Home › Asset managers › Compare 2025-2026 › Charles Schwab vs John Hancock
Charles Schwab 2025-2026 · John Hancock 2025-2026 · Download the item list (CSV)
| Common items | Same | Differ | Split (not in %) | Same position | Fund-level | |
|---|---|---|---|---|---|---|
| All ballot items | 10,606 | 9,277 | 612 | 717 | 93.8% | 91.5% |
| Board proposals | 9,495 | 8,505 | 529 | 461 | 94.1% | 92.6% |
| E&S shareholder proposals | 153 | 83 | 9 | 61 | 90.2% | 84.2% |
| Other items | 958 | 689 | 74 | 195 | 90.3% | 82.2% |
Everything Voted differently Split votes
All ballot items Board proposals E&S shareholder proposals Other items
195 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 | John Hancock |
|---|---|---|---|---|---|---|
| JOHNSON & JOHNSON | April 23, 2026 | Independent Board Chair Corporate Governance |
Other | Against | AGAINST 15 funds |
Split 1 FOR, 10 AGAINST |
| JPMORGAN CHASE & CO. | May 19, 2026 | Independent board chairman Corporate Governance |
Other | Against | AGAINST 14 funds |
Split 11 FOR, 6 AGAINST |
| KENVUE INC. | January 29, 2026 | To approve one or more adjournments of the Special Meeting to a later date or time, if necessary or appropriate, including adjournments to permit the solicitation of additional votes or proxies if there are not sufficient votes cast at the Special Meeting to approve the Merger Proposal. Corporate Governance |
Other | For | FOR 14 funds |
Split 6 FOR, 2 AGAINST |
| KEYSIGHT TECHNOLOGIES, INC. | March 19, 2026 | Consider, on a non-binding advisory basis, a Stockholder Proposal: Shareholder Ability to Call for a Special Shareholder Meeting Shareholder Rights and Defenses |
Other | Against | AGAINST 14 funds |
Split 6 FOR, 4 AGAINST |
| KIMBERLY-CLARK CORPORATION | January 29, 2026 | A proposal to approve one or more adjournments of the special meeting of Kimberly-Clark stockholders (the "Special Meeting"), if necessary or appropriate, to permit solicitation of additional proxies if there are not sufficient votes to approve the K-C issuance proposal. Corporate Governance |
Other | For | FOR 14 funds |
Split 6 FOR, 2 AGAINST |
| KIMBERLY-CLARK CORPORATION | May 14, 2026 | Stockholder Proposal to Require Independent Board Chair Corporate Governance |
Other | Against | AGAINST 14 funds |
Split 5 FOR, 4 AGAINST |
| KKR & CO. INC. | May 21, 2026 | An amendment to the Existing Charter to establish stockholders' meetings as the sole mechanism for approval of matters on which holders of common stock are required or permitted to vote. Shareholder Rights and Defenses |
Other | For | AGAINST 14 funds |
Split 10 FOR, 8 AGAINST |
| KKR & CO. INC. | May 21, 2026 | An amendment to the Existing Charter to grant the Board the sole authority to fill board vacancies and newly created directorships. Corporate Governance |
Other | For | FOR 14 funds |
Split 10 FOR, 8 AGAINST |
| KKR & CO. INC. | May 21, 2026 | Other amendments to the Existing Charter to modernize and streamline the Existing Charter. Corporate Governance |
Other | For | FOR 14 funds |
Split 10 FOR, 8 AGAINST |
| KKR & CO. INC. | May 21, 2026 | The adjournment of the Special Meeting, from time to time, if necessary or appropriate, to solicit additional proxies if there are not sufficient votes in favor of any of the amendments to the Existing Charter. Corporate Governance |
Other | For | FOR 14 funds |
Split 10 FOR, 8 AGAINST |
| L3HARRIS TECHNOLOGIES, INC. | May 11, 2026 | Shareholder Proposal titled "Improve Shareholder Ability to Call for a Special Shareholder Meeting". Corporate Governance |
Other | Against | AGAINST 13 funds |
Split 12 FOR, 5 AGAINST |
| LENNAR CORPORATION | April 8, 2026 | Vote on a stockholder proposal on Equal Voting Rights for Each Share. Shareholder Rights and Defenses |
Other | Against | FOR 13 funds |
Split 6 FOR, 8 AGAINST |
| LINCOLN NATIONAL CORPORATION | May 28, 2026 | Shareholder proposal to amend our governing documents to provide for an independent chairman of the board. Corporate Governance |
Other | Against | AGAINST 11 funds |
Split 9 FOR, 5 AGAINST |
| LINDE PLC | July 29, 2025 | A shareholder proposal requesting an annual report regarding the alignment of the Company's direct and indirect lobbying activities with the Company's 2050 climate neutrality ambition. Environment or Climate |
Other | Against | AGAINST 13 funds |
Split 1 FOR, 8 AGAINST |
| LITHIA MOTORS, INC. | April 30, 2026 | Vote on a shareholder proposal requesting a change to our board leadership structure, if properly presented. Corporate Governance |
Other | Against | AGAINST 13 funds |
Split 5 FOR, 4 AGAINST |
| LOCKHEED MARTIN CORPORATION | May 12, 2026 | Stockholder Proposal Requiring Independent Board Chairman Corporate Governance |
Other | Against | AGAINST 15 funds |
Split 7 FOR, 1 AGAINST |
| MAREX GROUP PLC | May 21, 2026 | Special resolution - To approve the amendment of the Marex Articles. Corporate Governance |
Other | For | FOR 2 funds |
Split 3 FOR, 2 AGAINST |
| MARKEL GROUP INC. | May 20, 2026 | Shareholder proposal for a report on the Company's strategies and action plans to mitigate material environmental risks. Environment or Climate |
Other | Against | AGAINST 12 funds |
Split 2 FOR, 2 AGAINST |
| MARKEL GROUP INC. | May 20, 2026 | Shareholder proposal to give shareholders an ability to call for a special shareholder meeting. Shareholder Rights and Defenses |
Other | Against | AGAINST 12 funds |
Split 2 FOR, 2 AGAINST |
| MARKETAXESS HOLDINGS INC. | June 10, 2026 | If properly presented, a stockholder proposal regarding changes to existing stockholder special meeting right. Shareholder Rights and Defenses |
Other | Against | AGAINST 12 funds |
Split 1 FOR, 2 AGAINST |
| MARVELL TECHNOLOGY, INC. | June 25, 2026 | To consider and act on one stockholder proposal, entitled "Independent Board Chairman", if properly presented at the Annual Meeting. Corporate Governance |
Other | Against | AGAINST 11 funds |
Split 5 FOR, 3 AGAINST |
| MASCO CORPORATION | May 8, 2026 | Consideration of stockholder proposal on shareholder right to call a special meeting. Shareholder Rights and Defenses |
Other | Against | AGAINST 15 funds |
Split 5 FOR, 2 AGAINST |
| MASTERCARD INCORPORATED | June 16, 2026 | Consideration of a stockholder proposal regarding shareholder right to act by written consent Shareholder Rights and Defenses |
Other | Against | AGAINST 13 funds |
Split 8 FOR, 7 AGAINST |
| MCDONALD'S CORPORATION | May 20, 2026 | Advisory Vote to Adopt Policy for an Independent Chair. Corporate Governance |
Other | Against | AGAINST 14 funds |
Split 2 FOR, 6 AGAINST |
| MEDPACE HOLDINGS, INC. | May 15, 2026 | Stockholder proposal regarding giving shareholders an ability to call for a special shareholder meeting, if properly presented at the meeting. Shareholder Rights and Defenses |
Other | Against | AGAINST 13 funds |
Split 6 FOR, 2 AGAINST |
| MERITAGE HOMES CORPORATION | May 21, 2026 | Shareholder proposal to improve shareholder ability to call for a special shareholder meeting. Corporate Governance |
Other | Against | AGAINST 10 funds |
Split 3 FOR, 1 AGAINST |
| META PLATFORMS, INC. | May 27, 2026 | A shareholder proposal regarding disclosure of voting results by share class. Shareholder Rights and Defenses |
Other | Against | FOR 15 funds |
Split 19 FOR, 7 AGAINST |
| META PLATFORMS, INC. | May 27, 2026 | A shareholder proposal regarding dual class capital structure. Shareholder Rights and Defenses |
Other | Against | FOR 15 funds |
Split 19 FOR, 7 AGAINST |
| META PLATFORMS, INC. | May 27, 2026 | A shareholder proposal regarding report on integrating child safety improvements into the executive compensation program. Human Rights or Human Capital/workforce |
Other | Against | AGAINST 15 funds |
Split 2 FOR, 24 AGAINST |
| MICRON TECHNOLOGY, INC. | January 15, 2026 | SHAREHOLDER PROPOSAL REQUESTING AMENDMENT TO SHAREHOLDER SPECIAL MEETING RIGHT. Shareholder Rights and Defenses |
Other | Against | AGAINST 12 funds |
Split 7 FOR, 2 AGAINST |
| MKS INC. | May 11, 2026 | A shareholder proposal to reduce the threshold percentage of shareholders required to call a special meeting of shareholders from 40% to 10%, if properly presented at the meeting. Corporate Governance |
Other | Against | AGAINST 11 funds |
Split 8 FOR, 5 AGAINST |
| MKS INC. | May 11, 2026 | The approval, on an advisory basis, of a Company proposal to reduce the threshold percentage of shareholders required to call a special meeting of shareholders from 40% to 25%. Corporate Governance |
Other | For | ABSTAIN 11 funds |
Split 10 FOR, 3 ABSTAIN |
| MORGAN STANLEY | May 14, 2026 | Shareholder proposal requesting an independent Board Chairman Corporate Governance |
Other | Against | AGAINST 14 funds |
Split 9 FOR, 11 AGAINST |
| MURPHY USA INC. | May 7, 2026 | Stockholder Proposal - Give Shareholders the Ability to Call for a Special Shareholder Meeting. Shareholder Rights and Defenses |
Other | Against | AGAINST 12 funds |
Split 4 FOR, 2 AGAINST |
| NETAPP, INC. | September 10, 2025 | To approve a stockholder proposal regarding support for Special Shareholder Meeting Improvement. Shareholder Rights and Defenses |
Other | Against | AGAINST 14 funds |
Split 1 FOR, 7 AGAINST |
| NETFLIX, INC. | June 4, 2026 | Stockholder proposal entitled, "Proposal 4 - Shareholder Right to Act by Written Consent," if properly presented at the meeting. Shareholder Rights and Defenses |
Other | Against | AGAINST 13 funds |
Split 7 FOR, 5 AGAINST |
| NORFOLK SOUTHERN CORPORATION | November 14, 2025 | To adjourn the Norfolk Southern special meeting from time to time, if necessary or appropriate, to solicit additional proxies in the event there are not sufficient votes at the time of the Norfolk Southern special meeting to approve the merger agreement proposal. Corporate Governance |
Other | For | FOR 12 funds |
Split 5 FOR, 2 AGAINST |
| NRG ENERGY, INC. | April 30, 2026 | To vote on a stockholder proposal to give shareholders the ability to call for a special shareholder meeting, if properly presented at the meeting. Shareholder Rights and Defenses |
Other | Against | AGAINST 13 funds |
Split 10 FOR, 2 AGAINST |
| NVR, INC. | May 7, 2026 | Shareholder proposal to reduce the ownership threshold required to call a special meeting. Shareholder Rights and Defenses |
Other | Against | AGAINST 13 funds |
Split 5 FOR, 2 AGAINST |
| OPENDOOR TECHNOLOGIES INC. | August 20, 2025 | To approve an adjournment of the Special Meeting, if necessary, to solicit additional proxies if there are not sufficient votes at the time of the Special Meeting to approve Proposal 1. Corporate Governance |
Other | For | FOR 7 funds |
Split 4 FOR, 1 AGAINST |
| PAYPAL HOLDINGS, INC. | May 19, 2026 | Stockholder Proposal - Reduce Threshold to Call Special Meetings of Stockholders. Shareholder Rights and Defenses |
Other | Against | AGAINST 13 funds |
Split 4 FOR, 1 AGAINST |
| PEPSICO, INC. | May 6, 2026 | Shareholder Proposal - Independent Board Chair. Corporate Governance |
Other | Against | AGAINST 14 funds |
Split 2 FOR, 7 AGAINST |
| PFIZER INC. | April 23, 2026 | Adopt an Independent Chair Policy Corporate Governance |
Other | Against | AGAINST 14 funds |
Split 2 FOR, 8 AGAINST |
| PINNACLE FINANCIAL PARTNERS, INC. | November 6, 2025 | A proposal to approve the adjournment or postponement of the Special Meeting to a later date or time, if necessary or appropriate, to solicit additional proxies if, immediately prior to such adjournment, there are not sufficient votes to approve the Pinnacle merger proposal or to ensure that any supplement or amendment to the accompanying joint proxy statement/prospectus is timely provided to holders of Pinnacle common stock. Corporate Governance |
Other | For | FOR 12 funds |
Split 12 FOR, 1 AGAINST |
| PPG INDUSTRIES, INC. | April 16, 2026 | Shareholder proposal to adopt a policy requiring an independent board chair, if properly presented Corporate Governance |
Other | Against | AGAINST 14 funds |
Split 4 FOR, 3 AGAINST |
| PRUDENTIAL FINANCIAL, INC. | May 12, 2026 | Shareholder proposal regarding an Independent Board Chairman. Corporate Governance |
Other | Against | AGAINST 13 funds |
Split 5 FOR, 1 AGAINST |
| QORVO, INC. | August 13, 2025 | To consider a stockholder proposal relating to special meetings of Qorvo, Inc.'s stockholders, if properly presented. Shareholder Rights and Defenses |
Other | Against | AGAINST 12 funds |
Split 1 FOR, 3 AGAINST |
| QUALCOMM INCORPORATED | March 17, 2026 | Stockholder proposal entitled "Shareholder Ability to Call for a Special Meeting." Shareholder Rights and Defenses |
Other | Against | AGAINST 13 funds |
Split 6 FOR, 3 AGAINST |
| 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 3 FOR, 6 AGAINST |
| 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 5 FOR, 1 AGAINST |
| REGIONS FINANCIAL CORPORATION | May 6, 2026 | Shareholder Proposal Relating to Special Shareholder Meeting. Shareholder Rights and Defenses |
Other | Against | AGAINST 14 funds |
Split 8 FOR, 2 AGAINST |
| 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 FOR, 6 AGAINST |
| 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, 2 AGAINST |
| REVVITY, INC. | April 28, 2026 | To approve the shareholder proposal regarding Executives to Retain Significant Stock. Compensation |
Other | Against | AGAINST 14 funds |
Split 9 FOR, 3 AGAINST |
| 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 9 FOR, 3 AGAINST |
| 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 3 FOR, 3 AGAINST |
| 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 3 FOR, 3 AGAINST |
| 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 |
| 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, 10 AGAINST |
| 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 10 FOR, 1 AGAINST |
| 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 4 FOR, 7 AGAINST |
| TARGET CORPORATION | June 10, 2026 | Shareholder proposal requesting policy requiring the Board Chair to be an independent director. Corporate Governance |
Other | Against | AGAINST 13 funds |
Split 6 FOR, 1 AGAINST |
| TESLA, INC. | November 6, 2025 | A shareholder proposal to amend Article X of the bylaws. Corporate Governance |
Other | Against | AGAINST 13 funds |
Split 9 AGAINST, 2 ABSTAIN |
| TESLA, INC. | November 6, 2025 | A shareholder proposal to amend the bylaws to repeal 3% derivative suit ownership threshold. Corporate Governance |
Other | Against | FOR 13 funds |
Split 9 AGAINST, 2 ABSTAIN |
| TESLA, INC. | November 6, 2025 | A shareholder proposal to seek shareholder approval before adopting an amendment to the bylaws pursuant to Section 21.373 of the TBOC. Corporate Governance |
Other | Against | FOR 13 funds |
Split 8 FOR, 3 AGAINST |
| TEXAS INSTRUMENTS INCORPORATED | April 16, 2026 | Stockholder proposal to permit stockholders to act by written consent. Shareholder Rights and Defenses |
Other | Against | AGAINST 17 funds |
Split 13 FOR, 6 AGAINST |
| THE AES CORPORATION | April 29, 2026 | If properly presented, to vote on a non-binding stockholder proposal regarding stockholder ability to call a special meeting. Shareholder Rights and Defenses |
Other | Against | AGAINST 14 funds |
Split 5 FOR, 2 AGAINST |
| THE BOEING COMPANY | April 17, 2026 | Action by Written Consent. Shareholder Rights and Defenses |
Other | Against | AGAINST 13 funds |
Split 4 FOR, 3 AGAINST |
| THE CIGNA GROUP | April 22, 2026 | Shareholder Proposal - Shareholder Right to Act by Written Consent Shareholder Rights and Defenses |
Other | Against | AGAINST 14 funds |
Split 6 FOR, 4 AGAINST |
| THE COCA-COLA COMPANY | April 29, 2026 | Vote on a shareowner proposal requesting a report on the Company's plans to increase sustainability disclosure Environment or Climate |
Other | Against | AGAINST 15 funds |
Split 1 FOR, 8 AGAINST |
| THE COCA-COLA COMPANY | April 29, 2026 | Vote on a shareowner proposal requesting a sustainability committee by-law amendment Corporate Governance |
Other | Against | AGAINST 15 funds |
Split 1 FOR, 8 AGAINST |
| THE GOLDMAN SACHS GROUP, INC. | April 29, 2026 | Shareholder Proposal Regarding Special Shareholder Meeting Thresholds Shareholder Rights and Defenses |
Other | Against | AGAINST 13 funds |
Split 9 FOR, 3 AGAINST |
| THE HARTFORD INSURANCE GROUP, INC. | May 20, 2026 | Shareholder proposal that the Company adopt written consent rights for shareholders Shareholder Rights and Defenses |
Other | Against | AGAINST 13 funds |
Split 6 FOR, 4 AGAINST |
| THE HOME DEPOT, INC. | May 21, 2026 | Shareholder Proposal Regarding Independent Board Chair Corporate Governance |
Other | Against | AGAINST 16 funds |
Split 3 FOR, 9 AGAINST |
| THE SHERWIN-WILLIAMS COMPANY | April 22, 2026 | Shareholder Proposal Regarding Shareholder Ability to Call a Special Meeting Shareholder Rights and Defenses |
Other | Against | AGAINST 13 funds |
Split 4 FOR, 3 AGAINST |
| THE TIMKEN COMPANY | May 8, 2026 | Consideration of a shareholder proposal asking our Board of Directors to take the steps necessary to amend the appropriate Company governing documents to give the owners of a combined 10% of our outstanding common stock the power to call a special shareholder meeting or the owners of the lowest percentage of shareholders, as governed by state law, the power to call a special shareholder meeting. Shareholder Rights and Defenses |
Other | Against | AGAINST 11 funds |
Split 5 FOR, 2 AGAINST |
| THE TRAVELERS COMPANIES, INC. | May 20, 2026 | Shareholder proposal relating to an independent board chairman, if presented at the Annual Meeting of Shareholders. Corporate Governance |
Other | Against | AGAINST 12 funds |
Split 2 FOR, 5 AGAINST |
| THE WESTERN UNION COMPANY | May 14, 2026 | Stockholder proposal regarding stockholder right to act by written consent Shareholder Rights and Defenses |
Other | Against | AGAINST 9 funds |
Split 1 FOR, 1 AGAINST |
| TRANSUNION | May 12, 2026 | Advisory vote on a stockholder proposal requesting a stockholder right to call a special meeting. Shareholder Rights and Defenses |
Other | Against | AGAINST 11 funds |
Split 5 FOR, 3 AGAINST |
| TXNM ENERGY, INC. | August 28, 2025 | Approve one or more adjournments 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 agreement. Corporate Governance |
Other | For | FOR 7 funds |
Split 6 FOR, 1 AGAINST |
| TYSON FOODS, INC. | February 5, 2026 | Shareholder proposal regarding disclosure of voting results based on class of shares. Shareholder Rights and Defenses |
Other | Against | FOR 13 funds |
Split 6 FOR, 3 AGAINST |
| UNITED AIRLINES HOLDINGS, INC. | May 19, 2026 | Advisory vote on stockholder proposal entitled "Shareholder Right to Act by Written Consent". Shareholder Rights and Defenses |
Other | Against | AGAINST 13 funds |
Split 6 FOR, 2 AGAINST |
| VERISK ANALYTICS, INC. | May 19, 2026 | Shareholder Proposal - Shareholder Right to Act by Written Consent. Shareholder Rights and Defenses |
Other | Against | AGAINST 14 funds |
Split 4 FOR, 2 AGAINST |
| VERIZON COMMUNICATIONS | May 21, 2026 | Independent board chair Corporate Governance |
Other | Against | AGAINST 14 funds |
Split 1 FOR, 10 AGAINST |
| VERTEX PHARMACEUTICALS INCORPORATED | May 13, 2026 | Shareholder Proposal, if properly presented at the meeting, regarding shareholder right to act by written consent. Shareholder Rights and Defenses |
Other | Against | AGAINST 14 funds |
Split 4 FOR, 2 AGAINST |
| VISA INC. | January 27, 2026 | Shareholder proposal on shareholder right to act by written consent. Shareholder Rights and Defenses |
Other | Against | AGAINST 15 funds |
Split 10 FOR, 5 AGAINST |
| VISA INC. | January 27, 2026 | Shareholder proposal requesting the Board of Directors to adopt a policy for an independent chair. Corporate Governance |
Other | Against | AGAINST 15 funds |
Split 3 FOR, 12 AGAINST |
| WEATHERFORD INTERNATIONAL PLC | June 11, 2026 | To approve an amendment to the Weatherford-Ireland Articles so that any Weatherford-Ireland ordinary shares that are issued on or after the Voting Record Time to persons other than Weatherford-US or its nominee(s) will either be subject to the terms of the Scheme of Arrangement or will be immediately and automatically acquired by Weatherford-US and/or its nominee(s) for the Scheme Consideration (as defined in the Scheme of Arrangement). Corporate Governance |
Other | For | AGAINST 8 funds |
Split 2 FOR, 5 AGAINST |
| WEATHERFORD INTERNATIONAL PLC | June 11, 2026 | To approve the Scheme of Arrangement by, and on behalf of, Weatherford International plc (''Weatherford-Ireland'') and to authorize the directors of Weatherford-Ireland to take all such actions as they consider necessary or appropriate for carrying the Scheme of Arrangement into effect. Extraordinary Transactions |
Other | For | AGAINST 8 funds |
Split 2 FOR, 5 AGAINST |
| WEC ENERGY GROUP, INC. | May 7, 2026 | Stockholder proposal to govern by majority vote Shareholder Rights and Defenses |
Other | Against | AGAINST 14 funds |
Split 6 FOR, 2 AGAINST |
| WELLS FARGO & COMPANY | April 28, 2026 | Shareholder Proposal - Govern by Majority Vote. Shareholder Rights and Defenses |
Other | Against | AGAINST 12 funds |
Split 13 FOR, 4 AGAINST |
| WELLS FARGO & COMPANY | April 28, 2026 | Shareholder Proposal - Request for Board of Directors to Adopt Policy for an Independent Chair. Corporate Governance |
Other | Against | AGAINST 12 funds |
Split 9 FOR, 8 AGAINST |
| WEST PHARMACEUTICAL SERVICES, INC. | May 4, 2026 | Shareholder proposal regarding an independent Board Chair policy. Corporate Governance |
Other | Against | AGAINST 13 funds |
Split 4 FOR, 3 AGAINST |
| YUM! BRANDS, INC. | May 14, 2026 | Shareholder Proposal to Reduce the Percentage of Shares Required to Call a Special Meeting. Shareholder Rights and Defenses |
Other | Against | AGAINST 14 funds |
Split 6 FOR, 3 AGAINST |
| ZOETIS INC. | May 20, 2026 | Shareholder proposal to permit shareholder action by written consent. Shareholder Rights and Defenses |
Other | Against | AGAINST 14 funds |
Split 5 FOR, 2 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.