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
352 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 |
|---|---|---|---|---|---|---|
| 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 |
| EBAY INC. | June 17, 2026 | Special stockholder meeting threshold, if properly presented. Shareholder Rights and Defenses |
Other | Against | AGAINST 13 funds |
Split 8 FOR, 10 AGAINST |
| ECOLAB INC. | May 7, 2026 | Vote on a stockholder proposal regarding an independent board chair policy, if properly presented at the meeting. Corporate Governance |
Other | Against | AGAINST 13 funds |
Split 2 FOR, 22 AGAINST |
| ELI LILLY AND COMPANY | May 4, 2026 | Shareholder proposal to adopt a policy and amend the bylaws to require an independent board chair. Corporate Governance |
Other | Against | AGAINST 15 funds |
Split 9 FOR, 11 AGAINST |
| ELME COMMUNITIES | October 30, 2025 | Adjournment Proposal: To approve one or more adjournments of the Special Meeting, solely with respect to the proposals for which insufficient votes to approve such proposals were cast, to a later date or dates, if necessary, appropriate or advisable to solicit additional proxies. Corporate Governance |
Other | For | FOR 9 funds |
Split 3 FOR, 3 ABSTAIN |
| ENTEGRIS, INC. | May 6, 2026 | Stockholder Proposal: Providing stockholders the right to call special meetings of stockholders. Shareholder Rights and Defenses |
Other | Against | AGAINST 13 funds |
Split 6 FOR, 3 AGAINST |
| ENTEGRIS, INC. | May 6, 2026 | To approve, on an advisory basis, providing stockholders the right to call special meetings of stockholders. Shareholder Rights and Defenses |
Other | For | FOR 13 funds |
Split 3 FOR, 6 AGAINST |
| EPAM SYSTEMS, INC. | May 21, 2026 | To hold an advisory vote on a stockholder proposal, entitled "Give Shareholders an Ability to Call for a Special Shareholder Meeting." Corporate Governance |
Other | Against | AGAINST 14 funds |
Split 8 FOR, 9 AGAINST |
| EQUIFAX INC. | May 7, 2026 | Shareholder proposal to lower the ownership threshold to call a special meeting of shareholders to 10%. Shareholder Rights and Defenses |
Other | Against | AGAINST 14 funds |
Split 9 FOR, 8 AGAINST |
| EQUINIX, LLC | May 13, 2026 | Consideration and vote upon a stockholder proposal, if properly presented at the Annual Meeting, related to lowering the stock ownership threshold required to call a special meeting Shareholder Rights and Defenses |
Other | Against | AGAINST 15 funds |
Split 2 FOR, 19 AGAINST |
| EUROPEAN WAX CENTER, INC. | May 7, 2026 | A proposal to approve one or more proposals to adjourn the Special Meeting, if necessary or appropriate, including adjournments to solicit additional proxies if there are insufficient votes at the time of the Special Meeting to approve the Merger Agreement Proposal (the "Adjournment Proposal"). Corporate Governance |
Other | For | FOR 4 funds |
Split 6 FOR, 1 ABSTAIN |
| EVENTBRITE, INC. | February 27, 2026 | To approve the adjournment of the special meeting of Eventbrite stockholders 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 then-scheduled date and time of the special meeting of Eventbrite stockholders. Corporate Governance |
Other | For | FOR 4 funds |
Split 5 FOR, 1 ABSTAIN |
| EVERQUOTE, INC. | June 4, 2026 | To approve an amendment to the Company's Restated Certificate of Incorporation to reflect new Delaware law provisions regarding officer exculpation. Director Elections |
Other | For | AGAINST 4 funds |
Split 4 FOR, 1 AGAINST |
| EVERSOURCE ENERGY | May 6, 2026 | Vote on a shareholder proposal titled "Independent Board Chairman," if properly brought before the meeting. Corporate Governance |
Other | Against | AGAINST 14 funds |
Split 1 FOR, 19 AGAINST |
| EXXON MOBIL CORPORATION | May 27, 2026 | Independent Chair, a proposal overwhelmingly defeated on 16 separate occasions since 2000 Corporate Governance |
Other | Against | AGAINST 14 funds |
Split 1 FOR, 3 AGAINST |
| Epsilon Energy Ltd. | November 12, 2025 | To adjourn the Special Meeting to a later date or dates, if necessary, to permit further solicitation and vote of proxies in the event that there are insufficient votes for the approval of the Share Issuance Proposal (the "Adjournment Proposal"). Corporate Governance |
Other | For | FOR 2 funds |
Split 5 FOR, 1 ABSTAIN |
| FEDEX CORPORATION | September 29, 2025 | Stockholder proposal regarding independent board chairman. Corporate Governance |
Other | Against | AGAINST 12 funds |
Split 1 FOR, 17 AGAINST |
| FIRST SOLAR, INC. | May 13, 2026 | Stockholder proposal to improve shareholder ability to call for a special shareholder meeting Shareholder Rights and Defenses |
Other | Against | AGAINST 13 funds |
Split 9 FOR, 10 AGAINST |
| FIRSTENERGY CORP. | May 20, 2026 | Independent Board Chairman Corporate Governance |
Other | Against | AGAINST 13 funds |
Split 7 FOR, 8 AGAINST |
| FORD MOTOR COMPANY | May 14, 2026 | A shareholder proposal relating to public disclosure by share class of voting results on matters subject to a shareholder vote. Shareholder Rights and Defenses |
Other | Against | FOR 14 funds |
Split 9 FOR, 7 AGAINST |
| First Community Corporation | November 19, 2025 | To consider and vote on a proposal to authorize the board of directors to adjourn the special meeting, if necessary or appropriate, to allow time for further solicitation of proxies in the event there are insufficient votes present at the special meeting, in person or by proxy, to approve the First Community merger proposal, which we refer to as the First Community adjournment proposal. Corporate Governance |
Other | For | FOR 2 funds |
Split 5 FOR, 1 ABSTAIN |
| GENCO SHIPPING & TRADING LIMITED | June 18, 2026 | Ratification of Genco's Shareholder Rights Agreement and approval of extension of expiration date. Shareholder Rights and Defenses |
Other | Contested | FOR 7 funds |
Split 4 FOR, 1 AGAINST |
| GENERAL MILLS, INC. | September 30, 2025 | Shareholder Proposal - Adopt Policy to Separate the Board Chair and CEO Roles. Corporate Governance |
Other | Against | AGAINST 14 funds |
Split 3 FOR, 16 AGAINST |
| GILEAD SCIENCES, INC. | April 30, 2026 | To vote on a stockholder proposal requesting an independent Board Chair policy, if properly presented at the Annual Meeting. Corporate Governance |
Other | Against | AGAINST 14 funds |
Split 1 FOR, 23 AGAINST |
| GOLDEN ENTERTAINMENT, INC. | March 31, 2026 | To consider and vote on a proposal to approve one or more adjournments of the Special Meeting, from time to time, to a later date or dates to solicit additional proxies if there are insufficient votes to adopt the Transaction Proposal at the time of the Special Meeting (the "Adjournment Proposal"). Corporate Governance |
Other | For | FOR 7 funds |
Split 6 FOR, 1 ABSTAIN |
| GRAPHIC PACKAGING HOLDING COMPANY | June 11, 2026 | Stockholder Proposal - Give Shareholders the Ability to call for a Special Shareholder Meeting. Shareholder Rights and Defenses |
Other | Against | AGAINST 11 funds |
Split 4 FOR, 2 AGAINST |
| GREEN DOT CORPORATION | June 23, 2026 | To adjourn the Special Meeting of Stockholders, if necessary or appropriate, to solicit additional proxies if, immediately prior to such adjournment, there are not sufficient votes to approve both the Green Dot Merger Proposal and the Green Dot Separation Proposal, to establish a quorum or to ensure that any supplement or amendments to the accompanying proxy statement/prospectus is timely provided to holders of Green Dot common stock. Corporate Governance |
Other | For | FOR 7 funds |
Split 3 FOR, 1 ABSTAIN |
| GROUP 1 AUTOMOTIVE, INC. | May 12, 2026 | Shareholder Proposal: Give Shareholders an Ability to Call for a Special Shareholder Meeting. Shareholder Rights and Defenses |
Other | Against | AGAINST 10 funds |
Split 2 FOR, 3 AGAINST |
| GUARANTY BANCSHARES, INC. | September 17, 2025 | To approve one or more adjournments of the Guaranty Bancshares, Inc. special meeting, if necessary or appropriate, including adjournments to solicit additional proxies in favor of approval of the merger agreement. Corporate Governance |
Other | For | FOR 2 funds |
Split 5 FOR, 1 ABSTAIN |
| HENRY SCHEIN, INC. | May 21, 2026 | Proposal to approve, by non-binding vote, a shareholder proposal to Govern by Majority Vote. Shareholder Rights and Defenses |
Other | Against | FOR 14 funds |
Split 13 FOR, 7 AGAINST |
| HONEYWELL INTERNATIONAL INC. | May 22, 2026 | Shareowner Proposal - Shareholder Right to Act by Written Consent. Shareholder Rights and Defenses |
Other | Against | AGAINST 12 funds |
Split 1 FOR, 16 AGAINST |
| HUBSPOT, INC. | June 15, 2026 | A stockholder proposal to change the Company's Sixth Amended and Restated Bylaws to allow 10% holders of the Company's stock the ability to call a special meeting; and Shareholder Rights and Defenses |
Other | Against | AGAINST 11 funds |
Split 5 FOR, 3 AGAINST |
| HUMANA INC. | April 16, 2026 | The stockholder proposal requesting shareholder approval requirement for excessive golden parachutes, if properly presented at the meeting. Compensation |
Other | Against | AGAINST 13 funds |
Split 11 FOR, 10 AGAINST |
| HUNTSMAN CORPORATION | April 29, 2026 | Stockholder proposal requesting an independent board chair policy. Corporate Governance |
Other | Against | AGAINST 9 funds |
Split 3 FOR, 2 AGAINST |
| ICU MEDICAL, INC. | May 13, 2026 | To approve, on an advisory basis, a stockholder proposal to establish a 10% stockholder special meeting right. Shareholder Rights and Defenses |
Other | Against | AGAINST 7 funds |
Split 5 FOR, 6 AGAINST |
| IDEXX LABORATORIES, INC. | May 12, 2026 | Shareholder Proposal to Give Shareholders the Ability to Call for a Special Shareholder Meeting (Proposal Six). Shareholder Rights and Defenses |
Other | Against | AGAINST 14 funds |
Split 8 FOR, 9 AGAINST |
| INSPIRE MEDICAL SYSTEMS, INC. | April 30, 2026 | Approval of an adjournment of the Annual Meeting, if necessary, to solicit additional proxies if there are not sufficient votes at the time of the Annual Meeting to approve Proposal No. 5 and/or Proposal No. 6. Corporate Governance |
Other | For | FOR 5 funds |
Split 4 FOR, 1 AGAINST |
| INTERCONTINENTAL EXCHANGE, INC. | May 15, 2026 | A stockholder proposal regarding independent board chairman, if properly presented at the Annual Meeting. Corporate Governance |
Other | Against | AGAINST 12 funds |
Split 1 FOR, 22 AGAINST |
| INTERNATIONAL BUSINESS MACHINES CORP. | April 28, 2026 | Stockholder Proposal Requesting a Right to Act by Written Consent Shareholder Rights and Defenses |
Other | Against | AGAINST 14 funds |
Split 9 FOR, 11 AGAINST |
| IOVANCE BIOTHERAPEUTICS, INC. | June 10, 2026 | To approve an adjournment of the Annual Meeting, if necessary, to solicit additional proxies if there are not sufficient votes at the time of the Annual Meeting to approve Proposal 6. Corporate Governance |
Other | For | FOR 4 funds |
Split 5 FOR, 1 AGAINST |
| JABIL INC. | January 22, 2026 | Vote on a stockholder proposal requesting stockholder right to act by written consent. Shareholder Rights and Defenses |
Other | Against | AGAINST 14 funds |
Split 12 FOR, 8 AGAINST |
| JAMF HOLDING CORP | January 8, 2026 | A proposal to adjourn the special meeting (the "Special Meeting") of stockholders of Jamf 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 4 funds |
Split 4 FOR, 3 ABSTAIN |
| JOHNSON & JOHNSON | April 23, 2026 | Independent Board Chair Corporate Governance |
Other | Against | AGAINST 15 funds |
Split 2 FOR, 22 AGAINST |
| JPMORGAN CHASE & CO. | May 19, 2026 | Independent board chairman Corporate Governance |
Other | Against | AGAINST 14 funds |
Split 1 FOR, 19 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.