, 6 AGAINST, 12 ABSTAIN |
Split 2 FOR, 15 AGAINST |
| TESLA INC. | June 13, 2024 | A stockholder proposal regarding reporting on effects and risks associated with electromagnetic radiation and wireless technologies, if properly presented. Environment or Climate |
Shareholder (E&S) | Against | Split 7 AGAINST, 12 ABSTAIN |
AGAINST 17 funds |
| TEXAS INSTRUMENTS INC. | April 25, 2024 | Stockholder proposal to report on due diligence efforts to identify risks associated with product misuse. Human Rights or Human Capital/workforce |
Shareholder (E&S) | Against | Split 9 AGAINST, 5 ABSTAIN |
Split 1 FOR, 16 AGAINST |
| TEXAS ROADHOUSE INC. | May 16, 2024 | An Advisory Vote on a Shareholder Proposal Regarding the Issuance of a Climate Report. Environment or Climate |
Shareholder (E&S) | Against | Split 1 FOR, 7 AGAINST, 4 ABSTAIN |
AGAINST 9 funds |
| THE TIMKEN COMPANY | May 3, 2024 | Consideration of a shareholder proposal requesting that The Timken Company adopt independently-verified short- and medium-term science-based greenhouse gas emissions reduction targets, inclusive of emissions from its full value chain, in order to achieve net-zero emissions by 2050 in line with the Paris Agreement's goal of limiting global temperature rise to 1.5 degrees Celsius Environment or Climate |
Shareholder (E&S) | Against | Split 2 FOR, 1 AGAINST, 4 ABSTAIN |
AGAINST 9 funds |
| THE 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 (E&S) | Against | Split 1 FOR, 6 AGAINST, 9 ABSTAIN |
AGAINST 16 funds |
| THE TRAVELERS COMPANIES, INC. | May 15, 2024 | Shareholder proposal relating to CEO pay ratio and executive compensation, if presented at the Annual Meeting of Shareholders Diversity, Equity, and Inclusion |
Shareholder (E&S) | Against | Split 4 AGAINST, 7 ABSTAIN |
AGAINST 16 funds |
| THE TRAVELERS COMPANIES, INC. | May 15, 2024 | Shareholder proposal relating to GHG emissions, if presented at the Annual Meeting of Shareholders Environment or Climate |
Shareholder (E&S) | Against | Split 4 AGAINST, 7 ABSTAIN |
AGAINST 16 funds |
| THE 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 (E&S) | Against | Split 4 AGAINST, 7 ABSTAIN |
AGAINST 16 funds |
| THE 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 (E&S) | Against | Split 4 AGAINST, 7 ABSTAIN |
AGAINST 16 funds |
| THE WALT DISNEY COMPANY | April 3, 2024 | Shareholder Proposal, if properly presented, requesting a gender transitioning compensation and benefits report. Other Social Issues |
Shareholder (E&S) | Contested | Split 1 AGAINST, 1 ABSTAIN |
AGAINST 10 funds |
| THE WALT DISNEY COMPANY | April 3, 2024 | Shareholder Proposal, if properly presented, requesting a political expenditures report. Other Social Issues |
Shareholder (E&S) | Contested | Split 1 FOR, 1 ABSTAIN |
AGAINST 10 funds |
| THE WALT DISNEY COMPANY | April 3, 2024 | Shareholder Proposal, if properly presented, requesting publication of recipients of charitable contributions. Other Social Issues |
Shareholder (E&S) | Contested | Split 1 AGAINST, 1 ABSTAIN |
AGAINST 10 funds |
| THE WENDY'S COMPANY | May 21, 2024 | Stockholder proposal regarding cage-free eggs, if properly presented at the Annual Meeting. Environment or Climate |
Shareholder (E&S) | Against | Split 3 FOR, 3 ABSTAIN |
Split 1 FOR, 7 AGAINST |
| THE WENDY'S COMPANY | May 21, 2024 | Stockholder proposal requesting a racial equity audit, if properly presented at the Annual Meeting Human Rights or Human Capital/workforce |
Shareholder (E&S) | Against | Split 3 AGAINST, 3 ABSTAIN |
AGAINST 8 funds |
| TRUIST FINANCIAL CORP. | April 23, 2024 | Shareholder proposal regarding a report on Board oversight of risks related to discrimination, if properly presented at the Annual Meeting. Environment or Climate |
Shareholder (E&S) | Against | Split 1 FOR, 2 AGAINST, 3 ABSTAIN |
AGAINST 13 funds |
| TRUIST FINANCIAL CORP. | April 23, 2024 | Shareholder proposal regarding an annual report on lobbying activities, if properly presented at the Annual Meeting. Other Social Issues |
Shareholder (E&S) | Against | Split 2 FOR, 1 AGAINST, 3 ABSTAIN |
Split 2 FOR, 11 AGAINST |
| UNITED PARCEL SERVICE INC. | May 2, 2024 | To prepare a report on the risks arising from voluntary carbon-reduction commitments. Environment or Climate |
Shareholder (E&S) | Not determined | Split 1 FOR, 4 AGAINST, 7 ABSTAIN |
Split 3 FOR, 16 AGAINST |
| UNITED PARCEL SERVICE INC. | May 2, 2024 | To prepare an annual report on the effectiveness of UPS's diversity, equity and inclusion efforts. Diversity, Equity, and Inclusion |
Shareholder (E&S) | Not determined | Split 2 FOR, 3 AGAINST, 7 ABSTAIN |
Split 3 FOR, 16 AGAINST |
| UNITEDHEALTH GROUP INC. | June 3, 2024 | If properly presented at the 2024 Annual Meeting of Shareholders, the shareholder proposal requiring a political contributions congruency report. Other Social Issues |
Shareholder (E&S) | Against | Split 2 FOR, 8 AGAINST, 9 ABSTAIN |
Split 2 FOR, 24 AGAINST |
| VERIZON COMMUNICATIONS INC. | May 9, 2024 | Civil liberties in digital services Environment or Climate |
Shareholder (E&S) | Not determined | Split 4 AGAINST, 6 ABSTAIN |
AGAINST 15 funds |
| VERIZON COMMUNICATIONS INC. | May 9, 2024 | Lead-sheathed cable report Environment or Climate |
Shareholder (E&S) | Not determined | Split 4 AGAINST, 6 ABSTAIN |
AGAINST 15 funds |
| VERIZON COMMUNICATIONS INC. | May 9, 2024 | Lobbying activities report Other Social Issues |
Shareholder (E&S) | Not determined | Split 1 FOR, 3 AGAINST, 6 ABSTAIN |
Split 1 FOR, 14 AGAINST |
| VERIZON COMMUNICATIONS INC. | May 9, 2024 | Political expenditures misalignment Other Social Issues |
Shareholder (E&S) | Not determined | Split 1 FOR, 3 AGAINST, 6 ABSTAIN |
AGAINST 15 funds |
| VERIZON COMMUNICATIONS INC. | May 9, 2024 | Prohibit political contributions study Other Social Issues |
Shareholder (E&S) | Not determined | Split 4 AGAINST, 6 ABSTAIN |
AGAINST 15 funds |
| VERTEX PHARMACEUTICALS INC. | May 15, 2024 | Shareholder proposal, if properly presented at the meeting, regarding a report on racial and gender pay gaps. Diversity, Equity, and Inclusion |
Shareholder (E&S) | Against | Split 2 FOR, 6 AGAINST, 9 ABSTAIN |
Split 1 FOR, 17 AGAINST |
| WALGREENS BOOTS ALLIANCE INC. | January 25, 2024 | Stockholder proposal requesting a report on the risks of reproductive healthcare legislation. Other Social Issues |
Shareholder (E&S) | Against | Split 1 FOR, 1 AGAINST, 6 ABSTAIN |
AGAINST 11 funds |
| WALMART INC. | June 5, 2024 | Corporate Financial Sustainability Report Environment or Climate |
Shareholder (E&S) | Against | Split 2 AGAINST, 2 ABSTAIN |
AGAINST 16 funds |
| WALMART INC. | June 5, 2024 | Publication of Targets for Transitioning from Gestation Crates in Pork Supply Chain Other Social Issues |
Shareholder (E&S) | Against | Split 2 FOR, 1 AGAINST, 10 ABSTAIN |
Split 1 FOR, 15 AGAINST |
| WALMART INC. | June 5, 2024 | Racial Equity Audit Diversity, Equity, and Inclusion |
Shareholder (E&S) | Against | Split 1 FOR, 1 AGAINST, 2 ABSTAIN |
Split 1 FOR, 15 AGAINST |
| WALMART INC. | June 5, 2024 | Report on Respecting Workforce Civil Liberties Environment or Climate |
Shareholder (E&S) | Against | Split 2 AGAINST, 2 ABSTAIN |
AGAINST 16 funds |
| WALMART INC. | June 5, 2024 | Set Compensation that Optimizes Portfolio Value for Company Shareholders Other Social Issues |
Shareholder (E&S) | Against | Split 2 AGAINST, 2 ABSTAIN |
AGAINST 16 funds |
| WALMART INC. | June 5, 2024 | Workplace Safety & Violence Review Human Rights or Human Capital/workforce |
Shareholder (E&S) | Against | Split 1 FOR, 1 AGAINST, 2 ABSTAIN |
Split 9 FOR, 7 AGAINST |
| WALT DISNEY | April 3, 2024 | Shareholder proposal, if properly presented at the meeting, requesting a report on gender transitioning compensation and benefits. Say-on-Pay |
Shareholder (E&S) | Contested | Split 3 AGAINST, 1 ABSTAIN |
AGAINST 4 funds |
| WALT DISNEY CO. | April 3, 2024 | Shareholder proposal, if properly presented at the meeting, requesting publication of recipients of charitable contributions. Other Social Issues |
Shareholder (E&S) | Contested | Split 4 AGAINST, 1 ABSTAIN |
AGAINST 4 funds |
| WARNER BROS. DISCOVERY INC. | June 3, 2024 | To vote on a stockholder proposal entitled, "Corporate Financial Sustainability", if properly presented. Environment or Climate |
Shareholder (E&S) | Against | Split 4 AGAINST, 2 ABSTAIN |
AGAINST 7 funds |
| WARRIOR MET COAL INC. | April 25, 2024 | STOCKHOLDER PROPOSAL: To adopt a resolution urging the Board of Directors to commission and oversee an assessment of the Company's respect for the internationally recognized human rights of freedom of association and collective bargaining. Human Rights or Human Capital/workforce |
Shareholder (E&S) | Contested | Split 5 FOR, 1 AGAINST |
AGAINST 9 funds |
| WELLS FARGO & CO. | April 30, 2024 | Shareholder Proposal - Annual Report on Congruency of Political Spending and Corporate Values. Other Social Issues |
Shareholder (E&S) | Against | Split 2 FOR, 5 AGAINST, 5 ABSTAIN |
AGAINST 18 funds |
| WELLS FARGO & CO. | April 30, 2024 | Shareholder Proposal - Annual Report on Prevention of Workplace Harassment and Discrimination. Human Rights or Human Capital/workforce |
Shareholder (E&S) | Against | Split 2 FOR, 5 AGAINST, 5 ABSTAIN |
AGAINST 18 funds |
| WELLS FARGO & CO. | April 30, 2024 | Shareholder Proposal - Third-Party Assessment of Respect for Freedom of Association and Collective Bargaining. Human Rights or Human Capital/workforce |
Shareholder (E&S) | Against | Split 2 FOR, 5 AGAINST, 5 ABSTAIN |
AGAINST 18 funds |
| WELLS FARGO & CO. | April 30, 2024 | Shareholder Proposal - Transparency in Lobbying Annual Report Other Social Issues |
Shareholder (E&S) | Against | FOR 1 fund |
Split 3 FOR, 15 AGAINST |
| WINGSTOP INC. | May 23, 2024 | Vote on a stockholder proposal regarding greenhouse gas emissions reporting and goals, if properly presented at the Annual Meeting of Stockholders; and Environment or Climate |
Shareholder (E&S) | Against | Split 1 FOR, 2 AGAINST, 8 ABSTAIN |
Split 1 FOR, 8 AGAINST |
| YUM! BRANDS INC. | May 16, 2024 | Shareholder Proposal Regarding Adoption of a Policy on the Use of Medically Important Antimicrobials in Food-Producing Animals. Environment or Climate |
Shareholder (E&S) | Against | Split 1 FOR, 4 AGAINST, 8 ABSTAIN |
AGAINST 14 funds |
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How items are matched and positions counted: see the comparison table and the methodology. Built October 13, 2026 from SEC Form N-PX filings.