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 |
|---|---|---|---|---|---|---|
| QUEST DIAGNOSTICS INCORPORATED | May 20, 2026 | Stockholder proposal regarding an independent board chairman, if properly presented at the Annual Meeting. Corporate Governance |
Other | Against | AGAINST 13 funds |
Split 1 FOR, 6 AGAINST, 4 ABSTAIN |
| QXO, Inc. | June 29, 2026 | Adjournment Proposal. To vote on a proposal to adjourn the QXO stockholder meeting, if necessary or appropriate, to solicit additional proxies if there are not sufficient votes to approve the QXO share issuance proposal at the time of the QXO stockholder meeting (the "QXO adjournment proposal"). Corporate Governance |
Other | For | FOR 9 funds |
Split 4 FOR, 1 ABSTAIN |
| RB GLOBAL INC | April 30, 2026 | Approval of a special resolution to determine the number of directors on the Company's Board of Directors and the number of directors to be elected at the Meeting to be ten (10). Audit-related |
Other | For | FOR 13 funds |
Split 5 FOR, 2 ABSTAIN |
| RB GLOBAL INC | April 30, 2026 | Approval of a special resolution to empower the directors of the Company, by resolution of the directors, to determine the number of directors within the minimum and maximum number set out in the Company's Articles of Continuance as described in the accompanying proxy statement. Audit-related |
Other | For | FOR 13 funds |
Split 5 FOR, 2 ABSTAIN |
| RB GLOBAL INC | April 30, 2026 | Approval of a special resolution, requiring the Company to adopt a policy and amend its governing documents accordingly that all shareholder meetings will be held in a hybrid format with both in-person and virtual access as described in the accompanying proxy statement. Corporate Governance |
Other | Against | AGAINST 13 funds |
Split 4 FOR, 1 AGAINST, 2 ABSTAIN |
| REGIONS FINANCIAL CORPORATION | May 6, 2026 | Shareholder Proposal Relating to Special Shareholder Meeting. Shareholder Rights and Defenses |
Other | Against | AGAINST 14 funds |
Split 4 FOR, 2 AGAINST, 2 ABSTAIN |
| REGIONS FINANCIAL CORPORATION | May 6, 2026 | Vote on amendment to Certificate of Incorporation to implement other miscellaneous changes. Corporate Governance |
Other | For | FOR 14 funds |
Split 5 FOR, 1 AGAINST, 2 ABSTAIN |
| REGIONS FINANCIAL CORPORATION | May 6, 2026 | Vote on amendment to Certificate of Incorporation to limit certain liability of officers as permitted by Delaware Law. Director Elections |
Other | For | AGAINST 14 funds |
Split 5 FOR, 1 AGAINST, 2 ABSTAIN |
| RELIANCE, INC. | May 20, 2026 | To consider a stockholder proposal requiring any director who fails to receive a majority vote to leave the board of directors within nine months. Corporate Governance |
Other | Against | FOR 12 funds |
Split 3 AGAINST, 2 ABSTAIN |
| RESIDEO TECHNOLOGIES, INC. | June 3, 2026 | Shareholder Proposal Regarding Shareholder Right to Act by Written Consent. Shareholder Rights and Defenses |
Other | Against | AGAINST 11 funds |
Split 4 FOR, 1 AGAINST, 2 ABSTAIN |
| REV GROUP, INC. | January 28, 2026 | Proposal to approve the adjournment or postponement of the REV special meeting, if necessary, to solicit additional proxies if there are not sufficient votes to approve the REV merger proposal (the ''REV adjournment proposal''). Corporate Governance |
Other | For | FOR 7 funds |
Split 2 FOR, 1 ABSTAIN |
| REVVITY, INC. | April 28, 2026 | To approve an amendment to Revvity's Amended and Restated By-Laws to Allow Shareholders Owning 25% of Our Stock to Call a Special Meeting. Shareholder Rights and Defenses |
Other | For | FOR 14 funds |
Split 7 FOR, 2 ABSTAIN |
| REVVITY, INC. | April 28, 2026 | To approve the shareholder proposal regarding Executives to Retain Significant Stock. Compensation |
Other | Against | AGAINST 14 funds |
Split 7 FOR, 2 ABSTAIN |
| REZOLUTE, INC. | November 19, 2025 | To authorize an adjournment of the meeting to a later date or dates, if necessary or appropriate, to solicit additional proxies if there are not sufficient votes in favor of the Plan Amendment Proposal. Corporate Governance |
Other | For | FOR 4 funds |
Split 1 FOR, 1 ABSTAIN |
| ROCKET LAB CORPORATION | August 27, 2025 | To approve an amendment to the Amended and Restated Certificate of Incorporation of Rocket Lab USA, Inc., our wholly owned subsidiary, to eliminate the recently added pass-through voting provision that requires approval by both us and our stockholders prior to certain actions being taken by or at Rocket Lab USA, Inc. Corporate Governance |
Other | For | FOR 5 funds |
Split 3 FOR, 1 ABSTAIN |
| ROOT, INC. | June 3, 2026 | To approve an amendment to the Company's Amended and Restated Certificate of Incorporation, as amended, to allow for exculpation of certain officers. Director Elections |
Other | For | FOR 4 funds |
Split 1 AGAINST, 1 ABSTAIN |
| ROPER TECHNOLOGIES, INC. | May 19, 2026 | Shareholder proposal regarding a strategic review of a proposed spin-off of the Application Software and Network Software segments. Extraordinary Transactions |
Other | Against | AGAINST 12 funds |
Split 5 AGAINST, 3 ABSTAIN |
| ROYAL GOLD, INC. | October 9, 2025 | Approval of the adjournment or postponement of the Special Meeting, if necessary or appropriate, including to solicit additional proxies if there are not sufficient votes to approve the Stock Issuance Proposal, subject to the provisions of the Sandstorm Arrangement Agreement. Corporate Governance |
Other | For | FOR 12 funds |
Split 3 FOR, 3 ABSTAIN |
| ROYALTY PHARMA PLC | June 4, 2026 | Approve receipt of our U.K. audited annual report and accounts and related directors' and auditor's reports for the fiscal year ended December 31, 2025. Corporate Governance |
Other | For | FOR 12 funds |
Split 3 FOR, 2 ABSTAIN |
| RUSH STREET INTERACTIVE, INC. | June 3, 2026 | Approval of amendments to the Charter to (a) provide for officer exculpation as permitted by Delaware law, and (b) make certain clarifying changes to the director removal process. Corporate Governance |
Other | For | AGAINST 5 funds |
Split 1 AGAINST, 2 ABSTAIN |
| RWE AG | April 30, 2026 | Ratify Andreas Wagner Corporate Governance |
Other | For | FOR 5 funds |
Split 1 FOR, 1 ABSTAIN |
| RWE AG | April 30, 2026 | Ratify Dagmar Paasch Corporate Governance |
Other | For | FOR 5 funds |
Split 1 FOR, 1 ABSTAIN |
| RWE AG | April 30, 2026 | Ratify Dirk Schumacher Corporate Governance |
Other | For | FOR 5 funds |
Split 1 FOR, 1 ABSTAIN |
| RWE AG | April 30, 2026 | Ratify Frank Appel Corporate Governance |
Other | For | FOR 5 funds |
Split 1 FOR, 1 ABSTAIN |
| RWE AG | April 30, 2026 | Ratify Hans Bunting Corporate Governance |
Other | For | FOR 5 funds |
Split 1 FOR, 1 ABSTAIN |
| RWE AG | April 30, 2026 | Ratify Harald Louis Corporate Governance |
Other | For | FOR 5 funds |
Split 1 FOR, 1 ABSTAIN |
| RWE AG | April 30, 2026 | Ratify Hauke Stars Corporate Governance |
Other | For | FOR 5 funds |
Split 1 FOR, 1 ABSTAIN |
| RWE AG | April 30, 2026 | Ratify Helle Valentin Corporate Governance |
Other | For | FOR 5 funds |
Split 1 FOR, 1 ABSTAIN |
| RWE AG | April 30, 2026 | Ratify Jorg Rocholl Corporate Governance |
Other | For | FOR 5 funds |
Split 1 FOR, 1 ABSTAIN |
| RWE AG | April 30, 2026 | Ratify Katja van Doren Corporate Governance |
Other | For | FOR 5 funds |
Split 1 FOR, 1 ABSTAIN |
| RWE AG | April 30, 2026 | Ratify Marion Weckes Corporate Governance |
Other | For | FOR 5 funds |
Split 1 FOR, 1 ABSTAIN |
| RWE AG | April 30, 2026 | Ratify Markus Krebber Corporate Governance |
Other | For | FOR 5 funds |
Split 1 FOR, 1 ABSTAIN |
| RWE AG | April 30, 2026 | Ratify Matthias Durbaum Corporate Governance |
Other | For | FOR 5 funds |
Split 1 FOR, 1 ABSTAIN |
| RWE AG | April 30, 2026 | Ratify Michael Bochinsky Corporate Governance |
Other | For | FOR 5 funds |
Split 1 FOR, 1 ABSTAIN |
| RWE AG | April 30, 2026 | Ratify Michael Muller Corporate Governance |
Other | For | FOR 5 funds |
Split 1 FOR, 1 ABSTAIN |
| RWE AG | April 30, 2026 | Ratify Michael Vassiliadis Corporate Governance |
Other | For | FOR 5 funds |
Split 1 FOR, 1 ABSTAIN |
| RWE AG | April 30, 2026 | Ratify Monika Kircher Corporate Governance |
Other | For | FOR 5 funds |
Split 1 FOR, 1 ABSTAIN |
| RWE AG | April 30, 2026 | Ratify Ralf Sikorski Corporate Governance |
Other | For | FOR 5 funds |
Split 1 FOR, 1 ABSTAIN |
| RWE AG | April 30, 2026 | Ratify Reiner van Limbeck Corporate Governance |
Other | For | FOR 5 funds |
Split 1 FOR, 1 ABSTAIN |
| RWE AG | April 30, 2026 | Ratify Sandra Bossemeyer Corporate Governance |
Other | For | FOR 5 funds |
Split 1 FOR, 1 ABSTAIN |
| RWE AG | April 30, 2026 | Ratify Stefan Schulte Corporate Governance |
Other | For | FOR 5 funds |
Split 1 FOR, 1 ABSTAIN |
| RWE AG | April 30, 2026 | Ratify Thomas Kufen Corporate Governance |
Other | For | FOR 5 funds |
Split 1 FOR, 1 ABSTAIN |
| RWE AG | April 30, 2026 | Ratify Thomas Westphal Corporate Governance |
Other | For | FOR 5 funds |
Split 1 FOR, 1 ABSTAIN |
| RWE AG | April 30, 2026 | Ratify Ute Gerbaulet Corporate Governance |
Other | For | FOR 5 funds |
Split 1 FOR, 1 ABSTAIN |
| RWE AG | April 30, 2026 | Ratify Werner Brandt Corporate Governance |
Other | For | FOR 5 funds |
Split 1 FOR, 1 ABSTAIN |
| RYDER SYSTEM, INC. | May 1, 2026 | To vote, on an advisory basis, on a shareholder proposal regarding an independent board chair. Corporate Governance |
Other | Against | AGAINST 11 funds |
Split 2 AGAINST, 1 ABSTAIN |
| RYERSON HOLDING CORPORATION | April 30, 2026 | An amendment to our restated certificate of incorporation to provide for officer exculpation as permitted by Delaware Law. Director Elections |
Other | For | FOR 7 funds |
Split 2 FOR, 1 ABSTAIN |
| Recordati SpA | April 29, 2026 | Accounts and Reports Corporate Governance |
Other | For | FOR 5 funds |
Split 1 FOR, 1 ABSTAIN |
| Recordati SpA | April 29, 2026 | Election of Chair of Board of Statutory Auditors Corporate Governance |
Other | For | FOR 5 funds |
Split 1 FOR, 1 ABSTAIN |
| Repsol, S.A. | May 13, 2026 | DELEGATION OF POWERS TO INTERPRET, COMPLEMENT, DEVELOP, EXECUTE, AMEND AND FORMALIZE THE RESOLUTIONS ADOPTED BY THE ANNUAL GENERAL MEETING Corporate Governance |
Other | For | FOR 4 funds |
Split 1 FOR, 1 ABSTAIN |
| Repsol, S.A. | May 13, 2026 | EXAMINATION AND APPROVAL, IF APPLICABLE, OF THE ANNUAL ACCOUNTS AND MANAGEMENT REPORT OF REPSOL, S.A. AND THE CONSOLIDATED ANNUAL ACCOUNTS AND THE CONSOLIDATED MANAGEMENT REPORT FOR THE FISCAL YEAR ENDED DECEMBER 31, 2025 Corporate Governance |
Other | For | FOR 4 funds |
Split 1 FOR, 1 ABSTAIN |
| Repsol, S.A. | May 13, 2026 | EXAMINATION AND APPROVAL, IF APPLICABLE, OF THE MANAGEMENT PERFORMANCE OF THE BOARD OF DIRECTORS OF REPSOL, S.A. FOR FISCAL YEAR 2025 Corporate Governance |
Other | For | FOR 4 funds |
Split 1 FOR, 1 ABSTAIN |
| Repsol, S.A. | May 13, 2026 | EXAMINATION AND APPROVAL, IF APPLICABLE, OF THE NON-FINANCIAL INFORMATION STATEMENT FOR THE FISCAL YEAR ENDED DECEMBER 31, 2025 Corporate Governance |
Other | For | FOR 4 funds |
Split 1 FOR, 1 ABSTAIN |
| Rheinmetall AG | May 12, 2026 | Ratification of Management Board Acts Corporate Governance |
Other | For | FOR 5 funds |
Split 1 FOR, 1 ABSTAIN |
| Rheinmetall AG | May 12, 2026 | Ratification of Supervisory Board Acts Corporate Governance |
Other | For | FOR 5 funds |
Split 1 FOR, 1 ABSTAIN |
| S&P GLOBAL INC. | May 20, 2026 | Vote on a shareholder proposal to reduce the stock ownership threshold for calling a special shareholder meeting; Shareholder Rights and Defenses |
Other | Against | AGAINST 12 funds |
Split 7 FOR, 2 ABSTAIN |
| SALESFORCE, INC. | May 28, 2026 | A stockholder proposal requesting the adoption of cumulative voting for director elections, if properly presented at the meeting. Shareholder Rights and Defenses |
Other | Against | AGAINST 14 funds |
Split 10 AGAINST, 7 ABSTAIN |
| SAP SE | May 5, 2026 | Amendment to Article 4 (3) of the Articles of Incorporation to enable the issuance of electronic shares Corporate Governance |
Other | For | FOR 6 funds |
Split 1 FOR, 1 ABSTAIN |
| SAP SE | May 5, 2026 | Resolution on the formal approval of the acts of the Executive Board in fiscal year 2025 Corporate Governance |
Other | Not determined | FOR 6 funds |
Split 1 FOR, 1 ABSTAIN |
| SAP SE | May 5, 2026 | Resolution on the formal approval of the acts of the Supervisory Board in fiscal year 2025 Corporate Governance |
Other | Not determined | FOR 6 funds |
Split 1 FOR, 1 ABSTAIN |
| SCHLUMBERGER LIMITED (SCHLUMBERGER N.V.) | October 7, 2025 | Amendment of the Company's Articles of Incorporation to change the Company's name from Schlumberger N.V. to ''SLB N.V.'', and to permit that ''SLB Limited'' and ''SLB Ltd.'' may be used abroad and in transactions with foreign entities, persons or organizations. Corporate Governance |
Other | For | FOR 14 funds |
Split 4 FOR, 1 ABSTAIN |
| SEALED AIR CORPORATION | February 25, 2026 | To approve the adjournment of the special meeting (such meeting, including any adjournments or postponements thereof, the "Special Meeting") 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 time of the Special Meeting. Corporate Governance |
Other | For | FOR 9 funds |
Split 2 FOR, 1 ABSTAIN |
| SELECT MEDICAL HOLDINGS CORPORATION | April 23, 2026 | Non-Binding Advisory Vote on a Company Proposal to provide stockholders the right to call a special meeting of stockholders at a 25% ownership threshold. Shareholder Rights and Defenses |
Other | For | FOR 7 funds |
Split 4 AGAINST, 2 ABSTAIN |
| SELECT MEDICAL HOLDINGS CORPORATION | April 23, 2026 | Non-Binding Advisory Vote on a Stockholder Proposal to provide stockholders the right to call a special meeting of stockholders at a 10% ownership threshold, if properly presented at the meeting. Shareholder Rights and Defenses |
Other | Against | AGAINST 7 funds |
Split 4 FOR, 2 ABSTAIN |
| SELECT MEDICAL HOLDINGS CORPORATION | June 26, 2026 | To consider and vote on any proposal to adjourn 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 the Merger Agreement at the time of the Special Meeting (the "Adjournment Proposal"). Corporate Governance |
Other | For | FOR 7 funds |
Split 3 FOR, 1 ABSTAIN |
| SEMPRA | May 12, 2026 | Shareholder proposal requesting an independent board chairman Corporate Governance |
Other | Against | AGAINST 12 funds |
Split 1 FOR, 8 AGAINST, 1 ABSTAIN |
| SENSATA TECHNOLOGIES HOLDING PLC | June 9, 2026 | Ordinary resolution to receive the Company's 2025 Annual Report and Accounts Corporate Governance |
Other | For | FOR 9 funds |
Split 2 FOR, 2 ABSTAIN |
| SERVICE CORPORATION INTERNATIONAL | May 6, 2026 | To approve an amendment to the Articles of Incorporation and Bylaws to permit the Board to increase the number of directors and fill newly created vacancies on the Board. Corporate Governance |
Other | For | FOR 12 funds |
Split 4 FOR, 2 ABSTAIN |
| SERVICE CORPORATION INTERNATIONAL | May 6, 2026 | To approve an amendment to the Articles of Incorporation and Bylaws to reduce the minimum required number of directors. Corporate Governance |
Other | For | FOR 12 funds |
Split 4 FOR, 2 ABSTAIN |
| SERVICE CORPORATION INTERNATIONAL | May 6, 2026 | To approve an amendment to the Articles of Incorporation to limit the liability of officers as permitted by law. Director Elections |
Other | For | FOR 12 funds |
Split 4 AGAINST, 2 ABSTAIN |
| SERVICENOW, INC. | May 21, 2026 | Shareholder proposal regarding shareholder right to act by written consent. Shareholder Rights and Defenses |
Other | Against | AGAINST 12 funds |
Split 5 FOR, 4 AGAINST, 5 ABSTAIN |
| SHARKNINJA, INC. | June 18, 2026 | To approve an Amendment and Restatement of the Company's Amended and Restated Memorandum and Articles of Association. Shareholder Rights and Defenses |
Other | For | FOR 12 funds |
Split 3 FOR, 2 ABSTAIN |
| SHIFT4 PAYMENTS, INC. | June 12, 2026 | To approve the Company's Second Amended and Restated Certificate of Incorporation, (i) eliminating the authorization of and references to the Company's Class B common stock, par value of $0.0001 per share and the Company's Class C common stock, par value of $0.0001 per share (and make related technical, non-substantive and conforming changes) and (ii) to provide for exculpation of officers from breaches of fiduciary duty to the extent permitted by the General Corporation Law of the State of Delaware. Corporate Governance |
Other | For | FOR 10 funds |
Split 2 FOR, 1 ABSTAIN |
| SHOPIFY INC. | June 16, 2026 | Shareholder Proposal Vote on the shareholder proposal, as disclosed in the Management Information Circular for the Meeting. Corporate Governance |
Other | Against | FOR 3 funds |
Split 1 FOR, 6 AGAINST |
| SILICON LABORATORIES INC. | April 30, 2026 | 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 Silicon Labs' 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. Corporate Governance |
Other | For | FOR 7 funds |
Split 5 FOR, 1 ABSTAIN |
| SKYWATER TECHNOLOGY, INC. | May 8, 2026 | To approve the adjournment of the special meeting, if necessary or appropriate, to solicit additional proxies if there are not sufficient votes to adopt the Merger Agreement. Corporate Governance |
Other | For | FOR 4 funds |
Split 1 FOR, 1 ABSTAIN |
| SNOWFLAKE INC. | June 29, 2026 | To consider and vote on, if properly presented at the meeting, a non-binding stockholder proposal requesting majority vote for director elections. Shareholder Rights and Defenses |
Other | Against | FOR 10 funds |
Split 8 FOR, 1 AGAINST |
| SOLAREDGE TECHNOLOGIES, INC. | June 3, 2026 | Approval of the amendment to the Company's Restated Certificate of Incorporation to limit the liability of certain officers as permitted by law. Corporate Governance |
Other | For | FOR 5 funds |
Split 1 FOR, 1 ABSTAIN |
| SOUTH PLAINS FINANCIAL, INC. | May 11, 2026 | To transact such other business as may properly come before the annual meeting or any adjournment(s) or postponement(s) thereof. Corporate Governance |
Other | For | AGAINST 4 funds |
Split 1 FOR, 2 AGAINST |
| SPOTIFY TECHNOLOGY S.A. | April 15, 2026 | Authorize and empower each of Mr. Guy Harles and Mr. Alexandre Gobert to execute and deliver, under their sole signature, on behalf of the Company and with full power of substitution, any documents necessary or useful in connection with the annual filing and registration required by the Luxembourg laws. Other |
Other | For | FOR 6 funds |
Split 6 FOR, 1 ABSTAIN |
| SPOTIFY TECHNOLOGY S.A. | April 15, 2026 | Grant discharge of the liability of the members of the Board of Directors for, and in connection with, the financial year ended December 31, 2025. Corporate Governance |
Other | For | FOR 6 funds |
Split 6 FOR, 1 ABSTAIN |
| STANLEY BLACK & DECKER, INC. | April 24, 2026 | To consider and vote on a shareholder proposal requesting an independent Board Chairman. Corporate Governance |
Other | Against | AGAINST 14 funds |
Split 4 AGAINST, 2 ABSTAIN |
| STARBUCKS CORPORATION | March 25, 2026 | Shareholder proposal requesting adoption of an independent board chair policy Corporate Governance |
Other | Against | AGAINST 13 funds |
Split 2 FOR, 4 AGAINST, 2 ABSTAIN |
| STARBUCKS CORPORATION | March 25, 2026 | Shareholder proposal requesting supermajority shareholder voting requirements be replaced with majority voting requirements Shareholder Rights and Defenses |
Other | None | FOR 13 funds |
Split 5 FOR, 1 AGAINST, 2 ABSTAIN |
| STATE STREET CORPORATION | May 20, 2026 | Shareholder proposal requesting the adoption of a policy and amendment to the by-laws requiring the Chair of the Board be an independent member of the Board in the next CEO transition, if properly presented. Corporate Governance |
Other | Against | AGAINST 13 funds |
Split 1 FOR, 5 AGAINST, 2 ABSTAIN |
| STELLAR BANCORP, INC. | May 27, 2026 | To adjourn or postpone the Stellar 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 holders of Stellar common stock. Corporate Governance |
Other | For | FOR 4 funds |
Split 2 FOR, 1 ABSTAIN |
| STEPSTONE GROUP INC | September 9, 2025 | To approve an amendment to the Company's Amended and Restated Certificate of Incorporation to limit the liability of certain officers as permitted by Delaware law. Director Elections |
Other | For | AGAINST 4 funds |
Split 4 FOR, 1 ABSTAIN |
| SYNOVUS FINANCIAL CORP. | November 6, 2025 | 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 or postponement, there are not sufficient votes to approve the Merger Proposal, or to ensure that any supplement or amendment to the joint proxy statement/prospectus is timely provided to holders of Synovus common stock. Corporate Governance |
Other | For | FOR 11 funds |
Split 2 FOR, 2 ABSTAIN |
| SYSCO CORPORATION | November 14, 2025 | To consider a stockholder proposal to adopt a policy requiring that the Board Chair and CEO roles be separate positions held by different people. Corporate Governance |
Other | Against | AGAINST 14 funds |
Split 1 FOR, 5 AGAINST, 3 ABSTAIN |
| Saab AB | April 1, 2026 | Accounts and Reports Corporate Governance |
Other | For | FOR 5 funds |
Split 1 FOR, 1 ABSTAIN |
| Saab AB | April 1, 2026 | Agenda Corporate Governance |
Other | For | FOR 5 funds |
Split 1 FOR, 1 ABSTAIN |
| Saab AB | April 1, 2026 | Board Size Corporate Governance |
Other | For | FOR 5 funds |
Split 1 FOR, 1 ABSTAIN |
| Saab AB | April 1, 2026 | Compliance with the Rules of Convocation Corporate Governance |
Other | For | FOR 5 funds |
Split 1 FOR, 1 ABSTAIN |
| Saab AB | April 1, 2026 | Elect Marcus Wallenberg as Chair Corporate Governance |
Other | For | AGAINST 5 funds |
Split 1 FOR, 1 ABSTAIN |
| Saab AB | April 1, 2026 | Election of Presiding Chair Corporate Governance |
Other | For | FOR 5 funds |
Split 1 FOR, 1 ABSTAIN |
| Saab AB | April 1, 2026 | Ratify Anders Ynnerman Corporate Governance |
Other | For | FOR 5 funds |
Split 1 FOR, 1 ABSTAIN |
| Saab AB | April 1, 2026 | Ratify Bert Nordberg Corporate Governance |
Other | For | FOR 5 funds |
Split 1 FOR, 1 ABSTAIN |
| Saab AB | April 1, 2026 | Ratify Danica Kragic Jensfelt Corporate Governance |
Other | For | FOR 5 funds |
Split 1 FOR, 1 ABSTAIN |
| Saab AB | April 1, 2026 | Ratify Erika Soderberg Johnsson Corporate Governance |
Other | For | FOR 5 funds |
Split 1 FOR, 1 ABSTAIN |
| Saab AB | April 1, 2026 | Ratify Goran Andersson 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 October 25, 2026 from SEC Form N-PX filings.