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 | 174 | 86 | 4 | 84 | 95.6% | 85.2% |
| Other items | 1,302 | 950 | 57 | 295 | 94.3% | 87.8% |
Everything Voted differently Split votes
All ballot items Board proposals E&S shareholder proposals Other items
295 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 |
|---|---|---|---|---|---|---|
| ABBVIE INC. | May 8, 2026 | Stockholder Proposal - to Adopt a Policy to Require an Independent Chair Corporate Governance |
Other | Against | AGAINST 16 funds |
Split 2 FOR, 21 AGAINST |
| ACUREN CORPORATION | July 31, 2025 | Approve any adjournment of the Annual Meeting to a later date or dates, if necessary or appropriate, to permit further solicitation and vote of proxies in the event there are insufficient votes for, or otherwise in connection with, the approval of the Acuren Stock Issuance Proposal. Corporate Governance |
Other | For | FOR 3 funds |
Split 4 FOR, 1 ABSTAIN |
| ADOBE INC. | April 15, 2026 | Stockholder Proposal Regarding Vote on Golden Parachutes. Compensation |
Other | Against | AGAINST 12 funds |
Split 2 FOR, 18 AGAINST |
| ADVANCED MICRO DEVICES, INC. | May 13, 2026 | Stockholder proposal requesting changes to the stockholder right to call a special meeting. Shareholder Rights and Defenses |
Other | Against | AGAINST 14 funds |
Split 10 FOR, 13 AGAINST |
| AEBI SCHMIDT HOLDING AG | May 21, 2026 | Approval of the Swiss Statutory Non-Financial Matters Report Other Social Issues |
Other | For | FOR 4 funds |
Split 7 FOR, 1 ABSTAIN |
| AFLAC INCORPORATED | May 4, 2026 | Independent Board Chairman Corporate Governance |
Other | Against | AGAINST 13 funds |
Split 1 FOR, 16 AGAINST |
| AGCO CORPORATION | April 23, 2026 | Stockholder proposal regarding giving stockholders an ability to call for a special stockholder meeting, if properly presented at the meeting. Shareholder Rights and Defenses |
Other | Against | AGAINST 12 funds |
Split 4 FOR, 3 AGAINST |
| AIR LEASE CORPORATION | December 18, 2025 | Proposal to approve the adjournment of the special meeting, if necessary or appropriate, 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 11 funds |
Split 3 FOR, 3 ABSTAIN |
| AKOYA BIOSCIENCES, INC. | July 7, 2025 | To approve adjournments of the Akoya Special Meeting from time to time, if necessary or appropriate, including to solicit additional proxies in favor of the Akoya Merger Proposal if there are insufficient votes at the time of such adjournment to approve such proposal. Corporate Governance |
Other | For | FOR 1 fund |
Split 4 FOR, 1 ABSTAIN |
| ALBEMARLE CORPORATION | May 5, 2026 | Shareholder Proposal regarding shareholders ability to call for a special shareholder meeting. Corporate Governance |
Other | Against | AGAINST 14 funds |
Split 11 FOR, 7 AGAINST |
| ALIGN TECHNOLOGY, INC. | May 20, 2026 | Ratification of Special Meeting Provision in our Bylaws Shareholder Rights and Defenses |
Other | For | FOR 14 funds |
Split 10 FOR, 7 AGAINST |
| ALLY FINANCIAL INC. | May 6, 2026 | Shareholder Proposal to Reduce Threshold for Shareholders to Call Special Meetings. Shareholder Rights and Defenses |
Other | Against | AGAINST 13 funds |
Split 6 FOR, 4 AGAINST |
| ALPHABET INC. | June 5, 2026 | Shareholder proposal regarding equal shareholder voting Shareholder Rights and Defenses |
Other | Against | FOR 16 funds |
Split 26 FOR, 2 AGAINST |
| ALTIMMUNE INC. | September 25, 2025 | Approve the authorization to adjourn the Annual Meeting, if necessary or appropriate, to solicit additional proxies in favor of the foregoing proposals if there are not sufficient votes to approve the proposals. Corporate Governance |
Other | For | FOR 2 funds |
Split 4 FOR, 1 AGAINST |
| AMAZON.COM, INC. | May 20, 2026 | SHAREHOLDER PROPOSAL REQUESTING A MANDATORY INDEPENDENT BOARD CHAIR POLICY Corporate Governance |
Other | Against | AGAINST 15 funds |
Split 1 FOR, 28 AGAINST |
| AMC ENTERTAINMENT HOLDINGS, INC. | December 10, 2025 | Proposal to approve one or more adjournments of the Annual Meeting, if necessary, to permit further solicitation of proxies if there are insufficient votes to adopt the foregoing proposals. Corporate Governance |
Other | For | FOR 7 funds |
Split 3 FOR, 1 AGAINST |
| AMERICAN AIRLINES GROUP INC. | June 10, 2026 | Advisory vote on stockholder proposal for stockholder right to act by written consent, if properly presented Shareholder Rights and Defenses |
Other | Against | AGAINST 13 funds |
Split 6 FOR, 3 AGAINST |
| AMERICAN WATER WORKS COMPANY, INC. | May 13, 2026 | Approval of an amendment to the American Water Works Company, Inc. Restated Certificate of Incorporation to provide for officer exculpation. Director Elections |
Other | For | FOR 13 funds |
Split 20 FOR, 1 AGAINST |
| AMERISAFE, INC. | June 10, 2026 | Approval of amendment to the Company's Certificate of Formation to provide for officer exculpation. Director Elections |
Other | For | FOR 8 funds |
Split 4 FOR, 1 AGAINST |
| AMGEN INC. | May 19, 2026 | Stockholder proposal to require an independent board chairman. Corporate Governance |
Other | Against | AGAINST 15 funds |
Split 1 FOR, 24 AGAINST |
| ANALOG DEVICES, INC. | March 11, 2026 | To consider a shareholder proposal, if properly presented at the Annual Meeting. Shareholder Rights and Defenses |
Other | Against | AGAINST 12 funds |
Split 9 FOR, 10 AGAINST |
| ANNALY CAPITAL MANAGEMENT, INC. | June 10, 2026 | Advisory stockholder proposal to adopt the right to act by written consent. Shareholder Rights and Defenses |
Other | Against | AGAINST 12 funds |
Split 4 FOR, 2 AGAINST |
| APPLIED DIGITAL CORPORATION | November 5, 2025 | Approve the adjournment of the Annual 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 any one or more of the foregoing proposals. Corporate Governance |
Other | For | FOR 5 funds |
Split 5 FOR, 2 AGAINST |
| APPLOVIN CORPORATION | June 3, 2026 | Approval of an amendment to our amended and restated certificate of incorporation to provide for officer exculpation as permitted by Delaware law. Director Elections |
Other | For | AGAINST 12 funds |
Split 7 FOR, 11 AGAINST |
| APPLOVIN CORPORATION | June 3, 2026 | Stockholder proposal regarding disclosure of voting results by class of shares, if properly presented at the meeting. Shareholder Rights and Defenses |
Other | Against | FOR 12 funds |
Split 9 FOR, 10 AGAINST |
| ARROW ELECTRONICS, INC. | May 12, 2026 | Shareholder proposal to provide shareholders with the ability to call a special shareholder meeting at a 10% ownership threshold. Shareholder Rights and Defenses |
Other | Against | AGAINST 12 funds |
Split 5 FOR, 2 AGAINST |
| ASBURY AUTOMOTIVE GROUP, INC. | May 4, 2026 | Stockholder proposal regarding special stockholder meetings. Shareholder Rights and Defenses |
Other | Against | AGAINST 7 funds |
Split 2 FOR, 3 AGAINST |
| ASSURANT, INC. | May 21, 2026 | Stockholder proposal regarding action by written consent. Shareholder Rights and Defenses |
Other | Against | AGAINST 14 funds |
Split 7 FOR, 8 AGAINST |
| AT&T INC. | May 14, 2026 | Approve Amendment to Restated Certificate of Incorporation to Provide for Officer Exculpation Director Elections |
Other | For | FOR 12 funds |
Split 17 FOR, 1 AGAINST |
| AUTODESK, INC. | June 17, 2026 | Approval of an amendment of our Amended and Restated Certificate of Incorporation to provide for officer exculpation as permitted by Delaware law. Director Elections |
Other | For | AGAINST 12 funds |
Split 18 FOR, 3 AGAINST |
| AUTODESK, INC. | June 17, 2026 | Stockholder proposal requesting amendment to stockholder special meeting right. Shareholder Rights and Defenses |
Other | Against | AGAINST 12 funds |
Split 11 FOR, 8 AGAINST |
| AVADEL PHARMACEUTICALS PLC | January 12, 2026 | Ordinary resolution to approve any motion by the Chair to adjourn the Extraordinary General Meeting, or any adjournments thereof, to another time and place if necessary or appropriate to solicit additional proxies if there are insufficient votes at the time of the Extraordinary General Meeting to approve resolutions 1 and 2. Corporate Governance |
Other | For | FOR 4 funds |
Split 4 FOR, 2 ABSTAIN |
| AVADEL PHARMACEUTICALS PLC | January 12, 2026 | Special resolution to approve an amendment to the Articles of Association of Avadel so that any Avadel Shares that are issued on or after the Voting Record Time to persons other than Alkermes plc or its nominee(s) will either be subject to the Scheme or will be immediately and automatically acquired by Alkermes plc and/or its nominee(s) for the Scheme Consideration. Corporate Governance |
Other | For | FOR 4 funds |
Split 4 FOR, 2 ABSTAIN |
| AVIS BUDGET GROUP, INC. | May 20, 2026 | To vote, on an advisory basis, on a shareholder proposal to request that the Board of Directors take each step necessary so that each voting standard in our charter and bylaws that calls for a greater than simple majority vote be replaced by the applicable majority vote standard and to adjourn the applicable shareholder meeting, for up to 2 weeks, if the shareholder vote at such meeting fails to obtain the required 80% vote on the date of such meeting. Corporate Governance |
Other | Against | FOR 11 funds |
Split 4 FOR, 4 AGAINST |
| AXCELIS TECHNOLOGIES, INC. | February 6, 2026 | To approve the adjournment of the special meeting, if necessary or appropriate, to solicit additional proxies if there are insufficient votes to adopt the Axcelis Share Issuance Proposal. Corporate Governance |
Other | For | FOR 8 funds |
Split 4 FOR, 3 ABSTAIN |
| BAKKT HOLDINGS, INC. | October 31, 2025 | To approve the Adjournment Proposal. Corporate Governance |
Other | For | AGAINST 2 funds |
Split 2 FOR, 5 AGAINST |
| BAKKT, INC. | April 17, 2026 | To adjourn the Special Meeting, if necessary or appropriate in the view of the board of directors, including to solicit additional proxies if there are insufficient votes at the time of the Special Meeting to adopt proposal 1. Corporate Governance |
Other | For | FOR 2 funds |
Split 6 FOR, 1 ABSTAIN |
| BAXTER INTERNATIONAL INC. | May 5, 2026 | Approval of Amendment to the Baxter International Inc. Amended and Restated Certificate of Incorporation to Amend Board Size Corporate Governance |
Other | For | FOR 14 funds |
Split 8 FOR, 7 AGAINST |
| BIO-RAD LABORATORIES, INC. | April 21, 2026 | Stockholder proposal regarding dual class capital structure. Shareholder Rights and Defenses |
Other | Against | FOR 13 funds |
Split 8 FOR, 1 AGAINST |
| BJ'S WHOLESALE CLUB HOLDINGS, INC. | June 18, 2026 | Vote on a shareholder proposal regarding adopting a majority voting standard, if properly presented at the meeting. Shareholder Rights and Defenses |
Other | Against | FOR 13 funds |
Split 1 FOR, 11 AGAINST |
| BLUE FOUNDRY BANCORP | January 29, 2026 | A proposal to adjourn the Blue Foundry special meeting, if necessary or appropriate, to solicit additional proxies if there are not sufficient votes at the time of the Blue Foundry special meeting to approve and adopt the Blue Foundry merger proposal or to ensure that any supplement or amendment to the accompanying proxy statement/prospectus is timely provided to Blue Foundry stockholders. Corporate Governance |
Other | For | FOR 2 funds |
Split 4 FOR, 1 ABSTAIN |
| BOOKING HOLDINGS INC. | June 2, 2026 | Amendment of the Company's certificate of incorporation to provide for the exculpation of officers. Director Elections |
Other | For | FOR 16 funds |
Split 22 FOR, 2 AGAINST |
| BOSTON SCIENTIFIC CORPORATION | April 30, 2026 | Stockholder proposal titled "Give Shareholders the Ability to Call for a Special Shareholder Meeting." Corporate Governance |
Other | Against | AGAINST 16 funds |
Split 14 FOR, 7 AGAINST |
| BRISTOL-MYERS SQUIBB COMPANY | May 5, 2026 | Shareholder Proposal on the Adoption of a Board Policy that the Chairperson of the Board be an Independent Director Corporate Governance |
Other | Against | AGAINST 15 funds |
Split 1 FOR, 23 AGAINST |
| BUNGE GLOBAL SA | May 20, 2026 | If any modifications to agenda items or proposals identified in the invitation to the Virtual Annual General Meeting or other matters on which voting is permissible under Swiss law are properly presented at the Virtual Annual General Meeting for consideration, you hereby instruct the Independent Voting Representative, in the absence of other specific instructions, to vote your shares in accordance with the recommendations of the Board of Directors. Corporate Governance |
Other | For | AGAINST 14 funds |
Split 1 FOR, 18 AGAINST |
| Berry Corporation (bry) | December 15, 2025 | The Adjournment Proposal: To approve one or more adjournments of the special meeting of the stockholders of Berry, if necessary or appropriate, to permit solicitation of additional votes or proxies if there are not sufficient votes to approve the Merger Agreement Proposal. Corporate Governance |
Other | For | FOR 7 funds |
Split 5 FOR, 1 ABSTAIN |
| CALIX, INC. | May 14, 2026 | To hold an advisory vote on a stockholder proposal relating to a simple majority vote. Shareholder Rights and Defenses |
Other | Against | FOR 7 funds |
Split 8 FOR, 1 AGAINST |
| CAPITAL ONE FINANCIAL CORPORATION | May 8, 2026 | Stockholder proposal to require a shareholder vote on golden parachute arrangements. Compensation |
Other | Against | AGAINST 12 funds |
Split 2 FOR, 17 AGAINST |
| CARVANA CO. | May 5, 2026 | To vote upon one stockholder proposal, as described in the Proxy Statement. Corporate Governance |
Other | Against | AGAINST 10 funds |
Split 7 FOR, 11 AGAINST |
| CATERPILLAR INC. | June 10, 2026 | Shareholder Proposal - Shareholder Right to Act by Written Consent Shareholder Rights and Defenses |
Other | Against | AGAINST 16 funds |
Split 10 FOR, 11 AGAINST |
| CBOE GLOBAL MARKETS, INC. | May 14, 2026 | Stockholder proposal regarding shareholder right to act by written consent. Shareholder Rights and Defenses |
Other | Against | AGAINST 11 funds |
Split 8 FOR, 10 AGAINST |
| CBRE GROUP, INC. | May 21, 2026 | Stockholder proposal regarding our stockholders' ability to call special stockholder meetings. Shareholder Rights and Defenses |
Other | Against | AGAINST 16 funds |
Split 10 FOR, 10 AGAINST |
| CDW CORPORATION | May 21, 2026 | To approve the amendment to the Company's Certificate of Incorporation to permit stockholder action by written consent. Shareholder Rights and Defenses |
Other | For | FOR 14 funds |
Split 21 FOR, 1 AGAINST |
| CDW CORPORATION | May 21, 2026 | To consider and act upon the stockholder proposal, if properly presented at the meeting, regarding independent Board chair requirements. Corporate Governance |
Other | Against | AGAINST 14 funds |
Split 2 FOR, 19 AGAINST |
| CENTERPOINT ENERGY, INC. | April 16, 2026 | Approve CenterPoint Energy, Inc.'s Amended and Restated Certificate of Formation to provide for limited officer exculpation and make certain other immaterial updates. Director Elections |
Other | For | FOR 13 funds |
Split 8 FOR, 8 AGAINST |
| CF INDUSTRIES HOLDINGS, INC. | April 28, 2026 | Shareholder proposal regarding shareholder approval requirement for excessive golden parachutes, if properly presented at the meeting. Compensation |
Other | Against | AGAINST 15 funds |
Split 10 FOR, 6 AGAINST |
| CHEVRON CORPORATION | May 27, 2026 | Adopt an Independent Chair Corporate Governance |
Other | Against | AGAINST 14 funds |
Split 1 FOR, 23 AGAINST |
| CHURCH & DWIGHT CO., INC. | May 1, 2026 | Stockholder Proposal - Permit Stockholder Action by Written Consent. Shareholder Rights and Defenses |
Other | Against | AGAINST 13 funds |
Split 8 FOR, 10 AGAINST |
| CINTAS CORPORATION | October 28, 2025 | A shareholder proposal regarding support for shareholder ability to call for a special shareholder meeting. Shareholder Rights and Defenses |
Other | Against | AGAINST 12 funds |
Split 11 FOR, 8 AGAINST |
| CITY OFFICE REIT, INC. | October 16, 2025 | To approve any adjournment of the Special Meeting to a later date, if necessary, for the purpose of soliciting additional proxies if there are not sufficient votes at the Special Meeting to approve the Merger Proposal (the "Adjournment Proposal"). Corporate Governance |
Other | For | FOR 5 funds |
Split 4 FOR, 1 ABSTAIN |
| CLOUDFLARE, INC. | June 30, 2026 | Approval and adoption of amendments to require the approval of a majority of the independent directors then in office for any acquisition in which we would issue shares of Class C common stock as consideration for such acquisition with a fair market value in excess of $100,000,000. Corporate Governance |
Other | For | AGAINST 8 funds |
Split 3 FOR, 6 AGAINST |
| COLGATE-PALMOLIVE COMPANY | May 8, 2026 | Stockholder proposal entitled "Independent Board Chairman." Corporate Governance |
Other | Against | AGAINST 13 funds |
Split 1 FOR, 20 AGAINST |
| COLUMBIA SPORTSWEAR COMPANY | June 10, 2026 | Shareholder proposal regarding proxy access. Shareholder Rights and Defenses |
Other | Against | AGAINST 8 funds |
Split 4 FOR, 3 AGAINST |
| COMCAST CORPORATION | June 10, 2026 | Adopt policy to have an independent chair Corporate Governance |
Other | Against | AGAINST 14 funds |
Split 9 FOR, 7 AGAINST |
| COMMSCOPE HOLDING COMPANY, INC. | October 16, 2025 | A proposal to adjourn or postpone the Special Meeting, if necessary or appropriate, for the purpose of soliciting additional votes for the approval of the CCS Sale Proposal (the ''Adjournment Proposal''). Corporate Governance |
Other | For | FOR 8 funds |
Split 5 FOR, 3 ABSTAIN |
| CONOCOPHILLIPS | May 12, 2026 | Stockholder Proposal - Independent Board Chairman. Corporate Governance |
Other | Against | AGAINST 13 funds |
Split 2 FOR, 19 AGAINST |
| CORECARD CORPORATION | October 28, 2025 | Proposal to approve one or more adjournments of the Special Meeting, if necessary or appropriate, to permit solicitation of additional votes or proxies if there are not sufficient votes to approve the Merger Agreement Proposal (the ''Adjournment Proposal''). Corporate Governance |
Other | For | FOR 2 funds |
Split 5 FOR, 1 ABSTAIN |
| CORPAY, INC. | May 7, 2026 | Shareholder proposal regarding an independent Board Chair requirement, if properly presented at the meeting. Corporate Governance |
Other | Against | AGAINST 13 funds |
Split 7 FOR, 10 AGAINST |
| COTERRA ENERGY INC. | May 4, 2026 | To approve the adjournment of the Coterra Special Meeting, if necessary or appropriate, for the purpose of soliciting additional votes for the approval of the Coterra Merger Proposal (the ''Coterra Adjournment Proposal''). Corporate Governance |
Other | For | FOR 14 funds |
Split 11 FOR, 8 ABSTAIN |
| COUCHBASE, INC. | September 9, 2025 | To postpone or adjourn the special meeting, from time to time, to a later date or dates, if necessary or appropriate, including 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 4 funds |
Split 4 FOR, 1 ABSTAIN |
| CRACKER BARREL OLD COUNTRY STORE, INC. | November 20, 2025 | To ratify, on an advisory basis, the inclusion of the Ineligibility Provision in the Company's bylaws. Corporate Governance |
Other | Contested | AGAINST 7 funds |
Split 4 FOR, 2 AGAINST |
| CRACKER BARREL OLD COUNTRY STORE, INC. | November 20, 2025 | To ratify, on an advisory basis, the inclusion of the Mutual Reimbursement Provision in the Company's bylaws. Corporate Governance |
Other | Contested | AGAINST 7 funds |
Split 4 FOR, 2 AGAINST |
| CRESCENT ENERGY COMPANY | December 12, 2025 | To approve one or more adjournments of the Crescent special meeting to a later date or dates, 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 Crescent Issuance Proposal. Corporate Governance |
Other | For | FOR 7 funds |
Split 3 FOR, 1 ABSTAIN |
| CROWDSTRIKE HOLDINGS, INC. | June 17, 2026 | To approve an amendment and restatement of CrowdStrike's amended and restated certificate of incorporation to limit officer liability as permitted by Delaware law. Director Elections |
Other | For | AGAINST 13 funds |
Split 17 FOR, 4 AGAINST |
| CROWDSTRIKE HOLDINGS, INC. | June 17, 2026 | To ratify, on an advisory basis, supermajority voting provisions in CrowdStrike's amended and restated certificate of incorporation and amended and restated bylaws. Shareholder Rights and Defenses |
Other | For | AGAINST 13 funds |
Split 2 FOR, 18 AGAINST |
| CROWN HOLDINGS, INC. | April 30, 2026 | Consideration of a Shareholder proposal regarding Shareholder right to act by written consent. Shareholder Rights and Defenses |
Other | Against | AGAINST 12 funds |
Split 4 FOR, 2 AGAINST |
| CUMMINS INC. | May 12, 2026 | Shareholder proposal to adopt a policy for separation of the roles of Chairperson and Chief Executive Officer. Corporate Governance |
Other | Against | AGAINST 13 funds |
Split 1 FOR, 20 AGAINST |
| Community West Bancshares | March 30, 2026 | a proposal to approve the adjournment of the special meeting to permit further solicitation of proxies in the event that an insufficient number of votes are cast to approve the CWB merger proposal (the "CWB adjournment proposal"). Corporate Governance |
Other | For | FOR 2 funds |
Split 5 FOR, 1 ABSTAIN |
| DAYFORCE, INC. | November 12, 2025 | A proposal to approve any adjournment of the special meeting for the purpose of soliciting additional proxies if there are insufficient votes at the special meeting to adopt the merger agreement. Corporate Governance |
Other | For | FOR 15 funds |
Split 22 FOR, 1 AGAINST |
| DEERE & COMPANY | February 25, 2026 | Shareholder proposal on shareholder right to act by written consent Shareholder Rights and Defenses |
Other | Against | AGAINST 13 funds |
Split 10 FOR, 9 AGAINST |
| DELTA AIR LINES, INC. | June 18, 2026 | A shareholder proposal requesting the ability for shareholders to act by written consent. Shareholder Rights and Defenses |
Other | Not determined | AGAINST 13 funds |
Split 7 FOR, 9 AGAINST |
| DEVON ENERGY CORPORATION | May 4, 2026 | Approve the adjournment of the Devon Energy Corporation special meeting of stockholders (the "Devon Special Meeting of Stockholders"), if necessary or appropriate, for the purpose of soliciting additional votes for the approval of the Devon Merger Proposals. Corporate Governance |
Other | For | FOR 14 funds |
Split 10 FOR, 8 ABSTAIN |
| DIAMOND HILL INVESTMENT GROUP, INC. | May 28, 2026 | Approval, on an advisory basis, of the 2025 compensation of the Company's named executive officers. Say-on-Pay |
Other | For | FOR 5 funds |
Split 5 FOR, 1 ABSTAIN |
| DIAMOND HILL INVESTMENT GROUP, INC. | May 28, 2026 | Election of the nominees named below as directors: Austin Hawley Director Elections |
Other | For | FOR 4 funds |
Split 5 FOR, 1 ABSTAIN |
| DIAMOND HILL INVESTMENT GROUP, INC. | May 28, 2026 | Election of the nominees named below as directors: Diane C. Nordin Director Elections |
Other | For | FOR 4 funds |
Split 5 FOR, 1 ABSTAIN |
| DIAMOND HILL INVESTMENT GROUP, INC. | May 28, 2026 | Election of the nominees named below as directors: Gordon B. Fowler Director Elections |
Other | For | FOR 4 funds |
Split 5 FOR, 1 ABSTAIN |
| DIAMOND HILL INVESTMENT GROUP, INC. | May 28, 2026 | Election of the nominees named below as directors: Heather E. Brilliant Director Elections |
Other | For | FOR 4 funds |
Split 5 FOR, 1 ABSTAIN |
| DIAMOND HILL INVESTMENT GROUP, INC. | May 28, 2026 | Election of the nominees named below as directors: Nicole R. St. Pierre Director Elections |
Other | For | FOR 4 funds |
Split 5 FOR, 1 ABSTAIN |
| DIAMOND HILL INVESTMENT GROUP, INC. | May 28, 2026 | Election of the nominees named below as directors: Paula R. Meyer Director Elections |
Other | For | FOR 4 funds |
Split 5 FOR, 1 ABSTAIN |
| DIAMOND HILL INVESTMENT GROUP, INC. | May 28, 2026 | Election of the nominees named below as directors: Richard S. Cooley Director Elections |
Other | For | FOR 4 funds |
Split 5 FOR, 1 ABSTAIN |
| DIAMOND HILL INVESTMENT GROUP, INC. | May 28, 2026 | Ratification of the appointment of KPMG LLP as the Company's independent registered public accounting firm for the fiscal year ending December 31, 2026. Audit-related |
Other | For | FOR 4 funds |
Split 5 FOR, 1 ABSTAIN |
| DINE BRANDS GLOBAL, INC. | May 14, 2026 | A stockholder proposal regarding the right of stockholders to call a special meeting of stockholders at a 15% ownership threshold. Shareholder Rights and Defenses |
Other | Against | AGAINST 7 funds |
Split 1 FOR, 5 AGAINST |
| DINE BRANDS GLOBAL, INC. | May 14, 2026 | Approval, on an advisory basis, to provide stockholders the right to call a special meeting of the stockholders at a 25% ownership threshold. Shareholder Rights and Defenses |
Other | For | FOR 7 funds |
Split 5 FOR, 1 AGAINST |
| DOLLAR GENERAL CORPORATION | May 28, 2026 | To vote on a shareholder proposal asking the Board to take the steps necessary to reduce the minimum ownership percentage required to call a special shareholders' meeting from 25% to 10%. Shareholder Rights and Defenses |
Other | Against | AGAINST 13 funds |
Split 7 FOR, 10 AGAINST |
| DOLLAR TREE, INC. | June 16, 2026 | Shareholder proposal requesting a shareholder right to act by written consent. Shareholder Rights and Defenses |
Other | Against | AGAINST 13 funds |
Split 1 FOR, 17 AGAINST |
| DOMINION ENERGY, INC. | May 5, 2026 | Shareholder Proposal Regarding a Policy for an Independent Chair Corporate Governance |
Other | Against | AGAINST 12 funds |
Split 6 FOR, 12 AGAINST |
| DOMINO'S PIZZA, INC. | April 21, 2026 | Shareholder proposal regarding an independent board chair requirement. Corporate Governance |
Other | Against | AGAINST 14 funds |
Split 10 FOR, 11 AGAINST |
| DOMINO'S PIZZA, INC. | April 21, 2026 | Shareholder proposal regarding departure of directors who fail to obtain a majority vote. Director Elections |
Other | Against | FOR 14 funds |
Split 1 FOR, 21 AGAINST |
| DT MIDSTREAM, INC. | May 5, 2026 | Stockholder Proposal on Shareholder Right to Act by Written Consent. Shareholder Rights and Defenses |
Other | Against | AGAINST 12 funds |
Split 5 FOR, 2 AGAINST |
| EASTMAN CHEMICAL COMPANY | May 7, 2026 | Advisory Vote on Stockholder Proposal Regarding Lowering the Threshold for Calling Special Shareholder Meetings to 10% Shareholder Rights and Defenses |
Other | Against | AGAINST 12 funds |
Split 3 FOR, 1 AGAINST |
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How items are matched and positions counted: see the comparison table and the methodology. Built October 13, 2026 from SEC Form N-PX filings.