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Brighthouse vs Jackson National: how alike they voted, 2024-2025

94.3% When both took a single position, they voted the same way on 94.3% of 8,306 items (7,832 the same, 474 different). 5,209 items where at least one of them split its funds are listed separately below. Both voted on 13,515 items in all.

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)

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 13,5157,832474 5,20994.3%81.5%
Board proposals 10,8966,126428 4,34293.5%81.2%
E&S shareholder proposals 25523 25040.0%40.6%
Other items 2,3641,70443 61797.5%87.2%

Where they did not vote alike

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.

CompanyMeetingProposalOn the ballot from Board recommendedBrighthouseJackson National
AUTONATION INC. April 23, 2025 Adoption of stockholder proposal regarding diversity, equity, and inclusion efforts.
Human Rights or Human Capital/workforce
Shareholder (E&S) Against Split
1 AGAINST, 3 ABSTAIN
AGAINST
7 funds
AUTONATION INC. April 23, 2025 Adoption of stockholder proposal regarding political contributions.
Other Social Issues
Shareholder (E&S) Against Split
1 FOR, 3 ABSTAIN
AGAINST
7 funds
BANK OF AMERICA CORP. April 22, 2025 Shareholder proposal requesting disclosure of energy financing ratio
Environment or Climate
Shareholder (E&S) Against Split
4 FOR, 4 AGAINST, 7 ABSTAIN
Split
2 FOR, 15 AGAINST
BANK OF AMERICA CORP. April 22, 2025 Shareholder proposal requesting report on board oversight of risks related to animal welfare
Other Social Issues
Shareholder (E&S) Against Split
8 AGAINST, 7 ABSTAIN
AGAINST
17 funds
BANK OF AMERICA CORP. April 22, 2025 Shareholder proposal requesting report on lobbying alignment with Bank of America's climate goals
Other Social Issues
Shareholder (E&S) Against Split
3 FOR, 4 ABSTAIN
Split
1 FOR, 16 AGAINST
BERKSHIRE HATHAWAY INC. May 3, 2025 Shareholder proposal requesting that the Board of Directors oversee an independent racial discrimination audit.
Environment or Climate
Shareholder (E&S) Against Split
7 AGAINST, 9 ABSTAIN
AGAINST
15 funds
BERKSHIRE HATHAWAY INC. May 3, 2025 Shareholder proposal requesting that the Company annually disclose its clean energy financing ratio.
Environment or Climate
Shareholder (E&S) Against Split
7 AGAINST, 9 ABSTAIN
AGAINST
15 funds
BERKSHIRE HATHAWAY INC. May 3, 2025 Shareholder proposal requesting that the Company disclose the highest NEO's pay ratio.
Diversity, Equity, and Inclusion
Shareholder (E&S) Against Split
7 AGAINST, 9 ABSTAIN
AGAINST
15 funds
BERKSHIRE HATHAWAY INC. May 3, 2025 Shareholder proposal requesting that the Company issue a civil rights and non-discrimination report.
Environment or Climate
Shareholder (E&S) Against Split
7 AGAINST, 9 ABSTAIN
AGAINST
15 funds
BERKSHIRE HATHAWAY INC. May 3, 2025 Shareholder proposal requesting that the Company publish a report regarding the costs and benefits of Berkshire Hathaway Energy's voluntary environmental activities.
Environment or Climate
Shareholder (E&S) Against Split
7 AGAINST, 9 ABSTAIN
AGAINST
15 funds
BEST BUY CO. INC. June 13, 2025 To vote on a shareholder proposal entitled "Publish Climate Transition Plan to Achieve Stated Goals"
Environment or Climate
Shareholder (E&S) Against Split
4 AGAINST, 4 ABSTAIN
AGAINST
11 funds
BEST BUY CO. INC. June 13, 2025 To vote on a shareholder proposal entitled "Publish a Report on the Company's LGBTQIA+ Inclusion Efforts in its Human Capital Management Strategy"
Human Rights or Human Capital/workforce
Shareholder (E&S) Against Split
1 FOR, 3 AGAINST, 4 ABSTAIN
AGAINST
11 funds
BEST BUY CO. INC. June 13, 2025 To vote on a shareholder proposal entitled "Request to Cease CEI Participation"
Environment or Climate
Shareholder (E&S) Against Split
4 AGAINST, 4 ABSTAIN
AGAINST
11 funds
BJ'S RESTAURANTS INC. June 12, 2025 Shareholder proposal requesting that the Company publish a food waste transparency report.
Environment or Climate
Shareholder (E&S) Against Split
2 AGAINST, 4 ABSTAIN
AGAINST
3 funds
BJ'S WHOLESALE CLUB HOLDINGS INC. June 19, 2025 Vote on a shareholder proposal regarding a report on greenhouse gas emissions reduction efforts, if properly presented at the meeting.
Environment or Climate
Shareholder (E&S) Against Split
1 AGAINST, 4 ABSTAIN
Split
1 FOR, 9 AGAINST
BLACKROCK FINANCE INC. May 15, 2025 Shareholder Proposal - Report on Risk of Stakeholder Capitalism.
Other Social Issues
Shareholder (E&S) Against Split
5 AGAINST, 2 ABSTAIN
AGAINST
10 funds
BOEING CO. April 24, 2025 Civil Rights Audit.
Diversity, Equity, and Inclusion
Shareholder (E&S) Against Split
11 AGAINST, 4 ABSTAIN
AGAINST
17 funds
BOEING CO. April 24, 2025 Report on DEI and Related Risks.
Environment or Climate
Shareholder (E&S) Against Split
11 AGAINST, 4 ABSTAIN
AGAINST
17 funds
BOYD GAMIN May 8, 2025 Advisory vote on the stockholder proposal regarding the commissioning of a report on the effects of a company-wide non-smoking policy.
Other Social Issues
Shareholder (E&S) Not determined Split
4 AGAINST, 2 ABSTAIN
AGAINST
8 funds
BRISTOL-MYERS SQUIBB CO. May 6, 2025 Shareholder Proposal on Corporate Financial Sustainability
Other Social Issues
Shareholder (E&S) Against Split
5 AGAINST, 5 ABSTAIN
AGAINST
17 funds
BRISTOL-MYERS SQUIBB CO. May 6, 2025 Shareholder Proposal on a Request to Cease DEI Efforts
Diversity, Equity, and Inclusion
Shareholder (E&S) Against Split
5 AGAINST, 5 ABSTAIN
AGAINST
17 funds
CADENCE DESIGN SYSTEMS INC. May 8, 2025 Stockholder proposal regarding political spending.
Other Social Issues
Shareholder (E&S) Against Split
2 FOR, 4 AGAINST, 9 ABSTAIN
AGAINST
13 funds
CAESARS ENTERTAINMENT INC. June 10, 2025 SHAREHOLDER PROPOSAL: A SHAREHOLDER PROPOSAL REGARDING ADOPTION OF A SMOKEFREE POLICY FOR CAESARS ENTERTAINMENT PROPERTIES.
Other Social Issues
Shareholder (E&S) Against Split
1 FOR, 3 AGAINST, 3 ABSTAIN
AGAINST
9 funds
CAMPBELL SOUP CO. November 19, 2024 To vote on a shareholder proposal regarding a diversity audit.
Human Rights or Human Capital/workforce
Shareholder (E&S) Against Split
2 AGAINST, 4 ABSTAIN
AGAINST
12 funds
CARRIER GLOBAL CORP. April 9, 2025 Shareowner Proposal Requesting a Lobbying Transparency Report
Other Social Issues
Shareholder (E&S) Against Split
1 FOR, 4 AGAINST, 3 ABSTAIN
AGAINST
14 funds
CASEY'S GENERAL STORES INC. August 28, 2024 Shareholder proposal regarding greenhouse gas emissions reporting.
Environment or Climate
Shareholder (E&S) Against Split
1 FOR, 2 AGAINST, 5 ABSTAIN
Split
2 FOR, 9 AGAINST
CATERPILLAR INC. June 11, 2025 Shareholder Proposal - Civil Rights Audit
Diversity, Equity, and Inclusion
Shareholder (E&S) Against Split
1 FOR, 3 AGAINST, 7 ABSTAIN
AGAINST
12 funds
CATERPILLAR INC. June 11, 2025 Shareholder Proposal - Report on Employee Charitable Giving Match
Human Rights or Human Capital/workforce
Shareholder (E&S) Against Split
4 AGAINST, 7 ABSTAIN
AGAINST
12 funds
CATERPILLAR INC. June 11, 2025 Shareholder Proposal - Request to Cease DEI Efforts
Diversity, Equity, and Inclusion
Shareholder (E&S) Against Split
4 AGAINST, 7 ABSTAIN
AGAINST
12 funds
CBOE GLOBAL MARKETS INC. May 6, 2025 Stockholder proposal regarding political spending.
Other Social Issues
Shareholder (E&S) Against Split
4 FOR, 5 ABSTAIN
Split
3 FOR, 4 AGAINST
CENTENE CORP. May 13, 2025 STOCKHOLDER PROPOSAL FOR REPORT ON CLIMATE RISK TO RETIREMENT INVESTMENTS.
Environment or Climate
Shareholder (E&S) Against Split
7 AGAINST, 8 ABSTAIN
AGAINST
11 funds
CENTENE CORP. May 13, 2025 STOCKHOLDER PROPOSAL TO DISCLOSE PLAN TO REDUCE TOTAL CONTRIBUTION TO CLIMATE CHANGE.
Environment or Climate
Shareholder (E&S) Against Split
2 FOR, 5 AGAINST, 8 ABSTAIN
AGAINST
11 funds
CHARLES RI May 20, 2025 Proposal to publish a report on non-human primates imported by Charles River Laboratories International, Inc.
Other Social Issues
Shareholder (E&S) Not determined Split
3 AGAINST, 4 ABSTAIN
AGAINST
7 funds
CHARTER COMMUNICATIONS INC. April 22, 2025 Stockholder proposal regarding political expenditures report.
Other Social Issues
Shareholder (E&S) Against Split
3 FOR, 5 ABSTAIN
Split
2 FOR, 12 AGAINST
CHEMOURS CO. April 22, 2025 Shareholder Proposal to Adopt a Policy to Assess Biodiversity Impacts prior to commencing Mining Operations.
Environment or Climate
Shareholder (E&S) Against Split
1 AGAINST, 3 ABSTAIN
AGAINST
6 funds
CHEVRON CORP. May 28, 2025 Commission a Third-Party Report on Human Rights Practices
Human Rights or Human Capital/workforce
Shareholder (E&S) Against Split
2 FOR, 5 AGAINST, 7 ABSTAIN
AGAINST
18 funds
CHEVRON CORP. May 28, 2025 Report on Renewable Energy Stranded Asset Risks
Environment or Climate
Shareholder (E&S) Against Split
7 AGAINST, 7 ABSTAIN
AGAINST
18 funds
CINTAS CORP. October 29, 2024 A shareholder proposal regarding disclosure of key diversity and inclusion metrics, if properly presented at the meeting.
Human Rights or Human Capital/workforce
Shareholder (E&S) Against Split
2 AGAINST, 7 ABSTAIN
Split
1 FOR, 12 AGAINST
CINTAS CORP. October 29, 2024 A shareholder proposal regarding disclosure of managing climate risk through science-based targets and transition planning, if properly presented at the meeting.
Environment or Climate
Shareholder (E&S) Against Split
2 FOR, 2 AGAINST, 9 ABSTAIN
Split
2 FOR, 11 AGAINST
CINTAS CORP. October 29, 2024 A shareholder proposal regarding political disclosure, if properly presented at the meeting.
Other Social Issues
Shareholder (E&S) Against Split
4 FOR, 9 ABSTAIN
Split
2 FOR, 11 AGAINST
CITIGROUP INC. April 29, 2025 Stockholder proposal requesting a report disclosing the Board's oversight regarding material risks associated with animal welfare.
Other Social Issues
Shareholder (E&S) Against Split
5 AGAINST, 8 ABSTAIN
AGAINST
14 funds
CITIGROUP INC. April 29, 2025 Stockholder proposal requesting a report on financial statement assumptions and climate change.
Environment or Climate
Shareholder (E&S) Against Split
5 AGAINST, 8 ABSTAIN
AGAINST
14 funds
CITIGROUP INC. April 29, 2025 Stockholder proposal requesting a report on the effectiveness of Citi's policies and practices in respecting Indigenous Peoples' rights in Citi's existing and proposed financing.
Human Rights or Human Capital/workforce
Shareholder (E&S) Against Split
1 FOR, 4 AGAINST, 8 ABSTAIN
AGAINST
14 funds
COCA-COLA CO. April 30, 2025 Vote on shareowner proposal regarding a report on brand image impacts
Human Rights or Human Capital/workforce
Shareholder (E&S) Against Split
8 AGAINST, 6 ABSTAIN
AGAINST
14 funds
COCA-COLA CO. April 30, 2025 Vote on shareowner proposal regarding a report on civil liberties in advertising services
Environment or Climate
Shareholder (E&S) Against Split
8 AGAINST, 6 ABSTAIN
AGAINST
14 funds
COCA-COLA CO. April 30, 2025 Vote on shareowner proposal regarding a report on food waste
Environment or Climate
Shareholder (E&S) Against Split
2 FOR, 6 AGAINST, 6 ABSTAIN
AGAINST
14 funds
COCA-COLA CO. April 30, 2025 Vote on shareowner proposal regarding an assessment of non-sugar sweeteners
Other Social Issues
Shareholder (E&S) Against Split
1 FOR, 7 AGAINST, 6 ABSTAIN
AGAINST
14 funds
COLGATE-PALMOLIVE CO. May 9, 2025 Stockholder proposal entitled "Revisit plastic packaging policies."
Environment or Climate
Shareholder (E&S) Against Split
6 AGAINST, 8 ABSTAIN
AGAINST
14 funds
COLUMBIA SPORTSWEAR CO. June 5, 2025 Shareholder proposal regarding the adoption of GHG emissions reduction targets.
Environment or Climate
Shareholder (E&S) Against Split
2 FOR, 2 AGAINST, 2 ABSTAIN
AGAINST
6 funds
CONOCOPHILLIPS May 13, 2025 Remove Emissions Reduction Targets.
Environment or Climate
Shareholder (E&S) Against Split
8 AGAINST, 7 ABSTAIN
AGAINST
21 funds
CONSTELLATION BRANDS INC. July 17, 2024 Stockholder proposaI on circular packaging.
Environment or Climate
Shareholder (E&S) Against Split
2 AGAINST, 2 ABSTAIN
Split
1 FOR, 11 AGAINST
CONSTELLATION BRANDS INC. July 17, 2024 Stockholder proposal on greenhouse gas emissions.
Environment or Climate
Shareholder (E&S) Against Split
4 FOR, 2 AGAINST, 5 ABSTAIN
Split
1 FOR, 11 AGAINST
CONSTELLATION BRANDS INC. July 17, 2024 Stockholder proposal on managing supply chain water risk.
Environment or Climate
Shareholder (E&S) Against Split
4 FOR, 2 AGAINST, 5 ABSTAIN
Split
1 FOR, 11 AGAINST
COSTAR GROUP June 26, 2025 Stockholder proposal regarding support for transparency in political spending, if properly presented.
Other Social Issues
Shareholder (E&S) Against Split
5 FOR, 2 AGAINST, 6 ABSTAIN
Split
1 FOR, 12 AGAINST
COSTCO WHOLESALE CORP. January 23, 2025 Shareholder proposal requesting report on the risks of maintaining DEI efforts.
Diversity, Equity, and Inclusion
Shareholder (E&S) Against Split
2 AGAINST, 8 ABSTAIN
AGAINST
15 funds
CRACKER BARREL OLD COUNTRY STORE INC. November 21, 2024 Shareholder proposal requesting the Company disclose targets for reducing greenhouse gas emissions.
Environment or Climate
Shareholder (E&S) Contested Split
1 FOR, 2 ABSTAIN
AGAINST
2 funds
CROWN HOLDINGS INC. May 1, 2025 Consideration of a Shareholder proposal regarding transparency in political spending.
Other Social Issues
Shareholder (E&S) Against Split
2 FOR, 6 ABSTAIN
Split
2 FOR, 9 AGAINST
DARDEN RESTAURANTS INC. September 18, 2024 To vote on a shareholder proposal requesting the Company comply with WHO guidelines for antimicrobials for food-producing animals in the supply chain if properly presented at the meeting.
Other Social Issues
Shareholder (E&S) Against Split
3 AGAINST, 7 ABSTAIN
AGAINST
11 funds
DARDEN RESTAURANTS INC. September 18, 2024 To vote on a shareholder proposal requesting the Company disclose the percent of pork raised in group housing and establish targets for achieving 100% group housed pork if properly presented at the meeting.
Other Social Issues
Shareholder (E&S) Against Split
2 FOR, 1 AGAINST, 7 ABSTAIN
AGAINST
11 funds
DARDEN RESTAURANTS INC. September 18, 2024 To vote on a shareholder proposal requesting the Company issue a report on if and how it will reduce greenhouse gas emissions in alignment with the Paris Agreement's 1.5 degree goal if properly presented at the meeting.
Environment or Climate
Shareholder (E&S) Against Split
1 FOR, 2 AGAINST, 7 ABSTAIN
Split
1 FOR, 10 AGAINST
DEERE & CO. February 26, 2025 Shareholder proposal on a civil rights audit
Diversity, Equity, and Inclusion
Shareholder (E&S) Against Split
3 FOR, 4 AGAINST, 4 ABSTAIN
Split
2 FOR, 15 AGAINST
DEERE & CO. February 26, 2025 Shareholder proposal on a corporate financial sustainability report
Environment or Climate
Shareholder (E&S) Against Split
7 AGAINST, 4 ABSTAIN
AGAINST
17 funds
DEERE & CO. February 26, 2025 Shareholder proposal on a report on charitable giving
Environment or Climate
Shareholder (E&S) Against Split
7 AGAINST, 4 ABSTAIN
AGAINST
17 funds
DEERE & CO. February 26, 2025 Shareholder proposal on a report on effectiveness of efforts to create a meritocratic workplace
Human Rights or Human Capital/workforce
Shareholder (E&S) Against Split
7 AGAINST, 4 ABSTAIN
AGAINST
17 funds
DEERE & CO. February 26, 2025 Shareholder proposal on a report on racial and gender hiring statistics
Environment or Climate
Shareholder (E&S) Against Split
7 AGAINST, 4 ABSTAIN
AGAINST
17 funds
DICK'S SPORTING GOODS INC. June 11, 2025 Stockholder proposal requesting that the Company conduct an evaluation and issue a report with respect to affirmative action initiatives that impact the Company's risk related to actual and perceived discrimination.
Diversity, Equity, and Inclusion
Shareholder (E&S) Against Split
3 AGAINST, 5 ABSTAIN
AGAINST
9 funds
DIGITAL REALTY TRUST INC. June 6, 2025 A stockholder proposal regarding human right to water, if properly presented.
Human Rights or Human Capital/workforce
Shareholder (E&S) Against Split
5 AGAINST, 5 ABSTAIN
AGAINST
12 funds
DOLLAR GENERAL CORP. May 29, 2025 To vote on a shareholder proposal to adopt a comprehensive human rights policy.
Human Rights or Human Capital/workforce
Shareholder (E&S) Against Split
2 FOR, 2 AGAINST, 3 ABSTAIN
AGAINST
8 funds
DOLLAR GENERAL CORP. May 29, 2025 To vote on a shareholder proposal to publish a food waste transparency report.
Environment or Climate
Shareholder (E&S) Against Split
1 FOR, 3 AGAINST, 3 ABSTAIN
AGAINST
8 funds
DOLLAR GENERAL CORP. May 29, 2025 To vote on a shareholder proposal to publish a report on employee access to timely, quality healthcare.
Human Rights or Human Capital/workforce
Shareholder (E&S) Against Split
1 FOR, 3 AGAINST, 3 ABSTAIN
AGAINST
8 funds
DOMINION ENERGY INC. May 7, 2025 Shareholder Proposal Regarding Eliminating Non-Carbon Emitting Generation Goals in Executive Pay Incentives
Environment or Climate
Shareholder (E&S) Against Split
6 AGAINST, 4 ABSTAIN
AGAINST
15 funds
DRAFTKINGS INC. May 19, 2025 To consider a shareholder proposal regarding board matrix disclosure.
Corporate Governance
Shareholder (E&S) Against Split
2 FOR, 2 ABSTAIN
Split
3 FOR, 5 AGAINST
DUKE ENERGY CORP. May 1, 2025 Shareholder proposal regarding a net-zero audit
Environment or Climate
Shareholder (E&S) Against Split
6 AGAINST, 3 ABSTAIN
AGAINST
11 funds
ELEVANCE HEALTH INC. May 14, 2025 Shareholder proposal requesting report on the effectiveness of Diversity, Equity and Inclusion efforts.
Human Rights or Human Capital/workforce
Shareholder (E&S) Against Split
1 FOR, 6 AGAINST, 6 ABSTAIN
AGAINST
16 funds
FEDEX CORP. September 23, 2024 Stockholder proposal regarding a Just Transition report.
Environment or Climate
Shareholder (E&S) Against Split
2 FOR, 2 AGAINST, 3 ABSTAIN
Split
1 FOR, 13 AGAINST
FEDEX CORP. September 23, 2024 Stockholder proposal regarding climate lobbying alignment with company's carbon neutral goals.
Environment or Climate
Shareholder (E&S) Against Split
4 FOR, 3 ABSTAIN
Split
3 FOR, 11 AGAINST
FIRSTENERG May 21, 2025 Report on Lobbying Activity and Policies
Other Social Issues
Shareholder (E&S) Not determined Split
3 AGAINST, 5 ABSTAIN
AGAINST
8 funds
FOOT LOCKE May 21, 2025 Vote on a Shareholder Proposal Requesting that the Company Adopt a Goal for Reducing Its Enterprise-wide Greenhouse Gas Emissions in Line with the Paris Agreement.
Environment or Climate
Shareholder (E&S) Not determined Split
4 AGAINST, 4 ABSTAIN
AGAINST
4 funds
FORD MOTOR CO. May 8, 2025 A shareholder proposal relating to a Report on Supply Chain GHG Emissions and Net Zero Goals.
Environment or Climate
Shareholder (E&S) Against Split
1 FOR, 2 AGAINST, 2 ABSTAIN
AGAINST
7 funds
FORD MOTOR CO. May 8, 2025 Proposal withdrawn
Human Rights or Human Capital/workforce
Shareholder (E&S) Against Split
1 AGAINST, 1 ABSTAIN
ABSTAIN
7 funds
GENERAL DYNAMICS CORP. May 7, 2025 Shareholder Proposal - Human Rights Impact Assessment
Human Rights or Human Capital/workforce
Shareholder (E&S) Against Split
1 FOR, 9 AGAINST, 5 ABSTAIN
AGAINST
10 funds
GENERAL MILLS INC. September 24, 2024 Shareholder Proposal - Disclosure of Regenerative Agriculture Practices Within Supply Chain.
Environment or Climate
Shareholder (E&S) Against Split
3 FOR, 5 ABSTAIN
Split
1 FOR, 9 AGAINST
GENERAL MILLS INC. September 24, 2024 Shareholder Proposal - Plastic Packaging.
Environment or Climate
Shareholder (E&S) Against Split
2 FOR, 1 AGAINST, 5 ABSTAIN
Split
2 FOR, 8 AGAINST
GENERAL MOTORS CO. June 3, 2025 Shareholder Proposal Regarding a Report on Supply Chain GHG Emissions Reduction Strategies
Environment or Climate
Shareholder (E&S) Against Split
4 AGAINST, 3 ABSTAIN
AGAINST
12 funds
GENUINE PARTS CO. April 28, 2025 Shareholder Proposal Seeking a Report on the Effectiveness of the Company's Diversity, Equity and Inclusion Efforts
Human Rights or Human Capital/workforce
Shareholder (E&S) Against Split
3 AGAINST, 4 ABSTAIN
AGAINST
7 funds
GILEAD SCIENCES INC. May 7, 2025 To vote on a stockholder proposal requesting a comprehensive human rights policy and human rights due diligence process, if properly presented at the Annual Meeting.
Human Rights or Human Capital/workforce
Shareholder (E&S) Against Split
4 FOR, 2 AGAINST, 9 ABSTAIN
Split
1 FOR, 16 AGAINST
GILEAD SCIENCES INC. May 7, 2025 To vote on a stockholder proposal requesting a report on the risks of the Company's DEI practices for contractors, if properly presented at the Annual Meeting.
Human Rights or Human Capital/workforce
Shareholder (E&S) Against Split
6 AGAINST, 9 ABSTAIN
AGAINST
17 funds
GILEAD SCIENCES INC. May 7, 2025 To vote on a stockholder proposal requesting the CEO pay ratio factor be included in the Company's executive compensation programs, if properly presented at the Annual Meeting.
Diversity, Equity, and Inclusion
Shareholder (E&S) Against Split
6 AGAINST, 9 ABSTAIN
AGAINST
17 funds
GOLDMAN SACHS GROUP INC. April 23, 2025 Shareholder Proposal Regarding DEI Goals in Executive Pay Incentives
Diversity, Equity, and Inclusion
Shareholder (E&S) Against Split
7 AGAINST, 3 ABSTAIN
AGAINST
15 funds
GOLDMAN SACHS GROUP INC. April 23, 2025 Shareholder Proposal Regarding Disclosure of Energy Supply Financing Ratio
Environment or Climate
Shareholder (E&S) Against Split
2 FOR, 5 AGAINST, 3 ABSTAIN
Split
1 FOR, 14 AGAINST
GOLDMAN SACHS GROUP INC. April 23, 2025 Shareholder Proposal Regarding Racial Discrimination Audit
Environment or Climate
Shareholder (E&S) Against Split
7 AGAINST, 3 ABSTAIN
AGAINST
15 funds
GOODYEAR TIRE & RUBBER CO. April 14, 2025 Shareholder proposal regarding tire and road wear particle goals and timelines.
Other Social Issues
Shareholder (E&S) Against Split
5 AGAINST, 1 ABSTAIN
AGAINST
4 funds
HCA HEALTHCARE INC. April 24, 2025 Stockholder proposal, if properly presented at the meeting, regarding an amendment to Patient Safety and Quality of Care Committee charter.
Other Social Issues
Shareholder (E&S) Against Split
1 FOR, 6 AGAINST, 9 ABSTAIN
AGAINST
13 funds
HCA HEALTHCARE INC. April 24, 2025 Stockholder proposal, if properly presented at the meeting, regarding report on acquisition strategy.
Human Rights or Human Capital/workforce
Shareholder (E&S) Against Split
1 FOR, 6 AGAINST, 9 ABSTAIN
AGAINST
13 funds
HOME DEPOT INC. May 22, 2025 Shareholder Proposal Regarding Biodiversity Impact and Dependency Assessment
Environment or Climate
Shareholder (E&S) Against Split
1 FOR, 7 AGAINST, 8 ABSTAIN
AGAINST
17 funds
HOME DEPOT INC. May 22, 2025 Shareholder Proposal Regarding Report on Packaging Policies for Plastics
Environment or Climate
Shareholder (E&S) Against Split
2 FOR, 6 AGAINST, 8 ABSTAIN
Split
2 FOR, 15 AGAINST
HORMEL FOODS CORP. January 28, 2025 Stockholder proposal requesting publication of targets for significantly increasing group sow housing in the Company's supply chain, if properly presented at the meeting.
Other Social Issues
Shareholder (E&S) Against Split
4 AGAINST, 5 ABSTAIN
AGAINST
10 funds
IDEX CORP. May 8, 2025 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 Split
5 AGAINST, 4 ABSTAIN
AGAINST
14 funds
INTEL CORP. May 6, 2025 Stockholder proposal requesting a report on an ethical impact assessment, if properly presented at the meeting.
Human Rights or Human Capital/workforce
Shareholder (E&S) Against Split
4 AGAINST, 6 ABSTAIN
AGAINST
12 funds
INTEL CORP. May 6, 2025 Stockholder proposal requesting a report on charitable giving, if properly presented at the meeting.
Other Social Issues
Shareholder (E&S) Against Split
5 AGAINST, 5 ABSTAIN
AGAINST
12 funds

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How items are matched and positions counted: see the comparison table and the methodology. Built October 18, 2026 from SEC Form N-PX filings.