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
230 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 |
|---|---|---|---|---|---|---|
| ACELYRIN INC. | May 13, 2025 | To approve the adjournment from time to time of the ACELYRIN virtual special meeting, if necessary, to solicit additional proxies if there are not sufficient votes to approve the ACELYRIN merger proposal. We refer to this proposal as the "ACELYRIN adjournment proposal." Corporate Governance |
Other | For | AGAINST 3 funds |
FOR 1 fund |
| ACUITY BRANDS INC. | January 22, 2025 | Stockholder proposal regarding a director resignation bylaw. Corporate Governance |
Other | Against | FOR 12 funds |
AGAINST 7 funds |
| ADVANCE AUTO PARTS INC. | May 14, 2025 | Vote on the stockholder proposal, if presented at the Annual Meeting, regarding additional requirements for executives to retain significant stock. Compensation |
Other | Against | AGAINST 8 funds |
FOR 4 funds |
| AERCAP HOLDINGS N.V. | April 16, 2025 | Release of liability of the directors with respect to their management during the 2024 financial year. Corporate Governance |
Other | For | FOR 6 funds |
AGAINST 1 fund |
| APPLIED OPTOELECTRONICS INC. | April 10, 2025 | To approve an adjournment of the Special Meeting if there are insufficient votes at the Special Meeting to approve Proposal No. 1. Corporate Governance |
Other | For | AGAINST 2 funds |
FOR 2 funds |
| ARQ INC. | June 3, 2025 | To approve the Eighth Amendment to the Company's Tax Asset Protection Plan. Shareholder Rights and Defenses |
Other | For | FOR 2 funds |
AGAINST 1 fund |
| ASURE SOFTWARE INC. | June 2, 2025 | To approve the Asure Software, Inc. Fourth Amended and Restated Rights Agreement. Shareholder Rights and Defenses |
Other | For | FOR 2 funds |
AGAINST 1 fund |
| AVIS BUDGET GROUP INC. | May 14, 2025 | To approve a Charter amendment to provide for officer exculpation as permitted by Delaware law and to make certain housekeeping amendments. Director Elections |
Other | For | FOR 9 funds |
AGAINST 4 funds |
| BROADWIND INC. | May 15, 2025 | To ratify the fourth amendment of the Company's Rights Plan. Shareholder Rights and Defenses |
Other | For | FOR 1 fund |
AGAINST 1 fund |
| CARVANA CO. | May 5, 2025 | To vote upon on a stockholder proposal regarding simple majority voting. Shareholder Rights and Defenses |
Other | Against | AGAINST 10 funds |
FOR 8 funds |
| 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 9 funds |
| CENTRAL GARDEN & PET CO. | February 12, 2025 | To approve an amendment to the Company's certificate of incorporation to include an officer exculpation provision. Director Elections |
Other | For | AGAINST 7 funds |
ABSTAIN 3 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 5 funds |
| DAYFORCE INC. | May 2, 2025 | To approve Dayforce's Amended and Restated Certificate of Incorporation Corporate Governance |
Other | For | AGAINST 15 funds |
FOR 7 funds |
| DHI GROUP INC. | May 16, 2025 | Approval of the 382 Rights Agreement adopted by the Board. Shareholder Rights and Defenses |
Other | For | FOR 1 fund |
AGAINST 2 funds |
| DRIL-QUIP INC. | September 5, 2024 | Approval of the adjournment of the special meeting to solicit additional proxies if there are not sufficient votes at the time of the special meeting to approve the merger proposals. Corporate Governance |
Other | For | AGAINST 7 funds |
FOR 3 funds |
| DRIL-QUIP INC. | September 5, 2024 | THIS PROPOSAL HAS BEEN WITHDRAWN PER INSRUCTIONS FROM THE ISSUER. Corporate Governance |
Other | For | FOR 7 funds |
ABSTAIN 3 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 |
| 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 1 fund |
| GUILD HOLDINGS CO. | May 27, 2025 | To approve an Amendment to the Amended and Restated Certificate of Incorporation. Corporate Governance |
Other | For | AGAINST 1 fund |
FOR 1 fund |
| HUDSON GLOBAL INC. | July 31, 2024 | To approve amendments to the Company's Rights Agreement to extend its term through October 15, 2027. Shareholder Rights and Defenses |
Other | For | FOR 1 fund |
AGAINST 2 funds |
| LIONS GATE ENTERTAINMENT CORP. | April 23, 2025 | Advance Notice for Nomination of Directors for New Lionsgate Articles: to include advance notice procedures for shareholder nominations of directors. Shareholder Rights and Defenses |
Other | For | FOR 7 funds |
AGAINST 2 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 |
| 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 1 fund |
| MATTHEWS INTERNATIONAL CORPORATION | February 20, 2025 | BARINGTON NOMINEE: Chan W. Galbato Director Elections |
Other | Contested | WITHHOLD 7 funds |
FOR 3 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 8 funds |
| PODCASTONE 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 1 fund |
AGAINST 1 fund |
| POST HOLDINGS INC. | January 30, 2025 | Management proposal to eliminate certain supermajority voting requirements. Shareholder Rights and Defenses |
Other | For | AGAINST 12 funds |
FOR 9 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 |
| 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 2 funds |
| REAL BROKERAGE INC. | May 30, 2025 | To pass an ordinary resolution, the full text of which is set forth in the Circular, to ratify and approve the Company's Advance Notice Policy. Shareholder Rights and Defenses |
Other | For | FOR 2 funds |
AGAINST 1 fund |
| 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 1 fund |
| RENEO PHARMACEUTICALS, INC. | September 26, 2024 | To consider and vote upon a proposal to approve an adjournment of the Reneo Special Meeting, if necessary, to solicit additional proxies if there are not sufficient votes in favor of one or more of the Reneo Stockholder Proposals. Corporate Governance |
Other | For | AGAINST 1 fund |
FOR 1 fund |
| 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 1 fund |
| 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 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 2 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 |
| SUNRISE COMMUNICATIONS | May 13, 2025 | Re-election to the Compensation Committee: Mr. Adam Bird Director Elections |
Other | For | FOR 3 funds |
AGAINST 3 funds |
| TERRITORIAL BANCORP INC. | November 6, 2024 | To approve the adjournment of the Special Meeting, if necessary or appropriate, to solicit additional proxies if there are insufficient votes at the time of the Special Meeting to approve the Merger Proposal, or to ensure that any supplement or amendment to the accompanying joint proxy statement/prospectus is timely provided to Territorial stockholders. Corporate Governance |
Other | For | FOR 1 fund |
AGAINST 2 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 7 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 7 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 1 fund |
| WAYSTAR HOLDING CORP | June 4, 2025 | Approve an amendment to our Amended and Restated Certificate of Incorporation to remove the existing limit on the maximum size of our board of directors. Corporate Governance |
Other | For | FOR 8 funds |
AGAINST 4 funds |
| WESBANCO INC. | December 11, 2024 | To consider and act upon such other matters as may properly come before the meeting or any adjournment thereof. Corporate Governance |
Other | For | AGAINST 7 funds |
ABSTAIN 3 funds |
| WIX COM | September 9, 2024 | Approval of certain amendments to the Articles of Association of the Company. Corporate Governance |
Other | Not determined | AGAINST 1 fund |
FOR 2 funds |
| 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 |
| 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 3 FOR, 9 AGAINST |
| COMCAST CORP. | June 18, 2025 | Adopt policy for an independent chair Corporate Governance |
Other | Against | FOR 13 funds |
Split 9 FOR, 11 AGAINST |
| 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 13 FOR, 2 AGAINST |
| 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 7 FOR, 8 AGAINST |
| CRACKER BARREL OLD COUNTRY STORE INC. | November 21, 2024 | To approve the Company's shareholder rights agreement, which was adopted by our Board of Directors on February 22, 2024 and effective as of February 27, 2024. Shareholder Rights and Defenses |
Other | Contested | FOR 8 funds |
Split 1 FOR, 1 AGAINST |
| CRISPR THERAPEUTICS AG | June 5, 2025 | Election of the member of the Compensation Committee: Briggs W. Morrison, M.D. Corporate Governance |
Other | For | FOR 4 funds |
Split 4 FOR, 1 AGAINST |
| CRISPR THERAPEUTICS AG | June 5, 2025 | Re-election of the member of the Compensation Committee: H. Edward Fleming, Jr., M.D. Corporate Governance |
Other | For | AGAINST 4 funds |
Split 1 FOR, 4 AGAINST |
| CRISPR THERAPEUTICS AG | June 5, 2025 | Re-election of the member of the Compensation Committee: John T. Greene Corporate Governance |
Other | For | AGAINST 4 funds |
Split 1 FOR, 4 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.