Home › Asset managers › Compare 2024-2025 › Charles Schwab vs AIG/SunAmerica
Charles Schwab 2024-2025 · AIG/SunAmerica 2024-2025 · Download the item list (CSV)
| Common items | Same | Differ | Split (not in %) | Same position | Fund-level | |
|---|---|---|---|---|---|---|
| All ballot items | 15,650 | 14,415 | 1,165 | 70 | 92.5% | 92.1% |
| Board proposals | 14,632 | 13,779 | 852 | 1 | 94.2% | 94.2% |
| E&S shareholder proposals | 233 | 0 | 166 | 67 | 0.0% | 1.9% |
| Other items | 785 | 636 | 147 | 2 | 81.2% | 81.0% |
Everything Voted differently Split votes
All ballot items Board proposals E&S shareholder proposals Other items
1,235 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 | Charles Schwab | AIG/SunAmerica |
|---|---|---|---|---|---|---|
| CELANESE CORP. | May 14, 2025 | Advisory vote on shareholder proposal requesting simple majority vote charter and by-laws amendments, if properly presented. Corporate Governance |
Other | Against | AGAINST 15 funds |
FOR 5 funds |
| CF INDUSTRIES HOLDINGS INC. | May 6, 2025 | Shareholder proposal regarding shareholder approval requirement for excessive golden parachutes, if properly presented at the meeting. Compensation |
Other | Against | AGAINST 14 funds |
FOR 12 funds |
| CHEMED CORP. | May 19, 2025 | Stockholder proposal to reduce voting power threshold for calling a special meeting to 10%. Corporate Governance |
Other | Against | AGAINST 13 funds |
FOR 4 funds |
| CHEVRON CORP. | May 28, 2025 | Allow Holders of 10 Percent of Our Common Stock to Call Special Meetings Shareholder Rights and Defenses |
Other | Against | AGAINST 14 funds |
FOR 15 funds |
| CITIGROUP INC. | April 29, 2025 | Stockholder proposal requesting a shareholder vote regarding excessive golden parachutes. Compensation |
Other | Against | AGAINST 12 funds |
FOR 15 funds |
| CMS ENERGY CORP. | May 2, 2025 | Vote on a Shareholder Proposal: Support Shareholder Ability to Call for a Special Shareholder Meeting. Corporate Governance |
Other | Against | AGAINST 13 funds |
FOR 9 funds |
| COCA-COLA CO. | April 30, 2025 | Vote on shareowner proposal regarding creation of an improper influence board committee Corporate Governance |
Other | Against | AGAINST 15 funds |
ABSTAIN 13 funds |
| CONCENTRIX | October 28, 2024 | Approval to adjourn the Special Meeting to solicit additional proxies, if there are insufficient proxies at the Special Meeting to approve either of the foregoing proposals. Corporate Governance |
Other | Not determined | FOR 11 funds |
AGAINST 4 funds |
| CRITEO SA | June 13, 2025 | Amend Article 19 of the by-laws of the Company relating to shareholders meetings in order to comply with new provisions of the French Commercial Code, and Corporate Governance |
Other | For | FOR 2 funds |
AGAINST 1 fund |
| CUMMINS INC. | May 13, 2025 | The shareholder proposal regarding an independent Chairman of the Board. Corporate Governance |
Other | Against | AGAINST 13 funds |
FOR 14 funds |
| CVS HEALTH CORP. | May 15, 2025 | Stockholder Proposal for Reducing the Threshold for Our Stockholder Right to Act By Written Consent. Corporate Governance |
Other | Against | AGAINST 13 funds |
FOR 15 funds |
| DANA INC. | April 24, 2025 | Shareholder proposal to require an independent Board Chairman. Corporate Governance |
Other | Against | AGAINST 8 funds |
FOR 3 funds |
| DATADOG | June 3, 2025 | To approve the amendment and restatement of our Amended and Restated Certificate of Incorporation to provide for the exculpation of officers as permitted by Delaware law and make additional non-substantive and clarifying changes. Corporate Governance |
Other | For | FOR 12 funds |
AGAINST 9 funds |
| DAYFORCE INC. | May 2, 2025 | To approve Dayforce's Amended and Restated Certificate of Incorporation Corporate Governance |
Other | For | AGAINST 15 funds |
FOR 5 funds |
| DELTA AIR LINES INC. | June 19, 2025 | A shareholder proposal requesting the ability for shareholders to act by written consent. Corporate Governance |
Other | Against | AGAINST 13 funds |
FOR 11 funds |
| DIAMONDBACK ENERGY INC. | May 21, 2025 | Stockholder proposal regarding certain executive severance arrangements. Corporate Governance |
Other | Against | AGAINST 13 funds |
FOR 9 funds |
| DOMINO'S PIZZA INC. | April 23, 2025 | Shareholder proposal regarding shareholder right to call a special meeting at a 15% threshold. Shareholder Rights and Defenses |
Other | Against | AGAINST 14 funds |
FOR 13 funds |
| DOVER CORP. | May 2, 2025 | To consider a shareholder proposal requesting an independent board chair. Corporate Governance |
Other | Against | AGAINST 13 funds |
FOR 14 funds |
| DT MIDSTREAM INC. | May 6, 2025 | Stockholder Proposal to Support Shareholder Ability to Call for a Special Shareholder Meeting. Shareholder Rights and Defenses |
Other | Against | AGAINST 11 funds |
FOR 3 funds |
| ENERGIZER HOLDINGS INC. | January 24, 2025 | Shareholder proposal - Director Election Resignation Governance Policy. Corporate Governance |
Other | Against | FOR 7 funds |
AGAINST 3 funds |
| EPAM SYSTEMS INC. | May 22, 2025 | To hold an advisory vote on a stockholder proposal relating to a simple majority vote. Corporate Governance |
Other | Against | AGAINST 15 funds |
FOR 10 funds |
| EQUINIX INC. | May 21, 2025 | Consideration and vote upon a stockholder proposal, if properly presented at the Annual Meeting, related to written consent of stockholders Shareholder Rights and Defenses |
Other | Against | AGAINST 16 funds |
FOR 16 funds |
| EVERSOURCE ENERGY | May 1, 2025 | Vote on a shareholder proposal titled "Support an Independent Board Chairman," if properly brought before the meeting. Corporate Governance |
Other | Against | AGAINST 14 funds |
FOR 5 funds |
| EXACT SCIENCES CORP. | June 12, 2025 | To vote on a shareholder proposal concerning the adoption of a director election resignation governance policy, if properly presented. Corporate Governance |
Other | Against | FOR 13 funds |
AGAINST 3 funds |
| FACTSET RESEARCH SYSTEMS INC. | December 19, 2024 | To vote on a stockholder proposal, if properly presented at the meeting. Shareholder Rights and Defenses |
Other | Against | AGAINST 15 funds |
FOR 11 funds |
| FATE THERAPEUTICS INC. | May 29, 2025 | To approve the adjournment of the Annual Meeting to the extent there are insufficient votes at the Annual Meeting to approve any of the above proposals. Corporate Governance |
Other | For | FOR 3 funds |
AGAINST 2 funds |
| FLOOR & DECOR HOLDINGS | May 7, 2025 | Stockholder proposal regarding shareholder ability to call for a special shareholder meeting. Corporate Governance |
Other | Against | AGAINST 13 funds |
FOR 5 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 | AGAINST 11 funds |
FOR 6 funds |
| 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 | AGAINST 14 funds |
FOR 4 funds |
| 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 | AGAINST 13 funds |
FOR 16 funds |
| 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 | AGAINST 13 funds |
FOR 9 funds |
| FUBOTV INC. | June 17, 2025 | Approval of the adjournment of the Annual Meeting, if necessary, to solicit additional proxies if there are not sufficient votes in favor of Proposal 4. Corporate Governance |
Other | For | FOR 4 funds |
AGAINST 2 funds |
| GARMIN LTD | June 6, 2025 | Advisory vote on the Swiss Statutory Non-Financial Matters Report Other Social Issues |
Other | For | FOR 12 funds |
ABSTAIN 11 funds |
| GROUP 1 AUTOMOTIVE INC. | May 13, 2025 | Shareholder Proposal: Simple Majority Vote. Corporate Governance |
Other | Against | AGAINST 7 funds |
FOR 6 funds |
| HARTFORD INSURANCE GROUP INC. | May 21, 2025 | Shareholder proposal that the Company adopt special meeting rights for shareholders Corporate Governance |
Other | Against | AGAINST 13 funds |
FOR 16 funds |
| HCA HEALTHCARE INC. | April 24, 2025 | Stockholder proposal, if properly presented at the meeting, regarding lavish golden parachutes. Compensation |
Other | Against | AGAINST 14 funds |
FOR 17 funds |
| 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 | AGAINST 11 funds |
FOR 11 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 | AGAINST 14 funds |
FOR 12 funds |
| INGLES MARKETS INC. | March 3, 2025 | Shareholder proposal to increase the size of the Company's board of directors. Corporate Governance |
Other | Against | AGAINST 7 funds |
FOR 2 funds |
| INTEL CORP. | May 6, 2025 | Stockholder proposal requesting shareholder right to act by written consent, if properly presented at the meeting. Corporate Governance |
Other | Against | AGAINST 12 funds |
FOR 12 funds |
| IQVIA HOLDINGS INC. | April 24, 2025 | If properly presented, a stockholder proposal concerning special stockholder meetings. Corporate Governance |
Other | Against | AGAINST 15 funds |
FOR 11 funds |
| JABIL INC. | January 23, 2025 | Vote on a stockholder proposal requesting director election resignation governance guidelines. Corporate Governance |
Other | Against | FOR 15 funds |
AGAINST 10 funds |
| JPMORGAN CHASE & CO. | May 20, 2025 | Support for an independent board chairman Corporate Governance |
Other | Against | AGAINST 13 funds |
FOR 18 funds |
| KRAFT HEINZ CO. | May 8, 2025 | Stockholder Proposal - Adopt policy on independent board chair, if properly presented. Corporate Governance |
Other | Against | AGAINST 12 funds |
FOR 8 funds |
| LENNAR CORP. | April 9, 2025 | Vote on a stockholder proposal on an Independent Board Chairman. Corporate Governance |
Other | Against | AGAINST 13 funds |
FOR 9 funds |
| LIONS GATE ENTERTAINMENT CORP. | April 23, 2025 | Advance Notice for Nomination of Directors for Starz Articles: to include advance notice provisions for nominations of directors. Shareholder Rights and Defenses |
Other | For | FOR 7 funds |
AGAINST 2 funds |
| LITHIA MOTORS INC. | April 24, 2025 | Vote on a shareholder proposal requesting shareholder approval of certain executive severance arrangements, if properly presented. Corporate Governance |
Other | Against | AGAINST 12 funds |
FOR 4 funds |
| LIVEONE INC. | September 12, 2024 | Approve an adjournment of the Annual Meeting to a later date or time, if necessary, to permit further solicitation and vote of proxies if there are not sufficient votes at the time of the Annual Meeting to approve any of the proposals presented for a vote at the Annual Meeting. Corporate Governance |
Other | For | FOR 2 funds |
AGAINST 2 funds |
| LKQ CORP. | May 7, 2025 | Advisory vote on a shareholder proposal to give shareholders the ability to call for a special shareholder meeting at a 10% ownership threshold. Corporate Governance |
Other | None | AGAINST 14 funds |
FOR 9 funds |
| LOCKHEED MARTIN CORP. | May 9, 2025 | Stockholder Proposal Requesting Shareholder Approval Requirement for Excessive Golden Parachutes Compensation |
Other | Against | AGAINST 15 funds |
FOR 11 funds |
| MARATHON PETROLEUM CORP. | April 30, 2025 | Shareholder proposal to support a simple majority vote. Shareholder Rights and Defenses |
Other | Against | AGAINST 12 funds |
FOR 12 funds |
| MONEYLION INC | April 10, 2025 | to approve the adjournment from time to time of the special meeting of stockholders of MoneyLion (referred to as the "MoneyLion special meeting"), if necessary to solicit additional proxies if there are not sufficient votes to approve the merger agreement proposal at the time of the MoneyLion special meeting or any adjournment or postponement thereof (referred to as the "adjournment proposal") Corporate Governance |
Other | For | FOR 4 funds |
AGAINST 2 funds |
| MONOLITHIC POWER SYSTEMS INC. | June 12, 2025 | Vote on a stockholder proposal to give shareholders the ability to call for a special shareholder meeting. Corporate Governance |
Other | Against | AGAINST 13 funds |
FOR 11 funds |
| NATIONAL BEVERAGE CORP. | October 4, 2024 | Shareholder proposal requesting annual preparation and disclosure of a comprehensive Environmental, Social and Governance (ESG) report, if properly presented at the meeting. Environment or Climate |
Other | Against | FOR 10 funds |
ABSTAIN 2 funds |
| NETFLIX INC. | June 5, 2025 | Stockholder proposal entitled, "Proposal 5 - Proposal that Won 45% NFLX Shareholder Support," if properly presented at the meeting. Shareholder Rights and Defenses |
Other | Against | AGAINST 13 funds |
FOR 22 funds |
| NEWELL BRANDS INC. | May 8, 2025 | A stockholder proposal to approve additional stock retention requirements for executives, if properly presented at the annual meeting. Compensation |
Other | Against | AGAINST 8 funds |
FOR 1 fund |
| NISOURCE INC. | May 12, 2025 | To consider a stockholder proposal requesting to support special shareholder meeting improvement. Corporate Governance |
Other | Against | AGAINST 14 funds |
FOR 8 funds |
| NVIDIA | June 25, 2025 | Approval of a stockholder proposal to adopt a new director election resignation governance policy. Corporate Governance |
Other | Against | FOR 16 funds |
AGAINST 29 funds |
| NVR INC. | May 6, 2025 | Shareholder proposal to provide shareholders with the right to call a special meeting. Corporate Governance |
Other | Against | AGAINST 13 funds |
FOR 15 funds |
| ORGANON & CO. | June 10, 2025 | Shareholder proposal requesting adoption of a director election resignation guideline. Corporate Governance |
Other | Against | FOR 11 funds |
AGAINST 1 fund |
| PACCAR INC | April 29, 2025 | Stockholder proposal regarding a shareholder vote on excessive golden parachutes Say-on-Pay |
Other | Against | AGAINST 12 funds |
FOR 14 funds |
| PAYPAL HOLDINGS INC. | June 5, 2025 | Stockholder Proposal - Reduce Threshold to Call Special Meetings of Stockholders. Corporate Governance |
Other | Against | AGAINST 14 funds |
FOR 14 funds |
| PHILLIPS 66 | May 21, 2025 | Elliott's proposal to approve, on an advisory basis, a resolution requesting that the Board of Directors adopt a policy to implement the annual election of all directors. Shareholder Rights and Defenses |
Other | Contested | FOR 12 funds |
AGAINST 8 funds |
| May 22, 2025 | Approve an amendment to our Amended and Restated Certificate of Incorporation to provide for officer exculpation as permitted by Delaware law. Corporate Governance |
Other | For | FOR 12 funds |
AGAINST 6 funds |
|
| PORTILLO'S INC. | June 10, 2025 | Shareholder Proposal, if properly presented Corporate Governance |
Other | Against | AGAINST 4 funds |
FOR 2 funds |
| POST HOLDINGS INC. | January 30, 2025 | Management proposal to eliminate certain supermajority voting requirements. Shareholder Rights and Defenses |
Other | For | AGAINST 12 funds |
FOR 7 funds |
| POST HOLDINGS INC. | January 30, 2025 | Shareholder proposal concerning adoption of a director election resignation guideline. Corporate Governance |
Other | Against | FOR 12 funds |
AGAINST 7 funds |
| POWER INTEGRATIONS INC. | May 15, 2025 | To consider, if properly presented at the Annual Meeting, a stockholder proposal requesting the Board of Directors to adopt a policy and amend governing documents in order that two separate individuals hold the office of Chairman of the Board and the office of the Chief Executive Officer. Corporate Governance |
Other | Against | AGAINST 7 funds |
FOR 6 funds |
| PRESTIGE C | August 6, 2024 | To approve the Amendments to our Amended and Restated Certificate of Incorporation. Corporate Governance |
Other | Not determined | AGAINST 10 funds |
FOR 6 funds |
| PROLOGIS INC. | May 8, 2025 | Vote on a stockholder proposal titled "Support a Reasonable Shareholder Ability to Call for a Special Shareholder Meeting." Corporate Governance |
Other | Against | AGAINST 15 funds |
FOR 15 funds |
| PRUDENTIAL FINANCIAL INC. | May 13, 2025 | Shareholder proposal regarding an Independent Board Chairman. Corporate Governance |
Other | Against | AGAINST 13 funds |
FOR 8 funds |
| Q32 BIO INC. | June 13, 2025 | To approve the adjournment of the Annual Meeting to the extent there are insufficient votes at the Annual Meeting to approve Proposal No. 2. Corporate Governance |
Other | For | AGAINST 1 fund |
FOR 2 funds |
| RB GLOBAL INC | May 5, 2025 | APPROVAL OF AN ORDINARY RESOLUTION RATIFYING, CONFIRMING AND APPROVING THE COMPANY'S SECOND AMENDED AND RESTATED SHAREHOLDER RIGHTS PLAN AGREEMENT, DATED AS OF FEBRUARY 24, 2025, BETWEEN THE COMPANY AND COMPUTERSHARE INVESTOR SERVICES INC., THE FULL TEXT OF WHICH RESOLUTION IS SET OUT IN THE ACCOMPANYING PROXY STATEMENT Shareholder Rights and Defenses |
Other | For | AGAINST 11 funds |
FOR 5 funds |
| REDWIRE CORP. | May 21, 2025 | To amend the Company's Certificate of Incorporation to limit the liability of certain officers of the Company. Director Elections |
Other | For | FOR 2 funds |
AGAINST 3 funds |
| REDWIRE CORP. | June 13, 2025 | Adjournment Proposal: To approve one or more adjournments of the Special Meeting of Redwire Stockholders (the "Special Meeting of Stockholders"), if appropriate, to solicit additional proxies if there are insufficient votes to approve the Mergers and the Stock Issuance pursuant to the Mergers at the time of the Special Meeting of Stockholders. Corporate Governance |
Other | For | AGAINST 2 funds |
FOR 3 funds |
| REVVITY INC. | April 22, 2025 | To approve the shareholder proposal regarding ability to call a special shareholder meeting, if properly presented at the annual meeting. Corporate Governance |
Other | Against | AGAINST 13 funds |
FOR 6 funds |
| RHYTHM PHARMACEUTICALS INC. | June 24, 2025 | Approval of an adjournment of the Annual Meeting, if necessary, to solicit additional proxies if there are not sufficient votes at the time of the Annual Meeting to approve the Officer Exculpation Amendment. Corporate Governance |
Other | For | AGAINST 5 funds |
FOR 4 funds |
| RIVIAN AUTOMOTIVE INC. | June 18, 2025 | Approval of the adjournment of the Annual Meeting, if necessary, to solicit additional proxies if there are not sufficient votes in favor of Proposal 4, Proposal 5, Proposal 6 or Proposal 7. Corporate Governance |
Other | For | AGAINST 12 funds |
FOR 3 funds |
| SALLY BEAUTY HOLDINGS INC. | January 24, 2025 | Vote on shareholder proposal (Director Election Resignation Guideline). Corporate Governance |
Other | Against | FOR 7 funds |
AGAINST 2 funds |
| SEZZLE INC. | November 19, 2024 | The adoption of the Fifth Restated Certificate of Incorporation. Corporate Governance |
Other | For | FOR 4 funds |
AGAINST 2 funds |
| SINCLAIR INC. | June 5, 2025 | Approval of the amendment to the Company's Articles of Amendment and Restatement to the Articles of Incorporation. Corporate Governance |
Other | For | FOR 7 funds |
AGAINST 3 funds |
| SOLO BRANDS INC. | May 23, 2025 | Approval of an adjournment of the Annual Meeting to a later date or dates, if necessary, to solicit additional proxies if there are not sufficient votes at the time of the Annual Meeting to approve Proposals 3 or 4. Corporate Governance |
Other | For | FOR 1 fund |
AGAINST 1 fund |
| SOLO BRANDS INC. | May 23, 2025 | Approval of an amendment to the Company's Amended and Restated Certificate of Incorporation to provide for exculpation of officers from breaches of fiduciary duty to the extent permitted by the General Corporation Law of the State of Delaware. Director Elections |
Other | For | FOR 1 fund |
AGAINST 1 fund |
| SOUNDHOUND AI INC. | May 23, 2025 | To consider and vote upon an amendment to Article VIII of the Company's Second Amended and Restated Certificate of Incorporation to provide for officer exculpation. Director Elections |
Other | For | FOR 4 funds |
AGAINST 2 funds |
| SOUTHERN CO. | May 21, 2025 | Stockholder proposal regarding simple majority vote Shareholder Rights and Defenses |
Other | Against | AGAINST 12 funds |
FOR 18 funds |
| SPARTANNASH CO. | May 21, 2025 | Proposal to Provide Shareholders the Right to Call Special Meetings of Shareholders at a 15% Ownership Threshold, if properly presented at the Annual Meeting. Corporate Governance |
Other | Against | AGAINST 7 funds |
FOR 2 funds |
| STEM INC. | June 4, 2025 | To approve an adjournment of the Annual Meeting, if necessary or appropriate, to solicit additional proxies. Corporate Governance |
Other | For | FOR 2 funds |
AGAINST 2 funds |
| SYNOPSYS INC. | April 10, 2025 | To vote on a stockholder proposal regarding shareholder ratification of golden parachutes, if properly presented at the meeting. Corporate Governance |
Other | Against | AGAINST 13 funds |
FOR 16 funds |
| T. ROWE PRICE GROUP INC. | May 8, 2025 | Consider a stockholder proposal for a shareholder approval requirement for excessive golden parachutes. Compensation |
Other | Against | AGAINST 14 funds |
FOR 11 funds |
| TD SYNNEX CORP. | April 2, 2025 | Stockholder proposal regarding shareholder ability to call for a special shareholder meeting, if properly presented. Shareholder Rights and Defenses |
Other | Against | AGAINST 12 funds |
FOR 9 funds |
| TEJON RANCH CO. | May 13, 2025 | Vote on shareholder proposal to request Board of Directors to Amend Governance Documents to provide rights for shareholders with 10% or more ownership to call special meetings. Corporate Governance |
Other | Contested | AGAINST 4 funds |
FOR 1 fund |
| TELEDYNE TECHNOLOGIES INC. | April 23, 2025 | Approval of a stockholder proposal to support shareholder ability to call for a special shareholder meeting Corporate Governance |
Other | Against | AGAINST 13 funds |
FOR 9 funds |
| TEXAS INSTRUMENTS | April 17, 2025 | Stockholder proposal to permit a combined 10% of stockholders to call a special meeting. Corporate Governance |
Other | Against | AGAINST 15 funds |
FOR 20 funds |
| TEXAS PACIFIC LAND CORP. | November 8, 2024 | To consider a non-binding stockholder proposal regarding an amendment to the Company's Clawback Policy. Compensation |
Other | Against | AGAINST 12 funds |
FOR 4 funds |
| TEXAS PACIFIC LAND CORP. | November 8, 2024 | To consider a non-binding stockholder proposal regarding stockholders' ability to act by written consent. Corporate Governance |
Other | Against | AGAINST 12 funds |
FOR 4 funds |
| TEXAS PACIFIC LAND CORP. | November 8, 2024 | To consider a non-binding stockholder proposal regarding the renomination of directors. Corporate Governance |
Other | Against | FOR 12 funds |
AGAINST 4 funds |
| THE TRAVELERS COMPANIES, INC. | May 21, 2025 | Shareholder proposal relating to ratification of golden parachutes, if presented at the Annual Meeting of Shareholders. Compensation |
Other | Against | AGAINST 12 funds |
FOR 18 funds |
| TRANSOCEAN LTD. | May 30, 2025 | Approval of the Swiss Statutory Report on Non-Financial Matters for Fiscal Year 2024 Other Social Issues |
Other | For | FOR 10 funds |
ABSTAIN 3 funds |
| TRIUMPH GROUP INC. | August 8, 2024 | To consider a stockholder proposal to adopt a policy and amend the Company's governing documents so that two separate people hold the office of Chairman and Chief Executive Officer of the Company. Corporate Governance |
Other | Against | AGAINST 4 funds |
FOR 2 funds |
| U-HAUL HOLDING CO. | August 15, 2024 | A proposal received from Company Stockholder proponents to ratify and affirm the decisions and actions taken by the Board of Directors and executive officers of the Company with respect to U-HAUL HOLDING COMPANY, its subsidiaries, and its various constituencies for the fiscal year ended March 31,2024. Corporate Governance |
Other | For | ABSTAIN 11 funds |
AGAINST 2 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.