Home › Asset managers › Compare 2025-2026 › Prudential/PGIM vs JPMorgan
Prudential/PGIM 2025-2026 · JPMorgan 2025-2026 · Download the item list (CSV)
| Common items | Same | Differ | Split (not in %) | Same position | Fund-level | |
|---|---|---|---|---|---|---|
| All ballot items | 9,056 | 7,816 | 586 | 654 | 93.0% | 89.7% |
| Board proposals | 7,543 | 6,603 | 456 | 484 | 93.5% | 90.7% |
| E&S shareholder proposals | 134 | 84 | 8 | 42 | 91.3% | 81.4% |
| Other items | 1,379 | 1,129 | 122 | 128 | 90.2% | 85.2% |
Everything Voted differently Split votes
All ballot items Board proposals E&S shareholder proposals Other items
250 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 | Prudential/PGIM | JPMorgan |
|---|---|---|---|---|---|---|
| REVVITY, INC. | April 28, 2026 | To approve the shareholder proposal regarding Executives to Retain Significant Stock. Compensation |
Other | Against | FOR 7 funds |
AGAINST 5 funds |
| 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 1 fund |
AGAINST 2 funds |
| 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 | FOR 16 funds |
AGAINST 3 funds |
| SEGRO PLC | April 23, 2026 | Authorise the Company to Call General Meeting with Two Weeks' Notice Corporate Governance |
Other | For | AGAINST 6 funds |
FOR 4 funds |
| 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 | FOR 3 funds |
AGAINST 5 funds |
| 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 | FOR 1 fund |
AGAINST 2 funds |
| 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 | AGAINST 1 fund |
FOR 2 funds |
| TESCO PLC | June 18, 2026 | Authorise the Company to Call General Meeting with Two Weeks' Notice Shareholder Rights and Defenses |
Other | For | AGAINST 5 funds |
FOR 9 funds |
| THE HOME DEPOT, INC. | May 21, 2026 | Approve the implementation of miscellaneous amendments to the Certificate of Incorporation Corporate Governance |
Other | For | FOR 16 funds |
AGAINST 8 funds |
| THE SHERWIN-WILLIAMS COMPANY | April 22, 2026 | Shareholder Proposal Regarding Shareholder Ability to Call a Special Meeting Shareholder Rights and Defenses |
Other | Against | FOR 15 funds |
AGAINST 3 funds |
| THE SOUTHERN COMPANY | May 13, 2026 | Stockholder proposal regarding independent board chairman Corporate Governance |
Other | Against | FOR 16 funds |
AGAINST 30 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 | FOR 2 funds |
AGAINST 5 funds |
| THE TORONTO-DOMINION BANK | April 16, 2026 | SP 9: Advisory Vote on Environmental Policies Environment or Climate |
Other | Against | AGAINST 1 fund |
FOR 1 fund |
| TRANSOCEAN, LTD. | May 22, 2026 | If any modifications to agenda items or proposals identified in the notice of meeting or other matters on which voting is permissible under Swiss law are properly presented at the 2026 Annual General Meeting for consideration, you instruct the independent proxy, in the absence of other specific instructions, to vote in accordance with the recommendations of the Board of Directors. Corporate Governance |
Other | For | AGAINST 3 funds |
FOR 4 funds |
| ULTA BEAUTY, INC. | June 9, 2026 | To approve an amendment to our Certificate of Incorporation, as amended, to limit officer liability as permitted by Delaware law. Director Elections |
Other | For | FOR 13 funds |
AGAINST 9 funds |
| UNILEVER PLC | May 13, 2026 | Authorise the Company to Call General Meeting with Two Weeks' Notice Shareholder Rights and Defenses |
Other | For | AGAINST 6 funds |
FOR 8 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 | FOR 9 funds |
AGAINST 5 funds |
| VERISIGN, INC. | May 21, 2026 | Stockholder Proposal Regarding an Independent Chair Policy, if Properly Presented at the Meeting Corporate Governance |
Other | Against | FOR 6 funds |
AGAINST 7 funds |
| VODAFONE GROUP PLC | July 29, 2025 | Authorise the Company to Call General Meeting with Two Weeks' Notice Shareholder Rights and Defenses |
Other | For | AGAINST 6 funds |
FOR 6 funds |
| WEST PHARMACEUTICAL SERVICES, INC. | May 4, 2026 | Shareholder proposal regarding an independent Board Chair policy. Corporate Governance |
Other | Against | FOR 13 funds |
AGAINST 4 funds |
| WOLTERS KLUWER N.V. | May 21, 2026 | Amend Articles of Association Corporate Governance |
Other | For | FOR 1 fund |
AGAINST 5 funds |
| YUM! BRANDS, INC. | May 14, 2026 | Shareholder Proposal to Reduce the Percentage of Shares Required to Call a Special Meeting. Shareholder Rights and Defenses |
Other | Against | FOR 9 funds |
AGAINST 23 funds |
| ADVANCED MICRO DEVICES, INC. | May 13, 2026 | Stockholder proposal requesting changes to the stockholder right to call a special meeting. Shareholder Rights and Defenses |
Other | Against | Split 11 FOR, 17 AGAINST |
AGAINST 26 funds |
| AFLAC INCORPORATED | May 4, 2026 | Independent Board Chairman Corporate Governance |
Other | Against | Split 5 FOR, 1 AGAINST |
AGAINST 4 funds |
| AGCO CORPORATION | April 23, 2026 | Stockholder proposal regarding giving stockholders an ability to call for a special stockholder meeting, if properly presented at the meeting. Shareholder Rights and Defenses |
Other | Against | Split 3 FOR, 1 AGAINST |
AGAINST 5 funds |
| AIRBNB INC | June 5, 2026 | Dual-class sunset Shareholder Rights and Defenses |
Other | Against | Split 5 FOR, 7 AGAINST |
FOR 4 funds |
| AKAMAI TECHNOLOGIES, INC. | May 13, 2026 | To adjourn the Annual Meeting to a later date or dates, if necessary, to solicit additional proxies to establish a quorum if there are insufficient votes to adopt any proposal (other than Proposal 8). Corporate Governance |
Other | For | Split 5 FOR, 2 AGAINST |
FOR 5 funds |
| ALIGN TECHNOLOGY, INC. | May 20, 2026 | Ratification of Special Meeting Provision in our Bylaws Shareholder Rights and Defenses |
Other | For | Split 6 FOR, 2 AGAINST |
FOR 5 funds |
| ALLY FINANCIAL INC. | May 6, 2026 | Shareholder Proposal to Reduce Threshold for Shareholders to Call Special Meetings. Shareholder Rights and Defenses |
Other | Against | FOR 9 funds |
Split 1 FOR, 4 AGAINST |
| AMAZON.COM, INC. | May 20, 2026 | SHAREHOLDER PROPOSAL REQUESTING A MANDATORY INDEPENDENT BOARD CHAIR POLICY Corporate Governance |
Other | Against | Split 11 FOR, 17 AGAINST |
AGAINST 35 funds |
| AMERISAFE, INC. | June 10, 2026 | Approval of amendment to the Company's Certificate of Formation to provide for officer exculpation. Director Elections |
Other | For | Split 1 FOR, 1 AGAINST |
AGAINST 1 fund |
| APPLOVIN CORPORATION | June 3, 2026 | Approval of an amendment to our amended and restated certificate of incorporation to provide for officer exculpation as permitted by Delaware law. Director Elections |
Other | For | Split 8 FOR, 10 AGAINST |
AGAINST 22 funds |
| AT&T INC. | May 14, 2026 | Approve Amendment to Restated Certificate of Incorporation to Provide for Officer Exculpation Director Elections |
Other | For | Split 14 FOR, 3 AGAINST |
AGAINST 30 funds |
| AVERY DENNISON CORPORATION | April 30, 2026 | Vote on stockholder proposal for an independent Board Chairman, if properly presented during the meeting. Corporate Governance |
Other | Against | Split 6 FOR, 1 AGAINST |
AGAINST 6 funds |
| BANK OF AMERICA CORPORATION | May 4, 2026 | Shareholder proposal requesting independent board chair Corporate Governance |
Other | Against | FOR 24 funds |
Split 1 FOR, 28 AGAINST |
| BJ'S WHOLESALE CLUB HOLDINGS, INC. | June 18, 2026 | Vote on a shareholder proposal regarding adopting a majority voting standard, if properly presented at the meeting. Shareholder Rights and Defenses |
Other | Against | Split 2 FOR, 3 AGAINST |
FOR 13 funds |
| BOOKING HOLDINGS INC. | June 2, 2026 | Amendment of the Company's certificate of incorporation to provide for the exculpation of officers. Director Elections |
Other | For | Split 16 FOR, 1 AGAINST |
AGAINST 26 funds |
| BOSTON SCIENTIFIC CORPORATION | April 30, 2026 | Stockholder proposal titled "Give Shareholders the Ability to Call for a Special Shareholder Meeting." Corporate Governance |
Other | Against | Split 13 FOR, 4 AGAINST |
AGAINST 22 funds |
| BRISTOL-MYERS SQUIBB COMPANY | May 5, 2026 | Shareholder Proposal on the Adoption of a Board Policy that the Chairperson of the Board be an Independent Director Corporate Governance |
Other | Against | Split 14 FOR, 2 AGAINST |
AGAINST 34 funds |
| CAPITAL ONE FINANCIAL CORPORATION | May 8, 2026 | Stockholder proposal to require a shareholder vote on golden parachute arrangements. Compensation |
Other | Against | AGAINST 14 funds |
Split 1 FOR, 23 AGAINST |
| CARVANA CO. | May 5, 2026 | To vote upon one stockholder proposal, as described in the Proxy Statement. Corporate Governance |
Other | Against | Split 11 FOR, 1 AGAINST |
AGAINST 10 funds |
| CATERPILLAR INC. | June 10, 2026 | Shareholder Proposal - Shareholder Right to Act by Written Consent Shareholder Rights and Defenses |
Other | Against | Split 9 FOR, 15 AGAINST |
AGAINST 6 funds |
| CBRE GROUP, INC. | May 21, 2026 | Stockholder proposal regarding our stockholders' ability to call special stockholder meetings. Shareholder Rights and Defenses |
Other | Against | Split 18 FOR, 2 AGAINST |
AGAINST 16 funds |
| CDW CORPORATION | May 21, 2026 | To consider and act upon the stockholder proposal, if properly presented at the meeting, regarding independent Board chair requirements. Corporate Governance |
Other | Against | Split 11 FOR, 2 AGAINST |
AGAINST 9 funds |
| CHEVRON CORPORATION | May 27, 2026 | Adopt an Independent Chair Corporate Governance |
Other | Against | Split 19 FOR, 1 AGAINST |
AGAINST 15 funds |
| CLOUDFLARE, INC. | June 30, 2026 | Approval and adoption of amendments to require the approval of a majority of the independent directors then in office for any acquisition in which we would issue shares of Class C common stock as consideration for such acquisition with a fair market value in excess of $100,000,000. Corporate Governance |
Other | For | Split 12 FOR, 5 AGAINST |
FOR 10 funds |
| CLOUDFLARE, INC. | June 30, 2026 | Approval of one or more adjournments of the meeting, if necessary, to solicit additional proxies in favor of the proposals presented at the meeting. Corporate Governance |
Other | For | Split 16 FOR, 1 AGAINST |
FOR 10 funds |
| CMS ENERGY CORPORATION | May 8, 2026 | Vote on a Shareholder Proposal: Shareholder Right to Act by Written Consent. Shareholder Rights and Defenses |
Other | Against | Split 3 FOR, 10 AGAINST |
AGAINST 16 funds |
| COEUR MINING, INC. | May 12, 2026 | Approval of an amendment to the Company's Certificate of Incorporation to limit the liability of certain officers as permitted by law. Director Elections |
Other | For | Split 3 FOR, 1 AGAINST |
AGAINST 5 funds |
| COLGATE-PALMOLIVE COMPANY | May 8, 2026 | Stockholder proposal entitled "Independent Board Chairman." Corporate Governance |
Other | Against | Split 12 FOR, 1 AGAINST |
AGAINST 4 funds |
| COMCAST CORPORATION | June 10, 2026 | Adopt policy to have an independent chair Corporate Governance |
Other | Against | Split 16 FOR, 1 AGAINST |
AGAINST 21 funds |
| COMPASS GROUP PLC | February 5, 2026 | Authorise the Company to Call General Meeting with Two Weeks' Notice Shareholder Rights and Defenses |
Other | For | Split 3 FOR, 5 AGAINST |
FOR 9 funds |
| CONOCOPHILLIPS | May 12, 2026 | Stockholder Proposal - Independent Board Chairman. Corporate Governance |
Other | Against | Split 17 FOR, 1 AGAINST |
AGAINST 22 funds |
| CORNING INCORPORATED | April 30, 2026 | Request to adopt an independent chair policy Corporate Governance |
Other | Against | Split 14 FOR, 1 AGAINST |
AGAINST 13 funds |
| CORPAY, INC. | May 7, 2026 | Shareholder proposal regarding an independent Board Chair requirement, if properly presented at the meeting. Corporate Governance |
Other | Against | Split 4 FOR, 1 AGAINST |
AGAINST 26 funds |
| CROWDSTRIKE HOLDINGS, INC. | June 17, 2026 | To approve an amendment and restatement of CrowdStrike's amended and restated certificate of incorporation to limit officer liability as permitted by Delaware law. Director Elections |
Other | For | Split 4 FOR, 13 AGAINST |
AGAINST 13 funds |
| CROWN HOLDINGS, INC. | April 30, 2026 | Consideration of a Shareholder proposal regarding Shareholder right to act by written consent. Shareholder Rights and Defenses |
Other | Against | Split 4 FOR, 5 AGAINST |
AGAINST 5 funds |
| CUMMINS INC. | May 12, 2026 | Shareholder proposal to adopt a policy for separation of the roles of Chairperson and Chief Executive Officer. Corporate Governance |
Other | Against | Split 17 FOR, 1 AGAINST |
AGAINST 8 funds |
| CVS HEALTH CORPORATION | May 14, 2026 | Stockholder Proposal for Reducing the Threshold for Our Stockholder Right to Act By Written Consent. Shareholder Rights and Defenses |
Other | Against | Split 2 FOR, 16 AGAINST |
AGAINST 9 funds |
| DANA INCORPORATED | April 22, 2026 | Shareholder proposal to require an independent Board Chairman. Corporate Governance |
Other | Against | Split 5 FOR, 1 AGAINST |
AGAINST 4 funds |
| DOLLAR GENERAL CORPORATION | May 28, 2026 | To vote on a shareholder proposal asking the Board to amend the director resignation policy to require directors who do not receive a majority vote in uncontested elections to leave the Board within nine months. Corporate Governance |
Other | Against | Split 17 FOR, 1 AGAINST |
AGAINST 7 funds |
| DOLLAR GENERAL CORPORATION | May 28, 2026 | To vote on a shareholder proposal asking the Board to take the steps necessary to reduce the minimum ownership percentage required to call a special shareholders' meeting from 25% to 10%. Shareholder Rights and Defenses |
Other | Against | Split 17 FOR, 1 AGAINST |
AGAINST 7 funds |
| DOMINO'S PIZZA, INC. | April 21, 2026 | Shareholder proposal regarding an independent board chair requirement. Corporate Governance |
Other | Against | Split 5 FOR, 6 AGAINST |
AGAINST 5 funds |
| DOMINO'S PIZZA, INC. | April 21, 2026 | Shareholder proposal regarding departure of directors who fail to obtain a majority vote. Director Elections |
Other | Against | Split 5 FOR, 6 AGAINST |
AGAINST 5 funds |
| DOVER CORPORATION | May 8, 2026 | To consider a shareholder proposal requesting an independent board chair. Corporate Governance |
Other | Against | Split 7 FOR, 1 AGAINST |
AGAINST 27 funds |
| DROPBOX, INC. | May 21, 2026 | To approve an amendment and restatement of our articles of incorporation to waive jury trials for internal actions, together with contextual and other ministerial changes. Corporate Governance |
Other | For | Split 1 FOR, 2 AGAINST |
FOR 4 funds |
| DT MIDSTREAM, INC. | May 5, 2026 | Stockholder Proposal on Shareholder Right to Act by Written Consent. Shareholder Rights and Defenses |
Other | Against | Split 2 FOR, 3 AGAINST |
FOR 9 funds |
| EASTMAN CHEMICAL COMPANY | May 7, 2026 | Advisory Vote on Stockholder Proposal Regarding Lowering the Threshold for Calling Special Shareholder Meetings to 10% Shareholder Rights and Defenses |
Other | Against | Split 2 FOR, 2 AGAINST |
AGAINST 4 funds |
| EBAY INC. | June 17, 2026 | Special stockholder meeting threshold, if properly presented. Shareholder Rights and Defenses |
Other | Against | Split 12 FOR, 1 AGAINST |
AGAINST 5 funds |
| ECOLAB INC. | May 7, 2026 | Vote on a stockholder proposal regarding an independent board chair policy, if properly presented at the meeting. Corporate Governance |
Other | Against | Split 5 FOR, 1 AGAINST |
AGAINST 16 funds |
| ENTEGRIS, INC. | May 6, 2026 | Stockholder Proposal: Providing stockholders the right to call special meetings of stockholders. Shareholder Rights and Defenses |
Other | Against | Split 3 FOR, 2 AGAINST |
AGAINST 5 funds |
| EPAM SYSTEMS, INC. | May 21, 2026 | To hold an advisory vote on a stockholder proposal, entitled "Give Shareholders an Ability to Call for a Special Shareholder Meeting." Corporate Governance |
Other | Against | Split 7 FOR, 1 AGAINST |
AGAINST 7 funds |
| EQUIFAX INC. | May 7, 2026 | Shareholder proposal to lower the ownership threshold to call a special meeting of shareholders to 10%. Shareholder Rights and Defenses |
Other | Against | Split 5 FOR, 1 AGAINST |
AGAINST 2 funds |
| EQUINIX, LLC | May 13, 2026 | Consideration and vote upon a stockholder proposal, if properly presented at the Annual Meeting, related to lowering the stock ownership threshold required to call a special meeting Shareholder Rights and Defenses |
Other | Against | Split 10 AGAINST, 4 ABSTAIN |
AGAINST 19 funds |
| EVERQUOTE, INC. | June 4, 2026 | To approve an amendment to the Company's Restated Certificate of Incorporation to reflect new Delaware law provisions regarding officer exculpation. Director Elections |
Other | For | Split 2 FOR, 1 AGAINST |
AGAINST 1 fund |
| EXXON MOBIL CORPORATION | May 27, 2026 | Texas Redomiciliation Extraordinary Transactions |
Other | For | Split 7 FOR, 12 AGAINST |
FOR 31 funds |
| FIRST SOLAR, INC. | May 13, 2026 | Stockholder proposal to improve shareholder ability to call for a special shareholder meeting Shareholder Rights and Defenses |
Other | Against | Split 6 FOR, 1 AGAINST |
AGAINST 3 funds |
| FLUTTER ENTERTAINMENT PLC | May 29, 2026 | Approval of certain amendments to the Company's Articles to grant the Board sole authority to determine its size and provide for the possibility of holdover directors in the event of no directors receiving sufficient votes for election. Corporate Governance |
Other | For | Split 1 FOR, 2 AGAINST |
FOR 4 funds |
| HUNTSMAN CORPORATION | April 29, 2026 | Stockholder proposal requesting an independent board chair policy. Corporate Governance |
Other | Against | Split 1 FOR, 1 AGAINST |
FOR 3 funds |
| 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 3 FOR, 1 AGAINST |
AGAINST 8 funds |
| 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 12 FOR, 2 AGAINST |
AGAINST 5 funds |
| 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 | Split 6 FOR, 1 AGAINST |
AGAINST 4 funds |
| 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 12 FOR, 2 AGAINST |
AGAINST 15 funds |
| INTERNATIONAL BUSINESS MACHINES CORP. | April 28, 2026 | Stockholder Proposal Requesting a Change to IBM's Outside Director Stock Ownership Guidelines Corporate Governance |
Other | Against | Split 7 FOR, 12 AGAINST |
AGAINST 17 funds |
| INTERNATIONAL BUSINESS MACHINES CORP. | April 28, 2026 | Stockholder Proposal Requesting a Right to Act by Written Consent Shareholder Rights and Defenses |
Other | Against | Split 7 FOR, 12 AGAINST |
AGAINST 17 funds |
| INTERNATIONAL SEAWAYS, INC. | June 8, 2026 | Ratification of the Second Amended and Restated Rights Agreement. Shareholder Rights and Defenses |
Other | For | Split 1 FOR, 1 AGAINST |
FOR 5 funds |
| IQVIA HOLDINGS INC. | April 23, 2026 | If properly presented, a stockholder proposal concerning separate Chairman and Chief Executive Officer roles. Corporate Governance |
Other | Against | Split 8 FOR, 1 AGAINST |
AGAINST 15 funds |
| KIMBERLY-CLARK CORPORATION | May 14, 2026 | Stockholder Proposal to Require Independent Board Chair Corporate Governance |
Other | Against | Split 5 FOR, 1 AGAINST |
AGAINST 6 funds |
| 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 1 FOR, 5 AGAINST |
FOR 4 funds |
| 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 4 FOR, 1 AGAINST |
AGAINST 6 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, 1 AGAINST |
AGAINST 4 funds |
| 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, 1 AGAINST |
FOR 1 fund |
| 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 15 FOR, 1 AGAINST |
FOR 2 funds |
| 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 2 FOR, 1 AGAINST |
AGAINST 5 funds |
| LPL FINANCIAL HOLDINGS INC. | May 14, 2026 | Adopt amendments to the Charter to provide for officer exculpation. Director Elections |
Other | For | Split 1 FOR, 3 AGAINST |
AGAINST 12 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 | Split 1 FOR, 6 AGAINST |
FOR 2 funds |
| 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 7 FOR, 1 AGAINST |
AGAINST 2 funds |
| META PLATFORMS, INC. | May 27, 2026 | A shareholder proposal regarding dual class capital structure. Shareholder Rights and Defenses |
Other | Against | FOR 32 funds |
Split 35 FOR, 5 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 | Split 16 FOR, 12 AGAINST |
AGAINST 41 funds |
| 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 4 FOR, 1 AGAINST |
AGAINST 8 funds |
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How items are matched and positions counted: see the comparison table and the methodology. Built October 13, 2026 from SEC Form N-PX filings.