0001765380-24-000368.txt : 20240820 0001765380-24-000368.hdr.sgml : 20240820 20240820115726 ACCESSION NUMBER: 0001765380-24-000368 CONFORMED SUBMISSION TYPE: N-PX PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20240630 FILED AS OF DATE: 20240820 EFFECTIVENESS DATE: 20240820 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Team Hewins, LLC CENTRAL INDEX KEY: 0001964760 ORGANIZATION NAME: IRS NUMBER: 844376615 STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: N-PX SEC ACT: 1934 Act SEC FILE NUMBER: 028-22853 FILM NUMBER: 241223719 BUSINESS ADDRESS: STREET 1: 203 REDWOOD SHORES PARKWAY STREET 2: SUITE 550 CITY: REDWOOD CITY STATE: CA ZIP: 94065 BUSINESS PHONE: 650-620-3040 MAIL ADDRESS: STREET 1: 203 REDWOOD SHORES PARKWAY STREET 2: SUITE 550 CITY: REDWOOD CITY STATE: CA ZIP: 94065 N-PX 1 primary_doc.xml N-PX IM LIVE 0001964760 XXXXXXXX 06/30/2024 YEAR 2024 Ka-Tye Koo 6506203040

203 Redwood Shores Parkway Suite 550 Redwood City CA 94065

INSTITUTIONAL MANAGER VOTING REPORT N 028-22853 291194 801-112939 254900T9CS2IAMG0Q752 1 1 028-22853 291194 801-112939 254900T9CS2IAMG0Q752 Team Hewins, LLC Ka-Tye Koo Ka-Tye Koo Ka-Tye Koo Chief Operating Officer 08/16/2024 PROXY VOTING RECORD 2 BRDW7I_0001964760_2024.xml VOTE TABLE ALTRIA GROUP, INC.02209S103US02209S103305/16/2024Non-Binding Advisory Vote to Approve the Compensation of Altria's Named Executive OfficersSECTION 14A SAY-ON-PAY VOTESISSUER15000FOR1500FOR1 APPLE INC.037833100US037833100502/28/2024Advisory vote to approve executive compensationSECTION 14A SAY-ON-PAY VOTESISSUER200FOR20FOR1 APPLIED MATERIALS, INC.038222105US038222105103/07/2024Approval, on an advisory basis, of the compensation of Applied Materials' named executive officers for fiscal year 2023SECTION 14A SAY-ON-PAY VOTESISSUER15000FOR1500FOR1 AUTOMATIC DATA PROCESSING, INC.053015103US053015103611/08/2023Advisory Vote on Executive CompensationSECTION 14A SAY-ON-PAY VOTESISSUER7500FOR750FOR1 AUTOMATIC DATA PROCESSING, INC.053015103US053015103611/08/2023Advisory Vote on the Frequency of the Executive Compensation Advisory VoteSECTION 14A SAY-ON-PAY VOTESISSUER75001 YEAR750FOR1 BANK OF AMERICA CORPORATION060505104US060505104604/24/2024Approving our executive compensation (an advisory, non-binding ''Say on Pay'' resolution)SECTION 14A SAY-ON-PAY VOTESISSUER45000FOR4500FOR1 BRISTOL-MYERS SQUIBB COMPANY110122108US110122108305/07/2024Advisory vote to Approve the Compensation of our Named Executive OfficersSECTION 14A SAY-ON-PAY VOTESISSUER10000FOR1000FOR1 COLGATE-PALMOLIVE COMPANY194162103US194162103905/10/2024Advisory vote on executive compensationSECTION 14A SAY-ON-PAY VOTESISSUER10000FOR1000FOR1 CORTEVA INC.22052L104US22052L104404/26/2024Advisory resolution to approve executive compensation of the Company's named executive officersSECTION 14A SAY-ON-PAY VOTESISSUER9130FOR913FOR1 DUKE ENERGY CORPORATION26441C204US26441C204405/09/2024Advisory vote to approve Duke Energy's named executive officer compensationSECTION 14A SAY-ON-PAY VOTESISSUER10000FOR1000FOR1 DUPONT DE NEMOURS, INC.26614N102US26614N102806/05/2024Advisory Resolution to Approve Executive CompensationSECTION 14A SAY-ON-PAY VOTESISSUER9130AGAINST913AGAINST1 DUPONT DE NEMOURS, INC.26614N102US26614N102806/05/2024Advisory Resolution on the Frequency of Future Advisory Votes to Approve Executive CompensationSECTION 14A SAY-ON-PAY VOTESISSUER91301 YEAR913FOR1 EXXON MOBIL CORPORATION30231G102US30231G102205/29/2024Advisory Vote to Approve Executive CompensationSECTION 14A SAY-ON-PAY VOTESISSUER10000FOR1000FOR1 GLOBAL PAYMENTS INC.37940X102US37940X102804/25/2024Approval, on an advisory basis, of the compensation of our named executive officers for 2023SECTION 14A SAY-ON-PAY VOTESISSUER23510FOR2351FOR1 INTEL CORPORATION458140100US458140100105/07/2024Advisory vote to approve executive compensation of our named executive officersSECTION 14A SAY-ON-PAY VOTESISSUER10000FOR1000FOR1 JPMORGAN CHASE & CO.46625H100US46625H100505/21/2024Advisory resolution to approve executive compensationSECTION 14A SAY-ON-PAY VOTESISSUER36000FOR3600FOR1 LOCKHEED MARTIN CORPORATION539830109US539830109405/02/2024Advisory Vote to Approve the Compensation of our Named Excecutive Officers (Say-on-Pay)SECTION 14A SAY-ON-PAY VOTESISSUER5000FOR500FOR1 MCDONALD'S CORPORATION580135101US580135101705/22/2024Advisory Vote to Approve Executive CompensationSECTION 14A SAY-ON-PAY VOTESISSUER5000FOR500FOR1 MONDELEZ INTERNATIONAL, INC.609207105US609207105805/22/2024To approve, on an advisory basis, the Company's executive compensationSECTION 14A SAY-ON-PAY VOTESISSUER10000FOR1000FOR1 NETFLIX, INC.64110L106US64110L106106/06/2024Advisory approval of named executive officer compensationSECTION 14A SAY-ON-PAY VOTESISSUER4000FOR400FOR1 PHILLIPS 66718546104US718546104005/15/2024Advisory vote to approve our executive compensationSECTION 14A SAY-ON-PAY VOTESISSUER2500FOR250FOR1 TEXAS INSTRUMENTS INCORPORATED882508104US882508104004/25/2024Board proposal regarding advisory approval of the Company's executive compensationSECTION 14A SAY-ON-PAY VOTESISSUER15000FOR1500FOR1 THE CLOROX COMPANY189054109US189054109711/15/2023Advisory Vote to Approve Executive CompensationSECTION 14A SAY-ON-PAY VOTESISSUER5000FOR500FOR1 THE CLOROX COMPANY189054109US189054109711/15/2023Advisory Vote on the Frequency of Future Advisory Votes to Approve Executive CompensationSECTION 14A SAY-ON-PAY VOTESISSUER50001 YEAR500FOR1 THE HERSHEY COMPANY427866108US427866108105/06/2024Approve named executive officer compensation on a non-binding advisory basisSECTION 14A SAY-ON-PAY VOTESISSUER3500FOR350FOR1 THE PROCTER & GAMBLE COMPANY742718109US742718109110/10/2023Advisory Vote to Approve the Company's Executive Compensation (the "Say on Pay" vote)SECTION 14A SAY-ON-PAY VOTESISSUER5000FOR500FOR1 THE PROCTER & GAMBLE COMPANY742718109US742718109110/10/2023Advisory Vote to Approve the Frequency of the Executive Compensation Vote (the "Say on Frequency" vote)SECTION 14A SAY-ON-PAY VOTESISSUER50001 YEAR500FOR1 THE TJX COMPANIES, INC.872540109US872540109006/04/2024Advisory approval of TJX's executive compensation (the say-on-pay vote)SECTION 14A SAY-ON-PAY VOTESISSUER11200FOR1120FOR1 VERIZON COMMUNICATIONS INC.92343V104US92343V104405/09/2024Advisory vote to approve executive compensationSECTION 14A SAY-ON-PAY VOTESISSUER13940FOR1394FOR1 WASTE CONNECTIONS, INC.94106B101CA94106B101305/17/2024Say-on-pay- Approve, on a non-binding, advisory basis, the compensation of the Company's named executive officers as disclosed in the Company's proxy statementSECTION 14A SAY-ON-PAY VOTESISSUER2750FOR275FOR1