Home › Asset managers › Compare 2024-2025 › Jackson National vs Lincoln Financial
Jackson National 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 | 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% |
Everything Voted differently Split votes
All ballot items Board proposals E&S shareholder proposals Other items
528 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 |
|---|---|---|---|---|---|---|
| POST HOLDINGS INC. | January 30, 2025 | Shareholder proposal to eliminate all supermajority voting requirements. Corporate Governance |
Other | Against | Split 8 FOR, 1 AGAINST |
Split 2 FOR, 3 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 | Split 3 FOR, 1 AGAINST |
FOR 5 funds |
| 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 | Split 4 FOR, 4 AGAINST |
AGAINST 4 funds |
| POWSZECHNY ZAKLAD UBEZPIECZEN SA | July 18, 2024 | APPROVE DISCHARGE OF AGATA GORNICKA (SUPERVISORY BOARD SECRETARY AND MEMBER) Director Elections |
Other | For | Split 4 FOR, 1 AGAINST |
Split 2 FOR, 1 AGAINST |
| POWSZECHNY ZAKLAD UBEZPIECZEN SA | July 18, 2024 | APPROVE DISCHARGE OF BEATA KOZLOWSKA-CHYLA (CEO) Director Elections |
Other | Not determined | Split 4 AGAINST, 1 ABSTAIN |
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 | Split 4 FOR, 1 AGAINST |
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 | Split 4 AGAINST, 1 ABSTAIN |
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 | Split 4 AGAINST, 1 ABSTAIN |
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 | Split 4 AGAINST, 1 ABSTAIN |
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 | Split 4 AGAINST, 1 ABSTAIN |
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 | Split 4 AGAINST, 1 ABSTAIN |
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 | Split 4 FOR, 1 AGAINST |
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 | Split 4 AGAINST, 1 ABSTAIN |
Split 2 AGAINST, 1 ABSTAIN |
| POWSZECHNY ZAKLAD UBEZPIECZEN SA | July 18, 2024 | APPROVE DISCHARGE OF RADOSLAW SIERPINSKI (SUPERVISORY BOARD MEMBER) Director Elections |
Other | For | Split 4 FOR, 1 AGAINST |
Split 2 FOR, 1 AGAINST |
| POWSZECHNY ZAKLAD UBEZPIECZEN SA | July 18, 2024 | APPROVE DISCHARGE OF ROBERT JASTRZEBSKI (SUPERVISORY BOARD CHAIRMAN) Director Elections |
Other | For | Split 4 FOR, 1 AGAINST |
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 | Split 4 AGAINST, 1 ABSTAIN |
Split 2 AGAINST, 1 ABSTAIN |
| POWSZECHNY ZAKLAD UBEZPIECZEN SA | June 25, 2025 | ADOPTION OF A RESOLUTION ON AMENDING THE PZU SA ARTICLES OF ASSOCIATION Corporate Governance |
Other | For | Split 2 FOR, 3 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 | FOR 2 funds |
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 6 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 5 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 | Split 1 FOR, 14 AGAINST |
Split 5 FOR, 7 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 | Split 1 FOR, 1 ABSTAIN |
FOR 2 funds |
| PROMOTORA Y OPERADORA DE INFRAESTRUCTURA SAB DE CV | April 10, 2025 | Approve Individual and Consolidated Financial Statements Corporate Governance |
Other | For | Split 1 FOR, 1 ABSTAIN |
FOR 2 funds |
| PROMOTORA Y OPERADORA DE INFRAESTRUCTURA SAB DE CV | April 10, 2025 | Approve Report on Adherence to Fiscal Obligations Corporate Governance |
Other | For | Split 1 FOR, 1 ABSTAIN |
FOR 2 funds |
| PROMOTORA Y OPERADORA DE INFRAESTRUCTURA SAB DE CV | April 10, 2025 | Approve Report on Share Repurchase Reserve Corporate Governance |
Other | For | Split 1 FOR, 1 ABSTAIN |
FOR 2 funds |
| PROSUS N.V. | August 21, 2024 | TO DISCHARGE NON-EXECUTIVE DIRECTORS FROM LIABILITY Corporate Governance |
Other | For | Split 5 FOR, 2 AGAINST |
FOR 1 fund |
| PRUDENTIAL FINANCIAL INC. | May 13, 2025 | Shareholder proposal regarding an Independent Board Chairman. Corporate Governance |
Other | Against | AGAINST 9 funds |
Split 2 FOR, 4 AGAINST |
| 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 | AGAINST 2 funds |
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 | FOR 2 funds |
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 | AGAINST 2 funds |
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 6 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 | FOR 3 funds |
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 11 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 3 funds |
Split 2 FOR, 1 AGAINST |
| RATIONAL | May 14, 2025 | APPROVE DISCHARGE OF SUPERVISORY BOARD FOR FISCAL YEAR 2024 Corporate Governance |
Other | Not determined | AGAINST 1 fund |
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 2 funds |
Split 2 FOR, 1 AGAINST |
| 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 6 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 | FOR 2 funds |
Split 2 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 9 funds |
Split 7 FOR, 1 AGAINST |
| 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 | FOR 2 funds |
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 | Split 2 FOR, 13 AGAINST |
Split 3 FOR, 3 AGAINST |
| RIO TINTO | April 3, 2025 | APPROVE CLIMATE ACTION PLAN Environment or Climate |
Other | Not determined | Split 5 FOR, 1 AGAINST |
Split 3 FOR, 1 AGAINST |
| RWE AG | April 30, 2025 | APPROVE VIRTUAL-ONLY SHAREHOLDER MEETINGS UNTIL 2027 Corporate Governance |
Other | For | Split 4 FOR, 2 AGAINST |
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 6 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 1 FOR, 5 AGAINST |
Split 2 FOR, 3 AGAINST |
| SALLY BEAUTY HOLDINGS INC. | January 24, 2025 | Vote on shareholder proposal (Director Election Resignation Guideline). Corporate Governance |
Other | Against | Split 2 FOR, 3 AGAINST |
Split 2 FOR, 2 AGAINST |
| SAMSUNG ELECTRONICS | March 19, 2025 | ELECTION OF AUDIT COMMITTEE MEMBER: MR. JE-YOON SHIN Corporate Governance |
Other | For | Split 5 FOR, 1 AGAINST |
AGAINST 1 fund |
| 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 | FOR 5 funds |
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 7 funds |
Split 2 FOR, 3 AGAINST |
| 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 | Split 12 FOR, 2 AGAINST |
FOR 15 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 | Split 2 FOR, 12 AGAINST |
Split 1 FOR, 14 AGAINST |
| SGS SA | March 26, 2025 | AD HOC Corporate Governance |
Other | For | Split 4 AGAINST, 1 ABSTAIN |
ABSTAIN 1 fund |
| 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 3 funds |
Split 3 FOR, 1 AGAINST |
| SIEMENS AG | February 13, 2025 | APPROVE VIRTUAL-ONLY SHAREHOLDER MEETINGS UNTIL 2027 Corporate Governance |
Other | For | Split 2 FOR, 2 AGAINST |
Split 1 FOR, 5 AGAINST |
| SIKA AG | March 25, 2025 | APPROVE DISCHARGE OF BOARD AND SENIOR MANAGEMENT Director Elections |
Other | For | Split 3 FOR, 1 AGAINST |
FOR 4 funds |
| SMART GLOBAL HOLDINGS INC. | August 26, 2024 | A proposal (the "Adjournment Proposal") to approve the adjournment of the Extraordinary General Meeting to a later date or dates, if necessary, to permit further solicitation and voting of proxies in the event that there are insufficient votes for, or otherwise in connection with, the approval of the Name Change Proposal or the Articles Amendment Proposal. The Adjournment Proposal will only be presented at the Extraordinary General Meeting if there are not sufficient votes to approve the Name Change Proposal or the Articles Amendment Proposal. Corporate Governance |
Other | For | FOR 3 funds |
Split 4 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 | FOR 3 funds |
Split 2 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 3 funds |
Split 4 FOR, 1 AGAINST |
| 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 2 funds |
Split 1 FOR, 4 AGAINST |
| SOUTHERN CO. | May 21, 2025 | Stockholder proposal regarding simple majority vote Shareholder Rights and Defenses |
Other | Against | Split 11 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 1 fund |
Split 2 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 | AGAINST 4 funds |
Split 1 FOR, 3 AGAINST |
| 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 1 fund |
Split 1 FOR, 1 AGAINST |
| 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 | Split 7 FOR, 4 AGAINST |
AGAINST 12 funds |
| STEEL DYNAMICS INC. | April 25, 2025 | SHAREHOLDER PROPOSAL - SPECIAL SHAREHOLDER MEETING IMPROVEMENT Corporate Governance |
Other | Against | AGAINST 10 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 10 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 | FOR 2 funds |
Split 2 FOR, 1 AGAINST |
| SUMITOMO MITSUI FINANCIAL GROUP,INC. | June 27, 2025 | Shareholder Proposal: Amend Articles of Incorporation (Disclosure of assessment of clients' climate change transition plans) Environment or Climate |
Other | Against | Split 2 FOR, 4 AGAINST |
AGAINST 1 fund |
| SUMITOMO MITSUI FINANCIAL GROUP,INC. | June 27, 2025 | Shareholder Proposal: Amend Articles of Incorporation (Disclosure of financial risk audit by the audit committee) Corporate Governance |
Other | Against | Split 1 FOR, 5 AGAINST |
AGAINST 1 fund |
| 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 | FOR 9 funds |
Split 1 FOR, 1 AGAINST |
| SUNOPTA INC. | May 22, 2025 | Vote to Reconfirm Amended and Restated Shareholder Rights Plan Shareholder Rights and Defenses |
Other | For | FOR 1 fund |
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 | FOR 2 funds |
Split 3 FOR, 1 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 | Split 3 FOR, 12 AGAINST |
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 2 FOR, 9 AGAINST |
Split 4 FOR, 7 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 | Split 6 FOR, 1 ABSTAIN |
FOR 8 funds |
| 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 | Split 1 FOR, 6 AGAINST |
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 | FOR 3 funds |
Split 3 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 | AGAINST 2 funds |
Split 1 FOR, 2 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 10 FOR, 5 AGAINST |
Split 1 FOR, 7 AGAINST |
| TEXAS INSTRUMENTS | April 17, 2025 | Stockholder proposal to permit a combined 10% of stockholders to call a special meeting. Corporate Governance |
Other | Against | Split 3 FOR, 15 AGAINST |
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 | Split 2 FOR, 5 AGAINST |
Split 2 FOR, 1 AGAINST |
| TEXAS PACIFIC LAND CORP. | November 8, 2024 | To consider a non-binding stockholder proposal regarding the renomination of directors. Corporate Governance |
Other | Against | AGAINST 7 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 | Split 3 FOR, 9 AGAINST |
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 | Split 2 FOR, 11 AGAINST |
Split 7 FOR, 5 AGAINST |
| THERMO FISHER SCIENTIFIC | May 21, 2025 | Shareholder Proposal. Corporate Governance |
Other | Against | Split 4 FOR, 17 AGAINST |
Split 2 FOR, 9 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 | Split 11 FOR, 1 AGAINST |
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, 2 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 4 funds |
Split 2 FOR, 1 AGAINST |
| TWIST BIOSCIENCE CORP. | February 5, 2025 | To approve an amendment to the Charter to provide for officer exculpation. Director Elections |
Other | For | FOR 3 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 | FOR 7 funds |
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 3 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 3 FOR, 4 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 7 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 11 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 18 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 9 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 | FOR 16 funds |
Split 10 FOR, 1 AGAINST |
| UNITED RENTALS INC. | May 8, 2025 | Stockholder Proposal to Improve Shareholder Written Consent Corporate Governance |
Other | Against | AGAINST 11 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 12 funds |
Split 5 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 | Split 1 FOR, 24 AGAINST |
Split 1 FOR, 16 AGAINST |
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How items are matched and positions counted: see the comparison table and the methodology. Built October 18, 2026 from SEC Form N-PX filings.