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
3,422 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 |
|---|---|---|---|---|---|---|
| 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 | Split 4 FOR, 2 ABSTAIN |
FOR 4 funds |
| SELLAS LIFE SCIENCES GROUP, INC. | June 16, 2026 | The approval of any postponement or adjournment of the 2026 Annual Meeting, from time to time, if necessary, to solicit additional proxies if there are not sufficient votes at the time of the 2026 Annual Meeting to adopt the proposals set forth above or to establish a quorum. Corporate Governance |
Other | For | Split 4 FOR, 1 AGAINST |
AGAINST 3 funds |
| 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 | Split 5 FOR, 1 ABSTAIN |
FOR 3 funds |
| SEMPRA | May 12, 2026 | Shareholder proposal requesting an independent board chairman Corporate Governance |
Other | Against | Split 1 FOR, 21 AGAINST |
AGAINST 11 funds |
| 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 | Split 3 FOR, 4 AGAINST |
AGAINST 6 funds |
| SERVICENOW, INC. | May 21, 2026 | Shareholder proposal regarding shareholder right to act by written consent. Shareholder Rights and Defenses |
Other | Against | Split 2 FOR, 20 AGAINST |
Split 5 FOR, 4 AGAINST |
| SGS SA | March 26, 2026 | Transact Other Business (Voting) Corporate Governance |
Other | For | Split 3 AGAINST, 3 ABSTAIN |
AGAINST 5 funds |
| SHOPIFY INC. | June 16, 2026 | Shareholder Proposal Vote on the shareholder proposal, as disclosed in the Management Information Circular for the Meeting. Corporate Governance |
Other | Against | Split 1 FOR, 2 AGAINST |
AGAINST 3 funds |
| SIEMENS ENERGY AG | February 26, 2026 | APPROVE DISCHARGE OF MANAGEMENT BOARD MEMBER VINOD PHILIP FOR FISCAL YEAR 2024/25 Director Elections |
Other | For | FOR 9 funds |
Split 4 FOR, 1 AGAINST |
| SIEMENS ENERGY AG | February 26, 2026 | APPROVE DISCHARGE OF SUPERVISORY BOARD MEMBER ANDREA FEHRMANN FOR FISCAL YEAR 2024/25 Director Elections |
Other | For | FOR 9 funds |
Split 4 FOR, 1 AGAINST |
| SIEMENS ENERGY AG | February 26, 2026 | APPROVE DISCHARGE OF SUPERVISORY BOARD MEMBER ANDREAS FELDMUELLER FOR FISCAL YEAR 2024/25 Director Elections |
Other | For | FOR 9 funds |
Split 4 FOR, 1 AGAINST |
| SIEMENS ENERGY AG | February 26, 2026 | APPROVE DISCHARGE OF SUPERVISORY BOARD MEMBER ANJA-ISABEL DOTZENRATH (FROM FEB. 20, 2025) FOR FISCAL YEAR 2024/25 Director Elections |
Other | For | FOR 9 funds |
Split 4 FOR, 1 AGAINST |
| SIEMENS ENERGY AG | February 26, 2026 | APPROVE DISCHARGE OF SUPERVISORY BOARD MEMBER CHRISTINE BORTENLAENGER (UNTIL FEB. 20, 2025) FOR FISCAL YEAR 2024/25 Director Elections |
Other | For | FOR 9 funds |
Split 4 FOR, 1 AGAINST |
| SIEMENS ENERGY AG | February 26, 2026 | APPROVE DISCHARGE OF SUPERVISORY BOARD MEMBER CORNELIA SCHAU FOR FISCAL YEAR 2024/25 Director Elections |
Other | For | FOR 9 funds |
Split 4 FOR, 1 AGAINST |
| SIEMENS ENERGY AG | February 26, 2026 | APPROVE DISCHARGE OF SUPERVISORY BOARD MEMBER FEIYU XU (FROM FEB. 20, 2025) FOR FISCAL YEAR 2024/25 Director Elections |
Other | For | FOR 9 funds |
Split 4 FOR, 1 AGAINST |
| SIEMENS ENERGY AG | February 26, 2026 | APPROVE DISCHARGE OF SUPERVISORY BOARD MEMBER GEISHA WILLIAMS FOR FISCAL YEAR 2024/25 Director Elections |
Other | For | FOR 9 funds |
Split 4 FOR, 1 AGAINST |
| SIEMENS ENERGY AG | February 26, 2026 | APPROVE DISCHARGE OF SUPERVISORY BOARD MEMBER GUENTER AUGUSTAT FOR FISCAL YEAR 2024/25 Director Elections |
Other | For | FOR 9 funds |
Split 4 FOR, 1 AGAINST |
| SIEMENS ENERGY AG | February 26, 2026 | APPROVE DISCHARGE OF SUPERVISORY BOARD MEMBER HILDEGARD MUELLER (UNTIL FEB. 20, 2025) FOR FISCAL YEAR 2024/25 Director Elections |
Other | For | FOR 9 funds |
Split 4 FOR, 1 AGAINST |
| SIEMENS ENERGY AG | February 26, 2026 | APPROVE DISCHARGE OF SUPERVISORY BOARD MEMBER HUBERT LIENHARD FOR FISCAL YEAR 2024/25 Director Elections |
Other | For | FOR 9 funds |
Split 4 FOR, 1 AGAINST |
| SIEMENS ENERGY AG | February 26, 2026 | APPROVE DISCHARGE OF SUPERVISORY BOARD MEMBER JOE KAESER FOR FISCAL YEAR 2024/25 Director Elections |
Other | For | FOR 9 funds |
Split 4 FOR, 1 AGAINST |
| SIEMENS ENERGY AG | February 26, 2026 | APPROVE DISCHARGE OF SUPERVISORY BOARD MEMBER JUERGEN KERNER FOR FISCAL YEAR 2024/25 Director Elections |
Other | For | FOR 9 funds |
Split 4 FOR, 1 AGAINST |
| SIEMENS ENERGY AG | February 26, 2026 | APPROVE DISCHARGE OF SUPERVISORY BOARD MEMBER LAURENCE MULLIEZ FOR FISCAL YEAR 2024/25 Director Elections |
Other | For | FOR 9 funds |
Split 4 FOR, 1 AGAINST |
| SIEMENS ENERGY AG | February 26, 2026 | APPROVE DISCHARGE OF SUPERVISORY BOARD MEMBER MANFRED BAEREIS FOR FISCAL YEAR 2024/25 Director Elections |
Other | For | FOR 9 funds |
Split 4 FOR, 1 AGAINST |
| SIEMENS ENERGY AG | February 26, 2026 | APPROVE DISCHARGE OF SUPERVISORY BOARD MEMBER MANUEL BLOEMERS FOR FISCAL YEAR 2024/25 Director Elections |
Other | For | FOR 9 funds |
Split 4 FOR, 1 AGAINST |
| SIEMENS ENERGY AG | February 26, 2026 | APPROVE DISCHARGE OF SUPERVISORY BOARD MEMBER MATTHIAS REBELLIUS FOR FISCAL YEAR 2024/25 Director Elections |
Other | For | FOR 9 funds |
Split 4 FOR, 1 AGAINST |
| SIEMENS ENERGY AG | February 26, 2026 | APPROVE DISCHARGE OF SUPERVISORY BOARD MEMBER NADINE FLORIAN FOR FISCAL YEAR 2024/25 Director Elections |
Other | For | FOR 9 funds |
Split 4 FOR, 1 AGAINST |
| SIEMENS ENERGY AG | February 26, 2026 | APPROVE DISCHARGE OF SUPERVISORY BOARD MEMBER ROBERT KENSBOCK FOR FISCAL YEAR 2024/25 Director Elections |
Other | For | FOR 9 funds |
Split 4 FOR, 1 AGAINST |
| SIEMENS ENERGY AG | February 26, 2026 | APPROVE DISCHARGE OF SUPERVISORY BOARD MEMBER SIGMAR GABRIEL FOR FISCAL YEAR 2024/25 Director Elections |
Other | For | FOR 9 funds |
Split 4 FOR, 1 AGAINST |
| SIEMENS ENERGY AG | February 26, 2026 | APPROVE DISCHARGE OF SUPERVISORY BOARD MEMBER SIMONE MENNE FOR FISCAL YEAR 2024/25 Director Elections |
Other | For | FOR 9 funds |
Split 4 FOR, 1 AGAINST |
| SIEMENS ENERGY AG | February 26, 2026 | APPROVE DISCHARGE OF SUPERVISORY BOARD MEMBER THOMAS PFANN FOR FISCAL YEAR 2024/25 Director Elections |
Other | For | FOR 9 funds |
Split 4 FOR, 1 AGAINST |
| SIEMENS ENERGY AG | February 26, 2026 | APPROVE DISCHARGE OF SUPERVISORY BOARD MEMBER VERONIKA GRIMM FOR FISCAL YEAR 2024/25 Director Elections |
Other | For | FOR 9 funds |
Split 4 FOR, 1 AGAINST |
| SIEMENS HEALTHINEERS AG | February 5, 2026 | APPROVE DISCHARGE OF SUPERVISORY BOARD MEMBER NATHALIE VON SIEMENS FOR FISCAL YEAR 2025 Director Elections |
Other | For | FOR 8 funds |
Split 2 FOR, 1 AGAINST |
| SIEMENS HEALTHINEERS AG | February 5, 2026 | APPROVE DISCHARGE OF SUPERVISORY BOARD MEMBER PETER KOERTE FOR FISCAL YEAR 2025 Director Elections |
Other | For | FOR 8 funds |
Split 2 FOR, 1 AGAINST |
| SIEMENS HEALTHINEERS AG | February 5, 2026 | APPROVE DISCHARGE OF SUPERVISORY BOARD MEMBER RALF THOMAS FOR FISCAL YEAR 2025 Director Elections |
Other | For | FOR 8 funds |
Split 2 FOR, 1 AGAINST |
| SIEMENS HEALTHINEERS AG | February 5, 2026 | APPROVE DISCHARGE OF SUPERVISORY BOARD MEMBER ROLAND BUSCH FOR FISCAL YEAR 2025 Director Elections |
Other | For | FOR 8 funds |
Split 2 FOR, 1 AGAINST |
| SIEMENS HEALTHINEERS AG | February 5, 2026 | APPROVE DISCHARGE OF SUPERVISORY BOARD MEMBER VERONIKA BIENERT FOR FISCAL YEAR 2025 Director Elections |
Other | For | FOR 8 funds |
Split 2 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 | Split 4 FOR, 2 ABSTAIN |
FOR 3 funds |
| SMITH & NEPHEW PLC | May 6, 2026 | Authorise the Company to Call General Meeting with Two Weeks' Notice Shareholder Rights and Defenses |
Other | For | FOR 10 funds |
Split 4 FOR, 1 AGAINST |
| 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 | Split 8 FOR, 1 AGAINST |
FOR 2 funds |
| SONIDA SENIOR LIVING, INC. | February 26, 2026 | Proposal to approve the adjournment of the SNDA special meeting, if necessary, to permit the solicitation of additional proxies in the event that there are insufficient votes on the Authorized Share Increase Proposal and/or the Stock Issuance Proposal presented to SNDA shareholders. Corporate Governance |
Other | For | Split 5 FOR, 1 ABSTAIN |
FOR 3 funds |
| STANDARD LIFE PLC | May 14, 2026 | AUTHORISE THE COMPANY TO CALL GENERAL MEETING WITH TWO WEEKS' NOTICE Shareholder Rights and Defenses |
Other | For | FOR 9 funds |
Split 3 FOR, 1 AGAINST |
| STARBUCKS CORPORATION | March 25, 2026 | Shareholder proposal requesting adoption of an independent board chair policy Corporate Governance |
Other | Against | Split 1 FOR, 20 AGAINST |
AGAINST 12 funds |
| 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 | Split 1 FOR, 19 AGAINST |
Split 1 FOR, 10 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 | Split 3 FOR, 1 ABSTAIN |
FOR 4 funds |
| STRAUMANN HOLDING AG | April 17, 2026 | TRANSACT OTHER BUSINESS (VOTING) Corporate Governance |
Other | Not determined | Split 3 AGAINST, 3 ABSTAIN |
AGAINST 3 funds |
| SUN HUNG KAI PROPERTIES LTD | November 6, 2025 | TO ADOPT NEW ARTICLES OF ASSOCIATION Corporate Governance |
Other | For | Split 4 FOR, 3 AGAINST |
Split 4 FOR, 1 AGAINST |
| SWISSCOM AG | March 25, 2026 | TRANSACT OTHER BUSINESS (VOTING) Corporate Governance |
Other | Not determined | Split 4 AGAINST, 3 ABSTAIN |
AGAINST 4 funds |
| 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 | Split 1 FOR, 18 AGAINST |
Split 6 FOR, 3 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 | Split 5 FOR, 1 AGAINST, 4 ABSTAIN |
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 | Split 4 FOR, 19 AGAINST |
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 | Split 1 FOR, 17 AGAINST |
Split 6 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 | Split 6 FOR, 1 AGAINST |
FOR 4 funds |
| 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 | Split 3 FOR, 2 AGAINST, 2 ABSTAIN |
AGAINST 5 funds |
| 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 | Split 17 FOR, 5 AGAINST |
FOR 11 funds |
| TESLA, INC. | November 6, 2025 | A shareholder proposal regarding Board authorization of an investment in xAl. Corporate Governance |
Other | None | Split 3 FOR, 20 AGAINST, 1 ABSTAIN |
AGAINST 11 funds |
| 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 | Split 1 FOR, 23 AGAINST |
AGAINST 11 funds |
| 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 | Split 14 FOR, 9 AGAINST |
FOR 11 funds |
| TESLA, INC. | November 6, 2025 | A shareholder proposal to amend Article X of the bylaws. Corporate Governance |
Other | Against | Split 7 FOR, 15 AGAINST |
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 | Split 16 FOR, 6 AGAINST |
Split 9 AGAINST, 2 ABSTAIN |
| TESLA, INC. | November 6, 2025 | A shareholder proposal to elect each director annually. Shareholder Rights and Defenses |
Other | Against | Split 23 FOR, 1 AGAINST |
FOR 11 funds |
| 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 | Split 21 FOR, 2 AGAINST |
Split 8 FOR, 3 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 | Split 5 FOR, 3 AGAINST |
AGAINST 7 funds |
| TEXAS INSTRUMENTS INCORPORATED | April 16, 2026 | Stockholder proposal to permit stockholders to act by written consent. Shareholder Rights and Defenses |
Other | Against | Split 11 FOR, 12 AGAINST |
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 | Split 7 FOR, 10 AGAINST |
Split 5 FOR, 2 AGAINST |
| THE BOEING COMPANY | April 17, 2026 | Action by Written Consent. Shareholder Rights and Defenses |
Other | Against | Split 9 FOR, 10 AGAINST |
Split 4 FOR, 3 AGAINST |
| THE BOEING COMPANY | April 17, 2026 | Board Committee on Disability Access. Corporate Governance |
Other | Against | Split 22 AGAINST, 1 ABSTAIN |
AGAINST 7 funds |
| THE CAMPBELL'S COMPANY | November 18, 2025 | To vote on a shareholder proposal regarding simple majority voting. Shareholder Rights and Defenses |
Other | Against | Split 11 FOR, 6 AGAINST |
FOR 8 funds |
| THE CIGNA GROUP | April 22, 2026 | Shareholder Proposal - Shareholder Right to Act by Written Consent Shareholder Rights and Defenses |
Other | Against | Split 8 FOR, 11 AGAINST |
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 | Split 10 FOR, 13 AGAINST |
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 25 funds |
Split 1 FOR, 8 AGAINST |
| THE ESTEE LAUDER COMPANIES INC. | November 13, 2025 | Approval of Amendments to the Restated Certificate of Incorporation to Eliminate the Monetary Liability of Certain Officers as Permitted by Delaware Law and to Make Certain Miscellaneous Changes to Article IV thereof. Director Elections |
Other | For | Split 9 FOR, 10 AGAINST |
AGAINST 5 funds |
| THE GOLDMAN SACHS GROUP, INC. | April 29, 2026 | Shareholder Proposal Regarding Special Shareholder Meeting Thresholds Shareholder Rights and Defenses |
Other | Against | Split 9 FOR, 10 AGAINST |
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 | Split 7 FOR, 11 AGAINST |
Split 6 FOR, 4 AGAINST |
| THE HOME DEPOT, INC. | May 21, 2026 | Shareholder Proposal Regarding Independent Board Chair Corporate Governance |
Other | Against | Split 1 FOR, 20 AGAINST |
Split 3 FOR, 9 AGAINST |
| THE SHERWIN-WILLIAMS COMPANY | April 22, 2026 | Advisory Approval of Management Proposal to Amend Shareholders' Ability to Call a Special Meeting to a 25% Ownership Threshold Shareholder Rights and Defenses |
Other | For | Split 22 FOR, 1 AGAINST |
FOR 7 funds |
| THE SHERWIN-WILLIAMS COMPANY | April 22, 2026 | Shareholder Proposal Regarding Shareholder Ability to Call a Special Meeting Shareholder Rights and Defenses |
Other | Against | Split 11 FOR, 10 AGAINST |
Split 4 FOR, 3 AGAINST |
| THE SOUTHERN COMPANY | May 13, 2026 | Approve an amendment to the Restated Certificate of Incorporation to provide for officer exculpation Director Elections |
Other | For | Split 14 FOR, 2 AGAINST |
FOR 11 funds |
| 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 | Split 5 FOR, 3 AGAINST |
Split 5 FOR, 2 AGAINST |
| THE TRADE DESK, INC. | September 16, 2025 | The approval of one or more adjournments of the Special Meeting, if necessary, to solicit additional proxies if there are insufficient votes at the time of the Special Meeting to approve Proposal 1. Corporate Governance |
Other | For | Split 2 FOR, 14 AGAINST |
AGAINST 5 funds |
| 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 | Split 1 FOR, 16 AGAINST |
Split 2 FOR, 5 AGAINST |
| THE WENDY'S COMPANY | May 20, 2026 | Stockholder proposal regarding a restriction on "blank-check" preferred stock, if properly presented at the Annual Meeting. Capital Structure |
Other | Against | Split 4 FOR, 2 AGAINST |
FOR 1 fund |
| THE WESTERN UNION COMPANY | May 14, 2026 | Stockholder proposal regarding stockholder right to act by written consent Shareholder Rights and Defenses |
Other | Against | Split 2 FOR, 2 AGAINST |
Split 1 FOR, 1 AGAINST |
| TIPTREE INC. | December 3, 2025 | A proposal to approve one or more adjournments of the special meeting, if necessary, to solicit additional proxies, in the event that there are insufficient votes to approve the Merger Proposal. Corporate Governance |
Other | For | Split 1 FOR, 5 AGAINST |
FOR 4 funds |
| 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 | Split 6 FOR, 4 AGAINST |
Split 5 FOR, 3 AGAINST |
| TREEHOUSE FOODS, INC. | January 29, 2026 | Approval of the adjournment of the Special Meeting to a later date or dates, if necessary or appropriate, including to solicit additional proxies if there are insufficient votes at the time of the Special Meeting to approve the proposal to adopt the Merger Agreement. Corporate Governance |
Other | For | Split 4 FOR, 1 ABSTAIN |
FOR 4 funds |
| TRICO BANCSHARES | May 21, 2026 | Amendment to the Company's Bylaws to eliminate cumulative voting rights. Shareholder Rights and Defenses |
Other | For | Split 2 FOR, 2 AGAINST |
AGAINST 6 funds |
| TRUECAR, INC. | December 22, 2025 | To approve one or more adjournments of the Special Meeting, if necessary, to solicit additional proxies if a quorum is not present or there are not sufficient votes cast at the Special Meeting to approve the Merger Proposal (the ''Adjournment Proposal''). Corporate Governance |
Other | For | Split 4 FOR, 1 ABSTAIN |
FOR 3 funds |
| 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 12 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 | Split 9 FOR, 7 AGAINST |
Split 6 FOR, 3 AGAINST |
| UNIFIRST CORPORATION | June 11, 2026 | To adjourn the special meeting of UniFirst shareholders to a later date or dates, if necessary or appropriate, to solicit additional proxies if, immediately prior to such adjournment, there are not sufficient votes at the time of the UniFirst special meeting to approve the UniFirst merger proposal or to ensure any supplement or amendment to the joint proxy statement/prospectus is timely provided to holders of UniFirst common stock (the ''UniFirst adjournment proposal''). Corporate Governance |
Other | For | Split 4 FOR, 2 ABSTAIN |
FOR 5 funds |
| 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 | Split 7 FOR, 9 AGAINST |
Split 6 FOR, 2 AGAINST |
| UNITED PARCEL SERVICE, INC. | May 7, 2026 | To take steps to reduce the voting power of UPS class A stock from 10 votes per share to one vote per share. Shareholder Rights and Defenses |
Other | Against | Split 11 FOR, 5 AGAINST |
FOR 11 funds |
| UNITED RENTALS, INC. | May 8, 2026 | Stockholder Proposal on Directors Who Fail to Obtain a Majority Vote Corporate Governance |
Other | Against | Split 1 FOR, 19 AGAINST |
AGAINST 14 funds |
| UNITEDHEALTH GROUP INCORPORATED | June 1, 2026 | If properly presented at the 2026 Annual Meeting of Shareholders, the shareholder proposal requesting the adoption of a policy to require any Board Chair to be independent. Corporate Governance |
Other | Against | Split 1 FOR, 21 AGAINST |
AGAINST 20 funds |
| UNIVERSAL HEALTH SERVICES, INC. | May 20, 2026 | Stockholder proposal to report votes based on UHS shareholder money at risk, if properly presented at the meeting. Shareholder Rights and Defenses |
Other | Against | Split 9 FOR, 7 AGAINST |
FOR 7 funds |
| UROGEN PHARMA LTD | June 22, 2026 | To approve the amendment and restatement of the Articles of Association of the Company to, among other things, tie eligibility for shareholder proposals to the requirements under the Israeli Companies Law. Corporate Governance |
Other | For | Split 5 FOR, 1 AGAINST |
AGAINST 3 funds |
| VERIS RESIDENTIAL, INC. | May 21, 2026 | To adjourn the special meeting to a later date or time if necessary or appropriate to ensure that any necessary supplement or amendment to the accompanying proxy statement is provided to Company stockholders a reasonable amount of time in advance of the special meeting or to solicit additional proxies in favor of the Merger Proposal if there are insufficient votes at the time of the special meeting to approve the Merger Proposal. Corporate Governance |
Other | For | Split 4 FOR, 3 ABSTAIN |
FOR 3 funds |
| VERISIGN, INC. | May 21, 2026 | Stockholder Proposal Regarding an Independent Chair Policy, if Properly Presented at the Meeting Corporate Governance |
Other | Against | Split 2 FOR, 18 AGAINST |
AGAINST 6 funds |
| VERISK ANALYTICS, INC. | May 19, 2026 | Shareholder Proposal - Shareholder Right to Act by Written Consent. Shareholder Rights and Defenses |
Other | Against | Split 10 FOR, 10 AGAINST |
Split 4 FOR, 2 AGAINST |
| VERIZON COMMUNICATIONS | May 21, 2026 | Independent board chair Corporate Governance |
Other | Against | Split 1 FOR, 18 AGAINST |
Split 1 FOR, 10 AGAINST |
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How items are matched and positions counted: see the comparison table and the methodology. Built November 1, 2026 from SEC Form N-PX filings.