Home › Asset managers › Compare 2025-2026 › Fidelity vs Equitable
Fidelity 2025-2026 · Equitable 2025-2026 · Download the item list (CSV)
| Common items | Same | Differ | Split (not in %) | Same position | Fund-level | |
|---|---|---|---|---|---|---|
| All ballot items | 63,913 | 53,510 | 1,976 | 8,427 | 96.4% | 91.9% |
| Board proposals | 53,820 | 44,348 | 1,811 | 7,661 | 96.1% | 91.2% |
| E&S shareholder proposals | 187 | 87 | 0 | 100 | 100.0% | 85.8% |
| Other items | 9,906 | 9,075 | 165 | 666 | 98.2% | 95.8% |
Everything Voted differently Split votes
All ballot items Board proposals E&S shareholder proposals Other items
666 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 | Fidelity | Equitable |
|---|---|---|---|---|---|---|
| RWE AG | April 30, 2026 | Approve Discharge of Supervisory Board Member Hauke Stars for Fiscal Year 2025 Corporate Governance |
Other | For | FOR 18 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 14 funds |
Split 4 FOR, 1 AGAINST |
| Rayonier Inc. | January 27, 2026 | The Rayonier adjournment proposal: To approve the adjournment of the Rayonier 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 Rayonier special meeting to approve the Rayonier share issuance proposal (the "Rayonier adjournment proposal"). Corporate Governance |
Other | For | FOR 16 funds |
Split 2 FOR, 4 ABSTAIN |
| Rinnai Corp. | June 26, 2026 | Approve Restricted Stock Plan Compensation |
Other | Against | AGAINST 6 funds |
Split 1 FOR, 1 AGAINST |
| Rohto Pharmaceutical Co., Ltd. | June 24, 2026 | Approve Restricted Stock Plan Compensation |
Other | Against | AGAINST 8 funds |
Split 1 FOR, 2 AGAINST |
| Royal Bank of Canada | April 9, 2026 | SP 10: Report on Loans Made by the Bank in Support of the Circular Economy Environment or Climate |
Other | Against | Split 1 FOR, 20 AGAINST |
FOR 1 fund |
| Royal Bank of Canada | April 9, 2026 | SP 11: Hold Annual Meetings of the Company in Person with Virtual Meetings as Complements Corporate Governance |
Other | Against | Split 2 FOR, 19 AGAINST |
ABSTAIN 1 fund |
| Royal Bank of Canada | April 9, 2026 | SP 6: Report on Forced Labor and Child Labor in Lending Portfolios Human Rights or Human Capital/workforce |
Other | Against | Split 2 FOR, 19 AGAINST |
FOR 1 fund |
| Royal Bank of Canada | April 9, 2026 | SP 7: Report on AI-Use in High-Level Decision-Making, Risk Assessment and Loan Grants Other Social Issues |
Other | Against | Split 2 FOR, 19 AGAINST |
FOR 1 fund |
| Royal Bank of Canada | April 9, 2026 | SP 9: Advisory Vote on Environmental Policies Environment or Climate |
Other | Against | Split 2 FOR, 19 AGAINST |
FOR 1 fund |
| 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 29 funds |
Split 12 FOR, 6 AGAINST |
| SANDOZ GROUP AG | April 9, 2026 | TRANSACT OTHER BUSINESS (VOTING) Corporate Governance |
Other | For | AGAINST 1 fund |
Split 4 AGAINST, 3 ABSTAIN |
| SAPIENS INTERNATIONAL CORPORATION NV | November 19, 2025 | ADJOURN MEETING Corporate Governance |
Other | For | FOR 10 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 10 funds |
Split 3 FOR, 2 ABSTAIN |
| SAUDI AWWAL BANK | April 21, 2026 | APPROVE RELATED PARTY TRANSACTIONS WITH HSBC SOFTWARE DEVELOPMENT PRIVATE LIMITED REGARDING CONSULTING SERVICES Extraordinary Transactions |
Other | For | Split 1 FOR, 10 AGAINST |
AGAINST 1 fund |
| SCHINDLER HOLDING AG | March 24, 2026 | Transact Other Business (Voting) Corporate Governance |
Other | For | AGAINST 4 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 19 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 13 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 13 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 14 funds |
Split 4 FOR, 2 ABSTAIN |
| 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 | FOR 12 funds |
Split 4 FOR, 1 AGAINST |
| 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 12 funds |
Split 5 FOR, 1 ABSTAIN |
| SEMPRA | May 12, 2026 | Shareholder proposal requesting an independent board chairman Corporate Governance |
Other | Against | AGAINST 57 funds |
Split 1 FOR, 21 AGAINST |
| SENKO Group Holdings Co., Ltd. | June 25, 2026 | Appoint Shareholder Director Nominee Okamura, Kotaro Director Elections |
Other | Against | AGAINST 4 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 | Split 20 FOR, 15 AGAINST |
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 28 funds |
Split 2 FOR, 20 AGAINST |
| SEVERN TRENT PLC | July 10, 2025 | Approve Net Zero Transition Plan Environment or Climate |
Other | For | FOR 11 funds |
Split 9 FOR, 1 ABSTAIN |
| SGS SA | March 26, 2026 | Transact Other Business (Voting) Corporate Governance |
Other | For | AGAINST 3 funds |
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 | AGAINST 7 funds |
Split 1 FOR, 1 AGAINST |
| 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 | FOR 1 fund |
Split 1 FOR, 2 AGAINST |
| SIEMENS HEALTHINEERS AG | February 5, 2026 | AMEND ARTICLES RE: SIMPLE MAJORITY FOR ADOPTION OF RESOLUTIONS Corporate Governance |
Other | For | Split 1 FOR, 8 AGAINST |
AGAINST 8 funds |
| SIKA AG | March 24, 2026 | Transact Other Business (Voting) Corporate Governance |
Other | Not determined | AGAINST 1 fund |
Split 5 AGAINST, 2 ABSTAIN |
| 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 15 funds |
Split 4 FOR, 2 ABSTAIN |
| SMC Corp. (Japan) | June 26, 2026 | Amend Articles to Abolish Board Structure with Statutory Auditors - Adopt Board Structure with Audit Committee - Amend Provisions on Number of Directors - Remove All Provisions on Advisory Positions - Authorize Board to Determine Income Allocation Corporate Governance |
Other | For | Split 12 FOR, 2 AGAINST |
FOR 9 funds |
| 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 1 FOR, 30 AGAINST |
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 | AGAINST 15 funds |
Split 5 FOR, 4 AGAINST |
| 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 | FOR 11 funds |
Split 5 FOR, 1 ABSTAIN |
| SONOVA HOLDING AG | June 16, 2026 | Transact Other Business (Voting) Corporate Governance |
Other | Not determined | AGAINST 3 funds |
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 68 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 51 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 12 funds |
Split 3 FOR, 1 ABSTAIN |
| STOLT-NIELSEN LTD | April 16, 2026 | AUTHORIZE BOARD TO FILL VACANCIES Corporate Governance |
Other | For | Split 1 FOR, 2 AGAINST |
AGAINST 1 fund |
| 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 6 funds |
Split 4 FOR, 1 AGAINST |
| SUN HUNG KAI PROPERTIES LTD | November 6, 2025 | TO ADOPT NEW ARTICLES OF ASSOCIATION Corporate Governance |
Other | For | FOR 12 funds |
Split 4 FOR, 3 AGAINST |
| SUNGROW POWER SUPPLY CO LTD | April 24, 2026 | Elect Cao Renxian as Director Director Elections |
Other | For | Split 6 FOR, 1 AGAINST |
FOR 1 fund |
| SUNGROW POWER SUPPLY CO LTD | April 24, 2026 | Elect Gu Yilei as Director Director Elections |
Other | For | Split 6 FOR, 1 AGAINST |
FOR 1 fund |
| SUNGROW POWER SUPPLY CO LTD | April 24, 2026 | Elect Wu Jiamao as Director Director Elections |
Other | For | Split 6 FOR, 1 AGAINST |
FOR 1 fund |
| SUNGROW POWER SUPPLY CO LTD | April 24, 2026 | Elect Zhang Xucheng as Director Director Elections |
Other | For | Split 6 FOR, 1 AGAINST |
FOR 1 fund |
| 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 9 funds |
Split 1 AGAINST, 1 ABSTAIN |
| SWISS LIFE HOLDING AG | May 7, 2026 | Transact Other Business (Voting) Corporate Governance |
Other | Not determined | AGAINST 6 funds |
Split 3 AGAINST, 3 ABSTAIN |
| SWISS PRIME SITE AG | March 12, 2026 | Transact Other Business (Voting) Corporate Governance |
Other | Not determined | AGAINST 1 fund |
Split 5 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 6 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 70 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 34 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 28 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 2 funds |
Split 1 FOR, 1 AGAINST |
| Shandong Weigao Group Medical Polymer Company Limited | October 17, 2025 | Approve Second Batch Proposed Amendments to the Existing Articles of Association and Adopt New Articles of Association Corporate Governance |
Other | For | Split 6 FOR, 9 AGAINST |
AGAINST 1 fund |
| Shimano, Inc. | March 24, 2026 | Initiate Share Repurchase Program Capital Structure |
Other | Against | AGAINST 10 funds |
Split 1 FOR, 9 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 61 funds |
Split 1 FOR, 8 AGAINST |
| StoneCo Ltd. | April 23, 2026 | Accept Financial Statements and Statutory Reports Corporate Governance |
Other | For | FOR 27 funds |
Split 3 FOR, 3 ABSTAIN |
| Subaru Corp. | June 24, 2026 | Amend Articles to Adopt Board Structure with Audit Committee - Amend Provisions on Number of Directors - Amend Provisions on Director Titles - Authorize Board to Determine Income Allocation Corporate Governance |
Other | For | Split 15 FOR, 1 AGAINST |
FOR 9 funds |
| Suncor Energy Inc. | May 5, 2026 | SP 1: Report on Sustainability Corporate Governance |
Other | Against | AGAINST 28 funds |
Split 1 FOR, 1 AGAINST |
| Swiss Re AG | April 10, 2026 | Transact Other Business (Voting) Corporate Governance |
Other | For | AGAINST 1 fund |
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 59 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 | AGAINST 2 funds |
Split 1 FOR, 1 AGAINST |
| TBS Holdings, Inc. | June 26, 2026 | Initiate Share Repurchase Program Capital Structure |
Other | Against | AGAINST 2 funds |
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 12 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 | Split 3 FOR, 11 AGAINST |
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 | Split 79 FOR, 1 AGAINST |
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 | Split 20 AGAINST, 58 ABSTAIN |
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 80 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 | Split 78 FOR, 1 AGAINST |
Split 14 FOR, 9 AGAINST |
| TESLA, INC. | November 6, 2025 | A shareholder proposal to amend Article X of the bylaws. Corporate Governance |
Other | Against | Split 59 FOR, 19 AGAINST |
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 | FOR 79 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 80 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 | Split 59 FOR, 19 AGAINST |
Split 21 FOR, 2 AGAINST |
| TETRA TECHNOLOGIES, INC. | May 22, 2026 | Ratification of Amendment No. 1 to our Tax Benefits Preservation Plan. Shareholder Rights and Defenses |
Other | For | Split 13 FOR, 1 AGAINST |
FOR 6 funds |
| 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 1 FOR, 16 AGAINST |
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 30 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 23 funds |
Split 7 FOR, 10 AGAINST |
| THE BOEING COMPANY | April 17, 2026 | Action by Written Consent. Shareholder Rights and Defenses |
Other | Against | AGAINST 76 funds |
Split 9 FOR, 10 AGAINST |
| THE BOEING COMPANY | April 17, 2026 | Board Committee on Disability Access. Corporate Governance |
Other | Against | AGAINST 77 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 | Split 23 FOR, 1 AGAINST |
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 66 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 | Split 49 FOR, 22 AGAINST |
Split 10 FOR, 13 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 39 FOR, 14 AGAINST |
Split 9 FOR, 10 AGAINST |
| THE GOLDMAN SACHS GROUP, INC. | April 29, 2026 | Shareholder Proposal Regarding Special Shareholder Meeting Thresholds Shareholder Rights and Defenses |
Other | Against | AGAINST 46 funds |
Split 9 FOR, 10 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 59 funds |
Split 7 FOR, 11 AGAINST |
| THE HOME DEPOT, INC. | May 21, 2026 | Shareholder Proposal Regarding Independent Board Chair Corporate Governance |
Other | Against | AGAINST 64 funds |
Split 1 FOR, 20 AGAINST |
| THE KANSAI ELECTRIC POWER COMPANY,INCORPORATED | June 25, 2026 | Amend Articles to Require Individual Compensation Disclosure for Executive Officers Compensation |
Other | Against | Split 1 FOR, 21 AGAINST |
Split 4 FOR, 4 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 | FOR 52 funds |
Split 22 FOR, 1 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 51 funds |
Split 11 FOR, 10 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 | FOR 46 funds |
Split 14 FOR, 2 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 20 funds |
Split 5 FOR, 3 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 | AGAINST 32 funds |
Split 2 FOR, 14 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 65 funds |
Split 1 FOR, 16 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 24 FOR, 1 AGAINST |
Split 4 FOR, 2 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 18 funds |
Split 2 FOR, 2 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.