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Equitable vs Jackson National: how alike they voted, 2023-2024

93.9% When both took a single position, they voted the same way on 93.9% of 10,754 items (10,096 the same, 658 different). 2,594 items where at least one of them split its funds are listed separately below. Both voted on 13,348 items in all.

Equitable 2023-2024 · Jackson National 2023-2024 · Download the item list (CSV)

By who put the item on the ballot. “Same position” = Same / (Same + Differ); split items are not in it. “Fund-level” is a second view over all common items: the chance that a fund of each manager, picked at random, voted the same way, which gives partial credit where a manager split.
Common itemsSame DifferSplit (not in %)Same position Fund-level
All ballot items 13,34810,096658 2,59493.9%85.6%
Board proposals 10,8288,111642 2,07592.7%84.0%
E&S shareholder proposals 276835 18894.3%78.9%
Other items 2,2441,90211 33199.4%94.3%

Where they did not vote alike

Everything Voted differently Split votes

All ballot items Board proposals E&S shareholder proposals Other items

2,717 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.

CompanyMeetingProposalOn the ballot from Board recommendedEquitableJackson National
ATLAS COPCO AB April 24, 2024 Elect Vagner Rego as New Director
Director Elections
Board For Split
3 FOR, 2 AGAINST
FOR
7 funds
ATLAS COPCO AB April 24, 2024 Reelect Anna Ohlsson-Leijon as Director
Director Elections
Board For AGAINST
6 funds
Split
3 FOR, 4 AGAINST
ATLAS COPCO AB April 24, 2024 Reelect Hans Straberg as Board Chair
Director Elections
Board For AGAINST
6 funds
Split
2 FOR, 5 AGAINST
ATLAS COPCO AB April 24, 2024 Reelect Hans Straberg as Director
Director Elections
Board For AGAINST
6 funds
Split
2 FOR, 5 AGAINST
ATLAS COPCO AB April 24, 2024 Reelect Johan Forssell as Director
Director Elections
Board For Split
2 FOR, 2 AGAINST
Split
3 FOR, 4 AGAINST
ATLAS COPCO AB April 24, 2024 Reelect Juman Al Sibai as Director
Director Elections
Board For Split
3 FOR, 2 AGAINST
FOR
7 funds
ATLAS COPCO AB April 24, 2024 Reelect Peter Wallenberg Jr as Director
Director Elections
Board For Split
3 FOR, 2 AGAINST
Split
4 FOR, 3 AGAINST
ATLASSIAN CORP. December 6, 2023 An advisory vote to approve the fiscal year 2023 compensation of our named executive officers.
Say-on-Pay
Board For Split
8 FOR, 2 AGAINST
Split
5 FOR, 6 AGAINST
ATMOS ENERGY CORP. February 7, 2024 Proposal for an advisory vote by shareholders to approve the compensation of the Company's named executive officers for fiscal 2023 (''Say-on-Pay'').
Say-on-Pay
Board For Split
21 FOR, 1 AGAINST
Split
4 FOR, 7 AGAINST
ATMOS ENERGY CORP. February 7, 2024 Proposal to ratify the appointment of Ernst & Young LLP as the Company's independent registered public accounting firm for fiscal 2024.
Audit-related
Board For Split
21 FOR, 1 AGAINST
FOR
11 funds
AURA BIOSCIENCES INC. June 20, 2024 To elect two Class III directors to our Board of Directors, to serve until the 2027 annual meeting of stockholders and until their successor has been duly elected and qualified, or until their earlier death, resignation or removal: Antony Mattessich
Director Elections
Board For Split
6 FOR, 2 WITHHOLD
ABSTAIN
1 fund
AUTOZONE INC. December 20, 2023 Ratification of the appointment of Ernst & Young LLP as our independent registered public accounting firm for the 2024 fiscal year.
Audit-related
Board For Split
20 FOR, 1 AGAINST
FOR
18 funds
AVALONBAY COMMUNITIES INC. May 16, 2024 To ratify the selection of Ernst & Young LLP as the Company's independent auditors for the year ending December 31, 2024.
Audit-related
Board For Split
20 FOR, 1 AGAINST
FOR
10 funds
AVANTAX INC November 21, 2023 Proposal to adopt the Agreement and Plan of Merger, dated as of September 9, 2023 (as may be amended from time to time, the "merger agreement") by and among Avantax, Inc., Aretec Group, Inc. and C2023 Sub Corp.
Corporate Governance
Board For Split
6 FOR, 1 ABSTAIN
FOR
3 funds
AVANTAX INC November 21, 2023 Proposal to approve, by a non-binding advisory vote, the compensation that may be paid or become payable to Avantax, Inc.'s named executive officers that is based on, or otherwise relates to, the merger of C2023 Sub Corp. with and into Avantax, Inc., as contemplated by the merger agreement.
Say-on-Pay
Board For Split
5 FOR, 2 AGAINST
Split
1 FOR, 2 AGAINST
AVID TECHNOLOGY INC. November 2, 2023 To adopt the Agreement and Plan of Merger, dated as of August 9, 2023 (as may be amended from time to time, the "merger agreement"), by and among Avid Technology, Inc., a Delaware corporation ("Avid"), Artisan Bidco, Inc., a Delaware corporation ("Parent"), and Artisan Merger Sub, Inc., a Delaware corporation and wholly-owned subsidiary of Parent ("Merger Sub").
Extraordinary Transactions
Board For Split
5 FOR, 3 ABSTAIN
FOR
3 funds
AVIDXCHANGE HOLDINGS INC. June 20, 2024 Election of Class III Directors: Teresa Mackintosh
Director Elections
Board For Split
4 FOR, 3 WITHHOLD
ABSTAIN
2 funds
AVIENT CORP. May 16, 2024 Election of twelve director nominees to our Board of Directors: Richard H. Fearon
Director Elections
Board For FOR
9 funds
Split
5 FOR, 2 ABSTAIN
AXCELIS TECHNOLOGIES INC. May 9, 2024 Election of Directors: Jorge Titinger
Director Elections
Board For FOR
9 funds
Split
4 FOR, 2 ABSTAIN
AXOGEN INC. August 15, 2023 Election of Directors: John H. Johnson
Director Elections
Board For Split
2 FOR, 4 WITHHOLD
FOR
2 funds
AXOGEN INC. August 15, 2023 To approve the Axogen, Inc. Third Amended and Restated 2019 Long-Term Incentive Plan.
Compensation
Board For Split
4 FOR, 2 AGAINST
AGAINST
2 funds
AXON ENTERPRISE INC. May 10, 2024 Proposal No. 2 requests that shareholders vote to approve the Axon Enterprise, Inc. Amended and Restated 2022 Stock Incentive Plan.
Compensation
Board For Split
9 FOR, 8 AGAINST
Split
1 FOR, 5 AGAINST
AXONICS INC. March 22, 2024 To adopt the Agreement and Plan of Merger, dated January 8, 2024 (such agreement, as it may be amended, modified or supplemented from time to time, the "Merger Agreement"), by and among Axonics, Inc., a Delaware corporation ("Axonics"), Boston Scientific Corporation, a Delaware corporation ("Boston Scientific"), and Sadie Merger Sub, Inc., a Delaware corporation ("Merger Sub"). Upon the terms and subject to the conditions of the Merger Agreement, Boston Scientific will acquire Axonics via a merger of Merger Sub with and into Axonics, with the separate corporate existence of Merger Sub thereupon ceasing and Axonics continuing as the surviving company and a wholly owned subsidiary of Boston Scientific.
Extraordinary Transactions
Board For Split
4 FOR, 2 ABSTAIN
FOR
7 funds
AXONICS INC. March 22, 2024 To approve on an advisory (non-binding) basis, the compensation that may be paid or become payable to Axonics' named executive officers that is based on or otherwise relates to the Merger Agreement and the transactions contemplated by the Merger Agreement.
Say-on-Pay
Board For Split
4 FOR, 3 AGAINST
Split
6 FOR, 1 AGAINST
AXOS FINANCIAL INC. November 9, 2023 To approve in a non-binding and advisory vote, the compensation of the Company's Named Executive Officers as disclosed in this Proxy Statement.
Say-on-Pay
Board For Split
4 FOR, 3 AGAINST
AGAINST
5 funds
AXSOME THERAPEUTICS INC. June 7, 2024 Election of Directors: Mark Coleman, M.D.
Director Elections
Board For Split
3 FOR, 3 WITHHOLD
Split
1 FOR, 2 ABSTAIN
AZENTA INC. January 30, 2024 Election of Directors: Edward P. Bousa
Director Elections
Board For FOR
7 funds
Split
5 FOR, 2 ABSTAIN
AZENTA INC. January 30, 2024 Election of Directors: Erica J. McLaughlin
Director Elections
Board For FOR
7 funds
Split
3 FOR, 4 ABSTAIN
AZRIELI GROUP LTD January 1, 2024 REELECT DANNA AZRIELI AS DIRECTOR
Director Elections
Board For FOR
8 funds
Split
3 FOR, 1 AGAINST
AZRIELI GROUP LTD January 1, 2024 REELECT NAOMI AZRIELI AS DIRECTOR
Director Elections
Board For FOR
8 funds
Split
3 FOR, 1 AGAINST
AZRIELI GROUP LTD January 1, 2024 REELECT SHARON AZRIELI AS DIRECTOR
Director Elections
Board For FOR
8 funds
Split
3 FOR, 1 AGAINST
B&M EUROPEAN VALUE RETAIL SA July 25, 2023 Approve Allocation of Income
Capital Structure
Board For Split
1 FOR, 1 ABSTAIN
FOR
4 funds
B&M EUROPEAN VALUE RETAIL SA July 25, 2023 Approve Discharge of Auditors
Audit-related
Board For Split
1 FOR, 1 ABSTAIN
FOR
4 funds
B&M EUROPEAN VALUE RETAIL SA July 25, 2023 Approve Dividends
Capital Structure
Board For Split
1 FOR, 1 ABSTAIN
FOR
4 funds
B&M EUROPEAN VALUE RETAIL SA July 25, 2023 Approve Remuneration Report
Compensation
Board For Split
1 FOR, 1 ABSTAIN
FOR
4 funds
B&M EUROPEAN VALUE RETAIL SA July 25, 2023 Approve Renewal of the Authorisation Granted to the Board of Directors to Issue New Shares and Amend Articles of Association
Capital Structure
Board For Split
1 FOR, 1 ABSTAIN
FOR
4 funds
B&M EUROPEAN VALUE RETAIL SA July 25, 2023 Authorise Board to Fix Remuneration of Auditors
Audit-related
Board For Split
1 FOR, 1 ABSTAIN
FOR
4 funds
B&M EUROPEAN VALUE RETAIL SA July 25, 2023 Authorise Issue of Equity without Pre-emptive Rights
Capital Structure
Board For Split
1 FOR, 1 ABSTAIN
FOR
4 funds
B&M EUROPEAN VALUE RETAIL SA July 25, 2023 Authorise Issue of Equity without Pre-emptive Rights in Connection with an Acquisition or Other Capital Investment
Capital Structure
Board For Split
1 FOR, 1 ABSTAIN
FOR
4 funds
B&M EUROPEAN VALUE RETAIL SA July 25, 2023 Authorise Market Purchase of Ordinary Shares
Capital Structure
Board For Split
1 FOR, 1 ABSTAIN
FOR
4 funds
B&M EUROPEAN VALUE RETAIL SA July 25, 2023 Re-elect Alejandro Russo as Director
Director Elections
Board For Split
1 FOR, 1 ABSTAIN
FOR
4 funds
B&M EUROPEAN VALUE RETAIL SA July 25, 2023 Re-elect Michael Schmidt as Director
Director Elections
Board For Split
1 FOR, 1 ABSTAIN
FOR
4 funds
B&M EUROPEAN VALUE RETAIL SA July 25, 2023 Re-elect Oliver Tant as Director
Director Elections
Board For Split
1 FOR, 1 ABSTAIN
FOR
4 funds
B&M EUROPEAN VALUE RETAIL SA July 25, 2023 Re-elect Peter Bamford as Director
Director Elections
Board For Split
1 FOR, 1 ABSTAIN
FOR
4 funds
B&M EUROPEAN VALUE RETAIL SA July 25, 2023 Re-elect Tiffany Hall as Director
Director Elections
Board For Split
1 FOR, 1 ABSTAIN
FOR
4 funds
B&M EUROPEAN VALUE RETAIL SA July 25, 2023 Reappoint KPMG Audit Sarl as Auditors
Audit-related
Board For Split
1 FOR, 1 ABSTAIN
FOR
4 funds
BAKER HUGHES CO. May 13, 2024 An advisory vote related to the Company's executive compensation program
Say-on-Pay
Board For FOR
20 funds
Split
5 FOR, 8 AGAINST
BALLY'S CORP. May 16, 2024 Approve, on a non-binding advisory basis, the compensation of the Company's named executive officers.
Say-on-Pay
Board For Split
5 FOR, 2 AGAINST
AGAINST
1 fund
BANCO ACTINVER SA INSTITUCION DE BANCA MU April 26, 2024 RATIFY RUBEN GOLDBERG JAVKIN AS MEMBER OF TECHNICAL COMMITTEE
Director Elections
Board For AGAINST
1 fund
Split
1 FOR, 1 AGAINST
BANCO ACTINVER SA INSTITUCION DE BANCA MU April 26, 2024 RECEIVE CONTROLLING'S REPORT ON RATIFICATION OF MEMBERS AND ALTERNATES OF TECHNICAL COMMITTEE
Director Elections
Board For FOR
1 fund
Split
1 FOR, 1 AGAINST
BANDWIDTH INC. May 23, 2024 To approve, on an advisory basis, the compensation of the Company's named executive officers as disclosed in the Proxy Statement; and
Say-on-Pay
Board For Split
6 FOR, 2 AGAINST
AGAINST
2 funds
BANK LEUMI LE-ISRAEL B.M July 17, 2023 ELECT ESTHER DEUTSCH AS DIRECTOR
Director Elections
Board For Split
3 FOR, 3 ABSTAIN
FOR
4 funds
BANK LEUMI LE-ISRAEL B.M July 17, 2023 REAPPOINT SOMEKH CHAIKIN (KPMG) AND BRIGHTMAN ALMAGOR ZOHAR AND CO. (DELOITTE) AS JOINT AUDITORS AND AUTHORIZE BOARD TO FIX THEIR REMUNERATION
Audit-related
Board For FOR
7 funds
Split
3 FOR, 1 AGAINST
BANK OF AMERICA CORP. April 24, 2024 Amending and restating the Bank of America Corporation Equity Plan
Compensation
Board For Split
18 FOR, 1 AGAINST
Split
14 FOR, 1 AGAINST
BANK OF AMERICA CORP. April 24, 2024 Ratifying the appointment of our independent registered public accounting firm for 2024
Audit-related
Board For FOR
19 funds
Split
14 FOR, 1 AGAINST
BARNES GROUP INC. May 3, 2024 Vote on a non-binding resolution to approve the Company's executive compensation.
Say-on-Pay
Board For FOR
7 funds
Split
2 FOR, 2 AGAINST
BARRETT BUSINESS SERVICES INC. June 3, 2024 Amendment of the Company's Amended and Restated Charter to increase the authorized shares of Common Stock.
Capital Structure
Board For Split
5 FOR, 2 AGAINST
FOR
2 funds
BARRICK GOLD CORP. April 30, 2024 ADVISORY RESOLUTION ON APPROACH TO EXECUTIVE COMPENSATION.
Other
Board For FOR
1 fund
Split
4 FOR, 2 AGAINST
BASF SE April 25, 2024 Reelect Kurt Bock to the Supervisory Board
Director Elections
Board For FOR
9 funds
Split
2 FOR, 2 AGAINST
BAXTER INTERNATIONAL INC. May 7, 2024 Advisory vote to Approve Named Executive Officer Compensation
Say-on-Pay
Board For FOR
19 funds
Split
10 FOR, 1 AGAINST
BAYER AG April 26, 2024 Approve Remuneration Report
Compensation
Board For Split
5 FOR, 3 AGAINST
FOR
5 funds
BAYERISCHE MOTOREN WERKE AG May 15, 2024 Elect Stefan Quandt to the Supervisory Board
Director Elections
Board For Split
4 FOR, 5 AGAINST
Split
2 FOR, 3 AGAINST
BE SEMICONDUCTOR INDUSTRIES NV April 25, 2024 Approve Remuneration Report
Compensation
Board For Split
2 FOR, 4 AGAINST
AGAINST
2 funds
BEACON ROOFING SUPPLY INC. May 15, 2024 To approve the compensation for our named executive officers as presented in the Compensation Discussion and Analysis, the compensation tables, and the related disclosures contained in the accompanying Proxy Statement on a non-binding, advisory basis.
Say-on-Pay
Board For Split
8 FOR, 1 AGAINST
FOR
7 funds
BEAM THERAPEUTICS INC. June 5, 2024 Election of the following nominee as a Class I Director for a three-year term ending at our Annual Meeting of Stockholders to be held in 2027: Graham Cooper
Director Elections
Board For Split
5 FOR, 3 AGAINST
AGAINST
1 fund
BECHTLE AG June 11, 2024 Elect Stephanie Holdt to the Supervisory Board
Director Elections
Board For FOR
7 funds
Split
1 FOR, 1 AGAINST
BEIERSDORF AG April 18, 2024 Approve Remuneration Report
Compensation
Board For FOR
8 funds
Split
3 FOR, 1 AGAINST
BEIERSDORF AG April 18, 2024 Elect Frederic Pflanz to the Supervisory Board
Director Elections
Board For Split
7 FOR, 1 AGAINST
AGAINST
4 funds
BEIERSDORF AG April 18, 2024 Elect Reinhard Poellath to the Supervisory Board
Director Elections
Board For Split
3 FOR, 4 AGAINST
AGAINST
4 funds
BEIERSDORF AG April 18, 2024 Elect Wolfgang Herz to the Supervisory Board
Director Elections
Board For Split
7 FOR, 1 AGAINST
AGAINST
4 funds
BEIJER REF AB April 23, 2024 Approve Alternative Equity Plan Financing of LTI 2024, if Item 16.B is Not Approved
Compensation
Board For AGAINST
6 funds
Split
1 FOR, 2 AGAINST
BEIJER REF AB April 23, 2024 Approve Equity Plan Financing Through Acquisition and Transfer of Shares
Compensation
Board For AGAINST
6 funds
Split
1 FOR, 2 AGAINST
BEIJER REF AB April 23, 2024 Reelect Albert Gustafsson as Director
Director Elections
Board For AGAINST
6 funds
Split
1 FOR, 2 AGAINST
BEIJER REF AB April 23, 2024 Reelect Frida Norrbom Sams as Director
Director Elections
Board For Split
3 FOR, 2 AGAINST
FOR
3 funds
BEIJER REF AB April 23, 2024 Reelect Joen Magnusson as Director
Director Elections
Board For AGAINST
6 funds
Split
1 FOR, 2 AGAINST
BEIJER REF AB April 23, 2024 Reelect Kate Swann as Board Chair
Director Elections
Board For Split
2 FOR, 3 AGAINST
AGAINST
3 funds
BEIJER REF AB April 23, 2024 Reelect Kate Swann as Director
Director Elections
Board For Split
2 FOR, 3 AGAINST
Split
1 FOR, 2 AGAINST
BEIJER REF AB April 23, 2024 Reelect Per Bertland as Director
Director Elections
Board For AGAINST
6 funds
Split
1 FOR, 2 AGAINST
BEIJER REF AB April 23, 2024 Reelect William Striebe as Director
Director Elections
Board For Split
3 FOR, 2 AGAINST
Split
1 FOR, 2 AGAINST
BENTLEY SYSTEMS INC. May 23, 2024 To approve, on an advisory (non-binding) basis, the compensation paid to the Company's named executive officers
Say-on-Pay
Board For FOR
9 funds
Split
4 FOR, 6 AGAINST
BERKSHIRE HATHAWAY INC. May 4, 2024 Election of Directors: Ajit Jain
Director Elections
Board For FOR
19 funds
Split
8 FOR, 8 ABSTAIN
BERKSHIRE HATHAWAY INC. May 4, 2024 Election of Directors: Charlotte Guyman
Director Elections
Board For Split
2 FOR, 17 WITHHOLD
Split
5 FOR, 11 ABSTAIN
BERKSHIRE HATHAWAY INC. May 4, 2024 Election of Directors: Christopher C. Davis
Director Elections
Board For Split
10 FOR, 8 WITHHOLD
FOR
16 funds
BERKSHIRE HATHAWAY INC. May 4, 2024 Election of Directors: Gregory E. Abel
Director Elections
Board For FOR
19 funds
Split
8 FOR, 8 ABSTAIN
BERKSHIRE HATHAWAY INC. May 4, 2024 Election of Directors: Howard G. Buffett
Director Elections
Board For Split
11 FOR, 7 WITHHOLD
FOR
16 funds
BERKSHIRE HATHAWAY INC. May 4, 2024 Election of Directors: Kenneth I. Chenault
Director Elections
Board For Split
7 FOR, 10 WITHHOLD
Split
6 FOR, 10 ABSTAIN
BERKSHIRE HATHAWAY INC. May 4, 2024 Election of Directors: Meryl B. Witmer
Director Elections
Board For Split
11 FOR, 7 WITHHOLD
FOR
16 funds
BERKSHIRE HATHAWAY INC. May 4, 2024 Election of Directors: Ronald L. Olson
Director Elections
Board For Split
11 FOR, 7 WITHHOLD
FOR
16 funds
BERKSHIRE HATHAWAY INC. May 4, 2024 Election of Directors: Stephen B. Burke
Director Elections
Board For Split
7 FOR, 10 WITHHOLD
Split
6 FOR, 10 ABSTAIN
BERKSHIRE HATHAWAY INC. May 4, 2024 Election of Directors: Susan A. Buffett
Director Elections
Board For Split
11 FOR, 7 WITHHOLD
FOR
16 funds
BERKSHIRE HATHAWAY INC. May 4, 2024 Election of Directors: Susan L. Decker
Director Elections
Board For Split
2 FOR, 17 WITHHOLD
Split
3 FOR, 13 ABSTAIN
BERKSHIRE HATHAWAY INC. May 4, 2024 Election of Directors: Thomas S. Murphy, Jr.
Director Elections
Board For Split
7 FOR, 10 WITHHOLD
Split
6 FOR, 10 ABSTAIN
BERKSHIRE HATHAWAY INC. May 4, 2024 Election of Directors: Wallace R. Weitz
Director Elections
Board For Split
11 FOR, 7 WITHHOLD
FOR
16 funds
BERKSHIRE HATHAWAY INC. May 4, 2024 Election of Directors: Warren E. Buffett
Director Elections
Board For Split
17 FOR, 2 WITHHOLD
FOR
16 funds
BEST BUY CO. INC. June 12, 2024 To approve in a non-binding advisory vote our named executive officer compensation
Say-on-Pay
Board For FOR
20 funds
Split
4 FOR, 7 AGAINST
BEYOND INC. May 21, 2024 The approval of the grant of a performance-based stock option to Marcus A. Lemonis, the Company's Executive Chairman.
Compensation
Board For Split
2 FOR, 3 AGAINST
AGAINST
2 funds
BGC GROUP INC. November 14, 2023 Approval, on an advisory basis, of executive compensation.
Say-on-Pay
Board For Split
4 FOR, 3 AGAINST
AGAINST
3 funds
BGC GROUP INC. November 14, 2023 Election of Directors: Arthur U. Mbanefo
Director Elections
Board For Split
4 FOR, 3 WITHHOLD
ABSTAIN
3 funds
BGC GROUP INC. November 14, 2023 Election of Directors: David P. Richards
Director Elections
Board For Split
4 FOR, 3 WITHHOLD
ABSTAIN
3 funds
BGC GROUP INC. November 14, 2023 Election of Directors: Howard W. Lutnick
Director Elections
Board For Split
4 FOR, 3 WITHHOLD
Split
1 FOR, 2 ABSTAIN

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How items are matched and positions counted: see the comparison table and the methodology. Built November 1, 2026 from SEC Form N-PX filings.