Home › Asset managers › Compare 2024-2025 › Equitable vs Lincoln Financial
Equitable 2024-2025 · Lincoln Financial 2024-2025 · Download the item list (CSV)
| Common items | Same | Differ | Split (not in %) | Same position | Fund-level | |
|---|---|---|---|---|---|---|
| All ballot items | 62,871 | 52,114 | 2,383 | 8,374 | 95.6% | 90.5% |
| Board proposals | 53,217 | 43,642 | 2,159 | 7,416 | 95.3% | 89.9% |
| E&S shareholder proposals | 265 | 109 | 4 | 152 | 96.5% | 81.3% |
| Other items | 9,389 | 8,363 | 220 | 806 | 97.4% | 94.1% |
Everything Voted differently Split votes
All ballot items Board proposals E&S shareholder proposals Other items
1,026 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 | Lincoln Financial |
|---|---|---|---|---|---|---|
| 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 |
Split 1 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 |
Split 1 FOR, 1 AGAINST |
| PARTNERS GROUP HOLDING AG | May 21, 2025 | TRANSACT OTHER BUSINESS (VOTING) Corporate Governance |
Other | For | Split 3 AGAINST, 3 ABSTAIN |
Split 3 AGAINST, 1 ABSTAIN |
| PATTERSON COMPANIES INC. | April 1, 2025 | To adjourn the special meeting to a later date or dates if necessary to solicit additional proxies if there are insufficient votes to adopt and approve the Merger Agreement and the transactions contemplated thereby, including the Merger, at the time of the special meeting. Corporate Governance |
Other | For | FOR 10 funds |
Split 2 FOR, 1 AGAINST |
| 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 3 FOR, 5 AGAINST |
| PEARSON PLC | May 2, 2025 | AUTHORISE THE COMPANY TO CALL GENERAL MEETING WITH TWO WEEKS' NOTICE Shareholder Rights and Defenses |
Other | For | FOR 9 funds |
Split 1 FOR, 1 AGAINST |
| PERFICIENT INC. | July 30, 2024 | To approve the adjournment of the special meeting of stockholders of Perficient (the "Special Meeting") to a later date or dates, if necessary or appropriate, 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 9 funds |
Split 2 FOR, 1 AGAINST |
| PERPETUAL LTD. | October 17, 2024 | Elect Rodney Forrest as Director Director Elections |
Other | Against | Split 1 FOR, 1 AGAINST |
AGAINST 1 fund |
| PETIQ INC. | October 22, 2024 | To approve any proposal to adjourn the special meeting to a late date or dates, if necessary or appropriate, 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 9 funds |
Split 3 FOR, 1 AGAINST |
| PETROCHINA COMPANY LTD. | June 5, 2025 | Approve Report of the Board of Directors Corporate Governance |
Other | For | FOR 1 fund |
Split 1 FOR, 1 AGAINST |
| PHOENIX GROUP HOLDINGS PLC | May 13, 2025 | Authorise the Company to Call General Meeting with Two Weeks' Notice Corporate Governance |
Other | For | FOR 9 funds |
Split 1 FOR, 1 AGAINST |
| May 22, 2025 | Approve an amendment to our Amended and Restated Certificate of Incorporation to provide for officer exculpation as permitted by Delaware law. Corporate Governance |
Other | For | Split 4 FOR, 4 AGAINST |
Split 2 FOR, 7 AGAINST |
|
| PLAYAGS INC. | August 6, 2024 | To approve the adjournment of the special meeting of the PlayAGS stockholders (the "Special Meeting") to a later date or dates, if necessary or appropriate, to solicit additional proxies to approve the proposal to approve the Merger Agreement if there are insufficient votes to approve the Merger Agreement at the time of the Special Meeting. Corporate Governance |
Other | For | FOR 7 funds |
Split 2 FOR, 1 AGAINST |
| PORTILLO'S INC. | June 10, 2025 | Shareholder Proposal, if properly presented Corporate Governance |
Other | Against | Split 4 FOR, 2 AGAINST |
Split 2 FOR, 2 AGAINST |
| POST HOLDINGS INC. | January 30, 2025 | Management proposal to eliminate certain supermajority voting requirements. Shareholder Rights and Defenses |
Other | For | Split 8 FOR, 1 ABSTAIN |
FOR 5 funds |
| POST HOLDINGS INC. | January 30, 2025 | Shareholder proposal concerning adoption of a director election resignation guideline. Corporate Governance |
Other | Against | AGAINST 9 funds |
Split 2 FOR, 3 AGAINST |
| POST HOLDINGS INC. | January 30, 2025 | Shareholder proposal to eliminate all supermajority voting requirements. Corporate Governance |
Other | Against | Split 8 FOR, 1 AGAINST |
Split 2 FOR, 3 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 | Split 6 FOR, 4 AGAINST |
AGAINST 4 funds |
| PREMIER FINANCIAL CORP. | December 11, 2024 | To approve the adjournment of the Premier Financial Special Meeting, if necessary, to permit further solicitation of proxies if there are not sufficient votes at the time of the Premier Financial special meeting to adopt the Merger pursuant to the Merger Agreement. Corporate Governance |
Other | For | FOR 7 funds |
Split 3 FOR, 1 AGAINST |
| PRESTIGE C | August 6, 2024 | To approve the Amendments to our Amended and Restated Certificate of Incorporation. Corporate Governance |
Other | Not determined | FOR 7 funds |
Split 4 FOR, 1 AGAINST |
| PROASSURANCE CORP. | June 24, 2025 | To adjourn the special meeting from time to time, if necessary, as determined in good faith by the ProAssurance board of directors, including for the purpose of soliciting additional votes for the approval of the merger proposal if there are insufficient votes at the time of the special meeting to approve the merger proposal. Corporate Governance |
Other | For | FOR 7 funds |
Split 3 FOR, 1 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 | Split 12 FOR, 7 AGAINST |
Split 5 FOR, 7 AGAINST |
| PRUDENTIAL FINANCIAL INC. | May 13, 2025 | Shareholder proposal regarding an Independent Board Chairman. Corporate Governance |
Other | Against | Split 8 FOR, 10 AGAINST |
Split 2 FOR, 4 AGAINST |
| PRUDENTIAL PLC | May 14, 2025 | Authorise the Company to Call General Meeting with Two Weeks' Notice Corporate Governance |
Other | For | FOR 9 funds |
Split 2 FOR, 1 AGAINST |
| PT ADARO ENERGY INDONESIA TBK | November 18, 2024 | Approve Change of Company Name Corporate Governance |
Other | For | AGAINST 1 fund |
Split 1 FOR, 1 AGAINST |
| PUMA SE | May 21, 2025 | APPROVE DISCHARGE OF SUPERVISORY BOARD FOR FISCAL YEAR 2024 Director Elections |
Other | For | Split 3 FOR, 3 AGAINST |
FOR 2 funds |
| PURPLE INNOVATION INC. | October 15, 2024 | Approve an amendment to Purple Innovation, Inc.'s Second Amended and Restated Certificate of Incorporation, to prohibit certain acquisitions of shares of our common stock in order to protect the tax benefits of our approximately $238 million of net operating loss carryforwards, as described in our Proxy Statement. Shareholder Rights and Defenses |
Other | For | FOR 7 funds |
Split 1 FOR, 2 AGAINST |
| PURPLE INNOVATION INC. | October 15, 2024 | Approve the adjournment or postponement of the Special Meeting, if necessary, to continue to solicit votes for Proposals Nos. 1 and 2, as described in the our Proxy Statement. Corporate Governance |
Other | For | FOR 7 funds |
Split 2 FOR, 1 AGAINST |
| PURPLE INNOVATION INC. | October 15, 2024 | Ratify Purple Innovation Inc.'s NOL Rights Plan in order to deter certain acquisitions of shares of our common stock in order to protect the tax benefits of our approximately $238 million of net operating loss carryforwards, as described in our Proxy Statement. Shareholder Rights and Defenses |
Other | For | FOR 7 funds |
Split 1 FOR, 2 AGAINST |
| QUALYS INC. | June 11, 2025 | To approve the amendment of Qualys, Inc.'s Amended and Restated Certificate of Incorporation to permit the exculpation of certain officers. Director Elections |
Other | For | FOR 12 funds |
Split 5 FOR, 1 AGAINST |
| QUANEX BUI | July 12, 2024 | To adjourn the special meeting to a later date or time, if necessary or appropriate, to solicit additional proxies in the event there are insufficient votes at the time of such adjournment to approve the Share Issuance Proposal (the "Adjournment Proposal"). Corporate Governance |
Other | Not determined | FOR 7 funds |
Split 4 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 | Split 1 FOR, 19 AGAINST |
Split 6 FOR, 6 AGAINST |
| RADIUS RECYCLING INC. | June 5, 2025 | To adjourn the special meeting from time to time, as determined in accordance with the merger agreement by the board of directors of Radius, including for the purpose of soliciting additional votes for the approval of the merger proposal if there are insufficient votes at the time of the special meeting to approve the merger proposal. Corporate Governance |
Other | For | FOR 7 funds |
Split 2 FOR, 1 AGAINST |
| RAIA DROGASIL SA | April 22, 2025 | Do You Wish to Adopt Cumulative Voting for the Election of the Members of the Board of Directors, Under the Terms of Article 141 of the Brazilian Corporate Law? Shareholder Rights and Defenses |
Other | None | Split 1 AGAINST, 1 ABSTAIN |
AGAINST 1 fund |
| RATIONAL | May 14, 2025 | APPROVE DISCHARGE OF SUPERVISORY BOARD FOR FISCAL YEAR 2024 Corporate Governance |
Other | Not determined | Split 3 FOR, 3 AGAINST |
Split 3 FOR, 1 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 | Split 11 FOR, 1 AGAINST |
Split 2 FOR, 1 AGAINST |
| RECKITT BENCKISER GROUP PLC | May 8, 2025 | AUTHORISE THE COMPANY TO CALL GENERAL MEETING WITH TWO WEEKS' NOTICE Shareholder Rights and Defenses |
Other | For | FOR 14 funds |
Split 9 FOR, 1 AGAINST |
| RECORDATI SPA | April 29, 2025 | Slate Submitted by Rossini Sarl Director Elections |
Other | None | Split 3 FOR, 4 AGAINST |
AGAINST 2 funds |
| RECURSION PHARMACEUTICALS INC. | November 12, 2024 | To approve any motion to adjourn the special meeting of stockholders of Recursion (the "Recursion Special Meeting") to another time or place, if necessary or appropriate, including to solicit additional proxies if there are insufficient votes at the time of the Recursion Special Meeting to approve the Recursion Share Issuance Proposal. Corporate Governance |
Other | For | FOR 7 funds |
Split 2 FOR, 1 AGAINST |
| 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 | Split 5 FOR, 2 AGAINST |
AGAINST 1 fund |
| REDWIRE CORP. | June 13, 2025 | Adjournment Proposal: To approve one or more adjournments of the Special Meeting of Redwire Stockholders (the "Special Meeting of Stockholders"), if appropriate, to solicit additional proxies if there are insufficient votes to approve the Mergers and the Stock Issuance pursuant to the Mergers at the time of the Special Meeting of Stockholders. Corporate Governance |
Other | For | Split 5 FOR, 2 ABSTAIN |
AGAINST 1 fund |
| RELX PLC | April 24, 2025 | Authorise the Company to Call General Meeting with Two Weeks' Notice Corporate Governance |
Other | For | FOR 10 funds |
Split 3 FOR, 1 AGAINST |
| RENASANT C | October 22, 2024 | a proposal to approve one or more adjournments of the Renasant special meeting, if necessary or appropriate, to solicit additional proxies in favor of approval of the Renasant merger and share issuance proposal, which we refer to as the Renasant adjournment proposal. Corporate Governance |
Other | Not determined | FOR 8 funds |
Split 2 FOR, 1 AGAINST |
| RENTOKIL INITIAL PLC | May 7, 2025 | Authorise the Company to Call General Meeting with Two Weeks' Notice Corporate Governance |
Other | For | FOR 10 funds |
Split 1 FOR, 1 AGAINST |
| REPLIGEN CORP. | May 15, 2025 | Approval of an amendment to the Corporation's certificate of incorporation to limit the liability of certain officers of the company as permitted by Delaware law. Director Elections |
Other | For | FOR 12 funds |
Split 7 FOR, 1 AGAINST |
| RESONAC HOLDINGS CORP. | March 26, 2025 | Amend Articles to Allow Virtual Only Shareholder Meetings - Remove All Provisions on Advisory Positions Corporate Governance |
Other | For | Split 3 FOR, 1 AGAINST |
Split 1 FOR, 1 AGAINST |
| RESTAURANT BRANDS INTERNATIONAL INC. | June 3, 2025 | Shareholder Proposal Consider a shareholder proposal regarding antibiotics policy. Environment or Climate |
Other | Against | Split 1 FOR, 2 AGAINST |
AGAINST 1 fund |
| RESTAURANT BRANDS INTERNATIONAL INC. | June 3, 2025 | Shareholder Proposal Consider a shareholder proposal regarding food waste. Environment or Climate |
Other | Against | Split 2 FOR, 1 AGAINST |
AGAINST 1 fund |
| RETAIL OPPORTUNITY INVESTMENTS CORP. | February 7, 2025 | Proposal to approve any adjournment of the special meeting for the purpose of soliciting additional proxies if there are not sufficient votes at the special meeting to approve the merger proposal. Corporate Governance |
Other | For | FOR 9 funds |
Split 3 FOR, 1 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 | Split 11 FOR, 7 AGAINST |
Split 3 FOR, 3 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 | Split 8 FOR, 1 AGAINST |
AGAINST 1 fund |
| RINNAI CORP. | June 25, 2025 | Approve Restricted Stock Plan Compensation |
Other | Against | Split 1 FOR, 1 AGAINST |
FOR 1 fund |
| RIO TINTO | April 3, 2025 | APPROVE CLIMATE ACTION PLAN Environment or Climate |
Other | Not determined | FOR 10 funds |
Split 3 FOR, 1 AGAINST |
| RIO TINTO LIMITED | May 1, 2025 | Approve 2025 Climate Action Plan Environment or Climate |
Other | For | FOR 10 funds |
Split 2 FOR, 1 AGAINST |
| RIO TINTO PLC | April 3, 2025 | Authorise the Company to Call General Meeting with Two Weeks' Notice Corporate Governance |
Other | For | FOR 11 funds |
Split 3 FOR, 1 AGAINST |
| RIO TINTO PLC | April 3, 2025 | Shareholder Requisitioned Resolution That the Company Instigates an Independent Review into the Possible Unification of the Dual-listed Structure into a Single Australian-domiciled Holding Company and Publishes the Results of that Review Corporate Governance |
Other | Against | Split 1 FOR, 9 AGAINST |
Split 2 FOR, 2 AGAINST |
| RWE AG | April 30, 2025 | APPROVE VIRTUAL-ONLY SHAREHOLDER MEETINGS UNTIL 2027 Corporate Governance |
Other | For | FOR 8 funds |
Split 3 FOR, 1 AGAINST |
| RXO INC | December 5, 2024 | To adjourn or postpone the Special Meeting, if necessary, to solicit additional proxies. Corporate Governance |
Other | For | FOR 7 funds |
Split 3 FOR, 1 AGAINST |
| RYAN SPECIALTY HOLDINGS INC. | May 30, 2025 | To approve an amendment to the Certificate to provide for the exculpation of certain officers of the Company to the fullest extent provided under Delaware law. Director Elections |
Other | For | FOR 8 funds |
Split 2 FOR, 3 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 | Split 1 FOR, 21 AGAINST |
AGAINST 8 funds |
| SAGE GROUP PLC | February 6, 2025 | Authorise the Company to Call General Meeting with Two Weeks' Notice Corporate Governance |
Other | For | FOR 10 funds |
Split 1 FOR, 1 AGAINST |
| SALLY BEAUTY HOLDINGS INC. | January 24, 2025 | Vote on shareholder proposal (Director Election Resignation Guideline). Corporate Governance |
Other | Against | AGAINST 7 funds |
Split 2 FOR, 2 AGAINST |
| SANDOZ GROUP AG | April 15, 2025 | Transact Other Business (Voting) Corporate Governance |
Other | For | Split 4 AGAINST, 3 ABSTAIN |
AGAINST 2 funds |
| SANDY SPRING BANCORP INC. | February 5, 2025 | Sandy Spring adjournment proposal: Proposal to adjourn or postpone the Sandy Spring 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 Sandy Spring merger proposal or to ensure that any supplement or amendment to the accompanying joint proxy statement/prospectus is timely provided to holders of Sandy Spring common stock. Corporate Governance |
Other | For | FOR 7 funds |
Split 2 FOR, 1 AGAINST |
| SANMINA CORP. | March 10, 2025 | To consider and vote upon the stockholder proposal entitled "Proposal 5 - Special Shareholder Meeting Improvement," requesting that the Board of Directors take action as necessary to amend the existing right for shareholders to call a special meeting. Corporate Governance |
Other | Against | Split 4 FOR, 2 AGAINST |
Split 2 FOR, 3 AGAINST |
| SANTOS LIMITED | April 10, 2025 | Approve Advisory Vote on Climate Transition Approach Environment or Climate |
Other | For | FOR 10 funds |
Split 2 FOR, 1 AGAINST |
| SAP SE | May 13, 2025 | Approve Virtual-Only Shareholder Meetings Until 2027 Corporate Governance |
Other | For | Split 12 FOR, 1 AGAINST |
FOR 8 funds |
| SAPPORO HOLDINGS LTD. | March 28, 2025 | Appoint Shareholder Director Nominee Paul J. Brough Director Elections |
Other | Against | Split 1 FOR, 1 AGAINST |
FOR 1 fund |
| SAPPORO HOLDINGS LTD. | March 28, 2025 | Appoint Shareholder Director and Audit Committee Member Nominee Paul J. Brough Director Elections |
Other | Against | Split 1 FOR, 1 AGAINST |
FOR 1 fund |
| SCHINDLER HOLDING AG | March 25, 2025 | TRANSACT OTHER BUSINESS (VOTING) Corporate Governance |
Other | For | Split 3 AGAINST, 3 ABSTAIN |
AGAINST 3 funds |
| SCHRODERS PLC | May 1, 2025 | Authorise the Company to Call General Meeting with Two Weeks' Notice Corporate Governance |
Other | For | FOR 9 funds |
Split 1 FOR, 1 AGAINST |
| SEGRO PLC | April 30, 2025 | Authorise the Company to Call General Meeting with Two Weeks' Notice Corporate Governance |
Other | For | FOR 11 funds |
Split 1 FOR, 1 AGAINST |
| SERVICENOW INC. | May 22, 2025 | Amendments to Certificate of Incorporation to reflect Delaware law provisions regarding officer exculpation and other immaterial changes. Director Elections |
Other | For | Split 22 FOR, 1 AGAINST |
FOR 15 funds |
| SERVICENOW INC. | May 22, 2025 | Shareholder proposal to remove the one-year holding period requirement to call a special meeting of shareholders. Corporate Governance |
Other | Against | Split 1 FOR, 22 AGAINST |
Split 1 FOR, 14 AGAINST |
| SEVERN TRENT PLC | July 11, 2024 | Authorise the Company to Call General Meeting with Two Weeks' Notice Corporate Governance |
Other | For | FOR 11 funds |
Split 1 FOR, 1 AGAINST |
| SGS SA | March 26, 2025 | Transact Other Business (Voting) Corporate Governance |
Other | For | Split 3 AGAINST, 3 ABSTAIN |
AGAINST 2 funds |
| SHELL PLC | May 20, 2025 | Request Company Disclose Whether and How Its: Demand Forecast For LNG; LNG Production And Sales Targets; And New Capital Expenditure In Natural Gas Assets; Are Consistent With Climate Commitments, Including Target To Reach Net Zero Emissions By 2025 Environment or Climate |
Other | Against | Split 5 FOR, 4 AGAINST |
AGAINST 8 funds |
| SHIMAMURA CO. LTD. | May 16, 2025 | Initiate Share Repurchase Program Capital Structure |
Other | Against | Split 1 FOR, 1 AGAINST |
AGAINST 1 fund |
| SHUTTERSTOCK INC. | June 10, 2025 | To approve the adjournment of the Special Meeting, if necessary or appropriate, to solicit additional proxies if there are insufficient votes to adopt the Merger Agreement. Corporate Governance |
Other | For | Split 4 FOR, 3 ABSTAIN |
Split 3 FOR, 1 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 (the "Adjournment Proposal"). Corporate Governance |
Other | For | Split 6 FOR, 2 ABSTAIN |
Split 3 FOR, 1 AGAINST |
| SIEMENS AG | February 13, 2025 | APPROVE VIRTUAL-ONLY SHAREHOLDER MEETINGS UNTIL 2027 Corporate Governance |
Other | For | Split 9 FOR, 1 AGAINST |
Split 1 FOR, 5 AGAINST |
| SIEMENS HEALTHINEERS AG | February 18, 2025 | Approve Discharge of Supervisory Board Member Ralf Thomas for Fiscal Year 2024 Corporate Governance |
Other | For | Split 3 FOR, 3 AGAINST |
AGAINST 1 fund |
| SIG GROUP AG | April 8, 2025 | Transact Other Business (Voting) Corporate Governance |
Other | For | Split 3 AGAINST, 3 ABSTAIN |
AGAINST 2 funds |
| SIKA AG | March 25, 2025 | Transact Other Business (Voting) Corporate Governance |
Other | For | Split 5 AGAINST, 2 ABSTAIN |
AGAINST 4 funds |
| SILK ROAD MEDICAL INC. | September 5, 2024 | To adjourn the Special Meating, from time to time, to a later date or dates, if necessary or appropriate, including 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 4 FOR, 3 ABSTAIN |
Split 1 FOR, 1 AGAINST |
| 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 | Split 6 AGAINST, 1 ABSTAIN |
AGAINST 4 funds |
| SMITH & NEPHEW PLC | April 30, 2025 | Authorise the Company to Call General Meeting with Two Weeks' Notice Corporate Governance |
Other | For | FOR 10 funds |
Split 2 FOR, 1 AGAINST |
| SMITHS GROUP PLC | November 13, 2024 | Authorise the Company to Call General Meeting with Two Weeks' Notice Corporate Governance |
Other | For | FOR 9 funds |
Split 1 FOR, 1 AGAINST |
| SOLARIS OILFIELD INFRASTRUCTURE INC. | August 30, 2024 | Adjournment Proposal: To adjourn the special meeting to a later date or time if necessary or appropriate, including to permit further solicitation and vote of proxies in the event that there are insufficient votes for, or otherwise in connection with, the approval of the Stock Issuance Proposal (the "Adjournment Proposal"). Corporate Governance |
Other | For | FOR 7 funds |
Split 2 FOR, 1 AGAINST |
| 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 | Split 5 FOR, 2 AGAINST |
AGAINST 1 fund |
| SOMPO HOLDINGS INC. | June 23, 2025 | Amend Articles to Limit Total Tenure of External Audit Firm to Five Terms Audit-related |
Other | Against | Split 1 FOR, 9 AGAINST |
AGAINST 4 funds |
| SOMPO HOLDINGS INC. | June 23, 2025 | Amend Articles to Separate Chairman of the Board and CEO, and Appoint Outside Director as Board Chair Corporate Governance |
Other | Against | Split 5 FOR, 4 AGAINST |
Split 3 FOR, 1 AGAINST |
| SONOS INC. | March 11, 2025 | Approval of an amendment and restatement of the Company's Restated Certificate of Incorporation to reflect Delaware law provisions allowing for the exculpation of officers. Director Elections |
Other | Contested | FOR 8 funds |
Split 4 FOR, 1 AGAINST |
| SONOVA HOLDING AG | June 10, 2025 | Transact Other Business (Voting) Corporate Governance |
Other | For | Split 5 AGAINST, 2 ABSTAIN |
AGAINST 4 funds |
| SOUNDHOUND AI INC. | May 23, 2025 | To consider and vote upon an amendment to Article VIII of the Company's Second Amended and Restated Certificate of Incorporation to provide for officer exculpation. Director Elections |
Other | For | Split 4 FOR, 5 AGAINST |
AGAINST 2 funds |
| SOUTH PLAINS FINANCIAL INC. | May 20, 2025 | To transact such other business as may properly come before the annual meeting or any adjournment(s) or postponement(s) thereof. Corporate Governance |
Other | For | AGAINST 7 funds |
Split 1 FOR, 4 AGAINST |
| SOUTHERN CO. | May 21, 2025 | Stockholder proposal regarding simple majority vote Shareholder Rights and Defenses |
Other | Against | Split 12 FOR, 5 AGAINST, 1 ABSTAIN |
Split 5 FOR, 2 AGAINST |
| SOUTHERN STATES BANCSHARES INC | June 26, 2025 | Approval of one or more adjournments of the Special Meeting of Southern States Bancshares, Inc., if necessary or appropriate, to solicit additional proxies in favor of approval of Proposal 1. Corporate Governance |
Other | For | FOR 7 funds |
Split 2 FOR, 1 AGAINST |
| SOUTHSTATE | August 14, 2024 | Proposal to adjourn or postpone the SouthState 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 SouthState 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 (the "SouthState adjournment proposal"). Corporate Governance |
Other | Not determined | Split 6 FOR, 4 ABSTAIN |
Split 5 FOR, 2 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 | Split 2 FOR, 4 AGAINST |
Split 1 FOR, 3 AGAINST |
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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.