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 |
|---|---|---|---|---|---|---|
| ABBVIE INC. | May 3, 2024 | Stockholder Proposal - to Implement Simple Majority Vote Corporate Governance |
Other | Against | Split 14 FOR, 8 AGAINST |
AGAINST 15 funds |
| ADOBE INC. | April 17, 2024 | Stockholder Proposal - Mandatory Director Resignation Policy. Corporate Governance |
Other | Against | Split 1 FOR, 26 AGAINST |
FOR 14 funds |
| ADT INC. | May 22, 2024 | Approval of an amendment to the articles of incorporation for the exculpation of officers Corporate Governance |
Other | For | Split 1 FOR, 3 AGAINST |
AGAINST 13 funds |
| ADVANCED MICRO DEVICES INC. | May 8, 2024 | Stockholder proposal regarding special meeting right. Corporate Governance |
Other | Against | Split 10 FOR, 13 AGAINST |
AGAINST 14 funds |
| 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 | Split 6 FOR, 12 AGAINST |
AGAINST 13 funds |
| AKAMAI TECHNOLOGIES INC. | May 10, 2024 | To adjourn the Annual Meeting to a later date or dates, if necessary, to solicit additional proxies to establish a quorum or if there are insufficient votes to adopt any proposal (other than Proposal 7) Corporate Governance |
Other | For | Split 18 FOR, 1 AGAINST |
FOR 13 funds |
| ALLSTATE CORP. | May 14, 2024 | Stockholder proposal on independent chair. Corporate Governance |
Other | Against | Split 4 FOR, 18 AGAINST |
AGAINST 15 funds |
| ALPHABET INC. | June 7, 2024 | Stockholder proposal regarding equal shareholder voting Shareholder Rights and Defenses |
Other | Against | Split 23 FOR, 1 AGAINST |
FOR 14 funds |
| AMAZON.COM INC. | May 22, 2024 | SHAREHOLDER PROPOSAL REQUESTING AN ADDITIONAL BOARD COMMITTEE TO OVERSEE ARTIFICIAL INTELLIGENCE Corporate Governance |
Other | Against | Split 2 FOR, 26 AGAINST |
AGAINST 14 funds |
| AMAZON.COM INC. | May 22, 2024 | SHAREHOLDER PROPOSAL REQUESTING AN ADDITIONAL BOARD COMMITTEE TO OVERSEE PUBLIC POLICY Corporate Governance |
Other | Against | Split 1 FOR, 27 AGAINST |
AGAINST 14 funds |
| AMC ENTERTAINMENT HOLDINGS INC. | November 8, 2023 | Proposal to approve one or more adjournments of the Annual Meeting, if necessary, to permit further solicitation of proxies if there are insufficient votes to adopt the foregoing proposals. Corporate Governance |
Other | For | Split 1 FOR, 3 AGAINST |
FOR 8 funds |
| AMEDISYS INC. | September 8, 2023 | To approve the adjournment of the Amedisys Special Meeting, if necessary or appropriate, including to solicit additional proxies if there are insufficient votes at the time of the Amedisys Special Meeting to approve proposal 1 to adopt the Merger Agreement. Corporate Governance |
Other | For | Split 3 FOR, 4 ABSTAIN |
FOR 9 funds |
| AMERICAN EQUITY INVESTMENT LIFE HLDG CO | November 10, 2023 | The Adjournment Proposal - To approve the adjournment of the Special Meeting, if necessary or appropriate, to solicit additional proxies if there are not sufficient votes to approve the Merger Proposal. Corporate Governance |
Other | For | Split 4 FOR, 3 ABSTAIN |
FOR 8 funds |
| AMERICAN EXPRESS CO. | May 6, 2024 | Shareholder proposal relating to golden parachutes. Compensation |
Other | Against | Split 3 FOR, 17 AGAINST |
FOR 13 funds |
| AMERICAN INTERNATIONAL GROUP INC. | May 15, 2024 | Shareholder Proposal Requesting an Independent Board Chair Policy. Corporate Governance |
Other | Against | Split 4 FOR, 14 AGAINST |
AGAINST 12 funds |
| AMERICAN NATIONAL BANKSHARES INC. | November 14, 2023 | Proposal to approve one or more adjournments of the special meeting, if necessary or appropriate, to solicit additional proxies in favor of approval of Proposal 1. Corporate Governance |
Other | For | Split 4 FOR, 2 ABSTAIN |
FOR 2 funds |
| 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 | Split 12 FOR, 8 AGAINST |
AGAINST 15 funds |
| AMPHENOL CORP. | May 16, 2024 | Approval of an Amendment to the Company's Restated Certificate of Incorporation to reflect new Delaware law provisions regarding officer exculpation Corporate Governance |
Other | For | Split 23 FOR, 1 AGAINST |
FOR 14 funds |
| AMPLITUDE INC. | June 11, 2024 | The approval of the amendment and restatement of our restated certificate to provide for the exculpation of officers. Corporate Governance |
Other | For | Split 3 FOR, 2 AGAINST |
FOR 4 funds |
| AMPRIUS TECHNOLOGIES INC. | October 24, 2023 | To consider and, if necessary, vote upon an adjournment of the Amprius special meeting to solicit additional proxies if there are not sufficient votes in favor of Proposal Nos. 1 and 2. Corporate Governance |
Other | For | Split 4 FOR, 2 ABSTAIN |
FOR 3 funds |
| ANALOG DEVICES INC. | March 13, 2024 | Shareholder proposal regarding simple majority voting, if properly presented at the Annual Meeting. Corporate Governance |
Other | Not determined | Split 21 FOR, 1 AGAINST |
FOR 12 funds |
| ANAVEX LIFE SCIENCES CORP. | June 18, 2024 | Shareholder Proposal regarding Shareholder Opportunity to Vote on Excessive Golden Parachutes. Compensation |
Other | Against | Split 3 FOR, 5 AGAINST |
FOR 4 funds |
| 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 | Split 14 FOR, 9 AGAINST |
AGAINST 14 funds |
| ARCHER AVIATION INC. | June 21, 2024 | Approval of an amendment to our amended and restated certificate of incorporation to limit the liability of certain officers of the Company as permitted by Delaware General Corporation Law. Corporate Governance |
Other | For | Split 4 FOR, 2 AGAINST |
AGAINST 4 funds |
| ARCHER-DANIELS-MIDLAND CO. | May 23, 2024 | Stockholder Proposal Regarding an Independent Board Chairman. Corporate Governance |
Other | Against | Split 4 FOR, 16 AGAINST |
AGAINST 12 funds |
| ARCONIC CORP. | July 25, 2023 | To approve any adjournment of the Special Meeting, 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 4 FOR, 3 ABSTAIN |
FOR 7 funds |
| ARKO CORP. | June 6, 2024 | Approval of a stockholder proposal to have an independent board chairman. Corporate Governance |
Other | Against | Split 2 FOR, 3 AGAINST |
AGAINST 7 funds |
| AT&T INC. | May 16, 2024 | Independent Board Chairman Corporate Governance |
Other | Against | Split 4 FOR, 14 AGAINST |
AGAINST 12 funds |
| AVANTAX INC | November 21, 2023 | Proposal to adjourn the special meeting from time to time to a later date or time, if necessary or appropriate, including to solicit additional proxies in favor of the proposal to adopt the merger agreement if there are insufficient votes at the time of the special meeting to adopt the merger agreement. Corporate Governance |
Other | For | Split 6 FOR, 1 ABSTAIN |
FOR 4 funds |
| AVID TECHNOLOGY INC. | November 2, 2023 | To adjourn the special meeting from time to time to a later date or time, if necessary or appropriate, including to solicit additional proxies in favor of the proposal to adopt the merger agreement if there are insufficient votes at the time of the special meeting to adopt the merger agreement. Corporate Governance |
Other | For | Split 5 FOR, 3 ABSTAIN |
FOR 4 funds |
| AXONICS INC. | March 22, 2024 | To adjourn the special meeting of the Axonics stockholders (the "Special Meeting") to a later date or dates, if necessary or appropriate, including to solicit additional proxies to approve the proposal to adopt the Merger Agreement if there are insufficient votes to adopt the Merger Agreement at the time of the Special Meeting. Corporate Governance |
Other | For | Split 5 FOR, 2 ABSTAIN |
FOR 4 funds |
| BAKER HUGHES CO. | May 13, 2024 | Amendment and Restatement of the Certificate of Incorporation to limit the liability of certain officers of the Company Corporate Governance |
Other | For | Split 18 FOR, 2 AGAINST |
FOR 13 funds |
| BANK OF AMERICA CORP. | April 24, 2024 | Shareholder proposal requesting independent board chair Corporate Governance |
Other | Against | Split 1 FOR, 18 AGAINST |
AGAINST 13 funds |
| BANK OF AMERICA CORP. | April 24, 2024 | Shareholder proposal requesting right to act by written consent Corporate Governance |
Other | Against | Split 2 FOR, 17 AGAINST |
AGAINST 13 funds |
| BAXTER INTERNATIONAL INC. | May 7, 2024 | Approve an Amendment to the Amended and Restated Certificate of Incorporation to Permit Officer Exculpation Corporate Governance |
Other | For | Split 18 FOR, 1 AGAINST |
FOR 13 funds |
| BERKSHIRE GREY INC. | July 18, 2023 | To adjourn the Special Meeting to a later date or dates 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 or the Charter Amendment Proposal. Corporate Governance |
Other | For | Split 5 FOR, 1 ABSTAIN |
FOR 3 funds |
| BIGBEAR.AI HOLDINGS INC. | February 27, 2024 | To approve one or more adjournments of the BBAI Special Meeting, if appropriate, to solicit additional proxies if there are insufficient votes to approve the Stock Issuance at the time of the BBAI Special Meeting. Corporate Governance |
Other | For | Split 5 FOR, 2 ABSTAIN |
FOR 2 funds |
| BLACKROCK INC. | May 15, 2024 | Shareholder Proposal - Amend Bylaws to Require Independent Board Chair. Corporate Governance |
Other | Against | Split 2 FOR, 18 AGAINST |
AGAINST 14 funds |
| BLOOMIN' BRANDS INC. | April 23, 2024 | To vote on a stockholder proposal regarding stockholder right to act by written consent Corporate Governance |
Other | Against | Split 2 FOR, 3 AGAINST |
AGAINST 8 funds |
| 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 | Split 3 FOR, 20 AGAINST |
AGAINST 13 funds |
| BRC INC. | April 30, 2024 | Approval of an amendment to our Amended and Restated Certificate of Incorporation to limit the liability of certain officers of the Company. Corporate Governance |
Other | For | Split 5 FOR, 2 AGAINST |
AGAINST 4 funds |
| BRISTOL-MYERS SQUIBB CO. | May 7, 2024 | Approval of an Amendment to the Company's Amended and Restated Certificate of Incorporation to Provide for Limited Officer Exculpation Corporate Governance |
Other | For | Split 20 FOR, 1 AGAINST |
FOR 12 funds |
| BRISTOL-MYERS SQUIBB CO. | May 7, 2024 | Shareholder Proposal on Executive Retention of Significant Stock Compensation |
Other | Against | Split 5 FOR, 16 AGAINST |
FOR 12 funds |
| 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 | Split 3 FOR, 17 AGAINST |
AGAINST 12 funds |
| 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 | Split 10 FOR, 11 AGAINST |
FOR 12 funds |
| CADENCE DESIGN SYSTEMS INC. | May 2, 2024 | Stockholder proposal regarding vote on golden parachutes. Compensation |
Other | Not determined | Split 1 FOR, 22 AGAINST |
AGAINST 12 funds |
| CALLON PETROLEUM CO. | March 27, 2024 | The approval of the adjournment of the Special Meeting to solicit additional proxies if there are not sufficient votes cast at the Special Meeting to approve the Merger Proposal. Corporate Governance |
Other | For | Split 4 FOR, 3 ABSTAIN |
FOR 7 funds |
| CAPRI HOLDINGS LTD. | October 25, 2023 | To approve any adjournment of the special meeting of shareholders of Capri Holdings Limited (the "Special Meeting"), if necessary or appropriate, 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, 4 ABSTAIN |
FOR 11 funds |
| CAPSTAR FINANCIAL HOLDINGS INC. | February 29, 2024 | To adjourn the Special Meeting of Shareholders of CapStar Financial Holdings, Inc., if necessary or appropriate, to solicit additional proxies in favor of adopting and approving the Merger Agreement. Corporate Governance |
Other | For | Split 5 FOR, 2 ABSTAIN |
FOR 2 funds |
| 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 | Split 4 FOR, 4 AGAINST |
AGAINST 7 funds |
| CATERPILLAR INC. | June 12, 2024 | Shareholder Proposal - Independent Board Chairman Corporate Governance |
Other | Against | Split 2 FOR, 21 AGAINST |
AGAINST 16 funds |
| 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 | Split 7 FOR, 12 AGAINST |
FOR 15 funds |
| 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 | Split 12 FOR, 7 AGAINST |
AGAINST 15 funds |
| CEREVEL THERAPEUTICS HOLDINGS INC. | February 16, 2024 | 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 4 funds |
| CHASE CORP. | October 6, 2023 | A proposal to approve an adjournment of the Special Meeting, including if necessary to solicit additional proxies in favor of the proposal to approve and adopt the Merger Agreement, if there are not sufficient votes at the time of such adjournment. Corporate Governance |
Other | For | Split 6 FOR, 2 ABSTAIN |
FOR 4 funds |
| CHENIERE ENERGY INC. | May 23, 2024 | Approve the amendment to the Company's Certificate of Incorporation to limit the personal liability of officers as permitted by law. Corporate Governance |
Other | For | Split 8 FOR, 1 AGAINST |
FOR 11 funds |
| CHINOOK THERAPEUTICS INC. | August 2, 2023 | To consider and vote upon the proposal to adjourn the Special Meeting, if necessary or appropriate, to solicit additional proxies if there are insufficient votes 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 4 funds |
| CHUBB LIMITED | May 16, 2024 | Shareholder proposal on Scope 3 greenhouse gas emissions reporting, if properly presented Environment or Climate |
Other | Against | Split 2 FOR, 18 AGAINST |
AGAINST 12 funds |
| CHUBB LIMITED | May 16, 2024 | Shareholder proposal on pay gap reporting, if properly presented Diversity, Equity, and Inclusion |
Other | Against | Split 8 FOR, 10 AGAINST |
AGAINST 12 funds |
| CIGNA GROUP | April 24, 2024 | Shareholder proposal - improve the shareholder right to call a special shareholder meeting. Corporate Governance |
Other | Against | Split 11 FOR, 11 AGAINST |
AGAINST 14 funds |
| CIRCOR INTERNATIONAL INC. | August 24, 2023 | To consider and vote on any proposal to adjourn the Special Meeting to a later date or dates, if necessary or appropriate, including to solicit additional proxies to approve the proposal to adopt the Merger Agreement if there are insufficient votes to adopt the Merger Agreement at the time of the Special Meeting. Corporate Governance |
Other | For | Split 7 FOR, 2 ABSTAIN |
FOR 4 funds |
| CITIGROUP INC. | April 30, 2024 | Stockholder proposal requesting an Independent Board Chairman policy. Corporate Governance |
Other | Against | Split 4 FOR, 15 AGAINST |
AGAINST 12 funds |
| CLEAR CHANNEL OUTDOOR HOLDINGS INC. | May 16, 2024 | Approval of the amendment to the certificate of incorporation to provide for exculpation of certain officers of the company as permitted by recent amendments to Delaware law Corporate Governance |
Other | For | Split 7 FOR, 2 AGAINST |
FOR 7 funds |
| CLEAR SECURE INC. | June 13, 2024 | Approval of an amendment to the Clear Secure, Inc. Second Amended and Restated Certificate of Incorporation to limit the liability of certain officers to reflect 2022 amendments to the Delaware General Corporation law. Corporate Governance |
Other | For | Split 3 FOR, 4 AGAINST |
AGAINST 4 funds |
| COHU INC. | June 5, 2024 | Approve an amendment to our Amended and Restated Certificate of Incorporation to reflect new Delaware law provisions regarding exculpation of Officers. Corporate Governance |
Other | For | Split 6 FOR, 1 AGAINST |
FOR 7 funds |
| COLGATE-PALMOLIVE CO. | May 10, 2024 | Stockholder proposal on independent Board Chairman. Corporate Governance |
Other | Against | Split 5 FOR, 14 AGAINST |
AGAINST 12 funds |
| 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 | Split 13 FOR, 6 AGAINST |
AGAINST 13 funds |
| CONCENTRIX CORP. | August 4, 2023 | Adjourn the special meeting to a later date or time if necessary or appropriate, including to solicit additional proxies. Corporate Governance |
Other | For | Split 2 FOR, 4 ABSTAIN |
FOR 12 funds |
| CONSOLIDATED COMMUNICATIONS HLDGS INC. | January 31, 2024 | To approve one or more adjournments of the Special Meeting if there are insufficient votes at the time of the Special Meeting to approve and adopt the merger agreement Corporate Governance |
Other | For | Split 5 FOR, 2 ABSTAIN |
FOR 7 funds |
| CONTANGO ORE INC. | November 14, 2023 | To approve the grant of discretionary authority to the chairman of the Annual Meeting to adjourn the Annual Meeting, if necessary, to solicit additional proxies in the event that there are not sufficient votes at the time of the Annual Meeting to approve Proposals 1-4. Corporate Governance |
Other | For | Split 6 FOR, 1 AGAINST |
FOR 2 funds |
| CORPAY INC. | June 6, 2024 | Shareholder proposal regarding an independent Board chair requirement, if properly presented at the meeting. Corporate Governance |
Other | Against | Split 12 FOR, 9 AGAINST |
FOR 14 funds |
| 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 | Split 1 FOR, 22 AGAINST |
FOR 17 funds |
| CUMMINS INC. | May 14, 2024 | The shareholder proposal regarding linking executive compensation to achieving 1.5 C emissions reductions. Compensation |
Other | Against | Split 1 FOR, 19 AGAINST |
AGAINST 13 funds |
| CUMMINS INC. | May 14, 2024 | The shareholder proposal regarding requiring an independent Chairman of the Board. Corporate Governance |
Other | Against | Split 3 FOR, 17 AGAINST |
AGAINST 13 funds |
| CVS HEALTH CORP. | May 16, 2024 | Stockholder Proposal to Prohibit the Re-nomination of Any Director Who Fails to Receive a Majority Vote. Corporate Governance |
Other | Against | Split 2 FOR, 19 AGAINST |
FOR 13 funds |
| 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 | Split 10 FOR, 13 AGAINST |
AGAINST 13 funds |
| DASEKE INC. | March 26, 2024 | Proposal to adjourn the Special Meeting to a later date or dates, if necessary or appropriate, to solicit additional proxies if there are insufficient votes to adopt the Merger Agreement at the time of the Special Meeting. Corporate Governance |
Other | For | Split 6 FOR, 2 ABSTAIN |
FOR 7 funds |
| DEERE & CO. | February 28, 2024 | Shareholder proposal regarding shareholder ratification of golden parachutes Compensation |
Other | Against | Split 16 FOR, 8 AGAINST |
FOR 13 funds |
| DESKTOP METAL INC. | September 28, 2023 | To approve the adjournment of the Desktop Metal Special Meeting to another date and place if necessary or appropriate to solicit additional votes in favor of the Desktop Metal Merger Agreement Proposal (proposal 1) or to ensure that any supplement or amendment to the accompanying joint proxy statement/prospectus is timely provided to Desktop Metal stockholders. Corporate Governance |
Other | For | Split 4 FOR, 2 ABSTAIN |
FOR 4 funds |
| DOLLAR TREE INC. | June 20, 2024 | Shareholder proposal regarding an independent Board Chairman. Corporate Governance |
Other | Against | Split 10 FOR, 10 AGAINST |
AGAINST 13 funds |
| DOMINION ENERGY INC. | May 7, 2024 | Shareholder Proposal Regarding a Policy to Require an Independent Chair Corporate Governance |
Other | Against | Split 10 FOR, 6 AGAINST |
AGAINST 12 funds |
| DUKE ENERGY CORP. | May 9, 2024 | Shareholder proposal regarding executives to retain significant stock Compensation |
Other | Not determined | Split 4 FOR, 14 AGAINST |
FOR 14 funds |
| EAGLE BULK SHIPPING INC. | April 5, 2024 | The Adjournment Proposal. To approve the adjournment of the special meeting to a later date or dates, if necessary or appropriate, to solicit additional proxies in the event there are not sufficient votes at the time of the special meeting to approve the merger proposal or the convertible note share issuance proposal. Corporate Governance |
Other | For | Split 4 FOR, 2 ABSTAIN |
FOR 2 funds |
| EARTHSTONE ENERGY INC. | October 30, 2023 | To approve, the adjournment of the Earthstone special meeting to solicit additional proxies if there are not sufficient votes at the time of the Earthstone special meeting to approve the Earthstone merger proposal. Corporate Governance |
Other | For | Split 3 FOR, 2 ABSTAIN |
FOR 4 funds |
| 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 | Split 6 FOR, 18 AGAINST |
AGAINST 13 funds |
| ENACT HOLDINGS INC. | May 16, 2024 | Approval of an amendment to the Corporation's Certificate of Incorporation to adopt provisions limiting the liability of certain officers as permitted under Delaware Law. Corporate Governance |
Other | For | Split 3 FOR, 3 AGAINST |
AGAINST 7 funds |
| 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 | Split 7 FOR, 1 AGAINST |
FOR 12 funds |
| EQRX INC. | November 8, 2023 | To approve the adjournment of the EQRX 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 EQRX special meeting to approve the EQRX merger agreement proposal. Corporate Governance |
Other | For | Split 3 FOR, 3 ABSTAIN |
FOR 4 funds |
| EXELON CORP. | April 30, 2024 | Shareholder proposal regarding the right to call a special shareholder meeting. Corporate Governance |
Other | Against | Split 10 FOR, 9 AGAINST |
AGAINST 12 funds |
| 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 | Split 14 FOR, 8 AGAINST |
AGAINST 18 funds |
| FATE THERAPEUTICS INC. | June 7, 2024 | To approve the adjournment of the Annual Meeting to the extent there are insufficient votes at the Annual Meeting to approve any of the above proposals. Corporate Governance |
Other | For | Split 7 FOR, 1 AGAINST |
FOR 5 funds |
| FEDEX CORP. | September 21, 2023 | Stockholder proposal regarding amendment to clawback policy. Compensation |
Other | Against | Split 11 FOR, 7 AGAINST |
AGAINST 12 funds |
| FIRST WATCH RESTAURANT GROUP INC. | May 22, 2024 | To amend the Company's Amended and Restated Certificate of Incorporation to limit the liability of officers of the Company as permitted by Delaware law. Corporate Governance |
Other | For | Split 4 FOR, 2 AGAINST |
FOR 4 funds |
| FIRSTENERGY CORP. | May 22, 2024 | Report on Feasibility of Integrating Climate-Related Measures into the Company's Compensation Plans Compensation |
Other | Against | Split 8 FOR, 10 AGAINST |
AGAINST 13 funds |
| FOCUS FINANCIAL PARTNERS INC. | July 14, 2023 | To approve on one or more proposals to adjourn the Special Meeting to a later date or dates 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 4 FOR, 3 ABSTAIN |
FOR 7 funds |
| FRANCHISE GROUP INC. | August 17, 2023 | To adjourn the special meeting to a later date or dates 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 (such proposal, the "Adjournment Proposal"). Corporate Governance |
Other | For | Split 5 FOR, 2 ABSTAIN |
FOR 7 funds |
| FREEPORT-MCMORAN INC. | June 11, 2024 | Approval of the amendment to our certificate of incorporation to provide for officer exculpation. Corporate Governance |
Other | For | Split 19 FOR, 3 AGAINST |
FOR 12 funds |
| FUBOTV INC. | June 18, 2024 | Approval of the adjournment of the Annual Meeting, if necessary, to solicit additional proxies if there are not sufficient votes in favor of Proposal 4, Proposal 5 or Proposal 6. Corporate Governance |
Other | For | Split 4 FOR, 2 AGAINST |
FOR 4 funds |
| GENERAL ELECTRIC CO. | May 7, 2024 | Independent Board Chairman Corporate Governance |
Other | Against | Split 2 FOR, 18 AGAINST |
AGAINST 12 funds |
| 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 | Split 6 FOR, 11 AGAINST |
FOR 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.