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Jackson National vs Lincoln Financial: how alike they voted, 2024-2025

99.0% When both took a single position, they voted the same way on 99.0% of 16,198 items (16,032 the same, 166 different). 2,669 items where at least one of them split its funds are listed separately below. Both voted on 18,867 items in all.

Jackson National 2024-2025 · Lincoln Financial 2024-2025 · Download the item list (CSV)

By who put the item on the ballot. “Same position” = Same / (Same + Differ); split items are not in it. “Fund-level” is a second view over all common items: the chance that a fund of each manager, picked at random, voted the same way, which gives partial credit where a manager split.
	Common items	Same	Differ	Split (not in %)	Same position	Fund-level
All ballot items	18,867	16,032	166	2,669	99.0%	93.8%
Board proposals	15,268	13,071	147	2,050	98.9%	93.8%
E&S shareholder proposals	248	138	0	110	100.0%	89.4%
Other items	3,351	2,823	19	509	99.3%	93.9%

Where they did not vote alike

Everything Voted differently Split votes

All ballot items Board proposals E&S shareholder proposals Other items

509 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	Jackson National	Lincoln Financial
WESCO INTE	May 22, 2025	Approve amendments to the Company's Restated Certificate of Incorporation to provide Stockholders with the right to request a special meeting of stockholders. Corporate Governance	Other	Not determined	Split 8 FOR, 1 ABSTAIN	FOR 11 funds
WESCO INTE	May 22, 2025	Shareholder proposal to give Shareholders the ability to call for a special shareholder meeting. Corporate Governance	Other	Not determined	Split 6 FOR, 3 AGAINST	Split 6 FOR, 5 AGAINST
WEX INC.	May 15, 2025	To approve an Amendment to the Company's Amended and Restated Certificate of Incorporation to provide for officer exculpation as permitted by Delaware law. Director Elections	Other	For	Split 6 FOR, 2 AGAINST	FOR 3 funds
WOOLWORTHS GROUP LTD	October 31, 2024	PLEASE NOTE THAT THIS RESOLUTION IS A SHAREHOLDER PROPOSAL: FARMED SEAFOOD REPORTING Environment or Climate	Other	Against	Split 3 FOR, 2 AGAINST	AGAINST 1 fund
WORKIVA INC.	May 29, 2025	Approval of the amendment of Workiva's Certificate of Incorporation to allow for the exculpation of officers as permitted by Delaware law. Director Elections	Other	For	Split 1 FOR, 2 AGAINST	AGAINST 2 funds
XYLEM	May 13, 2025	Shareholder proposal to lower threshold for shareholders to call special meetings from 25% to 10% of Company stock, if properly presented at the meeting. Corporate Governance	Other	Against	AGAINST 10 funds	Split 1 FOR, 4 AGAINST
ZIMMER BIO	May 29, 2025	Approve an amendment to our Restated Certificate of Incorporation to allow for exculpation of officers as permitted by Delaware law. Corporate Governance	Other	Not determined	Split 10 FOR, 1 AGAINST	FOR 9 funds
ZOETIS INC.	May 21, 2025	Shareholder proposal regarding a special shareholder meeting improvement. Corporate Governance	Other	Against	AGAINST 16 funds	Split 1 FOR, 7 AGAINST
ZUORA INC.	February 13, 2025	To adjourn 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 2 funds	Split 1 FOR, 1 AGAINST

← All 20 managers, 2024-2025

How items are matched and positions counted: see the comparison table and the methodology. Built October 18, 2026 from SEC Form N-PX filings.