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Equitable vs Russell Investments: how alike they voted, 2023-2024

94.5% When both took a single position, they voted the same way on 94.5% of 9,921 items (9,376 the same, 545 different). 1,340 items where at least one of them split its funds are listed separately below. Both voted on 11,261 items in all.

Equitable 2023-2024 · Russell Investments 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 11,2619,376545 1,34094.5%90.8%
Board proposals 9,9918,648402 94195.6%92.8%
E&S shareholder proposals 3179814 20587.5%73.7%
Other items 953630129 19483.0%75.8%

Where they did not vote alike

Everything Voted differently Split votes

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

1,885 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 recommendedEquitableRussell Investments
OPENLANE INC. June 7, 2024 To approve an amendment and restatement of the KAR Auction Services, Inc. Amended and Restated 2009 Omnibus Stock and Incentive Plan.
Compensation
Board For Split
7 FOR, 1 AGAINST
FOR
1 fund
ORACLE CORP. November 15, 2023 Approve an Amendment to the Oracle Corporation Amended and Restated 2020 Equity Incentive Plan
Compensation
Board For Split
20 FOR, 5 AGAINST
AGAINST
9 funds
ORTHOFIX MEDICAL INC. June 18, 2024 Approval of Amendment No. 5 to the Amended and Restated 2012 Long-Term Incentive Plan to Increase the Number of Shares of Common Stock Authorized for Issuance Thereunder by 5,000,000.
Compensation
Board For Split
5 FOR, 3 AGAINST
AGAINST
2 funds
OSHKOSH CORP. May 7, 2024 Approval of the 2024 Incentive Stock and Awards Plan.
Compensation
Board For Split
9 FOR, 1 AGAINST
FOR
6 funds
OSHKOSH CORP. May 7, 2024 Approval, by advisory vote, of the compensation of the Company's named executive officers.
Say-on-Pay
Board For Split
9 FOR, 1 AGAINST
FOR
7 funds
OUTSET MEDICAL INC. May 29, 2024 Advisory vote to approve 2023 named executive officer compensation
Say-on-Pay
Board For Split
2 FOR, 3 AGAINST
FOR
1 fund
OWENS & MINOR INC. May 9, 2024 Approval of Amendment No. 1 to the Owens & Minor, Inc. 2023 Omnibus Incentive Plan.
Compensation
Board For Split
3 FOR, 3 AGAINST
FOR
3 funds
PACKAGING CORP OF AMERICA May 8, 2024 Proposal to approve our executive compensation.
Say-on-Pay
Board For Split
17 FOR, 1 AGAINST
FOR
12 funds
PACKAGING CORPORATION OF AMERICA May 8, 2024 Proposal to approve the Amended and Restated 1999 Long-Term Equity Incentive Plan.
Compensation
Board For Split
17 FOR, 1 AGAINST
FOR
11 funds
PACWEST BANCORP November 22, 2023 Adoption of the Agreement and Plan of Merger, dated as of July 25, 2023, as it may be amended from time to time, by and among PacWest Bancorp ("PACW"), Banc of California, Inc. ("BANC") and Cal Merger Sub, Inc (the "merger agreement"), pursuant to which Cal Merger Sub, Inc. will merge with and into PACW with PACW as the surviving entity, and, immediately thereafter, PACW will merge with and into BANC with BANC as the surviving entity (the "mergers").
Extraordinary Transactions
Board For Split
3 FOR, 3 ABSTAIN
FOR
1 fund
PALO ALTO NETWORKS INC. December 12, 2023 To approve an amendment to the 2021 Palo Alto Networks, Inc. Equity Incentive Plan.
Compensation
Board For Split
20 FOR, 1 AGAINST
FOR
5 funds
PALO ALTO NETWORKS INC. December 12, 2023 To approve, on an advisory basis, the compensation of our named executive officers.
Say-on-Pay
Board For Split
3 FOR, 15 AGAINST
AGAINST
6 funds
PAYPAL HOLDINGS INC. May 22, 2024 Advisory Vote to Approve Named Executive Officer Compensation.
Say-on-Pay
Board For Split
10 FOR, 11 AGAINST
FOR
3 funds
PDC ENERGY INC. August 4, 2023 To adopt the Agreement and Plan of Merger, dated as of May 21, 2023 (as may be amended from time to time, the "merger agreement"), by and among Chevron Corporation, Bronco Merger Sub Inc. and PDC Energy, Inc. ("PDC").
Extraordinary Transactions
Board For Split
4 FOR, 5 ABSTAIN
FOR
1 fund
PENSKE AUTOMOTIVE GROUP INC. May 9, 2024 Election of Directors: Greg Penske
Director Elections
Board Not determined Split
3 FOR, 3 WITHHOLD
FOR
2 funds
PENSKE AUTOMOTIVE GROUP INC. May 9, 2024 Election of Directors: H. Brian Thompson
Director Elections
Board Not determined Split
3 FOR, 3 WITHHOLD
FOR
2 funds
PENSKE AUTOMOTIVE GROUP INC. May 9, 2024 Election of Directors: John Barr
Director Elections
Board Not determined Split
2 FOR, 4 WITHHOLD
FOR
2 funds
PENSKE AUTOMOTIVE GROUP INC. May 9, 2024 Election of Directors: Kimberly McWaters
Director Elections
Board Not determined Split
2 FOR, 4 WITHHOLD
FOR
2 funds
PENSKE AUTOMOTIVE GROUP INC. May 9, 2024 Election of Directors: Kota Odagiri
Director Elections
Board Not determined Split
3 FOR, 3 WITHHOLD
FOR
2 funds
PENSKE AUTOMOTIVE GROUP INC. May 9, 2024 Election of Directors: Lisa Davis
Director Elections
Board Not determined Split
3 FOR, 3 WITHHOLD
FOR
2 funds
PENSKE AUTOMOTIVE GROUP INC. May 9, 2024 Election of Directors: Michael Eisenson
Director Elections
Board Not determined Split
3 FOR, 3 WITHHOLD
FOR
2 funds
PENSKE AUTOMOTIVE GROUP INC. May 9, 2024 Election of Directors: Sandra Pierce
Director Elections
Board Not determined Split
3 FOR, 3 WITHHOLD
FOR
2 funds
PENSKE AUTOMOTIVE GROUP INC. May 9, 2024 Election of Directors: Wolfgang Durheimer
Director Elections
Board Not determined Split
3 FOR, 3 WITHHOLD
FOR
2 funds
PENTAIR PLC May 7, 2024 To approve, by nonbinding, advisory vote, the compensation of the named executive officers.
Say-on-Pay
Board For Split
18 FOR, 1 AGAINST
FOR
6 funds
PENTAIR PLC May 7, 2024 To ratify, by nonbinding, advisory vote, the appointment of Deloitte & Touche LLP as the independent auditor of Pentair plc and to authorize, by binding vote, the Audit and Finance Committee of the Board of Directors to set the auditor's remuneration.
Audit-related
Board For Split
18 FOR, 1 AGAINST
FOR
5 funds
PEPSICO INC. May 1, 2024 Ratification of appointment of KPMG LLP as our independent registered public accounting firm for fiscal year 2024.
Audit-related
Board Not determined Split
22 FOR, 1 AGAINST
FOR
9 funds
PERMIAN RESOURCES CORP. May 22, 2024 To approve, by a non-binding advisory vote, the Company's named executive officer compensation.
Say-on-Pay
Board For Split
5 FOR, 4 AGAINST
FOR
5 funds
PGT INNOVATIONS INC. March 18, 2024 To adopt the Agreement and Plan of Merger, dated as of January 16, 2024 (such agreement, as it may be amended from time to time, is referred to as the "merger agreement"), among PGTI, MIWD Holding Company LLC (referred to as "MITER"), and RMR MergeCo, Inc., an indirect wholly owned subsidiary of MITER (referred to as "Merger Sub"), pursuant to which, upon the terms and subject to the conditions of the merger agreement, Merger Sub will merge with and into PGTI (referred to as the "merger"), with PGTI surviving the merger and becoming a wholly owned subsidiary of MITER (referred to as the "merger agreement proposal");
Extraordinary Transactions
Board For Split
4 FOR, 1 ABSTAIN
FOR
3 funds
PGT INNOVATIONS INC. March 18, 2024 To approve on an advisory (non-binding) basis the compensation that may be paid or become payable to PGTI's named executive officers that is based on or otherwise relates to the merger (referred to as the "merger-related compensation proposal");
Say-on-Pay
Board For Split
4 FOR, 2 AGAINST
FOR
4 funds
PHILIP MORRIS INTERNATIONAL INC. May 8, 2024 Election of Directors: Dessislava Temperley
Director Elections
Board For Split
19 FOR, 1 AGAINST
FOR
7 funds
PHILIP MORRIS INTERNATIONAL INC. May 8, 2024 Election of Directors: Kalpana Morparia
Director Elections
Board For Split
19 FOR, 1 AGAINST
FOR
7 funds
PHILIP MORRIS INTERNATIONAL INC. May 8, 2024 Ratification of the Selection of Independent Auditors
Audit-related
Board For Split
19 FOR, 1 AGAINST
FOR
7 funds
PHILLIPS 66 May 15, 2024 Advisory vote to approve our executive compensation.
Say-on-Pay
Board For Split
22 FOR, 1 AGAINST
FOR
11 funds
PHILLIPS 66 May 15, 2024 Election Of Class III Director To Hold Office Until The 2027 Annual Meeting: Lisa A. Davis
Director Elections
Board For Split
1 FOR, 1 AGAINST
FOR
10 funds
PHOTRONICS INC. March 27, 2024 To approve by non-binding advisory vote executive compensation.
Say-on-Pay
Board For Split
4 FOR, 2 AGAINST
FOR
1 fund
PHYSICIANS REALTY TRUST February 21, 2024 Proposal to approve, by advisory (non-binding) vote, the compensation that may be paid or become payable to the named executive officers of Physicians Realty Trust in connection with the Company Merger; and
Say-on-Pay
Board For Split
4 FOR, 5 AGAINST
AGAINST
1 fund
PINNACLE WEST CAPITAL CORP. May 22, 2024 To hold an advisory vote to approve executive compensation.
Say-on-Pay
Board For Split
19 FOR, 1 AGAINST
FOR
10 funds
PINNACLE WEST CAPITAL CORP. May 22, 2024 To ratify the appointment of our independent accountant for the year ending December 31, 2024.
Audit-related
Board For Split
19 FOR, 1 AGAINST
FOR
9 funds
PIONEER NATURAL RESOURCES CO. February 7, 2024 The Advisory Compensation Proposal: To approve, on an advisory basis, the compensation that may be paid or become payable to Pioneer's named executive officers that is based on or otherwise related to the merger.
Say-on-Pay
Board For Split
6 FOR, 11 AGAINST
AGAINST
7 funds
PIONEER NATURAL RESOURCES CO. February 7, 2024 The Merger Agreement Proposal: To adopt the Agreement and Plan of Merger, dated October 10, 2023, among Exxon Mobil Corporation, SPQR, LLC and Pioneer Natural Resources Company.
Extraordinary Transactions
Board For Split
11 FOR, 7 ABSTAIN
FOR
6 funds
PLUG POWER INC. June 5, 2024 Election of Class I Directors: Kavita Mahtani
Director Elections
Board For Split
1 FOR, 2 WITHHOLD
FOR
1 fund
PLUG POWER INC. June 5, 2024 Election of Class I Directors: Maureen O. Helmer
Director Elections
Board For Split
1 FOR, 2 WITHHOLD
FOR
1 fund
POLARIS INC. April 25, 2024 Approval of the Polaris Inc. 2024 Omnibus Incentive Plan
Compensation
Board For Split
3 FOR, 6 AGAINST
FOR
2 funds
POTLATCHDELTIC CORP. May 6, 2024 Election of Directors: D. Mark Leland
Director Elections
Board For Split
5 FOR, 4 AGAINST
FOR
4 funds
POTLATCHDELTIC CORP. May 6, 2024 Election of Directors: Lenore M. Sullivan
Director Elections
Board For Split
5 FOR, 4 AGAINST
FOR
4 funds
POTLATCHDELTIC CORP. May 6, 2024 Election of Directors: William L. Driscoll
Director Elections
Board For Split
5 FOR, 4 AGAINST
FOR
4 funds
PPG INDUSTRIES INC. April 18, 2024 APPROVE THE COMPENSATION OF THE COMPANY'S NAMED EXECUTIVE OFFICERS ON AN ADVISORY BASIS
Say-on-Pay
Board For Split
22 FOR, 1 AGAINST
FOR
7 funds
PRIMERICA INC. May 8, 2024 To elect the following directors: Cynthia N. Day
Director Elections
Board For Split
3 FOR, 5 AGAINST
FOR
4 funds
PROCTER & GAMBLE CO. October 10, 2023 Ratify Appointment of the Independent Registered Public Accounting Firm
Audit-related
Board For Split
25 FOR, 1 AGAINST
FOR
9 funds
PROGRESSIVE CORP. May 10, 2024 Ratify the appointment of PricewaterhouseCoopers LLP as our independent registered public accounting firm for 2024;
Audit-related
Board For Split
22 FOR, 1 AGAINST
FOR
9 funds
PROLOGIS INC. May 9, 2024 Advisory Vote to Approve the Company's Executive Compensation for 2023.
Say-on-Pay
Board For Split
20 FOR, 1 AGAINST
FOR
12 funds
PROLOGIS INC. May 9, 2024 Election of Directors: David P. O'Connor
Director Elections
Board For Split
20 FOR, 1 AGAINST
FOR
11 funds
PROLOGIS INC. May 9, 2024 Election of Directors: George L. Fotiades
Director Elections
Board For Split
20 FOR, 1 AGAINST
FOR
11 funds
PROLOGIS INC. May 9, 2024 Election of Directors: Hamid R. Moghadam
Director Elections
Board For Split
20 FOR, 1 AGAINST
FOR
11 funds
PROLOGIS INC. May 9, 2024 Election of Directors: Olivier Piani
Director Elections
Board For Split
20 FOR, 1 AGAINST
FOR
11 funds
PROLOGIS INC. May 9, 2024 Ratification of the Appointment of KPMG LLP as the Company's Independent Registered Public Accounting Firm for the Year 2024.
Audit-related
Board For Split
20 FOR, 1 AGAINST
FOR
11 funds
PROSPERITY BANCSHARES INC. April 16, 2024 Advisory approval of the compensation of the Company's named executive officers (Say-On-Pay).
Say-on-Pay
Board For Split
2 FOR, 4 AGAINST
FOR
5 funds
PRUDENTIAL FINANCIAL INC. May 14, 2024 Advisory vote to approve named executive officer compensation.
Say-on-Pay
Board For Split
9 FOR, 8 AGAINST
FOR
4 funds
PUBLIC SERVICE ENTERPRISE GROUP INC. April 16, 2024 ELECTION OF DIRECTORS: John P. Surma
Director Elections
Board For Split
19 FOR, 1 AGAINST
FOR
5 funds
PUBLIC SERVICE ENTERPRISE GROUP INC. April 16, 2024 ELECTION OF DIRECTORS: Willie A. Deese
Director Elections
Board For Split
19 FOR, 1 AGAINST
FOR
5 funds
PUBLIC SERVICE ENTERPRISE GROUP INC. April 16, 2024 Ratification of the Appointment of Deloitte as Independent Auditor for 2024
Audit-related
Board For Split
19 FOR, 1 AGAINST
FOR
5 funds
PUBLIC STORAGE May 7, 2024 Election of Trustees: Ronald L. Havner, Jr.
Director Elections
Board For Split
23 FOR, 1 AGAINST
FOR
10 funds
PUBLIC STORAGE May 7, 2024 Election of Trustees: Ronald P. Spogli
Director Elections
Board For Split
23 FOR, 1 AGAINST
AGAINST
10 funds
PUBLIC STORAGE May 7, 2024 Ratification of the appointment of Ernst & Young LLP as the Company's independent registered public accounting firm for the year ending December 31, 2024.
Audit-related
Board For Split
23 FOR, 1 AGAINST
FOR
10 funds
PULMONX CORP. May 16, 2024 To conduct a non-binding advisory vote to approve our executive compensation.
Say-on-Pay
Board For Split
4 FOR, 2 AGAINST
AGAINST
1 fund
QORVO INC. August 15, 2023 To approve, on an advisory basis, the compensation of our Named Executive Officer (as disclosed in the proxy statement).
Say-on-Pay
Board For Split
18 FOR, 1 AGAINST
FOR
7 funds
QUAKER CHEMICAL CORP. May 8, 2024 Election of Directors: Jeffry D. Frisby
Director Elections
Board For Split
3 FOR, 2 AGAINST
FOR
3 funds
QUAKER CHEMICAL CORP. May 8, 2024 Election of Directors: Michael F. Barry
Director Elections
Board For Split
3 FOR, 2 AGAINST
FOR
3 funds
QUALCOMM INC. March 5, 2024 Approval, on an advisory basis, of the compensation of our named executive officers.
Say-on-Pay
Board For Split
23 FOR, 1 AGAINST
FOR
7 funds
QUALCOMM INC. March 5, 2024 Ratification of the selection of PricewaterhouseCoopers LLP as our independent public accountants for our fiscal year ending September 29, 2024.
Audit-related
Board For Split
23 FOR, 1 AGAINST
FOR
6 funds
QUANEX BUILDING PRODUCTS CORP. February 27, 2024 To elect 7 directors to serve until the Annual Meeting of Stockholders in 2025: Susan F. Davis
Director Elections
Board For Split
4 FOR, 2 AGAINST
FOR
2 funds
RALPH LAUREN CORP. August 3, 2023 Approval, on an advisory basis, of the compensation of our named executive officers and our compensation philosophy, policies and practices described in the accompanying Proxy Statement.
Say-on-Pay
Board For Split
12 FOR, 7 AGAINST
AGAINST
3 funds
RAMBUS INC. April 25, 2024 Election of Directors: Charles Kissner
Director Elections
Board For Split
5 FOR, 6 AGAINST
FOR
3 funds
RAMBUS INC. April 25, 2024 Election of Directors: Meera Rao
Director Elections
Board For Split
5 FOR, 6 AGAINST
FOR
3 funds
RAMBUS INC. April 25, 2024 Election of Directors: Necip Sayiner
Director Elections
Board For Split
5 FOR, 6 AGAINST
FOR
3 funds
RANPAK HOLDINGS CORP. May 23, 2024 Company Proposal - Approval of a non-binding advisory resolution approving the compensation of named executive officers.
Say-on-Pay
Board For Split
5 FOR, 2 AGAINST
AGAINST
3 funds
RED RIVER BANCSHARES INC. May 2, 2024 Election of Directors: Teddy R. Price
Director Elections
Board For Split
2 FOR, 4 WITHHOLD
FOR
2 funds
REGIONAL MANAGEMENT CORP. May 16, 2024 Approval of the Regional Management Corp. 2024 Long-Term Incentive Plan.
Compensation
Board For Split
6 FOR, 2 AGAINST
FOR
2 funds
RENAISSANCERE HOLDINGS LTD. May 13, 2024 Election of Directors: Brian G. J. Gray
Director Elections
Board For Split
3 FOR, 5 AGAINST
FOR
2 funds
RENAISSANCERE HOLDINGS LTD. May 13, 2024 Election of Directors: Duncan P. Hennes
Director Elections
Board For Split
3 FOR, 5 AGAINST
FOR
2 funds
RENAISSANCERE HOLDINGS LTD. May 13, 2024 To approve, by a non-binding advisory vote, the compensation of the named executive officers of RenaissanceRe Holdings Ltd. as disclosed in the proxy statement.
Say-on-Pay
Board For Split
3 FOR, 5 AGAINST
FOR
3 funds
REPUBLIC SERVICES INC. May 23, 2024 Election of Directors: Katharine B. Weymouth
Director Elections
Board For Split
10 FOR, 7 AGAINST
AGAINST
4 funds
RESIDEO TECHNOLOGIES INC. June 5, 2024 Election of Directors: Jack Lazar
Director Elections
Board For Split
3 FOR, 3 AGAINST
AGAINST
1 fund
RESMED INC. November 16, 2023 Approve, on an advisory basis, the compensation paid to our named executive officers, as disclosed in the proxy statement ("say-on-pay").
Say-on-Pay
Board For Split
18 FOR, 1 AGAINST
FOR
4 funds
RESMED INC. November 16, 2023 Ratify our selection of KPMG LLP as our independent registered public accounting firm for the fiscal year ending June 30, 2024.
Audit-related
Board For Split
18 FOR, 1 AGAINST
FOR
3 funds
REV GROUP INC. February 29, 2024 Election of Class I Directors: Charles Dutil
Director Elections
Board For Split
4 FOR, 2 AGAINST
FOR
2 funds
REV GROUP INC. February 29, 2024 Election of Class I Directors: Jean Marie Canan
Director Elections
Board For Split
4 FOR, 2 AGAINST
FOR
2 funds
REVOLVE GROUP INC. June 7, 2024 Election of Directors: Melanie Cox
Director Elections
Board For Split
3 FOR, 2 WITHHOLD
WITHHOLD
1 fund
REVOLVE GROUP INC. June 7, 2024 Election of Directors: Oana Ruxandra
Director Elections
Board For Split
3 FOR, 2 WITHHOLD
FOR
1 fund
REX AMERICAN RESOURCES CORP. June 11, 2024 ELECTION OF DIRECTORS: David S. Harris
Director Elections
Board For Split
2 FOR, 5 AGAINST
FOR
4 funds
REXFORD INDUSTRIAL REALTY INC. June 11, 2024 The advisory resolution to approve the Company's named executive officer compensation for the fiscal year ended December 31, 2023, as described in the Rexford Industrial Realty, Inc. Proxy Statement.
Say-on-Pay
Board For Split
2 FOR, 5 AGAINST
AGAINST
4 funds
REYNOLDS CONSUMER PRODUCTS INC. April 24, 2024 Election of Directors: Allen P. Hugli
Director Elections
Board For Split
1 FOR, 2 WITHHOLD
FOR
3 funds
REYNOLDS CONSUMER PRODUCTS INC. April 24, 2024 Election of Directors: Helen Golding
Director Elections
Board For Split
1 FOR, 2 WITHHOLD
FOR
3 funds
RMR GROUP INC (THE) March 27, 2024 Advisory vote to approve executive compensation.
Say-on-Pay
Board For Split
5 FOR, 3 AGAINST
AGAINST
3 funds
ROCKET PHARMACEUTICALS INC. June 13, 2024 Election of Directors: Naveen Yalamanchi, M.D.
Director Elections
Board For Split
4 FOR, 4 WITHHOLD
FOR
3 funds
ROCKET PHARMACEUTICALS INC. June 13, 2024 Election of Directors: Pedro Granadillo
Director Elections
Board For Split
5 FOR, 3 WITHHOLD
FOR
3 funds
ROKU INC. June 6, 2024 Advisory vote to approve our named executive officer compensation.
Say-on-Pay
Board For Split
1 FOR, 7 AGAINST
AGAINST
3 funds
ROPER TECHNOLOGIES INC. June 12, 2024 Ratification of the appointment of PricewaterhouseCoopers LLP as our independent registered public accounting firm for 2024;
Audit-related
Board For Split
20 FOR, 1 AGAINST
FOR
8 funds
ROSS STORES INC. May 22, 2024 Advisory vote to approve the resolution on the compensation of the named executive officers.
Say-on-Pay
Board For Split
15 FOR, 6 AGAINST
AGAINST
9 funds
ROVER GROUP INC. February 22, 2024 To adopt the Agreement and Plan of Merger, dated as of November 29, 2023 (as it may be amended from time to time, the "Merger Agreement"), by and among Rover Group, Inc. ("Rover"), Biscuit Parent, LLC ("Parent") and Biscuit Merger Sub, LLC ("Merger Sub"), and approve the merger of Merger Sub with and into Rover (the "Merger") with Rover continuing as the surviving corporation and a wholly owned direct Subsidiary of Parent.
Extraordinary Transactions
Board For Split
5 FOR, 2 ABSTAIN
FOR
2 funds

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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.