Home › Asset managers › Compare 2025-2026 › Dimensional vs Equitable
Dimensional 2025-2026 · Equitable 2025-2026 · Download the item list (CSV)
| Common items | Same | Differ | Split (not in %) | Same position | Fund-level | |
|---|---|---|---|---|---|---|
| All ballot items | 57,558 | 48,808 | 2,812 | 5,938 | 94.6% | 90.8% |
| Board proposals | 49,698 | 41,691 | 2,635 | 5,372 | 94.1% | 90.1% |
| E&S shareholder proposals | 174 | 79 | 0 | 95 | 100.0% | 86.0% |
| Other items | 7,686 | 7,038 | 177 | 471 | 97.5% | 95.3% |
Everything Voted differently Split votes
All ballot items Board proposals E&S shareholder proposals Other items
5,938 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 | Dimensional | Equitable |
|---|---|---|---|---|---|---|
| NTT, Inc. | June 18, 2026 | Amend Articles to Ensure Equal Treatment of Management Proposals and Shareholder Proposals in Voting via the Internet Corporate Governance |
Other | Against | FOR 2 funds |
Split 4 FOR, 4 AGAINST |
| NTT, Inc. | June 18, 2026 | Amend Articles to Relax Limit of Number of Characters in Shareholder Proposal Justification Statements Corporate Governance |
Other | Against | FOR 2 funds |
Split 4 FOR, 4 AGAINST |
| NV5 GLOBAL, INC. | July 31, 2025 | To approve the adjournment of the NV5 special meeting, if necessary or appropriate, (i) to solicit additional proxies if there are insufficient shares of NV5's common stock represented (either in person or by proxy) and voting to obtain the affirmative vote of the holders of a majority of the shares of NV5 common stock outstanding on the record date for the NV5 special meeting or to constitute a quorum necessary to conduct the business of the NV5 special meeting, (ii) to ensure that any supplement or amendment to the joint proxy statement/ prospectus is timely provided to NV5 stockholders or (iii) to comply with applicable law. Corporate Governance |
Other | For | FOR 9 funds |
Split 3 FOR, 1 ABSTAIN |
| 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 8 funds |
Split 9 FOR, 7 AGAINST |
| Nissan Motor Co., Ltd. | June 23, 2026 | Amend Articles to Prohibit Blank Votes as Votes FOR Management Proposals, AGAINST Shareholder Proposals Corporate Governance |
Other | Against | FOR 4 funds |
Split 4 FOR, 4 AGAINST |
| Nisshin Seifun Group, Inc. | June 25, 2026 | Amend Articles to Clarify Director Authority on Shareholder Meetings - Amend Provisions on Number of Directors - Amend Provisions on Director Titles - Remove All Provisions on Advisory Positions - Clarify Director Authority on Board Meetings Corporate Governance |
Other | For | AGAINST 4 funds |
Split 1 FOR, 1 AGAINST |
| Nordea Bank Abp | March 24, 2026 | Approve Proposal Regarding Business Activities in the Arctic Region Environment or Climate |
Other | Against | AGAINST 2 funds |
Split 9 AGAINST, 1 ABSTAIN |
| Noritz Corp. | March 27, 2026 | Amend Articles to Require Individual Compensation Disclosure for Directors Compensation |
Other | Against | FOR 1 fund |
Split 1 FOR, 1 AGAINST |
| Noritz Corp. | March 27, 2026 | Approve Additional Dividend so that Dividend per Share Equals to JPY 169 Capital Structure |
Other | Against | FOR 1 fund |
Split 1 FOR, 1 AGAINST |
| Noritz Corp. | March 27, 2026 | Initiate Share Repurchase Program Capital Structure |
Other | Against | FOR 1 fund |
Split 1 FOR, 1 AGAINST |
| ON24, INC. | March 26, 2026 | To consider and vote on a proposal to adjourn the Special Meeting to a later date or dates, if necessary or appropriate, to solicit additional proxies if there are insufficient votes to adopt the Merger Agreement at the time of the Special Meeting. Corporate Governance |
Other | For | FOR 7 funds |
Split 4 FOR, 1 ABSTAIN |
| OSHKOSH CORPORATION | May 5, 2026 | To vote on a shareholder proposal on the subject of directors who fail to obtain a majority vote. Corporate Governance |
Other | Against | AGAINST 9 funds |
Split 1 FOR, 10 AGAINST |
| Orient Corp. | June 24, 2026 | Amend Articles to Appoint Outside Director as Chairman of the Board Corporate Governance |
Other | Against | FOR 1 fund |
Split 1 FOR, 1 AGAINST |
| PALVELLA THERAPEUTICS, INC | June 10, 2026 | Approval of an adjournment of the Annual Meeting to the extent there are insufficient votes at the Annual Meeting to approve Proposal 5. Corporate Governance |
Other | For | AGAINST 1 fund |
Split 8 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 7 funds |
Split 9 FOR, 8 AGAINST |
| PEAKSTONE REALTY TRUST | April 29, 2026 | To approve any adjournments of the special meeting of the shareholders of the Company (the "Special Meeting") for the purpose of soliciting additional proxies if there are not sufficient votes at the Special Meeting to approve the Merger Proposal. Other |
Other | For | FOR 1 fund |
Split 5 FOR, 1 ABSTAIN |
| PEPSICO, INC. | May 6, 2026 | Shareholder Proposal - Independent Board Chair. Corporate Governance |
Other | Against | AGAINST 6 funds |
Split 2 FOR, 20 AGAINST |
| PIEDMONT LITHIUM INC. | August 22, 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 1 fund |
Split 6 FOR, 1 ABSTAIN |
| PLYMOUTH INDUSTRIAL REIT, INC. | January 22, 2026 | To approve any adjournment of the special meeting of stockholders (the "Special Meeting") to a later date or dates 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 Proposal. Other |
Other | For | FOR 1 fund |
Split 5 FOR, 1 ABSTAIN |
| PRIO SA | April 17, 2026 | Do You Wish to Adopt Cumulative Voting for the Election of the Members of the Board of Directors, Under the Terms of Article 141 of the Brazilian Corporate Law? Shareholder Rights and Defenses |
Other | Against | ABSTAIN 3 funds |
Split 1 AGAINST, 1 ABSTAIN |
| PRUDENTIAL FINANCIAL, INC. | May 12, 2026 | Shareholder proposal regarding an Independent Board Chairman. Corporate Governance |
Other | Against | AGAINST 7 funds |
Split 7 FOR, 9 AGAINST |
| Pasona Group, Inc. | August 22, 2025 | Approve Additional Dividend so that Dividend Equals to 8 Percent of Equity Capital Structure |
Other | Against | FOR 1 fund |
Split 1 FOR, 1 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 8 funds |
Split 3 FOR, 6 ABSTAIN |
| QBE Insurance Group Limited | May 8, 2026 | Approve Climate Risk Governance Environment or Climate |
Other | Against | AGAINST 5 funds |
Split 1 FOR, 9 AGAINST |
| QBE Insurance Group Limited | May 8, 2026 | Approve Disclosure of Climate Risks to the Company Environment or Climate |
Other | Against | AGAINST 5 funds |
Split 1 FOR, 9 AGAINST |
| QBE Insurance Group Limited | May 8, 2026 | Approve the Amendments to the Company's Constitution Corporate Governance |
Other | Against | AGAINST 5 funds |
Split 1 FOR, 9 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 7 funds |
Split 1 FOR, 4 AGAINST |
| QUALCOMM INCORPORATED | March 17, 2026 | Stockholder proposal entitled "Shareholder Ability to Call for a Special Meeting." Shareholder Rights and Defenses |
Other | Against | AGAINST 8 funds |
Split 10 FOR, 12 AGAINST |
| RATIONAL AG | April 29, 2026 | APPROVE DISCHARGE OF SUPERVISORY BOARD FOR FISCAL YEAR 2025 Director Elections |
Other | For | FOR 1 fund |
Split 3 FOR, 3 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 | FOR 4 funds |
Split 1 FOR, 14 AGAINST |
| REDE DOR SAO LUIZ SA | April 30, 2026 | Do You Wish to Adopt Cumulative Voting for the Election of the Members of the Board of Directors, Under the Terms of Article 141 of the Brazilian Corporate Law? Shareholder Rights and Defenses |
Other | Not determined | ABSTAIN 1 fund |
Split 2 AGAINST, 1 ABSTAIN |
| REGIONS FINANCIAL CORPORATION | May 6, 2026 | Shareholder Proposal Relating to Special Shareholder Meeting. Shareholder Rights and Defenses |
Other | Against | AGAINST 7 funds |
Split 7 FOR, 9 AGAINST |
| RESIDEO TECHNOLOGIES, INC. | June 3, 2026 | Shareholder Proposal Regarding Shareholder Right to Act by Written Consent. Shareholder Rights and Defenses |
Other | Against | AGAINST 8 funds |
Split 1 FOR, 2 AGAINST |
| REVVITY, INC. | April 28, 2026 | To approve the shareholder proposal regarding Executives to Retain Significant Stock. Compensation |
Other | Against | FOR 10 funds |
Split 7 FOR, 12 AGAINST |
| RUSH STREET INTERACTIVE, INC. | June 3, 2026 | Approval of amendments to the Charter to (a) provide for officer exculpation as permitted by Delaware law, and (b) make certain clarifying changes to the director removal process. Corporate Governance |
Other | For | AGAINST 4 funds |
Split 4 FOR, 1 AGAINST |
| RWE AG | April 30, 2026 | Approve Discharge of Supervisory Board Member Hauke Stars for Fiscal Year 2025 Corporate Governance |
Other | For | FOR 2 funds |
Split 4 FOR, 3 AGAINST |
| RYERSON HOLDING CORPORATION | April 30, 2026 | An amendment to our restated certificate of incorporation to provide for officer exculpation as permitted by Delaware Law. Director Elections |
Other | For | FOR 8 funds |
Split 4 FOR, 1 AGAINST |
| Rinnai Corp. | June 26, 2026 | Approve Restricted Stock Plan Compensation |
Other | Against | FOR 5 funds |
Split 1 FOR, 1 AGAINST |
| Rohto Pharmaceutical Co., Ltd. | June 24, 2026 | Approve Restricted Stock Plan Compensation |
Other | Against | FOR 3 funds |
Split 1 FOR, 2 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 5 funds |
Split 12 FOR, 6 AGAINST |
| SANDOZ GROUP AG | April 9, 2026 | TRANSACT OTHER BUSINESS (VOTING) Corporate Governance |
Other | For | AGAINST 5 funds |
Split 4 AGAINST, 3 ABSTAIN |
| SAPIENS INTERNATIONAL CORPORATION NV | November 19, 2025 | ADJOURN MEETING Corporate Governance |
Other | For | FOR 7 funds |
Split 3 FOR, 2 ABSTAIN |
| SAPIENS INTERNATIONAL CORPORATION NV | November 19, 2025 | AUTHORIZE BOARD TO RATIFY AND EXECUTE APPROVED RESOLUTIONS Corporate Governance |
Other | For | FOR 7 funds |
Split 3 FOR, 2 ABSTAIN |
| SCHINDLER HOLDING AG | March 24, 2026 | Transact Other Business (Voting) Corporate Governance |
Other | For | AGAINST 2 funds |
Split 3 AGAINST, 3 ABSTAIN |
| SEALED AIR CORPORATION | February 25, 2026 | To approve the adjournment of the special meeting (such meeting, including any adjournments or postponements thereof, the "Special Meeting") to a later date or dates, if necessary or appropriate, to solicit additional proxies if there are insufficient votes to adopt the Merger Agreement at the time of the Special Meeting. Corporate Governance |
Other | For | FOR 7 funds |
Split 3 FOR, 3 ABSTAIN |
| SELECT MEDICAL HOLDINGS CORPORATION | April 23, 2026 | Non-Binding Advisory Vote on a Company Proposal to provide stockholders the right to call a special meeting of stockholders at a 25% ownership threshold. Shareholder Rights and Defenses |
Other | For | FOR 9 funds |
Split 4 FOR, 2 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 9 funds |
Split 2 FOR, 4 AGAINST |
| SELECT MEDICAL HOLDINGS CORPORATION | June 26, 2026 | To consider and vote on any proposal to adjourn the Special Meeting, from time to time, to a later date or dates, if necessary or appropriate, to solicit additional proxies if there are insufficient votes to adopt the Merger Agreement at the time of the Special Meeting (the "Adjournment Proposal"). Corporate Governance |
Other | For | FOR 7 funds |
Split 4 FOR, 2 ABSTAIN |
| SEMLER SCIENTIFIC, INC. | January 13, 2026 | To approve one or more adjournments of the Special Meeting, if necessary or appropriate, including adjournments to permit further solicitation of proxies in favor of the Merger Proposal. Corporate Governance |
Other | For | FOR 4 funds |
Split 5 FOR, 1 ABSTAIN |
| SEMPRA | May 12, 2026 | Shareholder proposal requesting an independent board chairman Corporate Governance |
Other | Against | AGAINST 4 funds |
Split 1 FOR, 21 AGAINST |
| SENKO Group Holdings Co., Ltd. | June 25, 2026 | Appoint Shareholder Director Nominee Okamura, Kotaro Director Elections |
Other | Against | FOR 3 funds |
Split 1 FOR, 1 AGAINST |
| SERVICE CORPORATION INTERNATIONAL | May 6, 2026 | To approve an amendment to the Articles of Incorporation to limit the liability of officers as permitted by law. Director Elections |
Other | For | AGAINST 6 funds |
Split 3 FOR, 4 AGAINST |
| SERVICENOW, INC. | May 21, 2026 | Shareholder proposal regarding shareholder right to act by written consent. Shareholder Rights and Defenses |
Other | Against | AGAINST 5 funds |
Split 2 FOR, 20 AGAINST |
| SEVERN TRENT PLC | July 10, 2025 | Approve Net Zero Transition Plan Environment or Climate |
Other | For | AGAINST 3 funds |
Split 9 FOR, 1 ABSTAIN |
| SGS SA | March 26, 2026 | Transact Other Business (Voting) Corporate Governance |
Other | For | AGAINST 1 fund |
Split 3 AGAINST, 3 ABSTAIN |
| SHIMAMURA Co., Ltd. | May 15, 2026 | Approve Additional Dividend so that Dividend per Share Equals to 60 Percent of Earnings per Share Capital Structure |
Other | Against | FOR 1 fund |
Split 1 FOR, 1 AGAINST |
| SILA REALTY TRUST, INC. | June 26, 2026 | To consider and vote on a proposal to approve any adjournment of the special meeting of the Company's stockholders if necessary or appropriate for the purpose of soliciting additional proxies if there are not sufficient votes at the special meeting to approve the Merger Proposal. Corporate Governance |
Other | For | FOR 1 fund |
Split 4 FOR, 2 ABSTAIN |
| SNOWFLAKE INC. | June 29, 2026 | To consider and vote on, if properly presented at the meeting, a non-binding stockholder proposal requesting majority vote for director elections. Shareholder Rights and Defenses |
Other | Against | FOR 3 funds |
Split 8 FOR, 1 AGAINST |
| SOMPO HOLDINGS,INC. | June 22, 2026 | Amend Articles to Appoint Outside Director as Chairman of the Board Corporate Governance |
Other | Against | FOR 5 funds |
Split 5 FOR, 4 AGAINST |
| SONOVA HOLDING AG | June 16, 2026 | Transact Other Business (Voting) Corporate Governance |
Other | Not determined | AGAINST 1 fund |
Split 6 AGAINST, 3 ABSTAIN |
| STARBUCKS CORPORATION | March 25, 2026 | Shareholder proposal requesting adoption of an independent board chair policy Corporate Governance |
Other | Against | AGAINST 4 funds |
Split 1 FOR, 20 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 7 funds |
Split 1 FOR, 19 AGAINST |
| STELLAR BANCORP, INC. | May 27, 2026 | To adjourn or postpone the Stellar special meeting, if necessary or appropriate, to solicit additional proxies if, immediately prior to such adjournment or postponement, there are not sufficient votes to approve the merger proposal or to ensure that any supplement or amendment to the accompanying proxy statement/prospectus is timely provided to holders of Stellar common stock. Corporate Governance |
Other | For | FOR 8 funds |
Split 3 FOR, 1 ABSTAIN |
| STRAUMANN HOLDING AG | April 17, 2026 | TRANSACT OTHER BUSINESS (VOTING) Corporate Governance |
Other | Not determined | AGAINST 1 fund |
Split 3 AGAINST, 3 ABSTAIN |
| STRAWBERRY FIELDS REIT INC. | May 7, 2026 | To approve adjournment of the Annual Meeting, if necessary. Corporate Governance |
Other | For | AGAINST 1 fund |
Split 4 FOR, 1 AGAINST |
| SUN HUNG KAI PROPERTIES LTD | November 6, 2025 | TO ADOPT NEW ARTICLES OF ASSOCIATION Corporate Governance |
Other | For | FOR 5 funds |
Split 4 FOR, 3 AGAINST |
| SUZANO SA | April 23, 2026 | Do You Wish to Adopt Cumulative Voting for the Election of the Members of the Board of Directors, Under the Terms of Article 141 of the Brazilian Corporate Law? Shareholder Rights and Defenses |
Other | None | ABSTAIN 2 funds |
Split 1 AGAINST, 1 ABSTAIN |
| SWISS LIFE HOLDING AG | May 7, 2026 | Transact Other Business (Voting) Corporate Governance |
Other | Not determined | AGAINST 1 fund |
Split 3 AGAINST, 3 ABSTAIN |
| SWISS PRIME SITE AG | March 12, 2026 | Transact Other Business (Voting) Corporate Governance |
Other | Not determined | AGAINST 7 funds |
Split 5 AGAINST, 3 ABSTAIN |
| SWISSCOM AG | March 25, 2026 | TRANSACT OTHER BUSINESS (VOTING) Corporate Governance |
Other | Not determined | AGAINST 6 funds |
Split 4 AGAINST, 3 ABSTAIN |
| SWK HOLDINGS CORPORATION | March 31, 2026 | To approve one or more adjournments of the SWK Special Meeting if necessary to solicit additional proxies in favor of the Merger Proposal if there are insufficient votes at the time of the SWK Special Meeting to approve the Merger Proposal (the ''Adjournment Proposal''). Corporate Governance |
Other | For | FOR 6 funds |
Split 4 FOR, 1 ABSTAIN |
| SYNCHRONOSS TECHNOLOGIES, INC. | February 12, 2026 | To adjourn the Special Meeting to a later date or dates if necessary or appropriate to solicit additional proxies if there are insufficient votes to adopt the Merger Agreement at the time of the Special Meeting of stockholders of Synchronoss. Corporate Governance |
Other | For | FOR 3 funds |
Split 6 FOR, 1 ABSTAIN |
| SYNOPSYS, INC. | April 16, 2026 | To vote on a stockholder proposal regarding 'stockholders' right to act by written consent, if properly presented at the meeting. Shareholder Rights and Defenses |
Other | Against | AGAINST 6 funds |
Split 1 FOR, 18 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 8 funds |
Split 5 FOR, 1 AGAINST, 4 ABSTAIN |
| SYSCO CORPORATION | November 14, 2025 | To consider a stockholder proposal to adopt a policy requiring that the Board Chair and CEO roles be separate positions held by different people. Corporate Governance |
Other | Against | AGAINST 6 funds |
Split 4 FOR, 19 AGAINST |
| Saizeriya Co., Ltd. | November 26, 2025 | Amend Articles to Authorize Board to Determine Income Allocation Corporate Governance |
Other | For | FOR 1 fund |
Split 1 FOR, 1 AGAINST |
| Shopify Inc. | June 16, 2026 | Adopt a Policy on Responsible Use of Artificial Intelligence ("AI") in the Company's Business and Operations Other Social Issues |
Other | Against | AGAINST 3 funds |
Split 1 FOR, 8 AGAINST |
| Suncor Energy Inc. | May 5, 2026 | SP 1: Report on Sustainability Corporate Governance |
Other | Against | AGAINST 6 funds |
Split 1 FOR, 1 AGAINST |
| Swiss Re AG | April 10, 2026 | Transact Other Business (Voting) Corporate Governance |
Other | For | AGAINST 2 funds |
Split 4 AGAINST, 3 ABSTAIN |
| TARGET CORPORATION | June 10, 2026 | Shareholder proposal requesting policy requiring the Board Chair to be an independent director. Corporate Governance |
Other | Against | AGAINST 7 funds |
Split 1 FOR, 17 AGAINST |
| TBS Holdings, Inc. | June 26, 2026 | Approve Additional Dividend so that Dividend Equals to 60 Percent of Earnings per Share Capital Structure |
Other | Against | FOR 1 fund |
Split 1 FOR, 1 AGAINST |
| TBS Holdings, Inc. | June 26, 2026 | Initiate Share Repurchase Program Capital Structure |
Other | Against | FOR 1 fund |
Split 1 FOR, 1 AGAINST |
| TEJON RANCH CO. | May 13, 2026 | Approval of Amendment to the Certificate of Incorporation to Change the Advance Notice Requirements for Shareholder Action. Shareholder Rights and Defenses |
Other | For | FOR 6 funds |
Split 6 FOR, 1 AGAINST |
| TELEPHONE AND DATA SYSTEMS, INC. | May 21, 2026 | Approval of an amendment to the Company's Restated Certificate of Incorporation to provide for exculpation of officers Director Elections |
Other | For | AGAINST 8 funds |
Split 3 FOR, 2 AGAINST, 2 ABSTAIN |
| TESLA, INC. | November 6, 2025 | A Tesla proposal for adoption of amendments to certificate of formation and bylaws to eliminate applicable supermajority voting requirements. Shareholder Rights and Defenses |
Other | None | FOR 5 funds |
Split 17 FOR, 5 AGAINST |
| TESLA, INC. | November 6, 2025 | A shareholder proposal regarding Board authorization of an investment in xAl. Corporate Governance |
Other | None | AGAINST 5 funds |
Split 3 FOR, 20 AGAINST, 1 ABSTAIN |
| TESLA, INC. | November 6, 2025 | A shareholder proposal regarding adopting targets and reporting on metrics to assess the feasibility of integrating sustainability metrics into senior executive compensation plans. Compensation |
Other | Against | AGAINST 5 funds |
Split 1 FOR, 23 AGAINST |
| TESLA, INC. | November 6, 2025 | A shareholder proposal regarding proposal that won 54% support at 2024 Tesla annual meeting. Shareholder Rights and Defenses |
Other | Against | FOR 5 funds |
Split 14 FOR, 9 AGAINST |
| TESLA, INC. | November 6, 2025 | A shareholder proposal to amend Article X of the bylaws. Corporate Governance |
Other | Against | AGAINST 5 funds |
Split 7 FOR, 15 AGAINST |
| TESLA, INC. | November 6, 2025 | A shareholder proposal to amend the bylaws to repeal 3% derivative suit ownership threshold. Corporate Governance |
Other | Against | AGAINST 5 funds |
Split 16 FOR, 6 AGAINST |
| TESLA, INC. | November 6, 2025 | A shareholder proposal to elect each director annually. Shareholder Rights and Defenses |
Other | Against | FOR 5 funds |
Split 23 FOR, 1 AGAINST |
| 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 5 funds |
Split 21 FOR, 2 AGAINST |
| TEXAS CAPITAL BANCSHARES, INC. | April 21, 2026 | To adjourn the Annual Meeting to a later date or dates, if necessary, to solicit additional proxies if there are insufficient votes to adopt any of Proposals 2-5; Corporate Governance |
Other | For | AGAINST 9 funds |
Split 5 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 5 funds |
Split 11 FOR, 12 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 5 funds |
Split 7 FOR, 10 AGAINST |
| THE BOEING COMPANY | April 17, 2026 | Action by Written Consent. Shareholder Rights and Defenses |
Other | Against | AGAINST 4 funds |
Split 9 FOR, 10 AGAINST |
| THE BOEING COMPANY | April 17, 2026 | Board Committee on Disability Access. Corporate Governance |
Other | Against | AGAINST 4 funds |
Split 22 AGAINST, 1 ABSTAIN |
| THE CAMPBELL'S COMPANY | November 18, 2025 | To vote on a shareholder proposal regarding simple majority voting. Shareholder Rights and Defenses |
Other | Against | FOR 8 funds |
Split 11 FOR, 6 AGAINST |
| THE CIGNA GROUP | April 22, 2026 | Shareholder Proposal - Shareholder Right to Act by Written Consent Shareholder Rights and Defenses |
Other | Against | AGAINST 7 funds |
Split 8 FOR, 11 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 6 funds |
Split 10 FOR, 13 AGAINST |
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How items are matched and positions counted: see the comparison table and the methodology. Built October 18, 2026 from SEC Form N-PX filings.