Home › Asset managers › Compare 2025-2026 › State Street vs Charles Schwab
State Street 2025-2026 · Charles Schwab 2025-2026 · Download the item list (CSV)
| Common items | Same | Differ | Split (not in %) | Same position | Fund-level | |
|---|---|---|---|---|---|---|
| All ballot items | 14,243 | 13,080 | 1,065 | 98 | 92.5% | 92.1% |
| Board proposals | 13,313 | 12,412 | 829 | 72 | 93.7% | 93.4% |
| E&S shareholder proposals | 144 | 131 | 10 | 3 | 92.9% | 93.0% |
| Other items | 786 | 537 | 226 | 23 | 70.4% | 69.9% |
Everything Voted differently Split votes
All ballot items Board proposals E&S shareholder proposals Other items
1,163 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 | State Street | Charles Schwab |
|---|---|---|---|---|---|---|
| ALPHABET INC. | June 5, 2026 | Shareholder proposal regarding a report on AI data usage oversight Corporate Governance |
Shareholder (E&S) | Against | FOR 29 funds |
AGAINST 16 funds |
| ALPHABET INC. | June 5, 2026 | Shareholder proposal regarding a report on AI-generated misinformation Corporate Governance |
Shareholder (E&S) | Against | FOR 29 funds |
AGAINST 16 funds |
| AUTONATION, INC. | April 28, 2026 | Adoption of stockholder proposal regarding GHG report. Environment or Climate |
Shareholder (E&S) | Against | FOR 10 funds |
AGAINST 11 funds |
| BERKSHIRE HATHAWAY INC. | May 2, 2026 | Shareholder proposal requesting that the Company issue a report disclosing the Board's oversight framework for workforce and human-capital management across its operating subsidiaries. Human Rights or Human Capital/workforce |
Shareholder (E&S) | Against | FOR 22 funds |
AGAINST 12 funds |
| CHARTER COMMUNICATIONS, INC. | April 21, 2026 | Stockholder proposal regarding political expenditures report. Other Social Issues |
Shareholder (E&S) | Against | FOR 18 funds |
AGAINST 13 funds |
| HARLEY-DAVIDSON, INC. | May 21, 2026 | To vote on a shareholder proposal regarding a climate transition plan. Environment or Climate |
Shareholder (E&S) | Against | FOR 12 funds |
AGAINST 8 funds |
| META PLATFORMS, INC. | May 27, 2026 | A shareholder proposal regarding report on addressing antisemitism and hate in online platforms. Corporate Governance |
Shareholder (E&S) | Against | FOR 29 funds |
AGAINST 15 funds |
| O'REILLY AUTOMOTIVE, INC. | May 14, 2026 | Shareholder proposal entitled "Avoid Brand Damage due to Corporate Political Spending." Other Social Issues |
Shareholder (E&S) | Against | FOR 24 funds |
AGAINST 14 funds |
| STEEL DYNAMICS, INC. | May 6, 2026 | SHAREHOLDER PROPOSAL - AVOID POLITICAL SPENDING BRAND DAMAGE Other Social Issues |
Shareholder (E&S) | Against | FOR 20 funds |
AGAINST 15 funds |
| WOLVERINE WORLD WIDE, INC. | May 7, 2026 | Shareholder proposal regarding new climate change polices or practices. Environment or Climate |
Shareholder (E&S) | Against | FOR 9 funds |
AGAINST 7 funds |
| ACRES COMMERCIAL REALTY CORP. | June 22, 2026 | APPROVE A PROPOSAL TO ADJOURN THE MEETING, IF NECESSARY OR APPROPRIATE, FOR THE PURPOSE OF SOLICITING ADDITIONAL PROXIES FOR THE APPROVAL OF ONE OR MORE OF THE FOREGOING PROPOSALS. Corporate Governance |
Other | For | AGAINST 2 funds |
FOR 2 funds |
| ACUREN CORPORATION | July 31, 2025 | Approve any adjournment of the Annual Meeting to a later date or dates, if necessary or appropriate, to permit further solicitation and vote of proxies in the event there are insufficient votes for, or otherwise in connection with, the approval of the Acuren Stock Issuance Proposal. Corporate Governance |
Other | For | AGAINST 2 funds |
FOR 3 funds |
| ADVANTAGE SOLUTIONS INC. | March 16, 2026 | To approve an adjournment of the Special Meeting, if necessary, to solicit additional proxies if there are not sufficient votes at the time of the Special Meeting to approve Proposal 1. Corporate Governance |
Other | For | AGAINST 2 funds |
FOR 6 funds |
| AGILON HEALTH, INC. | March 17, 2026 | Approval of the adjournment of the Special Meeting to a later date or dates, if necessary, to permit further solicitation and vote of proxies in the event there are not sufficient votes in favor of the Amendment Proposal. Corporate Governance |
Other | For | AGAINST 3 funds |
FOR 7 funds |
| AIR LEASE CORPORATION | December 18, 2025 | Proposal to approve the adjournment 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 Proposal (the ''Adjournment Proposal''). Corporate Governance |
Other | For | AGAINST 13 funds |
FOR 11 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 | AGAINST 18 funds |
FOR 14 funds |
| AKERO THERAPEUTICS, INC | December 2, 2025 | To approve the adjournment of the Special Meeting, if necessary or appropriate, to solicit additional proxies if there are not sufficient votes in favor of the adoption of the Merger Agreement at the time of the Special Meeting. Corporate Governance |
Other | Contested | AGAINST 5 funds |
FOR 4 funds |
| AKOYA BIOSCIENCES, INC. | July 7, 2025 | To approve adjournments of the Akoya Special Meeting from time to time, if necessary or appropriate, including to solicit additional proxies in favor of the Akoya Merger Proposal if there are insufficient votes at the time of such adjournment to approve such proposal. Corporate Governance |
Other | For | AGAINST 2 funds |
FOR 1 fund |
| ALBEMARLE CORPORATION | May 5, 2026 | Shareholder Proposal regarding shareholders ability to call for a special shareholder meeting. Corporate Governance |
Other | Against | FOR 17 funds |
AGAINST 14 funds |
| ALEXANDER & BALDWIN, INC. | March 9, 2026 | To consider and vote on a proposal to approve any adjournment of the special meeting, if necessary, for the purpose of soliciting additional proxies if there are not sufficient votes at the special meeting to approve the merger agreement proposal. Corporate Governance |
Other | For | AGAINST 13 funds |
FOR 9 funds |
| ALTIMMUNE INC. | September 25, 2025 | Approve the authorization to adjourn the Annual Meeting, if necessary or appropriate, to solicit additional proxies in favor of the foregoing proposals if there are not sufficient votes to approve the proposals. Corporate Governance |
Other | For | AGAINST 4 funds |
FOR 2 funds |
| AMC ENTERTAINMENT HOLDINGS, INC. | December 10, 2025 | Proposal to approve one or more adjournments of the Annual Meeting, if necessary, to permit further solicitation of proxies if there are insufficient votes to adopt the foregoing proposals. Corporate Governance |
Other | For | AGAINST 4 funds |
FOR 7 funds |
| AMERICAN WOODMARK CORPORATION | October 30, 2025 | To approve the adjournment of the American Woodmark shareholder meeting to solicit additional proxies if there is a quorum present and there are not sufficient votes at the time of the American Woodmark shareholder meeting to approve proposal 1 or to ensure that any supplement or amendment to the joint proxy statement/prospectus is timely provided to American Woodmark shareholders. Corporate Governance |
Other | For | AGAINST 8 funds |
FOR 7 funds |
| AMICUS THERAPEUTICS, INC. | March 3, 2026 | To approve the adjournment of the special meeting, if necessary or appropriate, to solicit additional proxies if there are not sufficient votes in favor of the adoption of the Merger Agreement at the time of the special meeting. Corporate Governance |
Other | For | AGAINST 5 funds |
FOR 4 funds |
| ANYWHERE REAL ESTATE INC. | January 7, 2026 | To adjourn the Anywhere special meeting, if necessary or appropriate, to solicit additional proxies if there are not sufficient votes at the time of the Anywhere special meeting to approve the Anywhere merger proposal or to ensure that any supplement or amendment to the accompanying joint proxy statement/prospectus is timely provided to Anywhere stockholders. Corporate Governance |
Other | For | AGAINST 3 funds |
FOR 8 funds |
| APOLLO COMMERCIAL REAL ESTATE FINANCE | April 21, 2026 | A proposal to approve one or more adjournments of the Special Meeting, if necessary or appropriate, from time to time, to a later date or dates, even if a quorum is present, to solicit additional proxies if there are not sufficient votes at the time of the Special Meeting to approve the Asset Sale Proposal. Corporate Governance |
Other | For | AGAINST 8 funds |
FOR 7 funds |
| APPLIED DIGITAL CORPORATION | November 5, 2025 | Approve the adjournment of the Annual Meeting to a later date or dates, if necessary or appropriate, to permit further solicitation and vote of proxies in the event that there are insufficient votes for, or otherwise in connection with, the approval of any one or more of the foregoing proposals. Corporate Governance |
Other | For | AGAINST 4 funds |
FOR 5 funds |
| APPLIED OPTOELECTRONICS, INC. | June 4, 2026 | To approve an adjournment of the Annual Meeting to a later date or dates, if necessary or appropriate, to permit further solicitation and vote of proxies in the event that there are insufficient votes for, or otherwise in connection with, one or more of the other proposals to be voted on at the Annual Meeting. Corporate Governance |
Other | For | AGAINST 6 funds |
FOR 4 funds |
| 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 | FOR 20 funds |
AGAINST 12 funds |
| ARQ, INC. | June 10, 2026 | To approve the Ninth Amendment to the Company's Tax Asset Protection Plan. Shareholder Rights and Defenses |
Other | For | AGAINST 2 funds |
FOR 1 fund |
| ARRAY DIGITAL INFRASTRUCTURE, INC. | May 19, 2026 | Approval of an amendment to the Company's Restated Certificate of Incorporation to provide for exculpation of officers Director Elections |
Other | For | FOR 2 funds |
AGAINST 6 funds |
| ASTRIA THERAPEUTICS, INC. | January 21, 2026 | To approve one or more adjournments of the Special Meeting to a later date or dates if there are not sufficient votes for adoption of the Merger Proposal on the date on which the Special Meeting is held. Corporate Governance |
Other | For | AGAINST 3 funds |
FOR 4 funds |
| AUTODESK, INC. | June 17, 2026 | Approval of an amendment of our Amended and Restated Certificate of Incorporation to provide for officer exculpation as permitted by Delaware law. Director Elections |
Other | For | FOR 24 funds |
AGAINST 12 funds |
| AVADEL PHARMACEUTICALS PLC | January 12, 2026 | Ordinary resolution to approve any motion by the Chair to adjourn the Extraordinary General Meeting, or any adjournments thereof, to another time and place if necessary or appropriate to solicit additional proxies if there are insufficient votes at the time of the Extraordinary General Meeting to approve resolutions 1 and 2. Corporate Governance |
Other | For | AGAINST 4 funds |
FOR 4 funds |
| AVIDITY BIOSCIENCES, INC. | February 26, 2026 | To adjourn the Special Meeting, if necessary, desirable or appropriate or to solicit additional proxies if, at the time of the Special Meeting, there are an insufficient number of votes in favor of adopting the Merger Agreement and the Separation Agreement. Corporate Governance |
Other | For | AGAINST 6 funds |
FOR 6 funds |
| AVIDXCHANGE HOLDINGS, INC. | September 16, 2025 | To approve 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 to approve the Merger Proposal at the time of the Special Meeting. Corporate Governance |
Other | For | AGAINST 5 funds |
FOR 4 funds |
| AXT, INC. | June 4, 2026 | To consider and vote upon a proposal to approve the adjournment of the annual meeting if necessary or appropriate in the view of the Company's board of directors, to permit further solicitation and vote of proxies in the event there are insufficient votes at the time of the annual meeting to approve the Amendment Proposal. Corporate Governance |
Other | For | AGAINST 2 funds |
FOR 1 fund |
| Apartment Investment and Management Company | February 6, 2026 | Adjournment Proposal. To approve one or more adjournments of the Special Meeting, solely with respect to the proposals for which insufficient votes to approve such proposals were cast, to later date or dates, if necessary, appropriate or advisable to solicit additional proxies. Corporate Governance |
Other | For | AGAINST 6 funds |
FOR 5 funds |
| BAKKT, INC. | April 17, 2026 | To adjourn the Special Meeting, if necessary or appropriate in the view of the board of directors, including to solicit additional proxies if there are insufficient votes at the time of the Special Meeting to adopt proposal 1. Corporate Governance |
Other | For | AGAINST 3 funds |
FOR 2 funds |
| BEAZER HOMES USA, INC. | February 5, 2026 | Adoption of Charter Amendment for the Protection of NOLs and Energy-Efficiency Tax Credits. Shareholder Rights and Defenses |
Other | For | AGAINST 4 funds |
FOR 7 funds |
| BEAZER HOMES USA, INC. | February 5, 2026 | Ratification of the Rights Agreement for the Protection of NOLs and Energy-Efficiency Tax Credits. Shareholder Rights and Defenses |
Other | For | AGAINST 4 funds |
FOR 7 funds |
| BED BATH & BEYOND, INC. | May 14, 2026 | The approval of an adjournment of the Annual Meeting, if necessary, to solicit additional proxies if there are not sufficient votes at the time of the Annual Meeting to approve Proposal 4 and/or Proposal 6. Corporate Governance |
Other | For | AGAINST 3 funds |
FOR 4 funds |
| BEYOND MEAT, INC. | November 19, 2025 | To approve one or more adjournments of the Special Meeting, if necessary, to solicit additional proxies if there are not sufficient votes to approve the foregoing proposals at the Special Meeting or any adjournment(s) thereof. Corporate Governance |
Other | For | AGAINST 4 funds |
FOR 2 funds |
| BIGBEAR.AI HOLDINGS, INC. | April 21, 2026 | Approval of an adjournment of the special meeting. Corporate Governance |
Other | For | AGAINST 5 funds |
FOR 4 funds |
| BIGBEAR.AI HOLDINGS, INC. | June 9, 2026 | Approve an adjournment of the Annual Meeting. Corporate Governance |
Other | For | AGAINST 5 funds |
FOR 4 funds |
| BLUE BIRD CORPORATION | March 11, 2026 | To approve an amendment to our certificate of incorporation to provide for limitation of liability of certain officers for certain breaches of fiduciary duty as permitted under Delaware law. Director Elections |
Other | For | FOR 6 funds |
AGAINST 5 funds |
| BRC INC. | May 28, 2026 | Approval of the adjournment of the Annual Meeting, if necessary, to solicit additional proxies if there are not sufficient votes at the time of the Annual Meeting to approve Proposal No. 3. Corporate Governance |
Other | For | AGAINST 2 funds |
FOR 3 funds |
| BRIGHTHOUSE FINANCIAL, INC. | February 12, 2026 | To approve the adjournment of the Special Meeting to a later date or dates, if necessary or appropriate, to solicit additional proxies if there are not sufficient votes at the time of the Special Meeting to approve the Merger Proposal. Corporate Governance |
Other | For | AGAINST 11 funds |
FOR 8 funds |
| Berry Corporation (bry) | December 15, 2025 | The Adjournment Proposal: To approve one or more adjournments of the special meeting of the stockholders of Berry, if necessary or appropriate, to permit solicitation of additional votes or proxies if there are not sufficient votes to approve the Merger Agreement Proposal. Corporate Governance |
Other | For | AGAINST 2 funds |
FOR 7 funds |
| CALAVO GROWERS, INC. | April 28, 2026 | The Calavo Adjournment Proposal - A proposal to approve the adjournment of the special meeting of shareholders of Calavo from time to time to a later date or dates, if necessary or appropriate, to solicit additional proxies in favor of the Merger Agreement Proposal if there are insufficient votes at the time of such adjournment to approve the Merger Agreement Proposal. Corporate Governance |
Other | For | AGAINST 3 funds |
FOR 6 funds |
| CANNAE HOLDINGS, INC. | December 12, 2025 | If properly presented at the Annual Meeting, to consider and act on a shareholder proposal to engage an investment banker. Extraordinary Transactions |
Other | Contested | AGAINST 4 funds |
FOR 4 funds |
| CANTALOUPE, INC. | September 4, 2025 | To approve the adjournment of the Special Meeting of Cantaloupe, Inc's shareholders (the ''Special Meeting'') from time to time, if necessary or appropriate (as determined by the board of directors of Cantaloupe, Inc. or the chairperson of the meeting) to solicit additional proxies to vote in favor of the proposal to approve and adopt the Merger Agreement, in the event that there are insufficient votes at the time of the Special Meeting to establish a quorum or approve and adopt the Merger Agreement or with 365 Retail Markets, LLC's prior written consent. Corporate Governance |
Other | For | AGAINST 4 funds |
FOR 4 funds |
| CENTERPOINT ENERGY, INC. | April 16, 2026 | Approve CenterPoint Energy, Inc.'s Amended and Restated Certificate of Formation to provide for limited officer exculpation and make certain other immaterial updates. Director Elections |
Other | For | AGAINST 19 funds |
FOR 13 funds |
| CHARGEPOINT HOLDINGS, INC. | July 8, 2025 | To approve one or more adjournments of the Annual Meeting, if necessary, to solicit additional proxies if there are not sufficient votes in favor of the Reverse Stock Split Proposal. Corporate Governance |
Other | For | AGAINST 6 funds |
FOR 4 funds |
| CHART INDUSTRIES, INC. | October 6, 2025 | To approve one or more adjournments of the Chart special meeting to a later date or time, if necessary or appropriate, including adjournments to permit the solicitation of additional votes or proxies if there are not sufficient votes cast at the Chart special meeting to approve the Merger Proposal. Corporate Governance |
Other | For | AGAINST 10 funds |
FOR 8 funds |
| CHARTER COMMUNICATIONS, INC. | July 31, 2025 | A proposal to approve the adjournment of the Charter special meeting from time to time to solicit additional proxies in favor of the certificate amendment proposal or the share issuance proposal if there are insufficient votes at the time of such adjournment to approve such proposals or if otherwise determined by the chairperson of the meeting to be necessary or appropriate (the "adjournment proposal"). Corporate Governance |
Other | For | AGAINST 21 funds |
FOR 13 funds |
| CINTAS CORPORATION | October 28, 2025 | A shareholder proposal regarding support for shareholder ability to call for a special shareholder meeting. Shareholder Rights and Defenses |
Other | Against | FOR 20 funds |
AGAINST 12 funds |
| CITY OFFICE REIT, INC. | October 16, 2025 | To approve any adjournment of the Special Meeting to a later date, if necessary, for the purpose of soliciting additional proxies if there are not sufficient votes at the Special Meeting to approve the Merger Proposal (the "Adjournment Proposal"). Corporate Governance |
Other | For | AGAINST 2 funds |
FOR 5 funds |
| CLEAR CHANNEL OUTDOOR HOLDINGS, INC. | May 12, 2026 | A proposal to adjourn the special meeting (such meeting, including any adjournments or postponements thereof, the "Special Meeting") of the stockholders of the Company to a later date or dates, from time to time, if necessary or appropriate, to solicit additional proxies for the Merger Proposal if there are insufficient votes at the time of the Special Meeting to approve the Merger Proposal (the "Adjournment Proposal"). Other |
Other | For | AGAINST 2 funds |
FOR 6 funds |
| CLEAR SECURE, INC. | June 10, 2026 | Approval of amendments to our Third Amended and Restated Certificate of Incorporation (the "Certificate of Incorporation") to remove certain supermajority vote requirements. Shareholder Rights and Defenses |
Other | For | AGAINST 11 funds |
FOR 4 funds |
| CLEAR SECURE, INC. | June 10, 2026 | Approval of an amendment to our Certificate of Incorporation to clarify the officer exculpation provision. Corporate Governance |
Other | For | FOR 11 funds |
AGAINST 4 funds |
| CLEARWATER ANALYTICS HOLDINGS, INC. | May 6, 2026 | To approve any adjournment of the Special Meeting of Stockholders, if a quorum is present and if necessary or appropriate, to solicit additional proxies if there are insufficient votes in favor at the time of the Special Meeting of Stockholders to approve Proposal 1. Corporate Governance |
Other | For | AGAINST 6 funds |
FOR 6 funds |
| CLEARWATER PAPER CORPORATION | May 7, 2026 | Approve the amendment to the Amended and Restated Bylaws of Clearwater Paper Corporation to add a forum selection provision. Shareholder Rights and Defenses |
Other | For | FOR 3 funds |
AGAINST 7 funds |
| COLUMBIA SPORTSWEAR COMPANY | June 10, 2026 | Shareholder proposal regarding proxy access. Shareholder Rights and Defenses |
Other | Against | FOR 11 funds |
AGAINST 8 funds |
| COLUMBUS MCKINNON CORPORATION | August 15, 2025 | To approve a proposal to adjourn the 2025 Annual Meeting of Shareholders to a later date, or dates, if necessary, to permit further solicitation of proxies in the event there are not sufficient votes at the time of 2025 Annual Meeting of Shareholders to adopt the Nasdaq Listing Rules Proposal, the Authorized Shares Proposal, or the Preemptive Rights Proposal Corporate Governance |
Other | For | AGAINST 3 funds |
FOR 7 funds |
| COMMSCOPE HOLDING COMPANY, INC. | October 16, 2025 | A proposal to adjourn or postpone the Special Meeting, if necessary or appropriate, for the purpose of soliciting additional votes for the approval of the CCS Sale Proposal (the ''Adjournment Proposal''). Corporate Governance |
Other | For | AGAINST 5 funds |
FOR 8 funds |
| COREBRIDGE FINANCIAL, INC. | July 9, 2025 | The adjournment of the Special Meeting, from time to time, if necessary or appropriate, as determined in good faith by the Board, including to solicit additional proxies if there are not sufficient votes in favor of any of the Charter Amendments. Corporate Governance |
Other | For | AGAINST 7 funds |
FOR 12 funds |
| CORECARD CORPORATION | October 28, 2025 | Proposal to approve one or more adjournments of the Special Meeting, if necessary or appropriate, to permit solicitation of additional votes or proxies if there are not sufficient votes to approve the Merger Agreement Proposal (the ''Adjournment Proposal''). Corporate Governance |
Other | For | AGAINST 2 funds |
FOR 2 funds |
| CORMEDIX INC. | November 10, 2025 | To approve an amendment to the Company's amended and restated Certificate of Incorporation to allow the holders of our preferred stock to vote on any amendment to the Company's Certificate of Incorporation (including any certificates of designations relating to any series of preferred stock) that relates solely to terms of one or more outstanding series of preferred stock without further approval from the Company's common stock, subject to applicable law. Corporate Governance |
Other | For | FOR 5 funds |
AGAINST 4 funds |
| CORMEDIX INC. | June 23, 2026 | To approve an amendment to our Charter to designate the exclusive forums in which certain claims relating to the Company may be brought. Shareholder Rights and Defenses |
Other | For | FOR 5 funds |
AGAINST 4 funds |
| CORMEDIX INC. | June 23, 2026 | To approve an amendment to our Charter to update the approval process for amendments relating solely to the terms of one or more series of preferred stock by permitting such amendments to be approved by the holders of the applicable series, without a separate vote of common stockholders, to the extent permitted by Delaware law and provided that no changes are made to the terms of common stock. Corporate Governance |
Other | For | FOR 5 funds |
AGAINST 4 funds |
| COTERRA ENERGY INC. | May 4, 2026 | To approve the adjournment of the Coterra Special Meeting, if necessary or appropriate, for the purpose of soliciting additional votes for the approval of the Coterra Merger Proposal (the ''Coterra Adjournment Proposal''). Corporate Governance |
Other | For | AGAINST 21 funds |
FOR 14 funds |
| COUCHBASE, INC. | September 9, 2025 | To postpone or adjourn the special meeting, from time to time, to a later date or dates, if necessary or appropriate, including to solicit additional proxies if there are insufficient votes to adopt the merger agreement at the time of the special meeting. Corporate Governance |
Other | For | AGAINST 5 funds |
FOR 4 funds |
| COURSERA, INC. | April 9, 2026 | To approve one or more adjournments of the Special Meeting of Stockholders to a later date or time, if deemed necessary or appropriate, including adjournments to permit the solicitation of additional votes or proxies if there are not sufficient votes cast at the Special Meeting of Stockholders to approve one or more of the above proposals. Corporate Governance |
Other | For | AGAINST 4 funds |
FOR 5 funds |
| CRESCENT ENERGY COMPANY | December 12, 2025 | To approve one or more adjournments of the Crescent special meeting to a later date or dates, if necessary or appropriate, to solicit additional proxies in the event there are not sufficient votes at the time of the special meeting to approve the Crescent Issuance Proposal. Corporate Governance |
Other | For | AGAINST 12 funds |
FOR 7 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 | FOR 30 funds |
AGAINST 13 funds |
| DAYFORCE, INC. | November 12, 2025 | A proposal to approve any adjournment of the special meeting for the purpose of soliciting additional proxies if there are insufficient votes at the special meeting to adopt the merger agreement. Corporate Governance |
Other | For | AGAINST 16 funds |
FOR 15 funds |
| DENNY'S CORPORATION | January 13, 2026 | To approve one or more adjournments of the special meeting of stockholders of the Company (the "Special Meeting") to a later date or time, 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 | AGAINST 3 funds |
FOR 4 funds |
| DEVON ENERGY CORPORATION | May 4, 2026 | Approve the adjournment of the Devon Energy Corporation special meeting of stockholders (the "Devon Special Meeting of Stockholders"), if necessary or appropriate, for the purpose of soliciting additional votes for the approval of the Devon Merger Proposals. Corporate Governance |
Other | For | AGAINST 21 funds |
FOR 14 funds |
| DIAMOND HILL INVESTMENT GROUP, INC. | March 3, 2026 | To approve the adjournment of the special meeting, if necessary, to solicit additional proxies if there are not sufficient votes to approve the merger agreement proposal (referred to as the ''adjournment proposal''). Corporate Governance |
Other | For | AGAINST 4 funds |
FOR 4 funds |
| DIAMOND HILL INVESTMENT GROUP, INC. | May 28, 2026 | Approval, on an advisory basis, of the 2025 compensation of the Company's named executive officers. Say-on-Pay |
Other | For | ABSTAIN 4 funds |
FOR 5 funds |
| DIAMOND HILL INVESTMENT GROUP, INC. | May 28, 2026 | Election of the nominees named below as directors: Austin Hawley Director Elections |
Other | For | ABSTAIN 4 funds |
FOR 4 funds |
| DIAMOND HILL INVESTMENT GROUP, INC. | May 28, 2026 | Election of the nominees named below as directors: Diane C. Nordin Director Elections |
Other | For | ABSTAIN 4 funds |
FOR 4 funds |
| DIAMOND HILL INVESTMENT GROUP, INC. | May 28, 2026 | Election of the nominees named below as directors: Gordon B. Fowler Director Elections |
Other | For | ABSTAIN 4 funds |
FOR 4 funds |
| DIAMOND HILL INVESTMENT GROUP, INC. | May 28, 2026 | Election of the nominees named below as directors: Heather E. Brilliant Director Elections |
Other | For | ABSTAIN 4 funds |
FOR 4 funds |
| DIAMOND HILL INVESTMENT GROUP, INC. | May 28, 2026 | Election of the nominees named below as directors: Nicole R. St. Pierre Director Elections |
Other | For | ABSTAIN 4 funds |
FOR 4 funds |
| DIAMOND HILL INVESTMENT GROUP, INC. | May 28, 2026 | Election of the nominees named below as directors: Paula R. Meyer Director Elections |
Other | For | ABSTAIN 4 funds |
FOR 4 funds |
| DIAMOND HILL INVESTMENT GROUP, INC. | May 28, 2026 | Election of the nominees named below as directors: Richard S. Cooley Director Elections |
Other | For | ABSTAIN 4 funds |
FOR 4 funds |
| DIAMOND HILL INVESTMENT GROUP, INC. | May 28, 2026 | Ratification of the appointment of KPMG LLP as the Company's independent registered public accounting firm for the fiscal year ending December 31, 2026. Audit-related |
Other | For | ABSTAIN 4 funds |
FOR 4 funds |
| DIGITALBRIDGE GROUP, INC. | April 23, 2026 | To adjourn the special meeting, from time to time, as determined in accordance with the merger agreement by the DigitalBridge board of directors, including for the purpose of soliciting additional votes for the approval 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 | AGAINST 4 funds |
FOR 7 funds |
| DNOW INC. | September 9, 2025 | Approval of the adjournment of the DNOW special meeting to solicit additional proxies if there are not sufficient votes at the time of the DNOW special meeting to approve the DNOW stock issuance proposal (the "adjournment proposal"). Corporate Governance |
Other | For | AGAINST 11 funds |
FOR 7 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 | AGAINST 19 funds |
FOR 13 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 | AGAINST 17 funds |
FOR 14 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 | FOR 12 funds |
AGAINST 12 funds |
| ELECTRONIC ARTS INC. | December 22, 2025 | To consider and vote on a proposal to approve any adjournment of the special meeting for the purpose of soliciting additional proxies if there are insufficient votes at the special meeting or adjournment thereof to adopt the merger agreement. Corporate Governance |
Other | For | AGAINST 26 funds |
FOR 13 funds |
| ENHABIT, INC. | May 12, 2026 | Approval of the adjournment or postponement of the Special Meeting to a later date or dates, if necessary or appropriate, to solicit additional proxies if there are insufficient votes virtually or by proxy to approve the proposal to adopt the Merger Agreement at the time of the Special Meeting. Corporate Governance |
Other | For | AGAINST 4 funds |
FOR 5 funds |
| ENVELA CORPORATION | June 24, 2026 | To approve the adjournment of the annual meeting, if necessary, to solicit additional proxies in favor of proposals 1 through 2. Corporate Governance |
Other | For | AGAINST 2 funds |
FOR 2 funds |
| EOS ENERGY ENTERPRISES INC | October 16, 2025 | To approve an adjournment of the Special Meeting to a later date or dates, if necessary or appropriate, to permit further solicitation of proxies in the event that there are insufficient votes for the approval of Proposal 1 or the absence of a quorum. Corporate Governance |
Other | For | AGAINST 6 funds |
FOR 2 funds |
| ESSENTIAL UTILITIES, INC. | February 10, 2026 | Essential Adjournment Proposal: If presented at the Special Meeting, approval of the adjournment or postponement of the 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 Special Meeting (or any adjournment or postponement thereof) to approve the Merger Agreement Proposal, or to ensure that any supplement or amendment to the accompanying joint proxy statement/prospectus is timely provided to shareholders of Essential Utilities, Inc. Corporate Governance |
Other | For | AGAINST 15 funds |
FOR 12 funds |
| EUROPEAN WAX CENTER, INC. | May 7, 2026 | A proposal to approve one or more proposals to adjourn the Special Meeting, if necessary or appropriate, including adjournments to solicit additional proxies if there are insufficient votes at the time of the Special Meeting to approve the Merger Agreement Proposal (the "Adjournment Proposal"). Corporate Governance |
Other | For | AGAINST 2 funds |
FOR 4 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.