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 |
|---|---|---|---|---|---|---|
| EVENTBRITE, INC. | February 27, 2026 | To approve the adjournment of the special meeting of Eventbrite stockholders 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 then-scheduled date and time of the special meeting of Eventbrite stockholders. Corporate Governance |
Other | For | AGAINST 3 funds |
FOR 4 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 | FOR 5 funds |
AGAINST 4 funds |
| EXACT SCIENCES CORPORATION | February 20, 2026 | Proposal to approve any adjournment of the Special Meeting, if necessary or appropriate, to solicit additional proxies if there are insufficient votes at the Special Meeting to approve the Merger Agreement Proposal (the "Adjournment Proposal"). Corporate Governance |
Other | For | AGAINST 6 funds |
FOR 13 funds |
| Epsilon Energy Ltd. | November 12, 2025 | To adjourn the Special Meeting to a later date or dates, if necessary, to permit further solicitation and vote of proxies in the event that there are insufficient votes for the approval of the Share Issuance Proposal (the "Adjournment Proposal"). Corporate Governance |
Other | For | AGAINST 2 funds |
FOR 2 funds |
| FARO TECHNOLOGIES, INC. | July 15, 2025 | To approve the adjournment of the special meeting to a later date or dates if necessary to solicit additional proxies if there are insufficient votes to adopt and approve the Merger Agreement and the transactions contemplated thereby, including the merger, at the time of the special meeting. Corporate Governance |
Other | For | AGAINST 3 funds |
FOR 4 funds |
| FLOTEK INDUSTRIES, INC. | July 9, 2025 | Approval of the adjournment of the Special Meeting, if deemed necessary or appropriate, to solicit additional proxies in favor of any or all of the items set forth in the Proxy Statement. Corporate Governance |
Other | For | AGAINST 1 fund |
FOR 1 fund |
| FORGE GLOBAL HOLDINGS, INC. | January 22, 2026 | To consider and vote on a proposal to approve any adjournment of the special meeting, if a quorum is present and if necessary or appropriate, to solicit additional proxies if there are insufficient votes in favor of the merger agreement proposal at the time of the special meeting (such proposal, the "adjournment proposal"). Corporate Governance |
Other | For | AGAINST 2 funds |
FOR 3 funds |
| FUBOTV INC. | September 30, 2025 | To approve the adjournment of 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 any of Proposals 1 through 4 at the time of the Special Meeting. Corporate Governance |
Other | For | AGAINST 5 funds |
FOR 4 funds |
| Foot Locker, Inc. | August 22, 2025 | Proposal 3 - The Adjournment Proposal: 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. Corporate Governance |
Other | For | AGAINST 10 funds |
FOR 7 funds |
| GENCO SHIPPING & TRADING LIMITED | June 18, 2026 | Ratification of Genco's Shareholder Rights Agreement and approval of extension of expiration date. Shareholder Rights and Defenses |
Other | Contested | AGAINST 5 funds |
FOR 7 funds |
| GOLDEN ENTERTAINMENT, INC. | March 31, 2026 | To consider and vote on a proposal to approve one or more adjournments of the Special Meeting, from time to time, to a later date or dates to solicit additional proxies if there are insufficient votes to adopt the Transaction Proposal at the time of the Special Meeting (the "Adjournment Proposal"). Corporate Governance |
Other | For | AGAINST 9 funds |
FOR 7 funds |
| GUESS?, INC. | November 21, 2025 | To adjourn the Special Meeting of Stockholders, from time to time, to a later date or dates, if deemed by the Special Committee, composed solely of independent and disinterested directors and formed by the Guess Board of Directors, to be necessary or appropriate, including to solicit additional proxies if there are insufficient votes to approve the Merger Proposal. Corporate Governance |
Other | For | AGAINST 7 funds |
FOR 6 funds |
| HANESBRANDS INC. | November 25, 2025 | To approve the adjournment of the special meeting of stockholders of Hanesbrands Inc., if necessary or appropriate, to solicit additional proxies if there are insufficient votes at the time of the special meeting of stockholders of Hanesbrands Inc. to approve the Transactions. Corporate Governance |
Other | For | AGAINST 10 funds |
FOR 7 funds |
| HEIDRICK & STRUGGLES INTERNATIONAL, INC. | December 5, 2025 | To adjourn the special meeting to a later date or dates, if necessary or appropriate, including to ensure that any necessary supplement or amendment to the proxy statement accompanying this notice is provided to Heidrick stockholders a reasonable amount of time in advance of the special meeting, or to solicit additional proxies to approve the proposal to adopt the Merger Agreement if there are insufficient votes to adopt the Merger Agreement at the time of the special meeting. Corporate Governance |
Other | For | AGAINST 12 funds |
FOR 7 funds |
| HILLENBRAND, INC. | January 8, 2026 | Proposal to approve any adjournment of the Special Meeting, if necessary or appropriate, to solicit additional proxies if there are insufficient votes at the Special Meeting to approve the Merger Agreement Proposal (the "Adjournment Proposal"). Corporate Governance |
Other | For | AGAINST 10 funds |
FOR 7 funds |
| HOLOGIC, INC. | February 5, 2026 | 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 19 funds |
FOR 14 funds |
| HUBSPOT, INC. | June 15, 2026 | A stockholder proposal to change the Company's Sixth Amended and Restated Bylaws to allow 10% holders of the Company's stock the ability to call a special meeting; and Shareholder Rights and Defenses |
Other | Against | FOR 10 funds |
AGAINST 11 funds |
| HUBSPOT, INC. | June 15, 2026 | Approve the adjournment of the 2026 Annual Meeting of Stockholders (the "Annual Meeting") to a later date or dates, if necessary or appropriate, to solicit additional proxies if there are insufficient votes for the approval of Proposals One through Four. Corporate Governance |
Other | For | AGAINST 10 funds |
FOR 11 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 | AGAINST 21 funds |
FOR 14 funds |
| INTERNATIONAL MONEY EXPRESS, INC. | December 9, 2025 | To adjourn the special meeting of stockholders of Intermex (the "Company Stockholders' Meeting") to a later date or dates, if necessary or appropriate, including to solicit additional votes if there are insufficient votes to adopt the Merger Agreement at the time of the Company Stockholders' Meeting. Corporate Governance |
Other | For | AGAINST 3 funds |
FOR 4 funds |
| INTERNATIONAL SEAWAYS, INC. | June 8, 2026 | Ratification of the Second Amended and Restated Rights Agreement. Shareholder Rights and Defenses |
Other | For | AGAINST 9 funds |
FOR 7 funds |
| IOVANCE BIOTHERAPEUTICS, INC. | June 10, 2026 | To approve 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 6. Corporate Governance |
Other | For | AGAINST 6 funds |
FOR 4 funds |
| Innventure, Inc. | December 2, 2025 | Approval of the adjournment of the Special Meeting, if necessary, to solicit additional proxies if there are not sufficient votes in favor of Proposals 1 and 2. Corporate Governance |
Other | For | AGAINST 1 fund |
FOR 3 funds |
| JACK IN THE BOX INC. | February 27, 2026 | Ratification of the Adoption by the Board of the Stockholder Protection Rights Agreement. Shareholder Rights and Defenses |
Other | Contested | AGAINST 3 funds |
FOR 7 funds |
| JADE BIOSCIENCES, INC. | June 9, 2026 | To approve an amendment to our Articles of Incorporation to waive jury trials in certain circumstances; Corporate Governance |
Other | For | FOR 2 funds |
AGAINST 2 funds |
| JAMF HOLDING CORP | January 8, 2026 | A proposal to adjourn the special meeting (the "Special Meeting") of stockholders of Jamf 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 | AGAINST 6 funds |
FOR 4 funds |
| JEFFERIES FINANCIAL GROUP INC. | March 26, 2026 | Adjournment of the Annual Meeting if necessary to permit further solicitation of proxies if there are insufficient votes in favor of Proposal 4. Corporate Governance |
Other | For | AGAINST 9 funds |
FOR 13 funds |
| JPMORGAN CHASE & CO. | May 19, 2026 | Independent board chairman Corporate Governance |
Other | Against | FOR 2 funds |
AGAINST 14 funds |
| KENNEDY-WILSON HOLDINGS, INC. | June 10, 2026 | To approve one or more adjournments of the Special Meeting of Stockholders, from time to time, to a later date or dates, if necessary, to solicit additional proxies if there are insufficient votes to adopt the Merger Proposal at the time of the Special Meeting of Stockholders (the ''Adjournment Proposal''). Corporate Governance |
Other | For | AGAINST 10 funds |
FOR 8 funds |
| KENVUE INC. | January 29, 2026 | To approve one or more adjournments of the 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 Special Meeting to approve the Merger Proposal. Corporate Governance |
Other | For | AGAINST 22 funds |
FOR 14 funds |
| KEYSIGHT TECHNOLOGIES, INC. | March 19, 2026 | Consider, on a non-binding advisory basis, a Stockholder Proposal: Shareholder Ability to Call for a Special Shareholder Meeting Shareholder Rights and Defenses |
Other | Against | FOR 20 funds |
AGAINST 14 funds |
| KINDLY MD, INC. | December 17, 2025 | To approve the adjournment of the 2025 Annual Meeting to a later date or dates, if necessary, to permit further solicitation and voting of proxies in the event there are not sufficient votes in favor of any of proposals 1-3 or if there are not sufficient shares present to establish a quorum. Corporate Governance |
Other | For | AGAINST 2 funds |
FOR 3 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 | AGAINST 21 funds |
FOR 14 funds |
| KKR & CO. INC. | May 21, 2026 | Other amendments to the Existing Charter to modernize and streamline the Existing Charter. Corporate Governance |
Other | For | AGAINST 21 funds |
FOR 14 funds |
| KKR & CO. INC. | May 21, 2026 | The adjournment of the Special Meeting, from time to time, if necessary or appropriate, to solicit additional proxies if there are not sufficient votes in favor of any of the amendments to the Existing Charter. Corporate Governance |
Other | For | AGAINST 21 funds |
FOR 14 funds |
| LANZATECH GLOBAL, INC. | July 28, 2025 | To approve one or more adjournments of the Annual Meeting to a later date or dates, if deemed by the Chairperson of the meeting to be necessary or appropriate, including to solicit additional proxies if there are insufficient votes to approve the preceding proposals at the time of the Annual Meeting or any adjournment or postponement thereof, or in the absence of a quorum (the ''Adjournment Proposal''). Corporate Governance |
Other | For | AGAINST 2 funds |
FOR 2 funds |
| LARIMAR THERAPEUTICS, INC. | May 19, 2026 | Approval of an Adjournment of the Annual Meeting to the Extent There are Insufficient Votes at the Annual Meeting to Approve Proposal 5. Corporate Governance |
Other | For | AGAINST 2 funds |
FOR 2 funds |
| LENSAR INC | July 2, 2025 | To approve the adjournment of the special meeting to a later date or dates if necessary 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 1 fund |
FOR 1 fund |
| LESLIE'S, INC. | September 10, 2025 | To authorize adjournment of the special meeting, if necessary or advisable, to solicit additional proxies. Corporate Governance |
Other | For | AGAINST 1 fund |
FOR 2 funds |
| LIFEMD, INC. | June 12, 2026 | To authorize the Chairman of the Board to adjourn the Annual Meeting to a later date, if necessary or appropriate, including for purposes of soliciting additional votes in favor of any or all of the proposals or for purposes of establishing a quorum. (Proposal 4). Corporate Governance |
Other | For | AGAINST 4 funds |
FOR 2 funds |
| MARINE PRODUCTS CORPORATION | May 12, 2026 | To adjourn the Marine Products Special Meeting from time to time, if deemed by the chair of the Marine Products Special Meeting to be necessary or appropriate, including to solicit additional proxies in the event there are not sufficient votes at the time of the Marine Products Special Meeting to approve the merger agreement proposal. Corporate Governance |
Other | For | AGAINST 2 funds |
FOR 2 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 | FOR 11 funds |
AGAINST 12 funds |
| MASTERCRAFT BOAT HOLDINGS INC | May 12, 2026 | To adjourn the MasterCraft special meeting from time to time, if deemed by the chairperson of the Special Meeting to be necessary or appropriate, including to solicit additional proxies in the event there are not sufficient votes at the time of the MasterCraft special meeting to approve the share issuance proposal Corporate Governance |
Other | For | AGAINST 3 funds |
FOR 5 funds |
| MERIDIANLINK, INC. | October 21, 2025 | Approval of the adjournment of the Special Meeting of the stockholders of MeridianLink (the "Special Meeting") to a later date or dates, if necessary or appropriate, to solicit additional proxies if there are insufficient votes for, or otherwise in connection with, the approval of the proposal to adopt the Merger Agreement at the time of the Special Meeting. Corporate Governance |
Other | For | AGAINST 5 funds |
FOR 4 funds |
| META PLATFORMS, INC. | May 27, 2026 | A shareholder proposal regarding annual vote regarding executive pay. Compensation |
Other | Against | AGAINST 29 funds |
FOR 15 funds |
| METSERA, INC. | November 13, 2025 | To adjourn the Special Meeting, 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 4 funds |
FOR 4 funds |
| MKS INC. | May 11, 2026 | The approval, on an advisory basis, of a Company proposal to reduce the threshold percentage of shareholders required to call a special meeting of shareholders from 40% to 25%. Corporate Governance |
Other | For | FOR 12 funds |
ABSTAIN 11 funds |
| MODERNA, INC. | November 12, 2025 | To approve a proposal to adjourn the Special 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 the Option Exchange Proposal (the "Adjournment Proposal"). Corporate Governance |
Other | For | AGAINST 17 funds |
FOR 15 funds |
| MORGAN STANLEY | May 14, 2026 | Shareholder proposal requesting an independent Board Chairman Corporate Governance |
Other | Against | FOR 2 funds |
AGAINST 14 funds |
| MYOMO, INC. | June 25, 2026 | To approve any adjournments and postponements of the Annual Meeting to a later date or dates, if necessary or appropriate, to solicit additional proxies if there are insufficient votes at the Annual Meeting to approve Proposals 1-6; Corporate Governance |
Other | For | AGAINST 2 funds |
FOR 1 fund |
| NAKAMOTO INC. | May 8, 2026 | To approve the adjournment of the Special Meeting to a later date or dates, if necessary, to permit further solicitation and voting of proxies in the event that there are insufficient votes in favor of Proposal 1 or if there are insufficient shares present to establish a quorum (''Proposal No. 2''). Corporate Governance |
Other | For | AGAINST 1 fund |
FOR 2 funds |
| NCR ATLEOS CORPORATION | June 30, 2026 | To adjourn the special meeting of NCR Atleos Corporation stockholders, if necessary or appropriate, to solicit additional proxies if, immediately prior to such adjournment, there is not a quorum or there are not sufficient votes to approve the NCR Atleos Merger Proposal or to ensure that any supplement or amendment to the accompanying joint proxy statement/prospectus is timely provided to NCR Atleos Corporation stockholders. Corporate Governance |
Other | For | AGAINST 10 funds |
FOR 7 funds |
| NEW FORTRESS ENERGY INC. | June 17, 2026 | Conditioned upon the receipt of the requisite vote on Proposals 3a through 3g, to approve the proposed amended certificate of incorporation, in the form attached to this Proxy Statement as Annex A (the "Amended Certificate of Incorporation"), which includes the approval of all other changes in the Amended Certificate of Incorporation in connection with replacing the Certificate of Incorporation with the proposed Amended Certificate of Incorporation. Corporate Governance |
Other | For | AGAINST 3 funds |
FOR 5 funds |
| NEW FORTRESS ENERGY INC. | June 17, 2026 | To adjourn the Annual Meeting to a later date or dates, if necessary or appropriate, to permit further solicitation and vote of proxies if there are insufficient votes to approve any of Proposals 1, 2, 3a through 3h, 4 and 5 at the time of the Annual Meeting. Corporate Governance |
Other | For | AGAINST 3 funds |
FOR 5 funds |
| NL INDUSTRIES, INC. | May 14, 2026 | To approve one or more adjournments of the annual meeting to a later date or dates, if necessary, to permit further solicitations of proxies in the event there are not sufficient votes in favor of the Reincorporation Proposal. Corporate Governance |
Other | For | AGAINST 2 funds |
FOR 2 funds |
| NORFOLK SOUTHERN CORPORATION | November 14, 2025 | To adjourn the Norfolk Southern 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 Norfolk Southern special meeting to approve the merger agreement proposal. Corporate Governance |
Other | For | AGAINST 21 funds |
FOR 12 funds |
| 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 | FOR 21 funds |
AGAINST 13 funds |
| NUSCALE POWER CORPORATION | December 16, 2025 | A proposal to adjourn the Special Meeting, if necessary or appropriate, to solicit additional proxies if a quorum is not present or there are insufficient votes at the time of the Special Meeting to approve the Authorized Share Increase Amendment. Corporate Governance |
Other | For | AGAINST 4 funds |
FOR 4 funds |
| NV5 GLOBAL, INC. | July 31, 2025 | To approve the adjournment of the NV5 special meeting, if necessary or appropriate, (i) to solicit additional proxies if there are insufficient shares of NV5's common stock represented (either in person or by proxy) and voting to obtain the affirmative vote of the holders of a majority of the shares of NV5 common stock outstanding on the record date for the NV5 special meeting or to constitute a quorum necessary to conduct the business of the NV5 special meeting, (ii) to ensure that any supplement or amendment to the joint proxy statement/ prospectus is timely provided to NV5 stockholders or (iii) to comply with applicable law. Corporate Governance |
Other | For | AGAINST 9 funds |
FOR 7 funds |
| OLO INC. | September 9, 2025 | 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 6 funds |
FOR 4 funds |
| OLYMPIC STEEL, INC. | February 12, 2026 | Adjournment Proposal - To approve one or more adjournments of the Olympic Steel, Inc. special meeting to a later date or time, if necessary or appropriate, to permit the solicitation of additional votes or proxies if there are not sufficient votes to approve the Merger Proposal Corporate Governance |
Other | For | AGAINST 2 funds |
FOR 5 funds |
| ON24, INC. | March 26, 2026 | To consider and vote on a proposal 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. Corporate Governance |
Other | For | AGAINST 4 funds |
FOR 4 funds |
| 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 17 funds |
FOR 11 funds |
| PARAMOUNT GROUP, INC. | December 16, 2025 | To approve any adjournment of the Special Meeting 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 | AGAINST 5 funds |
FOR 9 funds |
| PEAKSTONE REALTY TRUST | April 29, 2026 | To approve any adjournments of the special meeting of the shareholders of the Company (the "Special Meeting") for the purpose of soliciting additional proxies if there are not sufficient votes at the Special Meeting to approve the Merger Proposal. Other |
Other | For | AGAINST 3 funds |
FOR 8 funds |
| PERFORMANT HEALTHCARE, INC. | October 17, 2025 | Adjournment of the Special Meeting Corporate Governance |
Other | For | AGAINST 2 funds |
FOR 2 funds |
| PIEDMONT LITHIUM INC. | August 22, 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 2 funds |
FOR 4 funds |
| PREMIER, INC. | November 21, 2025 | A proposal to approve any adjournment of the special meeting, if necessary or appropriate, for the purpose of soliciting additional proxies if there are not sufficient votes at the special meeting to adopt the merger agreement (the adjournment proposal"). Corporate Governance |
Other | For | AGAINST 12 funds |
FOR 7 funds |
| PROS HOLDINGS, INC. | December 4, 2025 | 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 Company 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 (the "Adjournment Proposal"). Corporate Governance |
Other | For | AGAINST 5 funds |
FOR 4 funds |
| QXO, Inc. | June 29, 2026 | Adjournment Proposal. To vote on a proposal to adjourn the QXO stockholder meeting, if necessary or appropriate, to solicit additional proxies if there are not sufficient votes to approve the QXO share issuance proposal at the time of the QXO stockholder meeting (the "QXO adjournment proposal"). Corporate Governance |
Other | For | AGAINST 5 funds |
FOR 9 funds |
| 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 17 funds |
FOR 12 funds |
| REV GROUP, INC. | January 28, 2026 | Proposal to approve the adjournment or postponement of the REV special meeting, if necessary, to solicit additional proxies if there are not sufficient votes to approve the REV merger proposal (the ''REV adjournment proposal''). Corporate Governance |
Other | For | AGAINST 5 funds |
FOR 7 funds |
| REZOLUTE, INC. | November 19, 2025 | To authorize an adjournment of the meeting to a later date or dates, if necessary or appropriate, to solicit additional proxies if there are not sufficient votes in favor of the Plan Amendment Proposal. Corporate Governance |
Other | For | AGAINST 3 funds |
FOR 4 funds |
| ROYAL GOLD, INC. | October 9, 2025 | Approval of the adjournment or postponement of the Special Meeting, if necessary or appropriate, including to solicit additional proxies if there are not sufficient votes to approve the Stock Issuance Proposal, subject to the provisions of the Sandstorm Arrangement Agreement. Corporate Governance |
Other | For | AGAINST 14 funds |
FOR 12 funds |
| 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 | AGAINST 17 funds |
FOR 9 funds |
| 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 | AGAINST 11 funds |
FOR 7 funds |
| SELLAS LIFE SCIENCES GROUP, INC. | June 16, 2026 | The approval of any postponement or adjournment of the 2026 Annual Meeting, from time to time, if necessary, to solicit additional proxies if there are not sufficient votes at the time of the 2026 Annual Meeting to adopt the proposals set forth above or to establish a quorum. Corporate Governance |
Other | For | AGAINST 4 funds |
FOR 2 funds |
| SEMLER SCIENTIFIC, INC. | January 13, 2026 | To approve one or more adjournments of the Special Meeting, if necessary or appropriate, including adjournments to permit further solicitation of proxies in favor of the Merger Proposal. Corporate Governance |
Other | For | AGAINST 3 funds |
FOR 5 funds |
| SEMRUSH HOLDINGS, INC. | February 3, 2026 | To approve the adjournment of the Special Meeting, if necessary or appropriate, to solicit additional proxies if there are insufficient votes to approve the Merger Agreement Proposal at the time of the Special Meeting. Corporate Governance |
Other | For | AGAINST 6 funds |
FOR 4 funds |
| SHARPLINK, INC. | April 10, 2026 | Approval to adjourn or postpone the Annual Meeting if necessary. Corporate Governance |
Other | For | AGAINST 2 funds |
FOR 3 funds |
| 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 | AGAINST 6 funds |
FOR 9 funds |
| 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 | AGAINST 12 funds |
FOR 7 funds |
| SKYWATER TECHNOLOGY, INC. | May 8, 2026 | To approve the adjournment of the special meeting, if necessary or appropriate, to solicit additional proxies if there are not sufficient votes to adopt the Merger Agreement. Corporate Governance |
Other | For | AGAINST 5 funds |
FOR 4 funds |
| SOHO HOUSE & CO INC. | January 9, 2026 | 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 and approve the other Transaction Agreements and the Letter Agreement Amendment at the time of the Special Meeting. Other |
Other | For | AGAINST 1 fund |
FOR 1 fund |
| 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 | AGAINST 2 funds |
FOR 2 funds |
| SPARTANNASH COMPANY | September 9, 2025 | Approve the adjournment of the Special Meeting from time to time, if necessary or appropriate, including to solicit additional proxies if there are insufficient votes at the time of the Special Meeting to approve Proposal 1 (to approve the Merger Agreement) or in the absence of a quorum. Corporate Governance |
Other | For | AGAINST 9 funds |
FOR 7 funds |
| STEPSTONE GROUP INC | September 9, 2025 | To approve an amendment to the Company's Amended and Restated Certificate of Incorporation to limit the liability of certain officers as permitted by Delaware law. Director Elections |
Other | For | FOR 11 funds |
AGAINST 4 funds |
| STRATUS PROPERTIES INC. | June 1, 2026 | Approval of one or more adjournments of the 2026 annual meeting of stockholders, if necessary or advisable as determined by the Board of Directors or a committee thereof. Corporate Governance |
Other | For | AGAINST 2 funds |
FOR 2 funds |
| SUN COUNTRY AIRLINES HOLDINGS, INC. | May 8, 2026 | To give the Sun Country board of directors authority to adjourn the Sun Country 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 Sun Country special meeting to approve the merger agreement proposal. Corporate Governance |
Other | For | AGAINST 8 funds |
FOR 7 funds |
| 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 | AGAINST 2 funds |
FOR 2 funds |
| 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 | AGAINST 2 funds |
FOR 1 fund |
| Skyworks Solutions, Inc. | February 11, 2026 | a proposal to adjourn the Skyworks 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 Skyworks Special Meeting to approve the Stock Issuance Proposal or if quorum is not present at the Skyworks Special Meeting or to ensure that any supplement or amendment to this joint proxy statement/prospectus is timely provided to Skyworks stockholders (the "Skyworks Adjournment Proposal"). Corporate Governance |
Other | For | AGAINST 18 funds |
FOR 15 funds |
| TACTILE SYSTEMS TECHNOLOGY, INC. | May 6, 2026 | Approve an amendment to the Company's Amended and Restated Certificate of Incorporation to provide that directors may be removed in a manner consistent with Delaware law. Shareholder Rights and Defenses |
Other | For | AGAINST 4 funds |
FOR 3 funds |
| TALKSPACE, INC. | May 29, 2026 | 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 approve Proposal 1. Corporate Governance |
Other | For | AGAINST 4 funds |
FOR 2 funds |
| TEGNA INC. | November 18, 2025 | 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. Corporate Governance |
Other | For | AGAINST 10 funds |
FOR 7 funds |
| TELEPHONE AND DATA SYSTEMS, INC. | May 21, 2026 | Approval of an amendment to the Company's Restated Certificate of Incorporation to provide for exculpation of officers Director Elections |
Other | For | FOR 10 funds |
AGAINST 7 funds |
| TESLA, INC. | November 6, 2025 | A shareholder proposal to amend the bylaws to repeal 3% derivative suit ownership threshold. Corporate Governance |
Other | Against | AGAINST 29 funds |
FOR 13 funds |
| TETRA TECHNOLOGIES, INC. | May 22, 2026 | Ratification of Amendment No. 1 to our Tax Benefits Preservation Plan. Shareholder Rights and Defenses |
Other | For | AGAINST 5 funds |
FOR 4 funds |
| 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 | AGAINST 20 funds |
FOR 14 funds |
| THE ODP CORPORATION | December 5, 2025 | To adjourn the special meeting from time to time, if necessary or appropriate, as determined in accordance with the merger agreement by the board of directors of ODP, including for the purpose of soliciting additional votes for the approval of the proposal to adopt the merger agreement if there are insufficient votes at the time of the special meeting to approve the proposal to adopt the merger agreement. Corporate Governance |
Other | For | AGAINST 4 funds |
FOR 7 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.