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
2,835 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 |
|---|---|---|---|---|---|---|
| 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 |
| 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 |
| 3D SYSTEMS CORP. | August 30, 2024 | The approval of the amendment and restatement of the 2015 Incentive Plan that, among other things, increases the number of shares reserved for issuance thereunder by 4,000,000 shares. Compensation |
Board | For | AGAINST 3 funds |
Split 1 FOR, 2 AGAINST |
| 3D SYSTEMS CORP. | August 30, 2024 | The approval, on an advisory basis, of the compensation paid to our named executive officers in 2023. Say-on-Pay |
Board | For | Split 1 FOR, 2 AGAINST |
Split 1 FOR, 2 AGAINST |
| 3M CO. | May 13, 2025 | To ratify the appointment of PricewaterhouseCoopers LLP as 3M's independent registered public accounting firm. Audit-related |
Board | For | Split 12 FOR, 1 AGAINST |
FOR 7 funds |
| A-MARK PRECIOUS METALS INC. | November 13, 2024 | To vote, on an advisory basis, to approve the fiscal year 2024 compensation of the named executive officers of the Company. Say-on-Pay |
Board | For | AGAINST 2 funds |
Split 1 FOR, 2 AGAINST |
| A.P. MOELLER - MAERSK A/S | March 18, 2025 | AUTHORIZE SHARE REPURCHASE PROGRAM Capital Structure |
Board | For | AGAINST 3 funds |
Split 1 FOR, 1 AGAINST |
| A.P. MOELLER - MAERSK A/S | March 18, 2025 | REELECT KASPER RORSTED AS DIRECTOR Director Elections |
Board | For | FOR 3 funds |
Split 1 FOR, 1 ABSTAIN |
| AAR CORP. | September 17, 2024 | Election of Director: Michael R. Boyce Director Elections |
Board | For | FOR 6 funds |
Split 3 FOR, 1 AGAINST |
| AB SAGAX | May 8, 2025 | REELECT STAFFAN SALEN AS BOARD CHAIR Corporate Governance |
Board | For | Split 1 FOR, 2 AGAINST |
AGAINST 1 fund |
| AB SAGAX | May 8, 2025 | REELECT STAFFAN SALEN AS DIRECTOR Director Elections |
Board | For | Split 1 FOR, 2 AGAINST |
AGAINST 1 fund |
| ABBVIE INC. | May 9, 2025 | Election of Class I Director: Brett J. Hart Director Elections |
Board | For | Split 17 FOR, 1 AGAINST |
FOR 2 funds |
| ABBVIE INC. | May 9, 2025 | Election of Class I Director: Edward J. Rapp Director Elections |
Board | For | Split 17 FOR, 1 AGAINST |
FOR 2 funds |
| ABBVIE INC. | May 9, 2025 | Election of Class I Director: Thomas C. Freyman Director Elections |
Board | For | Split 16 FOR, 2 AGAINST |
FOR 2 funds |
| ABBVIE INC. | May 9, 2025 | Say on Pay - An advisory vote on the approval of executive compensation Say-on-Pay |
Board | For | FOR 18 funds |
Split 15 FOR, 1 AGAINST |
| ABM INDUSTRIES INC. | March 26, 2025 | Approval of the ABM Industries Incorporated 2021 Equity and Incentive Compensation Plan (Amended and Restated). Compensation |
Board | For | FOR 7 funds |
Split 5 FOR, 2 AGAINST |
| ACCENTURE PLC | February 6, 2025 | To approve, in a non-binding vote, the compensation of our named executive officers. Say-on-Pay |
Board | For | FOR 17 funds |
Split 12 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.