Home › Asset managers › Compare 2025-2026 › Equitable vs John Hancock
Equitable 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 | 17,583 | 14,161 | 470 | 2,952 | 96.8% | 91.2% |
| Board proposals | 14,509 | 11,663 | 448 | 2,398 | 96.3% | 90.9% |
| E&S shareholder proposals | 160 | 58 | 0 | 102 | 100.0% | 82.1% |
| Other items | 2,914 | 2,440 | 22 | 452 | 99.1% | 93.1% |
Everything Voted differently Split votes
All ballot items Board proposals E&S shareholder proposals Other items
452 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 | Equitable | John Hancock |
|---|---|---|---|---|---|---|
| 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 | Split 11 FOR, 10 AGAINST |
Split 5 FOR, 1 AGAINST |
| HUNTINGTON BANCSHARES INCORPORATED | January 6, 2026 | Approval of the adjournment of the special meeting of Huntington shareholders, if necessary or appropriate, to solicit additional proxies if, immediately prior to such adjournment, there are not sufficient votes at the time of the special meeting of Huntington shareholders to approve the Huntington share issuance proposal or to ensure that any supplement or amendment to the accompanying joint proxy statement/prospectus is timely provided to holders of Huntington common stock (the "Huntington adjournment proposal"). Corporate Governance |
Other | For | FOR 1 fund |
Split 15 FOR, 2 AGAINST |
| HUNTSMAN CORPORATION | April 29, 2026 | Stockholder proposal requesting an independent board chair policy. Corporate Governance |
Other | Against | Split 3 FOR, 2 AGAINST |
Split 1 FOR, 1 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 | Split 5 FOR, 6 AGAINST |
Split 5 FOR, 2 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 | Split 8 FOR, 9 AGAINST |
Split 4 FOR, 2 AGAINST |
| ILLINOIS TOOL WORKS INC. | May 8, 2026 | A non-binding stockholder proposal, if properly presented at the meeting, for Directors who fail to obtain a majority vote. Corporate Governance |
Other | Against | AGAINST 20 funds |
Split 1 FOR, 4 AGAINST |
| INFORMA PLC | June 18, 2026 | AUTHORISE THE COMPANY TO CALL GENERAL MEETING WITH TWO WEEKS' NOTICE Shareholder Rights and Defenses |
Other | For | FOR 9 funds |
Split 5 FOR, 1 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 | Split 4 FOR, 1 AGAINST |
Split 2 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 | Split 1 FOR, 22 AGAINST |
Split 1 FOR, 9 AGAINST |
| INTERNATIONAL BUSINESS MACHINES CORP. | April 28, 2026 | Stockholder Proposal Requesting a Right to Act by Written Consent Shareholder Rights and Defenses |
Other | Against | Split 9 FOR, 11 AGAINST |
Split 7 FOR, 1 AGAINST |
| INTERNATIONAL SEAWAYS, INC. | June 8, 2026 | Ratification of the Second Amended and Restated Rights Agreement. Shareholder Rights and Defenses |
Other | For | FOR 6 funds |
Split 3 FOR, 2 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 | Split 5 FOR, 1 AGAINST |
Split 3 FOR, 1 AGAINST |
| IQVIA HOLDINGS INC. | April 23, 2026 | If properly presented, a stockholder proposal concerning separate Chairman and Chief Executive Officer roles. Corporate Governance |
Other | Against | AGAINST 22 funds |
Split 3 FOR, 6 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 | Split 12 FOR, 8 AGAINST |
Split 5 FOR, 5 AGAINST |
| JACK HENRY & ASSOCIATES, INC. | November 12, 2025 | Stockholder proposal titled "Improved Shareholder Ability to Call for a Special Shareholder Meeting" Shareholder Rights and Defenses |
Other | Against | Split 9 FOR, 8 AGAINST |
Split 4 FOR, 2 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 | Split 4 FOR, 3 ABSTAIN |
FOR 3 funds |
| JOHNSON & JOHNSON | April 23, 2026 | Independent Board Chair Corporate Governance |
Other | Against | Split 2 FOR, 22 AGAINST |
Split 1 FOR, 10 AGAINST |
| JPMORGAN CHASE & CO. | May 19, 2026 | Independent board chairman Corporate Governance |
Other | Against | Split 1 FOR, 19 AGAINST |
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 20 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 | Split 11 FOR, 6 AGAINST |
Split 6 FOR, 4 AGAINST |
| KIMBERLY-CLARK CORPORATION | May 14, 2026 | Stockholder Proposal to Require Independent Board Chair Corporate Governance |
Other | Against | Split 2 FOR, 20 AGAINST |
Split 5 FOR, 4 AGAINST |
| KINGFISHER PLC | June 26, 2026 | AUTHORISE THE COMPANY TO CALL GENERAL MEETING WITH TWO WEEKS' NOTICE Shareholder Rights and Defenses |
Other | For | FOR 9 funds |
Split 4 FOR, 1 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 | Split 8 FOR, 10 AGAINST |
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 | Split 10 FOR, 8 AGAINST |
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 | Split 9 FOR, 9 AGAINST |
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 | Split 7 FOR, 10 AGAINST |
Split 10 FOR, 8 AGAINST |
| KRATOS DEFENSE & SEC SOLUTIONS, INC. | May 12, 2026 | To approve an amendment to the Company's Certificate of Incorporation to provide for officer exculpation. Director Elections |
Other | For | Split 11 FOR, 1 AGAINST |
FOR 9 funds |
| KRISPY KREME, INC. | June 10, 2026 | To vote on a stockholder proposal requesting that the Company's governing documents be amended to replace supermajority voting requirements with simple majority voting requirements; Shareholder Rights and Defenses |
Other | Against | Split 1 FOR, 4 AGAINST |
FOR 4 funds |
| L3HARRIS TECHNOLOGIES, INC. | May 11, 2026 | Shareholder Proposal titled "Improve Shareholder Ability to Call for a Special Shareholder Meeting". Corporate Governance |
Other | Against | Split 10 FOR, 8 AGAINST |
Split 12 FOR, 5 AGAINST |
| LAM RESEARCH CORPORATION | November 4, 2025 | Approval of an amendment to the Company's Restated Certificate of Incorporation to limit the liability of certain officers as permitted by Delaware law. Director Elections |
Other | For | Split 22 FOR, 1 AGAINST |
FOR 7 funds |
| LENNAR CORPORATION | April 8, 2026 | Vote on a stockholder proposal on Equal Voting Rights for Each Share. Shareholder Rights and Defenses |
Other | Against | Split 16 FOR, 3 AGAINST |
Split 6 FOR, 8 AGAINST |
| LIBERTY MEDIA CORPORATION | May 11, 2026 | The adjournment proposal, to approve one or more adjournments of the annual meeting by Liberty Media from time to time permit further solicitation of proxies, if necessary or appropriate, if sufficient votes are not represented at the annual meeting to approve the conversion proposal at the time of such adjournment or if otherwise determined by the chairperson of the meeting to be necessary or appropriate. Corporate Governance |
Other | For | Split 1 FOR, 6 AGAINST |
AGAINST 1 fund |
| LIFEMD, INC. | June 12, 2026 | To authorize the Chairman of the Board to adjourn the Annual Meeting to a later date, if necessary or appropriate, including for purposes of soliciting additional votes in favor of any or all of the proposals or for purposes of establishing a quorum. (Proposal 4). Corporate Governance |
Other | For | Split 6 FOR, 1 AGAINST |
AGAINST 3 funds |
| LIFEWAY FOODS, INC. | December 29, 2025 | TO CONSIDER A NON-BINDING SHAREHOLDER PROPOSAL REGARDING FORMATION OF A COMMITTEE OF THE BOARD TO CONDUCT REVIEWS OF THE COMPANY'S MANAGEMENT, THE COMPANY'S STRATEGIC PLAN AND THE COMPANY'S STRATEGIC ALTERNATIVES. Corporate Governance |
Other | Contested | Split 6 AGAINST, 1 ABSTAIN |
AGAINST 3 funds |
| LIFEWAY FOODS, INC. | December 29, 2025 | To approve and adopt amendments to the Articles of Incorporation to provide for: The amendment and restatement of the Articles to effectuate ministerial changes and provide for director exculpation. Director Elections |
Other | Contested | Split 6 FOR, 1 ABSTAIN |
FOR 3 funds |
| 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 | Split 3 FOR, 2 AGAINST |
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 23 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 | Split 5 FOR, 4 AGAINST |
Split 5 FOR, 4 AGAINST |
| LOCKHEED MARTIN CORPORATION | May 12, 2026 | Stockholder Proposal Requiring Independent Board Chairman Corporate Governance |
Other | Against | AGAINST 19 funds |
Split 7 FOR, 1 AGAINST |
| LOTUS BAKERIES NV | May 12, 2026 | APPROVE DISCHARGE OF DIRECTORS Director Elections |
Other | For | Split 3 FOR, 3 AGAINST |
FOR 4 funds |
| LOTUS BAKERIES NV | May 12, 2026 | AUTHORIZE BOARD TO REPURCHASE SHARES IN THE EVENT OF A SERIOUS AND IMMINENT HARM Shareholder Rights and Defenses |
Other | For | Split 3 FOR, 3 AGAINST |
AGAINST 4 funds |
| LOWE'S COMPANIES, INC. | May 29, 2026 | Shareholder Proposal requesting an independent board chairman. Corporate Governance |
Other | Against | Split 1 FOR, 20 AGAINST |
AGAINST 9 funds |
| LPL FINANCIAL HOLDINGS INC. | May 14, 2026 | Adopt amendments to the Charter to provide for officer exculpation. Director Elections |
Other | For | Split 7 FOR, 2 AGAINST |
FOR 6 funds |
| LUMEN TECHNOLOGIES, INC. | May 20, 2026 | Approval of a shareholder proposal regarding a shareholder right to vote for or against a poison pill. Shareholder Rights and Defenses |
Other | Against | Split 3 FOR, 5 AGAINST |
FOR 5 funds |
| 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 7 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 | Split 5 FOR, 2 AGAINST |
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 | Split 3 FOR, 3 AGAINST |
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 12 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 | Split 7 FOR, 10 AGAINST |
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 | Split 3 FOR, 20 AGAINST |
Split 8 FOR, 7 AGAINST |
| MASTERCRAFT BOAT HOLDINGS INC | May 12, 2026 | To adjourn the MasterCraft special meeting from time to time, if deemed by the chairperson of the Special Meeting to be necessary or appropriate, including to solicit additional proxies in the event there are not sufficient votes at the time of the MasterCraft special meeting to approve the share issuance proposal Corporate Governance |
Other | For | Split 4 FOR, 1 ABSTAIN |
FOR 4 funds |
| MCDONALD'S CORPORATION | May 20, 2026 | Advisory Vote on Shareholders' Right to Act by Written Consent. Shareholder Rights and Defenses |
Other | Against | Split 10 FOR, 12 AGAINST |
Split 7 FOR, 1 AGAINST |
| MCDONALD'S CORPORATION | May 20, 2026 | Advisory Vote to Adopt Policy for an Independent Chair. Corporate Governance |
Other | Against | Split 2 FOR, 21 AGAINST |
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 | Split 4 FOR, 2 AGAINST |
Split 6 FOR, 2 AGAINST |
| MERCEDES-BENZ GROUP AG | April 16, 2026 | APPROVE DISCHARGE OF MANAGEMENT BOARD FOR FISCAL YEAR 2025 Director Elections |
Other | For | FOR 9 funds |
Split 4 FOR, 1 ABSTAIN |
| MERCEDES-BENZ GROUP AG | April 16, 2026 | VOTING INSTRUCTIONS FOR MOTIONS OR NOMINATIONS BY SHAREHOLDERS THAT ARE NOT MADE ACCESSIBLE BEFORE THE AGM AND THAT ARE MADE OR AMENDED IN THE COURSE OF THE AGM Corporate Governance |
Other | Against | Split 4 AGAINST, 4 ABSTAIN |
AGAINST 5 funds |
| MERIDIANLINK, INC. | October 21, 2025 | Approval of the adjournment of the Special Meeting of the stockholders of MeridianLink (the "Special Meeting") to a later date or dates, if necessary or appropriate, to solicit additional proxies if there are insufficient votes for, or otherwise in connection with, the approval of the proposal to adopt the Merger Agreement at the time of the Special Meeting. Corporate Governance |
Other | For | Split 4 FOR, 2 ABSTAIN |
FOR 4 funds |
| MERITAGE HOMES CORPORATION | May 21, 2026 | Shareholder proposal to improve shareholder ability to call for a special shareholder meeting. Corporate Governance |
Other | Against | Split 2 FOR, 3 AGAINST |
Split 3 FOR, 1 AGAINST |
| META PLATFORMS, INC. | May 27, 2026 | A shareholder proposal regarding annual vote regarding executive pay. Compensation |
Other | Against | Split 26 FOR, 4 AGAINST |
FOR 26 funds |
| META PLATFORMS, INC. | May 27, 2026 | A shareholder proposal regarding disclosure of voting results by share class. Shareholder Rights and Defenses |
Other | Against | Split 16 FOR, 11 AGAINST |
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 | Split 26 FOR, 4 AGAINST |
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 4 funds |
Split 2 FOR, 24 AGAINST |
| METSERA, INC. | November 13, 2025 | To adjourn the Special Meeting, 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 | Split 5 FOR, 2 ABSTAIN |
FOR 4 funds |
| MICRON TECHNOLOGY, INC. | January 15, 2026 | SHAREHOLDER PROPOSAL REQUESTING AMENDMENT TO SHAREHOLDER SPECIAL MEETING RIGHT. Shareholder Rights and Defenses |
Other | Against | Split 9 FOR, 7 AGAINST |
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 | Split 9 FOR, 1 AGAINST |
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 | Split 10 FOR, 1 ABSTAIN |
Split 10 FOR, 3 ABSTAIN |
| MONDELEZ INTERNATIONAL, INC. | May 20, 2026 | Shareholder proposal requesting adoption of an independent board chairman policy Corporate Governance |
Other | Against | Split 2 FOR, 18 AGAINST |
AGAINST 8 funds |
| MORGAN STANLEY | May 14, 2026 | Shareholder proposal requesting an independent Board Chairman Corporate Governance |
Other | Against | Split 2 FOR, 16 AGAINST |
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 | Split 5 FOR, 2 AGAINST |
Split 4 FOR, 2 AGAINST |
| NATURGY ENERGY GROUP SA | March 24, 2026 | AUTHORIZE COMPANY TO CALL EGM WITH 15 DAYS' NOTICE Shareholder Rights and Defenses |
Other | For | FOR 7 funds |
Split 4 FOR, 1 AGAINST |
| NEMETSCHEK SE | May 21, 2026 | APPROVE DISCHARGE OF SUPERVISORY BOARD MEMBER KURT DOBITSCH FOR FISCAL YEAR 2025 Director Elections |
Other | For | Split 3 FOR, 3 AGAINST |
FOR 4 funds |
| NETAPP, INC. | September 10, 2025 | To approve a stockholder proposal regarding support for Special Shareholder Meeting Improvement. Shareholder Rights and Defenses |
Other | Against | AGAINST 23 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 | Split 11 FOR, 9 AGAINST |
Split 7 FOR, 5 AGAINST |
| NEXT PLC | May 21, 2026 | AUTHORISE THE COMPANY TO CALL GENERAL MEETING WITH TWO WEEKS' NOTICE Shareholder Rights and Defenses |
Other | For | FOR 9 funds |
Split 4 FOR, 1 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 19 funds |
Split 5 FOR, 2 AGAINST |
| NORTHFIELD BANCORP, INC. | June 25, 2026 | The approval of the 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 the Northfield Merger Proposal (the "Northfield Adjournment Proposal"). Corporate Governance |
Other | For | Split 5 FOR, 1 ABSTAIN |
FOR 4 funds |
| NOVO NORDISK A/S | November 14, 2025 | ELECT BRITT MEELBY JENSEN AS NEW DIRECTOR Director Elections |
Other | For | Split 1 FOR, 7 ABSTAIN |
Split 1 FOR, 7 ABSTAIN |
| NOVO NORDISK A/S | November 14, 2025 | ELECT CEES DE JONG (VICE CHAIR) AS NEW DIRECTOR Director Elections |
Other | For | Split 4 FOR, 4 ABSTAIN |
Split 1 FOR, 7 ABSTAIN |
| NOVO NORDISK A/S | November 14, 2025 | ELECT LARS REBIEN SORENSEN (CHAIR) AS NEW DIRECTOR Director Elections |
Other | For | Split 1 FOR, 7 ABSTAIN |
Split 1 FOR, 7 ABSTAIN |
| NOVO NORDISK A/S | November 14, 2025 | ELECT MIKAEL DOLSTEN AS NEW DIRECTOR Director Elections |
Other | For | FOR 8 funds |
Split 1 FOR, 7 ABSTAIN |
| NOVO NORDISK A/S | November 14, 2025 | ELECT STEPHAN ENGELS AS NEW DIRECTOR Director Elections |
Other | For | FOR 8 funds |
Split 1 FOR, 7 ABSTAIN |
| NRC HEALTH | June 23, 2026 | APPROVAL OF AN AMENDMENT TO OUR CERTIFICATE OF INCORPORATION TO CHANGE THE VOTING REQUIREMENT FOR STOCKHOLDER ACTION BY WRITTEN CONSENT IN LIEU OF A MEETING FROM UNANIMOUS TO THE VOTING POWER THAT WOULD BE REQUIRED TO GIVE EFFECT TO THE ACTION IF IT WERE APPROVED AT A MEETING, ALONG WITH CERTAIN CLARIFYING, CONFORMING, AND MINISTERIAL CHANGES. Corporate Governance |
Other | For | Split 2 FOR, 4 AGAINST |
FOR 3 funds |
| NRC HEALTH | June 23, 2026 | APPROVAL OF AN AMENDMENT TO OUR CERTIFICATE OF INCORPORATION TO REMOVE CERTAIN SUPERMAJORITY VOTING REQUIREMENTS IN ARTICLE 6 OF OUR CERTIFICATE OF INCORPORATION ALONG WITH CERTAIN CLARIFYING, CONFORMING, AND MINISTERIAL CHANGES. Shareholder Rights and Defenses |
Other | For | Split 2 FOR, 4 AGAINST |
FOR 3 funds |
| 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 | Split 12 FOR, 5 AGAINST |
Split 10 FOR, 2 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 | Split 3 FOR, 1 ABSTAIN |
FOR 4 funds |
| NVR, INC. | May 7, 2026 | Shareholder proposal to reduce the ownership threshold required to call a special meeting. Shareholder Rights and Defenses |
Other | Against | Split 9 FOR, 7 AGAINST |
Split 5 FOR, 2 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 | Split 4 FOR, 1 ABSTAIN |
FOR 3 funds |
| 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 | Split 1 FOR, 10 AGAINST |
AGAINST 6 funds |
| 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 | Split 8 FOR, 1 AGAINST |
AGAINST 4 funds |
| PARTNERS GROUP HOLDING AG | May 20, 2026 | TRANSACT OTHER BUSINESS (VOTING) Corporate Governance |
Other | Not determined | Split 4 AGAINST, 4 ABSTAIN |
AGAINST 4 funds |
| PAYPAL HOLDINGS, INC. | May 19, 2026 | Stockholder Proposal - Reduce Threshold to Call Special Meetings of Stockholders. Shareholder Rights and Defenses |
Other | Against | Split 9 FOR, 8 AGAINST |
Split 4 FOR, 1 AGAINST |
| PEPSICO, INC. | May 6, 2026 | Shareholder Proposal - Independent Board Chair. Corporate Governance |
Other | Against | Split 2 FOR, 20 AGAINST |
Split 2 FOR, 7 AGAINST |
| PFIZER INC. | April 23, 2026 | Adopt an Independent Chair Policy Corporate Governance |
Other | Against | AGAINST 15 funds |
Split 2 FOR, 8 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 | Split 6 FOR, 1 ABSTAIN |
FOR 3 funds |
| PKO BANK POLSKI S.A. | June 29, 2026 | APPROVE DISCHARGE OF ANDRZEJ OSLIZLO (SUPERVISORY BOARD MEMBER) Director Elections |
Other | For | FOR 2 funds |
Split 2 FOR, 1 AGAINST |
| PKO BANK POLSKI S.A. | June 29, 2026 | APPROVE DISCHARGE OF HANNA KUZINSKA (SUPERVISORY BOARD MEMBER) Director Elections |
Other | For | FOR 2 funds |
Split 2 FOR, 1 AGAINST |
| PKO BANK POLSKI S.A. | June 29, 2026 | APPROVE DISCHARGE OF JERZY KALINOWSKI (SUPERVISORY BOARD MEMBER) Director Elections |
Other | For | FOR 2 funds |
Split 2 FOR, 1 AGAINST |
| PKO BANK POLSKI S.A. | June 29, 2026 | APPROVE DISCHARGE OF KATARZYNA ZIMNICKA-JANKOWSKA (SUPERVISORY BOARD DEPUTY CHAIR) Director Elections |
Other | For | FOR 2 funds |
Split 2 FOR, 1 AGAINST |
| PKO BANK POLSKI S.A. | June 29, 2026 | APPROVE DISCHARGE OF KRZYSZTOF DRESLER (DEPUTY CEO) Director Elections |
Other | For | FOR 2 funds |
Split 2 FOR, 1 AGAINST |
| PKO BANK POLSKI S.A. | June 29, 2026 | APPROVE DISCHARGE OF LUDMILA FALAK-CYNIAK (DEPUTY CEO) Director Elections |
Other | For | FOR 2 funds |
Split 2 FOR, 1 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.