Home › Asset managers › Compare 2024-2025 › Equitable vs Jackson National
Equitable 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 | 11,158 | 8,823 | 328 | 2,007 | 96.4% | 90.3% |
| Board proposals | 8,777 | 6,964 | 308 | 1,505 | 95.8% | 89.9% |
| E&S shareholder proposals | 245 | 106 | 1 | 138 | 99.1% | 84.0% |
| Other items | 2,136 | 1,753 | 19 | 364 | 98.9% | 92.7% |
Everything Voted differently Split votes
All ballot items Board proposals E&S shareholder proposals Other items
383 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 | Jackson National |
|---|---|---|---|---|---|---|
| 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 | Split 12 FOR, 9 AGAINST |
Split 9 FOR, 3 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 | Split 9 FOR, 11 AGAINST |
AGAINST 12 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 | Split 5 FOR, 2 AGAINST |
AGAINST 1 fund |
| GE AEROSPACE | May 6, 2025 | Shareholder Proposal Requesting Vote on Severance Payments Corporate Governance |
Other | Against | Split 1 FOR, 22 AGAINST |
Split 1 FOR, 13 AGAINST |
| GEA GROUP AG | April 30, 2025 | Approve Virtual-Only Shareholder Meetings Until 2027 Corporate Governance |
Other | For | Split 9 FOR, 1 AGAINST |
FOR 1 fund |
| GILEAD SCIENCES INC. | May 7, 2025 | To vote on a stockholder proposal requesting an independent Board Chair policy, if properly presented at the Annual Meeting. Corporate Governance |
Other | Against | AGAINST 21 funds |
Split 12 FOR, 5 AGAINST |
| GINKGO BIOWORKS HOLDINGS INC. | August 14, 2024 | To approve Article VIII of the Company's Amended and Restated Certificate of Incorporation to permit officer exculpation. Director Elections |
Other | For | Split 2 FOR, 5 AGAINST |
Split 1 FOR, 1 AGAINST |
| GLOBALSTAR INC. | May 20, 2025 | Approve the amendment to our Certificate of Incorporation to provide for officer exculpation. Director Elections |
Other | For | Split 4 FOR, 4 AGAINST |
AGAINST 1 fund |
| GODADDY INC. | June 4, 2025 | Company Proposal - Approval of an Amendment to the Company's Restated Certificate of Incorporation to limit liability of officers as permitted by law Director Elections |
Other | For | Split 20 FOR, 1 AGAINST |
Split 9 FOR, 1 AGAINST |
| GROUP 1 AUTOMOTIVE INC. | May 13, 2025 | Shareholder Proposal: Simple Majority Vote. Corporate Governance |
Other | Against | Split 3 FOR, 3 AGAINST |
Split 7 FOR, 1 AGAINST |
| GRUPO AEROPORTUARIO DEL SURESTE SA DE CV | April 23, 2025 | Approve Individual and Consolidated Financial Statements Corporate Governance |
Other | For | FOR 1 fund |
Split 1 FOR, 1 ABSTAIN |
| GRUPO MEXICO S.A.B. DE C.V | April 30, 2025 | Approve Granting/Withdrawal of Powers Other |
Other | For | AGAINST 2 funds |
Split 1 FOR, 3 AGAINST |
| HANNOVER RUECK SE | May 7, 2025 | Approve Discharge of Supervisory Board Member Herbert Haas for Fiscal Year 2024 Director Elections |
Other | For | Split 4 FOR, 3 AGAINST |
FOR 3 funds |
| HANNOVER RUECK SE | May 7, 2025 | Approve Discharge of Supervisory Board Member Torsten Leue for Fiscal Year 2024 Director Elections |
Other | For | Split 4 FOR, 3 AGAINST |
FOR 3 funds |
| HANNOVER RUECK SE | May 7, 2025 | Approve Virtual-Only Shareholder Meetings Until 2027 Corporate Governance |
Other | For | Split 7 FOR, 1 AGAINST |
Split 1 FOR, 2 AGAINST |
| HARTFORD INSURANCE GROUP INC. | May 21, 2025 | Shareholder proposal that the Company adopt special meeting rights for shareholders Corporate Governance |
Other | Against | Split 9 FOR, 10 AGAINST |
Split 2 FOR, 11 AGAINST |
| HCA HEALTHCARE INC. | April 24, 2025 | Stockholder proposal, if properly presented at the meeting, regarding lavish golden parachutes. Compensation |
Other | Against | Split 12 FOR, 8 AGAINST |
Split 1 FOR, 12 AGAINST |
| HCA HEALTHCARE INC. | April 24, 2025 | To approve an amendment to our amended and restated certificate of incorporation to provide for the exculpation of officers as permitted by Delaware law. Director Elections |
Other | For | Split 19 FOR, 2 AGAINST |
Split 11 FOR, 2 AGAINST |
| HEIDELBERG MATERIALS AG | May 15, 2025 | Approve Discharge of Supervisory Board Member Bernd Scheifele for Fiscal Year 2024 Director Elections |
Other | For | Split 3 FOR, 3 AGAINST |
FOR 9 funds |
| HENKEL AG & CO. KGAA | April 28, 2025 | APPROVE DISCHARGE OF SHAREHOLDERS' COMMITTEE FOR FISCAL YEAR 2024 Director Elections |
Other | For | FOR 8 funds |
Split 1 FOR, 3 AGAINST |
| HENKEL AG & CO. KGAA | April 28, 2025 | APPROVE DISCHARGE OF SUPERVISORY BOARD FOR FISCAL YEAR 2024 Director Elections |
Other | For | Split 4 FOR, 3 AGAINST |
Split 1 FOR, 3 AGAINST |
| HF SINCLAIR CORP. | May 14, 2025 | Approval of HF Sinclair's Second Amended and Restated Certificate of Incorporation to provide for officer exculpation. Director Elections |
Other | For | FOR 8 funds |
Split 7 FOR, 1 AGAINST |
| HILTON WORLDWIDE HOLDINGS INC. | May 14, 2025 | Approval of amendments to the certificate of incorporation to limit liability of certain officers as permitted by law and eliminate provisions that are no longer applicable. Director Elections |
Other | For | FOR 21 funds |
Split 15 FOR, 3 AGAINST |
| HOME DEPOT INC. | May 22, 2025 | Shareholder Proposal Regarding Independent Board Chair Corporate Governance |
Other | Against | Split 1 FOR, 22 AGAINST |
Split 9 FOR, 8 AGAINST |
| HONEYWELL INTERNATIONAL INC. | May 20, 2025 | Shareowner Proposal - Independent Board Chairman. Corporate Governance |
Other | Against | Split 1 FOR, 20 AGAINST |
Split 1 FOR, 12 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 | Split 5 FOR, 6 AGAINST, 1 ABSTAIN |
Split 11 FOR, 2 AGAINST |
| HUNTINGTON INGALLS INDUSTRIES INC. | April 30, 2025 | Proposal to eliminate the personal liability of officers for monetary damages for breach of certain fiduciary duties as permitted by Delaware law. Director Elections |
Other | For | FOR 18 funds |
Split 9 FOR, 1 AGAINST |
| ICU MEDICAL INC. | May 13, 2025 | To approve, on an advisory basis, a stockholder proposal to adopt simple majority voting. Shareholder Rights and Defenses |
Other | Against | Split 7 FOR, 3 AGAINST |
FOR 6 funds |
| ILLINOIS TOOL WORKS INC. | May 2, 2025 | A non-binding stockholder proposal, if properly presented at the meeting, for stockholder ratification of termination pay. Compensation |
Other | Against | Split 10 FOR, 9 AGAINST |
Split 2 FOR, 8 AGAINST |
| INDEPENDENT BANK GROUP INC. | August 14, 2024 | The IBTX adjournment proposal: to adjourn or postpone the IBTX special meeting, if necessary or appropriate, to solicit additional proxies if, immediately prior to such adjournment or postponement, there are not sufficient votes to approve the IBTX merger proposal or to ensure that any supplement or amendment to the accompanying joint proxy statement/prospectus is timely provided to holders of IBTX common stock. Corporate Governance |
Other | For | Split 3 FOR, 3 ABSTAIN |
FOR 6 funds |
| INGLES MARKETS INC. | March 3, 2025 | Shareholder proposal to increase the size of the Company's board of directors. Corporate Governance |
Other | Against | Split 2 FOR, 4 AGAINST |
Split 2 FOR, 3 AGAINST |
| INTEGER HOLDINGS CORP. | May 21, 2025 | To approve an amendment to the Company's Restated Certificate of Incorporation to include an officer exculpation provision. Director Elections |
Other | For | FOR 9 funds |
Split 8 FOR, 1 AGAINST |
| 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 | Split 1 FOR, 17 AGAINST |
Split 7 FOR, 5 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 | Split 14 FOR, 7 ABSTAIN |
Split 12 FOR, 2 AGAINST |
| INTUIT INC. | January 23, 2025 | Approval of an amendment to our Certificate of Incorporation to limit the liability of certain officers in accordance with recent Delaware law amendments. Director Elections |
Other | For | Split 24 FOR, 2 AGAINST |
Split 18 FOR, 4 AGAINST |
| IQVIA HOLDINGS INC. | April 24, 2025 | Approve a Company proposal to amend IQVIA's Certificate of Incorporation regarding officer exculpation. Shareholder Rights and Defenses |
Other | For | FOR 24 funds |
Split 10 FOR, 2 AGAINST |
| IQVIA HOLDINGS INC. | April 24, 2025 | If properly presented, a stockholder proposal concerning special stockholder meetings. Corporate Governance |
Other | Against | Split 6 FOR, 17 AGAINST |
Split 1 FOR, 11 AGAINST |
| ITERIS INC. | October 22, 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 | Split 5 FOR, 2 ABSTAIN |
FOR 1 fund |
| JABIL INC. | January 23, 2025 | Vote on a stockholder proposal requesting director election resignation governance guidelines. Corporate Governance |
Other | Against | AGAINST 20 funds |
Split 1 FOR, 9 AGAINST |
| JOHN B. SANFILIPPO & SON INC. | October 30, 2024 | Amend the Company's Restated Certificate of Incorporation to limit the liability of officers as permitted by law. Director Elections |
Other | For | Split 4 FOR, 2 AGAINST |
AGAINST 3 funds |
| JOHNSON & JOHNSON | April 24, 2025 | Shareholder opportunity to vote on excessive golden parachutes Corporate Governance |
Other | Against | Split 1 FOR, 21 AGAINST |
AGAINST 20 funds |
| JPMORGAN CHASE & CO. | May 20, 2025 | Support for an independent board chairman Corporate Governance |
Other | Against | Split 2 FOR, 18 AGAINST |
Split 2 FOR, 17 AGAINST |
| JUNIPER NETWORKS INC. | May 28, 2025 | To vote on a stockholder proposal, if properly presented at the meeting, requesting that the Company reform the election of its directors to list more candidates than the number of directors to be elected to the Board. Shareholder Rights and Defenses |
Other | Against | AGAINST 20 funds |
Split 2 FOR, 8 AGAINST |
| KINSALE CAPITAL GROUP INC. | May 22, 2025 | Approval of an Amendment to the Company's Certificate of Incorporation to include the exculpation of officers Director Elections |
Other | For | FOR 8 funds |
Split 7 FOR, 1 AGAINST |
| KNORR-BREMSE AG | April 30, 2025 | Approve Discharge of Supervisory Board for Fiscal Year 2024 Director Elections |
Other | For | Split 5 FOR, 3 AGAINST |
FOR 1 fund |
| KNORR-BREMSE AG | April 30, 2025 | Approve Virtual-Only Shareholder Meetings Until 2027 Corporate Governance |
Other | For | Split 8 FOR, 1 AGAINST |
FOR 1 fund |
| KRAFT HEINZ CO. | May 8, 2025 | Stockholder Proposal - Adopt policy on independent board chair, if properly presented. Corporate Governance |
Other | Against | Split 9 FOR, 8 AGAINST |
Split 9 FOR, 2 AGAINST |
| LAMB WESTON HOLDINGS INC. | September 26, 2024 | Approval of an Amendment to the Company's Amended and Restated Certificate of Incorporation to Allow for Exculpation of Officers as Permitted by Delaware Law. Director Elections |
Other | For | Split 22 FOR, 1 AGAINST |
Split 12 FOR, 1 AGAINST |
| LEIDOS HOLDINGS INC. | May 2, 2025 | Amend Certificate of Incorporation to Limit Liability of Officers as Permitted by Law. Director Elections |
Other | For | FOR 18 funds |
Split 11 FOR, 1 AGAINST |
| LENNAR CORP. | April 9, 2025 | Vote on a stockholder proposal on an Independent Board Chairman. Corporate Governance |
Other | Against | Split 8 FOR, 12 AGAINST |
Split 1 FOR, 9 AGAINST |
| LIBERTY BROADBAND CORP. | February 26, 2025 | A proposal to approve the adjournment of the special meeting by Liberty Broadband from time to time to solicit additional proxies in favor of the above listed proposal if there are insufficient votes at the time of such adjournment to approve the above listed proposal or if otherwise determined by the chairperson of the meeting to be necessary or appropriate. Corporate Governance |
Other | For | Split 3 FOR, 4 ABSTAIN |
FOR 4 funds |
| LIBERTY EN | April 15, 2025 | Approve an amendment to the Company's certificate of incorporation to delete the waiver of Section 203 of the Delaware General Corporation Law. Corporate Governance |
Other | Not determined | Split 3 FOR, 3 AGAINST |
AGAINST 4 funds |
| 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 | Split 3 FOR, 2 AGAINST |
Split 4 FOR, 3 AGAINST |
| 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 | Split 3 FOR, 3 AGAINST |
AGAINST 2 funds |
| LITHIA MOTORS INC. | April 24, 2025 | Vote on a shareholder proposal requesting shareholder approval of certain executive severance arrangements, if properly presented. Corporate Governance |
Other | Against | Split 4 FOR, 2 AGAINST |
Split 4 FOR, 5 AGAINST |
| 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 | Split 6 FOR, 2 AGAINST |
AGAINST 1 fund |
| 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 | Split 11 FOR, 7 AGAINST |
Split 6 FOR, 2 AGAINST |
| LOCKHEED MARTIN CORP. | May 9, 2025 | Stockholder Proposal Requesting Shareholder Approval Requirement for Excessive Golden Parachutes Compensation |
Other | Against | Split 10 FOR, 9 AGAINST |
Split 4 FOR, 8 AGAINST |
| LPP S.A. | November 15, 2024 | ELECT DEPUTY CEO Corporate Governance |
Other | For | AGAINST 1 fund |
Split 2 FOR, 2 AGAINST |
| MARATHON PETROLEUM CORP. | April 30, 2025 | Shareholder proposal to support a simple majority vote. Shareholder Rights and Defenses |
Other | Against | Split 13 FOR, 5 AGAINST |
Split 13 FOR, 1 AGAINST |
| MARINE PRODUCTS CORP. | April 22, 2025 | To remove a provision from our Certificate of Incorporation specifying the requirements to call a special meeting of stockholders. Shareholder Rights and Defenses |
Other | For | Split 3 FOR, 5 AGAINST |
FOR 2 funds |
| MARVELL TECHNOLOGY INC. | June 13, 2025 | To consider and act on one stockholder proposal, entitled "Independent Board Chairman", if properly presented at the Annual Meeting. Corporate Governance |
Other | Against | Split 6 FOR, 6 AGAINST |
Split 7 FOR, 5 AGAINST |
| MASIMO CORP. | September 19, 2024 | Politan Group proposal to repeal any provision of, or amendment to, the Company's bylaws adopted by the Board without stockholder approval subsequent to April 20, 2023 and up to and including the date of the Annual Meeting. Corporate Governance |
Other | Contested | FOR 4 funds |
Split 1 FOR, 4 AGAINST |
| MATTEL INC. | May 28, 2025 | Approval of an amendment to Mattel, Inc.'s Restated Certificate of Incorporation to provide for officer exculpation as permitted by Delaware law. Director Elections |
Other | For | Split 9 FOR, 1 AGAINST |
FOR 8 funds |
| MCKESSON CORP. | July 31, 2024 | Approve Amendment to Certificate of Incorporation to Provide for Officer Exculpation. Director Elections |
Other | For | Split 19 FOR, 1 AGAINST |
Split 13 FOR, 4 AGAINST |
| MERCEDES-BENZ GROUP AG | May 7, 2025 | Voting Instructions for Motions or Nominations by Shareholders that are not Made Accessible Before the AGM and that are Made or Amended in the Course of the AGM Corporate Governance |
Other | Not determined | Split 3 FOR, 4 AGAINST |
AGAINST 3 funds |
| MERCK KGAA | April 25, 2025 | APPROVE VIRTUAL-ONLY SHAREHOLDER MEETINGS UNTIL 2027 Corporate Governance |
Other | For | Split 8 FOR, 1 AGAINST |
FOR 5 funds |
| 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 | Split 19 FOR, 5 AGAINST |
Split 15 FOR, 9 AGAINST |
| META PLATFORMS INC. | May 28, 2025 | A shareholder proposal regarding dual class capital structure. Shareholder Rights and Defenses |
Other | Against | Split 24 FOR, 3 AGAINST |
Split 22 FOR, 2 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 | Split 19 FOR, 1 AGAINST |
Split 9 FOR, 5 AGAINST |
| MICROSTRATEGY INC. | January 21, 2025 | To approve one or more proposals to adjourn the Special Meeting if necessary to solicit additional proxies if there are insufficient votes at the time of the Special Meeting to approve Proposal 1, Proposal 2, and/or Proposal 3 ("Proposal 4"). Corporate Governance |
Other | For | Split 2 FOR, 8 AGAINST |
Split 4 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 | FOR 1 fund |
Split 6 FOR, 4 AGAINST |
| MONEYLION INC | April 10, 2025 | to approve the adjournment from time to time of the special meeting of stockholders of MoneyLion (referred to as the "MoneyLion special meeting"), if necessary to solicit additional proxies if there are not sufficient votes to approve the merger agreement proposal at the time of the MoneyLion special meeting or any adjournment or postponement thereof (referred to as the "adjournment proposal") Corporate Governance |
Other | For | Split 5 FOR, 2 ABSTAIN |
FOR 3 funds |
| MONGODB INC. | June 30, 2025 | Approval of an amendment to the Company's charter to limit the liability of certain officers as permitted by Delaware law. Director Elections |
Other | For | Split 6 FOR, 1 AGAINST |
Split 8 FOR, 3 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 | Split 6 FOR, 13 AGAINST |
Split 1 FOR, 13 AGAINST |
| MOODY'S | April 15, 2025 | Stockholder proposal requesting stockholder ratification of certain executive severance arrangements. Compensation |
Other | Against | Split 1 FOR, 18 AGAINST |
AGAINST 13 funds |
| MURPHY USA INC. | May 1, 2025 | Stockholder Proposal-Elect Each Director Annually. Shareholder Rights and Defenses |
Other | Against | FOR 7 funds |
Split 10 FOR, 1 AGAINST |
| NABORS INDUSTRIES LTD. | January 17, 2025 | To vote on a proposal to approve the adjournment of the Nabors special general meeting to a later date or dates, if necessary or appropriate, to solicit additional proxies in the event there are not sufficient votes at the time of the Nabors special general meeting to approve the Nabors share issuance proposal or in the absence of a quorum. Corporate Governance |
Other | For | Split 4 FOR, 2 ABSTAIN |
FOR 4 funds |
| NASDAQ INC. | June 11, 2025 | Approval of an amendment to the Company's Amended and Restated Certificate of Incorporation to provide for limited officer exculpation Director Elections |
Other | For | Split 20 FOR, 1 AGAINST |
FOR 11 funds |
| NATIONAL BEVERAGE CORP. | October 4, 2024 | Shareholder proposal requesting annual preparation and disclosure of a comprehensive Environmental, Social and Governance (ESG) report, if properly presented at the meeting. Environment or Climate |
Other | Against | FOR 6 funds |
Split 2 FOR, 4 AGAINST |
| NATURAL GROCERS BY VITAMIN COTTAGE INC. | March 5, 2025 | TO APPROVE AN AMENDMENT TO THE COMPANY'S AMENDED AND RESTATED CERTIFICATE OF INCORPORATION TO LIMIT THE LIABILITY OF CERTAIN OFFICERS OF THE COMPANY AS PERMITTED BY AMENDMENTS TO DELAWARE LAW. Director Elections |
Other | For | Split 5 FOR, 3 AGAINST |
AGAINST 2 funds |
| NEMETSCHEK SE | May 20, 2025 | APPROVE DISCHARGE OF SUPERVISORY BOARD MEMBER KURT DOBITSCH FOR FISCAL YEAR 2024 Director Elections |
Other | For | Split 3 FOR, 3 AGAINST |
FOR 1 fund |
| 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 | Split 11 FOR, 9 AGAINST |
Split 13 FOR, 11 AGAINST |
| NEVRO CORP. | April 2, 2025 | To approve the adjournment of the special meeting to a later date or dates if necessary to solicit additional proxies if there are insufficient votes in person or by proxy to approve the proposal to adopt the Merger Agreement at the time of the special meeting. Corporate Governance |
Other | For | Split 5 FOR, 3 ABSTAIN |
FOR 2 funds |
| NEWMARK GROUP INC. | October 17, 2024 | Approval of the amendment and restatement of the Company's Amended and Restated Certificate of Incorporation to provide for officer exculpation to the extent permitted under Delaware law. Director Elections |
Other | For | Split 3 FOR, 3 AGAINST |
AGAINST 3 funds |
| NISOURCE INC. | May 12, 2025 | To consider a stockholder proposal requesting to support special shareholder meeting improvement. Corporate Governance |
Other | Against | Split 9 FOR, 10 AGAINST |
AGAINST 12 funds |
| NVIDIA | June 25, 2025 | Approval of a stockholder proposal to adopt a new director election resignation governance policy. Corporate Governance |
Other | Against | Split 1 FOR, 29 AGAINST |
Split 2 FOR, 24 AGAINST |
| NVIDIA | June 25, 2025 | Approval of a stockholder proposal to eliminate the holding period requirement to call a special stockholder meeting. Corporate Governance |
Other | Against | Split 2 FOR, 27 AGAINST |
Split 3 FOR, 23 AGAINST |
| NVR INC. | May 6, 2025 | Shareholder proposal to provide shareholders with the right to call a special meeting. Corporate Governance |
Other | Against | Split 8 FOR, 9 AGAINST |
AGAINST 9 funds |
| OMNICOM GROUP INC. | May 6, 2025 | Shareholder proposal regarding an independent Board Chairman. Corporate Governance |
Other | Against | AGAINST 20 funds |
Split 2 FOR, 13 AGAINST |
| OMV AG | May 27, 2025 | APPROVE DISCHARGE OF SUPERVISORY BOARD FOR FISCAL YEAR 2024 Capital Structure |
Other | For | Split 4 FOR, 3 AGAINST |
FOR 3 funds |
| ORGANON & CO. | June 10, 2025 | Shareholder proposal requesting adoption of a director election resignation guideline. Corporate Governance |
Other | Against | AGAINST 5 funds |
Split 2 FOR, 5 AGAINST |
| PACCAR INC | April 29, 2025 | Stockholder proposal regarding a shareholder vote on excessive golden parachutes Say-on-Pay |
Other | Against | Split 7 FOR, 8 AGAINST |
Split 1 FOR, 12 AGAINST |
| PANGAEA LOGISTICS SOLUTIONS LTD. | December 30, 2024 | To adjourn or postpone the Special Meeting if necessary or appropriate to solicit additional proxies if there are insufficient votes at the time of the Special Meeting to constitute a quorum or to approve Proposal 1 or Proposal 2, and to ensure that any supplement or amendment to the proxy statement is timely provided to the Company's shareholders (referred to as "Proposal 2"). Corporate Governance |
Other | For | Split 4 FOR, 2 ABSTAIN |
FOR 2 funds |
| 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 10 funds |
Split 4 FOR, 1 AGAINST |
| PARAGON 28 INC. | April 17, 2025 | To approve any adjournment of the special meeting for the purpose of soliciting additional proxies if there are insufficient votes at the special meeting to adopt the merger agreement. Corporate Governance |
Other | For | Split 3 FOR, 2 ABSTAIN |
FOR 1 fund |
| PARTNERS GROUP HOLDING AG | May 21, 2025 | TRANSACT OTHER BUSINESS (VOTING) Corporate Governance |
Other | For | Split 3 AGAINST, 3 ABSTAIN |
Split 7 AGAINST, 1 ABSTAIN |
| PAYPAL HOLDINGS INC. | June 5, 2025 | Stockholder Proposal - Reduce Threshold to Call Special Meetings of Stockholders. Corporate Governance |
Other | Against | Split 10 FOR, 8 AGAINST |
Split 1 FOR, 10 AGAINST |
| PHILLIPS 66 | May 21, 2025 | Elliott's proposal to approve, on an advisory basis, a resolution requesting that the Board of Directors adopt a policy to implement the annual election of all directors. Shareholder Rights and Defenses |
Other | Contested | AGAINST 10 funds |
Split 1 FOR, 8 AGAINST |
| PHOENIX GROUP HOLDINGS PLC | May 13, 2025 | Adopt New Articles of Association Corporate Governance |
Other | For | FOR 9 funds |
Split 1 FOR, 2 AGAINST |
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How items are matched and positions counted: see the comparison table and the methodology. Built October 18, 2026 from SEC Form N-PX filings.