Home › Asset managers › Compare 2023-2024 › Equitable vs Russell Investments
Equitable 2023-2024 · Russell Investments 2023-2024 · Download the item list (CSV)
| Common items | Same | Differ | Split (not in %) | Same position | Fund-level | |
|---|---|---|---|---|---|---|
| All ballot items | 11,261 | 9,376 | 545 | 1,340 | 94.5% | 90.8% |
| Board proposals | 9,991 | 8,648 | 402 | 941 | 95.6% | 92.8% |
| E&S shareholder proposals | 317 | 98 | 14 | 205 | 87.5% | 73.7% |
| Other items | 953 | 630 | 129 | 194 | 83.0% | 75.8% |
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.
| Company | Meeting | Proposal | On the ballot from | Board recommended | Equitable | Russell Investments |
|---|---|---|---|---|---|---|
| TRAVELERS COMPANIES INC. | May 15, 2024 | Non-binding vote to approve executive compensation. Say-on-Pay |
Board | For | Split 9 FOR, 8 AGAINST |
AGAINST 10 funds |
| TRONOX HOLDINGS PLC | May 8, 2024 | Election of Directors: Ilan Kaufthal Director Elections |
Board | For | Split 4 FOR, 2 AGAINST |
FOR 4 funds |
| TYLER TECHNOLOGIES INC. | May 9, 2024 | Approval of the Amended & Restated Tyler Technologies Inc. 2018 Stock Incentive Plan. Compensation |
Board | Not determined | Split 23 FOR, 1 AGAINST |
FOR 2 funds |
| TYSON FOODS INC. | February 8, 2024 | Election of Directors: Barbara A. Tyson Director Elections |
Board | For | Split 18 FOR, 1 AGAINST |
AGAINST 9 funds |
| TYSON FOODS INC. | February 8, 2024 | Election of Directors: Cheryl S. Miller Director Elections |
Board | For | Split 18 FOR, 1 AGAINST |
AGAINST 9 funds |
| TYSON FOODS INC. | February 8, 2024 | Election of Directors: David J. Bronczek Director Elections |
Board | For | Split 8 FOR, 10 AGAINST |
AGAINST 9 funds |
| TYSON FOODS INC. | February 8, 2024 | Election of Directors: Jeffrey K. Schomburger Director Elections |
Board | For | Split 18 FOR, 1 AGAINST |
AGAINST 9 funds |
| TYSON FOODS INC. | February 8, 2024 | Election of Directors: John H. Tyson Director Elections |
Board | For | Split 18 FOR, 1 AGAINST |
AGAINST 9 funds |
| TYSON FOODS INC. | February 8, 2024 | Election of Directors: Les R. Baledge Director Elections |
Board | For | Split 6 FOR, 12 AGAINST |
FOR 9 funds |
| TYSON FOODS INC. | February 8, 2024 | Election of Directors: Maria Claudia Borras Director Elections |
Board | For | Split 18 FOR, 1 AGAINST |
AGAINST 9 funds |
| TYSON FOODS INC. | February 8, 2024 | Election of Directors: Mike Beebe Director Elections |
Board | For | Split 9 FOR, 9 AGAINST |
FOR 9 funds |
| U.S. BANCORP | April 16, 2024 | Approval of the U.S. Bancorp 2024 Stock Incentive Plan. Compensation |
Board | For | Split 17 FOR, 1 AGAINST |
FOR 6 funds |
| UBER TECHNOLOGIES INC. | May 6, 2024 | Election of Directors: David Trujillo Director Elections |
Board | For | Split 9 FOR, 10 AGAINST |
FOR 5 funds |
| UDR INC. | May 23, 2024 | Advisory vote to approve named executive officer compensation. Say-on-Pay |
Board | For | Split 10 FOR, 10 AGAINST |
FOR 6 funds |
| UIPATH INC. | June 20, 2024 | To approve, on a non-binding, advisory basis, the compensation paid to our named executive officers ("say-on-pay vote"). Say-on-Pay |
Board | For | Split 2 FOR, 6 AGAINST |
FOR 2 funds |
| ULTRAGENYX PHARMACEUTICAL INC. | June 18, 2024 | Advisory (non-binding) vote to approve the compensation of our named executive officers. Say-on-Pay |
Board | For | Split 2 FOR, 5 AGAINST |
FOR 7 funds |
| ULTRAGENYX PHARMACEUTICAL INC. | June 18, 2024 | Approval of the Amended and Restated 2023 Incentive Plan. Compensation |
Board | For | Split 3 FOR, 4 AGAINST |
FOR 6 funds |
| UNDER ARMOUR INC. | August 29, 2023 | To approve the Fourth Amended and Restated 2005 Omnibus Long-Term Incentive Plan to increase the number of shares of Class C Common Stock reserved for issuance, among other changes. Compensation |
Board | For | Split 6 FOR, 3 AGAINST |
FOR 3 funds |
| UNDER ARMOUR INC. | August 29, 2023 | To approve, by a non-binding advisory vote, the compensation of executives as disclosed in the "Executive Compensation" section of the proxy statement, including the Compensation Discussion and Analysis and tables. Say-on-Pay |
Board | For | Split 5 FOR, 4 AGAINST |
FOR 4 funds |
| UNION PACIFIC CORP. | May 9, 2024 | Ratification of the appointment of Deloitte & Touche LLP as the independent registered public accounting firm of the Company for 2024. Audit-related |
Board | Not determined | Split 23 FOR, 1 AGAINST |
FOR 8 funds |
| UNITED NATURAL FOODS INC. | December 19, 2023 | To approve the Third Amended and Restated 2020 Equity Incentive Plan. Compensation |
Board | For | Split 4 FOR, 3 AGAINST |
FOR 1 fund |
| UNITED PARCEL SERVICE INC. | May 2, 2024 | To approve on an advisory basis named executive officer compensation. Say-on-Pay |
Board | Not determined | Split 22 FOR, 1 AGAINST |
FOR 10 funds |
| UNITED PARCEL SERVICE INC. | May 2, 2024 | To ratify the appointment of Deloitte & Touche LLP as UPS's independent registered public accounting firm for the year ending December 31, 2024. Audit-related |
Board | Not determined | Split 22 FOR, 1 AGAINST |
FOR 9 funds |
| UNITED STATES STEEL CORP. | April 12, 2024 | To adopt the Agreement and Plan of Merger, dated as of December 18, 2023, by and among United States Steel Corporation, Nippon Steel North America, Inc., 2023 Merger Subsidiary, Inc., and, solely as provided in Section 9.13 therein, Nippon Steel Corporation (as it may be amended from time to time, the "Merger Agreement"). Extraordinary Transactions |
Board | For | Split 3 FOR, 4 ABSTAIN |
FOR 3 funds |
| UNITED STATES STEEL CORP. | April 12, 2024 | To approve, on an advisory (non-binding) basis, the compensation that may be paid or become payable to United States Steel Corporation's named executive officers that is based on or otherwise relates to the Merger Agreement and the transaction contemplated by the Merger Agreement. Say-on-Pay |
Board | For | Split 3 FOR, 4 AGAINST |
FOR 4 funds |
| UNITEDHEALTH GROUP INC. | June 3, 2024 | Ratification of the appointment of Deloitte & Touche LLP as the independent registered public accounting firm for the Company for the year ending December 31, 2024. Audit-related |
Board | For | Split 25 FOR, 2 AGAINST |
FOR 9 funds |
| UNIVERSAL INSURANCE HOLDINGS INC. | June 13, 2024 | Approval of the Amended and Restated Universal Insurance Holdings, Inc. 2021 Omnibus Incentive Plan. Compensation |
Board | For | Split 6 FOR, 2 AGAINST |
FOR 2 funds |
| UPWORK INC. | June 7, 2024 | Election of Class III directors to serve until the 2027 annual meeting of stockholders: Hayden Brown Director Elections |
Board | For | Split 3 FOR, 1 AGAINST |
FOR 2 funds |
| V.F. CORP. | July 25, 2023 | Advisory vote to approve named executive officer compensation. Say-on-Pay |
Board | For | Split 16 FOR, 2 AGAINST |
AGAINST 4 funds |
| V2X INC. | May 9, 2024 | Election of Four Class I Directors: Phillip C. Widman Director Elections |
Board | For | Split 4 FOR, 2 AGAINST |
FOR 3 funds |
| VANDA PHARMACEUTICALS INC. | May 17, 2024 | To elect two Class III Directors: Phaedra S. Chrousos Director Elections |
Board | For | Split 5 FOR, 2 AGAINST |
FOR 2 funds |
| VENTAS INC. | May 14, 2024 | Election of Directors: Debra A. Cafaro Director Elections |
Board | For | Split 22 FOR, 1 AGAINST |
FOR 3 funds |
| VENTAS INC. | May 14, 2024 | Election of Directors: Marguerite M. Nader Director Elections |
Board | For | Split 22 FOR, 1 AGAINST |
FOR 3 funds |
| VENTAS INC. | May 14, 2024 | Election of Directors: Matthew J. Lustig Director Elections |
Board | For | Split 22 FOR, 1 AGAINST |
FOR 3 funds |
| VENTAS INC. | May 14, 2024 | Election of Directors: Melody C. Barnes Director Elections |
Board | For | Split 22 FOR, 1 AGAINST |
FOR 3 funds |
| VENTAS INC. | May 14, 2024 | Election of Directors: Roxanne M. Martino Director Elections |
Board | For | Split 22 FOR, 1 AGAINST |
FOR 3 funds |
| VENTAS INC. | May 14, 2024 | Election of Directors: Sean P. Nolan Director Elections |
Board | For | Split 22 FOR, 1 AGAINST |
FOR 3 funds |
| VENTAS INC. | May 14, 2024 | Election of Directors: Walter C. Rakowich Director Elections |
Board | For | Split 22 FOR, 1 AGAINST |
FOR 3 funds |
| VERALTO CORP. | May 21, 2024 | To elect the three Class I directors named in the attached Proxy Statement to hold office until the 2027 Annual Meeting of Shareholders and until their successors are elected and qualified: Francoise Colpron Director Elections |
Board | For | Split 20 FOR, 1 AGAINST |
FOR 5 funds |
| VERISK ANALYTICS INC. | May 15, 2024 | To approve executive compensation on an advisory, non-binding basis. Say-on-Pay |
Board | For | Split 20 FOR, 1 AGAINST |
FOR 3 funds |
| VERISK ANALYTICS INC. | May 15, 2024 | To ratify the appointment of Deloitte & Touche LLP as our independent auditor for the 2024 fiscal year. Audit-related |
Board | For | Split 20 FOR, 1 AGAINST |
FOR 2 funds |
| VERITIV CORP. | October 17, 2023 | Merger Proposal - To approve and adopt the Agreement and Plan of Merger, dated as of August 6, 2023 (as it has been or may be amended, supplemented, waived or otherwise modified in accordance with its terms), by and among Verde Purchaser, LLC ("Parent"), Verde Merger Sub, Inc. ("Merger Subsidiary") and Veritiv Corporation ("Veritiv"), pursuant to which, among other things, Merger Subsidiary will merge with and into Veritiv, with Veritiv surviving as a wholly-owned subsidiary of Parent (such merger, the "Merger" and such proposal, the "Merger Proposal"). Extraordinary Transactions |
Board | For | Split 4 FOR, 2 ABSTAIN |
FOR 2 funds |
| VERIZON COMMUNICATIONS INC. | May 9, 2024 | Advisory vote to approve executive compensation Say-on-Pay |
Board | Not determined | Split 19 FOR, 1 AGAINST |
FOR 10 funds |
| VERIZON COMMUNICATIONS INC. | May 9, 2024 | Election of Directors: Hans Vestberg Director Elections |
Board | Not determined | Split 18 FOR, 1 AGAINST |
FOR 9 funds |
| VERIZON COMMUNICATIONS INC. | May 9, 2024 | Ratification of appointment of independent registered public accounting firm Audit-related |
Board | Not determined | Split 19 FOR, 1 AGAINST |
FOR 9 funds |
| VERRA MOBILITY CORP. | May 21, 2024 | Approve, on an advisory basis, the compensation of our named executive officers. Say-on-Pay |
Board | For | Split 3 FOR, 3 AGAINST |
FOR 1 fund |
| VICI PROPERTIES INC. | April 30, 2024 | To approve (on a non-binding, advisory basis) the compensation of our named executive officers. Say-on-Pay |
Board | For | Split 19 FOR, 1 AGAINST |
FOR 8 funds |
| VIEMED HEALTHCARE INC. | June 6, 2024 | To consider and, if thought appropriate, to pass an ordinary resolution (the text of which is disclosed in Section 10(iv) of the Management Information and Proxy Circular) to ratify, confirm and approve the 2024 Long Term Incentive Plan of the Corporation, as more particularly described in the Management Information and Proxy Circular. Compensation |
Board | For | Split 5 FOR, 2 AGAINST |
FOR 2 funds |
| VIR BIOTECHNOLOGY INC. | May 29, 2024 | To approve, on an advisory basis, the compensation of the Company's named executive officers. Say-on-Pay |
Board | For | Split 4 FOR, 3 AGAINST |
AGAINST 3 funds |
| VIRTUS INVESTMENT PARTNERS INC. | May 15, 2024 | To approve an amendment to the Company's Amended and Restated Omnibus Incentive and Equity Plan to increase the number of shares available for issuance by 455,000 shares. Compensation |
Board | For | Split 4 FOR, 2 AGAINST |
FOR 1 fund |
| VISA INC. | January 23, 2024 | To approve, on an advisory basis, the compensation paid to our named executive officers. Say-on-Pay |
Board | For | Split 26 FOR, 2 AGAINST |
FOR 9 funds |
| VMWARE INC. | July 13, 2023 | Election of Directors: Anthony Bates Director Elections |
Board | For | Split 2 FOR, 6 AGAINST |
AGAINST 4 funds |
| VORNADO REALTY TRUST | May 23, 2024 | NON-BINDING, ADVISORY RESOLUTION ON EXECUTIVE COMPENSATION. Say-on-Pay |
Board | For | Split 2 FOR, 5 AGAINST |
AGAINST 5 funds |
| VULCAN MATERIALS CO. | May 10, 2024 | Election of Directors: Cynthia L. Hostetler Director Elections |
Board | For | Split 9 FOR, 11 AGAINST |
FOR 3 funds |
| VULCAN MATERIALS CO. | May 10, 2024 | Election of Directors: Thomas A. Fanning Director Elections |
Board | For | Split 12 FOR, 8 AGAINST |
FOR 3 funds |
| W.W. GRAINGER INC. | April 24, 2024 | Election of Directors: Beatriz R. Perez Director Elections |
Board | For | Split 21 FOR, 1 AGAINST |
FOR 7 funds |
| W.W. GRAINGER INC. | April 24, 2024 | Election of Directors: Cindy J. Miller Director Elections |
Board | For | Split 13 FOR, 8 AGAINST |
FOR 7 funds |
| W.W. GRAINGER INC. | April 24, 2024 | Election of Directors: D.G. Macpherson Director Elections |
Board | For | Split 21 FOR, 1 AGAINST |
FOR 7 funds |
| W.W. GRAINGER INC. | April 24, 2024 | Election of Directors: Rodney C. Adkins Director Elections |
Board | For | Split 19 FOR, 3 AGAINST |
FOR 7 funds |
| W.W. GRAINGER INC. | April 24, 2024 | Election of Directors: Steven A. White Director Elections |
Board | For | Split 21 FOR, 1 AGAINST |
FOR 7 funds |
| W.W. GRAINGER INC. | April 24, 2024 | Election of Directors: Stuart L. Levenick Director Elections |
Board | For | Split 21 FOR, 1 AGAINST |
FOR 7 funds |
| W.W. GRAINGER INC. | April 24, 2024 | Say on Pay proposal to approve on a non-binding advisory basis the compensation of W.W. Grainger, Inc.'s Named Executive Officers. Say-on-Pay |
Board | For | Split 21 FOR, 1 AGAINST |
FOR 8 funds |
| WALMART INC. | June 5, 2024 | Election of Directors: Carla A. Harris Director Elections |
Board | For | Split 20 FOR, 1 AGAINST |
FOR 9 funds |
| WALMART INC. | June 5, 2024 | Election of Directors: Thomas W. Horton Director Elections |
Board | For | Split 19 FOR, 2 AGAINST |
AGAINST 9 funds |
| WARNER BROS. DISCOVERY INC. | June 3, 2024 | To approve the amended and restated Warner Bros. Discovery, Inc. Stock Incentive Plan. Compensation |
Board | For | Split 19 FOR, 2 AGAINST |
FOR 2 funds |
| WARNER BROS. DISCOVERY INC. | June 3, 2024 | To vote on an advisory resolution to approve the 2023 compensation of Warner Bros. Discovery, Inc.'s named executive officers, commonly referred to as a "Say-on-Pay" vote. Say-on-Pay |
Board | For | Split 7 FOR, 13 AGAINST |
AGAINST 3 funds |
| WARRIOR MET COAL INC. | April 25, 2024 | MANAGEMENT PROPOSAL: To approve, on an advisory basis, the compensation of the Company's named executive officers. Say-on-Pay |
Board | Contested | Split 2 FOR, 3 AGAINST |
AGAINST 3 funds |
| WASTE MANAGEMENT INC. | May 14, 2024 | Election of Directors: Victoria M. Holt Director Elections |
Board | For | Split 20 FOR, 1 AGAINST |
FOR 10 funds |
| WASTE MANAGEMENT INC. | May 14, 2024 | Ratification of the appointment of Ernst & Young LLP as the independent registered public accounting firm for 2024. Audit-related |
Board | For | Split 20 FOR, 1 AGAINST |
FOR 10 funds |
| WATERS CORP. | May 23, 2024 | To ratify the selection of PricewaterhouseCoopers LLP as the Company's independent registered public accounting firm for the fiscal year ending December 31, 2024; Audit-related |
Board | For | Split 20 FOR, 1 AGAINST |
FOR 2 funds |
| WESTERN DIGITAL CORP. | November 15, 2023 | Approval of an amendment and restatement of our 2021 Long-Term Incentive Plan to increase by 2.35 million the number of shares of our common stock available for issuance under that plan. Compensation |
Board | For | Split 9 FOR, 8 AGAINST |
FOR 3 funds |
| WILLIAMS-SONOMA INC. | May 29, 2024 | Election of Directors: William Ready Director Elections |
Board | For | Split 8 FOR, 3 AGAINST |
FOR 1 fund |
| WK KELLOGG CO. | May 2, 2024 | Approval of an amendment to the Company's 2023 Long-Term Incentive Plan. Compensation |
Board | Not determined | Split 3 FOR, 1 AGAINST |
FOR 3 funds |
| WOLFSPEED INC. | October 23, 2023 | APPROVAL OF AMENDMENT TO THE ARTICLES OF INCORPORATION TO INCREASE THE NUMBER OF AUTHORIZED SHARES OF COMMON STOCK FROM 200,000,000 TO 400,000,000. Capital Structure |
Board | For | Split 8 FOR, 2 AGAINST |
FOR 1 fund |
| WORKDAY INC. | June 18, 2024 | To approve, on an advisory basis, the compensation of our named executive officers as disclosed in the Proxy Statement. Say-on-Pay |
Board | For | Split 2 FOR, 9 AGAINST |
AGAINST 7 funds |
| WORKIVA INC. | May 30, 2024 | Approval of the Amendment and Restatement of the Workiva Inc. 2014 Equity Incentive Plan to increase the number of shares that may be issued under the Plan. Compensation |
Board | For | Split 3 FOR, 4 AGAINST |
FOR 2 funds |
| WORKIVA INC. | May 30, 2024 | Election of Directors: David S. Mulcahy Director Elections |
Board | For | Split 3 FOR, 4 WITHHOLD |
FOR 2 funds |
| WORKIVA INC. | May 30, 2024 | Election of Directors: Robert H. Herz Director Elections |
Board | For | Split 3 FOR, 4 WITHHOLD |
FOR 2 funds |
| XCEL ENERGY INC. | May 22, 2024 | Approval of Xcel Energy Inc.'s executive compensation in an advisory vote (say on pay vote) Say-on-Pay |
Board | For | Split 19 FOR, 1 AGAINST |
AGAINST 6 funds |
| XP INC. | May 24, 2024 | Approval of the reappointment of Gabriel Klas da Rocha Leal as a director. Director Elections |
Board | For | Split 2 FOR, 5 AGAINST |
FOR 3 funds |
| XP INC. | May 24, 2024 | Approval of the reappointment of Guilherme Dias Fernandes Benchimol as a director. Director Elections |
Board | For | Split 2 FOR, 5 AGAINST |
FOR 3 funds |
| YUM BRANDS INC. | May 16, 2024 | Advisory Vote on Executive Compensation. Say-on-Pay |
Board | For | Split 24 FOR, 1 AGAINST |
FOR 5 funds |
| YUM! BRANDS INC. | May 16, 2024 | Ratification of Independent Auditors. Audit-related |
Board | For | Split 24 FOR, 1 AGAINST |
FOR 4 funds |
| ZOETIS INC. | May 22, 2024 | Advisory vote to approve our executive compensation. Say-on-Pay |
Board | For | Split 20 FOR, 1 AGAINST |
FOR 9 funds |
| ZSCALER INC. | January 5, 2024 | To approve on a non-binding, advisory basis, the compensation of our named executive officers. Say-on-Pay |
Board | For | Split 1 FOR, 4 AGAINST |
AGAINST 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.