Home › Asset managers › Compare 2025-2026 › State Street vs Franklin Templeton
State Street 2025-2026 · Franklin Templeton 2025-2026 · Download the item list (CSV)
| Common items | Same | Differ | Split (not in %) | Same position | Fund-level | |
|---|---|---|---|---|---|---|
| All ballot items | 60,372 | 56,343 | 3,621 | 408 | 94.0% | 93.6% |
| Board proposals | 44,976 | 41,622 | 3,061 | 293 | 93.1% | 92.8% |
| E&S shareholder proposals | 156 | 128 | 13 | 15 | 90.8% | 88.4% |
| Other items | 15,240 | 14,593 | 547 | 100 | 96.4% | 96.1% |
Everything Voted differently Split votes
All ballot items Board proposals E&S shareholder proposals Other items
647 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 | Franklin Templeton |
|---|---|---|---|---|---|---|
| TOTVS SA | April 24, 2026 | Do You Wish to Request Installation of a Fiscal Council, Under the Terms of Article 161 of the Brazilian Corporate Law? Corporate Governance |
Other | None | FOR 9 funds |
ABSTAIN 3 funds |
| TRANSMISSORA ALIANCA DE ENERGIA ELETRICA SA | April 29, 2026 | As a Preferred Shareholder, Would You like to Request a Separate Minority Election of a Member of the Board of Directors, Under the Terms of Article 141 of the Brazilian Corporate Law? Corporate Governance |
Other | Not determined | AGAINST 1 fund |
ABSTAIN 2 funds |
| TRANSMISSORA ALIANCA DE ENERGIA ELETRICA SA | April 29, 2026 | As an Ordinary Shareholder, Would You like to Request a Separate Minority Election of a Member of the Board of Directors, Under the Terms of Article 141 of the Brazilian Corporate Law? Corporate Governance |
Other | Not determined | AGAINST 1 fund |
ABSTAIN 2 funds |
| TRANSMISSORA ALIANCA DE ENERGIA ELETRICA SA | April 29, 2026 | Do You Wish to Adopt Cumulative Voting for the Election of the Members of the Board of Directors, Under the Terms of Article 141 of the Brazilian Corporate Law? Shareholder Rights and Defenses |
Other | Not determined | AGAINST 1 fund |
ABSTAIN 2 funds |
| TRANSMISSORA ALIANCA DE ENERGIA ELETRICA SA | April 29, 2026 | In Case Neither Class of Shares Reaches the Minimum Quorum Required by the Brazilian Corporate Law to Elect a Board Representative in Separate Elections, Would You Like to Use Your Votes to Elect the Candidate with More Votes to Represent Both Classes? Corporate Governance |
Other | None | AGAINST 1 fund |
FOR 2 funds |
| TXNM ENERGY, INC. | August 28, 2025 | Approve one or more adjournments 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 agreement. Corporate Governance |
Other | For | AGAINST 9 funds |
FOR 1 fund |
| The UNITE Group Plc | May 15, 2026 | Authorise the Company to Call General Meeting with Two Weeks' Notice Corporate Governance |
Other | For | AGAINST 5 funds |
FOR 1 fund |
| The Weir Group Plc | April 30, 2026 | Authorise the Company to Call General Meeting with Two Weeks' Notice Corporate Governance |
Other | For | AGAINST 3 funds |
FOR 2 funds |
| Toyo Suisan Kaisha, Ltd. | June 25, 2026 | Approve Restricted Stock Plan Compensation |
Other | Against | AGAINST 2 funds |
FOR 2 funds |
| UDEMY, 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 the Udemy Merger Proposal. Corporate Governance |
Other | For | AGAINST 4 funds |
FOR 1 fund |
| ULTRAPAR PARTICIPACOES SA | April 15, 2026 | Do You Wish to Request Installation of a Fiscal Council, Under the Terms of Article 161 of the Brazilian Corporate Law? Corporate Governance |
Other | Not determined | FOR 7 funds |
ABSTAIN 2 funds |
| UNIFIRST CORPORATION | June 11, 2026 | To adjourn the special meeting of UniFirst shareholders to a later date or dates, if necessary or appropriate, to solicit additional proxies if, immediately prior to such adjournment, there are not sufficient votes at the time of the UniFirst special meeting to approve the UniFirst merger proposal or to ensure any supplement or amendment to the joint proxy statement/prospectus is timely provided to holders of UniFirst common stock (the ''UniFirst adjournment proposal''). Corporate Governance |
Other | For | AGAINST 11 funds |
FOR 1 fund |
| UNITED AIRLINES HOLDINGS, INC. | May 19, 2026 | Advisory vote on stockholder proposal entitled "Shareholder Right to Act by Written Consent". Shareholder Rights and Defenses |
Other | Against | AGAINST 17 funds |
FOR 3 funds |
| UNITED UTILITIES GROUP PLC | July 18, 2025 | Authorise the Company to Call General Meeting with Two Weeks' Notice Shareholder Rights and Defenses |
Other | For | AGAINST 12 funds |
FOR 5 funds |
| Union Pacific Corporation | November 14, 2025 | proposal to adjourn the Union Pacific 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 Union Pacific special meeting to approve the share issuance proposal, which proposal is referred to as the Union Pacific adjournment proposal. Corporate Governance |
Other | For | AGAINST 23 funds |
FOR 9 funds |
| VEECO INSTRUMENTS INC. | February 6, 2026 | 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 Agreement Proposal or to ensure that any supplement or amendment to the joint proxy statement/prospectus is timely provided to stockholders. Corporate Governance |
Other | For | AGAINST 12 funds |
FOR 1 fund |
| VERISK ANALYTICS, INC. | May 19, 2026 | Shareholder Proposal - Shareholder Right to Act by Written Consent. Shareholder Rights and Defenses |
Other | Against | AGAINST 21 funds |
FOR 5 funds |
| VERTEX PHARMACEUTICALS INCORPORATED | May 13, 2026 | Shareholder Proposal, if properly presented at the meeting, regarding shareholder right to act by written consent. Shareholder Rights and Defenses |
Other | Against | AGAINST 24 funds |
FOR 3 funds |
| VIBRA ENERGIA SA | April 15, 2026 | Do You Wish to Adopt Cumulative Voting for the Election of the Members of the Board of Directors, Under the Terms of Article 141 of the Brazilian Corporate Law? Shareholder Rights and Defenses |
Other | None | AGAINST 8 funds |
ABSTAIN 3 funds |
| VODAFONE GROUP PLC | July 29, 2025 | Authorise the Company to Call General Meeting with Two Weeks' Notice Shareholder Rights and Defenses |
Other | For | AGAINST 11 funds |
FOR 5 funds |
| VOLKSWAGEN AG | June 18, 2026 | APPROVE DISCHARGE OF MANAGEMENT BOARD MEMBER M. DOESS FOR FISCAL YEAR 2025 Corporate Governance |
Other | For | FOR 2 funds |
AGAINST 3 funds |
| VOLKSWAGEN AG | June 18, 2026 | APPROVE DISCHARGE OF SUPERVISORY BOARD MEMBER F. O. PORSCHE FOR FISCAL YEAR 2025 Corporate Governance |
Other | For | FOR 2 funds |
AGAINST 3 funds |
| VOLKSWAGEN AG | June 18, 2026 | APPROVE DISCHARGE OF SUPERVISORY BOARD MEMBER G. HORVATH FOR FISCAL YEAR 2025 Corporate Governance |
Other | For | FOR 2 funds |
AGAINST 3 funds |
| VOLKSWAGEN AG | June 18, 2026 | APPROVE DISCHARGE OF SUPERVISORY BOARD MEMBER H. M. PIECH FOR FISCAL YEAR 2025 Corporate Governance |
Other | For | FOR 2 funds |
AGAINST 3 funds |
| VOLKSWAGEN AG | June 18, 2026 | APPROVE DISCHARGE OF SUPERVISORY BOARD MEMBER M. HEISS (UNTIL JULY 4, 2025) FOR FISCAL YEAR 2025 Corporate Governance |
Other | For | FOR 2 funds |
AGAINST 3 funds |
| VOLKSWAGEN AG | June 18, 2026 | APPROVE DISCHARGE OF SUPERVISORY BOARD MEMBER W. PORSCHE FOR FISCAL YEAR 2025 Corporate Governance |
Other | For | FOR 2 funds |
AGAINST 3 funds |
| WEG SA | April 23, 2026 | As an Ordinary Shareholder, Would You like to Request a Separate Minority Election of a Member of the Board of Directors, Under the Terms of Article 141 of the Brazilian Corporate Law? Corporate Governance |
Other | None | AGAINST 8 funds |
ABSTAIN 3 funds |
| WEG SA | April 23, 2026 | Do You Wish to Adopt Cumulative Voting for the Election of the Members of the Board of Directors, Under the Terms of Article 141 of the Brazilian Corporate Law? Shareholder Rights and Defenses |
Other | None | AGAINST 8 funds |
ABSTAIN 3 funds |
| WEG SA | April 23, 2026 | Do You Wish to Request Installation of a Fiscal Council, Under the Terms of Article 161 of the Brazilian Corporate Law? Corporate Governance |
Other | None | FOR 8 funds |
ABSTAIN 3 funds |
| WEST PHARMACEUTICAL SERVICES, INC. | May 4, 2026 | Shareholder proposal regarding an independent Board Chair policy. Corporate Governance |
Other | Against | AGAINST 21 funds |
FOR 2 funds |
| WK KELLOGG CO | September 19, 2025 | The Adjournment Proposal - To approve one or more adjournments of the special meeting, if necessary, to solicit additional proxies if a quorum is not present or there are not sufficient votes cast at the special meeting to approve the Merger Proposal. Corporate Governance |
Other | For | AGAINST 10 funds |
FOR 1 fund |
| WOLTERS KLUWER N.V. | May 21, 2026 | Amend Articles of Association Corporate Governance |
Other | For | FOR 11 funds |
AGAINST 5 funds |
| WOOLWORTHS GROUP LTD | October 30, 2025 | Approve Farmed Seafood Reporting Environment or Climate |
Other | Against | AGAINST 9 funds |
FOR 2 funds |
| Walvax Biotechnology Co., Ltd. | April 3, 2026 | Approve Related Party Transactions in Connection to Issuance of Shares to Specific Targets Corporate Governance |
Other | For | FOR 3 funds |
AGAINST 2 funds |
| Waters Corporation | January 27, 2026 | To approve the adjournment of the Special Meeting, if necessary, (a) to solicit additional proxies in the event there are not sufficient votes at the time of the Special Meeting to approve the Share Issuance Proposal, (b) if there are insufficient shares of Waters Common Stock represented (either in person via the Internet or by proxy) to constitute a quorum necessary to conduct business at the Special Meeting, or (c) to allow reasonable time for the filing or mailing of any supplemental or amended disclosures that the Company has determined, based on the advice of outside legal counsel, are reasonably likely to be required under applicable law and for such supplemental or amended disclosures to be disseminated and reviewed by the Company's stockholders. Corporate Governance |
Other | For | AGAINST 21 funds |
FOR 3 funds |
| Whitbread Plc | June 18, 2026 | Authorise the Company to Call General Meeting with Two Weeks' Notice Corporate Governance |
Other | For | AGAINST 5 funds |
FOR 2 funds |
| Wintime Energy Group Co., Ltd. | December 22, 2025 | Approve Guarantee Amount Investment Company Matters |
Other | For | FOR 3 funds |
AGAINST 2 funds |
| Wise Plc | September 25, 2025 | Authorise the Company to Call General Meeting with Two Weeks' Notice Corporate Governance |
Other | For | AGAINST 9 funds |
FOR 2 funds |
| XCMG CONSTRUCTION MACHINERY CO LTD | May 28, 2026 | Approve Issuance of Asset-backed Notes Capital Structure |
Other | For | AGAINST 5 funds |
FOR 2 funds |
| XPENG INC | June 26, 2026 | Amend Memorandum and Articles of Association and Adopt Tenth Amended and Restated Memorandum and Articles of Association Corporate Governance |
Other | For | AGAINST 10 funds |
FOR 2 funds |
| Xiamen CD Inc. | May 18, 2026 | Approve Additional Guarantee Investment Company Matters |
Other | For | FOR 2 funds |
AGAINST 3 funds |
| YUM! BRANDS, INC. | May 14, 2026 | Shareholder Proposal to Reduce the Percentage of Shares Required to Call a Special Meeting. Shareholder Rights and Defenses |
Other | Against | AGAINST 22 funds |
FOR 4 funds |
| Yakult Honsha Co., Ltd. | June 24, 2026 | Approve Restricted Stock Plan Compensation |
Other | Against | AGAINST 2 funds |
FOR 2 funds |
| ZEEKR Intelligent Technology Holding Limited | September 15, 2025 | Adjourn Meeting Corporate Governance |
Other | For | AGAINST 3 funds |
FOR 2 funds |
| ZHEJIANG EXPRESSWAY CO LTD | March 20, 2026 | Amend Formulation of the Articles of Association (Draft) and Its Appendices to be Applied Upon Listing of A Shares of the Company Corporate Governance |
Other | For | AGAINST 5 funds |
FOR 2 funds |
| ZHEJIANG EXPRESSWAY CO LTD | March 20, 2026 | Approve Formulation of the Articles of Association (Draft) and Its Appendices to be Applied Upon Listing of A Shares Corporate Governance |
Other | For | AGAINST 5 funds |
FOR 2 funds |
| ZOETIS INC. | May 20, 2026 | Shareholder proposal to permit shareholder action by written consent. Shareholder Rights and Defenses |
Other | Against | AGAINST 22 funds |
FOR 3 funds |
| AMAZON.COM, INC. | May 20, 2026 | SHAREHOLDER PROPOSAL REQUESTING A MANDATORY INDEPENDENT BOARD CHAIR POLICY Corporate Governance |
Other | Against | AGAINST 29 funds |
Split 7 FOR, 6 AGAINST |
| AMGEN INC. | May 19, 2026 | Stockholder proposal to require an independent board chairman. Corporate Governance |
Other | Against | AGAINST 24 funds |
Split 1 FOR, 5 AGAINST |
| ASTRAZENECA PLC | April 9, 2026 | Authorise the Company to Call General Meeting with Two Weeks' Notice Shareholder Rights and Defenses |
Other | For | AGAINST 20 funds |
Split 11 FOR, 1 AGAINST |
| AT&T INC. | May 14, 2026 | Approve Amendment to Restated Certificate of Incorporation to Provide for Officer Exculpation Director Elections |
Other | For | FOR 24 funds |
Split 5 FOR, 1 AGAINST |
| AT&T INC. | May 14, 2026 | Shareholder Right to Act by Written Consent Shareholder Rights and Defenses |
Other | Against | AGAINST 23 funds |
Split 5 FOR, 1 AGAINST |
| 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 |
Split 2 FOR, 1 AGAINST |
| AXCELIS TECHNOLOGIES, INC. | February 6, 2026 | To approve the adjournment of the special meeting, if necessary or appropriate, to solicit additional proxies if there are insufficient votes to adopt the Axcelis Share Issuance Proposal. Corporate Governance |
Other | For | Split 2 FOR, 11 AGAINST |
FOR 2 funds |
| BLOOM ENERGY CORPORATION | May 21, 2026 | To approve an amendment to our Restated Certificate of Incorporation to provide for officer exculpation as permitted by Delaware law. Director Elections |
Other | For | FOR 11 funds |
Split 4 FOR, 4 AGAINST |
| BOOKING HOLDINGS INC. | June 2, 2026 | Amendment of the Company's certificate of incorporation to provide for the exculpation of officers. Director Elections |
Other | For | FOR 22 funds |
Split 4 FOR, 2 AGAINST |
| BOSTON SCIENTIFIC CORPORATION | April 30, 2026 | To amend our Certificate of Incorporation and By-Laws to permit stockholders holding 25% of our common stock to call a special meeting of stockholders. Shareholder Rights and Defenses |
Other | For | FOR 27 funds |
Split 2 FOR, 2 ABSTAIN |
| BOSTON SCIENTIFIC CORPORATION | April 30, 2026 | To amend our Certificate of Incorporation to provide for exculpation of certain officers as permitted by Delaware law. Director Elections |
Other | For | FOR 28 funds |
Split 2 FOR, 2 AGAINST |
| BP PLC | April 23, 2026 | Adopt New Articles of Association Corporate Governance |
Other | For | AGAINST 12 funds |
Split 1 FOR, 7 AGAINST |
| BP PLC | April 23, 2026 | Approve Revocation of Resolution 25 (2015) and Resolution 22 (2019) Corporate Governance |
Other | For | FOR 12 funds |
Split 1 FOR, 7 AGAINST |
| BRISTOL-MYERS SQUIBB COMPANY | May 5, 2026 | Shareholder Proposal on the Adoption of a Board Policy that the Chairperson of the Board be an Independent Director Corporate Governance |
Other | Against | AGAINST 25 funds |
Split 2 FOR, 7 AGAINST |
| BRITISH AMERICAN TOBACCO PLC | April 15, 2026 | Authorise the Company to Call General Meeting with Two Weeks' Notice Shareholder Rights and Defenses |
Other | For | AGAINST 11 funds |
Split 6 FOR, 1 AGAINST |
| 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 |
Split 1 FOR, 1 AGAINST |
| CENTRUS ENERGY CORP. | June 18, 2026 | To approve an amendment to the Section 382 Rights Agreement, as amended. Shareholder Rights and Defenses |
Other | For | Split 1 FOR, 6 AGAINST |
FOR 1 fund |
| CHEMICAL WORKS OF GEDEON RICHTER PLC | April 29, 2026 | Authorize Management Board to Approve Investment and Financing Decisions Aligned with Company's Strategy Corporate Governance |
Other | For | AGAINST 8 funds |
Split 1 FOR, 1 AGAINST |
| CHEVRON CORPORATION | May 27, 2026 | Adopt an Independent Chair Corporate Governance |
Other | Against | AGAINST 28 funds |
Split 1 FOR, 10 AGAINST |
| COCA-COLA EUROPACIFIC PARTNERS | May 28, 2026 | AUTHORISE THE COMPANY TO CALL GENERAL MEETING WITH TWO WEEKS' NOTICE Corporate Governance |
Other | For | AGAINST 8 funds |
Split 2 FOR, 1 AGAINST |
| COLGATE-PALMOLIVE COMPANY | May 8, 2026 | Stockholder proposal entitled "Independent Board Chairman." Corporate Governance |
Other | Against | AGAINST 23 funds |
Split 1 FOR, 3 AGAINST |
| COMPASS GROUP PLC | February 5, 2026 | Authorise the Company to Call General Meeting with Two Weeks' Notice Shareholder Rights and Defenses |
Other | For | AGAINST 10 funds |
Split 3 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 1 fund |
| CONOCOPHILLIPS | May 12, 2026 | Stockholder Proposal - Independent Board Chairman. Corporate Governance |
Other | Against | AGAINST 23 funds |
Split 5 FOR, 1 AGAINST |
| 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 2 FOR, 5 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 1 fund |
| DANA INCORPORATED | April 22, 2026 | Shareholder proposal to require an independent Board Chairman. Corporate Governance |
Other | Against | Split 2 FOR, 13 AGAINST |
AGAINST 1 fund |
| DOMINION ENERGY, INC. | May 5, 2026 | Shareholder Proposal Regarding a Policy for an Independent Chair Corporate Governance |
Other | Against | AGAINST 20 funds |
Split 3 FOR, 2 AGAINST |
| DOMINO'S PIZZA, INC. | April 21, 2026 | Shareholder proposal regarding an independent board chair requirement. Corporate Governance |
Other | Against | AGAINST 18 funds |
Split 1 FOR, 1 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, 1 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 10 FOR, 1 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 |
FOR 1 fund |
| 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 |
FOR 4 funds |
| 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 5 FOR, 4 AGAINST |
| FAIR ISAAC CORPORATION | March 4, 2026 | To approve an amendment to the Company's Restated Certificate of Incorporation to allow for exculpation of officers as permitted by Delaware Law. Director Elections |
Other | For | FOR 20 funds |
Split 2 FOR, 3 AGAINST |
| FISERV, INC. | May 21, 2026 | Shareholder proposal requesting an independent board chair policy. Corporate Governance |
Other | Against | AGAINST 21 funds |
Split 2 FOR, 1 AGAINST |
| GENERAL MOTORS COMPANY | June 2, 2026 | Shareholder Proposal Regarding Separation of Chair and CEO Roles Corporate Governance |
Other | Against | AGAINST 25 funds |
Split 1 FOR, 4 AGAINST |
| GILEAD SCIENCES, INC. | April 30, 2026 | To vote on a stockholder proposal requesting an independent Board Chair policy, if properly presented at the Annual Meeting. Corporate Governance |
Other | Against | AGAINST 25 funds |
Split 1 FOR, 5 AGAINST |
| GROUP 1 AUTOMOTIVE, INC. | May 12, 2026 | Shareholder Proposal: Give Shareholders an Ability to Call for a Special Shareholder Meeting. Shareholder Rights and Defenses |
Other | Against | Split 2 FOR, 10 AGAINST |
FOR 2 funds |
| HCA Healthcare, Inc. | April 23, 2026 | Stockholder proposal, if properly presented at the meeting, regarding stockholders' right to act by written consent. Corporate Governance |
Other | Against | AGAINST 18 funds |
Split 5 FOR, 1 AGAINST |
| HONEYWELL INTERNATIONAL INC. | May 22, 2026 | Shareowner Proposal - Shareholder Right to Act by Written Consent. Shareholder Rights and Defenses |
Other | Against | AGAINST 23 funds |
Split 3 FOR, 4 AGAINST |
| 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 |
Split 1 FOR, 3 AGAINST |
| INSPIRE MEDICAL SYSTEMS, INC. | April 30, 2026 | 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 No. 5 and/or Proposal No. 6. Corporate Governance |
Other | For | Split 2 FOR, 12 AGAINST |
FOR 1 fund |
| INTERCONTINENTAL EXCHANGE, INC. | May 15, 2026 | A stockholder proposal regarding independent board chairman, if properly presented at the Annual Meeting. Corporate Governance |
Other | Against | AGAINST 27 funds |
Split 2 FOR, 1 AGAINST |
| IQVIA HOLDINGS INC. | April 23, 2026 | If properly presented, a stockholder proposal concerning separate Chairman and Chief Executive Officer roles. Corporate Governance |
Other | Against | AGAINST 21 funds |
Split 1 FOR, 2 AGAINST |
| JOHNSON & JOHNSON | April 23, 2026 | Independent Board Chair Corporate Governance |
Other | Against | AGAINST 31 funds |
Split 6 FOR, 5 AGAINST |
| JPMORGAN CHASE & CO. | May 19, 2026 | Independent board chairman Corporate Governance |
Other | Against | FOR 2 funds |
Split 6 FOR, 7 AGAINST |
| KRATOS DEFENSE & SEC SOLUTIONS, INC. | May 12, 2026 | To approve an amendment to the Company's Certificate of Incorporation to provide for officer exculpation. Director Elections |
Other | For | FOR 14 funds |
Split 1 FOR, 3 AGAINST |
| LAM RESEARCH CORPORATION | November 4, 2025 | Approval of an amendment to the Company's Restated Certificate of Incorporation to limit the liability of certain officers as permitted by Delaware law. Director Elections |
Other | For | FOR 23 funds |
Split 6 FOR, 2 AGAINST |
| LAM RESEARCH CORPORATION | November 4, 2025 | Stockholder proposal titled "Realistic Shareholder Ability to Call for a Special Shareholder Meeting," if properly presented. Corporate Governance |
Other | Against | Split 3 FOR, 20 AGAINST |
FOR 8 funds |
| LOCKHEED MARTIN CORPORATION | May 12, 2026 | Stockholder Proposal Requiring Independent Board Chairman Corporate Governance |
Other | Against | AGAINST 24 funds |
Split 6 FOR, 1 AGAINST |
| LOWE'S COMPANIES, INC. | May 29, 2026 | Shareholder Proposal requesting an independent board chairman. Corporate Governance |
Other | Against | AGAINST 28 funds |
Split 4 FOR, 3 AGAINST |
| LPL FINANCIAL HOLDINGS INC. | May 14, 2026 | Adopt amendments to the Charter to provide for officer exculpation. Director Elections |
Other | For | FOR 8 funds |
Split 1 FOR, 1 AGAINST |
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How items are matched and positions counted: see the comparison table and the methodology. Built October 25, 2026 from SEC Form N-PX filings.