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
272 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 |
|---|---|---|---|---|---|---|
| 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 5 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 5 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 7 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 |
AGAINST 4 funds |
| 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 10 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 |
Split 1 FOR, 9 AGAINST |
| 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, 7 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 2 FOR, 6 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 5 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 5 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 1 fund |
| 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 7 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, 8 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 1 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 9 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 10 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 3 FOR, 8 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 11 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 11 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 8 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, 7 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 8 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 |
Split 1 FOR, 5 AGAINST |
| 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 8 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 8 funds |
| HEWLETT PACKARD ENTERPRISE CO. | April 2, 2025 | Stockholder proposal entitled: "Transparency in Lobbying" Other Social Issues |
Shareholder (E&S) | Against | Split 1 FOR, 4 AGAINST, 4 ABSTAIN |
AGAINST 7 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 |
Split 2 FOR, 13 AGAINST |
| 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 3 FOR, 12 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 6 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 |
Split 1 FOR, 3 AGAINST |
| 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 9 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 9 funds |
| INTERNATIONAL BUSINESS MACHINES CORP. | April 29, 2025 | Stockholder Proposal Requesting a Report on Hiring/Recruitment Discrimination Other Social Issues |
Shareholder (E&S) | Against | Split 4 AGAINST, 3 ABSTAIN |
AGAINST 8 funds |
| INTERNATIONAL BUSINESS MACHINES CORP. | April 29, 2025 | Stockholder Proposal to Support Transparency in Lobbying Other Social Issues |
Shareholder (E&S) | Against | Split 2 FOR, 2 AGAINST, 3 ABSTAIN |
Split 1 FOR, 7 AGAINST |
| INTERNATIONAL PAPER CO. | May 12, 2025 | Shareowner Proposal Concerning a Report on the Company's LGBTQIA+ Equity and Inclusion Efforts Human Rights or Human Capital/workforce |
Shareholder (E&S) | Against | Split 1 FOR, 5 AGAINST, 5 ABSTAIN |
AGAINST 7 funds |
| JOHNSON & JOHNSON | April 24, 2025 | Produce a human rights impact assessment Human Rights or Human Capital/workforce |
Shareholder (E&S) | Against | Split 1 FOR, 8 AGAINST, 6 ABSTAIN |
Split 1 FOR, 15 AGAINST |
| JPMORGAN CHASE & CO. | May 20, 2025 | Report on social impacts of transition finance Environment or Climate |
Shareholder (E&S) | Against | Split 1 FOR, 6 AGAINST, 10 ABSTAIN |
Split 2 FOR, 14 AGAINST |
| KNIGHT-SWI | May 13, 2025 | Vote on a stockholder proposal regarding support for transparency in political spending. Other Social Issues |
Shareholder (E&S) | Not determined | Split 3 FOR, 3 AGAINST, 3 ABSTAIN |
Split 4 FOR, 2 AGAINST |
| KRAFT HEINZ CO. | May 8, 2025 | Stockholder Proposal - Report on plastic packaging, if properly presented. Environment or Climate |
Shareholder (E&S) | Against | Split 2 AGAINST, 3 ABSTAIN |
AGAINST 7 funds |
| KRAFT HEINZ CO. | May 8, 2025 | Stockholder Proposal - Report on recyclability claims, if properly presented. Environment or Climate |
Shareholder (E&S) | Against | Split 2 AGAINST, 3 ABSTAIN |
AGAINST 7 funds |
| KROGER CO. | June 26, 2025 | Report on adopting a third-party mandated framework on U.S. farmers. Other Social Issues |
Shareholder (E&S) | Against | Split 1 FOR, 5 AGAINST, 6 ABSTAIN |
AGAINST 8 funds |
| KROGER CO. | June 26, 2025 | Report on discarded cigarette pollution. Environment or Climate |
Shareholder (E&S) | Against | Split 6 AGAINST, 6 ABSTAIN |
AGAINST 8 funds |
| KROGER CO. | June 26, 2025 | Report on safeguarding the privacy of consumer health data. Human Rights or Human Capital/workforce |
Shareholder (E&S) | Against | Split 1 FOR, 4 AGAINST, 7 ABSTAIN |
AGAINST 8 funds |
| L3HARRIS T | April 18, 2025 | Shareholder Proposal titled "Transparency in Lobbying". Other Social Issues |
Shareholder (E&S) | Not determined | Split 2 FOR, 4 AGAINST, 4 ABSTAIN |
Split 1 FOR, 9 AGAINST |
| LENNAR CORP. | April 9, 2025 | Vote on a stockholder proposal requesting a report disclosing the Company's LGBTQIA+ equity and inclusion efforts in its human capital management strategy. Human Rights or Human Capital/workforce |
Shareholder (E&S) | Against | Split 1 FOR, 5 AGAINST, 6 ABSTAIN |
AGAINST 6 funds |
| LENNAR CORP. | April 9, 2025 | Vote on a stockholder proposal requesting disclosure on how the Company intends to reduce greenhouse gas emissions. Environment or Climate |
Shareholder (E&S) | Against | Split 1 FOR, 5 AGAINST, 6 ABSTAIN |
Split 1 FOR, 5 AGAINST |
| LOCKHEED MARTIN CORP. | May 9, 2025 | Stockholder Proposal Requesting a Report on Alignment of Political Activities with Human Rights Policy Human Rights or Human Capital/workforce |
Shareholder (E&S) | Against | Split 4 AGAINST, 7 ABSTAIN |
Split 1 FOR, 10 AGAINST |
| LOCKHEED MARTIN CORP. | May 9, 2025 | Stockholder Proposal Requesting a Report on Hiring/Recruitment Discrimination Diversity, Equity, and Inclusion |
Shareholder (E&S) | Against | Split 1 AGAINST, 5 ABSTAIN |
Split 2 WITHHOLD, 2 ABSTAIN |
| LULULEMON ATHLETICA INC. | June 11, 2025 | Shareholder proposal requesting an annual report on discrimination risks related to charitable partnerships (if properly presented at the meeting). Other Social Issues |
Shareholder (E&S) | Against | Split 5 AGAINST, 7 ABSTAIN |
AGAINST 10 funds |
| MARKEL GROUP INC. | May 21, 2025 | Shareholder proposal for a report on the Company's greenhouse gas emissions. Environment or Climate |
Shareholder (E&S) | Against | Split 1 FOR, 1 AGAINST, 3 ABSTAIN |
AGAINST 3 funds |
| MASTERCARD | June 24, 2025 | Consideration of a stockholder proposal requesting a racial equity audit report Human Rights or Human Capital/workforce |
Shareholder (E&S) | Against | Split 1 FOR, 12 AGAINST, 10 ABSTAIN |
Split 1 FOR, 13 AGAINST |
| MASTERCARD | June 24, 2025 | Consideration of a stockholder proposal requesting a report on affirmative action risks Other Social Issues |
Shareholder (E&S) | Against | Split 13 AGAINST, 10 ABSTAIN |
AGAINST 14 funds |
| MATTEL INC. | May 28, 2025 | Stockholder proposal to disclose plan to reduce total contribution to climate change. Environment or Climate |
Shareholder (E&S) | Against | Split 3 AGAINST, 2 ABSTAIN |
AGAINST 5 funds |
| MCDONALD'S CORP. | May 20, 2025 | Advisory Vote on Disclosure on Climate Transition Plans. Environment or Climate |
Shareholder (E&S) | Against | Split 5 AGAINST, 5 ABSTAIN |
AGAINST 9 funds |
| MCDONALD'S CORP. | May 20, 2025 | Advisory Vote on Report Related to Oversight of Advertising Risks. Diversity, Equity, and Inclusion |
Shareholder (E&S) | Against | Split 5 AGAINST, 5 ABSTAIN |
AGAINST 9 funds |
| MCDONALD'S CORP. | May 20, 2025 | Advisory Vote to Revisit DEI in Executive Compensation. Compensation |
Shareholder (E&S) | Against | Split 5 AGAINST, 5 ABSTAIN |
AGAINST 9 funds |
| MCKESSON CORP. | July 31, 2024 | Shareholder Proposal on Report on Risks of State Policies Restricting Reproductive Health Care. Human Rights or Human Capital/workforce |
Shareholder (E&S) | Against | Split 1 FOR, 4 AGAINST, 6 ABSTAIN |
Split 1 FOR, 10 AGAINST |
| MERCK & CO. INC. | May 27, 2025 | Shareholder proposal regarding a human rights impact assessment. Human Rights or Human Capital/workforce |
Shareholder (E&S) | Against | Split 1 FOR, 8 AGAINST, 8 ABSTAIN |
Split 4 FOR, 16 AGAINST |
| MERCK & CO. INC. | May 27, 2025 | Shareholder proposal regarding a report on civil liberties in advertising services. Environment or Climate |
Shareholder (E&S) | Against | Split 9 AGAINST, 8 ABSTAIN |
AGAINST 20 funds |
| MERCK & CO. INC. | May 27, 2025 | Shareholder proposal regarding a tax transparency report. Human Rights or Human Capital/workforce |
Shareholder (E&S) | Against | Split 2 FOR, 7 AGAINST, 8 ABSTAIN |
Split 3 FOR, 17 AGAINST |
| MERCK & CO. INC. | May 27, 2025 | Shareholder proposal to revisit DEl goals in executive pay incentives. Environment or Climate |
Shareholder (E&S) | Against | Split 5 AGAINST, 2 ABSTAIN |
AGAINST 16 funds |
| MERITAGE HOMES CORP. | May 22, 2025 | Shareholder proposal to support transparency in political spending. Other Social Issues |
Shareholder (E&S) | Against | Split 1 FOR, 1 AGAINST, 5 ABSTAIN |
Split 1 FOR, 3 AGAINST |
| META PLATFORMS INC. | May 28, 2025 | A shareholder proposal regarding Bitcoin treasury assessment. Capital Structure |
Shareholder (E&S) | Against | Split 12 AGAINST, 11 ABSTAIN |
AGAINST 20 funds |
| META PLATFORMS INC. | May 28, 2025 | A shareholder proposal regarding GHG emissions reduction actions. Environment or Climate |
Shareholder (E&S) | Against | Split 12 AGAINST, 11 ABSTAIN |
Split 3 FOR, 17 AGAINST |
| META PLATFORMS INC. | May 28, 2025 | A shareholder proposal regarding report on AI data usage oversight. Corporate Governance |
Shareholder (E&S) | Against | Split 2 FOR, 4 AGAINST, 8 ABSTAIN |
AGAINST 2 funds |
| META PLATFORMS INC. | May 28, 2025 | A shareholder proposal regarding report on Al data usage oversight. Other Social Issues |
Shareholder (E&S) | Against | Split 3 FOR, 3 AGAINST, 3 ABSTAIN |
Split 9 FOR, 8 AGAINST |
| META PLATFORMS INC. | May 28, 2025 | A shareholder proposal regarding report on child safety impacts and actual harm reduction to children. Shareholder Rights and Defenses |
Shareholder (E&S) | Against | Split 4 FOR, 8 AGAINST, 11 ABSTAIN |
Split 6 FOR, 14 AGAINST |
| META PLATFORMS INC. | May 28, 2025 | A shareholder proposal regarding report on data collection and advertising practices. Human Rights or Human Capital/workforce |
Shareholder (E&S) | Against | Split 4 FOR, 8 AGAINST, 11 ABSTAIN |
Split 9 FOR, 10 AGAINST |
| META PLATFORMS INC. | May 28, 2025 | A shareholder proposal regarding report on hate targeting marginalized communities. Human Rights or Human Capital/workforce |
Shareholder (E&S) | Against | Split 6 FOR, 6 AGAINST, 11 ABSTAIN |
Split 12 FOR, 7 AGAINST |
| META PLATFORMS INC. | May 28, 2025 | A shareholder proposal regarding report on risks of deepfakes in online child exploitation. Human Rights or Human Capital/workforce |
Shareholder (E&S) | Against | Split 1 FOR, 11 AGAINST, 11 ABSTAIN |
Split 3 FOR, 17 AGAINST |
| MICROCHIP TECHNOLOGY INC. | August 20, 2024 | Stockholder proposal requesting that our Board of Directors commission an independent third-party report, at reasonable expense and excluding proprietary information, on our due diligence process to determine whether our customers' use of our products contribute or are linked to violations of international law. Human Rights or Human Capital/workforce |
Shareholder (E&S) | Against | Split 1 FOR, 3 AGAINST, 8 ABSTAIN |
Split 1 FOR, 11 AGAINST |
| MICROSOFT | December 10, 2024 | Report on AI Data Sourcing Accountability. Other Social Issues |
Shareholder (E&S) | Against | Split 1 FOR, 5 AGAINST, 9 ABSTAIN |
AGAINST 2 funds |
| MICROSOFT | December 10, 2024 | Report on AI Misinformation and Disinformation. Other Social Issues |
Shareholder (E&S) | Against | Split 2 FOR, 4 AGAINST, 9 ABSTAIN |
AGAINST 2 funds |
| MICROSOFT | December 10, 2024 | Report on Artificial Intelligence and Machine Learning Tools for Oil and Gas Development and Production. Other Social Issues |
Shareholder (E&S) | Against | Split 13 AGAINST, 12 ABSTAIN |
Split 3 FOR, 18 AGAINST |
| MICROSOFT | December 10, 2024 | Report on Data Operations in Human Rights Hotspots. Human Rights or Human Capital/workforce |
Shareholder (E&S) | Against | Split 6 AGAINST, 9 ABSTAIN |
AGAINST 2 funds |
| MICROSOFT | December 10, 2024 | Report on Risks of Weapons Development. Other Social Issues |
Shareholder (E&S) | Against | Split 3 FOR, 3 AGAINST, 9 ABSTAIN |
AGAINST 2 funds |
| MICROSOFT CORP. | December 10, 2024 | Assessment of Investing in Bitcoin Other Social Issues |
Shareholder (E&S) | Against | Split 7 AGAINST, 3 ABSTAIN |
AGAINST 19 funds |
| MICROSOFT CORP. | December 10, 2024 | Report on AI Data Sourcing Accountability Other Social Issues |
Shareholder (E&S) | Against | Split 6 FOR, 3 AGAINST, 3 ABSTAIN |
Split 9 FOR, 7 AGAINST, 2 ABSTAIN |
| MICROSOFT CORP. | December 10, 2024 | Report on AI Misinformation and Disinformation Other Social Issues |
Shareholder (E&S) | Against | Split 7 AGAINST, 3 ABSTAIN |
Split 4 FOR, 15 AGAINST |
| MICROSOFT CORP. | December 10, 2024 | Report on Data Operations in Human Rights Hotspots Human Rights or Human Capital/workforce |
Shareholder (E&S) | Against | Split 2 FOR, 5 AGAINST, 3 ABSTAIN |
Split 7 FOR, 11 AGAINST |
| MICROSOFT CORP. | December 10, 2024 | Report on Risks of Weapons Development Other Social Issues |
Shareholder (E&S) | Against | Split 9 AGAINST, 3 ABSTAIN |
Split 3 FOR, 15 AGAINST |
| MONDELEZ INTERNATIONAL INC. | May 21, 2025 | Shareholder Proposal: Assessment of the Company's supplier and partner code of conduct due diligence process Human Rights or Human Capital/workforce |
Shareholder (E&S) | Against | Split 4 AGAINST, 5 ABSTAIN |
AGAINST 13 funds |
| MONDELEZ INTERNATIONAL INC. | May 21, 2025 | Shareholder Proposal: Report on Climate lobbying Environment or Climate |
Shareholder (E&S) | Against | Split 2 FOR, 2 AGAINST, 5 ABSTAIN |
AGAINST 13 funds |
| MONDELEZ INTERNATIONAL INC. | May 21, 2025 | Shareholder Proposal: Report on flexible plastic packaging Environment or Climate |
Shareholder (E&S) | Against | Split 1 FOR, 3 AGAINST, 5 ABSTAIN |
AGAINST 13 funds |
| MONDELEZ INTERNATIONAL INC. | May 21, 2025 | Shareholder Proposal: Report on recycled content claims Other Social Issues |
Shareholder (E&S) | Against | Split 4 AGAINST, 5 ABSTAIN |
AGAINST 13 funds |
| MONDELEZ INTERNATIONAL INC. | May 21, 2025 | Shareholder Proposal: Third-party report assessing effectiveness of implementation of human rights policy Human Rights or Human Capital/workforce |
Shareholder (E&S) | Against | Split 1 FOR, 3 AGAINST, 5 ABSTAIN |
AGAINST 13 funds |
| MORGAN STANLEY | May 15, 2025 | Shareholder proposal requesting an energy supply ratio Environment or Climate |
Shareholder (E&S) | Against | Split 2 FOR, 4 AGAINST, 10 ABSTAIN |
Split 1 FOR, 13 AGAINST |
| NETFLIX INC. | June 5, 2025 | Stockholder proposal entitled, "Affirmative Action Risks," if properly presented at the meeting. Diversity, Equity, and Inclusion |
Shareholder (E&S) | Against | Split 12 AGAINST, 9 ABSTAIN |
AGAINST 17 funds |
| NETFLIX INC. | June 5, 2025 | Stockholder proposal entitled, "Amend the Code of Ethics to enhance policies on non-discrimination, anti-harassment, and whistleblower protection," if properly presented at the meeting. Human Rights or Human Capital/workforce |
Shareholder (E&S) | Against | Split 1 FOR, 11 AGAINST, 9 ABSTAIN |
Split 1 FOR, 16 AGAINST |
| NETFLIX INC. | June 5, 2025 | Stockholder proposal entitled, "Issue a Climate Transition Plan," if properly presented at the meeting. Environment or Climate |
Shareholder (E&S) | Against | Split 12 AGAINST, 9 ABSTAIN |
Split 2 FOR, 15 AGAINST |
| NETFLIX INC. | June 5, 2025 | Stockholder proposal entitled, "Report on Charitable Giving," if properly presented at the meeting. Other Social Issues |
Shareholder (E&S) | Against | Split 12 AGAINST, 9 ABSTAIN |
AGAINST 17 funds |
| NIKE INC. | September 10, 2024 | To consider a shareholder proposal regarding Environmental Targets, if properly presented at the meeting. Environment or Climate |
Shareholder (E&S) | Against | Split 3 FOR, 3 AGAINST, 8 ABSTAIN |
Split 6 FOR, 5 AGAINST |
| NIKE INC. | September 10, 2024 | 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 3 FOR, 3 AGAINST, 8 ABSTAIN |
Split 5 FOR, 6 AGAINST |
| NIKE INC. | September 10, 2024 | To consider a shareholder proposal regarding Worker-Driven Social Responsibility, if properly presented at the meeting. Human Rights or Human Capital/workforce |
Shareholder (E&S) | Against | Split 6 AGAINST, 8 ABSTAIN |
Split 1 FOR, 10 AGAINST |
| NIKE INC. | September 10, 2024 | To consider a shareholder proposal regarding a Divisive Partnerships Congruency Report, if properly presented at the meeting. Other Social Issues |
Shareholder (E&S) | Against | Split 6 AGAINST, 8 ABSTAIN |
AGAINST 11 funds |
| NIKE INC. | September 10, 2024 | 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 | Split 1 FOR, 5 AGAINST, 8 ABSTAIN |
Split 3 FOR, 8 AGAINST |
| NVIDIA | June 25, 2025 | Approval of a stockholder proposal to modify existing reporting on workforce data. Human Rights or Human Capital/workforce |
Shareholder (E&S) | Against | Split 3 FOR, 10 AGAINST, 10 ABSTAIN |
Split 5 FOR, 14 AGAINST |
| OLD DOMINION FREIGHT LINE INC. | May 21, 2025 | Shareholder proposal regarding emission reduction targets. Environment or Climate |
Shareholder (E&S) | Against | Split 2 FOR, 4 AGAINST, 6 ABSTAIN |
AGAINST 7 funds |
| ORACLE CORP. | November 14, 2024 | Stockholder Proposal Regarding a Report on Climate Risks to Retirement Plan Beneficiaries Environment or Climate |
Shareholder (E&S) | Against | Split 5 AGAINST, 2 ABSTAIN |
Split 1 FOR, 11 AGAINST |
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How items are matched and positions counted: see the comparison table and the methodology. Built October 13, 2026 from SEC Form N-PX filings.