Home › Asset managers › Compare 2024-2025 › Equitable 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”.
Equitable 2024-2025 · Brighthouse 2024-2025 · Download the item list (CSV)
| Common items | Same | Differ | Split (not in %) | Same position | Fund-level | |
|---|---|---|---|---|---|---|
| All ballot items | 54,190 | 36,658 | 1,645 | 15,887 | 95.7% | 85.9% |
| Board proposals | 47,319 | 31,088 | 1,524 | 14,707 | 95.3% | 85.2% |
| E&S shareholder proposals | 274 | 3 | 4 | 267 | 42.9% | 41.5% |
| Other items | 6,597 | 5,567 | 117 | 913 | 97.9% | 92.3% |
Everything Voted differently Split votes
All ballot items Board proposals E&S shareholder proposals Other items
17,532 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 | Equitable | Brighthouse |
|---|---|---|---|---|---|---|
| MERCK & CO. INC. | May 27, 2025 | Shareholder proposal regarding a human rights impact assessment. Human Rights or Human Capital/workforce |
Shareholder (E&S) | Against | Split 1 FOR, 24 AGAINST |
Split 1 FOR, 8 AGAINST, 8 ABSTAIN |
| MERCK & CO. INC. | May 27, 2025 | Shareholder proposal regarding a report on civil liberties in advertising services. Environment or Climate |
Shareholder (E&S) | Against | AGAINST 25 funds |
Split 9 AGAINST, 8 ABSTAIN |
| MERCK & CO. INC. | May 27, 2025 | Shareholder proposal regarding a tax transparency report. Human Rights or Human Capital/workforce |
Shareholder (E&S) | Against | Split 2 FOR, 22 AGAINST |
Split 2 FOR, 7 AGAINST, 8 ABSTAIN |
| MERCK & CO. INC. | May 27, 2025 | Shareholder proposal to revisit DEl goals in executive pay incentives. Environment or Climate |
Shareholder (E&S) | Against | AGAINST 24 funds |
Split 5 AGAINST, 2 ABSTAIN |
| MERITAGE HOMES CORP. | May 22, 2025 | Shareholder proposal to support transparency in political spending. Other Social Issues |
Shareholder (E&S) | Against | FOR 7 funds |
Split 1 FOR, 1 AGAINST, 5 ABSTAIN |
| META PLATFORMS INC. | May 28, 2025 | A shareholder proposal regarding Bitcoin treasury assessment. Capital Structure |
Shareholder (E&S) | Against | AGAINST 29 funds |
Split 12 AGAINST, 11 ABSTAIN |
| META PLATFORMS INC. | May 28, 2025 | A shareholder proposal regarding GHG emissions reduction actions. Environment or Climate |
Shareholder (E&S) | Against | Split 1 FOR, 28 AGAINST |
Split 12 AGAINST, 11 ABSTAIN |
| META PLATFORMS INC. | May 28, 2025 | A shareholder proposal regarding report on AI data usage oversight. Corporate Governance |
Shareholder (E&S) | Against | FOR 1 fund |
Split 2 FOR, 4 AGAINST, 8 ABSTAIN |
| META PLATFORMS INC. | May 28, 2025 | A shareholder proposal regarding report on Al data usage oversight. Other Social Issues |
Shareholder (E&S) | Against | Split 7 FOR, 16 AGAINST |
Split 3 FOR, 3 AGAINST, 3 ABSTAIN |
| 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 | Split 5 FOR, 20 AGAINST |
Split 4 FOR, 8 AGAINST, 11 ABSTAIN |
| 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 | Split 13 FOR, 12 AGAINST |
Split 4 FOR, 8 AGAINST, 11 ABSTAIN |
| 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 | Split 15 FOR, 9 AGAINST |
Split 6 FOR, 6 AGAINST, 11 ABSTAIN |
| 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 | Split 2 FOR, 26 AGAINST |
Split 1 FOR, 11 AGAINST, 11 ABSTAIN |
| MICROCHIP TECHNOLOGY INC. | August 20, 2024 | Stockholder proposal requesting that our Board of Directors commission an independent third-party report, at reasonable expense and excluding proprietary information, on our due diligence process to determine whether our customers' use of our products contribute or are linked to violations of international law. Human Rights or Human Capital/workforce |
Shareholder (E&S) | Against | Split 1 FOR, 24 AGAINST |
Split 1 FOR, 3 AGAINST, 8 ABSTAIN |
| MICROSOFT | December 10, 2024 | Report on AI Data Sourcing Accountability. Other Social Issues |
Shareholder (E&S) | Against | AGAINST 1 fund |
Split 1 FOR, 5 AGAINST, 9 ABSTAIN |
| MICROSOFT | December 10, 2024 | Report on AI Misinformation and Disinformation. Other Social Issues |
Shareholder (E&S) | Against | AGAINST 1 fund |
Split 2 FOR, 4 AGAINST, 9 ABSTAIN |
| MICROSOFT | December 10, 2024 | Report on Artificial Intelligence and Machine Learning Tools for Oil and Gas Development and Production. Other Social Issues |
Shareholder (E&S) | Against | Split 1 FOR, 32 AGAINST |
Split 13 AGAINST, 12 ABSTAIN |
| MICROSOFT | December 10, 2024 | Report on Data Operations in Human Rights Hotspots. Human Rights or Human Capital/workforce |
Shareholder (E&S) | Against | AGAINST 1 fund |
Split 6 AGAINST, 9 ABSTAIN |
| MICROSOFT | December 10, 2024 | Report on Risks of Weapons Development. Other Social Issues |
Shareholder (E&S) | Against | FOR 1 fund |
Split 3 FOR, 3 AGAINST, 9 ABSTAIN |
| MICROSOFT CORP. | December 10, 2024 | Assessment of Investing in Bitcoin Other Social Issues |
Shareholder (E&S) | Against | AGAINST 32 funds |
Split 7 AGAINST, 3 ABSTAIN |
| MICROSOFT CORP. | December 10, 2024 | Report on AI Data Sourcing Accountability Other Social Issues |
Shareholder (E&S) | Against | Split 19 FOR, 7 AGAINST |
Split 6 FOR, 3 AGAINST, 3 ABSTAIN |
| MICROSOFT CORP. | December 10, 2024 | Report on AI Misinformation and Disinformation Other Social Issues |
Shareholder (E&S) | Against | Split 2 FOR, 30 AGAINST |
Split 7 AGAINST, 3 ABSTAIN |
| MICROSOFT CORP. | December 10, 2024 | Report on Data Operations in Human Rights Hotspots Human Rights or Human Capital/workforce |
Shareholder (E&S) | Against | Split 7 FOR, 19 AGAINST |
Split 2 FOR, 5 AGAINST, 3 ABSTAIN |
| MICROSOFT CORP. | December 10, 2024 | Report on Risks of Weapons Development Other Social Issues |
Shareholder (E&S) | Against | Split 2 FOR, 30 AGAINST |
Split 9 AGAINST, 3 ABSTAIN |
| MONDELEZ INTERNATIONAL INC. | May 21, 2025 | Shareholder Proposal: Assessment of the Company's supplier and partner code of conduct due diligence process Human Rights or Human Capital/workforce |
Shareholder (E&S) | Against | Split 1 FOR, 21 AGAINST |
Split 4 AGAINST, 5 ABSTAIN |
| MONDELEZ INTERNATIONAL INC. | May 21, 2025 | Shareholder Proposal: Report on Climate lobbying Environment or Climate |
Shareholder (E&S) | Against | Split 7 FOR, 13 AGAINST |
Split 2 FOR, 2 AGAINST, 5 ABSTAIN |
| MONDELEZ INTERNATIONAL INC. | May 21, 2025 | Shareholder Proposal: Report on flexible plastic packaging Environment or Climate |
Shareholder (E&S) | Against | Split 1 FOR, 21 AGAINST |
Split 1 FOR, 3 AGAINST, 5 ABSTAIN |
| MONDELEZ INTERNATIONAL INC. | May 21, 2025 | Shareholder Proposal: Report on recycled content claims Other Social Issues |
Shareholder (E&S) | Against | Split 1 FOR, 21 AGAINST |
Split 4 AGAINST, 5 ABSTAIN |
| MONDELEZ INTERNATIONAL INC. | May 21, 2025 | Shareholder Proposal: Third-party report assessing effectiveness of implementation of human rights policy Human Rights or Human Capital/workforce |
Shareholder (E&S) | Against | Split 7 FOR, 13 AGAINST |
Split 1 FOR, 3 AGAINST, 5 ABSTAIN |
| MORGAN STANLEY | May 15, 2025 | Shareholder proposal requesting an energy supply ratio Environment or Climate |
Shareholder (E&S) | Against | Split 9 FOR, 7 AGAINST |
Split 2 FOR, 4 AGAINST, 10 ABSTAIN |
| NETFLIX INC. | June 5, 2025 | Stockholder proposal entitled, "Affirmative Action Risks," if properly presented at the meeting. Diversity, Equity, and Inclusion |
Shareholder (E&S) | Against | AGAINST 24 funds |
Split 12 AGAINST, 9 ABSTAIN |
| NETFLIX INC. | June 5, 2025 | Stockholder proposal entitled, "Amend the Code of Ethics to enhance policies on non-discrimination, anti-harassment, and whistleblower protection," if properly presented at the meeting. Human Rights or Human Capital/workforce |
Shareholder (E&S) | Against | AGAINST 24 funds |
Split 1 FOR, 11 AGAINST, 9 ABSTAIN |
| NETFLIX INC. | June 5, 2025 | Stockholder proposal entitled, "Issue a Climate Transition Plan," if properly presented at the meeting. Environment or Climate |
Shareholder (E&S) | Against | AGAINST 24 funds |
Split 12 AGAINST, 9 ABSTAIN |
| NETFLIX INC. | June 5, 2025 | Stockholder proposal entitled, "Report on Charitable Giving," if properly presented at the meeting. Other Social Issues |
Shareholder (E&S) | Against | AGAINST 24 funds |
Split 12 AGAINST, 9 ABSTAIN |
| NIKE INC. | September 10, 2024 | To consider a shareholder proposal regarding Environmental Targets, if properly presented at the meeting. Environment or Climate |
Shareholder (E&S) | Against | Split 12 FOR, 10 AGAINST |
Split 3 FOR, 3 AGAINST, 8 ABSTAIN |
| NIKE INC. | September 10, 2024 | To consider a shareholder proposal regarding Supplemental Pay Equity Disclosure, if properly presented at the meeting. Diversity, Equity, and Inclusion |
Shareholder (E&S) | Against | Split 12 FOR, 10 AGAINST |
Split 3 FOR, 3 AGAINST, 8 ABSTAIN |
| NIKE INC. | September 10, 2024 | To consider a shareholder proposal regarding Worker-Driven Social Responsibility, if properly presented at the meeting. Human Rights or Human Capital/workforce |
Shareholder (E&S) | Against | Split 2 FOR, 21 AGAINST |
Split 6 AGAINST, 8 ABSTAIN |
| NIKE INC. | September 10, 2024 | To consider a shareholder proposal regarding a Divisive Partnerships Congruency Report, if properly presented at the meeting. Other Social Issues |
Shareholder (E&S) | Against | AGAINST 23 funds |
Split 6 AGAINST, 8 ABSTAIN |
| 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 | Split 2 FOR, 21 AGAINST |
Split 1 FOR, 5 AGAINST, 8 ABSTAIN |
| 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 | Split 10 FOR, 18 AGAINST |
Split 3 FOR, 10 AGAINST, 10 ABSTAIN |
| OLD DOMINION FREIGHT LINE INC. | May 21, 2025 | Shareholder proposal regarding emission reduction targets. Environment or Climate |
Shareholder (E&S) | Against | Split 7 FOR, 10 AGAINST |
Split 2 FOR, 4 AGAINST, 6 ABSTAIN |
| ORACLE CORP. | November 14, 2024 | Stockholder Proposal Regarding a Report on Climate Risks to Retirement Plan Beneficiaries Environment or Climate |
Shareholder (E&S) | Against | Split 1 FOR, 25 AGAINST |
Split 5 AGAINST, 2 ABSTAIN |
| ORACLE CORP. | November 14, 2024 | Stockholder Proposal Regarding a Report on Climate Risks to Retirement Plan Beneficiaries. Environment or Climate |
Shareholder (E&S) | Against | AGAINST 1 fund |
Split 1 AGAINST, 5 ABSTAIN |
| OTIS WORLDWIDE CORP. | May 15, 2025 | Shareholder proposal regarding reporting on political contributions and expenditures Other Social Issues |
Shareholder (E&S) | Against | Split 8 FOR, 8 AGAINST |
Split 4 FOR, 2 AGAINST, 5 ABSTAIN |
| PALO ALTO NETWORKS INC. | December 10, 2024 | To consider and vote upon a shareholder proposal, if properly presented at the Annual Meeting, regarding a report on climate risks to retirement plan beneficiaries. Environment or Climate |
Shareholder (E&S) | Against | Split 1 FOR, 20 AGAINST |
Split 1 FOR, 4 AGAINST, 4 ABSTAIN |
| PAYPAL HOLDINGS INC. | June 5, 2025 | Stockholder Proposal - Report on Charitable Giving. Other Social Issues |
Shareholder (E&S) | Against | AGAINST 20 funds |
Split 5 AGAINST, 5 ABSTAIN |
| PEPSICO INC. | May 7, 2025 | Shareholder Proposal - Report on Risks Related to Biodiversity and Nature Loss. Environment or Climate |
Shareholder (E&S) | Against | Split 9 FOR, 12 AGAINST |
Split 2 FOR, 4 AGAINST, 5 ABSTAIN |
| PEPSICO INC. | May 7, 2025 | Shareholder Proposal - Sustainable Packaging Policies for Plastics. Environment or Climate |
Shareholder (E&S) | Against | Split 1 FOR, 22 AGAINST |
Split 6 AGAINST, 5 ABSTAIN |
| PEPSICO INC. | May 7, 2025 | Shareholder Proposal - Third-Party Assessment on Non-Sugar Sweetener Risks. Other Social Issues |
Shareholder (E&S) | Against | Split 1 FOR, 22 AGAINST |
Split 1 FOR, 5 AGAINST, 5 ABSTAIN |
| PEPSICO INC. | May 7, 2025 | Shareholder Proposal - Third-Party Racial Equity Audit. Diversity, Equity, and Inclusion |
Shareholder (E&S) | Against | Split 2 FOR, 21 AGAINST |
Split 1 FOR, 5 AGAINST, 5 ABSTAIN |
| PFIZER INC. | April 24, 2025 | Issue a Report Evaluating the Risks Related to Religious Discrimination Against Employees Diversity, Equity, and Inclusion |
Shareholder (E&S) | Against | AGAINST 16 funds |
Split 6 AGAINST, 5 ABSTAIN |
| PLANET FITNESS INC. | May 6, 2025 | Stockholder proposal regarding EEO-1 report disclosure policy. Human Rights or Human Capital/workforce |
Shareholder (E&S) | None | Split 6 FOR, 3 AGAINST |
Split 1 FOR, 2 AGAINST, 4 ABSTAIN |
| PPL CORP. | May 16, 2025 | Shareowner Proposal regarding Independent Evaluation of Greenhouse Gas Reduction Targets Environment or Climate |
Shareholder (E&S) | Against | AGAINST 21 funds |
Split 2 AGAINST, 5 ABSTAIN |
| PROCTER & GAMBLE CO. | October 8, 2024 | Shareholder Proposal - Pay Gap Reporting Diversity, Equity, and Inclusion |
Shareholder (E&S) | Against | Split 11 FOR, 12 AGAINST |
Split 2 FOR, 1 AGAINST, 3 ABSTAIN |
| PROCTER & GAMBLE CO. | October 8, 2024 | Shareholder Proposal - Pay Gap Reporting. Diversity, Equity, and Inclusion |
Shareholder (E&S) | Against | AGAINST 1 fund |
Split 1 FOR, 3 AGAINST, 6 ABSTAIN |
| PULTEGROUP INC. | April 30, 2025 | Shareholder proposal on adoption of Paris-aligned emission reduction goals, if properly presented at the meeting. Environment or Climate |
Shareholder (E&S) | Against | AGAINST 18 funds |
Split 1 FOR, 3 AGAINST, 5 ABSTAIN |
| QUALCOMM INC. | March 18, 2025 | Stockholder proposal entitled "Protect Retirement Benefits." Environment or Climate |
Shareholder (E&S) | Against | Split 1 FOR, 25 AGAINST |
Split 5 AGAINST, 3 ABSTAIN |
| RTX CORP. | May 1, 2025 | Shareowner Proposal Requesting a Lobbying Transparency Report Other Social Issues |
Shareholder (E&S) | Against | AGAINST 19 funds |
Split 4 AGAINST, 4 ABSTAIN |
| SKYWEST INC. | May 6, 2025 | A shareholder proposal regarding collective bargaining policy. Human Rights or Human Capital/workforce |
Shareholder (E&S) | Against | Split 3 FOR, 3 AGAINST |
Split 1 FOR, 1 AGAINST, 6 ABSTAIN |
| SKYWORKS SOLUTIONS INC. | May 14, 2025 | To approve a stockholder proposal regarding disclosure of Scope 3 greenhouse gas emissions. Environment or Climate |
Shareholder (E&S) | Against | Split 8 FOR, 11 AGAINST |
Split 1 FOR, 1 AGAINST, 4 ABSTAIN |
| SMITH & WESSON BRANDS INC. | September 17, 2024 | A stockholder proposal (human rights impact assessment); Human Rights or Human Capital/workforce |
Shareholder (E&S) | Against | Split 2 FOR, 5 AGAINST |
FOR 1 fund |
| SONOCO PRODUCTS CO. | April 16, 2025 | Advisory (non-binding) shareholder proposal regarding transparency in political spending. Other Social Issues |
Shareholder (E&S) | Against | Split 4 FOR, 3 AGAINST, 1 ABSTAIN |
Split 1 FOR, 2 ABSTAIN |
| SOUTHERN CO. | May 21, 2025 | Stockholder proposal regarding a report on respecting workforce civil liberties Environment or Climate |
Shareholder (E&S) | Against | AGAINST 20 funds |
Split 7 AGAINST, 3 ABSTAIN |
| SOUTHERN CO. | May 21, 2025 | Stockholder proposal regarding conducting a net zero audit Environment or Climate |
Shareholder (E&S) | Against | AGAINST 20 funds |
Split 7 AGAINST, 3 ABSTAIN |
| SOUTHERN CO. | May 21, 2025 | Stockholder proposal regarding disclosing assumptions underlying continued reliance on fossil fuel-based energy Environment or Climate |
Shareholder (E&S) | Against | Split 6 FOR, 12 AGAINST |
Split 1 FOR, 6 AGAINST, 3 ABSTAIN |
| SPIRIT AEROSYSTEMS HOLDINGS INC. | May 23, 2025 | The Stockholder Proposal titled "Transparency in Political Spending" Other Social Issues |
Shareholder (E&S) | Against | Split 4 FOR, 2 AGAINST, 1 ABSTAIN |
ABSTAIN 2 funds |
| STARBUCKS CORP. | March 12, 2025 | Shareholder proposal requesting a report on human rights risks related to labor organizing. Environment or Climate |
Shareholder (E&S) | Against | AGAINST 24 funds |
Split 8 AGAINST, 6 ABSTAIN |
| STARBUCKS CORP. | March 12, 2025 | Shareholder proposal requesting an annual emissions congruency report Environment or Climate |
Shareholder (E&S) | Against | AGAINST 24 funds |
Split 5 AGAINST, 2 ABSTAIN |
| STARBUCKS CORP. | March 12, 2025 | Shareholder proposal requesting an annual report on discrimination risks related to charitable giving. Environment or Climate |
Shareholder (E&S) | Against | AGAINST 24 funds |
Split 8 AGAINST, 6 ABSTAIN |
| STARBUCKS CORP. | March 12, 2025 | Shareholder proposal requesting disclosure on cage-free egg commitments in China and Japan. Other Social Issues |
Shareholder (E&S) | Against | Split 1 FOR, 23 AGAINST |
Split 8 AGAINST, 6 ABSTAIN |
| STATE STREET CORP. | May 14, 2025 | Shareholder proposal requesting a report disclosing whether and how the Company addresses transition of workers and fairness to communities in its transition finance strategy, if properly presented. Environment or Climate |
Shareholder (E&S) | Against | AGAINST 20 funds |
Split 5 AGAINST, 6 ABSTAIN |
| STRYKER CORP. | May 8, 2025 | Shareholder Proposal to Support Transparency in Political Spending. Other Social Issues |
Shareholder (E&S) | Against | Split 12 FOR, 11 AGAINST |
Split 2 FOR, 4 AGAINST, 8 ABSTAIN |
| SYSCO CORP. | November 15, 2024 | To consider a stockholder proposal related to establishing measurable, time bound targets for ensuring group sow housing for its private brand pork products. Other Social Issues |
Shareholder (E&S) | Against | Split 10 FOR, 11 AGAINST |
Split 4 FOR, 6 ABSTAIN |
| TARGET CORP. | June 11, 2025 | Shareholder proposal requesting a report on how affirmative action initiatives impact Target's risks related to actual and perceived discrimination. Diversity, Equity, and Inclusion |
Shareholder (E&S) | Against | Split 1 FOR, 19 AGAINST |
Split 6 AGAINST, 4 ABSTAIN |
| TENET HEALTHCARE CORP. | May 22, 2025 | To report on strategies and programs for improving maternal health outcomes. Human Rights or Human Capital/workforce |
Shareholder (E&S) | Against | AGAINST 9 funds |
Split 2 AGAINST, 5 ABSTAIN |
| TERADYNE | May 9, 2025 | To vote on a shareholder proposal requiring the Company to prepare a report about political contributions and expenditures. Other Social Issues |
Shareholder (E&S) | Not determined | Split 11 FOR, 10 AGAINST |
Split 3 FOR, 2 AGAINST, 5 ABSTAIN |
| 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 | Split 4 FOR, 2 AGAINST |
Split 2 FOR, 5 AGAINST, 7 ABSTAIN |
| THE TIMKEN COMPANY | May 2, 2025 | Consideration of a shareholder proposal requesting that the Company adopt independently verified short- and medium-term science-based greenhouse gas emissions reduction targets, inclusive of emissions from its full value chain. Environment or Climate |
Shareholder (E&S) | Against | AGAINST 9 funds |
Split 3 AGAINST, 2 ABSTAIN |
| THE TRAVELERS COMPANIES, INC. | May 21, 2025 | Shareholder proposal relating to a report on climate-related pricing and coverage decisions, if presented at the Annual Meeting of Shareholders. Environment or Climate |
Shareholder (E&S) | Against | Split 1 FOR, 19 AGAINST |
Split 7 AGAINST, 6 ABSTAIN |
| THE WALT DISNEY COMPANY | March 20, 2025 | Shareholder proposal, if properly presented at the meeting, requesting a report on climate risks to retirement plan beneficiaries. Environment or Climate |
Shareholder (E&S) | Against | AGAINST 22 funds |
Split 7 AGAINST, 2 ABSTAIN |
| 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 23 funds |
Split 7 AGAINST, 2 ABSTAIN |
| THE WENDY'S COMPANY | May 21, 2025 | Stockholder proposal regarding an emissions reduction assessment, if properly presented at the Annual Meeting. Environment or Climate |
Shareholder (E&S) | Against | AGAINST 10 funds |
Split 2 AGAINST, 3 ABSTAIN |
| THE WENDY'S COMPANY | May 21, 2025 | Stockholder proposal regarding single-use plastics, if properly presented at the Annual Meeting. Environment or Climate |
Shareholder (E&S) | Against | AGAINST 10 funds |
Split 2 AGAINST, 3 ABSTAIN |
| THE WENDY'S COMPANY | May 21, 2025 | Stockholder proposal regarding worker-driven social responsibility, if properly presented at the Annual Meeting. Human Rights or Human Capital/workforce |
Shareholder (E&S) | Against | AGAINST 10 funds |
Split 2 AGAINST, 3 ABSTAIN |
| TYLER TECHNOLOGIES INC. | May 6, 2025 | Shareholder Proposal Regarding Political Spending. Other Social Issues |
Shareholder (E&S) | Against | Split 23 AGAINST, 1 ABSTAIN |
Split 1 FOR, 3 AGAINST, 6 ABSTAIN |
| U.S. BANCORP | April 15, 2025 | A shareholder proposal regarding a report on board oversight of risks relating to discrimination. Environment or Climate |
Shareholder (E&S) | Against | AGAINST 19 funds |
Split 5 AGAINST, 2 ABSTAIN |
| UNITED PARCEL SERVICE INC. | May 8, 2025 | To prepare a report on the risks arising from voluntary carbon-reduction commitments. Environment or Climate |
Shareholder (E&S) | Against | AGAINST 19 funds |
Split 6 AGAINST, 3 ABSTAIN |
| VERIZON COMMUNICATIONS INC. | May 22, 2025 | Climate lobbying alignment Environment or Climate |
Shareholder (E&S) | Against | Split 1 FOR, 19 AGAINST, 1 ABSTAIN |
Split 1 FOR, 4 AGAINST, 8 ABSTAIN |
| VERIZON COMMUNICATIONS INC. | May 22, 2025 | Discrimination in advertising services Environment or Climate |
Shareholder (E&S) | Against | Split 20 AGAINST, 1 ABSTAIN |
Split 5 AGAINST, 8 ABSTAIN |
| VERIZON COMMUNICATIONS INC. | May 22, 2025 | Lead-sheathed cable report Other Social Issues |
Shareholder (E&S) | Against | Split 20 AGAINST, 1 ABSTAIN |
Split 5 AGAINST, 8 ABSTAIN |
| VISA INC. | January 28, 2025 | Shareholder proposal on gender-based compensation gaps and associated risks. Environment or Climate |
Shareholder (E&S) | Against | AGAINST 28 funds |
Split 12 AGAINST, 11 ABSTAIN |
| VISA INC. | January 28, 2025 | Shareholder proposal on transparency in lobbying. Other Social Issues |
Shareholder (E&S) | Against | Split 3 FOR, 24 AGAINST, 1 ABSTAIN |
Split 11 AGAINST, 11 ABSTAIN |
| VISA INC. | January 28, 2025 | Shareholder proposal requesting a report on policy on merchant category codes. Human Rights or Human Capital/workforce |
Shareholder (E&S) | Against | AGAINST 28 funds |
Split 12 AGAINST, 11 ABSTAIN |
| WALGREENS BOOTS ALLIANCE INC. | January 30, 2025 | Stockholder proposal requesting a report on cigarette waste. Environment or Climate |
Shareholder (E&S) | Against | AGAINST 17 funds |
Split 3 AGAINST, 4 ABSTAIN |
| WALMART INC. | June 5, 2025 | Health and Safety Governance Human Rights or Human Capital/workforce |
Shareholder (E&S) | Against | Split 1 FOR, 21 AGAINST |
Split 2 FOR, 7 AGAINST, 10 ABSTAIN |
| WALMART INC. | June 5, 2025 | Racial Equity Audit Diversity, Equity, and Inclusion |
Shareholder (E&S) | Against | Split 2 FOR, 20 AGAINST |
Split 1 FOR, 8 AGAINST, 10 ABSTAIN |
| WALMART INC. | June 5, 2025 | Report on Delays in Revising Diversity, Equity, and Inclusion (DEI) Initiatives Diversity, Equity, and Inclusion |
Shareholder (E&S) | Against | AGAINST 22 funds |
Split 9 AGAINST, 10 ABSTAIN |
| WALMART INC. | June 5, 2025 | Report on Reduction of Plastic Packaging and Recyclability Claims Environment or Climate |
Shareholder (E&S) | Against | Split 1 FOR, 21 AGAINST |
Split 9 AGAINST, 10 ABSTAIN |
| WALMART INC. | June 5, 2025 | Request for Third-Party Assessment of Company Policies Regarding Law Enforcement Information Requests Related to Medication Use by Customers and Employees Human Rights or Human Capital/workforce |
Shareholder (E&S) | Against | AGAINST 22 funds |
Split 9 AGAINST, 10 ABSTAIN |
| WALMART INC. | June 5, 2025 | Respect Civil Liberties in Advertising Services Environment or Climate |
Shareholder (E&S) | Against | AGAINST 22 funds |
Split 9 AGAINST, 10 ABSTAIN |
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How items are matched and positions counted: see the comparison table and the methodology. Built November 1, 2026 from SEC Form N-PX filings.