Home › Asset managers › Compare 2023-2024 › Charles Schwab vs Jackson National
Charles Schwab 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 | 4,578 | 3,845 | 255 | 478 | 93.8% | 90.4% |
| Board proposals | 3,667 | 3,217 | 196 | 254 | 94.3% | 91.7% |
| E&S shareholder proposals | 221 | 142 | 5 | 74 | 96.6% | 88.8% |
| Other items | 690 | 486 | 54 | 150 | 90.0% | 84.3% |
Everything Voted differently Split votes
All ballot items Board proposals E&S shareholder proposals Other items
204 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 | Jackson National |
|---|---|---|---|---|---|---|
| CROWN CASTLE INC. | May 22, 2024 | The Boots Capital proposal, if properly presented at the Annual Meeting, to repeal each provision of, or amendment to, the Company's By-laws adopted by the Board without the approval of the stockholders of the Company since December 19, 2023. Corporate Governance |
Other | Contested | FOR 17 funds |
Split 7 FOR, 5 AGAINST |
| CUMMINS INC. | May 14, 2024 | The shareholder proposal regarding requiring an independent Chairman of the Board. Corporate Governance |
Other | Against | AGAINST 13 funds |
Split 7 FOR, 4 AGAINST |
| DANAHER CORP. | May 7, 2024 | To act upon a shareholder proposal requesting that Danaher amend its governing documents to reduce the percentage of shares required for shareholders to call a special meeting of shareholders from 25% to 15%. Corporate Governance |
Other | Against | AGAINST 13 funds |
Split 10 FOR, 9 AGAINST |
| DEERE & CO. | February 28, 2024 | Shareholder proposal regarding shareholder ratification of golden parachutes Compensation |
Other | Against | FOR 13 funds |
Split 4 FOR, 12 AGAINST |
| DELEK US HOLDINGS INC. | May 2, 2024 | To approve the amendment to our Second Amended and Restated Certificate of Incorporation to reflect new Delaware law provisions regarding officer exculpation. Corporate Governance |
Other | For | FOR 7 funds |
Split 4 FOR, 1 AGAINST |
| DIAMONDBACK ENERGY INC. | April 26, 2024 | Adjournment Proposal: To adjourn the special meeting to a later date or time if necessary or appropriate, including to solicit additional proxies if there are not sufficient votes cast at the special meeting to approve the Stock Issuance Proposal. Corporate Governance |
Other | For | FOR 13 funds |
Split 14 FOR, 2 AGAINST |
| DOMINION ENERGY INC. | May 7, 2024 | Shareholder Proposal Regarding a Policy to Require an Independent Chair Corporate Governance |
Other | Against | AGAINST 12 funds |
Split 8 FOR, 4 AGAINST |
| DOVER CORP. | May 3, 2024 | To approve an amendment to the Company's Fifth Restated Certificate of Incorporation to reflect recent Delaware law provisions regarding officer exculpation. Corporate Governance |
Other | For | FOR 13 funds |
Split 8 FOR, 3 AGAINST |
| DUKE ENERGY CORP. | May 9, 2024 | Shareholder proposal regarding executives to retain significant stock Compensation |
Other | Not determined | FOR 14 funds |
Split 4 FOR, 5 AGAINST |
| DUN & BRADSTREET HOLDINGS INC. | June 12, 2024 | Approve a certificate of amendment to our amended and restated certificate of incorporation to limit liability of our officers as permitted by law. Corporate Governance |
Other | For | FOR 12 funds |
Split 6 FOR, 1 AGAINST |
| ECOLAB INC. | May 2, 2024 | Vote on a stockholder proposal regarding an independent board chair policy, if properly presented at the meeting. Corporate Governance |
Other | Not determined | AGAINST 13 funds |
Split 8 FOR, 1 AGAINST |
| ENVISTA HOLDINGS CORP. | May 21, 2024 | To approve a proposal to amend our Second Amended and Restated Certificate of Incorporation to include an officer exculpation provision. Corporate Governance |
Other | For | FOR 12 funds |
Split 7 FOR, 1 AGAINST |
| EXLSERVICE HOLDINGS INC. | June 20, 2024 | The approval of the Fourth Amended and Restated Certificate of Incorporation to provide for, among other things, officer exculpation. Corporate Governance |
Other | For | FOR 11 funds |
Split 5 FOR, 1 AGAINST |
| EXTRA SPACE STORAGE INC. | July 18, 2023 | To approve one or more adjournments of the Extra Space special meeting to another date, time or place, if necessary or appropriate, to solicit additional proxies in favor of the Extra Space common stock issuance proposal. Corporate Governance |
Other | For | FOR 17 funds |
Split 9 FOR, 1 AGAINST |
| FASTENAL CO. | April 25, 2024 | The consideration of a shareholder proposal relating to simple majority vote, if properly presented at the annual meeting. Corporate Governance |
Other | Against | AGAINST 18 funds |
Split 9 FOR, 1 AGAINST |
| FEDERAL REALTY INVESTMENT TRUST | May 1, 2024 | To consider and act upon any other matters properly coming before the meeting or any postponement(s) or adjournment(s) thereof. Corporate Governance |
Other | For | FOR 16 funds |
Split 1 FOR, 7 AGAINST |
| FIRSTENERGY CORP. | May 22, 2024 | Report on Feasibility of Integrating Climate-Related Measures into the Company's Compensation Plans Compensation |
Other | Against | AGAINST 13 funds |
Split 1 FOR, 7 AGAINST |
| FREEPORT-MCMORAN INC. | June 11, 2024 | Approval of the amendment to our certificate of incorporation to provide for officer exculpation. Corporate Governance |
Other | For | FOR 12 funds |
Split 11 FOR, 1 AGAINST |
| GENERAL ELECTRIC CO. | May 7, 2024 | Independent Board Chairman Corporate Governance |
Other | Against | AGAINST 12 funds |
Split 6 FOR, 6 AGAINST |
| GENERAL MILLS INC. | September 26, 2023 | Advisory Vote to Allow Shareholders Holding 25% of our Common Stock to Request Special Meetings of Shareholders. Corporate Governance |
Other | For | FOR 12 funds |
Split 12 FOR, 1 AGAINST |
| GENERAL MILLS INC. | September 26, 2023 | Shareholder Proposal - Adopt a Shareholder Right to Call a Special Shareholder Meeting. Corporate Governance |
Other | Against | AGAINST 12 funds |
Split 8 FOR, 5 AGAINST |
| GILEAD SCIENCES INC. | May 8, 2024 | To vote on a stockholder proposal requesting that the Board adopt a policy requiring the Company's named executive officers to retain at least 25% of net-after tax shares of stock acquired through equity pay programs until reaching normal retirement age (at least age 60). Compensation |
Other | Against | FOR 13 funds |
Split 1 FOR, 13 AGAINST |
| GOLDMAN SACHS GROUP INC. | April 24, 2024 | Shareholder Proposal Regarding a Policy for an Independent Chair Corporate Governance |
Other | Against | AGAINST 13 funds |
Split 3 FOR, 12 AGAINST |
| HARTFORD FINANCIAL SERVICES GROUP INC. | May 15, 2024 | Management proposal to amend the Company's Restated Certificate of Incorporation to limit the liability of certain officers of the Company, as permitted by recent amendments to Delaware law Corporate Governance |
Other | For | FOR 13 funds |
Split 14 FOR, 1 AGAINST |
| HF SINCLAIR CORP. | May 22, 2024 | Stockholder proposal regarding special shareholder meeting improvement, if properly presented at the Annual Meeting. Corporate Governance |
Other | Against | AGAINST 13 funds |
Split 1 FOR, 6 AGAINST |
| HILLMAN SOLUTIONS CORP. | June 7, 2024 | Amend our certificate of incorporation to provide for officer exculpation of liability; Corporate Governance |
Other | For | FOR 7 funds |
Split 1 FOR, 1 AGAINST |
| HUBSPOT INC. | June 11, 2024 | Approve an amendment to the HubSpot, Inc. Seventh Amended and Restated Certificate of Incorporation to limit the liability of certain officers in certain circumstances as permitted pursuant to recent amendments to Delaware law. Corporate Governance |
Other | For | FOR 8 funds |
Split 5 FOR, 2 AGAINST |
| HUMANA INC. | April 18, 2024 | The stockholder proposal on simple majority vote, if properly presented at the meeting. Corporate Governance |
Other | Against | AGAINST 13 funds |
Split 14 FOR, 3 AGAINST |
| ILLINOIS TOOL WORKS INC. | May 3, 2024 | A non-binding stockholder proposal, if properly presented at the meeting, for stockholder ratification of termination pay. Compensation |
Other | Against | FOR 16 funds |
Split 3 FOR, 9 AGAINST |
| INGREDION INC. | May 15, 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 11 funds |
Split 7 FOR, 1 AGAINST |
| INTERNATIONAL PAPER CO. | May 13, 2024 | Shareowner Proposal Concerning Shareowner Opportunity to Vote on Excessive Golden Parachutes Compensation |
Other | Against | AGAINST 15 funds |
Split 2 FOR, 9 AGAINST |
| INVESCO LTD. | May 23, 2024 | Shareholder proposal to request shareholder opportunity to vote on excessive golden parachutes Compensation |
Other | Against | FOR 14 funds |
Split 2 FOR, 6 AGAINST |
| IRHYTHM TECHNOLOGIES INC. | May 29, 2024 | To approve an amendment to our Amended and Restated Certificate of Incorporation to limit the liability of certain of our officers as permitted pursuant to recent amendments to the Delaware General Corporation Law. Corporate Governance |
Other | For | FOR 4 funds |
Split 3 FOR, 1 AGAINST |
| JABIL INC. | January 25, 2024 | Consider and act upon the stockholder proposal described in this proxy statement, if properly presented at the Annual Meeting. Corporate Governance |
Other | Against | AGAINST 13 funds |
Split 4 FOR, 3 AGAINST |
| JANUS INTERNATIONAL GROUP INC. | June 24, 2024 | To approve an amendment and restatement of our certificate of incorporation to reflect new Delaware law provisions regarding officer exculpation. Corporate Governance |
Other | For | FOR 4 funds |
Split 1 FOR, 1 AGAINST |
| JPMORGAN CHASE & CO. | May 21, 2024 | Independent board chairman Corporate Governance |
Other | Against | AGAINST 13 funds |
Split 8 FOR, 10 AGAINST |
| JPMORGAN CHASE & CO. | May 21, 2024 | Shareholder opportunity to vote on excessive golden parachutes Compensation |
Other | Against | FOR 13 funds |
Split 2 FOR, 16 AGAINST |
| KARUNA THERAPEUTICS INC. | March 12, 2024 | To adjourn the special meeting from time to time, if necessary or appropriate, as determined in good faith by the board of directors of Karuna including for the purpose of soliciting additional votes for the approval of the proposal to adopt the merger agreement if there are insufficient votes at the time of the special meeting to approve the proposal to adopt the merger agreement. Corporate Governance |
Other | For | FOR 10 funds |
Split 5 FOR, 2 AGAINST |
| KELLANOVA | April 26, 2024 | Shareowner proposal requesting adoption of a policy requiring the Board Chair to be an independent director, if properly presented at the meeting. Corporate Governance |
Other | Against | AGAINST 14 funds |
Split 9 FOR, 2 AGAINST |
| KINSALE CAPITAL GROUP INC. | May 23, 2024 | Approval of an Amendment to the Company's Certificate of Incorporation to include the exculpation of officers Corporate Governance |
Other | For | AGAINST 12 funds |
Split 1 FOR, 6 AGAINST |
| L3HARRIS TECHNOLOGIES INC. | April 19, 2024 | Approval of an amendment to our Restated Certificate of Incorporation to limit lability of officers as permitted by law Corporate Governance |
Other | For | FOR 12 funds |
Split 13 FOR, 1 AGAINST |
| 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 1 FOR, 11 AGAINST |
| 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 13 FOR, 1 AGAINST |
| 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 2 FOR, 1 AGAINST |
| 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 11 FOR, 1 AGAINST |
| 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 10 FOR, 2 AGAINST |
| 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 4 FOR, 3 AGAINST |
| 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 11 FOR, 2 AGAINST |
| 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 9 FOR, 3 AGAINST |
| 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 9 FOR, 4 AGAINST |
| MARSH & MCLENNAN COMPANIES INC. | May 16, 2024 | Stockholder Proposal - Shareholder Right to Act by Written Consent Corporate Governance |
Other | Against | AGAINST 13 funds |
Split 9 FOR, 6 AGAINST |
| MASTERCARD INC. | June 18, 2024 | Consideration of a stockholder proposal requesting a director election resignation bylaw Corporate Governance |
Other | Against | FOR 13 funds |
Split 1 FOR, 16 AGAINST |
| 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 16 FOR, 3 AGAINST |
| 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 16 FOR, 3 AGAINST |
| 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 10 FOR, 12 AGAINST |
| 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 10 FOR, 1 AGAINST |
| 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 9 FOR, 2 AGAINST |
| NETAPP INC. | September 13, 2023 | To approve a stockholder proposal regarding Special Shareholder Meeting Improvement. Corporate Governance |
Other | Against | AGAINST 15 funds |
Split 1 FOR, 8 AGAINST |
| 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 7 FOR, 1 AGAINST |
| 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 11 FOR, 1 AGAINST |
| 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 3 FOR, 1 AGAINST |
| 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 15 FOR, 3 AGAINST |
| OLIN CORP. | April 25, 2024 | Shareholder Proposal Corporate Governance |
Other | Against | FOR 11 funds |
Split 2 FOR, 5 AGAINST |
| PFIZER INC. | April 25, 2024 | Adopt an Independent Board Chair Policy Corporate Governance |
Other | Against | AGAINST 15 funds |
Split 12 FOR, 4 AGAINST |
| PFIZER INC. | April 25, 2024 | Amend Director Resignation Processes Shareholder Rights and Defenses |
Other | Against | ABSTAIN 15 funds |
Split 3 AGAINST, 13 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 10 FOR, 1 AGAINST |
| 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 4 FOR, 1 AGAINST |
| 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 7 FOR, 12 AGAINST |
| PROLOGIS INC. | May 9, 2024 | Vote on a stockholder proposal titled "Simple Majority Vote." Corporate Governance |
Other | Against | AGAINST 15 funds |
Split 10 FOR, 4 AGAINST |
| QUALCOMM INC. | March 5, 2024 | Approval of an amendment to our Certificate of Incorporation to reflect new Delaware law provisions regarding exculpation of officers. Corporate Governance |
Other | For | FOR 14 funds |
Split 14 FOR, 3 AGAINST |
| QUEST DIAGNOSTICS INC. | May 16, 2024 | Approval of an amendment to Company's Restated Certificate of Incorporation to provide for the exculpation of officers of the Company as permitted by law Corporate Governance |
Other | For | FOR 13 funds |
Split 9 FOR, 1 AGAINST |
| REGENERON PHARMACEUTICALS INC. | June 14, 2024 | Non-binding shareholder proposal requesting simple majority voting requirements, if properly presented. Corporate Governance |
Other | Against | FOR 14 funds |
Split 15 FOR, 1 AGAINST |
| REVOLVE GROUP INC. | June 7, 2024 | The approval of an amendment to our certificate of incorporation to limit the liability of certain officers of the company in specific circumstances as permitted by Delaware law. Corporate Governance |
Other | For | AGAINST 4 funds |
Split 1 FOR, 2 AGAINST |
| SAIA INC. | April 25, 2024 | Approve and adopt an amendment and restatement of Saia's certificate of incorporation to limit the liability of certain officers and make various conforming and technical revisions Corporate Governance |
Other | For | FOR 13 funds |
Split 8 FOR, 3 AGAINST |
| SALESFORCE INC. | June 27, 2024 | A stockholder proposal requesting a policy to require the Chair of the Board be an independent member of the Board and not a former CEO of the Company, if properly presented at the meeting. Corporate Governance |
Other | Against | AGAINST 14 funds |
Split 9 FOR, 12 AGAINST |
| SALESFORCE INC. | June 27, 2024 | Amendment of our Restated Certificate of Incorporation to provide for officer exculpation. Corporate Governance |
Other | For | FOR 14 funds |
Split 16 FOR, 5 AGAINST |
| SEADRILL LTD. | April 17, 2024 | To approve the amended and restated bye-laws as set out in Appendix 2 attached to the Proxy Statement (the A&R Bye-laws) and adopt the A&R Bye-laws to be the bye-laws of the Company in substitution for and to the exclusion of all existing bye-laws of the Company. Corporate Governance |
Other | For | AGAINST 2 funds |
Split 1 FOR, 1 AGAINST |
| SOUTHERN CO. | May 22, 2024 | Stockholder proposal regarding simple majority vote Corporate Governance |
Other | Against | AGAINST 12 funds |
Split 9 FOR, 4 AGAINST |
| SOUTHWESTERN ENERGY CO. | June 18, 2024 | Approval of the adjournment of the Southwestern Special Meeting, if necessary or appropriate, to solicit additional votes from shareholders if there are not sufficient votes to adopt the Merger Proposal. Corporate Governance |
Other | For | FOR 11 funds |
Split 9 FOR, 1 AGAINST |
| STRATASYS LTD. | September 28, 2023 | Agreement & Plan of Merger, dated 5/25/23, by & among Stratasys, Tetris Sub Inc., a wholly-owned subsidiary of Stratasys, and Desktop Metal, Inc., & merger of Merger Sub with & into Desktop Metal, (i) issuance of Stratasys ordinary shares to stockholders of Desktop Metal, at a ratio of 0.123 Stratasys ordinary shares per share of Desktop Metal Class A common stock, (ii) adoption of amended & restated articles of association, (iii) election of a slate of 5 designees of Stratasys & 5 designees of Desktop Metal, combined company's CEO, as members of Stratasys' board. Other |
Other | For | AGAINST 3 funds |
Split 1 FOR, 1 AGAINST |
| STRATASYS LTD. | September 28, 2023 | Subject to the approval of Proposal 1, approval of the extension of the expiration date of Stratasys' existing shareholder rights plan for a twelve (12) months period from its original expiration date, i.e., until July 24, 2024. Other |
Other | For | FOR 3 funds |
Split 1 FOR, 1 AGAINST |
| SYNOPSYS INC. | April 10, 2024 | To vote on a stockholder proposal regarding an independent Board chair requirement, if properly presented at the meeting. Corporate Governance |
Other | Against | AGAINST 13 funds |
Split 8 FOR, 9 AGAINST |
| TELEFLEX INC. | May 3, 2024 | Stockholder proposal, if properly presented at the Annual Meeting, to reduce the ownership threshold to call a special stockholder meeting. Corporate Governance |
Other | Against | AGAINST 14 funds |
Split 1 FOR, 13 AGAINST |
| TESLA INC. | June 13, 2024 | A stockholder proposal regarding adopting targets and reporting on metrics to assess the feasibility of integrating sustainability metrics into senior executive compensation plans, if properly presented. Compensation |
Other | Against | AGAINST 14 funds |
Split 1 FOR, 16 AGAINST |
| TESLA INC. | June 13, 2024 | A stockholder proposal regarding simple majority voting provisions in our governing documents, if properly presented. Corporate Governance |
Other | Against | FOR 14 funds |
Split 15 FOR, 2 AGAINST |
| TEXAS PACIFIC LAND CORP. | November 10, 2023 | To consider a non-binding stockholder proposal regarding adopting a policy requiring executives to retain a significant portion of stock until retirement. Compensation |
Other | Against | AGAINST 12 funds |
Split 1 FOR, 4 AGAINST |
| TEXAS ROADHOUSE INC. | May 16, 2024 | Proposal to Amend the Company's Certificate of Incorporation to Provide for the Exculpation of Officers as Permitted by Delaware Law. Corporate Governance |
Other | For | FOR 11 funds |
Split 8 FOR, 1 AGAINST |
| THE WILLIAMS COMPANIES, INC. | April 30, 2024 | Approve the Adoption of the Amended and Restated Certificate of Incorporation of The Williams Companies, Inc. to Limit the Liability of Certain Officers as Permitted by Law. Corporate Governance |
Other | For | FOR 13 funds |
Split 10 FOR, 1 AGAINST |
| UBER TECHNOLOGIES INC. | May 6, 2024 | Management proposal to amend the Certificate of Incorporation to reflect Delaware law provisions regarding exculpation of officers. Corporate Governance |
Other | For | FOR 13 funds |
Split 13 FOR, 4 AGAINST |
| UNITED PARCEL SERVICE INC. | May 2, 2024 | To take steps to reduce the voting power of UPS class A stock from 10 votes per share to one vote per share. Shareholder Rights and Defenses |
Other | Not determined | FOR 15 funds |
Split 18 FOR, 1 AGAINST |
| UNITED RENTALS INC. | May 9, 2024 | Company Proposal to Amend and Restate the Company's Restated Certificate of Incorporation to Permit Officer Exculpation Corporate Governance |
Other | Not determined | FOR 14 funds |
Split 11 FOR, 1 AGAINST |
| VALLEY NATIONAL BANCORP | May 21, 2024 | A shareholder proposal to provide shareholders with the right to ratify executive termination pay if properly presented at the Annual Meeting of Shareholders. Compensation |
Other | Against | FOR 10 funds |
Split 2 FOR, 4 AGAINST |
| VECTOR GROUP LTD. | July 26, 2023 | Advisory vote on a stockholder proposal requesting the Company to amend its governing documents to require the Chairman of the Board of Directors to be an independent director. Corporate Governance |
Other | Against | AGAINST 8 funds |
Split 3 FOR, 2 AGAINST |
| VERIZON COMMUNICATIONS INC. | May 9, 2024 | Amend Clawback Policy Compensation |
Other | Not determined | AGAINST 14 funds |
Split 2 FOR, 13 AGAINST |
| VERIZON COMMUNICATIONS INC. | May 9, 2024 | Independent Board chair Corporate Governance |
Other | Not determined | AGAINST 14 funds |
Split 11 FOR, 4 AGAINST |
| VERTEX PHARMACEUTICALS INC. | May 15, 2024 | Shareholder proposal, if properly presented at the meeting, regarding special shareholder meeting improvement. Corporate Governance |
Other | Against | AGAINST 15 funds |
Split 11 FOR, 7 AGAINST |
| VISA INC. | January 23, 2024 | To approve one or more adjournments of the Annual Meeting to a later date or time, if necessary or appropriate, to solicit additional proxies in favor of Proposal 4 if there are insufficient votes at the time of the Annual Meeting to approve such proposal. Corporate Governance |
Other | For | FOR 15 funds |
Split 17 FOR, 4 AGAINST |
| VISA INC. | January 23, 2024 | To vote on a stockholder proposal requesting that the Board adopt a policy to seek shareholder ratification of certain termination pay arrangements. Compensation |
Other | Against | AGAINST 15 funds |
Split 1 FOR, 19 AGAINST |
| WESTERN DIGITAL CORP. | May 10, 2024 | Adjournment of the Special Meeting from time to time to solicit additional proxies in favor of Proposals 1-4 or if otherwise determined by the Chair of the Special Meeting to be necessary or appropriate. Corporate Governance |
Other | For | AGAINST 14 funds |
Split 10 FOR, 1 AGAINST |
| WILLSCOT MOBILE MINI HOLDINGS CORP. | June 7, 2024 | To approve an amendment to the Amended and Restated Certificate of Incorporation to provide for the exculpation of officers. Corporate Governance |
Other | For | FOR 13 funds |
Split 6 FOR, 1 AGAINST |
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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.