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
1,465 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 |
|---|---|---|---|---|---|---|
| MKS INC. | May 11, 2026 | The approval, on an advisory basis, of a Company proposal to reduce the threshold percentage of shareholders required to call a special meeting of shareholders from 40% to 25%. Corporate Governance |
Other | For | ABSTAIN 11 funds |
Split 6 FOR, 4 ABSTAIN |
| MODERNA, INC. | November 12, 2025 | To approve a proposal to adjourn the Special Meeting to a later date or dates, if necessary or appropriate, to permit further solicitation and vote of proxies in the event that there are insufficient votes for, or otherwise in connection with, the approval of the Option Exchange Proposal (the "Adjournment Proposal"). Corporate Governance |
Other | For | FOR 15 funds |
Split 4 FOR, 3 ABSTAIN |
| MOHAWK INDUSTRIES, INC. | May 21, 2026 | Stockholder proposal regarding a majority vote standard. Shareholder Rights and Defenses |
Other | Against | FOR 13 funds |
Split 5 FOR, 1 ABSTAIN |
| MOLINA HEALTHCARE, INC. | May 6, 2026 | To consider and approve an amendment to the Company's Certificate of Incorporation to permit stockholders to call special stockholders meetings. Shareholder Rights and Defenses |
Other | For | FOR 15 funds |
Split 7 FOR, 1 ABSTAIN |
| MONDELEZ INTERNATIONAL, INC. | May 20, 2026 | Shareholder proposal requesting adoption of an independent board chairman policy Corporate Governance |
Other | Against | AGAINST 12 funds |
Split 1 FOR, 5 AGAINST, 3 ABSTAIN |
| MORGAN STANLEY | May 14, 2026 | Shareholder proposal requesting an independent Board Chairman Corporate Governance |
Other | Against | AGAINST 14 funds |
Split 6 FOR, 4 AGAINST, 6 ABSTAIN |
| MURPHY USA INC. | May 7, 2026 | Amend the Certificate of Incorporation to Enable Adoption of Stockholders' Right to Call Special Meetings of Stockholders. Shareholder Rights and Defenses |
Other | For | FOR 12 funds |
Split 4 FOR, 3 ABSTAIN |
| MURPHY USA INC. | May 7, 2026 | Stockholder Proposal - Give Shareholders the Ability to Call for a Special Shareholder Meeting. Shareholder Rights and Defenses |
Other | Against | AGAINST 12 funds |
Split 3 FOR, 2 AGAINST, 2 ABSTAIN |
| McDonald's Corporation | May 20, 2026 | Advisory Vote on Shareholder Right to Act by Written Consent. Shareholder Rights and Defenses |
Other | Against | AGAINST 14 funds |
Split 2 FOR, 5 ABSTAIN |
| Mercedes-Benz Group AG | April 16, 2026 | Resolution on ratification of Board of Management members actions in financial year 2025 Corporate Governance |
Other | For | ABSTAIN 5 funds |
Split 1 FOR, 1 ABSTAIN |
| Mercedes-Benz Group AG | April 16, 2026 | Resolution on ratification of Supervisory Board members actions in financial year 2025 Corporate Governance |
Other | For | FOR 5 funds |
Split 1 FOR, 1 ABSTAIN |
| Mercedes-Benz Group AG | April 16, 2026 | With regard to motions and election proposals by shareholders that are not to be made accessible prior to the Annual General Meeting and which are only submitted or amended during the Annual General Meeting, I/we vote as follows or I/we issue the following instruction, unless I/we vote or issue instructions differently elsewhere Corporate Governance |
Other | None | AGAINST 5 funds |
Split 1 AGAINST, 1 ABSTAIN |
| Munchener Ruckversicherungs-Gesellschaft Aktiengesellschaft | April 29, 2026 | Resolution to approve the actions of the Board of Management - Achim Kassow Corporate Governance |
Other | For | FOR 6 funds |
Split 1 FOR, 1 ABSTAIN |
| Munchener Ruckversicherungs-Gesellschaft Aktiengesellschaft | April 29, 2026 | Resolution to approve the actions of the Board of Management - Christoph Jurecka Corporate Governance |
Other | For | FOR 6 funds |
Split 1 FOR, 1 ABSTAIN |
| Munchener Ruckversicherungs-Gesellschaft Aktiengesellschaft | April 29, 2026 | Resolution to approve the actions of the Board of Management - Clarisse Kopff Corporate Governance |
Other | For | FOR 6 funds |
Split 1 FOR, 1 ABSTAIN |
| Munchener Ruckversicherungs-Gesellschaft Aktiengesellschaft | April 29, 2026 | Resolution to approve the actions of the Board of Management - Joachim Wenning Corporate Governance |
Other | For | FOR 6 funds |
Split 1 FOR, 1 ABSTAIN |
| Munchener Ruckversicherungs-Gesellschaft Aktiengesellschaft | April 29, 2026 | Resolution to approve the actions of the Board of Management - Mari-Lizette Malherbe Corporate Governance |
Other | For | FOR 6 funds |
Split 1 FOR, 1 ABSTAIN |
| Munchener Ruckversicherungs-Gesellschaft Aktiengesellschaft | April 29, 2026 | Resolution to approve the actions of the Board of Management - Markus Rie Corporate Governance |
Other | For | FOR 6 funds |
Split 1 FOR, 1 ABSTAIN |
| Munchener Ruckversicherungs-Gesellschaft Aktiengesellschaft | April 29, 2026 | Resolution to approve the actions of the Board of Management - Michael Kerner Corporate Governance |
Other | For | FOR 6 funds |
Split 1 FOR, 1 ABSTAIN |
| Munchener Ruckversicherungs-Gesellschaft Aktiengesellschaft | April 29, 2026 | Resolution to approve the actions of the Board of Management - Nicholas Gartside Corporate Governance |
Other | For | FOR 6 funds |
Split 1 FOR, 1 ABSTAIN |
| Munchener Ruckversicherungs-Gesellschaft Aktiengesellschaft | April 29, 2026 | Resolution to approve the actions of the Board of Management - Robin Johnson Corporate Governance |
Other | For | FOR 6 funds |
Split 1 FOR, 1 ABSTAIN |
| Munchener Ruckversicherungs-Gesellschaft Aktiengesellschaft | April 29, 2026 | Resolution to approve the actions of the Board of Management - Stefan Golling Corporate Governance |
Other | For | FOR 6 funds |
Split 1 FOR, 1 ABSTAIN |
| Munchener Ruckversicherungs-Gesellschaft Aktiengesellschaft | April 29, 2026 | Resolution to approve the actions of the Board of Management - Thomas Blunck Corporate Governance |
Other | For | FOR 6 funds |
Split 1 FOR, 1 ABSTAIN |
| Munchener Ruckversicherungs-Gesellschaft Aktiengesellschaft | April 29, 2026 | Resolution to approve the actions of the Supervisory Board - Anita Stocker-Napravnik Corporate Governance |
Other | For | FOR 6 funds |
Split 1 FOR, 1 ABSTAIN |
| Munchener Ruckversicherungs-Gesellschaft Aktiengesellschaft | April 29, 2026 | Resolution to approve the actions of the Supervisory Board - Anne Horstmann Corporate Governance |
Other | For | FOR 6 funds |
Split 1 FOR, 1 ABSTAIN |
| Munchener Ruckversicherungs-Gesellschaft Aktiengesellschaft | April 29, 2026 | Resolution to approve the actions of the Supervisory Board - Carinne Knoche-Brouillon Corporate Governance |
Other | For | FOR 6 funds |
Split 1 FOR, 1 ABSTAIN |
| Munchener Ruckversicherungs-Gesellschaft Aktiengesellschaft | April 29, 2026 | Resolution to approve the actions of the Supervisory Board - Carsten Spohr Corporate Governance |
Other | For | FOR 6 funds |
Split 1 FOR, 1 ABSTAIN |
| Munchener Ruckversicherungs-Gesellschaft Aktiengesellschaft | April 29, 2026 | Resolution to approve the actions of the Supervisory Board - Clement B. Booth Corporate Governance |
Other | For | FOR 6 funds |
Split 1 FOR, 1 ABSTAIN |
| Munchener Ruckversicherungs-Gesellschaft Aktiengesellschaft | April 29, 2026 | Resolution to approve the actions of the Supervisory Board - Gabriele Mcke Corporate Governance |
Other | For | FOR 6 funds |
Split 1 FOR, 1 ABSTAIN |
| Munchener Ruckversicherungs-Gesellschaft Aktiengesellschaft | April 29, 2026 | Resolution to approve the actions of the Supervisory Board - Gregorz Czlowiekowski Corporate Governance |
Other | For | FOR 6 funds |
Split 1 FOR, 1 ABSTAIN |
| Munchener Ruckversicherungs-Gesellschaft Aktiengesellschaft | April 29, 2026 | Resolution to approve the actions of the Supervisory Board - Jens Weidmann Corporate Governance |
Other | For | FOR 6 funds |
Split 1 FOR, 1 ABSTAIN |
| Munchener Ruckversicherungs-Gesellschaft Aktiengesellschaft | April 29, 2026 | Resolution to approve the actions of the Supervisory Board - Jens-Jrgen Vogel Corporate Governance |
Other | For | FOR 6 funds |
Split 1 FOR, 1 ABSTAIN |
| Munchener Ruckversicherungs-Gesellschaft Aktiengesellschaft | April 29, 2026 | Resolution to approve the actions of the Supervisory Board - Julia Jkel Corporate Governance |
Other | For | FOR 6 funds |
Split 1 FOR, 1 ABSTAIN |
| Munchener Ruckversicherungs-Gesellschaft Aktiengesellschaft | April 29, 2026 | Resolution to approve the actions of the Supervisory Board - Martina Grundler Corporate Governance |
Other | For | FOR 6 funds |
Split 1 FOR, 1 ABSTAIN |
| Munchener Ruckversicherungs-Gesellschaft Aktiengesellschaft | April 29, 2026 | Resolution to approve the actions of the Supervisory Board - Matthias Beier Corporate Governance |
Other | For | FOR 6 funds |
Split 1 FOR, 1 ABSTAIN |
| Munchener Ruckversicherungs-Gesellschaft Aktiengesellschaft | April 29, 2026 | Resolution to approve the actions of the Supervisory Board - Maximilian Zimmerer Corporate Governance |
Other | For | FOR 6 funds |
Split 1 FOR, 1 ABSTAIN |
| Munchener Ruckversicherungs-Gesellschaft Aktiengesellschaft | April 29, 2026 | Resolution to approve the actions of the Supervisory Board - Nikolaus von Bomhard Corporate Governance |
Other | For | FOR 6 funds |
Split 1 FOR, 1 ABSTAIN |
| Munchener Ruckversicherungs-Gesellschaft Aktiengesellschaft | April 29, 2026 | Resolution to approve the actions of the Supervisory Board - Renata Jungo Brngger Corporate Governance |
Other | For | FOR 6 funds |
Split 1 FOR, 1 ABSTAIN |
| Munchener Ruckversicherungs-Gesellschaft Aktiengesellschaft | April 29, 2026 | Resolution to approve the actions of the Supervisory Board - Roland Busch Corporate Governance |
Other | For | FOR 6 funds |
Split 1 FOR, 1 ABSTAIN |
| Munchener Ruckversicherungs-Gesellschaft Aktiengesellschaft | April 29, 2026 | Resolution to approve the actions of the Supervisory Board - Stefan Kaindl Corporate Governance |
Other | For | FOR 6 funds |
Split 1 FOR, 1 ABSTAIN |
| Munchener Ruckversicherungs-Gesellschaft Aktiengesellschaft | April 29, 2026 | Resolution to approve the actions of the Supervisory Board - Susanne Terhoeven Corporate Governance |
Other | For | FOR 6 funds |
Split 1 FOR, 1 ABSTAIN |
| Munchener Ruckversicherungs-Gesellschaft Aktiengesellschaft | April 29, 2026 | Resolution to approve the actions of the Supervisory Board - Ulrich Plottke Corporate Governance |
Other | For | FOR 6 funds |
Split 1 FOR, 1 ABSTAIN |
| Munchener Ruckversicherungs-Gesellschaft Aktiengesellschaft | April 29, 2026 | Resolution to approve the actions of the Supervisory Board - Victoria E. Ossadnik Corporate Governance |
Other | For | FOR 6 funds |
Split 1 FOR, 1 ABSTAIN |
| NCR ATLEOS CORPORATION | June 30, 2026 | To adjourn the special meeting of NCR Atleos Corporation stockholders, if necessary or appropriate, to solicit additional proxies if, immediately prior to such adjournment, there is not a quorum or there are not sufficient votes to approve the NCR Atleos Merger Proposal or to ensure that any supplement or amendment to the accompanying joint proxy statement/prospectus is timely provided to NCR Atleos Corporation stockholders. Corporate Governance |
Other | For | FOR 7 funds |
Split 3 FOR, 1 ABSTAIN |
| NETAPP, INC. | September 10, 2025 | To approve a stockholder proposal regarding support for Special Shareholder Meeting Improvement. Shareholder Rights and Defenses |
Other | Against | AGAINST 14 funds |
Split 8 AGAINST, 3 ABSTAIN |
| NETFLIX, INC. | June 4, 2026 | Stockholder proposal entitled, "Proposal 4 - Shareholder Right to Act by Written Consent," if properly presented at the meeting. Shareholder Rights and Defenses |
Other | Against | AGAINST 13 funds |
Split 7 FOR, 3 AGAINST |
| NICOLET BANKSHARES, INC. | January 26, 2026 | Adjournment. A proposal to approve the adjournment of the special meeting, if necessary or appropriate, to solicit additional proxies to approve the merger agreement and the transactions contemplated by the merger agreement. Corporate Governance |
Other | For | FOR 4 funds |
Split 3 FOR, 1 ABSTAIN |
| NORFOLK SOUTHERN CORPORATION | November 14, 2025 | To adjourn the Norfolk Southern 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 Norfolk Southern special meeting to approve the merger agreement proposal. Corporate Governance |
Other | For | FOR 12 funds |
Split 4 FOR, 1 AGAINST, 1 ABSTAIN |
| NORTHROP GRUMMAN CORPORATION | May 20, 2026 | Shareholder proposal to provide for an independent Board chair. Corporate Governance |
Other | Against | AGAINST 12 funds |
Split 4 FOR, 4 AGAINST, 5 ABSTAIN |
| NORTHWESTERN ENERGY GROUP, INC. | April 2, 2026 | A proposal to approve any motion to adjourn the NorthWestern special meeting, if necessary. Corporate Governance |
Other | For | FOR 7 funds |
Split 1 FOR, 1 ABSTAIN |
| NRG ENERGY, INC. | April 30, 2026 | To vote on a stockholder proposal to give shareholders the ability to call for a special shareholder meeting, if properly presented at the meeting. Shareholder Rights and Defenses |
Other | Against | AGAINST 13 funds |
Split 7 FOR, 2 ABSTAIN |
| NUSCALE POWER CORPORATION | December 16, 2025 | A proposal to adjourn the Special Meeting, if necessary or appropriate, to solicit additional proxies if a quorum is not present or there are insufficient votes at the time of the Special Meeting to approve the Authorized Share Increase Amendment. Corporate Governance |
Other | For | FOR 4 funds |
Split 3 FOR, 1 ABSTAIN |
| NV5 GLOBAL, INC. | July 31, 2025 | To approve the adjournment of the NV5 special meeting, if necessary or appropriate, (i) to solicit additional proxies if there are insufficient shares of NV5's common stock represented (either in person or by proxy) and voting to obtain the affirmative vote of the holders of a majority of the shares of NV5 common stock outstanding on the record date for the NV5 special meeting or to constitute a quorum necessary to conduct the business of the NV5 special meeting, (ii) to ensure that any supplement or amendment to the joint proxy statement/ prospectus is timely provided to NV5 stockholders or (iii) to comply with applicable law. Corporate Governance |
Other | For | FOR 7 funds |
Split 2 FOR, 2 ABSTAIN |
| NVIDIA CORPORATION | June 24, 2026 | Approval of a non-binding stockholder proposal requesting the replacement of supermajority voting provisions in our charter and bylaws with a simple majority voting standard. Shareholder Rights and Defenses |
Other | Against | FOR 15 funds |
Split 13 FOR, 8 ABSTAIN |
| NVR, INC. | May 7, 2026 | Shareholder proposal to reduce the ownership threshold required to call a special meeting. Shareholder Rights and Defenses |
Other | Against | AGAINST 13 funds |
Split 4 FOR, 4 ABSTAIN |
| NXP SEMICONDUCTORS N.V. | June 10, 2026 | Adoption of the 2025 Statutory Annual Accounts Corporate Governance |
Other | For | FOR 10 funds |
Split 8 FOR, 3 ABSTAIN |
| Nokia Corporation | April 9, 2026 | Adoption of the Annual Accounts Corporate Governance |
Other | For | FOR 5 funds |
Split 1 FOR, 1 ABSTAIN |
| Nokia Corporation | April 9, 2026 | Resolution on the number of members of the Board of Directors Corporate Governance |
Other | For | FOR 5 funds |
Split 1 FOR, 1 ABSTAIN |
| Nokia Corporation | April 9, 2026 | Resolution to discharge the members of the Board of Directors and the President and CEO from liability for the financial year 2025 Corporate Governance |
Other | For | FOR 5 funds |
Split 1 FOR, 1 ABSTAIN |
| Nordea Bank Abp | March 24, 2026 | Accounts and Reports Corporate Governance |
Other | For | FOR 5 funds |
Split 1 FOR, 1 ABSTAIN |
| Nordea Bank Abp | March 24, 2026 | Board Size Corporate Governance |
Other | For | FOR 5 funds |
Split 1 FOR, 1 ABSTAIN |
| Nordea Bank Abp | March 24, 2026 | Calling the Meeting to Order Corporate Governance |
Other | For | FOR 5 funds |
Split 1 FOR, 1 ABSTAIN |
| Nordea Bank Abp | March 24, 2026 | Ratification of Board and CEO Acts Corporate Governance |
Other | For | FOR 5 funds |
Split 1 FOR, 1 ABSTAIN |
| Nordea Bank Abp | March 24, 2026 | Shareholder Proposal Regarding Financing of Oil and Gas Projects North of Arctic Circle Environment or Climate |
Other | Against | AGAINST 5 funds |
Split 1 AGAINST, 1 ABSTAIN |
| Novo Nordisk A/S | March 26, 2026 | Accounts and Reports Corporate Governance |
Other | For | FOR 7 funds |
Split 1 FOR, 1 ABSTAIN |
| Novo Nordisk A/S | March 26, 2026 | Amendments to Articles (Meeting Location) Corporate Governance |
Other | For | FOR 7 funds |
Split 1 FOR, 1 ABSTAIN |
| OGE ENERGY CORP. | May 14, 2026 | Shareholder Proposal Regarding Simple Majority Vote. Shareholder Rights and Defenses |
Other | Against | FOR 12 funds |
Split 3 FOR, 1 ABSTAIN |
| OLO INC. | September 9, 2025 | Approval of the adjournment or postponement of the Special Meeting to a later date or dates, if necessary or appropriate, to solicit additional proxies if there are insufficient votes virtually or by proxy to approve the proposal to adopt the Merger Agreement at the time of the Special Meeting. Corporate Governance |
Other | For | FOR 4 funds |
Split 1 FOR, 1 ABSTAIN |
| OLYMPIC STEEL, INC. | February 12, 2026 | Adjournment Proposal - To approve one or more adjournments of the Olympic Steel, Inc. special meeting to a later date or time, if necessary or appropriate, to permit the solicitation of additional votes or proxies if there are not sufficient votes to approve the Merger Proposal Corporate Governance |
Other | For | FOR 5 funds |
Split 2 FOR, 1 ABSTAIN |
| OMNICELL, INC. | May 19, 2026 | Proposal to approve an amendment to the Company's Amended and Restated Certificate of Incorporation to provide exculpation from personal liability for certain officers as permitted by Delaware law and make certain other minor, non-substantive updates. Director Elections |
Other | For | FOR 7 funds |
Split 2 FOR, 1 AGAINST |
| OMV AG | May 27, 2026 | Amendments to Articles Corporate Governance |
Other | For | FOR 4 funds |
Split 1 FOR, 1 ABSTAIN |
| OMV AG | May 27, 2026 | Ratification of Management Board Acts Corporate Governance |
Other | For | FOR 4 funds |
Split 1 FOR, 1 ABSTAIN |
| OMV AG | May 27, 2026 | Ratification of Supervisory Board Acts Corporate Governance |
Other | For | FOR 4 funds |
Split 1 FOR, 1 ABSTAIN |
| ON SEMICONDUCTOR CORPORATION | May 14, 2026 | To vote on a stockholder proposal regarding simple majority voting, if properly presented at the annual meeting. Shareholder Rights and Defenses |
Other | None | FOR 13 funds |
Split 5 FOR, 2 ABSTAIN |
| OSHKOSH CORPORATION | May 5, 2026 | To vote on a shareholder proposal on the subject of directors who fail to obtain a majority vote. Corporate Governance |
Other | Against | FOR 11 funds |
Split 2 AGAINST, 2 ABSTAIN |
| OTTER TAIL CORPORATION | April 13, 2026 | To amend and restate Otter Tail Corporation's Bylaws to include an exclusive forum provision. Shareholder Rights and Defenses |
Other | For | AGAINST 7 funds |
Split 3 FOR, 1 ABSTAIN |
| PACIFIC PREMIER BANCORP, INC. | July 21, 2025 | Adjourn the Pacific Premier special meeting, if necessary or appropriate, to solicit additional proxies if there are not sufficient votes at the time of the Pacific Premier special meeting to adopt the merger agreement or to ensure that any supplement or amendment to the accompanying joint proxy statement/prospectus is timely provided to holders of Pacific Premier common stock. Corporate Governance |
Other | For | FOR 7 funds |
Split 3 FOR, 1 ABSTAIN |
| PALVELLA THERAPEUTICS, INC | June 10, 2026 | Approval of an adjournment of the Annual Meeting to the extent there are insufficient votes at the Annual Meeting to approve Proposal 5. Corporate Governance |
Other | For | AGAINST 2 funds |
Split 2 AGAINST, 1 ABSTAIN |
| PAYPAL HOLDINGS, INC. | May 19, 2026 | Stockholder Proposal - Reduce Threshold to Call Special Meetings of Stockholders. Shareholder Rights and Defenses |
Other | Against | AGAINST 13 funds |
Split 5 FOR, 3 ABSTAIN |
| PEBBLEBROOK HOTEL TRUST | May 29, 2026 | Approval of an amendment to our Declaration of Trust to give shareholders the right to remove trustees without cause. Corporate Governance |
Other | For | FOR 9 funds |
Split 2 FOR, 1 ABSTAIN |
| PENN ENTERTAINMENT, INC. | June 16, 2026 | Advisory vote on a shareholder proposal regarding the annual election of directors, if properly presented. Shareholder Rights and Defenses |
Other | Against | FOR 8 funds |
Split 2 FOR, 1 ABSTAIN |
| PENUMBRA, INC. | May 6, 2026 | To adjourn or postpone the Special Meeting, if necessary or appropriate, to solicit additional proxies if, immediately prior to such adjournment or postponement, there are not sufficient votes to approve the Merger Proposal or to ensure that any supplement or amendment to the accompanying proxy statement/prospectus is timely provided to Penumbra Stockholders. Corporate Governance |
Other | For | FOR 12 funds |
Split 2 FOR, 2 ABSTAIN |
| PEPSICO, INC. | May 6, 2026 | Shareholder Proposal - Independent Board Chair. Corporate Governance |
Other | Against | AGAINST 14 funds |
Split 5 FOR, 5 AGAINST, 4 ABSTAIN |
| PERMIAN RESOURCES CORPORATION | May 19, 2026 | To approve an amendment to the Sixth Amended and Restated Certificate of Incorporation of Permian Resources Holdings Inc., our wholly owned subsidiary, to remove the ''pass-through voting'' provision in connection with our corporate reorganization. Corporate Governance |
Other | For | FOR 14 funds |
Split 8 FOR, 2 ABSTAIN |
| PERPETUA RESOURCES CORP. | June 4, 2026 | Set the number of Directors to nine (9). Corporate Governance |
Other | For | FOR 2 funds |
Split 2 FOR, 1 ABSTAIN |
| PFIZER INC. | April 23, 2026 | Adopt an Independent Chair Policy Corporate Governance |
Other | Against | AGAINST 14 funds |
Split 1 FOR, 6 AGAINST, 4 ABSTAIN |
| PINNACLE FINANCIAL PARTNERS, INC. | November 6, 2025 | A proposal to approve the adjournment or postponement of the Special Meeting to a later date or time, if necessary or appropriate, to solicit additional proxies if, immediately prior to such adjournment, there are not sufficient votes to approve the Pinnacle merger proposal or to ensure that any supplement or amendment to the accompanying joint proxy statement/prospectus is timely provided to holders of Pinnacle common stock. Corporate Governance |
Other | For | FOR 12 funds |
Split 1 FOR, 2 ABSTAIN |
| POPULAR, INC. | May 8, 2026 | To approve an amendment to Popular's Restated Certificate of Incorporation to modernize indemnification provisions. Corporate Governance |
Other | For | FOR 9 funds |
Split 6 FOR, 1 ABSTAIN |
| POPULAR, INC. | May 8, 2026 | To approve an amendment to Popular's Restated Certificate of Incorporation to provide for director and officer exculpation to the extent permitted by Puerto Rico law. Director Elections |
Other | For | FOR 9 funds |
Split 6 FOR, 1 ABSTAIN |
| POTLATCHDELTIC CORPORATION | January 27, 2026 | The PotlatchDeltic adjournment proposal: A proposal to adjourn 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 to approve the PotlatchDeltic merger agreement proposal. Corporate Governance |
Other | For | FOR 8 funds |
Split 5 FOR, 1 ABSTAIN |
| PPG INDUSTRIES, INC. | April 16, 2026 | Shareholder proposal to adopt a policy requiring an independent board chair, if properly presented Corporate Governance |
Other | Against | AGAINST 14 funds |
Split 6 FOR, 1 AGAINST, 2 ABSTAIN |
| PROS HOLDINGS, INC. | December 4, 2025 | To adjourn the Special Meeting, if necessary and for a minimum period of time reasonable under the circumstances, to ensure that any necessary supplement or amendment to the proxy statement accompanying this notice is provided to Company stockholders a reasonable amount of time in advance of the Special Meeting, or to solicit additional proxies if there are insufficient votes at the time of the Special Meeting to approve the Merger Proposal (the "Adjournment Proposal"). Corporate Governance |
Other | For | FOR 4 funds |
Split 2 FOR, 1 ABSTAIN |
| PRUDENTIAL FINANCIAL, INC. | May 12, 2026 | Shareholder proposal regarding an Independent Board Chairman. Corporate Governance |
Other | Against | AGAINST 13 funds |
Split 4 FOR, 2 ABSTAIN |
| Poste Italiane | April 27, 2026 | Accounts and Reports Corporate Governance |
Other | For | FOR 4 funds |
Split 1 FOR, 1 ABSTAIN |
| Poste Italiane | April 27, 2026 | Board Size Corporate Governance |
Other | For | FOR 4 funds |
Split 1 FOR, 1 ABSTAIN |
| Poste Italiane | April 27, 2026 | Board Term Length Corporate Governance |
Other | For | FOR 4 funds |
Split 1 FOR, 1 ABSTAIN |
| Poste Italiane | April 27, 2026 | Elect Silvia Maria Rovere as Chair of Board Corporate Governance |
Other | For | FOR 4 funds |
Split 1 FOR, 1 ABSTAIN |
| Prysmian S.p.A | April 16, 2026 | Accounts and Reports Corporate Governance |
Other | For | FOR 4 funds |
Split 1 FOR, 1 ABSTAIN |
| QORVO, INC. | August 13, 2025 | To consider a stockholder proposal relating to special meetings of Qorvo, Inc.'s stockholders, if properly presented. Shareholder Rights and Defenses |
Other | Against | AGAINST 12 funds |
Split 2 FOR, 2 ABSTAIN |
| QUALCOMM INCORPORATED | March 17, 2026 | Stockholder proposal entitled "Shareholder Ability to Call for a Special Meeting." Shareholder Rights and Defenses |
Other | Against | AGAINST 13 funds |
Split 6 FOR, 2 AGAINST |
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How items are matched and positions counted: see the comparison table and the methodology. Built October 25, 2026 from SEC Form N-PX filings.