Home › Asset managers › Compare 2023-2024 › Fidelity vs JPMorgan
Fidelity 2023-2024 · JPMorgan 2023-2024 · Download the item list (CSV)
| Common items | Same | Differ | Split (not in %) | Same position | Fund-level | |
|---|---|---|---|---|---|---|
| All ballot items | 12,497 | 10,824 | 452 | 1,221 | 96.0% | 92.1% |
| Board proposals | 10,170 | 8,952 | 275 | 943 | 97.0% | 93.3% |
| E&S shareholder proposals | 269 | 154 | 10 | 105 | 93.9% | 82.4% |
| Other items | 2,058 | 1,718 | 167 | 173 | 91.1% | 87.4% |
Everything Voted differently Split votes
All ballot items Board proposals E&S shareholder proposals Other items
1,673 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 | Fidelity | JPMorgan |
|---|---|---|---|---|---|---|
| GOLDMAN SACHS GROUP INC. | April 24, 2024 | Shareholder Proposal Regarding Pay Equity Reporting Diversity, Equity, and Inclusion |
Shareholder (E&S) | Against | Split 1 FOR, 32 AGAINST |
Split 2 FOR, 4 AGAINST |
| HOME DEPOT INC. | May 16, 2024 | Shareholder Proposal Regarding a Report on Biodiversity Impact and Dependency Assessment Environment or Climate |
Shareholder (E&S) | Against | AGAINST 53 funds |
Split 1 FOR, 18 AGAINST |
| HUNTINGTON INGALLS INDUSTRIES INC. | May 1, 2024 | Stockholder Proposal Regarding Science-based Greenhouse Gas Reduction Targets and Transition Plan Environment or Climate |
Shareholder (E&S) | Against | Split 1 FOR, 42 AGAINST |
AGAINST 4 funds |
| IDEX CORP. | May 7, 2024 | Vote on a stockholder proposal regarding a report on hiring practices related to people with arrest or incarceration records. Human Rights or Human Capital/workforce |
Shareholder (E&S) | Against | AGAINST 33 funds |
Split 1 FOR, 9 AGAINST |
| INTERNATIONAL BUSINESS MACHINES CORP. | April 30, 2024 | Stockholder Proposal Requesting a Public Report on Climate Lobbying Environment or Climate |
Shareholder (E&S) | Against | AGAINST 42 funds |
Split 1 FOR, 11 AGAINST |
| INTERNATIONAL BUSINESS MACHINES CORP. | April 30, 2024 | Stockholder Proposal Requesting a Public Report on Lobbying Activities Other Social Issues |
Shareholder (E&S) | Against | AGAINST 42 funds |
Split 1 FOR, 11 AGAINST |
| INTERNATIONAL BUSINESS MACHINES CORP. | April 30, 2024 | Stockholder Proposal Requesting the Adoption of Greenhouse Gas Emissions Targets Environment or Climate |
Shareholder (E&S) | Against | AGAINST 42 funds |
Split 1 FOR, 11 AGAINST |
| INTERNATIONAL FLAVORS & FRAGRANCES INC. | May 1, 2024 | Commission a third-party assessment on the Company's commitment to freedom of association and collective bargaining rights. Human Rights or Human Capital/workforce |
Shareholder (E&S) | Not determined | Split 1 FOR, 21 AGAINST |
Split 1 FOR, 3 AGAINST |
| INTERNATIONAL PAPER CO. | May 13, 2024 | Shareowner Proposal Concerning a Report on the Company's LGBTQ+ Equity and Inclusions Efforts Human Rights or Human Capital/workforce |
Shareholder (E&S) | Against | Split 1 FOR, 23 AGAINST |
AGAINST 14 funds |
| INTUIT INC. | January 18, 2024 | Stockholder proposal requesting a retirement plan investment report Environment or Climate |
Shareholder (E&S) | Against | AGAINST 86 funds |
Split 3 FOR, 24 AGAINST |
| INTUITIVE SURGICAL INC. | April 25, 2024 | The stockholder proposal requesting a racial and gender pay gap report, if properly presented at the Annual Meeting. Diversity, Equity, and Inclusion |
Shareholder (E&S) | Against | Split 3 FOR, 52 AGAINST |
Split 1 FOR, 20 AGAINST |
| KELLANOVA | April 26, 2024 | Shareowner proposal requesting racial and gender pay gap disclosures, if properly presented at the meeting. Diversity, Equity, and Inclusion |
Shareholder (E&S) | Against | Split 2 FOR, 22 AGAINST |
AGAINST 7 funds |
| KELLANOVA | April 26, 2024 | Shareowner proposal requesting the Company report on the risks to the Company associated with pesticide use in its supply chain, if properly presented at meeting. Environment or Climate |
Shareholder (E&S) | Against | Split 7 FOR, 17 AGAINST |
AGAINST 7 funds |
| KEURIG DR PEPPER INC. | June 10, 2024 | To vote on a stockholder proposal requesting additional reporting on plastic packaging, if properly presented at Annual Meeting. Environment or Climate |
Shareholder (E&S) | Against | AGAINST 77 funds |
Split 1 FOR, 9 AGAINST |
| LENNAR CORP. | April 10, 2024 | Vote on a stockholder proposal requesting a report disclosing the Company's political spending and related policies and procedures. Other Social Issues |
Shareholder (E&S) | Against | Split 23 FOR, 19 AGAINST |
AGAINST 13 funds |
| LENNAR CORP. | April 10, 2024 | Vote on a stockholder proposal requesting a report on the Company's plans to reduce greenhouse gas emissions. Environment or Climate |
Shareholder (E&S) | Against | Split 23 FOR, 19 AGAINST |
AGAINST 13 funds |
| MARKEL GROUP INC. | May 22, 2024 | Shareholder proposal for a report on the Company's greenhouse gas emissions. Environment or Climate |
Shareholder (E&S) | Against | Split 1 FOR, 5 AGAINST, 12 ABSTAIN |
AGAINST 1 fund |
| MARRIOTT INTERNATIONAL INC. | May 10, 2024 | STOCKHOLDER RESOLUTION REQUESTING THE COMPANY ANNUALLY PREPARE A RACIAL AND GENDER PAY GAP REPORT Diversity, Equity, and Inclusion |
Shareholder (E&S) | Against | Split 49 FOR, 17 AGAINST |
AGAINST 19 funds |
| MASTERCARD INC. | June 18, 2024 | Consideration of a stockholder proposal requesting transparency in lobbying Other Social Issues |
Shareholder (E&S) | Against | AGAINST 116 funds |
Split 3 FOR, 32 AGAINST |
| MESA LABORATORIES INC. | August 25, 2023 | To approve the shareholder proposal to measure and annually present scope 1 through 3 greenhouse gas emissions. Environment or Climate |
Shareholder (E&S) | Against | Split 1 AGAINST, 12 ABSTAIN |
FOR 1 fund |
| MICROSOFT CORP. | December 7, 2023 | Report on AI Misinformation and Disinformation Other Social Issues |
Shareholder (E&S) | Against | Split 105 FOR, 29 AGAINST |
Split 43 FOR, 2 AGAINST |
| MICROSOFT CORP. | December 7, 2023 | Report on Data Operations in Human Rights Hotspots Human Rights or Human Capital/workforce |
Shareholder (E&S) | Against | AGAINST 134 funds |
Split 43 FOR, 2 AGAINST |
| MONDELEZ INTERNATIONAL INC. | May 22, 2024 | Shareholder proposal requesting Board adopt targets and publicly report quantitative metrics to eradicate child labor from cocoa supply chain; Human Rights or Human Capital/workforce |
Shareholder (E&S) | Against | Split 43 FOR, 17 AGAINST |
AGAINST 33 funds |
| MORGAN STANLEY | May 23, 2024 | Shareholder proposal regarding transparency in lobbying Other Social Issues |
Shareholder (E&S) | Against | AGAINST 59 funds |
Split 3 FOR, 14 AGAINST |
| MORGAN STANLEY | May 23, 2024 | Shareholder proposal requesting a clean energy supply financing ratio Environment or Climate |
Shareholder (E&S) | Against | Split 4 FOR, 55 AGAINST |
Split 3 FOR, 14 AGAINST |
| NETFLIX INC. | June 6, 2024 | Stockholder proposal entitled, "Report on Netflix's Use of Artificial Intelligence," if properly presented at the meeting. Other Social Issues |
Shareholder (E&S) | Against | Split 80 FOR, 1 AGAINST |
AGAINST 26 funds |
| NIKE INC. | September 12, 2023 | To consider a shareholder proposal regarding Supplemental Pay Equity Disclosure, if properly presented at the meeting. Diversity, Equity, and Inclusion |
Shareholder (E&S) | Against | Split 49 FOR, 21 AGAINST |
Split 2 FOR, 24 AGAINST |
| NIKE INC. | September 12, 2023 | To consider a shareholder proposal regarding a Supply Chain Management Report, if properly presented at the meeting. Human Rights or Human Capital/workforce |
Shareholder (E&S) | Against | AGAINST 71 funds |
Split 2 FOR, 24 AGAINST |
| NORFOLK SOUTHERN CORP. | May 9, 2024 | A shareholder proposal regarding an annual report on lobbying activities, policies, and communications, if properly presented Other Social Issues |
Shareholder (E&S) | Contested | AGAINST 13 funds |
Split 1 FOR, 26 AGAINST |
| ORACLE CORP. | November 15, 2023 | Stockholder Proposal Regarding Pay Gap Report Diversity, Equity, and Inclusion |
Shareholder (E&S) | Against | FOR 63 funds |
Split 3 FOR, 30 AGAINST |
| PACCAR INC | April 30, 2024 | Stockholder proposal regarding a report on climate-related policy engagement Environment or Climate |
Shareholder (E&S) | Against | Split 21 FOR, 27 AGAINST |
FOR 9 funds |
| QUEST DIAGNOSTICS INC. | May 16, 2024 | Stockholder proposal regarding managing climate risk through science-based targets and transition planning Environment or Climate |
Shareholder (E&S) | Against | Split 8 FOR, 16 AGAINST |
FOR 16 funds |
| ROSS STORES INC. | May 22, 2024 | To vote on a stockholder proposal regarding reporting on material value chain GHG emissions, if properly presented at the Annual Meeting. Environment or Climate |
Shareholder (E&S) | Against | AGAINST 45 funds |
Split 1 FOR, 17 AGAINST |
| RYDER SYSTEM INC. | May 3, 2024 | To vote, on an advisory basis, on a shareholder proposal regarding managing climate risk through science-based targets and transition planning. Environment or Climate |
Shareholder (E&S) | Against | Split 1 FOR, 19 AGAINST |
AGAINST 6 funds |
| RYDER SYSTEM INC. | May 3, 2024 | To vote, on an advisory basis, on a shareholder proposal regarding the Company's climate change strategy and related impacts on employment. Environment or Climate |
Shareholder (E&S) | Against | Split 13 FOR, 7 AGAINST |
FOR 6 funds |
| SEMPRA | May 9, 2024 | Shareholder proposal requesting a report on certain safety and environmental matters Human Rights or Human Capital/workforce |
Shareholder (E&S) | Not determined | AGAINST 53 funds |
Split 1 FOR, 4 AGAINST |
| SKECHERS U.S.A. INC. | May 23, 2024 | Stockholder proposal requesting our company to publicly disclose a timeline for meeting and disclosing our value chain emissions. Environment or Climate |
Shareholder (E&S) | Against | Split 18 FOR, 9 AGAINST |
AGAINST 3 funds |
| SONOCO PRODUCTS CO. | April 17, 2024 | Advisory (non-binding) shareholder proposal regarding transparency in political spending. Other Social Issues |
Shareholder (E&S) | Against | Split 7 FOR, 16 AGAINST |
AGAINST 5 funds |
| SOUTHERN CO. | May 22, 2024 | Stockholder proposal regarding disclosing short-, medium-, and long-term operational GHG targets Environment or Climate |
Shareholder (E&S) | Against | Split 2 FOR, 65 AGAINST |
AGAINST 25 funds |
| TESLA INC. | June 13, 2024 | A stockholder proposal regarding annual reporting on anti-harassment and discrimination efforts, if properly presented. Human Rights or Human Capital/workforce |
Shareholder (E&S) | Against | Split 1 FOR, 58 AGAINST |
FOR 23 funds |
| THE TJX COMPANIES, INC. | June 4, 2024 | Shareholder proposal for a report on effectiveness of social compliance efforts in TJX's supply chain Human Rights or Human Capital/workforce |
Shareholder (E&S) | Against | AGAINST 70 funds |
Split 3 FOR, 31 AGAINST |
| THE WENDY'S COMPANY | May 21, 2024 | Stockholder proposal regarding cage-free eggs, if properly presented at the Annual Meeting. Environment or Climate |
Shareholder (E&S) | Against | Split 16 FOR, 7 AGAINST |
AGAINST 8 funds |
| TRUIST FINANCIAL CORP. | April 23, 2024 | Shareholder proposal regarding an annual report on lobbying activities, if properly presented at the Annual Meeting. Other Social Issues |
Shareholder (E&S) | Against | AGAINST 38 funds |
Split 3 FOR, 21 AGAINST |
| UNITED PARCEL SERVICE INC. | May 2, 2024 | To prepare an annual report on the effectiveness of UPS's diversity, equity and inclusion efforts. Diversity, Equity, and Inclusion |
Shareholder (E&S) | Not determined | Split 23 FOR, 26 AGAINST |
Split 1 FOR, 31 AGAINST |
| VERIZON COMMUNICATIONS INC. | May 9, 2024 | Lead-sheathed cable report Environment or Climate |
Shareholder (E&S) | Not determined | Split 2 FOR, 54 AGAINST |
Split 2 FOR, 13 AGAINST |
| VERIZON COMMUNICATIONS INC. | May 9, 2024 | Lobbying activities report Other Social Issues |
Shareholder (E&S) | Not determined | AGAINST 55 funds |
Split 2 FOR, 13 AGAINST |
| VERTEX PHARMACEUTICALS INC. | May 15, 2024 | Shareholder proposal, if properly presented at the meeting, regarding a report on racial and gender pay gaps. Diversity, Equity, and Inclusion |
Shareholder (E&S) | Against | Split 3 FOR, 43 AGAINST |
Split 3 FOR, 35 AGAINST |
| WALMART INC. | June 5, 2024 | Publication of Targets for Transitioning from Gestation Crates in Pork Supply Chain Other Social Issues |
Shareholder (E&S) | Against | Split 59 FOR, 15 AGAINST |
AGAINST 13 funds |
| WALMART INC. | June 5, 2024 | Racial Equity Audit Diversity, Equity, and Inclusion |
Shareholder (E&S) | Against | Split 14 FOR, 60 AGAINST |
AGAINST 13 funds |
| WALMART INC. | June 5, 2024 | Workplace Safety & Violence Review Human Rights or Human Capital/workforce |
Shareholder (E&S) | Against | Split 1 FOR, 73 AGAINST |
Split 1 FOR, 12 AGAINST |
| WARRIOR MET COAL INC. | April 25, 2024 | STOCKHOLDER PROPOSAL: To adopt a resolution urging the Board of Directors to commission and oversee an assessment of the Company's respect for the internationally recognized human rights of freedom of association and collective bargaining. Human Rights or Human Capital/workforce |
Shareholder (E&S) | Contested | Split 2 FOR, 16 AGAINST |
AGAINST 6 funds |
| WEIS MARKETS INC. | May 2, 2024 | Shareholder proposal requesting a report on how the Company is addressing climate-change related risks in its Supply Chain. Environment or Climate |
Shareholder (E&S) | Against | Split 1 FOR, 13 AGAINST |
FOR 2 funds |
| WELLS FARGO & CO. | April 30, 2024 | Shareholder Proposal - Annual Report on Congruency of Political Spending and Corporate Values. Other Social Issues |
Shareholder (E&S) | Against | AGAINST 77 funds |
Split 1 FOR, 31 AGAINST |
| WELLS FARGO & CO. | April 30, 2024 | Shareholder Proposal - Annual Report on Prevention of Workplace Harassment and Discrimination. Human Rights or Human Capital/workforce |
Shareholder (E&S) | Against | AGAINST 77 funds |
Split 2 FOR, 30 AGAINST |
| WELLS FARGO & CO. | April 30, 2024 | Shareholder Proposal - Third-Party Assessment of Respect for Freedom of Association and Collective Bargaining. Human Rights or Human Capital/workforce |
Shareholder (E&S) | Against | Split 1 FOR, 76 AGAINST |
Split 2 FOR, 30 AGAINST |
| WINGSTOP INC. | May 23, 2024 | Vote on a stockholder proposal regarding greenhouse gas emissions reporting and goals, if properly presented at the Annual Meeting of Stockholders; and Environment or Climate |
Shareholder (E&S) | Against | Split 26 FOR, 1 AGAINST |
AGAINST 4 funds |
| YUM! BRANDS INC. | May 16, 2024 | Shareholder Proposal Regarding Adoption of a Policy on the Use of Medically Important Antimicrobials in Food-Producing Animals. Environment or Climate |
Shareholder (E&S) | Against | AGAINST 40 funds |
Split 1 FOR, 25 AGAINST |
| ABBVIE INC. | May 3, 2024 | Stockholder Proposal - to Implement Simple Majority Vote Corporate Governance |
Other | Against | Split 45 FOR, 1 AGAINST |
FOR 30 funds |
| ACUITY BRANDS INC. | January 24, 2024 | Approval of the proposed amendment to the Certificate of Incorporation to incorporate new Delaware law provision regarding officer exculpation. Corporate Governance |
Other | For | Split 44 FOR, 1 AGAINST |
AGAINST 10 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 5 FOR, 15 AGAINST |
AGAINST 3 funds |
| ADVANCE AUTO PARTS INC. | May 22, 2024 | Amend our Restated Certificate of Incorporation to eliminate or limit the personal liability of officers to the extent permitted by recent amendments to the Delaware General Corporation Law. Corporate Governance |
Other | For | Split 26 FOR, 1 AGAINST |
AGAINST 3 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 61 FOR, 15 AGAINST |
AGAINST 7 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 23 FOR, 6 AGAINST |
FOR 5 funds |
| ALCON INC. | May 8, 2024 | Approve Non-Financial Report (Non-Binding) Corporate Governance |
Other | For | Split 15 FOR, 1 ABSTAIN |
FOR 3 funds |
| ALTERYX INC. | March 13, 2024 | 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 1 FOR, 14 AGAINST |
FOR 1 fund |
| 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, 13 AGAINST |
FOR 1 fund |
| 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, 16 AGAINST |
FOR 2 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 3 FOR, 12 AGAINST |
FOR 5 funds |
| AMERIPRISE FINANCIAL INC. | April 24, 2024 | To approve the amendment of the Ameriprise Financial, Inc. Amended and Restated Certificate of Incorporation to allow for exculpation of officers as permitted by Delaware law. Corporate Governance |
Other | For | FOR 34 funds |
Split 1 FOR, 26 AGAINST |
| 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 2 FOR, 12 AGAINST |
AGAINST 1 fund |
| ANSYS INC. | May 22, 2024 | Proposal to approve the adjournment of the special meeting to solicit additional proxies if there are not sufficient votes at the time of the special meeting to approve the merger agreement proposal or to ensure that any supplement or amendment to the accompanying proxy statement/prospectus is timely provided to Ansys stockholders (the "adjournment proposal"). Corporate Governance |
Other | For | Split 10 FOR, 22 AGAINST |
FOR 7 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 22 FOR, 10 AGAINST |
AGAINST 7 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 1 FOR, 10 AGAINST |
AGAINST 1 fund |
| 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 5 FOR, 10 AGAINST |
FOR 6 funds |
| AURORA INNOVATION INC. | May 23, 2024 | Approval of amendment to the Company's Certificate of Incorporation to reflect recently adopted Delaware law provisions regarding officer exculpation. Corporate Governance |
Other | For | Split 7 FOR, 12 AGAINST |
AGAINST 2 funds |
| AUTONATION INC. | April 24, 2024 | Approval and adoption of an Amended and Restated Certificate of Incorporation to reflect new Delaware law provisions regarding officer exculpation. Corporate Governance |
Other | For | Split 21 FOR, 1 AGAINST |
AGAINST 16 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 2 FOR, 12 AGAINST |
FOR 5 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 9 FOR, 13 AGAINST |
FOR 6 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 44 FOR, 1 AGAINST |
AGAINST 28 funds |
| BANK OF AMERICA CORP. | April 24, 2024 | Shareholder proposal requesting independent board chair Corporate Governance |
Other | Against | AGAINST 82 funds |
Split 1 FOR, 34 AGAINST |
| BECLE SAB DE CV | April 25, 2024 | APPROVE REPORT ON POLICIES AND DECISIONS ADOPTED BY BOARD ON SHARE REPURCHASE Other |
Other | For | Split 1 FOR, 2 AGAINST |
FOR 1 fund |
| BERRY GLOBAL GROUP INC. | February 14, 2024 | To approve a proposal to amend our Amended and Restated Certificate of incorporation to include an officer exculpation provision. Corporate Governance |
Other | For | Split 21 FOR, 1 AGAINST |
AGAINST 5 funds |
| BERRY GLOBAL GROUP INC. | February 14, 2024 | To approve a proposal to amend the exclusive forum provision in our Amended and Restated Certificate of Incorporation to make the United States federal courts the exclusive forum for any federal securities law claims. Shareholder Rights and Defenses |
Other | For | Split 21 FOR, 1 AGAINST |
FOR 5 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 13 FOR, 3 AGAINST |
AGAINST 6 funds |
| BOOZ ALLEN HAMILTON HOLDING CORP. | July 26, 2023 | Approval of the adoption of the Seventh Amended and Restated Certificate of Incorporation to, among other things, limit the liability of certain officers of the Company as permitted by recent amendments to Delaware law. Corporate Governance |
Other | For | Split 24 FOR, 1 AGAINST |
AGAINST 22 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 29 FOR, 18 AGAINST |
FOR 26 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 8 FOR, 14 AGAINST |
FOR 3 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 1 FOR, 14 AGAINST |
AGAINST 3 funds |
| CARLISLE COMPANIES INC. | May 1, 2024 | To adopt an amendment to the Company's Charter to reflect recent Delaware law changes regarding officer exculpation. Corporate Governance |
Other | Not determined | Split 33 FOR, 1 AGAINST |
AGAINST 14 funds |
| CARLYLE GROUP INC. | May 29, 2024 | Shareholder Proposal to Adopt Improved Shareholder Right to Call a Special Shareholder Meeting Corporate Governance |
Other | Against | Split 2 FOR, 32 AGAINST |
AGAINST 2 funds |
| CATALENT INC. | May 29, 2024 | To approve one or more adjournments of the Special Meeting, if necessary, to solicit additional proxies if a quorum is not present or there are not sufficient votes cast at the Special Meeting to approve the Merger Proposal. Corporate Governance |
Other | For | Split 4 FOR, 15 AGAINST |
FOR 2 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 20 FOR, 12 AGAINST |
FOR 1 fund |
| CHARTER COMMUNICATIONS INC. | April 23, 2024 | Approval of the amendment to the Company's Amended and Restated Certificate of Incorporation to reflect new Delaware law provisions regarding officer exculpation. Corporate Governance |
Other | For | Split 34 FOR, 1 AGAINST |
AGAINST 25 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 1 FOR, 13 AGAINST |
FOR 3 funds |
| CHORD ENERGY CORP. | May 14, 2024 | The Adjournment Proposal - to approve the adjournment or postponement of the special meeting, if necessary or appropriate, including to solicit additional proxies if there are not sufficient votes to approve the stock issuance proposal, subject to the provisions of the arrangement agreement, dated February 21, 2024, by and among Chord, Spark Acquisition ULC and Enerplus. Corporate Governance |
Other | For | Split 16 FOR, 16 AGAINST |
FOR 10 funds |
| CHUBB LIMITED | May 16, 2024 | Shareholder proposal on pay gap reporting, if properly presented Diversity, Equity, and Inclusion |
Other | Against | Split 3 FOR, 57 AGAINST |
Split 1 FOR, 28 AGAINST |
| CHURCH & DWIGHT CO. INC. | May 2, 2024 | Approval of the amendment of the Church & Dwight Co., Inc. Amended and Restated Certificate of Incorporation; Corporate Governance |
Other | Not determined | Split 25 FOR, 1 AGAINST |
AGAINST 20 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 10 FOR, 10 AGAINST |
AGAINST 4 funds |
| CNA FINANCIAL CORP. | May 1, 2024 | Approval of an amendment to CNA's certificate of incorporation to update the exculpation provision. Corporate Governance |
Other | For | Split 1 FOR, 9 AGAINST |
AGAINST 7 funds |
| COGNIZANT TECHNOLOGY SOLUTIONS CORP. | June 4, 2024 | Adopt the company's Amended and Restated Certificate of Incorporation to limit the liability of certain officers as permitted by Delaware law, remove obsolete provisions and make other technical and administrative updates. Corporate Governance |
Other | Contested | Split 36 FOR, 1 AGAINST |
AGAINST 18 funds |
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How items are matched and positions counted: see the comparison table and the methodology. Built October 25, 2026 from SEC Form N-PX filings.