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Charles Schwab vs John Hancock: how alike they voted, 2024-2025

94.2% When both took a single position, they voted the same way on 94.2% of 7,998 items (7,532 the same, 466 different). 676 items where at least one of them split its funds are listed separately below. Both voted on 8,674 items in all.

Charles Schwab 2024-2025 · John Hancock 2024-2025 · Download the item list (CSV)

By who put the item on the ballot. “Same position” = Same / (Same + Differ); split items are not in it. “Fund-level” is a second view over all common items: the chance that a fund of each manager, picked at random, voted the same way, which gives partial credit where a manager split.
Common itemsSame DifferSplit (not in %)Same position Fund-level
All ballot items 8,6747,532466 67694.2%91.7%
Board proposals 7,4156,620379 41694.6%92.9%
E&S shareholder proposals 25212613 11390.6%81.3%
Other items 1,00778674 14791.4%85.1%

Where they did not vote alike

Everything Voted differently Split votes

All ballot items Board proposals E&S shareholder proposals Other items

221 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.

CompanyMeetingProposalOn the ballot from Board recommendedCharles SchwabJohn Hancock
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, 4 AGAINST
CASEY'S GENERAL STORES INC. August 28, 2024 Shareholder proposal regarding independent board chair policy.
Corporate Governance
Other Against AGAINST
13 funds
Split
4 FOR, 2 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
4 FOR, 6 AGAINST
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
6 FOR, 2 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
7 FOR, 3 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
3 FOR, 2 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
6 FOR, 6 AGAINST
CHIPOTLE MEXICAN GRILL INC. June 11, 2025 Shareholder Proposal - Requesting an Independent Board Chair.
Corporate Governance
Other Against AGAINST
13 funds
Split
2 FOR, 7 AGAINST
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, 12 AGAINST
CITIGROUP INC. April 29, 2025 Stockholder proposal requesting a shareholder vote regarding excessive golden parachutes.
Compensation
Other Against AGAINST
12 funds
Split
11 FOR, 4 AGAINST
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
7 FOR, 2 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
4 FOR, 2 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
4 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
1 FOR, 7 AGAINST
COLGATE-PALMOLIVE CO. May 9, 2025 Stockholder proposal entitled "Support an independent Board Chairman."
Corporate Governance
Other Against AGAINST
13 funds
Split
1 FOR, 9 AGAINST
COMCAST CORP. June 18, 2025 Adopt policy for an independent chair
Corporate Governance
Other Against FOR
13 funds
Split
11 FOR, 4 AGAINST
CONCENTRIX CORP. March 25, 2025 Stockholder proposal - Give Stockholders the Ability to Call for a Special Stockholder Meeting.
Shareholder Rights and Defenses
Other Against AGAINST
13 funds
Split
3 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
5 FOR, 5 AGAINST
CUMMINS INC. May 13, 2025 The shareholder proposal regarding an independent Chairman of the Board.
Corporate Governance
Other Against AGAINST
13 funds
Split
5 FOR, 4 AGAINST
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
7 FOR, 7 AGAINST
DANA INC. April 24, 2025 Shareholder proposal to require an independent Board Chairman.
Corporate Governance
Other Against AGAINST
8 funds
Split
3 FOR, 1 AGAINST
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
2 FOR, 6 AGAINST
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
4 FOR, 3 AGAINST
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
Split
1 FOR, 1 AGAINST
DIAMONDBACK ENERGY INC. May 21, 2025 Stockholder proposal regarding certain executive severance arrangements.
Corporate Governance
Other Against AGAINST
13 funds
Split
9 FOR, 2 AGAINST
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
4 FOR, 2 AGAINST
DOVER CORP. May 2, 2025 To consider a shareholder proposal requesting an independent board chair.
Corporate Governance
Other Against AGAINST
13 funds
Split
5 FOR, 2 AGAINST
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
3 FOR, 3 AGAINST
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
1 FOR, 10 AGAINST
ENTEGRIS INC. April 23, 2025 Stockholder Proposal Regarding Simple Majority Voting.
Corporate Governance
Other None FOR
12 funds
Split
6 FOR, 2 AGAINST
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
10 FOR, 2 AGAINST
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
6 FOR, 6 AGAINST
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
7 FOR, 2 AGAINST
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
2 FOR, 6 AGAINST
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
4 FOR, 2 AGAINST
FB FINANCIAL CORP. June 26, 2025 To adjourn the FB Financial special meeting, if necessary or appropriate, to solicit additional proxies if, immediately prior to such adjournment, there are not sufficient votes to approve the FB Financial share issuance proposal or to ensure that any supplement or amendment to the accompanying joint proxy statement/prospectus is timely provided to holders of FB Financial common stock (the "FB Financial adjournment proposal").
Corporate Governance
Other For FOR
7 funds
Split
4 FOR, 1 AGAINST
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
Split
3 FOR, 2 AGAINST
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
Split
3 FOR, 4 AGAINST
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
Split
4 FOR, 3 AGAINST
FORD MOTOR CO. May 8, 2025 Approval of the Tax Benefit Preservation Plan.
Shareholder Rights and Defenses
Other For FOR
13 funds
Split
6 FOR, 1 AGAINST
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
Split
5 FOR, 2 AGAINST
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
Split
8 FOR, 9 AGAINST
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
Split
6 FOR, 4 AGAINST
HCA HEALTHCARE INC. April 24, 2025 Stockholder proposal, if properly presented at the meeting, regarding lavish golden parachutes.
Compensation
Other Against AGAINST
14 funds
Split
5 FOR, 3 AGAINST
HOME DEPOT INC. May 22, 2025 Shareholder Proposal Regarding Independent Board Chair
Corporate Governance
Other Against AGAINST
16 funds
Split
3 FOR, 9 AGAINST
HONEYWELL INTERNATIONAL INC. May 20, 2025 Shareowner Proposal - Independent Board Chairman.
Corporate Governance
Other Against AGAINST
13 funds
Split
1 FOR, 7 AGAINST
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
Split
3 FOR, 2 ABSTAIN
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
Split
4 FOR, 6 AGAINST
INTERNATIONAL PAPER CO. October 11, 2024 To approve the adjournment of the Special Meeting to a later date or time, if necessary or appropriate, to solicit additional proxies in the event there are insufficient votes cast at the Special Meeting to approve the Share Issuance Proposal.
Corporate Governance
Other For FOR
14 funds
Split
6 FOR, 4 AGAINST
INTUITIVE SURGICAL INC. May 1, 2025 The stockholder proposal that is titled "Shareholder approval requirement for excessive golden parachutes," if properly presented at the Annual Meeting.
Compensation
Other Against AGAINST
15 funds
Split
8 FOR, 4 AGAINST
IQVIA HOLDINGS INC. April 24, 2025 If properly presented, a stockholder proposal concerning special stockholder meetings.
Corporate Governance
Other Against AGAINST
15 funds
Split
4 FOR, 1 AGAINST
JABIL INC. January 23, 2025 Vote on a stockholder proposal requesting director election resignation governance guidelines.
Corporate Governance
Other Against FOR
15 funds
Split
2 FOR, 4 AGAINST
JOHN BEAN TECHNOLOGIES CORP. August 8, 2024 To approve an adjournment or postponement of the Special Meeting to another date, time or place; (i) to permit further solicitation and vote of proxies if there are insufficient votes for the approval of Proposal 1, (ii) if there are insufficient shares of JBT common stock represented to constitute a quorum necessary to conduct business at the Special Meeting or (iii) to allow reasonable time for the filing or mailing of any supplemental or amended disclosures that JBT has determined is reasonably likely to be required.
Corporate Governance
Other For FOR
7 funds
Split
5 FOR, 1 AGAINST
JPMORGAN CHASE & CO. May 20, 2025 Support for an independent board chairman
Corporate Governance
Other Against AGAINST
13 funds
Split
6 FOR, 8 AGAINST
KRAFT HEINZ CO. May 8, 2025 Stockholder Proposal - Adopt policy on independent board chair, if properly presented.
Corporate Governance
Other Against AGAINST
12 funds
Split
6 FOR, 1 AGAINST
LENNAR CORP. April 9, 2025 Vote on a stockholder proposal on an Independent Board Chairman.
Corporate Governance
Other Against AGAINST
13 funds
Split
9 FOR, 7 AGAINST
LEONARDO DRS INC. June 4, 2025 One or more adjournments of the Annual Meeting to a later date or dates if necessary or appropriate to solicit additional proxies
Corporate Governance
Other For FOR
11 funds
Split
4 FOR, 1 AGAINST
LINCOLN NATIONAL CORP. May 22, 2025 Shareholder proposal to amend our governing documents to provide for an independent chairman of the board.
Corporate Governance
Other Against AGAINST
11 funds
Split
7 FOR, 2 AGAINST
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
Split
5 FOR, 3 AGAINST
LOCKHEED MARTIN CORP. May 9, 2025 Stockholder Proposal Requesting Shareholder Approval Requirement for Excessive Golden Parachutes
Compensation
Other Against AGAINST
15 funds
Split
7 FOR, 3 AGAINST
MARA HOLDINGS INC. February 19, 2025 To approve one or more adjournments of the Special Meeting to a later date or dates if necessary or appropriate to solicit additional proxies if we conclude that there are insufficient votes to approve Proposal No. 1 at the time of the Special Meeting (or any adjournment thereof).
Corporate Governance
Other For FOR
5 funds
Split
3 FOR, 2 AGAINST
MARATHON OIL CORP. August 29, 2024 To approve the adjournment of the special meeting to a later date or time, if necessary or appropriate, to solicit additional proxies if there are not sufficient votes cast at the special meeting to approve the merger proposal.
Corporate Governance
Other For FOR
14 funds
Split
6 FOR, 2 AGAINST
MARATHON PETROLEUM CORP. April 30, 2025 Shareholder proposal to support a simple majority vote.
Shareholder Rights and Defenses
Other Against AGAINST
12 funds
Split
8 FOR, 2 AGAINST
MCKESSON CORP. July 31, 2024 Shareholder Proposal on Independent Board Chairman.
Corporate Governance
Other Against AGAINST
14 funds
Split
8 FOR, 6 AGAINST
META PLATFORMS INC. May 28, 2025 A shareholder proposal regarding disclosure of voting results based on class of shares.
Shareholder Rights and Defenses
Other Against FOR
14 funds
Split
16 FOR, 4 AGAINST
META PLATFORMS INC. May 28, 2025 A shareholder proposal regarding dual class capital structure.
Shareholder Rights and Defenses
Other Against FOR
14 funds
Split
17 FOR, 3 AGAINST
MICRON TECHNOLOGY INC. January 16, 2025 PROPOSAL BY THE COMPANY TO APPROVE, ON A NON-BINDING ADVISORY BASIS, THE COMPENSATION OF OUR NAMED EXECUTIVE OFFICERS AS DESCRIBED IN THE PROXY STATEMENT.
Say-on-Pay
Other For FOR
14 funds
Split
11 FOR, 1 AGAINST
MOLINA HEALTHCARE INC. April 30, 2025 Stockholder proposal regarding stockholders' ability to call a special stockholders meeting, if properly presented.
Corporate Governance
Other Against AGAINST
14 funds
Split
6 FOR, 4 AGAINST
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
Split
7 FOR, 5 AGAINST
MOODY'S April 15, 2025 Stockholder proposal requesting stockholder ratification of certain executive severance arrangements.
Compensation
Other Against AGAINST
12 funds
Split
2 FOR, 6 AGAINST
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
Split
8 FOR, 6 AGAINST
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
Split
2 FOR, 1 AGAINST
NISOURCE INC. May 12, 2025 To consider a stockholder proposal requesting to support special shareholder meeting improvement.
Corporate Governance
Other Against AGAINST
14 funds
Split
8 FOR, 6 AGAINST
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
Split
3 FOR, 19 AGAINST
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
Split
8 FOR, 2 AGAINST
OMNICOM GROUP INC. May 6, 2025 Shareholder proposal regarding an independent Board Chairman.
Corporate Governance
Other Against AGAINST
14 funds
Split
2 FOR, 8 AGAINST
ORGANON & CO. June 10, 2025 Shareholder proposal requesting adoption of a director election resignation guideline.
Corporate Governance
Other Against FOR
11 funds
Split
1 FOR, 1 AGAINST
PACCAR INC April 29, 2025 Stockholder proposal regarding a shareholder vote on excessive golden parachutes
Say-on-Pay
Other Against AGAINST
12 funds
Split
5 FOR, 1 AGAINST
PAR TECHNOLOGY CORP. June 2, 2025 Amendment to the Company's Restated Certificate of Incorporation to limit the liability of certain officers as permitted by Delaware law.
Director Elections
Other For FOR
4 funds
Split
5 FOR, 2 AGAINST
PAYPAL HOLDINGS INC. June 5, 2025 Stockholder Proposal - Reduce Threshold to Call Special Meetings of Stockholders.
Corporate Governance
Other Against AGAINST
14 funds
Split
7 FOR, 1 AGAINST
POST HOLDINGS INC. January 30, 2025 Shareholder proposal concerning adoption of a director election resignation guideline.
Corporate Governance
Other Against FOR
12 funds
Split
3 FOR, 9 AGAINST
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
Split
5 FOR, 3 AGAINST
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
Split
5 FOR, 4 AGAINST
PRUDENTIAL FINANCIAL INC. May 13, 2025 Shareholder proposal regarding an Independent Board Chairman.
Corporate Governance
Other Against AGAINST
13 funds
Split
5 FOR, 1 AGAINST
QUEST DIAGNOSTICS INC. May 15, 2025 Stockholder proposal, as described in the accompanying proxy statement, if properly presented at the Annual Meeting
Corporate Governance
Other Against AGAINST
13 funds
Split
2 FOR, 11 AGAINST
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
Split
4 FOR, 2 AGAINST
RBC BEARINGS INC. September 5, 2024 To approve the amendment of the certificate of incorporation to eliminate personal liability of officers for monetary damages for breach of their fiduciary duty of care as officers to the fullest extent permitted by the Delaware General Corporation Law.
Director Elections
Other For FOR
11 funds
Split
9 FOR, 2 AGAINST
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
Split
6 FOR, 4 AGAINST
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
Split
4 FOR, 1 AGAINST
S&P GLOBAL INC. May 7, 2025 Vote on a shareholder proposal to amend the Company's clawback policy for unearned executive pay.
Compensation
Other Against AGAINST
12 funds
Split
1 FOR, 12 AGAINST
SALLY BEAUTY HOLDINGS INC. January 24, 2025 Vote on shareholder proposal (Director Election Resignation Guideline).
Corporate Governance
Other Against FOR
7 funds
Split
1 FOR, 3 AGAINST
SHYFT GROUP INC. June 17, 2025 The Adjournment Proposal: Approve the adjournment of the Special Meeting, if necessary or appropriate, including to solicit additional proxies, in the event that there are not sufficient votes at the time of the Special Meeting to approve the Merger Proposal or the Advisory Compensation Proposal.
Corporate Governance
Other For FOR
7 funds
Split
4 FOR, 1 AGAINST
SILICON LABORATORIES INC. April 24, 2025 To approve an amendment to the Fourth Amended and Restated Certificate of Incorporation to limit the liability of certain officers of the Company.
Director Elections
Other For FOR
7 funds
Split
4 FOR, 2 AGAINST
SOUTHERN CO. May 21, 2025 Stockholder proposal regarding simple majority vote
Shareholder Rights and Defenses
Other Against AGAINST
12 funds
Split
8 FOR, 2 AGAINST
SOUTHSTATE CORP. August 14, 2024 Adjournment Proposal: Proposal to adjourn or postpone the special meeting of the shareholders of SouthState, if necessary or appropriate, to solicit additional proxies if, immediately prior to such adjournment or postponement, there are not sufficient votes to approve the Merger Proposal or to ensure that any supplement or amendment to the accompanying joint proxy statement/prospectus is timely provided to holders of SouthState common stock.
Corporate Governance
Other For FOR
10 funds
Split
10 FOR, 1 AGAINST
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
Split
3 FOR, 1 AGAINST
STARBUCKS CORP. March 12, 2025 Shareholder proposal regarding independent board chair requirements.
Corporate Governance
Other Against AGAINST
13 funds
Split
1 FOR, 16 AGAINST
STERICYCLE INC. August 14, 2024 To approve one or more adjournments of the Special Meeting to a later date or dates, if necessary, to solicit additional proxies if there are insufficient votes to adopt the Merger Agreement at the time of the Special Meeting.
Corporate Governance
Other For FOR
10 funds
Split
4 FOR, 2 AGAINST
SUMMIT MATERIALS INC. February 5, 2025 Approve the adjournment of the special meeting, if necessary, to solicit additional proxies if there are not sufficient votes to approve the merger agreement proposal (referred to as the "adjournment proposal").
Corporate Governance
Other For FOR
10 funds
Split
6 FOR, 2 AGAINST
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
Split
8 FOR, 5 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.