Home › Asset managers › Compare 2024-2025 › Charles Schwab vs Jackson National
Charles Schwab 2024-2025 · Jackson National 2024-2025 · Download the item list (CSV)
| Common items | Same | Differ | Split (not in %) | Same position | Fund-level | |
|---|---|---|---|---|---|---|
| All ballot items | 7,635 | 6,327 | 402 | 906 | 94.0% | 89.8% |
| Board proposals | 6,488 | 5,466 | 354 | 668 | 93.9% | 90.0% |
| E&S shareholder proposals | 252 | 196 | 2 | 54 | 99.0% | 94.3% |
| Other items | 895 | 665 | 46 | 184 | 93.5% | 87.5% |
Everything Voted differently Split votes
All ballot items Board proposals E&S shareholder proposals Other items
906 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 | Jackson National |
|---|---|---|---|---|---|---|
| ALPHABET INC. | June 6, 2025 | Stockholder proposal regarding a human rights impact assessment of AI-driven targeted ad policies Human Rights or Human Capital/workforce |
Shareholder (E&S) | Against | FOR 14 funds |
Split 2 FOR, 20 AGAINST |
| ALPHABET INC. | June 6, 2025 | Stockholder proposal regarding a report on AI data usage oversight Human Rights or Human Capital/workforce |
Shareholder (E&S) | Against | AGAINST 14 funds |
Split 2 FOR, 20 AGAINST |
| ALPHABET INC. | June 6, 2025 | Stockholder proposal regarding a report on alignment of lobbying activities with child safety policies Human Rights or Human Capital/workforce |
Shareholder (E&S) | Against | AGAINST 14 funds |
Split 1 FOR, 21 AGAINST |
| ALPHABET INC. | June 6, 2025 | Stockholder proposal regarding a report on charitable partnerships Human Rights or Human Capital/workforce |
Shareholder (E&S) | Against | AGAINST 14 funds |
Split 7 FOR, 15 AGAINST |
| ALPHABET INC. | June 6, 2025 | Stockholder proposal regarding a report on online safety for children Compensation |
Shareholder (E&S) | Against | AGAINST 14 funds |
Split 8 FOR, 14 AGAINST |
| ALPHABET INC. | June 6, 2025 | Stockholder proposal regarding a request to cease CEI participation Shareholder Rights and Defenses |
Shareholder (E&S) | Against | AGAINST 14 funds |
Split 7 FOR, 15 AGAINST |
| BANK OF AMERICA CORP. | April 22, 2025 | Shareholder proposal requesting disclosure of energy financing ratio Environment or Climate |
Shareholder (E&S) | Against | AGAINST 13 funds |
Split 2 FOR, 15 AGAINST |
| BANK OF AMERICA CORP. | April 22, 2025 | Shareholder proposal requesting report on lobbying alignment with Bank of America's climate goals Other Social Issues |
Shareholder (E&S) | Against | AGAINST 13 funds |
Split 1 FOR, 16 AGAINST |
| BJ'S WHOLESALE CLUB HOLDINGS INC. | June 19, 2025 | Vote on a shareholder proposal regarding a report on greenhouse gas emissions reduction efforts, if properly presented at the meeting. Environment or Climate |
Shareholder (E&S) | Against | AGAINST 12 funds |
Split 1 FOR, 9 AGAINST |
| CASEY'S GENERAL STORES INC. | August 28, 2024 | Shareholder proposal regarding greenhouse gas emissions reporting. Environment or Climate |
Shareholder (E&S) | Against | AGAINST 13 funds |
Split 2 FOR, 9 AGAINST |
| CBOE GLOBAL MARKETS INC. | May 6, 2025 | Stockholder proposal regarding political spending. Other Social Issues |
Shareholder (E&S) | Against | AGAINST 14 funds |
Split 3 FOR, 4 AGAINST |
| CHARTER COMMUNICATIONS INC. | April 22, 2025 | Stockholder proposal regarding political expenditures report. Other Social Issues |
Shareholder (E&S) | Against | FOR 13 funds |
Split 2 FOR, 12 AGAINST |
| CINTAS CORP. | October 29, 2024 | A shareholder proposal regarding disclosure of key diversity and inclusion metrics, if properly presented at the meeting. Human Rights or Human Capital/workforce |
Shareholder (E&S) | Against | AGAINST 13 funds |
Split 1 FOR, 12 AGAINST |
| CINTAS CORP. | October 29, 2024 | A shareholder proposal regarding disclosure of managing climate risk through science-based targets and transition planning, if properly presented at the meeting. Environment or Climate |
Shareholder (E&S) | Against | AGAINST 13 funds |
Split 2 FOR, 11 AGAINST |
| CINTAS CORP. | October 29, 2024 | A shareholder proposal regarding political disclosure, if properly presented at the meeting. Other Social Issues |
Shareholder (E&S) | Against | FOR 13 funds |
Split 2 FOR, 11 AGAINST |
| CONSTELLATION BRANDS INC. | July 17, 2024 | Stockholder proposaI on circular packaging. Environment or Climate |
Shareholder (E&S) | Against | AGAINST 16 funds |
Split 1 FOR, 11 AGAINST |
| CONSTELLATION BRANDS INC. | July 17, 2024 | Stockholder proposal on greenhouse gas emissions. Environment or Climate |
Shareholder (E&S) | Against | AGAINST 16 funds |
Split 1 FOR, 11 AGAINST |
| CONSTELLATION BRANDS INC. | July 17, 2024 | Stockholder proposal on managing supply chain water risk. Environment or Climate |
Shareholder (E&S) | Against | AGAINST 16 funds |
Split 1 FOR, 11 AGAINST |
| COSTAR GROUP | June 26, 2025 | Stockholder proposal regarding support for transparency in political spending, if properly presented. Other Social Issues |
Shareholder (E&S) | Against | AGAINST 14 funds |
Split 1 FOR, 12 AGAINST |
| CROWN HOLDINGS INC. | May 1, 2025 | Consideration of a Shareholder proposal regarding transparency in political spending. Other Social Issues |
Shareholder (E&S) | Against | FOR 12 funds |
Split 2 FOR, 9 AGAINST |
| DARDEN RESTAURANTS INC. | September 18, 2024 | To vote on a shareholder proposal requesting the Company issue a report on if and how it will reduce greenhouse gas emissions in alignment with the Paris Agreement's 1.5 degree goal if properly presented at the meeting. Environment or Climate |
Shareholder (E&S) | Against | AGAINST 15 funds |
Split 1 FOR, 10 AGAINST |
| DEERE & CO. | February 26, 2025 | Shareholder proposal on a civil rights audit Diversity, Equity, and Inclusion |
Shareholder (E&S) | Against | AGAINST 12 funds |
Split 2 FOR, 15 AGAINST |
| DRAFTKINGS INC. | May 19, 2025 | To consider a shareholder proposal regarding board matrix disclosure. Corporate Governance |
Shareholder (E&S) | Against | AGAINST 9 funds |
Split 3 FOR, 5 AGAINST |
| FEDEX CORP. | September 23, 2024 | Stockholder proposal regarding a Just Transition report. Environment or Climate |
Shareholder (E&S) | Against | AGAINST 12 funds |
Split 1 FOR, 13 AGAINST |
| FEDEX CORP. | September 23, 2024 | Stockholder proposal regarding climate lobbying alignment with company's carbon neutral goals. Environment or Climate |
Shareholder (E&S) | Against | AGAINST 12 funds |
Split 3 FOR, 11 AGAINST |
| GENERAL MILLS INC. | September 24, 2024 | Shareholder Proposal - Disclosure of Regenerative Agriculture Practices Within Supply Chain. Environment or Climate |
Shareholder (E&S) | Against | AGAINST 13 funds |
Split 1 FOR, 9 AGAINST |
| GENERAL MILLS INC. | September 24, 2024 | Shareholder Proposal - Plastic Packaging. Environment or Climate |
Shareholder (E&S) | Against | AGAINST 13 funds |
Split 2 FOR, 8 AGAINST |
| 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 | FOR 13 funds |
Split 1 FOR, 16 AGAINST |
| GOLDMAN SACHS GROUP INC. | April 23, 2025 | Shareholder Proposal Regarding Disclosure of Energy Supply Financing Ratio Environment or Climate |
Shareholder (E&S) | Against | AGAINST 14 funds |
Split 1 FOR, 14 AGAINST |
| HOME DEPOT INC. | May 22, 2025 | Shareholder Proposal Regarding Report on Packaging Policies for Plastics Environment or Climate |
Shareholder (E&S) | Against | AGAINST 16 funds |
Split 2 FOR, 15 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 | AGAINST 12 funds |
Split 2 FOR, 8 AGAINST |
| META PLATFORMS INC. | May 28, 2025 | A shareholder proposal regarding GHG emissions reduction actions. Environment or Climate |
Shareholder (E&S) | Against | AGAINST 14 funds |
Split 1 FOR, 25 AGAINST |
| META PLATFORMS INC. | May 28, 2025 | A shareholder proposal regarding report on AI data usage oversight. Corporate Governance |
Shareholder (E&S) | Against | AGAINST 14 funds |
Split 7 FOR, 16 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 | AGAINST 14 funds |
Split 6 FOR, 17 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 | AGAINST 14 funds |
Split 2 FOR, 23 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 | AGAINST 14 funds |
Split 3 FOR, 21 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 | AGAINST 14 funds |
Split 1 FOR, 23 AGAINST |
| MICROSOFT | December 10, 2024 | Report on AI Data Sourcing Accountability. Other Social Issues |
Shareholder (E&S) | Against | AGAINST 15 funds |
Split 5 FOR, 23 AGAINST |
| MICROSOFT | December 10, 2024 | Report on Data Operations in Human Rights Hotspots. Human Rights or Human Capital/workforce |
Shareholder (E&S) | Against | AGAINST 15 funds |
Split 6 FOR, 23 AGAINST |
| MICROSOFT | December 10, 2024 | Report on Risks of Weapons Development. Other Social Issues |
Shareholder (E&S) | Against | AGAINST 15 funds |
Split 1 FOR, 27 AGAINST |
| MORGAN STANLEY | May 15, 2025 | Shareholder proposal requesting an energy supply ratio Environment or Climate |
Shareholder (E&S) | Against | AGAINST 15 funds |
Split 3 FOR, 15 AGAINST |
| 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 | AGAINST 14 funds |
Split 1 FOR, 11 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 | AGAINST 16 funds |
Split 2 FOR, 24 AGAINST |
| PAYPAL HOLDINGS INC. | June 5, 2025 | Stockholder Proposal - Report on Charitable Giving. Other Social Issues |
Shareholder (E&S) | Against | AGAINST 14 funds |
Split 8 FOR, 3 AGAINST |
| PLANET FITNESS INC. | May 6, 2025 | Stockholder proposal regarding EEO-1 report disclosure policy. Human Rights or Human Capital/workforce |
Shareholder (E&S) | None | AGAINST 12 funds |
Split 2 FOR, 6 AGAINST, 1 ABSTAIN |
| PROCTER & GAMBLE CO. | October 8, 2024 | Shareholder Proposal - Pay Gap Reporting. Diversity, Equity, and Inclusion |
Shareholder (E&S) | Against | AGAINST 14 funds |
Split 2 FOR, 18 AGAINST |
| RTX CORP. | May 1, 2025 | Shareowner Proposal Requesting a Lobbying Transparency Report. Other Social Issues |
Shareholder (E&S) | Against | AGAINST 13 funds |
Split 1 FOR, 15 AGAINST |
| SKYWEST INC. | May 6, 2025 | A shareholder proposal regarding collective bargaining policy. Human Rights or Human Capital/workforce |
Shareholder (E&S) | Against | AGAINST 8 funds |
Split 1 FOR, 7 AGAINST |
| STRYKER CORP. | May 8, 2025 | Shareholder Proposal to Support Transparency in Political Spending. Other Social Issues |
Shareholder (E&S) | Against | AGAINST 14 funds |
Split 1 FOR, 14 AGAINST |
| TEXAS ROADHOUSE INC. | May 15, 2025 | An Advisory Vote on a Shareholder Proposal Regarding the Adoption of a Policy Requiring the Disclosure of Texas Roadhouse's Consolidated EEO-1 Report Diversity, Equity, and Inclusion |
Shareholder (E&S) | Against | AGAINST 12 funds |
Split 1 FOR, 7 AGAINST |
| THE WALT DISNEY COMPANY | March 20, 2025 | Shareholder proposal, if properly presented at the meeting, requesting consideration of participation in the Human Rights Campaign's Corporate Equality Index. Other Social Issues |
Shareholder (E&S) | Against | AGAINST 12 funds |
Split 8 FOR, 9 AGAINST |
| VISA INC. | January 28, 2025 | Shareholder proposal on transparency in lobbying. Other Social Issues |
Shareholder (E&S) | Against | AGAINST 15 funds |
Split 1 FOR, 25 AGAINST |
| WALMART INC. | June 5, 2025 | Health and Safety Governance Human Rights or Human Capital/workforce |
Shareholder (E&S) | Against | AGAINST 15 funds |
Split 1 FOR, 17 AGAINST |
| WELLS FARGO & CO. | April 29, 2025 | Shareholder Proposal - Energy Supply Ratio. Environment or Climate |
Shareholder (E&S) | Against | AGAINST 12 funds |
Split 1 FOR, 14 AGAINST |
| ABBVIE INC. | May 9, 2025 | Stockholder Proposal - to Implement Simple Majority Vote Shareholder Rights and Defenses |
Other | Against | AGAINST 16 funds |
Split 15 FOR, 3 AGAINST |
| ADOBE INC. | April 22, 2025 | Stockholder Proposal Regarding Vote on Golden Parachutes. Compensation |
Other | Against | AGAINST 13 funds |
Split 5 FOR, 15 AGAINST |
| ADVANCED MICRO DEVICES INC. | May 14, 2025 | Stockholder proposal requesting removal of the requirement that stockholders to call a special meeting must have held their shares for at least 1 year, if properly presented at the Annual Meeting. Shareholder Rights and Defenses |
Other | Against | AGAINST 14 funds |
Split 3 FOR, 10 AGAINST |
| AIRBNB INC | June 4, 2025 | To consider one stockholder proposal regarding voting disclosure, if properly presented at the Annual Meeting. Corporate Governance |
Other | Against | FOR 13 funds |
Split 11 FOR, 3 AGAINST |
| AKAMAI TECHNOLOGIES INC. | May 14, 2025 | To adjourn the Annual Meeting to a later date or dates, if necessary, to solicit additional proxies to establish a quorum or if there are insufficient votes to adopt any proposal (other than Proposal 8). Corporate Governance |
Other | For | FOR 13 funds |
Split 9 FOR, 1 AGAINST |
| AKAMAI TECHNOLOGIES INC. | May 14, 2025 | To vote upon a shareholder proposal to give shareholders the ability to call a special shareholder meeting, if properly presented at the Annual Meeting. Corporate Governance |
Other | Against | AGAINST 13 funds |
Split 7 FOR, 3 AGAINST |
| ALASKA AIR GROUP INC. | May 8, 2025 | A stockholder proposal to amend the Company's clawback policy. Compensation |
Other | Against | AGAINST 13 funds |
Split 1 FOR, 8 AGAINST |
| ALCOA CORP. | July 16, 2024 | To approve one or more adjournments of the special meeting, if necessary or appropriate, including to permit further solicitation of proxies if there are insufficient votes at the time of the special meeting to approve the Transaction Proposal (the "Adjournment Proposal"). Corporate Governance |
Other | For | FOR 12 funds |
Split 7 FOR, 1 AGAINST |
| ALIGN TECHNOLOGY INC. | May 21, 2025 | Support for Shareholder Ability to Call for a Special Shareholder Meeting Shareholder Rights and Defenses |
Other | Against | AGAINST 14 funds |
Split 8 FOR, 4 AGAINST |
| ALNYLAM PHARMACEUTICALS | May 8, 2025 | To approve an Amendment to our Restated Certificate of Incorporation allowing for officer exculpation. Corporate Governance |
Other | For | FOR 9 funds |
Split 9 FOR, 3 AGAINST |
| ALPHABET INC. | June 6, 2025 | Stockholder proposal regarding "Support for Shareholder Right to Act by Written Consent" Corporate Governance |
Other | Against | AGAINST 14 funds |
Split 9 FOR, 13 AGAINST |
| ALPHABET INC. | June 6, 2025 | Stockholder proposal regarding equal shareholder voting Shareholder Rights and Defenses |
Other | Against | FOR 14 funds |
Split 20 FOR, 2 AGAINST |
| AMERICAN AIRLINES GROUP INC. | June 11, 2025 | A proposal to approve Amendment No. 1 to the Tax Benefit Preservation Plan. Shareholder Rights and Defenses |
Other | For | FOR 15 funds |
Split 4 FOR, 2 AGAINST |
| ANNALY CAP | May 14, 2025 | Advisory stockholder proposal to adopt the right to act by written consent. Corporate Governance |
Other | Not determined | AGAINST 12 funds |
Split 5 FOR, 2 AGAINST |
| ANSYS INC. | June 27, 2025 | Stockholder Proposal Requesting Support for Shareholder Right to Act by Written Consent, if Properly Presented Corporate Governance |
Other | Against | AGAINST 13 funds |
Split 8 FOR, 5 AGAINST |
| ARGAN INC. | June 17, 2025 | The approval of an amendment of the Company's Certificate of Incorporation to limit the personal liability of certain officers in addition to our directors. Director Elections |
Other | For | FOR 4 funds |
Split 2 FOR, 1 AGAINST |
| ARROW ELECTRONICS INC. | May 6, 2025 | Advisory approval of a shareholder proposal to replace supermajority voting provisions in our charter and bylaws with a simple majority voting standard. Shareholder Rights and Defenses |
Other | Against | FOR 12 funds |
Split 6 FOR, 1 AGAINST |
| ATKORE INC. | January 30, 2025 | The adoption of the Fourth Amended and Restated Certificate of Incorporation to limit the liability of certain officers of the company as permitted by Section 102(B)(7) of the Delaware General Corporation Law and to remove obsolete provisions related to classes of directors. Director Elections |
Other | For | FOR 8 funds |
Split 5 FOR, 1 AGAINST |
| AUTODESK | July 16, 2024 | To consider and vote upon a stockholder proposal, if properly presented at the Annual Meeting, to enable stockholders holding 15% or more of our common stock to call special meetings. Corporate Governance |
Other | Against | AGAINST 12 funds |
Split 10 FOR, 5 AGAINST |
| AZEK COMPANY INC. | February 28, 2025 | To approve amendments to our certificate of incorporation to remove references to our former private equity sponsors and make certain other immaterial changes. Corporate Governance |
Other | For | FOR 11 funds |
Split 2 FOR, 5 AGAINST |
| BAXTER INTERNATIONAL INC. | May 6, 2025 | Stockholder Proposal - Executives to Retain Significant Stock Compensation |
Other | Against | AGAINST 13 funds |
Split 2 FOR, 9 AGAINST |
| BELLRING BRANDS INC. | January 28, 2025 | To consider and vote on a stockholder proposal to adopt a director election resignation guideline. Corporate Governance |
Other | Against | FOR 12 funds |
Split 2 FOR, 6 AGAINST |
| BEST BUY CO. INC. | June 13, 2025 | To vote on a shareholder proposal entitled "Support for Shareholder Right to Act by Written Consent" Shareholder Rights and Defenses |
Other | Against | AGAINST 14 funds |
Split 7 FOR, 4 AGAINST |
| BILL HOLDINGS INC. | December 5, 2024 | To approve an amendment to our Restated Certificate of Incorporation to limit the liability of certain officers as permitted pursuant to recent amendments to the Delaware General Corporation Law. Director Elections |
Other | For | FOR 9 funds |
Split 5 FOR, 1 AGAINST |
| BIO-RAD LABORATORIES INC. | April 22, 2025 | Stockholder proposal requesting approval of certain executive severance arrangements. Compensation |
Other | Against | AGAINST 13 funds |
Split 3 FOR, 7 AGAINST |
| BJ'S WHOLESALE CLUB HOLDINGS INC. | June 19, 2025 | Approve an amendment to the charter of BJ's Wholesale Club Holdings, Inc., to include an officer exculpation provision. Director Elections |
Other | For | FOR 12 funds |
Split 8 FOR, 2 AGAINST |
| BOOKING HOLDINGS INC. | June 3, 2025 | Stockholder proposal requesting a non-binding stockholder vote regarding proposal that won 49% BKNG Shareholder Support. Shareholder Rights and Defenses |
Other | Against | AGAINST 14 funds |
Split 1 FOR, 17 AGAINST |
| BUILDERS FIRSTSOURCE | May 27, 2025 | An amendment to the Certificate of Incorporation to remove limits on the size of our Board of Directors Corporate Governance |
Other | For | FOR 14 funds |
Split 6 FOR, 3 AGAINST |
| CAL-MAINE FOODS INC. | October 4, 2024 | Approval of the amendment to our certificate of incorporation to add officer exculpation. Director Elections |
Other | For | AGAINST 7 funds |
Split 1 FOR, 5 AGAINST |
| CAPITAL ONE FINANCIAL CORP. | February 18, 2025 | A proposal to adjourn the special meeting of holders of Capital One common stock, if necessary or appropriate, to solicit additional proxies if, immediately prior to such adjournment, there are not sufficient votes to approve the Capital One share issuance proposal or to ensure that any supplement or amendment to the accompanying joint proxy statement/prospectus is timely provided to holders of Capital One common stock (the "Capital One adjournment proposal"). Corporate Governance |
Other | For | FOR 12 funds |
Split 16 FOR, 1 AGAINST |
| CAPITAL ONE FINANCIAL CORP. | May 8, 2025 | Stockholder proposal to require a shareholder vote on golden parachute arrangements. Corporate Governance |
Other | Against | AGAINST 12 funds |
Split 4 FOR, 13 AGAINST |
| CARDINAL HEALTH INC. | November 6, 2024 | Shareholder proposal to prohibit re-nomination of any director who fails to receive a majority vote, if properly presented. Corporate Governance |
Other | Against | FOR 14 funds |
Split 1 FOR, 10 AGAINST |
| CARVANA CO. | May 5, 2025 | To approve an amendment to Carvana's amended and restated certificate of incorporation to provide for the exculpation of certain officers as permitted by Delaware law. Director Elections |
Other | For | AGAINST 10 funds |
Split 2 FOR, 6 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 10 FOR, 3 AGAINST |
| 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 2 FOR, 9 AGAINST |
| 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 13 FOR, 1 AGAINST |
| 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 1 FOR, 7 AGAINST |
| 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 1 FOR, 17 AGAINST |
| 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 16 FOR, 2 AGAINST |
| CHEWY | July 11, 2024 | To approve an amendment to the Amended and Restated Certificate of Incorporation to provide for the exculpation of certain officers as permitted by recent amendments to Delaware law. Corporate Governance |
Other | For | AGAINST 3 funds |
Split 1 FOR, 3 AGAINST |
| 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 3 FOR, 10 AGAINST |
| CHURCH & D | May 1, 2025 | Stockholder Proposal - Support Special Shareholder Meeting Improvement. Corporate Governance |
Other | Not determined | AGAINST 13 funds |
Split 1 FOR, 10 AGAINST |
| CIGNA GROUP | April 23, 2025 | Shareholder proposal - Support Special Shareholder Meeting Improvement Corporate Governance |
Other | Against | AGAINST 14 funds |
Split 3 FOR, 16 AGAINST |
| CITIGROUP INC. | April 29, 2025 | Stockholder proposal requesting a shareholder vote regarding excessive golden parachutes. Compensation |
Other | Against | AGAINST 12 funds |
Split 2 FOR, 12 AGAINST |
| 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 9 FOR, 3 AGAINST |
| 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 6 FOR, 1 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.