Home › Asset managers › Compare 2024-2025 › Fidelity vs Equitable
Fidelity 2024-2025 · Equitable 2024-2025 · Download the item list (CSV)
| Common items | Same | Differ | Split (not in %) | Same position | Fund-level | |
|---|---|---|---|---|---|---|
| All ballot items | 65,295 | 55,319 | 1,924 | 8,052 | 96.6% | 91.9% |
| Board proposals | 55,163 | 46,218 | 1,771 | 7,174 | 96.3% | 91.3% |
| E&S shareholder proposals | 270 | 117 | 0 | 153 | 100.0% | 84.8% |
| Other items | 9,862 | 8,984 | 153 | 725 | 98.3% | 95.2% |
Everything Voted differently Split votes
All ballot items Board proposals E&S shareholder proposals Other items
725 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 | Fidelity | Equitable |
|---|---|---|---|---|---|---|
| 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 | AGAINST 13 funds |
Split 6 AGAINST, 1 ABSTAIN |
| SLEEP NUMBER CORP. | May 28, 2025 | Approve the Adjournment of the Annual Meeting to a Later Date or Dates, if Necessary and Appropriate Corporate Governance |
Other | For | Split 12 FOR, 1 AGAINST |
FOR 7 funds |
| SMARTSHEET INC. | December 9, 2024 | If necessary or appropriate, to adjourn the Special Meeting of the Shareholders to a later date or dates as provided in the Merger Agreement, including to solicit additional votes if there are insufficient votes to adopt the Merger Agreement at the time of the Special Meeting of the Shareholders. Corporate Governance |
Other | For | Split 3 FOR, 13 AGAINST |
FOR 5 funds |
| 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 | AGAINST 6 funds |
Split 5 FOR, 2 AGAINST |
| SOMPO HOLDINGS INC. | June 23, 2025 | Amend Articles to Limit Total Tenure of External Audit Firm to Five Terms Audit-related |
Other | Against | AGAINST 18 funds |
Split 1 FOR, 9 AGAINST |
| 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 | AGAINST 17 funds |
Split 5 FOR, 4 AGAINST |
| SONOVA HOLDING AG | June 10, 2025 | Transact Other Business (Voting) Corporate Governance |
Other | For | AGAINST 2 funds |
Split 5 AGAINST, 2 ABSTAIN |
| 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 3 FOR, 12 AGAINST |
Split 4 FOR, 5 AGAINST |
| SOUTHERN CO. | May 21, 2025 | Stockholder proposal regarding simple majority vote Shareholder Rights and Defenses |
Other | Against | Split 59 FOR, 1 AGAINST |
Split 12 FOR, 5 AGAINST, 1 ABSTAIN |
| 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 4 FOR, 10 AGAINST |
Split 6 FOR, 4 ABSTAIN |
| 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 1 FOR, 12 AGAINST |
Split 2 FOR, 4 AGAINST |
| SPIRIT AEROSYSTEMS HOLDINGS INC. | January 31, 2025 | Proposal to approve one or more adjournments of the Special Meeting, if necessary or appropriate, to permit solicitation of additional votes or proxies if there are not sufficient votes to approve the Merger Agreement Proposal (the "Adjournment Proposal"). Corporate Governance |
Other | For | Split 17 FOR, 16 AGAINST |
FOR 8 funds |
| STANDEX INTERNATIONAL CORP. | October 22, 2024 | To approve an amendment of the Company's By-Laws to provide the Board of Directors, in addition to the shareholders, with the authority to set the number of directors within the prescribed range. Corporate Governance |
Other | For | FOR 14 funds |
Split 7 FOR, 1 AGAINST |
| STARBUCKS CORP. | March 12, 2025 | Shareholder proposal regarding independent board chair requirements Corporate Governance |
Other | Against | AGAINST 81 funds |
Split 2 FOR, 22 AGAINST |
| STOLT-NIELSEN LTD | April 17, 2025 | AUTHORIZE BOARD TO FILL VACANCIES Corporate Governance |
Other | For | Split 2 FOR, 3 AGAINST |
AGAINST 1 fund |
| STONECO LTD. | April 23, 2025 | Accept Financial Statements and Statutory Reports Corporate Governance |
Other | For | FOR 10 funds |
Split 4 FOR, 4 ABSTAIN |
| STRAUMANN HOLDING AG | April 10, 2025 | TRANSACT OTHER BUSINESS (VOTING) Corporate Governance |
Other | For | AGAINST 2 funds |
Split 3 AGAINST, 3 ABSTAIN |
| SUMITOMO MITSUI FINANCIAL GROUP INC. | June 27, 2025 | Amend Articles to Add Provision on Assessment of Clients' Climate Change Transition Plans Environment or Climate |
Other | Against | Split 3 FOR, 26 AGAINST |
AGAINST 9 funds |
| 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 | Split 4 FOR, 11 AGAINST |
FOR 9 funds |
| SURMODICS INC. | August 13, 2024 | Approve one or more adjournments of the special meeting to a later date or dates if necessary or appropriate to solicit additional proxies if there are insufficient votes to approve the merger agreement at the time of the special meeting. Corporate Governance |
Other | For | Split 1 FOR, 11 AGAINST |
FOR 9 funds |
| SWISS LIFE HOLDING AG | May 14, 2025 | Transact Other Business (Voting) Corporate Governance |
Other | For | AGAINST 5 funds |
Split 3 AGAINST, 3 ABSTAIN |
| SWISS PRIME SITE AG | March 13, 2025 | Transact Other Business (Voting) Corporate Governance |
Other | For | AGAINST 1 fund |
Split 5 AGAINST, 3 ABSTAIN |
| SWISS RE AG | April 11, 2025 | Transact Other Business (Voting) Corporate Governance |
Other | For | AGAINST 1 fund |
Split 3 AGAINST, 3 ABSTAIN |
| SYENSQO NV | May 6, 2025 | Approve Discharge of Directors Corporate Governance |
Other | For | FOR 13 funds |
Split 3 FOR, 3 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 47 funds |
Split 6 FOR, 17 AGAINST |
| T. ROWE PRICE GROUP INC. | May 8, 2025 | Consider a stockholder proposal for a shareholder approval requirement for excessive golden parachutes. Compensation |
Other | Against | Split 1 FOR, 26 AGAINST |
Split 8 FOR, 10 AGAINST |
| TALANX AG | May 8, 2025 | Approve Discharge of Supervisory Board Member Angela Titzrath for Fiscal Year 2024 Director Elections |
Other | For | FOR 13 funds |
Split 3 FOR, 3 AGAINST |
| TALANX AG | May 8, 2025 | Approve Discharge of Supervisory Board Member Dirk Lohmann for Fiscal Year 2024 Director Elections |
Other | For | FOR 13 funds |
Split 3 FOR, 3 AGAINST |
| TALANX AG | May 8, 2025 | Approve Discharge of Supervisory Board Member Herbert Haas for Fiscal Year 2024 Director Elections |
Other | For | FOR 13 funds |
Split 3 FOR, 3 AGAINST |
| TALANX AG | May 8, 2025 | Approve Discharge of Supervisory Board Member Joachim Brenk for Fiscal Year 2024 Director Elections |
Other | For | FOR 13 funds |
Split 3 FOR, 3 AGAINST |
| TALANX AG | May 8, 2025 | Approve Discharge of Supervisory Board Member Norbert Steiner for Fiscal Year 2024 Director Elections |
Other | For | FOR 13 funds |
Split 3 FOR, 3 AGAINST |
| TBS HOLDINGS INC. | June 27, 2025 | Approve Additional Dividend so that Annual Dividend per Share Equals to 60 Percent of Earnings per Share Capital Structure |
Other | Against | AGAINST 2 funds |
Split 1 FOR, 1 AGAINST |
| TBS HOLDINGS INC. | June 27, 2025 | Initiate Share Repurchase Program Capital Structure |
Other | Against | AGAINST 2 funds |
Split 1 FOR, 1 AGAINST |
| TD SYNNEX CORP. | April 2, 2025 | Charter amendment limiting liability of certain officers Corporate Governance |
Other | For | FOR 44 funds |
Split 8 FOR, 1 AGAINST |
| TD SYNNEX CORP. | April 2, 2025 | Stockholder proposal regarding shareholder ability to call for a special shareholder meeting, if properly presented. Shareholder Rights and Defenses |
Other | Against | AGAINST 44 funds |
Split 5 FOR, 3 AGAINST |
| TECHTARGET INC. | November 26, 2024 | Approve the adjournment of the special meeting if TechTarget determines that it is necessary to permit further solicitation of proxies in the event there are not sufficient votes at the time of the special meeting to adopt the Transaction Agreement. Corporate Governance |
Other | For | Split 11 FOR, 12 AGAINST |
Split 3 FOR, 2 ABSTAIN |
| TECHTRONIC INDUSTRIES COMPANY LTD. | May 9, 2025 | Amend Articles of Association Corporate Governance |
Other | For | Split 12 FOR, 2 AGAINST |
Split 7 FOR, 1 AGAINST |
| TEJON RANCH CO. | May 13, 2025 | Election of Directors: Bulldog Nominees OPPOSED by the Board: Andrew Dakos Director Elections |
Other | Contested | WITHHOLD 8 funds |
Split 1 FOR, 6 WITHHOLD |
| TEJON RANCH CO. | May 13, 2025 | Election of Directors: Bulldog Nominees OPPOSED by the Board: Phillip Goldstein Director Elections |
Other | Contested | WITHHOLD 8 funds |
Split 1 FOR, 6 WITHHOLD |
| TEJON RANCH CO. | May 13, 2025 | Vote on shareholder proposal to request Board of Directors to Amend Governance Documents to provide rights for shareholders with 10% or more ownership to call special meetings. Corporate Governance |
Other | Contested | FOR 8 funds |
Split 7 FOR, 1 AGAINST |
| TELECOM ITALIA SPA | June 24, 2025 | Amend Company Bylaws Re: Article 9 Corporate Governance |
Other | For | AGAINST 10 funds |
Split 3 FOR, 4 AGAINST |
| TELECOM ITALIA SPA | June 24, 2025 | Amend Company Bylaws Re: Articles 17 and 22 Corporate Governance |
Other | For | AGAINST 10 funds |
Split 3 FOR, 4 AGAINST |
| TELEDYNE TECHNOLOGIES INC. | April 23, 2025 | Approval of a stockholder proposal to support shareholder ability to call for a special shareholder meeting Corporate Governance |
Other | Against | Split 15 FOR, 4 AGAINST |
Split 12 FOR, 7 AGAINST |
| TELEFLEX INC. | May 9, 2025 | Stockholder proposal, if properly presented at the Annual Meeting, regarding continuous holding requirement for calling a special stockholder meeting. Corporate Governance |
Other | Against | AGAINST 21 funds |
Split 1 FOR, 18 AGAINST |
| TEMENOS AG | May 13, 2025 | Transact Other Business (Voting) Corporate Governance |
Other | For | AGAINST 3 funds |
Split 4 AGAINST, 4 ABSTAIN |
| TERRAN ORBITAL CORP. | October 29, 2024 | To approve one or more adjournments of the special meeting, if necessary or appropriate, to solicit additional proxies if there are insufficient votes at the time of the special meeting to approve the merger agreement proposal. Corporate Governance |
Other | For | AGAINST 11 funds |
Split 5 FOR, 2 ABSTAIN |
| TEXAS INSTRUMENTS | April 17, 2025 | Stockholder proposal to permit a combined 10% of stockholders to call a special meeting. Corporate Governance |
Other | Against | AGAINST 29 funds |
Split 15 FOR, 8 AGAINST |
| TEXAS PACIFIC LAND CORP. | November 8, 2024 | To consider a non-binding stockholder proposal regarding an amendment to the Company's Clawback Policy. Compensation |
Other | Against | AGAINST 19 funds |
Split 6 FOR, 2 AGAINST |
| TEXAS PACIFIC LAND CORP. | November 8, 2024 | To consider a non-binding stockholder proposal regarding stockholders' ability to act by written consent. Corporate Governance |
Other | Against | Split 18 FOR, 1 AGAINST |
Split 6 FOR, 2 AGAINST |
| THE TRADE DESK, INC. | November 14, 2024 | The approval of one or more adjournments of 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. Corporate Governance |
Other | For | AGAINST 32 funds |
Split 2 FOR, 3 AGAINST |
| THE TRAVELERS COMPANIES, INC. | May 21, 2025 | Shareholder proposal relating to ratification of golden parachutes, if presented at the Annual Meeting of Shareholders. Compensation |
Other | Against | AGAINST 70 funds |
Split 8 FOR, 10 AGAINST |
| THERMO FISHER SCIENTIFIC | May 21, 2025 | Shareholder Proposal. Corporate Governance |
Other | Against | AGAINST 78 funds |
Split 2 FOR, 19 AGAINST |
| TOHOKU ELECTRIC POWER CO. INC. | June 26, 2025 | Amend Articles to Abolish Advisory Posts Corporate Governance |
Other | Against | AGAINST 6 funds |
Split 1 FOR, 1 AGAINST |
| TOKYO ELECTRIC POWER CO. HOLDINGS INC. | June 26, 2025 | Amend Articles to Require Individual Compensation Disclosure for Directors and Executive Officers Compensation |
Other | Against | FOR 5 funds |
Split 1 FOR, 1 AGAINST |
| TORONTO-DOMINION BANK | April 10, 2025 | SP 1: Annual Energy Supply Ratio Disclosure Environment or Climate |
Other | Against | Split 1 FOR, 12 AGAINST |
FOR 1 fund |
| TOTVS SA | April 23, 2025 | Do You Wish to Request Installation of a Fiscal Council, Under the Terms of Article 161 of the Brazilian Corporate Law? Corporate Governance |
Other | Against | Split 3 FOR, 9 ABSTAIN |
ABSTAIN 3 funds |
| TOYO SUISAN KAISHA LTD. | June 26, 2025 | Appoint Shareholder Director Nominee Kashiwakura, Masami Director Elections |
Other | Against | AGAINST 8 funds |
Split 1 FOR, 2 AGAINST |
| TOYO SUISAN KAISHA LTD. | June 26, 2025 | Appoint Shareholder Director Nominee Okamura, Kotaro Director Elections |
Other | Against | Split 1 FOR, 7 AGAINST |
Split 2 FOR, 1 AGAINST |
| TOYO SUISAN KAISHA LTD. | June 26, 2025 | Initiate Share Repurchase Program Capital Structure |
Other | Against | AGAINST 8 funds |
Split 1 FOR, 2 AGAINST |
| TOYOTA INDUSTRIES CORP. | June 10, 2025 | Amend Articles to Add Provision Concerning Measures to Realize Management with Cost of Capital and Share Price Considered Corporate Governance |
Other | Against | FOR 11 funds |
Split 4 FOR, 4 AGAINST |
| TOYOTA INDUSTRIES CORP. | June 10, 2025 | Amend Articles to Require Majority Outsider Board Corporate Governance |
Other | Against | AGAINST 11 funds |
Split 4 FOR, 4 AGAINST |
| TOYOTA INDUSTRIES CORP. | June 10, 2025 | Approve Restricted Stock Plan Compensation |
Other | Against | Split 1 FOR, 11 AGAINST |
Split 4 FOR, 4 AGAINST |
| TRACTOR SUPPLY CO. | May 15, 2025 | To approve the amendment to the Company's Restated Certificate of Incorporation to provide for the exculpation of officers as permitted by Delaware law and to make certain conforming changes. Director Elections |
Other | For | FOR 27 funds |
Split 22 FOR, 1 AGAINST |
| TRIUMPH GROUP INC. | August 8, 2024 | To consider a stockholder proposal to adopt a policy and amend the Company's governing documents so that two separate people hold the office of Chairman and Chief Executive Officer of the Company. Corporate Governance |
Other | Against | Split 1 FOR, 12 AGAINST |
Split 2 FOR, 4 AGAINST |
| TSINGTAO BREWERY COMPANY LTD. | May 20, 2025 | Amend Articles of Association Corporate Governance |
Other | For | Split 2 FOR, 12 AGAINST |
ABSTAIN 1 fund |
| TURK HAVA YOLLARI AO | May 21, 2025 | Amend Company Articles 6, 8, 11, 15, 34, 36 and 38 Corporate Governance |
Other | For | Split 1 FOR, 11 AGAINST |
AGAINST 1 fund |
| TURKIYE IS BANKASI AS | March 27, 2025 | Amend Company Articles 5, 29 and 38 Corporate Governance |
Other | For | Split 1 FOR, 10 AGAINST |
AGAINST 1 fund |
| TYSON FOODS INC. | February 6, 2025 | Shareholder proposal regarding the disaggregation of shareholder voting results. Capital Structure |
Other | Against | Split 16 FOR, 18 AGAINST |
Split 10 FOR, 7 AGAINST |
| U.S. SILICA HOLDINGS INC. | July 16, 2024 | To approve any adjournment of the special meeting of stockholders (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 Merger Proposal or in the absence of a quorum (the "Adjournment Proposal"). Corporate Governance |
Other | For | FOR 12 funds |
Split 4 FOR, 2 ABSTAIN |
| UBS GROUP AG | April 10, 2025 | Transact Other Business (Voting) Corporate Governance |
Other | None | AGAINST 40 funds |
Split 5 AGAINST, 3 ABSTAIN |
| UGI CORP. | January 31, 2025 | Shareholder proposal regarding a director election resignation governance guideline, if properly presented. Corporate Governance |
Other | Against | Split 21 FOR, 18 AGAINST |
Split 1 FOR, 8 AGAINST |
| UMB FINANC | August 6, 2024 | Proposal to adjourn or postpone the UMB 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 UMB articles amendment proposal or the UMB share issuance proposal or to ensure that any supplement or amendment to the accompanying joint proxy statement/prospectus is timely provided to holders of UMB common stock (the "UMB adjournment proposal"). Corporate Governance |
Other | Not determined | FOR 28 funds |
Split 5 FOR, 4 ABSTAIN |
| UNIPOL ASSICURAZIONI SPA | April 29, 2025 | Approve Internal Auditors' Remuneration Corporate Governance |
Other | None | FOR 11 funds |
Split 3 FOR, 4 AGAINST |
| UNIPOL ASSICURAZIONI SPA | April 29, 2025 | Approve Remuneration of Directors Corporate Governance |
Other | None | FOR 11 funds |
Split 3 FOR, 4 AGAINST |
| UNIPOL ASSICURAZIONI SPA | April 29, 2025 | Deliberations Pursuant to Article 2390 of Civil Code Re: Decisions Inherent to Authorization of Board Members to Assume Positions in Competing Companies Corporate Governance |
Other | None | AGAINST 11 funds |
Split 4 AGAINST, 3 ABSTAIN |
| UNITED OVERSEAS BANK LIMITED (SINGAPORE) | April 21, 2025 | Adopt Financial Statements and Directors' and Auditors' Reports Corporate Governance |
Other | For | FOR 22 funds |
Split 7 FOR, 1 AGAINST |
| UNITED PARCEL SERVICE INC. | May 8, 2025 | To take steps to reduce the voting power of UPS class A stock from 10 votes per share to one vote per share. Shareholder Rights and Defenses |
Other | Against | Split 39 FOR, 1 AGAINST |
Split 13 FOR, 5 AGAINST |
| UNITEDHEALTH | June 2, 2025 | If properly presented at the 2025 Annual Meeting of Shareholders, the shareholder proposal requesting a shareholder vote regarding excessive golden parachutes. Compensation |
Other | Against | AGAINST 104 funds |
Split 2 FOR, 27 AGAINST |
| UNITI GROUP INC. | April 2, 2025 | The Adjournment Proposal Approve, if necessary, the adjournment of the Special Meeting of Uniti stockholders to a later date or dates to permit further solicitation of proxies in the event that there are insufficient votes to approve one or more of the foregoing proposals or to ensure there are sufficient shares represented to constitute a quorum necessary to conduct the business of the Special Meeting (Proposal 5). Corporate Governance |
Other | For | FOR 18 funds |
Split 3 FOR, 3 ABSTAIN |
| UNITI GROUP INC. | April 2, 2025 | The Interim Charter Agreement Proposal Approve the amendment to the charter of Uniti, designating Uniti as the agent of Uniti stockholders to pursue damages in the event that specific performance is not sought or granted as a remedy for Windstream's willful breach of the Merger Agreement (Proposal 3). Corporate Governance |
Other | For | FOR 18 funds |
Split 3 FOR, 3 ABSTAIN |
| US FOODS HOLDING CORP. | May 22, 2025 | Stockholder proposal to adopt a right to call a special stockholder meeting at a 15% aggregate ownership threshold. Corporate Governance |
Other | None | Split 15 FOR, 34 AGAINST |
FOR 7 funds |
| VACASA INC. | April 29, 2025 | Adjournment of the Special Meeting, from time to time, 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 8 funds |
Split 5 FOR, 2 ABSTAIN |
| VALE SA | April 30, 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 | Against | Split 7 AGAINST, 10 ABSTAIN |
ABSTAIN 2 funds |
| VAT GROUP AG | April 29, 2025 | Transact Other Business (Voting) Corporate Governance |
Other | For | AGAINST 2 funds |
Split 3 AGAINST, 3 ABSTAIN |
| VECTOR GROUP LTD. | August 20, 2024 | Advisory vote on a stockholder proposal requesting the Company to amend its governing documents to require the Chairman of the Board of Directors to be an independent director. Corporate Governance |
Other | Against | Split 2 FOR, 13 AGAINST |
FOR 7 funds |
| VERISIGN INC. | May 22, 2025 | Stockholder proposal to permit stockholder action by written consent. Corporate Governance |
Other | Against | AGAINST 29 funds |
Split 1 FOR, 22 AGAINST |
| VERISIGN INC. | May 22, 2025 | To approve an Amendment to the Company's Restated Certificate of Incorporation to limit the liability of certain officers as permitted by Delaware law. Shareholder Rights and Defenses |
Other | For | FOR 29 funds |
Split 22 FOR, 1 AGAINST |
| VERISK ANALYTICS INC. | May 20, 2025 | Shareholder Proposal - Support Shareholder Ability to call for a Shareholder Meeting. Corporate Governance |
Other | Against | AGAINST 35 funds |
Split 11 FOR, 8 AGAINST |
| VERTEX PHARMACEUTICALS INC. | May 14, 2025 | Shareholder proposal, if properly presented at the meeting, regarding excessive golden parachutes. Compensation |
Other | Against | AGAINST 33 funds |
Split 12 FOR, 8 AGAINST |
| VICTORY CAPITAL HOLDINGS INC. | October 11, 2024 | To approve the adjournment of the special meeting, whether or not a quorum is present, if necessary or appropriate, to solicit additional proxies if there are not sufficient votes to approve the share issuance proposal, the authorized preferred share increase proposal or the corporate opportunities proposal (the "adjournment proposal"). Corporate Governance |
Other | For | Split 1 FOR, 13 AGAINST |
Split 2 FOR, 1 AGAINST, 3 ABSTAIN |
| VISA INC. | January 28, 2025 | Shareholder proposal requesting adoption of a new director election resignation governance guideline. Corporate Governance |
Other | Against | Split 102 FOR, 23 AGAINST |
Split 3 FOR, 25 AGAINST |
| VISTA OUTDOOR INC. | November 25, 2024 | To approve adjournments of the Special Meeting (i) to the extent necessary to ensure that any required supplement or amendment to the accompanying proxy statement/prospectus is provided to the Vista Outdoor stockholders within a reasonable amount of time in advance of the Special Meeting, (ii) to the extent required by a court of competent jurisdiction, (iii) if there are insufficient shares of common stock, par value $0.01 per share, of Vista Outdoor represented to constitute a quorum necessary to conduct the business of the Special Meeting or (iv) to solicit additional proxies if there are insufficient votes at the time of the Special Meeting to approve the Merger Proposal. Corporate Governance |
Other | For | FOR 12 funds |
Split 3 FOR, 2 ABSTAIN |
| VITESSE ENERGY INC. | March 5, 2025 | The Adjournment Proposal - to approve the adjournment or postponement of the special meeting, if necessary or appropriate, including to solicit additional proxies if there are not sufficient votes to approve the Stock Issuance Proposal, subject to the provisions of the Arrangement Agreement, dated December 15, 2024, between Vitesse and Lucero. Corporate Governance |
Other | For | FOR 12 funds |
Split 3 FOR, 2 ABSTAIN |
| W. R. BERKLEY CORP. | June 11, 2025 | A stockholder proposal regarding director election resignation governance policy, if properly presented at the Annual Meeting. Corporate Governance |
Other | Against | Split 2 FOR, 17 AGAINST |
AGAINST 18 funds |
| WACOM CO. LTD. | June 26, 2025 | Amend Restricted Stock Plan Compensation |
Other | Against | Split 1 FOR, 2 AGAINST |
Split 1 FOR, 1 AGAINST |
| WAYSTAR HOLDING CORP | June 4, 2025 | Approve an amendment to our Amended and Restated Certificate of Incorporation to remove the existing limit on the maximum size of our board of directors. Corporate Governance |
Other | For | Split 1 FOR, 32 AGAINST |
Split 4 FOR, 4 AGAINST |
| WEC ENERGY GROUP INC. | May 8, 2025 | Stockholder proposal to support simple majority vote Corporate Governance |
Other | Against | Split 25 FOR, 1 AGAINST |
Split 12 FOR, 6 AGAINST |
| WEG SA | April 29, 2025 | Elect Lucia Maria Martins Casasanta as Fiscal Council Member and Silvia Maura Rodrigues Pereira as Alternate Appointed by Minority Shareholder Audit-related |
Other | None | Split 9 FOR, 10 ABSTAIN |
FOR 2 funds |
| WEICHAI POWER CO. LTD. | June 13, 2025 | Approve New Financial Services Agreement and Relevant New Caps Corporate Governance |
Other | For | Split 11 FOR, 2 AGAINST |
FOR 2 funds |
| WESBANCO INC. | December 11, 2024 | A proposal to approve the adjournment of the Wesbanco special meeting, if necessary, to permit further solicitation of proxies if there are not sufficient votes at the time of the Wesbanco special meeting to approve the Merger Agreement or the issuance of shares of Wesbanco common stock pursuant to the Merger Agreement in connection with the Merger. Corporate Governance |
Other | For | Split 6 FOR, 13 AGAINST |
Split 3 FOR, 3 ABSTAIN |
← Previous Page 7 of 8 Next →
How items are matched and positions counted: see the comparison table and the methodology. Built October 25, 2026 from SEC Form N-PX filings.