Home › Asset managers › Compare 2023-2024 › Equitable vs Charles Schwab
Equitable 2023-2024 · Charles Schwab 2023-2024 · Download the item list (CSV)
| Common items | Same | Differ | Split (not in %) | Same position | Fund-level | |
|---|---|---|---|---|---|---|
| All ballot items | 15,201 | 12,886 | 570 | 1,745 | 95.8% | 92.3% |
| Board proposals | 13,500 | 11,750 | 473 | 1,277 | 96.1% | 93.3% |
| E&S shareholder proposals | 332 | 107 | 10 | 215 | 91.5% | 79.0% |
| Other items | 1,369 | 1,029 | 87 | 253 | 92.2% | 86.5% |
Everything Voted differently Split votes
All ballot items Board proposals E&S shareholder proposals Other items
253 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 | Charles Schwab |
|---|---|---|---|---|---|---|
| GENERAL MILLS INC. | September 26, 2023 | Shareholder Proposal - Adopt a Shareholder Right to Call a Special Shareholder Meeting. Corporate Governance |
Other | Against | Split 11 FOR, 6 AGAINST |
AGAINST 12 funds |
| 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 | Split 4 FOR, 15 AGAINST |
FOR 13 funds |
| GLOBAL NET LEASE INC. | September 8, 2023 | to approve the adjournment of the GNL Special Meeting one or more times if necessary or appropriate to permit, among other things, further solicitation of proxies in favor of the GNL Common Stock Proposal (the "GNL Adjournment Proposal"). Corporate Governance |
Other | For | Split 3 FOR, 3 ABSTAIN |
AGAINST 9 funds |
| GOLDMAN SACHS GROUP INC. | April 24, 2024 | Shareholder Proposal Regarding a Policy for an Independent Chair Corporate Governance |
Other | Against | Split 3 FOR, 13 AGAINST |
AGAINST 13 funds |
| GOPRO INC. | June 4, 2024 | Approval of the amendment of our Restated Certificate of Incorporation to allow for the exculpation of officers. Corporate Governance |
Other | For | Split 4 FOR, 2 AGAINST |
AGAINST 7 funds |
| GUESS INC. | May 31, 2024 | To approve an amendment to our Restated Certificate of Incorporation to provide for officer exculpation and update indemnification and advancement provisions. Corporate Governance |
Other | For | Split 4 FOR, 2 AGAINST |
FOR 8 funds |
| HANOVER INSURANCE GROUP INC. | May 14, 2024 | Approval of the amendment of the Company's Certificate of Incorporation to allow for officer exculpation Corporate Governance |
Other | For | Split 8 FOR, 1 AGAINST |
FOR 9 funds |
| HEALTHPEAK PROPERTIES INC. | February 21, 2024 | a proposal to approve the adjournment of the Healthpeak special meeting, if necessary or appropriate, to solicit additional proxies in favor of the Healthpeak Common Stock Issuance Proposal and/or Healthpeak Charter Amendment Proposal if there are insufficient votes at the time of such adjournment to approve such proposals (which we refer to as the "Healthpeak Adjournment Proposal"). Corporate Governance |
Other | For | Split 12 FOR, 8 AGAINST |
FOR 17 funds |
| HERITAGE-CRYSTAL CLEAN INC. | October 10, 2023 | To approve one or more adjournments of the Special Meeting, if necessary or appropriate, to solicit additional proxies if there are insufficient votes at the time of the Special Meeting to approve the proposal to adopt the Merger Agreement. Corporate Governance |
Other | For | Split 6 FOR, 1 ABSTAIN |
FOR 4 funds |
| HERSHA HOSPITALITY TRUST | November 8, 2023 | To consider and vote on a proposal to approve any adjournment of the Special Meeting for the purpose of soliciting additional proxies if there are not sufficient votes at the Special Meeting to approve the Merger Proposal. Corporate Governance |
Other | For | Split 6 FOR, 2 ABSTAIN |
FOR 2 funds |
| HESS CORP. | May 28, 2024 | 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 | Split 14 FOR, 1 AGAINST, 10 ABSTAIN |
FOR 14 funds |
| HIRERIGHT HOLDINGS CORP. | June 21, 2024 | A proposal to approve one or more proposals to adjourn the special meeting of the stockholders (the "Special Meeting"), if necessary or appropriate, including adjournments to solicit additional proxies if there are insufficient votes at the time of the Special Meeting to approve the Merger Agreement Proposal. Corporate Governance |
Other | For | Split 5 FOR, 2 ABSTAIN |
FOR 4 funds |
| HONEYWELL INTERNATIONAL INC. | May 14, 2024 | Shareowner Proposal - Independent Board Chairman. Corporate Governance |
Other | Against | Split 4 FOR, 20 AGAINST |
AGAINST 13 funds |
| HP INC. | April 22, 2024 | Stockholder proposal requesting that HP Inc.'s Board of Directors adopt a policy to seek stockholder approval of any senior managers' new or renewed pay package that provides for certain severance or termination payments, if properly presented at the annual meeting Compensation |
Other | Against | Split 1 FOR, 23 AGAINST |
AGAINST 14 funds |
| 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 | Split 8 FOR, 2 AGAINST |
FOR 8 funds |
| HUMANA INC. | April 18, 2024 | The stockholder proposal on simple majority vote, if properly presented at the meeting. Corporate Governance |
Other | Against | Split 15 FOR, 7 AGAINST |
AGAINST 13 funds |
| HYSTER-YALE MATERIALS HANDLING INC. | May 8, 2024 | To approve an amendment to the Company's Second Amended and Restated Certificate of Incorporation Corporate Governance |
Other | For | Split 5 FOR, 2 AGAINST |
AGAINST 4 funds |
| IAC INC. | June 11, 2024 | To approve an amendment to the Company's Restated Certificate of Incorporation to reflect new Delaware law provisions regarding officer exculpation. Corporate Governance |
Other | For | Split 1 FOR, 4 AGAINST |
FOR 11 funds |
| IDEXX LABORATORIES INC. | May 6, 2024 | Shareholder proposal regarding simple majority vote (Proposal Four). Corporate Governance |
Other | None | Split 20 FOR, 1 AGAINST |
FOR 15 funds |
| 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 | Split 12 FOR, 7 AGAINST |
FOR 16 funds |
| IMMUNOGEN INC. | January 31, 2024 | A proposal to adjourn the Special Meeting to a later date or dates, if necessary or appropriate, including to solicit additional proxies to approve the Merger Agreement if there are insufficient votes to approve the Merger Agreement at the time of the Special Meeting. Corporate Governance |
Other | For | Split 7 FOR, 3 ABSTAIN |
FOR 4 funds |
| 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 | Split 1 FOR, 1 AGAINST |
FOR 1 fund |
| 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 | Split 2 FOR, 5 AGAINST |
AGAINST 9 funds |
| INHIBRX INC. | May 24, 2024 | To adjourn the Special Meeting, if necessary, desirable or appropriate, to solicit additional proxies if, at the time of the Special Meeting, there are an insufficient number of votes in favor of adopting the Merger Agreement and the Distribution Agreement. Corporate Governance |
Other | For | Split 5 FOR, 2 ABSTAIN |
FOR 4 funds |
| INTERCONTINENTAL EXCHANGE INC. | May 17, 2024 | A stockholder proposal regarding independent board chairman, if properly presented at the Annual Meeting. Corporate Governance |
Other | Against | Split 2 FOR, 18 AGAINST |
AGAINST 13 funds |
| INTERNATIONAL PAPER CO. | May 13, 2024 | Shareowner Proposal Concerning Shareowner Opportunity to Vote on Excessive Golden Parachutes Compensation |
Other | Against | Split 11 FOR, 7 AGAINST |
AGAINST 15 funds |
| INVESCO LTD. | May 23, 2024 | Shareholder proposal to request shareholder opportunity to vote on excessive golden parachutes Compensation |
Other | Against | Split 8 FOR, 7 AGAINST |
FOR 14 funds |
| IROBOT CORP. | October 12, 2023 | To approve the adjournment from time to time of the special meeting, if necessary or appropriate, including to solicit additional proxies if there are insufficient votes at the time of the special meeting to approve the proposal to approve and adopt the merger agreement. Corporate Governance |
Other | For | Split 5 FOR, 2 ABSTAIN |
FOR 7 funds |
| 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 | Split 7 FOR, 4 AGAINST |
AGAINST 13 funds |
| JACOBS SOLUTIONS INC. | January 24, 2024 | Shareholder Proposal - Simple Majority Vote. Corporate Governance |
Other | Against | Split 17 FOR, 1 AGAINST |
FOR 13 funds |
| JPMORGAN CHASE & CO. | May 21, 2024 | Independent board chairman Corporate Governance |
Other | Against | Split 5 FOR, 15 AGAINST |
AGAINST 13 funds |
| JPMORGAN CHASE & CO. | May 21, 2024 | Shareholder opportunity to vote on excessive golden parachutes Compensation |
Other | Against | Split 3 FOR, 17 AGAINST |
FOR 13 funds |
| 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 | Split 11 FOR, 7 AGAINST |
AGAINST 14 funds |
| KEYCORP | May 9, 2024 | Shareholder proposal seeking an independent Board Chairperson. Corporate Governance |
Other | Against | Split 3 FOR, 16 AGAINST |
AGAINST 15 funds |
| KEYSIGHT TECHNOLOGIES INC. | March 21, 2024 | Consider, on a non-binding advisory basis, Stockholder Proposal: Simple Majority Vote Corporate Governance |
Other | Against | Split 24 FOR, 1 AGAINST |
AGAINST 15 funds |
| 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 | Split 17 FOR, 2 AGAINST |
FOR 12 funds |
| LEIDOS HOLDINGS INC. | April 26, 2024 | Consider stockholder proposal regarding special shareholder meeting improvement, if properly presented. Corporate Governance |
Other | Against | Split 9 FOR, 8 AGAINST |
AGAINST 14 funds |
| 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 | Split 4 FOR, 5 ABSTAIN |
FOR 15 funds |
| 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 | Split 5 FOR, 3 AGAINST |
AGAINST 12 funds |
| LOCKHEED MARTIN CORP. | May 2, 2024 | Stockholder Proposal Requesting Reduction in Threshold to Call Special Stockholder Meetings Corporate Governance |
Other | Not determined | Split 9 FOR, 9 AGAINST |
AGAINST 16 funds |
| M.D.C. HOLDINGS INC. | April 2, 2024 | To approve any adjournment of the special meeting of stockholders of M.D.C. Holdings, Inc. (the "Special Meeting") from time to time, if necessary or appropriate, including to solicit additional proxies if there are insufficient votes at the time of the Special Meeting to approve the proposal to adopt the Merger Agreement and approve the Merger or in the absence of a quorum, subject to and in accordance with the terms of the Merger Agreement. Corporate Governance |
Other | For | Split 4 FOR, 2 ABSTAIN |
FOR 8 funds |
| MARATHON PETROLEUM CORP. | April 24, 2024 | Shareholder proposal seeking a simple majority vote. Corporate Governance |
Other | Against | Split 11 FOR, 6 AGAINST |
AGAINST 12 funds |
| 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 | Split 10 FOR, 8 AGAINST |
AGAINST 14 funds |
| MARSH & MCLENNAN COMPANIES INC. | May 16, 2024 | Stockholder Proposal - Shareholder Right to Act by Written Consent Corporate Governance |
Other | Against | Split 15 FOR, 7 AGAINST |
AGAINST 13 funds |
| MASTERCARD INC. | June 18, 2024 | Consideration of a stockholder proposal requesting a director election resignation bylaw Corporate Governance |
Other | Against | Split 1 FOR, 23 AGAINST |
FOR 13 funds |
| MCKESSON CORP. | July 21, 2023 | Shareholder proposal requesting shareholder ratification of termination pay. Compensation |
Other | Against | Split 1 FOR, 22 AGAINST |
AGAINST 14 funds |
| MEDIAALPHA INC. | May 16, 2024 | To approve an amendment to our Amended and Restated Certificate of Incorporation to reflect new Delaware law provisions regarding officer exculpation; and Corporate Governance |
Other | For | Split 5 FOR, 2 AGAINST |
AGAINST 4 funds |
| MERITAGE HOMES CORP. | May 16, 2024 | Shareholder proposal to elect each director annually. Shareholder Rights and Defenses |
Other | Against | Split 4 FOR, 3 AGAINST |
FOR 10 funds |
| MERRIMACK PHARMACEUTICALS INC. | May 10, 2024 | To approve one or more adjournments of the Special Meeting to a later date or dates if necessary or appropriate to solicit additional proxies if there are insufficient votes at the time of the Special Meeting to approve the Dissolution Proposal or in the absence of a quorum. Corporate Governance |
Other | For | Split 5 FOR, 2 ABSTAIN |
FOR 2 funds |
| META PLATFORMS INC. | May 29, 2024 | A shareholder proposal regarding amendment of corporate governance guidelines. Corporate Governance |
Other | Against | Split 19 FOR, 5 AGAINST |
FOR 14 funds |
| META PLATFORMS INC. | May 29, 2024 | A shareholder proposal regarding disclosure of voting results based on class of shares. Corporate Governance |
Other | Against | Split 18 FOR, 5 AGAINST |
FOR 14 funds |
| META PLATFORMS INC. | May 29, 2024 | A shareholder proposal regarding dual class capital structure. Shareholder Rights and Defenses |
Other | Against | Split 25 FOR, 2 AGAINST |
FOR 14 funds |
| META PLATFORMS INC. | May 29, 2024 | To amend Meta Platforms, Inc.'s Amended and Restated Certificate of Incorporation. Corporate Governance |
Other | For | Split 5 FOR, 21 AGAINST |
AGAINST 14 funds |
| MICRON TECHNOLOGY INC. | January 18, 2024 | SHAREHOLDER PROPOSAL REGARDING SHAREHOLDER RATIFICATION OF EXCESSIVE TERMINATION PAY. Compensation |
Other | Against | Split 7 FOR, 10 AGAINST |
AGAINST 12 funds |
| 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 | Split 2 FOR, 3 ABSTAIN |
FOR 5 funds |
| 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 | Split 5 FOR, 3 ABSTAIN |
FOR 4 funds |
| MONOLITHIC POWER SYSTEMS INC. | June 13, 2024 | Vote on a stockholder proposal to elect each director annually. Shareholder Rights and Defenses |
Other | Against | Split 10 FOR, 10 AGAINST |
FOR 13 funds |
| NACCO INDUSTRIES INC. | May 15, 2024 | Proposal to approve an amendment to NACCO Industries, Inc.'s Restated Certificate of Incorporation to expand the exculpation provision to limit the liability of certain officers. Corporate Governance |
Other | For | Split 5 FOR, 2 AGAINST |
AGAINST 2 funds |
| NATIONAL WESTERN LIFE GROUP INC. | January 8, 2024 | Approve the adjournment of the National Western Life Group, Inc. special meeting, if necessary or appropriate, to permit further solicitation of proxies in favor of the proposal to adopt the merger agreement. Corporate Governance |
Other | For | Split 4 FOR, 2 ABSTAIN |
FOR 4 funds |
| NECESSITY RETAIL REIT INC. | September 8, 2023 | To approve the adjournment of the RTL Special Meeting one or more times if necessary or appropriate to permit, among other things, further solicitation of proxies in favor of the RTL Merger Proposal (the "RTL Adjournment Proposal"). Corporate Governance |
Other | For | Split 3 FOR, 3 ABSTAIN |
AGAINST 9 funds |
| NERDWALLET INC. | May 14, 2024 | To amend the Company's Amended and Restated Certificate of Incorporation to reflect new Delaware law provisions regarding officer exculpation. Corporate Governance |
Other | For | Split 3 FOR, 2 AGAINST |
AGAINST 4 funds |
| NETAPP INC. | September 13, 2023 | To approve a stockholder proposal regarding Special Shareholder Meeting Improvement. Corporate Governance |
Other | Against | Split 11 FOR, 9 AGAINST |
AGAINST 15 funds |
| NEW RELIC INC. | November 1, 2023 | 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 adopt the Merger Agreement at the time of the Special Meeting. Corporate Governance |
Other | For | Split 3 FOR, 4 ABSTAIN |
FOR 8 funds |
| 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 | Split 9 FOR, 8 ABSTAIN |
FOR 13 funds |
| NEXTGEN HEALTHCARE INC. | November 7, 2023 | To approve the adjournment of the special meeting to a later date or dates if necessary to solicit additional proxies if there are insufficient votes in person or by proxy to approve the proposal to adopt the Merger Agreement at the time of the special meeting. Corporate Governance |
Other | For | Split 5 FOR, 3 ABSTAIN |
FOR 7 funds |
| 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 | Split 4 FOR, 2 ABSTAIN |
FOR 8 funds |
| NORTHROP GRUMMAN CORP. | May 15, 2024 | Shareholder proposal to provide for an independent Board chair. Corporate Governance |
Other | Against | Split 1 FOR, 19 AGAINST |
AGAINST 13 funds |
| OGE ENERGY CORP. | May 16, 2024 | Shareholder Proposal Regarding Simple Majority Vote. Corporate Governance |
Other | Against | Split 4 FOR, 2 AGAINST |
FOR 12 funds |
| OLIN CORP. | April 25, 2024 | Shareholder Proposal Corporate Governance |
Other | Against | Split 2 FOR, 8 AGAINST |
FOR 11 funds |
| OLO INC. | June 20, 2024 | To approve an amendment to our Amended and Restated Certificate of Incorporation to limit the liability of certain officers as permitted by Delaware law. Corporate Governance |
Other | For | Split 4 FOR, 2 AGAINST |
FOR 4 funds |
| OSHKOSH CORP. | May 7, 2024 | To vote on a shareholder proposal on the subject of majority vote director elections. Corporate Governance |
Other | Against | Split 5 FOR, 3 AGAINST |
FOR 11 funds |
| 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 | Split 8 FOR, 1 AGAINST |
FOR 4 funds |
| PACTIV EVERGREEN INC. | June 5, 2024 | Approve the proposed amendment to our Amended and Restated Certificate of Incorporation to reflect new Delaware law provisions regarding officer exculpation. Corporate Governance |
Other | For | Split 3 FOR, 2 AGAINST |
AGAINST 8 funds |
| PACWEST BANCORP | November 22, 2023 | Approval of one or more adjournments of the Special Meeting, if necessary or appropriate, including adjournments to permit further solicitation of proxies in favor of adopting the merger agreement. Corporate Governance |
Other | For | Split 3 FOR, 3 ABSTAIN |
FOR 7 funds |
| 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 | Split 4 FOR, 5 ABSTAIN |
FOR 12 funds |
| PEOPLES FINANCIAL SERVICES CORP. | March 22, 2024 | A proposal to adjourn the Peoples special meeting, if necessary or appropriate, to solicit additional proxies if, immediately prior to such adjournment, there are not sufficient votes to approve the Peoples merger proposal or to ensure that any supplement or amendment to the accompanying joint proxy statement/prospectus is timely provided to holders of Peoples common stock (the "Peoples adjournment proposal"). Corporate Governance |
Other | For | Split 4 FOR, 2 ABSTAIN |
FOR 2 funds |
| PEPSICO INC. | May 1, 2024 | Shareholder Proposal - Director Election Resignation Bylaw. Shareholder Rights and Defenses |
Other | Not determined | Split 2 FOR, 21 AGAINST |
FOR 14 funds |
| PERELLA WEINBERG PARTNERS | May 22, 2024 | To approve an amendment to the Company's Restated Certificate of Incorporation to update the exculpation provision. Corporate Governance |
Other | For | Split 4 FOR, 2 AGAINST |
AGAINST 2 funds |
| PFIZER INC. | April 25, 2024 | Adopt an Independent Board Chair Policy Corporate Governance |
Other | Against | Split 3 FOR, 13 AGAINST |
AGAINST 15 funds |
| 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 | Split 5 FOR, 1 ABSTAIN |
FOR 7 funds |
| 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 | Split 5 FOR, 1 ABSTAIN |
FOR 7 funds |
| 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 | Split 4 FOR, 5 AGAINST |
FOR 10 funds |
| PROCTER & GAMBLE CO. | October 10, 2023 | Shareholder Proposal - Request to Require Shareholder Approval for Certain Future Amendments to Company Regulations Corporate Governance |
Other | Against | Split 6 FOR, 20 AGAINST |
FOR 14 funds |
| PROLOGIS INC. | May 9, 2024 | Vote on a stockholder proposal titled "Simple Majority Vote." Corporate Governance |
Other | Against | Split 14 FOR, 5 AGAINST |
AGAINST 15 funds |
| PRUDENTIAL FINANCIAL INC. | May 14, 2024 | Shareholder proposal regarding an Independent Board Chairman. Corporate Governance |
Other | Against | Split 10 FOR, 7 AGAINST |
AGAINST 13 funds |
| PUBMATIC INC. | May 31, 2024 | To approve an amendment to our Restated Certificate of incorporation to permit the exculpation of officers. Corporate Governance |
Other | For | Split 4 FOR, 2 AGAINST |
FOR 2 funds |
| 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 | Split 22 FOR, 1 AGAINST |
FOR 14 funds |
| QUOTIENT TECHNOLOGY INC. | September 1, 2023 | To approve any proposal to adjourn the Special Meeting, from time to time, if necessary or appropriate as determined in good faith by the Board of Directors of Quotient Technology Inc., including to solicit additional proxies if there are insufficient votes to adopt the Merger Agreement at the time of the Special Meeting. Corporate Governance |
Other | For | Split 4 FOR, 2 ABSTAIN |
FOR 2 funds |
| REATA PHARMACEUTICALS INC. | September 21, 2023 | To approve to adjourn the Special Meeting to a later date if necessary and 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 | For | Split 4 FOR, 3 ABSTAIN |
FOR 4 funds |
| REGENERON PHARMACEUTICALS INC. | June 14, 2024 | Non-binding shareholder proposal requesting simple majority voting requirements, if properly presented. Corporate Governance |
Other | Against | Split 24 FOR, 1 AGAINST |
FOR 14 funds |
| REVOLUTION MEDICINES INC. | November 8, 2023 | To approve the adjournment of the Revolution Medicines special meeting, to a later date or dates, if necessary or appropriate, to solicit additional proxies if there are not sufficient votes at the time of the Revolution Medicines special meeting to approve the Revolution Medicines share issuance proposal. Corporate Governance |
Other | For | Split 3 FOR, 1 AGAINST, 3 ABSTAIN |
FOR 4 funds |
| 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 | Split 3 FOR, 2 AGAINST |
AGAINST 4 funds |
| ROVER GROUP INC. | February 22, 2024 | To approve a proposal to adjourn the Special Meeting of Stockholders to a later date or dates, if necessary or appropriate, to solicit additional proxies if there are insufficient votes to adopt the Merger Agreement and approve the Merger at the time of the Special Meeting. Corporate Governance |
Other | For | Split 4 FOR, 2 ABSTAIN |
FOR 4 funds |
| RPT REALTY | December 12, 2023 | Adjournment Proposal: To approve one or more adjournments of the special meeting, if necessary or appropriate, to solicit additional proxies to obtain votes in favor of the Merger Proposal if there are not sufficient votes at the time of such adjournment to approve the Merger Proposal. Corporate Governance |
Other | For | Split 3 FOR, 3 ABSTAIN |
FOR 9 funds |
| 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 | Split 8 FOR, 1 AGAINST |
FOR 5 funds |
| 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 | Split 14 FOR, 1 AGAINST |
FOR 13 funds |
| 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 | Split 3 FOR, 24 AGAINST |
AGAINST 14 funds |
| SALESFORCE INC. | June 27, 2024 | Amendment of our Restated Certificate of Incorporation to provide for officer exculpation. Corporate Governance |
Other | For | Split 23 FOR, 3 AGAINST |
FOR 14 funds |
| SCULPTOR CAPITAL MANAGEMENT INC. | November 16, 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 approve the Merger Proposal at the time of the Special Meeting (the "Adjournment Proposal"). Corporate Governance |
Other | For | Split 6 FOR, 1 ABSTAIN |
FOR 2 funds |
| SEMPRA | May 9, 2024 | Shareholder proposal requesting a policy to seek shareholder approval of certain severance pay arrangements Compensation |
Other | Not determined | Split 1 FOR, 21 AGAINST |
AGAINST 12 funds |
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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.