Home › Asset managers › Compare 2024-2025 › Prudential/PGIM vs Jackson National
Prudential/PGIM 2024-2025 · Jackson National 2024-2025 · Download the item list (CSV)
| Common items | Same | Differ | Split (not in %) | Same position | Fund-level | |
|---|---|---|---|---|---|---|
| All ballot items | 9,030 | 7,238 | 239 | 1,553 | 96.8% | 89.0% |
| Board proposals | 7,383 | 6,010 | 207 | 1,166 | 96.7% | 89.5% |
| E&S shareholder proposals | 254 | 146 | 4 | 104 | 97.3% | 80.1% |
| Other items | 1,393 | 1,082 | 28 | 283 | 97.5% | 88.2% |
Everything Voted differently Split votes
All ballot items Board proposals E&S shareholder proposals Other items
1,792 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 | Prudential/PGIM | Jackson National |
|---|---|---|---|---|---|---|
| STELLANTIS N.V. | April 15, 2025 | ELECT DANIEL RAMOT AS NON-EXECUTIVE DIRECTOR Director Elections |
Board | For | AGAINST 6 funds |
FOR 4 funds |
| STELLANTIS N.V. | April 15, 2025 | ELECT FIONA CLARE CICCONI AS NON-EXECUTIVE DIRECTOR Director Elections |
Board | For | AGAINST 6 funds |
FOR 4 funds |
| STELLANTIS N.V. | April 15, 2025 | ELECT NICOLAS DUFOURCQ AS NON-EXECUTIVE DIRECTOR Director Elections |
Board | For | AGAINST 6 funds |
FOR 4 funds |
| STEPSTONE GROUP INC | September 10, 2024 | To approve, for purposes of complying with Nasdaq Listing Rule 5635, the issuance of shares of the Company's Class A common stock pursuant to the terms of the Option Agreement, dated November 2, 2022, between the Company and the other parties thereto. Capital Structure |
Board | For | FOR 8 funds |
AGAINST 4 funds |
| STEVANATO GROUP S.P.A | May 23, 2025 | Authorization to the Board of Directors to purchase, and dispose, treasury shares within certain limitations for the period elapsing from May 23, 2025 to the date of approval of the financial statements for the financial year ending on December 31, 2025. Capital Structure |
Board | None | FOR 1 fund |
AGAINST 1 fund |
| STEVANATO GROUP S.P.A | May 23, 2025 | Granting to each Director of the yearly gross total compensation of Euro 176,000, to be paid partly in cash and partly in shares. Compensation |
Board | None | FOR 1 fund |
AGAINST 1 fund |
| STITCH FIX INC. | December 12, 2024 | Advisory vote to approve executive compensation. Say-on-Pay |
Board | For | AGAINST 2 funds |
FOR 2 funds |
| SUMMIT THERAPEUTICS INC. | June 12, 2025 | Approval, by a non-binding advisory vote, of the compensation of our named executive officers. Say-on-Pay |
Board | For | FOR 1 fund |
AGAINST 1 fund |
| SUNOPTA INC. | May 22, 2025 | Advisory Vote to Approve Named Executive Officer Compensation Say-on-Pay |
Board | For | AGAINST 1 fund |
FOR 1 fund |
| SUPER MICRO COMPUTER INC. | June 4, 2025 | To approve the further amendment and restatement of the Super Micro Computer, Inc. 2020 Equity and Incentive Compensation Plan. Compensation |
Board | For | FOR 4 funds |
AGAINST 3 funds |
| SURMODICS INC. | August 13, 2024 | Approve, in a non-binding advisory vote, certain compensation that may be paid or become payable to our named executive officers in connection with the merger. Say-on-Pay |
Board | For | FOR 1 fund |
AGAINST 2 funds |
| SURMODICS INC. | February 6, 2025 | Approve, in a non-binding advisory vote, the Company's executive compensation. Say-on-Pay |
Board | For | FOR 1 fund |
AGAINST 2 funds |
| SWEDISH ORPHAN BIOVITRUM AB | May 8, 2025 | APPROVE CREATION OF POOL OF CAPITAL WITHOUT PREEMPTIVE RIGHTS Capital Structure |
Board | For | FOR 1 fund |
AGAINST 3 funds |
| TECHTARGET INC. | November 26, 2024 | Adopt the proposed TechTarget, Inc. 2024 Incentive Plan. Compensation |
Board | For | AGAINST 1 fund |
FOR 3 funds |
| TERRITORIAL BANCORP INC. | November 6, 2024 | To approve a non-binding, advisory proposal to approve the compensation payable to the named executive officers of Territorial in connection with the Merger (the "Compensation Proposal"); and Say-on-Pay |
Board | For | FOR 1 fund |
AGAINST 2 funds |
| TRANSACT TECHNOLOGIES INC. | May 29, 2025 | Approval, on a non-binding, advisory basis, of the compensation of our named executive officers. Say-on-Pay |
Board | For | FOR 1 fund |
AGAINST 2 funds |
| UNDER ARMOUR INC. | September 4, 2024 | To approve the amendment and restatement of the Company's Class C Employee Stock Purchase Plan to increase the number of shares of Class C Common Stock authorized for issuance, among other changes. Compensation |
Board | For | AGAINST 3 funds |
FOR 8 funds |
| UNIVERSAL HEALTH REALTY INCOME TRUST | June 11, 2025 | Advisory (nonbinding) vote to approve named executive officer compensation. Say-on-Pay |
Board | For | FOR 2 funds |
AGAINST 1 fund |
| UNIVERSAL STAINLESS & ALLOY PRODS. INC. | January 15, 2025 | To approve, on an advisory (non-binding) basis, the compensation that may be paid or become payable to Universal's named executive officers that is based on or otherwise relates to the Merger Agreement and the transactions contemplated by the Merger Agreement. Say-on-Pay |
Board | For | FOR 1 fund |
AGAINST 2 funds |
| URBAN EDGE PROPERTIES | May 7, 2025 | The approval, on a non-binding advisory basis, of a resolution approving the compensation of our named executive officers as described in the Proxy Statement. Say-on-Pay |
Board | For | AGAINST 10 funds |
FOR 1 fund |
| VARONIS SYSTEMS INC. | June 5, 2025 | To approve additional shares for issuance under the Amended and Restated Varonis Systems, Inc. 2023 Omnibus Equity Incentive Plan. Compensation |
Board | For | AGAINST 2 funds |
FOR 3 funds |
| VARONIS SYSTEMS INC. | June 5, 2025 | To approve, on a non-binding, advisory basis, the executive compensation of our named executive officers. Say-on-Pay |
Board | For | AGAINST 3 funds |
FOR 2 funds |
| VINCE HOLDING CORP. | June 5, 2025 | To approve, by non-binding vote, the compensation of our named executive officers. Say-on-Pay |
Board | For | FOR 1 fund |
AGAINST 1 fund |
| VIRIDIAN THERAPEUTICS INC. | June 20, 2025 | To approve, on an advisory basis, the compensation of the Company's named executive officers. Say-on-Pay |
Board | For | FOR 1 fund |
AGAINST 1 fund |
| WABASH NATIONAL CORP. | May 14, 2025 | To approve, on an advisory basis, the compensation of our named executive officers. Say-on-Pay |
Board | For | AGAINST 2 funds |
FOR 4 funds |
| XENIA HOTELS & RESORTS INC. | May 13, 2025 | To approve an amendment to the 2015 Incentive Award Plan to increase the number of shares that may be issued thereunder. Compensation |
Board | For | FOR 1 fund |
AGAINST 3 funds |
| ZURICH INSURANCE GROUP AG | April 9, 2025 | APPROVE REMUNERATION REPORT Say-on-Pay |
Board | For | AGAINST 1 fund |
FOR 5 funds |
| ZURICH INSURANCE GROUP AG | April 9, 2025 | REAPPOINT CATHERINE BESSANT AS MEMBER OF THE COMPENSATION COMMITTEE Corporate Governance |
Board | For | AGAINST 1 fund |
FOR 5 funds |
| ZURICH INSURANCE GROUP AG | April 9, 2025 | REAPPOINT CHRISTOPH FRANZ AS MEMBER OF THE COMPENSATION COMMITTEE Corporate Governance |
Board | For | AGAINST 1 fund |
FOR 5 funds |
| ZURICH INSURANCE GROUP AG | April 9, 2025 | REAPPOINT JASMIN STAIBLIN AS MEMBER OF THE COMPENSATION COMMITTEE Corporate Governance |
Board | For | AGAINST 1 fund |
FOR 5 funds |
| ZURICH INSURANCE GROUP AG | April 9, 2025 | REAPPOINT KISHORE MAHBUBANI AS MEMBER OF THE COMPENSATION COMMITTEE Corporate Governance |
Board | For | AGAINST 1 fund |
FOR 5 funds |
| ZURICH INSURANCE GROUP AG | April 9, 2025 | REAPPOINT MICHEL LIES AS MEMBER OF THE COMPENSATION COMMITTEE Corporate Governance |
Board | For | AGAINST 1 fund |
FOR 5 funds |
| ZURICH INSURANCE GROUP AG | April 9, 2025 | REAPPOINT SABINE KELLER-BUSSE AS MEMBER OF THE COMPENSATION COMMITTEE Corporate Governance |
Board | For | AGAINST 1 fund |
FOR 5 funds |
| ZURICH INSURANCE GROUP AG | April 9, 2025 | REELECT CATHERINE BESSANT AS DIRECTOR Director Elections |
Board | For | AGAINST 1 fund |
FOR 5 funds |
| ZURICH INSURANCE GROUP AG | April 9, 2025 | REELECT CHRISTOPH FRANZ AS DIRECTOR Director Elections |
Board | For | AGAINST 1 fund |
FOR 5 funds |
| ZURICH INSURANCE GROUP AG | April 9, 2025 | REELECT JASMIN STAIBLIN AS DIRECTOR Director Elections |
Board | For | AGAINST 1 fund |
FOR 5 funds |
| ZURICH INSURANCE GROUP AG | April 9, 2025 | REELECT KISHORE MAHBUBANI AS DIRECTOR Director Elections |
Board | For | AGAINST 1 fund |
FOR 5 funds |
| ZURICH INSURANCE GROUP AG | April 9, 2025 | REELECT MICHEL LIES AS DIRECTOR AND BOARD CHAIR Director Elections |
Board | For | AGAINST 1 fund |
FOR 5 funds |
| ZURICH INSURANCE GROUP AG | April 9, 2025 | REELECT SABINE KELLER-BUSSE AS DIRECTOR Director Elections |
Board | For | AGAINST 1 fund |
FOR 5 funds |
| ALLIANT ENERGY CORP. | May 16, 2025 | Shareowner Proposal Requesting Third-Party Evaluation of Greenhouse Gas Emissions Reduction Targets. Environment or Climate |
Shareholder (E&S) | Against | Split 1 FOR, 6 AGAINST |
AGAINST 12 funds |
| ALPHABET INC. | June 6, 2025 | Stockholder proposal regarding a human rights impact assessment of AI-driven targeted ad policies Human Rights or Human Capital/workforce |
Shareholder (E&S) | Against | Split 10 FOR, 14 AGAINST |
Split 2 FOR, 20 AGAINST |
| ALPHABET INC. | June 6, 2025 | Stockholder proposal regarding a report on AI data usage oversight Human Rights or Human Capital/workforce |
Shareholder (E&S) | Against | Split 10 FOR, 14 AGAINST |
Split 2 FOR, 20 AGAINST |
| ALPHABET INC. | June 6, 2025 | Stockholder proposal regarding a report on alignment of lobbying activities with child safety policies Human Rights or Human Capital/workforce |
Shareholder (E&S) | Against | Split 2 FOR, 26 AGAINST |
Split 1 FOR, 21 AGAINST |
| ALPHABET INC. | June 6, 2025 | Stockholder proposal regarding a report on charitable partnerships Human Rights or Human Capital/workforce |
Shareholder (E&S) | Against | AGAINST 30 funds |
Split 7 FOR, 15 AGAINST |
| ALPHABET INC. | June 6, 2025 | Stockholder proposal regarding a report on online safety for children Compensation |
Shareholder (E&S) | Against | Split 1 FOR, 21 AGAINST |
Split 8 FOR, 14 AGAINST |
| ALPHABET INC. | June 6, 2025 | Stockholder proposal regarding a request to cease CEI participation Shareholder Rights and Defenses |
Shareholder (E&S) | Against | AGAINST 30 funds |
Split 7 FOR, 15 AGAINST |
| AMAZON.COM | May 21, 2025 | SHAREHOLDER PROPOSAL REQUESTING A REPORT ON DATA USAGE OVERSIGHT IN AI OFFERINGS Other Social Issues |
Shareholder (E&S) | Against | AGAINST 10 funds |
Split 1 FOR, 22 AGAINST |
| AMAZON.COM | May 21, 2025 | SHAREHOLDER PROPOSAL REQUESTING A REPORT ON WAREHOUSE WORKING CONDITIONS Human Rights or Human Capital/workforce |
Shareholder (E&S) | Against | Split 8 FOR, 14 AGAINST |
AGAINST 23 funds |
| AMAZON.COM | May 21, 2025 | SHAREHOLDER PROPOSAL REQUESTING ALTERNATIVE EMISSIONS REPORTING Environment or Climate |
Shareholder (E&S) | Against | Split 1 FOR, 28 AGAINST |
AGAINST 24 funds |
| APPLE INC. | February 25, 2025 | A shareholder proposal entitled "Report on Costs and Benefits of Child Sex Abuse Material-Identifying Software & User Privacy" Human Rights or Human Capital/workforce |
Shareholder (E&S) | Against | Split 10 FOR, 17 AGAINST |
AGAINST 22 funds |
| APPLE INC. | February 25, 2025 | A shareholder proposal entitled "Report on Ethical AI Data Acquisition and Usage" Human Rights or Human Capital/workforce |
Shareholder (E&S) | Against | Split 9 FOR, 18 AGAINST |
AGAINST 22 funds |
| AUTONATION INC. | April 23, 2025 | Adoption of stockholder proposal regarding diversity, equity, and inclusion efforts. Human Rights or Human Capital/workforce |
Shareholder (E&S) | Against | Split 3 FOR, 1 AGAINST |
AGAINST 7 funds |
| AUTONATION INC. | April 23, 2025 | Adoption of stockholder proposal regarding political contributions. Other Social Issues |
Shareholder (E&S) | Against | Split 3 FOR, 1 AGAINST |
AGAINST 7 funds |
| BANK OF AMERICA CORP. | April 22, 2025 | Shareholder proposal requesting disclosure of energy financing ratio Environment or Climate |
Shareholder (E&S) | Against | AGAINST 27 funds |
Split 2 FOR, 15 AGAINST |
| BANK OF AMERICA CORP. | April 22, 2025 | Shareholder proposal requesting report on lobbying alignment with Bank of America's climate goals Other Social Issues |
Shareholder (E&S) | Against | AGAINST 22 funds |
Split 1 FOR, 16 AGAINST |
| BJ'S WHOLESALE CLUB HOLDINGS INC. | June 19, 2025 | Vote on a shareholder proposal regarding a report on greenhouse gas emissions reduction efforts, if properly presented at the meeting. Environment or Climate |
Shareholder (E&S) | Against | Split 7 FOR, 6 AGAINST |
Split 1 FOR, 9 AGAINST |
| CADENCE DESIGN SYSTEMS INC. | May 8, 2025 | Stockholder proposal regarding political spending. Other Social Issues |
Shareholder (E&S) | Against | Split 4 FOR, 13 AGAINST |
AGAINST 13 funds |
| CAESARS ENTERTAINMENT INC. | June 10, 2025 | SHAREHOLDER PROPOSAL: A SHAREHOLDER PROPOSAL REGARDING ADOPTION OF A SMOKEFREE POLICY FOR CAESARS ENTERTAINMENT PROPERTIES. Other Social Issues |
Shareholder (E&S) | Against | Split 4 FOR, 1 AGAINST |
AGAINST 9 funds |
| CARRIER GLOBAL CORP. | April 9, 2025 | Shareowner Proposal Requesting a Lobbying Transparency Report Other Social Issues |
Shareholder (E&S) | Against | Split 5 FOR, 7 AGAINST |
AGAINST 14 funds |
| CASEY'S GENERAL STORES INC. | August 28, 2024 | Shareholder proposal regarding greenhouse gas emissions reporting. Environment or Climate |
Shareholder (E&S) | Against | AGAINST 8 funds |
Split 2 FOR, 9 AGAINST |
| CBOE GLOBAL MARKETS INC. | May 6, 2025 | Stockholder proposal regarding political spending. Other Social Issues |
Shareholder (E&S) | Against | FOR 5 funds |
Split 3 FOR, 4 AGAINST |
| CHARLES RI | May 20, 2025 | Proposal to publish a report on non-human primates imported by Charles River Laboratories International, Inc. Other Social Issues |
Shareholder (E&S) | Not determined | Split 1 FOR, 6 AGAINST |
AGAINST 7 funds |
| CHARTER COMMUNICATIONS INC. | April 22, 2025 | Stockholder proposal regarding political expenditures report. Other Social Issues |
Shareholder (E&S) | Against | Split 9 FOR, 2 AGAINST |
Split 2 FOR, 12 AGAINST |
| CINTAS CORP. | October 29, 2024 | A shareholder proposal regarding disclosure of key diversity and inclusion metrics, if properly presented at the meeting. Human Rights or Human Capital/workforce |
Shareholder (E&S) | Against | AGAINST 10 funds |
Split 1 FOR, 12 AGAINST |
| CINTAS CORP. | October 29, 2024 | A shareholder proposal regarding disclosure of managing climate risk through science-based targets and transition planning, if properly presented at the meeting. Environment or Climate |
Shareholder (E&S) | Against | Split 1 FOR, 11 AGAINST |
Split 2 FOR, 11 AGAINST |
| CINTAS CORP. | October 29, 2024 | A shareholder proposal regarding political disclosure, if properly presented at the meeting. Other Social Issues |
Shareholder (E&S) | Against | Split 11 FOR, 2 AGAINST |
Split 2 FOR, 11 AGAINST |
| COCA-COLA CO. | April 30, 2025 | Vote on shareowner proposal regarding a report on food waste Environment or Climate |
Shareholder (E&S) | Against | Split 2 FOR, 16 AGAINST |
AGAINST 14 funds |
| COCA-COLA CO. | April 30, 2025 | Vote on shareowner proposal regarding an assessment of non-sugar sweeteners Other Social Issues |
Shareholder (E&S) | Against | Split 2 FOR, 16 AGAINST |
AGAINST 14 funds |
| CONSTELLATION BRANDS INC. | July 17, 2024 | Stockholder proposaI on circular packaging. Environment or Climate |
Shareholder (E&S) | Against | AGAINST 8 funds |
Split 1 FOR, 11 AGAINST |
| CONSTELLATION BRANDS INC. | July 17, 2024 | Stockholder proposal on greenhouse gas emissions. Environment or Climate |
Shareholder (E&S) | Against | AGAINST 13 funds |
Split 1 FOR, 11 AGAINST |
| CONSTELLATION BRANDS INC. | July 17, 2024 | Stockholder proposal on managing supply chain water risk. Environment or Climate |
Shareholder (E&S) | Against | AGAINST 13 funds |
Split 1 FOR, 11 AGAINST |
| COSTAR GROUP | June 26, 2025 | Stockholder proposal regarding support for transparency in political spending, if properly presented. Other Social Issues |
Shareholder (E&S) | Against | Split 5 FOR, 2 AGAINST |
Split 1 FOR, 12 AGAINST |
| CROWN HOLDINGS INC. | May 1, 2025 | Consideration of a Shareholder proposal regarding transparency in political spending. Other Social Issues |
Shareholder (E&S) | Against | Split 13 FOR, 1 AGAINST |
Split 2 FOR, 9 AGAINST |
| DARDEN RESTAURANTS INC. | September 18, 2024 | To vote on a shareholder proposal requesting the Company disclose its Broiler Chicken Key Welfare Indicators if properly presented at the meeting. Other Social Issues |
Shareholder (E&S) | Against | Split 2 FOR, 8 ABSTAIN |
ABSTAIN 11 funds |
| DARDEN RESTAURANTS INC. | September 18, 2024 | To vote on a shareholder proposal requesting the Company disclose the percent of pork raised in group housing and establish targets for achieving 100% group housed pork if properly presented at the meeting. Other Social Issues |
Shareholder (E&S) | Against | Split 2 FOR, 9 AGAINST |
AGAINST 11 funds |
| DARDEN RESTAURANTS INC. | September 18, 2024 | To vote on a shareholder proposal requesting the Company issue a report on if and how it will reduce greenhouse gas emissions in alignment with the Paris Agreement's 1.5 degree goal if properly presented at the meeting. Environment or Climate |
Shareholder (E&S) | Against | Split 2 FOR, 8 AGAINST |
Split 1 FOR, 10 AGAINST |
| DEERE & CO. | February 26, 2025 | Shareholder proposal on a civil rights audit Diversity, Equity, and Inclusion |
Shareholder (E&S) | Against | AGAINST 12 funds |
Split 2 FOR, 15 AGAINST |
| DIGITAL REALTY TRUST INC. | June 6, 2025 | A stockholder proposal regarding human right to water, if properly presented. Human Rights or Human Capital/workforce |
Shareholder (E&S) | Against | Split 2 FOR, 16 AGAINST |
AGAINST 12 funds |
| DOLLAR GENERAL CORP. | May 29, 2025 | To vote on a shareholder proposal to adopt a comprehensive human rights policy. Human Rights or Human Capital/workforce |
Shareholder (E&S) | Against | Split 8 FOR, 1 AGAINST |
AGAINST 8 funds |
| DOLLAR GENERAL CORP. | May 29, 2025 | To vote on a shareholder proposal to publish a food waste transparency report. Environment or Climate |
Shareholder (E&S) | Against | Split 1 FOR, 8 AGAINST |
AGAINST 8 funds |
| DRAFTKINGS INC. | May 19, 2025 | To consider a shareholder proposal regarding board matrix disclosure. Corporate Governance |
Shareholder (E&S) | Against | FOR 2 funds |
Split 3 FOR, 5 AGAINST |
| FEDEX CORP. | September 23, 2024 | Stockholder proposal regarding a Just Transition report. Environment or Climate |
Shareholder (E&S) | Against | Split 15 FOR, 3 AGAINST |
Split 1 FOR, 13 AGAINST |
| FEDEX CORP. | September 23, 2024 | Stockholder proposal regarding climate lobbying alignment with company's carbon neutral goals. Environment or Climate |
Shareholder (E&S) | Against | Split 3 FOR, 16 AGAINST |
Split 3 FOR, 11 AGAINST |
| FIRSTENERG | May 21, 2025 | Report on Lobbying Activity and Policies Other Social Issues |
Shareholder (E&S) | Not determined | Split 1 FOR, 5 AGAINST |
AGAINST 8 funds |
| GENERAL MILLS INC. | September 24, 2024 | Shareholder Proposal - Disclosure of Regenerative Agriculture Practices Within Supply Chain. Environment or Climate |
Shareholder (E&S) | Against | AGAINST 13 funds |
Split 1 FOR, 9 AGAINST |
| GENERAL MILLS INC. | September 24, 2024 | Shareholder Proposal - Plastic Packaging. Environment or Climate |
Shareholder (E&S) | Against | AGAINST 12 funds |
Split 2 FOR, 8 AGAINST |
| GENUINE PARTS CO. | April 28, 2025 | Shareholder Proposal Seeking a Report on the Effectiveness of the Company's Diversity, Equity and Inclusion Efforts Human Rights or Human Capital/workforce |
Shareholder (E&S) | Against | Split 5 FOR, 1 AGAINST |
AGAINST 7 funds |
| GILEAD SCIENCES INC. | May 7, 2025 | To vote on a stockholder proposal requesting a comprehensive human rights policy and human rights due diligence process, if properly presented at the Annual Meeting. Human Rights or Human Capital/workforce |
Shareholder (E&S) | Against | FOR 14 funds |
Split 1 FOR, 16 AGAINST |
| GILEAD SCIENCES INC. | May 7, 2025 | To vote on a stockholder proposal requesting the CEO pay ratio factor be included in the Company's executive compensation programs, if properly presented at the Annual Meeting. Diversity, Equity, and Inclusion |
Shareholder (E&S) | Against | Split 1 FOR, 15 AGAINST |
AGAINST 17 funds |
| GOLDMAN SACHS GROUP INC. | April 23, 2025 | Shareholder Proposal Regarding Disclosure of Energy Supply Financing Ratio Environment or Climate |
Shareholder (E&S) | Against | AGAINST 28 funds |
Split 1 FOR, 14 AGAINST |
| HCA HEALTHCARE INC. | April 24, 2025 | Stockholder proposal, if properly presented at the meeting, regarding an amendment to Patient Safety and Quality of Care Committee charter. Other Social Issues |
Shareholder (E&S) | Against | Split 1 FOR, 6 AGAINST |
AGAINST 13 funds |
| HCA HEALTHCARE INC. | April 24, 2025 | Stockholder proposal, if properly presented at the meeting, regarding report on acquisition strategy. Human Rights or Human Capital/workforce |
Shareholder (E&S) | Against | Split 1 FOR, 6 AGAINST |
AGAINST 13 funds |
| HOME DEPOT INC. | May 22, 2025 | Shareholder Proposal Regarding Report on Packaging Policies for Plastics Environment or Climate |
Shareholder (E&S) | Against | AGAINST 16 funds |
Split 2 FOR, 15 AGAINST |
| INTERNATIONAL BUSINESS MACHINES CORP. | April 29, 2025 | Stockholder Proposal to Support Transparency in Lobbying Other Social Issues |
Shareholder (E&S) | Against | Split 15 FOR, 1 AGAINST |
AGAINST 13 funds |
| JPMORGAN CHASE & CO. | May 20, 2025 | Report on social impacts of transition finance Environment or Climate |
Shareholder (E&S) | Against | Split 10 FOR, 12 AGAINST |
AGAINST 19 funds |
| KNIGHT-SWI | May 13, 2025 | Vote on a stockholder proposal regarding support for transparency in political spending. Other Social Issues |
Shareholder (E&S) | Not determined | Split 2 FOR, 4 AGAINST |
Split 2 FOR, 8 AGAINST |
| KRAFT HEINZ CO. | May 8, 2025 | Stockholder Proposal - Report on plastic packaging, if properly presented. Environment or Climate |
Shareholder (E&S) | Against | Split 2 FOR, 7 AGAINST |
AGAINST 11 funds |
| KRAFT HEINZ CO. | May 8, 2025 | Stockholder Proposal - Report on recyclability claims, if properly presented. Environment or Climate |
Shareholder (E&S) | Against | Split 2 FOR, 7 AGAINST |
AGAINST 11 funds |
| L3HARRIS T | April 18, 2025 | Shareholder Proposal titled "Transparency in Lobbying". Other Social Issues |
Shareholder (E&S) | Not determined | Split 15 FOR, 2 AGAINST |
AGAINST 15 funds |
| LENNAR CORP. | April 9, 2025 | Vote on a stockholder proposal requesting a report disclosing the Company's LGBTQIA+ equity and inclusion efforts in its human capital management strategy. Human Rights or Human Capital/workforce |
Shareholder (E&S) | Against | Split 5 FOR, 1 AGAINST |
AGAINST 10 funds |
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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.