Home › Asset managers › Compare 2025-2026 › Charles Schwab vs Brighthouse
Note on Brighthouse: its funds did not all vote the same way on 12.0% of the 120,248 ballot items it voted. Those items are not in the percentage above; the ones it shares with this pair are listed under “Split votes”.
Charles Schwab 2025-2026 · Brighthouse 2025-2026 · Download the item list (CSV)
| Common items | Same | Differ | Split (not in %) | Same position | Fund-level | |
|---|---|---|---|---|---|---|
| All ballot items | 27,452 | 9,292 | 4,811 | 13,349 | 65.9% | 61.9% |
| Board proposals | 24,647 | 8,128 | 4,387 | 12,132 | 64.9% | 61.9% |
| E&S shareholder proposals | 199 | 23 | 2 | 174 | 92.0% | 45.2% |
| Other items | 2,606 | 1,141 | 422 | 1,043 | 73.0% | 63.0% |
Everything Voted differently Split votes
All ballot items Board proposals E&S shareholder proposals Other items
1,043 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 | Charles Schwab | Brighthouse |
|---|---|---|---|---|---|---|
| Atlas Copco AB | April 28, 2026 | Minutes Corporate Governance |
Other | For | FOR 6 funds |
Split 1 FOR, 1 AGAINST |
| Atlas Copco AB | April 28, 2026 | Opening of Meeting; Election of Presiding Chair Corporate Governance |
Other | For | FOR 6 funds |
Split 1 FOR, 1 AGAINST |
| Atlas Copco AB | April 28, 2026 | Ratification of Anna Ohlsson-Leijon Corporate Governance |
Other | For | FOR 6 funds |
Split 1 FOR, 1 ABSTAIN |
| Atlas Copco AB | April 28, 2026 | Ratification of Benny Larsson Corporate Governance |
Other | For | FOR 6 funds |
Split 1 FOR, 1 ABSTAIN |
| Atlas Copco AB | April 28, 2026 | Ratification of Gordon Riske Corporate Governance |
Other | For | FOR 6 funds |
Split 1 FOR, 1 ABSTAIN |
| Atlas Copco AB | April 28, 2026 | Ratification of Hans Straberg Corporate Governance |
Other | For | FOR 6 funds |
Split 1 FOR, 1 ABSTAIN |
| Atlas Copco AB | April 28, 2026 | Ratification of Helena Hemstrom Corporate Governance |
Other | For | FOR 6 funds |
Split 1 FOR, 1 ABSTAIN |
| Atlas Copco AB | April 28, 2026 | Ratification of Helene Mellquist Corporate Governance |
Other | For | FOR 6 funds |
Split 1 FOR, 1 ABSTAIN |
| Atlas Copco AB | April 28, 2026 | Ratification of Johan Forssell Corporate Governance |
Other | For | FOR 6 funds |
Split 1 FOR, 1 ABSTAIN |
| Atlas Copco AB | April 28, 2026 | Ratification of Jumana Al Sibai Corporate Governance |
Other | For | FOR 6 funds |
Split 1 FOR, 1 AGAINST |
| Atlas Copco AB | April 28, 2026 | Ratification of Karin Radstrom Corporate Governance |
Other | For | FOR 6 funds |
Split 1 FOR, 1 ABSTAIN |
| Atlas Copco AB | April 28, 2026 | Ratification of Peter Wallenberg Jr Corporate Governance |
Other | For | FOR 6 funds |
Split 1 FOR, 1 ABSTAIN |
| Atlas Copco AB | April 28, 2026 | Ratification of Vagner Rego Corporate Governance |
Other | For | FOR 6 funds |
Split 1 FOR, 1 ABSTAIN |
| Atlas Copco AB | April 28, 2026 | Ratification of Vagner Rego (CEO) Corporate Governance |
Other | For | FOR 6 funds |
Split 1 FOR, 1 ABSTAIN |
| Atlas Copco AB | April 28, 2026 | Voting List Corporate Governance |
Other | For | FOR 6 funds |
Split 1 FOR, 1 AGAINST |
| BANK OF AMERICA CORPORATION | May 4, 2026 | Shareholder proposal requesting independent board chair Corporate Governance |
Other | Against | AGAINST 14 funds |
Split 6 FOR, 3 AGAINST, 5 ABSTAIN |
| BASF SE | April 30, 2026 | Ratification of Management Board Acts Corporate Governance |
Other | For | FOR 4 funds |
Split 1 FOR, 1 ABSTAIN |
| BASF SE | April 30, 2026 | Ratification of Supervisory Board Acts Corporate Governance |
Other | For | FOR 4 funds |
Split 1 FOR, 1 ABSTAIN |
| BAXTER INTERNATIONAL INC. | May 5, 2026 | Approval of Amendment to the Baxter International Inc. Amended and Restated Certificate of Incorporation to Amend Board Size Corporate Governance |
Other | For | FOR 14 funds |
Split 3 FOR, 1 AGAINST, 2 ABSTAIN |
| BIO-RAD LABORATORIES, INC. | April 21, 2026 | Stockholder proposal regarding dual class capital structure. Shareholder Rights and Defenses |
Other | Against | FOR 13 funds |
Split 2 FOR, 1 ABSTAIN |
| BIO-TECHNE CORP | October 30, 2025 | To set the number of Directors at nine. Corporate Governance |
Other | For | FOR 15 funds |
Split 6 FOR, 3 ABSTAIN |
| BIONTECH SE | May 15, 2026 | Resolution on the amendment of Section 16 para. 5 of the Articles of Association to reauthorize the Management Board to provide for the holding of a virtual Annual General Meeting Corporate Governance |
Other | For | FOR 3 funds |
Split 1 FOR, 1 ABSTAIN |
| BIONTECH SE | May 15, 2026 | Resolution on the approval of the actions of the Management Board Director Elections |
Other | For | FOR 3 funds |
Split 1 FOR, 1 ABSTAIN |
| BIONTECH SE | May 15, 2026 | Resolution on the approval of the actions of the Supervisory Board Director Elections |
Other | For | FOR 3 funds |
Split 1 FOR, 1 ABSTAIN |
| BJ'S WHOLESALE CLUB HOLDINGS, INC. | June 18, 2026 | Vote on a shareholder proposal regarding adopting a majority voting standard, if properly presented at the meeting. Shareholder Rights and Defenses |
Other | Against | FOR 13 funds |
Split 1 FOR, 4 AGAINST, 3 ABSTAIN |
| BLACK HILLS CORPORATION | April 2, 2026 | A proposal to amend the Black Hills Charter to change the name of Black Hills. Corporate Governance |
Other | For | FOR 8 funds |
Split 1 FOR, 1 ABSTAIN |
| BLACK HILLS CORPORATION | April 2, 2026 | A proposal to approve any motion to adjourn the Black Hills special meeting, if necessary. Corporate Governance |
Other | For | FOR 8 funds |
Split 1 FOR, 1 ABSTAIN |
| BLACKLINE, INC. | May 7, 2026 | The stockholder proposal regarding the declassification of the Board of Directors if properly presented at the Annual Meeting of Shareholders. Shareholder Rights and Defenses |
Other | For | FOR 4 funds |
Split 4 FOR, 1 ABSTAIN |
| BLACKROCK, INC. | May 20, 2026 | Amendment of the BlackRock Finance, Inc. Certificate of Incorporation to remove the pass-through voting provision. Corporate Governance |
Other | For | FOR 15 funds |
Split 8 FOR, 1 ABSTAIN |
| BLOCK, INC. | June 16, 2026 | STOCKHOLDER PROPOSAL REGARDING ESTABLISHING A BOARD-LEVEL TECHNOLOGY COMMITTEE, IF PROPERLY PRESENTED AT THE ANNUAL MEETING. Corporate Governance |
Other | Against | AGAINST 15 funds |
Split 5 AGAINST, 5 ABSTAIN |
| BLOOM ENERGY CORPORATION | May 21, 2026 | To approve an amendment to our Restated Certificate of Incorporation to provide for officer exculpation as permitted by Delaware law. Director Elections |
Other | For | FOR 9 funds |
Split 5 FOR, 1 AGAINST, 3 ABSTAIN |
| BLUE BIRD CORPORATION | March 11, 2026 | To approve an amendment to our certificate of incorporation to provide for limitation of liability of certain officers for certain breaches of fiduciary duty as permitted under Delaware law. Director Elections |
Other | For | AGAINST 5 funds |
Split 3 FOR, 2 AGAINST, 1 ABSTAIN |
| BOOKING HOLDINGS INC. | June 2, 2026 | Amendment of the Company's certificate of incorporation to provide for the exculpation of officers. Director Elections |
Other | For | FOR 16 funds |
Split 6 FOR, 2 AGAINST, 7 ABSTAIN |
| BORGWARNER INC. | April 29, 2026 | Vote on stockholder proposal regarding action by written consent. Shareholder Rights and Defenses |
Other | Against | AGAINST 12 funds |
Split 5 AGAINST, 6 ABSTAIN |
| BOSTON SCIENTIFIC CORPORATION | April 30, 2026 | Stockholder proposal titled "Give Shareholders the Ability to Call for a Special Shareholder Meeting." Corporate Governance |
Other | Against | AGAINST 16 funds |
Split 7 FOR, 1 AGAINST |
| BOSTON SCIENTIFIC CORPORATION | April 30, 2026 | To amend our Certificate of Incorporation and By-Laws to permit stockholders holding 25% of our common stock to call a special meeting of stockholders. Shareholder Rights and Defenses |
Other | For | FOR 16 funds |
Split 8 FOR, 7 ABSTAIN |
| BOSTON SCIENTIFIC CORPORATION | April 30, 2026 | To amend our Certificate of Incorporation to provide for exculpation of certain officers as permitted by Delaware law. Director Elections |
Other | For | FOR 16 funds |
Split 8 FOR, 7 ABSTAIN |
| BRAZE, INC. | June 30, 2026 | To approve an amendment to our Amended and Restated Certificate of Incorporation to provide for the exculpation of officers as permitted by recent amendments to Delaware law. Director Elections |
Other | For | FOR 4 funds |
Split 2 FOR, 1 ABSTAIN |
| BRIGHTHOUSE FINANCIAL, INC. | February 12, 2026 | 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 not sufficient votes at the time of the Special Meeting to approve the Merger Proposal. Corporate Governance |
Other | For | FOR 8 funds |
Split 3 FOR, 1 ABSTAIN |
| BRISTOL-MYERS SQUIBB COMPANY | May 5, 2026 | Shareholder Proposal on the Adoption of a Board Policy that the Chairperson of the Board be an Independent Director Corporate Governance |
Other | Against | AGAINST 15 funds |
Split 1 FOR, 6 AGAINST, 6 ABSTAIN |
| BUNGE GLOBAL SA | May 20, 2026 | Approval of the Swiss Statutory Consolidated Financial Statements and Swiss Standalone Statutory Financial Statements of Bunge Global SA for the year ended December 31, 2025. Corporate Governance |
Other | For | FOR 14 funds |
Split 4 FOR, 3 ABSTAIN |
| BUNGE GLOBAL SA | May 20, 2026 | Discharge of the Members of the Board and of the Executive Management Team from Liability for the Activities During Fiscal Year 2025. Director Elections |
Other | For | FOR 14 funds |
Split 4 FOR, 3 ABSTAIN |
| BUNGE GLOBAL SA | May 20, 2026 | If any modifications to agenda items or proposals identified in the invitation to the Virtual Annual General Meeting or other matters on which voting is permissible under Swiss law are properly presented at the Virtual Annual General Meeting for consideration, you hereby instruct the Independent Voting Representative, in the absence of other specific instructions, to vote your shares in accordance with the recommendations of the Board of Directors. Corporate Governance |
Other | For | AGAINST 14 funds |
Split 4 AGAINST, 3 ABSTAIN |
| Banco Bilbao Vizcaya Argentaria S.A. | March 19, 2026 | Accounts and Reports Corporate Governance |
Other | For | FOR 4 funds |
Split 1 FOR, 1 ABSTAIN |
| Banco Bilbao Vizcaya Argentaria S.A. | March 19, 2026 | Authorisation of Legal Formalities Corporate Governance |
Other | For | FOR 4 funds |
Split 1 FOR, 1 ABSTAIN |
| Banco Bilbao Vizcaya Argentaria S.A. | March 19, 2026 | Ratification of Board Acts Corporate Governance |
Other | For | FOR 4 funds |
Split 1 FOR, 1 ABSTAIN |
| Banco Bilbao Vizcaya Argentaria S.A. | March 19, 2026 | Report on Non-Financial Information Corporate Governance |
Other | For | FOR 4 funds |
Split 1 FOR, 1 ABSTAIN |
| Banco Santander S.A. | March 26, 2026 | Accounts and Reports Corporate Governance |
Other | For | FOR 5 funds |
Split 1 FOR, 1 ABSTAIN |
| Banco Santander S.A. | March 26, 2026 | Authorisation of Legal Formalities Corporate Governance |
Other | For | FOR 5 funds |
Split 1 FOR, 1 ABSTAIN |
| Banco Santander S.A. | March 26, 2026 | Board Size Corporate Governance |
Other | For | FOR 5 funds |
Split 1 FOR, 1 ABSTAIN |
| Banco Santander S.A. | March 26, 2026 | Ratification of Board Acts Corporate Governance |
Other | For | FOR 5 funds |
Split 1 FOR, 1 ABSTAIN |
| Banco Santander S.A. | March 26, 2026 | Report on Non-Financial Information Corporate Governance |
Other | For | FOR 5 funds |
Split 1 FOR, 1 ABSTAIN |
| Bunge Global SA | May 20, 2026 | Advisory Vote on the Swiss Statutory Non-Financial Matter Report Corporate Governance |
Other | For | FOR 14 funds |
Split 1 FOR, 3 ABSTAIN |
| Bunge Global SA | May 20, 2026 | Election of the Swiss Statutory Independent Voting Representative; and, Corporate Governance |
Other | For | FOR 14 funds |
Split 4 FOR, 3 ABSTAIN |
| Bunge Global SA | May 20, 2026 | Reelection of the Chair of the Board: Mark N. Zenuk Corporate Governance |
Other | For | AGAINST 14 funds |
Split 1 AGAINST, 3 ABSTAIN |
| CALIX, INC. | May 14, 2026 | To hold an advisory vote on a stockholder proposal relating to a simple majority vote. Shareholder Rights and Defenses |
Other | Against | FOR 7 funds |
Split 4 FOR, 2 AGAINST, 3 ABSTAIN |
| CAPITAL ONE FINANCIAL CORPORATION | May 8, 2026 | Stockholder proposal to require a shareholder vote on golden parachute arrangements. Compensation |
Other | Against | AGAINST 12 funds |
Split 8 AGAINST, 4 ABSTAIN |
| CAPRICOR THERAPEUTICS, INC. | June 4, 2026 | APPROVAL OF AMENDMENT TO THE CERTIFICATE OF INCORPORATION REGARDING OFFICER EXCULPATION Director Elections |
Other | For | FOR 2 funds |
Split 3 FOR, 1 ABSTAIN |
| CARNIVAL CORPORATION | April 17, 2026 | To adjourn the Corporation Extraordinary General Meeting, if necessary or appropriate, to solicit additional proxies if there are not sufficient votes to approve the GM Proposals. Corporate Governance |
Other | For | FOR 15 funds |
Split 1 FOR, 8 ABSTAIN |
| CARNIVAL CORPORATION | April 17, 2026 | To adopt the Carnival Corporation Ltd. Bye-Laws that will take effect upon the redomiciliation of Carnival Corporation from Panama to Bermuda. Corporate Governance |
Other | For | FOR 15 funds |
Split 1 FOR, 8 ABSTAIN |
| CARNIVAL CORPORATION | April 17, 2026 | To adopt the Memorandum of Continuance that will take effect upon the redomiciliation of Carnival Corporation from Panama to Bermuda. Extraordinary Transactions |
Other | For | FOR 15 funds |
Split 1 FOR, 8 ABSTAIN |
| CARNIVAL CORPORATION | April 17, 2026 | To adopt the new articles of association of Carnival plc with effect from the Scheme of Arrangement becoming effective. Corporate Governance |
Other | For | FOR 15 funds |
Split 1 FOR, 8 ABSTAIN |
| CARNIVAL CORPORATION | April 17, 2026 | To adopt the new articles of association of Carnival plc with effect from the passing of this resolution. Corporate Governance |
Other | For | FOR 15 funds |
Split 1 FOR, 8 ABSTAIN |
| CARNIVAL CORPORATION | April 17, 2026 | To approve the DLC Unification and Redomiciliation Transactions including, with effect from the Scheme of Arrangement becoming effective, the termination of the Equalization Agreement. Extraordinary Transactions |
Other | For | FOR 15 funds |
Split 1 FOR, 8 ABSTAIN |
| CARNIVAL CORPORATION | April 17, 2026 | To authorize the Boards of Directors of Carnival Corporation and Carnival plc to take all action necessary and appropriate for implementing the Scheme of Arrangement and the DLC Unification and Redomiciliation Transactions. Capital Structure |
Other | For | FOR 15 funds |
Split 1 FOR, 8 ABSTAIN |
| CARNIVAL CORPORATION | April 17, 2026 | To receive the accounts and reports of the Directors and auditor of Carnival plc for the year ended November 30, 2025 (in accordance with legal requirements applicable to UK companies). Corporate Governance |
Other | For | FOR 15 funds |
Split 1 FOR, 8 ABSTAIN |
| CARVANA CO. | May 5, 2026 | To vote upon one stockholder proposal, as described in the Proxy Statement. Corporate Governance |
Other | Against | AGAINST 10 funds |
Split 5 FOR, 2 AGAINST, 2 ABSTAIN |
| CATERPILLAR INC. | June 10, 2026 | Shareholder Proposal - Shareholder Right to Act by Written Consent Shareholder Rights and Defenses |
Other | Against | AGAINST 16 funds |
Split 6 FOR, 2 AGAINST, 5 ABSTAIN |
| CBOE GLOBAL MARKETS, INC. | May 14, 2026 | Stockholder proposal regarding shareholder right to act by written consent. Shareholder Rights and Defenses |
Other | Against | AGAINST 11 funds |
Split 6 FOR, 1 AGAINST, 3 ABSTAIN |
| CBRE GROUP, INC. | May 21, 2026 | Stockholder proposal regarding our stockholders' ability to call special stockholder meetings. Shareholder Rights and Defenses |
Other | Against | AGAINST 16 funds |
Split 6 FOR, 2 AGAINST, 3 ABSTAIN |
| CDW CORPORATION | May 21, 2026 | To approve the amendment to the Company's Certificate of Incorporation to permit stockholder action by written consent. Shareholder Rights and Defenses |
Other | For | FOR 14 funds |
Split 9 FOR, 2 ABSTAIN |
| CDW CORPORATION | May 21, 2026 | To consider and act upon the stockholder proposal, if properly presented at the meeting, regarding independent Board chair requirements. Corporate Governance |
Other | Against | AGAINST 14 funds |
Split 8 FOR, 1 AGAINST, 2 ABSTAIN |
| CENTENE CORPORATION | May 12, 2026 | STOCKHOLDER PROPOSAL REGARDING AN INDEPENDENT BOARD CHAIRMAN. Corporate Governance |
Other | Against | AGAINST 14 funds |
Split 1 FOR, 4 AGAINST, 3 ABSTAIN |
| CENTERPOINT ENERGY, INC. | April 16, 2026 | Approve CenterPoint Energy, Inc.'s Amended and Restated Certificate of Formation to provide for limited officer exculpation and make certain other immaterial updates. Director Elections |
Other | For | FOR 13 funds |
Split 1 FOR, 3 AGAINST, 3 ABSTAIN |
| CENTRUS ENERGY CORP. | June 18, 2026 | To approve an amendment to the Company's certificate of incorporation to permit the exculpation of officers to be included in the Second Amended and Restated Certificate of Incorporation. Director Elections |
Other | For | FOR 4 funds |
Split 2 FOR, 1 ABSTAIN |
| CENTRUS ENERGY CORP. | June 18, 2026 | To approve an amendment to the Section 382 Rights Agreement, as amended. Shareholder Rights and Defenses |
Other | For | FOR 4 funds |
Split 1 FOR, 2 AGAINST |
| CF INDUSTRIES HOLDINGS, INC. | April 28, 2026 | Shareholder proposal regarding shareholder approval requirement for excessive golden parachutes, if properly presented at the meeting. Compensation |
Other | Against | AGAINST 15 funds |
Split 5 FOR, 1 AGAINST, 4 ABSTAIN |
| CHART INDUSTRIES, INC. | October 6, 2025 | To approve one or more adjournments of the Chart special meeting to a later date or time, if necessary or appropriate, including adjournments to permit the solicitation of additional votes or proxies if there are not sufficient votes cast at the Chart special meeting to approve the Merger Proposal. Corporate Governance |
Other | For | FOR 8 funds |
Split 4 FOR, 2 ABSTAIN |
| CHARTER COMMUNICATIONS, INC. | July 31, 2025 | A proposal to approve the adjournment of the Charter special meeting from time to time to solicit additional proxies in favor of the certificate amendment proposal or the share issuance proposal if there are insufficient votes at the time of such adjournment to approve such proposals or if otherwise determined by the chairperson of the meeting to be necessary or appropriate (the "adjournment proposal"). Corporate Governance |
Other | For | FOR 13 funds |
Split 5 FOR, 3 ABSTAIN |
| CHARTER COMMUNICATIONS, INC. | July 31, 2025 | A proposal to approve the adoption of the Second Amended and Restated Certificate of Incorporation of Charter, a copy of which is attached as Annex D to the accompanying proxy statement (the "amended certificate of incorporation"), which will include the creation of the new Charter Class C common stock (the "certificate amendment" and such proposal, the "certificate amendment proposal"). Corporate Governance |
Other | For | FOR 13 funds |
Split 5 FOR, 3 ABSTAIN |
| CHARTER COMMUNICATIONS, INC. | July 31, 2025 | Proposals to approve separately (on a non-binding advisory basis) the following features of the amended certificate of incorporation: a feature of the amended certificate of incorporation that will set forth the composition requirements for the Charter board of directors (the "Charter Board") that are required by the amended and restated stockholders agreement with Cox Enterprises and Advance/Newhouse Partnership ("A/N"), a copy of which is attached as Annex E to the accompanying proxy statement (the "amended stockholders agreement" and such proposal, the "governance proposal 1"); Corporate Governance |
Other | For | FOR 13 funds |
Split 5 FOR, 3 ABSTAIN |
| CHARTER COMMUNICATIONS, INC. | July 31, 2025 | Proposal to approve separately (on a non-binding advisory basis) the following features of the amended certificate of incorporation: a feature of the amended certificate of incorporation that will set forth the composition requirements for the Charter board of directors (the "Charter Board") that are required by the amended and restated stockholders agreement with Cox Enterprises and Advance/Newhouse Partnership ("A/N"), a copy of which is attached as Annex E to the accompanying proxy ...(due to space limits, see proxy material for full proposal). Corporate Governance |
Other | For | FOR 13 funds |
Split 1 FOR, 3 ABSTAIN |
| CHEVRON CORPORATION | May 27, 2026 | Adopt an Independent Chair Corporate Governance |
Other | Against | AGAINST 14 funds |
Split 2 FOR, 8 AGAINST, 5 ABSTAIN |
| CHOICE HOTELS INTERNATIONAL, INC. | May 21, 2026 | Approval of an amendment to the Company's Certificate of Incorporation increasing the Board size range from three to twelve to five to fifteen. Corporate Governance |
Other | For | FOR 12 funds |
Split 3 FOR, 1 ABSTAIN |
| CHUBB LIMITED | May 21, 2026 | Approval of the Sustainability Report of Chubb Limited for the year ended December 31, 2025 Other Social Issues |
Other | For | FOR 12 funds |
Split 11 FOR, 5 ABSTAIN |
| CHUBB LIMITED | May 21, 2026 | Approval of the management report, standalone financial statements and consolidated financial statements of Chubb Limited for the year ended December 31, 2025 Corporate Governance |
Other | For | FOR 12 funds |
Split 13 FOR, 3 ABSTAIN |
| CHUBB LIMITED | May 21, 2026 | Discharge of the Board of Directors Director Elections |
Other | For | FOR 12 funds |
Split 13 FOR, 3 ABSTAIN |
| CHUBB LIMITED | May 21, 2026 | Election of Homburger AG as independent proxy Corporate Governance |
Other | For | FOR 12 funds |
Split 13 FOR, 3 ABSTAIN |
| CHUBB LIMITED | May 21, 2026 | Election of PricewaterhouseCoopers AG (Zurich) as our statutory auditor Audit-related |
Other | For | FOR 12 funds |
Split 5 FOR, 3 ABSTAIN |
| CHUBB LIMITED | May 21, 2026 | If a new agenda item or a new proposal for an existing agenda item is put before the meeting, I/we hereby authorize and instruct the independent proxy to vote as follows: For = In accordance with the position of the Board of Directors Against = Against new items and proposals Abstain = Abstain on new items and proposals Corporate Governance |
Other | For | AGAINST 12 funds |
Split 1 FOR, 12 AGAINST, 3 ABSTAIN |
| CHURCH & DWIGHT CO., INC. | May 1, 2026 | Stockholder Proposal - Permit Stockholder Action by Written Consent. Shareholder Rights and Defenses |
Other | Against | AGAINST 13 funds |
Split 5 FOR, 1 AGAINST, 3 ABSTAIN |
| CINTAS CORPORATION | October 28, 2025 | A shareholder proposal regarding support for shareholder ability to call for a special shareholder meeting. Shareholder Rights and Defenses |
Other | Against | AGAINST 12 funds |
Split 4 FOR, 7 ABSTAIN |
| CITIZENS FINANCIAL GROUP, INC. | April 23, 2026 | Shareholder proposal for the adoption of a majority voting standard. Shareholder Rights and Defenses |
Other | Against | AGAINST 13 funds |
Split 5 AGAINST, 2 ABSTAIN |
| CK Hutchison Holdings Limited | May 21, 2026 | Accounts and Reports Corporate Governance |
Other | For | FOR 5 funds |
Split 1 FOR, 1 AGAINST |
| CLEAR SECURE, INC. | June 10, 2026 | Approval of an amendment to our Certificate of Incorporation to clarify the officer exculpation provision. Corporate Governance |
Other | For | AGAINST 4 funds |
Split 3 FOR, 2 ABSTAIN |
| CLEARWATER ANALYTICS HOLDINGS, INC. | May 6, 2026 | To approve any adjournment of the Special Meeting of Stockholders, if a quorum is present and if necessary or appropriate, to solicit additional proxies if there are insufficient votes in favor at the time of the Special Meeting of Stockholders to approve Proposal 1. Corporate Governance |
Other | For | FOR 6 funds |
Split 2 FOR, 1 ABSTAIN |
| CLOUDFLARE, INC. | June 30, 2026 | Approval and adoption of amendments to require the approval of a majority of the independent directors then in office for any acquisition in which we would issue shares of Class C common stock as consideration for such acquisition with a fair market value in excess of $100,000,000. Corporate Governance |
Other | For | AGAINST 8 funds |
Split 3 FOR, 6 AGAINST, 2 ABSTAIN |
| CLOUDFLARE, INC. | June 30, 2026 | Approval of one or more adjournments of the meeting, if necessary, to solicit additional proxies in favor of the proposals presented at the meeting. Corporate Governance |
Other | For | AGAINST 8 funds |
Split 2 FOR, 4 AGAINST, 2 ABSTAIN |
| CME GROUP INC. | June 9, 2026 | Approval of an amendment to our certificate of incorporation that would remove provisions that would be inoperative if each of ITEMS 4, 5 and 6 are approved. Corporate Governance |
Other | For | FOR 14 funds |
Split 8 FOR, 5 ABSTAIN |
| CME GROUP INC. | June 9, 2026 | Approval of an amendment to our certificate of incorporation to eliminate the right of the Class B-1 shareholder to elect three directors. Corporate Governance |
Other | For | FOR 14 funds |
Split 8 FOR, 5 ABSTAIN |
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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.