Home › Asset managers › Compare 2023-2024 › Charles Schwab vs Brighthouse
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”.
Charles Schwab 2023-2024 · Brighthouse 2023-2024 · Download the item list (CSV)
| Common items | Same | Differ | Split (not in %) | Same position | Fund-level | |
|---|---|---|---|---|---|---|
| All ballot items | 24,868 | 8,260 | 5,597 | 11,011 | 59.6% | 57.1% |
| Board proposals | 22,412 | 7,241 | 5,244 | 9,927 | 58.0% | 56.8% |
| E&S shareholder proposals | 410 | 18 | 25 | 367 | 41.9% | 30.9% |
| Other items | 2,046 | 1,001 | 328 | 717 | 75.3% | 66.1% |
Everything Voted differently Split votes
All ballot items Board proposals E&S shareholder proposals Other items
717 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 | Charles Schwab | Brighthouse |
|---|---|---|---|---|---|---|
| LABORATORY CORP. OF AMERICA HOLDINGS | May 14, 2024 | Shareholder proposal regarding shareholder opportunity to vote on excessive golden parachutes. Compensation |
Other | Against | AGAINST 14 funds |
Split 1 AGAINST, 2 ABSTAIN |
| LCI INDUSTRIES | May 16, 2024 | To approve an amendment to the Company's Restated Certificate of Incorporation to allow for exculpation of officers as permitted by Delaware law. Corporate Governance |
Other | For | FOR 7 funds |
Split 3 FOR, 1 AGAINST, 1 ABSTAIN |
| LEIDOS HOLDINGS INC. | April 26, 2024 | Consider stockholder proposal regarding special shareholder meeting improvement, if properly presented. Corporate Governance |
Other | Against | AGAINST 14 funds |
Split 4 FOR, 1 AGAINST, 3 ABSTAIN |
| LENNAR CORP. | April 10, 2024 | Approval of an amendment to our Restated Certificate of Incorporation to limit the liability of certain officers as permitted by Delaware law. Corporate Governance |
Other | For | FOR 13 funds |
Split 8 FOR, 1 AGAINST, 2 ABSTAIN |
| LEONARDO DRS INC. | May 15, 2024 | One or more adjournments of the Annual Meeting to a later date or dates if necessary or appropriate to solicit additional proxies Corporate Governance |
Other | For | FOR 10 funds |
Split 1 FOR, 3 AGAINST, 1 ABSTAIN |
| LIBERTY MEDIA CORP. | July 17, 2023 | Adjournment Proposal: A proposal to approve the adjournment of the special meeting by Liberty Media from time to time to solicit additional proxies in favor of any of the above listed proposals if there are insufficient votes at the time of such adjournment to approve the above listed proposals or if otherwise determined by the chairperson of the meeting to be necessary or appropriate. Corporate Governance |
Other | For | FOR 17 funds |
Split 1 FOR, 1 ABSTAIN |
| LIFE STORAGE INC. | July 18, 2023 | A proposal to approve one or more adjournments of the Life Storage special meeting to another date, time or place, if necessary or appropriate, to solicit additional proxies in favor of the Life Storage merger proposal, which we refer to as the "Life Storage adjournment proposal." Corporate Governance |
Other | For | FOR 15 funds |
Split 2 FOR, 1 AGAINST, 1 ABSTAIN |
| LINCOLN NATIONAL CORP. | May 23, 2024 | Shareholder proposal to amend our governing documents to provide for an independent chairman of the board. Corporate Governance |
Other | Against | AGAINST 12 funds |
Split 3 FOR, 1 ABSTAIN |
| LIVENT CORP. | December 19, 2023 | Approval of the Adjournment Proposal: Approve one or more adjournments of the special meeting of Livent stockholders to a later date or dates for any purpose if necessary or appropriate, including if necessary or appropriate to solicit additional proxies if there are insufficient votes to adopt the Transaction Agreement and approve the Transaction (Proposal 6). Corporate Governance |
Other | For | FOR 8 funds |
Split 3 FOR, 2 ABSTAIN |
| LKQ CORP. | May 7, 2024 | Approval of an amendment to the Company's restated certificate of incorporation to provide for officer exculpation. Corporate Governance |
Other | For | FOR 14 funds |
Split 6 FOR, 4 ABSTAIN |
| LOCKHEED MARTIN CORP. | May 2, 2024 | Stockholder Proposal Requesting Reduction in Threshold to Call Special Stockholder Meetings Corporate Governance |
Other | Not determined | AGAINST 16 funds |
Split 4 FOR, 7 ABSTAIN |
| LUMEN TECHNOLOGIES INC. | May 15, 2024 | Ratify the Amendment and Restatement of Our NOL Rights Plan. Shareholder Rights and Defenses |
Other | For | FOR 7 funds |
Split 2 FOR, 1 AGAINST |
| M.D.C. HOLDINGS INC. | April 2, 2024 | To approve any adjournment of the special meeting of stockholders of M.D.C. Holdings, Inc. (the "Special Meeting") from time to time, if necessary or appropriate, including to solicit additional proxies if there are insufficient votes at the time of the Special Meeting to approve the proposal to adopt the Merger Agreement and approve the Merger or in the absence of a quorum, subject to and in accordance with the terms of the Merger Agreement. Corporate Governance |
Other | For | FOR 8 funds |
Split 2 FOR, 2 ABSTAIN |
| MARATHON DIGITAL HOLDINGS INC. | July 27, 2023 | To transact such other business as may be properly brought before the 2023 Annual Meeting and any adjournments thereof. Corporate Governance |
Other | For | AGAINST 5 funds |
Split 1 FOR, 4 AGAINST |
| MARATHON OIL CORP. | May 22, 2024 | Approve an Amendment to our Amended and Restated Certificate of Incorporation to Provide for the Exculpation of Officers Corporate Governance |
Other | For | AGAINST 14 funds |
Split 6 FOR, 1 AGAINST, 3 ABSTAIN |
| MARATHON PETROLEUM CORP. | April 24, 2024 | Shareholder proposal seeking a simple majority vote. Corporate Governance |
Other | Against | AGAINST 12 funds |
Split 5 FOR, 4 AGAINST, 5 ABSTAIN |
| MARKETAXESS HOLDINGS INC. | June 5, 2024 | If properly presented, a stockholder proposal to adopt a right to call a special stockholder meeting. Corporate Governance |
Other | Against | AGAINST 14 funds |
Split 3 FOR, 2 AGAINST, 1 ABSTAIN |
| MARKETAXESS HOLDINGS INC. | June 5, 2024 | To approve an amendment to our Amended and Restated Certificate of Incorporation to limit the liability of certain of the Company's officers as permitted pursuant to recent amendments to the Delaware General Corporate Law. Corporate Governance |
Other | For | FOR 14 funds |
Split 4 FOR, 1 AGAINST, 1 ABSTAIN |
| MARKETAXESS HOLDINGS INC. | June 5, 2024 | To approve the Board of Directors' proposal to create a stockholder right to call a special stockholder meeting. Corporate Governance |
Other | For | FOR 14 funds |
Split 5 FOR, 1 ABSTAIN |
| MARSH & MCLENNAN COMPANIES INC. | May 16, 2024 | Stockholder Proposal - Shareholder Right to Act by Written Consent Corporate Governance |
Other | Against | AGAINST 13 funds |
Split 6 FOR, 3 AGAINST, 6 ABSTAIN |
| MASCO CORP. | May 10, 2024 | Consideration of stockholder proposal on Simple Majority Vote. Corporate Governance |
Other | None | FOR 15 funds |
Split 6 FOR, 2 ABSTAIN |
| MASTERCARD INC. | June 18, 2024 | Consideration of a stockholder proposal requesting a director election resignation bylaw Corporate Governance |
Other | Against | FOR 13 funds |
Split 3 FOR, 9 AGAINST, 9 ABSTAIN |
| MCDONALD'S CORP. | May 22, 2024 | Vote to Approve Amendments to the Company's Restated Certificate of Incorporation to Implement Miscellaneous Changes. Corporate Governance |
Other | For | AGAINST 16 funds |
Split 5 FOR, 2 AGAINST, 6 ABSTAIN |
| MCDONALD'S CORP. | May 22, 2024 | Vote to Approve an Amendment to the Company's Restated Certificate of Incorporation to Limit Liability of Officers as Permitted by Law. Corporate Governance |
Other | For | FOR 16 funds |
Split 6 FOR, 1 AGAINST, 6 ABSTAIN |
| MCKESSON CORP. | July 21, 2023 | Shareholder proposal requesting shareholder ratification of termination pay. Compensation |
Other | Against | AGAINST 14 funds |
Split 11 AGAINST, 3 ABSTAIN |
| MERCEDES-BENZ GROUP AG | May 8, 2024 | Ratification of Management Board Acts Corporate Governance |
Other | For | ABSTAIN 6 funds |
Split 1 AGAINST, 1 ABSTAIN |
| MERCEDES-BENZ GROUP AG | May 8, 2024 | Ratification of Supervisory Board Acts Corporate Governance |
Other | For | FOR 6 funds |
Split 1 FOR, 1 ABSTAIN |
| MERCK & CO. INC. | May 28, 2024 | Shareholder proposal regarding a shareholder right to act by written consent. Shareholder Rights and Defenses |
Other | Against | AGAINST 15 funds |
Split 1 FOR, 4 AGAINST, 8 ABSTAIN |
| MERCURY SYSTEMS INC. | October 25, 2023 | To consider and act upon any other business that may properly come before the meeting or any adjournment or postponement of the meeting. Corporate Governance |
Other | For | AGAINST 8 funds |
Split 2 AGAINST, 1 ABSTAIN |
| MERITAGE HOMES CORP. | May 16, 2024 | Shareholder proposal to elect each director annually. Shareholder Rights and Defenses |
Other | Against | FOR 10 funds |
Split 8 FOR, 1 ABSTAIN |
| META PLATFORMS INC. | May 29, 2024 | A shareholder proposal regarding amendment of corporate governance guidelines. Corporate Governance |
Other | Against | FOR 14 funds |
Split 13 FOR, 4 AGAINST, 8 ABSTAIN |
| META PLATFORMS INC. | May 29, 2024 | A shareholder proposal regarding disclosure of voting results based on class of shares. Corporate Governance |
Other | Against | FOR 14 funds |
Split 13 FOR, 4 AGAINST, 8 ABSTAIN |
| META PLATFORMS INC. | May 29, 2024 | A shareholder proposal regarding dual class capital structure. Shareholder Rights and Defenses |
Other | Against | FOR 14 funds |
Split 16 FOR, 1 AGAINST, 8 ABSTAIN |
| META PLATFORMS INC. | May 29, 2024 | To amend Meta Platforms, Inc.'s Amended and Restated Certificate of Incorporation. Corporate Governance |
Other | For | AGAINST 14 funds |
Split 2 FOR, 15 AGAINST, 8 ABSTAIN |
| MGM RESORTS INTERNATIONAL | May 1, 2024 | To approve and adopt an amendment to our Amended and Restated Certificate of Incorporation to reflect new Delaware law provisions regarding exculpation of officers. Corporate Governance |
Other | For | FOR 14 funds |
Split 6 FOR, 5 ABSTAIN |
| MICRON TECHNOLOGY INC. | January 18, 2024 | PROPOSAL BY THE COMPANY TO APPROVE, ON A NON-BINDING ADVISORY BASIS, THE COMPENSATION OF OUR NAMED EXECUTIVE OFFICERS AS DESCRIBED IN THE PROXY STATEMENT. Say-on-Pay |
Other | For | FOR 13 funds |
Split 4 FOR, 2 AGAINST, 2 ABSTAIN |
| MICRON TECHNOLOGY INC. | January 18, 2024 | Proposal by the Company to ratify the appointment of PricewaterhouseCoopers LLP as the independent registered public accounting firm of the Company for the fiscal year ending August 29, 2024. Audit-related |
Other | For | FOR 12 funds |
Split 3 FOR, 1 AGAINST, 2 ABSTAIN |
| MICRON TECHNOLOGY INC. | January 18, 2024 | SHAREHOLDER PROPOSAL REGARDING SHAREHOLDER RATIFICATION OF EXCESSIVE TERMINATION PAY. Compensation |
Other | Against | AGAINST 12 funds |
Split 7 AGAINST, 2 ABSTAIN |
| MIRATI THERAPEUTICS INC. | December 13, 2023 | To approve the adjournment of the special meeting to a later date or dates, if necessary or appropriate, to solicit additional proxies if there are insufficient votes to adopt the Merger Agreement at the time of the special meeting. Corporate Governance |
Other | Contested | FOR 5 funds |
Split 1 FOR, 1 AGAINST |
| MKS INSTRUMENTS INC. | May 7, 2024 | A shareholder proposal regarding simple majority voting, if properly presented at the meeting. Corporate Governance |
Other | Against | FOR 11 funds |
Split 7 FOR, 1 ABSTAIN |
| MODEL N INC. | June 25, 2024 | To adjourn the Special Meeting of Stockholders to a later date or dates as provided in the Merger Agreement, if necessary or appropriate, including to solicit additional votes if there are insufficient votes to adopt the Merger Agreement at the time of the Special Meeting of Stockholders. Corporate Governance |
Other | For | FOR 4 funds |
Split 1 FOR, 1 ABSTAIN |
| MODERNA INC. | May 6, 2024 | To approve an amendment to the Amended and Restated Certificate of Incorporation to provide shareholders the right to call a special meeting. Corporate Governance |
Other | For | FOR 13 funds |
Split 5 FOR, 2 ABSTAIN |
| MOLINA HEALTHCARE INC. | May 1, 2024 | Shareholder proposal regarding simple majority voting, if properly presented. Corporate Governance |
Other | Not determined | AGAINST 14 funds |
Split 8 AGAINST, 3 ABSTAIN |
| MONDELEZ INTERNATIONAL INC. | May 22, 2024 | Shareholder Proposal Requesting Board Require Independent Chair Of The Board. Corporate Governance |
Other | Against | AGAINST 12 funds |
Split 1 FOR, 3 ABSTAIN |
| MONOLITHIC POWER SYSTEMS INC. | June 13, 2024 | Vote on a stockholder proposal to elect each director annually. Shareholder Rights and Defenses |
Other | Against | FOR 13 funds |
Split 6 FOR, 2 ABSTAIN |
| MOODY'S CORP. | April 16, 2024 | Company proposal to amend the Moodys Corporation Restated Certificate of Incorporation to authorize stockholders owning 25% of the Companys common stock to have the Company call special meetings of stockholders. Shareholder Rights and Defenses |
Other | For | FOR 13 funds |
Split 2 FOR, 6 ABSTAIN |
| MOODY'S CORP. | April 16, 2024 | Stockholder proposal requesting that stockholders owning 15% of the Companys common stock be able to call special meetings of stockholders. Shareholder Rights and Defenses |
Other | Against | AGAINST 13 funds |
Split 3 FOR, 5 ABSTAIN |
| MOTOROLA SOLUTIONS INC. | May 14, 2024 | Approval of an Amendment to the Companys Restated Certificate of Incorporation to Provide for the Exculpation of Certain Officers. Corporate Governance |
Other | For | FOR 14 funds |
Split 1 FOR, 2 ABSTAIN |
| MRC GLOBAL INC. | May 7, 2024 | Approve a proposal to amend the Corporation's Amended and Restated Certificate of Incorporation to reflect new Delaware law provisions regarding officer exculpation. Corporate Governance |
Other | For | FOR 7 funds |
Split 1 FOR, 1 AGAINST |
| MSC INDUSTRIAL DIRECT CO. INC. | October 4, 2023 | The Adjournment Proposal: To adjourn the Special Meeting to a later date or dates, if necessary or appropriate, to solicit additional proxies if there are insufficient votes to approve the Reclassification Proposal at the time of the Special Meeting. Corporate Governance |
Other | For | FOR 9 funds |
Split 1 FOR, 2 ABSTAIN |
| MUENCHENER RUECKVERSICHERUNGS-GESELLSCHAFT AG | April 25, 2024 | Ratify Achim Kassow Corporate Governance |
Other | For | FOR 2 funds |
Split 1 FOR, 1 ABSTAIN |
| MUENCHENER RUECKVERSICHERUNGS-GESELLSCHAFT AG | April 25, 2024 | Ratify Angelika Judith Herzog Corporate Governance |
Other | For | FOR 2 funds |
Split 1 FOR, 1 ABSTAIN |
| MUENCHENER RUECKVERSICHERUNGS-GESELLSCHAFT AG | April 25, 2024 | Ratify Ann-Kristin Achleitner Corporate Governance |
Other | For | FOR 2 funds |
Split 1 FOR, 1 ABSTAIN |
| MUENCHENER RUECKVERSICHERUNGS-GESELLSCHAFT AG | April 25, 2024 | Ratify Anne Horstmann Corporate Governance |
Other | For | FOR 2 funds |
Split 1 FOR, 1 ABSTAIN |
| MUENCHENER RUECKVERSICHERUNGS-GESELLSCHAFT AG | April 25, 2024 | Ratify Carinne Knoche-Brouillon Corporate Governance |
Other | For | FOR 2 funds |
Split 1 FOR, 1 ABSTAIN |
| MUENCHENER RUECKVERSICHERUNGS-GESELLSCHAFT AG | April 25, 2024 | Ratify Carsten Spohr Corporate Governance |
Other | For | FOR 2 funds |
Split 1 FOR, 1 ABSTAIN |
| MUENCHENER RUECKVERSICHERUNGS-GESELLSCHAFT AG | April 25, 2024 | Ratify Christoph Jurecka Corporate Governance |
Other | For | FOR 2 funds |
Split 1 FOR, 1 ABSTAIN |
| MUENCHENER RUECKVERSICHERUNGS-GESELLSCHAFT AG | April 25, 2024 | Ratify Clarisse Kopff Corporate Governance |
Other | For | FOR 2 funds |
Split 1 FOR, 1 ABSTAIN |
| MUENCHENER RUECKVERSICHERUNGS-GESELLSCHAFT AG | April 25, 2024 | Ratify Clement B. Booth Corporate Governance |
Other | For | FOR 2 funds |
Split 1 FOR, 1 ABSTAIN |
| MUENCHENER RUECKVERSICHERUNGS-GESELLSCHAFT AG | April 25, 2024 | Ratify Frank Fassin Corporate Governance |
Other | For | FOR 2 funds |
Split 1 FOR, 1 ABSTAIN |
| MUENCHENER RUECKVERSICHERUNGS-GESELLSCHAFT AG | April 25, 2024 | Ratify Gabriele Mucke Corporate Governance |
Other | For | FOR 2 funds |
Split 1 FOR, 1 ABSTAIN |
| MUENCHENER RUECKVERSICHERUNGS-GESELLSCHAFT AG | April 25, 2024 | Ratify Gerhard Hausler Corporate Governance |
Other | For | FOR 2 funds |
Split 1 FOR, 1 ABSTAIN |
| MUENCHENER RUECKVERSICHERUNGS-GESELLSCHAFT AG | April 25, 2024 | Ratify Joachim Wenning Corporate Governance |
Other | For | FOR 2 funds |
Split 1 FOR, 1 ABSTAIN |
| MUENCHENER RUECKVERSICHERUNGS-GESELLSCHAFT AG | April 25, 2024 | Ratify Karl-Heinz Streibich Corporate Governance |
Other | For | FOR 2 funds |
Split 1 FOR, 1 ABSTAIN |
| MUENCHENER RUECKVERSICHERUNGS-GESELLSCHAFT AG | April 25, 2024 | Ratify Manfred Rassy Corporate Governance |
Other | For | FOR 2 funds |
Split 1 FOR, 1 ABSTAIN |
| MUENCHENER RUECKVERSICHERUNGS-GESELLSCHAFT AG | April 25, 2024 | Ratify Mari-Lizette Malherbe Corporate Governance |
Other | For | FOR 2 funds |
Split 1 FOR, 1 ABSTAIN |
| MUENCHENER RUECKVERSICHERUNGS-GESELLSCHAFT AG | April 25, 2024 | Ratify Markus Wagner Corporate Governance |
Other | For | FOR 2 funds |
Split 1 FOR, 1 ABSTAIN |
| MUENCHENER RUECKVERSICHERUNGS-GESELLSCHAFT AG | April 25, 2024 | Ratify Maximilian Zimmerer Corporate Governance |
Other | For | FOR 2 funds |
Split 1 FOR, 1 ABSTAIN |
| MUENCHENER RUECKVERSICHERUNGS-GESELLSCHAFT AG | April 25, 2024 | Ratify Michael Kerner Corporate Governance |
Other | For | FOR 2 funds |
Split 1 FOR, 1 ABSTAIN |
| MUENCHENER RUECKVERSICHERUNGS-GESELLSCHAFT AG | April 25, 2024 | Ratify Nicholas Gartside Corporate Governance |
Other | For | FOR 2 funds |
Split 1 FOR, 1 ABSTAIN |
| MUENCHENER RUECKVERSICHERUNGS-GESELLSCHAFT AG | April 25, 2024 | Ratify Nikolaus von Bomhard Corporate Governance |
Other | For | FOR 2 funds |
Split 1 FOR, 1 ABSTAIN |
| MUENCHENER RUECKVERSICHERUNGS-GESELLSCHAFT AG | April 25, 2024 | Ratify Renata Jungo Brungger Corporate Governance |
Other | For | FOR 2 funds |
Split 1 FOR, 1 ABSTAIN |
| MUENCHENER RUECKVERSICHERUNGS-GESELLSCHAFT AG | April 25, 2024 | Ratify Ruth Brown Corporate Governance |
Other | For | FOR 2 funds |
Split 1 FOR, 1 ABSTAIN |
| MUENCHENER RUECKVERSICHERUNGS-GESELLSCHAFT AG | April 25, 2024 | Ratify Stefan Golling Corporate Governance |
Other | For | FOR 2 funds |
Split 1 FOR, 1 ABSTAIN |
| MUENCHENER RUECKVERSICHERUNGS-GESELLSCHAFT AG | April 25, 2024 | Ratify Stefan Kaindl Corporate Governance |
Other | For | FOR 2 funds |
Split 1 FOR, 1 ABSTAIN |
| MUENCHENER RUECKVERSICHERUNGS-GESELLSCHAFT AG | April 25, 2024 | Ratify Stephan Eberl Corporate Governance |
Other | For | FOR 2 funds |
Split 1 FOR, 1 ABSTAIN |
| MUENCHENER RUECKVERSICHERUNGS-GESELLSCHAFT AG | April 25, 2024 | Ratify Thomas Blunck Corporate Governance |
Other | For | FOR 2 funds |
Split 1 FOR, 1 ABSTAIN |
| MUENCHENER RUECKVERSICHERUNGS-GESELLSCHAFT AG | April 25, 2024 | Ratify Ulrich Plottke Corporate Governance |
Other | For | FOR 2 funds |
Split 1 FOR, 1 ABSTAIN |
| MUENCHENER RUECKVERSICHERUNGS-GESELLSCHAFT AG | April 25, 2024 | Ratify Ursula Gather Corporate Governance |
Other | For | FOR 2 funds |
Split 1 FOR, 1 ABSTAIN |
| MURPHY USA INC. | May 9, 2024 | Amend the Certificate of Incorporation to Limit Certain Liability of Officers as Permitted by Delaware Law. Corporate Governance |
Other | For | FOR 12 funds |
Split 5 FOR, 1 AGAINST, 2 ABSTAIN |
| NASDAQ INC. | June 11, 2024 | A Shareholder Proposal entitled Special Shareholder Meeting Improvement . Shareholder Rights and Defenses |
Other | Against | AGAINST 13 funds |
Split 1 AGAINST, 7 ABSTAIN |
| NETAPP INC. | September 13, 2023 | To approve a stockholder proposal regarding Special Shareholder Meeting Improvement. Corporate Governance |
Other | Against | AGAINST 15 funds |
Split 6 FOR, 2 ABSTAIN |
| NETFLIX INC. | June 6, 2024 | Stockholder proposal entitled, Director Election Resignation Bylaw Proposal, if properly presented at the meeting. Shareholder Rights and Defenses |
Other | Against | FOR 13 funds |
Split 3 FOR, 1 AGAINST, 7 ABSTAIN |
| NETFLIX INC. | June 6, 2024 | Stockholder proposal entitled, Proposal 8 - Special Shareholder Meeting Improvement, if properly presented at the meeting. Shareholder Rights and Defenses |
Other | Against | AGAINST 13 funds |
Split 3 FOR, 1 AGAINST, 7 ABSTAIN |
| NEW YORK COMMUNITY BANCORP INC. | June 5, 2024 | A proposal to waive the application of Article Fourth, Section C, Clauses 1 and 4 of the Amended and Restated Certificate of Incorporation with respect to affiliates of funds managed by Liberty 77 Capital L.P. and affiliates of funds managed by Reverence Capital Partners, L.P. but not any other shareholders of the Company, which provision prohibits any person who beneficially owns, directly or indirectly, more than 10% of the then-outstanding shares of Common Stock from voting any such shares in excess of such 10% threshold. Corporate Governance |
Other | For | FOR 12 funds |
Split 3 FOR, 1 ABSTAIN |
| NEW YORK COMMUNITY BANCORP INC. | June 5, 2024 | An adjournment proposal, if necessary or appropriate, to solicit additional proxies if there are insufficient votes at the time of the Annual Meeting to approve Proposals 4, 6 and 7. Corporate Governance |
Other | For | FOR 12 funds |
Split 3 FOR, 1 ABSTAIN |
| NEWELL BRANDS INC. | May 9, 2024 | Approve an amendment to the Company's Restated Certificate of Incorporation to include an officer exculpation provision. Corporate Governance |
Other | For | FOR 11 funds |
Split 2 FOR, 1 AGAINST, 1 ABSTAIN |
| NEWMONT CORP. | October 11, 2023 | To approve, subject to the provisions of the Transaction Agreement, the adjournment or postponement of the Newmont special meeting, if necessary or appropriate, to solicit additional proxies if there are not sufficient votes to approve Proposal 1 or Proposal 2. Corporate Governance |
Other | For | FOR 13 funds |
Split 4 FOR, 1 ABSTAIN |
| NEWPARK RESOURCES INC. | May 16, 2024 | Approval of proposed amendment to the Company's Restated Certificate of Incorporation to limit the liability of officers as permitted by law. Corporate Governance |
Other | For | FOR 4 funds |
Split 2 FOR, 1 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 Corporate Governance |
Other | Against | FOR 12 funds |
Split 1 FOR, 2 AGAINST, 2 ABSTAIN |
| NEXTIER OILFIELD SOLUTIONS INC | August 30, 2023 | Approval of the adjournment of the NexTier special meeting to solicit additional proxies if there are not sufficient votes at the time of the NexTier special meeting to approve Proposal 1 above. Corporate Governance |
Other | For | FOR 8 funds |
Split 6 FOR, 1 ABSTAIN |
| NISOURCE INC. | May 13, 2024 | To consider a stockholder proposal requesting that our Board of Directors amend bylaws requiring stockholder approval of director compensation. Compensation |
Other | Against | AGAINST 14 funds |
Split 3 AGAINST, 3 ABSTAIN |
| NMI HOLDINGS INC. | May 9, 2024 | Amendment and restatement of NMI Holdings, Inc.'s current amended and restated certificate of incorporation to provide exculpation for certain officers. Corporate Governance |
Other | For | FOR 8 funds |
Split 6 FOR, 1 AGAINST, 1 ABSTAIN |
| NORFOLK SOUTHERN CORP. | May 9, 2024 | To approve the proposal to repeal any provision of, or amendment to, the Bylaws, dated as of July 26, 2023, that the Corporation's Board of Directors has adopted after July 26, 2023, which is the date of the most recent publicly available amendment and restatement of the Corporation's bylaws, and up to and including the date of the 2024 Annual Meeting. Corporate Governance |
Other | Contested | FOR 12 funds |
Split 5 FOR, 1 ABSTAIN |
| NORTHROP GRUMMAN CORP. | May 15, 2024 | Proposal to eliminate personal liability of officers for monetary damages for breach of certain fiduciary duties as permitted by Delaware law. Corporate Governance |
Other | For | FOR 13 funds |
Split 4 FOR, 1 AGAINST, 2 ABSTAIN |
| NORTHROP GRUMMAN CORP. | May 15, 2024 | Shareholder proposal to provide for an independent Board chair. Corporate Governance |
Other | Against | AGAINST 13 funds |
Split 1 FOR, 3 AGAINST, 2 ABSTAIN |
| NV5 GLOBAL INC. | June 18, 2024 | To approve an amendment to our amended and restated Certificate of Incorporation to provide for exculpation of our officers to the extent provided by recent amendments to applicable Delaware law. Corporate Governance |
Other | For | FOR 7 funds |
Split 2 FOR, 1 ABSTAIN |
| NVIDIA CORP. | June 26, 2024 | Advisory approval of a stockholder proposal to replace the supermajority voting provisions in our charter and bylaws with a simple majority voting standard. Corporate Governance |
Other | None | FOR 16 funds |
Split 14 FOR, 9 ABSTAIN |
| NXP SEMICONDUCTORS N.V. | May 29, 2024 | Discharge of the members of the Company's Board of Directors (the "Board") for their responsibilities in the financial year ended December 31, 2023 Corporate Governance |
Other | For | FOR 11 funds |
Split 10 FOR, 2 ABSTAIN |
| O'REILLY AUTOMOTIVE INC. | May 16, 2024 | Shareholder Proposal Entitled Independent Board Chairman. Corporate Governance |
Other | Against | AGAINST 14 funds |
Split 1 FOR, 1 AGAINST, 4 ABSTAIN |
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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.