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
13,349 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 |
|---|---|---|---|---|---|---|
| EQUIFAX INC. | May 7, 2026 | Shareholder proposal to lower the ownership threshold to call a special meeting of shareholders to 10%. Shareholder Rights and Defenses |
Other | Against | AGAINST 14 funds |
Split 4 FOR, 3 AGAINST, 3 ABSTAIN |
| EQUINIX, LLC | May 13, 2026 | Consideration and vote upon a stockholder proposal, if properly presented at the Annual Meeting, related to lowering the stock ownership threshold required to call a special meeting Shareholder Rights and Defenses |
Other | Against | AGAINST 15 funds |
Split 3 FOR, 2 AGAINST, 2 ABSTAIN |
| ESSENTIAL UTILITIES, INC. | February 10, 2026 | Essential Adjournment Proposal: If presented at the Special Meeting, approval of the adjournment or postponement of the Special Meeting from time to time, if necessary or appropriate, to solicit additional proxies in the event there are not sufficient votes at the time of the Special Meeting (or any adjournment or postponement thereof) to approve the Merger Agreement Proposal, or to ensure that any supplement or amendment to the accompanying joint proxy statement/prospectus is timely provided to shareholders of Essential Utilities, Inc. Corporate Governance |
Other | For | FOR 12 funds |
Split 2 FOR, 2 ABSTAIN |
| ETSY, INC. | June 9, 2026 | Advisory vote on a stockholder proposal to govern by majority vote. Shareholder Rights and Defenses |
Other | Against | AGAINST 13 funds |
Split 4 AGAINST, 2 ABSTAIN |
| EVENTBRITE, INC. | February 27, 2026 | To approve the adjournment of the special meeting of Eventbrite stockholders 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 then-scheduled date and time of the special meeting of Eventbrite stockholders. Corporate Governance |
Other | For | FOR 4 funds |
Split 2 FOR, 1 ABSTAIN |
| EVERQUOTE, INC. | June 4, 2026 | To approve an amendment to the Company's Restated Certificate of Incorporation to reflect new Delaware law provisions regarding officer exculpation. Director Elections |
Other | For | AGAINST 4 funds |
Split 3 AGAINST, 1 ABSTAIN |
| EVERSOURCE ENERGY | May 6, 2026 | Vote on a shareholder proposal titled "Independent Board Chairman," if properly brought before the meeting. Corporate Governance |
Other | Against | AGAINST 14 funds |
Split 1 FOR, 4 AGAINST |
| EXXON MOBIL CORPORATION | May 27, 2026 | Independent Chair, a proposal overwhelmingly defeated on 16 separate occasions since 2000 Corporate Governance |
Other | Against | AGAINST 14 funds |
Split 5 FOR, 6 AGAINST, 5 ABSTAIN |
| EXXON MOBIL CORPORATION | May 27, 2026 | Proposal requesting Company to modify its Voluntary Retail Voting Program to provide multiple options not aligned with the Board's recommendations Corporate Governance |
Other | Against | AGAINST 14 funds |
Split 3 FOR, 8 AGAINST, 5 ABSTAIN |
| EXXON MOBIL CORPORATION | May 27, 2026 | Texas Redomiciliation Extraordinary Transactions |
Other | For | FOR 14 funds |
Split 5 FOR, 6 AGAINST, 5 ABSTAIN |
| Enel S.p.A. | May 12, 2026 | Accounts and Reports Corporate Governance |
Other | For | FOR 7 funds |
Split 1 FOR, 1 ABSTAIN |
| Enel S.p.A. | May 12, 2026 | Board Size Corporate Governance |
Other | For | FOR 7 funds |
Split 1 FOR, 1 ABSTAIN |
| Enel S.p.A. | May 12, 2026 | Board Term Length Corporate Governance |
Other | For | FOR 7 funds |
Split 1 FOR, 1 ABSTAIN |
| Enel S.p.A. | May 12, 2026 | Elect Paolo Scaroni as Chair of Board of Directors Corporate Governance |
Other | For | FOR 7 funds |
Split 1 FOR, 1 ABSTAIN |
| Eni S.p.A. | May 6, 2026 | Accounts and Reports Corporate Governance |
Other | For | FOR 5 funds |
Split 1 FOR, 1 ABSTAIN |
| Eni S.p.A. | May 6, 2026 | Board Size Corporate Governance |
Other | For | FOR 5 funds |
Split 1 FOR, 1 ABSTAIN |
| Eni S.p.A. | May 6, 2026 | Board Term Length Corporate Governance |
Other | For | FOR 5 funds |
Split 1 FOR, 1 ABSTAIN |
| Eni S.p.A. | May 6, 2026 | Elect Giuseppina Di Foggia as Chair of the Board Corporate Governance |
Other | For | FOR 5 funds |
Split 1 FOR, 1 ABSTAIN |
| Eni S.p.A. | May 6, 2026 | Election of Chair of Board of Statutory Auditors Corporate Governance |
Other | For | FOR 5 funds |
Split 1 FOR, 1 ABSTAIN |
| Erste Group Bank AG | April 17, 2026 | Ratification of Management Board Acts Corporate Governance |
Other | For | FOR 4 funds |
Split 1 FOR, 1 ABSTAIN |
| Erste Group Bank AG | April 17, 2026 | Ratification of Supervisory Board Acts Corporate Governance |
Other | For | FOR 4 funds |
Split 1 FOR, 1 ABSTAIN |
| Erste Group Bank AG | April 17, 2026 | Supervisory Board Size Corporate Governance |
Other | For | FOR 4 funds |
Split 1 FOR, 1 ABSTAIN |
| Evolution AB | April 24, 2026 | Accounts and Reports Corporate Governance |
Other | For | FOR 5 funds |
Split 1 FOR, 1 ABSTAIN |
| Evolution AB | April 24, 2026 | Agenda Corporate Governance |
Other | For | FOR 5 funds |
Split 1 FOR, 1 ABSTAIN |
| Evolution AB | April 24, 2026 | Board Size (Nomination Committee Proposal) Corporate Governance |
Other | For | FOR 5 funds |
Split 1 FOR, 1 ABSTAIN |
| Evolution AB | April 24, 2026 | Compliance with the Rules of Convocation Corporate Governance |
Other | For | FOR 5 funds |
Split 1 FOR, 1 ABSTAIN |
| Evolution AB | April 24, 2026 | Election of Presiding Chair Corporate Governance |
Other | For | FOR 5 funds |
Split 1 FOR, 1 ABSTAIN |
| Evolution AB | April 24, 2026 | Minutes Corporate Governance |
Other | For | FOR 5 funds |
Split 1 FOR, 1 ABSTAIN |
| Evolution AB | April 24, 2026 | Ratify Fredrik Osterberg Corporate Governance |
Other | For | FOR 5 funds |
Split 1 FOR, 1 ABSTAIN |
| Evolution AB | April 24, 2026 | Ratify Ian Livingstone Corporate Governance |
Other | For | FOR 5 funds |
Split 1 FOR, 1 ABSTAIN |
| Evolution AB | April 24, 2026 | Ratify Jens von Bahr Corporate Governance |
Other | For | FOR 5 funds |
Split 1 FOR, 1 ABSTAIN |
| Evolution AB | April 24, 2026 | Ratify Joel Citron Corporate Governance |
Other | For | FOR 5 funds |
Split 1 FOR, 1 ABSTAIN |
| Evolution AB | April 24, 2026 | Ratify Martin Carlesund (CEO) Corporate Governance |
Other | For | FOR 5 funds |
Split 1 FOR, 1 ABSTAIN |
| Evolution AB | April 24, 2026 | Ratify Mimi Drake Corporate Governance |
Other | For | FOR 5 funds |
Split 1 FOR, 1 ABSTAIN |
| Evolution AB | April 24, 2026 | Ratify Sandra Urie Corporate Governance |
Other | For | FOR 5 funds |
Split 1 FOR, 1 ABSTAIN |
| Evolution AB | April 24, 2026 | Shareholder Proposal Regarding Board Size (Gabor Szabo) Corporate Governance |
Other | None | AGAINST 5 funds |
Split 1 AGAINST, 1 ABSTAIN |
| Evolution AB | April 24, 2026 | Shareholder Proposal Regarding Democratized Shareholder Q&A (Gabor Szabo) Corporate Governance |
Other | None | AGAINST 5 funds |
Split 1 AGAINST, 1 ABSTAIN |
| Evolution AB | April 24, 2026 | Shareholder Proposal Regarding Election of Gabor Szabo to the Board of Directors Director Elections |
Other | None | AGAINST 5 funds |
Split 1 AGAINST, 1 ABSTAIN |
| Evolution AB | April 24, 2026 | Shareholder Proposal Regarding Equal Information Access (Gabor Szabo) Corporate Governance |
Other | None | AGAINST 5 funds |
Split 1 AGAINST, 1 ABSTAIN |
| Evolution AB | April 24, 2026 | Shareholder Proposal Regarding Long-Term Strategic Clarity (Gabor Szabo) Corporate Governance |
Other | None | AGAINST 5 funds |
Split 1 AGAINST, 1 ABSTAIN |
| Evolution AB | April 24, 2026 | Voting List Corporate Governance |
Other | For | FOR 5 funds |
Split 1 FOR, 1 ABSTAIN |
| FAIR ISAAC CORPORATION | March 4, 2026 | To approve an amendment to the Company's Restated Certificate of Incorporation to allow for exculpation of officers as permitted by Delaware Law. Director Elections |
Other | For | FOR 15 funds |
Split 6 FOR, 2 AGAINST, 2 ABSTAIN |
| FEDEX CORPORATION | September 29, 2025 | Stockholder proposal regarding independent board chairman. Corporate Governance |
Other | Against | AGAINST 12 funds |
Split 4 FOR, 5 ABSTAIN |
| FIFTH THIRD BANCORP | January 6, 2026 | A proposal to adjourn the special meeting of Fifth Third shareholders, if necessary or appropriate, to solicit additional proxies if there are insufficient votes at the time of the Fifth Third special meeting to approve the Fifth Third stock issuance proposal or to ensure that any supplement or amendment to the accompanying joint proxy statement/prospectus is timely provided to Fifth Third voting shareholders. Corporate Governance |
Other | For | FOR 14 funds |
Split 1 FOR, 2 ABSTAIN |
| FIRST INTERSTATE BANCSYSTEM, INC. | May 27, 2026 | Approval of an amendment to our Certificate of Incorporation to provide for plurality voting in contested director elections. Corporate Governance |
Other | For | FOR 7 funds |
Split 3 FOR, 1 ABSTAIN |
| FIRST SOLAR, INC. | May 13, 2026 | Stockholder proposal to improve shareholder ability to call for a special shareholder meeting Shareholder Rights and Defenses |
Other | Against | AGAINST 13 funds |
Split 4 FOR, 3 ABSTAIN |
| FIRSTENERGY CORP. | May 20, 2026 | Independent Board Chairman Corporate Governance |
Other | Against | AGAINST 13 funds |
Split 4 FOR, 3 ABSTAIN |
| FISERV, INC. | May 21, 2026 | Shareholder proposal requesting an independent board chair policy. Corporate Governance |
Other | Against | AGAINST 14 funds |
Split 1 FOR, 5 AGAINST, 2 ABSTAIN |
| FIVE BELOW, INC. | June 16, 2026 | Shareholder proposal requesting that provisions in the Company's governance documents requiring greater than a simple majority shareholder vote be changed to a simple majority vote standard. Shareholder Rights and Defenses |
Other | Against | FOR 11 funds |
Split 4 FOR, 2 ABSTAIN |
| FLAGSTAR BANK, N.A. | October 15, 2025 | ADJOURNMENT PROPOSAL: To authorize the Board of Directors or an authorized committee thereof to adjourn or postpone the special meeting to a later date, if necessary or appropriate, including adjournments to permit further solicitation of proxies in favor of the merger proposal or the conversion proposal, or both, or to vote on other matters properly brought before the special meeting. Corporate Governance |
Other | For | FOR 8 funds |
Split 3 FOR, 2 ABSTAIN |
| FLOWSERVE CORPORATION | May 14, 2026 | Shareholder Proposal requesting an annual advisory shareholder vote regarding Flowserve stock repurchases. Corporate Governance |
Other | Against | AGAINST 11 funds |
Split 4 AGAINST, 2 ABSTAIN |
| FLUTTER ENTERTAINMENT PLC | May 29, 2026 | Approval of certain administrative amendments to the Company's Articles to reflect Flutter's U.S. Domestic Issuer Status for the purposes of Exchange Act reporting. Corporate Governance |
Other | For | FOR 13 funds |
Split 3 FOR, 1 ABSTAIN |
| FLUTTER ENTERTAINMENT PLC | May 29, 2026 | Approval of certain amendments to the Company's Articles to grant the Board sole authority to determine its size and provide for the possibility of holdover directors in the event of no directors receiving sufficient votes for election. Corporate Governance |
Other | For | FOR 13 funds |
Split 3 FOR, 1 ABSTAIN |
| FLUTTER ENTERTAINMENT PLC | May 29, 2026 | Approval of certain amendments to the Company's Articles to provide for a plurality voting standard in the event of contested director elections. Corporate Governance |
Other | For | FOR 13 funds |
Split 3 FOR, 1 ABSTAIN |
| FMC CORPORATION | April 28, 2026 | Vote on a proposal to approve amendments to the certificate of incorporation and by-laws to provide stockholders the right to call a special meeting of stockholders at a 25% ownership threshold. Shareholder Rights and Defenses |
Other | For | FOR 10 funds |
Split 2 FOR, 5 ABSTAIN |
| FMC CORPORATION | April 28, 2026 | Vote on a proposal to approve certain miscellaneous amendments to FMC's certificate of incorporation. Corporate Governance |
Other | For | FOR 10 funds |
Split 2 FOR, 5 ABSTAIN |
| FORD MOTOR COMPANY | May 14, 2026 | A shareholder proposal relating to a bylaw amendment providing that the Audit Committee have oversight of diversity, equity and inclusion initiatives. Corporate Governance |
Other | Against | AGAINST 14 funds |
Split 5 AGAINST, 2 ABSTAIN |
| FORD MOTOR COMPANY | May 14, 2026 | A shareholder proposal relating to a request that the Board take steps to implement one vote per share for all outstanding shares. Shareholder Rights and Defenses |
Other | Against | FOR 14 funds |
Split 5 FOR, 2 ABSTAIN |
| FORD MOTOR COMPANY | May 14, 2026 | A shareholder proposal relating to public disclosure by share class of voting results on matters subject to a shareholder vote. Shareholder Rights and Defenses |
Other | Against | FOR 14 funds |
Split 5 FOR, 2 ABSTAIN |
| FORMFACTOR, INC. | May 15, 2026 | Amendment to FormFactor's Certificate of Incorporation to Reflect New Delaware Law Provisions Regarding Officer Exculpation. Director Elections |
Other | For | FOR 8 funds |
Split 3 FOR, 1 AGAINST, 3 ABSTAIN |
| FRESH DEL MONTE PRODUCE INC. | June 4, 2026 | Approve and adopt the Third Amended and Restated Memorandum and Articles of Association Corporate Governance |
Other | For | FOR 7 funds |
Split 3 FOR, 1 ABSTAIN |
| FUBOTV INC. | September 30, 2025 | To approve the adjournment of 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 any of Proposals 1 through 4 at the time of the Special Meeting. Corporate Governance |
Other | For | FOR 4 funds |
Split 2 FOR, 1 ABSTAIN |
| Foot Locker, Inc. | August 22, 2025 | Proposal 3 - The Adjournment Proposal: To 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. Corporate Governance |
Other | For | FOR 7 funds |
Split 2 FOR, 1 ABSTAIN |
| Fresenius Medical Care AG | May 21, 2026 | Ratification of Management Board Acts Corporate Governance |
Other | For | FOR 5 funds |
Split 1 FOR, 1 ABSTAIN |
| Fresenius Medical Care AG | May 21, 2026 | Ratification of Supervisory Board Acts Corporate Governance |
Other | For | FOR 5 funds |
Split 1 FOR, 1 ABSTAIN |
| GARMIN LTD | June 5, 2026 | Approval of Garmin's 2025 Annual Report, including the consolidated financial statements of Garmin for the fiscal year ended December 27, 2025 and the statutory financial statements of Garmin for the fiscal year ended December 27, 2025 Corporate Governance |
Other | For | FOR 12 funds |
Split 7 FOR, 5 ABSTAIN |
| GARMIN LTD | June 5, 2026 | Discharge of the members of the Board of Directors and the Executive Management from liability for the fiscal year ended December 27, 2025 Director Elections |
Other | For | FOR 12 funds |
Split 7 FOR, 5 ABSTAIN |
| GARMIN LTD | June 5, 2026 | If new or modified agenda items (other than those in the invitation to the meeting and the proxy statement) or new or modified proposals or motions with respect to those agenda items set forth in the invitation to the meeting and the proxy statement are put forth before the Annual General Meeting, you instruct the independent voting rights representative to vote your shares as follows: Corporate Governance |
Other | For | AGAINST 12 funds |
Split 1 FOR, 6 AGAINST, 5 ABSTAIN |
| GARMIN LTD | June 5, 2026 | Re-election of Wuersch & Gering LLP as independent voting rights representative Corporate Governance |
Other | For | FOR 12 funds |
Split 7 FOR, 5 ABSTAIN |
| GARMIN LTD | June 5, 2026 | Vote on the Swiss Statutory Non-Financial Matters Report Other Social Issues |
Other | For | FOR 12 funds |
Split 4 FOR, 8 ABSTAIN |
| GATES INDUSTRIAL CORPORATION PLC | June 25, 2026 | To approve Scheme Resolution No. 4, a proposal to amend the Articles to ensure that any additional Gates Shares issued pursuant to the Gates Equity Incentive Plans, or otherwise, are, dependent on timing, subject to the Scheme or exchanged for New Gates Shares on the same terms as if they were subject to the Scheme. Corporate Governance |
Other | For | FOR 10 funds |
Split 3 FOR, 1 ABSTAIN |
| GATES INDUSTRIAL CORPORATION PLC | June 25, 2026 | To approve the General Meeting Adjournment Resolution, if necessary, to solicit additional votes if there are insufficient votes in favor of the Court Meeting Resolution and/or the Scheme Resolutions. Corporate Governance |
Other | For | FOR 10 funds |
Split 3 FOR, 1 ABSTAIN |
| GE Aerospace | May 5, 2026 | Shareholder Proposal Regarding Right to Act by Written Consent Shareholder Rights and Defenses |
Other | Against | AGAINST 13 funds |
Split 1 FOR, 6 ABSTAIN |
| GENCO SHIPPING & TRADING LIMITED | June 18, 2026 | Ratification of Genco's Shareholder Rights Agreement and approval of extension of expiration date. Shareholder Rights and Defenses |
Other | Contested | FOR 7 funds |
Split 1 FOR, 1 AGAINST |
| GENCO SHIPPING & TRADING LIMITED | June 18, 2026 | Shareholder proposal requiring the Board to conduct a process to explore strategic alternatives for Genco. Extraordinary Transactions |
Other | Contested | AGAINST 7 funds |
Split 1 AGAINST, 1 ABSTAIN |
| GENERAL MILLS, INC. | September 30, 2025 | Shareholder Proposal - Adopt Policy to Separate the Board Chair and CEO Roles. Corporate Governance |
Other | Against | AGAINST 14 funds |
Split 5 FOR, 3 ABSTAIN |
| GENIUS SPORTS LIMITED | December 10, 2025 | an ordinary resolution that the annual report, the audited financial statements, the Directors' report, and the Auditor's report for the financial year ended December 31, 2024 be received and approved. Corporate Governance |
Other | For | FOR 1 fund |
Split 1 FOR, 3 ABSTAIN |
| GILEAD SCIENCES, INC. | April 30, 2026 | To vote on a stockholder proposal requesting an independent Board Chair policy, if properly presented at the Annual Meeting. Corporate Governance |
Other | Against | AGAINST 14 funds |
Split 1 FOR, 6 AGAINST, 8 ABSTAIN |
| GLOBAL PAYMENTS INC. | April 30, 2026 | Shareholder proposal regarding shareholder right to act by written consent. Shareholder Rights and Defenses |
Other | Against | AGAINST 13 funds |
Split 4 FOR, 1 AGAINST, 2 ABSTAIN |
| GOLDEN ENTERTAINMENT, INC. | March 31, 2026 | To consider and vote on a proposal to approve one or more adjournments of the Special Meeting, from time to time, to a later date or dates to solicit additional proxies if there are insufficient votes to adopt the Transaction Proposal at the time of the Special Meeting (the "Adjournment Proposal"). Corporate Governance |
Other | For | FOR 7 funds |
Split 3 FOR, 1 ABSTAIN |
| GRAPHIC PACKAGING HOLDING COMPANY | June 11, 2026 | Amendment to Certificate of Incorporation to Enable One or more Stockholders as a Group Holding 25% of the Company's Common Stock to Call a Special Meeting of Stockholders. Shareholder Rights and Defenses |
Other | For | FOR 11 funds |
Split 3 FOR, 3 ABSTAIN |
| GRAPHIC PACKAGING HOLDING COMPANY | June 11, 2026 | Stockholder Proposal - Give Shareholders the Ability to call for a Special Shareholder Meeting. Shareholder Rights and Defenses |
Other | Against | AGAINST 11 funds |
Split 3 FOR, 1 AGAINST, 2 ABSTAIN |
| GROUP 1 AUTOMOTIVE, INC. | May 12, 2026 | Approve an Amendment to the Certificate of Incorporation to Enable the Adoption of a Shareholder Right to Call a Special Meeting of Shareholders. Shareholder Rights and Defenses |
Other | For | FOR 10 funds |
Split 5 FOR, 1 ABSTAIN |
| GROUP 1 AUTOMOTIVE, INC. | May 12, 2026 | Shareholder Proposal: Give Shareholders an Ability to Call for a Special Shareholder Meeting. Shareholder Rights and Defenses |
Other | Against | AGAINST 10 funds |
Split 3 FOR, 2 AGAINST, 1 ABSTAIN |
| GUESS?, INC. | November 21, 2025 | To adjourn the Special Meeting of Stockholders, from time to time, to a later date or dates, if deemed by the Special Committee, composed solely of independent and disinterested directors and formed by the Guess Board of Directors, to be necessary or appropriate, including to solicit additional proxies if there are insufficient votes to approve the Merger Proposal. Corporate Governance |
Other | For | FOR 6 funds |
Split 1 FOR, 1 ABSTAIN |
| Galaxy Entertainment Group Limited | May 12, 2026 | TO RECEIVE AND CONSIDER THE AUDITED FINANCIAL STATEMENTS AND REPORTS OF THE DIRECTORS AND AUDITOR FOR THE YEAR ENDED 31 DECEMBER 2025 Corporate Governance |
Other | For | FOR 5 funds |
Split 1 FOR, 1 AGAINST |
| General Motors Company | June 2, 2026 | Shareholder proposal regarding separation of Chair and CEO roles. Corporate Governance |
Other | Against | AGAINST 12 funds |
Split 1 FOR, 3 ABSTAIN |
| HALLIBURTON COMPANY | May 20, 2026 | Approval of Halliburton Energy Services, Inc. Charter Amendment. Corporate Governance |
Other | For | FOR 13 funds |
Split 5 FOR, 3 ABSTAIN |
| HANESBRANDS INC. | November 25, 2025 | To approve the adjournment of the special meeting of stockholders of Hanesbrands Inc., if necessary or appropriate, to solicit additional proxies if there are insufficient votes at the time of the special meeting of stockholders of Hanesbrands Inc. to approve the Transactions. Corporate Governance |
Other | For | FOR 7 funds |
Split 3 FOR, 1 ABSTAIN |
| HCA HEALTHCARE, INC. | April 23, 2026 | Stockholder proposal, if properly presented at the meeting, regarding shareholders' right to act by written consent. Shareholder Rights and Defenses |
Other | Against | AGAINST 14 funds |
Split 4 AGAINST, 5 ABSTAIN |
| HENRY SCHEIN, INC. | May 21, 2026 | Proposal to approve, by non-binding vote, a shareholder proposal to Govern by Majority Vote. Shareholder Rights and Defenses |
Other | Against | FOR 14 funds |
Split 5 FOR, 2 ABSTAIN |
| HOLOGIC, INC. | February 5, 2026 | A proposal to approve any adjournment of the special meeting for the purpose of soliciting additional proxies if there are insufficient votes at the special meeting to adopt the merger agreement. Corporate Governance |
Other | For | FOR 14 funds |
Split 6 FOR, 1 AGAINST, 4 ABSTAIN |
| HONEYWELL INTERNATIONAL INC. | May 22, 2026 | Shareowner Proposal - Shareholder Right to Act by Written Consent. Shareholder Rights and Defenses |
Other | Against | AGAINST 12 funds |
Split 5 FOR, 3 AGAINST, 2 ABSTAIN |
| HP INC. | April 16, 2026 | Stockholder proposal requesting that HP's board adopt a policy and amend its governance documents to require an independent Chairman of the Board, if properly presented at the annual meeting. Corporate Governance |
Other | Against | AGAINST 13 funds |
Split 5 AGAINST, 3 ABSTAIN |
| HUBSPOT, INC. | June 15, 2026 | A stockholder proposal to change the Company's Sixth Amended and Restated Bylaws to allow 10% holders of the Company's stock the ability to call a special meeting; and Shareholder Rights and Defenses |
Other | Against | AGAINST 11 funds |
Split 4 FOR, 2 ABSTAIN |
| HUBSPOT, INC. | June 15, 2026 | Approve the adjournment of the 2026 Annual Meeting of Stockholders (the "Annual Meeting") to a later date or dates, if necessary or appropriate, to solicit additional proxies if there are insufficient votes for the approval of Proposals One through Four. Corporate Governance |
Other | For | FOR 11 funds |
Split 2 FOR, 2 AGAINST |
| HUMANA INC. | April 16, 2026 | The stockholder proposal requesting shareholder approval requirement for excessive golden parachutes, if properly presented at the meeting. Compensation |
Other | Against | AGAINST 13 funds |
Split 4 FOR, 3 AGAINST, 2 ABSTAIN |
| HUNTINGTON BANCSHARES INCORPORATED | January 6, 2026 | Approval of the adjournment of the special meeting of Huntington shareholders, if necessary or appropriate, to solicit additional proxies if, immediately prior to such adjournment, there are not sufficient votes at the time of the special meeting of Huntington shareholders to approve the Huntington share issuance proposal or to ensure that any supplement or amendment to the accompanying joint proxy statement/prospectus is timely provided to holders of Huntington common stock (the "Huntington adjournment proposal"). Corporate Governance |
Other | For | FOR 13 funds |
Split 1 FOR, 5 ABSTAIN |
| Hannover Ruck SE | May 6, 2026 | Ratify Alena Kouba Corporate Governance |
Other | For | FOR 5 funds |
Split 1 FOR, 1 ABSTAIN |
| Hannover Ruck SE | May 6, 2026 | Ratify Brona Magee Corporate Governance |
Other | For | FOR 5 funds |
Split 1 FOR, 1 ABSTAIN |
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How items are matched and positions counted: see the comparison table and the methodology. Built November 1, 2026 from SEC Form N-PX filings.