Home › Asset managers › Compare 2025-2026 › State Street vs Equitable
State Street 2025-2026 · Equitable 2025-2026 · Download the item list (CSV)
| Common items | Same | Differ | Split (not in %) | Same position | Fund-level | |
|---|---|---|---|---|---|---|
| All ballot items | 61,358 | 51,437 | 3,421 | 6,500 | 93.8% | 90.2% |
| Board proposals | 51,160 | 42,317 | 2,955 | 5,888 | 93.5% | 89.7% |
| E&S shareholder proposals | 163 | 73 | 1 | 89 | 98.6% | 85.1% |
| Other items | 10,035 | 9,047 | 465 | 523 | 95.1% | 92.8% |
Everything Voted differently Split votes
All ballot items Board proposals E&S shareholder proposals Other items
523 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 | Equitable |
|---|---|---|---|---|---|---|
| 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 | AGAINST 13 funds |
Split 3 FOR, 6 AGAINST |
| COLGATE-PALMOLIVE COMPANY | May 8, 2026 | Stockholder proposal entitled "Independent Board Chairman." Corporate Governance |
Other | Against | AGAINST 23 funds |
Split 1 FOR, 20 AGAINST |
| COLUMBIA SPORTSWEAR COMPANY | June 10, 2026 | Shareholder proposal regarding proxy access. Shareholder Rights and Defenses |
Other | Against | FOR 11 funds |
Split 4 FOR, 3 AGAINST |
| COMCAST CORPORATION | June 10, 2026 | Adopt policy to have an independent chair Corporate Governance |
Other | Against | AGAINST 22 funds |
Split 9 FOR, 7 AGAINST |
| COMMERZBANK AG | May 20, 2026 | VOTING INSTRUCTIONS FOR MOTIONS OR NOMINATIONS BY SHAREHOLDERS THAT ARE NOT MADE ACCESSIBLE BEFORE THE AGM AND THAT ARE MADE OR AMENDED IN THE COURSE OF THE AGM Corporate Governance |
Other | For | AGAINST 11 funds |
Split 3 AGAINST, 3 ABSTAIN |
| 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 |
Split 5 FOR, 3 ABSTAIN |
| COMSYS Holdings Corp. | June 26, 2026 | Appoint Shareholder Director Nominee Okada, Masaharu Director Elections |
Other | Against | AGAINST 2 funds |
Split 1 FOR, 1 AGAINST |
| CONFLUENT, INC. | February 12, 2026 | To 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 | Split 2 FOR, 6 AGAINST |
FOR 6 funds |
| CONOCOPHILLIPS | May 12, 2026 | Stockholder Proposal - Independent Board Chairman. Corporate Governance |
Other | Against | AGAINST 23 funds |
Split 2 FOR, 19 AGAINST |
| 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 |
Split 5 FOR, 1 ABSTAIN |
| CORPAY, INC. | May 7, 2026 | Shareholder proposal regarding an independent Board Chair requirement, if properly presented at the meeting. Corporate Governance |
Other | Against | AGAINST 18 funds |
Split 7 FOR, 10 AGAINST |
| 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 |
Split 11 FOR, 8 ABSTAIN |
| 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 |
Split 4 FOR, 1 ABSTAIN |
| COWAY CO., LTD. | March 31, 2026 | Amend Articles of Incorporation (Audit Committee) (Shareholder Proposal) Corporate Governance |
Other | Against | AGAINST 6 funds |
Split 1 FOR, 1 AGAINST |
| COWAY CO., LTD. | March 31, 2026 | Amend Articles of Incorporation (Board Chairman) (Shareholder Proposal) Corporate Governance |
Other | Against | AGAINST 6 funds |
Split 1 FOR, 1 AGAINST |
| COWAY CO., LTD. | March 31, 2026 | Elect Park Yoo-gyeong as Outside Director to Serve as an Audit Committee Member (Shareholder Proposal) Director Elections |
Other | Against | AGAINST 6 funds |
Split 1 FOR, 1 AGAINST |
| COWAY CO., LTD. | March 31, 2026 | Elect Sim Jae-hyeong as Outside Director (Shareholder Proposal) Director Elections |
Other | Against | AGAINST 6 funds |
Split 1 FOR, 1 AGAINST |
| COWAY CO., LTD. | March 31, 2026 | Elect Sim Jae-hyeong as Outside Director to Serve as an Audit Committee Member (Shareholder Proposal) Director Elections |
Other | Against | AGAINST 6 funds |
Split 1 FOR, 1 AGAINST |
| COWAY CO., LTD. | March 31, 2026 | Elect Sim Jae-hyeong as a Member of Audit Committee (Shareholder Proposal) Corporate Governance |
Other | Against | AGAINST 6 funds |
Split 1 FOR, 1 AGAINST |
| CRACKER BARREL OLD COUNTRY STORE, INC. | November 20, 2025 | To ratify, on an advisory basis, the inclusion of the Ineligibility Provision in the Company's bylaws. Corporate Governance |
Other | Contested | AGAINST 8 funds |
Split 4 FOR, 2 AGAINST |
| CRACKER BARREL OLD COUNTRY STORE, INC. | November 20, 2025 | To ratify, on an advisory basis, the inclusion of the Mutual Reimbursement Provision in the Company's bylaws. Corporate Governance |
Other | Contested | AGAINST 8 funds |
Split 4 FOR, 2 AGAINST |
| 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 |
Split 3 FOR, 1 ABSTAIN |
| 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 |
Split 17 FOR, 4 AGAINST |
| CROWDSTRIKE HOLDINGS, INC. | June 17, 2026 | To ratify, on an advisory basis, supermajority voting provisions in CrowdStrike's amended and restated certificate of incorporation and amended and restated bylaws. Shareholder Rights and Defenses |
Other | For | AGAINST 30 funds |
Split 2 FOR, 18 AGAINST |
| 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 | AGAINST 10 funds |
Split 4 FOR, 2 AGAINST |
| CSG SYSTEMS INTERNATIONAL, INC. | January 30, 2026 | To adjourn the special meeting from time to time, if necessary or appropriate, as determined in accordance with the merger agreement by the CSG 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 | Split 2 FOR, 11 AGAINST |
FOR 8 funds |
| CTS EVENTIM AG & CO. KGAA | May 27, 2026 | APPROVE DISCHARGE OF SUPERVISORY BOARD FOR FISCAL YEAR 2025 Director Elections |
Other | For | FOR 9 funds |
Split 4 FOR, 4 AGAINST |
| 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 | AGAINST 28 funds |
Split 1 FOR, 20 AGAINST |
| Canon Electronics, Inc. | March 19, 2026 | Amend Articles to Decrease Authorized Capital - Delete References to Record Date Corporate Governance |
Other | For | FOR 1 fund |
Split 1 FOR, 1 AGAINST |
| China Life Insurance Company Limited | September 25, 2025 | Amend Articles of Association Corporate Governance |
Other | For | AGAINST 11 funds |
Split 1 AGAINST, 1 ABSTAIN |
| Chubu Electric Power Co., Inc. | June 25, 2026 | Remove Incumbent Director Hayashi, Kingo Director Elections |
Other | Against | AGAINST 7 funds |
Split 4 FOR, 4 AGAINST |
| Cincinnati Financial Corporation | May 2, 2026 | A nonbinding shareholder proposal, if properly presented at the meeting. Corporate Governance |
Other | Against | AGAINST 22 funds |
Split 7 FOR, 8 AGAINST |
| Citizen Watch Co., Ltd. | June 24, 2026 | Amend Articles to Allow Online Attendance at General Shareholder Meetings Corporate Governance |
Other | Against | AGAINST 3 funds |
Split 1 FOR, 1 AGAINST |
| Citizen Watch Co., Ltd. | June 24, 2026 | Amend Articles to Appoint Outside Director as Chairman of the Board Corporate Governance |
Other | Against | AGAINST 3 funds |
Split 1 FOR, 1 AGAINST |
| Citizen Watch Co., Ltd. | June 24, 2026 | Amend Articles to Require Individual Compensation Disclosure for Directors Compensation |
Other | Against | FOR 3 funds |
Split 1 FOR, 1 AGAINST |
| 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 | AGAINST 13 funds |
Split 1 FOR, 6 AGAINST |
| Compagnie Financiere Richemont SA | September 10, 2025 | Transact Other Business (Voting) Corporate Governance |
Other | For | AGAINST 10 funds |
Split 5 AGAINST, 3 ABSTAIN |
| Cushman & Wakefield plc | October 16, 2025 | To approve the General Meeting Adjournment Resolution, a proposal to approve the adjournment of the General Meeting, if necessary, to solicit additional votes if there are insufficient votes in favor of the Scheme Resolutions. Corporate Governance |
Other | For | Split 2 FOR, 9 AGAINST |
FOR 6 funds |
| Cushman & Wakefield plc | October 16, 2025 | To approve the Shareholders Meeting Adjournment Resolution, a proposal to approve the adjournment of the Shareholders Meeting, if necessary, to solicit additional votes if there are insufficient votes in favor of the Advisory Resolutions. Corporate Governance |
Other | For | Split 2 FOR, 9 AGAINST |
FOR 6 funds |
| D'IETEREN GROUP | May 28, 2026 | Approve Coordination of Articles of Association Corporate Governance |
Other | For | AGAINST 8 funds |
Split 4 FOR, 4 AGAINST |
| D'IETEREN GROUP | May 28, 2026 | Approve Discharge of Directors Director Elections |
Other | For | FOR 8 funds |
Split 4 FOR, 4 AGAINST |
| D'IETEREN GROUP | May 28, 2026 | Authorize Board to Issue Shares in the Event of a Public Tender Offer or Share Exchange Offer and Renew Authorization to Increase Share Capital within the Framework of Authorized Capital Shareholder Rights and Defenses |
Other | For | AGAINST 8 funds |
Split 4 FOR, 4 AGAINST |
| D'IETEREN GROUP | May 28, 2026 | Authorize Implementation of Approved Resolutions Corporate Governance |
Other | For | AGAINST 8 funds |
Split 4 FOR, 4 AGAINST |
| DANA INCORPORATED | April 22, 2026 | Shareholder proposal to require an independent Board Chairman. Corporate Governance |
Other | Against | Split 2 FOR, 13 AGAINST |
AGAINST 7 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 |
Split 22 FOR, 1 AGAINST |
| DELIVERY HERO SE | June 23, 2026 | APPROVE DISCHARGE OF SUPERVISORY BOARD MEMBER DIMITRIOS TSAOUSIS FOR FISCAL YEAR 2025 Director Elections |
Other | For | AGAINST 10 funds |
Split 4 FOR, 4 AGAINST |
| DELIVERY HERO SE | June 23, 2026 | APPROVE DISCHARGE OF SUPERVISORY BOARD MEMBER GABRIELLA ENGARAS FOR FISCAL YEAR 2025 Director Elections |
Other | For | AGAINST 10 funds |
Split 4 FOR, 4 AGAINST |
| DELIVERY HERO SE | June 23, 2026 | APPROVE DISCHARGE OF SUPERVISORY BOARD MEMBER NILS ENGVALL FOR FISCAL YEAR 2025 Director Elections |
Other | For | AGAINST 10 funds |
Split 4 FOR, 4 AGAINST |
| DELIVERY HERO SE | June 23, 2026 | VOTING INSTRUCTIONS FOR MOTIONS OR NOMINATIONS BY SHAREHOLDERS THAT ARE NOT MADE ACCESSIBLE BEFORE THE AGM AND THAT ARE MADE OR AMENDED IN THE COURSE OF THE AGM Corporate Governance |
Other | None | AGAINST 10 funds |
Split 4 AGAINST, 4 ABSTAIN |
| DELTA AIR LINES, INC. | June 18, 2026 | A shareholder proposal requesting the ability for shareholders to act by written consent. Shareholder Rights and Defenses |
Other | Not determined | AGAINST 17 funds |
Split 7 FOR, 9 AGAINST |
| DEUTSCHE BOERSE AG | May 13, 2026 | Approve Discharge of Management Board for Fiscal Year 2025 Director Elections |
Other | For | FOR 12 funds |
Split 11 FOR, 1 ABSTAIN |
| 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 |
Split 10 FOR, 8 ABSTAIN |
| 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 |
Split 5 FOR, 1 ABSTAIN |
| 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 |
Split 5 FOR, 1 ABSTAIN |
| 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 |
Split 5 FOR, 1 ABSTAIN |
| 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 |
Split 5 FOR, 1 ABSTAIN |
| 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 |
Split 5 FOR, 1 ABSTAIN |
| DIAMOND HILL INVESTMENT GROUP, INC. | May 28, 2026 | Election of the nominees named below as directors: L'Quentus Thomas Director Elections |
Other | For | ABSTAIN 4 funds |
Split 5 FOR, 1 ABSTAIN |
| 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 |
Split 5 FOR, 1 ABSTAIN |
| 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 |
Split 5 FOR, 1 ABSTAIN |
| 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 |
Split 5 FOR, 1 ABSTAIN |
| 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 |
Split 5 FOR, 1 ABSTAIN |
| DINE BRANDS GLOBAL, INC. | May 14, 2026 | A stockholder proposal regarding the right of stockholders to call a special meeting of stockholders at a 15% ownership threshold. Shareholder Rights and Defenses |
Other | Against | AGAINST 3 funds |
Split 1 FOR, 5 AGAINST |
| DINE BRANDS GLOBAL, INC. | May 14, 2026 | Approval, on an advisory basis, to provide stockholders the right to call a special meeting of the stockholders at a 25% ownership threshold. Shareholder Rights and Defenses |
Other | For | FOR 3 funds |
Split 5 FOR, 1 AGAINST |
| 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 | AGAINST 19 funds |
Split 7 FOR, 10 AGAINST |
| DOLLAR TREE, INC. | June 16, 2026 | Shareholder proposal requesting a shareholder right to act by written consent. Shareholder Rights and Defenses |
Other | Against | AGAINST 17 funds |
Split 1 FOR, 17 AGAINST |
| DOMINION ENERGY, INC. | May 5, 2026 | Shareholder Proposal Regarding a Policy for an Independent Chair Corporate Governance |
Other | Against | AGAINST 20 funds |
Split 6 FOR, 12 AGAINST |
| DOMINO'S PIZZA, INC. | April 21, 2026 | Shareholder proposal regarding an independent board chair requirement. Corporate Governance |
Other | Against | AGAINST 18 funds |
Split 10 FOR, 11 AGAINST |
| 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 |
Split 1 FOR, 21 AGAINST |
| DSM-Firmenich AG | May 7, 2026 | Transact Other Business (Voting) Corporate Governance |
Other | For | AGAINST 11 funds |
Split 3 AGAINST, 3 ABSTAIN |
| DT MIDSTREAM, INC. | May 5, 2026 | Stockholder Proposal on Shareholder Right to Act by Written Consent. Shareholder Rights and Defenses |
Other | Against | AGAINST 12 funds |
Split 5 FOR, 2 AGAINST |
| Davide Campari-Milano NV | April 16, 2026 | Approve Discharge of Non-Executive Directors Corporate Governance |
Other | For | FOR 8 funds |
Split 3 FOR, 4 AGAINST |
| Designer Brands Inc. | June 17, 2026 | Amend the provisions relating to director and officer indemnification and related matters. Corporate Governance |
Other | For | FOR 2 funds |
Split 5 FOR, 1 AGAINST |
| 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 | AGAINST 12 funds |
Split 3 FOR, 1 AGAINST |
| EBAY INC. | June 17, 2026 | Special stockholder meeting threshold, if properly presented. Shareholder Rights and Defenses |
Other | Against | AGAINST 24 funds |
Split 8 FOR, 10 AGAINST |
| 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 | AGAINST 25 funds |
Split 2 FOR, 22 AGAINST |
| ELI LILLY AND COMPANY | May 4, 2026 | Shareholder proposal to adopt a policy and amend the bylaws to require an independent board chair. Corporate Governance |
Other | Against | AGAINST 28 funds |
Split 9 FOR, 11 AGAINST |
| ELIA GROUP SA/NV | May 19, 2026 | Approve Discharge of Directors Director Elections |
Other | For | FOR 8 funds |
Split 4 FOR, 4 AGAINST |
| ELME COMMUNITIES | October 30, 2025 | 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 a later date or dates, if necessary, appropriate or advisable to solicit additional proxies. Corporate Governance |
Other | For | Split 1 FOR, 13 AGAINST |
Split 3 FOR, 3 ABSTAIN |
| EMS-Chemie Holding AG | August 9, 2025 | Transact Other Business (Voting) Corporate Governance |
Other | For | AGAINST 8 funds |
Split 3 AGAINST, 3 ABSTAIN |
| ENEL S.P.A. | May 12, 2026 | Slate Submitted by Institutional Investors (Assogestioni) Director Elections |
Other | None | FOR 14 funds |
Split 3 FOR, 9 AGAINST |
| ENEL S.P.A. | May 12, 2026 | Slate Submitted by Ministry of Economy and Finance Director Elections |
Other | None | AGAINST 14 funds |
Split 9 FOR, 3 AGAINST |
| ENI S.P.A. | May 6, 2026 | Slate 3 Submitted by Romano Minozzi Director Elections |
Other | None | AGAINST 12 funds |
Split 5 FOR, 6 AGAINST |
| ENTEGRIS, INC. | May 6, 2026 | Stockholder Proposal: Providing stockholders the right to call special meetings of stockholders. Shareholder Rights and Defenses |
Other | Against | AGAINST 12 funds |
Split 6 FOR, 3 AGAINST |
| ENTEGRIS, INC. | May 6, 2026 | To approve, on an advisory basis, providing stockholders the right to call special meetings of stockholders. Shareholder Rights and Defenses |
Other | For | FOR 12 funds |
Split 3 FOR, 6 AGAINST |
| ENVIRI CORPORATION | May 4, 2026 | Proposal to approve the adjournment of the Special Meeting of Stockholders, from time to time, if necessary or appropriate, to solicit additional votes for Proposal #1 if there are insufficient votes at the time of the Special Meeting of Stockholders. Corporate Governance |
Other | For | AGAINST 10 funds |
Split 4 FOR, 1 ABSTAIN |
| 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 | AGAINST 15 funds |
Split 8 FOR, 9 AGAINST |
| 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 | AGAINST 17 funds |
Split 9 FOR, 8 AGAINST |
| 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 1 FOR, 29 AGAINST |
Split 2 FOR, 19 AGAINST |
| 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 |
Split 6 FOR, 1 ABSTAIN |
| 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 |
Split 5 FOR, 1 ABSTAIN |
| 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 |
Split 4 FOR, 1 AGAINST |
| EVERSOURCE ENERGY | May 6, 2026 | Vote on a shareholder proposal titled "Independent Board Chairman," if properly brought before the meeting. Corporate Governance |
Other | Against | AGAINST 22 funds |
Split 1 FOR, 19 AGAINST |
| Electric Power Development Co., Ltd. | June 25, 2026 | Amend Articles to Require Disclosure of Investment Framework for Climate Transition Risks and Abatement Cost Analysis Environment or Climate |
Other | Against | AGAINST 3 funds |
Split 1 AGAINST, 1 ABSTAIN |
| 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 |
Split 5 FOR, 1 ABSTAIN |
| Exxon Mobil Corporation | May 27, 2026 | Proposal requesting Company to modify its Voluntary Retail Voting Program to provide multiple options not aligned with the Board's recommendations Corporate Governance |
Other | Against | AGAINST 30 funds |
Split 3 FOR, 15 AGAINST, 1 ABSTAIN |
| Ezaki Glico Co., Ltd. | March 24, 2026 | Appoint Shareholder Director Nominee James B. Rosenwald III Director Elections |
Other | Against | AGAINST 2 funds |
Split 2 FOR, 1 AGAINST |
| Ezaki Glico Co., Ltd. | March 24, 2026 | Appoint Shareholder Director Nominee Sano, Junichiro Director Elections |
Other | Against | AGAINST 2 funds |
Split 2 FOR, 1 AGAINST |
| Ezaki Glico Co., Ltd. | March 24, 2026 | Initiate Share Repurchase Program Capital Structure |
Other | Against | AGAINST 2 funds |
Split 2 FOR, 1 AGAINST |
| FEDEX CORPORATION | September 29, 2025 | Stockholder proposal regarding independent board chairman. Corporate Governance |
Other | Against | AGAINST 23 funds |
Split 1 FOR, 17 AGAINST |
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How items are matched and positions counted: see the comparison table and the methodology. Built October 18, 2026 from SEC Form N-PX filings.