Home › Asset managers › Compare 2024-2025 › Charles Schwab vs Brighthouse
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”.
Charles Schwab 2024-2025 · Brighthouse 2024-2025 · Download the item list (CSV)
| Common items | Same | Differ | Split (not in %) | Same position | Fund-level | |
|---|---|---|---|---|---|---|
| All ballot items | 21,315 | 5,158 | 3,875 | 12,282 | 57.1% | 60.9% |
| Board proposals | 20,027 | 4,739 | 3,782 | 11,506 | 55.6% | 60.8% |
| E&S shareholder proposals | 284 | 25 | 7 | 252 | 78.1% | 45.0% |
| Other items | 1,004 | 394 | 86 | 524 | 82.1% | 66.4% |
Everything Voted differently Split votes
All ballot items Board proposals E&S shareholder proposals Other items
610 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 | Brighthouse |
|---|---|---|---|---|---|---|
| CASTLE BIOSCIENCES INC. | May 22, 2025 | To approve the amendment and restatement of the Company's Amended and Restated Certificate of Incorporation to limit the liability of certain officers of the Company to the maximum extent permitted by Delaware law. Director Elections |
Other | For | FOR 5 funds |
Split 3 FOR, 1 ABSTAIN |
| CATALYST PHARMACEUTICALS INC. | May 20, 2025 | To transact such other business as may properly come before the meeting. Corporate Governance |
Other | For | AGAINST 6 funds |
Split 6 AGAINST, 2 ABSTAIN |
| CBIZ INC. | October 23, 2024 | Adjournment Proposal-To consider and vote upon a proposal to approve the adjournment of the Special Meeting to a later date or dates, if necessary or appropriate, to permit further solicitation and vote of proxies in the event that there are insufficient votes for, or otherwise in connection with, the approval of the Stock Issuance Proposal or if a quorum is not present. (Proposal No. 2). Corporate Governance |
Other | For | FOR 7 funds |
Split 6 FOR, 1 AGAINST |
| CDW CORP. | May 20, 2025 | To consider and act upon the stockholder proposal, if properly presented at the meeting, regarding stockholder right to act by written consent. Corporate Governance |
Other | Against | AGAINST 14 funds |
Split 8 FOR, 3 ABSTAIN |
| 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 |
Split 5 FOR, 2 AGAINST, 2 ABSTAIN |
| CELESTICA INC. | June 17, 2025 | To confirm the adoption of By-Law 2 regarding advance notice requirements for the nomination of individuals for election as directors. Shareholder Rights and Defenses |
Other | For | FOR 3 funds |
Split 2 FOR, 1 ABSTAIN |
| 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 |
Split 7 FOR, 1 AGAINST, 2 ABSTAIN |
| CHARTER COMMUNICATIONS INC. | February 26, 2025 | A proposal to approve the adjournment of the Charter special meeting from time to time to solicit additional proxies in favor of the Charter merger proposal or the share issuance proposal if there are insufficient votes at the time of such adjournment to approve the Charter merger proposal or the share issuance proposal or if otherwise determined by the chairperson of the meeting to be necessary or appropriate (the "Charter adjournment proposal"). Corporate Governance |
Other | For | FOR 13 funds |
Split 5 FOR, 3 ABSTAIN |
| 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 |
Split 3 FOR, 1 AGAINST, 1 ABSTAIN |
| 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 |
Split 5 FOR, 4 AGAINST, 5 ABSTAIN |
| CHEVRON CORP. | May 28, 2025 | Amendments to the Company's Restated Certificate of Incorporation to Provide for Officer Exculpation Director Elections |
Other | For | FOR 14 funds |
Split 8 FOR, 1 AGAINST, 5 ABSTAIN |
| CHIPOTLE MEXICAN GRILL INC. | June 11, 2025 | Shareholder Proposal - Requesting an Independent Board Chair. Corporate Governance |
Other | Against | AGAINST 13 funds |
Split 1 FOR, 9 AGAINST, 1 ABSTAIN |
| CHOICE HOTELS INTERNATIONAL INC. | May 15, 2025 | Approval of a shareholder proposal requesting the Company consider a simple majority vote requirement in our organizational documents. Corporate Governance |
Other | For | FOR 12 funds |
Split 3 FOR, 1 ABSTAIN |
| CHUBB LIMITED | May 15, 2025 | Approval of the Sustainability Report of Chubb Limited for the year ended December 31, 2024 Other Social Issues |
Other | For | FOR 12 funds |
Split 9 FOR, 4 ABSTAIN |
| CHUBB LIMITED | May 15, 2025 | Approval of the management report, standalone financial statements and consolidated financial statements of Chubb Limited for the year ended December 31, 2024 Other |
Other | For | FOR 12 funds |
Split 11 FOR, 2 ABSTAIN |
| CHUBB LIMITED | May 15, 2025 | Discharge of the Board of Directors Corporate Governance |
Other | For | FOR 12 funds |
Split 11 FOR, 2 ABSTAIN |
| CHUBB LIMITED | May 15, 2025 | Election of Homburger AG as independent proxy Corporate Governance |
Other | For | FOR 12 funds |
Split 11 FOR, 2 ABSTAIN |
| CHUBB LIMITED | May 15, 2025 | Election of PricewaterhouseCoopers AG (Zurich) as our statutory auditor Audit-related |
Other | For | FOR 12 funds |
Split 2 FOR, 2 ABSTAIN |
| CHUBB LIMITED | May 15, 2025 | If a new agenda item or a new proposal for an existing agenda item is put before the meeting, I/we hereby authorize and instruct the independent proxy to vote as follows: For = In accordance with the position of the Board of Directors Against = Against new items and proposals Abstain = Abstain on new items and proposals Other |
Other | For | AGAINST 12 funds |
Split 2 FOR, 9 AGAINST, 2 ABSTAIN |
| CHUBB LIMITED | May 15, 2025 | Shareholder proposal on Scope 3 greenhouse gas emissions reporting, if properly presented Environment or Climate |
Other | Against | AGAINST 12 funds |
Split 1 FOR, 8 AGAINST, 4 ABSTAIN |
| CHURCH & D | May 1, 2025 | Stockholder Proposal - Support Special Shareholder Meeting Improvement. Corporate Governance |
Other | Not determined | AGAINST 13 funds |
Split 1 FOR, 9 AGAINST, 3 ABSTAIN |
| CIGNA GROUP | April 23, 2025 | Shareholder proposal - Support Special Shareholder Meeting Improvement Corporate Governance |
Other | Against | AGAINST 14 funds |
Split 2 FOR, 11 AGAINST, 2 ABSTAIN |
| CIRRUS LOGIC INC. | July 26, 2024 | Approval of an amendment and restatement of the Company's Certificate of Incorporation to permit officer exculpation. Director Elections |
Other | For | FOR 10 funds |
Split 8 FOR, 2 ABSTAIN |
| CITIGROUP INC. | April 29, 2025 | Stockholder proposal requesting a shareholder vote regarding excessive golden parachutes. Compensation |
Other | Against | AGAINST 12 funds |
Split 4 FOR, 4 AGAINST, 5 ABSTAIN |
| CLEARWATER ANALYTICS HOLDINGS INC. | December 20, 2024 | To adjourn the special meeting to a later date or dates if necessary or appropriate, including adjournments to solicit additional proxies if there are insufficient votes at the time of the special meeting to approve the Amendment Proposal. Corporate Governance |
Other | For | FOR 5 funds |
Split 3 FOR, 2 ABSTAIN |
| 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 |
Split 5 FOR, 5 ABSTAIN |
| CNH INDUSTRIAL N V | May 12, 2025 | Adoption of the 2024 Company Annual Financial Statements Corporate Governance |
Other | For | FOR 15 funds |
Split 3 FOR, 2 ABSTAIN |
| CNH INDUSTRIAL N V | May 12, 2025 | Discharge of the executive directors and the non-executive directors of the Board during the financial year 2024 for the performance of their duties during 2024 Director Elections |
Other | For | FOR 15 funds |
Split 3 FOR, 2 ABSTAIN |
| CNO FINANC | May 8, 2025 | Approval of the Amended and Restated Certificate of Incorporation to include the Replacement NOL Protective Amendment. Shareholder Rights and Defenses |
Other | Not determined | FOR 8 funds |
Split 8 FOR, 1 ABSTAIN |
| COCA-COLA CO. | April 30, 2025 | Vote on shareowner proposal regarding DEI goals in executive pay Environment or Climate |
Other | Against | AGAINST 15 funds |
Split 4 AGAINST, 4 ABSTAIN |
| 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 |
Split 8 AGAINST, 6 ABSTAIN |
| COGENT COMMUNICATIONS HOLDINGS INC. | May 7, 2025 | To approve the amended and restated bylaws of the Company, which provide that the size of the Board of Directors shall be not less than six nor more than eight directors, with the exact number within such range to be fixed exclusively by the Board of Directors. Corporate Governance |
Other | For | FOR 7 funds |
Split 3 FOR, 1 ABSTAIN |
| COGNIZANT TECHNOLOGY SOLUTIONS CORP. | June 3, 2025 | Shareholder proposal regarding support for special shareholder meeting improvement, if properly presented at the meeting. Shareholder Rights and Defenses |
Other | Against | AGAINST 13 funds |
Split 1 FOR, 8 AGAINST, 3 ABSTAIN |
| COLGATE-PALMOLIVE CO. | May 9, 2025 | Stockholder proposal entitled "Support an independent Board Chairman." Corporate Governance |
Other | Against | AGAINST 13 funds |
Split 1 FOR, 8 AGAINST, 5 ABSTAIN |
| COMCAST CORP. | June 18, 2025 | Adopt policy for an independent chair Corporate Governance |
Other | Against | FOR 13 funds |
Split 7 FOR, 1 AGAINST, 7 ABSTAIN |
| COMCAST CORP. | June 18, 2025 | Consider "CEO pay ratio factor" in executive compensation Compensation |
Other | Against | AGAINST 13 funds |
Split 8 AGAINST, 7 ABSTAIN |
| COMMVAULT SYSTEMS INC. | August 8, 2024 | To transact such other business as may properly come before the meeting, or any adjournment or postponement thereof. Corporate Governance |
Other | For | AGAINST 8 funds |
Split 8 AGAINST, 3 ABSTAIN |
| CONAGRA BRANDS INC. | September 18, 2024 | Approval of an amendment to our Certificate of Incorporation to provide for officer exculpation Corporate Governance |
Other | For | FOR 13 funds |
Split 1 FOR, 3 ABSTAIN |
| 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 |
Split 1 FOR, 3 AGAINST, 1 ABSTAIN |
| CONCENTRIX CORP. | March 25, 2025 | Approval of an amendment to the Company's Amended and Restated Certificate of Incorporation, as amended, to permit stockholders owning at least 25% of our common stock to call a special meeting of stockholders. Corporate Governance |
Other | For | FOR 13 funds |
Split 2 FOR, 2 ABSTAIN |
| CONSTELLIUM SE | May 15, 2025 | Amendment of article 13 of the articles of association. Corporate Governance |
Other | For | FOR 4 funds |
Split 1 FOR, 1 ABSTAIN |
| CONSTELLIUM SE | May 15, 2025 | Amendment of article 20 of the articles of association. Corporate Governance |
Other | For | FOR 4 funds |
Split 1 FOR, 1 ABSTAIN |
| CONSTELLIUM SE | May 15, 2025 | Approval of the consolidated financial statements and transactions for the fiscal year ended 31 December 2024. Corporate Governance |
Other | For | FOR 4 funds |
Split 1 FOR, 1 ABSTAIN |
| CONSTELLIUM SE | May 15, 2025 | Approval of the statutory financial statements and transactions for the fiscal year ended 31 December 2024. Corporate Governance |
Other | For | FOR 4 funds |
Split 1 FOR, 1 ABSTAIN |
| CONSTELLIUM SE | May 15, 2025 | Discharge (quitus) of the directors, the Chief Executive Officer, and the Statutory Auditors of the Company in respect of the performance of their duties for the fiscal year ended 31 December 2024. Director Elections |
Other | For | FOR 4 funds |
Split 1 FOR, 1 ABSTAIN |
| CONSTELLIUM SE | May 15, 2025 | Powers to carry out formalities. Corporate Governance |
Other | For | FOR 4 funds |
Split 1 FOR, 1 ABSTAIN |
| COOPER COMPANIES INC. | April 2, 2025 | Approve an amendment to our Second Restated Certificate of Incorporation to provide for the exculpation of officers. Director Elections |
Other | For | FOR 13 funds |
Split 7 FOR, 1 AGAINST, 1 ABSTAIN |
| CORPAY INC. | June 11, 2025 | Shareholder proposal regarding an independent Board chair requirement, if properly presented at the meeting. Corporate Governance |
Other | Against | FOR 13 funds |
Split 6 FOR, 1 AGAINST, 2 ABSTAIN |
| 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 |
Split 1 AGAINST, 1 ABSTAIN |
| CRITEO SA | June 13, 2025 | Approve the Indemnification Agreement entered into between the Company and Mr. Ernst Teunissen (agreement referred to in Articles L.225-38 et seq. of the French Commercial Code), Corporate Governance |
Other | For | FOR 2 funds |
Split 1 FOR, 1 ABSTAIN |
| CRITEO SA | June 13, 2025 | Approve the consolidated financial statements for the fiscal year ended December 31, 2024, Corporate Governance |
Other | For | FOR 2 funds |
Split 1 FOR, 1 ABSTAIN |
| CRITEO SA | June 13, 2025 | Approve the statutory financial statements for the fiscal year ended December 31, 2024, Corporate Governance |
Other | For | FOR 2 funds |
Split 1 FOR, 1 ABSTAIN |
| CROWN CASTLE INC. | May 21, 2025 | The amendment and restatement of the Company's Charter to eliminate unnecessary and outdated provisions. Corporate Governance |
Other | For | FOR 15 funds |
Split 1 FOR, 2 ABSTAIN |
| CUMMINS INC. | May 13, 2025 | The shareholder proposal regarding an independent Chairman of the Board. Corporate Governance |
Other | Against | AGAINST 13 funds |
Split 6 FOR, 3 AGAINST, 5 ABSTAIN |
| 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 |
Split 4 FOR, 3 AGAINST, 1 ABSTAIN |
| DANA INC. | April 24, 2025 | Shareholder proposal to require an independent Board Chairman. Corporate Governance |
Other | Against | AGAINST 8 funds |
Split 5 FOR, 1 AGAINST, 1 ABSTAIN |
| 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 |
Split 1 FOR, 4 AGAINST, 3 ABSTAIN |
| DAYFORCE INC. | May 2, 2025 | To approve Dayforce's Amended and Restated Certificate of Incorporation Corporate Governance |
Other | For | AGAINST 15 funds |
Split 5 FOR, 1 ABSTAIN |
| 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 |
Split 5 FOR, 5 ABSTAIN |
| DENNY'S CO. | May 14, 2025 | A proposal that asks the Board of Directors to take the steps necessary to amend the governing documents to give shareholders with an aggregate of at least 15% of outstanding common stock the power to call special meetings of stockholders. Corporate Governance |
Other | Not determined | AGAINST 7 funds |
Split 1 FOR, 1 AGAINST |
| DEVON ENERGY CORP. | June 4, 2025 | Stockholder Proposal for Support for Special Shareholder Meeting Improvement. Shareholder Rights and Defenses |
Other | Against | AGAINST 13 funds |
Split 6 AGAINST, 5 ABSTAIN |
| DIAMONDBACK ENERGY INC. | May 21, 2025 | Stockholder proposal regarding certain executive severance arrangements. Corporate Governance |
Other | Against | AGAINST 13 funds |
Split 6 FOR, 1 AGAINST, 3 ABSTAIN |
| DIGITALOCEAN HOLDINGS INC. | June 9, 2025 | Approval of our Amended and Restated Certificate of Incorporation to provide for the exculpation of officers as permitted by Delaware law and make an additional non-substantive and clarifying change. Director Elections |
Other | For | FOR 8 funds |
Split 2 FOR, 2 ABSTAIN |
| DISCOVER FINANCIAL SERVICES | February 18, 2025 | Approval of one or more adjournments of the Special Meeting, if necessary or appropriate, including adjournments to permit further solicitation of proxies in favor of adopting the merger agreement. Corporate Governance |
Other | For | FOR 13 funds |
Split 7 FOR, 2 ABSTAIN |
| DOLBY LABORATORIES INC. | February 4, 2025 | Amendment of the Company's Amended and Restated Certificate of Incorporation to provide for officer exculpation as permitted by Delaware law. Director Elections |
Other | For | AGAINST 9 funds |
Split 3 AGAINST, 2 ABSTAIN |
| DOLLAR GENERAL CORP. | May 29, 2025 | To vote on a shareholder proposal to remove the one-year holding period requirement to call a special shareholders' meeting. Corporate Governance |
Other | Against | AGAINST 13 funds |
Split 1 FOR, 5 AGAINST, 1 ABSTAIN |
| 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 |
Split 8 FOR, 2 AGAINST, 2 ABSTAIN |
| DOORDASH INC. | June 24, 2025 | The approval of an amendment to our amended and restated certificate of incorporation to reflect certain Delaware law provisions regarding officer exculpation. Director Elections |
Other | For | AGAINST 14 funds |
Split 1 FOR, 6 AGAINST, 6 ABSTAIN |
| DOVER CORP. | May 2, 2025 | To consider a shareholder proposal requesting an independent board chair. Corporate Governance |
Other | Against | AGAINST 13 funds |
Split 6 FOR, 1 AGAINST, 3 ABSTAIN |
| 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 |
Split 2 FOR, 1 ABSTAIN |
| DTE ENERGY CO. | May 8, 2025 | Vote on a shareholder proposal relating to elimination of the holding period for shares required to call a special shareholder meeting Shareholder Rights and Defenses |
Other | Against | AGAINST 13 funds |
Split 5 AGAINST, 2 ABSTAIN |
| DUKE ENERGY CORP. | May 1, 2025 | Shareholder proposal regarding support simple majority vote Shareholder Rights and Defenses |
Other | For | FOR 13 funds |
Split 8 FOR, 1 ABSTAIN |
| DYNATRACE INC. | August 23, 2024 | Approve an amendment to the Amended and Restated Certificate of Incorporation of Dynatrace, Inc. to limit the liability of certain officers in certain circumstances as permitted pursuant to amendments to Delaware law. Director Elections |
Other | For | FOR 12 funds |
Split 5 FOR, 3 ABSTAIN |
| E.L.F. BEAUTY INC. | August 22, 2024 | To approve an amendment to the Company's Amended and Restated Certificate of Incorporation to provide for officer exculpation. Director Elections |
Other | For | FOR 8 funds |
Split 8 FOR, 3 AGAINST, 1 ABSTAIN |
| E.ON SE | May 15, 2025 | Amendments to Articles (Virtual Meeting) Corporate Governance |
Other | For | FOR 4 funds |
Split 1 AGAINST, 1 ABSTAIN |
| E.ON SE | May 15, 2025 | Ratification of Management Board Acts Corporate Governance |
Other | For | FOR 4 funds |
Split 1 FOR, 1 ABSTAIN |
| E.ON SE | May 15, 2025 | Ratification of Supervisory Board Acts Corporate Governance |
Other | For | FOR 4 funds |
Split 1 FOR, 1 ABSTAIN |
| EAGLE MATE | August 1, 2024 | Approval of an amendment to our Restated Certificate of Incorporation to allow for officer exculpation. Corporate Governance |
Other | Not determined | FOR 12 funds |
Split 5 FOR, 2 AGAINST, 1 ABSTAIN |
| EBAY INC. | June 25, 2025 | Stockholder Proposal 5 - Special stockholder meeting threshold, if properly presented. Shareholder Rights and Defenses |
Other | Against | AGAINST 13 funds |
Split 1 FOR, 2 ABSTAIN |
| EBAY INC. | June 25, 2025 | Stockholder Proposal 6 - Director resignation policy, if properly presented. Shareholder Rights and Defenses |
Other | Against | FOR 13 funds |
Split 1 FOR, 2 ABSTAIN |
| ECOLAB | May 8, 2025 | Approve amendment to the Ecolab Inc. Restated Certificate of Incorporation to limit the liability of certain officers as permitted by Delaware law. Corporate Governance |
Other | For | FOR 13 funds |
Split 8 FOR, 4 ABSTAIN |
| EDISON INTERNATIONAL | April 24, 2025 | Shareholder Proposal Regarding Shareholder Approval of Certain Severance Pay Arrangements Corporate Governance |
Other | Against | AGAINST 13 funds |
Split 8 AGAINST, 2 ABSTAIN |
| ENERGIZER HOLDINGS INC. | January 24, 2025 | Shareholder proposal - Director Election Resignation Governance Policy. Corporate Governance |
Other | Against | FOR 7 funds |
Split 2 AGAINST, 1 ABSTAIN |
| ENSTAR GRO | November 6, 2024 | To approve an adjournment 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 approve the proposal to approve the Merger Agreement and the Mergers. Corporate Governance |
Other | Not determined | FOR 9 funds |
Split 3 FOR, 1 AGAINST |
| ENTEGRIS INC. | April 23, 2025 | Stockholder Proposal Regarding Simple Majority Voting. Corporate Governance |
Other | None | FOR 12 funds |
Split 4 FOR, 1 AGAINST, 2 ABSTAIN |
| ENVESTNET INC. | September 24, 2024 | To approve an adjournment 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 approve the Merger Proposal or in the absence of a quorum. Corporate Governance |
Other | For | FOR 7 funds |
Split 2 FOR, 1 AGAINST, 1 ABSTAIN |
| 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 |
Split 6 FOR, 1 AGAINST, 2 ABSTAIN |
| EQT CORP. | July 18, 2024 | To approve one or more adjournments of the special meeting, if necessary or appropriate, to permit solicitation of additional votes if there are not sufficient votes to approve Proposals 1 and 2. Corporate Governance |
Other | For | FOR 14 funds |
Split 3 FOR, 1 ABSTAIN |
| EQT CORP. | April 16, 2025 | Approval of an amendment to EQT Corporation's Bylaws to reflect Pennsylvania law provisions regarding officer exculpation. Director Elections |
Other | For | FOR 15 funds |
Split 2 FOR, 1 AGAINST, 2 ABSTAIN |
| 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 |
Split 4 FOR, 4 AGAINST, 4 ABSTAIN |
| EQUITABLE HOLDINGS INC. | May 21, 2025 | Amendments to the Company's Certificate of Incorporation and By-laws to create a stockholder right to call a special meeting. Corporate Governance |
Other | For | FOR 12 funds |
Split 8 FOR, 1 ABSTAIN |
| EQUITABLE HOLDINGS INC. | May 21, 2025 | Amendments to the Company's Certificate of Incorporation to limit the liability of certain officers of the Company, as permitted by Delaware law. Director Elections |
Other | For | FOR 12 funds |
Split 8 FOR, 1 ABSTAIN |
| EQUITABLE HOLDINGS INC. | May 21, 2025 | Vote on a stockholder proposal regarding stockholders ability to call a special shareholder meeting. Shareholder Rights and Defenses |
Other | Against | AGAINST 12 funds |
Split 2 AGAINST, 1 ABSTAIN |
| EQUITRANS MIDSTREAM CORP. | July 18, 2024 | Approval of the adjournment of the special meeting of shareholders of the Company (the "Special Meeting"), if necessary or appropriate, to solicit additional proxies if there are not sufficient votes to adopt the Merger Agreement. Corporate Governance |
Other | For | FOR 7 funds |
Split 6 FOR, 1 ABSTAIN |
| EVEREST GROUP LTD. | May 14, 2025 | To approve amendments to the Everest Group, Ltd. Bye-Laws (as described in the Proxy Statement). Corporate Governance |
Other | For | FOR 15 funds |
Split 8 FOR, 2 ABSTAIN |
| EVERSOURCE ENERGY | May 1, 2025 | Approve proposed amendments to our Declaration of Trust to eliminate supermajority voting requirements and allow virtual annual meetings of shareholders. Corporate Governance |
Other | For | FOR 14 funds |
Split 6 FOR, 2 ABSTAIN |
| 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 |
Split 6 FOR, 2 ABSTAIN |
| 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 |
Split 1 FOR, 3 AGAINST, 1 ABSTAIN |
| 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 |
Split 7 FOR, 4 ABSTAIN |
| 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 |
Split 3 AGAINST, 1 ABSTAIN |
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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.