Home › Asset managers › Compare 2025-2026 › Charles Schwab vs Equitable
Charles Schwab 2025-2026 · Equitable 2025-2026 · Download the item list (CSV)
| Common items | Same | Differ | Split (not in %) | Same position | Fund-level | |
|---|---|---|---|---|---|---|
| All ballot items | 18,001 | 14,939 | 527 | 2,535 | 96.6% | 92.9% |
| Board proposals | 16,525 | 13,903 | 466 | 2,156 | 96.8% | 93.4% |
| E&S shareholder proposals | 173 | 86 | 4 | 83 | 95.6% | 85.5% |
| Other items | 1,303 | 950 | 57 | 296 | 94.3% | 87.8% |
Everything Voted differently Split votes
All ballot items Board proposals E&S shareholder proposals Other items
2,156 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 | Equitable |
|---|---|---|---|---|---|---|
| CIVITAS RESOURCES, INC. | January 27, 2026 | To approve, on a non-binding advisory basis, the compensation that may be paid or become payable to Civitas' named executive officers in connection with the mergers (as defined in the joint proxy statement/prospectus). Say-on-Pay |
Board | For | FOR 12 funds |
Split 7 FOR, 1 AGAINST |
| CLARITEV CORPORATION | April 29, 2026 | Advisory vote to approve the compensation of our named executive officers. Say-on-Pay |
Board | For | AGAINST 8 funds |
Split 4 FOR, 1 AGAINST |
| CLARITEV CORPORATION | April 29, 2026 | Approval of the Amendment to the Claritev Corporation 2020 Omnibus Incentive Plan. Compensation |
Board | For | FOR 7 funds |
Split 4 FOR, 1 AGAINST |
| CLEVELAND-CLIFFS INC. | May 14, 2026 | Approval, on an advisory basis, of Cleveland-Cliffs Inc.'s named executive officers' compensation. Say-on-Pay |
Board | For | FOR 12 funds |
Split 7 FOR, 1 AGAINST |
| CLOUDFLARE, INC. | June 30, 2026 | Approval and adoption of amendments to implement a stock split in which (i) each share of Class A common stock would become one share of Class A common stock and one share of Class C common stock; and (ii) each share of Class B common stock would become one share of Class B common stock and one share of Class C common stock. Capital Structure |
Board | For | AGAINST 8 funds |
Split 3 FOR, 6 AGAINST |
| CLOUDFLARE, INC. | June 30, 2026 | Approval and adoption of amendments to increase the number of authorized shares of Class A common stock from 2,250,000,000 to 4,500,000,000. Capital Structure |
Board | For | AGAINST 8 funds |
Split 3 FOR, 6 AGAINST |
| CLOUDFLARE, INC. | June 30, 2026 | Approval and adoption of amendments to provide for the equal treatment of shares of Class A common stock, Class B common stock, and Class C common stock in connection with dividends and distributions, certain transactions, and upon our liquidation, dissolution, or winding up. Capital Structure |
Board | For | AGAINST 8 funds |
Split 3 FOR, 6 AGAINST |
| CLOUDFLARE, INC. | June 30, 2026 | Approval of the amendment and restatement of our 2019 Equity Incentive Plan. Compensation |
Board | For | AGAINST 8 funds |
Split 1 FOR, 6 AGAINST |
| CLOUDFLARE, INC. | June 30, 2026 | Approval of the amendment and restatement of our Amended and Restated 2019 Employee Stock Purchase Plan. Compensation |
Board | For | AGAINST 8 funds |
Split 3 FOR, 6 AGAINST |
| CLOUDFLARE, INC. | June 30, 2026 | Approval, on an advisory basis, of the compensation of our named executive officers. Say-on-Pay |
Board | For | AGAINST 10 funds |
Split 3 FOR, 6 AGAINST |
| CME GROUP INC | June 9, 2026 | Advisory vote on the compensation of our named executive officers. Say-on-Pay |
Board | For | FOR 15 funds |
Split 17 FOR, 1 AGAINST |
| CME GROUP INC. | June 9, 2026 | Ratification of the appointment of Ernst & Young LLP as our independent registered public accounting firm for 2026. Audit-related |
Board | For | FOR 14 funds |
Split 17 FOR, 1 AGAINST |
| CMS ENERGY CORPORATION | May 8, 2026 | Approve, on an advisory basis, the Company's executive compensation. Say-on-Pay |
Board | For | FOR 14 funds |
Split 16 FOR, 2 AGAINST |
| COGENT COMMUNICATIONS HOLDINGS, INC. | May 1, 2026 | To hold an advisory vote to approve named executive officer compensation. Compensation |
Board | For | AGAINST 8 funds |
Split 3 FOR, 3 AGAINST |
| COGNIZANT TECHNOLOGY SOLUTIONS CORP. | June 2, 2026 | Approval, on an advisory (non-binding) basis, of the compensation of the Company's named executive officers (say-on-pay). Say-on-Pay |
Board | For | FOR 15 funds |
Split 20 FOR, 1 AGAINST |
| COGNIZANT TECHNOLOGY SOLUTIONS CORP. | June 2, 2026 | Ratification of the appointment of PricewaterhouseCoopers LLP as the Company's independent registered public accounting firm for the year ending December 31, 2026. Audit-related |
Board | For | FOR 13 funds |
Split 19 FOR, 1 AGAINST |
| COHERUS ONCOLOGY, INC. | May 29, 2026 | To approve an increase in the number of shares of our common stock reserved for issuance under the Amended and Restated 2014 Equity Incentive Award Plan. Compensation |
Board | For | FOR 4 funds |
Split 5 FOR, 1 AGAINST |
| COLGATE-PALMOLIVE COMPANY | May 8, 2026 | Advisory vote on executive compensation. Say-on-Pay |
Board | For | FOR 15 funds |
Split 20 FOR, 1 AGAINST |
| COLGATE-PALMOLIVE COMPANY | May 8, 2026 | Ratify selection of PricewaterhouseCoopers LLP as Colgate's independent registered public accounting firm. Audit-related |
Board | For | FOR 13 funds |
Split 20 FOR, 1 AGAINST |
| COLUMBIA SPORTSWEAR COMPANY | June 10, 2026 | To approve the Columbia Sportswear Company Amended and Restated 2020 Stock Incentive Plan. Compensation |
Board | For | FOR 8 funds |
Split 3 FOR, 4 AGAINST |
| COMCAST CORPORATION | June 10, 2026 | Advisory vote on executive compensation Say-on-Pay |
Board | For | AGAINST 17 funds |
Split 1 FOR, 16 AGAINST |
| COMERICA INCORPORATED | January 6, 2026 | Proposal to approve, on an advisory (non-binding) basis, the merger-related compensation payments that will or may be paid to Comerica's named executive officers in connection with the first merger. Say-on-Pay |
Board | For | FOR 14 funds |
Split 8 FOR, 1 AGAINST |
| COMMSCOPE HOLDING COMPANY, INC. | October 16, 2025 | A proposal to adopt the Purchase Agreement and approve the transactions contemplated thereby, including the CCS Sale Transaction (the ''CCS Sale Proposal''). Extraordinary Transactions |
Board | For | FOR 8 funds |
Split 5 FOR, 3 ABSTAIN |
| COMPASS MINERALS INTERNATIONAL, INC. | March 5, 2026 | Approve, on an advisory basis, the compensation of our named executive officers. Say-on-Pay |
Board | For | AGAINST 8 funds |
Split 4 FOR, 1 AGAINST |
| COMPOSECURE, INC. | December 23, 2025 | To approve the issuance of CompoSecure's Class A Common Stock, par value $0.0001 per share, in connection with the transactions contemplated by, and pursuant to the terms of, the Share Purchase Agreement (as it may be amended from time to time, the ''Transaction Agreement'') that we and certain of our subsidiaries entered into on November 2, 2025 with Husky Technologies Limited (''Husky''), Platinum Equity Advisors, LLC (''Platinum''), certain entitles affiliated with Platinum and certain members of Husky management, and the Purchase Agreements we entered into with certain institutional and other investors in connection with such transactions (the ''Stock Issuance Proposal''). Extraordinary Transactions |
Board | For | FOR 4 funds |
Split 6 FOR, 2 ABSTAIN |
| COMPX INTERNATIONAL INC. | May 20, 2026 | Election of Directors: Gina A. Norris Director Elections |
Board | For | FOR 1 fund |
Split 4 FOR, 1 WITHHOLD |
| COMPX INTERNATIONAL INC. | May 20, 2026 | Election of Directors: Loretta J. Feehan Director Elections |
Board | For | FOR 1 fund |
Split 4 FOR, 1 WITHHOLD |
| COMPX INTERNATIONAL INC. | May 20, 2026 | Election of Directors: Mary A. Tidlund Director Elections |
Board | For | FOR 1 fund |
Split 4 FOR, 1 WITHHOLD |
| COMPX INTERNATIONAL INC. | May 20, 2026 | Election of Directors: Michael S. Simmons Director Elections |
Board | For | FOR 1 fund |
Split 4 FOR, 1 WITHHOLD |
| COMPX INTERNATIONAL INC. | May 20, 2026 | Election of Directors: Scott C. James Director Elections |
Board | For | FOR 1 fund |
Split 4 FOR, 1 WITHHOLD |
| COMPX INTERNATIONAL INC. | May 20, 2026 | Election of Directors: Terri L. Herrington Director Elections |
Board | For | WITHHOLD 1 fund |
Split 4 FOR, 1 WITHHOLD |
| COMPX INTERNATIONAL INC. | May 20, 2026 | Election of Directors: Thomas E. Barry Director Elections |
Board | For | FOR 1 fund |
Split 4 FOR, 1 WITHHOLD |
| COMPX INTERNATIONAL INC. | May 20, 2026 | Nonbinding advisory vote approving named executive officer compensation. Say-on-Pay |
Board | For | FOR 2 funds |
Split 4 FOR, 1 AGAINST |
| CONCENTRIX CORPORATION | March 25, 2026 | Approval of an amendment to the Company's 2020 Stock Incentive Plan to increase the number of shares available for issuance. Compensation |
Board | For | FOR 8 funds |
Split 2 FOR, 4 AGAINST |
| CONFLUENT, INC. | February 12, 2026 | To approve, on a non-binding, advisory basis, the compensation that will or may become payable by Confluent, Inc. to its named executive officers in connection with the merger contemplated by the merger agreement. Say-on-Pay |
Board | For | FOR 10 funds |
Split 2 FOR, 4 AGAINST |
| CONSOLIDATED EDISON, INC. | May 18, 2026 | Advisory vote to approve named executive officer compensation. Say-on-Pay |
Board | For | FOR 15 funds |
Split 18 FOR, 1 AGAINST |
| CONSOLIDATED EDISON, INC. | May 18, 2026 | Election of Directors: Deirdre Stanley Director Elections |
Board | For | FOR 13 funds |
Split 18 FOR, 1 AGAINST |
| CONSOLIDATED EDISON, INC. | May 18, 2026 | Election of Directors: John F. Killian Director Elections |
Board | For | FOR 13 funds |
Split 18 FOR, 1 AGAINST |
| CONSOLIDATED EDISON, INC. | May 18, 2026 | Election of Directors: Karol V. Mason Director Elections |
Board | For | FOR 13 funds |
Split 18 FOR, 1 AGAINST |
| CONSOLIDATED EDISON, INC. | May 18, 2026 | Election of Directors: Linda S. Sanford Director Elections |
Board | For | FOR 13 funds |
Split 18 FOR, 1 AGAINST |
| CONSOLIDATED EDISON, INC. | May 18, 2026 | Election of Directors: Michael W. Ranger Director Elections |
Board | For | FOR 13 funds |
Split 18 FOR, 1 AGAINST |
| CONSOLIDATED EDISON, INC. | May 18, 2026 | Election of Directors: Timothy P. Cawley Director Elections |
Board | For | FOR 13 funds |
Split 18 FOR, 1 AGAINST |
| CONSOLIDATED EDISON, INC. | May 18, 2026 | Ratification of appointment of independent accountants. Audit-related |
Board | For | FOR 13 funds |
Split 18 FOR, 1 AGAINST |
| CONSOLIDATED WATER CO. LTD. | June 1, 2026 | The approval of an Ordinary Resolution, attached as Exhibit A to the Proxy Statement, authorizing an increase of the share capital of the Company from (i) CI$12.5 million divided into 24,800,000 Ordinary Shares of par value CI$0.50 each and 200,000 Redeemable Preference Shares of par value CI$0.50 each to (ii) CI$25 million divided into 49,800,000 Ordinary Shares of par value CI$0.50 each and 200,000 Redeemable Preference Shares of par value CI$0.50. Capital Structure |
Board | For | FOR 2 funds |
Split 5 FOR, 1 AGAINST |
| CONSTELLATION BRANDS, INC. | July 15, 2025 | To approve, by an advisory vote, the compensation of the Company's named executive officers as disclosed in the Proxy Statement. Say-on-Pay |
Board | For | FOR 17 funds |
Split 16 FOR, 2 AGAINST |
| CONSTELLIUM SE | May 21, 2026 | Re-appointment of Mr. John Ormerod as a director for a term of three years Director Elections |
Board | For | FOR 4 funds |
Split 4 FOR, 2 AGAINST |
| CONSUMER PORTFOLIO SERVICES, INC. | November 19, 2025 | To approve the Company's 2025 Equity Incentive Plan. Compensation |
Board | For | FOR 2 funds |
Split 4 FOR, 1 AGAINST |
| CONTANGO ORE, INC. | March 17, 2026 | The Share Increase Proposal - To approve the increase of the number of authorized Contango Shares from 45,000,000 shares to 250,000,000 shares and the related amendment to the Certificate of Incorporation of Contango, as amended (the "Charter") that will be set forth in a Certificate of Amendment to the Charter. Capital Structure |
Board | For | FOR 2 funds |
Split 4 FOR, 1 AGAINST |
| CONTANGO SILVER & GOLD INC. | June 18, 2026 | Election of Directors: Brad Juneau Director Elections |
Board | For | WITHHOLD 2 funds |
Split 1 FOR, 4 WITHHOLD |
| CONTANGO SILVER & GOLD INC. | June 18, 2026 | Election of Directors: Michael Cinnamond Director Elections |
Board | For | FOR 2 funds |
Split 4 FOR, 1 WITHHOLD |
| COPART, INC. | December 5, 2025 | To approve, on an advisory (non-binding) basis, the compensation of our named executive officers for the fiscal year ended July 31, 2025. Say-on-Pay |
Board | For | FOR 15 funds |
Split 19 FOR, 1 AGAINST |
| CORCEPT THERAPEUTICS INCORPORATED | May 21, 2026 | To approve an amendment to the Corcept Therapeutics Incorporated 2024 Incentive Award Plan to increase the number of shares available thereunder and clarify certain other language in the plan. Compensation |
Board | For | AGAINST 11 funds |
Split 1 FOR, 3 AGAINST |
| CORE LABORATORIES INC. | May 12, 2026 | To re-elect two current Class I Directors to serve under the terms and conditions described within the proxy statement until our annual meeting in 2029 and until their successors shall have been duly elected and qualified; Harvey Klingensmith Director Elections |
Board | For | FOR 7 funds |
Split 3 FOR, 1 WITHHOLD |
| CORE MOLDING TECHNOLOGIES, INC. | May 14, 2026 | To approve an amendment to the Core Molding Technologies, Inc. 2021 Long-Term Equity Incentive Plan. Compensation |
Board | For | FOR 2 funds |
Split 6 FOR, 1 AGAINST |
| CORE SCIENTIFIC, INC. | May 12, 2026 | To approve, on a non-binding, advisory basis, the compensation of our named executive officers. Say-on-Pay |
Board | For | AGAINST 6 funds |
Split 4 FOR, 3 AGAINST |
| CORPAY, INC. | May 7, 2026 | Advisory vote to approve named executive officer compensation. Say-on-Pay |
Board | For | AGAINST 15 funds |
Split 2 FOR, 16 AGAINST |
| CORPAY, INC. | May 7, 2026 | Elect Directors nominated by the Board of Directors for a one-year term: Annabelle Bexiga Director Elections |
Board | For | FOR 13 funds |
Split 16 FOR, 1 AGAINST |
| CORPAY, INC. | May 7, 2026 | Elect Directors nominated by the Board of Directors for a one-year term: Hala G. Moddelmog Director Elections |
Board | For | FOR 13 funds |
Split 16 FOR, 1 AGAINST |
| CORPAY, INC. | May 7, 2026 | Elect Directors nominated by the Board of Directors for a one-year term: Joseph W. Farrelly Director Elections |
Board | For | FOR 13 funds |
Split 1 FOR, 16 AGAINST |
| CORPAY, INC. | May 7, 2026 | Elect Directors nominated by the Board of Directors for a one-year term: Steven T. Stull Director Elections |
Board | For | FOR 13 funds |
Split 16 FOR, 1 AGAINST |
| CORPAY, INC. | May 7, 2026 | Elect Directors nominated by the Board of Directors for a one-year term: Thomas M. Hagerty Director Elections |
Board | For | FOR 13 funds |
Split 16 FOR, 1 AGAINST |
| CORTEVA INC. | April 28, 2026 | Advisory resolution to approve executive compensation of the Company's named executive officers. Say-on-Pay |
Board | For | FOR 15 funds |
Split 22 FOR, 1 AGAINST |
| CORVEL CORPORATION | August 7, 2025 | To approve the 2025 Stock Incentive Plan. Compensation |
Board | For | FOR 6 funds |
Split 3 FOR, 3 AGAINST |
| COSTAR GROUP, INC. | June 23, 2026 | Proposal to approve, on an advisory basis, the Company's executive compensation. Say-on-Pay |
Board | For | AGAINST 16 funds |
Split 20 FOR, 1 AGAINST |
| COSTCO WHOLESALE CORPORATION | January 15, 2026 | Ratification of selection of independent auditors. Audit-related |
Board | For | FOR 13 funds |
Split 17 FOR, 1 AGAINST |
| COTERRA ENERGY INC. | May 4, 2026 | To adopt and approve the Agreement and Plan of Merger, dated as of February 1, 2026 (as amended from time to time, the ''Merger Agreement''), by and among Coterra Energy Inc. (''Coterra''), Devon Energy Corporation (''Devon'') and Cubs Merger Sub, Inc., a Delaware corporation and a direct wholly-owned subsidiary of Devon (''Merger Sub''), the merger of Merger Sub into Coterra (the ''merger'') and the other transactions contemplated by the Merger Agreement (the ''Coterra Merger Proposal''); Extraordinary Transactions |
Board | For | FOR 14 funds |
Split 11 FOR, 8 ABSTAIN |
| COTERRA ENERGY INC. | May 4, 2026 | To approve, on a non-binding advisory basis, the compensation that may be paid or become payable to Coterra's named executive officers that is based on or otherwise relates to the merger (the ''Advisory Compensation Proposal''); and Say-on-Pay |
Board | For | FOR 15 funds |
Split 19 FOR, 1 AGAINST |
| COUCHBASE, INC. | September 9, 2025 | To adopt the Agreement and Plan of Merger (as it may be amended from time to time), dated as of June 20, 2025, by and among Cascade Parent Inc., Cascade Merger Sub Inc., and Couchbase, Inc. (the "merger agreement"). Extraordinary Transactions |
Board | For | FOR 4 funds |
Split 4 FOR, 1 ABSTAIN |
| CRACKER BARREL OLD COUNTRY STORE, INC. | November 20, 2025 | To approve an amendment to the Cracker Barrel Old Country Store, Inc. 2020 Omnibus Incentive Plan. Compensation |
Board | Contested | FOR 7 funds |
Split 5 FOR, 1 AGAINST |
| CREDIT ACCEPTANCE CORPORATION | June 10, 2026 | Advisory vote to approve named executive officer compensation. Say-on-Pay |
Board | For | FOR 13 funds |
Split 2 FOR, 5 AGAINST |
| CRESCENT ENERGY COMPANY | December 12, 2025 | To approve the issuance of shares of Class A common stock, par value $0.0001 per share, of Crescent Energy Company ("Crescent") in connection with the transactions contemplated by that certain Agreement and Plan of Merger, dated August 24, 2025, by and among Crescent, Vital Energy, Inc., Venus Merger Sub I Inc. and Venus Merger Sub II LLC (the "Crescent Issuance Proposal"). Extraordinary Transactions |
Board | For | FOR 7 funds |
Split 3 FOR, 1 ABSTAIN |
| CRINETICS PHARMACEUTICALS, INC. | June 18, 2026 | To elect three directors to serve as Class II directors for a three-year term to expire at the 2029 annual meeting of shareholders; Caren Deardorf Director Elections |
Board | For | FOR 4 funds |
Split 4 FOR, 3 WITHHOLD |
| CRISPR THERAPEUTICS AG | June 4, 2026 | Binding vote on maximum equity for members of the Board of Directors from the 2026 Annual General Meeting to the 2027 annual general meeting of shareholders. Compensation |
Board | For | AGAINST 5 funds |
Split 3 FOR, 4 AGAINST |
| CRISPR THERAPEUTICS AG | June 4, 2026 | Binding vote on maximum equity for members of the Executive Committee from the 2026 Annual General Meeting to the 2027 annual general meeting of shareholders. Compensation |
Board | For | AGAINST 5 funds |
Split 3 FOR, 4 AGAINST |
| CRISPR THERAPEUTICS AG | June 4, 2026 | Binding vote on maximum non- performance-related compensation for members of the Board of Directors from the 2026 Annual General Meeting to the 2027 annual general meeting of shareholders. Compensation |
Board | For | FOR 5 funds |
Split 5 FOR, 2 AGAINST |
| CRISPR THERAPEUTICS AG | June 4, 2026 | Binding vote on maximum variable compensation for members of the Executive Committee for the current year ending December 31, 2026. Compensation |
Board | For | FOR 5 funds |
Split 5 FOR, 2 AGAINST |
| CRISPR THERAPEUTICS AG | June 4, 2026 | Non-binding advisory vote on the 2025 Compensation Report. Say-on-Pay |
Board | For | AGAINST 5 funds |
Split 3 FOR, 4 AGAINST |
| CRISPR THERAPEUTICS AG | June 4, 2026 | Non-binding advisory vote on the compensation paid to the Company's named executive officers under U.S. securities law requirements. Say-on-Pay |
Board | For | AGAINST 6 funds |
Split 3 FOR, 4 AGAINST |
| CRISPR THERAPEUTICS AG | June 4, 2026 | Re-election of Briggs W. Morrison, M.D. Director Elections |
Board | For | FOR 5 funds |
Split 3 FOR, 4 AGAINST |
| CRISPR THERAPEUTICS AG | June 4, 2026 | Re-election of Christian Rommel, Ph.D. Director Elections |
Board | For | FOR 5 funds |
Split 6 FOR, 2 AGAINST |
| CRISPR THERAPEUTICS AG | June 4, 2026 | Re-election of Douglas A. Treco, Ph.D. Director Elections |
Board | For | FOR 5 funds |
Split 2 FOR, 5 AGAINST |
| CRISPR THERAPEUTICS AG | June 4, 2026 | Re-election of Katherine A. High, M.D. Director Elections |
Board | For | FOR 5 funds |
Split 6 FOR, 2 AGAINST |
| CRISPR THERAPEUTICS AG | June 4, 2026 | Re-election of Maria Fardis, Ph.D. Director Elections |
Board | For | FOR 5 funds |
Split 6 FOR, 2 AGAINST |
| CRISPR THERAPEUTICS AG | June 4, 2026 | Re-election of Sandesh Mahatme, LL.M. Director Elections |
Board | For | AGAINST 5 funds |
Split 6 FOR, 2 AGAINST |
| CRISPR THERAPEUTICS AG | June 4, 2026 | Re-election of Simeon J. George, M.D. Director Elections |
Board | For | FOR 5 funds |
Split 6 FOR, 2 AGAINST |
| CROWN CASTLE INC. | May 20, 2026 | The non-binding, advisory vote to approve the compensation of the Company's named executive officers. Say-on-Pay |
Board | For | FOR 16 funds |
Split 18 FOR, 1 AGAINST |
| CSG SYSTEMS INTERNATIONAL, INC. | January 30, 2026 | To approve, on a non-binding, advisory basis, the compensation that may be paid or become payable to the named executive officers of CSG in connection with the consummation of the merger; and Say-on-Pay |
Board | For | FOR 8 funds |
Split 3 FOR, 4 AGAINST |
| CSX CORPORATION | May 12, 2026 | Advisory (non-binding) resolution to approve compensation for the Company's named executive officers. Say-on-Pay |
Board | For | FOR 14 funds |
Split 16 FOR, 2 AGAINST |
| CSX Corporation | May 12, 2026 | Election of Directors: John J. Zillmer Director Elections |
Board | For | FOR 12 funds |
Split 5 FOR, 13 AGAINST |
| CTO REALTY GROWTH, INC. | June 17, 2026 | Election of Directors: Mr. Christopher J. Drew Director Elections |
Board | For | FOR 4 funds |
Split 4 FOR, 1 ABSTAIN |
| CTO REALTY GROWTH, INC. | June 17, 2026 | Election of Directors: Mr. Christopher W. Haga Director Elections |
Board | For | FOR 4 funds |
Split 4 FOR, 1 ABSTAIN |
| CTO REALTY GROWTH, INC. | June 17, 2026 | Election of Directors: Mr. George R. Brokaw Director Elections |
Board | For | AGAINST 4 funds |
Split 4 FOR, 1 ABSTAIN |
| CTO REALTY GROWTH, INC. | June 17, 2026 | Election of Directors: Mr. R. Blakeslee Gable Director Elections |
Board | For | FOR 4 funds |
Split 4 FOR, 1 ABSTAIN |
| CTO REALTY GROWTH, INC. | June 17, 2026 | Election of Directors: Ms. Laura M. Franklin Director Elections |
Board | For | FOR 4 funds |
Split 4 FOR, 1 ABSTAIN |
| CUBESMART | May 19, 2026 | To cast an advisory vote to approve our executive compensation. Say-on-Pay |
Board | For | FOR 15 funds |
Split 2 FOR, 5 AGAINST, 1 ABSTAIN |
| CUMMINS INC. | May 12, 2026 | Advisory vote to approve the compensation of our named executive officers as disclosed in the proxy statement. Say-on-Pay |
Board | For | FOR 15 funds |
Split 20 FOR, 1 AGAINST |
| CUSTOMERS BANCORP, INC. | May 26, 2026 | Election of three Class III Directors: Steven J. Zuckerman Director Elections |
Board | For | FOR 9 funds |
Split 4 FOR, 1 AGAINST |
| CUSTOMERS BANCORP, INC. | May 26, 2026 | To approve a non-binding advisory resolution on named executive officer compensation. Say-on-Pay |
Board | For | FOR 10 funds |
Split 4 FOR, 1 AGAINST |
| Cable One, Inc. | May 14, 2026 | Election of Directors: Katharine B. Weymouth Director Elections |
Board | For | FOR 7 funds |
Split 4 FOR, 2 AGAINST |
| Cadiz Inc. | June 18, 2026 | ELECTION OF DIRECTORS: Barbara A. Lloyd Director Elections |
Board | For | FOR 2 funds |
Split 4 FOR, 1 WITHHOLD |
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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.