Home › Asset managers › Compare 2023-2024 › Charles Schwab vs John Hancock
Charles Schwab 2023-2024 · John Hancock 2023-2024 · Download the item list (CSV)
| Common items | Same | Differ | Split (not in %) | Same position | Fund-level | |
|---|---|---|---|---|---|---|
| All ballot items | 6,366 | 5,555 | 365 | 446 | 93.8% | 91.0% |
| Board proposals | 5,363 | 4,879 | 281 | 203 | 94.6% | 93.2% |
| E&S shareholder proposals | 221 | 69 | 14 | 138 | 83.1% | 60.0% |
| Other items | 782 | 607 | 70 | 105 | 89.7% | 84.5% |
Everything Voted differently Split votes
All ballot items Board proposals E&S shareholder proposals Other items
105 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 | John Hancock |
|---|---|---|---|---|---|---|
| ABBVIE INC. | May 3, 2024 | Stockholder Proposal - to Implement Simple Majority Vote Corporate Governance |
Other | Against | AGAINST 15 funds |
Split 9 FOR, 5 AGAINST |
| AIRBNB INC. | June 5, 2024 | To approve the amendment and restatement of our Restated Certificate of Incorporation to provide for the exculpation of officers. Corporate Governance |
Other | For | AGAINST 13 funds |
Split 2 FOR, 8 AGAINST |
| ALPHABET INC. | June 7, 2024 | Stockholder proposal regarding AI principles and Board oversight Corporate Governance |
Other | Against | FOR 14 funds |
Split 18 FOR, 10 AGAINST |
| ALTRIA GROUP INC. | May 16, 2024 | Proposal Withdrawn Shareholder Rights and Defenses |
Other | Against | ABSTAIN 14 funds |
Split 1 AGAINST, 6 ABSTAIN |
| AMAZON.COM INC. | May 22, 2024 | SHAREHOLDER PROPOSAL REQUESTING AN ADDITIONAL BOARD COMMITTEE TO OVERSEE ARTIFICIAL INTELLIGENCE Corporate Governance |
Other | Against | AGAINST 14 funds |
Split 1 FOR, 22 AGAINST |
| AMAZON.COM INC. | May 22, 2024 | SHAREHOLDER PROPOSAL REQUESTING AN ADDITIONAL BOARD COMMITTEE TO OVERSEE PUBLIC POLICY Corporate Governance |
Other | Against | AGAINST 14 funds |
Split 1 FOR, 22 AGAINST |
| AMERICAN TOWER CORP. | May 22, 2024 | To consider a stockholder proposal, if properly presented, regarding the ownership threshold required to call a special meeting. Corporate Governance |
Other | Against | AGAINST 15 funds |
Split 16 FOR, 1 AGAINST |
| ANSYS INC. | June 7, 2024 | Stockholder Proposal Requesting the Adoption of a Shareholder Right to Call a Special Shareholder Meeting, if Properly Presented Corporate Governance |
Other | Against | AGAINST 14 funds |
Split 5 FOR, 2 AGAINST |
| ARTIVION INC. | May 14, 2024 | To approve the amendment and restatement of Artivion's Certificate of Incorporation to allow for officer exculpation as provided for under Delaware law. Corporate Governance |
Other | For | FOR 4 funds |
Split 3 FOR, 1 AGAINST |
| AT&T INC. | May 16, 2024 | Independent Board Chairman Corporate Governance |
Other | Against | AGAINST 12 funds |
Split 6 FOR, 5 AGAINST |
| ATRICURE INC. | May 13, 2024 | Proposal to approve an Amendment to the Company's Second Amended and Restated Certificate of Incorporation to limit the liability of certain officers of the Company. Corporate Governance |
Other | For | FOR 4 funds |
Split 4 FOR, 2 AGAINST |
| AVIAT NETWORKS INC. | November 8, 2023 | Amendment No. 1 to the Amended and Restated Tax Benefit Preservation Plan dated as of February 28, 2023, by and between the Company and Computershare Inc. as Rights Agent. Shareholder Rights and Defenses |
Other | For | FOR 2 funds |
Split 3 FOR, 1 AGAINST |
| BANK OF AMERICA CORP. | April 24, 2024 | Shareholder proposal requesting independent board chair Corporate Governance |
Other | Against | AGAINST 13 funds |
Split 16 FOR, 4 AGAINST |
| BANK OF AMERICA CORP. | April 24, 2024 | Shareholder proposal requesting right to act by written consent Corporate Governance |
Other | Against | AGAINST 13 funds |
Split 13 FOR, 7 AGAINST |
| BERKSHIRE HATHAWAY INC. | May 4, 2024 | Shareholder proposal requesting that the Board of Directors form a Railroad Safety Committee of independent directors. Corporate Governance |
Other | Against | AGAINST 13 funds |
Split 1 FOR, 7 AGAINST |
| BOOKING HOLDINGS INC. | June 4, 2024 | Stockholder proposal requesting a non-binding stockholder vote to amend the Company's clawback policy. Compensation |
Other | Not determined | AGAINST 13 funds |
Split 8 FOR, 3 AGAINST |
| BRISTOL-MYERS SQUIBB CO. | May 7, 2024 | Shareholder Proposal on Executive Retention of Significant Stock Compensation |
Other | Against | FOR 12 funds |
Split 9 FOR, 5 AGAINST |
| BRISTOL-MYERS SQUIBB CO. | May 7, 2024 | Shareholder Proposal on the Adoption of a Board Policy that the Chairperson of the Board be an Independent Director Corporate Governance |
Other | Against | AGAINST 12 funds |
Split 8 FOR, 6 AGAINST |
| BUNGE LIMITED | October 5, 2023 | To approve the adjournment of the Extraordinary General meeting to a later date to solicit additional proxies if there are insufficient votes at the time of the Extraordinary General meeting to approve the Redomestication or acquisition transactions. Corporate Governance |
Other | For | FOR 14 funds |
Split 6 FOR, 2 AGAINST |
| CADENCE DESIGN SYSTEMS INC. | May 2, 2024 | Approval of the amendment of the Restated Certificate of Incorporation regarding stockholder action by written consent. Corporate Governance |
Other | Not determined | FOR 12 funds |
Split 8 FOR, 3 AGAINST |
| CADENCE DESIGN SYSTEMS INC. | May 2, 2024 | Approval of the amendment of the Restated Certificate of Incorporation to limit monetary liability of certain officers as permitted by law. Corporate Governance |
Other | Not determined | FOR 12 funds |
Split 9 FOR, 2 AGAINST |
| CARGURUS INC. | June 5, 2024 | To approve an amendment to our Fourth Amended and Restated Certificate of Incorporation to reflect new Delaware law provisions regarding officer exculpation. Corporate Governance |
Other | For | AGAINST 7 funds |
Split 1 FOR, 7 AGAINST |
| CATALENT INC. | May 29, 2024 | To approve one or more adjournments of the Special Meeting, if necessary, to solicit additional proxies if a quorum is not present or there are not sufficient votes cast at the Special Meeting to approve the Merger Proposal. Corporate Governance |
Other | For | FOR 14 funds |
Split 7 FOR, 2 AGAINST |
| CATERPILLAR INC. | June 12, 2024 | Shareholder Proposal - Independent Board Chairman Corporate Governance |
Other | Against | AGAINST 16 funds |
Split 5 FOR, 1 AGAINST |
| CBOE GLOBAL MARKETS INC. | May 16, 2024 | Advisory vote on a management proposal to provide stockholders the right to call a special meeting of stockholders at a 25% ownership threshold. Corporate Governance |
Other | For | FOR 15 funds |
Split 2 FOR, 6 AGAINST |
| CBOE GLOBAL MARKETS INC. | May 16, 2024 | Advisory vote on a stockholder proposal to provide stockholders the right to call a special meeting of stockholders at a 10% ownership threshold. Corporate Governance |
Other | Against | AGAINST 15 funds |
Split 6 FOR, 2 AGAINST |
| CHAMPIONX CORP. | June 18, 2024 | To approve the adjournment of the 2024 Special Meeting, if necessary, (1) to solicit additional proxies in favor of the Merger Proposal if (a) there are holders of an insufficient number of shares of ChampionX common stock present online or represented by proxy at the ChampionX Special Meeting to constitute a quorum at such meeting or (b) there are insufficient votes at the time of such adjournment to approve the Merger Proposal or (2) to allow reasonable additional time for the filing and mailing of any required supplement or amendment to the accompanying proxy statement/prospectus, and the review of such materials by ChampionX stockholders (the "Adjournment Proposal"). Corporate Governance |
Other | For | FOR 10 funds |
Split 9 FOR, 1 AGAINST |
| CHESAPEAKE ENERGY CORP. | June 18, 2024 | Approval of the adjournment of the Special Meeting of Chesapeake shareholders, if necessary or appropriate, to solicit additional votes from shareholders if there are not sufficient votes to adopt the Stock Issuance Proposal. Corporate Governance |
Other | For | FOR 12 funds |
Split 7 FOR, 4 AGAINST |
| CHUBB LIMITED | May 16, 2024 | Shareholder proposal on Scope 3 greenhouse gas emissions reporting, if properly presented Environment or Climate |
Other | Against | AGAINST 12 funds |
Split 9 FOR, 5 AGAINST |
| CHUBB LIMITED | May 16, 2024 | Shareholder proposal on pay gap reporting, if properly presented Diversity, Equity, and Inclusion |
Other | Against | AGAINST 12 funds |
Split 8 FOR, 6 AGAINST |
| CIGNA GROUP | April 24, 2024 | Shareholder proposal - improve the shareholder right to call a special shareholder meeting. Corporate Governance |
Other | Against | AGAINST 14 funds |
Split 6 FOR, 5 AGAINST |
| CONAGRA BRANDS INC. | September 14, 2023 | Shareholder proposal requesting a shareholder right to call a special shareholder meeting, if properly presented Corporate Governance |
Other | Against | AGAINST 13 funds |
Split 7 FOR, 2 AGAINST |
| CORPAY INC. | June 6, 2024 | Shareholder proposal regarding an independent Board chair requirement, if properly presented at the meeting. Corporate Governance |
Other | Against | FOR 14 funds |
Split 8 FOR, 3 AGAINST |
| CRISPR THERAPEUTICS AG | May 30, 2024 | Re-election of the members of the Compensation Committee: H. Edward Fleming, Jr. Corporate Governance |
Other | For | AGAINST 4 funds |
Split 1 FOR, 2 AGAINST |
| CRISPR THERAPEUTICS AG | May 30, 2024 | Re-election of the members of the Compensation Committee: John T. Greene Corporate Governance |
Other | For | AGAINST 4 funds |
Split 1 FOR, 2 AGAINST |
| CUMMINS INC. | May 14, 2024 | The shareholder proposal regarding linking executive compensation to achieving 1.5 C emissions reductions. Compensation |
Other | Against | AGAINST 13 funds |
Split 4 FOR, 6 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 6 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 9 FOR, 7 AGAINST |
| DEERE & CO. | February 28, 2024 | Shareholder proposal regarding shareholder ratification of golden parachutes Compensation |
Other | Against | FOR 13 funds |
Split 6 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 10 FOR, 5 AGAINST |
| DUKE ENERGY CORP. | May 9, 2024 | Shareholder proposal regarding executives to retain significant stock Compensation |
Other | Not determined | FOR 14 funds |
Split 9 FOR, 3 AGAINST |
| EASTERN BANKSHARES INC. | February 28, 2024 | To approve the adjournment of the Eastern special meeting, if necessary or appropriate, to solicit additional proxies if there are insufficient votes at the time of the Eastern special meeting to approve the Eastern Share Issuance Proposal or to ensure that any supplement or amendment to the joint proxy statement/prospectus is timely provided to Eastern shareholders. Corporate Governance |
Other | For | FOR 7 funds |
Split 10 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 6 FOR, 1 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 9 FOR, 4 AGAINST |
| GENERAL ELECTRIC CO. | May 7, 2024 | Independent Board Chairman Corporate Governance |
Other | Against | AGAINST 12 funds |
Split 4 FOR, 5 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 1 FOR, 4 AGAINST, 1 ABSTAIN |
| 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 5 FOR, 1 AGAINST |
| GENERAL MOTORS CO. | June 4, 2024 | Shareholder Proposal Requesting a Report on Sustainability Risk in the Company's Supply Chain Corporate Governance |
Other | Not determined | AGAINST 12 funds |
Split 4 FOR, 3 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 10 FOR, 1 AGAINST |
| GITLAB INC. | June 11, 2024 | Approve an amendment to GitLab Inc.'s restated certificate of incorporation to limit the liability of certain officers of GitLab Inc. as permitted pursuant to recent amendments to the Delaware General Corporation Law. Corporate Governance |
Other | For | FOR 7 funds |
Split 3 FOR, 3 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 16 FOR, 9 AGAINST |
| HAWAIIAN HOLDINGS INC. | May 15, 2024 | Please complete the following certification regarding the citizenship of the owner of the shares in Hawaiian Holdings, Inc. (See reverse side of this card for additional information.) Please mark "YES" if owner is a U.S. Citizen or "NO" if owner is a NOT a U.S. Citizen. Other |
Other | None | FOR 4 funds |
Split 3 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 3 FOR, 3 AGAINST |
| HOULIHAN LOKEY INC. | September 20, 2023 | To amend and restate our amended and restated certificate of incorporation provide exculpation from liability for certain officers to the extent permitted by the Delaware General Corporate Law, eliminate inoperative or historical provisions, and update certain other related miscellaneous provisions; and Corporate Governance |
Other | For | AGAINST 9 funds |
Split 3 FOR, 6 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 8 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 8 FOR, 7 AGAINST |
| IMMUNOME INC. | September 29, 2023 | To approve a postponement or adjournment of the Immunome special meeting, if necessary, to solicit additional proxies if there are not sufficient votes in favor of the Stock Issuance Proposal. Corporate Governance |
Other | For | FOR 1 fund |
Split 1 FOR, 2 AGAINST |
| INFORMATICA INC. | June 11, 2024 | Approval of an amendment to our amended and restated certificate of incorporation to reflect recently adopted Delaware law provisions regarding officer exculpation. Corporate Governance |
Other | For | AGAINST 9 funds |
Split 2 FOR, 3 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 7 FOR, 2 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 |
| JPMORGAN CHASE & CO. | May 21, 2024 | Independent board chairman Corporate Governance |
Other | Against | AGAINST 13 funds |
Split 12 FOR, 6 AGAINST |
| JPMORGAN CHASE & CO. | May 21, 2024 | Shareholder opportunity to vote on excessive golden parachutes Compensation |
Other | Against | FOR 13 funds |
Split 3 FOR, 15 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 4 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 5 FOR, 2 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 6 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 7 FOR, 1 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 8 FOR, 1 AGAINST |
| LSB INDUSTRIES INC. | May 23, 2024 | Proposal to approve the Amended and Restated Section 382 Rights Agreement in order to extend the term of the Company's existing rights plan. Shareholder Rights and Defenses |
Other | For | FOR 7 funds |
Split 3 FOR, 1 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 4 FOR, 2 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 6 FOR, 5 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 3 FOR, 14 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 11 FOR, 8 AGAINST |
| NETAPP INC. | September 13, 2023 | To approve a stockholder proposal regarding Special Shareholder Meeting Improvement. Corporate Governance |
Other | Against | AGAINST 15 funds |
Split 7 FOR, 2 AGAINST |
| NUTANIX INC. | December 8, 2023 | Approval of the amendment to our Amended and Restated Certificate of Incorporation to permit the exculpation of officers. Corporate Governance |
Other | For | AGAINST 9 funds |
Split 3 FOR, 1 AGAINST |
| OLIN CORP. | April 25, 2024 | Shareholder Proposal Corporate Governance |
Other | Against | FOR 11 funds |
Split 4 FOR, 5 AGAINST |
| PFIZER INC. | April 25, 2024 | Adopt an Independent Board Chair Policy Corporate Governance |
Other | Against | AGAINST 15 funds |
Split 8 FOR, 6 AGAINST |
| PFIZER INC. | April 25, 2024 | Amend Director Resignation Processes Shareholder Rights and Defenses |
Other | Against | ABSTAIN 15 funds |
Split 2 AGAINST, 12 ABSTAIN |
| PROLOGIS INC. | May 9, 2024 | Vote on a stockholder proposal titled "Simple Majority Vote." Corporate Governance |
Other | Against | AGAINST 15 funds |
Split 6 FOR, 3 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 6 FOR, 2 AGAINST |
| SAGE THERAPEUTICS INC. | January 31, 2024 | To approve a proposal to adjourn the Special 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 with, the approval of the Option Exchange Proposal. Corporate Governance |
Other | For | FOR 5 funds |
Split 4 FOR, 2 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 10 FOR, 10 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 2 FOR, 4 AGAINST |
| SHOCKWAVE MEDICAL INC. | May 29, 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 9 funds |
Split 9 FOR, 2 AGAINST |
| SOUTHERN CO. | May 22, 2024 | Stockholder proposal regarding simple majority vote Corporate Governance |
Other | Against | AGAINST 12 funds |
Split 8 FOR, 2 AGAINST, 1 ABSTAIN |
| 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 6 FOR, 1 AGAINST |
| SPX TECHNOLOGIES INC. | May 14, 2024 | Approval of the Amendment to our Certificate of Incorporation to Add a Delaware Forum Selection Provision for Certain Legal Actions. Shareholder Rights and Defenses |
Other | For | AGAINST 8 funds |
Split 5 FOR, 2 AGAINST |
| SPX TECHNOLOGIES INC. | May 14, 2024 | Approval of the Amendment to our Certificate of Incorporation to Add a Federal Forum Selection Provision for Claims under the Securities Act of 1933. Shareholder Rights and Defenses |
Other | For | AGAINST 8 funds |
Split 5 FOR, 2 AGAINST |
| SPX TECHNOLOGIES INC. | May 14, 2024 | Approval of the Amendment to our Certificate of Incorporation to Provide for Exculpation of Certain Officers as Permitted by Recent Amendments to Delaware Law. Corporate Governance |
Other | For | FOR 8 funds |
Split 5 FOR, 2 AGAINST |
| STEEL DYNAMICS INC. | May 9, 2024 | SHAREHOLDER PROPOSAL - ADOPT A SHAREHOLDER RIGHT TO CALL A SPECIAL SHAREHOLDER MEETING Corporate Governance |
Other | Not determined | AGAINST 14 funds |
Split 5 FOR, 2 AGAINST |
| SUMMIT MATERIALS INC. | January 11, 2024 | Approve one or more adjournments of the Special Meeting, if necessary or appropriate, to permit solicitation of additional votes if there are insufficient votes to approve the Common Stock Issuance Proposal and/or the Preferred Stock Issuance Proposal. Corporate Governance |
Other | For | FOR 9 funds |
Split 6 FOR, 2 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 4 FOR, 7 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 5 FOR, 10 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 4 FOR, 5 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 7 FOR, 2 AGAINST |
| TEXAS PACIFIC LAND CORP. | November 10, 2023 | To consider a non-binding stockholder proposal regarding adopting a policy that requires an independent Chair of the Company's Board of Directors. Corporate Governance |
Other | Against | AGAINST 12 funds |
Split 1 FOR, 2 AGAINST |
| TPG INC. | June 5, 2024 | Approve an Amendment to the Company's Certificate of Incorporation Providing for Officer Exculpation under Delaware Law Corporate Governance |
Other | For | AGAINST 9 funds |
Split 2 FOR, 1 AGAINST |
| UNION PACIFIC CORP. | May 9, 2024 | Shareholder proposal requesting an amendment to the Safety and Service Quality Committee's charter to review staffing levels and confer on safety issues with stakeholders. Corporate Governance |
Other | Not determined | AGAINST 13 funds |
Split 1 FOR, 10 AGAINST |
| VERIZON COMMUNICATIONS INC. | May 9, 2024 | Amend Clawback Policy Compensation |
Other | Not determined | AGAINST 14 funds |
Split 16 FOR, 3 AGAINST |
| VERIZON COMMUNICATIONS INC. | May 9, 2024 | Independent Board chair Corporate Governance |
Other | Not determined | AGAINST 14 funds |
Split 16 FOR, 3 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 5 FOR, 5 AGAINST |
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How items are matched and positions counted: see the comparison table and the methodology. Built October 18, 2026 from SEC Form N-PX filings.