Home › Asset managers › Compare 2025-2026 › JPMorgan vs Brighthouse
Note on Brighthouse: its funds did not all vote the same way on 12.0% of the 120,248 ballot items it voted. Those items are not in the percentage above; the ones it shares with this pair are listed under “Split votes”.
JPMorgan 2025-2026 · Brighthouse 2025-2026 · Download the item list (CSV)
| Common items | Same | Differ | Split (not in %) | Same position | Fund-level | |
|---|---|---|---|---|---|---|
| All ballot items | 30,437 | 24,523 | 1,668 | 4,246 | 93.6% | 88.3% |
| Board proposals | 24,375 | 19,281 | 1,523 | 3,571 | 92.7% | 87.6% |
| E&S shareholder proposals | 144 | 7 | 0 | 137 | 100.0% | 43.7% |
| Other items | 5,918 | 5,235 | 145 | 538 | 97.3% | 92.5% |
Everything Voted differently Split votes
All ballot items Board proposals E&S shareholder proposals Other items
4,246 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 | JPMorgan | Brighthouse |
|---|---|---|---|---|---|---|
| NOVO NORDISK A/S | November 14, 2025 | ELECT STEPHAN ENGELS AS NEW DIRECTOR Director Elections |
Other | For | FOR 16 funds |
Split 3 FOR, 3 ABSTAIN |
| NRG ENERGY, INC. | April 30, 2026 | To vote on a stockholder proposal to give shareholders the ability to call for a special shareholder meeting, if properly presented at the meeting. Shareholder Rights and Defenses |
Other | Against | AGAINST 12 funds |
Split 7 FOR, 2 ABSTAIN |
| NVIDIA CORPORATION | June 24, 2026 | Approval of a non-binding stockholder proposal requesting the replacement of supermajority voting provisions in our charter and bylaws with a simple majority voting standard. Shareholder Rights and Defenses |
Other | Against | FOR 35 funds |
Split 13 FOR, 8 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 6 funds |
Split 4 FOR, 4 ABSTAIN |
| NXP SEMICONDUCTORS N.V. | June 10, 2026 | Adoption of the 2025 Statutory Annual Accounts Corporate Governance |
Other | For | FOR 30 funds |
Split 8 FOR, 3 ABSTAIN |
| Nordea Bank Abp | March 24, 2026 | Approve Proposal Regarding Business Activities in the Arctic Region Environment or Climate |
Other | Against | AGAINST 11 funds |
Split 2 AGAINST, 1 ABSTAIN |
| OGE ENERGY CORP. | May 14, 2026 | Shareholder Proposal Regarding Simple Majority Vote. Shareholder Rights and Defenses |
Other | Against | FOR 7 funds |
Split 3 FOR, 1 ABSTAIN |
| OMNICELL, INC. | May 19, 2026 | Proposal to approve an amendment to the Company's Amended and Restated Certificate of Incorporation to provide exculpation from personal liability for certain officers as permitted by Delaware law and make certain other minor, non-substantive updates. Director Elections |
Other | For | AGAINST 5 funds |
Split 2 FOR, 1 AGAINST |
| ON SEMICONDUCTOR CORPORATION | May 14, 2026 | To vote on a stockholder proposal regarding simple majority voting, if properly presented at the annual meeting. Shareholder Rights and Defenses |
Other | None | FOR 15 funds |
Split 5 FOR, 2 ABSTAIN |
| ORIGIN ENERGY LTD | October 15, 2025 | Adopt 2025 Climate Transition Action Plan Environment or Climate |
Other | For | FOR 4 funds |
Split 1 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 3 funds |
Split 2 AGAINST, 2 ABSTAIN |
| Orkla ASA | April 23, 2026 | Approve Proposal to Recognize Social Responsibility for Plastic Waste Landfill in Flisa Environment or Climate |
Other | Against | AGAINST 6 funds |
Split 1 AGAINST, 1 ABSTAIN |
| PARTNERS GROUP HOLDING AG | May 20, 2026 | APPROVE NON-FINANCIAL REPORT Other Social Issues |
Other | For | FOR 3 funds |
Split 1 FOR, 1 ABSTAIN |
| PAYPAL HOLDINGS, INC. | May 19, 2026 | Stockholder Proposal - Reduce Threshold to Call Special Meetings of Stockholders. Shareholder Rights and Defenses |
Other | Against | AGAINST 3 funds |
Split 5 FOR, 3 ABSTAIN |
| PEBBLEBROOK HOTEL TRUST | May 29, 2026 | Approval of an amendment to our Declaration of Trust to give shareholders the right to remove trustees without cause. Corporate Governance |
Other | For | FOR 3 funds |
Split 2 FOR, 1 ABSTAIN |
| PENN ENTERTAINMENT, INC. | June 16, 2026 | Advisory vote on a shareholder proposal regarding the annual election of directors, if properly presented. Shareholder Rights and Defenses |
Other | Against | FOR 1 fund |
Split 2 FOR, 1 ABSTAIN |
| PENUMBRA, INC. | May 6, 2026 | To adjourn or postpone the 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 Penumbra Stockholders. Corporate Governance |
Other | For | FOR 7 funds |
Split 2 FOR, 2 ABSTAIN |
| PEPSICO, INC. | May 6, 2026 | Shareholder Proposal - Independent Board Chair. Corporate Governance |
Other | Against | FOR 28 funds |
Split 5 FOR, 5 AGAINST, 4 ABSTAIN |
| PERMIAN RESOURCES CORPORATION | May 19, 2026 | To approve an amendment to the Sixth Amended and Restated Certificate of Incorporation of Permian Resources Holdings Inc., our wholly owned subsidiary, to remove the ''pass-through voting'' provision in connection with our corporate reorganization. Corporate Governance |
Other | For | FOR 5 funds |
Split 8 FOR, 2 ABSTAIN |
| PERPETUA RESOURCES CORP. | June 4, 2026 | Set the number of Directors to nine (9). Corporate Governance |
Other | For | FOR 2 funds |
Split 2 FOR, 1 ABSTAIN |
| PETROCHINA CO LTD | June 9, 2026 | Approve Report of the Board of Directors Corporate Governance |
Other | For | AGAINST 9 funds |
Split 1 FOR, 1 AGAINST |
| PETROLEO BRASILEIRO SA - PETROBRAS | April 16, 2026 | Elect Rachel de Oliveira Maia as Director Appointed by Preferred Shareholder Director Elections |
Other | None | Split 6 AGAINST, 1 ABSTAIN |
FOR 1 fund |
| PFIZER INC. | April 23, 2026 | Adopt an Independent Chair Policy Corporate Governance |
Other | Against | FOR 6 funds |
Split 1 FOR, 6 AGAINST, 4 ABSTAIN |
| POPULAR, INC. | May 8, 2026 | To approve an amendment to Popular's Restated Certificate of Incorporation to modernize indemnification provisions. Corporate Governance |
Other | For | FOR 4 funds |
Split 6 FOR, 1 ABSTAIN |
| POPULAR, INC. | May 8, 2026 | To approve an amendment to Popular's Restated Certificate of Incorporation to provide for director and officer exculpation to the extent permitted by Puerto Rico law. Director Elections |
Other | For | AGAINST 4 funds |
Split 6 FOR, 1 ABSTAIN |
| POSTE ITALIANE SPA | April 27, 2026 | Slate 2 Submitted by Institutional Investors (Assogestioni) Corporate Governance |
Other | None | FOR 6 funds |
Split 1 FOR, 1 AGAINST |
| PRUDENTIAL FINANCIAL, INC. | May 12, 2026 | Shareholder proposal regarding an Independent Board Chairman. Corporate Governance |
Other | Against | AGAINST 7 funds |
Split 4 FOR, 2 ABSTAIN |
| PT BANK RAKYAT INDONESIA (PERSERO) TBK | December 17, 2025 | Approve Delegation of Authority to Approve the 2026 Corporate Work Plan and Budget (RKAP) Corporate Governance |
Other | None | AGAINST 5 funds |
Split 1 FOR, 1 AGAINST |
| PT BANK RAKYAT INDONESIA (PERSERO) TBK | April 10, 2026 | Amend Articles of Association Corporate Governance |
Other | None | AGAINST 5 funds |
Split 1 FOR, 1 AGAINST |
| PT BANK RAKYAT INDONESIA (PERSERO) TBK | April 10, 2026 | Approve Delegation of Authority to Approve the Corporate Long-Term Plan for 2026-2030 and the Annual Work Plan and Budget (RKAP) for 2027 Corporate Governance |
Other | For | AGAINST 5 funds |
Split 1 FOR, 1 AGAINST |
| QBE Insurance Group Limited | May 8, 2026 | Approve Climate Risk Governance Environment or Climate |
Other | Against | AGAINST 7 funds |
Split 1 AGAINST, 2 ABSTAIN |
| QBE Insurance Group Limited | May 8, 2026 | Approve Disclosure of Climate Risks to the Company Environment or Climate |
Other | Against | AGAINST 7 funds |
Split 1 AGAINST, 2 ABSTAIN |
| QUEST DIAGNOSTICS INCORPORATED | May 20, 2026 | Stockholder proposal regarding an independent board chairman, if properly presented at the Annual Meeting. Corporate Governance |
Other | Against | AGAINST 14 funds |
Split 1 FOR, 6 AGAINST, 4 ABSTAIN |
| RB GLOBAL INC | April 30, 2026 | Approval of a special resolution to determine the number of directors on the Company's Board of Directors and the number of directors to be elected at the Meeting to be ten (10). Audit-related |
Other | For | FOR 3 funds |
Split 5 FOR, 2 ABSTAIN |
| RB GLOBAL INC | April 30, 2026 | Approval of a special resolution to empower the directors of the Company, by resolution of the directors, to determine the number of directors within the minimum and maximum number set out in the Company's Articles of Continuance as described in the accompanying proxy statement. Audit-related |
Other | For | FOR 4 funds |
Split 5 FOR, 2 ABSTAIN |
| RB GLOBAL INC | April 30, 2026 | Approval of a special resolution, requiring the Company to adopt a policy and amend its governing documents accordingly that all shareholder meetings will be held in a hybrid format with both in-person and virtual access as described in the accompanying proxy statement. Corporate Governance |
Other | Against | AGAINST 3 funds |
Split 4 FOR, 1 AGAINST, 2 ABSTAIN |
| REGIONS FINANCIAL CORPORATION | May 6, 2026 | Shareholder Proposal Relating to Special Shareholder Meeting. Shareholder Rights and Defenses |
Other | Against | Split 1 FOR, 19 AGAINST |
Split 4 FOR, 2 AGAINST, 2 ABSTAIN |
| REGIONS FINANCIAL CORPORATION | May 6, 2026 | Vote on amendment to Certificate of Incorporation to implement other miscellaneous changes. Corporate Governance |
Other | For | Split 1 FOR, 19 AGAINST |
Split 5 FOR, 1 AGAINST, 2 ABSTAIN |
| REGIONS FINANCIAL CORPORATION | May 6, 2026 | Vote on amendment to Certificate of Incorporation to limit certain liability of officers as permitted by Delaware Law. Director Elections |
Other | For | Split 1 FOR, 19 AGAINST |
Split 5 FOR, 1 AGAINST, 2 ABSTAIN |
| RELIANCE, INC. | May 20, 2026 | To consider a stockholder proposal requiring any director who fails to receive a majority vote to leave the board of directors within nine months. Corporate Governance |
Other | Against | AGAINST 8 funds |
Split 3 AGAINST, 2 ABSTAIN |
| REPSOL S.A. | May 13, 2026 | Approve Non-Financial Information Statement Other Social Issues |
Other | For | FOR 5 funds |
Split 1 FOR, 2 ABSTAIN |
| RESIDEO TECHNOLOGIES, INC. | June 3, 2026 | Shareholder Proposal Regarding Shareholder Right to Act by Written Consent. Shareholder Rights and Defenses |
Other | Against | AGAINST 4 funds |
Split 4 FOR, 1 AGAINST, 2 ABSTAIN |
| REVVITY, INC. | April 28, 2026 | To approve an amendment to Revvity's Amended and Restated By-Laws to Allow Shareholders Owning 25% of Our Stock to Call a Special Meeting. Shareholder Rights and Defenses |
Other | For | FOR 5 funds |
Split 7 FOR, 2 ABSTAIN |
| REVVITY, INC. | April 28, 2026 | To approve the shareholder proposal regarding Executives to Retain Significant Stock. Compensation |
Other | Against | AGAINST 5 funds |
Split 7 FOR, 2 ABSTAIN |
| ROPER TECHNOLOGIES, INC. | May 19, 2026 | Shareholder proposal regarding a strategic review of a proposed spin-off of the Application Software and Network Software segments. Extraordinary Transactions |
Other | Against | AGAINST 18 funds |
Split 5 AGAINST, 3 ABSTAIN |
| ROYALTY PHARMA PLC | June 4, 2026 | Approve receipt of our U.K. audited annual report and accounts and related directors' and auditor's reports for the fiscal year ended December 31, 2025. Corporate Governance |
Other | For | FOR 6 funds |
Split 3 FOR, 2 ABSTAIN |
| RYDER SYSTEM, INC. | May 1, 2026 | To vote, on an advisory basis, on a shareholder proposal regarding an independent board chair. Corporate Governance |
Other | Against | AGAINST 9 funds |
Split 2 AGAINST, 1 ABSTAIN |
| 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 | AGAINST 2 funds |
Split 2 FOR, 1 ABSTAIN |
| 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 3 funds |
Split 7 FOR, 2 ABSTAIN |
| SALESFORCE, INC. | May 28, 2026 | A stockholder proposal requesting the adoption of cumulative voting for director elections, if properly presented at the meeting. Shareholder Rights and Defenses |
Other | Against | AGAINST 16 funds |
Split 10 AGAINST, 7 ABSTAIN |
| SANDOZ GROUP AG | April 9, 2026 | APPROVE NON-FINANCIAL REPORT Other Social Issues |
Other | For | FOR 6 funds |
Split 1 FOR, 1 ABSTAIN |
| SCHINDLER HOLDING AG | March 24, 2026 | Approve Non-Financial Report Other Social Issues |
Other | For | FOR 3 funds |
Split 1 FOR, 1 ABSTAIN |
| SCHNEIDER ELECTRIC SE | May 7, 2026 | APPROVE COMPANY'S CLIMATE TRANSITION PLAN (ADVISORY) Environment or Climate |
Other | For | FOR 5 funds |
Split 3 FOR, 1 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 2 funds |
Split 4 AGAINST, 2 ABSTAIN |
| 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 2 funds |
Split 4 FOR, 2 ABSTAIN |
| 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 2 funds |
Split 3 FOR, 1 ABSTAIN |
| SEMPRA | May 12, 2026 | Shareholder proposal requesting an independent board chairman Corporate Governance |
Other | Against | AGAINST 16 funds |
Split 1 FOR, 8 AGAINST, 1 ABSTAIN |
| SENSATA TECHNOLOGIES HOLDING PLC | June 9, 2026 | Ordinary resolution to receive the Company's 2025 Annual Report and Accounts Corporate Governance |
Other | For | FOR 2 funds |
Split 2 FOR, 2 ABSTAIN |
| SERVICE CORPORATION INTERNATIONAL | May 6, 2026 | To approve an amendment to the Articles of Incorporation and Bylaws to permit the Board to increase the number of directors and fill newly created vacancies on the Board. Corporate Governance |
Other | For | AGAINST 5 funds |
Split 4 FOR, 2 ABSTAIN |
| SERVICE CORPORATION INTERNATIONAL | May 6, 2026 | To approve an amendment to the Articles of Incorporation and Bylaws to reduce the minimum required number of directors. Corporate Governance |
Other | For | AGAINST 5 funds |
Split 4 FOR, 2 ABSTAIN |
| 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 5 funds |
Split 4 AGAINST, 2 ABSTAIN |
| SERVICENOW, INC. | May 21, 2026 | Shareholder proposal regarding shareholder right to act by written consent. Shareholder Rights and Defenses |
Other | Against | AGAINST 30 funds |
Split 5 FOR, 4 AGAINST, 5 ABSTAIN |
| SEVERN TRENT PLC | July 10, 2025 | Approve Net Zero Transition Plan Environment or Climate |
Other | For | FOR 4 funds |
Split 1 FOR, 1 ABSTAIN |
| SGS SA | March 26, 2026 | Approve Non-Financial Report Corporate Governance |
Other | For | FOR 5 funds |
Split 2 FOR, 1 ABSTAIN |
| SHARKNINJA, INC. | June 18, 2026 | To approve an Amendment and Restatement of the Company's Amended and Restated Memorandum and Articles of Association. Shareholder Rights and Defenses |
Other | For | AGAINST 1 fund |
Split 3 FOR, 2 ABSTAIN |
| SHIFT4 PAYMENTS, INC. | June 12, 2026 | To approve the Company's Second Amended and Restated Certificate of Incorporation, (i) eliminating the authorization of and references to the Company's Class B common stock, par value of $0.0001 per share and the Company's Class C common stock, par value of $0.0001 per share (and make related technical, non-substantive and conforming changes) and (ii) to provide for exculpation of officers from breaches of fiduciary duty to the extent permitted by the General Corporation Law of the State of Delaware. Corporate Governance |
Other | For | AGAINST 2 funds |
Split 2 FOR, 1 ABSTAIN |
| 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 | AGAINST 12 funds |
Split 1 FOR, 6 AGAINST |
| SIEMENS HEALTHINEERS AG | February 5, 2026 | AMEND ARTICLES RE: SIMPLE MAJORITY FOR ADOPTION OF RESOLUTIONS Corporate Governance |
Other | For | AGAINST 3 funds |
Split 1 FOR, 3 AGAINST |
| SIKA AG | March 24, 2026 | Approve Sustainability Report Other Social Issues |
Other | For | FOR 3 funds |
Split 2 FOR, 1 ABSTAIN |
| SILICON LABORATORIES INC. | April 30, 2026 | To adjourn the Special Meeting, if necessary and for a minimum period of time reasonable under the circumstances, to ensure that any necessary supplement or amendment to the proxy statement accompanying this notice is provided to Silicon Labs' stockholders a reasonable amount of time in advance of the Special Meeting, or to solicit additional proxies if there are insufficient votes at the time of the Special Meeting to approve the Merger Proposal. Corporate Governance |
Other | For | FOR 1 fund |
Split 5 FOR, 1 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 11 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 | AGAINST 6 funds |
Split 2 FOR, 1 AGAINST |
| SONOVA HOLDING AG | June 16, 2026 | Approve Non-Financial Report Other Social Issues |
Other | For | FOR 4 funds |
Split 3 FOR, 1 ABSTAIN |
| SOUTH PLAINS FINANCIAL, INC. | May 11, 2026 | To transact such other business as may properly come before the annual meeting or any adjournment(s) or postponement(s) thereof. Corporate Governance |
Other | For | FOR 2 funds |
Split 1 FOR, 2 AGAINST |
| SOUTH32 LTD | October 23, 2025 | Approve Climate Change Action Plan 2025 Environment or Climate |
Other | For | FOR 4 funds |
Split 1 FOR, 1 ABSTAIN |
| SSE PLC | July 17, 2025 | Approve Net Zero Transition Report Environment or Climate |
Other | For | FOR 16 funds |
Split 4 FOR, 1 ABSTAIN |
| STANLEY BLACK & DECKER, INC. | April 24, 2026 | To consider and vote on a shareholder proposal requesting an independent Board Chairman. Corporate Governance |
Other | Against | AGAINST 3 funds |
Split 4 AGAINST, 2 ABSTAIN |
| 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, 23 AGAINST |
Split 1 FOR, 5 AGAINST, 2 ABSTAIN |
| 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 1 fund |
Split 2 FOR, 1 ABSTAIN |
| STRAUMANN HOLDING AG | April 17, 2026 | APPROVE NON-FINANCIAL REPORT Other Social Issues |
Other | For | FOR 3 funds |
Split 1 FOR, 1 ABSTAIN |
| SWISS LIFE HOLDING AG | May 7, 2026 | Approve Non-Financial Report (Non-Binding) Other Social Issues |
Other | For | FOR 3 funds |
Split 1 FOR, 1 ABSTAIN |
| SWISS PRIME SITE AG | March 12, 2026 | Approve Non-Financial Report Other Social Issues |
Other | For | FOR 2 funds |
Split 2 FOR, 1 ABSTAIN |
| SWISS RE AG | April 10, 2026 | APPROVE SUSTAINABILITY REPORT (NON-BINDING) Other Social Issues |
Other | For | FOR 5 funds |
Split 1 FOR, 1 ABSTAIN |
| SWISSCOM AG | March 25, 2026 | APPROVE SUSTAINABILITY REPORT Other Social Issues |
Other | For | FOR 4 funds |
Split 2 FOR, 1 ABSTAIN |
| Shell Plc | May 19, 2026 | Request Company to Publish a Report Disclosing the Company's Strategy to Create Shareholder Value Under Scenarios of Declining Demand for Oil and Gas Environment or Climate |
Other | Against | AGAINST 17 funds |
Split 3 AGAINST, 1 ABSTAIN |
| TARGET CORPORATION | June 10, 2026 | Shareholder proposal requesting policy requiring the Board Chair to be an independent director. Corporate Governance |
Other | Against | FOR 5 funds |
Split 4 FOR, 1 AGAINST, 5 ABSTAIN |
| TECHNIPFMC PLC | May 1, 2026 | Receipt of U.K. Annual Report and Accounts: To receive the Company's audited U.K. accounts for the year ended December 31, 2025, including the reports of the directors and the auditor thereon. Corporate Governance |
Other | For | FOR 12 funds |
Split 8 FOR, 2 ABSTAIN |
| TELEDYNE TECHNOLOGIES INCORPORATED | April 22, 2026 | Approval of an amendment and restatement of the Company's Restated Certificate of Incorporation to adopt a stockholder right to call special meetings of stockholders Shareholder Rights and Defenses |
Other | For | FOR 10 funds |
Split 9 FOR, 3 ABSTAIN |
| TELEFONICA SA | March 25, 2026 | Approve Non-Financial Information Statement Other Social Issues |
Other | For | FOR 4 funds |
Split 1 FOR, 1 ABSTAIN |
| 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 5 funds |
Split 3 AGAINST, 1 ABSTAIN |
| TENARIS SA | May 12, 2026 | ALLOW ELECTRONIC DISTRIBUTION OF COMPANY DOCUMENTS TO SHAREHOLDERS Corporate Governance |
Other | For | Split 6 FOR, 1 AGAINST |
FOR 3 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 | FOR 4 funds |
Split 1 FOR, 3 AGAINST, 2 ABSTAIN |
| TEXAS CAPITAL BANCSHARES, INC. | April 21, 2026 | To approve, on an advisory basis, increasing the threshold to submit stockholder proposals. Corporate Governance |
Other | For | AGAINST 4 funds |
Split 1 AGAINST, 2 ABSTAIN |
| 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 2 funds |
Split 5 FOR, 1 ABSTAIN |
| THE AES CORPORATION | June 26, 2026 | The Adjournment Proposal: To approve any motion to adjourn the special meeting, if such proposal is called at the special meeting. Corporate Governance |
Other | For | FOR 2 funds |
Split 4 FOR, 1 ABSTAIN |
| THE CIGNA GROUP | April 22, 2026 | Shareholder Proposal - Shareholder Right to Act by Written Consent Shareholder Rights and Defenses |
Other | Against | AGAINST 21 funds |
Split 7 FOR, 2 AGAINST, 2 ABSTAIN |
| 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 17 funds |
Split 1 FOR, 6 AGAINST, 9 ABSTAIN |
| THE COCA-COLA COMPANY | April 29, 2026 | Vote on a shareowner proposal requesting a sustainability committee by-law amendment Corporate Governance |
Other | Against | AGAINST 17 funds |
Split 7 AGAINST, 9 ABSTAIN |
| THE GOLDMAN SACHS GROUP, INC. | April 29, 2026 | Shareholder Proposal Regarding Special Shareholder Meeting Thresholds Shareholder Rights and Defenses |
Other | Against | Split 1 FOR, 14 AGAINST |
Split 8 FOR, 3 AGAINST, 5 ABSTAIN |
| 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 9 funds |
Split 5 FOR, 1 AGAINST, 2 ABSTAIN |
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How items are matched and positions counted: see the comparison table and the methodology. Built October 25, 2026 from SEC Form N-PX filings.