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
11,011 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 |
|---|---|---|---|---|---|---|
| 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 |
| OGE ENERGY CORP. | May 16, 2024 | Shareholder Proposal Regarding Simple Majority Vote. Corporate Governance |
Other | Against | FOR 12 funds |
Split 3 FOR, 1 AGAINST, 4 ABSTAIN |
| OLIN CORP. | April 25, 2024 | Shareholder Proposal Corporate Governance |
Other | Against | FOR 11 funds |
Split 3 AGAINST, 1 ABSTAIN |
| OOMA INC. | June 6, 2024 | To approve an amendment and restatement of the Certificate of Incorporation to reflect recently adopted Delaware law provisions to provide for the exculpation of certain officers. Corporate Governance |
Other | For | FOR 2 funds |
Split 4 FOR, 1 ABSTAIN |
| ORACLE CORP. | November 15, 2023 | Stockholder Proposal Regarding Independent Board Chairman. Corporate Governance |
Other | Against | AGAINST 13 funds |
Split 1 FOR, 4 ABSTAIN |
| ORASURE TECHNOLOGIES INC. | May 14, 2024 | Approval of an Amendment to the Company's Certificate of incorporation. Corporate Governance |
Other | For | FOR 5 funds |
Split 3 FOR, 1 ABSTAIN |
| ORASURE TECHNOLOGIES INC. | May 14, 2024 | Approval to Adjourn Annual Meeting to a Later Date or Dates, if Necessary, or Appropriate, to Permit Further Solicitation and Vote of Proxies In the Event that there are Insufficient Votes for, or Otherwise, In Connection Connection with the Approval of the Foregoing Proposals. Corporate Governance |
Other | For | AGAINST 5 funds |
Split 3 FOR, 1 ABSTAIN |
| ORMAT TECHNOLOGIES INC. | May 8, 2024 | To approve an amendment to the Company's Amended and Restated Certificate of Incorporation to limit the liability of certain officers. Corporate Governance |
Other | For | FOR 9 funds |
Split 4 FOR, 1 AGAINST, 1 ABSTAIN |
| OSHKOSH CORP. | May 7, 2024 | To vote on a shareholder proposal on the subject of majority vote director elections. Corporate Governance |
Other | Against | FOR 11 funds |
Split 3 FOR, 7 ABSTAIN |
| OTIS WORLDWIDE CORP. | May 16, 2024 | Shareholder Proposal Regarding Policy On Majority Voting In Director Elections. Shareholder Rights and Defenses |
Other | Against | FOR 14 funds |
Split 1 FOR, 4 ABSTAIN |
| PACIFIC BIOSCIENCES OF CALIFORNIA INC. | June 18, 2024 | To approve an amendment to our certificate of incorporation to limit the liability of officers as permitted by law. Corporate Governance |
Other | For | FOR 4 funds |
Split 2 FOR, 1 ABSTAIN |
| PACIFIC BIOSCIENCES OF CALIFORNIA INC. | June 18, 2024 | To approve one or more adjournments of the meeting from time to time, if necessary or appropriate (as determined by our board of directors or the chairperson of the meeting), including to solicit additional proxies to vote in favor of any of Proposals 1-6 above in the event that there are insufficient votes at the time of the meeting to establish a quorum or approve any of Proposals 1-6 above. Corporate Governance |
Other | For | FOR 4 funds |
Split 2 AGAINST, 1 ABSTAIN |
| PACKAGING CORPORATION OF AMERICA | May 8, 2024 | Proposal to amend the Director Election Resignation Bylaw. Corporate Governance |
Other | Against | FOR 15 funds |
Split 4 AGAINST, 2 ABSTAIN |
| PARK HOTELS & RESORTS INC. | April 19, 2024 | To approve and adopt the Amendment to the Amended and Restated Certificate of Incorporation to reflect new Delaware law provisions regarding exculpation of officers. Corporate Governance |
Other | For | FOR 10 funds |
Split 5 FOR, 1 ABSTAIN |
| PATTERSON-UTI ENERGY INC. | August 30, 2023 | Approval of the adjournment of the Patterson-UTI special meeting to solicit additional proxies if there are not sufficient votes at the time of the Patterson-UTI special meeting to approve proposals 1 and 2 above. Corporate Governance |
Other | For | FOR 8 funds |
Split 1 FOR, 2 ABSTAIN |
| PAYLOCITY HOLDING CORP. | November 30, 2023 | Approval of an amendment to Article VI of the Second Amended and Restated Certificate of Incorporation to allow for the removal of directors with or without cause. Corporate Governance |
Other | For | FOR 9 funds |
Split 3 FOR, 1 ABSTAIN |
| PAYPAL HOLDINGS INC. | May 22, 2024 | Stockholder Proposal - Bylaw Amendment: Stockholder Approval of Director Compensation. Compensation |
Other | Against | AGAINST 15 funds |
Split 7 AGAINST, 3 ABSTAIN |
| PDC ENERGY INC. | August 4, 2023 | To approve the adjournment of the special meeting, if necessary or appropriate, to solicit additional proxies if there are not sufficient votes to adopt the merger agreement. Corporate Governance |
Other | For | FOR 12 funds |
Split 6 FOR, 1 AGAINST, 1 ABSTAIN |
| PEPSICO INC. | May 1, 2024 | Shareholder Proposal - Director Election Resignation Bylaw. Shareholder Rights and Defenses |
Other | Not determined | FOR 14 funds |
Split 1 FOR, 6 AGAINST, 7 ABSTAIN |
| PEPSICO INC. | May 1, 2024 | Shareholder Proposal - Shareholder Ratification of Excessive Golden Parachutes. Compensation |
Other | Not determined | AGAINST 14 funds |
Split 7 AGAINST, 7 ABSTAIN |
| PERMIAN RESOURCES CORP. | October 30, 2023 | Approval of the adjournment of the Permian Resources special meeting to solicit additional proxies if there are not sufficient votes at the time of the Permian Resources special meeting to approve Proposal 1 above. Corporate Governance |
Other | For | FOR 9 funds |
Split 5 FOR, 3 ABSTAIN |
| PERMIAN RESOURCES CORP. | May 22, 2024 | To approve an amendment (the Exculpation Amendment) to the Charter to reflect the latest Delaware law provisions regarding officer exculpation. Corporate Governance |
Other | For | FOR 9 funds |
Split 6 FOR, 2 AGAINST, 3 ABSTAIN |
| PFIZER INC. | April 25, 2024 | Adopt an Independent Board Chair Policy Corporate Governance |
Other | Against | AGAINST 15 funds |
Split 2 FOR, 5 AGAINST, 5 ABSTAIN |
| PFIZER INC. | April 25, 2024 | Amend Director Resignation Processes Shareholder Rights and Defenses |
Other | Against | ABSTAIN 15 funds |
Split 1 AGAINST, 6 ABSTAIN |
| PGT INNOVATIONS INC. | March 18, 2024 | To approve and adopt an amendment to the Amended and Restated Certificate of Incorporation of PGTI, designating PGTI as the agent of PGTI stockholders to pursue damages in the event that specific performance is not sought or granted as a remedy for MITER'S fraud or material and willful breach of the merger agreement (referred to as the "certificate of incorporation amendment proposal"), and Corporate Governance |
Other | For | FOR 7 funds |
Split 2 FOR, 1 ABSTAIN |
| PGT INNOVATIONS INC. | March 18, 2024 | To approve the adjournment of the special meeting, if necessary, to solicit additional proxies if there are not sufficient votes to approve the merger agreement proposal (referred to as the "adjournment proposal"). Corporate Governance |
Other | For | FOR 7 funds |
Split 2 FOR, 1 ABSTAIN |
| PHYSICIANS REALTY TRUST | February 21, 2024 | Proposal to approve the adjournment of the Physicians Realty Trust special meeting, if necessary or appropriate, to solicit additional proxies in favor of the Physicians Realty Trust Company Merger Proposal if there are insufficient votes at the time of such adjournment to approve such proposal. Corporate Governance |
Other | For | FOR 10 funds |
Split 2 FOR, 1 ABSTAIN |
| PITNEY BOWES INC. | May 6, 2024 | Approval of an Amendment to the Company's Restated Certificate of Incorporation to Give Holders of 25% of the Company's Stock the Right to Request a Special Meeting. Corporate Governance |
Other | For | FOR 7 funds |
Split 2 FOR, 1 ABSTAIN |
| PNM RESOURCES INC. | June 4, 2024 | Approve an Amendment to our Restated Articles of Incorporation to Change Our Name to TXNM Energy, Inc. Corporate Governance |
Other | For | FOR 7 funds |
Split 3 FOR, 1 ABSTAIN |
| POWER INTEGRATIONS INC. | May 17, 2024 | To consider, if properly presented at the Annual Meeting, a non-binding stockholder proposal requesting the Board to take each step necessary to amend Power Integrations' certificate of incorporation and its amended and restated bylaws to amend each voting requirement therein that calls for a greater than simple majority vote to instead require only a simple majority vote. Shareholder Rights and Defenses |
Other | None | FOR 10 funds |
Split 1 FOR, 2 ABSTAIN |
| PPG INDUSTRIES INC. | April 18, 2024 | PROPOSAL TO APPROVE AN AMENDMENT TO THE COMPANY'S ARTICLES OF INCORPORATION TO PROVIDE FOR THE EXCULPATION OF OFFICERS OF THE COMPANY Corporate Governance |
Other | For | FOR 15 funds |
Split 9 FOR, 3 ABSTAIN |
| PPG INDUSTRIES INC. | April 18, 2024 | PROPOSAL TO APPROVE AN AMENDMENT TO THE COMPANY'S ARTICLES OF INCORPORATION TO PROVIDE SHAREHOLDERS WITH THE RIGHT TO CALL A SPECIAL MEETING Corporate Governance |
Other | For | FOR 15 funds |
Split 9 FOR, 3 ABSTAIN |
| PRIVIA HEALTH GROUP INC. | May 22, 2024 | To amend and restate our Charter to remove or limit the personal liability of officers to the extent permitted by amendments to the Delaware General Corporation Law. Corporate Governance |
Other | For | FOR 7 funds |
Split 2 FOR, 2 ABSTAIN |
| PROCTER & GAMBLE CO. | October 10, 2023 | Shareholder Proposal - Request to Require Shareholder Approval for Certain Future Amendments to Company Regulations Corporate Governance |
Other | Against | FOR 14 funds |
Split 8 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 25, 2026 from SEC Form N-PX filings.