N-PX 1 filing6738.htm PRIMARY DOCUMENT

FORM N-PX

ANNUAL REPORT OF PROXY VOTING RECORD OF REGISTERED MANAGEMENT INVESTMENT COMPANY



INVESTMENT COMPANY ACT FILE NUMBER: 811-03010

EXACT NAME OF REGISTRANT AS SPECIFIED IN CHARTER: Fidelity Advisor Series VII

245 SUMMER STREET, BOSTON, MA 02210
(ADDRESS OF PRINCIPAL EXECUTIVE OFFICES)(ZIP CODE)

MARGARET CAREY, SECRETARY AND CHIEF LEGAL OFFICER, 245 SUMMER STREET, BOSTON, MA 02210
(NAME AND ADDRESS OF AGENT FOR SERVICE)

REGISTRANT'S TELEPHONE NUMBER, INCLUDING AREA CODE: 617-563-7000

DATE OF FISCAL YEAR END: 7/31

DATE OF REPORTING PERIOD: 07/01/2022 - 06/30/2023

SIGNATURES

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, THERE UNTO DULY AUTHORIZED.

Fidelity Advisor Series VII

BY: /s/STACIE M. SMITH*
STACIE M. SMITH, TREASURER
DATE: 08/10/2023 02:33:36 PM

*BY: /s/ MARK LUNDVALL
MARK LUNDVALL, VICE PRESIDENT, FIDELITY MANAGEMENT & RESEARCH COMPANY, PURSUANT TO A POWER OF ATTORNEY DATED JUNE 1, 2021 AND FILED HEREWITH.


VOTE SUMMARY REPORT
FIDELITY ADVISOR BIOTECHNOLOGY FUND
07/01/2022 - 06/30/2023

Note:  The Security ID will be the CUSIP (Committee on Uniform Securities Identification Procedures) when available. When CUSIP is not available, an alternate identifier, e.g., CINS, will be provided.

 
ABBVIE INC.
MEETING DATE:  MAY 05, 2023
TICKER:  ABBV       SECURITY ID:  00287Y109
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Robert J. Alpern Management For For
1.2 Elect Director Melody B. Meyer Management For For
1.3 Elect Director Frederick H. Waddell Management For For
2 Ratify Ernst & Young LLP as Auditors Management For For
3 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
4 Eliminate Supermajority Vote Requirement Management For For
5 Adopt Simple Majority Vote Shareholder Against For
6 Report on Congruency of Political Spending with Company Values and Priorities Shareholder Against Against
7 Report on Lobbying Payments and Policy Shareholder Against Against
8 Report on Impact of Extended Patent Exclusivities on Product Access Shareholder Against Against
 
AEROVATE THERAPEUTICS, INC.
MEETING DATE:  JUN 06, 2023
TICKER:  AVTE       SECURITY ID:  008064107
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Allison Dorval Management For Withhold
1.2 Elect Director Joshua Resnick Management For Withhold
2 Ratify KPMG LLP as Auditors Management For For
 
ALKERMES PLC
MEETING DATE:  JUN 29, 2023
TICKER:  ALKS       SECURITY ID:  G01767105
Proposal No Proposal Proposed By Management Recommendation Vote Cast
Management Universal Proxy (White Proxy Card)
Proposal No Proposal Proposed By Dissident Recommendation Vote Cast
From the Combined List of Management & Dissident Nominees - Elect 7 Directors
1A Elect Management Nominee Director Emily Peterson Alva Management For For
1B Elect Management Nominee Director Shane M. Cooke Management For For
1C Elect Management Nominee Director Richard B. Gaynor Management For For
1D Elect Management Nominee Director Cato T. Laurencin Management For For
1E Elect Management Nominee Director Brian P. McKeon Management For For
1F Elect Management Nominee Director Richard F. Pops Management For For
1G Elect Management Nominee Director Christopher I. Wright Management For For
1H Elect Dissident Nominee Director Patrice Bonfiglio Shareholder Withhold Withhold
1I Elect Dissident Nominee Director Alexander J. Denner Shareholder Withhold Withhold
1J Elect Dissident Nominee Director Sarah J. Schlesinger Shareholder Withhold Withhold
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Approve PricewaterhouseCoopers LLP as Auditors and Authorize Board to Fix Their Remuneration Management For For
4 Amend Omnibus Stock Plan Management For For
5 Renew the Board's Authority to Issue Shares Under Irish Law Management For For
6 Renew the Board's Authority to Opt-Out of Statutory Pre-Emptions Rights Management For For
Proposal No Proposal Proposed By Dissident Recommendation Vote Cast
Dissident Universal Proxy (Blue Proxy Card)
Proposal No Proposal Proposed By Dissident Recommendation Vote Cast
From the Combined List of Management & Dissident Nominees - Elect 7 Directors
SARISSA NOMINEES
1A Elect Dissident Nominee Director Patrice Bonfiglio Shareholder For Did Not Vote
1B Elect Dissident Nominee Director Alexander J. Denner Shareholder For Did Not Vote
1C Elect Dissident Nominee Director Sarah J. Schlesinger Shareholder For Did Not Vote
UNOPPOSED COMPANY NOMINEES
1D Elect Management Nominee Director Emily Peterson Alva Management For Did Not Vote
1E Elect Management Nominee Director Cato T. Laurencin Management For Did Not Vote
1F Elect Management Nominee Director Brian P. McKeon Management For Did Not Vote
1G Elect Management Nominee Director Christopher I. Wright Management For Did Not Vote
OPPOSED COMPANY NOMINEES
1H Elect Management Nominee Director Shane M. Cooke Management Withhold Did Not Vote
1I Elect Management Nominee Director Richard B. Gaynor Management Withhold Did Not Vote
1J Elect Management Nominee Director Richard F. Pops Management Withhold Did Not Vote
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management Against Did Not Vote
3 Approve PricewaterhouseCoopers LLP as Auditors and Authorize Board to Fix Their Remuneration Management For Did Not Vote
4 Amend Omnibus Stock Plan Management For Did Not Vote
5 Renew the Board's Authority to Issue Shares Under Irish Law Management For Did Not Vote
6 Renew the Board's Authority to Opt-Out of Statutory Pre-Emptions Rights Management For Did Not Vote
 
ALNYLAM PHARMACEUTICALS, INC.
MEETING DATE:  MAY 18, 2023
TICKER:  ALNY       SECURITY ID:  02043Q107
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Michael W. Bonney Management For For
1b Elect Director Yvonne L. Greenstreet Management For For
1c Elect Director Phillip A. Sharp Management For For
1d Elect Director Elliott Sigal Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Advisory Vote on Say on Pay Frequency Management One Year One Year
4 Ratify PricewaterhouseCoopers LLP as Auditors Management For For
 
ALX ONCOLOGY HOLDINGS, INC.
MEETING DATE:  JUN 16, 2023
TICKER:  ALXO       SECURITY ID:  00166B105
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Scott Garland Management For For
1.2 Elect Director Rekha Hemrajani Management For For
1.3 Elect Director Jaume Pons Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Ratify KPMG LLP as Auditors Management For For
 
ARCELLX, INC.
MEETING DATE:  JUN 13, 2023
TICKER:  ACLX       SECURITY ID:  03940C100
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Ali Behbahani Management For Withhold
1.2 Elect Director Derek Yoon Management For For
2 Amend Certificate of Incorporation to Reflect New Delaware Law Provisions Regarding Officer Exculpation Management For For
3 Ratify Ernst & Young LLP as Auditors Management For For
 
ARCUTIS BIOTHERAPEUTICS, INC.
MEETING DATE:  MAY 31, 2023
TICKER:  ARQT       SECURITY ID:  03969K108
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Patrick J. Heron Management For For
1b Elect Director Neha Krishnamohan Management For For
1c Elect Director Todd Franklin Watanabe Management For For
2 Ratify Ernst & Young LLP as Auditors Management For For
3 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
 
ARGENX SE
MEETING DATE:  SEP 08, 2022
TICKER:  ARGX       SECURITY ID:  04016X101
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1 Open Meeting Management None None
2 Elect Camilla Sylvest as Non-Executive Director Management For For
3 Other Business (Non-Voting) Management None None
4 Close Meeting Management None None
 
ARGENX SE
MEETING DATE:  DEC 12, 2022
TICKER:  ARGX       SECURITY ID:  04016X101
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1 Open Meeting Management None None
2 Elect Ana Cespedes as Non-Executive Director Management For For
3 Other Business (Non-Voting) Management None None
4 Close Meeting Management None None
 
ARGENX SE
MEETING DATE:  MAY 02, 2023
TICKER:  ARGX       SECURITY ID:  04016X101
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1 Open Meeting Management None None
2 Receive Report of Management Board (Non-Voting) Management None None
3 Approve Remuneration Report Management For Against
4.a Discuss Annual Report for FY 2022 Management None None
4.b Adopt Financial Statements and Statutory Reports Management For For
4.c Discussion on Company's Corporate Governance Structure Management None None
4.d Approve Allocation of Losses to the Retained Earnings of the Company Management For For
4.e Approve Discharge of Directors Management For For
5 Reelect Don deBethizy as Non-Executive Director Management For Against
6 Grant Board Authority to Issue Shares Up To 10 Percent of Issued Capital and Exclude Pre-emptive Rights Management For For
7 Ratify Deloitte Accountants B.V. as Auditors Management For For
8 Other Business (Non-Voting) Management None None
9 Close Meeting Management None None
 
ARVINAS, INC.
MEETING DATE:  JUN 15, 2023
TICKER:  ARVN       SECURITY ID:  04335A105
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Sunil Agarwal Management For For
1.2 Elect Director Leslie V. Norwalk Management For Withhold
1.3 Elect Director John Young Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For Against
3 Ratify Deloitte & Touche LLP as Auditors Management For For
 
ASCENDIS PHARMA A/S
MEETING DATE:  SEP 09, 2022
TICKER:  ASND       SECURITY ID:  04351P101
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1 Elect Chairman of Meeting Management For For
2a Elect William Carl Fairey Jr. as New Director Management For For
2b Elect Siham Imani as New Director Management For For
3 Authorize Editorial Changes to Adopted Resolutions in Connection with Registration with Danish Authorities Management For For
 
ASCENDIS PHARMA A/S
MEETING DATE:  MAY 30, 2023
TICKER:  ASND       SECURITY ID:  04351P101
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1 Elect Chairman of Meeting Management For For
2 Approve Company Activity Report Management For For
3 Accept Financial Statements and Statutory Reports; Approve Discharge of Management and Board Management For For
4 Approve Treatment of Net Loss Management For For
5.1 Reelect Jan Moller Mikkelsen as Director For Two Years Term Management For For
5.2 Reelect Lisa Morrison as Director For Two Years Term Management For For
5.3 Reelect Bill Fairey as Director For Two Years Term Management For For
5.4 Reelect Siham Imani as Director For Two Years Term Management For For
6 Ratify Deloitte as Auditors Management For For
7 Authorize Share Repurchase Program Management For For
 
ASTRIA THERAPEUTICS, INC.
MEETING DATE:  JUN 02, 2023
TICKER:  ATXS       SECURITY ID:  04635X102
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Kenneth Bate Management For Withhold
1.2 Elect Director Joanne Beck Management For Withhold
1.3 Elect Director Hugh Cole Management For Withhold
2 Amend Omnibus Stock Plan Management For Against
3 Amend Certificate of Incorporation to Reflect New Delaware Law Provisions Regarding Officer Exculpation Management For For
4 Ratify Ernst & Young LLP as Auditors Management For For
5 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
 
AXSOME THERAPEUTICS, INC.
MEETING DATE:  JUN 02, 2023
TICKER:  AXSM       SECURITY ID:  05464T104
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1 Elect Director Mark Saad Management For Withhold
2 Ratify Ernst & Young LLP as Auditors Management For For
3 Approve Qualified Employee Stock Purchase Plan Management For For
4 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
 
BIOGEN INC.
MEETING DATE:  JUN 26, 2023
TICKER:  BIIB       SECURITY ID:  09062X103
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Alexander J. Denner - Withdrawn Management None None
1b Elect Director Caroline D. Dorsa Management For Against
1c Elect Director Maria C. Freire Management For Against
1d Elect Director William A. Hawkins Management For Against
1e Elect Director William D. Jones- Withdrawn Management None None
1f Elect Director Jesus B. Mantas Management For Against
1g Elect Director Richard C. Mulligan- Withdrawn Management None None
1h Elect Director Eric K. Rowinsky Management For Against
1i Elect Director Stephen A. Sherwin Management For Against
1j Elect Director Christopher A. Viehbacher Management For For
2 Ratify PricewaterhouseCoopers LLP as Auditors Management For For
3 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
4 Advisory Vote on Say on Pay Frequency Management One Year One Year
5 Elect Director Susan K. Langer Management For Against
 
BIOHAVEN LTD.
MEETING DATE:  MAY 02, 2023
TICKER:  BHVN       SECURITY ID:  G1110E107
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Michael T. Heffernan Management For For
1b Elect Director Irina A. Antonijevic Management For For
1c Elect Director Robert J. Hugin Management For For
2 Ratify Ernst & Young LLP as Auditors Management For For
 
BLUEPRINT MEDICINES CORPORATION
MEETING DATE:  JUN 21, 2023
TICKER:  BPMC       SECURITY ID:  09627Y109
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Alexis Borisy Management For Withhold
1.2 Elect Director Lonnel Coats Management For For
1.3 Elect Director Kathryn Haviland Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Ratify Ernst & Young LLP as Auditors Management For For
 
CELLDEX THERAPEUTICS, INC.
MEETING DATE:  JUN 15, 2023
TICKER:  CLDX       SECURITY ID:  15117B202
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Karen L. Shoos Management For For
1b Elect Director Anthony S. Marucci Management For For
1c Elect Director Keith L. Brownlie Management For For
1d Elect Director Cheryl L. Cohen Management For For
1e Elect Director Herbert J. Conrad Management For For
1f Elect Director Rita I. Jain Management For For
1g Elect Director James J. Marino Management For For
1h Elect Director Garry A. Neil Management For For
1i Elect Director Harry H. Penner, Jr. Management For For
2 Ratify PricewaterhouseCoopers LLP as Auditors Management For For
3 Amend Omnibus Stock Plan Management For Against
4 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
5 Advisory Vote on Say on Pay Frequency Management One Year One Year
 
CENTURY THERAPEUTICS, INC.
MEETING DATE:  JUN 27, 2023
TICKER:  IPSC       SECURITY ID:  15673T100
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Cynthia Butitta Management For For
1.2 Elect Director Timothy Walbert Management For For
1.3 Elect Director Alessandro Riva Management For For
2 Ratify Ernst & Young LLP as Auditors Management For For
 
CEREVEL THERAPEUTICS HOLDINGS, INC.
MEETING DATE:  JUN 07, 2023
TICKER:  CERE       SECURITY ID:  15678U128
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Marijn Dekkers Management For For
1.2 Elect Director Deval Patrick Management For For
1.3 Elect Director Norbert G. Riedel Management For For
1.4 Elect Director Gabrielle Sulzberger Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Ratify Ernst & Young LLP as Auditors Management For For
 
CYTEIR THERAPEUTICS, INC.
MEETING DATE:  JUN 14, 2023
TICKER:  CYT       SECURITY ID:  23284P103
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Racquel Bracken Management For For
1b Elect Director Jean George Management For For
1c Elect Director Timothy Romberger Management For For
2 Ratify Ernst & Young LLP as Auditors Management For For
 
CYTOKINETICS, INCORPORATED
MEETING DATE:  MAY 10, 2023
TICKER:  CYTK       SECURITY ID:  23282W605
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Edward M. Kaye Management For For
1b Elect Director Wendell Wierenga Management For For
1c Elect Director Nancy J. Wysenski Management For For
2 Amend Certificate of Incorporation to Permit the Exculpation of the Company's Directors Management For For
3 Amend Certificate of Incorporation to Permit the Exculpation of the Company's Senior Officers Management For For
4 Ratify Ernst & Young LLP as Auditors Management For For
5 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
6 Advisory Vote on Say on Pay Frequency Management One Year One Year
 
DAY ONE BIOPHARMACEUTICALS, INC.
MEETING DATE:  JUN 22, 2023
TICKER:  DAWN       SECURITY ID:  23954D109
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Scott Garland Management For For
1.2 Elect Director John Josey Management For For
2 Ratify Ernst & Young LLP as Auditors Management For For
3 Amend Certificate of Incorporation to Reflect New Delaware Law Provisions Regarding Officer Exculpation Management For For
 
DICE THERAPEUTICS, INC.
MEETING DATE:  JUN 07, 2023
TICKER:  DICE       SECURITY ID:  23345J104
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Jim Scopa Management For Withhold
1.2 Elect Director Jake Simson Management For Withhold
2 Ratify Ernst & Young LLP as Auditors Management For For
3 Amend Certificate of Incorporation to Permit the Exculpation of Officers Management For For
 
EDGEWISE THERAPEUTICS, INC.
MEETING DATE:  JUN 09, 2023
TICKER:  EWTX       SECURITY ID:  28036F105
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Laura Brege Management For Withhold
1.2 Elect Director Badreddin Edris Management For Withhold
1.3 Elect Director Jonathan Root Management For Withhold
2 Ratify KPMG LLP as Auditors Management For For
 
ENLIVEN THERAPEUTICS, INC.
MEETING DATE:  JUN 23, 2023
TICKER:  ELVN       SECURITY ID:  29337E102
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Richard Heyman Management For For
1.2 Elect Director Samuel Kintz Management For For
2 Ratify Deloitte & Touche LLP as Auditors Management For For
 
ENLIVEN THERAPEUTICS, INC.
MEETING DATE:  JUN 23, 2023
TICKER:  ELVN       SECURITY ID:  FHF334000
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Richard Heyman Management For For
1.2 Elect Director Samuel Kintz Management For For
2 Ratify Deloitte & Touche LLP as Auditors Management For For
 
EXACT SCIENCES CORPORATION
MEETING DATE:  JUN 08, 2023
TICKER:  EXAS       SECURITY ID:  30063P105
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director D. Scott Coward Management For For
1b Elect Director James Doyle Management For For
1c Elect Director Freda Lewis-Hall Management For For
1d Elect Director Kathleen Sebelius Management For For
2 Ratify PricewaterhouseCoopers LLP as Auditors Management For For
3 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
4 Advisory Vote on Say on Pay Frequency Management One Year One Year
5 Declassify the Board of Directors Management For For
6 Amend Omnibus Stock Plan Management For For
 
FUSION PHARMACEUTICALS INC.
MEETING DATE:  JUN 14, 2023
TICKER:  FUSN       SECURITY ID:  36118A100
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Donald Bergstrom Management For For
1.2 Elect Director Pablo Cagnoni Management For For
1.3 Elect Director Johan Christenson Management For For
1.4 Elect Director Barbara Duncan Management For For
1.5 Elect Director Steve Gannon Management For For
1.6 Elect Director Chau Q. Khuong Management For For
1.7 Elect Director Philina Lee Management For For
1.8 Elect Director Heather Preston Management For For
1.9 Elect Director John Valliant Management For For
2 Ratify PricewaterhouseCoopers LLP as Auditors Management For For
 
FUSION PHARMACEUTICALS INC.
MEETING DATE:  JUN 14, 2023
TICKER:  FUSN       SECURITY ID:  JQW154000
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Donald Bergstrom Management For For
1.2 Elect Director Pablo Cagnoni Management For For
1.3 Elect Director Johan Christenson Management For For
1.4 Elect Director Barbara Duncan Management For For
1.5 Elect Director Steve Gannon Management For For
1.6 Elect Director Chau Q. Khuong Management For For
1.7 Elect Director Philina Lee Management For For
1.8 Elect Director Heather Preston Management For For
1.9 Elect Director John Valliant Management For For
2 Ratify PricewaterhouseCoopers LLP as Auditors Management For For
 
GH RESEARCH PLC
MEETING DATE:  SEP 22, 2022
TICKER:  GHRS       SECURITY ID:  G3855L106
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Florian Schonharting as Director Management For Against
1.2 Elect Michael Forer as Director Management For Against
1.3 Elect Dermot Hanley as Director Management For For
1.4 Elect Duncan Moore as Director Management For For
2 Accept Financial Statements and Statutory Reports and Review the Company's Affairs Management For For
3 Ratify PricewaterhouseCoopers Ireland as Auditors and Authorise Their Remuneration Management For For
 
GILEAD SCIENCES, INC.
MEETING DATE:  MAY 03, 2023
TICKER:  GILD       SECURITY ID:  375558103
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Jacqueline K. Barton Management For For
1b Elect Director Jeffrey A. Bluestone Management For For
1c Elect Director Sandra J. Horning Management For For
1d Elect Director Kelly A. Kramer Management For For
1e Elect Director Kevin E. Lofton Management For For
1f Elect Director Harish Manwani Management For For
1g Elect Director Daniel P. O'Day Management For For
1h Elect Director Javier J. Rodriguez Management For For
1i Elect Director Anthony Welters Management For For
2 Ratify Ernst & Young LLP as Auditors Management For For
3 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
4 Advisory Vote on Say on Pay Frequency Management One Year One Year
5 Amend Qualified Employee Stock Purchase Plan Management For For
6 Require More Director Nominations Than Open Seats Shareholder Against Against
7 Amend Right to Call Special Meeting Shareholder Against Against
8 Report on Impact of Extended Patent Exclusivities on Product Access Shareholder Against Against
 
ICOSAVAX, INC.
MEETING DATE:  JUN 06, 2023
TICKER:  ICVX       SECURITY ID:  45114M109
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Heidi Kunz Management For Withhold
1.2 Elect Director Adam Simpson Management For Withhold
2 Ratify Ernst & Young LLP as Auditors Management For For
 
IKENA ONCOLOGY, INC.
MEETING DATE:  JUN 09, 2023
TICKER:  IKNA       SECURITY ID:  45175G108
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director David Bonita Management For Withhold
1.2 Elect Director Jean-Francois Formela Management For Withhold
1.3 Elect Director Richard Wooster Management For Withhold
2 Ratify Ernst & Young LLP as Auditors Management For For
 
IMARA INC.
MEETING DATE:  FEB 22, 2023
TICKER:  IMRA       SECURITY ID:  45249V107
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1 Issue Shares in Connection with Merger Management For For
2 Increase Authorized Common Stock Management For For
3 Approve Reverse Stock Split Management For For
4 Amend Omnibus Stock Plan Management For Against
5 Amend Qualified Employee Stock Purchase Plan Management For For
6 Adjourn Meeting Management For For
 
INTRA-CELLULAR THERAPIES, INC.
MEETING DATE:  JUN 23, 2023
TICKER:  ITCI       SECURITY ID:  46116X101
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1 Elect Director Eduardo Rene Salas Management For For
2 Ratify Ernst & Young LLP as Auditors Management For For
3 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
 
JANUX THERAPEUTICS, INC.
MEETING DATE:  JUN 14, 2023
TICKER:  JANX       SECURITY ID:  47103J105
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Sheila Gujrathi Management For Withhold
1.2 Elect Director Alana McNulty Management For For
2 Ratify Ernst & Young LLP as Auditors Management For For
 
KARUNA THERAPEUTICS, INC.
MEETING DATE:  JUN 20, 2023
TICKER:  KRTX       SECURITY ID:  48576A100
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Bill Meury Management For For
1b Elect Director Laurie Olson Management For For
1c Elect Director David Wheadon Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Ratify KPMG LLP as Auditors Management For For
 
KEROS THERAPEUTICS, INC.
MEETING DATE:  JUN 06, 2023
TICKER:  KROS       SECURITY ID:  492327101
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Carl L. Gordon Management For Withhold
1.2 Elect Director Tomer Kariv Management For For
2 Ratify Deloitte & Touche LLP as Auditors Management For For
 
LONGBOARD PHARMACEUTICALS, INC.
MEETING DATE:  MAY 25, 2023
TICKER:  LBPH       SECURITY ID:  54300N103
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Vincent E. Aurentz Management For Withhold
1b Elect Director Casey C. Lynch Management For Withhold
1c Elect Director Jane Tiller Management For Withhold
2 Ratify KPMG LLP as Auditors Management For For
 
MADRIGAL PHARMACEUTICALS, INC.
MEETING DATE:  JUN 15, 2023
TICKER:  MDGL       SECURITY ID:  558868105
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Paul A. Friedman Management For Withhold
1.2 Elect Director Kenneth M. Bate Management For Withhold
1.3 Elect Director James M. Daly Management For Withhold
2 Ratify PricewaterhouseCoopers LLP as Auditors Management For For
3 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
4 Amend Certificate of Incorporation to Reflect New Delaware Law Provisions Regarding Officer Exculpation Management For For
 
MONTE ROSA THERAPEUTICS, INC.
MEETING DATE:  JUN 14, 2023
TICKER:  GLUE       SECURITY ID:  61225M102
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Andrew Schiff Management For For
1.2 Elect Director Chandra P. Leo Management For For
2 Amend Certificate of Incorporation to Limit the Liability of Officers Management For For
3 Ratify Deloitte & Touche, LLP as Auditors Management For For
 
MOONLAKE IMMUNOTHERAPEUTICS
MEETING DATE:  JUN 07, 2023
TICKER:  MLTX       SECURITY ID:  61559X104
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Kara Lassen Management For For
1.2 Elect Director Spike Loy Management For For
2 Ratify Baker Tilly US, LLP as Auditors Management For For
 
MORPHIC HOLDING, INC.
MEETING DATE:  JUN 01, 2023
TICKER:  MORF       SECURITY ID:  61775R105
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Norbert Bischofberger Management For For
1.2 Elect Director Joseph P. Slattery Management For For
1.3 Elect Director Timothy A. Springer Management For For
2 Ratify Ernst & Young LLP as Auditors Management For For
3 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
4 Amend Certificate of Incorporation to Reflect New Delaware Law Provisions Regarding Officer Exculpation Management For For
 
NUVALENT, INC.
MEETING DATE:  JUN 15, 2023
TICKER:  NUVL       SECURITY ID:  670703107
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Gary Gilliland Management For Withhold
1b Elect Director Michael L. Meyers Management For For
1c Elect Director Joseph Pearlberg Management For For
1d Elect Director Matthew Shair Management For For
2 Ratify KPMG LLP as Auditors Management For For
3 Amend Certificate of Incorporation to Reflect New Delaware Law Provisions Regarding Officer Exculpation Management For For
 
ORIC PHARMACEUTICALS, INC.
MEETING DATE:  JUN 14, 2023
TICKER:  ORIC       SECURITY ID:  68622P109
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Jacob M. Chacko Management For For
1.2 Elect Director Mardi C. Dier Management For For
2 Ratify KPMG LLP as Auditors Management For For
 
PEPGEN INC.
MEETING DATE:  JUN 22, 2023
TICKER:  PEPG       SECURITY ID:  713317105
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Christopher Ashton Management For For
1.2 Elect Director Joshua Resnick Management For For
2 Ratify KPMG LLP as Auditors Management For For
 
PHARVARIS NV
MEETING DATE:  JUN 23, 2023
TICKER:  PHVS       SECURITY ID:  N69605108
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1 Adopt Dutch Financial Statements Management For For
2 Ratify PricewaterhouseCoopers Accountants N.V. as Auditors Management For For
3 Approve Discharge of Directors Management For For
4 Authorize Board to Acquire Ordinary Shares and Depository Receipts for Ordinary Shares in the Capital of the Company Management For For
 
POSEIDA THERAPEUTICS, INC.
MEETING DATE:  JUN 15, 2023
TICKER:  PSTX       SECURITY ID:  73730P108
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Rafael G. Amado Management For For
1.2 Elect Director Charles M. Baum Management For For
2 Ratify Ernst & Young LLP as Auditors Management For For
 
PRECIPIO, INC.
MEETING DATE:  JUL 05, 2022
TICKER:  PRPO       SECURITY ID:  89365K305
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Ilan Danieli Management For For
1.2 Elect Director David S. Cohen Management For For
2 Ratify Marcum LLP as Auditors Management For For
 
PRELUDE THERAPEUTICS INCORPORATED
MEETING DATE:  JUN 16, 2023
TICKER:  PRLD       SECURITY ID:  74065P101
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Krishna Vaddi Management For For
1.2 Elect Director Mardi C. Dier Management For For
2 Ratify Ernst & Young LLP as Auditors Management For For
3 Amend Certificate of Incorporation to Limit the Liability of Certain Officers Management For For
 
PROTHENA CORPORATION PLC
MEETING DATE:  MAY 16, 2023
TICKER:  PRTA       SECURITY ID:  G72800108
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Helen S. Kim Management For For
1b Elect Director Gene G. Kinney Management For For
1c Elect Director Oleg Nodelman Management For For
1d Elect Director Dennis J. Selkoe Management For For
2 Ratify KPMG LLP as Auditors Management For For
3 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
4 Amend Omnibus Stock Plan Management For For
 
PTC THERAPEUTICS, INC.
MEETING DATE:  JUN 06, 2023
TICKER:  PTCT       SECURITY ID:  69366J200
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director William F. Bell, Jr. Management For For
1.2 Elect Director Matthew B. Klein Management For For
1.3 Elect Director Stephanie S. Okey Management For For
1.4 Elect Director Jerome B. Zeldis Management For For
2 Ratify Ernst & Young LLP as Auditors Management For For
3 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
 
RELAY THERAPEUTICS, INC.
MEETING DATE:  MAY 31, 2023
TICKER:  RLAY       SECURITY ID:  75943R102
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Douglas S. Ingram Management For For
1.2 Elect Director Sekar Kathiresan Management For For
1.3 Elect Director Jami Rubin Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Ratify Ernst & Young LLP as Auditors Management For For
 
SAGE THERAPEUTICS, INC.
MEETING DATE:  JUN 15, 2023
TICKER:  SAGE       SECURITY ID:  78667J108
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Michael F. Cola Management For Withhold
1.2 Elect Director Barry E. Greene Management For Withhold
1.3 Elect Director Jeffrey M. Jonas Management For Withhold
1.4 Elect Director Jessica J. Federer Management For For
2 Ratify PricewaterhouseCoopers LLP as Auditors Management For For
3 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
4 Amend Qualified Employee Stock Purchase Plan Management For For
 
SAREPTA THERAPEUTICS, INC.
MEETING DATE:  JUN 08, 2023
TICKER:  SRPT       SECURITY ID:  803607100
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Richard J. Barry Management For Against
1.2 Elect Director M. Kathleen Behrens Management For Against
1.3 Elect Director Stephen L. Mayo Management For Against
1.4 Elect Director Claude Nicaise Management For Against
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For Against
3 Amend Omnibus Stock Plan Management For Against
4 Amend Qualified Employee Stock Purchase Plan Management For For
5 Advisory Vote on Say on Pay Frequency Management One Year One Year
6 Ratify KPMG LLP as Auditors Management For For
 
SCHOLAR ROCK HOLDING CORPORATION
MEETING DATE:  JUN 21, 2023
TICKER:  SRRK       SECURITY ID:  80706P103
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director David Hallal Management For Withhold
1.2 Elect Director Kristina Burow Management For For
1.3 Elect Director Michael Gilman Management For Withhold
2 Ratify Ernst & Young LLP as Auditor Management For For
 
SHATTUCK LABS, INC.
MEETING DATE:  MAY 23, 2023
TICKER:  STTK       SECURITY ID:  82024L103
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Helen M. Boudreau Management For For
1.2 Elect Director Taylor Schreiber Management For For
2 Ratify KPMG LLP as Auditors Management For For
 
STOKE THERAPEUTICS, INC.
MEETING DATE:  JUN 13, 2023
TICKER:  STOK       SECURITY ID:  86150R107
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Adrian R. Krainer Management For Withhold
1.2 Elect Director Garry E. Menzel Management For Withhold
1.3 Elect Director Julie Anne Smith Management For Withhold
2 Ratify KPMG LLP as Auditors Management For For
3 Amend Certificate of Incorporation to Permit the Exculpation of Officers Management For For
 
TANGO THERAPEUTICS, INC.
MEETING DATE:  JUN 06, 2023
TICKER:  TNGX       SECURITY ID:  87583X109
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Malte Peters Management For For
1.2 Elect Director Mace Rothenberg Management For For
2 Ratify PricewaterhouseCoopers LLP as Auditors Management For For
 
TENAYA THERAPEUTICS, INC.
MEETING DATE:  JUN 08, 2023
TICKER:  TNYA       SECURITY ID:  87990A106
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Amy Burroughs Management For For
1.2 Elect Director Jin-Long Chen Management For For
1.3 Elect Director Catherine Stehman-Breen Management For For
2 Ratify Deloitte & Touche LLP as Auditors Management For For
3 Amend Certificate of Incorporation to Reflect New Delaware Law Provisions Regarding Officer Exculpation Management For For
 
TERNS PHARMACEUTICALS, INC.
MEETING DATE:  JUN 12, 2023
TICKER:  TERN       SECURITY ID:  880881107
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director David Fellows Management For For
1.2 Elect Director Jill Quigley Management For For
1.3 Elect Director Radhika Tripuraneni Management For For
2 Ratify Ernst & Young LLP as Auditors Management For For
 
TYRA BIOSCIENCES, INC.
MEETING DATE:  MAY 31, 2023
TICKER:  TYRA       SECURITY ID:  90240B106
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Isan Chen Management For For
1.2 Elect Director Gilla Kaplan Management For For
1.3 Elect Director Robert More Management For For
2 Ratify Ernst & Young LLP as Auditors Management For For
 
VAXCYTE, INC.
MEETING DATE:  JUN 13, 2023
TICKER:  PCVX       SECURITY ID:  92243G108
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Halley Gilbert Management For For
1.2 Elect Director Michael E. Kamarck Management For For
1.3 Elect Director Grant E. Pickering Management For For
2 Ratify Deloitte & Touche, LLP as Auditors Management For For
3 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
 
VENTYX BIOSCIENCES, INC.
MEETING DATE:  JUN 07, 2023
TICKER:  VTYX       SECURITY ID:  92332V107
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Raju Mohan Management For For
1.2 Elect Director William White Management For For
2 Amend Certificate of Incorporation to Reflect New Delaware Law Provisions Regarding Officer Exculpation Management For For
3 Ratify Ernst & Young LLP as Auditors Management For For
 
VERA THERAPEUTICS, INC.
MEETING DATE:  MAY 10, 2023
TICKER:  VERA       SECURITY ID:  92337R101
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Maha Katabi Management For For
1.2 Elect Director Michael M. Morrissey Management For For
1.3 Elect Director Patrick G. Enright Management For For
2 Ratify KPMG LLP as Auditors Management For For
 
VERONA PHARMA PLC
MEETING DATE:  APR 27, 2023
TICKER:  VRNA       SECURITY ID:  925050106
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1 Re-elect David Ebsworth as Director Management For Against
2 Re-elect Mahendra Shah as Director Management For Against
3 Re-elect David Zaccardelli as Director Management For Against
4 Accept Financial Statements and Statutory Reports Management For For
5 Approve Remuneration Report Management For For
6 Ratify PricewaterhouseCoopers LLP as Auditors Management For For
7 Authorise Board to Fix Remuneration of Auditors Management For For
8 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
9 Advisory Vote on Say on Pay Frequency Management One Year One Year
10 Amend Omnibus Stock Plan Management For Against
11 Authorise Issue of Equity Management For For
12 Authorise Issue of Equity without Pre-emptive Rights Management For For
 
VERTEX PHARMACEUTICALS INCORPORATED
MEETING DATE:  MAY 17, 2023
TICKER:  VRTX       SECURITY ID:  92532F100
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Sangeeta Bhatia Management For For
1.2 Elect Director Lloyd Carney Management For For
1.3 Elect Director Alan Garber Management For For
1.4 Elect Director Terrence Kearney Management For For
1.5 Elect Director Reshma Kewalramani Management For For
1.6 Elect Director Jeffrey Leiden Management For For
1.7 Elect Director Diana McKenzie Management For For
1.8 Elect Director Bruce Sachs Management For For
1.9 Elect Director Suketu Upadhyay Management For For
2 Ratify Ernst & Young LLP as Auditors Management For For
3 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
4 Advisory Vote on Say on Pay Frequency Management One Year One Year
 
VERVE THERAPEUTICS, INC.
MEETING DATE:  JUN 15, 2023
TICKER:  VERV       SECURITY ID:  92539P101
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Alexander Cumbo Management For For
1.2 Elect Director Michael MacLean Management For For
1.3 Elect Director Sheila Mikhail Management For For
2 Ratify Ernst & Young LLP as Auditors Management For For
 
VIKING THERAPEUTICS, INC.
MEETING DATE:  JUN 13, 2023
TICKER:  VKTX       SECURITY ID:  92686J106
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director J. Matthew Singleton Management For Withhold
1.2 Elect Director S. Kathy Rouan Management For For
2 Ratify Marcum LLP as Auditors Management For For
3 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
4 Amend Certificate of Incorporation to Reflect New Delaware Law Provisions Regarding Officer Exculpation Management For For
 
XENON PHARMACEUTICALS INC.
MEETING DATE:  JUN 01, 2023
TICKER:  XENE       SECURITY ID:  98420N105
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Simon N. Pimstone Management For For
1.2 Elect Director Dawn Svoronos Management For For
1.3 Elect Director Mohammad Azab Management For For
1.4 Elect Director Steven Gannon Management For For
1.5 Elect Director Elizabeth Garofalo Management For For
1.6 Elect Director Patrick Machado Management For For
1.7 Elect Director Ian Mortimer Management For For
1.8 Elect Director Gary Patou Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Ratify KPMG LLP as Auditors Management For For
4 Authorize the Audit Committee to Fix Remuneration of Auditors Management For For
 
ZENTALIS PHARMACEUTICALS, INC.
MEETING DATE:  JUN 16, 2023
TICKER:  ZNTL       SECURITY ID:  98943L107
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director David Johnson Management For Withhold
1.2 Elect Director Jan Skvarka Management For For
2 Ratify Ernst & Young LLP as Auditors Management For For
3 Amend Certificate of Incorporation to Reflect New Delaware Law Provisions Regarding Officer Exculpation Management For For
4 Advisory Vote to Ratify Named Executive Officers' Compensation Management For Against

VOTE SUMMARY REPORT
FIDELITY ADVISOR CONSUMER DISCRETIONARY FUND
07/01/2022 - 06/30/2023

Note:  The Security ID will be the CUSIP (Committee on Uniform Securities Identification Procedures) when available. When CUSIP is not available, an alternate identifier, e.g., CINS, will be provided.

 
ADIENT PLC
MEETING DATE:  MAR 07, 2023
TICKER:  ADNT       SECURITY ID:  G0084W101
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Julie L. Bushman Management For For
1b Elect Director Peter H. Carlin Management For For
1c Elect Director Douglas G. Del Grosso Management For For
1d Elect Director Ricky T. 'Rick' Dillon Management For For
1e Elect Director Richard Goodman Management For For
1f Elect Director Jose M. Gutierrez Management For For
1g Elect Director Frederick A. 'Fritz' Henderson Management For For
1h Elect Director Barb J. Samardzich Management For For
2 Approve PricewaterhouseCoopers LLP as Auditors and Authorize Board to Fix Their Remuneration Management For For
3 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
4 Advisory Vote on Say on Pay Frequency Management One Year One Year
5 Authorise Issue of Equity Management For For
6 Authorise Issue of Equity without Pre-emptive Rights Management For For
 
AMAZON.COM, INC.
MEETING DATE:  MAY 24, 2023
TICKER:  AMZN       SECURITY ID:  023135106
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Jeffrey P. Bezos Management For For
1b Elect Director Andrew R. Jassy Management For For
1c Elect Director Keith B. Alexander Management For For
1d Elect Director Edith W. Cooper Management For For
1e Elect Director Jamie S. Gorelick Management For For
1f Elect Director Daniel P. Huttenlocher Management For For
1g Elect Director Judith A. McGrath Management For For
1h Elect Director Indra K. Nooyi Management For For
1i Elect Director Jonathan J. Rubinstein Management For For
1j Elect Director Patricia Q. Stonesifer Management For For
1k Elect Director Wendell P. Weeks Management For For
2 Ratify Ratification of Ernst & Young LLP as Auditors Management For For
3 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
4 Advisory Vote on Say on Pay Frequency Management One Year One Year
5 Amend Omnibus Stock Plan Management For For
6 Report on Climate Risk in Retirement Plan Options Shareholder Against Against
7 Report on Customer Due Diligence Shareholder Against Against
8 Revise Transparency Report to Provide Greater Disclosure on Government Requests Shareholder Against Against
9 Report on Government Take Down Requests Shareholder Against Against
10 Report on Impact of Climate Change Strategy Consistent With Just Transition Guidelines Shareholder Against Against
11 Publish a Tax Transparency Report Shareholder Against Against
12 Report on Climate Lobbying Shareholder Against Against
13 Report on Median and Adjusted Gender/Racial Pay Gaps Shareholder Against For
14 Report on Cost/Benefit Analysis of Diversity, Equity and Inclusion Programs Shareholder Against Against
15 Amend Bylaws to Require Shareholder Approval of Certain Provisions Related to Director Nominations by Shareholders Shareholder Against Against
16 Commission Third Party Assessment on Company's Commitment to Freedom of Association and Collective Bargaining Shareholder Against Against
17 Consider Pay Disparity Between Executives and Other Employees Shareholder Against Against
18 Report on Animal Welfare Standards Shareholder Against Against
19 Establish a Public Policy Committee Shareholder Against Against
20 Adopt a Policy to Include Non-Management Employees as Prospective Director Candidates Shareholder Against Against
21 Commission a Third Party Audit on Working Conditions Shareholder Against Against
22 Report on Efforts to Reduce Plastic Use Shareholder Against For
23 Commission Third Party Study and Report on Risks Associated with Use of Rekognition Shareholder Against Against
 
APTIV PLC
MEETING DATE:  APR 26, 2023
TICKER:  APTV       SECURITY ID:  G6095L109
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Kevin P. Clark Management For For
1b Elect Director Richard L. (Rick) Clemmer Management For For
1c Elect Director Nancy E. Cooper Management For For
1d Elect Director Joseph L. (Jay) Hooley Management For For
1e Elect Director Merit E. Janow Management For For
1f Elect Director Sean O. Mahoney Management For For
1g Elect Director Paul M. Meister Management For For
1h Elect Director Robert K. (Kelly) Ortberg Management For For
1i Elect Director Colin J. Parris Management For For
1j Elect Director Ana G. Pinczuk Management For For
2 Ratify Ernst & Young LLP as Auditors Management For For
3 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
 
ARAMARK
MEETING DATE:  FEB 03, 2023
TICKER:  ARMK       SECURITY ID:  03852U106
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Susan M. Cameron Management For For
1b Elect Director Greg Creed Management For For
1c Elect Director Bridgette P. Heller Management For For
1d Elect Director Paul C. Hilal Management For For
1e Elect Director Kenneth M. Keverian Management For For
1f Elect Director Karen M. King Management For For
1g Elect Director Patricia E. Lopez Management For For
1h Elect Director Stephen I. Sadove Management For For
1i Elect Director Kevin G. Wills Management For For
1j Elect Director Arthur B. Winkleblack Management For For
1k Elect Director John J. Zillmer Management For For
2 Ratify Deloitte & Touche LLP as Auditors Management For For
3 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
4 Approve Omnibus Stock Plan Management For Against
 
ARITZIA INC.
MEETING DATE:  JUL 06, 2022
TICKER:  ATZ       SECURITY ID:  04045U102
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Brian Hill Management For For
1b Elect Director Jennifer Wong Management For For
1c Elect Director Aldo Bensadoun Management For For
1d Elect Director John E. Currie Management For For
1e Elect Director Daniel Habashi Management For For
1f Elect Director David Labistour Management For For
1g Elect Director John Montalbano Management For For
1h Elect Director Marni Payne Management For For
1i Elect Director Glen Senk Management For For
1j Elect Director Marcia Smith Management For For
2 Approve PricewaterhouseCoopers LLP as Auditors and Authorize Board to Fix Their Remuneration Management For For
 
BATH & BODY WORKS, INC.
MEETING DATE:  JUN 08, 2023
TICKER:  BBWI       SECURITY ID:  070830104
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Patricia S. Bellinger Management For For
1.2 Elect Director Alessandro Bogliolo Management For For
1.3 Elect Director Gina R. Boswell Management For For
1.4 Elect Director Lucy O. Brady Management For For
1.5 Elect Director Francis A. Hondal Management For For
1.6 Elect Director Thomas J. Kuhn Management For For
1.7 Elect Director Danielle M. Lee Management For For
1.8 Elect Director Michael G. Morris Management For For
1.9 Elect Director Sarah E. Nash Management For For
1.10 Elect Director Juan Rajlin Management For For
1.11 Elect Director Stephen D. Steinour Management For For
1.12 Elect Director J.K. Symancyk Management For For
1.13 Elect Director Steven E. Voskuil Management For For
2 Ratify Ernst & Young LLP as Auditors Management For For
3 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
4 Advisory Vote on Say on Pay Frequency Management One Year One Year
5 Require Independent Board Chair Shareholder Against Against
 
BOOKING HOLDINGS INC.
MEETING DATE:  JUN 06, 2023
TICKER:  BKNG       SECURITY ID:  09857L108
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Glenn D. Fogel Management For For
1.2 Elect Director Mirian M. Graddick-Weir Management For For
1.3 Elect Director Wei Hopeman Management For For
1.4 Elect Director Robert J. Mylod, Jr. Management For For
1.5 Elect Director Charles H. Noski Management For For
1.6 Elect Director Larry Quinlan Management For For
1.7 Elect Director Nicholas J. Read Management For For
1.8 Elect Director Thomas E. Rothman Management For For
1.9 Elect Director Sumit Singh Management For For
1.10 Elect Director Lynn Vojvodich Radakovich Management For For
1.11 Elect Director Vanessa A. Wittman Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Ratify Deloitte & Touche LLP as Auditors Management For For
4 Advisory Vote on Say on Pay Frequency Management One Year One Year
5 Submit Severance Agreement (Change-in-Control) to Shareholder Vote Shareholder Against Against
 
BRINKER INTERNATIONAL, INC.
MEETING DATE:  NOV 17, 2022
TICKER:  EAT       SECURITY ID:  109641100
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Joseph M. DePinto Management For For
1.2 Elect Director Frances L. Allen Management For For
1.3 Elect Director Cynthia L. Davis Management For For
1.4 Elect Director Harriet Edelman Management For For
1.5 Elect Director William T. Giles Management For For
1.6 Elect Director Kevin D. Hochman Management For For
1.7 Elect Director Ramona T. Hood Management For For
1.8 Elect Director James C. Katzman Management For For
1.9 Elect Director Prashant N. Ranade Management For For
2 Ratify KPMG LLP as Auditors Management For For
3 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
4 Amend Non-Employee Director Omnibus Stock Plan Management For For
5 Report on Measures to End Use of Medically Important Antibiotics in Beef and Pork Supply Chains Shareholder Against For
 
BURLINGTON STORES, INC.
MEETING DATE:  MAY 17, 2023
TICKER:  BURL       SECURITY ID:  122017106
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Ted English Management For For
1b Elect Director Jordan Hitch Management For For
1c Elect Director Mary Ann Tocio Management For For
2 Ratify Deloitte & Touche LLP as Auditors Management For For
3 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
 
CAESARS ENTERTAINMENT, INC.
MEETING DATE:  JUN 13, 2023
TICKER:  CZR       SECURITY ID:  12769G100
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Gary L. Carano Management For For
1.2 Elect Director Bonnie S. Biumi Management For For
1.3 Elect Director Jan Jones Blackhurst Management For For
1.4 Elect Director Frank J. Fahrenkopf Management For Withhold
1.5 Elect Director Don R. Kornstein Management For Withhold
1.6 Elect Director Courtney R. Mather Management For For
1.7 Elect Director Michael E. Pegram Management For For
1.8 Elect Director Thomas R. Reeg Management For For
1.9 Elect Director David P. Tomick Management For Withhold
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Ratify Deloitte & Touche LLP as Auditors Management For For
4 Amend Certificate of Incorporation to Limit the Liability of Certain Officers Management For For
5 Report on Political Contributions and Expenditures Shareholder Against For
6 Disclose Board Skills and Diversity Matrix Shareholder Against Against
 
CAPRI HOLDINGS LIMITED
MEETING DATE:  AUG 03, 2022
TICKER:  CPRI       SECURITY ID:  G1890L107
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Judy Gibbons Management For For
1b Elect Director Jane Thompson Management For For
2 Ratify Ernst & Young LLP as Auditors Management For For
3 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
4 Amend Omnibus Stock Plan Management For For
 
CHIPOTLE MEXICAN GRILL, INC.
MEETING DATE:  MAY 25, 2023
TICKER:  CMG       SECURITY ID:  169656105
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Albert S. Baldocchi Management For For
1.2 Elect Director Matthew A. Carey Management For For
1.3 Elect Director Gregg L. Engles Management For For
1.4 Elect Director Patricia Fili-Krushel Management For For
1.5 Elect Director Mauricio Gutierrez Management For For
1.6 Elect Director Robin Hickenlooper Management For For
1.7 Elect Director Scott Maw Management For For
1.8 Elect Director Brian Niccol Management For For
1.9 Elect Director Mary Winston Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Advisory Vote on Say on Pay Frequency Management One Year One Year
4 Ratify Ernst & Young LLP as Auditors Management For For
5 Amend Bylaws to Require Shareholder Approval of Certain Provisions Related to Director Nominations by Shareholders Shareholder Against Against
6 Adopt Policy to Not Interfere with Freedom of Association Rights Shareholder Against Against
 
CHURCHILL DOWNS INCORPORATED
MEETING DATE:  APR 25, 2023
TICKER:  CHDN       SECURITY ID:  171484108
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Robert L. Fealy Management For For
1.2 Elect Director Douglas C. Grissom Management For For
1.3 Elect Director Daniel P. Harrington Management For For
2 Ratify PricewaterhouseCoopers LLP as Auditors Management For For
3 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
4 Advisory Vote on Say on Pay Frequency Management One Year One Year
 
COPART, INC.
MEETING DATE:  OCT 31, 2022
TICKER:  CPRT       SECURITY ID:  217204106
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1 Increase Authorized Common Stock Management For Against
2 Adjourn Meeting Management For Against
 
COPART, INC.
MEETING DATE:  DEC 02, 2022
TICKER:  CPRT       SECURITY ID:  217204106
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Willis J. Johnson Management For For
1.2 Elect Director A. Jayson Adair Management For For
1.3 Elect Director Matt Blunt Management For For
1.4 Elect Director Steven D. Cohan Management For For
1.5 Elect Director Daniel J. Englander Management For For
1.6 Elect Director James E. Meeks Management For For
1.7 Elect Director Thomas N. Tryforos Management For For
1.8 Elect Director Diane M. Morefield Management For For
1.9 Elect Director Stephen Fisher Management For For
1.10 Elect Director Cherylyn Harley LeBon Management For For
1.11 Elect Director Carl D. Sparks Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Ratify Ernst & Young LLP as Auditors Management For For
 
DECKERS OUTDOOR CORPORATION
MEETING DATE:  SEP 12, 2022
TICKER:  DECK       SECURITY ID:  243537107
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Michael F. Devine, III Management For For
1.2 Elect Director David A. Burwick Management For For
1.3 Elect Director Nelson C. Chan Management For For
1.4 Elect Director Cynthia (Cindy) L. Davis Management For For
1.5 Elect Director Juan R. Figuereo Management For For
1.6 Elect Director Maha S. Ibrahim Management For For
1.7 Elect Director Victor Luis Management For For
1.8 Elect Director Dave Powers Management For For
1.9 Elect Director Lauri M. Shanahan Management For For
1.10 Elect Director Bonita C. Stewart Management For For
2 Ratify KPMG LLP as Auditors Management For For
3 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
 
DICK'S SPORTING GOODS, INC.
MEETING DATE:  JUN 14, 2023
TICKER:  DKS       SECURITY ID:  253393102
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Mark J. Barrenechea Management For For
1b Elect Director Emanuel Chirico Management For For
1c Elect Director William J. Colombo Management For For
1d Elect Director Anne Fink Management For For
1e Elect Director Larry Fitzgerald, Jr. Management For For
1f Elect Director Lauren R. Hobart Management For For
1g Elect Director Sandeep Mathrani Management For For
1h Elect Director Desiree Ralls-Morrison Management For For
1i Elect Director Lawrence J. Schorr Management For For
1j Elect Director Edward W. Stack Management For For
1k Elect Director Larry D. Stone Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Advisory Vote on Say on Pay Frequency Management One Year One Year
4 Ratify Deloitte & Touche LLP as Auditors Management For For
5 Amend Certificate of Incorporation to Reflect New Delaware Law Provisions Regarding Officer Exculpation Management For For
 
DOLLAR GENERAL CORPORATION
MEETING DATE:  MAY 31, 2023
TICKER:  DG       SECURITY ID:  256677105
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Warren F. Bryant Management For For
1b Elect Director Michael M. Calbert Management For For
1c Elect Director Ana M. Chadwick Management For For
1d Elect Director Patricia D. Fili-Krushel Management For For
1e Elect Director Timothy I. McGuire Management For For
1f Elect Director Jeffery C. Owen Management For For
1g Elect Director Debra A. Sandler Management For For
1h Elect Director Ralph E. Santana Management For For
1i Elect Director Todd J. Vasos Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Advisory Vote on Say on Pay Frequency Management One Year One Year
4 Ratify Ernst & Young LLP as Auditors Management For For
5 Report on 2025 Cage-Free Egg Goal Shareholder Against For
6 Amend Right to Call Special Meeting Shareholder Against Against
7 Oversee and Report a Workplace Health and Safety Audit Shareholder Against Against
 
DOLLAR TREE, INC.
MEETING DATE:  JUN 13, 2023
TICKER:  DLTR       SECURITY ID:  256746108
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Richard W. Dreiling Management For For
1b Elect Director Cheryl W. Grise Management For For
1c Elect Director Daniel J. Heinrich Management For For
1d Elect Director Paul C. Hilal Management For For
1e Elect Director Edward J. Kelly, III Management For For
1f Elect Director Mary A. Laschinger Management For For
1g Elect Director Jeffrey G. Naylor Management For For
1h Elect Director Winnie Y. Park Management For For
1i Elect Director Bertram L. Scott Management For For
1j Elect Director Stephanie P. Stahl Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Advisory Vote on Say on Pay Frequency Management One Year One Year
4 Ratify KPMG LLP as Auditors Management For For
5 Report on Economic and Social Risks of Compensation and Workforce Practices and Any Impact on Diversified Shareholders Shareholder Against Against
 
DOMINO'S PIZZA, INC.
MEETING DATE:  APR 25, 2023
TICKER:  DPZ       SECURITY ID:  25754A201
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director David A. Brandon Management For For
1.2 Elect Director C. Andrew Ballard Management For For
1.3 Elect Director Andrew B. Balson Management For For
1.4 Elect Director Corie S. Barry Management For For
1.5 Elect Director Diana F. Cantor Management For For
1.6 Elect Director Richard L. Federico Management For For
1.7 Elect Director James A. Goldman Management For For
1.8 Elect Director Patricia E. Lopez Management For For
1.9 Elect Director Russell J. Weiner Management For For
2 Ratify PricewaterhouseCoopers LLP as Auditors Management For For
3 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
4 Advisory Vote on Say on Pay Frequency Management One Year One Year
 
DUTCH BROS, INC.
MEETING DATE:  MAY 16, 2023
TICKER:  BROS       SECURITY ID:  26701L100
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Travis Boersma Management For Against
1b Elect Director Shelley Broader Management For Against
1c Elect Director Thomas Davis Management For Against
1d Elect Director Kathryn George Management For Against
1e Elect Director Stephen Gillett Management For Against
1f Elect Director Jonathan "Joth" Ricci Management For Against
1g Elect Director Ann M. Miller Management For For
2 Ratify KPMG LLP as Auditors Management For For
3 Advisory Vote on Say on Pay Frequency Management One Year One Year
 
EBAY, INC.
MEETING DATE:  JUN 21, 2023
TICKER:  EBAY       SECURITY ID:  278642103
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Adriane M. Brown Management For For
1b Elect Director Aparna Chennapragada Management For For
1c Elect Director Logan D. Green Management For For
1d Elect Director E. Carol Hayles Management For For
1e Elect Director Jamie Iannone Management For For
1f Elect Director Shripriya Mahesh Management For For
1g Elect Director Paul S. Pressler Management For For
1h Elect Director Mohak Shroff Management For For
1i Elect Director Perry M. Traquina Management For For
2 Ratify PricewaterhouseCoopers LLP as Auditors Management For For
3 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
4 Advisory Vote on Say on Pay Frequency Management One Year One Year
5 Amend Omnibus Stock Plan Management For For
6 Amend Certificate of Incorporation to Limit the Liability of Certain Officers Management For For
7 Reduce Ownership Threshold for Shareholders to Call Special Meeting to 10% Shareholder Against Against
 
FERRARI NV
MEETING DATE:  APR 14, 2023
TICKER:  RACE       SECURITY ID:  N3167Y103
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1 Open Meeting Management None None
2.a Receive Director's Board Report (Non-Voting) Management None None
2.b Receive Explanation on Company's Reserves and Dividend Policy Management None None
2.c Approve Remuneration Report Management For For
2.d Adopt Financial Statements and Statutory Reports Management For For
2.e Approve Dividends of EUR 1.810 Per Share Management For For
2.f Approve Discharge of Directors Management For For
3.a Reelect John Elkann as Executive Director Management For For
3.b Reelect Benedetto Vigna as Executive Director Management For For
3.c Reelect Piero Ferrari as Non-Executive Director Management For For
3.d Reelect Delphine Arnault as Non-Executive Director Management For Against
3.e Reelect Francesca Bellettini as Non-Executive Director Management For For
3.f Reelect Eduardo H. Cue as Non-Executive Director Management For For
3.g Reelect Sergio Duca as Non-Executive Director Management For For
3.h Reelect John Galantic as Non-Executive Director Management For For
3.i Reelect Maria Patrizia Grieco as Non-Executive Director Management For For
3.j Reelect Adam Keswick as Non-Executive Director Management For For
3.k Elect Michelangelo Volpi as Non-Executive Director Management For For
4.1 Grant Board Authority to Issue Shares Up To 10 Percent of Issued Capital Management For For
4.2 Authorize Board to Exclude Preemptive Rights from Share Issuances Management For For
5 Authorize Repurchase of Up to 10 Percent of Issued Common Shares Management For For
6 Approve Awards to Executive Director Management For For
7 Close Meeting Management None None
 
FIVE BELOW, INC.
MEETING DATE:  JUN 13, 2023
TICKER:  FIVE       SECURITY ID:  33829M101
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Joel D. Anderson Management For For
1b Elect Director Kathleen S. Barclay Management For For
1c Elect Director Thomas M. Ryan Management For For
2 Ratify KPMG LLP as Auditors Management For For
3 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
4 Amend Bylaws to Limit the Liability of Officers Management For For
5 Amend Bylaws to Amend the Limitation of Liability of Directors Provision Management For For
 
FLOOR & DECOR HOLDINGS, INC.
MEETING DATE:  MAY 10, 2023
TICKER:  FND       SECURITY ID:  339750101
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Dwight L. James Management For For
1b Elect Director Melissa Kersey Management For For
1c Elect Director Peter M. Starrett Management For For
1d Elect Director Thomas V. Taylor Management For For
1e Elect Director George Vincent West Management For For
1f Elect Director Charles D. Young Management For For
2 Ratify Ernst & Young LLP as Auditors Management For For
3 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
4 Amend Omnibus Stock Plan Management For For
 
HILTON WORLDWIDE HOLDINGS INC.
MEETING DATE:  MAY 18, 2023
TICKER:  HLT       SECURITY ID:  43300A203
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Christopher J. Nassetta Management For For
1b Elect Director Jonathan D. Gray Management For For
1c Elect Director Charlene T. Begley Management For For
1d Elect Director Chris Carr Management For For
1e Elect Director Melanie L. Healey Management For For
1f Elect Director Raymond E. Mabus, Jr. Management For For
1g Elect Director Judith A. McHale Management For For
1h Elect Director Elizabeth A. Smith Management For For
1i Elect Director Douglas M. Steenland Management For For
2 Ratify Ernst & Young LLP as Auditors Management For For
3 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
 
KB HOME
MEETING DATE:  APR 20, 2023
TICKER:  KBH       SECURITY ID:  48666K109
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Jose M. Barra Management For For
1.2 Elect Director Arthur R. Collins Management For For
1.3 Elect Director Dorene C. Dominguez Management For For
1.4 Elect Director Kevin P. Eltife Management For For
1.5 Elect Director Stuart A. Gabriel Management For For
1.6 Elect Director Thomas W. Gilligan Management For For
1.7 Elect Director Jodeen A. Kozlak Management For For
1.8 Elect Director Melissa Lora Management For For
1.9 Elect Director Jeffrey T. Mezger Management For For
1.10 Elect Director Brian R. Niccol Management For For
1.11 Elect Director James C. "Rad" Weaver Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Ratify Ernst & Young LLP as Auditors Management For For
4 Amend Omnibus Stock Plan Management For For
5 Advisory Vote on Say on Pay Frequency Management One Year One Year
 
LOWE'S COMPANIES, INC.
MEETING DATE:  MAY 26, 2023
TICKER:  LOW       SECURITY ID:  548661107
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Raul Alvarez Management For For
1.2 Elect Director David H. Batchelder Management For For
1.3 Elect Director Scott H. Baxter Management For For
1.4 Elect Director Sandra B. Cochran Management For For
1.5 Elect Director Laurie Z. Douglas Management For For
1.6 Elect Director Richard W. Dreiling Management For For
1.7 Elect Director Marvin R. Ellison Management For For
1.8 Elect Director Daniel J. Heinrich Management For For
1.9 Elect Director Brian C. Rogers Management For For
1.10 Elect Director Bertram L. Scott Management For For
1.11 Elect Director Colleen Taylor Management For For
1.12 Elect Director Mary Beth West Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Advisory Vote on Say on Pay Frequency Management One Year One Year
4 Ratify Deloitte & Touche LLP as Auditors Management For For
5 Require Independent Board Chair Shareholder Against Against
 
LULULEMON ATHLETICA INC.
MEETING DATE:  JUN 07, 2023
TICKER:  LULU       SECURITY ID:  550021109
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Michael Casey Management For For
1b Elect Director Glenn Murphy Management For For
1c Elect Director David Mussafer Management For For
1d Elect Director Isabel Mahe Management For For
2 Ratify PricewaterhouseCoopers LLP as Auditors Management For For
3 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
4 Advisory Vote on Say on Pay Frequency Management None One Year
5 Approve Omnibus Stock Plan Management For For
 
LVMH MOET HENNESSY LOUIS VUITTON SE
MEETING DATE:  APR 20, 2023
TICKER:  MC       SECURITY ID:  F58485115
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1 Approve Financial Statements and Statutory Reports Management For For
2 Approve Consolidated Financial Statements and Statutory Reports Management For For
3 Approve Allocation of Income and Dividends of EUR 12.00 per Share Management For For
4 Approve Auditors' Special Report on Related-Party Transactions Management For For
5 Reelect Delphine Arnault as Director Management For For
6 Reelect Antonio Belloni as Director Management For For
7 Reelect Marie-Josee Kravis as Director Management For For
8 Reelect Marie-Laure Sauty de Chalon as Director Management For For
9 Reelect Natacha Valla as Director Management For For
10 Elect Laurent Mignon as Director Management For Against
11 Renew Appointment of Lord Powell of Bayswater as Censor Management For Against
12 Appoint Diego Della Valle as Censor Management For Against
13 Approve Compensation Report of Corporate Officers Management For For
14 Approve Compensation of Bernard Arnault, Chairman and CEO Management For For
15 Approve Compensation of Antonio Belloni, Vice-CEO Management For For
16 Approve Remuneration Policy of Directors Management For For
17 Approve Remuneration Policy of Chairman and CEO Management For For
18 Approve Remuneration Policy of Vice-CEO Management For For
19 Authorize Repurchase of Up to 10 Percent of Issued Share Capital Management For For
20 Authorize Decrease in Share Capital via Cancellation of Repurchased Shares Management For For
21 Authorize Capitalization of Reserves of Up to EUR 20 Million for Bonus Issue or Increase in Par Value Management For For
22 Authorize Issuance of Equity or Equity-Linked Securities with Preemptive Rights up to Aggregate Nominal Amount of EUR 20 Million Management For For
23 Authorize Issuance of Equity or Equity-Linked Securities without Preemptive Rights With Binding Priority Right up to Aggregate Nominal Amount of EUR 20 Million Management For For
24 Approve Issuance of Equity or Equity-Linked Securities for Qualified Investors, up to Aggregate Nominal Amount of EUR 20 Million Management For For
25 Authorize Board to Increase Capital in the Event of Additional Demand Related to Delegation Submitted to Shareholder Vote Above Management For For
26 Authorize Capital Increase of Up to EUR 20 Million for Future Exchange Offers Management For For
27 Authorize Capital Increase of up to 10 Percent of Issued Capital for Contributions in Kind Management For For
28 Authorize up to 1 Percent of Issued Capital for Use in Stock Option Plans Reserved for Employees and Corporate Officers Management For For
29 Authorize Capital Issuances for Use in Employee Stock Purchase Plans Management For For
30 Set Total Limit for Capital Increase to Result from All Issuance Requests at EUR 20 Million Management For For
 
MAGNA INTERNATIONAL INC.
MEETING DATE:  MAY 11, 2023
TICKER:  MG       SECURITY ID:  559222401
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1A Elect Director Peter G. Bowie Management For For
1B Elect Director Mary S. Chan Management For For
1C Elect Director V. Peter Harder Management For For
1D Elect Director Jan R. Hauser Management For For
1E Elect Director Seetarama S. Kotagiri Management For For
1F Elect Director Jay K. Kunkel Management For For
1G Elect Director Robert F. MacLellan Management For For
1H Elect Director Mary Lou Maher Management For For
1I Elect Director William A. Ruh Management For For
1J Elect Director Indira V. Samarasekera Management For For
1K Elect Director Matthew Tsien Management For For
1L Elect Director Thomas Weber Management For For
1M Elect Director Lisa S. Westlake Management For For
2 Approve Deloitte LLP as Auditors and Authorize the Audit Committee to Fix Their Remuneration Management For For
3 Advisory Vote on Executive Compensation Approach Management For For
 
MARRIOTT INTERNATIONAL, INC.
MEETING DATE:  MAY 12, 2023
TICKER:  MAR       SECURITY ID:  571903202
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Anthony G. Capuano Management For For
1b Elect Director Isabella D. Goren Management For For
1c Elect Director Deborah Marriott Harrison Management For For
1d Elect Director Frederick A. Henderson Management For For
1e Elect Director Eric Hippeau Management For For
1f Elect Director Lauren R. Hobart Management For For
1g Elect Director Debra L. Lee Management For For
1h Elect Director Aylwin B. Lewis Management For For
1i Elect Director David S. Marriott Management For For
1j Elect Director Margaret M. McCarthy Management For For
1k Elect Director Grant F. Reid Management For For
1l Elect Director Horacio D. Rozanski Management For For
1m Elect Director Susan C. Schwab Management For For
2 Ratify Ernst & Young LLP as Auditors Management For For
3 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
4 Advisory Vote on Say on Pay Frequency Management One Year One Year
5 Approve Omnibus Stock Plan Management For For
6 Publish a Congruency Report of Partnerships with Globalist Organizations Shareholder Against Against
7 Report on Gender/Racial Pay Gap Shareholder Against Against
 
MCDONALD'S CORPORATION
MEETING DATE:  MAY 25, 2023
TICKER:  MCD       SECURITY ID:  580135101
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Anthony Capuano Management For For
1b Elect Director Kareem Daniel Management For For
1c Elect Director Lloyd Dean Management For For
1d Elect Director Catherine Engelbert Management For For
1e Elect Director Margaret Georgiadis Management For For
1f Elect Director Enrique Hernandez, Jr. Management For For
1g Elect Director Christopher Kempczinski Management For For
1h Elect Director Richard Lenny Management For For
1i Elect Director John Mulligan Management For For
1j Elect Director Jennifer Taubert Management For For
1k Elect Director Paul Walsh Management For For
1l Elect Director Amy Weaver Management For For
1m Elect Director Miles White Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Advisory Vote on Say on Pay Frequency Management One Year One Year
4 Ratify Ernst & Young LLP as Auditors Management For For
5 Adopt Policy to Phase Out Use of Medically-Important Antibiotics in Beef and Pork Supply Chain Shareholder Against Against
6 Comply with World Health Organization Guidelines on Antimicrobial Use Throughout Supply Chains Shareholder Against Against
7 Report on Risks Related to Operations in China Shareholder Against Against
8 Report on Civil Rights and Non-Discrimination Audit Shareholder Against Against
9 Report on Lobbying Payments and Policy Shareholder Against Against
10 Issue Transparency Report on Global Public Policy and Political Influence Shareholder Against Against
11 Report on Animal Welfare Shareholder Against Against
 
NIKE, INC.
MEETING DATE:  SEP 09, 2022
TICKER:  NKE       SECURITY ID:  654106103
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Alan B. Graf, Jr. Management For For
1b Elect Director Peter B. Henry Management For For
1c Elect Director Michelle A. Peluso Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Ratify PricewaterhouseCoopers LLP as Auditors Management For For
4 Amend Qualified Employee Stock Purchase Plan Management For For
5 Adopt a Policy on China Sourcing Shareholder Against Against
 
O'REILLY AUTOMOTIVE, INC.
MEETING DATE:  MAY 18, 2023
TICKER:  ORLY       SECURITY ID:  67103H107
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director David O'Reilly Management For For
1b Elect Director Larry O'Reilly Management For For
1c Elect Director Greg Henslee Management For For
1d Elect Director Jay D. Burchfield Management For For
1e Elect Director Thomas T. Hendrickson Management For For
1f Elect Director John R. Murphy Management For For
1g Elect Director Dana M. Perlman Management For For
1h Elect Director Maria A. Sastre Management For For
1i Elect Director Andrea M. Weiss Management For For
1j Elect Director Fred Whitfield Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Advisory Vote on Say on Pay Frequency Management One Year One Year
4 Ratify Ernst & Young LLP as Auditors Management For For
5 Require Independent Board Chair Shareholder Against Against
 
OLLIE'S BARGAIN OUTLET HOLDINGS, INC.
MEETING DATE:  JUN 15, 2023
TICKER:  OLLI       SECURITY ID:  681116109
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Alissa Ahlman Management For For
1b Elect Director Robert Fisch Management For For
1c Elect Director Stanley Fleishman Management For For
1d Elect Director Thomas Hendrickson Management For For
1e Elect Director Abid Rizvi Management For For
1f Elect Director John Swygert Management For For
1g Elect Director Stephen White Management For For
1h Elect Director Richard Zannino Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Ratify KPMG LLP as Auditors Management For For
 
ON HOLDING AG
MEETING DATE:  MAY 25, 2023
TICKER:  ONON       SECURITY ID:  H5919C104
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1 Accept Financial Statements and Statutory Reports Management For For
2 Approve Allocation of Income and Omission of Dividends Management For For
3 Approve Discharge of Board and Senior Management Management For For
4 Reelect Alex Perez as Representative of Class A Shares Holders Management For For
5.1 Reelect David Allemann as Director Management For For
5.2 Reelect Amy Banse as Director Management For For
5.3 Reelect Olivier Bernhard as Director Management For For
5.4 Reelect Caspar Coppetti as Director Management For For
5.5 Reelect Kenneth Fox as Director Management For For
5.6 Reelect Alex Perez as Director Management For For
5.7 Reelect Dennis Durkin as Director Management For For
6.1 Reelect David Allemann as Board Co-Chair Management For For
6.2 Reelect Caspar Coppetti as Board Co-Chair Management For For
7.1 Reappoint Kenneth Fox as Member of the Nomination and Compensation Committee Management For For
7.2 Reappoint Alex Perez as Member of the Nomination and Compensation Committee Management For For
7.3 Reappoint Amy Banse as Member of the Nomination and Compensation Committee Management For For
8 Designate Keller AG as Independent Proxy Management For For
9 Ratify PricewaterhouseCoopers AG as Auditors Management For For
10.1 Approve Remuneration Report Management For For
10.2 Approve Remuneration of Directors in the Amount of CHF 4 Million Management For For
10.3 Approve Remuneration of Executive Committee in the Amount of CHF 23 Million Management For For
11.1 Approve Creation of Capital Band within the Upper Limit of CHF 32.5 Million and the Lower Limit of CHF 27.5 Million for Class A Shares and Capital Band within the Upper Limit of CHF 3.6 Million and the Lower Limit of CHF 3.5 Million for Class B Shares Management For For
11.2 Amend Articles Re: Shares and Share Register Management For For
11.3 Amend Articles of Association (Incl. Approval of Hybrid Shareholder Meetings) Management For For
11.4 Amend Articles of Association Management For For
12 Transact Other Business (Voting) Management For Against
 
PENN ENTERTAINMENT, INC.
MEETING DATE:  JUN 06, 2023
TICKER:  PENN       SECURITY ID:  707569109
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Vimla Black-Gupta Management For For
1.2 Elect Director Marla Kaplowitz Management For For
1.3 Elect Director Jane Scaccetti Management For For
1.4 Elect Director Jay A. Snowden Management For For
2 Ratify Deloitte & Touche, LLP as Auditors Management For For
3 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
4 Advisory Vote on Say on Pay Frequency Management One Year One Year
5 Amend Omnibus Stock Plan Management For For
 
PERFORMANCE FOOD GROUP COMPANY
MEETING DATE:  NOV 16, 2022
TICKER:  PFGC       SECURITY ID:  71377A103
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director George L. Holm Management For For
1b Elect Director Manuel A. Fernandez Management For For
1c Elect Director Barbara J. Beck Management For For
1d Elect Director William F. Dawson, Jr. Management For For
1e Elect Director Laura Flanagan Management For For
1f Elect Director Matthew C. Flanigan Management For For
1g Elect Director Kimberly S. Grant Management For For
1h Elect Director Jeffrey M. Overly Management For For
1i Elect Director David V. Singer Management For For
1j Elect Director Randall N. Spratt Management For For
1k Elect Director Warren M. Thompson Management For For
2 Ratify Deloitte & Touche LLP as Auditors Management For For
3 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
4 Advisory Vote on Say on Pay Frequency Management One Year One Year
 
PLANET FITNESS, INC.
MEETING DATE:  MAY 01, 2023
TICKER:  PLNT       SECURITY ID:  72703H101
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Enshalla Anderson Management For For
1.2 Elect Director Stephen Spinelli, Jr. Management For For
2 Ratify KPMG LLP as Auditors Management For For
3 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
 
PULTEGROUP, INC.
MEETING DATE:  MAY 03, 2023
TICKER:  PHM       SECURITY ID:  745867101
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Brian P. Anderson Management For For
1b Elect Director Bryce Blair Management For For
1c Elect Director Thomas J. Folliard Management For For
1d Elect Director Cheryl W. Grise Management For For
1e Elect Director Andre J. Hawaux Management For For
1f Elect Director J. Phillip Holloman Management For For
1g Elect Director Ryan R. Marshall Management For For
1h Elect Director John R. Peshkin Management For For
1i Elect Director Scott F. Powers Management For For
1j Elect Director Lila Snyder Management For For
2 Ratify Ernst & Young LLP as Auditors Management For For
3 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
4 Advisory Vote on Say on Pay Frequency Management One Year One Year
 
PVH CORP.
MEETING DATE:  JUN 22, 2023
TICKER:  PVH       SECURITY ID:  693656100
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Ajay Bhalla Management For For
1b Elect Director Michael M. Calbert Management For For
1c Elect Director Brent Callinicos Management For For
1d Elect Director George Cheeks Management For For
1e Elect Director Stefan Larsson Management For For
1f Elect Director G. Penny McIntyre Management For For
1g Elect Director Amy McPherson Management For For
1h Elect Director Allison Peterson Management For For
1i Elect Director Edward R. Rosenfeld Management For For
1j Elect Director Judith Amanda Sourry Knox Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Advisory Vote on Say on Pay Frequency Management One Year One Year
4 Amend Certificate of Incorporation to Update the Exculpation Provision Under the Delaware General Corporation Law Management For For
5 Amend Omnibus Stock Plan Management For For
6 Ratify Ernst & Young LLP as Auditors Management For For
 
RALPH LAUREN CORPORATION
MEETING DATE:  AUG 04, 2022
TICKER:  RL       SECURITY ID:  751212101
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Michael A. George Management For For
1.2 Elect Director Linda Findley Management For For
1.3 Elect Director Hubert Joly Management For For
2 Ratify Ernst & Young LLP as Auditors Management For For
3 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
 
ROYAL CARIBBEAN CRUISES LTD.
MEETING DATE:  JUN 01, 2023
TICKER:  RCL       SECURITY ID:  V7780T103
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director John F. Brock Management For Against
1b Elect Director Richard D. Fain Management For For
1c Elect Director Stephen R. Howe, Jr. Management For For
1d Elect Director William L. Kimsey Management For For
1e Elect Director Michael O. Leavitt Management For For
1f Elect Director Jason T. Liberty Management For For
1g Elect Director Amy McPherson Management For Against
1h Elect Director Maritza G. Montiel Management For For
1i Elect Director Ann S. Moore Management For Against
1j Elect Director Eyal M. Ofer Management For For
1k Elect Director Vagn O. Sorensen Management For Against
1l Elect Director Donald Thompson Management For Against
1m Elect Director Arne Alexander Wilhelmsen Management For For
1n Elect Director Rebecca Yeung Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For Against
3 Advisory Vote on Say on Pay Frequency Management One Year One Year
4 Ratify PricewaterhouseCoopers LLP as Auditors Management For For
 
SALLY BEAUTY HOLDINGS, INC.
MEETING DATE:  JAN 26, 2023
TICKER:  SBH       SECURITY ID:  79546E104
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Rachel R. Bishop Management For For
1.2 Elect Director Jeffrey Boyer Management For For
1.3 Elect Director Diana S. Ferguson Management For For
1.4 Elect Director Dorlisa K. Flur Management For For
1.5 Elect Director James M. Head Management For For
1.6 Elect Director Linda Heasley Management For For
1.7 Elect Director Lawrence "Chip" P. Molloy Management For For
1.8 Elect Director Erin Nealy Cox Management For For
1.9 Elect Director Denise Paulonis Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Advisory Vote on Say on Pay Frequency Management One Year One Year
4 Ratify KPMG LLP as Auditors Management For For
 
SKECHERS U.S.A., INC.
MEETING DATE:  JUN 12, 2023
TICKER:  SKX       SECURITY ID:  830566105
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Katherine Blair Management For Withhold
1.2 Elect Director Yolanda Macias Management For Withhold
1.3 Elect Director Richard Siskind Management For Withhold
2 Amend Certificate of Incorporation to Permit the Exculpation of Officers Management For For
3 Approve Omnibus Stock Plan Management For For
4 Advisory Vote to Ratify Named Executive Officers' Compensation Management For Against
5 Advisory Vote on Say on Pay Frequency Management Three Years One Year
6 Report on Plans to Reduce Full Value Chain GHG Emissions Aligned with Paris Agreement Goal Shareholder Against Against
 
TAPESTRY, INC.
MEETING DATE:  NOV 15, 2022
TICKER:  TPR       SECURITY ID:  876030107
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director John P. Bilbrey Management For For
1b Elect Director Darrell Cavens Management For For
1c Elect Director Joanne Crevoiserat Management For For
1d Elect Director David Denton Management For For
1e Elect Director Johanna (Hanneke) Faber Management For For
1f Elect Director Anne Gates Management For For
1g Elect Director Thomas Greco Management For For
1h Elect Director Pamela Lifford Management For For
1i Elect Director Annabelle Yu Long Management For For
1j Elect Director Ivan Menezes Management For For
2 Ratify Deloitte & Touche LLP as Auditors Management For For
3 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
 
TARGET CORPORATION
MEETING DATE:  JUN 14, 2023
TICKER:  TGT       SECURITY ID:  87612E106
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director David P. Abney Management For For
1b Elect Director Douglas M. Baker, Jr. Management For For
1c Elect Director George S. Barrett Management For For
1d Elect Director Gail K. Boudreaux Management For For
1e Elect Director Brian C. Cornell Management For For
1f Elect Director Robert L. Edwards Management For For
1g Elect Director Donald R. Knauss Management For For
1h Elect Director Christine A. Leahy Management For For
1i Elect Director Monica C. Lozano Management For For
1j Elect Director Grace Puma Management For For
1k Elect Director Derica W. Rice Management For For
1l Elect Director Dmitri L. Stockton Management For For
2 Ratify Ernst & Young LLP as Auditors Management For For
3 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
4 Advisory Vote on Say on Pay Frequency Management One Year One Year
5 Require Independent Board Chair Shareholder Against Against
 
TEMPUR SEALY INTERNATIONAL, INC.
MEETING DATE:  MAY 11, 2023
TICKER:  TPX       SECURITY ID:  88023U101
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Evelyn S. Dilsaver Management For For
1b Elect Director Simon John Dyer Management For For
1c Elect Director Cathy R. Gates Management For For
1d Elect Director John A. Heil Management For For
1e Elect Director Meredith Siegfried Madden Management For For
1f Elect Director Richard W. Neu Management For For
1g Elect Director Scott L. Thompson Management For For
2 Ratify Ernst & Young LLP as Auditors Management For For
3 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
4 Advisory Vote on Say on Pay Frequency Management One Year One Year
 
TESLA, INC.
MEETING DATE:  AUG 04, 2022
TICKER:  TSLA       SECURITY ID:  88160R101
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Ira Ehrenpreis Management For For
1.2 Elect Director Kathleen Wilson-Thompson Management For For
2 Reduce Director Terms from Three to Two Years Management For For
3 Eliminate Supermajority Voting Provisions Management For For
4 Increase Authorized Common Stock Management For For
5 Ratify PricewaterhouseCoopers LLP as Auditors Management For For
6 Adopt Proxy Access Right Shareholder Against Against
7 Report on Efforts to Prevent Harassment and Discrimination in the Workplace Shareholder Against For
8 Report on Racial and Gender Board Diversity Shareholder Against Against
9 Report on the Impacts of Using Mandatory Arbitration Shareholder Against For
10 Report on Corporate Climate Lobbying in line with Paris Agreement Shareholder Against Against
11 Adopt a Policy on Respecting Rights to Freedom of Association and Collective Bargaining Shareholder Against Against
12 Report on Eradicating Child Labor in Battery Supply Chain Shareholder Against Against
13 Report on Water Risk Exposure Shareholder Against Against
 
TESLA, INC.
MEETING DATE:  MAY 16, 2023
TICKER:  TSLA       SECURITY ID:  88160R101
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Elon Musk Management For For
1.2 Elect Director Robyn Denholm Management For For
1.3 Elect Director JB Straubel Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Advisory Vote on Say on Pay Frequency Management Three Years One Year
4 Ratify PricewaterhouseCoopers LLP as Auditors Management For For
5 Report on Key-Person Risk and Efforts to Ameliorate It Shareholder Against Against
 
THE AZEK COMPANY INC.
MEETING DATE:  FEB 28, 2023
TICKER:  AZEK       SECURITY ID:  05478C105
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Gary Hendrickson Management For For
1.2 Elect Director Howard Heckes Management For For
1.3 Elect Director Bennett Rosenthal Management For For
1.4 Elect Director Jesse Singh Management For For
2 Ratify PricewaterhouseCoopers LLP as Auditors Management For For
3 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
4 Amend Certificate of Incorporation to Limit the Liability of Certain Officers Management For For
 
THE HOME DEPOT, INC.
MEETING DATE:  MAY 18, 2023
TICKER:  HD       SECURITY ID:  437076102
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Gerard J. Arpey Management For For
1b Elect Director Ari Bousbib Management For For
1c Elect Director Jeffery H. Boyd Management For For
1d Elect Director Gregory D. Brenneman Management For For
1e Elect Director J. Frank Brown Management For For
1f Elect Director Albert P. Carey Management For For
1g Elect Director Edward P. Decker Management For For
1h Elect Director Linda R. Gooden Management For For
1i Elect Director Wayne M. Hewett Management For For
1j Elect Director Manuel Kadre Management For For
1k Elect Director Stephanie C. Linnartz Management For For
1l Elect Director Paula Santilli Management For For
1m Elect Director Caryn Seidman-Becker Management For For
2 Ratify KPMG LLP as Auditors Management For For
3 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
4 Advisory Vote on Say on Pay Frequency Management One Year One Year
5 Reduce Ownership Threshold for Shareholders to Request Action by Written Consent Shareholder Against Against
6 Require Independent Board Chair Shareholder Against Against
7 Report on Political Expenditures Congruence Shareholder Against Against
8 Rescind 2022 Racial Equity Audit Proposal Shareholder Against Against
9 Encourage Senior Management Commitment to Avoid Political Speech Shareholder Against Against
 
THE TJX COMPANIES, INC.
MEETING DATE:  JUN 06, 2023
TICKER:  TJX       SECURITY ID:  872540109
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Jose B. Alvarez Management For For
1b Elect Director Alan M. Bennett Management For For
1c Elect Director Rosemary T. Berkery Management For For
1d Elect Director David T. Ching Management For For
1e Elect Director C. Kim Goodwin Management For For
1f Elect Director Ernie Herrman Management For For
1g Elect Director Amy B. Lane Management For For
1h Elect Director Carol Meyrowitz Management For For
1i Elect Director Jackwyn L. Nemerov Management For For
2 Ratify PricewaterhouseCoopers LLP as Auditors Management For For
3 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
4 Advisory Vote on Say on Pay Frequency Management One Year One Year
5 Report on Third-Party Assessment of Human Rights Due Diligence in Supply Chain Shareholder Against For
6 Report on Risk from Supplier Misclassification of Supplier's Employees Shareholder Against Against
7 Adopt a Paid Sick Leave Policy for All Employees Shareholder Against Against
 
VAIL RESORTS, INC.
MEETING DATE:  DEC 07, 2022
TICKER:  MTN       SECURITY ID:  91879Q109
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Susan L. Decker Management For For
1b Elect Director Robert A. Katz Management For For
1c Elect Director Kirsten A. Lynch Management For For
1d Elect Director Nadia Rawlinson Management For For
1e Elect Director John T. Redmond Management For For
1f Elect Director Michele Romanow Management For For
1g Elect Director Hilary A. Schneider Management For For
1h Elect Director D. Bruce Sewell Management For For
1i Elect Director John F. Sorte Management For For
1j Elect Director Peter A. Vaughn Management For For
2 Ratify PricewaterhouseCoopers LLP as Auditors Management For For
3 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
 
VICTORIA'S SECRET & CO.
MEETING DATE:  MAY 25, 2023
TICKER:  VSCO       SECURITY ID:  926400102
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Irene Chang Britt Management For For
1.2 Elect Director Sarah Davis Management For For
1.3 Elect Director Jacqueline Hernandez Management For For
1.4 Elect Director Donna James Management For For
1.5 Elect Director Mariam Naficy Management For For
1.6 Elect Director Lauren Peters Management For For
1.7 Elect Director Anne Sheehan Management For For
1.8 Elect Director Martin Waters Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Ratify Ernst & Young LLP as Auditors Management For For
 
WILLIAMS-SONOMA, INC.
MEETING DATE:  MAY 31, 2023
TICKER:  WSM       SECURITY ID:  969904101
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Laura Alber Management For For
1.2 Elect Director Esi Eggleston Bracey Management For For
1.3 Elect Director Scott Dahnke Management For For
1.4 Elect Director Anne Finucane Management For For
1.5 Elect Director Paula Pretlow Management For For
1.6 Elect Director William Ready Management For For
1.7 Elect Director Frits van Paasschen Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Advisory Vote on Say on Pay Frequency Management One Year One Year
4 Ratify Deloitte & Touche LLP as Auditors Management For For

VOTE SUMMARY REPORT
FIDELITY ADVISOR ENERGY FUND
07/01/2022 - 06/30/2023

Note:  The Security ID will be the CUSIP (Committee on Uniform Securities Identification Procedures) when available. When CUSIP is not available, an alternate identifier, e.g., CINS, will be provided.

 
ANTERO RESOURCES CORPORATION
MEETING DATE:  JUN 06, 2023
TICKER:  AR       SECURITY ID:  03674X106
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Paul M. Rady Management For Withhold
1.2 Elect Director Thomas B. Tyree, Jr. Management For Withhold
1.3 Elect Director Brenda R. Schroer Management For Withhold
2 Ratify KPMG LLP as Auditors Management For For
3 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
4 Amend Certificate of Incorporation to Reflect New Delaware Law Provisions Regarding Officer Exculpation Management For For
 
APA CORPORATION
MEETING DATE:  MAY 23, 2023
TICKER:  APA       SECURITY ID:  03743Q108
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1 Elect Director Annell R. Bay Management For For
2 Elect Director John J. Christmann, IV Management For For
3 Elect Director Juliet S. Ellis Management For For
4 Elect Director Charles W. Hooper Management For For
5 Elect Director Chansoo Joung Management For For
6 Elect Director H. Lamar McKay Management For For
7 Elect Director Amy H. Nelson Management For For
8 Elect Director Daniel W. Rabun Management For For
9 Elect Director Peter A. Ragauss Management For For
10 Elect Director David L. Stover Management For For
11 Ratify Ernst & Young LLP as Auditors Management For For
12 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
13 Advisory Vote on Say on Pay Frequency Management One Year One Year
14 Amend Certificate of Incorporation to Provide for Exculpation of Certain Officers Management For For
 
ARCH COAL INC.
MEETING DATE:  MAY 12, 2023
TICKER:  ARCH       SECURITY ID:  03940R107
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director James N. Chapman Management For For
1.2 Elect Director John W. Eaves Management For For
1.3 Elect Director Holly Keller Koeppel Management For For
1.4 Elect Director Patrick A. Kriegshauser Management For For
1.5 Elect Director Paul A. Lang Management For For
1.6 Elect Director Richard A. Navarre Management For For
1.7 Elect Director Molly P. Zhang (aka Peifang Zhang) Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Advisory Vote on Say on Pay Frequency Management One Year One Year
4 Ratify Ernst & Young LLP as Auditors Management For For
 
CACTUS, INC.
MEETING DATE:  MAY 16, 2023
TICKER:  WHD       SECURITY ID:  127203107
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Scott Bender Management For For
1.2 Elect Director Gary Rosenthal Management For For
1.3 Elect Director Bruce Rothstein Management For For
2 Ratify PricewaterhouseCoopers LLP as Auditors Management For For
3 Amend Omnibus Stock Plan Management For For
 
CALLON PETROLEUM COMPANY
MEETING DATE:  APR 26, 2023
TICKER:  CPE       SECURITY ID:  13123X508
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Matthew R. Bob Management For For
1.2 Elect Director James E. Craddock Management For For
1.3 Elect Director Anthony J. Nocchiero Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Advisory Vote on Say on Pay Frequency Management One Year One Year
4 Ratify Grant Thornton LLP as Auditors Management For For
 
CANADIAN NATURAL RESOURCES LIMITED
MEETING DATE:  MAY 04, 2023
TICKER:  CNQ       SECURITY ID:  136385101
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Catherine M. Best Management For For
1.2 Elect Director M. Elizabeth Cannon Management For For
1.3 Elect Director N. Murray Edwards Management For For
1.4 Elect Director Christopher L. Fong Management For For
1.5 Elect Director Gordon D. Giffin Management For For
1.6 Elect Director Wilfred A. Gobert Management For For
1.7 Elect Director Steve W. Laut Management For For
1.8 Elect Director Tim S. McKay Management For For
1.9 Elect Director Frank J. McKenna Management For For
1.10 Elect Director David A. Tuer Management For For
1.11 Elect Director Annette M. Verschuren Management For For
2 Approve PricewaterhouseCoopers LLP as Auditors and Authorize Board to Fix Their Remuneration Management For For
3 Advisory Vote on Executive Compensation Approach Management For For
 
CENOVUS ENERGY INC.
MEETING DATE:  APR 26, 2023
TICKER:  CVE       SECURITY ID:  15135U109
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1 Ratify PricewaterhouseCoopers LLP as Auditors Management For For
2.1 Elect Director Keith M. Casey Management For For
2.2 Elect Director Canning K.N. Fok Management For For
2.3 Elect Director Jane E. Kinney Management For For
2.4 Elect Director Harold (Hal) N. Kvisle Management For For
2.5 Elect Director Eva L. Kwok Management For For
2.6 Elect Director Melanie A. Little Management For For
2.7 Elect Director Richard J. Marcogliese Management For For
2.8 Elect Director Jonathan M. McKenzie Management For For
2.9 Elect Director Claude Mongeau Management For For
2.10 Elect Director Alexander J. Pourbaix Management For For
2.11 Elect Director Wayne E. Shaw Management For For
2.12 Elect Director Frank J. Sixt Management For For
2.13 Elect Director Rhonda I. Zygocki Management For For
3 Advisory Vote on Executive Compensation Approach Management For For
4 Report on Lobbying and Policy Advocacy with its Net Zero Goal Shareholder For For
 
CHENIERE ENERGY, INC.
MEETING DATE:  MAY 11, 2023
TICKER:  LNG       SECURITY ID:  16411R208
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director G. Andrea Botta Management For For
1b Elect Director Jack A. Fusco Management For For
1c Elect Director Patricia K. Collawn Management For For
1d Elect Director Brian E. Edwards Management For For
1e Elect Director Denise Gray Management For For
1f Elect Director Lorraine Mitchelmore Management For For
1g Elect Director Donald F. Robillard, Jr. Management For For
1h Elect Director Matthew Runkle Management For For
1i Elect Director Neal A. Shear Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Advisory Vote on Say on Pay Frequency Management One Year One Year
4 Ratify KPMG LLP as Auditors Management For For
5 Report on Stranded Carbon Asset Risk Shareholder Against Against
 
CHEVRON CORPORATION
MEETING DATE:  MAY 31, 2023
TICKER:  CVX       SECURITY ID:  166764100
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Wanda M. Austin Management For For
1b Elect Director John B. Frank Management For For
1c Elect Director Alice P. Gast Management For For
1d Elect Director Enrique Hernandez, Jr. Management For For
1e Elect Director Marillyn A. Hewson Management For For
1f Elect Director Jon M. Huntsman, Jr. Management For For
1g Elect Director Charles W. Moorman Management For For
1h Elect Director Dambisa F. Moyo Management For For
1i Elect Director Debra Reed-Klages Management For For
1j Elect Director D. James Umpleby, III Management For For
1k Elect Director Cynthia J. Warner Management For For
1l Elect Director Michael K. (Mike) Wirth Management For For
2 Ratify PricewaterhouseCoopers LLP as Auditors Management For For
3 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
4 Advisory Vote on Say on Pay Frequency Management One Year One Year
5 Rescind Scope 3 GHG Reduction Proposal Shareholder Against Against
6 Adopt Medium-Term Scope 3 GHG Reduction Target Shareholder Against Against
7 Recalculate GHG Emissions Baseline to Exclude Emissions from Material Divestitures Shareholder Against Against
8 Establish Board Committee on Decarbonization Risk Shareholder Against Against
9 Report on Social Impact From Plant Closure or Energy Transition Shareholder Against Against
10 Oversee and Report a Racial Equity Audit Shareholder Against Against
11 Publish a Tax Transparency Report Shareholder Against Against
12 Require Independent Board Chair Shareholder Against Against
 
CHORD ENERGY CORPORATION
MEETING DATE:  APR 26, 2023
TICKER:  CHRD       SECURITY ID:  674215207
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Douglas E. Brooks Management For For
1b Elect Director Daniel E. Brown Management For For
1c Elect Director Susan M. Cunningham Management For For
1d Elect Director Samantha F. Holroyd Management For For
1e Elect Director Paul J. Korus Management For For
1f Elect Director Kevin S. McCarthy Management For For
1g Elect Director Anne Taylor Management For For
1h Elect Director Cynthia L. Walker Management For For
1i Elect Director Marguerite N. Woung-Chapman Management For For
2 Ratify PricewaterhouseCoopers LLP as Auditors Management For For
3 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
4 Advisory Vote on Say on Pay Frequency Management One Year One Year
 
CIVITAS RESOURCES, INC.
MEETING DATE:  JUN 01, 2023
TICKER:  CIVI       SECURITY ID:  17888H103
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Wouter van Kempen Management For For
1.2 Elect Director Deborah Byers Management For For
1.3 Elect Director Morris R. Clark Management For For
1.4 Elect Director M. Christopher Doyle Management For For
1.5 Elect Director Carrie M. Fox Management For For
1.6 Elect Director Carrie L. Hudak Management For For
1.7 Elect Director James M. Trimble Management For For
1.8 Elect Director Howard A. Willard, III Management For For
1.9 Elect Director Jeffrey E. Wojahn Management For For
2 Ratify Deloitte & Touche LLP as Auditors Management For For
3 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
4 Provide Right to Call Special Meeting Management For For
5 Provide Right to Act by Written Consent Management For For
6 Amend Certificate of Incorporation to Limit the Liability of Certain Officers Management For For
7 Authorize Shareholders to Fill Director Vacancies Management For For
8 Amend Certificate of Incorporation to Add Federal Forum Selection Provision Management For For
9 Amend Certificate of Incorporation Management For For
 
CONOCOPHILLIPS
MEETING DATE:  MAY 16, 2023
TICKER:  COP       SECURITY ID:  20825C104
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Dennis V. Arriola Management For For
1b Elect Director Jody Freeman Management For For
1c Elect Director Gay Huey Evans Management For For
1d Elect Director Jeffrey A. Joerres Management For For
1e Elect Director Ryan M. Lance Management For For
1f Elect Director Timothy A. Leach Management For For
1g Elect Director William H. McRaven Management For For
1h Elect Director Sharmila Mulligan Management For For
1i Elect Director Eric D. Mullins Management For For
1j Elect Director Arjun N. Murti Management For For
1k Elect Director Robert A. Niblock Management For For
1l Elect Director David T. Seaton Management For For
1m Elect Director R.A. Walker Management For For
2 Ratify Ernst & Young LLP as Auditors Management For For
3 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
4 Advisory Vote on Say on Pay Frequency Management None One Year
5 Provide Right to Call Special Meeting Management For For
6 Approve Omnibus Stock Plan Management For For
7 Require Independent Board Chair Shareholder Against Against
8 Adopt Share Retention Policy For Senior Executives Shareholder Against Against
9 Report on Tax Transparency Shareholder Against Against
10 Report on Lobbying Payments and Policy Shareholder Against Against
 
COTERRA ENERGY INC.
MEETING DATE:  MAY 04, 2023
TICKER:  CTRA       SECURITY ID:  127097103
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Thomas E. Jorden Management For For
1.2 Elect Director Robert S. Boswell Management For For
1.3 Elect Director Dorothy M. Ables Management For For
1.4 Elect Director Amanda M. Brock Management For For
1.5 Elect Director Dan O. Dinges Management For For
1.6 Elect Director Paul N. Eckley Management For For
1.7 Elect Director Hans Helmerich Management For For
1.8 Elect Director Lisa A. Stewart Management For For
1.9 Elect Director Frances M. Vallejo Management For For
1.10 Elect Director Marcus A. Watts Management For For
2 Ratify PricewaterhouseCoopers LLP as Auditors Management For For
3 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
4 Advisory Vote on Say on Pay Frequency Management One Year One Year
5 Approve Omnibus Stock Plan Management For For
6 Report on Reliability of Methane Emission Disclosures Shareholder Against Against
7 Report on Climate Lobbying Shareholder Against Against
 
DEVON ENERGY CORPORATION
MEETING DATE:  JUN 07, 2023
TICKER:  DVN       SECURITY ID:  25179M103
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Barbara M. Baumann Management For For
1.2 Elect Director John E. Bethancourt Management For For
1.3 Elect Director Ann G. Fox Management For For
1.4 Elect Director Gennifer F. Kelly Management For For
1.5 Elect Director Kelt Kindick Management For For
1.6 Elect Director John Krenicki, Jr. Management For For
1.7 Elect Director Karl F. Kurz Management For For
1.8 Elect Director Michael N. Mears Management For For
1.9 Elect Director Robert A. Mosbacher, Jr. Management For For
1.10 Elect Director Richard E. Muncrief Management For For
1.11 Elect Director Valerie M. Williams Management For For
2 Ratify KPMG LLP as Auditors Management For For
3 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
4 Advisory Vote on Say on Pay Frequency Management One Year One Year
5 Amend Certificate of Incorporation to Add Federal Forum Selection Provision Management For For
6 Amend Certificate of Incorporation to Adopt Limitations on the Liability of Officers Management For For
7 Amend Right to Call Special Meeting Shareholder Against Against
 
DIAMONDBACK ENERGY, INC.
MEETING DATE:  JUN 08, 2023
TICKER:  FANG       SECURITY ID:  25278X109
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Travis D. Stice Management For For
1.2 Elect Director Vincent K. Brooks Management For For
1.3 Elect Director David L. Houston Management For For
1.4 Elect Director Rebecca A. Klein Management For For
1.5 Elect Director Stephanie K. Mains Management For For
1.6 Elect Director Mark L. Plaumann Management For For
1.7 Elect Director Melanie M. Trent Management For For
1.8 Elect Director Frank D. Tsuru Management For For
1.9 Elect Director Steven E. West Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Eliminate Supermajority Vote Requirement for Amendments of the Charter and Removal of Directors Management For For
4 Provide Right to Call a Special Meeting at a 25 Percent Ownership Threshold Management For For
5 Amend Certificate of Incorporation to Reflect New Delaware Law Provisions Regarding Officer Exculpation Management For For
6 Ratify Grant Thornton LLP as Auditors Management For For
 
EOG RESOURCES, INC.
MEETING DATE:  MAY 24, 2023
TICKER:  EOG       SECURITY ID:  26875P101
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Janet F. Clark Management For Against
1b Elect Director Charles R. Crisp Management For Against
1c Elect Director Robert P. Daniels Management For Against
1d Elect Director Lynn A. Dugle Management For Against
1e Elect Director C. Christopher Gaut Management For Against
1f Elect Director Michael T. Kerr Management For Against
1g Elect Director Julie J. Robertson Management For Against
1h Elect Director Donald F. Textor Management For Against
1i Elect Director Ezra Y. Yacob Management For For
2 Ratify Deloitte & Touche LLP as Auditors Management For For
3 Advisory Vote to Ratify Named Executive Officers' Compensation Management For Against
4 Advisory Vote on Say on Pay Frequency Management One Year One Year
 
EQT CORPORATION
MEETING DATE:  APR 19, 2023
TICKER:  EQT       SECURITY ID:  26884L109
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Lydia I. Beebe Management For For
1.2 Elect Director Lee M. Canaan Management For For
1.3 Elect Director Janet L. Carrig Management For For
1.4 Elect Director Frank C. Hu Management For For
1.5 Elect Director Kathryn J. Jackson Management For For
1.6 Elect Director John F. McCartney Management For For
1.7 Elect Director James T. McManus, II Management For For
1.8 Elect Director Anita M. Powers Management For For
1.9 Elect Director Daniel J. Rice, IV Management For For
1.10 Elect Director Toby Z. Rice Management For For
1.11 Elect Director Hallie A. Vanderhider Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Advisory Vote on Say on Pay Frequency Management One Year One Year
4 Ratify Ernst & Young LLP as Auditors Management For For
 
EXXON MOBIL CORPORATION
MEETING DATE:  MAY 31, 2023
TICKER:  XOM       SECURITY ID:  30231G102
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Michael J. Angelakis Management For For
1.2 Elect Director Susan K. Avery Management For For
1.3 Elect Director Angela F. Braly Management For For
1.4 Elect Director Gregory J. Goff Management For For
1.5 Elect Director John D. Harris, II Management For For
1.6 Elect Director Kaisa H. Hietala Management For For
1.7 Elect Director Joseph L. Hooley Management For For
1.8 Elect Director Steven A. Kandarian Management For For
1.9 Elect Director Alexander A. Karsner Management For For
1.10 Elect Director Lawrence W. Kellner Management For For
1.11 Elect Director Jeffrey W. Ubben Management For For
1.12 Elect Director Darren W. Woods Management For For
2 Ratify PricewaterhouseCoopers LLP as Auditors Management For For
3 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
4 Advisory Vote on Say on Pay Frequency Management One Year One Year
5 Establish Board Committee on Decarbonization Risk Shareholder Against Against
6 Reduce Executive Stock Holding Period Shareholder Against Against
7 Report on Carbon Capture and Storage Shareholder Against Against
8 Report on Methane Emission Disclosure Reliability Shareholder Against Against
9 Adopt Medium-Term Scope 3 GHG Reduction Target Shareholder Against Against
10 Issue a Report on Worst-Case Impacts of Oil Spills from Operations Offshore of Guyana Shareholder Against Against
11 Recalculate GHG Emissions Baseline to Exclude Emissions from Material Divestitures Shareholder Against Against
12 Report on Asset Retirement Obligations Under IEA NZE Scenario Shareholder Against Against
13 Commission Audited Report on Reduced Plastics Demand Shareholder Against Against
14 Report on Potential Costs of Environmental Litigation Shareholder Against Against
15 Publish a Tax Transparency Report Shareholder Against Against
16 Report on Social Impact From Plant Closure or Energy Transition Shareholder Against Against
17 Report on Benefits and Risks of Commitment to Not Develop Projects in the Arctic *Withdrawn Resolution* Shareholder None None
 
GOLAR LNG LIMITED
MEETING DATE:  AUG 10, 2022
TICKER:  GLNG       SECURITY ID:  G9456A100
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1 Reelect Director Tor Olav Troim Management For For
2 Reelect Director Daniel Rabun Management For For
3 Reelect Director Thorleif Egeli Management For For
4 Reelect Director Carl Steen Management For For
5 Reelect Director Niels G. Stolt-Nielsen Management For For
6 Reelect Director Lori Wheeler Naess Management For For
7 Reelect Director Georgina Sousa Management For For
8 Approve Ernst & Young LLP as Auditors and Authorize Board to Fix Their Remuneration Management For For
9 Approve Remuneration of Directors Management For For
 
HALLIBURTON COMPANY
MEETING DATE:  MAY 17, 2023
TICKER:  HAL       SECURITY ID:  406216101
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Abdulaziz F. Al Khayyal Management For For
1b Elect Director William E. Albrecht Management For For
1c Elect Director M. Katherine Banks Management For For
1d Elect Director Alan M. Bennett Management For For
1e Elect Director Milton Carroll Management For For
1f Elect Director Earl M. Cummings Management For For
1g Elect Director Murry S. Gerber Management For For
1h Elect Director Robert A. Malone Management For For
1i Elect Director Jeffrey A. Miller Management For For
1j Elect Director Bhavesh V. (Bob) Patel Management For For
1k Elect Director Maurice S. Smith Management For For
1l Elect Director Janet L. Weiss Management For For
1m Elect Director Tobi M. Edwards Young Management For For
2 Ratify KPMG LLP as Auditors Management For For
3 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
4 Advisory Vote on Say on Pay Frequency Management One Year One Year
5 Amend Certificate of Incorporation to Limit the Liability of Certain Officers Management For For
6 Amend Certificate of Incorporation Management For For
 
HESS CORPORATION
MEETING DATE:  MAY 17, 2023
TICKER:  HES       SECURITY ID:  42809H107
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Terrence J. Checki Management For For
1b Elect Director Leonard S. Coleman, Jr. Management For For
1c Elect Director Lisa Glatch Management For For
1d Elect Director John B. Hess Management For For
1e Elect Director Edith E. Holiday Management For For
1f Elect Director Marc S. Lipschultz Management For For
1g Elect Director Raymond J. McGuire Management For For
1h Elect Director David McManus Management For For
1i Elect Director Kevin O. Meyers Management For For
1j Elect Director Karyn F. Ovelmen Management For For
1k Elect Director James H. Quigley Management For For
1l Elect Director William G. Schrader Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Advisory Vote on Say on Pay Frequency Management One Year One Year
4 Ratify Ernst & Young LLP as Auditors Management For For
 
IMPERIAL OIL LIMITED
MEETING DATE:  MAY 02, 2023
TICKER:  IMO       SECURITY ID:  453038408
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1A Elect Director David W. Cornhill Management For For
1B Elect Director Bradley W. Corson Management For For
1C Elect Director Matthew R. Crocker Management For For
1D Elect Director Sharon R. Driscoll Management For For
1E Elect Director John Floren Management For For
1F Elect Director Gary J. Goldberg Management For For
1G Elect Director Miranda C. Hubbs Management For For
2 Ratify PricewaterhouseCoopers LLP as Auditors Management For For
3 SP 1: Adopt an Absolute Greenhouse Gas Reduction Target Shareholder Against Against
4 SP 2: Report on the Impact of the Energy Transition on Asset Retirement Obligations Shareholder Against Against
 
MAGNOLIA OIL & GAS CORPORATION
MEETING DATE:  MAY 03, 2023
TICKER:  MGY       SECURITY ID:  559663109
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Christopher G. Stavros Management For For
1b Elect Director Arcilia C. Acosta Management For For
1c Elect Director Angela M. Busch Management For For
1d Elect Director Edward P. Djerejian Management For For
1e Elect Director James R. Larson Management For For
1f Elect Director Dan F. Smith Management For For
1g Elect Director John B. Walker Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Ratify KPMG LLP as Auditors Management For For
 
MARATHON PETROLEUM CORPORATION
MEETING DATE:  APR 26, 2023
TICKER:  MPC       SECURITY ID:  56585A102
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director J. Michael Stice Management For For
1.2 Elect Director John P. Surma Management For For
1.3 Elect Director Susan Tomasky Management For For
1.4 Elect Director Toni Townes-Whitley Management For For
2 Ratify PricewaterhouseCoopers LLP as Auditors Management For For
3 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
4 Declassify the Board of Directors Management For For
5 Eliminate Supermajority Vote Requirement Management For For
6 Approve Increase in Size of Board Management For For
7 Adopt Simple Majority Vote Shareholder Against For
8 Amend Compensation Clawback Policy Shareholder Against Against
9 Report on Just Transition Shareholder Against Against
10 Report on Asset Retirement Obligation Shareholder Against Against
 
NEXTIER OILFIELD SOLUTIONS INC.
MEETING DATE:  JUN 13, 2023
TICKER:  NEX       SECURITY ID:  65290C105
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Robert W. Drummond Management For For
1b Elect Director Leslie A. Beyer Management For For
1c Elect Director Stuart M. Brightman Management For For
1d Elect Director Gary M. Halverson Management For For
1e Elect Director Patrick M. Murray Management For For
1f Elect Director Amy H. Nelson Management For For
1g Elect Director Melvin G. Riggs Management For For
1h Elect Director Bernardo J. Rodriguez Management For For
1i Elect Director Michael Roemer Management For For
1j Elect Director James C. Stewart Management For For
1k Elect Director Scott R. Wille Management For For
2 Ratify KPMG LLP as Auditors Management For For
3 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
4 Amend Omnibus Stock Plan Management For For
 
NOBLE CORPORATION PLC
MEETING DATE:  MAY 02, 2023
TICKER:  NE       SECURITY ID:  G65431127
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1 Elect Director Robert W. Eifler Management For For
2 Elect Director Claus V. Hemmingsen Management For For
3 Elect Director Alan J. Hirshberg Management For Against
4 Elect Director Kristin H. Holth Management For For
5 Elect Director Alastair Maxwell Management For For
6 Elect Director Ann D. Pickard Management For Against
7 Elect Director Charles M. Sledge Management For For
8 Ratify PricewaterhouseCoopers LLP (US) as Auditors Management For For
9 Reappoint PricewaterhouseCoopers LLP (UK) as Auditors Management For For
10 Authorise Board to Fix Remuneration of Auditors Management For For
11 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
12 Approve Remuneration Report Management For For
13 Approve Remuneration Policy Management For For
14 Advisory Vote on Say on Pay Frequency Management One Year One Year
 
NORTHERN OIL AND GAS, INC.
MEETING DATE:  MAY 25, 2023
TICKER:  NOG       SECURITY ID:  665531307
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Bahram Akradi Management For For
1.2 Elect Director Lisa Bromiley Management For For
1.3 Elect Director Roy "Ernie" Easley Management For For
1.4 Elect Director Michael Frantz Management For For
1.5 Elect Director William Kimble Management For For
1.6 Elect Director Jack King Management For For
1.7 Elect Director Stuart Lasher Management For For
1.8 Elect Director Jennifer Pomerantz Management For For
2 Ratify Deloitte & Touche LLP as Auditors Management For For
3 Amend Omnibus Stock Plan Management For For
4 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
5 Advisory Vote on Say on Pay Frequency Management One Year One Year
 
NOV INC.
MEETING DATE:  MAY 17, 2023
TICKER:  NOV       SECURITY ID:  62955J103
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Clay C. Williams Management For For
1b Elect Director Greg L. Armstrong Management For For
1c Elect Director Marcela E. Donadio Management For For
1d Elect Director Ben A. Guill Management For For
1e Elect Director David D. Harrison Management For For
1f Elect Director Eric L. Mattson Management For For
1g Elect Director William R. Thomas Management For For
1h Elect Director Robert S. Welborn Management For For
2 Ratify Ernst & Young LLP as Auditors Management For For
3 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
4 Advisory Vote on Say on Pay Frequency Management One Year One Year
5 Amend Certificate of Incorporation to Provide for Exculpation of Liability of Certain Officers Management For For
 
OCCIDENTAL PETROLEUM CORPORATION
MEETING DATE:  MAY 05, 2023
TICKER:  OXY       SECURITY ID:  674599105
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Vicky A. Bailey Management For For
1b Elect Director Andrew Gould Management For For
1c Elect Director Carlos M. Gutierrez Management For For
1d Elect Director Vicki Hollub Management For For
1e Elect Director William R. Klesse Management For For
1f Elect Director Jack B. Moore Management For For
1g Elect Director Claire O'Neill Management For For
1h Elect Director Avedick B. Poladian Management For For
1i Elect Director Ken Robinson Management For For
1j Elect Director Robert M. Shearer Management For For
2 Advisory Vote on Say on Pay Frequency Management One Year One Year
3 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
4 Ratify KPMG LLP as Auditors Management For For
5 Require Independent Board Chair Shareholder Against Against
 
OCEANEERING INTERNATIONAL, INC.
MEETING DATE:  MAY 16, 2023
TICKER:  OII       SECURITY ID:  675232102
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director William B. Berry Management For For
1b Elect Director Jon Erik Reinhardsen Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Advisory Vote on Say on Pay Frequency Management One Year One Year
4 Ratify Ernst & Young LLP as Auditors Management For For
 
ODFJELL DRILLING LTD.
MEETING DATE:  SEP 21, 2022
TICKER:  ODL       SECURITY ID:  G67180102
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.a Reelect Simen Lieungh as Director Management For For
1.b Reelect Helene Odfjell as Director Management For For
1.c Reelect Thomas Marsoner as Director Management For For
1.d Reelect Harald Thorstein as Director Management For For
2 Approve KPMG AS as Auditors and Authorize Board to Fix Their Remuneration Management For For
3 Approve Remuneration of Directors in the Aggregate Amount of USD 250,000 Management For For
4 Approve Remuneration Report Management For For
5 Amend Remuneration Policy And Other Terms of Employment For Executive Management Management For For
 
ODFJELL DRILLING LTD.
MEETING DATE:  JUN 20, 2023
TICKER:  ODL       SECURITY ID:  G67180102
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.a Reelect Simen Lieungh as Director Management For For
1.b Reelect Helene Odfjell as Director Management For For
1.c Reelect Harald Thorstein as Director Management For For
1.d Reelect Knut Hatleskog as Director Management For For
2 Ratify KPMG as Auditors; Approve Remuneration of Auditors Management For For
3 Authorize Board to Fix Remuneration of Directors Management For For
4 Approve Remuneration Report Management For Against
 
OVINTIV INC.
MEETING DATE:  MAY 03, 2023
TICKER:  OVV       SECURITY ID:  69047Q102
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Peter A.Dea Management For For
1b Elect Director Meg A. Gentle Management For For
1c Elect Director Ralph Izzo Management For For
1d Elect Director Howard J. Mayson Management For For
1e Elect Director Brendan M. McCracken Management For For
1f Elect Director Lee A. McIntire Management For For
1g Elect Director Katherine L. Minyard Management For For
1h Elect Director Steven W. Nance Management For For
1i Elect Director Suzanne P. Nimocks Management For For
1j Elect Director George L. Pita Management For For
1k Elect Director Thomas G. Ricks Management For For
1l Elect Director Brian G. Shaw Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Advisory Vote on Say on Pay Frequency Management One Year One Year
4 Ratify PricewaterhouseCoopers LLP as Auditors Management For For
 
PDC ENERGY, INC.
MEETING DATE:  MAY 24, 2023
TICKER:  PDCE       SECURITY ID:  69327R101
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Barton R. Brookman Management For For
1.2 Elect Director Pamela R. Butcher Management For For
1.3 Elect Director Mark E. Ellis Management For For
1.4 Elect Director Paul J. Korus Management For For
1.5 Elect Director Lynn A. Peterson Management For For
1.6 Elect Director Carlos A. Sabater Management For For
1.7 Elect Director Diana L. Sands Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Ratify PricewaterhouseCoopers LLP as Auditors Management For For
4 Advisory Vote on Say on Pay Frequency Management One Year One Year
 
PHILLIPS 66
MEETING DATE:  MAY 10, 2023
TICKER:  PSX       SECURITY ID:  718546104
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Gregory J. Hayes Management For For
1b Elect Director Charles M. Holley Management For For
1c Elect Director Denise R. Singleton Management For For
1d Elect Director Glenn F. Tilton Management For For
1e Elect Director Marna C. Whittington Management For For
2 Declassify the Board of Directors Management For For
3 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
4 Ratify Ernst & Young LLP as Auditors Management For For
5 Publish Audited Report on Impacts of a Significant Reduction in Virgin Plastic Demand Shareholder Against Against
 
PIONEER NATURAL RESOURCES COMPANY
MEETING DATE:  MAY 25, 2023
TICKER:  PXD       SECURITY ID:  723787107
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director A.R Alameddine Management For For
1b Elect Director Lori G. Billingsley Management For For
1c Elect Director Edison C. Buchanan Management For For
1d Elect Director Richard P. Dealy Management For For
1e Elect Director Maria S. Dreyfus Management For For
1f Elect Director Matthew M. Gallagher Management For For
1g Elect Director Phillip A. Gobe Management For For
1h Elect Director Stacy P. Methvin Management For For
1i Elect Director Royce W. Mitchell Management For For
1j Elect Director Scott D. Sheffield Management For For
1k Elect Director J. Kenneth Thompson Management For For
1l Elect Director Phoebe A. Wood Management For For
2 Ratify Ernst & Young LLP as Auditors Management For For
3 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
4 Advisory Vote on Say on Pay Frequency Management One Year One Year
 
PROFRAC HOLDING CORP.
MEETING DATE:  JUN 01, 2023
TICKER:  ACDC       SECURITY ID:  74319N100
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Theresa Glebocki Management For For
1.2 Elect Director Gerald Haddock Management For For
1.3 Elect Director Sergei Krylov Management For For
1.4 Elect Director Stacy Nieuwoudt Management For For
1.5 Elect Director James C. 'Coy' Randle, Jr. Management For For
1.6 Elect Director Matthew D. Wilks Management For For
2 Advisory Vote on Say on Pay Frequency Management One Year One Year
3 Ratify Grant Thornton LLP as Auditors Management For For
 
PROPETRO HOLDING CORP.
MEETING DATE:  MAY 11, 2023
TICKER:  PUMP       SECURITY ID:  74347M108
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Samuel D. Sledge Management For For
1.2 Elect Director Phillip A. Gobe Management For For
1.3 Elect Director Spencer D. Armour, III Management For For
1.4 Elect Director Mark S. Berg Management For For
1.5 Elect Director Anthony J. Best Management For For
1.6 Elect Director Michele Vion Management For For
1.7 Elect Director Mary P. Ricciardello Management For For
1.8 Elect Director G. Larry Lawrence Management For For
1.9 Elect Director Jack B. Moore Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Amend Omnibus Stock Plan Management For For
4 Ratify RSM US LLP as Auditors Management For For
 
RANGE RESOURCES CORPORATION
MEETING DATE:  MAY 10, 2023
TICKER:  RRC       SECURITY ID:  75281A109
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Brenda A. Cline Management For For
1b Elect Director Margaret K. Dorman Management For For
1c Elect Director James M. Funk Management For For
1d Elect Director Steve D. Gray Management For For
1e Elect Director Greg G. Maxwell Management For For
1f Elect Director Reginal W. Spiller Management For For
1g Elect Director Dennis L. Degner Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Advisory Vote on Say on Pay Frequency Management One Year One Year
4 Ratify Ernst & Young LLP as Auditors Management For For
 
SCHLUMBERGER N.V.
MEETING DATE:  APR 05, 2023
TICKER:  SLB       SECURITY ID:  806857108
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Peter Coleman Management For For
1.2 Elect Director Patrick de La Chevardiere Management For For
1.3 Elect Director Miguel Galuccio Management For For
1.4 Elect Director Olivier Le Peuch Management For For
1.5 Elect Director Samuel Leupold Management For For
1.6 Elect Director Tatiana Mitrova Management For For
1.7 Elect Director Maria Moraeus Hanssen Management For For
1.8 Elect Director Vanitha Narayanan Management For For
1.9 Elect Director Mark Papa Management For For
1.10 Elect Director Jeff Sheets Management For For
1.11 Elect Director Ulrich Spiesshofer Management For For
2 Advisory Vote on Say on Pay Frequency Management One Year One Year
3 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
4 Adopt and Approve Financials and Dividends Management For For
5 Ratify PricewaterhouseCoopers LLP as Auditors Management For For
 
SHELF DRILLING LTD.
MEETING DATE:  AUG 31, 2022
TICKER:  SHLF       SECURITY ID:  G23627105
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1 Receive Financial Statements and Statutory Reports (Non-Voting) Management None None
2 Increase Authorized Common Stock Management For Did Not Vote
 
SHELF DRILLING LTD.
MEETING DATE:  NOV 30, 2022
TICKER:  SHLF       SECURITY ID:  G23627105
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1 Authorize Evidence and Transfer Title to Company's Listed Shares Management For For
2 Amend Articles Re: Register of Members, Transfer of Shares Management For For
 
SHELF DRILLING LTD.
MEETING DATE:  JUN 12, 2023
TICKER:  SHLF       SECURITY ID:  G23627105
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1 Receive Financial Statements and Statutory Reports (Non-Voting) Management None None
2 Elect Mei Xianzhi as Director Management For Against
 
SM ENERGY COMPANY
MEETING DATE:  MAY 25, 2023
TICKER:  SM       SECURITY ID:  78454L100
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Carla J. Bailo Management For For
1.2 Elect Director Stephen R. Brand Management For For
1.3 Elect Director Ramiro G. Peru Management For For
1.4 Elect Director Anita M. Powers Management For For
1.5 Elect Director Julio M. Quintana Management For For
1.6 Elect Director Rose M. Robeson Management For For
1.7 Elect Director William D. Sullivan Management For For
1.8 Elect Director Herbert S. Vogel Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Advisory Vote on Say on Pay Frequency Management One Year One Year
4 Ratify Ernst & Young LLP as Auditors Management For For
5 Amend Certificate of Incorporation to Reflect New Delaware Law Provisions Regarding Officer Exculpation Management For For
 
SUNCOR ENERGY INC.
MEETING DATE:  MAY 09, 2023
TICKER:  SU       SECURITY ID:  867224107
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Ian R. Ashby Management For For
1.2 Elect Director Patricia M. Bedient Management For For
1.3 Elect Director Russell K. Girling Management For For
1.4 Elect Director Jean Paul (JP) Gladu Management For For
1.5 Elect Director Dennis M. Houston Management For For
1.6 Elect Director Richard M. Kruger Management For For
1.7 Elect Director Brian P. MacDonald Management For For
1.8 Elect Director Lorraine Mitchelmore Management For For
1.9 Elect Director Daniel Romasko Management For For
1.10 Elect Director Christopher R. Seasons Management For For
1.11 Elect Director M. Jacqueline Sheppard Management For For
1.12 Elect Director Eira M. Thomas Management For For
1.13 Elect Director Michael M. Wilson Management For For
2 Ratify KPMG LLP as Auditors Management For For
3 Advisory Vote on Executive Compensation Approach Management For For
4 SP 1: Report on Alignment of Capital Expenditure Plans with 2030 Emissions Reductions Target and 2050 Net Zero Pledge Shareholder Against Against
 
TECHNIPFMC PLC
MEETING DATE:  APR 28, 2023
TICKER:  FTI       SECURITY ID:  G87110105
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Douglas J. Pferdehirt Management For For
1b Elect Director Claire S. Farley Management For For
1c Elect Director Eleazar de Carvalho Filho Management For For
1d Elect Director Robert G. Gwin Management For For
1e Elect Director John O'Leary Management For For
1f Elect Director Margareth Ovrum Management For For
1g Elect Director Kay G. Priestly Management For For
1h Elect Director John Yearwood Management For For
1i Elect Director Sophie Zurquiyah Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Approve Directors' Remuneration Report Management For For
4 Accept Financial Statements and Statutory Reports Management For For
5 Ratify PwC as Auditors Management For For
6 Reappoint PwC as U.K. Statutory Auditor Management For For
7 Authorise Board to Fix Remuneration of Auditors Management For For
8 Authorise Issue of Equity Management For For
9 Authorise Issue of Equity without Pre-emptive Rights Management For For
 
VALARIS LIMITED
MEETING DATE:  JUN 07, 2023
TICKER:  VAL       SECURITY ID:  G9460G101
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Anton Dibowitz Management For For
1b Elect Director Dick Fagerstal Management For For
1c Elect Director Joseph Goldschmid Management For For
1d Elect Director Catherine J. Hughes Management For For
1e Elect Director Kristian Johansen Management For For
1f Elect Director Elizabeth D. Leykum Management For For
1g Elect Director Deepak Munganahalli Management For For
1h Elect Director James W. Swent, III Management For For
2 Advisory Vote to Ratify Named Executive Officers'Compensation Management For For
3 Advisory Vote on Say on Pay Frequency Management One Year One Year
4 Approve KPMG LLP as Auditors and Authorize Board to Fix Their Remuneration Management For For
 
VALERO ENERGY CORPORATION
MEETING DATE:  MAY 09, 2023
TICKER:  VLO       SECURITY ID:  91913Y100
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Fred M. Diaz Management For For
1b Elect Director H. Paulett Eberhart Management For For
1c Elect Director Marie A. Ffolkes Management For For
1d Elect Director Joseph W. Gorder Management For For
1e Elect Director Kimberly S. Greene Management For For
1f Elect Director Deborah P. Majoras Management For For
1g Elect Director Eric D. Mullins Management For For
1h Elect Director Donald L. Nickles Management For For
1i Elect Director Robert A. Profusek Management For For
1j Elect Director Randall J. Weisenburger Management For For
1k Elect Director Rayford Wilkins, Jr. Management For For
2 Ratify KPMG LLP as Auditors Management For For
3 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
4 Advisory Vote on Say on Pay Frequency Management One Year One Year
5 Report on Climate Transition Plan and GHG Emissions Reduction Targets Shareholder Against Against
6 Oversee and Report a Racial Equity Audit Shareholder Against Against
 
VISTRA CORP.
MEETING DATE:  MAY 02, 2023
TICKER:  VST       SECURITY ID:  92840M102
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Scott B. Helm Management For For
1.2 Elect Director Hilary E. Ackermann Management For For
1.3 Elect Director Arcilia C. Acosta Management For For
1.4 Elect Director Gavin R. Baiera Management For For
1.5 Elect Director Paul M. Barbas Management For For
1.6 Elect Director James A. Burke Management For For
1.7 Elect Director Lisa Crutchfield Management For For
1.8 Elect Director Brian K. Ferraioli Management For For
1.9 Elect Director Jeff D. Hunter Management For For
1.10 Elect Director Julie A. Lagacy Management For For
1.11 Elect Director John R. (J.R.) Sult Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Ratify Deloitte & Touche LLP as Auditors Management For For

VOTE SUMMARY REPORT
FIDELITY ADVISOR FINANCIALS FUND (FORMERLY KNOWN AS: FIDELITY ADVISOR FINANCIAL SERVICES FUND)
07/01/2022 - 06/30/2023

Note:  The Security ID will be the CUSIP (Committee on Uniform Securities Identification Procedures) when available. When CUSIP is not available, an alternate identifier, e.g., CINS, will be provided.

 
AFFILIATED MANAGERS GROUP, INC.
MEETING DATE:  MAY 25, 2023
TICKER:  AMG       SECURITY ID:  008252108
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Karen L. Alvingham Management For For
1b Elect Director Tracy A. Atkinson Management For For
1c Elect Director Dwight D. Churchill Management For For
1d Elect Director Jay C. Horgen Management For For
1e Elect Director Reuben Jeffery, III Management For For
1f Elect Director Felix V. Matos Rodriguez Management For For
1g Elect Director Tracy P. Palandjian Management For For
1h Elect Director David C. Ryan Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Advisory Vote on Say on Pay Frequency Management One Year One Year
4 Ratify PricewaterhouseCoopers LLP as Auditors Management For For
 
AMERICAN FINANCIAL GROUP, INC.
MEETING DATE:  MAY 17, 2023
TICKER:  AFG       SECURITY ID:  025932104
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Carl H. Lindner, III Management For For
1.2 Elect Director S. Craig Lindner Management For For
1.3 Elect Director John B. Berding Management For For
1.4 Elect Director James E. Evans Management For For
1.5 Elect Director Terry S. Jacobs Management For For
1.6 Elect Director Gregory G. Joseph Management For For
1.7 Elect Director Mary Beth Martin Management For For
1.8 Elect Director Amy Y. Murray Management For For
1.9 Elect Director Evans N. Nwankwo Management For For
1.10 Elect Director William W. Verity Management For For
1.11 Elect Director John I. Von Lehman Management For For
2 Ratify Ernst & Young LLP as Auditors Management For For
3 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
4 Advisory Vote on Say on Pay Frequency Management One Year One Year
 
APOLLO GLOBAL MANAGEMENT, INC.
MEETING DATE:  OCT 07, 2022
TICKER:  APO       SECURITY ID:  03769M106
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Marc A. Beilinson Management For For
1.2 Elect Director James R. Belardi Management For For
1.3 Elect Director Jessica Bibliowicz Management For For
1.4 Elect Director Walter (Jay) Clayton, III Management For For
1.5 Elect Director Michael Ducey Management For For
1.6 Elect Director Richard Emerson Management For For
1.7 Elect Director Kerry Murphy Healey Management For For
1.8 Elect Director Mitra Hormozi Management For For
1.9 Elect Director Pamela Joyner Management For For
1.10 Elect Director Scott Kleinman Management For For
1.11 Elect Director A.B. Krongard Management For For
1.12 Elect Director Pauline Richards Management For For
1.13 Elect Director Marc Rowan Management For For
1.14 Elect Director David Simon Management For For
1.15 Elect Director Lynn Swann Management For For
1.16 Elect Director James Zelter Management For For
2 Ratify Deloitte & Touche LLP as Auditors Management For For
 
ARTHUR J. GALLAGHER & CO.
MEETING DATE:  MAY 09, 2023
TICKER:  AJG       SECURITY ID:  363576109
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Sherry S. Barrat Management For For
1b Elect Director William L. Bax Management For For
1c Elect Director Teresa H. Clarke Management For For
1d Elect Director D. John Coldman Management For For
1e Elect Director J. Patrick Gallagher, Jr. Management For For
1f Elect Director David S. Johnson Management For For
1g Elect Director Christopher C. Miskel Management For For
1h Elect Director Ralph J. Nicoletti Management For For
1i Elect Director Norman L. Rosenthal Management For For
2 Ratify Ernst & Young LLP as Auditors Management For For
3 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
4 Advisory Vote on Say on Pay Frequency Management One Year One Year
5 Amend Certificate of Incorporation to Limit the Personal Liability of Certain Officers Management For For
 
ASSOCIATED BANC-CORP
MEETING DATE:  APR 25, 2023
TICKER:  ASB       SECURITY ID:  045487105
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director R. Jay Gerken Management For For
1.2 Elect Director Judith P. Greffin Management For For
1.3 Elect Director Michael J. Haddad Management For For
1.4 Elect Director Andrew J. Harmening Management For For
1.5 Elect Director Robert A. Jeffe Management For For
1.6 Elect Director Eileen A. Kamerick Management For For
1.7 Elect Director Gale E. Klappa Management For For
1.8 Elect Director Cory L. Nettles Management For For
1.9 Elect Director Karen T. van Lith Management For For
1.10 Elect Director John (Jay) B. Williams Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Ratify KPMG LLP as Auditors Management For For
 
ASSURANT, INC.
MEETING DATE:  MAY 11, 2023
TICKER:  AIZ       SECURITY ID:  04621X108
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Elaine D. Rosen Management For For
1b Elect Director Paget L. Alves Management For For
1c Elect Director Rajiv Basu Management For For
1d Elect Director J. Braxton Carter Management For For
1e Elect Director Juan N. Cento Management For For
1f Elect Director Keith W. Demmings Management For For
1g Elect Director Harriet Edelman Management For For
1h Elect Director Sari Granat Management For For
1i Elect Director Lawrence V. Jackson Management For For
1j Elect Director Debra J. Perry Management For For
1k Elect Director Ognjen (Ogi) Redzic Management For For
1l Elect Director Paul J. Reilly Management For For
1m Elect Director Robert W. Stein Management For For
2 Ratify PricewaterhouseCoopers LLP as Auditors Management For For
3 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
4 Advisory Vote on Say on Pay Frequency Management One Year One Year
 
BANK OF AMERICA CORPORATION
MEETING DATE:  APR 25, 2023
TICKER:  BAC       SECURITY ID:  060505104
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Sharon L. Allen Management For For
1b Elect Director Jose (Joe) E. Almeida Management For For
1c Elect Director Frank P. Bramble, Sr. Management For For
1d Elect Director Pierre J.P. de Weck Management For For
1e Elect Director Arnold W. Donald Management For For
1f Elect Director Linda P. Hudson Management For For
1g Elect Director Monica C. Lozano Management For For
1h Elect Director Brian T. Moynihan Management For For
1i Elect Director Lionel L. Nowell, III Management For For
1j Elect Director Denise L. Ramos Management For For
1k Elect Director Clayton S. Rose Management For For
1l Elect Director Michael D. White Management For For
1m Elect Director Thomas D. Woods Management For For
1n Elect Director Maria T. Zuber Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Advisory Vote on Say on Pay Frequency Management One Year One Year
4 Ratify PricewaterhouseCoopers LLP as Auditors Management For For
5 Amend Omnibus Stock Plan Management For For
6 Require Independent Board Chair Shareholder Against Against
7 Submit Severance Agreement (Change-in-Control) to Shareholder Vote Shareholder Against Against
8 Disclose 2030 Absolute GHG Reduction Targets Associated with Lending and Underwriting Shareholder Against Against
9 Report on Climate Transition Plan Describing Efforts to Align Financing Activities with GHG Targets Shareholder Against Against
10 Adopt Time-Bound Policy to Phase Out Underwriting and Lending for New Fossil Fuel Development Shareholder Against Against
11 Commission Third Party Racial Equity Audit Shareholder Against Against
 
BEAZLEY PLC
MEETING DATE:  APR 25, 2023
TICKER:  BEZ       SECURITY ID:  G0936K107
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1 Accept Financial Statements and Statutory Reports Management For For
2 Approve Remuneration Report Management For For
3 Approve Remuneration Policy Management For For
4 Approve Interim Dividends Management For For
5 Re-elect Rajesh Agrawal as Director Management For For
6 Re-elect Adrian Cox as Director Management For For
7 Re-elect Pierre-Olivier Desaulle as Director Management For For
8 Re-elect Nicola Hodson as Director Management For For
9 Re-elect Sally Lake as Director Management For For
10 Re-elect Christine LaSala as Director Management For For
11 Re-elect John Reizenstein as Director Management For For
12 Re-elect Robert Stuchbery as Director Management For For
13 Elect Clive Bannister as Director Management For For
14 Elect Fiona Muldoon as Director Management For For
15 Elect Cecilia Reyes Leuzinger as Director Management For For
16 Reappoint EY as Auditors Management For For
17 Authorise the Audit Committee to Fix Remuneration of Auditors Management For For
18 Approve UK Share Incentive Plan Management For For
19 Approve International Share Incentive Plan Management For For
20 Amend Long Term Incentive Plan Management For For
21 Authorise Issue of Equity Management For For
22 Authorise Issue of Equity without Pre-emptive Rights Management For For
23 Authorise Issue of Equity without Pre-emptive Rights in Connection with an Acquisition or Specified Capital Investment Management For For
24 Authorise Market Purchase of Ordinary Shares Management For For
25 Authorise the Company to Call General Meeting with Two Weeks' Notice Management For For
 
BLACK KNIGHT, INC.
MEETING DATE:  SEP 21, 2022
TICKER:  BKI       SECURITY ID:  09215C105
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1 Approve Merger Agreement Management For For
2 Advisory Vote on Golden Parachutes Management For For
3 Adjourn Meeting Management For For
 
BOLSA MEXICANA DE VALORES SAB DE CV
MEETING DATE:  APR 27, 2023
TICKER:  BOLSAA       SECURITY ID:  P17330104
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1.1 Approve CEO's Report and External Auditor's Report Management For For
1.1.2 Approve Board's Report on Operations and Results of Company Management For For
1.1.3 Approve Board's Opinion on CEO's Report Management For For
1.1.4 Approve to Add Copy of Reports Mentioned in Previous Items and Opinion to Minutes of Meeting Management For For
1.2 Approve Board's Report on Policies and Accounting Information and Criteria Followed in Preparation of Financial Information Management For For
1.3 Approve Report on Activities and Operations Undertaken by Board Management For For
1.4 Approve Individual and Consolidated Financial Statements Management For For
1.5.1 Approve Chairman's Report of Audit Committee Management For For
1.5.2 Approve Chairman's Report of Corporate Practices Committee Management For For
1.6 Approve Reports of Other Committees Management For For
1.7.1 Approve Discharge of Board Management For For
1.7.2 Approve Discharge of Audit Committee Management For For
1.7.3 Approve Discharge of Corporate Practices Committee Management For For
1.8 Approve Report of Statutory Auditors Management For For
1.9 Accept Report on Compliance with Fiscal Obligations Management For For
2.1 Approve Allocation of MXN 83.09 Million to Increase Legal Reserve Management For For
2.2 Approve Allocation of MXN 1.67 Billion to Reserve of Accumulated Earnings Pending to be Applied Management For For
3.1 Approve Cash Dividends of MXN 2.30 Per Share Management For For
4.1 Approve Discharge of Board Management For For
4.2.a Elect or Ratify Marcos Alejandro Martinez Gavica as Director Management For For
4.2.b Elect or Ratify Carlos Bremer Gutierrez as Director Management For For
4.2.c Elect or Ratify Eduardo Cepeda Fernandez as Director Management For Against
4.2.d Elect or Ratify Gina Diez Barroso Azcarraga as Director Management For For
4.2.e Elect or Ratify Felipe Garcia-Moreno Rodriguez as Director Management For For
4.2.f Elect or Ratify Felipe Garcia Ascencio as Director Management For For
4.2.g Elect or Ratify Carlos Hank Gonzalez as Director Management For For
4.2.h Elect or Ratify Claudia Janez Sanchez as Director Management For For
4.2.i Elect or Ratify Ernesto Ortega Arellano as Director Management For For
4.2.j Elect or Ratify Tania Ortiz Mena Lopez Negrete as Director Management For For
4.2.k Elect or Ratify Eduardo Osuna Osuna as Director Management For For
4.2.l Elect or Ratify Clemente Ismael Reyes-Retana Valdes as Director Management For For
4.2.m Elect or Ratify Alberto Torrado Martinez as Director Management For For
4.2.n Elect or Ratify Blanca Avelina Trevino de Vega as Director Management For For
4.2.o Elect or Ratify Eduardo Valdes Acra as Director Management For For
4.2.p Elect or Ratify Edgardo Mauricio Cantu Delgado as Alternate Director Management For For
4.2.q Elect or Ratify Tomas Christian Ehrenberg Aldford as Alternate Director Management For For
4.2.r Elect or Ratify Marcos Ramirez Miguel as Alternate Director Management For For
4.2.s Elect or Ratify Alvaro Vaqueiro Ussel as Alternate Director Management For For
4.3.1 Approve Any Alternate Director Can Replace Director; Approve Independence Classification of Independent Directors Management For For
4.4 Accept Resignation of Each Person Who do not Ratify themselves as Director Management For For
4.5 Ratify Marcos Alejandro Martinez Gavica as Board Chairman Management For For
4.6 Ratify Rafael Robles Miaja as Secretary of Board Management For For
4.7 Ratify Maria Luisa Petricioli Castellon as Deputy Secretary of Board Management For For
4.8 Elect Statutory Auditor Management For For
4.9 Ratify Clemente Ismael Reyes-Retana Valdes as Chairman and Member of Audit Committee Management For For
4.10 Elect Claudia Janez Sanchez as Member of Audit Committee Management For For
4.11 Ratify Marcos Alejandro Martinez Gavica as Member of Audit Committee Management For For
4.12 Elect Eduardo Valdes Acra as Member of Audit Committee Management For For
4.13 Ratify Tania Ortiz Mena Lopez Negrete as Chairman and Member of Corporate Practices Committee Management For For
4.14 Ratify Gina Diez Barroso Azcarraga as Member of Corporate Practices Committee Management For For
4.15 Ratify Alberto Torrado Martinez as Member of Corporate Practices Committee Management For For
4.16 Ratify Marcos Alejandro Martinez Gavica as Member of Corporate Practices Committee Management For For
4.17 Authorize Board to Elect Rest of Members and Chairmen of Committees Management For For
5.1 Approve Remuneration of Directors and Company Secretary Management For For
5.2 Approve Remuneration of Members of Audit Committee in the Amount of MXN 60,000 Management For For
5.3 Approve Remuneration of Members of Corporate Practices Committees in the Amount of MXN 60,000 Management For For
6.1 Approve Report of Policies Related to Repurchase of Shares Management For For
6.2 Approve Report on Company Has 15.26 Million Series A Class I Repurchase Shares Management For For
7.1 Set Amount of Share Repurchase Reserve Management For For
8.1 Authorize Rafael Robles Miaja, Maria Luisa Petricioli Castellon and Clementina Ramirez de Arellano Moreno to Ratify and Execute Approved Resolutions Management For For
 
BROOKFIELD ASSET MANAGEMENT INC.
MEETING DATE:  NOV 09, 2022
TICKER:  BAM.A       SECURITY ID:  112585104
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1 Approve Division of the Corporation into Two Publicly Traded Companies and the Distribution of its Asset Management Business Ownership Management For For
2 Approve MSOP Resolution Management For For
3 Approve NQMSOP Resolution Management For For
4 Approve Manager Escrowed Stock Plan Resolution Management For For
 
BROOKFIELD ASSET MANAGEMENT LTD.
MEETING DATE:  JUN 09, 2023
TICKER:  BAM       SECURITY ID:  113004105
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Marcel R. Coutu Management For For
1.2 Elect Director Olivia (Liv) Garfield Management For For
1.3 Elect Director Nili Gilbert Management For For
1.4 Elect Director Allison Kirkby Management For For
1.5 Elect Director Diana Noble Management For For
1.6 Elect Director Satish Rai Management For For
2 Approve Deloitte LLP as Auditors and Authorize Board to Fix Their Remuneration Management For For
3 Amend Escrowed Stock Plan Management For For
 
BROOKFIELD CORPORATION
MEETING DATE:  JUN 09, 2023
TICKER:  BN       SECURITY ID:  11271J107
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1 Approve Decrease in Size of Board from Sixteen to Fourteen Management For For
2.1 Elect Director M. Elyse Allan Management For For
2.2 Elect Director Angela F. Braly Management For For
2.3 Elect Director Janice Fukakusa Management For For
2.4 Elect Director Maureen Kempston Darkes Management For For
2.5 Elect Director Frank J. McKenna Management For For
2.6 Elect Director Hutham S. Olayan Management For For
2.7 Elect Director Diana L. Taylor Management For For
3 Approve Deloitte LLP as Auditors and Authorize Board to Fix Their Remuneration Management For For
4 Advisory Vote on Executive Compensation Approach Management For For
5 Amend Escrowed Stock Plan Management For For
6 Approve BNRE Restricted Stock Plan Management For For
7 SP: Report on Tax Transparency Shareholder Against Against
 
CADENCE BANK
MEETING DATE:  APR 26, 2023
TICKER:  CADE       SECURITY ID:  12740C103
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Deborah M. Cannon Management For For
1.2 Elect Director Warren A. Hood, Jr. Management For For
1.3 Elect Director Precious W. Owodunni Management For For
1.4 Elect Director Thomas R. Stanton Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Advisory Vote on Say on Pay Frequency Management One Year One Year
4 Ratify FORVIS, LLP as Auditors Management For For
 
CANNAE HOLDINGS, INC.
MEETING DATE:  JUN 21, 2023
TICKER:  CNNE       SECURITY ID:  13765N107
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Hugh R. Harris Management For Withhold
1.2 Elect Director C. Malcolm Holland Management For Withhold
1.3 Elect Director Mark D. Linehan Management For Withhold
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Ratify Deloitte & Touche LLP as Auditors Management For For
 
CAPITAL ONE FINANCIAL CORPORATION
MEETING DATE:  MAY 04, 2023
TICKER:  COF       SECURITY ID:  14040H105
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Richard D. Fairbank Management For For
1b Elect Director Ime Archibong Management For For
1c Elect Director Christine Detrick Management For For
1d Elect Director Ann Fritz Hackett Management For For
1e Elect Director Peter Thomas Killalea Management For For
1f Elect Director Cornelis "Eli" Leenaars Management For For
1g Elect Director Francois Locoh-Donou Management For For
1h Elect Director Peter E. Raskind Management For For
1i Elect Director Eileen Serra Management For For
1j Elect Director Mayo A. Shattuck, III Management For For
1k Elect Director Bradford H. Warner Management For For
1l Elect Director Craig Anthony Williams Management For For
2 Eliminate Supermajority Vote Requirement Management For For
3 Advisory Vote on Say on Pay Frequency Management One Year One Year
4 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
5 Amend Omnibus Stock Plan Management For For
6 Ratify Ernst & Young LLP as Auditors Management For For
7 Adopt Simple Majority Vote Shareholder Against For
8 Report on Board Oversight of Risks Related to Discrimination Shareholder Against Against
9 Disclose Board Skills and Diversity Matrix Shareholder Against Against
 
CBOE GLOBAL MARKETS, INC.
MEETING DATE:  MAY 11, 2023
TICKER:  CBOE       SECURITY ID:  12503M108
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Edward T. Tilly Management For For
1b Elect Director William M. Farrow, III Management For For
1c Elect Director Edward J. Fitzpatrick Management For For
1d Elect Director Ivan K. Fong Management For For
1e Elect Director Janet P. Froetscher Management For For
1f Elect Director Jill R. Goodman Management For For
1g Elect Director Alexander J. Matturri, Jr. Management For For
1h Elect Director Jennifer J. McPeek Management For For
1i Elect Director Roderick A. Palmore Management For For
1j Elect Director James E. Parisi Management For For
1k Elect Director Joseph P. Ratterman Management For For
1l Elect Director Fredric J. Tomczyk Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Advisory Vote on Say on Pay Frequency Management One Year One Year
4 Ratify KPMG LLP as Auditors Management For For
 
CHUBB LIMITED
MEETING DATE:  MAY 17, 2023
TICKER:  CB       SECURITY ID:  H1467J104
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1 Accept Financial Statements and Statutory Reports Management For For
2.1 Allocate Disposable Profit Management For For
2.2 Approve Dividend Distribution From Legal Reserves Through Capital Contributions Reserve Subaccount Management For For
3 Approve Discharge of Board of Directors Management For For
4.1 Ratify PricewaterhouseCoopers AG (Zurich) as Statutory Auditor Management For For
4.2 Ratify PricewaterhouseCoopers LLP (United States) as Independent Registered Accounting Firm Management For For
4.3 Ratify BDO AG (Zurich) as Special Audit Firm Management For For
5.1 Elect Director Evan G. Greenberg Management For For
5.2 Elect Director Michael P. Connors Management For For
5.3 Elect Director Michael G. Atieh Management For For
5.4 Elect Director Kathy Bonanno Management For For
5.5 Elect Director Nancy K. Buese Management For For
5.6 Elect Director Sheila P. Burke Management For For
5.7 Elect Director Michael L. Corbat Management For For
5.8 Elect Director Robert J. Hugin Management For For
5.9 Elect Director Robert W. Scully Management For For
5.10 Elect Director Theodore E. Shasta Management For For
5.11 Elect Director David H. Sidwell Management For For
5.12 Elect Director Olivier Steimer Management For For
5.13 Elect Director Frances F. Townsend Management For For
6 Elect Evan G. Greenberg as Board Chairman Management For For
7.1 Elect Michael P. Connors as Member of the Compensation Committee Management For For
7.2 Elect David H. Sidwell as Member of the Compensation Committee Management For For
7.3 Elect Frances F. Townsend as Member of the Compensation Committee Management For For
8 Designate Homburger AG as Independent Proxy Management For For
9.1 Amend Articles Relating to Swiss Corporate Law Updates Management For For
9.2 Amend Articles to Advance Notice Period Management For For
10.1 Cancel Repurchased Shares Management For For
10.2 Reduction of Par Value Management For For
11.1 Approve Remuneration of Directors in the Amount of USD 5.5 Million Management For For
11.2 Approve Remuneration of Executive Management in the Amount of USD 65 Million for Fiscal 2024 Management For For
11.3 Approve Remuneration Report Management For For
12 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
13 Advisory Vote on Say on Pay Frequency Management One Year One Year
14 Report on GHG Emissions Reduction Targets Aligned with the Paris Agreement Goal Shareholder Against Against
15 Report on Human Rights Risk Assessment Shareholder Against Against
 
CITIGROUP INC.
MEETING DATE:  APR 25, 2023
TICKER:  C       SECURITY ID:  172967424
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Ellen M. Costello Management For For
1b Elect Director Grace E. Dailey Management For For
1c Elect Director Barbara J. Desoer Management For For
1d Elect Director John C. Dugan Management For For
1e Elect Director Jane N. Fraser Management For For
1f Elect Director Duncan P. Hennes Management For For
1g Elect Director Peter B. Henry Management For For
1h Elect Director S. Leslie Ireland Management For For
1i Elect Director Renee J. James Management For For
1j Elect Director Gary M. Reiner Management For For
1k Elect Director Diana L. Taylor Management For For
1l Elect Director James S. Turley Management For For
1m Elect Director Casper W. von Koskull Management For For
2 Ratify KPMG LLP as Auditors Management For For
3 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
4 Amend Omnibus Stock Plan Management For For
5 Advisory Vote on Say on Pay Frequency Management One Year One Year
6 Submit Severance Agreement (Change-in-Control) to Shareholder Vote Shareholder Against Against
7 Require Independent Board Chair Shareholder Against Against
8 Report on Respecting Indigenous Peoples' Rights Shareholder Against Against
9 Adopt Time-Bound Policy to Phase Out Underwriting and Lending for New Fossil Fuel Development Shareholder Against Against
 
CME GROUP INC.
MEETING DATE:  MAY 04, 2023
TICKER:  CME       SECURITY ID:  12572Q105
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Terrence A. Duffy Management For For
1b Elect Director Kathryn Benesh Management For For
1c Elect Director Timothy S. Bitsberger Management For For
1d Elect Director Charles P. Carey Management For For
1e Elect Director Bryan T. Durkin Management For For
1f Elect Director Harold Ford, Jr. Management For For
1g Elect Director Martin J. Gepsman Management For For
1h Elect Director Larry G. Gerdes Management For For
1i Elect Director Daniel R. Glickman Management For For
1j Elect Director Daniel G. Kaye Management For For
1k Elect Director Phyllis M. Lockett Management For For
1l Elect Director Deborah J. Lucas Management For For
1m Elect Director Terry L. Savage Management For For
1n Elect Director Rahael Seifu Management For For
1o Elect Director William R. Shepard Management For For
1p Elect Director Howard J. Siegel Management For For
1q Elect Director Dennis A. Suskind Management For For
2 Ratify Ernst & Young LLP as Auditors Management For For
3 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
4 Advisory Vote on Say on Pay Frequency Management One Year One Year
 
COMERICA INCORPORATED
MEETING DATE:  APR 25, 2023
TICKER:  CMA       SECURITY ID:  200340107
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Nancy Avila Management For For
1.2 Elect Director Michael E. Collins Management For For
1.3 Elect Director Roger A. Cregg Management For For
1.4 Elect Director Curtis C. Farmer Management For For
1.5 Elect Director Jacqueline P. Kane Management For For
1.6 Elect Director Derek J. Kerr Management For For
1.7 Elect Director Richard G. Lindner Management For For
1.8 Elect Director Jennifer H. Sampson Management For For
1.9 Elect Director Barbara R. Smith Management For For
1.10 Elect Director Robert S. Taubman Management For For
1.11 Elect Director Reginald M. Turner, Jr. Management For For
1.12 Elect Director Nina G. Vaca Management For For
1.13 Elect Director Michael G. Van de Ven Management For For
2 Ratify Ernst & Young LLP as Auditors Management For For
3 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
4 Advisory Vote on Say on Pay Frequency Management One Year One Year
 
DIRECT LINE INSURANCE GROUP PLC
MEETING DATE:  MAY 09, 2023
TICKER:  DLG       SECURITY ID:  G2871V114
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1 Accept Financial Statements and Statutory Reports Management For For
2 Approve Remuneration Report Management For For
3 Approve Remuneration Policy Management For For
4 Elect Mark Lewis as Director Management For For
5 Re-elect Tracy Corrigan as Director Management For For
6 Re-elect Danuta Gray as Director Management For For
7 Re-elect Mark Gregory as Director Management For For
8 Re-elect Sebastian James as Director Management For For
9 Re-elect Adrian Joseph as Director Management For For
10 Re-elect Neil Manser as Director Management For For
11 Re-elect Fiona McBain as Director Management For For
12 Re-elect Gregor Stewart as Director Management For For
13 Re-elect Richard Ward as Director Management For For
14 Reappoint Deloitte LLP as Auditors Management For For
15 Authorise the Audit Committee to Fix Remuneration of Auditors Management For For
16 Authorise UK Political Donations and Expenditure Management For For
17 Authorise Issue of Equity Management For For
18 Authorise Issue of Equity without Pre-emptive Rights Management For For
19 Authorise Issue of Equity without Pre-emptive Rights in Connection with an Acquisition or Other Capital Investment Management For For
20 Authorise Market Purchase of Ordinary Shares Management For For
21 Authorise the Company to Call General Meeting with Two Weeks' Notice Management For For
22 Authorise Issue of Equity in Relation to an Issue of RT1 Instruments Management For For
23 Authorise Issue of Equity without Pre-emptive Rights in Relation to an Issue of RT1 Instruments Management For For
 
DUN & BRADSTREET HOLDINGS, INC.
MEETING DATE:  JUN 15, 2023
TICKER:  DNB       SECURITY ID:  26484T106
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Ellen R. Alemany Management For For
1.2 Elect Director Douglas K. Ammerman Management For For
1.3 Elect Director Chinh E. Chu Management For For
1.4 Elect Director William P. Foley, II Management For For
1.5 Elect Director Thomas M. Hagerty Management For Withhold
1.6 Elect Director Anthony M. Jabbour Management For For
1.7 Elect Director Keith J. Jackson Management For Withhold
1.8 Elect Director Richard N. Massey Management For Withhold
1.9 Elect Director James A. Quella Management For Withhold
1.10 Elect Director Ganesh B. Rao Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For Against
3 Ratify KPMG LLP as Auditors Management For For
 
EAST WEST BANCORP, INC.
MEETING DATE:  MAY 23, 2023
TICKER:  EWBC       SECURITY ID:  27579R104
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Manuel P. Alvarez Management For For
1.2 Elect Director Molly Campbell Management For For
1.3 Elect Director Archana Deskus Management For For
1.4 Elect Director Serge Dumont Management For For
1.5 Elect Director Rudolph I. Estrada Management For For
1.6 Elect Director Paul H. Irving Management For For
1.7 Elect Director Sabrina Kay Management For For
1.8 Elect Director Jack C. Liu Management For For
1.9 Elect Director Dominic Ng Management For For
1.10 Elect Director Lester M. Sussman Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Advisory Vote on Say on Pay Frequency Management One Year One Year
4 Ratify KPMG LLP as Auditors Management For For
 
ENSTAR GROUP LIMITED
MEETING DATE:  JUN 01, 2023
TICKER:  ESGR       SECURITY ID:  G3075P101
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Robert J. Campbell Management For Against
1b Elect Director B. Frederick Becker Management For Against
1c Elect Director Sharon A. Beesley Management For For
1d Elect Director James D. Carey Management For For
1e Elect Director Susan L. Cross Management For For
1f Elect Director Hans-Peter Gerhardt Management For Against
1g Elect Director Orla Gregory Management For For
1h Elect Director Myron Hendry Management For For
1i Elect Director Paul J. O'Shea Management For For
1j Elect Director Hitesh Patel Management For For
1k Elect Director Dominic Silvester Management For For
1l Elect Director Poul A. Winslow Management For Against
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For Against
3 Advisory Vote on Say on Pay Frequency Management One Year One Year
4 Ratify PricewaterhouseCoopers LLP as Auditors Management For For
 
ESSENT GROUP LTD.
MEETING DATE:  MAY 02, 2023
TICKER:  ESNT       SECURITY ID:  G3198U102
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Mark A. Casale Management For For
1.2 Elect Director Douglas J. Pauls Management For For
1.3 Elect Director William Spiegel Management For For
2 Ratify PricewaterhouseCoopers LLP as Auditors Management For For
3 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
4 Amend Omnibus Stock Plan Management For For
 
FIDELITY NATIONAL FINANCIAL, INC.
MEETING DATE:  JUN 14, 2023
TICKER:  FNF       SECURITY ID:  31620R303
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director William P. Foley, II Management For For
1.2 Elect Director Douglas K. Ammerman Management For For
1.3 Elect Director Thomas M. Hagerty Management For For
1.4 Elect Director Peter O. Shea, Jr. Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Advisory Vote on Say on Pay Frequency Management One Year One Year
4 Ratify Ernst & Young LLP as Auditors Management For For
 
FIRST AMERICAN FINANCIAL CORPORATION
MEETING DATE:  MAY 09, 2023
TICKER:  FAF       SECURITY ID:  31847R102
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Kenneth D. DeGiorgio Management For For
1.2 Elect Director James L. Doti Management For For
1.3 Elect Director Michael D. McKee Management For For
1.4 Elect Director Marsha A. Spence Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Advisory Vote on Say on Pay Frequency Management One Year One Year
4 Amend Omnibus Stock Plan Management For For
5 Ratify PricewaterhouseCoopers LLP as Auditors Management For For
 
FIRST CITIZENS BANCSHARES, INC.
MEETING DATE:  APR 25, 2023
TICKER:  FCNCA       SECURITY ID:  31946M103
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Ellen R. Alemany Management For For
1.2 Elect Director John M. Alexander, Jr. Management For For
1.3 Elect Director Victor E. Bell, III Management For For
1.4 Elect Director Peter M. Bristow Management For For
1.5 Elect Director Hope H. Bryant Management For For
1.6 Elect Director Michael A. Carpenter Management For For
1.7 Elect Director H. Lee Durham, Jr. Management For For
1.8 Elect Director Eugene Flood, Jr. Management For For
1.9 Elect Director Frank B. Holding, Jr. Management For For
1.10 Elect Director Robert R. Hoppe Management For For
1.11 Elect Director Floyd L. Keels Management For For
1.12 Elect Director Robert E. Mason, IV Management For For
1.13 Elect Director Robert T. Newcomb Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Advisory Vote on Say on Pay Frequency Management One Year One Year
4 Increase Authorized Common Stock Management For For
5 Increase Authorized Preferred Stock Management For Against
6 Amend Certificate of Incorporation to Allow Exculpation of Officers Management For For
7 Ratify KPMG LLP as Auditors Management For For
 
FIRST INTERSTATE BANCSYSTEM, INC.
MEETING DATE:  MAY 24, 2023
TICKER:  FIBK       SECURITY ID:  32055Y201
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Alice S. Cho Management For For
1b Elect Director Thomas E. Henning Management For For
1c Elect Director Dennis L. Johnson Management For For
1d Elect Director Patricia L. Moss Management For For
1e Elect Director Daniel A. Rykhus Management For For
2 Change State of Incorporation from Montana to Delaware Management For For
3 Approve Omnibus Stock Plan Management For For
4 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
5 Advisory Vote on Say on Pay Frequency Management One Year One Year
6 Ratify RSM US LLP as Auditors Management For For
 
FIRSTCASH HOLDINGS, INC.
MEETING DATE:  JUN 08, 2023
TICKER:  FCFS       SECURITY ID:  33768G107
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Daniel E. Berce Management For For
1b Elect Director Mikel D. Faulkner Management For For
1c Elect Director Randel G. Owen Management For For
2 Ratify RSM US LLP as Auditors Management For For
3 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
4 Advisory Vote on Say on Pay Frequency Management One Year One Year
 
FLEETCOR TECHNOLOGIES, INC.
MEETING DATE:  JUN 09, 2023
TICKER:  FLT       SECURITY ID:  339041105
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Steven T. Stull Management For For
1b Elect Director Annabelle Bexiga Management For For
1c Elect Director Michael Buckman Management For For
1d Elect Director Ronald F. Clarke Management For For
1e Elect Director Joseph W. Farrelly Management For For
1f Elect Director Rahul Gupta Management For For
1g Elect Director Thomas M. Hagerty Management For For
1h Elect Director Archie L. Jones, Jr. Management For For
1i Elect Director Hala G. Moddelmog Management For For
1j Elect Director Richard Macchia Management For For
1k Elect Director Jeffrey S. Sloan Management For For
2 Ratify Ernst & Young LLP as Auditors Management For For
3 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
4 Advisory Vote on Say on Pay Frequency Management One Year One Year
5 Reduce Ownership Threshold for Shareholders to Call Special Meeting Shareholder Against Against
 
GLOBAL PAYMENTS INC.
MEETING DATE:  APR 27, 2023
TICKER:  GPN       SECURITY ID:  37940X102
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director F. Thaddeus Arroyo Management For For
1b Elect Director Robert H.B. Baldwin, Jr. Management For For
1c Elect Director John G. Bruno Management For For
1d Elect Director Joia M. Johnson Management For For
1e Elect Director Ruth Ann Marshall Management For For
1f Elect Director Connie D. McDaniel Management For For
1g Elect Director Joseph H. Osnoss Management For For
1h Elect Director William B. Plummer Management For For
1i Elect Director Jeffrey S. Sloan Management For For
1j Elect Director John T. Turner Management For For
1k Elect Director M. Troy Woods Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Advisory Vote on Say on Pay Frequency Management One Year One Year
4 Ratify Deloitte & Touche LLP as Auditors Management For For
5 Submit Severance Agreement (Change-in-Control) to Shareholder Vote Shareholder Against Against
 
GLOBE LIFE INC.
MEETING DATE:  APR 27, 2023
TICKER:  GL       SECURITY ID:  37959E102
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Linda L. Addison Management For For
1.2 Elect Director Marilyn A. Alexander Management For For
1.3 Elect Director Cheryl D. Alston Management For For
1.4 Elect Director Mark A. Blinn Management For For
1.5 Elect Director James P. Brannen Management For For
1.6 Elect Director Jane Buchan Management For For
1.7 Elect Director Alice S. Cho Management For For
1.8 Elect Director J. Matthew Darden Management For For
1.9 Elect Director Steven P. Johnson Management For For
1.10 Elect Director David A. Rodriguez Management For For
1.11 Elect Director Frank M. Svoboda Management For For
1.12 Elect Director Mary E. Thigpen Management For For
2 Ratify Deloitte & Touche LLP as Auditors Management For For
3 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
4 Advisory Vote on Say on Pay Frequency Management One Year One Year
5 Amend Omnibus Stock Plan Management For For
6 Amend Certificate of Incorporation to Allow Exculpation of Officers Management For For
 
HEARTLAND FINANCIAL USA, INC.
MEETING DATE:  JUN 14, 2023
TICKER:  HTLF       SECURITY ID:  42234Q102
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Robert B. Engel Management For For
1b Elect Director Thomas L. Flynn Management For For
1c Elect Director Jennifer K. Hopkins Management For For
1d Elect Director Bruce K. Lee Management For For
2 Declassify the Board of Directors Management For For
3 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
4 Advisory Vote on Say on Pay Frequency Management One Year One Year
5 Ratify KPMG LLP as Auditors Management For For
 
HISCOX LTD.
MEETING DATE:  MAY 11, 2023
TICKER:  HSX       SECURITY ID:  G4593F138
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1 Accept Financial Statements and Statutory Reports Management For For
2 Approve Remuneration Policy Management For For
3 Approve Remuneration Report Management For For
4 Approve Final Dividend Management For For
5 Re-elect Robert Childs as Director Management For For
6 Elect Paul Cooper as Director Management For For
7 Re-elect Donna DeMaio as Director Management For For
8 Re-elect Michael Goodwin as Director Management For For
9 Re-elect Thomas Huerlimann as Director Management For For
10 Re-elect Hamayou Akbar Hussain as Director Management For For
11 Re-elect Colin Keogh as Director Management For For
12 Re-elect Anne MacDonald as Director Management For For
13 Re-elect Constantinos Miranthis as Director Management For For
14 Re-elect Joanne Musselle as Director Management For For
15 Re-elect Lynn Pike as Director Management For For
16 Reappoint PricewaterhouseCoopers Ltd as Auditors Management For For
17 Authorise the Audit Committee to Fix Remuneration of Auditors Management For For
18 Authorise Issue of Equity Management For For
19 Authorise Issue of Equity without Pre-emptive Rights Management For For
20 Authorise Issue of Equity without Pre-emptive Rights in Connection with an Acquisition or Other Capital Investment Management For For
21 Authorise Market Purchase of Ordinary Shares Management For For
 
JPMORGAN CHASE & CO.
MEETING DATE:  MAY 16, 2023
TICKER:  JPM       SECURITY ID:  46625H100
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Linda B. Bammann Management For For
1b Elect Director Stephen B. Burke Management For For
1c Elect Director Todd A. Combs Management For For
1d Elect Director James S. Crown Management For For
1e Elect Director Alicia Boler Davis Management For For
1f Elect Director James Dimon Management For For
1g Elect Director Timothy P. Flynn Management For For
1h Elect Director Alex Gorsky Management For For
1i Elect Director Mellody Hobson Management For For
1j Elect Director Michael A. Neal Management For For
1k Elect Director Phebe N. Novakovic Management For For
1l Elect Director Virginia M. Rometty Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Advisory Vote on Say on Pay Frequency Management One Year One Year
4 Ratify PricewaterhouseCoopers LLP as Auditors Management For For
5 Require Independent Board Chair Shareholder Against Against
6 Adopt Time-Bound Policy to Phase Out Underwriting and Lending for New Fossil Fuel Development Shareholder Against Against
7 Amend Public Responsibility Committee Charter to Include Animal Welfare Shareholder Against Against
8 Reduce Ownership Threshold for Shareholders to Call Special Meeting Shareholder Against Against
9 Report on Climate Transition Plan Describing Efforts to Align Financing Activities with GHG Targets Shareholder Against Against
10 Report on Risks Related to Discrimination Against Individuals Including Political Views Shareholder Against Against
11 Report on Political Expenditures Congruence Shareholder Against Against
12 Disclose 2030 Absolute GHG Reduction Targets Associated with Lending and Underwriting Shareholder Against Against
 
KEYCORP
MEETING DATE:  MAY 11, 2023
TICKER:  KEY       SECURITY ID:  493267108
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Alexander M. Cutler Management For For
1.2 Elect Director H. James Dallas Management For For
1.3 Elect Director Elizabeth R. Gile Management For For
1.4 Elect Director Ruth Ann M. Gillis Management For For
1.5 Elect Director Christopher M. Gorman Management For For
1.6 Elect Director Robin N. Hayes Management For For
1.7 Elect Director Carlton L. Highsmith Management For For
1.8 Elect Director Richard J. Hipple Management For For
1.9 Elect Director Devina A. Rankin Management For For
1.10 Elect Director Barbara R. Snyder Management For For
1.11 Elect Director Richard J. Tobin Management For For
1.12 Elect Director Todd J. Vasos Management For For
1.13 Elect Director David K. Wilson Management For For
2 Ratify Ernst & Young LLP as Auditors Management For For
3 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
4 Advisory Vote on Say on Pay Frequency Management One Year One Year
5 Amend Omnibus Stock Plan Management For For
6 Require Independent Board Chair Shareholder Against Against
 
LANCASHIRE HOLDINGS LTD.
MEETING DATE:  APR 26, 2023
TICKER:  LRE       SECURITY ID:  G5361W104
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1 Accept Financial Statements and Statutory Reports Management For For
2 Approve Remuneration Policy Management For For
3 Approve Remuneration Report Management For For
4 Approve Final Dividend Management For For
5 Re-elect Peter Clarke as Director Management For For
6 Re-elect Michael Dawson as Director Management For For
7 Elect Jack Gressier as Director Management For For
8 Re-elect Natalie Kershaw as Director Management For For
9 Re-elect Robert Lusardi as Director Management For For
10 Re-elect Alex Maloney as Director Management For For
11 Re-elect Irene McDermott Brown as Director Management For For
12 Re-elect Sally Williams as Director Management For For
13 Reappoint KPMG LLP as Auditors Management For For
14 Authorise Board to Fix Remuneration of the Auditors Management For For
15 Amend Bye-laws Management For For
16 Authorise Issue of Equity Management For For
17 Authorise Issue of Equity without Pre-emptive Rights Management For For
18 Authorise Issue of Equity without Pre-emptive Rights in Connection with an Acquisition or Specified Capital Investment Management For For
19 Authorise Market Purchase of Common Shares Management For For
 
LAZARD LTD
MEETING DATE:  APR 27, 2023
TICKER:  LAZ       SECURITY ID:  G54050102
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Kenneth M. Jacobs Management For For
1.2 Elect Director Michelle Jarrard Management For For
1.3 Elect Director Iris Knobloch Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Advisory Vote on Say on Pay Frequency Management One Year One Year
4 Ratify Deloitte & Touche LLP as Auditors Management For For
 
M&T BANK CORPORATION
MEETING DATE:  APR 18, 2023
TICKER:  MTB       SECURITY ID:  55261F104
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director John P. Barnes Management For For
1.2 Elect Director Robert T. Brady Management For For
1.3 Elect Director Carlton J. Charles Management For For
1.4 Elect Director Jane Chwick Management For For
1.5 Elect Director William F. Cruger, Jr. Management For For
1.6 Elect Director T. Jefferson Cunningham, III Management For For
1.7 Elect Director Gary N. Geisel Management For For
1.8 Elect Director Leslie V. Godridge Management For For
1.9 Elect Director Rene F. Jones Management For For
1.10 Elect Director Richard H. Ledgett, Jr. Management For For
1.11 Elect Director Melinda R. Rich Management For For
1.12 Elect Director Robert E. Sadler, Jr. Management For For
1.13 Elect Director Denis J. Salamone Management For For
1.14 Elect Director John R. Scannell Management For For
1.15 Elect Director Rudina Seseri Management For For
1.16 Elect Director Kirk W. Walters Management For For
1.17 Elect Director Herbert L. Washington Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Advisory Vote on Say on Pay Frequency Management One Year One Year
4 Amend Omnibus Stock Plan Management For For
5 Ratify PricewaterhouseCoopers LLP as Auditors Management For For
 
MARSH & MCLENNAN COMPANIES, INC.
MEETING DATE:  MAY 18, 2023
TICKER:  MMC       SECURITY ID:  571748102
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Anthony K. Anderson Management For For
1b Elect Director John Q. Doyle Management For For
1c Elect Director Hafize Gaye Erkan Management For For
1d Elect Director Oscar Fanjul Management For For
1e Elect Director H. Edward Hanway Management For For
1f Elect Director Judith Hartmann Management For For
1g Elect Director Deborah C. Hopkins Management For For
1h Elect Director Tamara Ingram Management For For
1i Elect Director Jane H. Lute Management For For
1j Elect Director Steven A. Mills Management For For
1k Elect Director Bruce P. Nolop Management For For
1l Elect Director Morton O. Schapiro Management For For
1m Elect Director Lloyd M. Yates Management For For
1n Elect Director Ray G. Young Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Advisory Vote on Say on Pay Frequency Management One Year One Year
4 Ratify Deloitte & Touche LLP as Auditors Management For For
 
MASTERCARD INCORPORATED
MEETING DATE:  JUN 27, 2023
TICKER:  MA       SECURITY ID:  57636Q104
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Merit E. Janow Management For For
1b Elect Director Candido Bracher Management For For
1c Elect Director Richard K. Davis Management For For
1d Elect Director Julius Genachowski Management For For
1e Elect Director Choon Phong Goh Management For For
1f Elect Director Oki Matsumoto Management For For
1g Elect Director Michael Miebach Management For For
1h Elect Director Youngme Moon Management For For
1i Elect Director Rima Qureshi Management For For
1j Elect Director Gabrielle Sulzberger Management For For
1k Elect Director Harit Talwar Management For For
1l Elect Director Lance Uggla Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Advisory Vote on Say on Pay Frequency Management One Year One Year
4 Approve Qualified Employee Stock Purchase Plan Management For For
5 Ratify PricewaterhouseCoopers LLP as Auditors Management For For
6 Report on Overseeing Risks Related to Discrimination Shareholder Against Against
7 Report on Establishing Merchant Category Code for Gun and Ammunition Stores Shareholder Against Against
8 Report on Lobbying Payments and Policy Shareholder Against Against
9 Amend Bylaws to Require Shareholder Approval of Certain Provisions Related to Director Nominations by Shareholders Shareholder Against Against
10 Report on Cost-Benefit Analysis of Diversity and Inclusion Efforts Shareholder Against Against
 
MORGAN STANLEY
MEETING DATE:  MAY 19, 2023
TICKER:  MS       SECURITY ID:  617446448
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Alistair Darling Management For For
1b Elect Director Thomas H. Glocer Management For For
1c Elect Director James P. Gorman Management For For
1d Elect Director Robert H. Herz Management For For
1e Elect Director Erika H. James Management For For
1f Elect Director Hironori Kamezawa Management For For
1g Elect Director Shelley B. Leibowitz Management For For
1h Elect Director Stephen J. Luczo Management For For
1i Elect Director Jami Miscik Management For For
1j Elect Director Masato Miyachi Management For For
1k Elect Director Dennis M. Nally Management For For
1l Elect Director Mary L. Schapiro Management For For
1m Elect Director Perry M. Traquina Management For For
1n Elect Director Rayford Wilkins, Jr. Management For For
2 Ratify Deloitte & Touche LLP as Auditors Management For For
3 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
4 Advisory Vote on Say on Pay Frequency Management One Year One Year
5 Reduce Ownership Threshold for Shareholders to Call Special Meeting Shareholder Against Against
6 Adopt Time-Bound Policy to Phase Out Underwriting and Lending for New Fossil Fuel Development Shareholder Against Against
 
NMI HOLDINGS, INC.
MEETING DATE:  MAY 11, 2023
TICKER:  NMIH       SECURITY ID:  629209305
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Bradley M. Shuster Management For For
1.2 Elect Director Adam S. Pollitzer Management For For
1.3 Elect Director Michael Embler Management For For
1.4 Elect Director Priya Huskins Management For For
1.5 Elect Director James G. Jones Management For For
1.6 Elect Director Lynn S. McCreary Management For For
1.7 Elect Director Michael Montgomery Management For For
1.8 Elect Director Regina Muehlhauser Management For For
1.9 Elect Director Steven L. Scheid Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Ratify BDO USA, LLP as Auditors Management For For
 
NORTHERN TRUST CORPORATION
MEETING DATE:  APR 25, 2023
TICKER:  NTRS       SECURITY ID:  665859104
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Linda Walker Bynoe Management For For
1b Elect Director Susan Crown Management For For
1c Elect Director Dean M. Harrison Management For For
1d Elect Director Jay L. Henderson Management For For
1e Elect Director Marcy S. Klevorn Management For For
1f Elect Director Siddharth N. (Bobby) Mehta Management For For
1g Elect Director Michael G. O'Grady Management For For
1h Elect Director Jose Luis Prado Management For For
1i Elect Director Martin P. Slark Management For For
1j Elect Director David H. B. Smith, Jr. Management For For
1k Elect Director Donald Thompson Management For For
1l Elect Director Charles A. Tribbett, III Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Advisory Vote on Say on Pay Frequency Management One Year One Year
4 Ratify KPMG LLP as Auditors Management For For
 
ONEMAIN HOLDINGS, INC.
MEETING DATE:  JUN 13, 2023
TICKER:  OMF       SECURITY ID:  68268W103
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Phyllis R. Caldwell Management For For
1.2 Elect Director Roy A. Guthrie Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Ratify PricewaterhouseCoopers LLP as Auditors Management For For
4 Declassify the Board of Directors Management For For
5 Adopt Majority Voting for Uncontested Election of Directors Management For For
 
PACWEST BANCORP
MEETING DATE:  MAY 02, 2023
TICKER:  PACW       SECURITY ID:  695263103
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Tanya M. Acker Management For For
1b Elect Director Paul R. Burke Management For For
1c Elect Director Craig A. Carlson Management For For
1d Elect Director John M. Eggemeyer, III Management For For
1e Elect Director C. William Hosler Management For For
1f Elect Director Polly B. Jessen Management For For
1g Elect Director Susan E. Lester Management For For
1h Elect Director Roger H. Molvar Management For For
1i Elect Director Stephanie B. Mudick Management For For
1j Elect Director Paul W. Taylor Management For For
1k Elect Director Matthew P. Wagner Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Advisory Vote on Say on Pay Frequency Management One Year One Year
4 Ratify KPMG LLP as Auditors Management For For
 
PATRIA INVESTMENTS LIMITED
MEETING DATE:  JUN 28, 2023
TICKER:  PAX       SECURITY ID:  G69451105
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1 Accept Financial Statements and Statutory Reports Management For For
 
PHOENIX VEGA MEZZ PLC
MEETING DATE:  JUL 13, 2022
TICKER:  PVMEZZ       SECURITY ID:  M7909M104
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1 Accept Financial Statements and Statutory Reports Management For For
2 Elect Directors (Bundled) Management For Against
3 Approve Director Remuneration Management For For
4 Ratify Baker Tilly Cyprus as Auditors Management For For
5 Approve Remuneration of External Auditors Management For For
6 Approve Reduction in Issued Share Capital through Decrease in Par Value Management For For
 
PIRAEUS FINANCIAL HOLDINGS SA
MEETING DATE:  JUL 22, 2022
TICKER:  TPEIR       SECURITY ID:  X06397248
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1 Approve Financial Statements and Income Allocation Management For For
2 Approve Management of Company and Grant Discharge to Auditors Management For For
3 Approve Auditors and Fix Their Remuneration Management For For
4 Receive Audit Committee's Activity Report Management None None
5 Receive Report of Independent Directors Management None None
6 Approve Director Remuneration Management For For
7 Advisory Vote on Remuneration Report Management For For
8 Amend Remuneration Policy Management For For
9 Approve Offsetting Accumulated Losses with Share Premium Account Management For For
10 Approve Share Capital Reduction and Distribution of Cypriot Subsidiary Shares to Shareholders Management For For
11 Authorize Board to Participate in Companies with Similar Business Interests Management For For
12 Elect Director Management For For
13 Various Announcements Management None None
 
POPULAR, INC.
MEETING DATE:  MAY 11, 2023
TICKER:  BPOP       SECURITY ID:  733174700
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Ignacio Alvarez Management For For
1b Elect Director Joaquin E. Bacardi, III Management For For
1c Elect Director Alejandro M. Ballester Management For For
1d Elect Director Robert Carrady Management For For
1e Elect Director Richard L. Carrion Management For For
1f Elect Director Betty DeVita Management For For
1g Elect Director John W. Diercksen Management For For
1h Elect Director Maria Luisa Ferre Rangel Management For For
1i Elect Director C. Kim Goodwin Management For For
1j Elect Director Jose R. Rodriguez Management For For
1k Elect Director Alejandro M. Sanchez Management For For
1l Elect Director Myrna M. Soto Management For For
1m Elect Director Carlos A. Unanue Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Ratify PricewaterhouseCoopers LLP as Auditors Management For For
 
PRIMERICA, INC.
MEETING DATE:  MAY 17, 2023
TICKER:  PRI       SECURITY ID:  74164M108
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director John A. Addison, Jr. Management For For
1b Elect Director Joel M. Babbit Management For For
1c Elect Director Amber L. Cottle Management For For
1d Elect Director Gary L. Crittenden Management For For
1e Elect Director Cynthia N. Day Management For For
1f Elect Director Sanjeev Dheer Management For For
1g Elect Director Beatriz R. Perez Management For For
1h Elect Director D. Richard Williams Management For For
1i Elect Director Glenn J. Williams Management For For
1j Elect Director Barbara A. Yastine Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Advisory Vote on Say on Pay Frequency Management One Year One Year
4 Ratify KPMG LLP as Auditors Management For For
 
RAYMOND JAMES FINANCIAL, INC.
MEETING DATE:  FEB 23, 2023
TICKER:  RJF       SECURITY ID:  754730109
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Marlene Debel Management For For
1b Elect Director Robert M. Dutkowsky Management For For
1c Elect Director Jeffrey N. Edwards Management For For
1d Elect Director Benjamin C. Esty Management For For
1e Elect Director Anne Gates Management For For
1f Elect Director Thomas A. James Management For For
1g Elect Director Gordon L. Johnson Management For For
1h Elect Director Roderick C. McGeary Management For For
1i Elect Director Paul C. Reilly Management For For
1j Elect Director Raj Seshadri Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Advisory Vote on Say on Pay Frequency Management One Year One Year
4 Amend Omnibus Stock Plan Management For For
5 Ratify KPMG LLP as Auditors Management For For
 
REINSURANCE GROUP OF AMERICA, INCORPORATED
MEETING DATE:  MAY 24, 2023
TICKER:  RGA       SECURITY ID:  759351604
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Pina Albo Management For For
1b Elect Director Tony Cheng Management For For
1c Elect Director John J. Gauthier Management For For
1d Elect Director Patricia L. Guinn Management For For
1e Elect Director Anna Manning Management For For
1f Elect Director Hazel M. McNeilage Management For For
1g Elect Director George Nichols, III Management For For
1h Elect Director Stephen O'Hearn Management For For
1i Elect Director Shundrawn Thomas Management For For
1j Elect Director Khanh T. Tran Management For For
1k Elect Director Steven C. Van Wyk Management For For
2 Advisory Vote on Say on Pay Frequency Management One Year One Year
3 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
4 Ratify Deloitte & Touche LLP as Auditors Management For For
 
SELECTIVE INSURANCE GROUP, INC.
MEETING DATE:  MAY 03, 2023
TICKER:  SIGI       SECURITY ID:  816300107
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Ainar D. Aijala, Jr. Management For For
1b Elect Director Lisa Rojas Bacus Management For For
1c Elect Director Terrence W. Cavanaugh Management For For
1d Elect Director Wole C. Coaxum Management For For
1e Elect Director Robert Kelly Doherty Management For For
1f Elect Director John J. Marchioni Management For For
1g Elect Director Thomas A. McCarthy Management For For
1h Elect Director Stephen C. Mills Management For For
1i Elect Director H. Elizabeth Mitchell Management For For
1j Elect Director Cynthia S. Nicholson Management For For
1k Elect Director John S. Scheid Management For For
1l Elect Director J. Brian Thebault Management For For
1m Elect Director Philip H. Urban Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Advisory Vote on Say on Pay Frequency Management One Year One Year
4 Ratify KPMG LLP as Auditors Management For For
 
STATE STREET CORPORATION
MEETING DATE:  MAY 17, 2023
TICKER:  STT       SECURITY ID:  857477103
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Patrick de Saint-Aignan Management For For
1b Elect Director Marie A. Chandoha Management For For
1c Elect Director DonnaLee DeMaio Management For For
1d Elect Director Amelia C. Fawcett Management For For
1e Elect Director William C. Freda Management For For
1f Elect Director Sara Mathew Management For For
1g Elect Director William L. Meaney Management For For
1h Elect Director Ronald P. O'Hanley Management For For
1i Elect Director Sean O'Sullivan Management For For
1j Elect Director Julio A. Portalatin Management For For
1k Elect Director John B. Rhea Management For For
1l Elect Director Gregory L. Summe Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Advisory Vote on Say on Pay Frequency Management One Year One Year
4 Amend Omnibus Stock Plan Management For For
5 Ratify Ernst & Young LLP as Auditors Management For For
6 Report on Asset Management Policies and Diversified Investors Shareholder Against Against
 
THE BANK OF NEW YORK MELLON CORPORATION
MEETING DATE:  APR 12, 2023
TICKER:  BK       SECURITY ID:  064058100
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Linda Z. Cook Management For For
1b Elect Director Joseph J. Echevarria Management For For
1c Elect Director M. Amy Gilliland Management For For
1d Elect Director Jeffrey A. Goldstein Management For For
1e Elect Director K. Guru Gowrappan Management For For
1f Elect Director Ralph Izzo Management For For
1g Elect Director Sandra E. "Sandie" O'Connor Management For For
1h Elect Director Elizabeth E. Robinson Management For For
1i Elect Director Frederick O. Terrell Management For For
1j Elect Director Robin A. Vince Management For For
1k Elect Director Alfred W. "Al" Zollar Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Advisory Vote on Say on Pay Frequency Management One Year One Year
4 Ratify KPMG LLP as Auditors Management For For
5 Approve Omnibus Stock Plan Management For For
6 Submit Severance Agreement (Change-in-Control) to Shareholder Vote Shareholder Against Against
 
THE CARLYLE GROUP INC.
MEETING DATE:  MAY 30, 2023
TICKER:  CG       SECURITY ID:  14316J108
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director William E. Conway, Jr. Management For Withhold
1.2 Elect Director Lawton W. Fitt Management For Withhold
1.3 Elect Director Mark S. Ordan Management For Withhold
1.4 Elect Director Anthony Welters Management For Withhold
2 Ratify Ernst & Young LLP as Auditors Management For For
3 Declassify the Board of Directors Management For For
4 Amend Omnibus Stock Plan Management For Against
5 Advisory Vote to Ratify Named Executive Officers' Compensation Management For Against
6 Adopt Simple Majority Vote Shareholder For For
 
THE HARTFORD FINANCIAL SERVICES GROUP, INC.
MEETING DATE:  MAY 17, 2023
TICKER:  HIG       SECURITY ID:  416515104
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Larry D. De Shon Management For For
1b Elect Director Carlos Dominguez Management For For
1c Elect Director Trevor Fetter Management For For
1d Elect Director Donna A. James Management For For
1e Elect Director Kathryn A. Mikells Management For For
1f Elect Director Edmund Reese Management For For
1g Elect Director Teresa Wynn Roseborough Management For For
1h Elect Director Virginia P. Ruesterholz Management For For
1i Elect Director Christopher J. Swift Management For For
1j Elect Director Matthew E. Winter Management For For
1k Elect Director Greig Woodring Management For For
2 Ratify Deloitte & Touche LLP as Auditors Management For For
3 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
4 Adopt Time-Bound Policy to Phase Out Underwriting and Lending for New Fossil Fuel Development Shareholder Against Against
 
THE TRAVELERS COMPANIES, INC.
MEETING DATE:  MAY 24, 2023
TICKER:  TRV       SECURITY ID:  89417E109
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Alan L. Beller Management For For
1b Elect Director Janet M. Dolan Management For For
1c Elect Director Russell G. Golden Management For For
1d Elect Director Patricia L. Higgins Management For For
1e Elect Director William J. Kane Management For For
1f Elect Director Thomas B. Leonardi Management For For
1g Elect Director Clarence Otis, Jr. Management For For
1h Elect Director Elizabeth E. Robinson Management For For
1i Elect Director Philip T. (Pete) Ruegger, III Management For For
1j Elect Director Rafael Santana Management For For
1k Elect Director Todd C. Schermerhorn Management For For
1l Elect Director Alan D. Schnitzer Management For For
1m Elect Director Laurie J. Thomsen Management For For
1n Elect Director Bridget van Kralingen Management For For
2 Ratify KPMG LLP as Auditors Management For For
3 Advisory Vote on Say on Pay Frequency Management One Year One Year
4 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
5 Approve Omnibus Stock Plan Management For For
6 Report on Efforts to Measure, Disclose and Reduce GHG Emissions Associated with Underwriting Shareholder Against Against
7 Adopt Time-Bound Policy to Phase Out Underwriting for New Fossil Fuel Exploration and Development Shareholder Against Against
8 Oversee and Report on a Third-Party Racial Equity Audit Shareholder Against Against
9 Ensure Policies Do Not Support Police Violations of Civil Rights Shareholder Against Against
10 Adopt Policy to Require Third-Party Organizations to Annually Report Expenditures for Political Activities - Withdrawn Shareholder None None
 
TRUIST FINANCIAL CORPORATION
MEETING DATE:  APR 25, 2023
TICKER:  TFC       SECURITY ID:  89832Q109
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Jennifer S. Banner Management For For
1b Elect Director K. David Boyer, Jr. Management For For
1c Elect Director Agnes Bundy Scanlan Management For For
1d Elect Director Anna R. Cablik Management For For
1e Elect Director Dallas S. Clement Management For For
1f Elect Director Paul D. Donahue Management For For
1g Elect Director Patrick C. Graney, III Management For For
1h Elect Director Linnie M. Haynesworth Management For For
1i Elect Director Kelly S. King Management For For
1j Elect Director Easter A. Maynard Management For For
1k Elect Director Donna S. Morea Management For For
1l Elect Director Charles A. Patton Management For For
1m Elect Director Nido R. Qubein Management For For
1n Elect Director David M. Ratcliffe Management For For
1o Elect Director William H. Rogers, Jr. Management For For
1p Elect Director Frank P. Scruggs, Jr. Management For For
1q Elect Director Christine Sears Management For For
1r Elect Director Thomas E. Skains Management For For
1s Elect Director Bruce L. Tanner Management For For
1t Elect Director Thomas N. Thompson Management For For
1u Elect Director Steven C. Voorhees Management For For
2 Ratify PricewaterhouseCoopers LLP as Auditors Management For For
3 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
4 Advisory Vote on Say on Pay Frequency Management One Year One Year
5 Require Independent Board Chair Shareholder Against Against
 
U.S. BANCORP
MEETING DATE:  APR 18, 2023
TICKER:  USB       SECURITY ID:  902973304
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Warner L. Baxter Management For For
1b Elect Director Dorothy J. Bridges Management For For
1c Elect Director Elizabeth L. Buse Management For For
1d Elect Director Andrew Cecere Management For For
1e Elect Director Alan B. Colberg Management For For
1f Elect Director Kimberly N. Ellison-Taylor Management For For
1g Elect Director Kimberly J. Harris Management For For
1h Elect Director Roland A. Hernandez Management For For
1i Elect Director Richard P. McKenney Management For For
1j Elect Director Yusuf I. Mehdi Management For For
1k Elect Director Loretta E. Reynolds Management For For
1l Elect Director John P. Wiehoff Management For For
1m Elect Director Scott W. Wine Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Advisory Vote on Say on Pay Frequency Management One Year One Year
4 Ratify Ernst & Young LLP as Auditors Management For For
 
UMB FINANCIAL CORPORATION
MEETING DATE:  APR 25, 2023
TICKER:  UMBF       SECURITY ID:  902788108
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Robin C. Beery Management For For
1.2 Elect Director Janine A. Davidson Management For For
1.3 Elect Director Kevin C. Gallagher Management For For
1.4 Elect Director Greg M. Graves Management For For
1.5 Elect Director Alexander C. Kemper Management For For
1.6 Elect Director J. Mariner Kemper Management For For
1.7 Elect Director Gordon E. Lansford, III Management For For
1.8 Elect Director Timothy R. Murphy Management For For
1.9 Elect Director Tamara M. Peterman Management For For
1.10 Elect Director Kris A. Robbins Management For For
1.11 Elect Director L. Joshua Sosland Management For For
1.12 Elect Director Leroy J. Williams, Jr. Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Advisory Vote on Say on Pay Frequency Management One Year One Year
4 Ratify KPMG LLP as Auditors Management For For
 
VIRTU FINANCIAL, INC.
MEETING DATE:  JUN 13, 2023
TICKER:  VIRT       SECURITY ID:  928254101
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Douglas A. Cifu Management For Withhold
1.2 Elect Director Joseph J. Grano, Jr. Management For Withhold
1.3 Elect Director Joanne M. Minieri Management For Withhold
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Ratify PricewaterhouseCoopers LLP as Auditors Management For For
4 Amend Certificate of Incorporation to Reflect New Delaware Law Provisions Regarding Officer Exculpation Management For For
 
WALKER & DUNLOP, INC.
MEETING DATE:  MAY 04, 2023
TICKER:  WD       SECURITY ID:  93148P102
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Ellen D. Levy Management For For
1.2 Elect Director Michael D. Malone Management For For
1.3 Elect Director John Rice Management For For
1.4 Elect Director Dana L. Schmaltz Management For For
1.5 Elect Director Howard W. Smith, III Management For For
1.6 Elect Director William M. Walker Management For For
1.7 Elect Director Michael J. Warren Management For For
1.8 Elect Director Donna C. Wells Management For For
2 Ratify KPMG LLP as Auditors Management For For
3 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
 
WELLS FARGO & COMPANY
MEETING DATE:  APR 25, 2023
TICKER:  WFC       SECURITY ID:  949746101
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Steven D. Black Management For For
1b Elect Director Mark A. Chancy Management For For
1c Elect Director Celeste A. Clark Management For For
1d Elect Director Theodore F. Craver, Jr. Management For For
1e Elect Director Richard K. Davis Management For For
1f Elect Director Wayne M. Hewett Management For For
1g Elect Director CeCelia (CeCe) G. Morken Management For For
1h Elect Director Maria R. Morris Management For For
1i Elect Director Felicia F. Norwood Management For For
1j Elect Director Richard B. Payne, Jr. Management For For
1k Elect Director Ronald L. Sargent Management For For
1l Elect Director Charles W. Scharf Management For For
1m Elect Director Suzanne M. Vautrinot Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Advisory Vote on Say on Pay Frequency Management One Year One Year
4 Ratify KPMG LLP as Auditors Management For For
5 Adopt Simple Majority Vote Shareholder Against For
6 Report on Political Expenditures Congruence Shareholder Against Against
7 Report on Climate Lobbying Shareholder Against Against
8 Report on Climate Transition Plan Describing Efforts to Align Financing Activities with GHG Targets Shareholder Against Against
9 Adopt Time-Bound Policy to Phase Out Underwriting and Lending for New Fossil Fuel Development Shareholder Against Against
10 Report on Prevention of Workplace Harassment and Discrimination Shareholder Against Against
11 Adopt Policy on Freedom of Association and Collective Bargaining Shareholder Against Against
 
WINTRUST FINANCIAL CORPORATION
MEETING DATE:  MAY 25, 2023
TICKER:  WTFC       SECURITY ID:  97650W108
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Elizabeth H. Connelly Management For For
1.2 Elect Director Timothy S. Crane Management For For
1.3 Elect Director Peter D. Crist Management For For
1.4 Elect Director William J. Doyle Management For For
1.5 Elect Director Marla F. Glabe Management For For
1.6 Elect Director H. Patrick Hackett, Jr. Management For For
1.7 Elect Director Scott K. Heitmann Management For For
1.8 Elect Director Brian A. Kenney Management For For
1.9 Elect Director Deborah L. Hall Lefevre Management For For
1.10 Elect Director Suzet M. McKinney Management For For
1.11 Elect Director Gary D. "Joe" Sweeney Management For For
1.12 Elect Director Karin Gustafson Teglia Management For For
1.13 Elect Director Alex E. Washington, III Management For For
1.14 Elect Director Edward J. Wehmer Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Advisory Vote on Say on Pay Frequency Management One Year One Year
4 Ratify Ernst & Young LLP as Auditors Management For For
 
ZIONS BANCORPORATION, N.A.
MEETING DATE:  MAY 05, 2023
TICKER:  ZION       SECURITY ID:  989701107
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1A Elect Director Maria Contreras-Sweet Management For For
1B Elect Director Gary L. Crittenden Management For For
1C Elect Director Suren K. Gupta Management For For
1D Elect Director Claire A. Huang Management For For
1E Elect Director Vivian S. Lee Management For For
1F Elect Director Scott J. McLean Management For For
1G Elect Director Edward F. Murphy Management For For
1H Elect Director Stephen D. Quinn Management For For
1I Elect Director Harris H. Simmons Management For For
1J Elect Director Aaron B. Skonnard Management For For
1K Elect Director Barbara A. Yastine Management For For
2 Ratify Ernst & Young LLP as Auditors Management For For
3 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For

VOTE SUMMARY REPORT
FIDELITY ADVISOR GLOBAL REAL ESTATE FUND
07/01/2022 - 06/30/2023

Note:  The Security ID will be the CUSIP (Committee on Uniform Securities Identification Procedures) when available. When CUSIP is not available, an alternate identifier, e.g., CINS, will be provided.

 
ABACUS PROPERTY GROUP
MEETING DATE:  NOV 23, 2022
TICKER:  ABP       SECURITY ID:  Q0015N229
Proposal No Proposal Proposed By Management Recommendation Vote Cast
2 Approve Remuneration Report Management For For
3.1 Elect Trent Alston as Director Management For For
3.2 Elect Jingmin Qian as Director Management For For
4 Approve Grant of Performance Rights to Steven Sewell Management For For
5 Ratify Past Issuance of Ordinary Securities to Professional and Sophisticated Institutional Investors Management For For
6 Approve the Increase in Maximum Aggregate Remuneration of Non-Executive Directors Management For For
 
AMERICAN HOMES 4 RENT
MEETING DATE:  MAY 09, 2023
TICKER:  AMH       SECURITY ID:  02665T306
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Matthew J. Hart Management For For
1b Elect Director David P. Singelyn Management For For
1c Elect Director Douglas N. Benham Management For For
1d Elect Director Jack Corrigan Management For For
1e Elect Director David Goldberg Management For For
1f Elect Director Tamara H. Gustavson Management For For
1g Elect Director Michelle C. Kerrick Management For For
1h Elect Director James H. Kropp Management For For
1i Elect Director Lynn C. Swann Management For For
1j Elect Director Winifred M. Webb Management For For
1k Elect Director Jay Willoughby Management For For
1l Elect Director Matthew R. Zaist Management For For
2 Ratify Ernst & Young LLP as Auditors Management For For
3 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
 
APARTMENT INCOME REIT CORP.
MEETING DATE:  DEC 07, 2022
TICKER:  AIRC       SECURITY ID:  03750L109
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Terry Considine Management For For
1.2 Elect Director Thomas N. Bohjalian Management For For
1.3 Elect Director Kristin R. Finney-Cooke Management For For
1.4 Elect Director Thomas L. Keltner Management For For
1.5 Elect Director Devin I. Murphy Management For For
1.6 Elect Director Margarita Palau-Hernandez Management For For
1.7 Elect Director John Dinha Rayis Management For For
1.8 Elect Director Ann Sperling Management For For
1.9 Elect Director Nina A. Tran Management For For
2 Ratify Deloitte & Touche LLP as Auditors Management For For
3 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
4 Amend Omnibus Stock Plan Management For For
 
ARENA REIT
MEETING DATE:  NOV 24, 2022
TICKER:  ARF       SECURITY ID:  Q0457C152
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1 Approve Remuneration Report Management For For
2 Elect Simon Parsons as Director Management For For
3 Elect Rosemary Hartnett as Director Management For For
4 Approve Grant of Deferred STI Rights to Rob de Vos Management For For
5 Approve Grant of LTI Performance Rights to Rob de Vos Management For For
6 Approve Grant of Deferred STI Rights to Gareth Winter Management For For
7 Approve Grant of LTI Performance Rights to Gareth Winter Management For For
 
ARGAN SA
MEETING DATE:  MAR 23, 2023
TICKER:  ARG       SECURITY ID:  F0378V109
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1 Approve Financial Statements and Discharge Management and Supervisory Board Members Management For For
2 Approve Consolidated Financial Statements and Statutory Reports Management For For
3 Approve Allocation of Income Management For For
4 Approve Dividends of EUR 3 per Share Management For For
5 Approve Stock Dividend Program Management For For
6 Approve Auditors' Special Report on Related-Party Transactions Management For For
7 Approve Remuneration Policy of Corporate Officers Management For For
8 Approve Compensation Report of Corporate Officers Management For For
9 Approve Compensation of Ronan Le Lan, Chairman of the Management Board Management For Against
10 Approve Compensation of Francis Albertinelli, Management Board Member Management For Against
11 Approve Compensation of Frederic Larroumets, Management Board Member Management For Against
12 Approve Compensation of Jean-Claude Le Lan Junior, Management Board Member Management For For
13 Approve Compensation of Jean-Claude Le Lan, Chairman of the Supervisory Board Management For For
14 Approve Remuneration of Supervisory Board Members in the Aggregate Amount of EUR 177,000 Management For For
15 Reelect Nicolas Le Lan as Supervisory Board Member Management For Against
16 Reelect Predica as Supervisory Board Member Management For Against
17 Reelect Emmanuel Chabas as Censor Management For Against
18 Renew Appointment of Cabinet Mazars as Auditor Management For For
19 Authorize Repurchase of Up to 10 Percent of Issued Share Capital Management For Against
20 Authorize Capitalization of Reserves of Up to EUR 15 Million for Bonus Issue or Increase in Par Value Management For For
21 Authorize Issuance of Equity or Equity-Linked Securities with Preemptive Rights up to Aggregate Nominal Amount of EUR 25 Million Management For Against
22 Authorize Issuance of Equity or Equity-Linked Securities without Preemptive Rights up to Aggregate Nominal Amount of EUR 20 Million Management For Against
23 Approve Issuance of Equity or Equity-Linked Securities for Private Placements and Qualified Investors, up to Aggregate Nominal Amount of EUR 50 Million Management For Against
24 Authorize Board to Set Issue Price for 10 Percent Per Year of Issued Capital Pursuant to Issue Authority without Preemptive Rights Management For Against
25 Authorize Board to Increase Capital in the Event of Additional Demand Related to Delegation Submitted to Shareholder Vote Under Items 21 to 23 Management For Against
26 Authorize Capital Increase of up to 10 Percent of Issued Capital for Contributions in Kind Management For Against
27 Authorize Decrease in Share Capital via Cancellation of Repurchased Shares Management For For
28 Set Total Limit for Capital Increase to Result from All Issuance Requests at EUR 50 Million Management For For
29 Authorize Capital Issuances for Use in Employee Stock Purchase Plans Management For Against
30 Authorize Filing of Required Documents/Other Formalities Management For For
 
ASSURA PLC
MEETING DATE:  JUL 06, 2022
TICKER:  AGR       SECURITY ID:  G2386T109
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1 Accept Financial Statements and Statutory Reports Management For For
2 Approve Remuneration Policy Management For For
3 Approve Remuneration Report Management For For
4 Reappoint Ernst & Young LLP as Auditors Management For For
5 Authorise the Audit Committee to Fix Remuneration of Auditors Management For For
6 Re-elect Ed Smith as Director Management For For
7 Re-elect Louise Fowler as Director Management For For
8 Re-elect Jonathan Murphy as Director Management For For
9 Re-elect Jayne Cottam as Director Management For For
10 Re-elect Jonathan Davies as Director Management For For
11 Re-elect Samantha Barrell as Director Management For For
12 Re-elect Emma Cariaga as Director Management For For
13 Re-elect Noel Gordon as Director Management For For
14 Authorise Issue of Equity Management For For
15 Authorise Issue of Equity without Pre-emptive Rights Management For For
16 Authorise Issue of Equity without Pre-emptive Rights in Connection with an Acquisition or Other Capital Investment Management For For
17 Authorise Market Purchase of Ordinary Shares Management For For
18 Authorise the Company to Call General Meeting with Two Weeks' Notice Management For For
 
BOARDWALK REAL ESTATE INVESTMENT TRUST
MEETING DATE:  MAY 08, 2023
TICKER:  BEI.UN       SECURITY ID:  096631106
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1 Fix Number of Trustees at Seven Management For For
2.1 Elect Trustee Mandy Abramsohn Management For For
2.2 Elect Trustee Andrea Goertz Management For For
2.3 Elect Trustee Gary Goodman Management For For
2.4 Elect Trustee Sam Kolias Management For For
2.5 Elect Trustee Samantha A. Kolias-Gunn Management For For
2.6 Elect Trustee Scott Morrison Management For For
2.7 Elect Trustee Brian G. Robinson Management For For
3 Approve Deloitte LLP as Auditors and Authorize Trustees to Fix Their Remuneration Management For For
4 Advisory Vote on Executive Compensation Approach Management For For
5 Re-approve Deferred Unit Plan Management For For
 
CAPITALAND INTEGRATED COMMERCIAL TRUST
MEETING DATE:  APR 19, 2023
TICKER:  C38U       SECURITY ID:  Y1100L160
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1 Approve Proposed Entry Into the New Singapore Property Management Agreement Management For For
 
CAPITALAND INTEGRATED COMMERCIAL TRUST
MEETING DATE:  APR 19, 2023
TICKER:  C38U       SECURITY ID:  Y1100L160
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1 Adopt Trustee's Report, the Manager's Statement, Financial Statements and Directors' and Auditors' Reports Management For For
2 Approve KPMG LLP as Auditors and Authorize Board to Fix Their Remuneration Management For For
3 Approve Issuance of Equity or Equity-Linked Securities with or without Preemptive Rights Management For For
4 Authorize Unit Repurchase Program Management For For
 
CATENA AB
MEETING DATE:  APR 27, 2023
TICKER:  CATE       SECURITY ID:  W2356E100
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1 Open Meeting Management None None
2 Elect Chairman of Meeting Management For Did Not Vote
3 Prepare and Approve List of Shareholders Management For Did Not Vote
4 Approve Agenda of Meeting Management For Did Not Vote
5 Designate Inspector(s) of Minutes of Meeting Management For Did Not Vote
6 Acknowledge Proper Convening of Meeting Management For Did Not Vote
7 Receive Board's Report and Report on Committee Work Management None None
8 Receive CEO's Report Management None None
9 Receive Financial Statements and Statutory Reports Management None None
10 Accept Financial Statements and Statutory Reports Management For Did Not Vote
11 Approve Allocation of Income and Dividends of SEK 8.26 Per Share Management For Did Not Vote
12.a Approve Discharge of Gustav Hermelin Management For Did Not Vote
12.b Approve Discharge of Katarina Wallin Management For Did Not Vote
12.c Approve Discharge of Helene Briggert Management For Did Not Vote
12.d Approve Discharge of Magnus Swardh Management For Did Not Vote
12.e Approve Discharge of Caesar Afors Management For Did Not Vote
12.f Approve Discharge of Vesna Jovic Management For Did Not Vote
12.g Approve Discharge of Lennart Mauritzson Management For Did Not Vote
12.h Approve Discharge of Joost Uwents Management For Did Not Vote
12.i Approve Discharge of Jorgen Eriksson Management For Did Not Vote
13 Determine Number of Members (8) and Deputy Members (0) of Board Management For Did Not Vote
14.a Approve Remuneration of Directors in the Amount of SEK 410,000 for Chairman, and SEK 205,000 for Other Directors; Approve Remuneration for Committee Work Management For Did Not Vote
14.b Approve Remuneration of Auditors Management For Did Not Vote
15.a Reelect Gustaf Hermelin as Director Management For Did Not Vote
15.b Reelect Katarina Wallin as Director Management For Did Not Vote
15.c Reelect Helene Briggert as Director Management For Did Not Vote
15.d Reelect Lennart Mauritzson as Director Management For Did Not Vote
15.e Reelect Magnus Swardh as Director Management For Did Not Vote
15.f Reelect Caesar Afors as Director Management For Did Not Vote
15.g Reelect Vesna Jovic as Director Management For Did Not Vote
15.h Elect Joost Uwents as New Director Management For Did Not Vote
15.i Elect Lennart Mauritzson as Director Management For Did Not Vote
15.j Elect Lennart Mauritzson as Board Chair Management For Did Not Vote
16 Ratify KPMG as Auditors Management For Did Not Vote
17 Authorize Chairman of the Board and Representatives of Four of Company's Largest Shareholders to Serve on Nominating Committee Management For Did Not Vote
18 Approve Remuneration Policy And Other Terms of Employment For Executive Management Management For Did Not Vote
19 Approve Remuneration Report Management For Did Not Vote
20 Authorize Share Repurchase Program Management For Did Not Vote
21 Authorize Reissuance of Repurchased Shares Management For Did Not Vote
22 Approve Creation of Pool of Capital without Preemptive Rights Management For Did Not Vote
23 Amend Articles Re: Set Minimum (SEK 198 Million) and Maximum (SEK 792 Million) Share Capital; Set Minimum (45 Million) and Maximum (180 Million) Number of Shares Management For Did Not Vote
24 Other Business Management None None
25 Close Meeting Management None None
 
CDL HOSPITALITY REAL ESTATE INVESTMENT TRUST
MEETING DATE:  APR 21, 2023
TICKER:  J85       SECURITY ID:  Y1233P104
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1 Adopt the Trustee-Manager's Report, Statement by the Chief Executive Officer of the HBT Trustee-Manager, the H-REIT Trustee's Report, the H-REIT Manager's Report, H-REIT and CDL Hospitality Trusts, Financial Statements and Directors' and Auditors' Reports Management For For
2 Approve KPMG LLP as Independent Auditors and Authorize H-REIT Manager and the HBT Trustee-Manager to Fix Their Remuneration Management For For
3 Approve Issuance of Equity or Equity-Linked Securities with or without Preemptive Rights Management For For
 
CHARTER HALL RETAIL REIT
MEETING DATE:  NOV 07, 2022
TICKER:  CQR       SECURITY ID:  Q2308D108
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1 Elect Sue Palmer as Director Management For For
 
COVIVIO SA
MEETING DATE:  APR 20, 2023
TICKER:  COV       SECURITY ID:  F2R22T119
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1 Approve Financial Statements and Statutory Reports Management For For
2 Approve Consolidated Financial Statements and Statutory Reports Management For For
3 Approve Allocation of Income and Dividends of EUR 3.75 per Share Management For For
4 Approve Stock Dividend Program Management For For
5 Approve Auditors' Special Report on Related-Party Transactions Management For For
6 Approve Compensation Report of Corporate Officers Management For For
7 Approve Compensation of Jean Laurent, Chairman of the Board until July 21, 2022 Management For For
8 Approve Compensation of Jean-Luc Biamonti, Chairman of the Board since July 21, 2022 Management For For
9 Approve Compensation of Christophe Kullmann, CEO Management For For
10 Approve Compensation of Olivier Esteve, Vice-CEO Management For For
11 Approve Remuneration Policy of Chairman of the Board Management For For
12 Approve Remuneration Policy of CEO Management For For
13 Approve Remuneration Policy of Vice-CEO Management For For
14 Approve Remuneration Policy of Directors Management For For
15 Ratify Appointment of Delfin S.a.r.l. as Director Management For Against
16 Reelect Jean-Luc Biamonti as Director Management For Against
17 Reelect Christian Delaire as Director Management For For
18 Reelect Olivier Piani as Director Management For For
19 Reelect Covea Cooperations as Director Management For Against
20 Reelect Delfin S.a.r.l. as Director Management For Against
21 Authorize Repurchase of Up to 10 Percent of Issued Share Capital Management For For
22 Approve Company's Climate Transition Plan (Advisory) Management For For
23 Authorize Capitalization of Reserves of Up to EUR 28.4 Million for Bonus Issue or Increase in Par Value Management For For
24 Authorize Decrease in Share Capital via Cancellation of Repurchased Shares Management For For
25 Authorize Issuance of Equity or Equity-Linked Securities with Preemptive Rights up to Aggregate Nominal Amount of EUR 71 Million Management For For
26 Authorize Issuance of Equity or Equity-Linked Securities without Preemptive Rights with Binding Priority Right up to Aggregate Nominal Amount of EUR 28.4 Million Management For For
27 Authorize Capital Increase of Up to 10 Percent of Issued Share Capital for Future Exchange Offers Management For For
28 Authorize Capital Increase of up to 10 Percent of Issued Capital for Contributions in Kind Management For For
29 Authorize Capital Issuances for Use in Employee Stock Purchase Plans Management For For
30 Amend Article 8 of Bylaws Re: Shareholding Disclosure Thresholds Management For For
31 Authorize Filing of Required Documents/Other Formalities Management For For
 
CROWN CASTLE INC.
MEETING DATE:  MAY 17, 2023
TICKER:  CCI       SECURITY ID:  22822V101
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director P. Robert Bartolo Management For For
1b Elect Director Jay A. Brown Management For For
1c Elect Director Cindy Christy Management For For
1d Elect Director Ari Q. Fitzgerald Management For For
1e Elect Director Andrea J. Goldsmith Management For For
1f Elect Director Tammy K. Jones Management For For
1g Elect Director Anthony J. Melone Management For For
1h Elect Director W. Benjamin Moreland Management For For
1i Elect Director Kevin A. Stephens Management For For
1j Elect Director Matthew Thornton, III Management For For
2 Ratify PricewaterhouseCoopers LLP as Auditors Management For For
3 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
4 Amend Charter to Allow Exculpation of Certain Officers Management For For
 
CUBESMART
MEETING DATE:  MAY 16, 2023
TICKER:  CUBE       SECURITY ID:  229663109
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Piero Bussani Management For For
1.2 Elect Director Jit Kee Chin Management For For
1.3 Elect Director Dorothy Dowling Management For For
1.4 Elect Director John W. Fain Management For For
1.5 Elect Director Jair K. Lynch Management For For
1.6 Elect Director Christopher P. Marr Management For For
1.7 Elect Director Deborah Rather Salzberg Management For For
1.8 Elect Director John F. Remondi Management For For
1.9 Elect Director Jeffrey F. Rogatz Management For For
2 Ratify KPMG LLP as Auditors Management For For
3 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
4 Advisory Vote on Say on Pay Frequency Management One Year One Year
 
DALATA HOTEL GROUP PLC
MEETING DATE:  APR 27, 2023
TICKER:  DHG       SECURITY ID:  G2630L100
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1 Accept Financial Statements and Statutory Reports Management For For
2 Approve Remuneration Report Management For For
3 Approve Remuneration Policy Management For For
4a Re-elect John Hennessy as Director Management For For
4b Re-elect Dermot Crowley as Director Management For For
4c Re-elect Elizabeth McMeikan as Director Management For For
4d Re-elect Cathriona Hallahan as Director Management For For
4e Re-elect Gervaise Slowey as Director Management For For
4f Re-elect Shane Casserly as Director Management For For
4g Re-elect Carol Phelan as Director Management For For
5 Authorise Board to Fix Remuneration of Auditors Management For For
6 Authorise Issue of Equity Management For For
7 Authorise Issue of Equity without Pre-emptive Rights Management For For
8 Authorise Issue of Equity without Pre-emptive Rights in Connection with an Acquisition or Other Capital Investment Management For For
9 Authorise Market Purchase of Ordinary Shares Management For For
10 Authorise Re-allotment of Treasury Shares Management For For
11 Authorise the Company to Call General Meeting with Two Weeks' Notice Management For For
 
DIAMONDROCK HOSPITALITY COMPANY
MEETING DATE:  MAY 02, 2023
TICKER:  DRH       SECURITY ID:  252784301
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director William W. McCarten Management For For
1b Elect Director Mark W. Brugger Management For For
1c Elect Director Timothy R. Chi Management For For
1d Elect Director Michael A. Hartmeier Management For For
1e Elect Director Kathleen A. Merrill Management For For
1f Elect Director William J. Shaw Management For For
1g Elect Director Bruce D. Wardinski Management For For
1h Elect Director Tabassum S. Zalotrawala Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Advisory Vote on Say on Pay Frequency Management One Year One Year
4 Ratify KPMG LLP as Auditors Management For For
 
DIGITAL REALTY TRUST, INC.
MEETING DATE:  JUN 08, 2023
TICKER:  DLR       SECURITY ID:  253868103
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Alexis Black Bjorlin Management For For
1b Elect Director VeraLinn 'Dash' Jamieson Management For For
1c Elect Director Kevin J. Kennedy Management For For
1d Elect Director William G. LaPerch Management For For
1e Elect Director Jean F.H.P. Mandeville Management For For
1f Elect Director Afshin Mohebbi Management For For
1g Elect Director Mark R. Patterson Management For For
1h Elect Director Mary Hogan Preusse Management For For
1i Elect Director Andrew P. Power Management For For
2 Ratify KPMG LLP as Auditors Management For For
3 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
4 Advisory Vote on Say on Pay Frequency Management One Year One Year
5 Report on Risks Associated with Use of Concealment Clauses Shareholder Against For
6 Report on Whether Company Policies Reinforce Racism in Company Culture Shareholder Against Against
 
DREAM INDUSTRIAL REAL ESTATE INVESTMENT TRUST
MEETING DATE:  JUN 06, 2023
TICKER:  DIR.UN       SECURITY ID:  26153W109
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Trustee R. Sacha Bhatia Management For For
1.2 Elect Trustee Michael Cooper Management For For
1.3 Elect Trustee J. Michael Knowlton Management For For
1.4 Elect Trustee Ben Mulroney Management For For
1.5 Elect Trustee Brian Pauls Management For For
1.6 Elect Trustee Vicky Schiff Management For For
1.7 Elect Trustee Jennifer Scoffield Management For For
1.8 Elect Trustee Vincenza Sera Management For For
2 Approve PricewaterhouseCoopers LLP as Auditors and Authorize Trustees to Fix Their Remuneration Management For For
 
DUKE REALTY CORPORATION
MEETING DATE:  SEP 28, 2022
TICKER:  DRE       SECURITY ID:  264411505
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1 Approve Merger Agreement Management For For
2 Advisory Vote on Golden Parachutes Management For Against
3 Adjourn Meeting Management For For
 
ELME COMMUNITIES
MEETING DATE:  MAY 25, 2023
TICKER:  ELME       SECURITY ID:  939653101
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Jennifer S. Banner Management For For
1.2 Elect Director Benjamin S. Butcher Management For For
1.3 Elect Director Ellen M. Goitia Management For For
1.4 Elect Director Paul T. McDermott Management For For
1.5 Elect Director Thomas H. Nolan, Jr. Management For For
1.6 Elect Director Anthony L. Winns Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Advisory Vote on Say on Pay Frequency Management One Year One Year
4 Ratify Ernst & Young LLP as Auditors Management For For
 
EQUINIX, INC.
MEETING DATE:  MAY 25, 2023
TICKER:  EQIX       SECURITY ID:  29444U700
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Nanci Caldwell Management For For
1b Elect Director Adaire Fox-Martin Management For For
1c Elect Director Ron Guerrier - Withdrawn Management None None
1d Elect Director Gary Hromadko Management For For
1e Elect Director Charles Meyers Management For For
1f Elect Director Thomas Olinger Management For For
1g Elect Director Christopher Paisley Management For For
1h Elect Director Jeetu Patel Management For For
1i Elect Director Sandra Rivera Management For For
1j Elect Director Fidelma Russo Management For For
1k Elect Director Peter Van Camp Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Advisory Vote on Say on Pay Frequency Management One Year One Year
4 Ratify PricewaterhouseCoopers LLP as Auditors Management For For
5 Submit Severance Agreement (Change-in-Control) to Shareholder Vote Shareholder Against Against
 
EQUITY LIFESTYLE PROPERTIES, INC.
MEETING DATE:  APR 25, 2023
TICKER:  ELS       SECURITY ID:  29472R108
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Andrew Berkenfield Management For For
1.2 Elect Director Derrick Burks Management For For
1.3 Elect Director Philip Calian Management For For
1.4 Elect Director David Contis Management For For
1.5 Elect Director Constance Freedman Management For For
1.6 Elect Director Thomas Heneghan Management For For
1.7 Elect Director Marguerite Nader Management For For
1.8 Elect Director Scott Peppet Management For For
1.9 Elect Director Sheli Rosenberg Management For For
1.10 Elect Director Samuel Zell Management For For
2 Ratify Ernst & Young, LLP as Auditors Management For For
3 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
4 Advisory Vote on Say on Pay Frequency Management One Year One Year
 
EXTRA SPACE STORAGE INC.
MEETING DATE:  MAY 24, 2023
TICKER:  EXR       SECURITY ID:  30225T102
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Kenneth M. Woolley Management For For
1.2 Elect Director Joseph D. Margolis Management For For
1.3 Elect Director Roger B. Porter Management For For
1.4 Elect Director Jennifer Blouin Management For For
1.5 Elect Director Joseph J. Bonner Management For For
1.6 Elect Director Gary L. Crittenden Management For For
1.7 Elect Director Spencer F. Kirk Management For For
1.8 Elect Director Diane Olmstead Management For For
1.9 Elect Director Jefferson S. Shreve Management For For
1.10 Elect Director Julia Vander Ploeg Management For For
2 Ratify Ernst & Young LLP as Auditors Management For For
3 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
 
FLAGSHIP COMMUNITIES REAL ESTATE INVESTMENT TRUST
MEETING DATE:  MAY 10, 2023
TICKER:  MHC.UN       SECURITY ID:  33843T108
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Trustee Peter C.B. Bynoe Management For For
1b Elect Trustee Louis M. Forbes Management For For
1c Elect Trustee Kurtis Keeney Management For For
1d Elect Trustee J. Susan Monteith Management For For
1e Elect Trustee Andrew Oppenheim Management For For
1f Elect Trustee Ann Rooney Management For For
1g Elect Trustee Nathan Smith Management For For
2 Approve MNP LLP as Auditors and Authorize Trustees to Fix Their Remuneration Management For For
 
GAMING AND LEISURE PROPERTIES, INC.
MEETING DATE:  JUN 15, 2023
TICKER:  GLPI       SECURITY ID:  36467J108
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Peter M. Carlino Management For For
1.2 Elect Director JoAnne A. Epps Management For For
1.3 Elect Director Carol 'Lili' Lynton Management For For
1.4 Elect Director Joseph W. Marshall, III Management For For
1.5 Elect Director James B. Perry Management For For
1.6 Elect Director Barry F. Schwartz Management For For
1.7 Elect Director Earl C. Shanks Management For For
1.8 Elect Director E. Scott Urdang Management For For
2 Ratify Deloitte & Touche LLP as Auditors Management For For
3 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
4 Advisory Vote on Say on Pay Frequency Management One Year One Year
 
GECINA SA
MEETING DATE:  APR 20, 2023
TICKER:  GFC       SECURITY ID:  F4268U171
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1 Approve Financial Statements and Statutory Reports Management For For
2 Approve Consolidated Financial Statements and Statutory Reports Management For For
3 Approve Standard Accounting Transfers to Specific Reserve Management For For
4 Approve Allocation of Income and Dividends of EUR 5.30 per Share Management For For
5 Approve Stock Dividend Program Management For For
6 Approve Auditors' Special Report on Related-Party Transactions Mentioning the Absence of New Transactions Management For For
7 Approve Compensation Report of Corporate Officers Management For For
8 Approve Compensation of Jerome Brunel, Chairman of the Board Management For For
9 Approve Compensation of Meka Brunel, CEO until April 21, 2022 Management For For
10 Approve Compensation of Benat Ortega, CEO since April 21, 2022 Management For For
11 Approve Remuneration Policy of Directors Management For For
12 Approve Remuneration Policy of Chairman of the Board Management For For
13 Approve Remuneration Policy of CEO Management For For
14 Reelect Dominique Dudan as Director Management For For
15 Reelect Predica as Director Management For For
16 Elect Benat Ortega as Director Management For For
17 Authorize Repurchase of Up to 10 Percent of Issued Share Capital Management For For
18 Authorize Filing of Required Documents/Other Formalities Management For For
 
GRAINGER PLC
MEETING DATE:  FEB 08, 2023
TICKER:  GRI       SECURITY ID:  G40432117
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1 Accept Financial Statements and Statutory Reports Management For For
2 Approve Remuneration Report Management For For
3 Approve Remuneration Policy Management For For
4 Approve Final Dividend Management For For
5 Re-elect Mark Clare as Director Management For For
6 Re-elect Helen Gordon as Director Management For For
7 Re-elect Robert Hudson as Director Management For For
8 Re-elect Justin Read as Director Management For For
9 Re-elect Janette Bell as Director Management For For
10 Re-elect Carol Hui as Director Management For For
11 Elect Michael Brodtman as Director Management For For
12 Reappoint KPMG LLP as Auditors Management For For
13 Authorise Board to Fix Remuneration of Auditors Management For For
14 Authorise Issue of Equity Management For For
15 Authorise Issue of Equity without Pre-emptive Rights Management For For
16 Authorise Issue of Equity without Pre-emptive Rights in Connection with an Acquisition or Other Capital Investment Management For For
17 Authorise Market Purchase of Ordinary Shares Management For For
18 Authorise the Company to Call General Meeting with Two Weeks' Notice Management For For
19 Authorise UK Political Donations and Expenditure Management For For
 
HELICAL PLC
MEETING DATE:  JUL 14, 2022
TICKER:  HLCL       SECURITY ID:  G43904195
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1 Accept Financial Statements and Statutory Reports Management For For
2 Approve Final Dividend Management For For
3 Re-elect Gerald Kaye as Director Management For For
4 Re-elect Tim Murphy as Director Management For For
5 Re-elect Matthew Bonning-Snook as Director Management For For
6 Re-elect Sue Clayton as Director Management For For
7 Re-elect Richard Cotton as Director Management For For
8 Re-elect Sue Farr as Director Management For For
9 Re-elect Joe Lister as Director Management For For
10 Reappoint Deloitte LLP as Auditors Management For For
11 Authorise the Audit and Risk Committee to Fix Remuneration of Auditors Management For For
12 Approve Remuneration Report Management For For
13 Approve Renewal and Amendments to the 2002 Share Incentive Plan Management For For
14 Authorise Issue of Equity Management For For
15 Authorise Issue of Equity without Pre-emptive Rights Management For For
16 Authorise Issue of Equity without Pre-emptive Rights in Connection with an Acquisition or Other Capital Investment Management For For
17 Authorise Market Purchase of Ordinary Shares Management For For
18 Authorise the Company to Call General Meeting with Two Weeks' Notice Management For For
 
HOST HOTELS & RESORTS, INC.
MEETING DATE:  MAY 18, 2023
TICKER:  HST       SECURITY ID:  44107P104
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Mary L. Baglivo Management For For
1.2 Elect Director Herman E. Bulls Management For For
1.3 Elect Director Diana M. Laing Management For For
1.4 Elect Director Richard E. Marriott Management For For
1.5 Elect Director Mary Hogan Preusse Management For For
1.6 Elect Director Walter C. Rakowich Management For For
1.7 Elect Director James F. Risoleo Management For For
1.8 Elect Director Gordon H. Smith Management For For
1.9 Elect Director A. William Stein Management For For
2 Ratify KPMG LLP as Auditors Management For For
3 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
4 Advisory Vote on Say on Pay Frequency Management One Year One Year
 
HYSAN DEVELOPMENT COMPANY LIMITED
MEETING DATE:  MAY 16, 2023
TICKER:  14       SECURITY ID:  Y38203124
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1 Accept Financial Statements and Statutory Reports Management For For
2.1 Elect Lee Irene Yun-Lien as Director Management For Against
2.2 Elect Churchouse Frederick Peter as Director Management For For
2.3 Elect Lee Chien as Director Management For Against
2.4 Elect Lee Tze Hau Michael as Director Management For Against
3 Approve Deloitte Touche Tohmatsu as Auditor and Authorize Board to Fix Their Remuneration Management For For
4 Approve Issuance of Equity or Equity-Linked Securities without Preemptive Rights Management For For
5 Authorize Repurchase of Issued Share Capital Management For For
 
INVITATION HOMES, INC.
MEETING DATE:  MAY 17, 2023
TICKER:  INVH       SECURITY ID:  46187W107
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Michael D. Fascitelli Management For For
1.2 Elect Director Dallas B. Tanner Management For For
1.3 Elect Director Jana Cohen Barbe Management For For
1.4 Elect Director Richard D. Bronson Management For For
1.5 Elect Director Jeffrey E. Kelter Management For For
1.6 Elect Director Joseph D. Margolis Management For For
1.7 Elect Director John B. Rhea Management For For
1.8 Elect Director Janice L. Sears Management For For
1.9 Elect Director Frances Aldrich Sevilla-Sacasa Management For For
1.10 Elect Director Keith D. Taylor Management For For
2 Ratify Deloitte & Touche LLP as Auditors Management For For
3 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
 
KIMCO REALTY CORPORATION
MEETING DATE:  APR 25, 2023
TICKER:  KIM       SECURITY ID:  49446R109
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Milton Cooper Management For For
1b Elect Director Philip E. Coviello Management For For
1c Elect Director Conor C. Flynn Management For For
1d Elect Director Frank Lourenso Management For For
1e Elect Directorr Henry Moniz Management For For
1f Elect Director Mary Hogan Preusse Management For For
1g Elect Director Valerie Richardson Management For For
1h Elect Director Richard B. Saltzman Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Advisory Vote on Say on Pay Frequency Management One Year One Year
4 Ratify PricewaterhouseCoopers LLP as Auditors Management For For
 
LAR ESPANA REAL ESTATE SOCIMI SA
MEETING DATE:  MAR 30, 2023
TICKER:  LRE       SECURITY ID:  E7S5A1113
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1 Approve Consolidated and Standalone Financial Statements Management For For
2 Approve Consolidated and Standalone Management Reports Management For For
3 Approve Discharge of Board Management For For
4 Approve Allocation of Income and Dividends Management For For
5 Renew Appointment of Deloitte as Auditor Management For For
6.1 Reelect Jose Luis del Valle Doblado as Director Management For For
6.2 Reelect Miguel Pereda Espeso as Director Management For For
6.3 Reelect Roger Maxwell Cooke as Director Management For For
6.4 Reelect Alec Emmot as Director Management For For
7 Allow Miguel Pereda Espeso to Be Involved in Other Companies Management For For
8.1 Amend Article 42 Re: Audit and Control Committee Management For For
8.2 Amend Article 43 Re: Appointment, Remuneration and Sustainability Committee Management For For
8.3 Approve Restated Articles of Association Management For For
9 Authorize Board to Ratify and Execute Approved Resolutions Management For For
10 Advisory Vote on Remuneration Report Management For For
11 Receive Amendments to Board of Directors, Audit and Control Committee, and Appointment, Remuneration and Sustainability Committee Regulations Management None None
 
LIFE SCIENCE REIT PLC
MEETING DATE:  NOV 30, 2022
TICKER:  LABS       SECURITY ID:  G72540100
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1 Authorise Issue of Equity in Connection with the Share Issuance Programme Management For For
2 Authorise Issue of Equity without Pre-emptive Rights in Connection with the Share Issuance Programme Management For For
 
LINK REAL ESTATE INVESTMENT TRUST
MEETING DATE:  JUL 20, 2022
TICKER:  823       SECURITY ID:  Y5281M111
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1 Note the Financial Statements and Statutory Reports Management None None
2 Note the Appointment of Auditor and Fixing of Their Remuneration Management None None
3.1 Elect Ed Chan Yiu Cheong as Director Management For For
3.2 Elect Blair Chilton Pickerell as Director Management For For
3.3 Elect Peter Tse Pak Wing as Director Management For For
4 Elect Jenny Gu Jialin as Director Management For For
5 Authorize Repurchase of Issued Units Management For For
 
LXP INDUSTRIAL TRUST
MEETING DATE:  MAY 23, 2023
TICKER:  LXP       SECURITY ID:  529043101
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director T. Wilson Eglin Management For For
1.2 Elect Director Lawrence L. Gray Management For For
1.3 Elect Director Arun Gupta Management For For
1.4 Elect Director Jamie Handwerker Management For For
1.5 Elect Director Derrick Johnson Management For For
1.6 Elect Director Claire A. Koeneman Management For For
1.7 Elect Director Nancy Elizabeth Noe Management For For
1.8 Elect Director Howard Roth Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Advisory Vote on Say on Pay Frequency Management One Year One Year
4 Ratify Deloitte & Touche LLP as Auditors Management For For
 
MAPLETREE COMMERCIAL TRUST
MEETING DATE:  JUL 29, 2022
TICKER:  N2IU       SECURITY ID:  Y5759T101
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1 Adopt Report of the Trustee, Statement by the Manager, Audited Financial Statements and Auditors' Report Management For For
2 Approve PricewaterhouseCoopers LLP as Auditor and Authorize Manager to Fix Their Remuneration Management For For
3 Approve Issuance of Equity or Equity-Linked Securities with or without Preemptive Rights Management For For
 
MERLIN PROPERTIES SOCIMI SA
MEETING DATE:  APR 26, 2023
TICKER:  MRL       SECURITY ID:  E7390Z100
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Approve Standalone Financial Statements Management For For
1.2 Approve Consolidated Financial Statements Management For For
1.3 Approve Non-Financial Information Statement Management For For
2 Approve Allocation of Income and Dividends Management For For
3 Approve Discharge of Board Management For For
4.1 Renew Appointment of Deloitte as Auditor for FY 2023 Management For For
4.2 Appoint PricewaterhouseCoopers as Auditor for FY 2024, 2025 and 2026 Management For For
5.1 Reelect Javier Garcia-Carranza Benjumea as Director Management For For
5.2 Reelect Francisca Ortega Fernandez-Agero as Director Management For For
5.3 Reelect Pilar Cavero Mestre as Director Management For For
5.4 Reelect Juan Maria Aguirre Gonzalo as Director Management For For
6 Advisory Vote on Remuneration Report Management For For
7 Authorize Increase in Capital up to 50 Percent via Issuance of Equity or Equity-Linked Securities, Excluding Preemptive Rights of up to 20 Percent Management For For
8 Authorize Share Repurchase Program Management For For
9.1 Authorize Issuance of Convertible Bonds, Debentures, Warrants, and Other Debt Securities up to EUR 1 Billion with Exclusion of Preemptive Rights up to 20 Percent of Capital Management For For
9.2 Authorize Issuance of Non-Convertible Bonds/Debentures and/or Other Debt Securities up to EUR 6 Billion Management For For
10.1 Amend Article 44 Re: Audit and Control Committee Management For For
10.2 Amend Article 45 Re: Appointments and Remuneration Committee Management For For
11 Authorize Company to Call EGM with 15 Days' Notice Management For For
12 Authorize Board to Ratify and Execute Approved Resolutions Management For For
 
MID-AMERICA APARTMENT COMMUNITIES, INC.
MEETING DATE:  MAY 16, 2023
TICKER:  MAA       SECURITY ID:  59522J103
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director H. Eric Bolton, Jr. Management For For
1b Elect Director Deborah H. Caplan Management For For
1c Elect Director John P. Case Management For For
1d Elect Director Tamara Fischer Management For For
1e Elect Director Alan B. Graf, Jr. Management For For
1f Elect Director Toni Jennings Management For For
1g Elect Director Edith Kelly-Green Management For For
1h Elect Director James K. Lowder Management For For
1i Elect Director Thomas H. Lowder Management For For
1j Elect Director Claude B. Nielsen Management For For
1k Elect Director W. Reid Sanders Management For For
1l Elect Director Gary S. Shorb Management For For
1m Elect Director David P. Stockert Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Advisory Vote on Say on Pay Frequency Management One Year One Year
4 Ratify Ernst & Young LLP as Auditors Management For For
5 Approve Omnibus Stock Plan Management For For
 
MITSUBISHI ESTATE CO., LTD.
MEETING DATE:  JUN 29, 2023
TICKER:  8802       SECURITY ID:  J43916113
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1 Approve Allocation of Income, with a Final Dividend of JPY 19 Management For For
2.1 Elect Director Yoshida, Junichi Management For For
2.2 Elect Director Nakajima, Atsushi Management For For
2.3 Elect Director Naganuma, Bunroku Management For For
2.4 Elect Director Umeda, Naoki Management For For
2.5 Elect Director Hirai, Mikihito Management For For
2.6 Elect Director Nishigai, Noboru Management For For
2.7 Elect Director Katayama, Hiroshi Management For For
2.8 Elect Director Okamoto, Tsuyoshi Management For For
2.9 Elect Director Narukawa, Tetsuo Management For For
2.10 Elect Director Shirakawa, Masaaki Management For For
2.11 Elect Director Nagase, Shin Management For For
2.12 Elect Director Sueyoshi, Wataru Management For For
2.13 Elect Director Sonoda, Ayako Management For For
2.14 Elect Director Melanie Brock Management For For
 
NATIONAL RETAIL PROPERTIES, INC.
MEETING DATE:  MAY 16, 2023
TICKER:  NNN       SECURITY ID:  637417106
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Pamela K.M. Beall Management For For
1b Elect Director Steven D. Cosler Management For For
1c Elect Director David M. Fick Management For For
1d Elect Director Edward J. Fritsch Management For For
1e Elect Director Elizabeth C. Gulacsy Management For For
1f Elect Director Kevin B. Habicht Management For For
1g Elect Director Betsy D. Holden Management For For
1h Elect Director Stephen A. Horn, Jr. Management For For
1i Elect Director Kamau O. Witherspoon Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Advisory Vote on Say on Pay Frequency Management One Year One Year
4 Amend Omnibus Stock Plan Management For For
5 Ratify Ernst & Young LLP as Auditors Management For For
 
NATIONAL STORAGE REIT
MEETING DATE:  OCT 26, 2022
TICKER:  NSR       SECURITY ID:  Q6605D109
Proposal No Proposal Proposed By Management Recommendation Vote Cast
2 Approve Remuneration Report Management For For
3 Elect Anthony Keane as Director Management For For
4 Elect Inma Beaumont as Director Management For For
5 Elect Scott Smith as Director Management For For
6 Approve Issuance of Stapled Securities to Andrew Catsoulis Management For For
7 Approve Issuance of Stapled Securities to Claire Fidler Management For For
8 Approve Issuance of Performance Rights to Andrew Catsoulis Management For For
9 Approve Issuance of Performance Rights to Claire Fidler Management For For
10a Approve Amendment of Constitution - General Amendments (Company Only) Management For For
10b Approve Amendment of Constitution - Virtual Meeting Amendments (Company Only) Management For Against
11a Approve Amendment of Constitution - General Amendments (NSPT Only) Management For For
11b Approve Amendment of Constitution - Virtual Meeting Amendments (NSPT Only) Management For Against
12 Approve Contingent Spill Resolution Management Against Against
 
PHILLIPS EDISON & COMPANY, INC.
MEETING DATE:  MAY 09, 2023
TICKER:  PECO       SECURITY ID:  71844V201
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Jeffrey S. Edison Management For For
1b Elect Director Leslie T. Chao Management For For
1c Elect Director Elizabeth O. Fischer Management For For
1d Elect Director Stephen R. Quazzo Management For For
1e Elect Director Jane E. Silfen Management For For
1f Elect Director John A. Strong Management For For
1g Elect Director Gregory S. Wood Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Ratify Deloitte & Touche LLP as Auditors Management For For
 
PROLOGIS, INC.
MEETING DATE:  SEP 28, 2022
TICKER:  PLD       SECURITY ID:  74340W103
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1 Issue Shares in Connection with Merger Management For For
2 Adjourn Meeting Management For For
 
PROLOGIS, INC.
MEETING DATE:  MAY 04, 2023
TICKER:  PLD       SECURITY ID:  74340W103
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Hamid R. Moghadam Management For For
1b Elect Director Cristina G. Bita Management For For
1c Elect Director James B. Connor Management For For
1d Elect Director George L. Fotiades Management For For
1e Elect Director Lydia H. Kennard Management For For
1f Elect Director Irving F. Lyons, III Management For For
1g Elect Director Avid Modjtabai Management For For
1h Elect Director David P. O'Connor Management For For
1i Elect Director Olivier Piani Management For For
1j Elect Director Jeffrey L. Skelton Management For For
1k Elect Director Carl B. Webb Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Advisory Vote on Say on Pay Frequency Management One Year One Year
4 Ratify KPMG LLP as Auditors Management For For
 
REGENCY CENTERS CORPORATION
MEETING DATE:  MAY 03, 2023
TICKER:  REG       SECURITY ID:  758849103
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Martin E. Stein, Jr. Management For For
1b Elect Director Bryce Blair Management For For
1c Elect Director C. Ronald Blankenship Management For For
1d Elect Director Kristin A. Campbell Management For For
1e Elect Director Deirdre J. Evens Management For For
1f Elect Director Thomas W. Furphy Management For For
1g Elect Director Karin M. Klein Management For For
1h Elect Director Peter D. Linneman Management For For
1i Elect Director David P. O'Connor Management For For
1j Elect Director Lisa Palmer Management For For
1k Elect Director James H. Simmons, III Management For For
2 Advisory Vote on Say on Pay Frequency Management One Year One Year
3 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
4 Ratify KPMG LLP as Auditors Management For For
 
RLJ LODGING TRUST
MEETING DATE:  APR 28, 2023
TICKER:  RLJ       SECURITY ID:  74965L101
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Robert L. Johnson Management For For
1.2 Elect Director Leslie D. Hale Management For For
1.3 Elect Director Evan Bayh Management For For
1.4 Elect Director Arthur R. Collins Management For For
1.5 Elect Director Nathaniel A. Davis Management For For
1.6 Elect Director Patricia L. Gibson Management For For
1.7 Elect Director Robert M. La Forgia Management For For
1.8 Elect Director Robert J. McCarthy Management For For
1.9 Elect Director Robin Zeigler Management For For
2 Ratify PricewaterhouseCoopers LLP as Auditors Management For For
3 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
 
RYMAN HOSPITALITY PROPERTIES, INC.
MEETING DATE:  MAY 11, 2023
TICKER:  RHP       SECURITY ID:  78377T107
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Rachna Bhasin Management For For
1b Elect Director Alvin Bowles, Jr. Management For For
1c Elect Director Mark Fioravanti Management For For
1d Elect Director William E. (Bill) Haslam Management For For
1e Elect Director Fazal Merchant Management For For
1f Elect Director Patrick Moore Management For For
1g Elect Director Christine Pantoya Management For For
1h Elect Director Robert Prather, Jr. Management For For
1i Elect Director Colin Reed Management For For
1j Elect Director Michael I. Roth Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Advisory Vote on Say on Pay Frequency Management One Year One Year
4 Ratify Ernst & Young LLP as Auditors Management For For
 
SCENTRE GROUP
MEETING DATE:  APR 05, 2023
TICKER:  SCG       SECURITY ID:  Q8351E109
Proposal No Proposal Proposed By Management Recommendation Vote Cast
2 Approve Remuneration Report Management For For
3 Elect Michael Wilkins as Director Management For For
4 Elect Stephen McCann as Director Management For For
5 Approve Grant of Performance Rights to Elliott Rusanow Management For For
 
SEGRO PLC
MEETING DATE:  APR 20, 2023
TICKER:  SGRO       SECURITY ID:  G80277141
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1 Accept Financial Statements and Statutory Reports Management For For
2 Approve Final Dividend Management For For
3 Approve Remuneration Report Management For For
4 Re-elect Andy Harrison as Director Management For For
5 Re-elect Mary Barnard as Director Management For For
6 Re-elect Sue Clayton as Director Management For For
7 Re-elect Soumen Das as Director Management For For
8 Re-elect Carol Fairweather as Director Management For For
9 Re-elect Simon Fraser as Director Management For For
10 Re-elect Andy Gulliford as Director Management For For
11 Re-elect Martin Moore as Director Management For For
12 Re-elect David Sleath as Director Management For For
13 Re-elect Linda Yueh as Director Management For For
14 Reappoint PricewaterhouseCoopers LLP as Auditors Management For For
15 Authorise the Audit Committee to Fix Remuneration of Auditors Management For For
16 Authorise UK Political Donations and Expenditure Management For For
17 Authorise Issue of Equity Management For For
18 Authorise Issue of Equity without Pre-emptive Rights Management For For
19 Authorise Issue of Equity without Pre-emptive Rights in Connection with an Acquisition or Other Capital Investment Management For For
20 Authorise Market Purchase of Ordinary Shares Management For For
21 Authorise the Company to Call General Meeting with Two Weeks' Notice Management For For
 
SHAFTESBURY CAPITAL PLC
MEETING DATE:  JUN 15, 2023
TICKER:  SHC       SECURITY ID:  G19406100
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1 Accept Financial Statements and Statutory Reports Management For For
2 Approve Remuneration Policy Management For For
3 Approve Remuneration Report Management For For
4 Re-elect Jonathan Nicholls as Director Management For For
5 Re-elect Ian Hawksworth as Director Management For For
6 Re-elect Situl Jobanputra as Director Management For For
7 Re-elect Christopher Ward as Director Management For For
8 Re-elect Richard Akers as Director Management For For
9 Re-elect Ruth Anderson as Director Management For For
10 Re-elect Charlotte Boyle as Director Management For For
11 Re-elect Helena Coles as Director Management For For
12 Re-elect Anthony Steains as Director Management For For
13 Re-elect Jennelle Tilling as Director Management For For
14 Reappoint PricewaterhouseCoopers LLP as Auditors Management For For
15 Authorise the Audit Committee to Fix Remuneration of Auditors Management For For
16 Approve Scrip Dividend Scheme Management For For
17 Authorise Issue of Equity Management For For
18 Authorise Issue of Equity without Pre-emptive Rights Management For For
19 Authorise Issue of Equity without Pre-emptive Rights in Connection with an Acquisition or Other Capital Investment Management For For
20 Authorise Market Purchase of Ordinary Shares Management For For
21 Authorise the Company to Call General Meeting with Two Weeks' Notice Management For For
 
SHAFTESBURY PLC
MEETING DATE:  JUL 29, 2022
TICKER:  SHB       SECURITY ID:  G80603106
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1 Approve Matters Relating to the All-Share Merger of Shaftesbury plc and Capital & Counties Properties plc Management For Against
 
SHAFTESBURY PLC
MEETING DATE:  JUL 29, 2022
TICKER:  SHB       SECURITY ID:  G80603106
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1 Approve Scheme of Arrangement Management For Against
 
SIRIUS REAL ESTATE LIMITED
MEETING DATE:  JUL 06, 2022
TICKER:  SRE       SECURITY ID:  G8187C104
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1 Accept Financial Statements and Statutory Reports Management For For
2 Re-elect Caroline Britton as Director Management For For
3 Re-elect Mark Cherry as Director Management For For
4 Re-elect Kelly Cleveland as Director Management For For
5 Re-elect Andrew Coombs as Director Management For For
6 Elect Diarmuid Kelly as Director Management For For
7 Re-elect Joanne Kenrick as Director Management For For
8 Re-elect Daniel Kitchen as Director Management For For
9 Re-elect Alistair Marks as Director Management For For
10 Re-elect James Peggie as Director Management For For
11 Ratify Ernst & Young LLP as Auditors Management For For
12 Authorise the Audit Committee to Fix Remuneration of Auditors Management For For
13 Approve Dividend Management For For
14 Approve Remuneration Policy Management For For
15 Approve the Implementation Report on the Remuneration Policy Management For For
16 Approve Scrip Dividend Management For For
17 Authorise Issue of Equity Management For For
18 Authorise Issue of Equity without Pre-emptive Rights Management For For
19 Authorise Issue of Equity without Pre-emptive Rights in Connection with an Acquisition or Other Capital Investment Management For For
20 Adopt New Articles of Association Management For For
21 Authorise Market Purchase of Ordinary Shares Management For For
 
SPIRIT REALTY CAPITAL, INC.
MEETING DATE:  MAY 03, 2023
TICKER:  SRC       SECURITY ID:  84860W300
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Kevin M. Charlton Management For For
1.2 Elect Director Elizabeth F. Frank Management For For
1.3 Elect Director Michelle M. Frymire Management For For
1.4 Elect Director Kristian M. Gathright Management For For
1.5 Elect Director Richard I. Gilchrist Management For For
1.6 Elect Director Jackson Hsieh Management For For
1.7 Elect Director Diana M. Laing Management For For
1.8 Elect Director Nicholas P. Shepherd Management For For
1.9 Elect Director Thomas J. Sullivan Management For For
2 Ratify Ernst & Young LLP as Auditors Management For For
3 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
 
SUN COMMUNITIES, INC.
MEETING DATE:  MAY 16, 2023
TICKER:  SUI       SECURITY ID:  866674104
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Gary A. Shiffman Management For For
1b Elect Director Tonya Allen Management For For
1c Elect Director Meghan G. Baivier Management For For
1d Elect Director Stephanie W. Bergeron Management For For
1e Elect Director Jeff T. Blau Management For For
1f Elect Director Brian M. Hermelin Management For For
1g Elect Director Ronald A. Klein Management For For
1h Elect Director Clunet R. Lewis Management For For
1i Elect Director Arthur A. Weiss Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Advisory Vote on Say on Pay Frequency Management One Year One Year
4 Ratify Grant Thornton LLP as Auditors Management For For
5 Increase Authorized Common Stock Management For For
 
TANGER FACTORY OUTLET CENTERS, INC.
MEETING DATE:  MAY 19, 2023
TICKER:  SKT       SECURITY ID:  875465106
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Jeffrey B. Citrin Management For For
1.2 Elect Director David B. Henry Management For For
1.3 Elect Director Sandeep L. Mathrani Management For Against
1.4 Elect Director Thomas J. Reddin Management For For
1.5 Elect Director Bridget M. Ryan-Berman Management For For
1.6 Elect Director Susan E. Skerritt Management For For
1.7 Elect Director Steven B. Tanger Management For For
1.8 Elect Director Luis A. Ubinas Management For For
1.9 Elect Director Stephen J. Yalof Management For For
2 Ratify Deloitte & Touche LLP as Auditors Management For For
3 Amend Omnibus Stock Plan Management For For
4 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
5 Advisory Vote on Say on Pay Frequency Management One Year One Year
 
TERRENO REALTY CORPORATION
MEETING DATE:  MAY 02, 2023
TICKER:  TRNO       SECURITY ID:  88146M101
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director W. Blake Baird Management For For
1b Elect Director Michael A. Coke Management For For
1c Elect Director Linda Assante Management For For
1d Elect Director Gary N. Boston Management For For
1e Elect Director LeRoy E. Carlson Management For For
1f Elect Director Irene H. Oh Management For For
1g Elect Director Douglas M. Pasquale Management For For
1h Elect Director Dennis Polk Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Advisory Vote on Say on Pay Frequency Management One Year One Year
4 Ratify Ernst & Young LLP as Auditors Management For For
 
THE UNITE GROUP PLC
MEETING DATE:  MAY 18, 2023
TICKER:  UTG       SECURITY ID:  G9283N101
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1 Accept Financial Statements and Statutory Reports Management For For
2 Approve Remuneration Report Management For For
3 Approve Final Dividend Management For For
4 Re-elect Richard Huntingford as Director Management For For
5 Re-elect Richard Smith as Director Management For For
6 Re-elect Joe Lister as Director Management For For
7 Re-elect Ross Paterson as Director Management For For
8 Re-elect Ilaria del Beato as Director Management For For
9 Re-elect Dame Shirley Pearce as Director Management For For
10 Re-elect Thomas Jackson as Director Management For For
11 Re-elect Sir Steve Smith as Director Management For For
12 Elect Nicola Dulieu as Director Management For For
13 Reappoint Deloitte LLP as Auditors Management For For
14 Authorise the Audit & Risk Committee to Fix Remuneration of Auditors Management For For
15 Authorise Issue of Equity Management For For
16 Authorise Issue of Equity without Pre-emptive Rights Management For For
17 Authorise Issue of Equity without Pre-emptive Rights in Connection with an Acquisition or Other Capital Investment Management For For
18 Authorise the Company to Call General Meeting with Two Weeks' Notice Management For For
 
UDR, INC.
MEETING DATE:  JUN 01, 2023
TICKER:  UDR       SECURITY ID:  902653104
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Katherine A. Cattanach Management For For
1b Elect Director Jon A. Grove Management For For
1c Elect Director Mary Ann King Management For For
1d Elect Director James D. Klingbeil Management For For
1e Elect Director Clint D. McDonnough Management For For
1f Elect Director Robert A. McNamara Management For For
1g Elect Director Diane M. Morefield Management For For
1h Elect Director Kevin C. Nickelberry Management For For
1i Elect Director Mark R. Patterson Management For For
1j Elect Director Thomas W. Toomey Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Ratify Ernst & Young LLP as Auditors Management For For
4 Advisory Vote on Say on Pay Frequency Management One Year One Year
 
UNIBAIL-RODAMCO-WESTFIELD SE
MEETING DATE:  MAY 11, 2023
TICKER:  URW       SECURITY ID:  F95094581
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1 Approve Financial Statements and Statutory Reports Management For For
2 Approve Consolidated Financial Statements and Statutory Reports Management For For
3 Approve Allocation of Income and Absence of Dividends Management For For
4 Approve Auditors' Special Report on Related-Party Transactions Management For For
5 Approve Compensation of Jean-Marie Tritant, Chairman of the Management Board Management For For
6 Approve Compensation of Olivier Bossard, Management Board Member Management For For
7 Approve Compensation of Sylvain Montcouquiol, Management Board Member Management For For
8 Approve Compensation of Fabrice Mouchel, Management Board Member Management For For
9 Approve Compensation of Caroline Puechoultres, Management Board Member Management For For
10 Approve Compensation of Leon Bressler, Chairman of the Supervisory Board Management For For
11 Approve Compensation Report of Corporate Officers Management For For
12 Approve Remuneration Policy of Chairman of the Management Board Management For For
13 Approve Remuneration Policy of Management Board Members Management For For
14 Approve Remuneration Policy for Supervisory Board Members Management For For
15 Approve Remuneration of Supervisory Board Members in the Aggregate Amount of EUR 1.6 Million Management For For
16 Reelect Susana Gallardo as Supervisory Board Member Management For For
17 Reelect Roderick Munsters as Supervisory Board Member Management For For
18 Reelect Xavier Niel as Supervisory Board Member Management For For
19 Elect Jacques Richier as Supervisory Board Member Management For For
20 Elect Sara Lucas as Supervisory Board Member Management For For
21 Renew Appointment of Deloitte & Associes as Auditor Management For For
22 Appoint KPMG S.A as Auditor Management For For
23 Authorize Repurchase of Up to 10 Percent of Issued Share Capital Management For For
24 Authorize Decrease in Share Capital via Cancellation of Repurchased Shares Management For For
25 Authorize Issuance of Equity or Equity-Linked Securities with Preemptive Rights up to Aggregate Nominal Amount of EUR 100 Million Management For For
26 Authorize Issuance of Equity or Equity-Linked Securities without Preemptive Rights up to Aggregate Nominal Amount of EUR 68 Million Management For For
27 Authorize Board to Increase Capital in the Event of Additional Demand Related to Delegation Submitted to Shareholder Vote Management For For
28 Authorize Capital Increase of up to 10 Percent of Issued Capital for Contributions in Kind Management For For
29 Authorize Capital Issuances for Use in Employee Stock Purchase Plans Management For Against
30 Authorize Filing of Required Documents/Other Formalities Management For For
 
UOL GROUP LIMITED
MEETING DATE:  APR 28, 2023
TICKER:  U14       SECURITY ID:  Y9299W103
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1 Adopt Financial Statements and Directors' and Auditors' Reports Management For For
2 Approve First and Final and Special Dividend Management For For
3 Approve Directors' Fees Management For For
4 Elect Poon Hon Thang Samuel as Director Management For For
5 Elect Wee Ee-chao as Director Management For For
6 Elect Sim Hwee Cher as Director Management For For
7 Elect Yip Wai Ping Annabelle as Director Management For For
8 Approve PricewaterhouseCoopers LLP as Auditors and Authorize Board to Fix Their Remuneration Management For For
9 Approve Grant of Options and Issuance of Shares Under the UOL 2022 Share Option Scheme Management For For
10 Approve Issuance of Equity or Equity-Linked Securities with or without Preemptive Rights Management For For
11 Authorize Share Repurchase Program Management For For
 
URBAN EDGE PROPERTIES
MEETING DATE:  MAY 03, 2023
TICKER:  UE       SECURITY ID:  91704F104
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Jeffrey S. Olson Management For For
1b Elect Director Mary L. Baglivo Management For For
1c Elect Director Steven H. Grapstein Management For For
1d Elect Director Steven J. Guttman Management For For
1e Elect Director Norman K. Jenkins Management For For
1f Elect Director Kevin P. O'Shea Management For For
1g Elect Director Catherine D. Rice Management For For
1h Elect Director Katherine M. Sandstrom Management For For
1i Elect Director Douglas W. Sesler Management For For
2 Ratify Deloitte & Touche LLP as Auditors Management For For
3 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
 
VENTAS INC.
MEETING DATE:  MAY 16, 2023
TICKER:  VTR       SECURITY ID:  92276F100
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Melody C. Barnes Management For For
1b Elect Director Debra A. Cafaro Management For For
1c Elect Director Michael J. Embler Management For For
1d Elect Director Matthew J. Lustig Management For For
1e Elect Director Roxanne M. Martino Management For For
1f Elect Director Marguerite M. Nader Management For For
1g Elect Director Sean P. Nolan Management For For
1h Elect Director Walter C. Rakowich Management For For
1i Elect Director Sumit Roy Management For For
1j Elect Director James D. Shelton Management For For
1k Elect Director Maurice S. Smith Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Advisory Vote on Say on Pay Frequency Management One Year One Year
4 Ratify KPMG LLP as Auditors Management For For
 
VONOVIA SE
MEETING DATE:  MAY 17, 2023
TICKER:  VNA       SECURITY ID:  D9581T100
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1 Receive Financial Statements and Statutory Reports for Fiscal Year 2022 (Non-Voting) Management None None
2 Approve Allocation of Income and Dividends of EUR 0.85 per Share Management For For
3 Approve Discharge of Management Board for Fiscal Year 2022 Management For For
4 Approve Discharge of Supervisory Board for Fiscal Year 2022 Management For For
5 Ratify PricewaterhouseCoopers GmbH as Auditors for Fiscal Year 2023 and for the Review of Interim Financial Statements for Fiscal Year 2023 and for the First Quarter of Fiscal Year 2024 Management For For
6 Approve Remuneration Report Management For For
7 Approve Decrease in Size of Supervisory Board to Ten Members Management For For
8 Amend Articles Re: Supervisory Board Term of Office Management For For
9.1 Elect Clara-Christina Streit to the Supervisory Board Management For For
9.2 Elect Vitus Eckert to the Supervisory Board Management For For
9.3 Elect Florian Funck to the Supervisory Board Management For For
9.4 Elect Ariane Reinhart to the Supervisory Board Management For For
9.5 Elect Daniela Markotten to the Supervisory Board Management For For
9.6 Elect Ute Geipel-Faber to the Supervisory Board Management For For
9.7 Elect Hildegard Mueller to the Supervisory Board Management For For
9.8 Elect Christian Ulbrich to the Supervisory Board Management For Against
10 Approve Virtual-Only Shareholder Meetings Until 2025 Management For For
11 Amend Articles Re: Participation of Supervisory Board Members in the Virtual Annual General Meeting by Means of Audio and Video Transmission Management For For
 
WELLTOWER INC.
MEETING DATE:  MAY 23, 2023
TICKER:  WELL       SECURITY ID:  95040Q104
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Kenneth J. Bacon Management For For
1b Elect Director Karen B. DeSalvo Management For For
1c Elect Director Philip L. Hawkins Management For For
1d Elect Director Dennis G. Lopez Management For For
1e Elect Director Shankh Mitra Management For For
1f Elect Director Ade J. Patton Management For For
1g Elect Director Diana W. Reid Management For For
1h Elect Director Sergio D. Rivera Management For For
1i Elect Director Johnese M. Spisso Management For For
1j Elect Director Kathryn M. Sullivan Management For For
2 Ratify Ernst & Young LLP as Auditors Management For For
3 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
4 Advisory Vote on Say on Pay Frequency Management One Year One Year

VOTE SUMMARY REPORT
FIDELITY ADVISOR HEALTH CARE FUND
07/01/2022 - 06/30/2023

Note:  The Security ID will be the CUSIP (Committee on Uniform Securities Identification Procedures) when available. When CUSIP is not available, an alternate identifier, e.g., CINS, will be provided.

 
10X GENOMICS, INC.
MEETING DATE:  JUN 14, 2023
TICKER:  TXG       SECURITY ID:  88025U109
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Benjamin J. Hindson Management For For
1.2 Elect Director Serge Saxonov Management For For
1.3 Elect Director John R. Stuelpnagel Management For For
2 Ratify Ernst & Young LLP as Auditors Management For For
3 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
 
ACADIA HEALTHCARE COMPANY, INC.
MEETING DATE:  MAY 18, 2023
TICKER:  ACHC       SECURITY ID:  00404A109
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Michael J. Fucci Management For For
1b Elect Director Wade D. Miquelon Management For For
2 Amend Omnibus Stock Plan Management For For
3 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
4 Ratify Ernst & Young LLP as Auditors Management For For
 
AGILENT TECHNOLOGIES, INC.
MEETING DATE:  MAR 15, 2023
TICKER:  A       SECURITY ID:  00846U101
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Heidi K. Kunz Management For For
1.2 Elect Director Susan H. Rataj Management For For
1.3 Elect Director George A. Scangos Management For For
1.4 Elect Director Dow R. Wilson Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Ratify PricewaterhouseCoopers LLP as Auditors Management For For
4 Provide Right to Call Special Meeting Management For For
5 Advisory Vote on Say on Pay Frequency Management One Year One Year
 
AGILON HEALTH, INC.
MEETING DATE:  MAY 24, 2023
TICKER:  AGL       SECURITY ID:  00857U107
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Ron Williams Management For For
1b Elect Director Derek L. Strum Management For For
1c Elect Director Diana L. McKenzie Management For For
1d Elect Director Karen McLoughlin Management For For
2 Ratify Ernst & Young LLP as Auditors Management For For
3 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
 
AKERO THERAPEUTICS, INC.
MEETING DATE:  JUN 23, 2023
TICKER:  AKRO       SECURITY ID:  00973Y108
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Andrew Cheng Management For For
1.2 Elect Director Jane Henderson Management For For
1.3 Elect Director Mark T. Iwicki Management For Withhold
2 Ratify Deloitte & Touche LLP as Auditors Management For For
3 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
 
ALIGNMENT HEALTHCARE, INC.
MEETING DATE:  JUN 06, 2023
TICKER:  ALHC       SECURITY ID:  01625V104
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Jody Bilney Management For For
1.2 Elect Director David Hodgson Management For For
1.3 Elect Director Jacqueline Kosecoff Management For For
1.4 Elect Director Jeffrey Margolis Management For For
2 Ratify Deloitte & Touche LLP as Auditors Management For For
3 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
 
ALNYLAM PHARMACEUTICALS, INC.
MEETING DATE:  MAY 18, 2023
TICKER:  ALNY       SECURITY ID:  02043Q107
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Michael W. Bonney Management For For
1b Elect Director Yvonne L. Greenstreet Management For For
1c Elect Director Phillip A. Sharp Management For For
1d Elect Director Elliott Sigal Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Advisory Vote on Say on Pay Frequency Management One Year One Year
4 Ratify PricewaterhouseCoopers LLP as Auditors Management For For
 
AMBRX BIOPHARMA, INC.
MEETING DATE:  JUN 07, 2023
TICKER:  AMAM       SECURITY ID:  02290A102
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1 Elect Director Xiaowei Chang Management For Against
2 Approve Increase in Authorized Share Capital Management For Against
3 Ratify Deloitte & Touche LLP as Auditors Management For For
4 Adjourn Meeting Management For Against
 
ARCELLX, INC.
MEETING DATE:  JUN 13, 2023
TICKER:  ACLX       SECURITY ID:  03940C100
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Ali Behbahani Management For Withhold
1.2 Elect Director Derek Yoon Management For For
2 Amend Certificate of Incorporation to Reflect New Delaware Law Provisions Regarding Officer Exculpation Management For For
3 Ratify Ernst & Young LLP as Auditors Management For For
 
ARCUTIS BIOTHERAPEUTICS, INC.
MEETING DATE:  MAY 31, 2023
TICKER:  ARQT       SECURITY ID:  03969K108
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Patrick J. Heron Management For For
1b Elect Director Neha Krishnamohan Management For For
1c Elect Director Todd Franklin Watanabe Management For For
2 Ratify Ernst & Young LLP as Auditors Management For For
3 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
 
ARGENX SE
MEETING DATE:  SEP 08, 2022
TICKER:  ARGX       SECURITY ID:  04016X101
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1 Open Meeting Management None None
2 Elect Camilla Sylvest as Non-Executive Director Management For For
3 Other Business (Non-Voting) Management None None
4 Close Meeting Management None None
 
ARGENX SE
MEETING DATE:  DEC 12, 2022
TICKER:  ARGX       SECURITY ID:  04016X101
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1 Open Meeting Management None None
2 Elect Ana Cespedes as Non-Executive Director Management For For
3 Other Business (Non-Voting) Management None None
4 Close Meeting Management None None
 
ARGENX SE
MEETING DATE:  MAY 02, 2023
TICKER:  ARGX       SECURITY ID:  04016X101
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1 Open Meeting Management None None
2 Receive Report of Management Board (Non-Voting) Management None None
3 Approve Remuneration Report Management For Against
4.a Discuss Annual Report for FY 2022 Management None None
4.b Adopt Financial Statements and Statutory Reports Management For For
4.c Discussion on Company's Corporate Governance Structure Management None None
4.d Approve Allocation of Losses to the Retained Earnings of the Company Management For For
4.e Approve Discharge of Directors Management For For
5 Reelect Don deBethizy as Non-Executive Director Management For Against
6 Grant Board Authority to Issue Shares Up To 10 Percent of Issued Capital and Exclude Pre-emptive Rights Management For For
7 Ratify Deloitte Accountants B.V. as Auditors Management For For
8 Other Business (Non-Voting) Management None None
9 Close Meeting Management None None
 
ARVINAS, INC.
MEETING DATE:  JUN 15, 2023
TICKER:  ARVN       SECURITY ID:  04335A105
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Sunil Agarwal Management For For
1.2 Elect Director Leslie V. Norwalk Management For Withhold
1.3 Elect Director John Young Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For Against
3 Ratify Deloitte & Touche LLP as Auditors Management For For
 
ASCENDIS PHARMA A/S
MEETING DATE:  SEP 09, 2022
TICKER:  ASND       SECURITY ID:  04351P101
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1 Elect Chairman of Meeting Management For For
2a Elect William Carl Fairey Jr. as New Director Management For For
2b Elect Siham Imani as New Director Management For For
3 Authorize Editorial Changes to Adopted Resolutions in Connection with Registration with Danish Authorities Management For For
 
ASCENDIS PHARMA A/S
MEETING DATE:  MAY 30, 2023
TICKER:  ASND       SECURITY ID:  04351P101
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1 Elect Chairman of Meeting Management For For
2 Approve Company Activity Report Management For For
3 Accept Financial Statements and Statutory Reports; Approve Discharge of Management and Board Management For For
4 Approve Treatment of Net Loss Management For For
5.1 Reelect Jan Moller Mikkelsen as Director For Two Years Term Management For For
5.2 Reelect Lisa Morrison as Director For Two Years Term Management For For
5.3 Reelect Bill Fairey as Director For Two Years Term Management For For
5.4 Reelect Siham Imani as Director For Two Years Term Management For For
6 Ratify Deloitte as Auditors Management For For
7 Authorize Share Repurchase Program Management For For
 
ASTRAZENECA PLC
MEETING DATE:  APR 27, 2023
TICKER:  AZN       SECURITY ID:  G0593M107
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1 Accept Financial Statements and Statutory Reports Management For For
2 Approve Dividends Management For For
3 Reappoint PricewaterhouseCoopers LLP as Auditors Management For For
4 Authorise Board to Fix Remuneration of Auditors Management For For
5a Re-elect Michel Demare as Director Management For For
5b Re-elect Pascal Soriot as Director Management For For
5c Re-elect Aradhana Sarin as Director Management For For
5d Re-elect Philip Broadley as Director Management For For
5e Re-elect Euan Ashley as Director Management For For
5f Re-elect Deborah DiSanzo as Director Management For For
5g Re-elect Diana Layfield as Director Management For For
5h Re-elect Sheri McCoy as Director Management For For
5i Re-elect Tony Mok as Director Management For For
5j Re-elect Nazneen Rahman as Director Management For For
5k Re-elect Andreas Rummelt as Director Management For For
5l Re-elect Marcus Wallenberg as Director Management For For
6 Approve Remuneration Report Management For For
7 Authorise UK Political Donations and Expenditure Management For For
8 Authorise Issue of Equity Management For For
9 Authorise Issue of Equity without Pre-emptive Rights Management For For
10 Authorise Issue of Equity without Pre-emptive Rights in Connection with an Acquisition or Other Capital Investment Management For For
11 Authorise Market Purchase of Ordinary Shares Management For For
12 Authorise the Company to Call General Meeting with Two Weeks' Notice Management For For
13 Adopt New Articles of Association Management For For
 
AVID BIOSERVICES, INC.
MEETING DATE:  OCT 18, 2022
TICKER:  CDMO       SECURITY ID:  05368M106
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Esther M. Alegria Management For For
1.2 Elect Director Joseph Carleone Management For For
1.3 Elect Director Nicholas S. Green Management For For
1.4 Elect Director Richard B. Hancock Management For For
1.5 Elect Director Catherine J. Mackey Management For For
1.6 Elect Director Gregory P. Sargen Management For For
1.7 Elect Director Jeanne A. Thoma Management For For
2 Ratify Ernst & Young LLP as Auditors Management For For
3 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
4 Amend Restated Certificate of Incorporation to Limit the Liability of Certain Officers Management For For
 
AVIDITY BIOSCIENCES, INC.
MEETING DATE:  JUN 15, 2023
TICKER:  RNA       SECURITY ID:  05370A108
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Noreen Henig Management For For
1.2 Elect Director Edward M. Kaye Management For For
1.3 Elect Director Jean Kim Management For For
2 Ratify BDO USA, LLP as Auditors Management For For
3 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
 
BEAM THERAPEUTICS INC.
MEETING DATE:  JUN 06, 2023
TICKER:  BEAM       SECURITY ID:  07373V105
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director John Evans Management For For
1b Elect Director John Maraganore Management For For
2 Ratify Deloitte & Touche LLP as Auditors Management For For
3 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
 
BLUEPRINT MEDICINES CORPORATION
MEETING DATE:  JUN 21, 2023
TICKER:  BPMC       SECURITY ID:  09627Y109
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Alexis Borisy Management For Withhold
1.2 Elect Director Lonnel Coats Management For For
1.3 Elect Director Kathryn Haviland Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Ratify Ernst & Young LLP as Auditors Management For For
 
BOSTON SCIENTIFIC CORPORATION
MEETING DATE:  MAY 04, 2023
TICKER:  BSX       SECURITY ID:  101137107
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Nelda J. Connors Management For For
1b Elect Director Charles J. Dockendorff Management For For
1c Elect Director Yoshiaki Fujimori Management For For
1d Elect Director Edward J. Ludwig Management For For
1e Elect Director Michael F. Mahoney Management For For
1f Elect Director David J. Roux Management For For
1g Elect Director John E. Sununu Management For For
1h Elect Director David S. Wichmann Management For For
1i Elect Director Ellen M. Zane Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Advisory Vote on Say on Pay Frequency Management One Year One Year
4 Ratify Ernst & Young LLP as Auditors Management For For
 
BRUKER CORPORATION
MEETING DATE:  JUN 07, 2023
TICKER:  BRKR       SECURITY ID:  116794108
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Cynthia M. Friend Management For For
1.2 Elect Director Philip Ma Management For For
1.3 Elect Director Hermann F. Requardt Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Advisory Vote on Say on Pay Frequency Management One Year One Year
4 Ratify PricewaterhouseCoopers LLP as Auditors Management For For
 
CELLDEX THERAPEUTICS, INC.
MEETING DATE:  JUN 15, 2023
TICKER:  CLDX       SECURITY ID:  15117B202
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Karen L. Shoos Management For For
1b Elect Director Anthony S. Marucci Management For For
1c Elect Director Keith L. Brownlie Management For For
1d Elect Director Cheryl L. Cohen Management For For
1e Elect Director Herbert J. Conrad Management For For
1f Elect Director Rita I. Jain Management For For
1g Elect Director James J. Marino Management For For
1h Elect Director Garry A. Neil Management For For
1i Elect Director Harry H. Penner, Jr. Management For For
2 Ratify PricewaterhouseCoopers LLP as Auditors Management For For
3 Amend Omnibus Stock Plan Management For Against
4 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
5 Advisory Vote on Say on Pay Frequency Management One Year One Year
 
CENTENE CORPORATION
MEETING DATE:  SEP 27, 2022
TICKER:  CNC       SECURITY ID:  15135B101
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1 Declassify the Board of Directors Management For For
2 Provide Right to Call Special Meeting Management For For
3 Provide Right to Act by Written Consent Management For For
4 Adjourn Meeting Management For For
 
CENTENE CORPORATION
MEETING DATE:  MAY 10, 2023
TICKER:  CNC       SECURITY ID:  15135B101
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Jessica L. Blume Management For For
1b Elect Director Kenneth A. Burdick Management For For
1c Elect Director Christopher J. Coughlin Management For For
1d Elect Director H. James Dallas Management For For
1e Elect Director Wayne S. DeVeydt Management For For
1f Elect Director Frederick H. Eppinger Management For For
1g Elect Director Monte E. Ford Management For For
1h Elect Director Sarah M. London Management For For
1i Elect Director Lori J. Robinson Management For For
1j Elect Director Theodore R. Samuels Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Advisory Vote on Say on Pay Frequency Management One Year One Year
4 Ratify KPMG LLP as Auditors Management For For
5 Submit Severance Agreement (Change-in-Control) to Shareholder Vote Shareholder Against Against
6 Report on Maternal Morbidity Reduction Metrics in Executive Compensation Shareholder Against Against
 
CEREVEL THERAPEUTICS HOLDINGS, INC.
MEETING DATE:  JUN 07, 2023
TICKER:  CERE       SECURITY ID:  15678U128
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Marijn Dekkers Management For For
1.2 Elect Director Deval Patrick Management For For
1.3 Elect Director Norbert G. Riedel Management For For
1.4 Elect Director Gabrielle Sulzberger Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Ratify Ernst & Young LLP as Auditors Management For For
 
CVS HEALTH CORPORATION
MEETING DATE:  MAY 18, 2023
TICKER:  CVS       SECURITY ID:  126650100
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Fernando Aguirre Management For For
1b Elect Director Jeffrey R. Balser Management For For
1c Elect Director C. David Brown, II Management For For
1d Elect Director Alecia A. DeCoudreaux Management For For
1e Elect Director Nancy-Ann M. DeParle Management For For
1f Elect Director Roger N. Farah Management For For
1g Elect Director Anne M. Finucane Management For For
1h Elect Director Edward J. Ludwig Management For For
1i Elect Director Karen S. Lynch Management For For
1j Elect Director Jean-Pierre Millon Management For For
1k Elect Director Mary L. Schapiro Management For For
2 Ratify Ernst & Young LLP as Auditors Management For For
3 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
4 Advisory Vote on Say on Pay Frequency Management One Year One Year
5 Adopt a Paid Sick Leave Policy Shareholder Against Against
6 Reduce Ownership Threshold for Shareholders to Call Special Meeting Shareholder Against Against
7 Amend Bylaws to Require Shareholder Approval of Certain Provisions Related to Director Nominations by Shareholders Shareholder Against Against
8 Commission Third Party Assessment on Company's Commitment to Freedom of Association and Collective Bargaining Rights Shareholder Against For
9 Adopt Policy Prohibiting Directors from Simultaneously Sitting on the Board of Directors of Any Other Company Shareholder Against Against
 
CYTOKINETICS, INCORPORATED
MEETING DATE:  MAY 10, 2023
TICKER:  CYTK       SECURITY ID:  23282W605
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Edward M. Kaye Management For For
1b Elect Director Wendell Wierenga Management For For
1c Elect Director Nancy J. Wysenski Management For For
2 Amend Certificate of Incorporation to Permit the Exculpation of the Company's Directors Management For For
3 Amend Certificate of Incorporation to Permit the Exculpation of the Company's Senior Officers Management For For
4 Ratify Ernst & Young LLP as Auditors Management For For
5 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
6 Advisory Vote on Say on Pay Frequency Management One Year One Year
 
DANAHER CORPORATION
MEETING DATE:  MAY 09, 2023
TICKER:  DHR       SECURITY ID:  235851102
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Rainer M. Blair Management For For
1b Elect Director Feroz Dewan Management For For
1c Elect Director Linda Filler Management For For
1d Elect Director Teri List Management For For
1e Elect Director Walter G. Lohr, Jr. Management For For
1f Elect Director Jessica L. Mega Management For For
1g Elect Director Mitchell P. Rales Management For For
1h Elect Director Steven M. Rales Management For For
1i Elect Director Pardis C. Sabeti Management For For
1j Elect Director A. Shane Sanders Management For For
1k Elect Director John T. Schwieters Management For For
1l Elect Director Alan G. Spoon Management For For
1m Elect Director Raymond C. Stevens Management For For
1n Elect Director Elias A. Zerhouni Management For For
2 Ratify Ernst & Young LLP as Auditors Management For For
3 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
4 Advisory Vote on Say on Pay Frequency Management One Year One Year
5 Require Independent Board Chair Shareholder Against Against
6 Report on Effectiveness of Diversity, Equity, and Inclusion Efforts Shareholder Against Against
 
DOXIMITY, INC.
MEETING DATE:  JUL 27, 2022
TICKER:  DOCS       SECURITY ID:  26622P107
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Jeffrey Tangney Management For For
1.2 Elect Director Kira Wampler Management For For
2 Ratify Deloitte & Touche LLP as Auditors Management For For
 
ELI LILLY AND COMPANY
MEETING DATE:  MAY 01, 2023
TICKER:  LLY       SECURITY ID:  532457108
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director William G. Kaelin, Jr. Management For For
1b Elect Director David A. Ricks Management For For
1c Elect Director Marschall S. Runge Management For For
1d Elect Director Karen Walker Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Advisory Vote on Say on Pay Frequency Management One Year One Year
4 Ratify Ernst & Young LLP as Auditors Management For For
5 Declassify the Board of Directors Management For For
6 Eliminate Supermajority Vote Requirement Management For For
7 Report on Lobbying Payments and Policy Shareholder Against Against
8 Adopt Simple Majority Vote Shareholder Against For
9 Report on Impact of Extended Patent Exclusivities on Product Access Shareholder Against Against
10 Report on Risks of Supporting Abortion Shareholder Against Against
11 Publish Third-Party Review of Alignment of Company's Lobbying Activities with its Public Statements Shareholder Against Against
12 Report on Effectiveness of Diversity, Equity and Inclusion Efforts and Metrics Shareholder Against For
13 Adopt Policy to Require Third-Party Organizations to Annually Report Expenditures for Political Activities Shareholder Against Against
 
ENLIVEN THERAPEUTICS, INC.
MEETING DATE:  JUN 23, 2023
TICKER:  ELVN       SECURITY ID:  29337E102
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Richard Heyman Management For For
1.2 Elect Director Samuel Kintz Management For For
2 Ratify Deloitte & Touche LLP as Auditors Management For For
 
EVOLENT HEALTH, INC.
MEETING DATE:  JUN 08, 2023
TICKER:  EVH       SECURITY ID:  30050B101
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Craig Barbarosh Management For For
1b Elect Director Seth Blackley Management For For
1c Elect Director M. Bridget Duffy Management For For
1d Elect Director Peter Grua Management For For
1e Elect Director Diane Holder Management For For
1f Elect Director Richard Jelinek Management For For
1g Elect Director Kim Keck Management For For
1h Elect Director Cheryl Scott Management For For
1i Elect Director Tunde Sotunde Management For For
2 Ratify Deloitte & Touche LLP as Auditors Management For For
3 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
4 Amend Omnibus Stock Plan Management For For
 
EVOLENT HEALTH, INC.
MEETING DATE:  JUN 08, 2023
TICKER:  EVH       SECURITY ID:  JSB243000
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Craig Barbarosh Management For For
1b Elect Director Seth Blackley Management For For
1c Elect Director M. Bridget Duffy Management For For
1d Elect Director Peter Grua Management For For
1e Elect Director Diane Holder Management For For
1f Elect Director Richard Jelinek Management For For
1g Elect Director Kim Keck Management For For
1h Elect Director Cheryl Scott Management For For
1i Elect Director Tunde Sotunde Management For For
2 Ratify Deloitte & Touche LLP as Auditors Management For For
3 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
4 Amend Omnibus Stock Plan Management For For
 
EXACT SCIENCES CORPORATION
MEETING DATE:  JUN 08, 2023
TICKER:  EXAS       SECURITY ID:  30063P105
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director D. Scott Coward Management For For
1b Elect Director James Doyle Management For For
1c Elect Director Freda Lewis-Hall Management For For
1d Elect Director Kathleen Sebelius Management For For
2 Ratify PricewaterhouseCoopers LLP as Auditors Management For For
3 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
4 Advisory Vote on Say on Pay Frequency Management One Year One Year
5 Declassify the Board of Directors Management For For
6 Amend Omnibus Stock Plan Management For For
 
GENERATION BIO CO.
MEETING DATE:  JUN 08, 2023
TICKER:  GBIO       SECURITY ID:  37148K100
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Dannielle Appelhans Management For For
1.2 Elect Director Gustav Christensen Management For For
1.3 Elect Director Charles Rowland Management For For
1.4 Elect Director Catherine Stehman-Breen Management For For
2 Ratify Ernst & Young LLP as Auditors Management For For
3 Amend Certificate of Incorporation to Reflect New Delaware Law Provisions Regarding Officer Exculpation Management For For
4 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
 
HCA HEALTHCARE, INC.
MEETING DATE:  APR 19, 2023
TICKER:  HCA       SECURITY ID:  40412C101
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Thomas F. Frist, III Management For For
1b Elect Director Samuel N. Hazen Management For For
1c Elect Director Meg G. Crofton Management For For
1d Elect Director Robert J. Dennis Management For For
1e Elect Director Nancy-Ann DeParle Management For For
1f Elect Director William R. Frist Management For For
1g Elect Director Hugh F. Johnston Management For For
1h Elect Director Michael W. Michelson Management For For
1i Elect Director Wayne J. Riley Management For For
1j Elect Director Andrea B. Smith Management For For
2 Ratify Ernst & Young LLP as Auditors Management For For
3 Approve Nonqualified Employee Stock Purchase Plan Management For For
4 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
5 Report on Political Contributions and Expenditures Shareholder Against Against
6 Amend Charter of Patient Safety and Quality of Care Committee Shareholder Against Against
 
HUMANA INC.
MEETING DATE:  APR 20, 2023
TICKER:  HUM       SECURITY ID:  444859102
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Raquel C. Bono Management For For
1b Elect Director Bruce D. Broussard Management For For
1c Elect Director Frank A. D'Amelio Management For For
1d Elect Director David T. Feinberg Management For For
1e Elect Director Wayne A. I. Frederick Management For For
1f Elect Director John W. Garratt Management For For
1g Elect Director Kurt J. Hilzinger Management For For
1h Elect Director Karen W. Katz Management For For
1i Elect Director Marcy S. Klevorn Management For For
1j Elect Director William J. McDonald Management For For
1k Elect Director Jorge S. Mesquita Management For For
1l Elect Director Brad D. Smith Management For For
2 Ratify PricewaterhouseCoopers LLP as Auditors Management For For
3 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
4 Advisory Vote on Say on Pay Frequency Management One Year One Year
 
INSPIRE MEDICAL SYSTEMS, INC.
MEETING DATE:  APR 27, 2023
TICKER:  INSP       SECURITY ID:  457730109
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Cynthia B. Burks Management For For
1.2 Elect Director Gary L. Ellis Management For For
1.3 Elect Director Georgia Garinois-Melenikiotou Management For For
1.4 Elect Director Dana G. Mead, Jr. Management For For
2 Ratify Ernst & Young LLP as Auditors Management For For
3 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
 
INSULET CORPORATION
MEETING DATE:  MAY 23, 2023
TICKER:  PODD       SECURITY ID:  45784P101
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Luciana Borio Management For For
1.2 Elect Director Michael R. Minogue Management For For
1.3 Elect Director Corinne H. Nevinny Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Advisory Vote on Say on Pay Frequency Management One Year One Year
4 Ratify Grant Thornton LLP as Auditors Management For For
 
INTUITIVE SURGICAL, INC.
MEETING DATE:  APR 27, 2023
TICKER:  ISRG       SECURITY ID:  46120E602
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Craig H. Barratt Management For For
1b Elect Director Joseph C. Beery Management For For
1c Elect Director Gary S. Guthart Management For For
1d Elect Director Amal M. Johnson Management For For
1e Elect Director Don R. Kania Management For For
1f Elect Director Amy L. Ladd Management For For
1g Elect Director Keith R. Leonard, Jr. Management For For
1h Elect Director Alan J. Levy Management For For
1i Elect Director Jami Dover Nachtsheim Management For For
1j Elect Director Monica P. Reed Management For For
1k Elect Director Mark J. Rubash Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Advisory Vote on Say on Pay Frequency Management One Year One Year
4 Ratify PricewaterhouseCoopers LLP as Auditors Management For For
5 Report on Gender/Racial Pay Gap Shareholder Against Against
 
IQVIA HOLDINGS INC.
MEETING DATE:  APR 18, 2023
TICKER:  IQV       SECURITY ID:  46266C105
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Carol J. Burt Management For For
1b Elect Director Colleen A. Goggins Management For For
1c Elect Director Sheila A. Stamps Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Provide Right to Call a Special Meeting at a 25 Percent Ownership Threshold Management For For
4 Provide Right to Call a Special Meeting at a 10 Percent Ownership Threshold Shareholder Against Against
5 Require Independent Board Chair Shareholder Against Against
6 Ratify PricewaterhouseCoopers LLP as Auditors Management For For
 
IRHYTHM TECHNOLOGIES, INC.
MEETING DATE:  MAY 24, 2023
TICKER:  IRTC       SECURITY ID:  450056106
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Cathleen Noel Bairey Merz Management For For
1.2 Elect Director Quentin S. Blackford Management For For
1.3 Elect Director Bruce G. Bodaken Management For For
1.4 Elect Director Karen Ling Management For For
1.5 Elect Director Mark J. Rubash Management For For
1.6 Elect Director Ralph Snyderman Management For For
1.7 Elect Director Abhijit Y. Talwalkar Management For For
2 Ratify PricewaterhouseCoopers LLP as Auditors Management For For
3 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
 
JANUX THERAPEUTICS, INC.
MEETING DATE:  JUN 14, 2023
TICKER:  JANX       SECURITY ID:  47103J105
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Sheila Gujrathi Management For Withhold
1.2 Elect Director Alana McNulty Management For For
2 Ratify Ernst & Young LLP as Auditors Management For For
 
KARUNA THERAPEUTICS, INC.
MEETING DATE:  JUN 20, 2023
TICKER:  KRTX       SECURITY ID:  48576A100
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Bill Meury Management For For
1b Elect Director Laurie Olson Management For For
1c Elect Director David Wheadon Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Ratify KPMG LLP as Auditors Management For For
 
KEROS THERAPEUTICS, INC.
MEETING DATE:  JUN 06, 2023
TICKER:  KROS       SECURITY ID:  492327101
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Carl L. Gordon Management For Withhold
1.2 Elect Director Tomer Kariv Management For For
2 Ratify Deloitte & Touche LLP as Auditors Management For For
 
LEGEND BIOTECH CORPORATION
MEETING DATE:  OCT 14, 2022
TICKER:  LEGN       SECURITY ID:  52490G102
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1 Accept Financial Statements and Statutory Reports Management For For
2 Ratify Ernst & Young LLP as Auditors Management For For
3 Elect Director Patrick Casey Management For For
4 Elect Director Philip Yau Management For For
5 Elect Director Fangliang Zhang Management For For
6 Authorize Board to Ratify and Execute Approved Resolutions Management For For
 
LIFESTANCE HEALTH GROUP, INC.
MEETING DATE:  JUN 01, 2023
TICKER:  LFST       SECURITY ID:  53228F101
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Darren Black Management For Withhold
1.2 Elect Director Eric Shuey Management For Withhold
1.3 Elect Director Robert Bessler Management For Withhold
2 Ratify PricewaterhouseCoopers LLP as Auditors Management For For
 
LONZA GROUP AG
MEETING DATE:  MAY 05, 2023
TICKER:  LONN       SECURITY ID:  H50524133
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1 Accept Financial Statements and Statutory Reports Management For For
2 Approve Remuneration Report Management For For
3 Approve Discharge of Board and Senior Management Management For For
4 Approve Allocation of Income and Dividends of CHF 3.50 per Share Management For For
5.1.1 Reelect Albert Baehny as Director Management For For
5.1.2 Reelect Marion Helmes as Director Management For For
5.1.3 Reelect Angelica Kohlmann as Director Management For For
5.1.4 Reelect Christoph Maeder as Director Management For For
5.1.5 Reelect Roger Nitsch as Director Management For For
5.1.6 Reelect Barbara Richmond as Director Management For For
5.1.7 Reelect Juergen Steinemann as Director Management For For
5.1.8 Reelect Olivier Verscheure as Director Management For For
5.2 Reelect Albert Baehny as Board Chair Management For For
5.3.1 Reappoint Angelica Kohlmann as Member of the Nomination and Compensation Committee Management For For
5.3.2 Reappoint Christoph Maeder as Member of the Nomination and Compensation Committee Management For For
5.3.3 Reappoint Juergen Steinemann as Member of the Nomination and Compensation Committee Management For For
6 Ratify KPMG AG as Auditors for Fiscal Year 2023 Management For For
7 Ratify Deloitte AG as Auditors for Fiscal Year 2024 Management For For
8 Designate ThomannFischer as Independent Proxy Management For For
9.1 Amend Corporate Purpose Management For For
9.2 Approve Creation of Capital Band within the Upper Limit of CHF 86.6 Million and the Lower Limit of CHF 67.1 Million with or without Exclusion of Preemptive Rights Management For For
9.3 Amend Articles Re: Voting on the Executive Committee Compensation Management For For
9.4 Amend Articles of Association Management For For
10 Approve Remuneration of Directors in the Amount of CHF 2.9 Million Management For For
11.1 Approve Variable Short-Term Remuneration of Executive Committee in the Amount of CHF 3.5 Million for Fiscal Year 2022 Management For For
11.2 Approve Variable Long-Term Remuneration of Executive Committee in the Amount of CHF 12.1 Million for Fiscal Year 2023 Management For For
11.3 Approve Fixed Remuneration of Executive Committee in the Amount of CHF 3.3 Million for the Period July 1, 2023 - December 31, 2023 Management For For
11.4 Approve Fixed and Variable Long-Term Remuneration of Executive Committee in the Amount of CHF 19.6 Million for the Period January 1, 2024 - December 31, 2024 Management For For
12 Transact Other Business (Voting) Management For Against
 
MASIMO CORPORATION
MEETING DATE:  JUN 26, 2023
TICKER:  MASI       SECURITY ID:  574795100
Proposal No Proposal Proposed By Management Recommendation Vote Cast
Management Universal Proxy (White Proxy Card)
Proposal No Proposal Proposed By Dissident Recommendation Vote Cast
From the Combined List of Management & Dissident Nominees - Elect 2 Directors
1a Elect Management Nominee Director H Michael Cohen Management For Did Not Vote
1b Elect Management Nominee Director Julie A. Shimer Management For Did Not Vote
1c Elect Dissident Nominee Director Michelle Brennan Shareholder Withhold Did Not Vote
1d Elect Dissident Nominee Director Quentin Koffey Shareholder Withhold Did Not Vote
2 Ratify Grant Thornton LLP as Auditors Management For Did Not Vote
3 Advisory Vote to Ratify Named Executive Officers' Compensation Management For Did Not Vote
4 Advisory Vote on Say on Pay Frequency Management One Year Did Not Vote
5 Declassify the Board of Directors Management For Did Not Vote
6 Approve Increase in Size of Board from Five to Seven Management For Did Not Vote
7 Approve Repeal Any Provision of or Amendment to Bylaws of the Company Adopted Without the Approval of Shareholders after April 20, 2023 and Through the Conclusion of the Annual Meeting Shareholder Against Did Not Vote
Proposal No Proposal Proposed By Dissident Recommendation Vote Cast
Dissident Universal Proxy (Blue Proxy Card)
Proposal No Proposal Proposed By Dissident Recommendation Vote Cast
From the Combined List of Management & Dissident Nominees - Elect 2 Directors
Politan Nominees
1a Elect Dissident Nominee Director Michelle Brennan Shareholder For For
1b Elect Dissident Nominee Director Quentin Koffey Shareholder For For
Company Nominees Opposed by Politan
1a Elect Management Nominee Director H Michael Cohen Management Withhold Withhold
1b Elect Management Nominee Director Julie A. Shimer Management Withhold Withhold
2 Ratify Grant Thornton LLP as Auditors Management For For
3 Advisory Vote to Ratify Named Executive Officers' Compensation Management Against Against
4 Advisory Vote on Say on Pay Frequency Management One Year One Year
5 Declassify the Board of Directors Management For For
6 Approve Increase in Size of Board from Five to Seven Management Abstain For
7 Approve Repeal Any Provision of or Amendment to Bylaws of the Company Adopted Without the Approval of Shareholders after April 20, 2023 and Through the Conclusion of the Annual Meeting Shareholder For For
 
MEDLIVE TECHNOLOGY CO., LTD.
MEETING DATE:  JUN 09, 2023
TICKER:  2192       SECURITY ID:  G5961B104
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1 Accept Financial Statements and Statutory Reports Management For For
2 Approve Final Dividend Management For For
3.1 Elect Tian Lixin as Director Management For Against
3.2 Elect Eiji Tsuchiya as Director Management For Against
3.3 Elect Richard Yeh as Director Management For For
3.4 Elect Kazutaka Kanairo as Director Management For Against
3.5 Authorize Board to Fix Remuneration of Directors Management For Against
4 Approve Ernst & Young as Auditors and Authorize Board to Fix Their Remuneration Management For For
5 Authorize Repurchase of Issued Share Capital Management For For
6 Approve Issuance of Equity or Equity-Linked Securities without Preemptive Rights Management For Against
7 Authorize Reissuance of Repurchased Shares Management For Against
8 Approve Amendments to the Amended and Restated Memorandum and Articles of Association and Adopt the New Second Amended and Restated Memorandum and Articles of Association Management For For
 
MERCK & CO., INC.
MEETING DATE:  MAY 23, 2023
TICKER:  MRK       SECURITY ID:  58933Y105
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Douglas M. Baker, Jr. Management For For
1b Elect Director Mary Ellen Coe Management For For
1c Elect Director Pamela J. Craig Management For For
1d Elect Director Robert M. Davis Management For For
1e Elect Director Thomas H. Glocer Management For For
1f Elect Director Risa J. Lavizzo-Mourey Management For For
1g Elect Director Stephen L. Mayo Management For For
1h Elect Director Paul B. Rothman Management For For
1i Elect Director Patricia F. Russo Management For For
1j Elect Director Christine E. Seidman Management For For
1k Elect Director Inge G. Thulin Management For For
1l Elect Director Kathy J. Warden Management For For
1m Elect Director Peter C. Wendell Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Advisory Vote on Say on Pay Frequency Management One Year One Year
4 Ratify PricewaterhouseCoopers LLP as Auditors Management For For
5 Report on Risks Related to Operations in China Shareholder Against Against
6 Report on Access to COVID-19 Products Shareholder Against Against
7 Adopt Policy to Require Third-Party Organizations to Annually Report Expenditures for Political Activities Shareholder Against Against
8 Report on Impact of Extended Patent Exclusivities on Product Access Shareholder Against Against
9 Publish a Congruency Report of Partnerships with Globalist Organizations Shareholder Against Against
10 Require Independent Board Chair Shareholder Against Against
 
MOLINA HEALTHCARE, INC.
MEETING DATE:  MAY 03, 2023
TICKER:  MOH       SECURITY ID:  60855R100
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Barbara L. Brasier Management For For
1b Elect Director Daniel Cooperman Management For For
1c Elect Director Stephen H. Lockhart Management For For
1d Elect Director Steven J. Orlando Management For For
1e Elect Director Ronna E. Romney Management For For
1f Elect Director Richard M. Schapiro Management For For
1g Elect Director Dale B. Wolf Management For For
1h Elect Director Richard C. Zoretic Management For For
1i Elect Director Joseph M. Zubretsky Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Advisory Vote on Say on Pay Frequency Management One Year One Year
4 Ratify Ernst & Young LLP as Auditors Management For For
 
MORPHIC HOLDING, INC.
MEETING DATE:  JUN 01, 2023
TICKER:  MORF       SECURITY ID:  61775R105
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Norbert Bischofberger Management For For
1.2 Elect Director Joseph P. Slattery Management For For
1.3 Elect Director Timothy A. Springer Management For For
2 Ratify Ernst & Young LLP as Auditors Management For For
3 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
4 Amend Certificate of Incorporation to Reflect New Delaware Law Provisions Regarding Officer Exculpation Management For For
 
NEVRO CORP.
MEETING DATE:  MAY 25, 2023
TICKER:  NVRO       SECURITY ID:  64157F103
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director D. Keith Grossman Management For For
1.2 Elect Director Michael DeMane Management For For
1.3 Elect Director Frank Fischer Management For For
1.4 Elect Director Sri Kosaraju Management For Withhold
1.5 Elect Director Shawn T McCormick Management For For
1.6 Elect Director Kevin O'Boyle Management For For
1.7 Elect Director Karen Prange Management For For
1.8 Elect Director Susan Siegel Management For Withhold
1.9 Elect Director Elizabeth Weatherman Management For Withhold
2 Ratify PricewaterhouseCoopers LLP as Auditors Management For For
3 Advisory Vote to Ratify Named Executive Officers' Compensation Management For Against
 
NOVO NORDISK A/S
MEETING DATE:  MAR 23, 2023
TICKER:  NOVO.B       SECURITY ID:  K72807132
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1 Receive Report of Board Management None None
2 Accept Financial Statements and Statutory Reports Management For For
3 Approve Allocation of Income and Dividends of DKK 8.15 Per Share Management For For
4 Approve Remuneration Report (Advisory Vote) Management For For
5.1 Approve Remuneration of Directors in the Aggregate Amount of DKK 20.2 Million Management For For
5.2 Approve Remuneration of Directors in the Amount of DKK 3.1 Million for the Chairman, DKK 1.56 Million for the Vice Chairman, and DKK 784,000 for Other Directors; Approve Remuneration for Committee Work Management For For
5.3 Amendment to Remuneration Policy for Board of Directors and Executive Management Management For For
6.1 Reelect Helge Lund as Board Chairman Management For For
6.2 Reelect Henrik Poulsen as Vice Chairman Management For For
6.3a Reelect Laurence Debroux as Director Management For For
6.3b Reelect Andreas Fibig as Director Management For For
6.3c Reelect Sylvie Gregoire as Director Management For For
6.3d Reelect Kasim Kutay as Director Management For For
6.3e Reelect Christina Law as Director Management For For
6.3f Reelect Martin Mackay as Director Management For For
7 Ratify Deloitte as Auditor Management For For
8.1 Approve DKK 5 Million Reduction in Share Capital via Share Cancellation of B Shares Management For For
8.2 Authorize Share Repurchase Program Management For For
8.3 Approve Creation of DKK 45.1 Million Pool of Capital with Preemptive Rights; Approve Creation of DKK 45.1 Million Pool of Capital without Preemptive Rights; Maximum Increase in Share Capital under Both Authorizations up to DKK 45.1 Million Management For For
8.4 Product Pricing Proposal Shareholder Against Against
9 Other Business Management None None
 
NOVOCURE LIMITED
MEETING DATE:  JUN 07, 2023
TICKER:  NVCR       SECURITY ID:  G6674U108
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Asaf Danziger Management For For
1b Elect Director William Doyle Management For For
1c Elect Director Jeryl Hilleman Management For For
1d Elect Director David Hung Management For For
1e Elect Director Kinyip Gabriel Leung Management For For
1f Elect Director Martin Madden Management For For
1g Elect Director Allyson Ocean Management For For
1h Elect Director Timothy Scannell Management For For
1i Elect Director Kristin Stafford Management For For
1j Elect Director William Vernon Management For For
2 Ratify Kost Forer Gabbay & Kasierer as Auditors Management For For
3 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
 
NUVALENT, INC.
MEETING DATE:  JUN 15, 2023
TICKER:  NUVL       SECURITY ID:  670703107
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Gary Gilliland Management For Withhold
1b Elect Director Michael L. Meyers Management For For
1c Elect Director Joseph Pearlberg Management For For
1d Elect Director Matthew Shair Management For For
2 Ratify KPMG LLP as Auditors Management For For
3 Amend Certificate of Incorporation to Reflect New Delaware Law Provisions Regarding Officer Exculpation Management For For
 
OAK STREET HEALTH, INC.
MEETING DATE:  APR 28, 2023
TICKER:  OSH       SECURITY ID:  67181A107
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1 Approve Merger Agreement Management For For
2 Advisory Vote on Golden Parachutes Management For For
3 Adjourn Meeting Management For For
 
OLINK HOLDING AB
MEETING DATE:  APR 17, 2023
TICKER:  OLK       SECURITY ID:  680710100
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1 Open Meeting Management None None
2 Elect Chairman of Meeting Management For Did Not Vote
3 Prepare and Approve List of Shareholders Management For Did Not Vote
4 Approve Agenda of Meeting Management For Did Not Vote
5 Designate Inspector(s) of Minutes of Meeting Management For Did Not Vote
6 Acknowledge Proper Convening of Meeting Management For Did Not Vote
7 Receive Financial Statements and Statutory Reports Management None None
8 Receive CEO's Report Management None None
9a.1 Accept Financial Statements and Statutory Reports Management For Did Not Vote
9a.2 Accept Consolidated Financial Statements and Statutory Reports Management For Did Not Vote
9b Approve Allocation of Income and Omission of Dividends Management For Did Not Vote
9c.1 Approve Discharge of Jon Heimer as Board Member Management For Did Not Vote
9c.2 Approve Discharge of Gustavo Salem as Board Member Management For Did Not Vote
9c.3 Approve Discharge of Johan Lund as Board Member Management For Did Not Vote
9c.4 Approve Discharge of Nicolas Roelofs as Board Member Management For Did Not Vote
9c.5 Approve Discharge of Tommi Unkuri as Board Member Management For Did Not Vote
9c.6 Approve Discharge of Jon Hindar as Board Member Management For Did Not Vote
9c.7 Approve Discharge of Solange Bullukian as Board Member Management For Did Not Vote
9c.8 Approve Discharge of Johan Pietila Holmner as Board Member Management For Did Not Vote
9c.9 Approve Discharge of Mary Reumuth as Board Member Management For Did Not Vote
9c.10 Approve Discharge of Robert Schueren as Board Member Management For Did Not Vote
9c.11 Approve Discharge of Jon Heimer as CEO Management For Did Not Vote
9c.12 Approve Discharge of Tina Nova as Board Member Management For Did Not Vote
10 Receive Nominating Committee's Report Management None None
11 Determine Number of Members (9) and Deputy Members (1) of Board Management For Did Not Vote
12.1 Approve Remuneration of Directors in the Aggregate Amount of USD 640,000 Management For Did Not Vote
12.2 Approve Remuneration of Auditors Management For Did Not Vote
13.1 Reelect Jon Hindar as Director Management For Did Not Vote
13.2 Reelect Jon Heimer as Director Management For Did Not Vote
13.3 Reelect Solange Bullukian as Director Management For Did Not Vote
13.4 Reelect Johan Lund as Director Management For Did Not Vote
13.5 Reelect Nicolas Roelofs as Director Management For Did Not Vote
13.6 Reelect Tommi Unkuri as Director Management For Did Not Vote
13.7 Reelect Robert Schueren as Director Management For Did Not Vote
13.8 Reelect Mary Reumuth as Director Management For Did Not Vote
13.9 Elect Gregory J. Moore as New Director Management For Did Not Vote
13.10 Reelect Jon Hindar as Board Chair Management For Did Not Vote
13.11 Reelect Johan Pietila Holmner as Deputy Director Management For Did Not Vote
14 Ratify Ernst & Young AB as Auditors Management For Did Not Vote
15 Approve Non-Employee Director Stock Option Plan Management For Did Not Vote
16 Approve Stock Option Plan for Key Employees Management For Did Not Vote
17 Approve Creation of Pool of Capital without Preemptive Rights Management For Did Not Vote
18 Close Meeting Management None None
 
OUTSET MEDICAL, INC.
MEETING DATE:  MAY 31, 2023
TICKER:  OM       SECURITY ID:  690145107
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Jim Hinrichs Management For For
1b Elect Director Andrea L. Saia Management For For
1c Elect Director Catherine Szyman Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Ratify KPMG LLP as Auditors Management For For
 
PENUMBRA, INC.
MEETING DATE:  MAY 31, 2023
TICKER:  PEN       SECURITY ID:  70975L107
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Arani Bose Management For For
1.2 Elect Director Bridget O'Rourke Management For For
1.3 Elect Director Surbhi Sarna Management For For
2 Ratify Deloitte & Touche LLP as Auditors Management For For
3 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
4 Advisory Vote on Say on Pay Frequency Management One Year One Year
 
PHARVARIS NV
MEETING DATE:  JUN 23, 2023
TICKER:  PHVS       SECURITY ID:  N69605108
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1 Adopt Dutch Financial Statements Management For For
2 Ratify PricewaterhouseCoopers Accountants N.V. as Auditors Management For For
3 Approve Discharge of Directors Management For For
4 Authorize Board to Acquire Ordinary Shares and Depository Receipts for Ordinary Shares in the Capital of the Company Management For For
 
PHREESIA, INC.
MEETING DATE:  JUN 28, 2023
TICKER:  PHR       SECURITY ID:  71944F106
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Chaim Indig Management For For
1.2 Elect Director Michael Weintraub Management For For
1.3 Elect Director Edward Cahill Management For For
2 Ratify KPMG LLP as Auditors Management For For
3 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
4 Amend Certificate of Incorporation to Limit the Liability of Certain Officers Management For For
 
POSEIDA THERAPEUTICS, INC.
MEETING DATE:  JUN 15, 2023
TICKER:  PSTX       SECURITY ID:  73730P108
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Rafael G. Amado Management For For
1.2 Elect Director Charles M. Baum Management For For
2 Ratify Ernst & Young LLP as Auditors Management For For
 
PROCEPT BIOROBOTICS CORPORATION
MEETING DATE:  JUN 15, 2023
TICKER:  PRCT       SECURITY ID:  74276L105
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Frederic Moll Management For For
1.2 Elect Director Antal Desai Management For For
1.3 Elect Director Mary Garrett Management For For
2 Ratify PricewaterhouseCoopers LLP as Auditors Management For For
3 Advisory Vote on Say on Pay Frequency Management One Year One Year
 
PTC THERAPEUTICS, INC.
MEETING DATE:  JUN 06, 2023
TICKER:  PTCT       SECURITY ID:  69366J200
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director William F. Bell, Jr. Management For For
1.2 Elect Director Matthew B. Klein Management For For
1.3 Elect Director Stephanie S. Okey Management For For
1.4 Elect Director Jerome B. Zeldis Management For For
2 Ratify Ernst & Young LLP as Auditors Management For For
3 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
 
REGENERON PHARMACEUTICALS, INC.
MEETING DATE:  JUN 09, 2023
TICKER:  REGN       SECURITY ID:  75886F107
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Joseph L. Goldstein Management For For
1b Elect Director Christine A. Poon Management For For
1c Elect Director Craig B. Thompson Management For For
1d Elect Director Huda Y. Zoghbi Management For For
2 Ratify PricewaterhouseCoopers LLP as Auditors Management For For
3 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
4 Advisory Vote on Say on Pay Frequency Management One Year One Year
5 Report on Impact of Extended Patent Exclusivities on Product Access Shareholder Against Against
 
RELAY THERAPEUTICS, INC.
MEETING DATE:  MAY 31, 2023
TICKER:  RLAY       SECURITY ID:  75943R102
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Douglas S. Ingram Management For For
1.2 Elect Director Sekar Kathiresan Management For For
1.3 Elect Director Jami Rubin Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Ratify Ernst & Young LLP as Auditors Management For For
 
REPLIGEN CORPORATION
MEETING DATE:  MAY 18, 2023
TICKER:  RGEN       SECURITY ID:  759916109
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Tony J. Hunt Management For For
1b Elect Director Karen A. Dawes Management For For
1c Elect Director Nicolas M. Barthelemy Management For For
1d Elect Director Carrie Eglinton Manner Management For For
1e Elect Director Konstantin Konstantinov Management For For
1f Elect Director Martin D. Madaus Management For For
1g Elect Director Rohin Mhatre Management For For
1h Elect Director Glenn P. Muir Management For For
2 Ratify Ernst & Young LLP as Auditors Management For For
3 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
4 Advisory Vote on Say on Pay Frequency Management One Year One Year
5 Permit Board to Amend Bylaws Without Shareholder Consent Management For For
6 Provide Proxy Access Right Management For For
 
RESMED INC.
MEETING DATE:  NOV 16, 2022
TICKER:  RMD       SECURITY ID:  761152107
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Carol Burt Management For For
1b Elect Director Jan De Witte Management For For
1c Elect Director Karen Drexler Management For For
1d Elect Director Michael 'Mick' Farrell Management For For
1e Elect Director Peter Farrell Management For For
1f Elect Director Harjit Gill Management For For
1g Elect Director John Hernandez Management For For
1h Elect Director Richard Sulpizio Management For For
1i Elect Director Desney Tan Management For For
1j Elect Director Ronald Taylor Management For For
2 Ratify KPMG LLP as Auditors Management For For
3 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
 
ROYALTY PHARMA PLC
MEETING DATE:  JUN 22, 2023
TICKER:  RPRX       SECURITY ID:  G7709Q104
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Pablo Legorreta Management For For
1b Elect Director Henry Fernandez Management For For
1c Elect Director Bonnie Bassler Management For For
1d Elect Director Errol De Souza Management For For
1e Elect Director Catherine Engelbert Management For For
1f Elect Director M. Germano Giuliani Management For For
1g Elect Director David Hodgson Management For For
1h Elect Director Ted Love Management For For
1i Elect Director Gregory Norden Management For For
1j Elect Director Rory Riggs Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Ratify Ernst & Young LLP as Auditors Management For For
4 Accept Financial Statements and Statutory Reports Management For For
5 Approve Remuneration Report Management For For
6 Ratify Ernst & Young as U.K. Statutory Auditors Management For For
7 Authorise Board to Fix Remuneration of Auditors Management For For
 
SAREPTA THERAPEUTICS, INC.
MEETING DATE:  JUN 08, 2023
TICKER:  SRPT       SECURITY ID:  803607100
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Richard J. Barry Management For Against
1.2 Elect Director M. Kathleen Behrens Management For Against
1.3 Elect Director Stephen L. Mayo Management For Against
1.4 Elect Director Claude Nicaise Management For Against
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For Against
3 Amend Omnibus Stock Plan Management For Against
4 Amend Qualified Employee Stock Purchase Plan Management For For
5 Advisory Vote on Say on Pay Frequency Management One Year One Year
6 Ratify KPMG LLP as Auditors Management For For
 
SARTORIUS STEDIM BIOTECH SA
MEETING DATE:  MAR 27, 2023
TICKER:  DIM       SECURITY ID:  F8005V210
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1 Approve Financial Statements and Discharge Directors Management For For
2 Approve Consolidated Financial Statements and Statutory Reports Management For For
3 Approve Allocation of Income and Dividends of EUR 1.44 per Share Management For For
4 Approve Auditors' Special Report on Related-Party Transactions Mentioning the Absence of New Transactions Management For For
5 Approve Remuneration Policy of Directors; Approve Remuneration of Directors in the Aggregate Amount of EUR 325,800 Management For For
6 Approve Compensation Report of Corporate Officers Management For For
7 Approve Compensation of Joachim Kreuzburg, Chairman and CEO Management For For
8 Approve Remuneration Policy of Chairman and CEO Management For For
9 Approve Compensation of Rene Faber, Vice-CEO Management For For
10 Approve Remuneration Policy of Vice-CEO Management For For
11 Authorize Repurchase of Up to 10 Percent of Issued Share Capital Management For Against
12 Authorize Filing of Required Documents/Other Formalities Management For For
13 Approve Issuance of Equity or Equity-Linked Securities Reserved for Specific Beneficiaries, up to Aggregate Nominal Amount of EUR 133,980 Management For Against
14 Authorize Decrease in Share Capital via Cancellation of Repurchased Shares Management For For
15 Authorize Capital Issuances for Use in Employee Stock Purchase Plans Management Against For
16 Authorize Filing of Required Documents/Other Formalities Management For For
 
SCHOLAR ROCK HOLDING CORPORATION
MEETING DATE:  JUN 21, 2023
TICKER:  SRRK       SECURITY ID:  80706P103
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director David Hallal Management For Withhold
1.2 Elect Director Kristina Burow Management For For
1.3 Elect Director Michael Gilman Management For Withhold
2 Ratify Ernst & Young LLP as Auditor Management For For
 
SHATTUCK LABS, INC.
MEETING DATE:  MAY 23, 2023
TICKER:  STTK       SECURITY ID:  82024L103
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Helen M. Boudreau Management For For
1.2 Elect Director Taylor Schreiber Management For For
2 Ratify KPMG LLP as Auditors Management For For
 
STRYKER CORPORATION
MEETING DATE:  MAY 10, 2023
TICKER:  SYK       SECURITY ID:  863667101
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Mary K. Brainerd Management For For
1b Elect Director Giovanni Caforio Management For For
1c Elect Director Srikant M. Datar Management For For
1d Elect Director Allan C. Golston Management For For
1e Elect Director Kevin A. Lobo Management For For
1f Elect Director Sherilyn S. McCoy Management For For
1g Elect Director Andrew K. Silvernail Management For For
1h Elect Director Lisa M. Skeete Tatum Management For For
1i Elect Director Ronda E. Stryker Management For For
1j Elect Director Rajeev Suri Management For For
2 Ratify Ernst & Young LLP as Auditors Management For For
3 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
4 Advisory Vote on Say on Pay Frequency Management One Year One Year
5 Report on Political Contributions and Expenditures Shareholder Against For
 
SURGERY PARTNERS, INC.
MEETING DATE:  JUN 01, 2023
TICKER:  SGRY       SECURITY ID:  86881A100
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Patricia A. Maryland Management For For
1.2 Elect Director T. Devin O'Reilly Management For For
1.3 Elect Director Brent Turner Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Advisory Vote on Say on Pay Frequency Management One Year One Year
4 Ratify Deloitte & Touche LLP as Auditors Management For For
 
TANDEM DIABETES CARE, INC.
MEETING DATE:  MAY 24, 2023
TICKER:  TNDM       SECURITY ID:  875372203
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Kim D. Blickenstaff Management For Against
1b Elect Director Myoungil Cha Management For Against
1c Elect Director Peyton R. Howell Management For Against
1d Elect Director Joao Paulo Falcao Malagueira Management For For
1e Elect Director Kathleen McGroddy-Goetz Management For Against
1f Elect Director John F. Sheridan Management For Against
1g Elect Director Christopher J. Twomey Management For Against
2 Approve Omnibus Stock Plan Management For For
3 Advisory Vote to Ratify Named Executive Officers' Compensation Management For Against
4 Ratify Ernst & Young LLP as Auditors Management For For
 
THE BEAUTY HEALTH COMPANY
MEETING DATE:  JUN 14, 2023
TICKER:  SKIN       SECURITY ID:  88331L108
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Michael D. Capellas Management For For
1.2 Elect Director Julius Few Management For For
1.3 Elect Director Brian Miller Management For For
2 Ratify Deloitte & Touche LLP as Auditors Management For For
3 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
 
THE BEAUTY HEALTH COMPANY
MEETING DATE:  JUN 14, 2023
TICKER:  SKIN       SECURITY ID:  HEB516000
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Michael D. Capellas Management For For
1.2 Elect Director Julius Few Management For For
1.3 Elect Director Brian Miller Management For For
2 Ratify Deloitte & Touche LLP as Auditors Management For For
3 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
 
THE CIGNA GROUP
MEETING DATE:  APR 26, 2023
TICKER:  CI       SECURITY ID:  125523100
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director David M. Cordani Management For For
1b Elect Director William J. DeLaney Management For For
1c Elect Director Eric J. Foss Management For For
1d Elect Director Elder Granger Management For For
1e Elect Director Neesha Hathi Management For For
1f Elect Director George Kurian Management For For
1g Elect Director Kathleen M. Mazzarella Management For For
1h Elect Director Mark B. McClellan Management For For
1i Elect Director Kimberly A. Ross Management For For
1j Elect Director Eric C. Wiseman Management For For
1k Elect Director Donna F. Zarcone Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Advisory Vote on Say on Pay Frequency Management One Year One Year
4 Ratify PricewaterhouseCoopers LLP as Auditors Management For For
5 Amend Certificate of Incorporation to Limit the Liability of Certain Officers Management For For
6 Reduce Ownership Threshold for Shareholders to Call Special Meeting Shareholder Against Against
7 Report on Congruency of Political Spending with Company Values and Priorities Shareholder Against Against
 
THE COOPER COMPANIES, INC.
MEETING DATE:  MAR 15, 2023
TICKER:  COO       SECURITY ID:  216648402
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Colleen E. Jay Management For For
1.2 Elect Director William A. Kozy Management For For
1.3 Elect Director Cynthia L. Lucchese Management For For
1.4 Elect Director Teresa S. Madden Management For For
1.5 Elect Director Gary S. Petersmeyer Management For For
1.6 Elect Director Maria Rivas Management For For
1.7 Elect Director Robert S. Weiss Management For For
1.8 Elect Director Albert G. White, III Management For For
2 Ratify KPMG LLP as Auditors Management For For
3 Approve Omnibus Stock Plan Management For For
4 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
5 Advisory Vote on Say on Pay Frequency Management One Year One Year
 
THE ONCOLOGY INSTITUTE, INC.
MEETING DATE:  JUL 14, 2022
TICKER:  TOI       SECURITY ID:  HHF637000
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Brad Hively Management For For
1.2 Elect Director Richard Barasch Management For For
1.3 Elect Director Karen M. Johnson Management For For
1.4 Elect Director Mohit Kaushal Management For For
1.5 Elect Director Anne McGeorge Management For For
1.6 Elect Director Maeve O'Meara Management For For
1.7 Elect Director Ravi Sarin Management For For
2 Ratify BDO USA, LLP as Auditors Management For For
 
THE ONCOLOGY INSTITUTE, INC.
MEETING DATE:  JUN 15, 2023
TICKER:  TOI       SECURITY ID:  HHF637000
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Brad Hively Management For For
1.2 Elect Director Richard Barasch Management For For
1.3 Elect Director Karen M. Johnson Management For For
1.4 Elect Director Mohit Kaushal Management For Withhold
1.5 Elect Director Anne McGeorge Management For Withhold
1.6 Elect Director Maeve O'Meara Management For For
1.7 Elect Director Ravi Sarin Management For Withhold
1.8 Elect Director Gabriel Ling Management For For
1.9 Elect Director Mark Pacala Management For For
2 Ratify BDO USA LLP as Auditors Management For For
 
THERMO FISHER SCIENTIFIC INC.
MEETING DATE:  MAY 24, 2023
TICKER:  TMO       SECURITY ID:  883556102
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Marc N. Casper Management For For
1b Elect Director Nelson J. Chai Management For For
1c Elect Director Ruby R. Chandy Management For For
1d Elect Director C. Martin Harris Management For For
1e Elect Director Tyler Jacks Management For For
1f Elect Director R. Alexandra Keith Management For For
1g Elect Director James C. Mullen Management For For
1h Elect Director Lars R. Sorensen Management For For
1i Elect Director Debora L. Spar Management For For
1j Elect Director Scott M. Sperling Management For For
1k Elect Director Dion J. Weisler Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Advisory Vote on Say on Pay Frequency Management One Year One Year
4 Ratify PricewaterhouseCoopers LLP as Auditors Management For For
5 Amend Omnibus Stock Plan Management For For
6 Approve Qualified Employee Stock Purchase Plan Management For For
 
UCB SA
MEETING DATE:  APR 27, 2023
TICKER:  UCB       SECURITY ID:  B93562120
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1 Receive Directors' Reports (Non-Voting) Management None None
2 Receive Auditors' Reports (Non-Voting) Management None None
3 Receive Consolidated Financial Statements and Statutory Reports (Non-Voting) Management None None
4 Approve Financial Statements, Allocation of Income and Dividends of EUR 1.33 per Share Management For For
5 Approve Remuneration Report Management For For
6 Approve Discharge of Directors Management For For
7 Approve Discharge of Auditors Management For For
8.1.A Reelect Jan Berger as Director Management For For
8.1.B Indicate Jan Berger as Independent Director Management For For
8.2 Reelect Cyril Janssen as Director Management For For
8.3.A Elect Maelys Castella as Director Management For For
8.3.B Indicate Maelys Castella as Independent Director Management For For
9 Approve Long-Term Incentive Plans Management For For
10.1 Approve Change-of-Control Clause Re: EMTN Program Renewal Management For For
10.2 Approve Change-of-Control Clause Re: Schuldschein Loan Agreements Entered on 2 November 2022 Management For For
10.3 Approve Change-of-Control Clause Re: Revolving Credit Facility Agreement Management For For
 
UNIQURE N.V.
MEETING DATE:  JUN 13, 2023
TICKER:  QURE       SECURITY ID:  N90064101
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1 Adopt Financial Statements and Statutory Reports Management For For
2 Approve Discharge of Management Board Management For For
3 Elect Director Madhavan Balachandran Management For For
4 Elect Director Jack Kaye Management For For
5 Elect Director Leonard Post Management For For
6 Elect Director Jeremy Springhorn Management For For
7 Grant Board Authority to Issue Shares and Options Management For For
8 Grant Board Authority to Issue Shares and Restrict/Exclude Preemptive Rights Management For For
9 Authorize Share Repurchase Program Management For For
10 Ratify KPMG Accountants N.V. as Auditors Management For For
11 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
12 Amend Omnibus Stock Plan Management For Against
 
UNITEDHEALTH GROUP INCORPORATED
MEETING DATE:  JUN 05, 2023
TICKER:  UNH       SECURITY ID:  91324P102
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Timothy Flynn Management For For
1b Elect Director Paul Garcia Management For For
1c Elect Director Kristen Gil Management For For
1d Elect Director Stephen Hemsley Management For For
1e Elect Director Michele Hooper Management For For
1f Elect Director F. William McNabb, III Management For For
1g Elect Director Valerie Montgomery Rice Management For For
1h Elect Director John Noseworthy Management For For
1i Elect Director Andrew Witty Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Advisory Vote on Say on Pay Frequency Management One Year One Year
4 Ratify Deloitte & Touche LLP as Auditors Management For For
5 Report on Third-Party Racial Equity Audit Shareholder Against Against
6 Report on Congruency of Political Spending with Company Values and Priorities Shareholder Against Against
7 Submit Severance Agreement (Change-in-Control) to Shareholder Vote Shareholder Against Against
 
VAXCYTE, INC.
MEETING DATE:  JUN 13, 2023
TICKER:  PCVX       SECURITY ID:  92243G108
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Halley Gilbert Management For For
1.2 Elect Director Michael E. Kamarck Management For For
1.3 Elect Director Grant E. Pickering Management For For
2 Ratify Deloitte & Touche, LLP as Auditors Management For For
3 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
 
VEEVA SYSTEMS INC.
MEETING DATE:  JUN 21, 2023
TICKER:  VEEV       SECURITY ID:  922475108
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Timothy S. Cabral Management For For
1b Elect Director Mark Carges Management For For
1c Elect Director Peter P. Gassner Management For For
1d Elect Director Mary Lynne Hedley Management For For
1e Elect Director Priscilla Hung Management For For
1f Elect Director Tina Hunt Management For For
1g Elect Director Marshall L. Mohr Management For For
1h Elect Director Gordon Ritter Management For For
1i Elect Director Paul Sekhri Management For Against
1j Elect Director Matthew J. Wallach Management For For
2 Ratify KPMG LLP as Auditors Management For For
3 Amend Certificate of Incorporation Management For For
4 Amend Bylaws to Require Shareholder Approval of Certain Provisions Related to Director Nominations by Shareholders Shareholder Against Against
 
VENTYX BIOSCIENCES, INC.
MEETING DATE:  JUN 07, 2023
TICKER:  VTYX       SECURITY ID:  92332V107
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Raju Mohan Management For For
1.2 Elect Director William White Management For For
2 Amend Certificate of Incorporation to Reflect New Delaware Law Provisions Regarding Officer Exculpation Management For For
3 Ratify Ernst & Young LLP as Auditors Management For For
 
VERONA PHARMA PLC
MEETING DATE:  APR 27, 2023
TICKER:  VRNA       SECURITY ID:  925050106
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1 Re-elect David Ebsworth as Director Management For Against
2 Re-elect Mahendra Shah as Director Management For Against
3 Re-elect David Zaccardelli as Director Management For Against
4 Accept Financial Statements and Statutory Reports Management For For
5 Approve Remuneration Report Management For For
6 Ratify PricewaterhouseCoopers LLP as Auditors Management For For
7 Authorise Board to Fix Remuneration of Auditors Management For For
8 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
9 Advisory Vote on Say on Pay Frequency Management One Year One Year
10 Amend Omnibus Stock Plan Management For Against
11 Authorise Issue of Equity Management For For
12 Authorise Issue of Equity without Pre-emptive Rights Management For For
 
VERTEX PHARMACEUTICALS INCORPORATED
MEETING DATE:  MAY 17, 2023
TICKER:  VRTX       SECURITY ID:  92532F100
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Sangeeta Bhatia Management For For
1.2 Elect Director Lloyd Carney Management For For
1.3 Elect Director Alan Garber Management For For
1.4 Elect Director Terrence Kearney Management For For
1.5 Elect Director Reshma Kewalramani Management For For
1.6 Elect Director Jeffrey Leiden Management For For
1.7 Elect Director Diana McKenzie Management For For
1.8 Elect Director Bruce Sachs Management For For
1.9 Elect Director Suketu Upadhyay Management For For
2 Ratify Ernst & Young LLP as Auditors Management For For
3 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
4 Advisory Vote on Say on Pay Frequency Management One Year One Year
 
WEST PHARMACEUTICAL SERVICES, INC.
MEETING DATE:  APR 25, 2023
TICKER:  WST       SECURITY ID:  955306105
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Mark A. Buthman Management For For
1b Elect Director William F. Feehery Management For For
1c Elect Director Robert F. Friel Management For For
1d Elect Director Eric M. Green Management For For
1e Elect Director Thomas W. Hofmann Management For For
1f Elect Director Molly E. Joseph Management For For
1g Elect Director Deborah L. V. Keller Management For For
1h Elect Director Myla P. Lai-Goldman Management For For
1i Elect Director Stephen H. Lockhart Management For For
1j Elect Director Douglas A. Michels Management For For
1k Elect Director Paolo Pucci Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Ratify PricewaterhouseCoopers LLP as Auditors Management For For
4 Advisory Vote on Say on Pay Frequency Management One Year One Year
5 Amend Bylaws Shareholder Against Against
 
XENCOR, INC.
MEETING DATE:  JUN 14, 2023
TICKER:  XNCR       SECURITY ID:  98401F105
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Bassil I. Dahiyat Management For For
1.2 Elect Director Ellen G. Feigal Management For For
1.3 Elect Director Kevin C. Gorman Management For For
1.4 Elect Director Kurt A. Gustafson Management For For
1.5 Elect Director A. Bruce Montgomery Management For For
1.6 Elect Director Richard J. Ranieri Management For For
1.7 Elect Director Dagmar Rosa-Bjorkeson Management For For
2 Ratify RSM US LLP as Auditors Management For For
3 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
4 Approve Omnibus Stock Plan Management For For
5 Advisory Vote on Say on Pay Frequency Management One Year One Year
 
XENON PHARMACEUTICALS INC.
MEETING DATE:  JUN 01, 2023
TICKER:  XENE       SECURITY ID:  98420N105
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Simon N. Pimstone Management For For
1.2 Elect Director Dawn Svoronos Management For For
1.3 Elect Director Mohammad Azab Management For For
1.4 Elect Director Steven Gannon Management For For
1.5 Elect Director Elizabeth Garofalo Management For For
1.6 Elect Director Patrick Machado Management For For
1.7 Elect Director Ian Mortimer Management For For
1.8 Elect Director Gary Patou Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Ratify KPMG LLP as Auditors Management For For
4 Authorize the Audit Committee to Fix Remuneration of Auditors Management For For
 
ZAI LAB LIMITED
MEETING DATE:  JUN 20, 2023
TICKER:  9688       SECURITY ID:  G9887T116
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1 Elect Director Samantha (Ying) Du Management For For
2 Elect Director Kai-Xian Chen Management For For
3 Elect Director John D. Diekman Management For Against
4 Elect Director Richard Gaynor Management For For
5 Elect Director Nisa Leung Management For For
6 Elect Director William Lis Management For For
7 Elect Director Scott Morrison Management For For
8 Elect Director Leon O. Moulder, Jr. Management For Against
9 Elect Director Michel Vounatsos Management For For
10 Elect Director Peter Wirth Management For Against
11 Ratify KPMG LLP and KPMG as Auditors Management For For
12 Authorize Board to Fix Remuneration of Auditors Management For For
13 Advisory Vote to Ratify Named Executive Officers' Compensation Management For Against
14 Authorize Issue of Ordinary Shares of Up To 20% Management For Against
15 Authorize Issue of Ordinary Shares of Up To 10% Management For Against
 
ZENTALIS PHARMACEUTICALS, INC.
MEETING DATE:  JUN 16, 2023
TICKER:  ZNTL       SECURITY ID:  98943L107
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director David Johnson Management For Withhold
1.2 Elect Director Jan Skvarka Management For For
2 Ratify Ernst & Young LLP as Auditors Management For For
3 Amend Certificate of Incorporation to Reflect New Delaware Law Provisions Regarding Officer Exculpation Management For For
4 Advisory Vote to Ratify Named Executive Officers' Compensation Management For Against

VOTE SUMMARY REPORT
FIDELITY ADVISOR INDUSTRIALS FUND
07/01/2022 - 06/30/2023

Note:  The Security ID will be the CUSIP (Committee on Uniform Securities Identification Procedures) when available. When CUSIP is not available, an alternate identifier, e.g., CINS, will be provided.

 
AECOM
MEETING DATE:  MAR 31, 2023
TICKER:  ACM       SECURITY ID:  00766T100
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Bradley W. Buss Management For For
1.2 Elect Director Lydia H. Kennard Management For For
1.3 Elect Director Kristy Pipes Management For For
1.4 Elect Director Troy Rudd Management For For
1.5 Elect Director Douglas W. Stotlar Management For For
1.6 Elect Director Daniel R. Tishman Management For For
1.7 Elect Director Sander van't Noordende Management For For
1.8 Elect Director Janet C. Wolfenbarger Management For For
2 Ratify Ernst & Young LLP as Auditors Management For For
3 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
4 Advisory Vote on Say on Pay Frequency Management One Year One Year
 
AMETEK, INC.
MEETING DATE:  MAY 04, 2023
TICKER:  AME       SECURITY ID:  031100100
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Thomas A. Amato Management For For
1b Elect Director Anthony J. Conti Management For For
1c Elect Director Gretchen W. McClain Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Advisory Vote on Say on Pay Frequency Management One Year One Year
4 Ratify Ernst & Young LLP as Auditors Management For For
 
ARCBEST CORPORATION
MEETING DATE:  APR 26, 2023
TICKER:  ARCB       SECURITY ID:  03937C105
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Salvatore A. Abbate Management For For
1b Elect Director Eduardo F. Conrado Management For Against
1c Elect Director Fredrik J. Eliasson Management For Against
1d Elect Director Michael P. Hogan Management For Against
1e Elect Director Kathleen D. McElligott Management For Against
1f Elect Director Judy R. McReynolds Management For Against
1g Elect Director Craig E. Philip Management For Against
1h Elect Director Steven L. Spinner Management For Against
1i Elect Director Janice E. Stipp Management For Against
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Advisory Vote on Say on Pay Frequency Management One Year One Year
4 Ratify Ernst & Young LLP as Auditors Management For For
5 Amend Charter to Permit the Exculpation of Officers Consistent with Changes to Delaware General Corporation Law Management For For
 
COPART, INC.
MEETING DATE:  OCT 31, 2022
TICKER:  CPRT       SECURITY ID:  217204106
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1 Increase Authorized Common Stock Management For Against
2 Adjourn Meeting Management For Against
 
COPART, INC.
MEETING DATE:  DEC 02, 2022
TICKER:  CPRT       SECURITY ID:  217204106
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Willis J. Johnson Management For For
1.2 Elect Director A. Jayson Adair Management For For
1.3 Elect Director Matt Blunt Management For For
1.4 Elect Director Steven D. Cohan Management For For
1.5 Elect Director Daniel J. Englander Management For For
1.6 Elect Director James E. Meeks Management For For
1.7 Elect Director Thomas N. Tryforos Management For For
1.8 Elect Director Diane M. Morefield Management For For
1.9 Elect Director Stephen Fisher Management For For
1.10 Elect Director Cherylyn Harley LeBon Management For For
1.11 Elect Director Carl D. Sparks Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Ratify Ernst & Young LLP as Auditors Management For For
 
CRANE NXT CO.
MEETING DATE:  JUN 05, 2023
TICKER:  CXT       SECURITY ID:  224441105
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Michael Dinkins Management For For
1.2 Elect Director William Grogan Management For For
1.3 Elect Director Cristen Kogl Management For For
1.4 Elect Director Ellen McClain Management For For
1.5 Elect Director Max H. Mitchell Management For For
1.6 Elect Director Aaron W. Saak Management For For
1.7 Elect Director John S. Stroup Management For For
1.8 Elect Director James L. L. Tullis Management For For
2 Ratify Deloitte & Touche LLP as Auditors Management For For
3 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
4 Advisory Vote on Say on Pay Frequency Management One Year One Year
 
FORTIVE CORPORATION
MEETING DATE:  JUN 06, 2023
TICKER:  FTV       SECURITY ID:  34959J108
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Eric Branderiz Management For For
1b Elect Director Daniel L. Comas Management For For
1c Elect Director Sharmistha Dubey Management For For
1d Elect Director Rejji P. Hayes Management For For
1e Elect Director Wright Lassiter, III Management For For
1f Elect Director James A. Lico Management For For
1g Elect Director Kate D. Mitchell Management For For
1h Elect Director Jeannine Sargent Management For For
1i Elect Director Alan G. Spoon Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Advisory Vote on Say on Pay Frequency Management One Year One Year
4 Ratify Ernst & Young LLP as Auditors Management For For
5 Submit Severance Agreement (Change-in-Control) to Shareholder Vote Shareholder Against Against
 
GENERAL ELECTRIC COMPANY
MEETING DATE:  MAY 03, 2023
TICKER:  GE       SECURITY ID:  369604301
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Stephen Angel Management For For
1b Elect Director Sebastien Bazin Management For For
1c Elect Director H. Lawrence Culp, Jr. Management For For
1d Elect Director Edward Garden Management For For
1e Elect Director Isabella Goren Management For For
1f Elect Director Thomas Horton Management For For
1g Elect Director Catherine Lesjak Management For For
1h Elect Director Darren McDew Management For For
1i Elect Director Paula Rosput Reynolds Management For For
1j Elect Director Jessica Uhl Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Advisory Vote on Say on Pay Frequency Management One Year One Year
4 Ratify Deloitte & Touche LLP as Auditors Management For For
5 Require Independent Board Chairman Shareholder Against Against
6 Hire Investment Bank to Explore Sale of Company Shareholder Against Against
7 Issue Audited Report on Fiduciary Relevance of Decarbonization Goal Shareholder Against Against
8 Issue Audited Report on Impact of IEA Net-Zero Emissions by 2050 Scenario Shareholder Against Against
 
HEICO CORPORATION
MEETING DATE:  MAR 17, 2023
TICKER:  HEI       SECURITY ID:  422806109
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Thomas M. Culligan Management For For
1.2 Elect Director Carol F. Fine Management For For
1.3 Elect Director Adolfo Henriques Management For For
1.4 Elect Director Mark H. Hildebrandt Management For For
1.5 Elect Director Eric A. Mendelson Management For For
1.6 Elect Director Laurans A. Mendelson Management For For
1.7 Elect Director Victor H. Mendelson Management For For
1.8 Elect Director Julie Neitzel Management For For
1.9 Elect Director Alan Schriesheim Management For For
1.10 Elect Director Frank J. Schwitter Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Advisory Vote on Say on Pay Frequency Management One Year One Year
4 Ratify Deloitte & Touche LLP as Auditors Management For For
 
HEICO CORPORATION
MEETING DATE:  MAR 17, 2023
TICKER:  HEI       SECURITY ID:  422806208
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Thomas M. Culligan Management For For
1.2 Elect Director Carol F. Fine Management For For
1.3 Elect Director Adolfo Henriques Management For For
1.4 Elect Director Mark H. Hildebrandt Management For For
1.5 Elect Director Eric A. Mendelson Management For For
1.6 Elect Director Laurans A. Mendelson Management For For
1.7 Elect Director Victor H. Mendelson Management For For
1.8 Elect Director Julie Neitzel Management For For
1.9 Elect Director Alan Schriesheim Management For For
1.10 Elect Director Frank J. Schwitter Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Advisory Vote on Say on Pay Frequency Management One Year One Year
4 Ratify Deloitte & Touche LLP as Auditors Management For For
 
HEXCEL CORPORATION
MEETING DATE:  MAY 04, 2023
TICKER:  HXL       SECURITY ID:  428291108
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Nick L. Stanage Management For For
1b Elect Director Jeffrey C. Campbell Management For For
1c Elect Director Cynthia M. Egnotovich Management For For
1d Elect Director Thomas A. Gendron Management For For
1e Elect Director Jeffrey A. Graves Management For For
1f Elect Director Guy C. Hachey Management For For
1g Elect Director Marilyn L. Minus Management For For
1h Elect Director Catherine A. Suever Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Advisory Vote on Say on Pay Frequency Management One Year One Year
4 Ratify Ernst & Young LLP as Auditors Management For For
 
HONEYWELL INTERNATIONAL INC.
MEETING DATE:  MAY 19, 2023
TICKER:  HON       SECURITY ID:  438516106
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1A Elect Director Darius Adamczyk Management For For
1B Elect Director Duncan Angove Management For For
1C Elect Director William S. Ayer Management For For
1D Elect Director Kevin Burke Management For For
1E Elect Director D. Scott Davis Management For For
1F Elect Director Deborah Flint Management For For
1G Elect Director Vimal Kapur Management For For
1H Elect Director Rose Lee Management For For
1I Elect Director Grace Lieblein Management For For
1J Elect Director Robin L. Washington Management For For
1K Elect Director Robin Watson Management For For
2 Advisory Vote on Say on Pay Frequency Management One Year One Year
3 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
4 Ratify Deloitte & Touche LLP as Auditors Management For For
5 Require Independent Board Chair Shareholder Against Against
6 Issue Environmental Justice Report Shareholder Against Against
 
HOWMET AEROSPACE INC.
MEETING DATE:  MAY 17, 2023
TICKER:  HWM       SECURITY ID:  443201108
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director James F. Albaugh Management For For
1b Elect Director Amy E. Alving Management For For
1c Elect Director Sharon R. Barner Management For For
1d Elect Director Joseph S. Cantie Management For For
1e Elect Director Robert F. Leduc Management For For
1f Elect Director David J. Miller Management For For
1g Elect Director Jody G. Miller Management For For
1h Elect Director John C. Plant Management For For
1i Elect Director Ulrich R. Schmidt Management For For
2 Ratify PricewaterhouseCoopers LLP as Auditors Management For For
3 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
4 Advisory Vote on Say on Pay Frequency Management One Year One Year
5 Provide Right to Call a Special Meeting at a 10 Percent Ownership Threshold Shareholder Against Against
 
INGERSOLL RAND INC.
MEETING DATE:  JUN 15, 2023
TICKER:  IR       SECURITY ID:  45687V106
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Vicente Reynal Management For For
1b Elect Director William P. Donnelly Management For For
1c Elect Director Kirk E. Arnold Management For For
1d Elect Director Gary D. Forsee Management For For
1e Elect Director Jennifer Hartsock Management For For
1f Elect Director John Humphrey Management For For
1g Elect Director Marc E. Jones Management For For
1h Elect Director Mark Stevenson Management For For
1i Elect Director Michael Stubblefield Management For For
1j Elect Director Tony L. White Management For For
2 Ratify Deloitte & Touche LLP as Auditors Management For For
3 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
4 Advisory Vote on Say on Pay Frequency Management One Year One Year
 
J.B. HUNT TRANSPORT SERVICES, INC.
MEETING DATE:  APR 27, 2023
TICKER:  JBHT       SECURITY ID:  445658107
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Francesca M. Edwardson Management For For
1.2 Elect Director Wayne Garrison Management For For
1.3 Elect Director Sharilyn S. Gasaway Management For For
1.4 Elect Director Thad (John B., III) Hill Management For For
1.5 Elect Director Bryan Hunt Management For For
1.6 Elect Director Persio Lisboa Management For For
1.7 Elect Director John N. Roberts, III Management For For
1.8 Elect Director James L. Robo Management For For
1.9 Elect Director Kirk Thompson Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Advisory Vote on Say on Pay Frequency Management One Year One Year
4 Ratify PricewaterhouseCoopers LLP as Auditors Management For For
 
KNIGHT-SWIFT TRANSPORTATION HOLDINGS INC.
MEETING DATE:  MAY 16, 2023
TICKER:  KNX       SECURITY ID:  499049104
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Reid Dove Management For For
1b Elect Director Michael Garnreiter Management For For
1c Elect Director Louis Hobson Management For For
1d Elect Director David Jackson Management For For
1e Elect Director Gary Knight Management For For
1f Elect Director Kevin Knight Management For For
1g Elect Director Kathryn Munro Management For For
1h Elect Director Jessica Powell Management For For
1i Elect Director Roberta Roberts Shank Management For For
1j Elect Director Robert Synowicki, Jr. Management For For
1k Elect Director David Vander Ploeg Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Advisory Vote on Say on Pay Frequency Management One Year One Year
4 Ratify Grant Thornton LLP as Auditors Management For For
5 Require Independent Board Chair Shareholder Against Against
 
MIDDLEBY CORPORATION
MEETING DATE:  MAY 16, 2023
TICKER:  MIDD       SECURITY ID:  596278101
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Sarah Palisi Chapin Management For For
1b Elect Director Timothy J. FitzGerald Management For For
1c Elect Director Cathy L. McCarthy Management For For
1d Elect Director John R. Miller, III Management For For
1e Elect Director Robert A. Nerbonne Management For For
1f Elect Director Gordon O'Brien Management For For
1g Elect Director Nassem Ziyad Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Advisory Vote on Say on Pay Frequency Management One Year One Year
4 Ratify Ernst & Young LLP as Auditors Management For For
 
NVENT ELECTRIC PLC
MEETING DATE:  MAY 12, 2023
TICKER:  NVT       SECURITY ID:  G6700G107
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Sherry A. Aaholm Management For For
1b Elect Director Jerry W. Burris Management For For
1c Elect Director Susan M. Cameron Management For For
1d Elect Director Michael L. Ducker Management For For
1e Elect Director Randall J. Hogan Management For For
1f Elect Director Danita K. Ostling Management For For
1g Elect Director Nicola Palmer Management For For
1h Elect Director Herbert K. Parker Management For For
1i Elect Director Greg Scheu Management For For
1j Elect Director Beth A. Wozniak Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Approve Deloitte & Touche LLP as Auditors and Authorize Board to Fix Their Remuneration Management For For
4 Authorize Board to Issue of Shares under Irish Law Management For For
5 Authorize the Board's Authority to Opt-Out of Statutory Pre-Emptions Rights Under Irish Law Management For For
6 Authorize Price Range for Reissuance of Treasury Shares Management For For
 
OLD DOMINION FREIGHT LINE, INC.
MEETING DATE:  MAY 17, 2023
TICKER:  ODFL       SECURITY ID:  679580100
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Sherry A. Aaholm Management For For
1.2 Elect Director David S. Congdon Management For For
1.3 Elect Director John R. Congdon, Jr. Management For For
1.4 Elect Director Andrew S. Davis Management For For
1.5 Elect Director Bradley R. Gabosch Management For For
1.6 Elect Director Greg C. Gantt Management For For
1.7 Elect Director Patrick D. Hanley Management For For
1.8 Elect Director John D. Kasarda Management For For
1.9 Elect Director Wendy T. Stallings Management For For
1.10 Elect Director Thomas A. Stith, III Management For For
1.11 Elect Director Leo H. Suggs Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Advisory Vote on Say on Pay Frequency Management One Year One Year
4 Ratify Ernst & Young LLP as Auditors Management For For
 
PENTAIR PLC
MEETING DATE:  MAY 09, 2023
TICKER:  PNR       SECURITY ID:  G7S00T104
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Mona Abutaleb Stephenson Management For For
1b Elect Director Melissa Barra Management For For
1c Elect Director T. Michael Glenn Management For For
1d Elect Director Theodore L. Harris Management For For
1e Elect Director David A. Jones Management For For
1f Elect Director Gregory E. Knight Management For For
1g Elect Director Michael T. Speetzen Management For For
1h Elect Director John L. Stauch Management For For
1i Elect Director Billie I. Williamson Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Advisory Vote on Say on Pay Frequency Management One Year One Year
4 Ratify Deloitte & Touche LLP as Auditors and Authorise Their Remuneration Management For For
5 Renew the Board's Authority to Issue Shares Under Irish Law Management For For
6 Renew the Board's Authority to Opt-Out of Statutory Preemption Rights Under Irish Law Management For For
7 Determine Price Range for Reissuance of Treasury Shares Management For For
 
REGAL REXNORD CORPORATION
MEETING DATE:  APR 25, 2023
TICKER:  RRX       SECURITY ID:  758750103
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Jan A. Bertsch Management For For
1b Elect Director Stephen M. Burt Management For For
1c Elect Director Anesa T. Chaibi Management For For
1d Elect Director Theodore D. Crandall Management For For
1e Elect Director Michael P. Doss Management For For
1f Elect Director Michael F. Hilton Management For For
1g Elect Director Louis V. Pinkham Management For For
1h Elect Director Rakesh Sachdev Management For For
1i Elect Director Curtis W. Stoelting Management For For
1j Elect Director Robin A. Walker-Lee Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Advisory Vote on Say on Pay Frequency Management One Year One Year
4 Ratify Deloitte & Touche LLP as Auditors Management For For
5 Approve Omnibus Stock Plan Management For For
 
SAIA, INC.
MEETING DATE:  APR 27, 2023
TICKER:  SAIA       SECURITY ID:  78709Y105
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Donna E. Epps Management For For
1.2 Elect Director John P. Gainor, Jr. Management For For
1.3 Elect Director Kevin A. Henry Management For For
1.4 Elect Director Frederick J. Holzgrefe, III Management For For
1.5 Elect Director Donald R. James Management For For
1.6 Elect Director Randolph W. Melville Management For For
1.7 Elect Director Richard D. O'Dell Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Advisory Vote on Say on Pay Frequency Management One Year One Year
4 Ratify KPMG LLP as Auditors Management For For
 
TETRA TECH, INC.
MEETING DATE:  FEB 28, 2023
TICKER:  TTEK       SECURITY ID:  88162G103
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1A Elect Director Dan L. Batrack Management For For
1B Elect Director Gary R. Birkenbeuel Management For For
1C Elect Director Prashant Gandhi Management For For
1D Elect Director Joanne M. Maguire Management For For
1E Elect Director Christiana Obiaya Management For For
1F Elect Director Kimberly E. Ritrievi Management For For
1G Elect Director J. Kenneth Thompson Management For For
1H Elect Director Kirsten M. Volpi Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Advisory Vote on Say on Pay Frequency Management One Year One Year
4 Ratify PricewaterhouseCoopers LLP as Auditors Management For For
 
THE BOEING COMPANY
MEETING DATE:  APR 18, 2023
TICKER:  BA       SECURITY ID:  097023105
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Robert A. Bradway Management For For
1b Elect Director David L. Calhoun Management For For
1c Elect Director Lynne M. Doughtie Management For For
1d Elect Director David L. Gitlin Management For For
1e Elect Director Lynn J. Good Management For For
1f Elect Director Stayce D. Harris Management For For
1g Elect Director Akhil Johri Management For For
1h Elect Director David L. Joyce Management For For
1i Elect Director Lawrence W. Kellner Management For For
1j Elect Director Steven M. Mollenkopf Management For For
1k Elect Director John M. Richardson Management For For
1l Elect Director Sabrina Soussan Management For For
1m Elect Director Ronald A. Williams Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Advisory Vote on Say on Pay Frequency Management One Year One Year
4 Approve Omnibus Stock Plan Management For For
5 Ratify Deloitte & Touche LLP as Auditors Management For For
6 Report on Risks Related to Operations in China Shareholder Against Against
7 Report on Lobbying Payments and Policy Shareholder Against Against
8 Report on Climate Lobbying Shareholder Against Against
9 Report on Median Gender/Racial Pay Gap Shareholder Against Against
 
TRANSDIGM GROUP INCORPORATED
MEETING DATE:  JUL 12, 2022
TICKER:  TDG       SECURITY ID:  893641100
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director David Barr Management For For
1.2 Elect Director Jane Cronin Management For For
1.3 Elect Director Mervin Dunn Management For For
1.4 Elect Director Michael Graff Management For For
1.5 Elect Director Sean Hennessy Management For For
1.6 Elect Director W. Nicholas Howley Management For For
1.7 Elect Director Gary E. McCullough Management For For
1.8 Elect Director Michele Santana Management For For
1.9 Elect Director Robert Small Management For For
1.10 Elect Director John Staer Management For For
1.11 Elect Director Kevin Stein Management For For
2 Ratify Ernst & Young LLP as Auditors Management For For
3 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
 
TRANSDIGM GROUP INCORPORATED
MEETING DATE:  MAR 09, 2023
TICKER:  TDG       SECURITY ID:  893641100
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director David Barr Management For For
1.2 Elect Director Jane Cronin Management For For
1.3 Elect Director Mervin Dunn Management For For
1.4 Elect Director Michael Graff Management For For
1.5 Elect Director Sean Hennessy Management For For
1.6 Elect Director W. Nicholas Howley Management For For
1.7 Elect Director Gary E. McCullough Management For For
1.8 Elect Director Michele Santana Management For For
1.9 Elect Director Robert Small Management For For
1.10 Elect Director John Staer Management For For
1.11 Elect Director Kevin Stein Management For For
2 Ratify Ernst & Young LLP as Auditors Management For For
3 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
4 Advisory Vote on Say on Pay Frequency Management None One Year
 
TRIUMPH GROUP, INC.
MEETING DATE:  JUL 15, 2022
TICKER:  TGI       SECURITY ID:  896818101
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Paul Bourgon Management For For
1b Elect Director Daniel J. Crowley Management For For
1c Elect Director Daniel P. Garton Management For For
1d Elect Director Barbara W. Humpton Management For For
1e Elect Director Neal J. Keating Management For For
1f Elect Director William L. Mansfield Management For For
1g Elect Director Colleen C. Repplier Management For For
1h Elect Director Larry O. Spencer Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Ratify Ernst & Young LLP as Auditors Management For For
4 Approve Tax Benefit Preservation Plan Management For Against
5 Require Independent Board Chair Shareholder Against Against
 
UBER TECHNOLOGIES, INC.
MEETING DATE:  MAY 08, 2023
TICKER:  UBER       SECURITY ID:  90353T100
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Ronald Sugar Management For For
1b Elect Director Revathi Advaithi Management For For
1c Elect Director Ursula Burns Management For For
1d Elect Director Robert Eckert Management For For
1e Elect Director Amanda Ginsberg Management For For
1f Elect Director Dara Khosrowshahi Management For For
1g Elect Director Wan Ling Martello Management For For
1h Elect Director John Thain Management For For
1i Elect Director David I. Trujillo Management For For
1j Elect Director Alexander Wynaendts Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Ratify PricewaterhouseCoopers LLP as Auditors Management For For
4 Commission a Third-Party Audit on Driver Health and Safety Shareholder Against Against
 
WILLSCOT MOBILE MINI HOLDINGS CORP.
MEETING DATE:  JUN 02, 2023
TICKER:  WSC       SECURITY ID:  971378104
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Mark S. Bartlett Management For For
1.2 Elect Director Erika T. Davis Management For For
1.3 Elect Director Gerard E. Holthaus Management For For
1.4 Elect Director Erik Olsson Management For For
1.5 Elect Director Rebecca L. Owen Management For For
1.6 Elect Director Jeff Sagansky Management For For
1.7 Elect Director Bradley L. Soultz Management For For
1.8 Elect Director Michael W. Upchurch Management For For
2 Ratify Ernst & Young LLP as Auditors Management For For
3 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For

VOTE SUMMARY REPORT
FIDELITY ADVISOR REAL ESTATE FUND
07/01/2022 - 06/30/2023

Note:  The Security ID will be the CUSIP (Committee on Uniform Securities Identification Procedures) when available. When CUSIP is not available, an alternate identifier, e.g., CINS, will be provided.

 
ALEXANDRIA REAL ESTATE EQUITIES, INC.
MEETING DATE:  MAY 16, 2023
TICKER:  ARE       SECURITY ID:  015271109
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Joel S. Marcus Management For For
1b Elect Director Steven R. Hash Management For For
1c Elect Director James P. Cain Management For For
1d Elect Director Cynthia L. Feldmann Management For For
1e Elect Director Maria C. Freire Management For For
1f Elect Director Richard H. Klein Management For For
1g Elect Director Michael A. Woronoff Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Advisory Vote on Say on Pay Frequency Management One Year One Year
4 Ratify Ernst & Young LLP as Auditors Management For For
 
AMERICAN TOWER CORPORATION
MEETING DATE:  MAY 24, 2023
TICKER:  AMT       SECURITY ID:  03027X100
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Thomas A. Bartlett Management For For
1b Elect Director Kelly C. Chambliss Management For For
1c Elect Director Teresa H. Clarke Management For For
1d Elect Director Raymond P. Dolan Management For For
1e Elect Director Kenneth R. Frank Management For For
1f Elect Director Robert D. Hormats Management For For
1g Elect Director Grace D. Lieblein Management For For
1h Elect Director Craig Macnab Management For For
1i Elect Director JoAnn A. Reed Management For For
1j Elect Director Pamela D. A. Reeve Management For For
1k Elect Director Bruce L. Tanner Management For For
1l Elect Director Samme L. Thompson Management For For
2 Ratify Deloitte & Touche LLP as Auditors Management For For
3 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
4 Advisory Vote on Say on Pay Frequency Management One Year One Year
 
CBRE GROUP, INC.
MEETING DATE:  MAY 17, 2023
TICKER:  CBRE       SECURITY ID:  12504L109
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Brandon B. Boze Management For For
1b Elect Director Beth F. Cobert Management For For
1c Elect Director Reginald H. Gilyard Management For For
1d Elect Director Shira D. Goodman Management For For
1e Elect Director E.M. Blake Hutcheson Management For For
1f Elect Director Christopher T. Jenny Management For For
1g Elect Director Gerardo I. Lopez Management For For
1h Elect Director Susan Meaney Management For For
1i Elect Director Oscar Munoz Management For For
1j Elect Director Robert E. Sulentic Management For For
1k Elect Director Sanjiv Yajnik Management For For
2 Ratify KPMG LLP as Auditors Management For For
3 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
4 Advisory Vote on Say on Pay Frequency Management One Year One Year
5 Adopt Share Retention Policy For Senior Executives Shareholder Against Against
 
CROWN CASTLE INC.
MEETING DATE:  MAY 17, 2023
TICKER:  CCI       SECURITY ID:  22822V101
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director P. Robert Bartolo Management For For
1b Elect Director Jay A. Brown Management For For
1c Elect Director Cindy Christy Management For For
1d Elect Director Ari Q. Fitzgerald Management For For
1e Elect Director Andrea J. Goldsmith Management For For
1f Elect Director Tammy K. Jones Management For For
1g Elect Director Anthony J. Melone Management For For
1h Elect Director W. Benjamin Moreland Management For For
1i Elect Director Kevin A. Stephens Management For For
1j Elect Director Matthew Thornton, III Management For For
2 Ratify PricewaterhouseCoopers LLP as Auditors Management For For
3 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
4 Amend Charter to Allow Exculpation of Certain Officers Management For For
 
CUBESMART
MEETING DATE:  MAY 16, 2023
TICKER:  CUBE       SECURITY ID:  229663109
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Piero Bussani Management For For
1.2 Elect Director Jit Kee Chin Management For For
1.3 Elect Director Dorothy Dowling Management For For
1.4 Elect Director John W. Fain Management For For
1.5 Elect Director Jair K. Lynch Management For For
1.6 Elect Director Christopher P. Marr Management For For
1.7 Elect Director Deborah Rather Salzberg Management For For
1.8 Elect Director John F. Remondi Management For For
1.9 Elect Director Jeffrey F. Rogatz Management For For
2 Ratify KPMG LLP as Auditors Management For For
3 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
4 Advisory Vote on Say on Pay Frequency Management One Year One Year
 
DIGITAL REALTY TRUST, INC.
MEETING DATE:  JUN 08, 2023
TICKER:  DLR       SECURITY ID:  253868103
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Alexis Black Bjorlin Management For For
1b Elect Director VeraLinn 'Dash' Jamieson Management For For
1c Elect Director Kevin J. Kennedy Management For For
1d Elect Director William G. LaPerch Management For For
1e Elect Director Jean F.H.P. Mandeville Management For For
1f Elect Director Afshin Mohebbi Management For For
1g Elect Director Mark R. Patterson Management For For
1h Elect Director Mary Hogan Preusse Management For For
1i Elect Director Andrew P. Power Management For For
2 Ratify KPMG LLP as Auditors Management For For
3 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
4 Advisory Vote on Say on Pay Frequency Management One Year One Year
5 Report on Risks Associated with Use of Concealment Clauses Shareholder Against For
6 Report on Whether Company Policies Reinforce Racism in Company Culture Shareholder Against Against
 
DUKE REALTY CORPORATION
MEETING DATE:  SEP 28, 2022
TICKER:  DRE       SECURITY ID:  264411505
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1 Approve Merger Agreement Management For For
2 Advisory Vote on Golden Parachutes Management For Against
3 Adjourn Meeting Management For For
 
EASTGROUP PROPERTIES, INC.
MEETING DATE:  MAY 25, 2023
TICKER:  EGP       SECURITY ID:  277276101
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director D. Pike Aloian Management For For
1b Elect Director H. Eric Bolton, Jr. Management For For
1c Elect Director Donald F. Colleran Management For For
1d Elect Director David M. Fields Management For For
1e Elect Director Marshall A. Loeb Management For For
1f Elect Director Mary E. McCormick Management For For
1g Elect Director Katherine M. Sandstrom Management For For
2 Ratify KPMG LLP as Auditors Management For For
3 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
4 Advisory Vote on Say on Pay Frequency Management One Year One Year
5 Approve Omnibus Stock Plan Management For For
 
EQUINIX, INC.
MEETING DATE:  MAY 25, 2023
TICKER:  EQIX       SECURITY ID:  29444U700
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Nanci Caldwell Management For For
1b Elect Director Adaire Fox-Martin Management For For
1c Elect Director Ron Guerrier - Withdrawn Management None None
1d Elect Director Gary Hromadko Management For For
1e Elect Director Charles Meyers Management For For
1f Elect Director Thomas Olinger Management For For
1g Elect Director Christopher Paisley Management For For
1h Elect Director Jeetu Patel Management For For
1i Elect Director Sandra Rivera Management For For
1j Elect Director Fidelma Russo Management For For
1k Elect Director Peter Van Camp Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Advisory Vote on Say on Pay Frequency Management One Year One Year
4 Ratify PricewaterhouseCoopers LLP as Auditors Management For For
5 Submit Severance Agreement (Change-in-Control) to Shareholder Vote Shareholder Against Against
 
EQUITY LIFESTYLE PROPERTIES, INC.
MEETING DATE:  APR 25, 2023
TICKER:  ELS       SECURITY ID:  29472R108
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Andrew Berkenfield Management For For
1.2 Elect Director Derrick Burks Management For For
1.3 Elect Director Philip Calian Management For For
1.4 Elect Director David Contis Management For For
1.5 Elect Director Constance Freedman Management For For
1.6 Elect Director Thomas Heneghan Management For For
1.7 Elect Director Marguerite Nader Management For For
1.8 Elect Director Scott Peppet Management For For
1.9 Elect Director Sheli Rosenberg Management For For
1.10 Elect Director Samuel Zell Management For For
2 Ratify Ernst & Young, LLP as Auditors Management For For
3 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
4 Advisory Vote on Say on Pay Frequency Management One Year One Year
 
ESSEX PROPERTY TRUST, INC.
MEETING DATE:  MAY 09, 2023
TICKER:  ESS       SECURITY ID:  297178105
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Keith R. Guericke Management For For
1b Elect Director Maria R. Hawthorne Management For For
1c Elect Director Amal M. Johnson Management For For
1d Elect Director Mary Kasaris Management For For
1e Elect Director Angela L. Kleiman Management For For
1f Elect Director Irving F. Lyons, III Management For For
1g Elect Director George M. Marcus Management For For
1h Elect Director Thomas E. Robinson Management For For
1i Elect Director Michael J. Schall Management For For
1j Elect Director Byron A. Scordelis Management For For
2 Ratify KPMG LLP as Auditors Management For For
3 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
4 Advisory Vote on Say on Pay Frequency Management One Year One Year
 
FOUR CORNERS PROPERTY TRUST, INC.
MEETING DATE:  JUN 08, 2023
TICKER:  FCPT       SECURITY ID:  35086T109
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director William H. Lenehan Management For For
1b Elect Director John S. Moody Management For For
1c Elect Director Douglas B. Hansen Management For For
1d Elect Director Charles L. Jemley Management For For
1e Elect Director Barbara Jesuele Management For For
1f Elect Director Marran H. Ogilvie Management For For
1g Elect Director Toni Steele Management For For
1h Elect Director Liz Tennican Management For For
2 Ratify KPMG LLP as Auditors Management For For
3 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
4 Advisory Vote on Say on Pay Frequency Management One Year One Year
 
HOST HOTELS & RESORTS, INC.
MEETING DATE:  MAY 18, 2023
TICKER:  HST       SECURITY ID:  44107P104
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Mary L. Baglivo Management For For
1.2 Elect Director Herman E. Bulls Management For For
1.3 Elect Director Diana M. Laing Management For For
1.4 Elect Director Richard E. Marriott Management For For
1.5 Elect Director Mary Hogan Preusse Management For For
1.6 Elect Director Walter C. Rakowich Management For For
1.7 Elect Director James F. Risoleo Management For For
1.8 Elect Director Gordon H. Smith Management For For
1.9 Elect Director A. William Stein Management For For
2 Ratify KPMG LLP as Auditors Management For For
3 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
4 Advisory Vote on Say on Pay Frequency Management One Year One Year
 
INVITATION HOMES, INC.
MEETING DATE:  MAY 17, 2023
TICKER:  INVH       SECURITY ID:  46187W107
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Michael D. Fascitelli Management For For
1.2 Elect Director Dallas B. Tanner Management For For
1.3 Elect Director Jana Cohen Barbe Management For For
1.4 Elect Director Richard D. Bronson Management For For
1.5 Elect Director Jeffrey E. Kelter Management For For
1.6 Elect Director Joseph D. Margolis Management For For
1.7 Elect Director John B. Rhea Management For For
1.8 Elect Director Janice L. Sears Management For For
1.9 Elect Director Frances Aldrich Sevilla-Sacasa Management For For
1.10 Elect Director Keith D. Taylor Management For For
2 Ratify Deloitte & Touche LLP as Auditors Management For For
3 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
 
LAMAR ADVERTISING COMPANY
MEETING DATE:  MAY 10, 2023
TICKER:  LAMR       SECURITY ID:  512816109
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Nancy Fletcher Management For For
1.2 Elect Director John E. Koerner, III Management For For
1.3 Elect Director Marshall A. Loeb Management For For
1.4 Elect Director Stephen P. Mumblow Management For For
1.5 Elect Director Thomas V. Reifenheiser Management For For
1.6 Elect Director Anna Reilly Management For For
1.7 Elect Director Kevin P. Reilly, Jr. Management For For
1.8 Elect Director Wendell Reilly Management For For
1.9 Elect Director Elizabeth Thompson Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Advisory Vote on Say on Pay Frequency Management Three Years One Year
4 Ratify KPMG LLP as Auditors Management For For
 
MID-AMERICA APARTMENT COMMUNITIES, INC.
MEETING DATE:  MAY 16, 2023
TICKER:  MAA       SECURITY ID:  59522J103
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director H. Eric Bolton, Jr. Management For For
1b Elect Director Deborah H. Caplan Management For For
1c Elect Director John P. Case Management For For
1d Elect Director Tamara Fischer Management For For
1e Elect Director Alan B. Graf, Jr. Management For For
1f Elect Director Toni Jennings Management For For
1g Elect Director Edith Kelly-Green Management For For
1h Elect Director James K. Lowder Management For For
1i Elect Director Thomas H. Lowder Management For For
1j Elect Director Claude B. Nielsen Management For For
1k Elect Director W. Reid Sanders Management For For
1l Elect Director Gary S. Shorb Management For For
1m Elect Director David P. Stockert Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Advisory Vote on Say on Pay Frequency Management One Year One Year
4 Ratify Ernst & Young LLP as Auditors Management For For
5 Approve Omnibus Stock Plan Management For For
 
NATIONAL RETAIL PROPERTIES, INC.
MEETING DATE:  MAY 16, 2023
TICKER:  NNN       SECURITY ID:  637417106
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Pamela K.M. Beall Management For For
1b Elect Director Steven D. Cosler Management For For
1c Elect Director David M. Fick Management For For
1d Elect Director Edward J. Fritsch Management For For
1e Elect Director Elizabeth C. Gulacsy Management For For
1f Elect Director Kevin B. Habicht Management For For
1g Elect Director Betsy D. Holden Management For For
1h Elect Director Stephen A. Horn, Jr. Management For For
1i Elect Director Kamau O. Witherspoon Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Advisory Vote on Say on Pay Frequency Management One Year One Year
4 Amend Omnibus Stock Plan Management For For
5 Ratify Ernst & Young LLP as Auditors Management For For
 
OUTFRONT MEDIA INC.
MEETING DATE:  JUN 06, 2023
TICKER:  OUT       SECURITY ID:  69007J106
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Nicolas Brien Management For For
1b Elect Director Angela Courtin Management For For
1c Elect Director Manuel A. Diaz Management For For
1d Elect Director Michael J. Dominguez Management For For
1e Elect Director Jeremy J. Male Management For For
1f Elect Director Peter Mathes Management For For
1g Elect Director Susan M. Tolson Management For For
1h Elect Director Joseph H. Wender Management For For
2 Ratify PricewaterhouseCoopers LLP as Auditors Management For For
3 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
4 Amend Omnibus Stock Plan Management For For
 
PHILLIPS EDISON & COMPANY, INC.
MEETING DATE:  MAY 09, 2023
TICKER:  PECO       SECURITY ID:  71844V201
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Jeffrey S. Edison Management For For
1b Elect Director Leslie T. Chao Management For For
1c Elect Director Elizabeth O. Fischer Management For For
1d Elect Director Stephen R. Quazzo Management For For
1e Elect Director Jane E. Silfen Management For For
1f Elect Director John A. Strong Management For For
1g Elect Director Gregory S. Wood Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Ratify Deloitte & Touche LLP as Auditors Management For For
 
PROLOGIS, INC.
MEETING DATE:  SEP 28, 2022
TICKER:  PLD       SECURITY ID:  74340W103
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1 Issue Shares in Connection with Merger Management For For
2 Adjourn Meeting Management For For
 
PROLOGIS, INC.
MEETING DATE:  MAY 04, 2023
TICKER:  PLD       SECURITY ID:  74340W103
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Hamid R. Moghadam Management For For
1b Elect Director Cristina G. Bita Management For For
1c Elect Director James B. Connor Management For For
1d Elect Director George L. Fotiades Management For For
1e Elect Director Lydia H. Kennard Management For For
1f Elect Director Irving F. Lyons, III Management For For
1g Elect Director Avid Modjtabai Management For For
1h Elect Director David P. O'Connor Management For For
1i Elect Director Olivier Piani Management For For
1j Elect Director Jeffrey L. Skelton Management For For
1k Elect Director Carl B. Webb Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Advisory Vote on Say on Pay Frequency Management One Year One Year
4 Ratify KPMG LLP as Auditors Management For For
 
PUBLIC STORAGE
MEETING DATE:  MAY 02, 2023
TICKER:  PSA       SECURITY ID:  74460D109
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Ronald L. Havner, Jr. Management For For
1b Elect Director Tamara Hughes Gustavson Management For For
1c Elect Director Leslie S. Heisz Management For For
1d Elect Director Shankh S. Mitra Management For For
1e Elect Director David J. Neithercut Management For For
1f Elect Director Rebecca Owen Management For For
1g Elect Director Kristy M. Pipes Management For For
1h Elect Director Avedick B. Poladian Management For For
1i Elect Director John Reyes Management For For
1j Elect Director Joseph D. Russell, Jr. Management For For
1k Elect Director Tariq M. Shaukat Management For For
1l Elect Director Ronald P. Spogli Management For For
1m Elect Director Paul S. Williams Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Advisory Vote on Say on Pay Frequency Management One Year One Year
4 Ratify Ernst & Young LLP as Auditors Management For For
5 Report on GHG Emissions Reduction Targets Aligned with the Paris Agreement Goal Shareholder Against For
 
RYMAN HOSPITALITY PROPERTIES, INC.
MEETING DATE:  MAY 11, 2023
TICKER:  RHP       SECURITY ID:  78377T107
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Rachna Bhasin Management For For
1b Elect Director Alvin Bowles, Jr. Management For For
1c Elect Director Mark Fioravanti Management For For
1d Elect Director William E. (Bill) Haslam Management For For
1e Elect Director Fazal Merchant Management For For
1f Elect Director Patrick Moore Management For For
1g Elect Director Christine Pantoya Management For For
1h Elect Director Robert Prather, Jr. Management For For
1i Elect Director Colin Reed Management For For
1j Elect Director Michael I. Roth Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Advisory Vote on Say on Pay Frequency Management One Year One Year
4 Ratify Ernst & Young LLP as Auditors Management For For
 
SITE CENTERS CORP.
MEETING DATE:  MAY 10, 2023
TICKER:  SITC       SECURITY ID:  82981J109
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Linda B. Abraham Management For For
1.2 Elect Director Terrance R. Ahern Management For For
1.3 Elect Director Jane E. DeFlorio Management For For
1.4 Elect Director David R. Lukes Management For For
1.5 Elect Director Victor B. MacFarlane Management For For
1.6 Elect Director Alexander Otto Management For For
1.7 Elect Director Barry A. Sholem Management For For
1.8 Elect Director Dawn M. Sweeney Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Advisory Vote on Say on Pay Frequency Management One Year One Year
4 Ratify PricewaterhouseCoopers LLP as Auditors Management For For
 
SPIRIT REALTY CAPITAL, INC.
MEETING DATE:  MAY 03, 2023
TICKER:  SRC       SECURITY ID:  84860W300
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Kevin M. Charlton Management For For
1.2 Elect Director Elizabeth F. Frank Management For For
1.3 Elect Director Michelle M. Frymire Management For For
1.4 Elect Director Kristian M. Gathright Management For For
1.5 Elect Director Richard I. Gilchrist Management For For
1.6 Elect Director Jackson Hsieh Management For For
1.7 Elect Director Diana M. Laing Management For For
1.8 Elect Director Nicholas P. Shepherd Management For For
1.9 Elect Director Thomas J. Sullivan Management For For
2 Ratify Ernst & Young LLP as Auditors Management For For
3 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
 
TERRENO REALTY CORPORATION
MEETING DATE:  MAY 02, 2023
TICKER:  TRNO       SECURITY ID:  88146M101
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director W. Blake Baird Management For For
1b Elect Director Michael A. Coke Management For For
1c Elect Director Linda Assante Management For For
1d Elect Director Gary N. Boston Management For For
1e Elect Director LeRoy E. Carlson Management For For
1f Elect Director Irene H. Oh Management For For
1g Elect Director Douglas M. Pasquale Management For For
1h Elect Director Dennis Polk Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Advisory Vote on Say on Pay Frequency Management One Year One Year
4 Ratify Ernst & Young LLP as Auditors Management For For
 
THE GEO GROUP, INC.
MEETING DATE:  APR 28, 2023
TICKER:  GEO       SECURITY ID:  36162J106
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Thomas C. Bartzokis Management For For
1b Elect Director Jack Brewer Management For For
1c Elect Director Jose Gordo Management For For
1d Elect Director Scott M. Kernan Management For For
1e Elect Director Lindsay L. Koren Management For For
1f Elect Director Terry Mayotte Management For For
1g Elect Director Andrew N. Shapiro Management For For
1h Elect Director Julie Myers Wood Management For For
1i Elect Director George C. Zoley Management For For
2 Ratify Grant Thornton LLP as Auditors Management For For
3 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
4 Advisory Vote on Say on Pay Frequency Management One Year One Year
5 Report on Third-Party Civil Rights Audit Shareholder Against Against
 
UDR, INC.
MEETING DATE:  JUN 01, 2023
TICKER:  UDR       SECURITY ID:  902653104
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Katherine A. Cattanach Management For For
1b Elect Director Jon A. Grove Management For For
1c Elect Director Mary Ann King Management For For
1d Elect Director James D. Klingbeil Management For For
1e Elect Director Clint D. McDonnough Management For For
1f Elect Director Robert A. McNamara Management For For
1g Elect Director Diane M. Morefield Management For For
1h Elect Director Kevin C. Nickelberry Management For For
1i Elect Director Mark R. Patterson Management For For
1j Elect Director Thomas W. Toomey Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Ratify Ernst & Young LLP as Auditors Management For For
4 Advisory Vote on Say on Pay Frequency Management One Year One Year
 
URBAN EDGE PROPERTIES
MEETING DATE:  MAY 03, 2023
TICKER:  UE       SECURITY ID:  91704F104
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Jeffrey S. Olson Management For For
1b Elect Director Mary L. Baglivo Management For For
1c Elect Director Steven H. Grapstein Management For For
1d Elect Director Steven J. Guttman Management For For
1e Elect Director Norman K. Jenkins Management For For
1f Elect Director Kevin P. O'Shea Management For For
1g Elect Director Catherine D. Rice Management For For
1h Elect Director Katherine M. Sandstrom Management For For
1i Elect Director Douglas W. Sesler Management For For
2 Ratify Deloitte & Touche LLP as Auditors Management For For
3 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
 
VENTAS INC.
MEETING DATE:  MAY 16, 2023
TICKER:  VTR       SECURITY ID:  92276F100
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Melody C. Barnes Management For For
1b Elect Director Debra A. Cafaro Management For For
1c Elect Director Michael J. Embler Management For For
1d Elect Director Matthew J. Lustig Management For For
1e Elect Director Roxanne M. Martino Management For For
1f Elect Director Marguerite M. Nader Management For For
1g Elect Director Sean P. Nolan Management For For
1h Elect Director Walter C. Rakowich Management For For
1i Elect Director Sumit Roy Management For For
1j Elect Director James D. Shelton Management For For
1k Elect Director Maurice S. Smith Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Advisory Vote on Say on Pay Frequency Management One Year One Year
4 Ratify KPMG LLP as Auditors Management For For
 
VICI PROPERTIES INC.
MEETING DATE:  APR 27, 2023
TICKER:  VICI       SECURITY ID:  925652109
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director James R. Abrahamson Management For For
1b Elect Director Diana F. Cantor Management For For
1c Elect Director Monica H. Douglas Management For For
1d Elect Director Elizabeth I. Holland Management For For
1e Elect Director Craig Macnab Management For For
1f Elect Director Edward B. Pitoniak Management For For
1g Elect Director Michael D. Rumbolz Management For For
2 Ratify Deloitte & Touche LLP as Auditors Management For For
3 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
 
WELLTOWER INC.
MEETING DATE:  MAY 23, 2023
TICKER:  WELL       SECURITY ID:  95040Q104
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Kenneth J. Bacon Management For For
1b Elect Director Karen B. DeSalvo Management For For
1c Elect Director Philip L. Hawkins Management For For
1d Elect Director Dennis G. Lopez Management For For
1e Elect Director Shankh Mitra Management For For
1f Elect Director Ade J. Patton Management For For
1g Elect Director Diana W. Reid Management For For
1h Elect Director Sergio D. Rivera Management For For
1i Elect Director Johnese M. Spisso Management For For
1j Elect Director Kathryn M. Sullivan Management For For
2 Ratify Ernst & Young LLP as Auditors Management For For
3 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
4 Advisory Vote on Say on Pay Frequency Management One Year One Year
 
WEWORK INC.
MEETING DATE:  APR 24, 2023
TICKER:  WE       SECURITY ID:  96209A104
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1 Increase Authorized Common Stock Management For For
2 Approve Issuance of Shares for a Private Placement Management For For
3 Adjourn Meeting Management For For
 
WEWORK INC.
MEETING DATE:  JUN 12, 2023
TICKER:  WE       SECURITY ID:  96209A104
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Sandeep Mathrani - Withdrawn Management None None
1b Elect Director Alex Clavel Management For For
1c Elect Director Bruce Dunlevie - Withdrawn Management None None
1d Elect Director Daniel Hurwitz Management For Against
1e Elect Director Veronique Laury Management For Against
1f Elect Director Vikas Parekh Management For For
1g Elect Director Deven Parekh Management For Against
1h Elect Director Vivek Ranadive Management For Against
1i Elect Director David Tolley Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Ratify Ernst & Young LLP as Auditors Management For For
4 Approve Reverse Stock Split Management For For

VOTE SUMMARY REPORT
FIDELITY ADVISOR SEMICONDUCTORS FUND
07/01/2022 - 06/30/2023

Note:  The Security ID will be the CUSIP (Committee on Uniform Securities Identification Procedures) when available. When CUSIP is not available, an alternate identifier, e.g., CINS, will be provided.

 
ADVANCED MICRO DEVICES, INC.
MEETING DATE:  MAY 18, 2023
TICKER:  AMD       SECURITY ID:  007903107
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Nora M. Denzel Management For For
1b Elect Director Mark Durcan Management For For
1c Elect Director Michael P. Gregoire Management For For
1d Elect Director Joseph A. Householder Management For For
1e Elect Director John W. Marren Management For For
1f Elect Director Jon A. Olson Management For For
1g Elect Director Lisa T. Su Management For For
1h Elect Director Abhi Y. Talwalkar Management For For
1i Elect Director Elizabeth W. Vanderslice Management For For
2 Approve Omnibus Stock Plan Management For For
3 Ratify Ernst & Young LLP as Auditors Management For For
4 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
5 Advisory Vote on Say on Pay Frequency Management One Year One Year
 
AEVA TECHNOLOGIES, INC.
MEETING DATE:  NOV 18, 2022
TICKER:  AEVA       SECURITY ID:  00835Q103
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Erin L. Polek Management For For
2 Ratify Deloitte & Touche LLP as Auditors Management For For
3 Amend Omnibus Stock Plan Management For Against
4 Approve Qualified Employee Stock Purchase Plan Management For For
5 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
6 Advisory Vote on Say on Pay Frequency Management Three Years One Year
 
ALLEGRO MICROSYSTEMS, INC.
MEETING DATE:  AUG 04, 2022
TICKER:  ALGM       SECURITY ID:  01749D105
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Yoshihiro (Zen) Suzuki Management For Withhold
1.2 Elect Director David J. Aldrich Management For Withhold
1.3 Elect Director Kojiro (Koji) Hatano Management For For
1.4 Elect Director Paul Carl (Chip) Schorr, IV Management For Withhold
2 Ratify PricewaterhouseCoopers LLP as Auditors Management For For
3 Advisory Vote on Say on Pay Frequency Management One Year One Year
 
ALPHA AND OMEGA SEMICONDUCTOR LIMITED
MEETING DATE:  NOV 29, 2022
TICKER:  AOSL       SECURITY ID:  G6331P104
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Mike F. Chang Management For For
1.2 Elect Director Lucas S. Chang Management For For
1.3 Elect Director Stephen C. Chang Management For For
1.4 Elect Director Claudia Chen Management For For
1.5 Elect Director So-Yeon Jeong Management For For
1.6 Elect Director Hanqing (Helen) Li Management For For
1.7 Elect Director King Owyang Management For For
1.8 Elect Director Michael L. Pfeiffer Management For For
1.9 Elect Director Michael J. Salameh Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Amend Omnibus Stock Plan Management For Against
4 Ratify Baker Tilly US, LLP as Auditors Management For For
 
ANALOG DEVICES, INC.
MEETING DATE:  MAR 08, 2023
TICKER:  ADI       SECURITY ID:  032654105
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Vincent Roche Management For For
1b Elect Director James A. Champy Management For For
1c Elect Director Andre Andonian Management For For
1d Elect Director Anantha P. Chandrakasan Management For For
1e Elect Director Edward H. Frank Management For For
1f Elect Director Laurie H. Glimcher Management For For
1g Elect Director Karen M. Golz Management For For
1h Elect Director Mercedes Johnson Management For For
1i Elect Director Kenton J. Sicchitano Management For For
1j Elect Director Ray Stata Management For For
1k Elect Director Susie Wee Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Advisory Vote on Say on Pay Frequency Management One Year One Year
4 Ratify Ernst & Young LLP as Auditors Management For For
 
APPLIED MATERIALS, INC.
MEETING DATE:  MAR 09, 2023
TICKER:  AMAT       SECURITY ID:  038222105
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Rani Borkar Management For For
1b Elect Director Judy Bruner Management For For
1c Elect Director Xun (Eric) Chen Management For For
1d Elect Director Aart J. de Geus Management For For
1e Elect Director Gary E. Dickerson Management For For
1f Elect Director Thomas J. Iannotti Management For For
1g Elect Director Alexander A. Karsner Management For For
1h Elect Director Kevin P. March Management For For
1i Elect Director Yvonne McGill Management For For
1j Elect Director Scott A. McGregor Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Advisory Vote on Say on Pay Frequency Management One Year One Year
4 Ratify KPMG LLP as Auditors Management For For
5 Reduce Ownership Threshold for Shareholders to Call Special Meeting Shareholder Against Against
6 Improve Executive Compensation Program and Policy Shareholder Against Against
 
ARRAY TECHNOLOGIES, INC.
MEETING DATE:  MAY 23, 2023
TICKER:  ARRY       SECURITY ID:  04271T100
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Brad Forth Management For For
1.2 Elect Director Kevin Hostetler Management For For
1.3 Elect Director Gerrard Schmid Management For For
2 Ratify Deloitte & Touche LLP as Auditors Management For For
3 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
4 Amend Certificate of Incorporation to Allow Exculpation of Officers as Permitted by Delaware Law Management For For
 
BROADCOM INC.
MEETING DATE:  APR 03, 2023
TICKER:  AVGO       SECURITY ID:  11135F101
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Diane M. Bryant Management For For
1b Elect Director Gayla J. Delly Management For For
1c Elect Director Raul J. Fernandez Management For For
1d Elect Director Eddy W. Hartenstein Management For For
1e Elect Director Check Kian Low Management For For
1f Elect Director Justine F. Page Management For For
1g Elect Director Henry Samueli Management For For
1h Elect Director Hock E. Tan Management For For
1i Elect Director Harry L. You Management For For
2 Ratify PricewaterhouseCoopers LLP as Auditors Management For For
3 Amend Omnibus Stock Plan Management For For
4 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
5 Advisory Vote on Say on Pay Frequency Management One Year One Year
 
CIRRUS LOGIC, INC.
MEETING DATE:  JUL 29, 2022
TICKER:  CRUS       SECURITY ID:  172755100
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director John C. Carter Management For For
1.2 Elect Director Alexander M. Davern Management For For
1.3 Elect Director Timothy R. Dehne Management For For
1.4 Elect Director John M. Forsyth Management For For
1.5 Elect Director Deirdre R. Hanford Management For For
1.6 Elect Director Raghib Hussain Management For For
1.7 Elect Director Catherine P. Lego Management For For
1.8 Elect Director David J. Tupman Management For For
2 Ratify Ernst & Young LLP as Auditors Management For For
3 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
4 Amend Omnibus Stock Plan Management For For
 
ENPHASE ENERGY, INC.
MEETING DATE:  MAY 17, 2023
TICKER:  ENPH       SECURITY ID:  29355A107
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Jamie Haenggi Management For For
1.2 Elect Director Benjamin Kortlang Management For For
1.3 Elect Director Richard Mora Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Ratify Deloitte & Touche LLP as Auditors Management For For
 
FLEX LTD.
MEETING DATE:  AUG 25, 2022
TICKER:  FLEX       SECURITY ID:  Y2573F102
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Revathi Advaithi Management For For
1b Elect Director Michael D. Capellas Management For For
1c Elect Director John D. Harris, II Management For For
1d Elect Director Michael E. Hurlston Management For For
1e Elect Director Erin L. McSweeney Management For For
1f Elect Director Marc A. Onetto Management For For
1g Elect Director Charles K. Stevens, III Management For For
1h Elect Director Lay Koon Tan Management For For
1i Elect Director Patrick J. Ward Management For For
1j Elect Director William D. Watkins Management For For
2 Approve Deloitte & Touche LLP as Auditors and Authorize Board to Fix Their Remuneration Management For For
3 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
4 Approve Issuance of Shares without Preemptive Rights Management For For
5 Authorize Share Repurchase Program Management For For
 
GAN SYSTEMS, INC.
MEETING DATE:  APR 18, 2023
TICKER:         SECURITY ID:  IDH042000
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1 Private Company Resolution: Approve Plan of Arrangement Management For For
 
GAN SYSTEMS, INC.
MEETING DATE:  APR 18, 2023
TICKER:         SECURITY ID:  IDH044000
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1 Private Company Resolution: Approve Plan of Arrangement Management For For
 
GAN SYSTEMS, INC.
MEETING DATE:  APR 18, 2023
TICKER:         SECURITY ID:  IDH060000
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1 Private Company Resolution: Approve Plan of Arrangement Management For For
 
GLOBALFOUNDRIES INC.
MEETING DATE:  JUL 25, 2022
TICKER:  GFS       SECURITY ID:  G39387108
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Thomas Caulfield Management For For
1.2 Elect Director Ahmed Saeed Al Calily Management For For
1.3 Elect Director Tim Breen Management For For
1.4 Elect Director Glenda Dorchak Management For For
2 Ratify KPMG LLP as Auditors Management For For
 
IMPINJ, INC.
MEETING DATE:  JUN 08, 2023
TICKER:  PI       SECURITY ID:  453204109
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Daniel Gibson Management For For
1.2 Elect Director Umesh Padval Management For For
1.3 Elect Director Steve Sanghi Management For For
1.4 Elect Director Cathal Phelan Management For For
1.5 Elect Director Meera Rao Management For For
1.6 Elect Director Chris Diorio Management For For
1.7 Elect Director Miron Washington Management For For
2 Ratify Ernst & Young LLP as Auditors Management For For
3 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
4 Amend Bylaws to Require Shareholder Approval of Certain Provisions Related to Director Nominations by Shareholders Shareholder Against Against
 
IONQ, INC.
MEETING DATE:  JUN 29, 2023
TICKER:  IONQ       SECURITY ID:  HEB507000
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Ronald Bernal Management For Withhold
1.2 Elect Director Kathryn Chou Management For Withhold
1.3 Elect Director Harry You Management For Withhold
2 Ratify Ernst & Young LLP as Auditors Management For For
 
KLA CORPORATION
MEETING DATE:  NOV 02, 2022
TICKER:  KLAC       SECURITY ID:  482480100
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Robert Calderoni Management For For
1.2 Elect Director Jeneanne Hanley Management For For
1.3 Elect Director Emiko Higashi Management For For
1.4 Elect Director Kevin Kennedy Management For For
1.5 Elect Director Gary Moore Management For For
1.6 Elect Director Marie Myers Management For For
1.7 Elect Director Kiran Patel Management For For
1.8 Elect Director Victor Peng Management For For
1.9 Elect Director Robert Rango Management For For
1.10 Elect Director Richard Wallace Management For For
2 Ratify PricewaterhouseCoopers LLP as Auditors Management For For
3 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
4 Report on GHG Emissions Reduction Targets Aligned with the Paris Agreement Goal Shareholder Against Against
 
LAM RESEARCH CORPORATION
MEETING DATE:  NOV 08, 2022
TICKER:  LRCX       SECURITY ID:  512807108
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Sohail U. Ahmed Management For For
1b Elect Director Timothy M. Archer Management For For
1c Elect Director Eric K. Brandt Management For For
1d Elect Director Michael R. Cannon Management For For
1e Elect Director Bethany J. Mayer Management For For
1f Elect Director Jyoti K. Mehra Management For For
1g Elect Director Abhijit Y. Talwalkar Management For For
1h Elect Director Lih Shyng (Rick L.) Tsai Management For For
1i Elect Director Leslie F. Varon Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Ratify Ernst & Young LLP as Auditors Management For For
 
LATTICE SEMICONDUCTOR CORPORATION
MEETING DATE:  MAY 05, 2023
TICKER:  LSCC       SECURITY ID:  518415104
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director James R. Anderson Management For For
1.2 Elect Director Robin A. Abrams Management For For
1.3 Elect Director Douglas Bettinger Management For For
1.4 Elect Director Mark E. Jensen Management For For
1.5 Elect Director James P. Lederer Management For For
1.6 Elect Director D. Jeffrey Richardson Management For For
1.7 Elect Director Elizabeth Schwarting Management For For
1.8 Elect Director Raejeanne Skillern Management For For
2 Ratify Ernst & Young LLP as Auditors Management For For
3 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
4 Advisory Vote on Say on Pay Frequency Management One Year One Year
5 Approve Omnibus Stock Plan Management For For
 
MACOM TECHNOLOGY SOLUTIONS HOLDINGS, INC.
MEETING DATE:  MAR 02, 2023
TICKER:  MTSI       SECURITY ID:  55405Y100
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Charles Bland Management For For
1.2 Elect Director Stephen Daly Management For For
1.3 Elect Director Susan Ocampo Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Ratify Deloitte & Touche LLP as Auditors Management For For
4 Amend Certificate of Incorporation to Allow Exculpation of Officers Management For For
 
MARVELL TECHNOLOGY, INC.
MEETING DATE:  JUN 16, 2023
TICKER:  MRVL       SECURITY ID:  573874104
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Sara Andrews Management For For
1b Elect Director W. Tudor Brown Management For For
1c Elect Director Brad W. Buss Management For For
1d Elect Director Rebecca W. House Management For For
1e Elect Director Marachel L. Knight Management For For
1f Elect Director Matthew J. Murphy Management For For
1g Elect Director Michael G. Strachan Management For For
1h Elect Director Robert E. Switz Management For For
1i Elect Director Ford Tamer Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Advisory Vote on Say on Pay Frequency Management One Year One Year
4 Ratify Deloitte & Touche LLP as Auditors Management For For
 
MICROCHIP TECHNOLOGY INCORPORATED
MEETING DATE:  AUG 23, 2022
TICKER:  MCHP       SECURITY ID:  595017104
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Matthew W. Chapman Management For For
1.2 Elect Director Esther L. Johnson Management For For
1.3 Elect Director Karlton D. Johnson Management For For
1.4 Elect Director Wade F. Meyercord Management For For
1.5 Elect Director Ganesh Moorthy Management For For
1.6 Elect Director Karen M. Rapp Management For For
1.7 Elect Director Steve Sanghi Management For For
2 Ratify Ernst & Young LLP as Auditors Management For For
3 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
 
MICRON TECHNOLOGY, INC.
MEETING DATE:  JAN 12, 2023
TICKER:  MU       SECURITY ID:  595112103
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Richard M. Beyer Management For For
1b Elect Director Lynn A. Dugle Management For For
1c Elect Director Steven J. Gomo Management For For
1d Elect Director Linnie M. Haynesworth Management For For
1e Elect Director Mary Pat McCarthy Management For For
1f Elect Director Sanjay Mehrotra Management For For
1g Elect Director Robert E. Switz Management For For
1h Elect Director MaryAnn Wright Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Amend Omnibus Stock Plan Management For For
4 Ratify PricewaterhouseCoopers LLP as Auditors Management For For
 
MONOLITHIC POWER SYSTEMS, INC.
MEETING DATE:  JUN 15, 2023
TICKER:  MPWR       SECURITY ID:  609839105
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Victor K. Lee Management For Withhold
1.2 Elect Director James C. Moyer Management For Withhold
2 Ratify Ernst & Young LLP as Auditor Management For For
3 Advisory Vote to Ratify Named Executive Officers' Compensation Management For Against
4 Advisory Vote on Say on Pay Frequency Management One Year One Year
5 Amend Qualified Employee Stock Purchase Plan Management For For
 
NOVA LTD.
MEETING DATE:  MAY 18, 2023
TICKER:  NVMI       SECURITY ID:  M7516K103
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Reelect Eitan Oppenhaim as Director Management For For
1b Reelect Avi Cohen as Director Management For For
1c Reelect Raanan Cohen as Director Management For For
1d Reelect Sarit Sagiv as Director Management For For
1e Reelect Zehava Simon as Director Management For For
1f Elect Yaniv Garty as Director Management For For
2 Approve Employment Terms of Gabriel Waisman as New President and CEO Management For For
3 Approve Additional Termination Terms of Eitan Oppenhaim, President and CEO Management For For
4 Approve Amended Compensation Scheme of Directors Management For For
5 Reappoint Kost Forer Gabbay & Kasierer as Auditors Management For For
6 Discuss Financial Statements and the Report of the Board Management None None
A Vote FOR if you are a controlling shareholder or have a personal interest in one or several resolutions, as indicated in the proxy card; otherwise, vote AGAINST. You may not abstain. If you vote FOR, please provide an explanation to your account manager Management None Against
 
NVIDIA CORPORATION
MEETING DATE:  JUN 22, 2023
TICKER:  NVDA       SECURITY ID:  67066G104
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Robert K. Burgess Management For For
1b Elect Director Tench Coxe Management For For
1c Elect Director John O. Dabiri Management For For
1d Elect Director Persis S. Drell Management For For
1e Elect Director Jen-Hsun Huang Management For For
1f Elect Director Dawn Hudson Management For For
1g Elect Director Harvey C. Jones Management For For
1h Elect Director Michael G. McCaffery Management For For
1i Elect Director Stephen C. Neal Management For For
1j Elect Director Mark L. Perry Management For For
1k Elect Director A. Brooke Seawell Management For For
1l Elect Director Aarti Shah Management For For
1m Elect Director Mark A. Stevens Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Advisory Vote on Say on Pay Frequency Management One Year One Year
4 Ratify PricewaterhouseCoopers LLP as Auditors Management For For
 
NXP SEMICONDUCTORS N.V.
MEETING DATE:  MAY 24, 2023
TICKER:  NXPI       SECURITY ID:  N6596X109
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1 Adopt Financial Statements and Statutory Reports Management For For
2 Approve Discharge of Board Members Management For For
3a Reelect Kurt Sievers as Executive Director Management For For
3b Reelect Annette Clayton as Non-Executive Director Management For For
3c Reelect Anthony Foxx as Non-Executive Director Management For For
3d Reelect Chunyuan Gu as Non-Executive Director Management For For
3e Reelect Lena Olving as Non-Executive Director Management For For
3f Reelect Julie Southern as Non-Executive Director Management For For
3g Reelect Jasmin Staiblin as Non-Executive Director Management For For
3h Reelect Gregory Summe as Non-Executive Director Management For For
3i Reelect Karl-Henrik Sundstrom as Non-Executive Director Management For For
3j Reelect Moshe Gavrielov as Non-Executive Director Management For For
4 Grant Board Authority to Issue Shares Up To 10 Percent of Issued Capital Management For For
5 Authorize Board to Exclude Preemptive Rights from Share Issuances Management For For
6 Authorize Share Repurchase Program Management For For
7 Approve Cancellation of Ordinary Shares Management For For
8 Ratify Ernst & Young Accountants LLP as Auditors Management For For
9 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
 
ON SEMICONDUCTOR CORPORATION
MEETING DATE:  MAY 18, 2023
TICKER:  ON       SECURITY ID:  682189105
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Atsushi Abe Management For For
1b Elect Director Alan Campbell Management For For
1c Elect Director Susan K. Carter Management For For
1d Elect Director Thomas L. Deitrich Management For For
1e Elect Director Hassane El-Khoury Management For For
1f Elect Director Bruce E. Kiddoo Management For For
1g Elect Director Paul A. Mascarenas Management For For
1h Elect Director Gregory Waters Management For For
1i Elect Director Christine Y. Yan Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Advisory Vote on Say on Pay Frequency Management One Year One Year
4 Ratify PricewaterhouseCoopers LLP as Auditors Management For For
 
QUALCOMM INCORPORATED
MEETING DATE:  MAR 08, 2023
TICKER:  QCOM       SECURITY ID:  747525103
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Sylvia Acevedo Management For For
1b Elect Director Cristiano R. Amon Management For For
1c Elect Director Mark Fields Management For For
1d Elect Director Jeffrey W. Henderson Management For For
1e Elect Director Gregory N. Johnson Management For For
1f Elect Director Ann M. Livermore Management For For
1g Elect Director Mark D. McLaughlin Management For For
1h Elect Director Jamie S. Miller Management For For
1i Elect Director Irene B. Rosenfeld Management For For
1j Elect Director Kornelis (Neil) Smit Management For For
1k Elect Director Jean-Pascal Tricoire Management For For
1l Elect Director Anthony J. Vinciquerra Management For For
2 Ratify PricewaterhouseCoopers LLP as Auditors Management For For
3 Approve Omnibus Stock Plan Management For For
4 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
 
SAMSUNG ELECTRONICS CO., LTD.
MEETING DATE:  NOV 03, 2022
TICKER:  005930       SECURITY ID:  Y74718100
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Heo Eun-nyeong as Outside Director Management For For
1.2 Elect Yoo Myeong-hui as Outside Director Management For For
 
SAMSUNG ELECTRONICS CO., LTD.
MEETING DATE:  MAR 15, 2023
TICKER:  005930       SECURITY ID:  Y74718100
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1 Approve Financial Statements and Allocation of Income Management For For
2 Elect Han Jong-hui as Inside Director Management For For
3 Approve Total Remuneration of Inside Directors and Outside Directors Management For For
 
SKYWORKS SOLUTIONS, INC.
MEETING DATE:  MAY 10, 2023
TICKER:  SWKS       SECURITY ID:  83088M102
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Alan S. Batey Management For For
1b Elect Director Kevin L. Beebe Management For For
1c Elect Director Liam K. Griffin Management For For
1d Elect Director Eric J. Guerin Management For For
1e Elect Director Christine King Management For For
1f Elect Director Suzanne E. McBride Management For For
1g Elect Director David P. McGlade Management For For
1h Elect Director Robert A. Schriesheim Management For For
1i Elect Director Maryann Turcke Management For For
2 Ratify KPMG LLP as Auditors Management For For
3 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
4 Advisory Vote on Say on Pay Frequency Management One Year One Year
5 Amend Certificate of Incorporation to Allow Exculpation of Certain Officers Management For For
6 Adopt Simple Majority Vote Shareholder None For
 
SYNAPTICS INCORPORATED
MEETING DATE:  OCT 25, 2022
TICKER:  SYNA       SECURITY ID:  87157D109
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Michael E. Hurlston Management For For
1b Elect Director Patricia Kummrow Management For For
1c Elect Director Vivie "YY" Lee Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Ratify KPMG LLP as Auditors Management For For
4 Amend Omnibus Stock Plan Management For For
 
TAIWAN SEMICONDUCTOR MANUFACTURING CO., LTD.
MEETING DATE:  JUN 06, 2023
TICKER:  2330       SECURITY ID:  874039100
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1 Approve Business Operations Report and Financial Statements Management For For
2 Approve Issuance of Restricted Stocks Management For For
3 Amend Procedures for Endorsement and Guarantees Management For For
4 Amend the Name of Audit Committee in the Policies (I)Procedures for Acquisition or Disposal of Assets (II)Procedures for Financial Derivatives Transactions (III)Procedures for Lending Funds to Other Parties (IV)Procedures for Endorsement and Guarantee Management For For
 
TERADYNE, INC.
MEETING DATE:  MAY 12, 2023
TICKER:  TER       SECURITY ID:  880770102
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Timothy E. Guertin Management For For
1b Elect Director Peter Herweck Management For For
1c Elect Director Mercedes Johnson Management For For
1d Elect Director Ernest E. Maddock Management For For
1e Elect Director Marilyn Matz Management For For
1f Elect Director Gregory S. Smith Management For For
1g Elect Director Ford Tamer Management For For
1h Elect Director Paul J. Tufano Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Advisory Vote on Say on Pay Frequency Management One Year One Year
4 Ratify PricewaterhouseCoopers LLP as Auditors Management For For
 
TEXAS INSTRUMENTS INCORPORATED
MEETING DATE:  APR 27, 2023
TICKER:  TXN       SECURITY ID:  882508104
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Mark A. Blinn Management For For
1b Elect Director Todd M. Bluedorn Management For For
1c Elect Director Janet F. Clark Management For For
1d Elect Director Carrie S. Cox Management For For
1e Elect Director Martin S. Craighead Management For For
1f Elect Director Curtis C. Farmer Management For For
1g Elect Director Jean M. Hobby Management For For
1h Elect Director Haviv Ilan Management For For
1i Elect Director Ronald Kirk Management For For
1j Elect Director Pamela H. Patsley Management For For
1k Elect Director Robert E. Sanchez Management For For
1l Elect Director Richard K. Templeton Management For For
2 Amend Qualified Employee Stock Purchase Plan Management For For
3 Advisory Vote on Say on Pay Frequency Management One Year One Year
4 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
5 Ratify Ernst & Young LLP as Auditors Management For For
6 Reduce Ownership Threshold for Shareholders to Call Special Meeting Shareholder Against Against
7 Report on Due Diligence Efforts to Trace End-User Misuse of Company Products Shareholder Against Against
 
WESTERN DIGITAL CORPORATION
MEETING DATE:  NOV 16, 2022
TICKER:  WDC       SECURITY ID:  958102105
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Kimberly E. Alexy Management For For
1b Elect Director Thomas H. Caulfield Management For For
1c Elect Director Martin I. Cole Management For For
1d Elect Director Tunc Doluca Management For For
1e Elect Director David V. Goeckeler Management For For
1f Elect Director Matthew E. Massengill Management For For
1g Elect Director Stephanie A. Streeter Management For For
1h Elect Director Miyuki Suzuki Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Amend Omnibus Stock Plan Management For Against
4 Amend Qualified Employee Stock Purchase Plan Management For For
5 Ratify KPMG LLP as Auditors Management For For
 
WOLFSPEED, INC.
MEETING DATE:  OCT 24, 2022
TICKER:  WOLF       SECURITY ID:  977852102
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Glenda M. Dorchak Management For For
1.2 Elect Director John C. Hodge Management For For
1.3 Elect Director Clyde R. Hosein Management For For
1.4 Elect Director Darren R. Jackson Management For For
1.5 Elect Director Duy-Loan T. Le Management For For
1.6 Elect Director Gregg A. Lowe Management For For
1.7 Elect Director John B. Replogle Management For For
1.8 Elect Director Marvin A. Riley Management For For
1.9 Elect Director Thomas H. Werner Management For For
2 Ratify PricewaterhouseCoopers LLP as Auditors Management For For
3 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For

VOTE SUMMARY REPORT
FIDELITY ADVISOR TECHNOLOGY FUND
07/01/2022 - 06/30/2023

Note:  The Security ID will be the CUSIP (Committee on Uniform Securities Identification Procedures) when available. When CUSIP is not available, an alternate identifier, e.g., CINS, will be provided.

 
AIRBNB, INC.
MEETING DATE:  JUN 01, 2023
TICKER:  ABNB       SECURITY ID:  009066101
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Nathan Blecharczyk Management For For
1.2 Elect Director Alfred Lin Management For For
2 Ratify PricewaterhouseCoopers LLP as Auditors Management For For
3 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
 
APPLE INC.
MEETING DATE:  MAR 10, 2023
TICKER:  AAPL       SECURITY ID:  037833100
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director James Bell Management For For
1b Elect Director Tim Cook Management For For
1c Elect Director Al Gore Management For For
1d Elect Director Alex Gorsky Management For For
1e Elect Director Andrea Jung Management For For
1f Elect Director Art Levinson Management For For
1g Elect Director Monica Lozano Management For For
1h Elect Director Ron Sugar Management For For
1i Elect Director Sue Wagner Management For For
2 Ratify Ernst & Young LLP as Auditors Management For For
3 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
4 Advisory Vote on Say on Pay Frequency Management One Year One Year
5 Report on Civil Rights and Non-Discrimination Audit Shareholder Against Against
6 Report on Operations in Communist China Shareholder Against Against
7 Adopt a Policy Establishing an Engagement Process with Proponents to Shareholder Proposals Shareholder Against Against
8 Report on Median Gender/Racial Pay Gap Shareholder Against For
9 Amend Proxy Access Right Shareholder Against Against
 
ASML HOLDING NV
MEETING DATE:  APR 26, 2023
TICKER:  ASML       SECURITY ID:  N07059202
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1 Open Meeting Management None None
2 Discuss the Company's Business, Financial Situation and Sustainability Management None None
3a Approve Remuneration Report Management For For
3b Adopt Financial Statements and Statutory Reports Management For For
3c Receive Explanation on Company's Reserves and Dividend Policy Management None None
3d Approve Dividends Management For For
4a Approve Discharge of Management Board Management For For
4b Approve Discharge of Supervisory Board Management For For
5 Approve Number of Shares for Management Board Management For For
6a Amend Remuneration Policy for the Supervisory Board Management For For
6b Amend Remuneration of the Members of the Supervisory Board Management For For
7 Receive Information on the Composition of the Management Board and Announce Intention to Appoint W.R. Allan to Management Board Management None None
8 Elect N.S. Andersen to Supervisory Board Management For For
8b Elect J.P. de Kreij to Supervisory Board Management For For
8c Discuss Composition of the Supervisory Board Management None None
9 Ratify PricewaterhouseCoopers Accountants N.V. as Auditors Management For For
10a Grant Board Authority to Issue Shares Up to 5 Percent of Issued Capital Plus Additional 5 Percent in Case of Merger or Acquisition Management For For
10b Authorize Board to Exclude Preemptive Rights from Share Issuances Management For For
11 Authorize Repurchase of Up to 10 Percent of Issued Share Capital Management For For
12 Authorize Cancellation of Repurchased Shares Management For For
13 Other Business (Non-Voting) Management None None
14 Close Meeting Management None None
 
BYTEDANCE LTD. (CAYMAN ISLANDS)
MEETING DATE:  SEP 27, 2022
TICKER:         SECURITY ID:  GIC936000
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1 Approve the Increase and Variation of the Authorized Share Capital of the Company Management For For
2 Re-Designate and Reclassify 64,169,727 Class A Ordinary Shares Held by Andromeda LP and 18,822,537 Class A Ordinary Shares Held by Omnipresent Investment L.P. as the Same Number of Class C Ordinary Shares Management For For
3 Approve the Amendment and Restatement of the Fourteenth M&AA by the Deletion in Their Entirety and Substitution in Their Place of the Fifteenth Amended and Restated Memorandum and Articles of Association Management For For
4 Approve the Performance by the Company of Its Obligations under the Fourteenth Amended Shareholders Agreement to Be Entered into among the Company, Douyin Group (HK) Ltd., Douyin Shijie Co., Ltd., Douyin Co., Ltd., Zhang Yiming, ByteTeam Ltd., and Others Management For For
5 Approve the Manner and Procedures of Repurchase by the Company of Its Shares Management For For
6 Approve the Amendment and Restatement of the Company's 2012 Stock Incentive Plan by the Deletion in Its Entirety and Substitution in Its Place of the Amended and Restated 2012 Stock Incentive Plan Management For For
 
CAPGEMINI SE
MEETING DATE:  MAY 16, 2023
TICKER:  CAP       SECURITY ID:  F4973Q101
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1 Approve Financial Statements and Statutory Reports Management For For
2 Approve Consolidated Financial Statements and Statutory Reports Management For For
3 Approve Allocation of Income and Dividends of EUR 3.25 per Share Management For For
4 Approve Auditors' Special Report on Related-Party Transactions Mentioning the Absence of New Transactions Management For For
5 Approve Compensation Report of Corporate Officers Management For For
6 Approve Compensation of Paul Hermelin, Chairman of the Board Management For For
7 Approve Compensation of Aiman Ezzat, CEO Management For For
8 Approve Remuneration Policy of Chairman of the Board Management For For
9 Approve Remuneration Policy of CEO Management For For
10 Approve Remuneration Policy of Directors Management For For
11 Elect Megan Clarken as Director Management For For
12 Elect Ulrica Fearn as Director Management For For
13 Authorize Repurchase of Up to 10 Percent of Issued Share Capital Management For For
14 Authorize up to 1.2 Percent of Issued Capital for Use in Restricted Stock Plans Under Performance Conditions Reserved for Employees and Corporate Officers Management For For
15 Authorize Capital Issuances for Use in Employee Stock Purchase Plans Management For For
16 Authorize Capital Issuances for Use in Employee Stock Purchase Plans Reserved for Employees of International Subsidiaries Management For For
17 Authorize Filing of Required Documents/Other Formalities Management For For
 
CISCO SYSTEMS, INC.
MEETING DATE:  DEC 08, 2022
TICKER:  CSCO       SECURITY ID:  17275R102
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director M. Michele Burns Management For For
1b Elect Director Wesley G. Bush Management For For
1c Elect Director Michael D. Capellas Management For For
1d Elect Director Mark Garrett Management For For
1e Elect Director John D. Harris, II Management For For
1f Elect Director Kristina M. Johnson Management For For
1g Elect Director Roderick C. McGeary Management For For
1h Elect Director Sarah Rae Murphy Management For For
1i Elect Director Charles H. Robbins Management For For
1j Elect Director Brenton L. Saunders Management For For
1k Elect Director Lisa T. Su Management For For
1l Elect Director Marianna Tessel Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Ratify PricewaterhouseCoopers LLP as Auditors Management For For
4 Report on Tax Transparency Set Forth in the Global Reporting Initiative's Tax Standard Shareholder Against Against
 
FLEX LTD.
MEETING DATE:  AUG 25, 2022
TICKER:  FLEX       SECURITY ID:  Y2573F102
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Revathi Advaithi Management For For
1b Elect Director Michael D. Capellas Management For For
1c Elect Director John D. Harris, II Management For For
1d Elect Director Michael E. Hurlston Management For For
1e Elect Director Erin L. McSweeney Management For For
1f Elect Director Marc A. Onetto Management For For
1g Elect Director Charles K. Stevens, III Management For For
1h Elect Director Lay Koon Tan Management For For
1i Elect Director Patrick J. Ward Management For For
1j Elect Director William D. Watkins Management For For
2 Approve Deloitte & Touche LLP as Auditors and Authorize Board to Fix Their Remuneration Management For For
3 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
4 Approve Issuance of Shares without Preemptive Rights Management For For
5 Authorize Share Repurchase Program Management For For
 
GENPACT LIMITED
MEETING DATE:  MAY 04, 2023
TICKER:  G       SECURITY ID:  G3922B107
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director N.V. "Tiger" Tyagarajan Management For For
1.2 Elect Director James Madden Management For For
1.3 Elect Director Ajay Agrawal Management For For
1.4 Elect Director Stacey Cartwright Management For For
1.5 Elect Director Laura Conigliaro Management For For
1.6 Elect Director Tamara Franklin Management For For
1.7 Elect Director Carol Lindstrom Management For For
1.8 Elect Director CeCelia Morken Management For For
1.9 Elect Director Brian Stevens Management For For
1.10 Elect Director Mark Verdi Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Advisory Vote on Say on Pay Frequency Management One Year One Year
4 Ratify KPMG Assurance and Consulting Services LLP as Auditors Management For For
 
GLOBALFOUNDRIES INC.
MEETING DATE:  JUL 25, 2022
TICKER:  GFS       SECURITY ID:  G39387108
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Thomas Caulfield Management For For
1.2 Elect Director Ahmed Saeed Al Calily Management For For
1.3 Elect Director Tim Breen Management For For
1.4 Elect Director Glenda Dorchak Management For For
2 Ratify KPMG LLP as Auditors Management For For
 
HUBSPOT, INC.
MEETING DATE:  JUN 06, 2023
TICKER:  HUBS       SECURITY ID:  443573100
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Nick Caldwell Management For For
1b Elect Director Claire Hughes Johnson Management For For
1c Elect Director Jay Simons Management For For
1d Elect Director Yamini Rangan Management For For
2 Ratify PricewaterhouseCoopers LLP as Auditors Management For For
3 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
4 Advisory Vote on Say on Pay Frequency Management One Year One Year
 
INTUIT INC.
MEETING DATE:  JAN 19, 2023
TICKER:  INTU       SECURITY ID:  461202103
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Eve Burton Management For For
1b Elect Director Scott D. Cook Management For For
1c Elect Director Richard L. Dalzell Management For For
1d Elect Director Sasan K. Goodarzi Management For For
1e Elect Director Deborah Liu Management For For
1f Elect Director Tekedra Mawakana Management For For
1g Elect Director Suzanne Nora Johnson Management For For
1h Elect Director Thomas Szkutak Management For For
1i Elect Director Raul Vazquez Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Ratify Ernst & Young LLP as Auditors Management For For
4 Amend Qualified Employee Stock Purchase Plan Management For For
 
IONQ, INC.
MEETING DATE:  JUN 29, 2023
TICKER:  IONQ       SECURITY ID:  HEB507000
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Ronald Bernal Management For Withhold
1.2 Elect Director Kathryn Chou Management For Withhold
1.3 Elect Director Harry You Management For Withhold
2 Ratify Ernst & Young LLP as Auditors Management For For
 
LG CHEM LTD.
MEETING DATE:  MAR 28, 2023
TICKER:  051910       SECURITY ID:  Y52758102
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1 Approve Financial Statements and Allocation of Income Management For For
2 Elect Cheon Gyeong-hun as Outside Director Management For For
3 Elect Cheon Gyeong-hun as a Member of Audit Committee Management For For
4 Approve Total Remuneration of Inside Directors and Outside Directors Management For For
 
LYFT, INC.
MEETING DATE:  JUN 15, 2023
TICKER:  LYFT       SECURITY ID:  55087P104
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Logan Green Management For For
1.2 Elect Director David Risher Management For For
1.3 Elect Director Dave Stephenson Management For For
2 Ratify PricewaterhouseCoopers LLP as Auditors Management For For
3 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
 
MARVELL TECHNOLOGY, INC.
MEETING DATE:  JUN 16, 2023
TICKER:  MRVL       SECURITY ID:  573874104
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Sara Andrews Management For For
1b Elect Director W. Tudor Brown Management For For
1c Elect Director Brad W. Buss Management For For
1d Elect Director Rebecca W. House Management For For
1e Elect Director Marachel L. Knight Management For For
1f Elect Director Matthew J. Murphy Management For For
1g Elect Director Michael G. Strachan Management For For
1h Elect Director Robert E. Switz Management For For
1i Elect Director Ford Tamer Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Advisory Vote on Say on Pay Frequency Management One Year One Year
4 Ratify Deloitte & Touche LLP as Auditors Management For For
 
MASTERCARD INCORPORATED
MEETING DATE:  JUN 27, 2023
TICKER:  MA       SECURITY ID:  57636Q104
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Merit E. Janow Management For For
1b Elect Director Candido Bracher Management For For
1c Elect Director Richard K. Davis Management For For
1d Elect Director Julius Genachowski Management For For
1e Elect Director Choon Phong Goh Management For For
1f Elect Director Oki Matsumoto Management For For
1g Elect Director Michael Miebach Management For For
1h Elect Director Youngme Moon Management For For
1i Elect Director Rima Qureshi Management For For
1j Elect Director Gabrielle Sulzberger Management For For
1k Elect Director Harit Talwar Management For For
1l Elect Director Lance Uggla Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Advisory Vote on Say on Pay Frequency Management One Year One Year
4 Approve Qualified Employee Stock Purchase Plan Management For For
5 Ratify PricewaterhouseCoopers LLP as Auditors Management For For
6 Report on Overseeing Risks Related to Discrimination Shareholder Against Against
7 Report on Establishing Merchant Category Code for Gun and Ammunition Stores Shareholder Against Against
8 Report on Lobbying Payments and Policy Shareholder Against Against
9 Amend Bylaws to Require Shareholder Approval of Certain Provisions Related to Director Nominations by Shareholders Shareholder Against Against
10 Report on Cost-Benefit Analysis of Diversity and Inclusion Efforts Shareholder Against Against
 
MICROCHIP TECHNOLOGY INCORPORATED
MEETING DATE:  AUG 23, 2022
TICKER:  MCHP       SECURITY ID:  595017104
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Matthew W. Chapman Management For For
1.2 Elect Director Esther L. Johnson Management For For
1.3 Elect Director Karlton D. Johnson Management For For
1.4 Elect Director Wade F. Meyercord Management For For
1.5 Elect Director Ganesh Moorthy Management For For
1.6 Elect Director Karen M. Rapp Management For For
1.7 Elect Director Steve Sanghi Management For For
2 Ratify Ernst & Young LLP as Auditors Management For For
3 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
 
MICROSOFT CORPORATION
MEETING DATE:  DEC 13, 2022
TICKER:  MSFT       SECURITY ID:  594918104
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Reid G. Hoffman Management For For
1.2 Elect Director Hugh F. Johnston Management For For
1.3 Elect Director Teri L. List Management For For
1.4 Elect Director Satya Nadella Management For For
1.5 Elect Director Sandra E. Peterson Management For For
1.6 Elect Director Penny S. Pritzker Management For For
1.7 Elect Director Carlos A. Rodriguez Management For For
1.8 Elect Director Charles W. Scharf Management For For
1.9 Elect Director John W. Stanton Management For For
1.10 Elect Director John W. Thompson Management For For
1.11 Elect Director Emma N. Walmsley Management For For
1.12 Elect Director Padmasree Warrior Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Ratify Deloitte & Touche LLP as Auditors Management For For
4 Report on Cost/Benefit Analysis of Diversity and Inclusion Shareholder Against Against
5 Report on Hiring of Persons with Arrest or Incarceration Records Shareholder Against Against
6 Assess and Report on the Company's Retirement Funds' Management of Systemic Climate Risk Shareholder Against Against
7 Report on Government Use of Microsoft Technology Shareholder Against Against
8 Report on Development of Products for Military Shareholder Against Against
9 Report on Tax Transparency Shareholder Against Against
 
MONGODB, INC.
MEETING DATE:  JUN 27, 2023
TICKER:  MDB       SECURITY ID:  60937P106
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Archana Agrawal Management For For
1.2 Elect Director Hope Cochran Management For For
1.3 Elect Director Dwight Merriman Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Ratify PricewaterhouseCoopers LLP as Auditors Management For For
 
NETFLIX, INC.
MEETING DATE:  JUN 01, 2023
TICKER:  NFLX       SECURITY ID:  64110L106
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Mathias Dopfner Management For For
1b Elect Director Reed Hastings Management For For
1c Elect Director Jay C. Hoag Management For For
1d Elect Director Ted Sarandos Management For For
2 Ratify Ernst & Young LLP as Auditors Management For For
3 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
4 Advisory Vote on Say on Pay Frequency Management One Year One Year
5 Amend Right to Call Special Meeting Shareholder Against Against
6 Adopt Policy Prohibiting Directors from Simultaneously Sitting on the Board of Directors of Any Other Company Shareholder Against Against
7 Report on Climate Risk in Retirement Plan Options Shareholder Against Against
8 Adopt and Disclose a Freedom of Association and Collective Bargaining Policy Shareholder Against Against
 
NVIDIA CORPORATION
MEETING DATE:  JUN 22, 2023
TICKER:  NVDA       SECURITY ID:  67066G104
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Robert K. Burgess Management For For
1b Elect Director Tench Coxe Management For For
1c Elect Director John O. Dabiri Management For For
1d Elect Director Persis S. Drell Management For For
1e Elect Director Jen-Hsun Huang Management For For
1f Elect Director Dawn Hudson Management For For
1g Elect Director Harvey C. Jones Management For For
1h Elect Director Michael G. McCaffery Management For For
1i Elect Director Stephen C. Neal Management For For
1j Elect Director Mark L. Perry Management For For
1k Elect Director A. Brooke Seawell Management For For
1l Elect Director Aarti Shah Management For For
1m Elect Director Mark A. Stevens Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Advisory Vote on Say on Pay Frequency Management One Year One Year
4 Ratify PricewaterhouseCoopers LLP as Auditors Management For For
 
NXP SEMICONDUCTORS N.V.
MEETING DATE:  MAY 24, 2023
TICKER:  NXPI       SECURITY ID:  N6596X109
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1 Adopt Financial Statements and Statutory Reports Management For For
2 Approve Discharge of Board Members Management For For
3a Reelect Kurt Sievers as Executive Director Management For For
3b Reelect Annette Clayton as Non-Executive Director Management For For
3c Reelect Anthony Foxx as Non-Executive Director Management For For
3d Reelect Chunyuan Gu as Non-Executive Director Management For For
3e Reelect Lena Olving as Non-Executive Director Management For For
3f Reelect Julie Southern as Non-Executive Director Management For For
3g Reelect Jasmin Staiblin as Non-Executive Director Management For For
3h Reelect Gregory Summe as Non-Executive Director Management For For
3i Reelect Karl-Henrik Sundstrom as Non-Executive Director Management For For
3j Reelect Moshe Gavrielov as Non-Executive Director Management For For
4 Grant Board Authority to Issue Shares Up To 10 Percent of Issued Capital Management For For
5 Authorize Board to Exclude Preemptive Rights from Share Issuances Management For For
6 Authorize Share Repurchase Program Management For For
7 Approve Cancellation of Ordinary Shares Management For For
8 Ratify Ernst & Young Accountants LLP as Auditors Management For For
9 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
 
OKTA, INC.
MEETING DATE:  JUN 22, 2023
TICKER:  OKTA       SECURITY ID:  679295105
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Shellye Archambeau Management For For
1.2 Elect Director Robert L. Dixon, Jr. Management For For
1.3 Elect Director Benjamin Horowitz Management For For
2 Ratify Ernst & Young LLP as Auditors Management For For
3 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
 
ON SEMICONDUCTOR CORPORATION
MEETING DATE:  MAY 18, 2023
TICKER:  ON       SECURITY ID:  682189105
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Atsushi Abe Management For For
1b Elect Director Alan Campbell Management For For
1c Elect Director Susan K. Carter Management For For
1d Elect Director Thomas L. Deitrich Management For For
1e Elect Director Hassane El-Khoury Management For For
1f Elect Director Bruce E. Kiddoo Management For For
1g Elect Director Paul A. Mascarenas Management For For
1h Elect Director Gregory Waters Management For For
1i Elect Director Christine Y. Yan Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Advisory Vote on Say on Pay Frequency Management One Year One Year
4 Ratify PricewaterhouseCoopers LLP as Auditors Management For For
 
PAYCOM SOFTWARE, INC.
MEETING DATE:  MAY 01, 2023
TICKER:  PAYC       SECURITY ID:  70432V102
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Sharen J. Turney Management For For
1.2 Elect Director J.C. Watts, Jr. Management For For
2 Ratify Grant Thornton LLP as Auditors Management For For
3 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
4 Approve Omnibus Stock Plan Management For For
5 Amend Certificate of Incorporation to Limit the Personal Liability of Certain Officers Management For For
6 Require a Majority Vote for the Election of Directors Shareholder Against Against
 
PINE LABS LTD.
MEETING DATE:  NOV 29, 2022
TICKER:         SECURITY ID:  HHF589000
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1 Adopt Financial Statements and Directors' and Auditors' Reports Management For For
2 Approve Directors' Fees and Other Remuneration Management For For
3 Approve Teo Liang Chye PAC as Auditors Management For For
4 Approve Issuance and Allotment of Ordinary Shares Management For For
5 Approve Issuance and Allotment of ESOP(s) Management For For
1 Authorize Share Repurchase Program Management For For
 
PINE LABS LTD.
MEETING DATE:  NOV 29, 2022
TICKER:         SECURITY ID:  HHF590000
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1 Adopt Financial Statements and Directors' and Auditors' Reports Management For For
2 Approve Directors' Fees and Other Remuneration Management For For
3 Approve Teo Liang Chye PAC as Auditors Management For For
4 Approve Issuance and Allotment of Ordinary Shares Management For For
5 Approve Issuance and Allotment of ESOP(s) Management For For
1 Authorize Share Repurchase Program Management For For
 
PINE LABS LTD.
MEETING DATE:  NOV 29, 2022
TICKER:         SECURITY ID:  HHF591000
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1 Adopt Financial Statements and Directors' and Auditors' Reports Management For For
2 Approve Directors' Fees and Other Remuneration Management For For
3 Approve Teo Liang Chye PAC as Auditors Management For For
4 Approve Issuance and Allotment of Ordinary Shares Management For For
5 Approve Issuance and Allotment of ESOP(s) Management For For
1 Authorize Share Repurchase Program Management For For
 
PINE LABS LTD.
MEETING DATE:  NOV 29, 2022
TICKER:         SECURITY ID:  HHF592000
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1 Adopt Financial Statements and Directors' and Auditors' Reports Management For For
2 Approve Directors' Fees and Other Remuneration Management For For
3 Approve Teo Liang Chye PAC as Auditors Management For For
4 Approve Issuance and Allotment of Ordinary Shares Management For For
5 Approve Issuance and Allotment of ESOP(s) Management For For
1 Authorize Share Repurchase Program Management For For
 
PINE LABS LTD.
MEETING DATE:  NOV 29, 2022
TICKER:         SECURITY ID:  HHF595000
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1 Adopt Financial Statements and Directors' and Auditors' Reports Management For For
2 Approve Directors' Fees and Other Remuneration Management For For
3 Approve Teo Liang Chye PAC as Auditors Management For For
4 Approve Issuance and Allotment of Ordinary Shares Management For For
5 Approve Issuance and Allotment of ESOP(s) Management For For
1 Authorize Share Repurchase Program Management For For
 
PINE LABS LTD.
MEETING DATE:  NOV 29, 2022
TICKER:         SECURITY ID:  HHF597000
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1 Adopt Financial Statements and Directors' and Auditors' Reports Management For For
2 Approve Directors' Fees and Other Remuneration Management For For
3 Approve Teo Liang Chye PAC as Auditors Management For For
4 Approve Issuance and Allotment of Ordinary Shares Management For For
5 Approve Issuance and Allotment of ESOP(s) Management For For
1 Authorize Share Repurchase Program Management For For
 
PINE LABS LTD.
MEETING DATE:  NOV 29, 2022
TICKER:         SECURITY ID:  HHF599000
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1 Adopt Financial Statements and Directors' and Auditors' Reports Management For For
2 Approve Directors' Fees and Other Remuneration Management For For
3 Approve Teo Liang Chye PAC as Auditors Management For For
4 Approve Issuance and Allotment of Ordinary Shares Management For For
5 Approve Issuance and Allotment of ESOP(s) Management For For
1 Authorize Share Repurchase Program Management For For
 
PINE LABS LTD.
MEETING DATE:  NOV 29, 2022
TICKER:         SECURITY ID:  HHF600000
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1 Adopt Financial Statements and Directors' and Auditors' Reports Management For For
2 Approve Directors' Fees and Other Remuneration Management For For
3 Approve Teo Liang Chye PAC as Auditors Management For For
4 Approve Issuance and Allotment of Ordinary Shares Management For For
5 Approve Issuance and Allotment of ESOP(s) Management For For
1 Authorize Share Repurchase Program Management For For
 
RELIANCE INDUSTRIES LTD.
MEETING DATE:  AUG 29, 2022
TICKER:  500325       SECURITY ID:  Y72596102
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Accept Standalone Financial Statements and Statutory Reports Management For For
1b Accept Consolidated Financial Statements and Statutory Reports Management For For
2 Approve Dividend Management For For
3 Reelect Nita M. Ambani as Director Management For Against
4 Reelect Hital R. Meswani as Director Management For Against
5 Approve Deloitte Haskins & Sells LLP, Chartered Accountants as Auditors and Authorize Board to Fix Their Remuneration Management For For
6 Approve Reappointment and Remuneration of Nikhil R. Meswani as a Whole-time Driector Management For Against
7 Elect K. V. Chowdary as Director Management For For
8 Approve Remuneration of Cost Auditors Management For For
9 Amend Object Clause of the Memorandum of Association Management For For
10 Approve Material Related Party Transactions of the Company Management For For
11 Approve Material Related Party Transactions of Subsidiaries of the Company Management For For
 
SALESFORCE, INC.
MEETING DATE:  JUN 08, 2023
TICKER:  CRM       SECURITY ID:  79466L302
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Marc Benioff Management For For
1b Elect Director Laura Alber Management For For
1c Elect Director Craig Conway Management For For
1d Elect Director Arnold Donald Management For For
1e Elect Director Parker Harris Management For For
1f Elect Director Neelie Kroes Management For For
1g Elect Director Sachin Mehra Management For For
1h Elect Director G. Mason Morfit Management For For
1i Elect Director Oscar Munoz Management For For
1j Elect Director John V. Roos Management For For
1k Elect Director Robin Washington Management For For
1l Elect Director Maynard Webb Management For For
1m Elect Director Susan Wojcicki Management For For
2 Amend Omnibus Stock Plan Management For For
3 Ratify Ernst & Young LLP as Auditors Management For For
4 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
5 Advisory Vote on Say on Pay Frequency Management One Year One Year
6 Require Independent Board Chair Shareholder Against Against
7 Adopt Policy Prohibiting Directors from Simultaneously Sitting on the Board of Directors of Any Other Company Shareholder Against Against
 
SERVICENOW, INC.
MEETING DATE:  JUN 01, 2023
TICKER:  NOW       SECURITY ID:  81762P102
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Susan L. Bostrom Management For Against
1b Elect Director Teresa Briggs Management For For
1c Elect Director Jonathan C. Chadwick Management For For
1d Elect Director Paul E. Chamberlain Management For For
1e Elect Director Lawrence J. Jackson, Jr. Management For For
1f Elect Director Frederic B. Luddy Management For For
1g Elect Director William R. McDermott Management For For
1h Elect Director Jeffrey A. Miller Management For Against
1i Elect Director Joseph 'Larry' Quinlan Management For For
1j Elect Director Anita M. Sands Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For Against
3 Ratify PricewaterhouseCoopers LLP as Auditors Management For For
4 Amend Omnibus Stock Plan Management For For
5 Elect Director Deborah Black Management For For
 
SHOPIFY INC.
MEETING DATE:  JUN 27, 2023
TICKER:  SHOP       SECURITY ID:  82509L107
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1A Elect Director Tobias Lutke Management For For
1B Elect Director Robert Ashe Management For Against
1C Elect Director Gail Goodman Management For Against
1D Elect Director Colleen Johnston Management For For
1E Elect Director Jeremy Levine Management For For
1F Elect Director Toby Shannan Management For For
1G Elect Director Fidji Simo Management For Against
1H Elect Director Bret Taylor Management For For
2 Approve PricewaterhouseCoopers LLP as Auditors and Authorize Board to Fix Their Remuneration Management For For
3 Advisory Vote on Executive Compensation Approach Management For Against
 
SPLUNK INC.
MEETING DATE:  JUN 21, 2023
TICKER:  SPLK       SECURITY ID:  848637104
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Patricia Morrison Management For For
1b Elect Director David Tunnell Management For For
1c Elect Director Dennis L. Via Management For For
1d Elect Director Luis Visoso Management For For
2 Ratify PricewaterhouseCoopers LLP as Auditors Management For For
3 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
4 Amend Omnibus Stock Plan Management For Against
 
TAIWAN SEMICONDUCTOR MANUFACTURING CO., LTD.
MEETING DATE:  JUN 06, 2023
TICKER:  2330       SECURITY ID:  Y84629107
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1 Approve Business Operations Report and Financial Statements Management For For
2 Approve Issuance of Restricted Stocks Management For For
3 Amend Procedures for Endorsement and Guarantees Management For For
4 Amend the Name of Audit Committee in the Policies (I)Procedures for Acquisition or Disposal of Assets (II)Procedures for Financial Derivatives Transactions (III)Procedures for Lending Funds to Other Parties (IV)Procedures for Endorsement and Guarantee Management For For
 
TENABLE HOLDINGS, INC.
MEETING DATE:  MAY 24, 2023
TICKER:  TENB       SECURITY ID:  88025T102
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director John C. Huffard, Jr. Management For For
1.2 Elect Director A. Brooke Seawell Management For For
1.3 Elect Director Raymond Vicks, Jr. Management For For
2 Ratify Ernst & Young LLP as Auditors Management For For
3 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
 
TERADYNE, INC.
MEETING DATE:  MAY 12, 2023
TICKER:  TER       SECURITY ID:  880770102
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Timothy E. Guertin Management For For
1b Elect Director Peter Herweck Management For For
1c Elect Director Mercedes Johnson Management For For
1d Elect Director Ernest E. Maddock Management For For
1e Elect Director Marilyn Matz Management For For
1f Elect Director Gregory S. Smith Management For For
1g Elect Director Ford Tamer Management For For
1h Elect Director Paul J. Tufano Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Advisory Vote on Say on Pay Frequency Management One Year One Year
4 Ratify PricewaterhouseCoopers LLP as Auditors Management For For
 
TWILIO INC.
MEETING DATE:  JUN 13, 2023
TICKER:  TWLO       SECURITY ID:  90138F102
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Charles Bell Management For For
1.2 Elect Director Jeffrey Immelt Management For For
1.3 Elect Director Erika Rottenberg Management For For
2 Ratify KPMG LLP as Auditors Management For For
3 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
 
UBER TECHNOLOGIES, INC.
MEETING DATE:  MAY 08, 2023
TICKER:  UBER       SECURITY ID:  90353T100
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Ronald Sugar Management For For
1b Elect Director Revathi Advaithi Management For For
1c Elect Director Ursula Burns Management For For
1d Elect Director Robert Eckert Management For For
1e Elect Director Amanda Ginsberg Management For For
1f Elect Director Dara Khosrowshahi Management For For
1g Elect Director Wan Ling Martello Management For For
1h Elect Director John Thain Management For For
1i Elect Director David I. Trujillo Management For For
1j Elect Director Alexander Wynaendts Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Ratify PricewaterhouseCoopers LLP as Auditors Management For For
4 Commission a Third-Party Audit on Driver Health and Safety Shareholder Against Against
 
VISA INC.
MEETING DATE:  JAN 24, 2023
TICKER:  V       SECURITY ID:  92826C839
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Lloyd A. Carney Management For For
1b Elect Director Kermit R. Crawford Management For For
1c Elect Director Francisco Javier Fernandez-Carbajal Management For For
1d Elect Director Alfred F. Kelly, Jr. Management For For
1e Elect Director Ramon Laguarta Management For For
1f Elect Director Teri L. List Management For For
1g Elect Director John F. Lundgren Management For For
1h Elect Director Denise M. Morrison Management For For
1i Elect Director Linda J. Rendle Management For For
1j Elect Director Maynard G. Webb, Jr. Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Advisory Vote on Say on Pay Frequency Management One Year One Year
4 Ratify KPMG LLP as Auditors Management For For
5 Require Independent Board Chair Shareholder Against Against

VOTE SUMMARY REPORT
FIDELITY ADVISOR UTILITIES FUND
07/01/2022 - 06/30/2023

Note:  The Security ID will be the CUSIP (Committee on Uniform Securities Identification Procedures) when available. When CUSIP is not available, an alternate identifier, e.g., CINS, will be provided.

 
AMERICAN WATER WORKS COMPANY, INC.
MEETING DATE:  MAY 10, 2023
TICKER:  AWK       SECURITY ID:  030420103
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Jeffrey N. Edwards Management For For
1b Elect Director Martha Clark Goss Management For For
1c Elect Director M. Susan Hardwick Management For For
1d Elect Director Kimberly J. Harris Management For For
1e Elect Director Laurie P. Havanec Management For For
1f Elect Director Julia L. Johnson Management For For
1g Elect Director Patricia L. Kampling Management For For
1h Elect Director Karl F. Kurz Management For For
1i Elect Director Michael L. Marberry Management For For
1j Elect Director James G. Stavridis Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Advisory Vote on Say on Pay Frequency Management One Year One Year
4 Ratify PricewaterhouseCoopers LLP as Auditors Management For For
5 Oversee and Report a Racial Equity Audit Shareholder Against Against
 
AVANGRID, INC.
MEETING DATE:  JUL 20, 2022
TICKER:  AGR       SECURITY ID:  05351W103
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Ignacio S. Galan Management For For
1.2 Elect Director John Baldacci Management For For
1.3 Elect Director Pedro Azagra Blazquez Management For For
1.4 Elect Director Daniel Alcain Lopez Management For For
1.5 Elect Director Maria Fatima Banez Garcia Management For For
1.6 Elect Director Robert Duffy Management For For
1.7 Elect Director Teresa Herbert Management For For
1.8 Elect Director Patricia Jacobs Management For For
1.9 Elect Director John Lahey Management For For
1.10 Elect Director Jose Angel Marra Rodriguez Management For For
1.11 Elect Director Santiago Martinez Garrido Management For For
1.12 Elect Director Jose Sainz Armada Management For For
1.13 Elect Director Alan Solomont Management For For
1.14 Elect Director Camille Joseph Varlack Management For For
2 Ratify KPMG LLP as Auditors Management For For
3 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
4 Advisory Vote on Say on Pay Frequency Management One Year One Year
 
CLEARWAY ENERGY, INC.
MEETING DATE:  APR 27, 2023
TICKER:  CWEN       SECURITY ID:  18539C105
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Jonathan Bram Management For For
1.2 Elect Director Nathaniel Anschuetz Management For For
1.3 Elect Director Emmanuel Barrois Management For For
1.4 Elect Director Brian R. Ford Management For Withhold
1.5 Elect Director Guillaume Hediard Management For For
1.6 Elect Director Jennifer Lowry Management For For
1.7 Elect Director Bruce MacLennan Management For For
1.8 Elect Director Daniel B. More Management For Withhold
1.9 Elect Director E. Stanley O'Neal Management For For
1.10 Elect Director Christopher S. Sotos Management For For
1.11 Elect Director Vincent Stoquart Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Advisory Vote on Say on Pay Frequency Management One Year One Year
4 Ratify Ernst & Young LLP as Auditors Management For For
 
CONSTELLATION ENERGY CORPORATION
MEETING DATE:  APR 25, 2023
TICKER:  CEG       SECURITY ID:  21037T109
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Joseph Dominguez Management For For
1.2 Elect Director Julie Holzrichter Management For For
1.3 Elect Director Ashish Khandpur Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Advisory Vote on Say on Pay Frequency Management One Year One Year
4 Ratify PricewaterhouseCoopers LLP as Auditors Management For For
 
DOMINION ENERGY, INC.
MEETING DATE:  MAY 10, 2023
TICKER:  D       SECURITY ID:  25746U109
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1A Elect Director James A. Bennett Management For For
1B Elect Director Robert M. Blue Management For For
1C Elect Director D. Maybank Hagood Management For For
1D Elect Director Ronald W. Jibson Management For For
1E Elect Director Mark J. Kington Management For For
1F Elect Director Kristin G. Lovejoy Management For For
1G Elect Director Joseph M. Rigby Management For For
1H Elect Director Pamela J. Royal Management For For
1I Elect Director Robert H. Spilman, Jr. Management For For
1J Elect Director Susan N. Story Management For For
1K Elect Director Michael E. Szymanczyk Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Advisory Vote on Say on Pay Frequency Management One Year One Year
4 Ratify Deloitte & Touche LLP as Auditors Management For For
5 Amend Right to Call Special Meeting Management For For
6 Amend Advance Notice Provisions for Director Nominations Management For For
7 Require Independent Board Chair Shareholder Against Against
 
DUKE ENERGY CORPORATION
MEETING DATE:  MAY 04, 2023
TICKER:  DUK       SECURITY ID:  26441C204
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Derrick Burks Management For For
1b Elect Director Annette K. Clayton Management For For
1c Elect Director Theodore F. Craver, Jr. Management For For
1d Elect Director Robert M. Davis Management For For
1e Elect Director Caroline Dorsa Management For For
1f Elect Director W. Roy Dunbar Management For For
1g Elect Director Nicholas C. Fanandakis Management For For
1h Elect Director Lynn J. Good Management For For
1i Elect Director John T. Herron Management For For
1j Elect Director Idalene F. Kesner Management For For
1k Elect Director E. Marie McKee Management For For
1l Elect Director Michael J. Pacilio Management For For
1m Elect Director Thomas E. Skains Management For For
1n Elect Director William E. Webster, Jr. Management For For
2 Ratify Deloitte & Touche LLP as Auditors Management For For
3 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
4 Advisory Vote on Say on Pay Frequency Management One Year One Year
5 Approve Omnibus Stock Plan Management For For
6 Adopt Simple Majority Vote Shareholder None For
7 Create a Committee to Evaluate Decarbonization Risk Shareholder Against Against
 
EDISON INTERNATIONAL
MEETING DATE:  APR 27, 2023
TICKER:  EIX       SECURITY ID:  281020107
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Jeanne Beliveau-Dunn Management For For
1b Elect Director Michael C. Camunez Management For For
1c Elect Director Vanessa C.L. Chang Management For For
1d Elect Director James T. Morris Management For For
1e Elect Director Timothy T. O'Toole Management For For
1f Elect Director Pedro J. Pizarro Management For For
1g Elect Director Marcy L. Reed Management For For
1h Elect Director Carey A. Smith Management For For
1i Elect Director Linda G. Stuntz Management For For
1j Elect Director Peter J. Taylor Management For For
1k Elect Director Keith Trent Management For For
2 Ratify PricewaterhouseCoopers LLP as Auditors Management For For
3 Advisory Vote on Say on Pay Frequency Management One Year One Year
4 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
 
ENEL SPA
MEETING DATE:  MAY 10, 2023
TICKER:  ENEL       SECURITY ID:  T3679P115
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1 Accept Financial Statements and Statutory Reports Management For For
2 Approve Allocation of Income Management For For
3 Authorize Share Repurchase Program and Reissuance of Repurchased Shares Management For For
4 Fix Number of Directors Management For For
5 Fix Board Terms for Directors Management For For
6.1 Slate 1 Submitted by Ministry of Economy and Finance Shareholder None For
6.2 Slate 2 Submitted by Institutional Investors (Assogestioni) Shareholder None Against
6.3 Slate 3 Submitted by Covalis Capital LLP and Covalis (Gibraltar) Ltd. Shareholder None Against
7.1 Elect Paolo Scaroni as Board Chair Shareholder None For
7.2 Elect Marco Mazzucchelli as Board Chair Shareholder None Against
8 Approve Remuneration of Directors Management For For
9 Approve Long Term Incentive Plan 2023 Management For For
10.1 Approve Remuneration Policy Management For For
10.2 Approve Second Section of the Remuneration Report Management For For
A Deliberations on Possible Legal Action Against Directors if Presented by Shareholders Management None Against
 
ENTERGY CORPORATION
MEETING DATE:  MAY 05, 2023
TICKER:  ETR       SECURITY ID:  29364G103
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Gina F. Adams Management For For
1b Elect Director John H. Black Management For For
1c Elect Director John R. Burbank Management For For
1d Elect Director Patrick J. Condon Management For For
1e Elect Director Kirkland H. Donald Management For For
1f Elect Director Brian W. Ellis Management For For
1g Elect Director Philip L. Frederickson Management For For
1h Elect Director M. Elise Hyland Management For For
1i Elect Director Stuart L. Levenick Management For For
1j Elect Director Blanche Lambert Lincoln Management For For
1k Elect Director Andrew S. Marsh Management For For
1l Elect Director Karen A. Puckett Management For For
2 Ratify Deloitte & Touche LLP as Auditors Management For For
3 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
4 Advisory Vote on Say on Pay Frequency Management One Year One Year
5 Amend Omnibus Stock Plan Management For For
6 Amend Certificate of Incorporation to Allow Exculpation of Officers Management For For
 
EXELON CORPORATION
MEETING DATE:  APR 25, 2023
TICKER:  EXC       SECURITY ID:  30161N101
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Anthony Anderson Management For For
1b Elect Director W. Paul Bowers Management For For
1c Elect Director Calvin G. Butler, Jr. Management For For
1d Elect Director Marjorie Rodgers Cheshire Management For For
1e Elect Director Linda Jojo Management For For
1f Elect Director Charisse Lillie Management For For
1g Elect Director Matthew Rogers Management For For
1h Elect Director John Young Management For For
2 Ratify PricewaterhouseCoopers LLP as Auditors Management For For
3 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
4 Advisory Vote on Say on Pay Frequency Management One Year One Year
 
FIRSTENERGY CORPORATION
MEETING DATE:  MAY 24, 2023
TICKER:  FE       SECURITY ID:  337932107
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Jana T. Croom Management For For
1.2 Elect Director Steven J. Demetriou Management For For
1.3 Elect Director Lisa Winston Hicks Management For For
1.4 Elect Director Paul Kaleta Management For For
1.5 Elect Director Sean T. Klimczak Management For For
1.6 Elect Director Jesse A. Lynn Management For For
1.7 Elect Director James F. O'Neil, III Management For For
1.8 Elect Director John W. Somerhalder, II Management For For
1.9 Elect Director Andrew Teno Management For For
1.10 Elect Director Leslie M. Turner Management For For
1.11 Elect Director Melvin Williams Management For For
2 Ratify PricewaterhouseCoopers LLP as Auditors Management For For
3 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
4 Advisory Vote on Say on Pay Frequency Management One Year One Year
5 Reduce Ownership Threshold for Shareholders to Call Special Meeting to 20% Management For For
6 Submit Severance Agreement (Change-in-Control) to Shareholder Vote Shareholder Against Against
7 Establish a New Board Committee on Decarbonization Risk Shareholder Against Against
 
FLUENCE ENERGY, INC.
MEETING DATE:  MAR 20, 2023
TICKER:  FLNC       SECURITY ID:  34379V103
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Cynthia Arnold Management For For
1.2 Elect Director Herman Bulls Management For For
1.3 Elect Director Emma Falck Management For For
1.4 Elect Director Ricardo Falu Management For For
1.5 Elect Director Elizabeth Fessenden Management For For
1.6 Elect Director Harald von Heynitz Management For For
1.7 Elect Director Barbara Humpton Management For Withhold
1.8 Elect Director Axel Meier Management For For
1.9 Elect Director Tish Mendoza Management For For
1.10 Elect Director Julian Nebreda Management For For
1.11 Elect Director John Christopher Shelton Management For For
1.12 Elect Director Simon James Smith Management For For
2 Ratify Ernst & Young LLP as Auditors Management For For
 
NEXTERA ENERGY PARTNERS, LP
MEETING DATE:  APR 24, 2023
TICKER:  NEP       SECURITY ID:  65341B106
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Susan D. Austin Management For For
1b Elect Director Robert J. Byrne Management For For
1c Elect Director John W. Ketchum Management For For
1d Elect Director Peter H. Kind Management For For
2 Ratify Deloitte & Touche LLP as Auditors Management For For
3 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
4 Advisory Vote on Say on Pay Frequency Management One Year One Year
 
NEXTERA ENERGY, INC.
MEETING DATE:  MAY 18, 2023
TICKER:  NEE       SECURITY ID:  65339F101
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Nicole S. Arnaboldi Management For For
1b Elect Director Sherry S. Barrat Management For For
1c Elect Director James L. Camaren Management For For
1d Elect Director Kenneth B. Dunn Management For For
1e Elect Director Naren K. Gursahaney Management For For
1f Elect Director Kirk S. Hachigian Management For For
1g Elect Director John W. Ketchum Management For For
1h Elect Director Amy B. Lane Management For For
1i Elect Director David L. Porges Management For For
1j Elect Director Deborah "Dev" Stahlkopf Management For For
1k Elect Director John A. Stall Management For For
1l Elect Director Darryl L. Wilson Management For For
2 Ratify Deloitte & Touche as Auditors Management For For
3 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
4 Advisory Vote on Say on Pay Frequency Management One Year One Year
5 Disclose Board Skills and Diversity Matrix Shareholder Against Against
 
NISOURCE INC.
MEETING DATE:  MAY 23, 2023
TICKER:  NI       SECURITY ID:  65473P105
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Peter A. Altabef Management For For
1b Elect Director Sondra L. Barbour Management For For
1c Elect Director Theodore H. Bunting, Jr. Management For For
1d Elect Director Eric L. Butler Management For For
1e Elect Director Aristides S. Candris Management For For
1f Elect Director Deborah A. Henretta Management For For
1g Elect Director Deborah A. P. Hersman Management For For
1h Elect Director Michael E. Jesanis Management For For
1i Elect Director William D. Johnson Management For For
1j Elect Director Kevin T. Kabat Management For For
1k Elect Director Cassandra S. Lee Management For For
1l Elect Director Lloyd M. Yates Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Advisory Vote on Say on Pay Frequency Management One Year One Year
4 Ratify Deloitte & Touche LLP as Auditors Management For For
5 Increase Authorized Common Stock Management For For
6 Require Independent Board Chair Shareholder Against Against
 
OGE ENERGY CORP.
MEETING DATE:  MAY 18, 2023
TICKER:  OGE       SECURITY ID:  670837103
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Frank A. Bozich Management For For
1b Elect Director Peter D. Clarke Management For For
1c Elect Director Cathy R. Gates Management For For
1d Elect Director David L. Hauser Management For For
1e Elect Director Luther C. Kissam, IV Management For For
1f Elect Director Judy R. McReynolds Management For For
1g Elect Director David E. Rainbolt Management For For
1h Elect Director J. Michael Sanner Management For For
1i Elect Director Sheila G. Talton Management For For
1j Elect Director Sean Trauschke Management For For
2 Ratify Ernst & Young LLP as Auditors Management For For
3 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
4 Advisory Vote on Say on Pay Frequency Management One Year One Year
5 Reduce Supermajority Vote Requirement Management For For
 
PG&E CORPORATION
MEETING DATE:  MAY 18, 2023
TICKER:  PCG       SECURITY ID:  69331C108
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Cheryl F. Campbell Management For For
1b Elect Director Kerry W. Cooper Management For For
1c Elect Director Arno L. Harris Management For For
1d Elect Director Carlos M. Hernandez Management For For
1e Elect Director Michael R. Niggli Management For For
1f Elect Director Benjamin F. Wilson Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Advisory Vote on Say on Pay Frequency Management One Year One Year
4 Ratify Deloitte & Touche LLP as Auditors Management For For
 
PINNACLE WEST CAPITAL CORPORATION
MEETING DATE:  MAY 17, 2023
TICKER:  PNW       SECURITY ID:  723484101
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Glynis A. Bryan Management For For
1.2 Elect Director Gonzalo A. de la Melena, Jr. Management For For
1.3 Elect Director Richard P. Fox Management For For
1.4 Elect Director Jeffrey B. Guldner Management For For
1.5 Elect Director Kathryn L. Munro Management For For
1.6 Elect Director Bruce J. Nordstrom Management For For
1.7 Elect Director Paula J. Sims Management For For
1.8 Elect Director William H. Spence Management For For
1.9 Elect Director Kristine L. Svinicki Management For For
1.10 Elect Director James E. Trevathan, Jr. Management For For
1.11 Elect Director David P. Wagener - Withdrawn Management None None
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Advisory Vote on Say on Pay Frequency Management One Year One Year
4 Amend Omnibus Stock Plan Management For For
5 Ratify Deloitte & Touche LLP as Auditors Management For For
6 Require Independent Board Chair Shareholder Against Against
 
PPL CORPORATION
MEETING DATE:  MAY 17, 2023
TICKER:  PPL       SECURITY ID:  69351T106
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Arthur P. Beattie Management For For
1b Elect Director Raja Rajamannar Management For For
1c Elect Director Heather B. Redman Management For For
1d Elect Director Craig A. Rogerson Management For For
1e Elect Director Vincent Sorgi Management For For
1f Elect Director Linda G. Sullivan Management For For
1g Elect Director Natica von Althann Management For For
1h Elect Director Keith H. Williamson Management For For
1i Elect Director Phoebe A. Wood Management For For
1j Elect Director Armando Zagalo de Lima Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Advisory Vote on Say on Pay Frequency Management One Year One Year
4 Ratify Deloitte & Touche LLP as Auditors Management For For
5 Require Independent Board Chair Shareholder Against Against
 
PUBLIC SERVICE ENTERPRISE GROUP INCORPORATED
MEETING DATE:  APR 18, 2023
TICKER:  PEG       SECURITY ID:  744573106
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Ralph A. LaRossa Management For For
1.2 Elect Director Susan Tomasky Management For For
1.3 Elect Director Willie A. Deese Management For For
1.4 Elect Director Jamie M. Gentoso Management For For
1.5 Elect Director Barry H. Ostrowsky Management For For
1.6 Elect Director Valerie A. Smith Management For For
1.7 Elect Director Scott G. Stephenson Management For For
1.8 Elect Director Laura A. Sugg Management For For
1.9 Elect Director John P. Surma Management For For
1.10 Elect Director Alfred W. Zollar Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Advisory Vote on Say on Pay Frequency Management One Year One Year
4a Eliminate Supermajority Vote Requirements for Certain Business Combinations Management For For
4b Eliminate Supermajority Vote Requirements to Remove a Director Without Cause Management For For
4c Eliminate Supermajority Vote Requirement to Make Certain Amendments to By-Laws Management For For
5 Ratify Deloitte & Touche LLP as Auditors Management For For
 
SEMPRA ENERGY
MEETING DATE:  MAY 12, 2023
TICKER:  SRE       SECURITY ID:  816851109
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Andres Conesa Management For Against
1b Elect Director Pablo A. Ferrero Management For For
1c Elect Director Jeffrey W. Martin Management For For
1d Elect Director Bethany J. Mayer Management For For
1e Elect Director Michael N. Mears Management For For
1f Elect Director Jack T. Taylor Management For Against
1g Elect Director Cynthia L. Walker Management For For
1h Elect Director Cynthia J. Warner Management For Against
1i Elect Director James C. Yardley Management For For
2 Ratify Deloitte & Touche LLP as Auditors Management For For
3 Advisory Vote to Ratify Named Executive Officers' Compensation Management For Against
4 Advisory Vote on Say on Pay Frequency Management One Year One Year
5 Increase Authorized Common Stock Management For Against
6 Change Company Name to Sempra Management For For
7 Amend Articles of Incorporation Management For For
8 Require Independent Board Chair Shareholder Against Against
 
THE SOUTHERN COMPANY
MEETING DATE:  MAY 24, 2023
TICKER:  SO       SECURITY ID:  842587107
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Janaki Akella Management For For
1b Elect Director Henry A. "Hal" Clark, III Management For For
1c Elect Director Anthony F. "Tony" Earley, Jr. Management For For
1d Elect Director Thomas A. Fanning Management For For
1e Elect Director David J. Grain Management For For
1f Elect Director Colette D. Honorable Management For For
1g Elect Director Donald M. James Management For For
1h Elect Director John D. Johns Management For For
1i Elect Director Dale E. Klein Management For For
1j Elect Director David E. Meador Management For For
1k Elect Director Ernest J. Moniz Management For For
1l Elect Director William G. Smith, Jr. Management For For
1m Elect Director Kristine L. Svinicki Management For For
1n Elect Director Lizanne Thomas Management For For
1o Elect Director Christopher C. Womack Management For For
1p Elect Director E. Jenner Wood, III Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Advisory Vote on Say on Pay Frequency Management One Year One Year
4 Ratify Deloitte & Touche LLP as Auditors Management For For
5 Eliminate Supermajority Vote Requirement Management For For
6 Adopt Simple Majority Vote Shareholder Against For
7 Adopt Scope 3 GHG Emissions Reduction Targets Aligned with Paris Agreement Goal Shareholder Against Against
8 Report on Feasibility of Net-Zero GHG Emissions Shareholder Against Against
 
VISTRA CORP.
MEETING DATE:  MAY 02, 2023
TICKER:  VST       SECURITY ID:  92840M102
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Scott B. Helm Management For For
1.2 Elect Director Hilary E. Ackermann Management For For
1.3 Elect Director Arcilia C. Acosta Management For For
1.4 Elect Director Gavin R. Baiera Management For For
1.5 Elect Director Paul M. Barbas Management For For
1.6 Elect Director James A. Burke Management For For
1.7 Elect Director Lisa Crutchfield Management For For
1.8 Elect Director Brian K. Ferraioli Management For For
1.9 Elect Director Jeff D. Hunter Management For For
1.10 Elect Director Julie A. Lagacy Management For For
1.11 Elect Director John R. (J.R.) Sult Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Ratify Deloitte & Touche LLP as Auditors Management For For
 
XCEL ENERGY INC.
MEETING DATE:  MAY 24, 2023
TICKER:  XEL       SECURITY ID:  98389B100
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Megan Burkhart Management For For
1b Elect Director Lynn Casey Management For For
1c Elect Director Bob Frenzel Management For For
1d Elect Director Netha Johnson Management For For
1e Elect Director Patricia Kampling Management For For
1f Elect Director George Kehl Management For For
1g Elect Director Richard O'Brien Management For For
1h Elect Director Charles Pardee Management For For
1i Elect Director Christopher Policinski Management For For
1j Elect Director James Prokopanko Management For For
1k Elect Director Kim Williams Management For For
1l Elect Director Daniel Yohannes Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Advisory Vote on Say on Pay Frequency Management One Year One Year
4 Ratify Deloitte & Touche LLP as Auditors Management For For

POWER OF ATTORNEY

I, the undersigned Treasurer of the following investment companies:

Fidelity Advisor Series I
Fidelity Advisor Series VII
Fidelity Advisor Series VIII
Fidelity Beacon Street Trust
Fidelity Capital Trust
Fidelity Central Investment Portfolios LLC
Fidelity Commonwealth Trust
Fidelity Commonwealth Trust II
Fidelity Concord Street Trust
Fidelity Congress Street Fund
Fidelity Contrafund
Fidelity Covington Trust
Fidelity Destiny Portfolios
Fidelity Devonshire Trust
Fidelity Exchange Fund
Fidelity Financial Trust
Fidelity Hanover Street Trust
Fidelity Hastings Street Trust
Fidelity Investment Trust
Fidelity Magellan Fund
Fidelity Mt. Vernon Street Trust
Fidelity Puritan Trust
Fidelity Securities Fund
Fidelity Select Portfolios
Fidelity Summer Street Trust
Fidelity Trend Fund
Variable Insurance Products Fund
Variable Insurance Products Fund II
Variable Insurance Products Fund III
Variable Insurance Products Fund IV

in addition to any other investment company for which Fidelity Management & Research Company or an affiliate acts as investment adviser and for which the undersigned individual serves as Treasurer (collectively, the "Funds"), hereby constitute and appoint Mark Lundvall and Lisa Goulemas my true and lawful attorney-in-fact, each of them singly, with full power of substitution, and with full power to sign for me and in my name in the appropriate capacity, all Reports of the Proxy Voting Records of the Funds on Form N-PX under the Investment Company Act of 1940, as amended (the "Act"), or any successor thereto, and any supplements or other instruments in connection therewith, and generally do all such things in my name and behalf in connection therewith as said attorney-in-fact deems necessary or appropriate to cause such Form to be completed and filed in accordance with the Act and all related requirements of the Securities and Exchange Commission. I hereby ratify and confirm all that said attorney-in-fact or his substitute may do or cause to be done by virtue hereof. This power of attorney is effective for all documents filed on or after June 1, 2021.

WITNESS my hand on this 1st day of June 2021.

/s/Stacie M. Smith

Stacie M. Smith

Treasurer