Home › Asset managers › Compare 2024-2025 › Fidelity vs Jackson National
Fidelity 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 | 11,916 | 9,894 | 385 | 1,637 | 96.3% | 91.4% |
| Board proposals | 9,277 | 7,779 | 329 | 1,169 | 95.9% | 91.2% |
| E&S shareholder proposals | 250 | 150 | 0 | 100 | 100.0% | 90.2% |
| Other items | 2,389 | 1,965 | 56 | 368 | 97.2% | 92.0% |
Everything Voted differently Split votes
All ballot items Board proposals E&S shareholder proposals Other items
424 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 | Jackson National |
|---|---|---|---|---|---|---|
| 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 21 funds |
Split 1 FOR, 4 AGAINST |
| MATTERPORT INC. | July 26, 2024 | To approve one or more adjournments of the Special Meeting, if necessary or appropriate, to solicit additional proxies if there are insufficient votes to approve the Merger Proposal at the time of the Special Meeting (the "Adjournment Proposal"). Corporate Governance |
Other | For | Split 1 FOR, 13 AGAINST |
FOR 1 fund |
| MCKESSON CORP. | July 31, 2024 | Approve Amendment to Certificate of Incorporation to Provide for Officer Exculpation. Director Elections |
Other | For | FOR 43 funds |
Split 13 FOR, 4 AGAINST |
| MERUS N.V. | May 21, 2025 | Opportunity to make recommendations for nomination by Merus N.V.'s group of non-executive directors. Corporate Governance |
Other | None | Split 3 FOR, 29 AGAINST |
FOR 1 fund |
| 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 112 FOR, 1 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 26 FOR, 87 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 | FOR 92 funds |
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 | AGAINST 29 funds |
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 |
| 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 | FOR 23 funds |
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 | AGAINST 36 funds |
Split 1 FOR, 13 AGAINST |
| MURPHY USA INC. | May 1, 2025 | Stockholder Proposal-Elect Each Director Annually. Shareholder Rights and Defenses |
Other | Against | FOR 53 funds |
Split 10 FOR, 1 AGAINST |
| 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 16 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 2 FOR, 7 AGAINST |
AGAINST 2 funds |
| NETFLIX INC. | June 5, 2025 | Stockholder proposal entitled, "Proposal 5 - Proposal that Won 45% NFLX Shareholder Support," if properly presented at the meeting. Shareholder Rights and Defenses |
Other | Against | AGAINST 83 funds |
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 1 FOR, 10 AGAINST |
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 4 FOR, 15 AGAINST |
AGAINST 3 funds |
| NVIDIA | June 25, 2025 | Approval of a stockholder proposal to adopt a new director election resignation governance policy. Corporate Governance |
Other | Against | Split 100 FOR, 27 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 | AGAINST 127 funds |
Split 3 FOR, 23 AGAINST |
| OMNICOM GROUP INC. | May 6, 2025 | Shareholder proposal regarding an independent Board Chairman. Corporate Governance |
Other | Against | Split 1 FOR, 29 AGAINST |
Split 2 FOR, 13 AGAINST |
| ORGANON & CO. | June 10, 2025 | Shareholder proposal requesting adoption of a director election resignation guideline. Corporate Governance |
Other | Against | Split 5 FOR, 16 AGAINST |
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 19 FOR, 20 AGAINST |
Split 1 FOR, 12 AGAINST |
| PAR TECHNOLOGY CORP. | June 2, 2025 | Amendment to the Company's Restated Certificate of Incorporation to limit the liability of certain officers as permitted by Delaware law. Director Elections |
Other | For | FOR 23 funds |
Split 4 FOR, 1 AGAINST |
| PARTNERS GROUP HOLDING AG | May 21, 2025 | TRANSACT OTHER BUSINESS (VOTING) Corporate Governance |
Other | For | AGAINST 21 funds |
Split 7 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 | Split 4 FOR, 13 AGAINST |
FOR 7 funds |
| PAYPAL HOLDINGS INC. | June 5, 2025 | Stockholder Proposal - Reduce Threshold to Call Special Meetings of Stockholders. Corporate Governance |
Other | Against | Split 1 FOR, 41 AGAINST |
Split 1 FOR, 10 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 | Split 5 FOR, 12 AGAINST |
FOR 3 funds |
| 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 | Split 2 FOR, 12 AGAINST |
FOR 2 funds |
| PHILLIPS 66 | May 21, 2025 | Elliott Proposal Requiring Annual Director Resignations Corporate Governance |
Other | Contested | Split 12 FOR, 21 AGAINST |
AGAINST 2 funds |
| PHOENIX GROUP HOLDINGS PLC | May 13, 2025 | Adopt New Articles of Association Corporate Governance |
Other | For | FOR 11 funds |
Split 1 FOR, 2 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 29 FOR, 13 AGAINST |
Split 6 FOR, 4 AGAINST |
|
| PLANET FITNESS INC. | May 6, 2025 | Approval of charter amendment limiting the liability of certain officers. Director Elections |
Other | For | FOR 27 funds |
Split 8 FOR, 1 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 | Split 2 FOR, 10 AGAINST |
FOR 1 fund |
| PODCASTONE 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 4 FOR, 2 AGAINST |
AGAINST 1 fund |
| POST HOLDINGS INC. | January 30, 2025 | Shareholder proposal concerning adoption of a director election resignation guideline. Corporate Governance |
Other | Against | Split 9 FOR, 16 AGAINST |
Split 2 FOR, 7 AGAINST |
| POST HOLDINGS INC. | January 30, 2025 | Shareholder proposal to eliminate all supermajority voting requirements. Corporate Governance |
Other | Against | FOR 25 funds |
Split 8 FOR, 1 AGAINST |
| POWELL INDUSTRIES INC. | February 19, 2025 | To amend and restate the Certificate of Incorporation of the Company to provide for exculpation of certain officers of the Company as permitted by amendments to Delaware law and to make certain non-substantive updates. Director Elections |
Other | For | FOR 18 funds |
Split 3 FOR, 1 AGAINST |
| POWER INTEGRATIONS INC. | May 15, 2025 | To consider, if properly presented at the Annual Meeting, a stockholder proposal requesting the Board of Directors to adopt a policy and amend governing documents in order that two separate individuals hold the office of Chairman of the Board and the office of the Chief Executive Officer. Corporate Governance |
Other | Against | AGAINST 16 funds |
Split 4 FOR, 4 AGAINST |
| POWSZECHNY ZAKLAD UBEZPIECZEN SA | July 18, 2024 | APPROVE DISCHARGE OF AGATA GORNICKA (SUPERVISORY BOARD SECRETARY AND MEMBER) Director Elections |
Other | For | FOR 10 funds |
Split 4 FOR, 1 AGAINST |
| POWSZECHNY ZAKLAD UBEZPIECZEN SA | July 18, 2024 | APPROVE DISCHARGE OF BEATA KOZLOWSKA-CHYLA (CEO) Director Elections |
Other | Not determined | AGAINST 10 funds |
Split 4 AGAINST, 1 ABSTAIN |
| POWSZECHNY ZAKLAD UBEZPIECZEN SA | July 18, 2024 | APPROVE DISCHARGE OF ELZBIETA MACZYNSKA-ZIEMACKA (SUPERVISORY BOARD MEMBER) Director Elections |
Other | For | FOR 10 funds |
Split 4 FOR, 1 AGAINST |
| POWSZECHNY ZAKLAD UBEZPIECZEN SA | July 18, 2024 | APPROVE DISCHARGE OF ERNEST BEJDA (MANAGEMENT BOARD MEMBER) Director Elections |
Other | Not determined | AGAINST 10 funds |
Split 4 AGAINST, 1 ABSTAIN |
| POWSZECHNY ZAKLAD UBEZPIECZEN SA | July 18, 2024 | APPROVE DISCHARGE OF KRZYSZTOF KOZLOWSKI (MANAGEMENT BOARD MEMBER) Director Elections |
Other | Not determined | AGAINST 10 funds |
Split 4 AGAINST, 1 ABSTAIN |
| POWSZECHNY ZAKLAD UBEZPIECZEN SA | July 18, 2024 | APPROVE DISCHARGE OF MACIEJ RAPKIEWICZ (MANAGEMENT BOARD MEMBER) Director Elections |
Other | Not determined | AGAINST 10 funds |
Split 4 AGAINST, 1 ABSTAIN |
| POWSZECHNY ZAKLAD UBEZPIECZEN SA | July 18, 2024 | APPROVE DISCHARGE OF MALGORZATA KOT (MANAGEMENT BOARD MEMBER) Director Elections |
Other | Not determined | AGAINST 10 funds |
Split 4 AGAINST, 1 ABSTAIN |
| POWSZECHNY ZAKLAD UBEZPIECZEN SA | July 18, 2024 | APPROVE DISCHARGE OF MALGORZATA SADURSKA (MANAGEMENT BOARD MEMBER) Director Elections |
Other | Not determined | AGAINST 10 funds |
Split 4 AGAINST, 1 ABSTAIN |
| POWSZECHNY ZAKLAD UBEZPIECZEN SA | July 18, 2024 | APPROVE DISCHARGE OF PAWEL GORECKI (SUPERVISORY BOARD DEPUTY CHAIRMAN) Director Elections |
Other | For | FOR 10 funds |
Split 4 FOR, 1 AGAINST |
| POWSZECHNY ZAKLAD UBEZPIECZEN SA | July 18, 2024 | APPROVE DISCHARGE OF PIOTR NOWAK (MANAGEMENT BOARD MEMBER) Director Elections |
Other | Not determined | AGAINST 10 funds |
Split 4 AGAINST, 1 ABSTAIN |
| POWSZECHNY ZAKLAD UBEZPIECZEN SA | July 18, 2024 | APPROVE DISCHARGE OF RADOSLAW SIERPINSKI (SUPERVISORY BOARD MEMBER) Director Elections |
Other | For | FOR 10 funds |
Split 4 FOR, 1 AGAINST |
| POWSZECHNY ZAKLAD UBEZPIECZEN SA | July 18, 2024 | APPROVE DISCHARGE OF ROBERT JASTRZEBSKI (SUPERVISORY BOARD CHAIRMAN) Director Elections |
Other | For | FOR 10 funds |
Split 4 FOR, 1 AGAINST |
| POWSZECHNY ZAKLAD UBEZPIECZEN SA | July 18, 2024 | APPROVE DISCHARGE OF TOMASZ KULIK (MANAGEMENT BOARD MEMBER) Director Elections |
Other | Not determined | AGAINST 10 funds |
Split 4 AGAINST, 1 ABSTAIN |
| 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 | Split 2 FOR, 12 AGAINST |
FOR 2 funds |
| PROLOGIS INC. | May 8, 2025 | Vote on a stockholder proposal titled "Support a Reasonable Shareholder Ability to Call for a Special Shareholder Meeting." Corporate Governance |
Other | Against | AGAINST 57 funds |
Split 1 FOR, 14 AGAINST |
| PROMOTORA Y OPERADORA DE INFRAESTRUCTURA SAB DE CV | April 10, 2025 | Approve Board of Directors Report Pursuant to Article 28 Fraction IV of Mexican Securities Market Law Corporate Governance |
Other | For | FOR 10 funds |
Split 1 FOR, 1 ABSTAIN |
| PROMOTORA Y OPERADORA DE INFRAESTRUCTURA SAB DE CV | April 10, 2025 | Approve Individual and Consolidated Financial Statements Corporate Governance |
Other | For | FOR 10 funds |
Split 1 FOR, 1 ABSTAIN |
| PROMOTORA Y OPERADORA DE INFRAESTRUCTURA SAB DE CV | April 10, 2025 | Approve Report on Adherence to Fiscal Obligations Corporate Governance |
Other | For | FOR 10 funds |
Split 1 FOR, 1 ABSTAIN |
| PROMOTORA Y OPERADORA DE INFRAESTRUCTURA SAB DE CV | April 10, 2025 | Approve Report on Share Repurchase Reserve Corporate Governance |
Other | For | FOR 10 funds |
Split 1 FOR, 1 ABSTAIN |
| PRUDENTIAL FINANCIAL INC. | May 13, 2025 | Shareholder proposal regarding an Independent Board Chairman. Corporate Governance |
Other | Against | Split 1 FOR, 22 AGAINST |
AGAINST 9 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 | Split 11 FOR, 2 AGAINST |
AGAINST 2 funds |
| 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 | Split 11 FOR, 2 AGAINST |
FOR 2 funds |
| 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 | Split 11 FOR, 2 AGAINST |
AGAINST 2 funds |
| 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 | Split 2 FOR, 10 AGAINST |
FOR 3 funds |
| RBC BEARINGS INC. | September 5, 2024 | To approve the amendment of the certificate of incorporation to eliminate personal liability of officers for monetary damages for breach of their fiduciary duty of care as officers to the fullest extent permitted by the Delaware General Corporation Law. Director Elections |
Other | For | Split 15 FOR, 2 AGAINST |
FOR 9 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 | Split 13 FOR, 12 AGAINST |
FOR 2 funds |
| 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 1 FOR, 7 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 | Split 3 FOR, 14 AGAINST |
FOR 2 funds |
| REVVITY INC. | April 22, 2025 | To approve the shareholder proposal regarding ability to call a special shareholder meeting, if properly presented at the annual meeting. Corporate Governance |
Other | Against | AGAINST 20 funds |
Split 2 FOR, 13 AGAINST |
| RIO TINTO | April 3, 2025 | APPROVE CLIMATE ACTION PLAN Environment or Climate |
Other | Not determined | FOR 15 funds |
Split 5 FOR, 1 AGAINST |
| RWE AG | April 30, 2025 | APPROVE VIRTUAL-ONLY SHAREHOLDER MEETINGS UNTIL 2027 Corporate Governance |
Other | For | FOR 18 funds |
Split 4 FOR, 2 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 | Split 3 FOR, 14 AGAINST |
Split 1 FOR, 5 AGAINST |
| SALLY BEAUTY HOLDINGS INC. | January 24, 2025 | Vote on shareholder proposal (Director Election Resignation Guideline). Corporate Governance |
Other | Against | Split 12 FOR, 12 AGAINST |
Split 2 FOR, 3 AGAINST |
| 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 | Split 1 FOR, 12 AGAINST |
FOR 5 funds |
| 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 | FOR 60 funds |
Split 12 FOR, 2 AGAINST |
| 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 | AGAINST 59 funds |
Split 2 FOR, 12 AGAINST |
| SIEMENS AG | February 13, 2025 | APPROVE VIRTUAL-ONLY SHAREHOLDER MEETINGS UNTIL 2027 Corporate Governance |
Other | For | FOR 33 funds |
Split 2 FOR, 2 AGAINST |
| SIKA AG | March 25, 2025 | APPROVE DISCHARGE OF BOARD AND SENIOR MANAGEMENT Director Elections |
Other | For | FOR 4 funds |
Split 3 FOR, 1 AGAINST |
| 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 |
AGAINST 3 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 9 funds |
| SOUTHERN CO. | May 21, 2025 | Stockholder proposal regarding simple majority vote Shareholder Rights and Defenses |
Other | Against | Split 59 FOR, 1 AGAINST |
Split 11 FOR, 1 AGAINST |
| SPARTANNASH CO. | May 21, 2025 | Proposal to Provide Shareholders the Right to Call Special Meetings of Shareholders at a 15% Ownership Threshold, if properly presented at the Annual Meeting. Corporate Governance |
Other | Against | Split 1 FOR, 12 AGAINST |
AGAINST 4 funds |
| 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 5 funds |
| STATE STREET CORP. | May 14, 2025 | Shareholder proposal requesting the adoption of a policy and amendment to the by-laws requiring the Chair of the Board be an independent member of the Board in the next CEO transition, if properly presented. Corporate Governance |
Other | Against | AGAINST 44 funds |
Split 7 FOR, 4 AGAINST |
| SUMMIT MATERIALS INC. | February 5, 2025 | Approve the adjournment of the special meeting, if necessary, to solicit additional proxies if there are not sufficient votes to approve the merger agreement proposal (referred to as the "adjournment proposal"). Corporate Governance |
Other | For | 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 2 funds |
| 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 3 FOR, 12 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 2 FOR, 9 AGAINST |
| TD SYNNEX CORP. | April 2, 2025 | Board of Directors' proposal on creation of a stockholder right to call a special meeting of stockholders. Corporate Governance |
Other | For | FOR 44 funds |
Split 6 FOR, 1 ABSTAIN |
| 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 1 FOR, 6 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 |
FOR 3 funds |
| 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 10 FOR, 5 AGAINST |
| 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 3 FOR, 15 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 2 FOR, 5 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 |
FOR 7 funds |
| 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 3 FOR, 9 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 2 FOR, 11 AGAINST |
| THERMO FISHER SCIENTIFIC | May 21, 2025 | Shareholder Proposal. Corporate Governance |
Other | Against | AGAINST 78 funds |
Split 4 FOR, 17 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 11 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 1 FOR, 2 AGAINST |
| 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 3 funds |
| TYSON FOODS INC. | February 6, 2025 | Shareholder proposal regarding the disaggregation of shareholder voting results. Capital Structure |
Other | Against | Split 16 FOR, 18 AGAINST |
FOR 7 funds |
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How items are matched and positions counted: see the comparison table and the methodology. Built October 13, 2026 from SEC Form N-PX filings.