Home › Asset managers › Compare 2023-2024 › Equitable 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”.
Equitable 2023-2024 · Brighthouse 2023-2024 · Download the item list (CSV)
| Common items | Same | Differ | Split (not in %) | Same position | Fund-level | |
|---|---|---|---|---|---|---|
| All ballot items | 58,462 | 42,917 | 2,485 | 13,060 | 94.5% | 86.3% |
| Board proposals | 50,472 | 36,431 | 2,340 | 11,701 | 94.0% | 85.8% |
| E&S shareholder proposals | 422 | 6 | 6 | 410 | 50.0% | 34.8% |
| Other items | 7,568 | 6,480 | 139 | 949 | 97.9% | 92.7% |
Everything Voted differently Split votes
All ballot items Board proposals E&S shareholder proposals Other items
416 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 | Equitable | Brighthouse |
|---|---|---|---|---|---|---|
| OCCIDENTAL PETROLEUM CORP. | May 2, 2024 | Shareholder Proposal Requesting an Annual Report on Lobbying Other Social Issues |
Shareholder (E&S) | Not determined | Split 11 FOR, 6 AGAINST |
Split 2 FOR, 2 ABSTAIN |
| OLD DOMINION FREIGHT LINE INC. | May 15, 2024 | Shareholder proposal regarding greenhouse gas reduction. Environment or Climate |
Shareholder (E&S) | Against | Split 13 FOR, 9 AGAINST |
Split 1 FOR, 1 AGAINST, 4 ABSTAIN |
| ORACLE CORP. | November 15, 2023 | Stockholder Proposal Regarding Pay Gap Report Diversity, Equity, and Inclusion |
Shareholder (E&S) | Against | Split 21 FOR, 3 AGAINST |
Split 3 FOR, 1 AGAINST, 2 ABSTAIN |
| ORACLE CORP. | November 15, 2023 | Stockholder Proposal Regarding Pay Gap Report. Diversity, Equity, and Inclusion |
Shareholder (E&S) | Against | AGAINST 1 fund |
Split 1 FOR, 4 ABSTAIN |
| PACCAR INC | April 30, 2024 | Stockholder proposal regarding a report on climate-related policy engagement Environment or Climate |
Shareholder (E&S) | Against | Split 10 FOR, 7 AGAINST |
Split 1 FOR, 1 AGAINST, 4 ABSTAIN |
| PAPA JOHN'S INTERNATIONAL INC. | May 2, 2024 | Stockholder proposal regarding pork housing disclosure. Other Social Issues |
Shareholder (E&S) | Against | Split 3 FOR, 4 AGAINST |
Split 1 FOR, 2 AGAINST, 3 ABSTAIN |
| PARAMOUNT GLOBAL | June 4, 2024 | A stockholder proposal, if properly presented at the meeting, requesting that the Company prepare and disclose a "transparency report" regarding its use of artificial intelligence. Other Social Issues |
Shareholder (E&S) | Against | Split 2 FOR, 1 AGAINST |
ABSTAIN 1 fund |
| PAYPAL HOLDINGS INC. | May 22, 2024 | Stockholder Proposal - Report on Respecting Workforce Civil Liberties. Environment or Climate |
Shareholder (E&S) | Against | AGAINST 22 funds |
Split 5 AGAINST, 5 ABSTAIN |
| PEPSICO INC. | May 1, 2024 | Shareholder Proposal - Global Transparency Report. Other Social Issues |
Shareholder (E&S) | Not determined | Split 2 FOR, 21 AGAINST |
Split 4 AGAINST, 10 ABSTAIN |
| PEPSICO INC. | May 1, 2024 | Shareholder Proposal - Report on Gender-Based Compensation Gaps and Associated Risks. Environment or Climate |
Shareholder (E&S) | Not determined | Split 1 FOR, 22 AGAINST |
Split 4 AGAINST, 10 ABSTAIN |
| PEPSICO INC. | May 1, 2024 | Shareholder Proposal - Report on Risks Created by the Company's Diversity, Equity and Inclusion Efforts. Environment or Climate |
Shareholder (E&S) | Not determined | AGAINST 23 funds |
Split 1 AGAINST, 3 ABSTAIN |
| PEPSICO INC. | May 1, 2024 | Shareholder Proposal - Report on Risks Related to Biodiversity and Nature Loss. Environment or Climate |
Shareholder (E&S) | Not determined | Split 10 FOR, 11 AGAINST |
Split 1 FOR, 3 AGAINST, 10 ABSTAIN |
| PEPSICO INC. | May 1, 2024 | Shareholder Proposal - Third-Party Assessment on Non-Sugar Sweetener Risks. Environment or Climate |
Shareholder (E&S) | Not determined | Split 2 FOR, 21 AGAINST |
Split 1 FOR, 3 AGAINST, 10 ABSTAIN |
| PEPSICO INC. | May 1, 2024 | Shareholder Proposal - Third-Party Racial Equity Audit. Diversity, Equity, and Inclusion |
Shareholder (E&S) | Not determined | Split 2 FOR, 21 AGAINST |
Split 1 FOR, 3 AGAINST, 10 ABSTAIN |
| PFIZER INC. | April 25, 2024 | Publish a Congruency Report on Political, Lobbying, Electioneering Expenditures Other Social Issues |
Shareholder (E&S) | Against | Split 1 FOR, 15 AGAINST |
Split 6 AGAINST, 6 ABSTAIN |
| PFIZER INC. | April 25, 2024 | Publish a Report on Corporate Contributions Other Social Issues |
Shareholder (E&S) | Against | AGAINST 16 funds |
Split 6 AGAINST, 6 ABSTAIN |
| PHILLIPS 66 | May 15, 2024 | Shareholder Proposal Requesting Report Analyzing The Impact Of The System Change Scenario On The Chemicals Business. Environment or Climate |
Shareholder (E&S) | Against | AGAINST 2 funds |
Split 1 FOR, 4 ABSTAIN |
| PHILLIPS 66 | May 15, 2024 | Shareholder proposal requesting report analyzing the impact of the "System Change Scenario" on the Chemicals business. Environment or Climate |
Shareholder (E&S) | Against | Split 2 FOR, 19 AGAINST |
Split 3 AGAINST, 2 ABSTAIN |
| PNC FINANCIAL SERVICES GROUP INC. | April 24, 2024 | Shareholder proposal regarding report on risk management and implementation of PNC's Human Rights Statement in financing. Human Rights or Human Capital/workforce |
Shareholder (E&S) | Against | Split 1 FOR, 19 AGAINST |
Split 4 AGAINST, 1 ABSTAIN |
| PREFORMED LINE PRODUCTS CO. | May 7, 2024 | To vote on shareholder proposal requesting that the Board of Directors prepare a report by January 2025, at reasonable expense and omitting proprietary information, on steps the Company is taking to enhance board diversity; and Diversity, Equity, and Inclusion |
Shareholder (E&S) | Against | FOR 8 funds |
Split 1 FOR, 1 ABSTAIN |
| PROCTER & GAMBLE CO. | October 10, 2023 | Shareholder Proposal - Annual Report on Operations in China Human Rights or Human Capital/workforce |
Shareholder (E&S) | Against | AGAINST 26 funds |
Split 4 AGAINST, 8 ABSTAIN |
| PROCTER & GAMBLE CO. | October 10, 2023 | Shareholder Proposal - Civil Rights Audit of Reverse Discrimination Environment or Climate |
Shareholder (E&S) | Against | AGAINST 26 funds |
Split 5 AGAINST, 8 ABSTAIN |
| PROGRESSIVE CORP. | May 10, 2024 | Shareholder proposal regarding a report on the Company's diversity, equity, and inclusion efforts; and Environment or Climate |
Shareholder (E&S) | Against | AGAINST 23 funds |
Split 4 AGAINST, 2 ABSTAIN |
| QUEST DIAGNOSTICS INC. | May 16, 2024 | Stockholder proposal regarding managing climate risk through science-based targets and transition planning Environment or Climate |
Shareholder (E&S) | Against | Split 11 FOR, 7 AGAINST |
Split 3 FOR, 2 ABSTAIN |
| REGIONS FINANCIAL CORP. | April 17, 2024 | Shareholder Proposal Relating to a Report on the Risks of Politicized De-Banking. Environment or Climate |
Shareholder (E&S) | Against | AGAINST 18 funds |
Split 3 AGAINST, 4 ABSTAIN |
| REPUBLIC SERVICES INC. | May 23, 2024 | Shareholder proposal to report on stakeholder impact from the Company's climate change strategy. Environment or Climate |
Shareholder (E&S) | Against | Split 1 FOR, 17 AGAINST, 1 ABSTAIN |
Split 1 FOR, 3 AGAINST, 9 ABSTAIN |
| ROSS STORES INC. | May 22, 2024 | To vote on a stockholder proposal regarding reporting on material value chain GHG emissions, if properly presented at the Annual Meeting. Environment or Climate |
Shareholder (E&S) | Against | Split 1 FOR, 21 AGAINST |
Split 3 FOR, 3 AGAINST, 11 ABSTAIN |
| RTX CORP. | May 2, 2024 | Shareowner Proposal Requesting a Human Rights Impact Assessment Human Rights or Human Capital/workforce |
Shareholder (E&S) | Not determined | Split 1 FOR, 18 AGAINST |
Split 7 AGAINST, 5 ABSTAIN |
| RTX CORP. | May 2, 2024 | Shareowner Proposal Requesting a Lobbying Transparency Report Other Social Issues |
Shareholder (E&S) | Not determined | Split 10 FOR, 8 AGAINST |
Split 6 FOR, 1 AGAINST, 5 ABSTAIN |
| RTX CORP. | May 2, 2024 | Shareowner Proposal Requesting a Report on Full Value Chain Emissions Reduction Plan Environment or Climate |
Shareholder (E&S) | Not determined | Split 3 FOR, 8 AGAINST, 6 ABSTAIN |
Split 6 FOR, 1 AGAINST, 5 ABSTAIN |
| RYDER SYSTEM INC. | May 3, 2024 | To vote, on an advisory basis, on a shareholder proposal regarding managing climate risk through science-based targets and transition planning. Environment or Climate |
Shareholder (E&S) | Against | AGAINST 8 funds |
Split 3 AGAINST, 2 ABSTAIN |
| RYDER SYSTEM INC. | May 3, 2024 | To vote, on an advisory basis, on a shareholder proposal regarding the Company's climate change strategy and related impacts on employment. Environment or Climate |
Shareholder (E&S) | Against | AGAINST 8 funds |
Split 3 FOR, 2 ABSTAIN |
| SALESFORCE INC. | June 27, 2024 | A stockholder proposal requesting a report on viewpoint restriction risks, if properly presented at the meeting. Environment or Climate |
Shareholder (E&S) | Against | AGAINST 27 funds |
Split 7 AGAINST, 4 ABSTAIN |
| SEMPRA | May 9, 2024 | Shareholder proposal requesting a report on certain safety and environmental matters Human Rights or Human Capital/workforce |
Shareholder (E&S) | Not determined | Split 9 FOR, 12 AGAINST |
Split 2 FOR, 1 AGAINST, 3 ABSTAIN |
| SKECHERS U.S.A. INC. | May 23, 2024 | Stockholder proposal requesting our company to publicly disclose a timeline for meeting and disclosing our value chain emissions. Environment or Climate |
Shareholder (E&S) | Against | AGAINST 9 funds |
Split 1 FOR, 3 ABSTAIN |
| SKYWEST INC. | May 7, 2024 | A shareholder proposal regarding collective bargaining policy. Human Rights or Human Capital/workforce |
Shareholder (E&S) | Against | Split 2 FOR, 3 AGAINST |
Split 1 FOR, 5 ABSTAIN |
| SKYWORKS SOLUTIONS INC. | May 14, 2024 | To approve a stockholder proposal regarding adoption of greenhouse gas emissions reduction targets. Environment or Climate |
Shareholder (E&S) | Against | Split 1 FOR, 19 AGAINST |
Split 2 FOR, 5 ABSTAIN |
| SMITH & WESSON BRANDS INC. | September 19, 2023 | A stockholder proposal (human rights impact assessment). Human Rights or Human Capital/workforce |
Shareholder (E&S) | Against | Split 2 FOR, 4 AGAINST |
FOR 1 fund |
| SONOCO PRODUCTS CO. | April 17, 2024 | Advisory (non-binding) shareholder proposal regarding transparency in political spending. Other Social Issues |
Shareholder (E&S) | Against | Split 4 FOR, 4 AGAINST, 1 ABSTAIN |
Split 2 FOR, 3 ABSTAIN |
| SOUTHERN CO. | May 22, 2024 | Stockholder proposal regarding disclosing short-, medium-, and long-term operational GHG targets Environment or Climate |
Shareholder (E&S) | Against | Split 1 FOR, 19 AGAINST |
Split 1 FOR, 5 AGAINST, 3 ABSTAIN |
| SPARTANNASH CO. | May 22, 2024 | Shareholder proposal regarding animal welfare, if properly presented at the Annual Meeting. Other Social Issues |
Shareholder (E&S) | Against | AGAINST 7 funds |
Split 1 AGAINST, 2 ABSTAIN |
| SPIRIT AEROSYSTEMS HOLDINGS INC. | April 24, 2024 | The Stockholder Proposal titled "Transparency in Political Spending" Other Social Issues |
Shareholder (E&S) | Against | Split 3 FOR, 2 AGAINST |
ABSTAIN 2 funds |
| STARBUCKS CORP. | March 13, 2024 | Shareholder proposal requesting a report on direct and systemic discrimination. Environment or Climate |
Shareholder (E&S) | Contested | AGAINST 23 funds |
Split 4 AGAINST, 6 ABSTAIN |
| STARBUCKS CORP. | March 13, 2024 | Shareholder proposal requesting a report on human rights policies. Human Rights or Human Capital/workforce |
Shareholder (E&S) | Contested | AGAINST 23 funds |
Split 4 AGAINST, 6 ABSTAIN |
| STARBUCKS CORP. | March 13, 2024 | Shareholder proposal requesting a report on plant-based milk pricing. Environment or Climate |
Shareholder (E&S) | Contested | AGAINST 23 funds |
Split 4 AGAINST, 6 ABSTAIN |
| STRIDE INC. | December 7, 2023 | Approval of the stockholder proposal regarding a report on lobbying; and Other Social Issues |
Shareholder (E&S) | Against | FOR 6 funds |
Split 2 FOR, 1 ABSTAIN |
| STRYKER CORP. | May 9, 2024 | Shareholder Proposal on Transparency in Political Spending. Other Social Issues |
Shareholder (E&S) | Not determined | Split 16 FOR, 7 AGAINST |
Split 3 FOR, 3 AGAINST, 9 ABSTAIN |
| SYSCO CORP. | November 17, 2023 | To consider a stockholder proposal related to re-establishing a policy for eliminating or reducing gestation crates in the Company's pork supply chain. Other Social Issues |
Shareholder (E&S) | Against | Split 10 FOR, 10 AGAINST |
Split 4 FOR, 1 AGAINST, 7 ABSTAIN |
| TARGET CORP. | June 12, 2024 | Shareholder proposal requesting a political contributions congruency analysis. Other Social Issues |
Shareholder (E&S) | Against | Split 1 FOR, 21 AGAINST |
Split 1 FOR, 4 AGAINST, 4 ABSTAIN |
| TARGET CORP. | June 12, 2024 | Shareholder proposal requesting a report on Target's partnerships with, charitable contributions to, and other support for certain organizations. Other Social Issues |
Shareholder (E&S) | Against | AGAINST 22 funds |
Split 4 AGAINST, 2 ABSTAIN |
| TARGET CORP. | June 12, 2024 | Shareholder proposal requesting animal pain management reporting. Other Social Issues |
Shareholder (E&S) | Against | AGAINST 22 funds |
Split 1 FOR, 4 AGAINST, 4 ABSTAIN |
| TARGET CORP. | June 12, 2024 | Shareholder proposal to establish wage policies. Other Social Issues |
Shareholder (E&S) | Against | Split 1 FOR, 21 AGAINST |
Split 1 FOR, 4 AGAINST, 4 ABSTAIN |
| TENET HEALTHCARE CORP. | May 22, 2024 | To report on risk mitigation regarding state restrictions for emergency abortions. Other Social Issues |
Shareholder (E&S) | Against | Split 3 AGAINST, 4 ABSTAIN |
Split 4 AGAINST, 7 ABSTAIN |
| TESLA INC. | June 13, 2024 | A stockholder proposal regarding adoption of a freedom of association and collective bargaining policy, if properly presented. Human Rights or Human Capital/workforce |
Shareholder (E&S) | Against | Split 13 FOR, 10 AGAINST |
Split 2 FOR, 5 AGAINST, 12 ABSTAIN |
| TESLA INC. | June 13, 2024 | A stockholder proposal regarding annual reporting on anti-harassment and discrimination efforts, if properly presented. Human Rights or Human Capital/workforce |
Shareholder (E&S) | Against | Split 23 FOR, 1 AGAINST |
Split 5 FOR, 2 AGAINST, 12 ABSTAIN |
| TESLA INC. | June 13, 2024 | A stockholder proposal regarding committing to a moratorium on sourcing minerals from deep sea mining, if properly presented. Environment or Climate |
Shareholder (E&S) | Against | Split 1 FOR, 23 AGAINST |
Split 1 FOR, 6 AGAINST, 12 ABSTAIN |
| TESLA INC. | June 13, 2024 | A stockholder proposal regarding reporting on effects and risks associated with electromagnetic radiation and wireless technologies, if properly presented. Environment or Climate |
Shareholder (E&S) | Against | AGAINST 24 funds |
Split 7 AGAINST, 12 ABSTAIN |
| TEXAS INSTRUMENTS INC. | April 25, 2024 | Stockholder proposal to report on due diligence efforts to identify risks associated with product misuse. Human Rights or Human Capital/workforce |
Shareholder (E&S) | Against | Split 3 FOR, 21 AGAINST |
Split 9 AGAINST, 5 ABSTAIN |
| TEXAS ROADHOUSE INC. | May 16, 2024 | An Advisory Vote on a Shareholder Proposal Regarding the Issuance of a Climate Report. Environment or Climate |
Shareholder (E&S) | Against | AGAINST 7 funds |
Split 1 FOR, 7 AGAINST, 4 ABSTAIN |
| THE TIMKEN COMPANY | May 3, 2024 | Consideration of a shareholder proposal requesting that The Timken Company adopt independently-verified short- and medium-term science-based greenhouse gas emissions reduction targets, inclusive of emissions from its full value chain, in order to achieve net-zero emissions by 2050 in line with the Paris Agreement's goal of limiting global temperature rise to 1.5 degrees Celsius Environment or Climate |
Shareholder (E&S) | Against | AGAINST 9 funds |
Split 2 FOR, 1 AGAINST, 4 ABSTAIN |
| THE TJX COMPANIES, INC. | June 4, 2024 | Shareholder proposal for a report on effectiveness of social compliance efforts in TJX's supply chain Human Rights or Human Capital/workforce |
Shareholder (E&S) | Against | Split 2 FOR, 17 AGAINST |
Split 1 FOR, 6 AGAINST, 9 ABSTAIN |
| THE TRAVELERS COMPANIES, INC. | May 15, 2024 | Shareholder proposal relating to CEO pay ratio and executive compensation, if presented at the Annual Meeting of Shareholders Diversity, Equity, and Inclusion |
Shareholder (E&S) | Against | Split 1 FOR, 18 AGAINST |
Split 4 AGAINST, 7 ABSTAIN |
| THE TRAVELERS COMPANIES, INC. | May 15, 2024 | Shareholder proposal relating to GHG emissions, if presented at the Annual Meeting of Shareholders Environment or Climate |
Shareholder (E&S) | Against | Split 2 FOR, 17 AGAINST |
Split 4 AGAINST, 7 ABSTAIN |
| THE TRAVELERS COMPANIES, INC. | May 15, 2024 | Shareholder proposal relating to a report on methane in the energy sector, if presented at the Annual Meeting of Shareholders Environment or Climate |
Shareholder (E&S) | Against | Split 2 FOR, 17 AGAINST |
Split 4 AGAINST, 7 ABSTAIN |
| THE TRAVELERS COMPANIES, INC. | May 15, 2024 | Shareholder proposal relating to human rights risks in underwriting, if presented at the Annual Meeting of Shareholders Human Rights or Human Capital/workforce |
Shareholder (E&S) | Against | Split 2 FOR, 17 AGAINST |
Split 4 AGAINST, 7 ABSTAIN |
| THE WALT DISNEY COMPANY | April 3, 2024 | Shareholder Proposal, if properly presented, requesting a gender transitioning compensation and benefits report. Other Social Issues |
Shareholder (E&S) | Contested | AGAINST 10 funds |
Split 1 AGAINST, 1 ABSTAIN |
| THE WALT DISNEY COMPANY | April 3, 2024 | Shareholder Proposal, if properly presented, requesting a political expenditures report. Other Social Issues |
Shareholder (E&S) | Contested | Split 1 FOR, 9 AGAINST |
Split 1 FOR, 1 ABSTAIN |
| THE WALT DISNEY COMPANY | April 3, 2024 | Shareholder Proposal, if properly presented, requesting publication of recipients of charitable contributions. Other Social Issues |
Shareholder (E&S) | Contested | AGAINST 10 funds |
Split 1 AGAINST, 1 ABSTAIN |
| THE WENDY'S COMPANY | May 21, 2024 | Stockholder proposal regarding cage-free eggs, if properly presented at the Annual Meeting. Environment or Climate |
Shareholder (E&S) | Against | Split 4 FOR, 2 AGAINST |
Split 3 FOR, 3 ABSTAIN |
| THE WENDY'S COMPANY | May 21, 2024 | Stockholder proposal requesting a racial equity audit, if properly presented at the Annual Meeting Human Rights or Human Capital/workforce |
Shareholder (E&S) | Against | AGAINST 7 funds |
Split 3 AGAINST, 3 ABSTAIN |
| TRUIST FINANCIAL CORP. | April 23, 2024 | Shareholder proposal regarding a report on Board oversight of risks related to discrimination, if properly presented at the Annual Meeting. Environment or Climate |
Shareholder (E&S) | Against | AGAINST 20 funds |
Split 1 FOR, 2 AGAINST, 3 ABSTAIN |
| TRUIST FINANCIAL CORP. | April 23, 2024 | Shareholder proposal regarding an annual report on lobbying activities, if properly presented at the Annual Meeting. Other Social Issues |
Shareholder (E&S) | Against | Split 10 FOR, 9 AGAINST |
Split 2 FOR, 1 AGAINST, 3 ABSTAIN |
| TYSON FOODS INC. | February 8, 2024 | Shareholder proposal regarding Tyson Foods' labor practices. Human Rights or Human Capital/workforce |
Shareholder (E&S) | Against | Split 8 FOR, 9 AGAINST |
Split 3 FOR, 2 AGAINST, 2 ABSTAIN |
| TYSON FOODS INC. | February 8, 2024 | Shareholder proposal regarding a circular economy for packaging. Environment or Climate |
Shareholder (E&S) | Against | Split 2 FOR, 17 AGAINST |
Split 5 AGAINST, 6 ABSTAIN |
| TYSON FOODS INC. | February 8, 2024 | Shareholder proposal regarding corporate climate lobbying. Environment or Climate |
Shareholder (E&S) | Against | Split 9 FOR, 9 AGAINST |
Split 3 FOR, 2 AGAINST, 6 ABSTAIN |
| TYSON FOODS INC. | February 8, 2024 | Shareholder proposal regarding deforestation-free supply chains. Environment or Climate |
Shareholder (E&S) | Against | Split 1 FOR, 18 AGAINST |
Split 5 AGAINST, 6 ABSTAIN |
| UBER TECHNOLOGIES INC. | May 6, 2024 | Stockholder proposal to prepare an independent third-party audit on Driver health and safety. Human Rights or Human Capital/workforce |
Shareholder (E&S) | Against | Split 1 FOR, 20 AGAINST |
Split 6 AGAINST, 10 ABSTAIN |
| UNITED PARCEL SERVICE INC. | May 2, 2024 | To prepare a report on the risks arising from voluntary carbon-reduction commitments. Environment or Climate |
Shareholder (E&S) | Not determined | AGAINST 23 funds |
Split 1 FOR, 4 AGAINST, 7 ABSTAIN |
| UNITED PARCEL SERVICE INC. | May 2, 2024 | To prepare an annual report on the effectiveness of UPS's diversity, equity and inclusion efforts. Diversity, Equity, and Inclusion |
Shareholder (E&S) | Not determined | Split 12 FOR, 10 AGAINST |
Split 2 FOR, 3 AGAINST, 7 ABSTAIN |
| UNITEDHEALTH GROUP INC. | June 3, 2024 | If properly presented at the 2024 Annual Meeting of Shareholders, the shareholder proposal requiring a political contributions congruency report. Other Social Issues |
Shareholder (E&S) | Against | Split 2 FOR, 24 AGAINST |
Split 2 FOR, 8 AGAINST, 9 ABSTAIN |
| VERIZON COMMUNICATIONS INC. | May 9, 2024 | Civil liberties in digital services Environment or Climate |
Shareholder (E&S) | Not determined | Split 19 AGAINST, 1 ABSTAIN |
Split 4 AGAINST, 6 ABSTAIN |
| VERIZON COMMUNICATIONS INC. | May 9, 2024 | Lead-sheathed cable report Environment or Climate |
Shareholder (E&S) | Not determined | Split 1 FOR, 18 AGAINST, 1 ABSTAIN |
Split 4 AGAINST, 6 ABSTAIN |
| VERIZON COMMUNICATIONS INC. | May 9, 2024 | Lobbying activities report Other Social Issues |
Shareholder (E&S) | Not determined | Split 9 FOR, 9 AGAINST, 1 ABSTAIN |
Split 1 FOR, 3 AGAINST, 6 ABSTAIN |
| VERIZON COMMUNICATIONS INC. | May 9, 2024 | Political expenditures misalignment Other Social Issues |
Shareholder (E&S) | Not determined | Split 2 FOR, 17 AGAINST, 1 ABSTAIN |
Split 1 FOR, 3 AGAINST, 6 ABSTAIN |
| VERIZON COMMUNICATIONS INC. | May 9, 2024 | Prohibit political contributions study Other Social Issues |
Shareholder (E&S) | Not determined | Split 1 FOR, 18 AGAINST, 1 ABSTAIN |
Split 4 AGAINST, 6 ABSTAIN |
| VERTEX PHARMACEUTICALS INC. | May 15, 2024 | Shareholder proposal, if properly presented at the meeting, regarding a report on racial and gender pay gaps. Diversity, Equity, and Inclusion |
Shareholder (E&S) | Against | Split 10 FOR, 12 AGAINST |
Split 2 FOR, 6 AGAINST, 9 ABSTAIN |
| WALGREENS BOOTS ALLIANCE INC. | January 25, 2024 | Stockholder proposal requesting a living wage policy. Other Social Issues |
Shareholder (E&S) | Against | Split 1 FOR, 16 AGAINST |
Split 1 FOR, 1 AGAINST, 6 ABSTAIN |
| WALGREENS BOOTS ALLIANCE INC. | January 25, 2024 | Stockholder proposal requesting a report on cigarette waste. Other Social Issues |
Shareholder (E&S) | Against | AGAINST 17 funds |
Split 2 AGAINST, 6 ABSTAIN |
| WALGREENS BOOTS ALLIANCE INC. | January 25, 2024 | Stockholder proposal requesting a report on the risks of reproductive healthcare legislation. Other Social Issues |
Shareholder (E&S) | Against | Split 1 FOR, 8 AGAINST, 7 ABSTAIN |
Split 1 FOR, 1 AGAINST, 6 ABSTAIN |
| WALGREENS BOOTS ALLIANCE INC. | January 25, 2024 | Stockholder proposal requesting an EEO policy risk report. Environment or Climate |
Shareholder (E&S) | Against | AGAINST 17 funds |
Split 2 AGAINST, 6 ABSTAIN |
| WALMART INC. | June 5, 2024 | Corporate Financial Sustainability Report Environment or Climate |
Shareholder (E&S) | Against | AGAINST 21 funds |
Split 2 AGAINST, 2 ABSTAIN |
| WALMART INC. | June 5, 2024 | Human Rights Impact Assessment Human Rights or Human Capital/workforce |
Shareholder (E&S) | Against | Split 2 FOR, 19 AGAINST |
Split 1 FOR, 1 AGAINST, 2 ABSTAIN |
| WALMART INC. | June 5, 2024 | Publication of Targets for Transitioning from Gestation Crates in Pork Supply Chain Other Social Issues |
Shareholder (E&S) | Against | Split 11 FOR, 9 AGAINST |
Split 2 FOR, 1 AGAINST, 10 ABSTAIN |
| WALMART INC. | June 5, 2024 | Racial Equity Audit Diversity, Equity, and Inclusion |
Shareholder (E&S) | Against | Split 2 FOR, 19 AGAINST |
Split 1 FOR, 1 AGAINST, 2 ABSTAIN |
| WALMART INC. | June 5, 2024 | Report on Respecting Workforce Civil Liberties Environment or Climate |
Shareholder (E&S) | Against | AGAINST 21 funds |
Split 2 AGAINST, 2 ABSTAIN |
| WALMART INC. | June 5, 2024 | Set Compensation that Optimizes Portfolio Value for Company Shareholders Other Social Issues |
Shareholder (E&S) | Against | Split 2 FOR, 19 AGAINST |
Split 2 AGAINST, 2 ABSTAIN |
| WALMART INC. | June 5, 2024 | Workplace Safety & Violence Review Human Rights or Human Capital/workforce |
Shareholder (E&S) | Against | Split 14 FOR, 7 AGAINST |
Split 1 FOR, 1 AGAINST, 2 ABSTAIN |
| WALT DISNEY | April 3, 2024 | Shareholder proposal, if properly presented at the meeting, requesting a report on gender transitioning compensation and benefits. Say-on-Pay |
Shareholder (E&S) | Contested | AGAINST 12 funds |
Split 3 AGAINST, 1 ABSTAIN |
| WALT DISNEY CO. | April 3, 2024 | Shareholder proposal, if properly presented at the meeting, requesting publication of recipients of charitable contributions. Other Social Issues |
Shareholder (E&S) | Contested | AGAINST 13 funds |
Split 4 AGAINST, 1 ABSTAIN |
| WARNER BROS. DISCOVERY INC. | June 3, 2024 | To vote on a stockholder proposal entitled, "Corporate Financial Sustainability", if properly presented. Environment or Climate |
Shareholder (E&S) | Against | AGAINST 21 funds |
Split 4 AGAINST, 2 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.