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
6,697 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 |
|---|---|---|---|---|---|---|
| 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 |
| SPIRAX GROUP PLC | May 14, 2025 | Authorise the Company to Call General Meeting with Two Weeks' Notice Corporate Governance |
Other | For | FOR 15 funds |
Split 1 FOR, 1 AGAINST |
| SPRING AIRLINES CO. LTD. | June 10, 2025 | Amend Information Disclosure Management System Corporate Governance |
Other | For | Split 2 FOR, 6 AGAINST |
AGAINST 1 fund |
| SPRING AIRLINES CO. LTD. | June 10, 2025 | Amend Management System for Providing External Guarantees Corporate Governance |
Other | For | Split 2 FOR, 6 AGAINST |
AGAINST 1 fund |
| SPRING AIRLINES CO. LTD. | June 10, 2025 | Amend Management System for Providing External Investments Corporate Governance |
Other | For | Split 2 FOR, 6 AGAINST |
AGAINST 1 fund |
| SPRING AIRLINES CO. LTD. | June 10, 2025 | Amend Related-Party Transaction Management System Corporate Governance |
Other | For | Split 2 FOR, 6 AGAINST |
AGAINST 1 fund |
| SPRING AIRLINES CO. LTD. | June 10, 2025 | Amend Rules and Procedures Regarding General Meetings of Shareholders Corporate Governance |
Other | For | Split 2 FOR, 6 AGAINST |
AGAINST 1 fund |
| SPRING AIRLINES CO. LTD. | June 10, 2025 | Amend Rules and Procedures Regarding Meetings of Board of Directors Corporate Governance |
Other | For | Split 2 FOR, 6 AGAINST |
AGAINST 1 fund |
| SPRING AIRLINES CO. LTD. | June 10, 2025 | Amend Working System for Independent Directors Corporate Governance |
Other | For | Split 2 FOR, 6 AGAINST |
AGAINST 1 fund |
| SPRINGWORKS THERAPEUTICS INC | June 26, 2025 | A proposal to approve the adjournment of the Special Meeting to a later date or dates, if necessary or appropriate, 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 | FOR 16 funds |
Split 1 FOR, 1 AGAINST |
| SSE PLC | July 18, 2024 | Approve Net Zero Transition Report Environment or Climate |
Other | For | FOR 23 funds |
Split 2 FOR, 1 AGAINST |
| SSE PLC | July 18, 2024 | Authorise the Company to Call General Meeting with Two Weeks' Notice Corporate Governance |
Other | For | FOR 23 funds |
Split 2 FOR, 1 AGAINST |
| STANDARD CHARTERED PLC | May 8, 2025 | Authorise the Company to Call General Meeting with Two Weeks' Notice Corporate Governance |
Other | For | FOR 19 funds |
Split 3 FOR, 1 AGAINST |
| STARBUCKS CORP. | March 12, 2025 | Shareholder proposal regarding independent board chair requirements Corporate Governance |
Other | Against | AGAINST 81 funds |
Split 1 FOR, 6 AGAINST |
| STEEL DYNAMICS INC. | April 25, 2025 | SHAREHOLDER PROPOSAL - SPECIAL SHAREHOLDER MEETING IMPROVEMENT Corporate Governance |
Other | Against | AGAINST 34 funds |
Split 1 FOR, 7 AGAINST |
| STERICYCLE INC. | August 14, 2024 | To approve one or more adjournments of the Special Meeting to a later date or dates, if necessary, to solicit additional proxies if there are insufficient votes to adopt the Merger Agreement at the time of the Special Meeting. Corporate Governance |
Other | For | FOR 16 funds |
Split 2 FOR, 1 AGAINST |
| STERLING BANCORP INC. | December 18, 2024 | Proposal to adjourn the Special Meeting (i) to solicit additional proxies if there are not sufficient votes at the time of the Special Meeting to approve the Stock Purchase Agreement Proposal and the Plan of Dissolution Proposal or (ii) if adjournment is necessary or appropriate to ensure that any supplement or amendment to the accompanying proxy statement is timely provided to the Company's shareholders. Corporate Governance |
Other | For | AGAINST 7 funds |
Split 2 FOR, 1 AGAINST |
| 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 3 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 |
Split 1 FOR, 1 AGAINST |
| SUNGROW POWER SUPPLY CO. LTD. | October 29, 2024 | Approve Amendments to Articles of Association Corporate Governance |
Other | For | Split 7 FOR, 2 AGAINST |
FOR 1 fund |
| SUNOPTA INC. | May 22, 2025 | Vote to Reconfirm Amended and Restated Shareholder Rights Plan Shareholder Rights and Defenses |
Other | For | FOR 12 funds |
Split 2 FOR, 1 AGAINST |
| 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 |
Split 3 FOR, 1 AGAINST |
| SWISS RE AG | April 11, 2025 | Transact Other Business (Voting) Corporate Governance |
Other | For | AGAINST 1 fund |
Split 1 FOR, 2 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, 6 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 4 FOR, 7 AGAINST |
| TD SYNNEX CORP. | April 2, 2025 | Charter amendment limiting liability of certain officers Corporate Governance |
Other | For | FOR 44 funds |
Split 6 FOR, 2 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 3 FOR, 5 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, 1 AGAINST |
| TECHTRONIC INDUSTRIES COMPANY LTD. | May 9, 2025 | Amend Articles of Association Corporate Governance |
Other | For | Split 12 FOR, 2 AGAINST |
FOR 3 funds |
| TEEKAY CORP. | September 24, 2024 | A proposal to adjourn the Special Meeting if necessary to solicit additional proxies if there are not sufficient votes to approve the Constitutive Documents Proposal. Corporate Governance |
Other | For | FOR 9 funds |
Split 3 FOR, 1 AGAINST |
| TEEKAY TANKERS LTD. | September 24, 2024 | A proposal to adjourn the Special Meeting if necessary to solicit additional proxies if there are not sufficient votes to approve the Constitutive Documents Proposal. Corporate Governance |
Other | For | FOR 15 funds |
Split 5 FOR, 1 AGAINST |
| 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 1 FOR, 2 AGAINST |
| TELECOM ITALIA SPA | June 24, 2025 | Amend Company Bylaws Re: Article 3 Corporate Governance |
Other | For | FOR 10 funds |
Split 1 FOR, 1 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 1 FOR, 7 AGAINST |
| TESCO PLC | June 12, 2025 | Authorise the Company to Call General Meeting with Two Weeks' Notice Corporate Governance |
Other | For | FOR 18 funds |
Split 1 FOR, 1 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 6 FOR, 6 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, 1 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 3 funds |
| TEXAS PACIFIC LAND CORP. | November 8, 2024 | To consider a non-binding stockholder proposal regarding the renomination of directors. Corporate Governance |
Other | Against | AGAINST 19 funds |
Split 1 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 4 FOR, 4 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 7 FOR, 5 AGAINST |
| THERMO FISHER SCIENTIFIC | May 21, 2025 | Shareholder Proposal. Corporate Governance |
Other | Against | AGAINST 78 funds |
Split 2 FOR, 9 AGAINST |
| TORONTO-DOMINION BANK | April 10, 2025 | SP 1: Annual Energy Supply Ratio Disclosure Environment or Climate |
Other | Against | Split 1 FOR, 12 AGAINST |
AGAINST 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 |
Split 1 FOR, 1 ABSTAIN |
| TOYO SUISAN KAISHA LTD. | June 26, 2025 | Appoint Shareholder Director Nominee Okamura, Kotaro Director Elections |
Other | Against | Split 1 FOR, 7 AGAINST |
FOR 1 fund |
| 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 1 FOR, 1 AGAINST |
| TOYOTA INDUSTRIES CORP. | June 10, 2025 | Amend Articles to Require Majority Outsider Board Corporate Governance |
Other | Against | AGAINST 11 funds |
Split 1 FOR, 1 AGAINST |
| TOYOTA INDUSTRIES CORP. | June 10, 2025 | Approve Restricted Stock Plan Compensation |
Other | Against | Split 1 FOR, 11 AGAINST |
AGAINST 2 funds |
| 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 9 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 |
AGAINST 3 funds |
| TRIUMPH GROUP INC. | April 16, 2025 | Proposal to approve the adjournment of the special meeting of stockholders (the "Special Meeting") 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 | FOR 12 funds |
Split 2 FOR, 1 AGAINST |
| TSINGTAO BREWERY COMPANY LTD. | May 20, 2025 | Amend Articles of Association Corporate Governance |
Other | For | Split 2 FOR, 12 AGAINST |
AGAINST 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 2 funds |
| 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 |
| TWIST BIOSCIENCE CORP. | February 5, 2025 | To approve an amendment to the Charter to provide for officer exculpation. Director Elections |
Other | For | FOR 18 funds |
Split 3 FOR, 1 AGAINST |
| 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 6 FOR, 1 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 3 FOR, 1 AGAINST |
| 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 2 FOR, 4 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 4 FOR, 2 AGAINST |
| UNILEVER PLC | April 30, 2025 | AUTHORISE THE COMPANY TO CALL GENERAL MEETING WITH TWO WEEKS' NOTICE Shareholder Rights and Defenses |
Other | For | FOR 28 funds |
Split 8 FOR, 1 AGAINST |
| UNION PACIFIC CORP. | May 8, 2025 | Shareholder proposal requesting an amended clawback policy if properly presented at the Annual Meeting. Compensation |
Other | Against | AGAINST 50 funds |
Split 1 FOR, 7 AGAINST |
| UNITED AIRLINES HOLDINGS INC. | May 21, 2025 | Advisory vote on stockholder proposal regarding removal of the one-year stock ownership holding period required for stockholders to call a special meeting. Corporate Governance |
Other | Against | AGAINST 35 funds |
Split 1 FOR, 6 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 10 FOR, 1 AGAINST |
| UNITED RENTALS INC. | May 8, 2025 | Stockholder Proposal to Improve Shareholder Written Consent Corporate Governance |
Other | Against | AGAINST 49 funds |
Split 1 FOR, 11 AGAINST |
| UNITED STATES STEEL CORP. | May 6, 2025 | To approve the Amended and Restated Certificate of Incorporation to reflect new Delaware law provisions regarding officer exculpation. Director Elections |
Other | Contested | FOR 15 funds |
Split 5 FOR, 1 AGAINST |
| UNITED UTILITIES GROUP PLC | July 19, 2024 | Authorise the Company to Call General Meeting with Two Weeks' Notice Corporate Governance |
Other | For | FOR 10 funds |
Split 1 FOR, 1 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 1 FOR, 16 AGAINST |
| UNIVERSAL STAINLESS & ALLOY PRODS. INC. | January 15, 2025 | To approve the adjournment of the special meeting of Universal's stockholders (the "Special Meeting") to a later date or dates, if determined to be necessary or appropriate by the chairman of the Special Meeting, including, without limitation, to solicit additional proxies to approve the proposal to adopt the Merger Agreement if there are insufficient votes to adopt the Merger Agreement at the time of the Special Meeting. Corporate Governance |
Other | For | AGAINST 11 funds |
Split 2 FOR, 1 AGAINST |
| 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 |
Split 8 FOR, 2 AGAINST |
| 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 |
Split 1 AGAINST, 1 ABSTAIN |
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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.