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 |
|---|---|---|---|---|---|---|
| Hannover Ruck SE | May 6, 2026 | Ratify Christian Hermelingmeier Corporate Governance |
Other | For | FOR 5 funds |
Split 1 FOR, 1 ABSTAIN |
| Hannover Ruck SE | May 6, 2026 | Ratify Claude Chvre Corporate Governance |
Other | For | FOR 5 funds |
Split 1 FOR, 1 ABSTAIN |
| Hannover Ruck SE | May 6, 2026 | Ratify Clemens Jungsthfel Corporate Governance |
Other | For | FOR 5 funds |
Split 1 FOR, 1 ABSTAIN |
| Hannover Ruck SE | May 6, 2026 | Ratify Harald Kayser Corporate Governance |
Other | For | FOR 5 funds |
Split 1 FOR, 1 ABSTAIN |
| Hannover Ruck SE | May 6, 2026 | Ratify Herbert K. Haas Corporate Governance |
Other | For | FOR 5 funds |
Split 1 FOR, 1 ABSTAIN |
| Hannover Ruck SE | May 6, 2026 | Ratify Ilka Hundeshagen Corporate Governance |
Other | For | FOR 5 funds |
Split 1 FOR, 1 ABSTAIN |
| Hannover Ruck SE | May 6, 2026 | Ratify Jean-Jacques Henchoz Corporate Governance |
Other | For | FOR 5 funds |
Split 1 FOR, 1 ABSTAIN |
| Hannover Ruck SE | May 6, 2026 | Ratify Michael Ollmann Corporate Governance |
Other | For | FOR 5 funds |
Split 1 FOR, 1 ABSTAIN |
| Hannover Ruck SE | May 6, 2026 | Ratify Sharon Ooi Corporate Governance |
Other | For | FOR 5 funds |
Split 1 FOR, 1 ABSTAIN |
| Hannover Ruck SE | May 6, 2026 | Ratify Sibylle Kempff Corporate Governance |
Other | For | FOR 5 funds |
Split 1 FOR, 1 ABSTAIN |
| Hannover Ruck SE | May 6, 2026 | Ratify Silke Sehm Corporate Governance |
Other | For | FOR 5 funds |
Split 1 FOR, 1 ABSTAIN |
| Hannover Ruck SE | May 6, 2026 | Ratify Sven Althoff Corporate Governance |
Other | For | FOR 5 funds |
Split 1 FOR, 1 ABSTAIN |
| Hannover Ruck SE | May 6, 2026 | Ratify Thorsten Steinmann Corporate Governance |
Other | For | FOR 5 funds |
Split 1 FOR, 1 ABSTAIN |
| Hannover Ruck SE | May 6, 2026 | Ratify Timo Kaufmann Corporate Governance |
Other | For | FOR 5 funds |
Split 1 FOR, 1 ABSTAIN |
| Hannover Ruck SE | May 6, 2026 | Ratify Torsten Leue Corporate Governance |
Other | For | FOR 5 funds |
Split 1 FOR, 1 ABSTAIN |
| Hannover Ruck SE | May 6, 2026 | Ratify Ursula Lipowsky Corporate Governance |
Other | For | FOR 5 funds |
Split 1 FOR, 1 ABSTAIN |
| Heidelberg Materials AG | May 13, 2026 | Ratify Anna Toborek-Kacar Corporate Governance |
Other | For | FOR 5 funds |
Split 1 FOR, 1 ABSTAIN |
| Heidelberg Materials AG | May 13, 2026 | Ratify Axel Conrads Corporate Governance |
Other | For | FOR 5 funds |
Split 1 FOR, 1 ABSTAIN |
| Heidelberg Materials AG | May 13, 2026 | Ratify Barbara Breuninger Corporate Governance |
Other | For | FOR 5 funds |
Split 1 FOR, 1 ABSTAIN |
| Heidelberg Materials AG | May 13, 2026 | Ratify Bernd Scheifele Corporate Governance |
Other | For | FOR 5 funds |
Split 1 FOR, 1 ABSTAIN |
| Heidelberg Materials AG | May 13, 2026 | Ratify Chris Ward Corporate Governance |
Other | For | FOR 5 funds |
Split 1 FOR, 1 ABSTAIN |
| Heidelberg Materials AG | May 13, 2026 | Ratify Dennis Lentz Corporate Governance |
Other | For | FOR 5 funds |
Split 1 FOR, 1 ABSTAIN |
| Heidelberg Materials AG | May 13, 2026 | Ratify Dominik von Achten Corporate Governance |
Other | For | FOR 5 funds |
Split 1 FOR, 1 ABSTAIN |
| Heidelberg Materials AG | May 13, 2026 | Ratify Gunnar Groebler Corporate Governance |
Other | For | FOR 5 funds |
Split 1 FOR, 1 ABSTAIN |
| Heidelberg Materials AG | May 13, 2026 | Ratify Hakan Gurdal Corporate Governance |
Other | For | FOR 5 funds |
Split 1 FOR, 1 ABSTAIN |
| Heidelberg Materials AG | May 13, 2026 | Ratify Jon Morrish Corporate Governance |
Other | For | FOR 5 funds |
Split 1 FOR, 1 ABSTAIN |
| Heidelberg Materials AG | May 13, 2026 | Ratify Katharina Beumelburg Corporate Governance |
Other | For | FOR 5 funds |
Split 1 FOR, 1 ABSTAIN |
| Heidelberg Materials AG | May 13, 2026 | Ratify Katja Karcher Corporate Governance |
Other | For | FOR 5 funds |
Split 1 FOR, 1 ABSTAIN |
| Heidelberg Materials AG | May 13, 2026 | Ratify Ludwig Merckle Corporate Governance |
Other | For | FOR 5 funds |
Split 1 FOR, 1 ABSTAIN |
| Heidelberg Materials AG | May 13, 2026 | Ratify Luka Mucic Corporate Governance |
Other | For | FOR 5 funds |
Split 1 FOR, 1 ABSTAIN |
| Heidelberg Materials AG | May 13, 2026 | Ratify Margret Suckale Corporate Governance |
Other | For | FOR 5 funds |
Split 1 FOR, 1 ABSTAIN |
| Heidelberg Materials AG | May 13, 2026 | Ratify Markus Oleynik Corporate Governance |
Other | For | FOR 5 funds |
Split 1 FOR, 1 ABSTAIN |
| Heidelberg Materials AG | May 13, 2026 | Ratify Peter Riedel Corporate Governance |
Other | For | FOR 5 funds |
Split 1 FOR, 1 ABSTAIN |
| Heidelberg Materials AG | May 13, 2026 | Ratify Rene Aldach Corporate Governance |
Other | For | FOR 5 funds |
Split 1 FOR, 1 ABSTAIN |
| Heidelberg Materials AG | May 13, 2026 | Ratify Roberto Callieri Corporate Governance |
Other | For | FOR 5 funds |
Split 1 FOR, 1 ABSTAIN |
| Heidelberg Materials AG | May 13, 2026 | Ratify Sopna Sury Corporate Governance |
Other | For | FOR 5 funds |
Split 1 FOR, 1 ABSTAIN |
| Heidelberg Materials AG | May 13, 2026 | Ratify Werner Schraeder Corporate Governance |
Other | For | FOR 5 funds |
Split 1 FOR, 1 ABSTAIN |
| IBEX LIMITED | December 5, 2025 | To permit the Board to fill any vacancy on the Board. Corporate Governance |
Other | For | FOR 2 funds |
Split 3 FOR, 1 ABSTAIN |
| IBEX LIMITED | December 5, 2025 | To set the number of Directors at a maximum of eight (8). Corporate Governance |
Other | For | FOR 2 funds |
Split 3 FOR, 1 ABSTAIN |
| ICON PLC | July 22, 2025 | To review the Company's affairs and consider the Accounts and Reports Corporate Governance |
Other | For | FOR 2 funds |
Split 2 FOR, 1 ABSTAIN |
| ICU MEDICAL, INC. | May 13, 2026 | To approve an adjournment of the Annual Meeting, if necessary, to solicit additional proxies to approve Proposal 5. Corporate Governance |
Other | For | FOR 7 funds |
Split 2 FOR, 1 ABSTAIN |
| ICU MEDICAL, INC. | May 13, 2026 | To approve, on an advisory basis, a stockholder proposal to establish a 10% stockholder special meeting right. Shareholder Rights and Defenses |
Other | Against | AGAINST 7 funds |
Split 2 FOR, 1 ABSTAIN |
| IDEXX LABORATORIES, INC. | May 12, 2026 | Amend Certificate of Incorporation to Provide Shareholders Owning 25% of the Shares of our Capital Stock the Right to Have IDEXX Call a Special Meeting (Proposal Five). Shareholder Rights and Defenses |
Other | For | FOR 14 funds |
Split 4 FOR, 1 AGAINST, 4 ABSTAIN |
| IDEXX LABORATORIES, INC. | May 12, 2026 | Shareholder Proposal to Give Shareholders the Ability to Call for a Special Shareholder Meeting (Proposal Six). Shareholder Rights and Defenses |
Other | Against | AGAINST 14 funds |
Split 6 FOR, 3 ABSTAIN |
| ILLINOIS TOOL WORKS INC. | May 8, 2026 | A non-binding stockholder proposal, if properly presented at the meeting, for Directors who fail to obtain a majority vote. Corporate Governance |
Other | Against | FOR 14 funds |
Split 1 FOR, 4 AGAINST, 4 ABSTAIN |
| INHIBIKASE THERAPEUTICS, INC. | June 26, 2026 | to approve an amendment to the Company's certificate of incorporation to limit the liability of certain officers of the Company as permitted by Delaware law. Director Elections |
Other | For | FOR 1 fund |
Split 1 FOR, 1 AGAINST |
| INSPIRE MEDICAL SYSTEMS, INC. | April 30, 2026 | Approval of an adjournment of the Annual Meeting, if necessary, to solicit additional proxies if there are not sufficient votes at the time of the Annual Meeting to approve Proposal No. 5 and/or Proposal No. 6. Corporate Governance |
Other | For | FOR 5 funds |
Split 2 FOR, 2 ABSTAIN |
| INTEL CORPORATION | May 13, 2026 | Stockholder proposal requesting an enduring policy separating the Chair and CEO roles. Corporate Governance |
Other | Against | AGAINST 12 funds |
Split 1 FOR, 5 AGAINST, 5 ABSTAIN |
| INTERCONTINENTAL EXCHANGE, INC. | May 15, 2026 | A stockholder proposal regarding independent board chairman, if properly presented at the Annual Meeting. Corporate Governance |
Other | Against | AGAINST 12 funds |
Split 1 FOR, 4 AGAINST, 4 ABSTAIN |
| INTERCONTINENTAL EXCHANGE, INC. | May 15, 2026 | To approve the adoption of amendments to our current Certificate of Incorporation to supplement voting and ownership limitations for regulatory compliance. Corporate Governance |
Other | For | FOR 12 funds |
Split 5 FOR, 4 ABSTAIN |
| INTERDIGITAL, INC. | June 10, 2026 | Approval of bylaws amendment to allow for officer exculpation as permitted by Pennsylvania law. Director Elections |
Other | For | FOR 10 funds |
Split 6 FOR, 2 ABSTAIN |
| INTERNATIONAL BUSINESS MACHINES CORP. | April 28, 2026 | Stockholder Proposal Requesting a Change to IBM's Outside Director Stock Ownership Guidelines Corporate Governance |
Other | Against | AGAINST 14 funds |
Split 7 AGAINST, 4 ABSTAIN |
| INTERNATIONAL BUSINESS MACHINES CORP. | April 28, 2026 | Stockholder Proposal Requesting a Right to Act by Written Consent Shareholder Rights and Defenses |
Other | Against | AGAINST 14 funds |
Split 6 FOR, 1 AGAINST, 4 ABSTAIN |
| INVESCO LTD. | May 21, 2026 | Amendment of the company's Fourth Amended and Restated Bye-Laws to allow shareholders to remove a director with or without cause. Corporate Governance |
Other | For | FOR 14 funds |
Split 5 FOR, 2 ABSTAIN |
| IQVIA HOLDINGS INC. | April 23, 2026 | If properly presented, a stockholder proposal concerning separate Chairman and Chief Executive Officer roles. Corporate Governance |
Other | Against | AGAINST 14 funds |
Split 1 FOR, 7 AGAINST, 2 ABSTAIN |
| IRHYTHM HOLDINGS, INC. | May 27, 2026 | To approve the adoption of the Amended and Restated Certificate of Incorporation of iRhythm Technologies, Inc. to remove the pass-through voting provision. Corporate Governance |
Other | For | FOR 7 funds |
Split 4 FOR, 1 ABSTAIN |
| Iberdrola | May 29, 2026 | Annual financial statements 2025. Corporate Governance |
Other | For | FOR 5 funds |
Split 1 FOR, 1 ABSTAIN |
| Iberdrola | May 29, 2026 | Corporate management and activities of the Board of Directors in 2025. Corporate Governance |
Other | For | FOR 5 funds |
Split 1 FOR, 1 ABSTAIN |
| Iberdrola | May 29, 2026 | Delegation of powers to formalise and to convert the resolutions adopted into a public instrument. Corporate Governance |
Other | For | FOR 5 funds |
Split 1 FOR, 1 ABSTAIN |
| Iberdrola | May 29, 2026 | Directors reports 2025. Corporate Governance |
Other | For | FOR 5 funds |
Split 1 FOR, 1 ABSTAIN |
| Iberdrola | May 29, 2026 | Setting of the number of members of the Board of Directors at fourteen. Corporate Governance |
Other | For | FOR 5 funds |
Split 1 FOR, 1 ABSTAIN |
| Iberdrola | May 29, 2026 | Statement of non-financial information sustainability report 2025. Corporate Governance |
Other | For | FOR 5 funds |
Split 1 FOR, 1 ABSTAIN |
| Industria de Diseno Textil S.A. - INDITEX, S.A. | July 15, 2025 | Authorisation of Legal Formalities Corporate Governance |
Other | For | FOR 5 funds |
Split 2 FOR, 1 ABSTAIN |
| Industria de Diseno Textil S.A. - INDITEX, S.A. | July 15, 2025 | Consolidated Accounts and Reports Corporate Governance |
Other | For | FOR 5 funds |
Split 2 FOR, 1 ABSTAIN |
| Industria de Diseno Textil S.A. - INDITEX, S.A. | July 15, 2025 | Individual Accounts and Reports Corporate Governance |
Other | For | FOR 5 funds |
Split 2 FOR, 1 ABSTAIN |
| Industria de Diseno Textil S.A. - INDITEX, S.A. | July 15, 2025 | Ratification of Board Acts Corporate Governance |
Other | For | FOR 5 funds |
Split 2 FOR, 1 ABSTAIN |
| Industria de Diseno Textil S.A. - INDITEX, S.A. | July 15, 2025 | Report on Non-Financial Information Corporate Governance |
Other | For | FOR 5 funds |
Split 2 FOR, 1 ABSTAIN |
| Intesa Sanpaolo Spa | April 30, 2026 | Accounts and Reports Corporate Governance |
Other | For | FOR 4 funds |
Split 1 FOR, 1 ABSTAIN |
| JABIL INC. | January 22, 2026 | Vote on a stockholder proposal requesting stockholder right to act by written consent. Shareholder Rights and Defenses |
Other | Against | AGAINST 14 funds |
Split 6 FOR, 2 ABSTAIN |
| JEFFERIES FINANCIAL GROUP INC. | March 26, 2026 | Adjournment of the Annual Meeting if necessary to permit further solicitation of proxies if there are insufficient votes in favor of Proposal 4. Corporate Governance |
Other | For | FOR 13 funds |
Split 4 FOR, 2 ABSTAIN |
| JOHNSON & JOHNSON | April 23, 2026 | Independent Board Chair Corporate Governance |
Other | Against | AGAINST 15 funds |
Split 1 FOR, 12 AGAINST, 6 ABSTAIN |
| JPMORGAN CHASE & CO. | May 19, 2026 | Independent board chairman Corporate Governance |
Other | Against | AGAINST 14 funds |
Split 6 FOR, 4 AGAINST, 6 ABSTAIN |
| James Hardie Industries plc | October 29, 2025 | Accounts and Reports Corporate Governance |
Other | For | FOR 3 funds |
Split 2 FOR, 1 ABSTAIN |
| KENNEDY-WILSON HOLDINGS, INC. | June 10, 2026 | To approve one or more adjournments of the Special Meeting of Stockholders, from time to time, to a later date or dates, if necessary, to solicit additional proxies if there are insufficient votes to adopt the Merger Proposal at the time of the Special Meeting of Stockholders (the ''Adjournment Proposal''). Corporate Governance |
Other | For | FOR 8 funds |
Split 3 FOR, 1 ABSTAIN |
| KENVUE INC. | January 29, 2026 | To approve one or more adjournments of the 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 Special Meeting to approve the Merger Proposal. Corporate Governance |
Other | For | FOR 14 funds |
Split 7 FOR, 2 ABSTAIN |
| KEYSIGHT TECHNOLOGIES, INC. | March 19, 2026 | Consider, on a non-binding advisory basis, a Stockholder Proposal: Shareholder Ability to Call for a Special Shareholder Meeting Shareholder Rights and Defenses |
Other | Against | AGAINST 14 funds |
Split 7 FOR, 2 AGAINST, 4 ABSTAIN |
| KIMBERLY-CLARK CORPORATION | January 29, 2026 | A proposal to approve one or more adjournments of the special meeting of Kimberly-Clark stockholders (the "Special Meeting"), if necessary or appropriate, to permit solicitation of additional proxies if there are not sufficient votes to approve the K-C issuance proposal. Corporate Governance |
Other | For | FOR 14 funds |
Split 1 FOR, 2 ABSTAIN |
| KIMBERLY-CLARK CORPORATION | May 14, 2026 | Stockholder Proposal to Require Independent Board Chair Corporate Governance |
Other | Against | AGAINST 14 funds |
Split 5 FOR, 1 AGAINST, 1 ABSTAIN |
| KKR & CO. INC. | May 21, 2026 | An amendment to the Existing Charter to establish stockholders' meetings as the sole mechanism for approval of matters on which holders of common stock are required or permitted to vote. Shareholder Rights and Defenses |
Other | For | AGAINST 14 funds |
Split 2 FOR, 6 AGAINST, 1 ABSTAIN |
| KKR & CO. INC. | May 21, 2026 | An amendment to the Existing Charter to grant the Board the sole authority to fill board vacancies and newly created directorships. Corporate Governance |
Other | For | FOR 14 funds |
Split 4 FOR, 4 AGAINST, 1 ABSTAIN |
| KKR & CO. INC. | May 21, 2026 | Other amendments to the Existing Charter to modernize and streamline the Existing Charter. Corporate Governance |
Other | For | FOR 14 funds |
Split 4 FOR, 4 AGAINST, 1 ABSTAIN |
| KKR & CO. INC. | May 21, 2026 | The adjournment of the Special Meeting, from time to time, if necessary or appropriate, to solicit additional proxies if there are not sufficient votes in favor of any of the amendments to the Existing Charter. Corporate Governance |
Other | For | FOR 14 funds |
Split 4 FOR, 4 AGAINST, 1 ABSTAIN |
| KORN FERRY | September 18, 2025 | Approval of amendments to Korn Ferry's Restated Certificate of Incorporation to limit the liability of certain officers as permitted by Delaware law. Director Elections |
Other | For | FOR 8 funds |
Split 4 FOR, 1 AGAINST, 2 ABSTAIN |
| KRATOS DEFENSE & SEC SOLUTIONS, INC. | May 12, 2026 | To approve an amendment to the Company's Certificate of Incorporation to provide for officer exculpation. Director Elections |
Other | For | FOR 11 funds |
Split 6 FOR, 2 AGAINST, 4 ABSTAIN |
| L3HARRIS TECHNOLOGIES, INC. | May 11, 2026 | Shareholder Proposal titled "Improve Shareholder Ability to Call for a Special Shareholder Meeting". Corporate Governance |
Other | Against | AGAINST 13 funds |
Split 6 FOR, 4 AGAINST |
| LAM RESEARCH CORPORATION | November 4, 2025 | Approval of an amendment to the Company's Restated Certificate of Incorporation to limit the liability of certain officers as permitted by Delaware law. Director Elections |
Other | For | FOR 13 funds |
Split 4 FOR, 7 ABSTAIN |
| LENNAR CORPORATION | April 8, 2026 | Vote on a stockholder proposal on Disclosure of Voting Results by Share Class. Shareholder Rights and Defenses |
Other | Against | FOR 13 funds |
Split 1 FOR, 2 ABSTAIN |
| LENNAR CORPORATION | April 8, 2026 | Vote on a stockholder proposal on Equal Voting Rights for Each Share. Shareholder Rights and Defenses |
Other | Against | FOR 13 funds |
Split 4 FOR, 2 ABSTAIN |
| LIFEMD, INC. | June 12, 2026 | To authorize the Chairman of the Board to adjourn the Annual Meeting to a later date, if necessary or appropriate, including for purposes of soliciting additional votes in favor of any or all of the proposals or for purposes of establishing a quorum. (Proposal 4). Corporate Governance |
Other | For | FOR 2 funds |
Split 1 AGAINST, 1 ABSTAIN |
| LINCOLN NATIONAL CORPORATION | May 28, 2026 | Shareholder proposal to amend our governing documents to provide for an independent chairman of the board. Corporate Governance |
Other | Against | AGAINST 11 funds |
Split 2 FOR, 1 ABSTAIN |
| LINDE PLC | July 29, 2025 | A shareholder proposal requesting an annual report regarding the alignment of the Company's direct and indirect lobbying activities with the Company's 2050 climate neutrality ambition. Environment or Climate |
Other | Against | AGAINST 13 funds |
Split 1 FOR, 8 AGAINST, 4 ABSTAIN |
| LITHIA MOTORS, INC. | April 30, 2026 | Vote on a shareholder proposal requesting a change to our board leadership structure, if properly presented. Corporate Governance |
Other | Against | AGAINST 13 funds |
Split 3 FOR, 3 ABSTAIN |
| LIVANOVA PLC | June 10, 2026 | Ordinary Resolution: To receive and adopt the Company's audited UK statutory accounts for the year ended December 31, 2025, together with the reports of the directors and auditors thereon. Corporate Governance |
Other | For | FOR 8 funds |
Split 7 FOR, 1 ABSTAIN |
| LKQ CORPORATION | May 6, 2026 | Approval of an amendment to the Company's restated certificate of incorporation to provide stockholders holding a combined 25% or more of our common stock with the right to request a special meeting of stockholders. Shareholder Rights and Defenses |
Other | For | FOR 13 funds |
Split 3 FOR, 1 ABSTAIN |
| LOCKHEED MARTIN CORPORATION | May 12, 2026 | Stockholder Proposal Requiring Independent Board Chairman Corporate Governance |
Other | Against | AGAINST 15 funds |
Split 4 FOR, 6 ABSTAIN |
| LOWE'S COMPANIES, INC. | May 29, 2026 | Shareholder Proposal requesting an independent board chairman. Corporate Governance |
Other | Against | AGAINST 12 funds |
Split 1 FOR, 9 AGAINST, 3 ABSTAIN |
| LPL FINANCIAL HOLDINGS INC. | May 14, 2026 | Adopt amendments to the Charter to provide for officer exculpation. Director Elections |
Other | For | FOR 11 funds |
Split 2 FOR, 1 AGAINST, 1 ABSTAIN |
| LPL FINANCIAL HOLDINGS INC. | May 14, 2026 | Adopt amendments to the Charter to remove the corporate opportunities provision. Corporate Governance |
Other | For | FOR 11 funds |
Split 3 FOR, 1 ABSTAIN |
| LULULEMON ATHLETICA INC. | June 25, 2026 | Advisory vote to approve a stockholder proposal regarding declassification of the Board of Directors so that all directors are elected annually for one-year terms. Shareholder Rights and Defenses |
Other | Contested | FOR 13 funds |
Split 5 FOR, 2 ABSTAIN |
| LUMEN TECHNOLOGIES, INC. | May 20, 2026 | Approval of a shareholder proposal regarding a shareholder right to vote for or against a poison pill. Shareholder Rights and Defenses |
Other | Against | FOR 8 funds |
Split 4 FOR, 2 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.