0001085146-24-004327.txt : 20240829 0001085146-24-004327.hdr.sgml : 20240829 20240828194052 ACCESSION NUMBER: 0001085146-24-004327 CONFORMED SUBMISSION TYPE: N-PX PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20240630 FILED AS OF DATE: 20240829 EFFECTIVENESS DATE: 20240829 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Financial Alternatives, Inc CENTRAL INDEX KEY: 0001967227 ORGANIZATION NAME: IRS NUMBER: 912099892 STATE OF INCORPORATION: CA FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: N-PX SEC ACT: 1934 Act SEC FILE NUMBER: 028-23157 FILM NUMBER: 241257875 BUSINESS ADDRESS: STREET 1: 7825 FAY AVENUE, SUITE 210 CITY: LA JOLLA STATE: CA ZIP: 92037 BUSINESS PHONE: 858-459-8289 MAIL ADDRESS: STREET 1: 7825 FAY AVENUE, SUITE 210 CITY: LA JOLLA STATE: CA ZIP: 92037 N-PX 1 primary_doc.xml N-PX IM LIVE 0001967227 XXXXXXXX false false 06/30/2024 YEAR 2024 Financial Alternatives, Inc 848-459-8289

7825 FAY AVENUE, SUITE 210 LA JOLLA CA 92037

INSTITUTIONAL MANAGER VOTING REPORT N 028-23157 000108245 801-57864 N 0 Financial Alternatives, Inc Christopher E. Jaccard Christopher E. Jaccard COO 08/28/2024 PROXY VOTING RECORD 2 proxyvotetable.xml GEN Digital Inc 668771108 US6687711084 09/12/2023 Advisory vote to approve executive compenstion SECTION 14A SAY-ON-PAY VOTES 1000 0 FOR 1000 FOR GEN Digital Inc 668771108 US6687711084 09/12/2023 Advisory vote on the frequency of advisory votes to approve executive compensation SECTION 14A SAY-ON-PAY VOTES 1000 0 ONE YEAR 1000 FOR Oracle Corportion 68389X105 US68389X1054 11/15/2023 Advisory Vote to Approve the Compensation of our Named Executive Officers. SECTION 14A SAY-ON-PAY VOTES 40 0 FOR 40 FOR Oracle Corportion 68389X105 US68389X1054 11/15/2023 Advisory Vote on the Frequency of Future Advisory Votes on the Compensation of our Named Executive Officers SECTION 14A SAY-ON-PAY VOTES 40 0 ONE YEAR 40 FOR Cisco Systems, Inc 17275R102 US17275R1023 12/06/2023 Approval, on an advisory basis, of executive compensation. SECTION 14A SAY-ON-PAY VOTES 265 0 FOR 265 FOR Cisco Systems, Inc 17275R102 US17275R1023 12/06/2023 Recommendation, on an advisory basis, on the frequency of executive compensation votes SECTION 14A SAY-ON-PAY VOTES 265 0 ONE YEAR 265 FOR Microsoft Corporation 594918104 US5949181045 12/07/2023 Advisory Vote to Approve Named Executive Officer Compensation SECTION 14A SAY-ON-PAY VOTES 41 0 FOR 41 FOR Microsoft Corporation 594918104 US5949181045 12/07/2023 Advisory Vote on the Frequeency of Advisory Vote on Executive Compensation SECTION 14A SAY-ON-PAY VOTES 41 0 ONE YEAR 41 FOR Tusimple Holdings Inc 90089L108 US90089L1089 12/13/2023 Approval, on a non-b1nd1ng advisory basis, of the frequency of the non-binding advisory vote on executive compensation SECTION 14A SAY-ON-PAY VOTES 25 0 ONE YEAR 25 FOR Costco Wholesale Corportion 22160K105 US22160K1051 01/18/2024 Approval, on an advisory basis, of executive compensation SECTION 14A SAY-ON-PAY VOTES 168 0 FOR 168 FOR CSP Inc 126389105 US1263891053 02/06/2024 Advisory resolution to approve the compensation paid to the Company’s named executive officers SECTION 14A SAY-ON-PAY VOTES 75 0 FOR 75 FOR Apple Inc 037833100 US0378331005 02/28/2024 Advisory vote to approve executive compensation SECTION 14A SAY-ON-PAY VOTES 2124 0 FOR 2124 FOR Qualcomm Incorported 747525103 US7475251036 03/05/2024 Approval, on an advisory basis, of the compensation of our named executive officers SECTION 14A SAY-ON-PAY VOTES 2062 0 FOR 2062 FOR Starbucks Corporation 855244109 US8552441094 03/13/2024 To approve, on a nonbinding, advisory basis, the compensation paid to Starbucks named executive officers SECTION 14A SAY-ON-PAY VOTES 385 0 FOR 385 FOR The Bank of Nova Scotia 064149107 CA0641491075 04/09/2024 Advisory vote on non-binding resolution on executive compensation approach SECTION 14A SAY-ON-PAY VOTES 32 0 FOR 32 FOR Newmont Corportion 651639106 US6516391066 04/24/2024 Approval of the advisory resolution on Newmont's. executive compensation SECTION 14A SAY-ON-PAY VOTES 50 0 FOR 50 FOR Astrazeneca PLC 046353108 GB0009895292 04/11/2024 To approve the Directors' Remuneration Policy SECTION 14A SAY-ON-PAY VOTES 198 0 FOR 198 FOR Bank of America Corporation 060505104 US0605051046 04/24/2024 Approving our executive compensation SECTION 14A SAY-ON-PAY VOTES 4850 0 FOR 4850 FOR Lockheed Martin Corportion 539830109 US5398301094 05/02/2024 Advisory Vote to Approve the Compensation of our Named Executive Officers SECTION 14A SAY-ON-PAY VOTES 12 0 FOR 12 FOR Dana Incorporated 235825205 US235825AF32 04/24/2024 Approval of a non-binding advisory proposal approving executive compensation SECTION 14A SAY-ON-PAY VOTES 168 0 FOR 168 FOR Johnson & Johnson 478160104 US4781601046 04/25/2024 Advisory Vote to Approve Named Executive Officer Compensation SECTION 14A SAY-ON-PAY VOTES 171 0 FOR 171 FOR Pfizer Inc 717081103 US7170811035 04/25/2024 2024 advisory approval of executive compensation SECTION 14A SAY-ON-PAY VOTES 101 0 FOR 101 FOR FMC Corporation 302491303 US3024913036 04/29/2024 Approval, by non-binding vote, of executive compensation SECTION 14A SAY-ON-PAY VOTES 29 0 FOR 29 FOR Colgate-Palmolive Company 194162103 US1941621039 05/10/2024 Advisory vote on executive compensation SECTION 14A SAY-ON-PAY VOTES 250 0 FOR 250 FOR United Parcel Services, Inc 911312106 US9113121068 05/02/2024 To approve on an advisory basis named executive officer compensation SECTION 14A SAY-ON-PAY VOTES 22 0 FOR 22 FOR Woodside Energy Group LTD 980228308 US9802283088 04/24/2024 To adopt the Remuneration Report for the year ended 31 December 2023 SECTION 14A SAY-ON-PAY VOTES 20 0 FOR 20 FOR Ford Motor Company 345370860 US3453708600 05/09/2024 An Advisory Vote to Approve the Compensation of the Named Executives SECTION 14A SAY-ON-PAY VOTES 2680 0 FOR 2680 FOR Church & Dwight Co. Inc. 171340102 US1713401024 05/02/2024 An advisory vote to approve compensation of our named executive officers SECTION 14A SAY-ON-PAY VOTES 394 0 FOR 394 FOR Graftech Internatonal LTD 384313508 US3843135084 05/09/2024 Approve, on an Advisory Basis, our Named Executive Officer Compensation SECTION 14A SAY-ON-PAY VOTES 1005989 0 FOR 1005989 FOR Verizon Communications Inc 92343V104 US92343V1044 05/09/2024 Advisory vote to approve executive compensation SECTION 14A SAY-ON-PAY VOTES 62 0 FOR 62 FOR Essential Utilities, Inc 29670G102 US29670G1022 05/01/2024 To approve an advisory vote on the compensation paid to the Company's named executive officers for 2023 SECTION 14A SAY-ON-PAY VOTES 62 0 FOR 62 FOR General Electric Company 369604301 US3696043013 05/07/2024 Advisory Approval of Our Named Executives' Compensation SECTION 14A SAY-ON-PAY VOTES 16 0 FOR 16 FOR The Williams Companies, Inc. 969457100 US9694571004 04/30/2024 Approve, on an Advisory Basis, the Compensation of our Named Executive Officers SECTION 14A SAY-ON-PAY VOTES 48 0 FOR 48 FOR Corning Incorported 219350105 US2193501051 05/02/2024 Advisory approval of our executive compensation SECTION 14A SAY-ON-PAY VOTES 125 0 FOR 125 FOR Suncor Energy Inc 867224107 CA8672241079 05/07/2024 To consider and, if deemed fit, approve an advisory resolution on Suncor's approach to executive compensation disclosed In the Management Proxy Circular of Suncor Energy Inc. dated February 21, 2024 SECTION 14A SAY-ON-PAY VOTES 150 0 FOR 150 FOR HSBC Holdings PLC 404280307 GB0005405286 05/03/2024 To approve the Directors' Remuneration Report SECTION 14A SAY-ON-PAY VOTES 100 0 FOR 100 FOR Revance Therapeutics, Inc 761330109 US7613301099 05/01/2024 Approval of, on an advisory basts, the compensation of the Company's named executive officers as disclosed in the proxy statement SECTION 14A SAY-ON-PAY VOTES 100 0 FOR 100 FOR The Coca-Cola Company 191216100 US1912161007 05/01/2024 Advisory vote to Approve executive compensation SECTION 14A SAY-ON-PAY VOTES 162 0 FOR 162 FOR Canadian National Railway Company 136375102 CA1363751027 04/26/2024 Non-binding advisory resolution to accept the approach to executive compensation disclosed in the management proxy circular SECTION 14A SAY-ON-PAY VOTES 300 0 FOR 300 FOR Northrop Grumman Corportion 666807102 US6668071029 05/15/2024 Proposal to approve, on an advisory basis, the compensation of the Company's Named Executive Officers SECTION 14A SAY-ON-PAY VOTES 16 0 FOR 16 FOR Oneok Inc 682680103 US6826801036 05/22/2024 An advisory vote to approve ONEOK, Inc.'s executive compensation SECTION 14A SAY-ON-PAY VOTES 33 0 FOR 33 FOR H&E Equipment Services Inc. 404030108 US4040301081 05/16/2024 Advisory vote on Named Executive Officer compensation as disclosed in the Proxy Statement SECTION 14A SAY-ON-PAY VOTES 275 0 FOR 275 FOR Gilead Sciences, Inc 375558103 US3755581036 05/08/2024 To approve, on an advisory basis, the compensation of our Named Executive Officers as presented in the Proxy Statement SECTION 14A SAY-ON-PAY VOTES 157 0 FOR 157 FOR Amphenol Corporation 032095101 US0320951017 05/16/2024 Advisory Vote to Approve Compensation of Named Executive Officers SECTION 14A SAY-ON-PAY VOTES 2400 0 FOR 2400 FOR Dutch Bros Inc 26701L100 US26701L1008 05/14/2024 Approval, on a non-binding, advisory basis, of the compensation of our named executive officers SECTION 14A SAY-ON-PAY VOTES 27 0 FOR 27 FOR The Hartford Financial Services Group, Inc 416515104 US4165151048 05/15/2024 Management proposal to approve, on a non-binding advisory basis, the compensation of the Company's named executive officers as disclosed in the Company's proxy statement SECTION 14A SAY-ON-PAY VOTES 53 0 FOR 53 FOR Yum Brands, Inc 988498101 US9884981013 05/16/2024 Advisory Vote on Executive Compensation SECTION 14A SAY-ON-PAY VOTES 52 0 FOR 52 FOR The Charles Schwab Corporation 808513105 US8085131055 05/23/2024 Advisory Approval of Named Executive Officer Compensation SECTION 14A SAY-ON-PAY VOTES 405 0 FOR 405 FOR GE Healthcare Technologies Inc 36266G107 US36266G1076 05/21/2024 Approval of our named executive officers' compensation in an advisory vote SECTION 14A SAY-ON-PAY VOTES 5 0 FOR 5 FOR JP Morgan Chase & Co 46625H100 US46625H1005 05/21/2024 Advisory resolution to approve executive compensation SECTION 14A SAY-ON-PAY VOTES 116 0 FOR 116 FOR Union Pacific Corporation 907818108 US9078181081 05/09/2024 An advisory vote to approve executive compensation SECTION 14A SAY-ON-PAY VOTES 400 0 FOR 400 FOR Merck & Co. Inc 58933Y105 US58933Y1055 05/28/2024 Non-binding advisory vote to approve the compensation of our named executive officers SECTION 14A SAY-ON-PAY VOTES 224 0 FOR 224 FOR Sofi Technologies, Inc 83406F102 US83406F1021 05/21/2024 To approve, on a non-binding advisory basis, the compensation of the Company's named executive officers SECTION 14A SAY-ON-PAY VOTES 100 0 FOR 100 FOR Chevron Corporation 166764100 US1667641005 05/29/2024 Advisory Vote to Approve Named Executive Officer Compensation SECTION 14A SAY-ON-PAY VOTES 280 0 FOR 280 FOR Exxon Mobil Corporation 30231G102 US30231G1022 05/29/2024 Advisory Vote to Approve Executive Compensation SECTION 14A SAY-ON-PAY VOTES 713 0 FOR 713 FOR Amazon.com, Inc 023135106 US0231351067 05/22/2024 ADVISORY VOTE TO APPROVE EXECUTIVE COMPENSATION SECTION 14A SAY-ON-PAY VOTES 340 0 FOR 340 FOR Yum China Holdings, Inc 98850P109 US98850P1093 05/23/2024 Advisory Vote to Approve Executive Compensation SECTION 14A SAY-ON-PAY VOTES 52 0 FOR 52 FOR Gannett Co Inc 36472T109 US36472T1097 06/03/2024 Approval, on an advisory basis, of executive compensation SECTION 14A SAY-ON-PAY VOTES 72 0 FOR 72 FOR Nordstrom, Inc 655664100 US6556641008 05/22/2024 Advisory vote regarding the compensation of our Named Executive Officers SECTION 14A SAY-ON-PAY VOTES 1010775 0 FOR 1010775 FOR Lululemon Athletica Inc 550021109 US5500211090 06/06/2024 To approve, on an advisory basis, the compensation of the Company's named executive officers SECTION 14A SAY-ON-PAY VOTES 6 0 FOR 6 FOR Editas Medicine, Inc 28106W103 US28106W1036 05/30/2024 To approve, on an advisory basis, the compensation paid to the Company's named executive officers SECTION 14A SAY-ON-PAY VOTES 107 0 FOR 107 FOR Crispr Therapeutics AG H17182108 CH0334081137 05/30/2024 Approval of the compensation for the Board of Directors and the Executive Committee and non-binding advisory vote on the 2023 Compensation Report. SECTION 14A SAY-ON-PAY VOTES 146 0 FOR 146 FOR Crispr Therapeutics AG H17182108 CH0334081137 05/30/2024 Non-binding advisory vote on the compensation paid to the Company's named executive officers under U.S. securities law requirements SECTION 14A SAY-ON-PAY VOTES 146 0 FOR 146 FOR Granite Point Mortgage Trust Inc 38741L107 US38741L3050 06/06/2024 To approve on an advisory basis the compensation of our named executive officers SECTION 14A SAY-ON-PAY VOTES 47 0 FOR 47 FOR Granite Point Mortgage Trust Inc 38741L107 US38741L3050 06/06/2024 To approve on an advisory basis the frequency of future advisory votes regarding the compensation of our named executive officers. SECTION 14A SAY-ON-PAY VOTES 47 0 ONE YEAR 47 FOR Topgolf Callaway Brands Corp 131193104 US1311931042 05/30/2024 To approve, on an advisory basis, the compensation of the Company's named executive officers SECTION 14A SAY-ON-PAY VOTES 75 0 FOR 75 FOR General Motors Company 37045V100 US37045V1008 06/04/2024 Advisory Approval of Named Executive Officer Compensation SECTION 14A SAY-ON-PAY VOTES 1088 0 FOR 1088 FOR Freeport-McMoran Inc 35671D857 US35671D8570 06/11/2024 Approval, on an advisory basis, of the compensation of our named executive officers SECTION 14A SAY-ON-PAY VOTES 75 0 FOR 75 FOR Organon & Co. 68622V106 US68622V1061 06/04/2024 Approve, on a non-binding advisory basis, the compensation of Organon's Named Executive Officers SECTION 14A SAY-ON-PAY VOTES 15 0 FOR 15 FOR Fidelity National Information Services, Inc 31620M106 US31620M1062 06/05/2024 To approve, on an advisory basis, the compensation of the Company's named executive officers SECTION 14A SAY-ON-PAY VOTES 80 0 FOR 80 FOR Wal-Mart Stores Inc. 931142103 US9311421039 06/05/2024 Advisory Vote to Approve Named Executive Officer Compensation SECTION 14A SAY-ON-PAY VOTES 264 0 FOR 264 FOR Booking Holdings Inc. 09857L108 US09857L1089 06/04/2024 Advisory vote to approve 2023 executive compensation SECTION 14A SAY-ON-PAY VOTES 8 0 FOR 8 FOR Mastercard Incorporated 57636Q104 US57636Q1040 06/18/2024 Advisory approval of Mastercard's executive compensation SECTION 14A SAY-ON-PAY VOTES 250 0 FOR 250 FOR Comcast Corporation 20030N101 US20030N1019 06/10/2024 Advisory vote on executive compensation SECTION 14A SAY-ON-PAY VOTES 42 0 FOR 42 FOR Charlotte's Web Holdings, Inc 16106R109 CA16106R1091 06/13/2024 An ordinary resolution approving the unallocated awards under the Company's Amended 2018 Long Term Incentive Plan SECTION 14A SAY-ON-PAY VOTES 30 0 FOR 30 FOR Biogen Inc 09062X103 US09062X1037 06/20/2024 To hold an advisory vote on executive compensation SECTION 14A SAY-ON-PAY VOTES 30 0 FOR 30 FOR Crocs, Inc 227046109 US2270461096 06/04/2024 An advisory vote to approve the compensation of our named executive officers SECTION 14A SAY-ON-PAY VOTES 100 0 FOR 100 FOR Roper Technologies, Inc. 776696106 US7766961061 06/12/2024 Advisory vote to approve the compensation of our named executive officers SECTION 14A SAY-ON-PAY VOTES 400 0 FOR 400 FOR Salesforce, Inc. 79466L302 US79466L3024 06/27/2024 Approval, on an advisory basis, of the fiscal 2024 compensation of our named executive officers SECTION 14A SAY-ON-PAY VOTES 64 0 FOR 64 FOR Nvidia Corporation 67066G104 US67066G1040 06/26/2024 Advisory approval of our executive compensation SECTION 14A SAY-ON-PAY VOTES 208 0 FOR 208 FOR Ultralife Corporation 903899102 US9038991025 07/14/2024 To approve the adoption of the Ultralife Corporation 2024 Long-Term Incentive Plan SECTION 14A SAY-ON-PAY VOTES 750 0 FOR 750 FOR