Home › Asset managers › Compare 2024-2025 › Fidelity vs Lincoln Financial
Fidelity 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 | 74,342 | 65,321 | 2,324 | 6,697 | 96.6% | 93.2% |
| Board proposals | 60,945 | 53,132 | 2,069 | 5,744 | 96.3% | 92.7% |
| E&S shareholder proposals | 270 | 135 | 4 | 131 | 97.1% | 85.8% |
| Other items | 13,127 | 12,054 | 251 | 822 | 98.0% | 95.8% |
Everything Voted differently Split votes
All ballot items Board proposals E&S shareholder proposals Other items
822 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 | Lincoln Financial |
|---|---|---|---|---|---|---|
| POWSZECHNA KASA OSZCZEDNOSCI BANK POLSKI SA | December 9, 2024 | Approve Decision on Covering Costs of Convocation of EGM Corporate Governance |
Other | None | Split 9 FOR, 8 AGAINST |
AGAINST 1 fund |
| 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 2 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 2 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 2 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 2 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 2 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 2 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 2 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 2 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 2 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 2 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 2 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 2 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 2 AGAINST, 1 ABSTAIN |
| POWSZECHNY ZAKLAD UBEZPIECZEN SA | June 25, 2025 | Amend Statute Corporate Governance |
Other | For | Split 1 FOR, 9 AGAINST |
AGAINST 1 fund |
| 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 |
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 20 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 11 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 | AGAINST 57 funds |
Split 5 FOR, 7 AGAINST |
| PROSUS NV | August 21, 2024 | Approve Discharge of Non-Executive Directors Corporate Governance |
Other | For | Split 5 FOR, 11 AGAINST |
FOR 2 funds |
| PRUDENTIAL FINANCIAL INC. | May 13, 2025 | Shareholder proposal regarding an Independent Board Chairman. Corporate Governance |
Other | Against | Split 1 FOR, 22 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 22 funds |
Split 2 FOR, 1 AGAINST |
| PT ADARO ENERGY INDONESIA TBK | November 18, 2024 | Approve Change of Company Name Corporate Governance |
Other | For | AGAINST 11 funds |
Split 1 FOR, 1 AGAINST |
| PT BANK CENTRAL ASIA TBK | March 12, 2025 | Approve Revised Recovery Plan Other |
Other | For | Split 10 FOR, 31 AGAINST |
FOR 3 funds |
| PT BANK MANDIRI (PERSERO) TBK | March 25, 2025 | Approve Company's Recovery Plan Update Other |
Other | For | Split 8 FOR, 4 AGAINST |
FOR 1 fund |
| PT BANK RAKYAT INDONESIA (PERSERO) TBK | March 24, 2025 | Approve Update to the BRI Recovery Action Plan Other |
Other | For | Split 10 FOR, 5 AGAINST |
FOR 1 fund |
| 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 |
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 | Split 11 FOR, 2 AGAINST |
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 | Split 11 FOR, 2 AGAINST |
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 21 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 | Split 2 FOR, 10 AGAINST |
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 | AGAINST 23 funds |
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 13 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 5 AGAINST, 10 ABSTAIN |
AGAINST 1 fund |
| RATIONAL | May 14, 2025 | APPROVE DISCHARGE OF SUPERVISORY BOARD FOR FISCAL YEAR 2024 Corporate Governance |
Other | Not determined | FOR 12 funds |
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 | FOR 29 funds |
Split 2 FOR, 1 AGAINST |
| 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 5 funds |
| REAL BROKERAGE INC. | May 30, 2025 | Approve Advance Notice Policy Shareholder Rights and Defenses |
Other | For | Split 4 FOR, 2 AGAINST |
AGAINST 2 funds |
| 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 13 funds |
Split 9 FOR, 1 AGAINST |
| 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 |
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 1 FOR, 7 AGAINST |
AGAINST 1 fund |
| RELX PLC | April 24, 2025 | Authorise the Company to Call General Meeting with Two Weeks' Notice Corporate Governance |
Other | For | FOR 53 funds |
Split 3 FOR, 1 AGAINST |
| REMY COINTREAU SA | July 18, 2024 | Approve Auditors' Special Report on Related-Party Transactions Mentioning the Absence of New Transactions Corporate Governance |
Other | For | Split 3 FOR, 7 AGAINST |
AGAINST 1 fund |
| 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 | Split 3 FOR, 10 AGAINST |
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 11 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 30 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, 5 AGAINST |
Split 1 FOR, 1 AGAINST |
| RESTAURANT BRANDS INTERNATIONAL INC. | June 3, 2025 | Shareholder Proposal Consider a shareholder proposal regarding food waste. Environment or Climate |
Other | Against | Split 27 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 |
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 | AGAINST 20 funds |
Split 3 FOR, 3 AGAINST |
| RINNAI CORP. | June 25, 2025 | Initiate Share Repurchase Program Capital Structure |
Other | Against | Split 1 FOR, 4 AGAINST |
AGAINST 1 fund |
| RIO TINTO | April 3, 2025 | APPROVE CLIMATE ACTION PLAN Environment or Climate |
Other | Not determined | FOR 15 funds |
Split 3 FOR, 1 AGAINST |
| RIO TINTO LIMITED | May 1, 2025 | Approve 2025 Climate Action Plan Environment or Climate |
Other | For | FOR 14 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 15 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 | AGAINST 15 funds |
Split 2 FOR, 2 AGAINST |
| ROYAL BANK OF CANADA | April 10, 2025 | SP 2: Report on Forced Labor and Child Labor in Lending Portfolios Human Rights or Human Capital/workforce |
Other | Against | Split 1 FOR, 20 AGAINST |
AGAINST 2 funds |
| ROYAL BANK OF CANADA | April 10, 2025 | SP 5: Advisory Vote on Environmental Policies Environment or Climate |
Other | Against | Split 1 FOR, 20 AGAINST |
AGAINST 2 funds |
| ROYAL BANK OF CANADA | April 10, 2025 | SP 6: Disclose Non-Confidential Information Relating to the Bank's Country-by-Country Reporting Other Social Issues |
Other | Against | Split 1 FOR, 20 AGAINST |
AGAINST 2 funds |
| ROYAL BANK OF CANADA | April 10, 2025 | SP 7: Report on Loans Made by the Bank in Support of the Circular Economy Environment or Climate |
Other | Against | Split 1 FOR, 20 AGAINST |
AGAINST 2 funds |
| ROYAL BANK OF CANADA | April 10, 2025 | SP 8: Hold Annual Meetings of the Company in Person with Virtual Meetings as Complements Corporate Governance |
Other | Against | Split 1 FOR, 20 AGAINST |
FOR 2 funds |
| RUMO SA | April 24, 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 4 AGAINST, 10 ABSTAIN |
AGAINST 1 fund |
| RUMO SA | April 24, 2025 | Elect Reginaldo Ferreira Alexandre as Fiscal Council Member and Aristoteles Nogueira Filho as Alternate Appointed by Minority Shareholder Audit-related |
Other | None | Split 10 FOR, 4 ABSTAIN |
FOR 1 fund |
| RWE AG | April 30, 2025 | APPROVE VIRTUAL-ONLY SHAREHOLDER MEETINGS UNTIL 2027 Corporate Governance |
Other | For | FOR 18 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 13 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 | Split 3 FOR, 14 AGAINST |
Split 2 FOR, 3 AGAINST |
| SAGE GROUP PLC | February 6, 2025 | Authorise the Company to Call General Meeting with Two Weeks' Notice Corporate Governance |
Other | For | FOR 32 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 | Split 12 FOR, 12 AGAINST |
Split 2 FOR, 2 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 |
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 | AGAINST 31 funds |
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 |
| SAUDI AWWAL BANK | April 30, 2025 | Approve Related Party Transactions with HSBC Software Development Private Limited India Re: Consulting Services Corporate Governance |
Other | For | Split 1 FOR, 8 AGAINST |
AGAINST 1 fund |
| SCHRODERS PLC | May 1, 2025 | Authorise the Company to Call General Meeting with Two Weeks' Notice Corporate Governance |
Other | For | FOR 11 funds |
Split 1 FOR, 1 AGAINST |
| SDIC POWER HOLDINGS CO. LTD. | October 9, 2024 | Approve Related Party Transactions in Connection to Private Placement Corporate Governance |
Other | For | FOR 6 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 13 funds |
Split 1 FOR, 1 AGAINST |
| SERES GROUP CO. LTD. | February 11, 2025 | Approve Related Party Transaction Corporate Governance |
Other | For | Split 1 FOR, 6 AGAINST |
AGAINST 1 fund |
| SERES GROUP CO. LTD. | April 22, 2025 | Elect Wei Mingde as Director Director Elections |
Other | For | Split 7 FOR, 1 AGAINST |
FOR 2 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 | AGAINST 59 funds |
Split 1 FOR, 14 AGAINST |
| SESA SPA | August 28, 2024 | Amend Company Bylaws Re: Articles 11, 12, 19, and 23 Corporate Governance |
Other | For | Split 3 FOR, 2 AGAINST |
AGAINST 1 fund |
| SEVERN TRENT PLC | July 11, 2024 | Authorise the Company to Call General Meeting with Two Weeks' Notice Corporate Governance |
Other | For | FOR 10 funds |
Split 1 FOR, 1 AGAINST |
| 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 1 FOR, 39 AGAINST |
AGAINST 8 funds |
| SHENWAN HONGYUAN GROUP CO. LTD. | December 19, 2024 | Elect Yan Jinguo as Director Director Elections |
Other | For | Split 7 FOR, 1 AGAINST |
FOR 1 fund |
| SHENZHEN NEW INDUSTRIES BIOMEDICAL ENGINEERING CO. LTD. | September 9, 2024 | Elect Li Xu as Director Director Elections |
Other | For | FOR 7 funds |
Split 1 FOR, 1 AGAINST |
| 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 | FOR 13 funds |
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 | FOR 2 funds |
Split 3 FOR, 1 AGAINST |
| SIEMENS AG | February 13, 2025 | APPROVE VIRTUAL-ONLY SHAREHOLDER MEETINGS UNTIL 2027 Corporate Governance |
Other | For | FOR 33 funds |
Split 1 FOR, 5 AGAINST |
| 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 1 FOR, 11 AGAINST |
Split 1 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 2 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 11 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 | AGAINST 10 funds |
Split 2 FOR, 1 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 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 13 funds |
Split 4 FOR, 1 AGAINST |
| SOPRA STERIA GROUP SA | May 21, 2025 | Approve Discharge of Directors Corporate Governance |
Other | For | Split 4 FOR, 3 AGAINST |
AGAINST 1 fund |
| 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 |
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 8 funds |
Split 1 FOR, 4 AGAINST |
| SOUTHERN CO. | May 21, 2025 | Stockholder proposal regarding simple majority vote Shareholder Rights and Defenses |
Other | Against | Split 59 FOR, 1 AGAINST |
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 4 FOR, 10 AGAINST |
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 1 FOR, 12 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.