Home › Asset managers › Compare 2024-2025 › Brighthouse vs Lincoln Financial
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 · Lincoln Financial 2024-2025 · Download the item list (CSV)
| Common items | Same | Differ | Split (not in %) | Same position | Fund-level | |
|---|---|---|---|---|---|---|
| All ballot items | 70,409 | 54,828 | 826 | 14,755 | 98.5% | 91.5% |
| Board proposals | 60,491 | 46,192 | 764 | 13,535 | 98.4% | 91.1% |
| E&S shareholder proposals | 273 | 1 | 2 | 270 | 33.3% | 40.2% |
| Other items | 9,645 | 8,635 | 60 | 950 | 99.3% | 95.2% |
Everything Voted differently Split votes
All ballot items Board proposals E&S shareholder proposals Other items
950 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 | Lincoln Financial |
|---|---|---|---|---|---|---|
| FEDEX CORP. | September 23, 2024 | Approval of an amendment to the Third Restated Certificate of Incorporation of Federal Express Corporation to remove the "pass-through voting" provision that requires the approval of FedEx Corporation's stockholders in addition to the approval of FedEx Corporation, as sole stockholder, in order for Federal Express Corporation to take certain actions. Shareholder Rights and Defenses |
Other | For | Split 5 FOR, 2 ABSTAIN |
FOR 8 funds |
| FEDEX CORP. | September 23, 2024 | Stockholder proposal regarding shareholder input on bylaw amendments. Corporate Governance |
Other | Against | Split 1 FOR, 4 AGAINST, 2 ABSTAIN |
AGAINST 8 funds |
| FERROVIAL SE | April 24, 2025 | Approve Climate Strategy Report Environment or Climate |
Other | For | Split 2 FOR, 1 ABSTAIN |
FOR 1 fund |
| FIDELITY NATIONAL FINANCIAL INC. | June 11, 2025 | Approval of a shareholder proposal to elect each director annually. Shareholder Rights and Defenses |
Other | None | Split 3 FOR, 1 ABSTAIN |
FOR 6 funds |
| FIRST AMERICAN FINANCIAL CORP. | May 13, 2025 | To approve an amendment to the Amended and Restated Certificate of Incorporation to provide for officer exculpation. Director Elections |
Other | For | Split 2 FOR, 1 ABSTAIN |
Split 3 FOR, 1 AGAINST |
| FIRST AMERICAN FINANCIAL CORP. | May 13, 2025 | To vote on a non-binding stockholder proposal requesting simple majority voting requirements, if properly presented at the meeting. Shareholder Rights and Defenses |
Other | Against | Split 2 FOR, 1 ABSTAIN |
FOR 4 funds |
| FIRST BANCSHARES INC. | October 22, 2024 | A proposal to approve one or more adjournments of the Special Meeting of The First Bancshares, Inc. shareholders, if necessary or appropriate, to solicit additional proxies in favor of approval of Proposal 1. Corporate Governance |
Other | For | FOR 5 funds |
Split 3 FOR, 1 AGAINST |
| FIRST BUSEY CORP. | December 20, 2024 | A proposal to adjourn the Busey special meeting, if necessary or appropriate, to solicit additional proxies if, immediately prior to such adjournment, there are not sufficient votes to approve the Busey merger proposal, or to ensure that any supplement or amendment to the accompanying joint proxy statement/prospectus is timely provided to holders of Busey common stock (the "Busey adjournment proposal"). Corporate Governance |
Other | For | FOR 2 funds |
Split 3 FOR, 1 AGAINST |
| FIRST FOUNDATION INC. | September 30, 2024 | To adjourn the Special Meeting, if necessary or appropriate, to solicit additional proxies if, immediately prior to such adjournment, sufficient votes to approve Proposals 1 and 2 have not been obtained. Corporate Governance |
Other | For | FOR 1 fund |
Split 2 FOR, 1 AGAINST |
| FIRST OF LONG ISLAND CORP. | February 14, 2025 | To approve one or more adjournments of the FLIC special meeting, if necessary or appropriate, to permit further solicitation of proxies if there are insufficient votes at the time of the special meeting, or at an adjournment or postponement of that meeting, to approve the merger proposal. Corporate Governance |
Other | For | Split 1 FOR, 1 ABSTAIN |
Split 3 FOR, 1 AGAINST |
| FIRST SOLAR INC. | May 14, 2025 | Stockholder proposal to adopt a special shareholder meeting improvement Corporate Governance |
Other | Against | Split 1 FOR, 8 AGAINST, 2 ABSTAIN |
AGAINST 6 funds |
| FISERV INC. | May 14, 2025 | Shareholder proposal requesting amendments to the Fiserv, Inc. Compensation Recoupment Policy. Compensation |
Other | Against | Split 1 FOR, 9 AGAINST, 3 ABSTAIN |
AGAINST 8 funds |
| FLOOR & DECOR HOLDINGS | May 7, 2025 | Stockholder proposal regarding shareholder ability to call for a special shareholder meeting. Corporate Governance |
Other | Against | Split 9 FOR, 3 AGAINST, 2 ABSTAIN |
AGAINST 6 funds |
| FLOOR & DECOR HOLDINGS INC. | May 7, 2025 | Approve an amendment to the Company's Certificate of Incorporation to allow stockholders holding 25% or more of the Company's common stock to cause the Company to call a special meeting of stockholders. Corporate Governance |
Other | For | Split 12 FOR, 2 ABSTAIN |
FOR 6 funds |
| FLOOR & DECOR HOLDINGS INC. | May 7, 2025 | Approve an amendment to the Company's Certificate of Incorporation to eliminate legacy classified board provisions that no longer apply. Corporate Governance |
Other | For | Split 12 FOR, 2 ABSTAIN |
FOR 6 funds |
| FLOOR & DECOR HOLDINGS INC. | May 7, 2025 | Approve an amendment to the Company's Certificate of Incorporation to provide for exculpation of officers as permitted by Delaware law. Director Elections |
Other | For | Split 11 FOR, 1 AGAINST, 2 ABSTAIN |
FOR 6 funds |
| FLOWERS FOODS INC. | May 22, 2025 | Shareholder Proposal to Adopt a Policy for an Independent Board Chair, if Properly Presented. Corporate Governance |
Other | Against | Split 2 FOR, 1 ABSTAIN |
AGAINST 3 funds |
| FLOWSERVE CORP. | May 16, 2025 | Shareholder Proposal requesting the elimination of the one-year holding period requirement to call a special shareholder meeting. Corporate Governance |
Other | Against | Split 3 AGAINST, 4 ABSTAIN |
Split 2 FOR, 3 AGAINST |
| FMC CORP. | April 29, 2025 | Vote on an advisory management proposal to provide stockholders the right to call a special meeting of stockholders at a 25% ownership threshold. Shareholder Rights and Defenses |
Other | For | Split 5 FOR, 4 ABSTAIN |
Split 5 FOR, 1 AGAINST |
| FMC CORP. | April 29, 2025 | Vote on an advisory stockholder proposal to provide stockholders the right to call a special meeting of stockholders at a 10% ownership threshold. Corporate Governance |
Other | Against | Split 8 FOR, 1 ABSTAIN |
AGAINST 6 funds |
| FORD MOTOR CO. | May 8, 2025 | Approval of the Tax Benefit Preservation Plan. Shareholder Rights and Defenses |
Other | For | Split 4 FOR, 1 AGAINST |
Split 2 FOR, 3 AGAINST |
| FORTINET INC. | June 13, 2025 | Stockholder proposal to amend Fortinet's governing documents to require that two separate individuals hold the office of the Chairman of the Board of Directors and the office of the Chief Executive Officer. Corporate Governance |
Other | Against | Split 8 FOR, 1 AGAINST, 7 ABSTAIN |
Split 6 FOR, 4 AGAINST |
| FORTIVE CORP. | June 3, 2025 | To act upon a shareholder proposal to amend Fortive's governing documents to reduce the ownership requirement for shareholders to call a special meeting from 25% of Fortive's common stock to 10%. Corporate Governance |
Other | Against | Split 6 FOR, 2 AGAINST, 2 ABSTAIN |
AGAINST 6 funds |
| FORTUNE BRANDS INNOVATIONS INC. | May 14, 2025 | If properly presented, a stockholder proposal to eliminate supermajority voting requirements. Shareholder Rights and Defenses |
Other | None | Split 6 FOR, 1 ABSTAIN |
FOR 6 funds |
| FRONTIER COMMUNICATIONS PARENT INC. | November 13, 2024 | To approve any adjournment of the special meeting for the purpose of soliciting additional proxies if there are insufficient votes at the special meeting to adopt the merger agreement. Corporate Governance |
Other | For | Split 2 FOR, 2 ABSTAIN |
Split 4 FOR, 1 AGAINST |
| FUELCELL ENERGY INC. | October 31, 2024 | To approve one or more adjournments of the Special Meeting, if necessary, to solicit additional proxies if there are not sufficient votes in favor of Proposal 1. Corporate Governance |
Other | For | FOR 1 fund |
Split 2 FOR, 1 AGAINST |
| GALDERMA GROUP AG | April 23, 2025 | Approve Non-Financial Report Corporate Governance |
Other | For | Split 2 FOR, 1 ABSTAIN |
FOR 2 funds |
| GARMIN LTD | June 6, 2025 | Advisory vote on the Swiss Statutory Non-Financial Matters Report Other Social Issues |
Other | For | Split 5 FOR, 7 ABSTAIN |
FOR 7 funds |
| GARMIN LTD | June 6, 2025 | Approval of Garmin's 2024 Annual Report, including the consolidated financial statements of Garmin for the fiscal year ended December 28, 2024 and the statutory financial statements of Garmin for the fiscal year ended December 28, 2024 Other |
Other | For | Split 8 FOR, 4 ABSTAIN |
FOR 7 funds |
| GARMIN LTD | June 6, 2025 | Discharge of the members of the Board of Directors and the Executive Management from liability for the fiscal year ended December 28, 2024 Corporate Governance |
Other | For | Split 8 FOR, 4 ABSTAIN |
FOR 7 funds |
| GARMIN LTD | June 6, 2025 | Re-election of Wuersch & Gering LLP as independent voting rights representative Corporate Governance |
Other | For | Split 8 FOR, 4 ABSTAIN |
FOR 7 funds |
| GE AEROSPACE | May 6, 2025 | Shareholder Proposal Requesting Vote on Severance Payments Corporate Governance |
Other | Against | Split 9 AGAINST, 2 ABSTAIN |
Split 1 FOR, 8 AGAINST |
| GE HEALTHCARE TECHNOLOGIES INC. | May 28, 2025 | Stockholder proposal regarding stockholder ratification of certain termination pay arrangements, if properly presented. Compensation |
Other | Against | Split 8 AGAINST, 4 ABSTAIN |
AGAINST 12 funds |
| GEA GROUP AG | April 30, 2025 | Approve Virtual-Only Shareholder Meetings Until 2027 Corporate Governance |
Other | For | Split 3 FOR, 4 AGAINST |
Split 3 FOR, 1 AGAINST |
| GEBERIT AG | April 16, 2025 | APPROVE NON-FINANCIAL REPORT Other Social Issues |
Other | For | Split 3 FOR, 1 ABSTAIN |
FOR 4 funds |
| GENERAL MOTORS CO. | June 3, 2025 | Proposal to Approve the Amended and Restated Certificate of Incorporation Director Elections |
Other | For | Split 5 FOR, 2 ABSTAIN |
FOR 9 funds |
| GENUINE PARTS CO. | April 28, 2025 | Approval of Amendment to the Company's Amended and Restated Articles of Incorporation to Implement a Plurality Voting Standard in Contested Director Elections and Remove Obsolete Director Classification Provisions Corporate Governance |
Other | For | Split 5 FOR, 2 ABSTAIN |
FOR 10 funds |
| GENWORTH FINANCIAL INC. | May 22, 2025 | Approval of an Amendment to the Amended and Restated Certificate of Incorporation of Genworth Holdings, Inc. to Remove "Pass-Through Voting" Provision. Corporate Governance |
Other | For | Split 6 FOR, 1 ABSTAIN |
FOR 4 funds |
| GERMAN AMERICAN BANCORP INC. | November 19, 2024 | to approve one or more adjournments of the special meeting if necessary to permit further solicitation of proxies in favor of the GABC merger proposal, or to ensure that any supplement or amendment to this joint proxy statement/prospectus is timely provided to the holders of HLAN and GABC common stock (the "GABC adjournment proposal"). Corporate Governance |
Other | For | FOR 1 fund |
Split 3 FOR, 1 AGAINST |
| GIBRALTAR INDUSTRIES INC. | April 30, 2025 | Approval of an amendment to the Company's Amended and Restated Certificate of Incorporation to provide for the exculpation of officers as permitted by Delaware law. Director Elections |
Other | For | Split 5 FOR, 1 AGAINST, 2 ABSTAIN |
Split 3 FOR, 1 AGAINST |
| GILEAD SCIENCES INC. | May 7, 2025 | To vote on a stockholder proposal requesting an independent Board Chair policy, if properly presented at the Annual Meeting. Corporate Governance |
Other | Against | Split 3 FOR, 4 AGAINST, 8 ABSTAIN |
AGAINST 11 funds |
| GIVAUDAN SA | March 20, 2025 | Approve Non-Financial Report Corporate Governance |
Other | For | Split 2 FOR, 1 ABSTAIN |
FOR 3 funds |
| GODADDY INC. | June 4, 2025 | Company Proposal - Approval of Amendments to the Company's Restated Certificate of Incorporation to implement miscellaneous changes Corporate Governance |
Other | For | Split 7 FOR, 3 ABSTAIN |
FOR 9 funds |
| GODADDY INC. | June 4, 2025 | Company Proposal - Approval of an Amendment to the Company's Restated Certificate of Incorporation to limit liability of officers as permitted by law Director Elections |
Other | For | Split 7 FOR, 3 ABSTAIN |
Split 6 FOR, 3 AGAINST |
| GRIFFON CO. | March 11, 2025 | Approval of an amendment to Griffon's Certificate of Incorporation to provide for the exculpation of certain of Griffon's officers from breaches of fiduciary duty as permitted by Delaware Law. Corporate Governance |
Other | Not determined | Split 7 FOR, 2 AGAINST, 2 ABSTAIN |
Split 4 FOR, 1 AGAINST |
| GRIFFON CO. | March 11, 2025 | Approval of an amendment to Griffon's Certificate of Incorporation to reduce the size of the Board to a range of nine to eleven directors. Corporate Governance |
Other | Not determined | Split 9 FOR, 2 ABSTAIN |
FOR 5 funds |
| GRIFOLS SA | June 4, 2025 | Amend Article 7 of General Meeting Regulations Corporate Governance |
Other | For | AGAINST 3 funds |
Split 1 FOR, 1 AGAINST |
| GRIFOLS SA | June 4, 2025 | Authorize Company to Call EGM with 15 Days' Notice Corporate Governance |
Other | For | FOR 3 funds |
Split 1 FOR, 1 AGAINST |
| GROCERY OUTLET HOLDING CORP | June 2, 2025 | To approve an amendment to the Company's Restated Certificate of Incorporation to provide stockholders holding a combined 25% or more of the Company's common stock with the right to request a special meeting of stockholders. Corporate Governance |
Other | For | Split 2 FOR, 1 ABSTAIN |
FOR 2 funds |
| GROUP 1 AUTOMOTIVE INC. | May 13, 2025 | Shareholder Proposal: Simple Majority Vote. Corporate Governance |
Other | Against | Split 6 FOR, 2 ABSTAIN |
Split 4 FOR, 1 AGAINST |
| GRUMA SAB DE CV | April 25, 2025 | Approve Financial Statements and Statutory Reports Corporate Governance |
Other | For | AGAINST 2 funds |
Split 1 FOR, 1 AGAINST |
| GRUPO MEXICO S.A.B. DE C.V | April 30, 2025 | Approve Consolidated Financial Statements and Statutory Reports Corporate Governance |
Other | For | AGAINST 2 funds |
Split 1 FOR, 1 AGAINST |
| GSK PLC | May 7, 2025 | Authorise the Company to Call General Meeting with Two Weeks' Notice Corporate Governance |
Other | For | FOR 5 funds |
Split 4 FOR, 1 AGAINST |
| GULFPORT ENERGY CORP. | May 21, 2025 | To approve an amendment to the Company's Amended and Restated Certificate of Incorporation to provide for exculpation of certain officers of the Company as permitted by amendments to Delaware law (the Exculpation Proposal or Proposal 4). Director Elections |
Other | For | Split 5 FOR, 1 AGAINST |
Split 4 FOR, 2 AGAINST |
| HALEON PLC | May 28, 2025 | Authorise the Company to Call General Meeting with Two Weeks' Notice Corporate Governance |
Other | For | FOR 4 funds |
Split 4 FOR, 1 AGAINST |
| HALMA PLC | July 25, 2024 | Authorise the Company to Call General Meeting with Two Weeks' Notice Corporate Governance |
Other | For | FOR 5 funds |
Split 2 FOR, 1 AGAINST |
| HANMI FINANCIAL CORP. | May 28, 2025 | To approve an amendment to the Company's Amended and Restated Certificate of Incorporation to limit the liability of certain officers of the Company as permitted by Delaware General Corporation Law ("Officer Exculpation"). Director Elections |
Other | For | Split 5 FOR, 2 AGAINST |
Split 4 FOR, 1 AGAINST |
| HANNOVER RUECK SE | May 7, 2025 | Approve Virtual-Only Shareholder Meetings Until 2027 Corporate Governance |
Other | For | Split 1 FOR, 3 AGAINST |
Split 1 FOR, 1 AGAINST |
| HARGREAVES LANSDOWN PLC | December 6, 2024 | Authorise the Company to Call General Meeting with Two Weeks' Notice Corporate Governance |
Other | For | FOR 5 funds |
Split 2 FOR, 1 AGAINST |
| HARTFORD INSURANCE GROUP INC. | May 21, 2025 | Shareholder proposal that the Company adopt special meeting rights for shareholders Corporate Governance |
Other | Against | Split 9 FOR, 1 AGAINST, 2 ABSTAIN |
Split 2 FOR, 9 AGAINST |
| HCA HEALTHCARE INC. | April 24, 2025 | Stockholder proposal, if properly presented at the meeting, regarding lavish golden parachutes. Compensation |
Other | Against | Split 7 FOR, 3 AGAINST, 6 ABSTAIN |
Split 6 FOR, 2 AGAINST |
| HCA HEALTHCARE INC. | April 24, 2025 | To approve an amendment to our amended and restated certificate of incorporation to provide for the exculpation of officers as permitted by Delaware law. Director Elections |
Other | For | Split 9 FOR, 1 AGAINST, 6 ABSTAIN |
Split 6 FOR, 2 AGAINST |
| HEARTLAND FINANCIAL USA INC. | August 6, 2024 | HTLF adjournment proposal: Proposal to adjourn or postpone the HTLF special meeting, if necessary or appropriate, to solicit additional proxies if, immediately prior to such adjournment or postponement, there are not sufficient votes to approve the HTLF merger proposal or to ensure that any supplement or amendment to the accompanying joint proxy statement/prospectus is timely provided to holders of HTLF common stock. Corporate Governance |
Other | For | FOR 5 funds |
Split 3 FOR, 1 AGAINST |
| HELVETIA HOLDING AG | April 25, 2025 | APPROVE NON-FINANCIAL REPORT Other Social Issues |
Other | For | Split 3 FOR, 1 ABSTAIN |
FOR 2 funds |
| HELVETIA HOLDING AG | May 23, 2025 | AMEND ARTICLES RE: REGISTRATION IN THE SHARE REGISTER Corporate Governance |
Other | For | Split 3 FOR, 1 ABSTAIN |
FOR 2 funds |
| HELVETIA HOLDING AG | May 23, 2025 | AMEND ARTICLES RE: THRESHOLD TO SUBMIT ITEMS TO THE AGENDA Corporate Governance |
Other | For | Split 3 FOR, 1 ABSTAIN |
FOR 2 funds |
| HELVETIA HOLDING AG | May 23, 2025 | APPROVE INCREASE IN MAXIMUM SIZE OF BOARD TO 14 MEMBERS Corporate Governance |
Other | For | Split 3 FOR, 1 ABSTAIN |
FOR 2 funds |
| HELVETIA HOLDING AG | May 23, 2025 | CHANGE COMPANY NAME TO HELVETIA BALOISE HOLDING AG Corporate Governance |
Other | For | Split 3 FOR, 1 ABSTAIN |
FOR 2 funds |
| HELVETIA HOLDING AG | May 23, 2025 | CHANGE LOCATION OF REGISTERED OFFICE/HEADQUARTERS TO BASEL, SWITZERLAND Corporate Governance |
Other | For | Split 3 FOR, 1 ABSTAIN |
FOR 2 funds |
| HELVETIA HOLDING AG | May 23, 2025 | Transact Other Business (Voting) Corporate Governance |
Other | For | Split 2 AGAINST, 1 ABSTAIN |
AGAINST 2 funds |
| HENKEL AG & CO. KGAA | April 28, 2025 | APPROVE DISCHARGE OF SHAREHOLDERS' COMMITTEE FOR FISCAL YEAR 2024 Director Elections |
Other | For | Split 2 FOR, 2 AGAINST |
Split 1 FOR, 2 AGAINST |
| HENKEL AG & CO. KGAA | April 28, 2025 | APPROVE DISCHARGE OF SUPERVISORY BOARD FOR FISCAL YEAR 2024 Director Elections |
Other | For | Split 2 FOR, 2 AGAINST |
Split 1 FOR, 2 AGAINST |
| HERSHEY CO. | May 6, 2025 | Approve the Company's Amended and Restated Certificate of Incorporation. Corporate Governance |
Other | For | Split 5 FOR, 3 ABSTAIN |
FOR 11 funds |
| HF SINCLAIR CORP. | May 14, 2025 | Approval of HF Sinclair's Second Amended and Restated Certificate of Incorporation to provide for officer exculpation. Director Elections |
Other | For | Split 3 FOR, 2 ABSTAIN |
FOR 4 funds |
| HIBBETT INC. | July 19, 2024 | To approve one or more adjournments of the Special Meeting from time to time, if necessary or appropriate, including to solicit additional proxies if there are insufficient votes at the time of the Special Meeting to adopt the Merger Agreement or to seek a quorum if one is not initially obtained. Corporate Governance |
Other | For | Split 2 FOR, 1 ABSTAIN |
Split 3 FOR, 1 AGAINST |
| HIKMA PHARMACEUTICALS PLC | April 24, 2025 | Authorise the Company to Call General Meeting with Two Weeks' Notice Corporate Governance |
Other | For | FOR 4 funds |
Split 2 FOR, 1 AGAINST |
| HILTON WORLDWIDE HOLDINGS INC. | May 14, 2025 | Approval of amendments to the certificate of incorporation to limit liability of certain officers as permitted by law and eliminate provisions that are no longer applicable. Director Elections |
Other | For | Split 13 FOR, 1 AGAINST, 2 ABSTAIN |
Split 11 FOR, 1 AGAINST |
| HOLCIM LTD. | May 14, 2025 | Approve Climate Report Environment or Climate |
Other | For | Split 4 FOR, 2 ABSTAIN |
Split 2 FOR, 1 AGAINST |
| HOLCIM LTD. | May 14, 2025 | Approve Non-Financial Report Corporate Governance |
Other | For | Split 4 FOR, 2 ABSTAIN |
FOR 3 funds |
| HOLOGIC INC. | February 26, 2025 | Advisory approval of a stockholder proposal to replace the supermajority voting provisions in our charter and bylaws with a simple majority voting standard. Corporate Governance |
Other | None | Split 9 FOR, 3 ABSTAIN |
FOR 9 funds |
| HOME DEPOT INC. | May 22, 2025 | Shareholder Proposal Regarding Independent Board Chair Corporate Governance |
Other | Against | Split 1 FOR, 10 AGAINST, 5 ABSTAIN |
Split 2 FOR, 13 AGAINST |
| HONEYWELL INTERNATIONAL INC. | May 20, 2025 | Shareowner Proposal - Independent Board Chairman. Corporate Governance |
Other | Against | Split 1 FOR, 7 AGAINST, 2 ABSTAIN |
Split 2 FOR, 9 AGAINST |
| HONG KONG EXCHANGES AND CLEARING LTD. | April 30, 2025 | Adopt New Articles of Association Corporate Governance |
Other | For | FOR 3 funds |
Split 3 FOR, 1 AGAINST |
| HONGKONG LAND HOLDINGS LTD. | May 2, 2025 | Accept Financial Statements and Statutory Reports Corporate Governance |
Other | For | Split 2 FOR, 3 AGAINST |
Split 1 FOR, 1 AGAINST |
| HSBC HOLDINGS PLC | May 2, 2025 | Authorise the Company to Call General Meeting with Two Weeks' Notice Corporate Governance |
Other | For | FOR 6 funds |
Split 2 FOR, 1 AGAINST |
| HUBSPOT INC. | June 4, 2025 | A stockholder proposal to change to a simple majority standard in connection with each voting requirement in the Company's certificate of incorporation and bylaws. Shareholder Rights and Defenses |
Other | Against | Split 5 FOR, 3 AGAINST, 4 ABSTAIN |
Split 7 FOR, 3 AGAINST |
| HUNTINGTON INGALLS INDUSTRIES INC. | April 30, 2025 | Proposal to amend the Company's Restated Certificate of Incorporation to conform with special meeting bylaw. Shareholder Rights and Defenses |
Other | For | Split 4 FOR, 1 ABSTAIN |
FOR 3 funds |
| HUNTINGTON INGALLS INDUSTRIES INC. | April 30, 2025 | Proposal to eliminate the personal liability of officers for monetary damages for breach of certain fiduciary duties as permitted by Delaware law. Director Elections |
Other | For | Split 4 FOR, 1 ABSTAIN |
FOR 3 funds |
| HYATT HOTELS CORP. | May 21, 2025 | Stockholder proposal requesting that Hyatt Hotels Corporation eliminate its multi-class share structure. Capital Structure |
Other | Against | Split 3 FOR, 2 AGAINST, 2 ABSTAIN |
FOR 5 funds |
| HYUNDAI MOBIS CO. LTD. | March 19, 2025 | Approve Financial Statements Corporate Governance |
Other | For | AGAINST 2 funds |
Split 1 FOR, 1 AGAINST |
| IBERDROLA SA | May 30, 2025 | Approve Non-Financial Information Statement Corporate Governance |
Other | For | Split 4 FOR, 2 ABSTAIN |
FOR 4 funds |
| ICU MEDICAL INC. | May 13, 2025 | To approve, on an advisory basis, a stockholder proposal to adopt simple majority voting. Shareholder Rights and Defenses |
Other | Against | Split 3 FOR, 1 ABSTAIN |
FOR 4 funds |
| IDEXX LABORATORIES INC. | May 7, 2025 | Amend Certificate of Incorporation to Reflect New Delaware Law Provisions Allowing for Officer Exculpation (Proposal Five). Director Elections |
Other | For | Split 8 FOR, 1 AGAINST, 3 ABSTAIN |
Split 15 FOR, 1 AGAINST |
| IDEXX LABORATORIES INC. | May 7, 2025 | Shareholder Proposal Regarding the Annual Election of Directors (Proposal Six). Shareholder Rights and Defenses |
Other | None | Split 9 FOR, 3 ABSTAIN |
FOR 16 funds |
| ILLINOIS TOOL WORKS INC. | May 2, 2025 | A non-binding stockholder proposal, if properly presented at the meeting, for stockholder ratification of termination pay. Compensation |
Other | Against | Split 6 FOR, 1 AGAINST, 2 ABSTAIN |
Split 4 FOR, 3 AGAINST |
| IMPERIAL BRANDS PLC | January 29, 2025 | AUTHORISE THE COMPANY TO CALL GENERAL MEETING WITH TWO WEEKS' NOTICE Shareholder Rights and Defenses |
Other | For | FOR 5 funds |
Split 4 FOR, 1 AGAINST |
| INDEPENDENT BANK GROUP INC. | August 14, 2024 | The IBTX adjournment proposal: to adjourn or postpone the IBTX special meeting, if necessary or appropriate, to solicit additional proxies if, immediately prior to such adjournment or postponement, there are not sufficient votes to approve the IBTX merger proposal or to ensure that any supplement or amendment to the accompanying joint proxy statement/prospectus is timely provided to holders of IBTX common stock. Corporate Governance |
Other | For | Split 2 FOR, 1 ABSTAIN |
Split 2 FOR, 1 AGAINST |
| INDUSTRIA DE DISENO TEXTIL SA | July 9, 2024 | Approve Non-Financial Information Statement Corporate Governance |
Other | For | Split 3 FOR, 2 ABSTAIN |
FOR 3 funds |
| INDUSTRIA DE DISENO TEXTIL SA | July 9, 2024 | Authorize Company to Call EGM with 15 Days' Notice Corporate Governance |
Other | For | FOR 5 funds |
Split 2 FOR, 1 AGAINST |
| INFINERA CORP. | October 1, 2024 | To postpone or adjourn the Special Meeting, from time to time, to a later date or dates, 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 | FOR 1 fund |
Split 3 FOR, 1 AGAINST |
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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.