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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 itemsSame DifferSplit (not in %)Same position Fund-level
All ballot items 18,86716,032166 2,66999.0%93.8%
Board proposals 15,26813,071147 2,05098.9%93.8%
E&S shareholder proposals 2481380 110100.0%89.4%
Other items 3,3512,82319 50999.3%93.9%

Where they did not vote alike

Everything Voted differently Split votes

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

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.

CompanyMeetingProposalOn the ballot from Board recommendedJackson NationalLincoln Financial
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 FOR
2 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
8 FOR, 1 AGAINST
Split
8 FOR, 2 AGAINST
VAREX IMAG February 13, 2025 To amend the Amended and Restated Certificate of Incorporation of Varex Imaging Corporation to limit the liability of certain officer as permitted by law.
Corporate Governance
Other Not determined Split
2 FOR, 1 AGAINST
FOR
3 funds
VAXCYTE INC. June 12, 2025 Approval of the amendment and restatement of the Company's Amended and Restated Certificate of Incorporation to provide for officer exculpation as permitted by recent amendments to the Delaware General Corporation Law.
Director Elections
Other For Split
5 FOR, 1 AGAINST
Split
5 FOR, 1 AGAINST
VECTOR GROUP LTD. August 20, 2024 Advisory vote on a stockholder proposal requesting the Company to amend its governing documents to require the Chairman of the Board of Directors to be an independent director.
Corporate Governance
Other Against AGAINST
4 funds
Split
1 FOR, 3 AGAINST
VERISIGN INC. May 22, 2025 Stockholder proposal to permit stockholder action by written consent.
Corporate Governance
Other Against Split
7 FOR, 2 AGAINST
AGAINST
5 funds
VERISIGN INC. May 22, 2025 To approve an Amendment to the Company's Restated Certificate of Incorporation to limit the liability of certain officers as permitted by Delaware law.
Shareholder Rights and Defenses
Other For FOR
9 funds
Split
4 FOR, 1 AGAINST
VERISK ANALYTICS INC. May 20, 2025 To enable the ability of shareholders owning 25% of the Company's common stock to call special meetings of shareholders.
Shareholder Rights and Defenses
Other For FOR
16 funds
Split
11 FOR, 1 ABSTAIN
VERISK ANALYTICS INC. May 20, 2025 To limit certain liability of officers as permitted by Delaware law.
Director Elections
Other For Split
15 FOR, 1 AGAINST
Split
11 FOR, 1 AGAINST
VERTEX PHARMACEUTICALS INC. May 14, 2025 Shareholder proposal, if properly presented at the meeting, regarding excessive golden parachutes.
Compensation
Other Against Split
4 FOR, 14 AGAINST
Split
10 FOR, 5 AGAINST
VICTORY CAPITAL HOLDINGS INC. October 11, 2024 To approve the adjournment of the special meeting, whether or not a quorum is present, if necessary or appropriate, to solicit additional proxies if there are not sufficient votes to approve the share issuance proposal, the authorized preferred share increase proposal or the corporate opportunities proposal (the "adjournment proposal").
Corporate Governance
Other For Split
3 FOR, 2 AGAINST
Split
4 FOR, 1 AGAINST
VIPER ENERGY INC. May 1, 2025 Adjournment Proposal: To adjourn the special meeting to a later date or time if necessary or appropriate, including to solicit additional proxies if there are not sufficient votes cast at the special meeting to approve the Drop Down Proposal and the Equity Issuance Proposal.
Corporate Governance
Other For Split
2 FOR, 1 AGAINST
Split
2 FOR, 3 AGAINST
VISA INC. January 28, 2025 Shareholder proposal requesting adoption of a new director election resignation governance guideline.
Corporate Governance
Other Against Split
1 FOR, 24 AGAINST
Split
3 FOR, 13 AGAINST
VISTRA CORP. April 30, 2025 To approve an amendment to the Company's certificate of incorporation (as amended and restated, the "Restated Certificate of Incorporation") to provide for the exculpation of officers as permitted by Delaware Law.
Director Elections
Other For Split
9 FOR, 2 AGAINST
Split
11 FOR, 1 AGAINST
VITAL FARMS INC. June 11, 2025 To approve an amendment to the Company's Amended and Restated Certificate of Incorporation to reflect Delaware law provisions allowing for officer exculpation.
Director Elections
Other For FOR
3 funds
Split
3 FOR, 1 AGAINST
VITESSE ENERGY INC. March 5, 2025 The Adjournment Proposal - to approve the adjournment or postponement of the special meeting, if necessary or appropriate, including to solicit additional proxies if there are not sufficient votes to approve the Stock Issuance Proposal, subject to the provisions of the Arrangement Agreement, dated December 15, 2024, between Vitesse and Lucero.
Corporate Governance
Other For FOR
2 funds
Split
2 FOR, 1 AGAINST
W. R. BERKLEY CORP. June 11, 2025 A stockholder proposal regarding director election resignation governance policy, if properly presented at the Annual Meeting.
Corporate Governance
Other Against Split
1 FOR, 8 AGAINST
Split
2 FOR, 4 AGAINST
WAL-MART DE MEXICO SAB DE CV April 10, 2025 APPROVE CONSOLIDATED FINANCIAL STATEMENTS
Corporate Governance
Other For Split
2 FOR, 1 ABSTAIN
Split
1 AGAINST, 1 ABSTAIN
WEC ENERGY GROUP INC. May 8, 2025 Stockholder proposal to support simple majority vote
Corporate Governance
Other Against Split
11 FOR, 2 AGAINST
Split
10 FOR, 1 AGAINST
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

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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.