Home › Asset managers › Compare 2024-2025 › Brighthouse vs Jackson National
Note on Brighthouse: its funds did not all vote the same way on 14.7% of the 97,681 ballot items it voted. Those items are not in the percentage above; the ones it shares with this pair are listed under “Split votes”.
Brighthouse 2024-2025 · Jackson National 2024-2025 · Download the item list (CSV)
| Common items | Same | Differ | Split (not in %) | Same position | Fund-level | |
|---|---|---|---|---|---|---|
| All ballot items | 13,515 | 7,832 | 474 | 5,209 | 94.3% | 81.5% |
| Board proposals | 10,896 | 6,126 | 428 | 4,342 | 93.5% | 81.2% |
| E&S shareholder proposals | 255 | 2 | 3 | 250 | 40.0% | 40.6% |
| Other items | 2,364 | 1,704 | 43 | 617 | 97.5% | 87.2% |
Everything Voted differently Split votes
All ballot items Board proposals E&S shareholder proposals Other items
5,683 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 | Brighthouse | Jackson National |
|---|---|---|---|---|---|---|
| SONOCO PRODUCTS CO. | April 16, 2025 | Election of Director for a one-year term: Thomas E. Whiddon Director Elections |
Board | For | ABSTAIN 1 fund |
FOR 7 funds |
| SS&C TECHNOLOGIES HOLDINGS INC. | May 21, 2025 | To approve the SS&C Second Amended and Restated 2023 Stock Incentive Plan. Compensation |
Board | For | AGAINST 1 fund |
FOR 8 funds |
| STEVANATO GROUP S.P.A | May 23, 2025 | Appointment of the individuals included in the slate of candidates submitted by Stevanato Holding S.r.l. on April 24, 2025 as members of the Board of Directors for the period elapsing from May 23, 2025 to the date of approval of the financial statements for the financial year ending on December 31, 2025; appointment of Mr. Franco Stevanato as Chairman of the Board of Directors. Director Elections |
Board | None | AGAINST 1 fund |
FOR 1 fund |
| STEVANATO GROUP S.P.A | May 23, 2025 | Authorization to the Board of Directors to purchase, and dispose, treasury shares within certain limitations for the period elapsing from May 23, 2025 to the date of approval of the financial statements for the financial year ending on December 31, 2025. Capital Structure |
Board | None | FOR 1 fund |
AGAINST 1 fund |
| STEVANATO GROUP S.P.A | May 23, 2025 | Granting to each Director of the yearly gross total compensation of Euro 176,000, to be paid partly in cash and partly in shares. Compensation |
Board | None | FOR 1 fund |
AGAINST 1 fund |
| STRIDE INC. | December 5, 2024 | Election of Director to serve for a one-year term: Aida M. Alvarez Director Elections |
Board | For | WITHHOLD 1 fund |
FOR 6 funds |
| STRIDE INC. | December 5, 2024 | Election of Director to serve for a one-year term: Allison Lawrence Director Elections |
Board | For | WITHHOLD 1 fund |
FOR 6 funds |
| STRIDE INC. | December 5, 2024 | Election of Director to serve for a one-year term: James J. Rhyu Director Elections |
Board | For | WITHHOLD 1 fund |
FOR 6 funds |
| STRIDE INC. | December 5, 2024 | Election of Director to serve for a one-year term: Joseph A. Verbrugge Director Elections |
Board | For | WITHHOLD 1 fund |
FOR 6 funds |
| STRIDE INC. | December 5, 2024 | Election of Director to serve for a one-year term: Liza McFadden Director Elections |
Board | For | WITHHOLD 1 fund |
FOR 6 funds |
| STRIDE INC. | December 5, 2024 | Election of Director to serve for a one-year term: Ralph Smith Director Elections |
Board | For | WITHHOLD 1 fund |
FOR 6 funds |
| STRIDE INC. | December 5, 2024 | Election of Director to serve for a one-year term: Robert E. Knowling, Jr. Director Elections |
Board | For | WITHHOLD 1 fund |
FOR 6 funds |
| STRIDE INC. | December 5, 2024 | Election of Director to serve for a one-year term: Steven B. Fink Director Elections |
Board | For | WITHHOLD 1 fund |
FOR 6 funds |
| SUPERNUS PHARMACEUTICALS INC. | June 16, 2025 | to approve, on a non-binding basis, the compensation paid to our named executive officers. Say-on-Pay |
Board | For | ABSTAIN 2 funds |
FOR 3 funds |
| SURMODICS INC. | August 13, 2024 | Approve, in a non-binding advisory vote, certain compensation that may be paid or become payable to our named executive officers in connection with the merger. Say-on-Pay |
Board | For | FOR 1 fund |
AGAINST 2 funds |
| SURMODICS INC. | February 6, 2025 | Approve, in a non-binding advisory vote, the Company's executive compensation. Say-on-Pay |
Board | For | FOR 1 fund |
AGAINST 2 funds |
| SYNCHRONOS | June 10, 2025 | To approve on a non-binding advisory basis the compensation of the Company's named executive officers. Say-on-Pay |
Board | Not determined | FOR 1 fund |
AGAINST 2 funds |
| SYNOPSYS INC. | April 10, 2025 | Election of Director to hold office until the next annual meeting of stockholders or until their successors have been elected: Dr. Aart J. de Geus Director Elections |
Board | For | ABSTAIN 6 funds |
FOR 13 funds |
| TELOS CORP. | May 8, 2025 | ADVISORY VOTE ON EXECUTIVE COMPENSATION: To approve, on an advisory basis, the compensation of the Company's named executive officers or "say-on-pay". Say-on-Pay |
Board | For | FOR 1 fund |
AGAINST 2 funds |
| TEMPUS AI INC. | May 20, 2025 | To approve the reincorporation of the Company from the State of Delaware to the State of Nevada by conversion. Extraordinary Transactions |
Board | For | ABSTAIN 1 fund |
AGAINST 1 fund |
| TEMPUS AI INC. | May 20, 2025 | To ratify the appointment by the Audit Committee of the Board of Directors of PricewaterhouseCoopers LLP as the Company's independent registered public accounting firm for the fiscal year ending December 31, 2025. Audit-related |
Board | For | ABSTAIN 1 fund |
FOR 1 fund |
| TENNANT CO. | April 29, 2025 | Election of Class II director to a two-year term: Mark W. Sheahan Director Elections |
Board | For | ABSTAIN 1 fund |
FOR 3 funds |
| TEVA PHARMACEUTICAL INDUSTRIES LIMITED | June 5, 2025 | To appoint, Kesselman & Kesselman, a member of PriceWaterhouseCoopers International Ltd., as Teva's independent registered public accounting firm until Teva's 2026 annual meeting of shareholders. Audit-related |
Board | For | ABSTAIN 1 fund |
FOR 1 fund |
| TEXAS CAPITAL BANCSHARES INC. | April 15, 2025 | Election of Director to serve until the next annual meeting of stockholders or until their successors are elected and qualified: Paola M. Arbour Director Elections |
Board | For | WITHHOLD 2 funds |
FOR 1 fund |
| TEXAS CAPITAL BANCSHARES INC. | April 15, 2025 | To approved the 2022 Long-Term Incentive Plan, as amended and restated, as described in the Proxy Statement; Compensation |
Board | For | ABSTAIN 2 funds |
FOR 7 funds |
| TEXAS CAPITAL BANCSHARES INC. | April 15, 2025 | To ratify the apointment of Ernst & Young LLP as the Company's independent registered public accounting firm for the year ending December 31, 2025; Audit-related |
Board | For | ABSTAIN 2 funds |
FOR 7 funds |
| THE WESTERN UNION COMPANY | May 15, 2025 | Election of Director: Devin B. McGranahan Director Elections |
Board | For | ABSTAIN 1 fund |
FOR 8 funds |
| TKO GROUP HOLDINGS INC. | June 12, 2025 | DIRECTOR: Carrie Wheeler Director Elections |
Board | For | ABSTAIN 1 fund |
FOR 8 funds |
| TKO GROUP HOLDINGS INC. | June 12, 2025 | DIRECTOR: Mark Shapiro Director Elections |
Board | For | FOR 1 fund |
ABSTAIN 8 funds |
| TKO GROUP HOLDINGS INC. | June 12, 2025 | DIRECTOR: Peter C.B. Bynoe Director Elections |
Board | For | FOR 1 fund |
ABSTAIN 8 funds |
| TKO GROUP HOLDINGS INC. | June 12, 2025 | DIRECTOR: Sonya E. Medina Director Elections |
Board | For | FOR 1 fund |
ABSTAIN 8 funds |
| TKO GROUP HOLDINGS INC. | June 12, 2025 | DIRECTOR: Steven R. Koonin Director Elections |
Board | For | FOR 1 fund |
ABSTAIN 8 funds |
| TRANSOCEAN LTD. | May 30, 2025 | Approval of Amendment and Restatement of Transocean Ltd. 2015 Long-Term Incentive Plan Compensation |
Board | For | ABSTAIN 1 fund |
FOR 5 funds |
| TRANSOCEAN LTD. | May 30, 2025 | Ratification of the Maximum Aggregate Amount of Compensation of the Board of Directors for the Period Between the 2025 Annual General Meeting and the 2026 Annual General Meeting Compensation |
Board | For | ABSTAIN 1 fund |
FOR 5 funds |
| TRI POINTE HOMES INC. | April 16, 2025 | Election of Director to serve until his or her successor is elected and qualified or until his or her earlier resignation, removal or death: Douglas F. Bauer Director Elections |
Board | For | ABSTAIN 2 funds |
FOR 7 funds |
| TRIMBLE INC. | September 30, 2024 | Advisory vote to approve executive compensation. Say-on-Pay |
Board | For | ABSTAIN 1 fund |
FOR 8 funds |
| TRIUMPH FINANCIAL INC. | April 22, 2025 | Ratification of Selection of Independent Registered Public Accounting Firm. Audit-related |
Board | For | ABSTAIN 1 fund |
FOR 5 funds |
| TRUEBLUE INC. | May 14, 2025 | To approve, by advisory vote, compensation for our named executive officers. Say-on-Pay |
Board | For | FOR 1 fund |
AGAINST 2 funds |
| TRUECAR INC. | May 22, 2025 | Advisory vote to approve named executive officer compensation. Say-on-Pay |
Board | For | FOR 1 fund |
AGAINST 2 funds |
| TRUIST FINANCIAL CORP. | April 29, 2025 | Election of Director for a one-year term expiring at the 2026 Annual Meeting of Shareholders: Jennifer S. Banner Director Elections |
Board | For | ABSTAIN 1 fund |
FOR 14 funds |
| TWFG INC. | May 28, 2025 | Ratify the appointment of Deloitte & Touche, LLP as our independent registered public accounting firm for the year ending December 31, 2025 Audit-related |
Board | For | ABSTAIN 1 fund |
FOR 1 fund |
| UNISYS CORP. | May 8, 2025 | Advisory vote to approve executive compensation. Say-on-Pay |
Board | For | FOR 3 funds |
AGAINST 2 funds |
| UNITI GROUP INC. | April 2, 2025 | The Advisory Compensation Proposal: Approve on an advisory (non-binding) basis the compensation that may be paid or become payable to Uniti's named executive officers that is based on or otherwise relates to the Merger (Proposal 2). Say-on-Pay |
Board | For | ABSTAIN 1 fund |
FOR 4 funds |
| UNITY BANCORP INC. | April 24, 2025 | The ratification of Wolf & Company, P.C. as the Company's independent, external auditors for the year ending December 31, 2025. Audit-related |
Board | For | ABSTAIN 1 fund |
FOR 2 funds |
| UNIVERSAL HEALTH REALTY INCOME TRUST | June 11, 2025 | Advisory (nonbinding) vote to approve named executive officer compensation. Say-on-Pay |
Board | For | FOR 2 funds |
AGAINST 1 fund |
| UTZ BRANDS INC. | April 24, 2025 | Non-binding, advisory vote to approve executive compensation Say-on-Pay |
Board | For | FOR 1 fund |
AGAINST 2 funds |
| VESTIS CORP. | January 27, 2025 | Election of Class I Director for a two-year term: KEITH MEISTER Director Elections |
Board | For | ABSTAIN 2 funds |
FOR 5 funds |
| VESTIS CORP. | January 27, 2025 | Election of Class I Director for a two-year term: LYNN McKEE Director Elections |
Board | For | ABSTAIN 2 funds |
FOR 5 funds |
| VESTIS CORP. | January 27, 2025 | Election of Class I Director for a two-year term: WILLIAM GOETZ Director Elections |
Board | For | ABSTAIN 2 funds |
FOR 5 funds |
| VIASAT INC. | September 5, 2024 | Advisory Vote on Executive Compensation. Say-on-Pay |
Board | For | ABSTAIN 1 fund |
AGAINST 1 fund |
| VIASAT INC. | September 5, 2024 | Amendment and Restatement of the 1996 Equity Participation Plan. Compensation |
Board | For | ABSTAIN 1 fund |
FOR 1 fund |
| VIAVI SOLUTIONS INC. | November 6, 2024 | Approval, in a Non-Binding Advisory Vote, of the Compensation for Named Executive Officers. Say-on-Pay |
Board | For | ABSTAIN 1 fund |
FOR 4 funds |
| VIKING HOLDINGS LTD | May 15, 2025 | To appoint Ernst & Young AS, an independent registered public accounting firm, as Viking's auditor until the conclusion of Viking's next Annual General Meeting, and to authorize the Audit Committee of Viking's Board of Directors to fix their remuneration. Audit-related |
Board | For | ABSTAIN 1 fund |
FOR 2 funds |
| VIMEO INC. | June 9, 2025 | Approve a non-binding advisory resolution to approve the compensation of the Company's named executive officers (say on pay). Say-on-Pay |
Board | For | FOR 1 fund |
AGAINST 2 funds |
| VOYA FINANCIAL INC. | May 22, 2025 | Approval, on an advisory basis, of executive compensation. Say-on-Pay |
Board | For | ABSTAIN 2 funds |
FOR 9 funds |
| VOYA FINANCIAL INC. | May 22, 2025 | Ratification of the appointment of Ernst & Young LLP as the Company's independent registered public accounting firm. Audit-related |
Board | For | ABSTAIN 2 funds |
FOR 9 funds |
| W&T OFFSHORE INC. | June 3, 2025 | To approve, on an advisory basis, the compensation of the Company's named executive officers, as disclosed in the Proxy Statement pursuant to Item 402 of Regulation S-K. Say-on-Pay |
Board | For | FOR 1 fund |
AGAINST 2 funds |
| WABASH NATIONAL CORP. | May 14, 2025 | To approve, on an advisory basis, the compensation of our named executive officers. Say-on-Pay |
Board | For | ABSTAIN 1 fund |
FOR 4 funds |
| WATERSTONE FINANCIAL INC. | May 20, 2025 | Ratifying the selection of FORVIS, LLP as Waterstone Financial, Inc.'s independent registered public accounting firm. Audit-related |
Board | For | ABSTAIN 1 fund |
FOR 2 funds |
| WEATHERFORD INTERNATIONAL PLC | June 11, 2025 | To approve the amendment and restatement of the Weatherford International plc Third Amended and Restated 2019 Equity Incentive Plan. Compensation |
Board | For | ABSTAIN 1 fund |
FOR 8 funds |
| WEATHERFORD INTERNATIONAL PLC | June 11, 2025 | To approve, on a non-binding advisory basis, the compensation of our named executive officers. Say-on-Pay |
Board | For | ABSTAIN 1 fund |
FOR 8 funds |
| WHITESTONE REIT | May 15, 2025 | To approve an amendment to the 2018 Long-Term Equity Incentive Ownership Plan. Compensation |
Board | For | AGAINST 2 funds |
FOR 1 fund |
| WINNEBAGO INDUSTRIES INC. | December 17, 2024 | Approve, on an advisory basis, the compensation of our named executive officers. Say-on-Pay |
Board | For | ABSTAIN 1 fund |
FOR 6 funds |
| WIZZ AIR HOLDINGS PLC | September 25, 2024 | RE-ELECT ANNA GATTI AS DIRECTOR Director Elections |
Board | For | FOR 2 funds |
AGAINST 1 fund |
| WIZZ AIR HOLDINGS PLC | September 25, 2024 | RE-ELECT ANNA GATTI AS DIRECTOR (INDEPENDENT SHAREHOLDER VOTE) Director Elections |
Board | For | FOR 2 funds |
AGAINST 1 fund |
| WIZZ AIR HOLDINGS PLC | September 25, 2024 | RE-ELECT ANTHONY RADEV AS DIRECTOR Director Elections |
Board | For | FOR 2 funds |
AGAINST 1 fund |
| WIZZ AIR HOLDINGS PLC | September 25, 2024 | RE-ELECT ANTHONY RADEV AS DIRECTOR (INDEPENDENT SHAREHOLDER VOTE) Director Elections |
Board | For | FOR 2 funds |
AGAINST 1 fund |
| WIZZ AIR HOLDINGS PLC | September 25, 2024 | RE-ELECT BARRY ECCLESTON AS DIRECTOR Director Elections |
Board | For | FOR 2 funds |
AGAINST 1 fund |
| WIZZ AIR HOLDINGS PLC | September 25, 2024 | RE-ELECT BARRY ECCLESTON AS DIRECTOR (INDEPENDENT SHAREHOLDER VOTE) Director Elections |
Board | For | FOR 2 funds |
AGAINST 1 fund |
| WIZZ AIR HOLDINGS PLC | September 25, 2024 | RE-ELECT WILLIAM FRANKE AS DIRECTOR Director Elections |
Board | For | FOR 2 funds |
AGAINST 1 fund |
| WORTHINGTON ENTERPRISES INC. | September 24, 2024 | Election of Director to serve for a term of three years to expire at the Company's 2027 Annual Meeting of Shareholders: John B. Blystone Director Elections |
Board | For | ABSTAIN 1 fund |
FOR 7 funds |
| ZENTALIS PHARMACEUTICALS INC. | June 17, 2025 | To approve, on an advisory (non-binding) basis, the compensation of our named executive officers. Say-on-Pay |
Board | For | ABSTAIN 1 fund |
AGAINST 2 funds |
| ZENTALIS PHARMACEUTICALS INC. | June 17, 2025 | To ratify the appointment of Ernst & Young LLP as our independent registered public accounting firm for the fiscal year ending December 31, 2025. Audit-related |
Board | For | ABSTAIN 1 fund |
FOR 2 funds |
| ZIONS BANCORPORATION | May 2, 2025 | Ratification of the appointment of Ernst & Young LLP as the Independent Registered Public Accounting Firm to audit the Bank's financial statements for the current year. Audit-related |
Board | For | ABSTAIN 2 funds |
FOR 6 funds |
| A. O. SMITH CORP. | April 8, 2025 | Stockholder proposal requesting a Board report on our hiring practices with respect to formerly incarcerated people, if properly presented at the Annual Meeting. Human Rights or Human Capital/workforce |
Shareholder (E&S) | Against | Split 3 AGAINST, 4 ABSTAIN |
AGAINST 8 funds |
| ALLIANT ENERGY CORP. | May 16, 2025 | Shareowner Proposal Requesting Third-Party Evaluation of Greenhouse Gas Emissions Reduction Targets. Environment or Climate |
Shareholder (E&S) | Against | Split 5 AGAINST, 3 ABSTAIN |
AGAINST 12 funds |
| ALPHABET INC. | June 6, 2025 | Stockholder proposal regarding a human rights impact assessment of AI-driven targeted ad policies Human Rights or Human Capital/workforce |
Shareholder (E&S) | Against | Split 2 FOR, 4 AGAINST, 8 ABSTAIN |
Split 2 FOR, 20 AGAINST |
| ALPHABET INC. | June 6, 2025 | Stockholder proposal regarding a report on AI data usage oversight Human Rights or Human Capital/workforce |
Shareholder (E&S) | Against | Split 6 AGAINST, 8 ABSTAIN |
Split 2 FOR, 20 AGAINST |
| ALPHABET INC. | June 6, 2025 | Stockholder proposal regarding a report on alignment of lobbying activities with child safety policies Human Rights or Human Capital/workforce |
Shareholder (E&S) | Against | Split 2 FOR, 11 AGAINST, 12 ABSTAIN |
Split 1 FOR, 21 AGAINST |
| ALPHABET INC. | June 6, 2025 | Stockholder proposal regarding a report on charitable partnerships Human Rights or Human Capital/workforce |
Shareholder (E&S) | Against | Split 13 AGAINST, 12 ABSTAIN |
Split 7 FOR, 15 AGAINST |
| ALPHABET INC. | June 6, 2025 | Stockholder proposal regarding a report on online safety for children Compensation |
Shareholder (E&S) | Against | Split 3 FOR, 10 AGAINST, 12 ABSTAIN |
Split 8 FOR, 14 AGAINST |
| ALPHABET INC. | June 6, 2025 | Stockholder proposal regarding a report on risks of discrimination in GenAI Other Social Issues |
Shareholder (E&S) | Against | Split 6 AGAINST, 8 ABSTAIN |
AGAINST 22 funds |
| ALPHABET INC. | June 6, 2025 | Stockholder proposal regarding a report on the due diligence process to assess human rights risks in CAHRA Human Rights or Human Capital/workforce |
Shareholder (E&S) | Against | Split 1 FOR, 12 AGAINST, 12 ABSTAIN |
AGAINST 22 funds |
| ALPHABET INC. | June 6, 2025 | Stockholder proposal regarding a request to cease CEI participation Shareholder Rights and Defenses |
Shareholder (E&S) | Against | Split 13 AGAINST, 12 ABSTAIN |
Split 7 FOR, 15 AGAINST |
| ALPHABET INC. | June 6, 2025 | Stockholder proposal regarding an enhanced disclosure on climate goals Environment or Climate |
Shareholder (E&S) | Against | Split 1 FOR, 12 AGAINST, 12 ABSTAIN |
AGAINST 22 funds |
| AMAZON.COM | May 21, 2025 | SHAREHOLDER PROPOSAL REQUESTING A REPORT ON ADVERTISING RISKS Other Social Issues |
Shareholder (E&S) | Against | Split 12 AGAINST, 15 ABSTAIN |
AGAINST 24 funds |
| AMAZON.COM | May 21, 2025 | SHAREHOLDER PROPOSAL REQUESTING A REPORT ON DATA USAGE OVERSIGHT IN AI OFFERINGS Other Social Issues |
Shareholder (E&S) | Against | Split 8 AGAINST, 8 ABSTAIN |
Split 1 FOR, 22 AGAINST |
| AMAZON.COM | May 21, 2025 | SHAREHOLDER PROPOSAL REQUESTING A REPORT ON PACKAGING MATERIALS Environment or Climate |
Shareholder (E&S) | Against | Split 1 FOR, 11 AGAINST, 15 ABSTAIN |
AGAINST 24 funds |
| AMAZON.COM | May 21, 2025 | SHAREHOLDER PROPOSAL REQUESTING A REPORT ON WAREHOUSE WORKING CONDITIONS Human Rights or Human Capital/workforce |
Shareholder (E&S) | Against | Split 1 FOR, 11 AGAINST, 15 ABSTAIN |
AGAINST 23 funds |
| AMAZON.COM | May 21, 2025 | SHAREHOLDER PROPOSAL REQUESTING ADDITIONAL REPORTING ON IMPACT OF DATA CENTERS ON CLIMATE COMMITMENTS Environment or Climate |
Shareholder (E&S) | Against | Split 12 AGAINST, 15 ABSTAIN |
AGAINST 24 funds |
| AMAZON.COM | May 21, 2025 | SHAREHOLDER PROPOSAL REQUESTING ALTERNATIVE EMISSIONS REPORTING Environment or Climate |
Shareholder (E&S) | Against | Split 1 FOR, 11 AGAINST, 15 ABSTAIN |
AGAINST 24 funds |
| AMAZON.COM | May 21, 2025 | SHAREHOLDER PROPOSAL REQUESTING AN ASSESSMENT OF BOARD STRUCTURE FOR OVERSIGHT OF AI Human Rights or Human Capital/workforce |
Shareholder (E&S) | Against | Split 1 FOR, 11 AGAINST, 15 ABSTAIN |
AGAINST 24 funds |
| AMEREN CORP. | May 8, 2025 | SHAREHOLDER PROPOSAL - EVALUATION BY A THIRD-PARTY OF SHORT- AND MEDIUM-TERM GREENHOUSE GAS EMISSIONS REDUCTION TARGETS. Environment or Climate |
Shareholder (E&S) | Against | Split 3 AGAINST, 5 ABSTAIN |
AGAINST 11 funds |
| AMERICAN AIRLINES GROUP INC. | June 11, 2025 | Advisory vote on stockholder proposal to end participation in the Human Rights Campaign's Corporate Equality Index. Human Rights or Human Capital/workforce |
Shareholder (E&S) | Against | Split 1 AGAINST, 4 ABSTAIN |
AGAINST 6 funds |
| AMERICAN EXPRESS CO. | April 29, 2025 | Shareholder proposal relating to DEI goals in executive pay incentives. Diversity, Equity, and Inclusion |
Shareholder (E&S) | Against | Split 9 AGAINST, 6 ABSTAIN |
AGAINST 17 funds |
| AMERICAN EXPRESS CO. | April 29, 2025 | Shareholder proposal relating to civil liberties in advertising services. Diversity, Equity, and Inclusion |
Shareholder (E&S) | Against | Split 9 AGAINST, 6 ABSTAIN |
AGAINST 17 funds |
| APPLE INC. | February 25, 2025 | A shareholder proposal entitled "Report on Charitable Giving" Environment or Climate |
Shareholder (E&S) | Against | Split 11 AGAINST, 12 ABSTAIN |
AGAINST 22 funds |
| APPLE INC. | February 25, 2025 | A shareholder proposal entitled "Report on Costs and Benefits of Child Sex Abuse Material-Identifying Software & User Privacy" Human Rights or Human Capital/workforce |
Shareholder (E&S) | Against | Split 11 AGAINST, 12 ABSTAIN |
AGAINST 22 funds |
| APPLE INC. | February 25, 2025 | A shareholder proposal entitled "Report on Ethical AI Data Acquisition and Usage" Human Rights or Human Capital/workforce |
Shareholder (E&S) | Against | Split 11 AGAINST, 12 ABSTAIN |
AGAINST 22 funds |
| APPLE INC. | February 25, 2025 | A shareholder proposal entitled "Request to Cease DEI Efforts" Environment or Climate |
Shareholder (E&S) | Against | Split 11 AGAINST, 12 ABSTAIN |
AGAINST 22 funds |
← Previous Page 5 of 57 Next →
How items are matched and positions counted: see the comparison table and the methodology. Built October 18, 2026 from SEC Form N-PX filings.