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UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, DC 20549- FORM N-PX ANNUAL REPORT OF PROXY VOTING RECORD OF REGISTERED MANAGEMENT INVESTMENT COMPANY | |||||||||
Investment Company Act File Number : | 811-02742 | ||||||||
Name of Registrant: | Putnam Large Cap Value Fund | ||||||||
Address of Principal Executive Offices: | 100 Federal Street | ||||||||
Boston, Massachusetts 02110 | |||||||||
Name and address of agent of service: | Stephen J. Tate, Vice President and Chief Legal Officer | ||||||||
Putnam Large Cap Value Fund | |||||||||
100 Federal Street | |||||||||
Boston, Massachusetts 02110 | |||||||||
CC: | Bryan Chegwidden, Esq. | ||||||||
Ropes & Gray LLP | |||||||||
1211 Avenue of the Americas | |||||||||
New York, New York 10036 | |||||||||
Registrant's telephone number including area code: | 617-292-1000 | ||||||||
Date of fiscal year end: | 11/30 | ||||||||
Date of reporting period: | 07/01/2022 - 06/30/2023 |
Registrant : | Putnam Large Cap Value Fund | |||||||
Fund Name : | Putnam Large Cap Value Fund | |||||||
Abbott Laboratories | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
ABT | CUSIP 002824100 | 04/28/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | United States | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Elect Robert J. Alpern | Mgmt | For | For | For | |||
2 | Elect Claire Babineaux-Fontenot | Mgmt | For | For | For | |||
3 | Elect Sally E. Blount | Mgmt | For | For | For | |||
4 | Elect Robert B. Ford | Mgmt | For | For | For | |||
5 | Elect Paola Gonzalez | Mgmt | For | For | For | |||
6 | Elect Michelle A. Kumbier | Mgmt | For | For | For | |||
7 | Elect Darren W. McDew | Mgmt | For | For | For | |||
8 | Elect Nancy McKinstry | Mgmt | For | For | For | |||
9 | Elect Michael G. O'Grady | Mgmt | For | For | For | |||
10 | Elect Michael F. Roman | Mgmt | For | For | For | |||
11 | Elect Daniel J. Starks | Mgmt | For | For | For | |||
12 | Elect John G. Stratton | Mgmt | For | Against | Against | |||
13 | Ratification of Auditor | Mgmt | For | For | For | |||
14 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | |||
15 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | |||
16 | Shareholder Proposal Regarding Right to Call Special Meetings | ShrHoldr | Against | Against | For | |||
17 | Shareholder Proposal Regarding Independent Chair | ShrHoldr | Against | For | Against | |||
18 | Shareholder Proposal Regarding Lobbying Report | ShrHoldr | Against | Against | For | |||
19 | Shareholder Proposal Prohibiting Adjustments for Legal and Compliance Costs | ShrHoldr | Against | Against | For | |||
AbbVie Inc. | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
ABBV | CUSIP 00287Y109 | 05/05/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | United States | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Elect Robert J. Alpern | Mgmt | For | For | For | |||
2 | Elect Melody B. Meyer | Mgmt | For | For | For | |||
3 | Elect Frederick H. Waddell | Mgmt | For | For | For | |||
4 | Ratification of Auditor | Mgmt | For | For | For | |||
5 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | |||
6 | Elimination of Supermajority Requirement | Mgmt | For | For | For | |||
7 | Shareholder Proposal Regarding Simple Majority Vote | ShrHoldr | Against | For | Against | |||
8 | Shareholder Proposal Regarding Report on Political Expenditures and Values Congruency | ShrHoldr | Against | Against | For | |||
9 | Shareholder Proposal Regarding Lobbying Report | ShrHoldr | Against | Against | For | |||
10 | Shareholder Proposal Regarding Extended Patent Exclusivities and Application for Secondary and Tertiary Patents | ShrHoldr | Against | Against | For | |||
Ameren Corporation | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
AEE | CUSIP 023608102 | 05/11/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | United States | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Elect Warner L. Baxter | Mgmt | For | For | For | |||
2 | Elect Cynthia J. Brinkley | Mgmt | For | For | For | |||
3 | Elect Catherine S. Brune | Mgmt | For | For | For | |||
4 | Elect J. Edward Coleman | Mgmt | For | For | For | |||
5 | Elect Ward H. Dickson | Mgmt | For | For | For | |||
6 | Elect Noelle K. Eder | Mgmt | For | For | For | |||
7 | Elect Ellen M. Fitzsimmons | Mgmt | For | For | For | |||
8 | Elect Rafael Flores | Mgmt | For | For | For | |||
9 | Elect Richard J. Harshman | Mgmt | For | For | For | |||
10 | Elect Craig S. Ivey | Mgmt | For | For | For | |||
11 | Elect James C. Johnson | Mgmt | For | For | For | |||
12 | Elect Martin J. Lyons, Jr. | Mgmt | For | For | For | |||
13 | Elect Steven H. Lipstein | Mgmt | For | For | For | |||
14 | Elect Leo S. Mackay, Jr. | Mgmt | For | For | For | |||
15 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | |||
16 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | |||
17 | Ratification of Auditor | Mgmt | For | For | For | |||
18 | Shareholder Proposal Regarding Revision of Scope 1 and 2 GHG Targets to Align with Paris Agreement | ShrHoldr | Against | Against | For | |||
American International Group, Inc. | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
AIG | CUSIP 026874784 | 05/10/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | United States | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Elect Paola Bergamaschi Broyd | Mgmt | For | For | For | |||
2 | Elect James Cole, Jr. | Mgmt | For | For | For | |||
3 | Elect W. Don Cornwell | Mgmt | For | For | For | |||
4 | Elect Linda A. Mills | Mgmt | For | For | For | |||
5 | Elect Diana M. Murphy | Mgmt | For | For | For | |||
6 | Elect Peter R. Porrino | Mgmt | For | For | For | |||
7 | Elect John G. Rice | Mgmt | For | For | For | |||
8 | Elect Therese M. Vaughan | Mgmt | For | For | For | |||
9 | Elect Vanessa A. Wittman | Mgmt | For | For | For | |||
10 | Elect Peter S. Zaffino | Mgmt | For | For | For | |||
11 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | |||
12 | Ratification of Auditor | Mgmt | For | For | For | |||
13 | Shareholder Proposal Regarding Independent Chair | ShrHoldr | Against | Against | For | |||
American Tower Corporation | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
AMT | CUSIP 03027X100 | 05/24/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | United States | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Elect Thomas A. Bartlett | Mgmt | For | For | For | |||
2 | Elect Kelly C. Chambliss | Mgmt | For | For | For | |||
3 | Elect Teresa H. Clarke | Mgmt | For | For | For | |||
4 | Elect Raymond P. Dolan | Mgmt | For | For | For | |||
5 | Elect Kenneth R. Frank | Mgmt | For | For | For | |||
6 | Elect Robert D. Hormats | Mgmt | For | For | For | |||
7 | Elect Grace D. Lieblein | Mgmt | For | For | For | |||
8 | Elect Craig Macnab | Mgmt | For | For | For | |||
9 | Elect JoAnn A. Reed | Mgmt | For | For | For | |||
10 | Elect Pamela D.A. Reeve | Mgmt | For | For | For | |||
11 | Elect Bruce L. Tanner | Mgmt | For | For | For | |||
12 | Elect Samme L. Thompson | Mgmt | For | For | For | |||
13 | Ratification of Auditor | Mgmt | For | For | For | |||
14 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | |||
15 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | |||
Apollo Global Management, Inc. | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
APO | CINS 03769M106 | 10/07/2022 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | USA | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Elect Director Marc A. Beilinson | Mgmt | For | Withhold | Against | |||
2 | Elect Director Scott Kleinman | Mgmt | For | Withhold | Against | |||
3 | Elect Director A.B. Krongard | Mgmt | For | Withhold | Against | |||
4 | Elect Director Pauline Richards | Mgmt | For | Withhold | Against | |||
5 | Elect Director Marc Rowan | Mgmt | For | Withhold | Against | |||
6 | Elect Director David Simon | Mgmt | For | Withhold | Against | |||
7 | Elect Director Lynn Swann | Mgmt | For | Withhold | Against | |||
8 | Elect Director James Zelter | Mgmt | For | Withhold | Against | |||
9 | Elect Director James R. Belardi | Mgmt | For | Withhold | Against | |||
10 | Elect Director Jessica Bibliowicz | Mgmt | For | Withhold | Against | |||
11 | Elect Director Walter (Jay) Clayton, III | Mgmt | For | Withhold | Against | |||
12 | Elect Director Michael Ducey | Mgmt | For | Withhold | Against | |||
13 | Elect Director Richard Emerson | Mgmt | For | Withhold | Against | |||
14 | Elect Director Kerry Murphy Healey | Mgmt | For | Withhold | Against | |||
15 | Elect Director Mitra Hormozi | Mgmt | For | Withhold | Against | |||
16 | Elect Director Pamela Joyner | Mgmt | For | Withhold | Against | |||
17 | Ratify Deloitte & Touche LLP as Auditors | Mgmt | For | For | For | |||
Assured Guaranty Ltd. | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
AGO | CUSIP G0585R106 | 05/03/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | United States | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Elect Francisco L. Borges | Mgmt | For | For | For | |||
2 | Elect G. Lawrence Buhl | Mgmt | For | For | For | |||
3 | Elect Dominic J. Frederico | Mgmt | For | For | For | |||
4 | Elect Bonnie L. Howard | Mgmt | For | For | For | |||
5 | Elect Thomas W. Jones | Mgmt | For | For | For | |||
6 | Elect Patrick W. Kenny | Mgmt | For | For | For | |||
7 | Elect Alan J. Kreczko | Mgmt | For | For | For | |||
8 | Elect Simon W. Leathes | Mgmt | For | For | For | |||
9 | Elect Yukiko Omura | Mgmt | For | For | For | |||
10 | Elect Lorin P.T. Radtke | Mgmt | For | For | For | |||
11 | Elect Courtney C. Shea | Mgmt | For | For | For | |||
12 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | |||
13 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | |||
14 | Amendment to the Employee Stock Purchase Plan | Mgmt | For | For | For | |||
15 | Ratification of Auditor and Authority to Set Fees | Mgmt | For | For | For | |||
16 | Elect Robert A. Bailenson | Mgmt | For | For | For | |||
17 | Elect Gary Burnet | Mgmt | For | For | For | |||
18 | Elect Ling Chow | Mgmt | For | For | For | |||
19 | Elect Stephen Donnarumma | Mgmt | For | For | For | |||
20 | Elect Dominic J. Frederico | Mgmt | For | For | For | |||
21 | Elect Darrin Futter | Mgmt | For | For | For | |||
22 | Elect Jorge Gana | Mgmt | For | For | For | |||
23 | Elect Holly L. Horn | Mgmt | For | For | For | |||
24 | Elect Walter A. Scott | Mgmt | For | For | For | |||
25 | Ratification of Subsidiary Auditor | Mgmt | For | For | For | |||
Astrazeneca plc | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
AZN | CUSIP 046353108 | 04/27/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | United States | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Accounts and Reports | Mgmt | For | For | For | |||
2 | Final Dividend | Mgmt | For | For | For | |||
3 | Appointment of Auditor | Mgmt | For | For | For | |||
4 | Authority to Set Auditor's Fees | Mgmt | For | For | For | |||
5 | Elect Michel Demare | Mgmt | For | For | For | |||
6 | Elect Pascal Soriot | Mgmt | For | For | For | |||
7 | Elect Aradhana Sarin | Mgmt | For | For | For | |||
8 | Elect Philip Broadley | Mgmt | For | For | For | |||
9 | Elect Euan Ashley | Mgmt | For | For | For | |||
10 | Elect Deborah DiSanzo | Mgmt | For | For | For | |||
11 | Elect Diana Layfield | Mgmt | For | For | For | |||
12 | Elect Sherilyn S. McCoy | Mgmt | For | For | For | |||
13 | Elect Tony MOK Shu Kam | Mgmt | For | For | For | |||
14 | Elect Nazneen Rahman | Mgmt | For | For | For | |||
15 | Elect Andreas Rummelt | Mgmt | For | For | For | |||
16 | Elect Marcus Wallenberg | Mgmt | For | For | For | |||
17 | Remuneration Report | Mgmt | For | For | For | |||
18 | Authorisation of Political Donations | Mgmt | For | For | For | |||
19 | Authority to Issue Shares w/ Preemptive Rights | Mgmt | For | For | For | |||
20 | Authority to Issue Shares w/o Preemptive Rights | Mgmt | For | For | For | |||
21 | Authority to Issue Shares w/o Preemptive Rights (Specified Capital Investment) | Mgmt | For | For | For | |||
22 | Authority to Repurchase Shares | Mgmt | For | For | For | |||
23 | Authority to Set General Meeting Notice Period at 14 Days | Mgmt | For | Against | Against | |||
24 | Adoption of New Articles | Mgmt | For | For | For | |||
Axa | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
CS | CINS F06106102 | 04/27/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Mix | France | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | |||
2 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | |||
3 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | |||
4 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | |||
5 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | |||
6 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | |||
7 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | |||
8 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | |||
9 | Accounts and Reports | Mgmt | For | For | For | |||
10 | Consolidated Accounts and Reports | Mgmt | For | For | For | |||
11 | Allocation of Profits/Dividends | Mgmt | For | For | For | |||
12 | 2022 Remuneration Report | Mgmt | For | For | For | |||
13 | 2022 Remuneration of Denis Duverne, Chair (Until April 28, 2022) | Mgmt | For | For | For | |||
14 | 2022 Remuneration of Antoine Gosset-Grainville, Chair (From April 28, 2022) | Mgmt | For | For | For | |||
15 | 2022 Remuneration of Thomas Buberl, CEO | Mgmt | For | Against | Against | |||
16 | 2023 Remuneration Policy (CEO) | Mgmt | For | For | For | |||
17 | 2023 Remuneration Policy (Chair) | Mgmt | For | For | For | |||
18 | 2023 Remuneration Policy (Board of Directors) | Mgmt | For | For | For | |||
19 | Special Auditors Report on Regulated Agreements | Mgmt | For | For | For | |||
20 | Authority to Repurchase and Reissue Shares | Mgmt | For | For | For | |||
21 | Authority to Increase Capital Through Capitalisations | Mgmt | For | For | For | |||
22 | Authority to Issue Shares and Convertible Debt w/ Preemptive Rights | Mgmt | For | For | For | |||
23 | Authority to Issue Shares and Convertible Debt w/o Preemptive Rights | Mgmt | For | For | For | |||
24 | Authority to Issue Shares and Convertible Debt Through Private Placement | Mgmt | For | For | For | |||
25 | Authority to Set Offering Price of Shares | Mgmt | For | For | For | |||
26 | Authority to Increase Capital in Case of Exchange Offers | Mgmt | For | For | For | |||
27 | Authority to Increase Capital in Consideration for Contributions In Kind | Mgmt | For | For | For | |||
28 | Authority to Issue Shares w/o Preemptive Rights in Consideration for Securities Issued by Subsidiaries | Mgmt | For | For | For | |||
29 | Authority to Issue Shares w/ Preemptive Rights in Consideration for Securities Issued by Subsidiaries | Mgmt | For | For | For | |||
30 | Employee Stock Purchase Plan | Mgmt | For | For | For | |||
31 | Stock Purchase Plan for Overseas Employees | Mgmt | For | For | For | |||
32 | Authority to Cancel Shares and Reduce Capital | Mgmt | For | For | For | |||
33 | Authorisation of Legal Formalities | Mgmt | For | For | For | |||
Ball Corporation | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
BALL | CUSIP 058498106 | 04/26/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | United States | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Elect Cathy D. Ross | Mgmt | For | For | For | |||
2 | Elect Betty J. Sapp | Mgmt | For | For | For | |||
3 | Elect Stuart A. Taylor, II | Mgmt | For | For | For | |||
4 | Ratification of Auditor | Mgmt | For | For | For | |||
5 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | |||
6 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | |||
Bank of America Corporation | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
BAC | CUSIP 060505583 | 04/25/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | United States | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Elect Sharon L. Allen | Mgmt | For | For | For | |||
2 | Elect Jose E. Almeida | Mgmt | For | For | For | |||
3 | Elect Frank P. Bramble, Sr. | Mgmt | For | For | For | |||
4 | Elect Pierre J. P. de Weck | Mgmt | For | For | For | |||
5 | Elect Arnold W. Donald | Mgmt | For | For | For | |||
6 | Elect Linda P. Hudson | Mgmt | For | For | For | |||
7 | Elect Monica C. Lozano | Mgmt | For | For | For | |||
8 | Elect Brian T. Moynihan | Mgmt | For | For | For | |||
9 | Elect Lionel L. Nowell, III | Mgmt | For | For | For | |||
10 | Elect Denise L. Ramos | Mgmt | For | For | For | |||
11 | Elect Clayton S. Rose | Mgmt | For | For | For | |||
12 | Elect Michael D. White | Mgmt | For | For | For | |||
13 | Elect Thomas D. Woods | Mgmt | For | For | For | |||
14 | Elect Maria T. Zuber | Mgmt | For | For | For | |||
15 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | |||
16 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | |||
17 | Ratification of Auditor | Mgmt | For | For | For | |||
18 | Amendment to the Bank of America Corporation Equity Plan | Mgmt | For | For | For | |||
19 | Shareholder Proposal Regarding Independent Chair | ShrHoldr | Against | Against | For | |||
20 | Shareholder Proposal Regarding Severance Approval Policy | ShrHoldr | Against | Against | For | |||
21 | Shareholder Proposal Regarding Report on Absolute GHG Targets and Alignment with Paris Agreement | ShrHoldr | Against | Against | For | |||
22 | Shareholder Proposal Regarding Transition Plan Report for Financing Activities | ShrHoldr | Against | Against | For | |||
23 | Shareholder Proposal Regarding Fossil Fuel Lending and Underwriting Policy | ShrHoldr | Against | Against | For | |||
24 | Shareholder Proposal Regarding a Racial Equity Audit | ShrHoldr | Against | Against | For | |||
BJ's Wholesale Club Holdings, Inc. | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
BJ | CUSIP 05550J101 | 06/15/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | United States | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1.1 | Elect Christopher J. Baldwin | Mgmt | For | For | For | |||
1.2 | Elect Darryl Brown | Mgmt | For | For | For | |||
1.3 | Elect Bob Eddy | Mgmt | For | For | For | |||
1.4 | Elect Michelle Gloeckler | Mgmt | For | For | For | |||
1.5 | Elect Maile Naylor | Mgmt | For | For | For | |||
1.6 | Elect Ken Parent | Mgmt | For | For | For | |||
1.7 | Elect Christopher H. Peterson | Mgmt | For | For | For | |||
1.8 | Elect Robert A. Steele | Mgmt | For | For | For | |||
2 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | |||
3 | Ratification of Auditor | Mgmt | For | For | For | |||
Capital One Financial Corporation | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
COF | CUSIP 14040H105 | 05/04/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | United States | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Elect Richard D. Fairbank | Mgmt | For | For | For | |||
2 | Elect Ime Archibong | Mgmt | For | For | For | |||
3 | Elect Christine R. Detrick | Mgmt | For | For | For | |||
4 | Elect Ann Fritz Hackett | Mgmt | For | For | For | |||
5 | Elect Peter Thomas Killalea | Mgmt | For | For | For | |||
6 | Elect Eli Leenaars | Mgmt | For | For | For | |||
7 | Elect Francois Locoh-Donou | Mgmt | For | For | For | |||
8 | Elect Peter E. Raskind | Mgmt | For | For | For | |||
9 | Elect Eileen M. Serra | Mgmt | For | For | For | |||
10 | Elect Mayo A. Shattuck III | Mgmt | For | For | For | |||
11 | Elect Bradford H. Warner | Mgmt | For | For | For | |||
12 | Elect Craig Anthony Williams | Mgmt | For | For | For | |||
13 | Elimination of Supermajority Requirement | Mgmt | For | For | For | |||
14 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | |||
15 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | |||
16 | Amendment to the 2004 Stock Incentive Plan | Mgmt | For | For | For | |||
17 | Ratification of Auditor | Mgmt | For | For | For | |||
18 | Shareholder Proposal Regarding Simple Majority Vote | ShrHoldr | Against | For | Against | |||
19 | Shareholder Proposal Regarding Report on Board Oversight of Discrimination | ShrHoldr | Against | Against | For | |||
20 | Shareholder Proposal Regarding Disclosure of a Board Diversity and Skills Matrix | ShrHoldr | Against | Against | For | |||
Charter Communications, Inc. | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
CHTR | CUSIP 16119P108 | 04/25/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | United States | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Elect W. Lance Conn | Mgmt | For | Against | Against | |||
2 | Elect Kim C. Goodman | Mgmt | For | Against | Against | |||
3 | Elect Craig A. Jacobson | Mgmt | For | Against | Against | |||
4 | Elect Gregory B. Maffei | Mgmt | For | Against | Against | |||
5 | Elect John D. Markley, Jr. | Mgmt | For | Against | Against | |||
6 | Elect David C. Merritt | Mgmt | For | Against | Against | |||
7 | Elect James E. Meyer | Mgmt | For | Against | Against | |||
8 | Elect Steven A. Miron | Mgmt | For | Against | Against | |||
9 | Elect Balan Nair | Mgmt | For | Against | Against | |||
10 | Elect Michael A. Newhouse | Mgmt | For | Against | Against | |||
11 | Elect Mauricio Ramos | Mgmt | For | Against | Against | |||
12 | Elect Thomas M. Rutledge | Mgmt | For | Against | Against | |||
13 | Elect Eric L. Zinterhofer | Mgmt | For | Against | Against | |||
14 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | |||
15 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 3 Years | 1 Year | Against | |||
16 | Ratification of Auditor | Mgmt | For | For | For | |||
17 | Shareholder Proposal Regarding Lobbying Report | ShrHoldr | Against | Against | For | |||
Citigroup Inc. | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
C | CUSIP 172967424 | 04/25/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | United States | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Elect Ellen M. Costello | Mgmt | For | For | For | |||
2 | Elect Grace E. Dailey | Mgmt | For | For | For | |||
3 | Elect Barbara J. Desoer | Mgmt | For | For | For | |||
4 | Elect John C. Dugan | Mgmt | For | For | For | |||
5 | Elect Jane N. Fraser | Mgmt | For | For | For | |||
6 | Elect Duncan P. Hennes | Mgmt | For | For | For | |||
7 | Elect Peter B. Henry | Mgmt | For | For | For | |||
8 | Elect S. Leslie Ireland | Mgmt | For | For | For | |||
9 | Elect Renee J. James | Mgmt | For | For | For | |||
10 | Elect Gary M. Reiner | Mgmt | For | For | For | |||
11 | Elect Diana L. Taylor | Mgmt | For | For | For | |||
12 | Elect James S. Turley | Mgmt | For | For | For | |||
13 | Elect Casper W. von Koskull | Mgmt | For | For | For | |||
14 | Ratification of Auditor | Mgmt | For | For | For | |||
15 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | |||
16 | Amendment to the 2019 Stock Incentive Plan | Mgmt | For | For | For | |||
17 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | |||
18 | Shareholder Proposal Regarding Severance Approval Policy | ShrHoldr | Against | Against | For | |||
19 | Shareholder Proposal Regarding Independent Chair | ShrHoldr | Against | Against | For | |||
20 | Shareholder Proposal Regarding Report on Human Rights Standards for Indigenous Peoples | ShrHoldr | Against | Against | For | |||
21 | Shareholder Proposal Regarding Fossil Fuel Lending and Underwriting Policy | ShrHoldr | Against | Against | For | |||
Comcast Corporation | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
CMCSA | CUSIP 20030N101 | 06/07/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | United States | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1.1 | Elect Kenneth J. Bacon | Mgmt | For | For | For | |||
1.2 | Elect Thomas J. Baltimore, Jr. | Mgmt | For | Withhold | Against | |||
1.3 | Elect Madeline S. Bell | Mgmt | For | For | For | |||
1.4 | Elect Edward D. Breen | Mgmt | For | For | For | |||
1.5 | Elect Gerald L. Hassell | Mgmt | For | For | For | |||
1.6 | Elect Jeffrey A. Honickman | Mgmt | For | For | For | |||
1.7 | Elect Maritza Gomez Montiel | Mgmt | For | For | For | |||
1.8 | Elect Asuka Nakahara | Mgmt | For | For | For | |||
1.9 | Elect David C. Novak | Mgmt | For | For | For | |||
1.10 | Elect Brian L. Roberts | Mgmt | For | For | For | |||
2 | Ratification of Auditor | Mgmt | For | For | For | |||
3 | Approval of the 2023 Omnibus Equity Incentive Plan | Mgmt | For | Against | Against | |||
4 | Amendment to the 2002 Employee Stock Purchase Plan | Mgmt | For | For | For | |||
5 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | |||
6 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | |||
7 | Shareholder Proposal Regarding Racial Equity Audit | ShrHoldr | Against | Against | For | |||
8 | Shareholder Proposal Regarding Report on Climate Risk In Employee Retirement Default Options | ShrHoldr | Against | Against | For | |||
9 | Shareholder Proposal Regarding GHG Targets and Alignment with Paris Agreement | ShrHoldr | Against | Against | For | |||
10 | Shareholder Proposal Regarding Report on Political Expenditures and Values Congruency | ShrHoldr | Against | Against | For | |||
11 | Shareholder Proposal Regarding Report on Corporate Operations with China | ShrHoldr | Against | Against | For | |||
ConocoPhillips | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
COP | CUSIP 20825C104 | 05/16/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | United States | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Elect Dennis Victor Arriola | Mgmt | For | For | For | |||
2 | Elect Jody L. Freeman | Mgmt | For | For | For | |||
3 | Elect Gay Huey Evans | Mgmt | For | For | For | |||
4 | Elect Jeffrey A. Joerres | Mgmt | For | For | For | |||
5 | Elect Ryan M. Lance | Mgmt | For | For | For | |||
6 | Elect Timothy A. Leach | Mgmt | For | For | For | |||
7 | Elect William H. McRaven | Mgmt | For | For | For | |||
8 | Elect Sharmila Mulligan | Mgmt | For | For | For | |||
9 | Elect Eric D. Mullins | Mgmt | For | For | For | |||
10 | Elect Arjun N. Murti | Mgmt | For | For | For | |||
11 | Elect Robert A. Niblock | Mgmt | For | For | For | |||
12 | Elect David T. Seaton | Mgmt | For | For | For | |||
13 | Elect R. A. Walker | Mgmt | For | For | For | |||
14 | Ratification of Auditor | Mgmt | For | For | For | |||
15 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | |||
16 | Frequency of Advisory Vote on Executive Compensation | Mgmt | N/A | 1 Year | N/A | |||
17 | Permit Shareholders to Call Special Meetings | Mgmt | For | For | For | |||
18 | Approval of the 2023 Omnibus Stock and Performance Incentive Plan | Mgmt | For | For | For | |||
19 | Shareholder Proposal Regarding Independent Chair | ShrHoldr | Against | Against | For | |||
20 | Shareholder Proposal Regarding Retention of Shares Until Normal Retirement Age | ShrHoldr | Against | Against | For | |||
21 | Shareholder Proposal Regarding Report on Tax Transparency | ShrHoldr | Against | Against | For | |||
22 | Shareholder Proposal Regarding Lobbying Activities and Values Congruency | ShrHoldr | Against | Against | For | |||
Constellation Energy Corporation | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
CEG | CUSIP 21037T109 | 04/25/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | United States | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1.1 | Elect Joseph Dominguez | Mgmt | For | For | For | |||
1.2 | Elect Julie Holzrichter | Mgmt | For | For | For | |||
1.3 | Elect Ashish Khandpur | Mgmt | For | For | For | |||
2 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | |||
3 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | |||
4 | Ratification of Auditor | Mgmt | For | For | For | |||
Corteva, Inc. | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
CTVA | CUSIP 22052L104 | 04/21/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | United States | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Elect Lamberto Andreotti | Mgmt | For | For | For | |||
2 | Elect Klaus A. Engel | Mgmt | For | For | For | |||
3 | Elect David C. Everitt | Mgmt | For | For | For | |||
4 | Elect Janet Plaut Giesselman | Mgmt | For | For | For | |||
5 | Elect Karen H. Grimes | Mgmt | For | For | For | |||
6 | Elect Michael O. Johanns | Mgmt | For | For | For | |||
7 | Elect Rebecca B. Liebert | Mgmt | For | For | For | |||
8 | Elect Marcos Marinho Lutz | Mgmt | For | For | For | |||
9 | Elect Charles V. Magro | Mgmt | For | For | For | |||
10 | Elect Nayaki R. Nayyar | Mgmt | For | For | For | |||
11 | Elect Gregory R. Page | Mgmt | For | For | For | |||
12 | Elect Kerry J. Preete | Mgmt | For | For | For | |||
13 | Elect Patrick J. Ward | Mgmt | For | For | For | |||
14 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | |||
15 | Ratification of Auditor | Mgmt | For | For | For | |||
CRH Plc | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
CRH | CINS G25508105 | 04/27/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | Ireland | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | |||
2 | Accounts and Reports | Mgmt | For | For | For | |||
3 | Final Dividend | Mgmt | For | For | For | |||
4 | Remuneration Report | Mgmt | For | For | For | |||
5 | Elect Richard Boucher | Mgmt | For | For | For | |||
6 | Elect Caroline Dowling | Mgmt | For | For | For | |||
7 | Elect Richard H. Fearon | Mgmt | For | For | For | |||
8 | Elect Johan Karlstrom | Mgmt | For | For | For | |||
9 | Elect Shaun Kelly | Mgmt | For | For | For | |||
10 | Elect Badar Khan | Mgmt | For | For | For | |||
11 | Elect H. Lamar McKay | Mgmt | For | For | For | |||
12 | Elect Albert Manifold | Mgmt | For | For | For | |||
13 | Elect Jim Mintern | Mgmt | For | For | For | |||
14 | Elect Gillian L. Platt | Mgmt | For | For | For | |||
15 | Elect Mary K. Rhinehart | Mgmt | For | For | For | |||
16 | Elect Siobhan Talbot | Mgmt | For | For | For | |||
17 | Elect Christina Verchere | Mgmt | For | For | For | |||
18 | Authority to Set Auditor's Fees | Mgmt | For | For | For | |||
19 | Appointment of Auditor | Mgmt | For | For | For | |||
20 | Authority to Issue Shares w/ Preemptive Rights | Mgmt | For | For | For | |||
21 | Authority to Issue Shares w/o Preemptive Rights | Mgmt | For | For | For | |||
22 | Authority to Repurchase Shares | Mgmt | For | For | For | |||
23 | Authority to Set Price Range for Reissuance of Treasury Shares | Mgmt | For | For | For | |||
24 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | |||
CRH Plc | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
CRH | CINS G25508105 | 06/08/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Court | Ireland | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | |||
2 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | |||
3 | Scheme of Arrangement (Settlement System Migration) | Mgmt | For | For | For | |||
4 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | |||
CRH Plc | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
CRH | CINS G25508105 | 06/08/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Special | Ireland | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | |||
2 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | |||
3 | Approve Scheme of Arrangement | Mgmt | For | For | For | |||
4 | Change of Listing | Mgmt | For | For | For | |||
5 | Adoption of New Articles | Mgmt | For | For | For | |||
6 | Authority to Repurchase Shares | Mgmt | For | For | For | |||
7 | Authority to Set Price Range for Reissuance of Treasury Shares | Mgmt | For | For | For | |||
8 | Amendments to Articles (Share Redemption) | Mgmt | For | For | For | |||
9 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | |||
Danaher Corporation | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
DHR | CUSIP 235851102 | 05/09/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | United States | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Elect Rainer M. Blair | Mgmt | For | For | For | |||
2 | Elect Feroz Dewan | Mgmt | For | For | For | |||
3 | Elect Linda P. Hefner Filler | Mgmt | For | For | For | |||
4 | Elect Teri L. List | Mgmt | For | For | For | |||
5 | Elect Walter G. Lohr, Jr. | Mgmt | For | For | For | |||
6 | Elect Jessica L. Mega | Mgmt | For | For | For | |||
7 | Elect Mitchell P. Rales | Mgmt | For | For | For | |||
8 | Elect Steven M. Rales | Mgmt | For | For | For | |||
9 | Elect Pardis C. Sabeti | Mgmt | For | For | For | |||
10 | Elect A. Shane Sanders | Mgmt | For | For | For | |||
11 | Elect John T. Schwieters | Mgmt | For | For | For | |||
12 | Elect Alan G. Spoon | Mgmt | For | For | For | |||
13 | Elect Raymond C. Stevens | Mgmt | For | For | For | |||
14 | Elect Elias A. Zerhouni | Mgmt | For | For | For | |||
15 | Ratification of Auditor | Mgmt | For | For | For | |||
16 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | |||
17 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | |||
18 | Shareholder Proposal Regarding Independent Chair | ShrHoldr | Against | Against | For | |||
19 | Shareholder Proposal Regarding Diversity and Inclusion Report | ShrHoldr | Against | Against | For | |||
DuPont de Nemours, Inc. | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
DD | CUSIP 26614N102 | 05/24/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | United States | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Elect Amy G. Brady | Mgmt | For | For | For | |||
2 | Elect Edward D. Breen | Mgmt | For | For | For | |||
3 | Elect Ruby R. Chandy | Mgmt | For | For | For | |||
4 | Elect Terrence R. Curtin | Mgmt | For | For | For | |||
5 | Elect Alexander M. Cutler | Mgmt | For | For | For | |||
6 | Elect Eleuthere I. du Pont | Mgmt | For | For | For | |||
7 | Elect Kristina M. Johnson | Mgmt | For | For | For | |||
8 | Elect Luther C. Kissam IV | Mgmt | For | For | For | |||
9 | Elect Frederick M. Lowery | Mgmt | For | For | For | |||
10 | Elect Raymond J. Milchovich | Mgmt | For | For | For | |||
11 | Elect Deanna M. Mulligan | Mgmt | For | For | For | |||
12 | Elect Steven M. Sterin | Mgmt | For | For | For | |||
13 | Advisory Vote on Executive Compensation | Mgmt | For | Against | Against | |||
14 | Ratification of Auditor | Mgmt | For | For | For | |||
15 | Shareholder Proposal Regarding Independent Chair | ShrHoldr | Against | For | Against | |||
Eastman Chemical Company | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
EMN | CUSIP 277432100 | 05/04/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | United States | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Elect Humberto P. Alfonso | Mgmt | For | For | For | |||
2 | Elect Brett D. Begemann | Mgmt | For | For | For | |||
3 | Elect Eric L. Butler | Mgmt | For | For | For | |||
4 | Elect Mark J. Costa | Mgmt | For | For | For | |||
5 | Elect Edward L. Doheny II | Mgmt | For | For | For | |||
6 | Elect Linnie M. Haynesworth | Mgmt | For | For | For | |||
7 | Elect Julie Fasone Holder | Mgmt | For | For | For | |||
8 | Elect Renee J. Hornbaker | Mgmt | For | For | For | |||
9 | Elect Kim Ann Mink | Mgmt | For | For | For | |||
10 | Elect James J. O'Brien | Mgmt | For | For | For | |||
11 | Elect David W. Raisbeck | Mgmt | For | For | For | |||
12 | Elect Charles K. Stevens III | Mgmt | For | For | For | |||
13 | Ratification of Auditor | Mgmt | For | For | For | |||
14 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | |||
15 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | |||
16 | Shareholder Proposal Regarding Independent Chair | ShrHoldr | Against | For | Against | |||
Elevance Health, Inc. | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
ELV | CUSIP 036752103 | 05/10/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | United States | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Elect Gail K. Boudreaux | Mgmt | For | For | For | |||
2 | Elect R. Kerry Clark | Mgmt | For | For | For | |||
3 | Elect Robert L. Dixon, Jr. | Mgmt | For | For | For | |||
4 | Elect Deanna Strable-Soethout | Mgmt | For | For | For | |||
5 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | |||
6 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | |||
7 | Ratification of Auditor | Mgmt | For | For | For | |||
8 | Shareholder Proposal Regarding Right to Call Special Meetings | ShrHoldr | Against | Against | For | |||
9 | Shareholder Proposal Regarding Third-Party Political Expenditures Reporting | ShrHoldr | Against | Against | For | |||
Enterprise Products Partners LP | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
EPD | CINS 293792107 | 11/22/2022 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Special | USA | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Amend Omnibus Stock Plan | Mgmt | For | For | For | |||
2 | Amend Qualified Employee Stock Purchase Plan | Mgmt | For | For | For | |||
Exelon Corporation | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
EXC | CUSIP 30161N101 | 04/25/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | United States | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Elect Anthony K. Anderson | Mgmt | For | For | For | |||
2 | Elect W. Paul Bowers | Mgmt | For | For | For | |||
3 | Elect Calvin G. Butler, Jr. | Mgmt | For | For | For | |||
4 | Elect Marjorie Rodgers Cheshire | Mgmt | For | For | For | |||
5 | Elect Linda P. Jojo | Mgmt | For | For | For | |||
6 | Elect Charisse Lillie | Mgmt | For | For | For | |||
7 | Elect Matthew Rogers | Mgmt | For | For | For | |||
8 | Elect John F. Young | Mgmt | For | For | For | |||
9 | Ratification of Auditor | Mgmt | For | For | For | |||
10 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | |||
11 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | |||
Exxon Mobil Corporation | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
XOM | CUSIP 30231G102 | 05/31/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | United States | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Elect Michael J. Angelakis | Mgmt | For | For | For | |||
2 | Elect Susan K. Avery | Mgmt | For | For | For | |||
3 | Elect Angela F. Braly | Mgmt | For | For | For | |||
4 | Elect Gregory J. Goff | Mgmt | For | For | For | |||
5 | Elect John D. Harris II | Mgmt | For | For | For | |||
6 | Elect Kaisa H. Hietala | Mgmt | For | For | For | |||
7 | Elect Joseph L. Hooley | Mgmt | For | For | For | |||
8 | Elect Steven A. Kandarian | Mgmt | For | For | For | |||
9 | Elect Alexander A. Karsner | Mgmt | For | For | For | |||
10 | Elect Lawrence W. Kellner | Mgmt | For | For | For | |||
11 | Elect Jeffrey W. Ubben | Mgmt | For | For | For | |||
12 | Elect Darren W. Woods | Mgmt | For | For | For | |||
13 | Ratification of Auditor | Mgmt | For | For | For | |||
14 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | |||
15 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | |||
16 | Shareholder Proposal Regarding Formation of Decarbonization Risk Committee | ShrHoldr | Against | Against | For | |||
17 | Shareholder Proposal Regarding Retention of Shares Until Normal Retirement Age | ShrHoldr | Against | Against | For | |||
18 | Shareholder Proposal Regarding Report on Carbon Capture and Storage | ShrHoldr | Against | Against | For | |||
19 | Shareholder Proposal Regarding Methane Emission Disclosures | ShrHoldr | Against | For | Against | |||
20 | Shareholder Proposal Regarding Medium-Term Scope 3 Target | ShrHoldr | Against | Against | For | |||
21 | Shareholder Proposal Regarding Report on Guyanese Operations | ShrHoldr | Against | Against | For | |||
22 | Shareholder Proposal Regarding Recalculated Emissions Baseline | ShrHoldr | Against | Against | For | |||
23 | Shareholder Proposal Regarding Audited Report on Asset Retirement Obligations | ShrHoldr | Against | Against | For | |||
24 | Shareholder Proposal Regarding Addressing Virgin Plastic Demand | ShrHoldr | Against | Against | For | |||
25 | Shareholder Proposal Regarding Environmental Litigation | ShrHoldr | Against | Against | For | |||
26 | Shareholder Proposal Regarding Report on Tax Transparency | ShrHoldr | Against | Against | For | |||
27 | Shareholder Proposal Regarding Just Transition Reporting | ShrHoldr | Against | Against | For | |||
28 | Shareholder Proposal Regarding Report on Exploration and Production in the Arctic Refuge | ShrHoldr | Against | Against | For | |||
Freeport-McMoRan Inc. | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
FCX | CUSIP 35671D857 | 06/06/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | United States | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Elect David P. Abney | Mgmt | For | For | For | |||
2 | Elect Richard C. Adkerson | Mgmt | For | For | For | |||
3 | Elect Marcela E. Donadio | Mgmt | For | For | For | |||
4 | Elect Robert W. Dudley | Mgmt | For | For | For | |||
5 | Elect Hugh Grant | Mgmt | For | For | For | |||
6 | Elect Lydia H. Kennard | Mgmt | For | For | For | |||
7 | Elect Ryan M. Lance | Mgmt | For | For | For | |||
8 | Elect Sara Grootwassink Lewis | Mgmt | For | For | For | |||
9 | Elect Dustan E. McCoy | Mgmt | For | For | For | |||
10 | Elect Kathleen L. Quirk | Mgmt | For | For | For | |||
11 | Elect John J. Stephens | Mgmt | For | For | For | |||
12 | Elect Frances F. Townsend | Mgmt | For | For | For | |||
13 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | |||
14 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | |||
15 | Ratification of Auditor | Mgmt | For | For | For | |||
Gaming And Leisure Properties, Inc. | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
GLPI | CUSIP 36467J108 | 06/15/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | United States | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Elect Peter M. Carlino | Mgmt | For | For | For | |||
2 | Elect JoAnne A. Epps | Mgmt | For | For | For | |||
3 | Elect Carol Lynton | Mgmt | For | For | For | |||
4 | Elect Joseph W. Marshall, III | Mgmt | For | For | For | |||
5 | Elect James B. Perry | Mgmt | For | For | For | |||
6 | Elect Barry F. Schwartz | Mgmt | For | For | For | |||
7 | Elect Earl C. Shanks | Mgmt | For | For | For | |||
8 | Elect E. Scott Urdang | Mgmt | For | For | For | |||
9 | Ratification of Auditor | Mgmt | For | For | For | |||
10 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | |||
11 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | |||
General Motors Company | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
GM | CUSIP 37045V100 | 06/20/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | United States | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Elect Mary T. Barra | Mgmt | For | For | For | |||
2 | Elect Aneel Bhusri | Mgmt | For | For | For | |||
3 | Elect Wesley G. Bush | Mgmt | For | For | For | |||
4 | Elect Joanne C. Crevoiserat | Mgmt | For | For | For | |||
5 | Elect Linda R. Gooden | Mgmt | For | For | For | |||
6 | Elect Joseph Jimenez | Mgmt | For | For | For | |||
7 | Elect Jonathan McNeill | Mgmt | For | For | For | |||
8 | Elect Judith A. Miscik | Mgmt | For | Against | Against | |||
9 | Elect Patricia F. Russo | Mgmt | For | For | For | |||
10 | Elect Thomas M. Schoewe | Mgmt | For | For | For | |||
11 | Elect Mark A. Tatum | Mgmt | For | For | For | |||
12 | Elect Jan E. Tighe | Mgmt | For | For | For | |||
13 | Elect Devin N. Wenig | Mgmt | For | For | For | |||
14 | Ratification of Auditor | Mgmt | For | For | For | |||
15 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | |||
16 | Amendment to the 2020 Long-Term Incentive Plan | Mgmt | For | For | For | |||
17 | Shareholder Proposal Regarding Report on Corporate Operations with China | ShrHoldr | Against | Against | For | |||
18 | Shareholder Proposal Regarding Right to Act by Written Consent | ShrHoldr | Against | For | Against | |||
19 | Shareholder Proposal Regarding Procurement Targets for Sustainable Materials in Supply Chain | ShrHoldr | Against | Against | For | |||
Hilton Worldwide Holdings Inc. | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
HLT | CUSIP 43300A203 | 05/18/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | United States | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Elect Christopher J. Nassetta | Mgmt | For | For | For | |||
2 | Elect Jonathan D. Gray | Mgmt | For | For | For | |||
3 | Elect Charlene T. Begley | Mgmt | For | For | For | |||
4 | Elect Chris Carr | Mgmt | For | For | For | |||
5 | Elect Melanie L. Healey | Mgmt | For | For | For | |||
6 | Elect Raymond E. Mabus, Jr. | Mgmt | For | For | For | |||
7 | Elect Judith A. McHale | Mgmt | For | For | For | |||
8 | Elect Elizabeth A. Smith | Mgmt | For | For | For | |||
9 | Elect Douglas M. Steenland | Mgmt | For | For | For | |||
10 | Ratification of Auditor | Mgmt | For | For | For | |||
11 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | |||
Honeywell International Inc. | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
HON | CUSIP 438516106 | 05/19/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | United States | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Elect Darius Adamczyk | Mgmt | For | For | For | |||
2 | Elect Duncan B. Angove | Mgmt | For | For | For | |||
3 | Elect William S. Ayer | Mgmt | For | For | For | |||
4 | Elect Kevin Burke | Mgmt | For | For | For | |||
5 | Elect D. Scott Davis | Mgmt | For | For | For | |||
6 | Elect Deborah Flint | Mgmt | For | For | For | |||
7 | Elect Vimal Kapur | Mgmt | For | For | For | |||
8 | Elect Rose Lee | Mgmt | For | For | For | |||
9 | Elect Grace D. Lieblein | Mgmt | For | For | For | |||
10 | Elect Robin L. Washington | Mgmt | For | For | For | |||
11 | Elect Robin Watson | Mgmt | For | For | For | |||
12 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | |||
13 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | |||
14 | Ratification of Auditor | Mgmt | For | For | For | |||
15 | Shareholder Proposal Regarding Independent Chair | ShrHoldr | Against | Against | For | |||
16 | Shareholder Proposal Regarding Environmental and Health Impact Report | ShrHoldr | Against | Against | For | |||
Ingersoll Rand Inc. | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
IR | CUSIP 45687V106 | 06/15/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | United States | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Elect Vicente Reynal | Mgmt | For | For | For | |||
2 | Elect William P. Donnelly | Mgmt | For | For | For | |||
3 | Elect Kirk E. Arnold | Mgmt | For | For | For | |||
4 | Elect Gary D. Forsee | Mgmt | For | For | For | |||
5 | Elect Jennifer Hartsock | Mgmt | For | For | For | |||
6 | Elect John Humphrey | Mgmt | For | For | For | |||
7 | Elect Marc E. Jones | Mgmt | For | For | For | |||
8 | Elect Mark Stevenson | Mgmt | For | For | For | |||
9 | Elect Michael Stubblefield | Mgmt | For | For | For | |||
10 | Elect Tony L. White | Mgmt | For | For | For | |||
11 | Ratification of Auditor | Mgmt | For | For | For | |||
12 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | |||
13 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | |||
Johnson Controls International Plc | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
JCI | CINS G51502105 | 03/08/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | Ireland | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Elect Director Jean Blackwell | Mgmt | For | For | For | |||
2 | Elect Director Pierre Cohade | Mgmt | For | For | For | |||
3 | Elect Director Michael E. Daniels | Mgmt | For | For | For | |||
4 | Elect Director W. Roy Dunbar | Mgmt | For | For | For | |||
5 | Elect Director Gretchen R. Haggerty | Mgmt | For | For | For | |||
6 | Elect Director Ayesha Khanna | Mgmt | For | For | For | |||
7 | Elect Director Simone Menne | Mgmt | For | For | For | |||
8 | Elect Director George R. Oliver | Mgmt | For | For | For | |||
9 | Elect Director Jurgen Tinggren | Mgmt | For | For | For | |||
10 | Elect Director Mark Vergnano | Mgmt | For | For | For | |||
11 | Elect Director John D. Young | Mgmt | For | For | For | |||
12 | Ratify PricewaterhouseCoopers LLP as Auditors | Mgmt | For | For | For | |||
13 | Authorize Board to Fix Remuneration of Auditors | Mgmt | For | For | For | |||
14 | Authorize Market Purchases of Company Shares | Mgmt | For | For | For | |||
15 | Determine Price Range for Reissuance of Treasury Shares | Mgmt | For | For | For | |||
16 | Advisory Vote to Ratify Named Executive Officers' Compensation | Mgmt | For | For | For | |||
17 | Advisory Vote on Say on Pay Frequency | Mgmt | 1 Year | 1 Year | For | |||
18 | Approve the Directors' Authority to Allot Shares | Mgmt | For | For | For | |||
19 | Approve the Disapplication of Statutory Pre-Emption Rights | Mgmt | For | For | For | |||
JPMorgan Chase & Co. | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
JPM | CUSIP 46625H100 | 05/16/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | United States | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Elect Linda B. Bammann | Mgmt | For | For | For | |||
2 | Elect Stephen B. Burke | Mgmt | For | For | For | |||
3 | Elect Todd A. Combs | Mgmt | For | For | For | |||
4 | Elect James S. Crown | Mgmt | For | For | For | |||
5 | Elect Alicia Boler Davis | Mgmt | For | For | For | |||
6 | Elect James Dimon | Mgmt | For | For | For | |||
7 | Elect Timothy P. Flynn | Mgmt | For | For | For | |||
8 | Elect Alex Gorsky | Mgmt | For | For | For | |||
9 | Elect Mellody Hobson | Mgmt | For | For | For | |||
10 | Elect Michael A. Neal | Mgmt | For | For | For | |||
11 | Elect Phebe N. Novakovic | Mgmt | For | For | For | |||
12 | Elect Virginia M. Rometty | Mgmt | For | For | For | |||
13 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | |||
14 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | |||
15 | Ratification of Auditor | Mgmt | For | For | For | |||
16 | Shareholder Proposal Regarding Independent Chair | ShrHoldr | Against | Against | For | |||
17 | Shareholder Proposal Regarding Fossil Fuel Lending and Underwriting Policy | ShrHoldr | Against | Against | For | |||
18 | Shareholder Proposal Regarding Revision of Committee Charter to Include Oversight of Animal Welfare | ShrHoldr | Against | Against | For | |||
19 | Shareholder Proposal Regarding Right to Call Special Meetings by Beneficial Owners | ShrHoldr | Against | Against | For | |||
20 | Shareholder Proposal Regarding Transition Plan Report for Financing Activities | ShrHoldr | Against | Against | For | |||
21 | Shareholder Proposal Regarding Report on Board Oversight of Discrimination | ShrHoldr | Against | Against | For | |||
22 | Shareholder Proposal Regarding Report on Political Expenditures and Values Congruency | ShrHoldr | Against | Against | For | |||
23 | Shareholder Proposal Regarding Absolute GHG Reduction Targets | ShrHoldr | Against | Against | For | |||
Keurig Dr Pepper Inc. | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
KDP | CUSIP 49271V100 | 06/12/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | United States | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Elect Robert J. Gamgort | Mgmt | For | For | For | |||
2 | Elect Oray Boston | Mgmt | For | For | For | |||
3 | Elect Olivier Goudet | Mgmt | For | For | For | |||
4 | Elect Peter Harf | Mgmt | For | For | For | |||
5 | Elect Juliette Hickman | Mgmt | For | For | For | |||
6 | Elect Paul S. Michaels | Mgmt | For | For | For | |||
7 | Elect Pamela H. Patsley | Mgmt | For | For | For | |||
8 | Elect Lubomira Rochet | Mgmt | For | For | For | |||
9 | Elect Debra A. Sandler | Mgmt | For | For | For | |||
10 | Elect Robert S. Singer | Mgmt | For | For | For | |||
11 | Elect Larry D. Young | Mgmt | For | For | For | |||
12 | Advisory Vote on Executive Compensation | Mgmt | For | Against | Against | |||
13 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | |||
14 | Ratification of Auditor | Mgmt | For | For | For | |||
Keycorp | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
KEY | CUSIP 493267108 | 05/11/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | United States | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Elect Alexander M. Cutler | Mgmt | For | For | For | |||
2 | Elect H. James Dallas | Mgmt | For | For | For | |||
3 | Elect Elizabeth R. Gile | Mgmt | For | For | For | |||
4 | Elect Ruth Ann M. Gillis | Mgmt | For | For | For | |||
5 | Elect Christopher M. Gorman | Mgmt | For | For | For | |||
6 | Elect Robin Hayes | Mgmt | For | For | For | |||
7 | Elect Carlton L. Highsmith | Mgmt | For | For | For | |||
8 | Elect Richard J. Hipple | Mgmt | For | For | For | |||
9 | Elect Devina Rankin | Mgmt | For | For | For | |||
10 | Elect Barbara R. Snyder | Mgmt | For | For | For | |||
11 | Elect Richard J. Tobin | Mgmt | For | For | For | |||
12 | Elect Todd J. Vasos | Mgmt | For | For | For | |||
13 | Elect David K. Wilson | Mgmt | For | For | For | |||
14 | Ratification of Auditor | Mgmt | For | For | For | |||
15 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | |||
16 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | |||
17 | Amendment to the 2019 Equity Compensation Plan | Mgmt | For | For | For | |||
18 | Shareholder Proposal Regarding Independent Chair | ShrHoldr | Against | Against | For | |||
McKesson Corporation | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
MCK | CINS 58155Q103 | 07/22/2022 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | USA | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Ratify Deloitte & Touche LLP as Auditors | Mgmt | For | For | For | |||
2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Mgmt | For | For | For | |||
3 | Approve Omnibus Stock Plan | Mgmt | For | For | For | |||
4 | Amend Qualified Employee Stock Purchase Plan | Mgmt | For | For | For | |||
5 | Reduce Ownership Threshold for Shareholders to Call Special Meeting | ShrHoldr | Against | Against | For | |||
6 | Adopt Policy on 10b5-1 Plans | ShrHoldr | Against | Against | For | |||
7 | Elect Director Richard H. Carmona | Mgmt | For | For | For | |||
8 | Elect Director Dominic J. Caruso | Mgmt | For | For | For | |||
9 | Elect Director W. Roy Dunbar | Mgmt | For | For | For | |||
10 | Elect Director James H. Hinton | Mgmt | For | For | For | |||
11 | Elect Director Donald R. Knauss | Mgmt | For | For | For | |||
12 | Elect Director Bradley E. Lerman | Mgmt | For | For | For | |||
13 | Elect Director Linda P. Mantia | Mgmt | For | For | For | |||
14 | Elect Director Maria Martinez | Mgmt | For | For | For | |||
15 | Elect Director Susan R. Salka | Mgmt | For | For | For | |||
16 | Elect Director Brian S. Tyler | Mgmt | For | For | For | |||
17 | Elect Director Kathleen Wilson-Thompson | Mgmt | For | For | For | |||
Merck & Co., Inc. | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
MRK | CUSIP 58933Y105 | 05/23/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | United States | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Elect Douglas M. Baker, Jr. | Mgmt | For | For | For | |||
2 | Elect Mary Ellen Coe | Mgmt | For | For | For | |||
3 | Elect Pamela J. Craig | Mgmt | For | For | For | |||
4 | Elect Robert M. Davis | Mgmt | For | For | For | |||
5 | Elect Thomas H. Glocer | Mgmt | For | For | For | |||
6 | Elect Risa Lavizzo-Mourey | Mgmt | For | For | For | |||
7 | Elect Stephen L. Mayo | Mgmt | For | For | For | |||
8 | Elect Paul B. Rothman | Mgmt | For | For | For | |||
9 | Elect Patricia F. Russo | Mgmt | For | For | For | |||
10 | Elect Christine E. Seidman | Mgmt | For | For | For | |||
11 | Elect Inge G. Thulin | Mgmt | For | For | For | |||
12 | Elect Kathy J. Warden | Mgmt | For | For | For | |||
13 | Elect Peter C. Wendell | Mgmt | For | For | For | |||
14 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | |||
15 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | |||
16 | Ratification of Auditor | Mgmt | For | For | For | |||
17 | Shareholder Proposal Regarding Report on Corporate Operations with China | ShrHoldr | Against | Against | For | |||
18 | Shareholder Proposal Regarding Report on Access to COVID-19 Products | ShrHoldr | Against | Against | For | |||
19 | Shareholder Proposal Regarding Third-Party Political Expenditures Reporting | ShrHoldr | Against | Against | For | |||
20 | Shareholder Proposal Regarding Extended Patent Exclusivities and Application for Secondary and Tertiary Patents | ShrHoldr | Against | Against | For | |||
21 | Shareholder Proposal Regarding Congruency Report of Partnerships with Certain Organizations | ShrHoldr | Against | Against | For | |||
22 | Shareholder Proposal Regarding Independent Chair | ShrHoldr | Against | Against | For | |||
Meta Platforms, Inc. | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
META | CUSIP 30303M102 | 05/31/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | United States | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1.1 | Elect Peggy Alford | Mgmt | For | For | For | |||
1.2 | Elect Marc L. Andreessen | Mgmt | For | For | For | |||
1.3 | Elect Andrew W. Houston | Mgmt | For | For | For | |||
1.4 | Elect Nancy Killefer | Mgmt | For | For | For | |||
1.5 | Elect Robert M. Kimmitt | Mgmt | For | For | For | |||
1.6 | Elect Sheryl K. Sandberg | Mgmt | For | For | For | |||
1.7 | Elect Tracey T. Travis | Mgmt | For | For | For | |||
1.8 | Elect Tony Xu | Mgmt | For | For | For | |||
1.9 | Elect Mark Zuckerberg | Mgmt | For | For | For | |||
2 | Ratification of Auditor | Mgmt | For | For | For | |||
3 | Shareholder Proposal Regarding Report on Government Takedown Requests | ShrHoldr | Against | Against | For | |||
4 | Shareholder Proposal Regarding Recapitalization | ShrHoldr | Against | Against | For | |||
5 | Shareholder Proposal Regarding Human Rights Impact Assessment | ShrHoldr | Against | Against | For | |||
6 | Shareholder Proposal Regarding Lobbying Report | ShrHoldr | Against | Against | For | |||
7 | Shareholder Proposal Regarding Report on Content Management in India | ShrHoldr | Against | For | Against | |||
8 | Shareholder Proposal Regarding Lobbying Activity Alignment with Net-Zero Emissions Commitment | ShrHoldr | Against | Against | For | |||
9 | Shareholder Proposal Regarding Report on Risks from Abortion-Related Information Requests | ShrHoldr | Against | Against | For | |||
10 | Shareholder Proposal Regarding a Report on the Efficacy of Enforcement of Content Policies | ShrHoldr | Against | For | Against | |||
11 | Shareholder Proposal Regarding Targets and Report on Child Safety Impacts | ShrHoldr | Against | Against | For | |||
12 | Shareholder Proposal Regarding Calibrating Executive Pay to Externalized Costs | ShrHoldr | Against | Against | For | |||
13 | Shareholder Proposal Regarding Assessment of Audit and Risk Oversight Committee | ShrHoldr | Against | Against | For | |||
Microsoft Corporation | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
MSFT | CINS 594918104 | 12/13/2022 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | USA | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Elect Director John W. Thompson | Mgmt | For | For | For | |||
2 | Elect Director Reid G. Hoffman | Mgmt | For | For | For | |||
3 | Elect Director Emma N. Walmsley | Mgmt | For | For | For | |||
4 | Elect Director Padmasree Warrior | Mgmt | For | For | For | |||
5 | Elect Director Hugh F. Johnston | Mgmt | For | For | For | |||
6 | Elect Director Teri L. List | Mgmt | For | For | For | |||
7 | Elect Director Satya Nadella | Mgmt | For | For | For | |||
8 | Elect Director Sandra E. Peterson | Mgmt | For | For | For | |||
9 | Elect Director Penny S. Pritzker | Mgmt | For | For | For | |||
10 | Elect Director Carlos A. Rodriguez | Mgmt | For | For | For | |||
11 | Elect Director Charles W. Scharf | Mgmt | For | For | For | |||
12 | Elect Director John W. Stanton | Mgmt | For | For | For | |||
13 | Advisory Vote to Ratify Named Executive Officers' Compensation | Mgmt | For | For | For | |||
14 | Ratify Deloitte & Touche LLP as Auditors | Mgmt | For | For | For | |||
15 | Report on Cost/Benefit Analysis of Diversity and Inclusion | ShrHoldr | Against | Against | For | |||
16 | Report on Hiring of Persons with Arrest or Incarceration Records | ShrHoldr | Against | Against | For | |||
17 | Assess and Report on the Company's Retirement Funds' Management of Systemic Climate Risk | ShrHoldr | Against | Against | For | |||
18 | Report on Government Use of Microsoft Technology | ShrHoldr | Against | Against | For | |||
19 | Report on Development of Products for Military | ShrHoldr | Against | Against | For | |||
20 | Report on Tax Transparency | ShrHoldr | Against | Against | For | |||
Northrop Grumman Corporation | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
NOC | CUSIP 666807102 | 05/17/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | United States | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Elect Kathy J. Warden | Mgmt | For | For | For | |||
2 | Elect David P. Abney | Mgmt | For | For | For | |||
3 | Elect Marianne C. Brown | Mgmt | For | For | For | |||
4 | Elect Ann M. Fudge | Mgmt | For | For | For | |||
5 | Elect Madeleine A. Kleiner | Mgmt | For | For | For | |||
6 | Elect Arvind Krishna | Mgmt | For | For | For | |||
7 | Elect Graham N. Robinson | Mgmt | For | For | For | |||
8 | Elect Kimberly A. Ross | Mgmt | For | For | For | |||
9 | Elect Gary Roughead | Mgmt | For | For | For | |||
10 | Elect Thomas M. Schoewe | Mgmt | For | For | For | |||
11 | Elect James S. Turley | Mgmt | For | For | For | |||
12 | Elect Mark A. Welsh III | Mgmt | For | For | For | |||
13 | Elect Mary A. Winston | Mgmt | For | For | For | |||
14 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | |||
15 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | |||
16 | Ratification of Auditor | Mgmt | For | For | For | |||
17 | Reduction of the Ownership Threshold Required to Call a Special Meeting of Shareholders | Mgmt | For | For | For | |||
18 | Shareholder Proposal Regarding Alignment of Political Activities with Human Rights Policy | ShrHoldr | Against | Against | For | |||
19 | Shareholder Proposal Regarding Independent Chair | ShrHoldr | Against | Against | For | |||
NRG Energy, Inc. | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
NRG | CUSIP 629377508 | 04/27/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | United States | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Elect E. Spencer Abraham | Mgmt | For | For | For | |||
2 | Elect Antonio Carrillo | Mgmt | For | For | For | |||
3 | Elect Matthew Carter, Jr. | Mgmt | For | For | For | |||
4 | Elect Lawrence S. Coben | Mgmt | For | For | For | |||
5 | Elect Heather Cox | Mgmt | For | For | For | |||
6 | Elect Elisabeth B. Donohue | Mgmt | For | For | For | |||
7 | Elect Mauricio Gutierrez | Mgmt | For | For | For | |||
8 | Elect Paul W. Hobby | Mgmt | For | For | For | |||
9 | Elect Alexandra Pruner | Mgmt | For | For | For | |||
10 | Elect Anne C. Schaumburg | Mgmt | For | For | For | |||
11 | Amendment to the Employee Stock Purchase Plan | Mgmt | For | For | For | |||
12 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | |||
13 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | |||
14 | Ratification of Auditor | Mgmt | For | For | For | |||
NXP Semiconductors N.V. | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
NXPI | CUSIP N6596X109 | 05/24/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | United States | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Accounts and Reports | Mgmt | For | For | For | |||
2 | Ratification of Board Acts | Mgmt | For | For | For | |||
3 | Elect Kurt Sievers | Mgmt | For | For | For | |||
4 | Elect Annette K. Clayton | Mgmt | For | For | For | |||
5 | Elect Anthony R. Foxx | Mgmt | For | For | For | |||
6 | Elect Chunyuan Gu | Mgmt | For | For | For | |||
7 | Elect Lena Olving | Mgmt | For | For | For | |||
8 | Elect Julie Southern | Mgmt | For | For | For | |||
9 | Elect Jasmin Staiblin | Mgmt | For | For | For | |||
10 | Elect Gregory L. Summe | Mgmt | For | For | For | |||
11 | Elect Karl-Henrik Sundstrom | Mgmt | For | For | For | |||
12 | Elect Moshe N. Gavrielov | Mgmt | For | For | For | |||
13 | Authority to Issue Shares w/ Preemptive Rights | Mgmt | For | For | For | |||
14 | Authority to Issue Shares w/o Preemptive Rights | Mgmt | For | For | For | |||
15 | Authority to Repurchase Shares | Mgmt | For | For | For | |||
16 | Authority to Cancel Repurchased Shares | Mgmt | For | For | For | |||
17 | Appointment of Auditor | Mgmt | For | For | For | |||
18 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | |||
Oracle Corporation | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
ORCL | CINS 68389X105 | 11/16/2022 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | USA | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Elect Director Awo Ablo | Mgmt | For | For | For | |||
2 | Elect Director Renee J. James | Mgmt | For | Withhold | Against | |||
3 | Elect Director Charles W. Moorman | Mgmt | For | Withhold | Against | |||
4 | Elect Director Leon E. Panetta | Mgmt | For | Withhold | Against | |||
5 | Elect Director William G. Parrett | Mgmt | For | Withhold | Against | |||
6 | Elect Director Naomi O. Seligman | Mgmt | For | Withhold | Against | |||
7 | Elect Director Vishal Sikka | Mgmt | For | Withhold | Against | |||
8 | Elect Director Jeffrey S. Berg | Mgmt | For | Withhold | Against | |||
9 | Elect Director Michael J. Boskin | Mgmt | For | Withhold | Against | |||
10 | Elect Director Safra A. Catz | Mgmt | For | Withhold | Against | |||
11 | Elect Director Bruce R. Chizen | Mgmt | For | Withhold | Against | |||
12 | Elect Director George H. Conrades | Mgmt | For | Withhold | Against | |||
13 | Elect Director Lawrence J. Ellison | Mgmt | For | Withhold | Against | |||
14 | Elect Director Rona A. Fairhead | Mgmt | For | Withhold | Against | |||
15 | Elect Director Jeffrey O. Henley | Mgmt | For | Withhold | Against | |||
16 | Advisory Vote to Ratify Named Executive Officers' Compensation | Mgmt | For | Against | Against | |||
17 | Ratify Ernst & Young LLP as Auditors | Mgmt | For | For | For | |||
O'Reilly Automotive, Inc. | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
ORLY | CUSIP 67103H107 | 05/18/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | United States | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Elect David E. O'Reilly | Mgmt | For | For | For | |||
2 | Elect Larry P. O'Reilly | Mgmt | For | For | For | |||
3 | Elect Greg Henslee | Mgmt | For | For | For | |||
4 | Elect Jay D. Burchfield | Mgmt | For | For | For | |||
5 | Elect Thomas T. Hendrickson | Mgmt | For | For | For | |||
6 | Elect John R. Murphy | Mgmt | For | For | For | |||
7 | Elect Dana M. Perlman | Mgmt | For | For | For | |||
8 | Elect Maria A. Sastre | Mgmt | For | For | For | |||
9 | Elect Andrea M. Weiss | Mgmt | For | For | For | |||
10 | Elect Fred Whitfield | Mgmt | For | For | For | |||
11 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | |||
12 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | |||
13 | Ratification of Auditor | Mgmt | For | For | For | |||
14 | Shareholder Proposal Regarding Independent Chair | ShrHoldr | Against | For | Against | |||
PPG Industries, Inc. | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
PPG | ISIN US6935061076 | 04/20/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | United States | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Elect Stephen F. Angel | Mgmt | For | For | For | |||
2 | Elect Hugh Grant | Mgmt | For | For | For | |||
3 | Elect Melanie L. Healey | Mgmt | For | For | For | |||
4 | Elect Timothy Knavish | Mgmt | For | For | For | |||
5 | Elect Guillermo Novo | Mgmt | For | For | For | |||
6 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | |||
7 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | |||
8 | Ratification of Auditor | Mgmt | For | For | For | |||
9 | Shareholder Proposal Regarding Independent Chair | ShrHoldr | Against | For | Against | |||
PulteGroup, Inc. | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
PHM | CUSIP 745867101 | 05/03/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | United States | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Elect Brian P. Anderson | Mgmt | For | For | For | |||
2 | Elect Bryce Blair | Mgmt | For | For | For | |||
3 | Elect Thomas J. Folliard | Mgmt | For | For | For | |||
4 | Elect Cheryl W. Grise | Mgmt | For | For | For | |||
5 | Elect Andre J. Hawaux | Mgmt | For | For | For | |||
6 | Elect J. Phillip Holloman | Mgmt | For | For | For | |||
7 | Elect Ryan R. Marshall | Mgmt | For | For | For | |||
8 | Elect John R. Peshkin | Mgmt | For | For | For | |||
9 | Elect Scott F. Powers | Mgmt | For | For | For | |||
10 | Elect Lila Snyder | Mgmt | For | For | For | |||
11 | Ratification of Auditor | Mgmt | For | For | For | |||
12 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | |||
13 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | |||
QUALCOMM Incorporated | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
QCOM | CUSIP 747525103 | 03/08/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | United States | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Elect Director Sylvia Acevedo | Mgmt | For | For | For | |||
2 | Elect Director Cristiano R. Amon | Mgmt | For | For | For | |||
3 | Elect Director Mark Fields | Mgmt | For | For | For | |||
4 | Elect Director Jeffrey W. Henderson | Mgmt | For | For | For | |||
5 | Elect Director Gregory N. Johnson | Mgmt | For | For | For | |||
6 | Elect Director Ann M. Livermore | Mgmt | For | For | For | |||
7 | Elect Director Mark D. McLaughlin | Mgmt | For | For | For | |||
8 | Elect Director Jamie S. Miller | Mgmt | For | For | For | |||
9 | Elect Director Irene B. Rosenfeld | Mgmt | For | For | For | |||
10 | Elect Director Kornelis (Neil) Smit | Mgmt | For | For | For | |||
11 | Elect Director Jean-Pascal Tricoire | Mgmt | For | For | For | |||
12 | Elect Director Anthony J. Vinciquerra | Mgmt | For | For | For | |||
13 | Ratify PricewaterhouseCoopers LLP as Auditors | Mgmt | For | For | For | |||
14 | Approve Omnibus Stock Plan | Mgmt | For | For | For | |||
15 | Advisory Vote to Ratify Named Executive Officers' Compensation | Mgmt | For | For | For | |||
Raytheon Technologies Corporation | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
RTX | CUSIP 75513E101 | 05/02/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | United States | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Elect Tracy A. Atkinson | Mgmt | For | For | For | |||
2 | Elect Leanne G. Caret | Mgmt | For | For | For | |||
3 | Elect Bernard A. Harris, Jr. | Mgmt | For | For | For | |||
4 | Elect Gregory J. Hayes | Mgmt | For | For | For | |||
5 | Elect George R. Oliver | Mgmt | For | For | For | |||
6 | Elect Robert K. Ortberg | Mgmt | For | For | For | |||
7 | Elect Dinesh C. Paliwal | Mgmt | For | For | For | |||
8 | Elect Ellen M. Pawlikowski | Mgmt | For | For | For | |||
9 | Elect Denise L. Ramos | Mgmt | For | For | For | |||
10 | Elect Fredric G. Reynolds | Mgmt | For | For | For | |||
11 | Elect Brian C. Rogers | Mgmt | For | For | For | |||
12 | Elect James A. Winnefeld, Jr. | Mgmt | For | For | For | |||
13 | Elect Robert O. Work | Mgmt | For | For | For | |||
14 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | |||
15 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | |||
16 | Ratification of Auditor | Mgmt | For | For | For | |||
17 | Elimination of Supermajority Requirement | Mgmt | For | For | For | |||
18 | Amendment to Articles to Limit Liability of Certain Officers | Mgmt | For | For | For | |||
19 | Shareholder Proposal Regarding Independent Chair | ShrHoldr | Against | Against | For | |||
20 | Shareholder Proposal Regarding Report on Aligning Value Chain GHG Reductions with Paris Agreement | ShrHoldr | Against | Against | For | |||
Regeneron Pharmaceuticals, Inc. | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
REGN | CUSIP 75886F107 | 06/09/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | United States | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Elect Joseph L. Goldstein | Mgmt | For | For | For | |||
2 | Elect Christine A. Poon | Mgmt | For | For | For | |||
3 | Elect Craig B. Thompson | Mgmt | For | For | For | |||
4 | Elect Huda Y. Zoghbi | Mgmt | For | For | For | |||
5 | Ratification of Auditor | Mgmt | For | For | For | |||
6 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | |||
7 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | |||
8 | Shareholder Proposal Regarding Extended Patent Exclusivities and Application for Secondary and Tertiary Patents | ShrHoldr | Against | Against | For | |||
Sanofi | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
SAN | CINS F5548N101 | 05/25/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Mix | France | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | |||
2 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | |||
3 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | |||
4 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | |||
5 | Accounts and Reports; Non Tax-Deductible Expenses | Mgmt | For | For | For | |||
6 | Consolidated Accounts and Reports | Mgmt | For | For | For | |||
7 | Allocation of Profits/Dividends | Mgmt | For | For | For | |||
8 | Elect Frederic Oudea | Mgmt | For | For | For | |||
9 | 2022 Remuneration Report | Mgmt | For | For | For | |||
10 | 2022 Remuneration of Serge Weinberg, Chair | Mgmt | For | For | For | |||
11 | 2022 Remuneration of Paul Hudson, CEO | Mgmt | For | For | For | |||
12 | 2023 Directors' Fees | Mgmt | For | For | For | |||
13 | 2023 Remuneration Policy (Board of Directors) | Mgmt | For | For | For | |||
14 | 2023 Remuneration Policy (Chair) | Mgmt | For | For | For | |||
15 | 2023 Remuneration Policy (CEO) | Mgmt | For | For | For | |||
16 | Appointment of Auditor (PwC) | Mgmt | For | For | For | |||
17 | Relocation of Corporate Headquarters | Mgmt | For | For | For | |||
18 | Authority to Repurchase and Reissue Shares | Mgmt | For | For | For | |||
19 | Authority to Cancel Shares and Reduce Capital | Mgmt | For | For | For | |||
20 | Authority to Issue Shares and Convertible Debt w/ Preemptive Rights | Mgmt | For | For | For | |||
21 | Authority to Issue Shares and Convertible Debt w/o Preemptive Rights | Mgmt | For | For | For | |||
22 | Authority to Issue Shares and/or Convertible Debt Through Private Placement | Mgmt | For | For | For | |||
23 | Authority to Issue Debt Instruments | Mgmt | For | For | For | |||
24 | Greenshoe | Mgmt | For | For | For | |||
25 | Authority to Increase Capital in Consideration for Contributions In Kind | Mgmt | For | For | For | |||
26 | Authority to Increase Capital Through Capitalisations | Mgmt | For | For | For | |||
27 | Employee Stock Purchase Plan | Mgmt | For | For | For | |||
28 | Authorisation of Legal Formalities | Mgmt | For | For | For | |||
29 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | |||
30 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | |||
31 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | |||
32 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | |||
Shell Plc | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
SHEL | CINS G80827101 | 05/23/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | United Kingdom | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | |||
2 | Accounts and Reports | Mgmt | For | For | For | |||
3 | Remuneration Policy | Mgmt | For | For | For | |||
4 | Remuneration Report | Mgmt | For | For | For | |||
5 | Elect Wael Sawan | Mgmt | For | For | For | |||
6 | Elect Cyrus Taraporevala | Mgmt | For | For | For | |||
7 | Elect Sir Charles Roxburgh | Mgmt | For | For | For | |||
8 | Elect Leena Srivastava | Mgmt | For | For | For | |||
9 | Elect Sinead Gorman | Mgmt | For | For | For | |||
10 | Elect Dick Boer | Mgmt | For | For | For | |||
11 | Elect Neil A.P. Carson | Mgmt | For | For | For | |||
12 | Elect Ann F. Godbehere | Mgmt | For | For | For | |||
13 | Elect Jane Holl Lute | Mgmt | For | For | For | |||
14 | Elect Catherine J. Hughes | Mgmt | For | For | For | |||
15 | Elect Sir Andrew Mackenzie | Mgmt | For | For | For | |||
16 | Elect Abraham Schot | Mgmt | For | For | For | |||
17 | Appointment of Auditor | Mgmt | For | For | For | |||
18 | Authority to Set Auditor's Fees | Mgmt | For | For | For | |||
19 | Authority to Issue Shares w/ Preemptive Rights | Mgmt | For | For | For | |||
20 | Authority to Issue Shares w/o Preemptive Rights | Mgmt | For | For | For | |||
21 | Authority to Repurchase Shares | Mgmt | For | For | For | |||
22 | Authority to Repurchase Shares (Off-Market) | Mgmt | For | For | For | |||
23 | Authorisation of Political Donations | Mgmt | For | For | For | |||
24 | Adoption of New Articles | Mgmt | For | For | For | |||
25 | Performance Share Plan | Mgmt | For | For | For | |||
26 | Approval of Energy Transition Progress | Mgmt | For | For | For | |||
27 | Shareholder Proposal Regarding Scope 3 GHG Target and Alignment with Paris Agreement | ShrHoldr | Against | Against | For | |||
28 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | |||
Southwest Airlines Co. | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
LUV | CUSIP 844741108 | 05/17/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | United States | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Elect David W. Biegler | Mgmt | For | For | For | |||
2 | Elect J. Veronica Biggins | Mgmt | For | Against | Against | |||
3 | Elect Douglas H. Brooks | Mgmt | For | For | For | |||
4 | Elect Eduardo F. Conrado | Mgmt | For | For | For | |||
5 | Elect William H. Cunningham | Mgmt | For | For | For | |||
6 | Elect Thomas W. Gilligan | Mgmt | For | For | For | |||
7 | Elect David P. Hess | Mgmt | For | For | For | |||
8 | Elect Robert E. Jordan | Mgmt | For | For | For | |||
9 | Elect Gary C. Kelly | Mgmt | For | For | For | |||
10 | Elect Elaine Mendoza | Mgmt | For | For | For | |||
11 | Elect John T. Montford | Mgmt | For | For | For | |||
12 | Elect Christopher P. Reynolds | Mgmt | For | For | For | |||
13 | Elect Ron Ricks | Mgmt | For | For | For | |||
14 | Elect Jill Ann Soltau | Mgmt | For | For | For | |||
15 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | |||
16 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | |||
17 | Ratification of Auditor | Mgmt | For | For | For | |||
18 | Shareholder Proposal Regarding Shareholder Ability to Remove Directors | ShrHoldr | Against | For | Against | |||
19 | Shareholder Proposal Regarding Severance Approval Policy | ShrHoldr | Against | Against | For | |||
State Street Corporation | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
STT | CUSIP 857477103 | 05/17/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | United States | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Elect Patrick de Saint-Aignan | Mgmt | For | For | For | |||
2 | Elect Marie A. Chandoha | Mgmt | For | For | For | |||
3 | Elect Donna DeMaio | Mgmt | For | For | For | |||
4 | Elect Amelia C. Fawcett | Mgmt | For | For | For | |||
5 | Elect William C. Freda | Mgmt | For | For | For | |||
6 | Elect Sara Mathew | Mgmt | For | For | For | |||
7 | Elect William L. Meaney | Mgmt | For | For | For | |||
8 | Elect Ronald P. O'Hanley | Mgmt | For | For | For | |||
9 | Elect Sean O'Sullivan | Mgmt | For | For | For | |||
10 | Elect Julio A. Portalatin | Mgmt | For | For | For | |||
11 | Elect John B. Rhea | Mgmt | For | For | For | |||
12 | Elect Gregory L. Summe | Mgmt | For | For | For | |||
13 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | |||
14 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | |||
15 | Amendment to the 2017 Stock Incentive Plan | Mgmt | For | For | For | |||
16 | Ratification of Auditor | Mgmt | For | For | For | |||
17 | Shareholder Proposal Regarding Report on Conflict of Interest | ShrHoldr | Against | Against | For | |||
Target Corporation | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
TGT | CUSIP 87612E106 | 06/14/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | United States | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Elect David P. Abney | Mgmt | For | For | For | |||
2 | Elect Douglas M. Baker, Jr. | Mgmt | For | For | For | |||
3 | Elect George S. Barrett | Mgmt | For | For | For | |||
4 | Elect Gail K. Boudreaux | Mgmt | For | For | For | |||
5 | Elect Brian C. Cornell | Mgmt | For | For | For | |||
6 | Elect Robert L. Edwards | Mgmt | For | For | For | |||
7 | Elect Donald R. Knauss | Mgmt | For | For | For | |||
8 | Elect Christine A. Leahy | Mgmt | For | For | For | |||
9 | Elect Monica C. Lozano | Mgmt | For | For | For | |||
10 | Elect Grace Puma | Mgmt | For | For | For | |||
11 | Elect Derica W. Rice | Mgmt | For | For | For | |||
12 | Elect Dmitri L. Stockton | Mgmt | For | For | For | |||
13 | Ratification of Auditor | Mgmt | For | For | For | |||
14 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | |||
15 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | |||
16 | Shareholder Proposal Regarding Independent Chair | ShrHoldr | Against | For | Against | |||
The Charles Schwab Corporation | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
SCHW | CUSIP 808513105 | 05/18/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | United States | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Elect Marianne C. Brown | Mgmt | For | Against | Against | |||
2 | Elect Frank C. Herringer | Mgmt | For | Against | Against | |||
3 | Elect Gerri Martin-Flickinger | Mgmt | For | Against | Against | |||
4 | Elect Todd M. Ricketts | Mgmt | For | Against | Against | |||
5 | Elect Carolyn Schwab-Pomerantz | Mgmt | For | Against | Against | |||
6 | Ratification of Auditor | Mgmt | For | For | For | |||
7 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | |||
8 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | |||
9 | Shareholder Proposal Regarding Median Gender and Racial Pay Equity Report | ShrHoldr | Against | Against | For | |||
10 | Shareholder Proposal Regarding Report on Board Oversight of Discrimination | ShrHoldr | Against | Against | For | |||
The Cigna Group | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
CI | CUSIP 125523100 | 04/26/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | United States | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Elect David M. Cordani | Mgmt | For | For | For | |||
2 | Elect William J. DeLaney | Mgmt | For | For | For | |||
3 | Elect Eric J. Foss | Mgmt | For | For | For | |||
4 | Elect Elder Granger | Mgmt | For | For | For | |||
5 | Elect Neesha Hathi | Mgmt | For | For | For | |||
6 | Elect George Kurian | Mgmt | For | For | For | |||
7 | Elect Kathleen M. Mazzarella | Mgmt | For | For | For | |||
8 | Elect Mark B. McClellan | Mgmt | For | For | For | |||
9 | Elect Kimberly A. Ross | Mgmt | For | For | For | |||
10 | Elect Eric C. Wiseman | Mgmt | For | For | For | |||
11 | Elect Donna F. Zarcone | Mgmt | For | For | For | |||
12 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | |||
13 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | |||
14 | Ratification of Auditor | Mgmt | For | For | For | |||
15 | Amendment to Allow Exculpation of Officers | Mgmt | For | For | For | |||
16 | Shareholder Proposal Regarding Right to Call Special Meetings | ShrHoldr | Against | For | Against | |||
17 | Shareholder Proposal Regarding Report on Political Expenditures and Values Congruency | ShrHoldr | Against | Against | For | |||
The Coca-Cola Company | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
KO | ISIN US1912161007 | 04/25/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | United States | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Elect Herbert A. Allen, III | Mgmt | For | For | For | |||
2 | Elect Marc Bolland | Mgmt | For | For | For | |||
3 | Elect Ana Patricia Botin-Sanz de Sautuola y O'Shea | Mgmt | For | For | For | |||
4 | Elect Christopher C. Davis | Mgmt | For | For | For | |||
5 | Elect Barry Diller | Mgmt | For | Against | Against | |||
6 | Elect Carolyn N. Everson | Mgmt | For | For | For | |||
7 | Elect Helene D. Gayle | Mgmt | For | For | For | |||
8 | Elect Alexis M. Herman | Mgmt | For | For | For | |||
9 | Elect Maria Elena Lagomasino | Mgmt | For | For | For | |||
10 | Elect Amity Millhiser | Mgmt | For | For | For | |||
11 | Elect James Quincey | Mgmt | For | For | For | |||
12 | Elect Caroline J. Tsay | Mgmt | For | For | For | |||
13 | Elect David B. Weinberg | Mgmt | For | For | For | |||
14 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | |||
15 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | |||
16 | Ratification of Auditor | Mgmt | For | For | For | |||
17 | Shareholder Proposal Regarding Racial Equity Audit | ShrHoldr | Against | Against | For | |||
18 | Shareholder Proposal Regarding Transparency Report on Global Public Policy and Political Influence | ShrHoldr | Against | Against | For | |||
19 | Shareholder Proposal Regarding Report on Political Expenditures and Values Congruency | ShrHoldr | Against | Against | For | |||
20 | Shareholder Proposal Regarding Independent Chair | ShrHoldr | Against | For | Against | |||
21 | Shareholder Proposal Regarding Report On Risks From State Policies Restricting Reproductive Health Care | ShrHoldr | Against | Against | For | |||
The Goldman Sachs Group, Inc. | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
GS | CUSIP 38141G104 | 04/26/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | United States | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Elect M. Michele Burns | Mgmt | For | For | For | |||
2 | Elect Mark Flaherty | Mgmt | For | For | For | |||
3 | Elect Kimberley Harris | Mgmt | For | For | For | |||
4 | Elect Kevin R. Johnson | Mgmt | For | For | For | |||
5 | Elect Ellen J. Kullman | Mgmt | For | For | For | |||
6 | Elect Lakshmi N. Mittal | Mgmt | For | Against | Against | |||
7 | Elect Adebayo O. Ogunlesi | Mgmt | For | For | For | |||
8 | Elect Peter Oppenheimer | Mgmt | For | For | For | |||
9 | Elect David M. Solomon | Mgmt | For | For | For | |||
10 | Elect Jan E. Tighe | Mgmt | For | For | For | |||
11 | Elect Jessica Uhl | Mgmt | For | For | For | |||
12 | Elect David A. Viniar | Mgmt | For | For | For | |||
13 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | |||
14 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | |||
15 | Ratification of Auditor | Mgmt | For | For | For | |||
16 | Shareholder Proposal Regarding Lobbying Report | ShrHoldr | Against | Against | For | |||
17 | Shareholder Proposal Regarding Independent Chair | ShrHoldr | Against | Against | For | |||
18 | Shareholder Proposal Regarding Third-Party Review for Congruency of China-focused ETFs | ShrHoldr | Against | Against | For | |||
19 | Shareholder Proposal Regarding a Racial Equity Audit | ShrHoldr | Against | Against | For | |||
20 | Shareholder Proposal Regarding Fossil Fuel Lending and Underwriting Policy | ShrHoldr | Against | Against | For | |||
21 | Shareholder Proposal Regarding Absolute GHG Reduction Targets | ShrHoldr | Against | Against | For | |||
22 | Shareholder Proposal Regarding Transition Plan Report for Financing Activities | ShrHoldr | Against | Against | For | |||
23 | Shareholder Proposal Regarding Median Gender and Racial Pay Equity Report | ShrHoldr | Against | Against | For | |||
The PNC Financial Services Group, Inc. | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
PNC | CUSIP 693475105 | 04/26/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | United States | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Elect Joseph Alvarado | Mgmt | For | For | For | |||
2 | Elect Debra A. Cafaro | Mgmt | For | For | For | |||
3 | Elect Marjorie Rodgers Cheshire | Mgmt | For | For | For | |||
4 | Elect William S. Demchak | Mgmt | For | For | For | |||
5 | Elect Andrew T. Feldstein | Mgmt | For | For | For | |||
6 | Elect Richard J. Harshman | Mgmt | For | For | For | |||
7 | Elect Daniel R. Hesse | Mgmt | For | Against | Against | |||
8 | Elect Renu Khator | Mgmt | For | For | For | |||
9 | Elect Linda R. Medler | Mgmt | For | For | For | |||
10 | Elect Robert A. Niblock | Mgmt | For | For | For | |||
11 | Elect Martin Pfinsgraff | Mgmt | For | For | For | |||
12 | Elect Bryan S. Salesky | Mgmt | For | For | For | |||
13 | Elect Toni Townes-Whitley | Mgmt | For | For | For | |||
14 | Ratification of Auditor | Mgmt | For | For | For | |||
15 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | |||
16 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | |||
The Procter & Gamble Company | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
PG | CINS 742718109 | 10/11/2022 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | USA | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Ratify Deloitte & Touche LLP as Auditors | Mgmt | For | For | For | |||
2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Mgmt | For | For | For | |||
3 | Elect Director B. Marc Allen | Mgmt | For | For | For | |||
4 | Elect Director Angela F. Braly | Mgmt | For | For | For | |||
5 | Elect Director Amy L. Chang | Mgmt | For | For | For | |||
6 | Elect Director Joseph Jimenez | Mgmt | For | For | For | |||
7 | Elect Director Christopher Kempczinski | Mgmt | For | For | For | |||
8 | Elect Director Debra L. Lee | Mgmt | For | For | For | |||
9 | Elect Director Terry J. Lundgren | Mgmt | For | For | For | |||
10 | Elect Director Christine M. McCarthy | Mgmt | For | For | For | |||
11 | Elect Director Jon R. Moeller | Mgmt | For | For | For | |||
12 | Elect Director Rajesh Subramaniam | Mgmt | For | For | For | |||
13 | Elect Director Patricia A. Woertz | Mgmt | For | For | For | |||
Thermo Fisher Scientific Inc. | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
TMO | CUSIP 883556102 | 05/24/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | United States | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Elect Marc N. Casper | Mgmt | For | For | For | |||
2 | Elect Nelson J. Chai | Mgmt | For | For | For | |||
3 | Elect Ruby R. Chandy | Mgmt | For | For | For | |||
4 | Elect C. Martin Harris | Mgmt | For | For | For | |||
5 | Elect Tyler Jacks | Mgmt | For | For | For | |||
6 | Elect R. Alexandra Keith | Mgmt | For | For | For | |||
7 | Elect James C. Mullen | Mgmt | For | For | For | |||
8 | Elect Lars R. Sorensen | Mgmt | For | For | For | |||
9 | Elect Debora L. Spar | Mgmt | For | For | For | |||
10 | Elect Scott M. Sperling | Mgmt | For | For | For | |||
11 | Elect Dion J. Weisler | Mgmt | For | For | For | |||
12 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | |||
13 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | |||
14 | Ratification of Auditor | Mgmt | For | For | For | |||
15 | Amendment to the 2013 Stock Incentive Plan | Mgmt | For | For | For | |||
16 | Approval of the 2023 Employee Stock Purchase Plan | Mgmt | For | For | For | |||
T-Mobile US, Inc. | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
TMUS | CUSIP 872590104 | 06/16/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | United States | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1.1 | Elect Andre Almeida | Mgmt | For | Withhold | Against | |||
1.2 | Elect Marcelo Claure | Mgmt | For | Withhold | Against | |||
1.3 | Elect Srikant M. Datar | Mgmt | For | Withhold | Against | |||
1.4 | Elect Srinivasan Gopalan | Mgmt | For | Withhold | Against | |||
1.5 | Elect Timotheus Hottges | Mgmt | For | Withhold | Against | |||
1.6 | Elect Christian P. Illek | Mgmt | For | Withhold | Against | |||
1.7 | Elect Raphael Kubler | Mgmt | For | Withhold | Against | |||
1.8 | Elect Thorsten Langheim | Mgmt | For | Withhold | Against | |||
1.9 | Elect Dominique Leroy | Mgmt | For | Withhold | Against | |||
1.10 | Elect Letitia A. Long | Mgmt | For | Withhold | Against | |||
1.11 | Elect G. Michael Sievert | Mgmt | For | Withhold | Against | |||
1.12 | Elect Teresa A. Taylor | Mgmt | For | Withhold | Against | |||
1.13 | Elect Kelvin R. Westbrook | Mgmt | For | Withhold | Against | |||
2 | Ratification of Auditor | Mgmt | For | For | For | |||
3 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | |||
4 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 3 Years | 1 Year | Against | |||
5 | Approval of the 2023 Incentive Award Plan | Mgmt | For | For | For | |||
6 | Amendment to the 2014 Employee Stock Purchase Plan | Mgmt | For | For | For | |||
Union Pacific Corporation | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
UNP | CUSIP 907818108 | 05/18/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | United States | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Elect William J. DeLaney | Mgmt | For | For | For | |||
2 | Elect David B. Dillon | Mgmt | For | For | For | |||
3 | Elect Sheri H. Edison | Mgmt | For | For | For | |||
4 | Elect Teresa M. Finley | Mgmt | For | For | For | |||
5 | Elect Lance M. Fritz | Mgmt | For | For | For | |||
6 | Elect Deborah C. Hopkins | Mgmt | For | For | For | |||
7 | Elect Jane H. Lute | Mgmt | For | For | For | |||
8 | Elect Michael R. McCarthy | Mgmt | For | For | For | |||
9 | Elect Jose H. Villarreal | Mgmt | For | For | For | |||
10 | Elect Christopher J. Williams | Mgmt | For | For | For | |||
11 | Ratification of Auditor | Mgmt | For | For | For | |||
12 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | |||
13 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | |||
14 | Shareholder Proposal Regarding Independent Chair | ShrHoldr | Against | Against | For | |||
15 | Shareholder Proposal Regarding Shareholder Approval of Advance Notice Provisions | ShrHoldr | Against | Against | For | |||
16 | Shareholder Proposal Regarding Paid Sick Leave | ShrHoldr | Against | Against | For | |||
United Rentals, Inc. | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
URI | CUSIP 911363109 | 05/04/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | United States | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Elect Jose B. Alvarez | Mgmt | For | For | For | |||
2 | Elect Marc A. Bruno | Mgmt | For | For | For | |||
3 | Elect Larry D. De Shon | Mgmt | For | For | For | |||
4 | Elect Matthew J. Flannery | Mgmt | For | For | For | |||
5 | Elect Bobby J. Griffin | Mgmt | For | For | For | |||
6 | Elect Kim Harris Jones | Mgmt | For | For | For | |||
7 | Elect Terri L. Kelly | Mgmt | For | For | For | |||
8 | Elect Michael J. Kneeland | Mgmt | For | For | For | |||
9 | Elect Francisco J. Lopez-Balboa | Mgmt | For | For | For | |||
10 | Elect Gracia C. Martore | Mgmt | For | For | For | |||
11 | Elect Shiv Singh | Mgmt | For | For | For | |||
12 | Ratification of Auditor | Mgmt | For | For | For | |||
13 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | |||
14 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | |||
15 | Reduce Ownership Threshold to Initiate Written Consent | Mgmt | For | For | For | |||
16 | Shareholder Proposal Regarding Reducing Ownership Threshold Required to Act by Written Consent | ShrHoldr | Against | Against | For | |||
Valero Energy Corporation | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
VLO | CUSIP 91913Y100 | 05/09/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | United States | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Elect Fred M. Diaz | Mgmt | For | For | For | |||
2 | Elect H. Paulett Eberhart | Mgmt | For | For | For | |||
3 | Elect Marie A. Ffolkes | Mgmt | For | For | For | |||
4 | Elect Joseph W. Gorder | Mgmt | For | For | For | |||
5 | Elect Kimberly S. Greene | Mgmt | For | For | For | |||
6 | Elect Deborah P. Majoras | Mgmt | For | For | For | |||
7 | Elect Eric D. Mullins | Mgmt | For | For | For | |||
8 | Elect Donald L. Nickles | Mgmt | For | For | For | |||
9 | Elect Robert A. Profusek | Mgmt | For | For | For | |||
10 | Elect Randall J. Weisenburger | Mgmt | For | For | For | |||
11 | Elect Rayford Wilkins Jr. | Mgmt | For | For | For | |||
12 | Ratification of Auditor | Mgmt | For | For | For | |||
13 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | |||
14 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | |||
15 | Shareholder Proposal Regarding Report on Climate Transition Plan and GHG Targets | ShrHoldr | Against | Against | For | |||
16 | Shareholder Proposal Regarding a Racial Equity Audit | ShrHoldr | Against | Against | For | |||
Vontier Corporation | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
VNT | CUSIP 928881101 | 05/22/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | United States | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Elect Gloria R. Boyland | Mgmt | For | For | For | |||
2 | Elect Christopher J. Klein | Mgmt | For | For | For | |||
3 | Elect Maryrose T. Sylvester | Mgmt | For | For | For | |||
4 | Ratification of Auditor | Mgmt | For | For | For | |||
5 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | |||
Vornado Realty Trust | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
VNO | CUSIP 929042109 | 05/18/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | United States | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1.1 | Elect Steven Roth | Mgmt | For | For | For | |||
1.2 | Elect Candace K. Beinecke | Mgmt | For | For | For | |||
1.3 | Elect Michael D. Fascitelli | Mgmt | For | For | For | |||
1.4 | Elect Beatrice Bassey | Mgmt | For | For | For | |||
1.5 | Elect William W. Helman IV | Mgmt | For | For | For | |||
1.6 | Elect David Mandelbaum | Mgmt | For | For | For | |||
1.7 | Elect Raymond J. McGuire | Mgmt | For | For | For | |||
1.8 | Elect Mandakini Puri | Mgmt | For | For | For | |||
1.9 | Elect Daniel R. Tisch | Mgmt | For | For | For | |||
1.10 | Elect Russell B. Wight, Jr. | Mgmt | For | For | For | |||
2 | Ratification of Auditor | Mgmt | For | For | For | |||
3 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | |||
4 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | |||
5 | Approval of the 2023 Omnibus Share Plan | Mgmt | For | For | For | |||
Walmart Inc. | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
WMT | CUSIP 931142103 | 05/31/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | United States | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Elect Cesar Conde | Mgmt | For | For | For | |||
2 | Elect Timothy P. Flynn | Mgmt | For | For | For | |||
3 | Elect Sarah J. Friar | Mgmt | For | For | For | |||
4 | Elect Carla A. Harris | Mgmt | For | For | For | |||
5 | Elect Thomas W. Horton | Mgmt | For | For | For | |||
6 | Elect Marissa A. Mayer | Mgmt | For | For | For | |||
7 | Elect C. Douglas McMillon | Mgmt | For | For | For | |||
8 | Elect Gregory B. Penner | Mgmt | For | For | For | |||
9 | Elect Randall L. Stephenson | Mgmt | For | For | For | |||
10 | Elect S. Robson Walton | Mgmt | For | For | For | |||
11 | Elect Steuart L. Walton | Mgmt | For | For | For | |||
12 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | |||
13 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | |||
14 | Ratification of Auditor | Mgmt | For | For | For | |||
15 | Shareholder Proposal Regarding Employee Salary Considerations When Setting Executive Compensation | ShrHoldr | Against | Against | For | |||
16 | Shareholder Proposal Regarding Human Rights Due Diligence Process Report | ShrHoldr | Against | Against | For | |||
17 | Shareholder Proposal Regarding Racial Equity Audit | ShrHoldr | Against | Against | For | |||
18 | Shareholder Proposal Regarding Racial and Gender Layoff Diversity Report | ShrHoldr | Against | Against | For | |||
19 | Shareholder Proposal Regarding Shareholder Approval of Advance Notice Provisions | ShrHoldr | Against | Against | For | |||
20 | Shareholder Proposal Regarding Report on Risks from Abortion-Related Information Requests | ShrHoldr | Against | Against | For | |||
21 | Shareholder Proposal Regarding Report on Corporate Operations with China | ShrHoldr | Against | Against | For | |||
22 | Shareholder Proposal Regarding Third-Party Audit of Policies on Workplace Safety and Violence | ShrHoldr | Against | Against | For |
Pursuant to the requirements of the Investment Company Act of 1940,the registrant has duly caused this report to be signed on its behalf by the undersigned,thereunto duly authorised. | ||
Registrant: | Putnam Large Cap Value Fund | |
By: | /s/Stephen J. Tate | |
Name: | Stephen J. Tate | |
Title: | Vice President, Chief Legal Officer of Putnam Large Cap Value Fund | |
Date: | August 23, 2023 | |