N-PX 1 filing995.htm PRIMARY DOCUMENT

FORM N-PX

ANNUAL REPORT OF PROXY VOTING RECORD OF REGISTERED MANAGEMENT INVESTMENT COMPANY



INVESTMENT COMPANY ACT FILE NUMBER: 811-03114

EXACT NAME OF REGISTRANT AS SPECIFIED IN CHARTER: Fidelity Select Portfolios

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

CYNTHIA LO BESSETTE, 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: 1/31, 2/28, 7/31

DATE OF REPORTING PERIOD: 07/01/2020 - 06/30/2021

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 Select Portfolios

BY: /s/STACIE M. SMITH*
STACIE M. SMITH, TREASURER
DATE: 08/10/2021 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 ENVIRONMENT AND ALTERNATIVE ENERGY FUND (FORMERLY KNOWN AS SELECT ENVIRONMENT AND ALTERNATIVE ENERGY PORTFOLIO)
07/01/2020 - 06/30/2021

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.

 
3M COMPANY
MEETING DATE:  MAY 11, 2021
TICKER:  MMM       SECURITY ID:  88579Y101
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Thomas "Tony" K. Brown Management For For
1b Elect Director Pamela J. Craig Management For For
1c Elect Director David B. Dillon Management For For
1d Elect Director Michael L. Eskew Management For For
1e Elect Director James R. Fitterling Management For For
1f Elect Director Herbert L. Henkel Management For For
1g Elect Director Amy E. Hood Management For For
1h Elect Director Muhtar Kent Management For For
1i Elect Director Dambisa F. Moyo Management For For
1j Elect Director Gregory R. Page Management For For
1k Elect Director Michael F. Roman Management For For
1l Elect Director Patricia A. Woertz 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
5 Consider Pay Disparity Between Executives and Other Employees Shareholder Against Against
6 Amend Certificate of Incorporation to Become a Public Benefit Corporation Shareholder Against Against
 
A. O. SMITH CORPORATION
MEETING DATE:  APR 13, 2021
TICKER:  AOS       SECURITY ID:  831865209
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Ronald D. Brown Management For For
1.2 Elect Director Ilham Kadri Management For For
1.3 Elect Director Idelle K. Wolf Management For For
1.4 Elect Director Gene C. Wulf 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
 
ACCENTURE PLC
MEETING DATE:  FEB 03, 2021
TICKER:  ACN       SECURITY ID:  G1151C101
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Jaime Ardila Management For For
1b Elect Director Herbert Hainer Management For For
1c Elect Director Nancy McKinstry Management For For
1d Elect Director Beth E. Mooney Management For For
1e Elect Director Gilles C. Pelisson Management For For
1f Elect Director Paula A. Price Management For For
1g Elect Director Venkata (Murthy) Renduchintala Management For For
1h Elect Director David Rowland Management For For
1i Elect Director Arun Sarin Management For For
1j Elect Director Julie Sweet Management For For
1k Elect Director Frank K. Tang Management For For
1l Elect Director Tracey T. Travis Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Approve KPMG LLP as Auditors and Authorize Board to Fix Their Remuneration Management For For
4 Renew the Board's Authority to Issue Shares Under Irish Law Management For For
5 Authorize Board to Opt-Out of Statutory Pre-Emption Rights Management For For
6 Determine Price Range for Reissuance of Treasury Shares Management For For
 
ACUITY BRANDS, INC.
MEETING DATE:  JAN 06, 2021
TICKER:  AYI       SECURITY ID:  00508Y102
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Neil M. Ashe Management For For
1b Elect Director W. Patrick Battle Management For For
1c Elect Director Peter C. Browning Management For For
1d Elect Director G. Douglas Dillard, Jr. Management For For
1e Elect Director James H. Hance, Jr. Management For For
1f Elect Director Maya Leibman Management For For
1g Elect Director Laura G. O'Shaughnessy Management For For
1h Elect Director Dominic J. Pileggi Management For For
1i Elect Director Ray M. Robinson Management For For
1j Elect Director Mary A. Winston Management For For
2 Ratify Ernst & Young LLP as Auditors Management For For
3a Eliminate Supermajority Vote Requirement Management For For
3b Eliminate Supermajority Voting Provision to Remove Directors Management For For
4 Provide Right to Call Special Meeting Management For For
5 Advisory Vote to Ratify Named Executive Officers' Compensation Management For Against
 
AIR PRODUCTS AND CHEMICALS, INC.
MEETING DATE:  JAN 28, 2021
TICKER:  APD       SECURITY ID:  009158106
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Susan K. Carter Management For For
1b Elect Director Charles I. Cogut Management For For
1c Elect Director Lisa A. Davis Management For For
1d Elect Director Chadwick C. Deaton Management For For
1e Elect Director Seifollah (Seifi) Ghasemi Management For For
1f Elect Director David H. Y. Ho Management For For
1g Elect Director Edward L. Monser Management For For
1h Elect Director Matthew H. Paull Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Approve Omnibus Stock Plan Management For For
4 Ratify Deloitte & Touche LLP as Auditors Management For For
 
AMERICAN EXPRESS COMPANY
MEETING DATE:  MAY 04, 2021
TICKER:  AXP       SECURITY ID:  025816109
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Thomas J. Baltimore Management For For
1b Elect Director Charlene Barshefsky Management For For
1c Elect Director John J. Brennan Management For For
1d Elect Director Peter Chernin Management For For
1e Elect Director Ralph de la Vega Management For For
1f Elect Director Michael O. Leavitt Management For For
1g Elect Director Theodore J. Leonsis Management For For
1h Elect Director Karen L. Parkhill Management For For
1i Elect Director Charles E. Phillips Management For For
1j Elect Director Lynn A. Pike Management For For
1k Elect Director Stephen J. Squeri Management For For
1l Elect Director Daniel L. Vasella Management For For
1m Elect Director Lisa W. Wardell Management For For
1n Elect Director Ronald A. Williams Management For For
1o Elect Director Christopher D. 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 Provide Right to Act by Written Consent Shareholder Against Against
5 Publish Annually a Report Assessing Diversity, Equity, and Inclusion Efforts Shareholder Against For
 
AMGEN INC.
MEETING DATE:  MAY 18, 2021
TICKER:  AMGN       SECURITY ID:  031162100
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Wanda M. Austin Management For For
1b Elect Director Robert A. Bradway Management For For
1c Elect Director Brian J. Druker Management For For
1d Elect Director Robert A. Eckert Management For For
1e Elect Director Greg C. Garland Management For For
1f Elect Director Charles M. Holley, Jr. Management For For
1g Elect Director Tyler Jacks Management For For
1h Elect Director Ellen J. Kullman Management For For
1i Elect Director Amy E. Miles Management For For
1j Elect Director Ronald D. Sugar Management For For
1k Elect Director R. Sanders Williams 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
 
BLACKROCK, INC.
MEETING DATE:  MAY 26, 2021
TICKER:  BLK       SECURITY ID:  09247X101
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Bader M. Alsaad Management For For
1b Elect Director Pamela Daley Management For For
1c Elect Director Jessica P. Einhorn Management For For
1d Elect Director Laurence D. Fink Management For For
1e Elect Director William E. Ford Management For For
1f Elect Director Fabrizio Freda Management For For
1g Elect Director Murry S. Gerber Management For For
1h Elect Director Margaret 'Peggy' L. Johnson Management For For
1i Elect Director Robert S. Kapito Management For For
1j Elect Director Cheryl D. Mills Management For For
1k Elect Director Gordon M. Nixon Management For For
1l Elect Director Charles H. Robbins Management For For
1m Elect Director Marco Antonio Slim Domit Management For For
1n Elect Director Hans E. Vestberg Management For For
1o Elect Director Susan L. Wagner Management For For
1p Elect Director Mark Wilson Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Ratify Deloitte LLP as Auditors Management For For
4a Provide Right to Call Special Meeting Management For For
4b Eliminate Supermajority Vote Requirement Management For For
4c Amend Charter to Eliminate Provisions that are No Longer Applicable and Make Other Technical Revisions Management For For
5 Amend Certificate of Incorporation to Become a Public Benefit Corporation Shareholder Against Against
 
BORGWARNER INC.
MEETING DATE:  APR 28, 2021
TICKER:  BWA       SECURITY ID:  099724106
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1A Elect Director Nelda J. Connors Management For For
1B Elect Director Dennis C. Cuneo Management For For
1C Elect Director David S. Haffner Management For For
1D Elect Director Michael S. Hanley Management For For
1E Elect Director Frederic B. Lissalde Management For For
1F Elect Director Paul A. Mascarenas Management For For
1G Elect Director Shaun E. McAlmont Management For For
1H Elect Director Deborah D. McWhinney Management For For
1I Elect Director Alexis P. Michas 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 Reduce Ownership Threshold for Shareholders to Request Action by Written Consent Shareholder Against Against
 
CARLISLE COMPANIES INCORPORATED
MEETING DATE:  MAY 05, 2021
TICKER:  CSL       SECURITY ID:  142339100
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director James D. Frias Management For For
1b Elect Director Maia A. Hansen Management For For
1c Elect Director Corrine D. Ricard 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
 
COLBUN SA
MEETING DATE:  APR 29, 2021
TICKER:  COLBUN       SECURITY ID:  P2867K130
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1 Present Current Company Standing Report and Reports of External Auditors and Supervisory Account Inspectors Management For For
2 Approve Financial Statements and Statutory Reports Management For For
3 Approve Allocation of Income and Dividends of USD 0.004 Per Share Management For For
4 Approve Investment and Financing Policy Management For Against
5 Approve Dividend Policy and Distribution Procedures Management For For
6 Appoint Auditors Management For For
7 Elect Supervisory Account Inspectors; Approve their Remunerations Management For Against
8 Elect Directors Management For Against
9 Approve Remuneration of Directors Management For Against
10 Present Report on Activities Carried Out by Directors' Committee Management For For
11 Approve Remuneration and Budget of Directors' Committee Management For Against
12 Receive Report Regarding Related-Party Transactions Management For For
13 Designate Newspaper to Publish Meeting Announcements Management For For
14 Other Business Management For Against
 
COMFORT SYSTEMS USA, INC.
MEETING DATE:  MAY 18, 2021
TICKER:  FIX       SECURITY ID:  199908104
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Darcy G. Anderson Management For For
1.2 Elect Director Herman E. Bulls Management For For
1.3 Elect Director Alan P. Krusi Management For For
1.4 Elect Director Brian E. Lane Management For For
1.5 Elect Director Pablo G. Mercado Management For For
1.6 Elect Director Franklin Myers Management For For
1.7 Elect Director William J. Sandbrook Management For For
1.8 Elect Director Constance E. Skidmore Management For For
1.9 Elect Director Vance W. Tang Management For For
1.10 Elect Director Cindy L. Wallis-Lage 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
 
CORBION NV
MEETING DATE:  MAY 19, 2021
TICKER:  CRBN       SECURITY ID:  N2334V109
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 Adopt Financial Statements and Statutory Reports Management For For
4 Approve Remuneration Report Management For For
5 Receive Explanation on Company's Reserves and Dividend Policy Management None None
6 Approve Dividends of EUR 0.56 Per Share Management For For
7 Approve Discharge of Management Board Management For For
8 Approve Discharge of Supervisory Board Management For For
9 Reelect Eddy van Rhede van der Kloot to Management Board Management For For
10 Elect Dessi Temperley to Supervisory Board Management For For
11 Reelect Mathieu Vrijsen to Supervisory Board Management For For
12 Grant Board Authority to Issue Shares Up to 10 Percent of Issued Capital for General Purposes Management For For
13 Authorize Board to Exclude Preemptive Rights from Share Issuances under Item 12 Management For For
14 Grant Board Authority to Issue Shares Up to 10 Percent of Issued Capital in Case of Mergers, Acquisitions, or Strategic Alliances Management For For
15 Authorize Board to Exclude Preemptive Rights from Share Issuances under Item 14 Management For For
16 Authorize Repurchase of Up to 10 Percent of Issued Share Capital Management For For
17 Approve Cancellation of Repurchased Shares Management For For
18 Ratify KPMG Accountants N.V as Auditors Management For For
19 Other Business (Non-Voting) Management None None
20 Close Meeting Management None None
 
COSAN SA
MEETING DATE:  JUL 29, 2020
TICKER:  CSAN3       SECURITY ID:  P31573101
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1 Accept Financial Statements and Statutory Reports for Fiscal Year Ended Dec. 31, 2019 Management For For
2 Approve Allocation of Income and Dividends Management For For
3 Do You Wish to Request Installation of a Fiscal Council, Under the Terms of Article 161 of the Brazilian Corporate Law? Management None For
4 Fix Number of Fiscal Council Members at Three Management For For
5.1 Elect Marcelo Curti as Fiscal Council Member and Henrique Ache Pillar as Alternate Management For For
5.2 Elect Vanessa Claro Lopes as Fiscal Council Member and Carla Alessandra Trematore as Alternate Management For For
6 Elect Edison Carlos Fernandes as Fiscal Council Member and Francisco Silverio Morales Cespede as Alternate Appointed by Minority Shareholder Shareholder None Abstain
7 Ratify Remuneration of Company's Management and Fiscal Council for 2019 Management For Against
8 Approve Remuneration of Company's Management and Fiscal Council Management For Against
 
COSAN SA
MEETING DATE:  JUL 29, 2020
TICKER:  CSAN3       SECURITY ID:  P31573101
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1 Ratify Cancellation of Treasury Shares and Amend Article 5 Accordingly Management For For
2 Authorize Capitalization of Reserves Without Issuance of Shares and Amend Article 5 Accordingly Management For For
3 Approve Increase in Authorized Capital and Amend Article 6 Accordingly Management For For
4 Approve Risk Management Policy for the Company's Management Management For For
 
COSAN SA
MEETING DATE:  JAN 22, 2021
TICKER:  CSAN3       SECURITY ID:  P31573101
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1 Amend Articles Management For Against
2 Fix Number of Directors at Nine Management For For
3 Approve Classification of Dan Ioschpe, Jose Alexandre Scheinkman, Ana Paula Pessoa and Vasco Augusto Pinto da Fonseca Dias Junior as Independent Directors Management For For
4 Elect Directors Management For For
5 Approve Agreement to Absorb and Absorption of Cosan Limited (CZZ), Ratify Apsis Consultoria Empresarial Ltda. as the Independent Firm to Appraise Proposed Transaction, Approve Issuance of Shares in Connection with the Transaction and Amend Article 5 Management For For
6 Approve Agreement to Absorb and Absorption of Cosan Logistica S.A., Ratify Apsis Consultoria Empresarial Ltda. as the Independent Firm to Appraise Proposed Transaction, Approve Capital Increase in Connection with the Transaction and Amend Article 5 Management For For
7 Consolidate Bylaws Management For Against
 
COSAN SA
MEETING DATE:  APR 30, 2021
TICKER:  CSAN3       SECURITY ID:  P31573101
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1 Accept Financial Statements and Statutory Reports for Fiscal Year Ended Dec. 31, 2020 Management For For
2 Approve Allocation of Income and Dividends Management For For
3 Do You Wish to Request Installation of a Fiscal Council, Under the Terms of Article 161 of the Brazilian Corporate Law? Management None For
4 Fix Number of Fiscal Council Members at Three Management For For
5.1 Elect Marcelo Curti as Fiscal Council Member and Henrique Ache Pillar as Alternate Management For For
5.2 Elect Vanessa Claro Lopes as Fiscal Council Member and Carla Alessandra Trematore as Alternate Management For For
6 Elect Edison Carlos Fernandes as Fiscal Council Member and Francisco Silverio Morales Cespede as Alternate Appointed by Minority Shareholder Shareholder None For
7 Approve Remuneration of Company's Management and Fiscal Council Management For Against
 
COSAN SA
MEETING DATE:  APR 30, 2021
TICKER:  CSAN3       SECURITY ID:  P31573101
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1 Amend Article 5 to Reflect Changes in Capital Management For For
2 Amend Indemnity Policy Management For For
3 Approve 4-for-1 Stock Split and Amend Article 5 Accordingly Management For For
 
CRANE CO.
MEETING DATE:  APR 26, 2021
TICKER:  CR       SECURITY ID:  224399105
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Martin R. Benante Management For For
1.2 Elect Director Donald G. Cook Management For For
1.3 Elect Director Michael Dinkins Management For For
1.4 Elect Director Ronald C. Lindsay Management For For
1.5 Elect Director Ellen McClain Management For For
1.6 Elect Director Charles G. McClure, Jr. Management For For
1.7 Elect Director Max H. Mitchell Management For For
1.8 Elect Director Jennifer M. Pollino Management For For
1.9 Elect Director John S. Stroup Management For For
1.10 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 Amend Omnibus Stock Plan Management For For
 
CUMMINS INC.
MEETING DATE:  MAY 11, 2021
TICKER:  CMI       SECURITY ID:  231021106
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1 Elect Director N. Thomas Linebarger Management For For
2 Elect Director Robert J. Bernhard Management For For
3 Elect Director Franklin R. Chang Diaz Management For For
4 Elect Director Bruno V. Di Leo Allen Management For For
5 Elect Director Stephen B. Dobbs Management For For
6 Elect Director Carla A. Harris Management For For
7 Elect Director Robert K. Herdman Management For For
8 Elect Director Alexis M. Herman Management For For
9 Elect Director Thomas J. Lynch Management For For
10 Elect Director William I. Miller Management For For
11 Elect Director Georgia R. Nelson Management For For
12 Elect Director Kimberly A. Nelson Management For For
13 Elect Director Karen H. Quintos Management For For
14 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
15 Ratify PricewaterhouseCoopers LLP as Auditor Management For For
16 Abolish Professional Services Allowance Shareholder Against Against
 
DANAHER CORPORATION
MEETING DATE:  MAY 05, 2021
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 Linda Hefner Filler Management For For
1c Elect Director Teri List Management For For
1d Elect Director Walter G. Lohr, Jr. Management For For
1e Elect Director Jessica L. Mega Management For For
1f Elect Director Mitchell P. Rales Management For For
1g Elect Director Steven M. Rales Management For For
1h Elect Director Pardis C. Sabeti Management For For
1i Elect Director John T. Schwieters Management For For
1j Elect Director Alan G. Spoon Management For For
1k Elect Director Raymond C. Stevens Management For For
1l 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 Reduce Ownership Threshold for Shareholders to Call Special Meeting Shareholder Against Against
 
DEERE & COMPANY
MEETING DATE:  FEB 24, 2021
TICKER:  DE       SECURITY ID:  244199105
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Tamra A. Erwin Management For For
1b Elect Director Alan C. Heuberger Management For For
1c Elect Director Charles O. Holliday, Jr. Management For For
1d Elect Director Dipak C. Jain Management For For
1e Elect Director Michael O. Johanns Management For For
1f Elect Director Clayton M. Jones Management For For
1g Elect Director John C. May Management For For
1h Elect Director Gregory R. Page Management For For
1i Elect Director Sherry M. Smith Management For For
1j Elect Director Dmitri L. Stockton Management For For
1k Elect Director Sheila G. Talton 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
 
DOVER CORPORATION
MEETING DATE:  MAY 07, 2021
TICKER:  DOV       SECURITY ID:  260003108
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Deborah L. DeHaas Management For For
1b Elect Director H. John Gilbertson, Jr. Management For For
1c Elect Director Kristiane C. Graham Management For For
1d Elect Director Michael F. Johnston Management For For
1e Elect Director Eric A. Spiegel Management For For
1f Elect Director Richard J. Tobin Management For For
1g Elect Director Stephen M. Todd Management For For
1h Elect Director Stephen K. Wagner Management For For
1i Elect Director Keith E. Wandell Management For For
1j Elect Director Mary A. Winston Management For For
2 Approve Omnibus Stock Plan Management For For
3 Ratify PricewaterhouseCoopers LLP as Auditors Management For For
4 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
5 Provide Right to Act by Written Consent Shareholder Against Against
 
EATON CORPORATION PLC
MEETING DATE:  APR 28, 2021
TICKER:  ETN       SECURITY ID:  G29183103
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Craig Arnold Management For For
1b Elect Director Christopher M. Connor Management For For
1c Elect Director Olivier Leonetti Management For For
1d Elect Director Deborah L. McCoy Management For For
1e Elect Director Silvio Napoli Management For For
1f Elect Director Gregory R. Page Management For For
1g Elect Director Sandra Pianalto Management For For
1h Elect Director Lori J. Ryerkerk Management For For
1i Elect Director Gerald B. Smith Management For For
1j Elect Director Dorothy C. Thompson Management For For
2 Approve Ernst & Young 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 Authorize Issue of Equity with Pre-emptive Rights Management For For
5 Authorize Issue of Equity without Pre-emptive Rights Management For For
6 Authorize Share Repurchase of Issued Share Capital Management For For
 
EMCOR GROUP, INC.
MEETING DATE:  JUN 10, 2021
TICKER:  EME       SECURITY ID:  29084Q100
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director John W. Altmeyer Management For For
1b Elect Director Anthony J. Guzzi Management For For
1c Elect Director Ronald L. Johnson Management For For
1d Elect Director David H. Laidley Management For For
1e Elect Director Carol P. Lowe Management For For
1f Elect Director M. Kevin McEvoy Management For For
1g Elect Director William P. Reid Management For For
1h Elect Director Steven B. Schwarzwaelder Management For For
1i Elect Director Robin Walker-Lee 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 Provide Right to Act by Written Consent Shareholder Against Against
 
ENEL SPA
MEETING DATE:  MAY 20, 2021
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 Approve Long-Term Incentive Plan Management For For
5.1 Approve Remuneration Policy Management For For
5.2 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
 
FIRST SOLAR, INC.
MEETING DATE:  MAY 12, 2021
TICKER:  FSLR       SECURITY ID:  336433107
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Michael J. Ahearn Management For For
1.2 Elect Director Sharon L. Allen Management For For
1.3 Elect Director Richard D. Chapman Management For For
1.4 Elect Director George A. Hambro Management For For
1.5 Elect Director Kathryn A. Hollister Management For For
1.6 Elect Director Molly E. Joseph Management For For
1.7 Elect Director Craig Kennedy Management For For
1.8 Elect Director William J. Post Management For For
1.9 Elect Director Paul H. Stebbins Management For For
1.10 Elect Director Michael Sweeney Management For For
1.11 Elect Director Mark R. Widmar Management For For
2 Ratify PricewaterhouseCoopers LLP as Auditors Management For For
3 Report on Board Diversity Shareholder Against For
 
HANNON ARMSTRONG SUSTAINABLE INFRASTRUCTURE CAPITAL, INC.
MEETING DATE:  JUN 03, 2021
TICKER:  HASI       SECURITY ID:  41068X100
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Jeffrey W. Eckel Management For For
1.2 Elect Director Clarence D. Armbrister Management For For
1.3 Elect Director Teresa M. Brenner Management For For
1.4 Elect Director Michael T. Eckhart Management For For
1.5 Elect Director Nancy C. Floyd Management For For
1.6 Elect Director Simone F. Lagomarsino Management For For
1.7 Elect Director Charles M. O'Neil Management For For
1.8 Elect Director Richard J. Osborne Management For For
1.9 Elect Director Steven G. Osgood 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
 
HCA HEALTHCARE, INC.
MEETING DATE:  APR 28, 2021
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 Charles O. Holliday, Jr. Management For For
1h Elect Director Michael W. Michelson Management For For
1i Elect Director Wayne J. Riley 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 Provide Right to Act by Written Consent Shareholder Against Against
5 Assess Feasibility of Increasing the Impact of the Company's Performance on Quality Metrics for Senior Executive Compensation Shareholder Against Against
 
HONEYWELL INTERNATIONAL INC.
MEETING DATE:  MAY 21, 2021
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 B. 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 Judd Gregg Management For For
1H Elect Director Grace D. Lieblein Management For For
1I Elect Director Raymond T. Odierno Management For For
1J Elect Director George Paz Management For For
1K Elect Director Robin L. Washington Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Ratify Deloitte & Touche LLP as Auditor Management For For
4 Provide Right to Act by Written Consent Shareholder Against Against
 
HUBBELL INCORPORATED
MEETING DATE:  MAY 04, 2021
TICKER:  HUBB       SECURITY ID:  443510607
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Gerben W. Bakker Management For For
1.2 Elect Director Carlos M. Cardoso Management For For
1.3 Elect Director Anthony J. Guzzi Management For For
1.4 Elect Director Rhett A. Hernandez Management For For
1.5 Elect Director Neal J. Keating Management For For
1.6 Elect Director Bonnie C. Lind Management For For
1.7 Elect Director John F. Malloy Management For For
1.8 Elect Director Jennifer M. Pollino Management For For
1.9 Elect Director John G. Russell Management For For
1.10 Elect Director Steven R. Shawley Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Ratify PricewaterhouseCoopers LLP as Auditors Management For For
 
IBERDROLA SA
MEETING DATE:  JUN 17, 2021
TICKER:  IBE       SECURITY ID:  E6165F166
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 Non-Financial Information Statement Management For For
4 Approve Discharge of Board Management For For
5 Amend Articles Re: Update of the Name of the Governance and Sustainability System and Incorporation of Other Technical Improvements Management For For
6 Amend Article 10 to Reflect Changes in Capital Management For For
7 Amend Articles Re: New Regulations Regarding Long-Term Involvement of Shareholders Management For For
8 Amend Articles Re: Allow Shareholder Meetings to be Held in Virtual-Only Format Management For For
9 Amend Article 32 Re: Climate Action Plan Management For For
10 Amend Articles Re: Meetings of Board of Directors and its Committees Management For For
11 Amend Articles Re: Annual Financial and Non-Financial Information Management For For
12 Amend Articles Re: Technical Improvements Management For For
13 Amend Articles of General Meeting Regulations Re: Update of the Name of the Governance and Sustainability System and Incorporation of Other Technical Improvements Management For For
14 Amend Articles of General Meeting Regulations Re: New Regulations Regarding Long-Term Involvement of Shareholders Management For For
15 Amend Articles of General Meeting Regulations Re: Allow Shareholder Meetings to be Held in Virtual-Only Format Management For For
16 Approve Remuneration Policy Management For For
17 Approve Allocation of Income and Dividends Management For For
18 Approve Scrip Dividends Management For For
19 Approve Scrip Dividends Management For For
20 Reelect Juan Manuel Gonzalez Serna as Director Management For For
21 Reelect Francisco Martinez Corcoles as Director Management For For
22 Ratify Appointment of and Elect Angel Jesus Acebes Paniagua as Director Management For For
23 Fix Number of Directors at 14 Management For For
24 Authorize Issuance of Non-Convertible Bonds/Debentures and/or Other Debt Securities up to EUR 30 Billion and Issuance of Notes up to EUR 6 Billion Management For For
25 Authorize Board to Ratify and Execute Approved Resolutions Management For For
26 Advisory Vote on Remuneration Report Management For For
27 Advisory Vote on Company's Climate Action Plan Management For For
 
IDEX CORPORATION
MEETING DATE:  MAY 12, 2021
TICKER:  IEX       SECURITY ID:  45167R104
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director William M. Cook Management For For
1b Elect Director Mark A. Buthman Management For For
1c Elect Director Lakecia N. Gunter 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
 
INNOSPEC INC.
MEETING DATE:  MAY 05, 2021
TICKER:  IOSP       SECURITY ID:  45768S105
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Milton C. Blackmore Management For For
1.2 Elect Director Robert I. Paller Management For For
2 Elect Director Elizabeth K. Arnold Management For For
3 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
4 Ratify PricewaterhouseCoopers LLP as Auditors Management For For
 
JOHNSON CONTROLS INTERNATIONAL PLC
MEETING DATE:  MAR 10, 2021
TICKER:  JCI       SECURITY ID:  G51502105
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Jean Blackwell Management For For
1b Elect Director Pierre Cohade Management For For
1c Elect Director Michael E. Daniels Management For For
1d Elect Director Juan Pablo del Valle Perochena Management For For
1e Elect Director W. Roy Dunbar Management For For
1f Elect Director Gretchen R. Haggerty Management For For
1g Elect Director Simone Menne Management For For
1h Elect Director George R. Oliver Management For For
1i Elect Director Jurgen Tinggren Management For For
1j Elect Director Mark Vergnano Management For For
1k Elect Director R. David Yost Management For For
1l Elect Director John D. Young Management For For
2a Ratify PricewaterhouseCoopers LLP as Auditors Management For For
2b Authorize Board to Fix Remuneration of Auditors Management For For
3 Authorize Market Purchases of Company Shares Management For For
4 Determine Price Range for Reissuance of Treasury Shares Management For For
5 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
6 Approve Omnibus Stock Plan Management For For
7 Approve the Directors' Authority to Allot Shares Management For For
8 Approve the Disapplication of Statutory Pre-Emption Rights Management For For
 
MICROSOFT CORPORATION
MEETING DATE:  DEC 02, 2020
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-Stoll 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 Charles W. Scharf Management For For
1.8 Elect Director Arne M. Sorenson 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 Employee Representation on the Board of Directors Shareholder Against Against
 
MINERALS TECHNOLOGIES INC.
MEETING DATE:  MAY 19, 2021
TICKER:  MTX       SECURITY ID:  603158106
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director John J. Carmola Management For For
1b Elect Director Robert L. Clark, Jr. Management For For
1c Elect Director Marc E. Robinson Management For For
2 Ratify KPMG LLP as Auditors Management For For
3 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
 
MODINE MANUFACTURING COMPANY
MEETING DATE:  JUL 23, 2020
TICKER:  MOD       SECURITY ID:  607828100
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Eric D. Ashleman Management For For
1b Elect Director Larry O. Moore Management For For
1c Elect Director Marsha C. Williams Management For For
2 Approve Omnibus Stock Plan Management For For
3 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
4 Ratify PricewaterhouseCoopers LLP as Auditors Management For For
 
ORACLE CORPORATION
MEETING DATE:  NOV 04, 2020
TICKER:  ORCL       SECURITY ID:  68389X105
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Jeffrey S. Berg Management For For
1.2 Elect Director Michael J. Boskin Management For For
1.3 Elect Director Safra A. Catz Management For For
1.4 Elect Director Bruce R. Chizen Management For For
1.5 Elect Director George H. Conrades Management For For
1.6 Elect Director Lawrence J. Ellison Management For For
1.7 Elect Director Rona A. Fairhead Management For For
1.8 Elect Director Jeffrey O. Henley Management For For
1.9 Elect Director Renee J. James Management For For
1.10 Elect Director Charles W. Moorman, IV Management For For
1.11 Elect Director Leon E. Panetta Management For For
1.12 Elect Director William G. Parrett Management For For
1.13 Elect Director Naomi O. Seligman Management For For
1.14 Elect Director Vishal Sikka Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Approve Omnibus Stock Plan Management For For
4 Ratify Ernst & Young LLP as Auditors Management For For
5 Report on Gender Pay Gap Shareholder Against For
6 Require Independent Board Chair Shareholder Against Against
 
ORSTED A/S
MEETING DATE:  MAR 01, 2021
TICKER:  ORSTED       SECURITY ID:  K7653Q105
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 Remuneration Report (Advisory Vote) Management For For
4 Approve Discharge of Management and Board Management For For
5 Approve Allocation of Income and Dividends of DKK 11.50 Per Share Management For For
6 Authorize Share Repurchase Program Management For For
7.1 Approve Director Indemnification Scheme Management For For
7.2 Approve Guidelines for Incentive-Based Compensation for Executive Management and Board Management For For
7.3 Allow Shareholder Meetings to be Held by Electronic Means Only Management For For
7.4 Authorize Editorial Changes to Adopted Resolutions in Connection with Registration with Danish Authorities Management For For
8 Other Proposals from Shareholders (None Submitted) Management None None
9.1 Determine Number of Members (8) and Deputy Members of Board Management For For
9.2 Reelect Thomas Thune Andersen (Chair) as Director Management For For
9.3 Reelect Lene Skole (Vice Chair) as Director Management For For
9.4a Reelect Lynda Armstrong as Director Management For For
9.4b Reelect Jorgen Kildah as Director Management For For
9.4c Reelect Peter Korsholm as Director Management For For
9.4d Reelect Dieter Wemmer as Director Management For For
9.4e Elect Julia King as New Director Management For For
9.4f Elect Henrik Poulsen as New Director Management For For
10 Approve Remuneration of Directors; Approve Remuneration for Committee Work Management For For
11 Ratify PricewaterhouseCoopers as Auditors Management For For
12 Other Business Management None None
 
OWENS CORNING
MEETING DATE:  APR 15, 2021
TICKER:  OC       SECURITY ID:  690742101
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Brian D. Chambers Management For For
1b Elect Director Eduardo E. Cordeiro Management For For
1c Elect Director Adrienne D. Elsner Management For For
1d Elect Director Alfred E. Festa Management For For
1e Elect Director Edward F. Lonergan Management For For
1f Elect Director Maryann T. Mannen Management For For
1g Elect Director Paul E. Martin Management For For
1h Elect Director W. Howard Morris Management For For
1i Elect Director Suzanne P. Nimocks Management For For
1j Elect Director John D. 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
 
REGAL BELOIT CORPORATION
MEETING DATE:  APR 27, 2021
TICKER:  RBC       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 Christopher L. Doerr Management For For
1e Elect Director Dean A. Foate 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
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Ratify Deloitte & Touche LLP as Auditors Management For For
 
RELIANCE STEEL & ALUMINUM CO.
MEETING DATE:  MAY 19, 2021
TICKER:  RS       SECURITY ID:  759509102
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Sarah J. Anderson Management For For
1b Elect Director Lisa L. Baldwin Management For For
1c Elect Director Karen W. Colonias Management For For
1d Elect Director John G. Figueroa Management For For
1e Elect Director James D. Hoffman Management For For
1f Elect Director Mark V. Kaminski Management For For
1g Elect Director Karla R. Lewis Management For For
1h Elect Director Robert A. McEvoy Management For For
1i Elect Director Andrew G. Sharkey, III Management For For
1j Elect Director Douglas W. Stotlar Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Ratify KPMG LLP as Auditors Management For For
 
REXNORD CORPORATION
MEETING DATE:  JUL 23, 2020
TICKER:  RXN       SECURITY ID:  76169B102
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Thomas D. Christopoul Management For For
1.2 Elect Director John S. Stroup Management For For
1.3 Elect Director Peggy N. Troy Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For Against
3 Ratify Ernst & Young LLP as Auditors Management For For
 
ROBERT HALF INTERNATIONAL INC.
MEETING DATE:  MAY 19, 2021
TICKER:  RHI       SECURITY ID:  770323103
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Julia L. Coronado Management For For
1b Elect Director Dirk A. Kempthorne Management For For
1c Elect Director Harold M. Messmer, Jr. Management For For
1d Elect Director Marc H. Morial Management For For
1e Elect Director Barbara J. Novogradac Management For For
1f Elect Director Robert J. Pace Management For For
1g Elect Director Frederick A. Richman Management For For
1h Elect Director M. Keith Waddell Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Ratify PricewaterhouseCoopers LLP as Auditor Management For For
 
ROPER TECHNOLOGIES, INC.
MEETING DATE:  JUN 14, 2021
TICKER:  ROP       SECURITY ID:  776696106
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Shellye L. Archambeau Management For For
1.2 Elect Director Amy Woods Brinkley Management For For
1.3 Elect Director John F. Fort, III Management For For
1.4 Elect Director L. Neil Hunn Management For For
1.5 Elect Director Robert D. Johnson Management For For
1.6 Elect Director Laura G. Thatcher Management For For
1.7 Elect Director Richard F. Wallman Management For For
1.8 Elect Director Christopher Wright 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 Approve Omnibus Stock Plan Management For For
 
SCHNITZER STEEL INDUSTRIES, INC.
MEETING DATE:  JAN 26, 2021
TICKER:  SCHN       SECURITY ID:  806882106
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Glenda J. Minor Management For For
1.2 Elect Director Michael W. Sutherlin Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Ratify PricewaterhouseCoopers LLP as Auditors Management For For
 
SOLAREDGE TECHNOLOGIES, INC.
MEETING DATE:  JUN 01, 2021
TICKER:  SEDG       SECURITY ID:  83417M104
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Nadav Zafrir Management For For
1b Elect Director Avery More Management For For
1c Elect Director Zivi Lando 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
 
STEEL DYNAMICS, INC.
MEETING DATE:  MAY 19, 2021
TICKER:  STLD       SECURITY ID:  858119100
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Mark D. Millett Management For For
1.2 Elect Director Sheree L. Bargabos Management For For
1.3 Elect Director Keith E. Busse Management For For
1.4 Elect Director Frank D. Byrne Management For For
1.5 Elect Director Kenneth W. Cornew Management For For
1.6 Elect Director Traci M. Dolan Management For For
1.7 Elect Director James C. Marcuccilli Management For For
1.8 Elect Director Bradley S. Seaman Management For For
1.9 Elect Director Gabriel L. Shaheen Management For For
1.10 Elect Director Steven A. Sonnenberg Management For For
1.11 Elect Director Richard P. Teets, 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
 
STEELCASE INC.
MEETING DATE:  JUL 15, 2020
TICKER:  SCS       SECURITY ID:  858155203
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Lawrence J. Blanford Management For For
1b Elect Director Timothy C. E. Brown Management For For
1c Elect Director Connie K. Duckworth Management For For
1d Elect Director James P. Keane Management For For
1e Elect Director Todd P. Kelsey Management For For
1f Elect Director Jennifer C. Niemann Management For For
1g Elect Director Robert C. Pew, III Management For For
1h Elect Director Cathy D. Ross Management For For
1i Elect Director Catherine C. B. Schmelter Management For For
1j Elect Director Peter M. Wege, II Management For For
1k Elect Director Kate Pew Wolters 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
 
SUNRUN INC.
MEETING DATE:  JUN 03, 2021
TICKER:  RUN       SECURITY ID:  86771W105
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Katherine August-deWilde Management For For
1.2 Elect Director Gerald Risk Management For For
1.3 Elect Director Sonita Lontoh 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 Report on the Impact of the Use of Mandatory Arbitration on Employees and Workplace Culture Shareholder Against For
 
TE CONNECTIVITY LTD.
MEETING DATE:  MAR 10, 2021
TICKER:  TEL       SECURITY ID:  H84989104
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Pierre R. Brondeau Management For For
1b Elect Director Terrence R. Curtin Management For For
1c Elect Director Carol A. (John) Davidson Management For For
1d Elect Director Lynn A. Dugle Management For For
1e Elect Director William A. Jeffrey Management For For
1f Elect Director David M. Kerko *Withdrawn Resolution* Management None None
1g Elect Director Thomas J. Lynch Management For For
1h Elect Director Heath A. Mitts Management For For
1i Elect Director Yong Nam Management For For
1j Elect Director Daniel J. Phelan Management For For
1k Elect Director Abhijit Y. Talwalkar Management For For
1l Elect Director Mark C. Trudeau Management For For
1m Elect Director Dawn C. Willoughby Management For For
1n Elect Director Laura H. Wright Management For For
2 Elect Board Chairman Thomas J. Lynch Management For For
3a Elect Daniel J. Phelan as Member of Management Development and Compensation Committee Management For For
3b Elect Abhijit Y. Talwalkar as Member of Management Development and Compensation Committee Management For For
3c Elect Mark C. Trudeau as Member of Management Development and Compensation Committee Management For For
3d Elect Dawn C. Willoughby as Member of Management Development and Compensation Committee Management For For
4 Designate Rene Schwarzenbach as Independent Proxy Management For For
5.1 Accept Annual Report for Fiscal Year Ended September 25, 2020 Management For For
5.2 Accept Statutory Financial Statements for Fiscal Year Ended September 25, 2020 Management For For
5.3 Approve Consolidated Financial Statements for Fiscal Year Ended September 25, 2020 Management For For
6 Approve Discharge of Board and Senior Management Management For For
7.1 Ratify Deloitte & Touche LLP as Independent Registered Public Accounting Firm for Fiscal Year 2021 Management For For
7.2 Ratify Deloitte AG as Swiss Registered Auditors Management For For
7.3 Ratify PricewaterhouseCoopers AG as Special Auditors Management For For
8 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
9 Approve the Increase in Maximum Aggregate Remuneration of Executive Management Management For For
10 Approve Maximum Aggregate Remuneration of Board of Directors Management For For
11 Approve Allocation of Available Earnings at September 25, 2020 Management For For
12 Approve Declaration of Dividend Management For For
13 Approve Reduction in Share Capital via Cancelation of Shares Management For For
14 Amend Non-Qualified Employee Stock Purchase Plan Management For For
15 Amend Omnibus Stock Plan Management For For
16 Adjourn Meeting Management For For
 
TESLA, INC.
MEETING DATE:  SEP 22, 2020
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 Hiromichi Mizuno 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 Paid Advertising Shareholder Against Against
5 Adopt Simple Majority Vote Shareholder Against For
6 Report on Employee Arbitration Shareholder Against For
7 Additional Reporting on Human Rights Shareholder Against For
 
THE AES CORPORATION
MEETING DATE:  APR 22, 2021
TICKER:  AES       SECURITY ID:  00130H105
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Janet G. Davidson Management For For
1.2 Elect Director Andres R. Gluski Management For For
1.3 Elect Director Tarun Khanna Management For For
1.4 Elect Director Holly K. Koeppel Management For For
1.5 Elect Director Julia M. Laulis Management For For
1.6 Elect Director James H. Miller Management For For
1.7 Elect Director Alain Monie Management For For
1.8 Elect Director John B. Morse, Jr. Management For For
1.9 Elect Director Moises Naim Management For For
1.10 Elect Director Teresa M. Sebastian 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 Require Shareholder Approval of Bylaw and Charter Amendments Adopted by the Board of Directors Shareholder Against Against
 
THE BANK OF NEW YORK MELLON CORPORATION
MEETING DATE:  APR 13, 2021
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 Thomas P. "Todd" Gibbons Management For For
1d Elect Director M. Amy Gilliland Management For For
1e Elect Director Jeffrey A. Goldstein Management For For
1f Elect Director K. Guru Gowrappan Management For For
1g Elect Director Ralph Izzo Management For For
1h Elect Director Edmund F. "Ted" Kelly Management For For
1i Elect Director Elizabeth E. Robinson Management For For
1j Elect Director Samuel C. Scott, III Management For For
1k Elect Director Frederick O. Terrell Management For For
1l Elect Director Alfred W. "AI" Zollar 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 Reduce Ownership Threshold for Shareholders to Request Action by Written Consent Shareholder Against Against
 
THE PROCTER & GAMBLE COMPANY
MEETING DATE:  OCT 13, 2020
TICKER:  PG       SECURITY ID:  742718109
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Francis S. Blake Management For For
1b Elect Director Angela F. Braly Management For For
1c Elect Director Amy L. Chang Management For For
1d Elect Director Joseph Jimenez Management For For
1e Elect Director Debra L. Lee Management For For
1f Elect Director Terry J. Lundgren Management For For
1g Elect Director Christine M. McCarthy Management For For
1h Elect Director W. James McNerney, Jr. Management For For
1i Elect Director Nelson Peltz Management For For
1j Elect Director David S. Taylor Management For For
1k Elect Director Margaret C. Whitman Management For For
1l Elect Director Patricia A. Woertz 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 Qualified Employee Stock Purchase Plan Management For For
5 Report on Efforts to Eliminate Deforestation Shareholder Against Against
6 Publish Annually a Report Assessing Diversity and Inclusion Efforts Shareholder Against For
 
TRANE TECHNOLOGIES PLC
MEETING DATE:  JUN 03, 2021
TICKER:  TT       SECURITY ID:  G8994E103
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Kirk E. Arnold Management For For
1b Elect Director Ann C. Berzin Management For For
1c Elect Director John Bruton Management For For
1d Elect Director Jared L. Cohon Management For For
1e Elect Director Gary D. Forsee Management For For
1f Elect Director Linda P. Hudson Management For For
1g Elect Director Michael W. Lamach Management For For
1h Elect Director Myles P. Lee Management For For
1i Elect Director April Miller Boise Management For For
1j Elect Director Karen B. Peetz Management For For
1k Elect Director John P. Surma Management For For
1l Elect Director Tony L. White Management For For
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 Authorize Issue of Equity Management For For
5 Renew Directors' Authority to Issue Shares for Cash Management For For
6 Authorize Reissuance of Repurchased Shares Management For For
 
VESTAS WIND SYSTEMS A/S
MEETING DATE:  APR 08, 2021
TICKER:  VWS       SECURITY ID:  K9773J128
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 8.45 Per Share Management For For
4 Approve Remuneration Report (Advisory Vote) Management For For
5 Approve Remuneration of Directors in the Amount of DKK 1.3 Million for Chairman, DKK 892,500 for Vice Chairman and DKK 446,250 for Other Directors; Approve Remuneration for Committee Work Management For For
6.a Reelect Anders Runevad as Director Management For For
6.b Reelect Bert Nordberg as Director Management For For
6.c Reelect Bruce Grant as Director Management For For
6.d Reelect Eva Merete Sofelde Berneke as Director Management For For
6.e Reelect Helle Thorning-Schmidt as Director Management For For
6.f Reelect Karl-Henrik Sundstrom as Director Management For For
6.g Reelect Lars Josefsson as Director Management For For
6.h Elect Kentaro Hosomi as New Director Management For For
7 Ratify PricewaterhouseCoopers as Auditors Management For For
8.1 Approve Guidelines for Incentive-Based Compensation for Executive Management and Board Management For For
8.2 Amend Articles Re: Change Par Value from DKK 1 to DKK 0.01 or Multiples Thereof Management For For
8.3 Approve Creation of DKK 20.2 Million Pool of Capital with Preemptive Rights; Approve Creation of DKK 20.2 Million Pool of Capital without Preemptive Rights; Maximum Increase in Share Capital under Both Authorizations up to DKK 20.2 Million Management For For
8.4 Allow Shareholder Meetings to be Held by Electronic Means Only Management For For
8.5 Allow Electronic Distribution of Company Communication Management For For
8.6 Authorize Board to Decide on the Distribution of Extraordinary Dividends Management For For
8.7 Authorize Share Repurchase Program Management For For
9 Authorize Editorial Changes to Adopted Resolutions in Connection with Registration with Danish Authorities Management For For
10 Other Business Management None None
 
VISA INC.
MEETING DATE:  JAN 26, 2021
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 Mary B. Cranston 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 John F. Lundgren Management For For
1g Elect Director Robert W. Matschullat Management For For
1h Elect Director Denise M. Morrison Management For For
1i Elect Director Suzanne Nora Johnson Management For For
1j Elect Director Linda J. Rendle Management For For
1k Elect Director John A. C. Swainson Management For For
1l Elect Director Maynard G. Webb, Jr. 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
5 Provide Holders of At Least 15% Class A Common Stock Right to Call Special Meeting Management For For
6 Provide Right to Act by Written Consent Shareholder Against Against
7 Amend Principles of Executive Compensation Program Shareholder Against Against
 
ZOETIS INC.
MEETING DATE:  MAY 20, 2021
TICKER:  ZTS       SECURITY ID:  98978V103
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Sanjay Khosla Management For For
1b Elect Director Antoinette R. Leatherberry Management For For
1c Elect Director Willie M. Reed Management For For
1d Elect Director Linda Rhodes Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Ratify KPMG LLP as Auditor Management For For
4 Adopt Simple Majority Vote Shareholder Against For

VOTE SUMMARY REPORT
FIDELITY FLEX REAL ESTATE FUND
07/01/2020 - 06/30/2021

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 ASSETS TRUST, INC.
MEETING DATE:  JUN 08, 2021
TICKER:  AAT       SECURITY ID:  024013104
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Ernest S. Rady Management For For
1.2 Elect Director Robert S. Sullivan Management For For
1.3 Elect Director Thomas S. Olinger Management For For
1.4 Elect Director Joy L. Schaefer Management For For
1.5 Elect Director Nina A. Tran 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
 
AMERICAN HOMES 4 RENT
MEETING DATE:  MAY 06, 2021
TICKER:  AMH       SECURITY ID:  02665T306
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Kenneth M. Woolley 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 Hughes Gustavson Management For For
1g Elect Director Matthew J. Hart Management For For
1h Elect Director Michelle C. Kerrick Management For For
1i Elect Director James H. Kropp Management For For
1j Elect Director Lynn C. Swann Management For For
1k Elect Director Winifred M. Webb Management For For
1l Elect Director Jay Willoughby Management For For
1m Elect Director Matthew R. Zaist Management For For
2 Approve Omnibus Stock Plan Management For For
3 Approve Nonqualified Employee Stock Purchase Plan 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
 
AMERICOLD REALTY TRUST
MEETING DATE:  MAY 19, 2021
TICKER:  COLD       SECURITY ID:  03064D108
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Fred W. Boehler Management For For
1b Elect Director George J. Alburger, Jr. Management For For
1c Elect Director Kelly H. Barrett Management For For
1d Elect Director Antonio F. Fernandez Management For For
1e Elect Director James R. Heistand Management For For
1f Elect Director David J. Neithercut Management For For
1g Elect Director Mark R. Patterson Management For For
1h Elect Director Andrew P. Power 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
 
APARTMENT INVESTMENT AND MANAGEMENT COMPANY
MEETING DATE:  NOV 20, 2020
TICKER:  AIV       SECURITY ID:  03748R754
Proposal No Proposal Proposed By Management Recommendation Vote Cast
Management Proxy (White Proxy Card)
1 Revoke Consent to Call a Special Meeting to Approve a Non-Binding Resolution Urging the Board to Put Any Proposed Separation or Spin-Off To a Vote At a Meeting of Stockholders Shareholder For Did Not Vote
Proposal No Proposal Proposed By Dissident Recommendation Vote Cast
Dissident Proxy (Gold Proxy Card)
1 Consent to Call a Special Meeting to Approve a Non-Binding Resolution Urging the Board to Put Any Proposed Separation or Spin-Off To a Vote At a Meeting of Stockholders Shareholder For For
2 Consent to Exercise All Rights of Common Shareholders Incidental to Calling the Special Meeting and Causing the Purposes of the Authority Expressly Granted Pursuant to the Written Requests to the Designated Agents to be Carried into Effect Shareholder For For
 
BRANDYWINE REALTY TRUST
MEETING DATE:  MAY 18, 2021
TICKER:  BDN       SECURITY ID:  105368203
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director James C. Diggs Management For For
1b Elect Director Reginald DesRoches Management For For
1c Elect Director H. Richard Haverstick, Jr. Management For For
1d Elect Director Terri A. Herubin Management For For
1e Elect Director Michael J. Joyce Management For For
1f Elect Director Charles P. Pizzi Management For For
1g Elect Director Gerard H. Sweeney Management For For
2 Ratify PricewaterhouseCoopers LLP as Auditors Management For For
3 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
 
CBRE GROUP, INC.
MEETING DATE:  MAY 19, 2021
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 Christopher T. Jenny Management For For
1f Elect Director Gerardo I. Lopez Management For For
1g Elect Director Oscar Munoz Management For For
1h Elect Director Robert E. Sulentic Management For For
1i Elect Director Laura D. Tyson Management For For
1j 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 Reduce Ownership Threshold for Shareholders to Call Special Meeting Shareholder Against Against
 
CROWN CASTLE INTERNATIONAL CORP.
MEETING DATE:  MAY 21, 2021
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 Lee W. Hogan Management For For
1g Elect Director Tammy K. Jones Management For For
1h Elect Director J. Landis Martin Management For For
1i Elect Director Anthony J. Melone Management For For
1j Elect Director W. Benjamin Moreland Management For For
1k Elect Director Kevin A. Stephens Management For For
1l 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 Advisory Vote on Say on Pay Frequency Management One Year One Year
 
CUBESMART
MEETING DATE:  MAY 11, 2021
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 Dorothy Dowling Management For For
1.3 Elect Director John W. Fain Management For For
1.4 Elect Director Marianne M. Keler Management For For
1.5 Elect Director Christopher P. Marr Management For For
1.6 Elect Director Deborah R. Salzberg Management For For
1.7 Elect Director John F. Remondi Management For For
1.8 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
 
DIAMONDROCK HOSPITALITY COMPANY
MEETING DATE:  MAY 05, 2021
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 Kathleen A. (Wayton) Merrill Management For For
1e Elect Director William J. Shaw Management For For
1f Elect Director Bruce D. Wardinski Management For For
1g Elect Director Tabassum Zalotrawala Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Ratify KPMG LLP as Auditor Management For For
1h Elect Director Michael A. Hartmeier Management For For
 
DIGITAL REALTY TRUST, INC.
MEETING DATE:  JUN 03, 2021
TICKER:  DLR       SECURITY ID:  253868103
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Laurence A. Chapman Management For For
1b Elect Director Alexis Black Bjorlin Management For For
1c Elect Director VeraLinn "Dash" Jamieson Management For For
1d Elect Director Kevin J. Kennedy Management For For
1e Elect Director William G. LaPerch Management For For
1f Elect Director Jean F.H.P. Mandeville Management For For
1g Elect Director Afshin Mohebbi Management For For
1h Elect Director Mark R. Patterson Management For For
1i Elect Director Mary Hogan Preusse Management For For
1j Elect Director Dennis E. Singleton Management For For
1k 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
 
DUKE REALTY CORPORATION
MEETING DATE:  APR 28, 2021
TICKER:  DRE       SECURITY ID:  264411505
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director John P. Case Management For For
1b Elect Director James B. Connor Management For For
1c Elect Director Tamara D. Fischer Management For For
1d Elect Director Norman K. Jenkins Management For For
1e Elect Director Kelly T. Killingsworth Management For For
1f Elect Director Melanie R. Sabelhaus Management For For
1g Elect Director Peter M. Scott, III Management For For
1h Elect Director David P. Stockert Management For For
1i Elect Director Chris T. Sultemeier Management For For
1j Elect Director Michael E. Szymanczyk Management For For
1k Elect Director Warren M. Thompson Management For For
1l Elect Director Lynn C. Thurber Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Ratify KPMG LLP as Auditors Management For For
 
EQUINIX, INC.
MEETING DATE:  MAY 26, 2021
TICKER:  EQIX       SECURITY ID:  29444U700
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Thomas Bartlett Management For For
1.2 Elect Director Nanci Caldwell Management For For
1.3 Elect Director Adaire Fox-Martin Management For For
1.4 Elect Director Gary Hromadko Management For For
1.5 Elect Director Irving Lyons, III Management For For
1.6 Elect Director Charles Meyers Management For For
1.7 Elect Director Christopher Paisley Management For For
1.8 Elect Director Sandra Rivera Management For For
1.9 Elect Director Peter Van Camp 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 Reduce Ownership Threshold for Shareholders to Request Action by Written Consent Shareholder Against Against
 
EQUITY LIFESTYLE PROPERTIES, INC.
MEETING DATE:  APR 27, 2021
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
 
EXTRA SPACE STORAGE INC.
MEETING DATE:  MAY 26, 2021
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 Joseph J. Bonner Management For For
1.5 Elect Director Gary L. Crittenden Management For For
1.6 Elect Director Spencer F. Kirk Management For For
1.7 Elect Director Dennis J. Letham Management For For
1.8 Elect Director Diane Olmstead Management For For
1.9 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
4 Advisory Vote on Say on Pay Frequency Management One Year One Year
 
GAMING AND LEISURE PROPERTIES, INC.
MEETING DATE:  JUN 10, 2021
TICKER:  GLPI       SECURITY ID:  36467J108
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Peter M. Carlino Management For For
1b Elect Director Carol (Lili) Lynton Management For For
1c Elect Director Joseph W. Marshall, III Management For For
1d Elect Director James B. Perry Management For For
1e Elect Director Barry F. Schwartz Management For For
1f Elect Director Earl C. Shanks Management For For
1g 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
 
HEALTHCARE TRUST OF AMERICA, INC.
MEETING DATE:  JUL 07, 2020
TICKER:  HTA       SECURITY ID:  42225P501
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Scott D. Peters Management For For
1b Elect Director W. Bradley Blair, II Management For For
1c Elect Director Vicki U. Booth Management For For
1d Elect Director H. Lee Cooper Management For For
1e Elect Director Warren D. Fix Management For For
1f Elect Director Peter N. Foss Management For For
1g Elect Director Jay P. Leupp Management For For
1h Elect Director Gary T. Wescombe 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
 
HIGHWOODS PROPERTIES, INC.
MEETING DATE:  MAY 11, 2021
TICKER:  HIW       SECURITY ID:  431284108
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Charles A. Anderson Management For For
1.2 Elect Director Gene H. Anderson Management For For
1.3 Elect Director Thomas P. Anderson Management For For
1.4 Elect Director Carlos E. Evans Management For For
1.5 Elect Director David L. Gadis Management For For
1.6 Elect Director David J. Hartzell Management For For
1.7 Elect Director Sherry A. Kellett Management For For
1.8 Elect Director Theodore J. Klinck Management For For
1.9 Elect Director Anne H. Lloyd 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 For
 
INSTONE REAL ESTATE GROUP AG
MEETING DATE:  JUN 09, 2021
TICKER:  INS       SECURITY ID:  D3706C100
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1 Receive Financial Statements and Statutory Reports for Fiscal Year 2020 (Non-Voting) Management None None
2 Approve Allocation of Income and Dividends of EUR 0.26 per Share Management For For
3 Approve Discharge of Management Board for Fiscal Year 2020 Management For For
4 Approve Discharge of Supervisory Board for Fiscal Year 2020 Management For For
5 Ratify Deloitte GmbH as Auditors for Fiscal Year 2021 Management For For
6 Approve Remuneration Policy Management For For
7 Approve Remuneration of Supervisory Board Management For For
8 Approve Issuance of Warrants/Bonds with Warrants Attached/Convertible Bonds without Preemptive Rights up to Aggregate Nominal Amount of EUR 350 Million; Approve Creation of EUR 4.7 Million Pool of Capital to Guarantee Conversion Rights Management For For
9 Approve Creation of EUR 8 Million Pool of Capital with Partial Exclusion of Preemptive Rights Management For For
10 Change of Corporate Form to Societas Europaea (SE) Management For For
 
INVITATION HOMES, INC.
MEETING DATE:  MAY 18, 2021
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 J. Heidi Roizen Management For For
1.9 Elect Director Janice L. Sears Management For For
1.10 Elect Director William J. Stein 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
 
IRON MOUNTAIN INCORPORATED
MEETING DATE:  MAY 12, 2021
TICKER:  IRM       SECURITY ID:  46284V101
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Jennifer Allerton Management For For
1b Elect Director Pamela M. Arway Management For For
1c Elect Director Clarke H. Bailey Management For For
1d Elect Director Kent P. Dauten Management For For
1e Elect Director Monte Ford Management For For
1f Elect Director Per-Kristian Halvorsen Management For For
1g Elect Director Robin L. Matlock Management For For
1h Elect Director William L. Meaney Management For For
1i Elect Director Wendy J. Murdock Management For For
1j Elect Director Walter C. Rakowich Management For For
1k Elect Director Doyle R. Simons Management For For
1l Elect Director Alfred J. Verrecchia Management For For
2 Amend Omnibus Stock Plan Management For For
3 Amend Qualified Employee Stock Purchase Plan Management For For
4 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
5 Ratify Deloitte & Touche LLP as Auditors Management For For
 
KIMCO REALTY CORPORATION
MEETING DATE:  APR 27, 2021
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 Director 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 Ratify PricewaterhouseCoopers LLP as Auditors Management For For
 
LAMAR ADVERTISING COMPANY
MEETING DATE:  MAY 20, 2021
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 Ratify KPMG LLP as Auditors Management For For
 
LEXINGTON REALTY TRUST
MEETING DATE:  MAY 18, 2021
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 Richard S. Frary Management For For
1.3 Elect Director Lawrence L. Gray Management For For
1.4 Elect Director Jamie Handwerker Management For For
1.5 Elect Director Claire A. Koeneman Management For For
1.6 Elect Director Howard Roth 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
 
MACK-CALI REALTY CORPORATION
MEETING DATE:  JUL 01, 2020
TICKER:  CLI       SECURITY ID:  554489104
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Alan R. Batkin Management For For
1.2 Elect Director Michael Berman Management For For
1.3 Elect Director Frederic Cumenal Management For For
1.4 Elect Director MaryAnne Gilmartin Management For For
1.5 Elect Director Tammy K. Jones Management For For
1.6 Elect Director A. Akiva Katz Management For For
1.7 Elect Director Nori Gerardo Lietz Management For For
1.8 Elect Director Mahbod Nia Management For For
1.9 Elect Director Howard S. Stern Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Ratify PricewaterhouseCoopers LLP as Auditors Management For For
 
MACK-CALI REALTY CORPORATION
MEETING DATE:  JUN 09, 2021
TICKER:  CLI       SECURITY ID:  554489104
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Alan R. Batkin Management For For
1.2 Elect Director Frederic Cumenal Management For For
1.3 Elect Director Tammy K. Jones Management For For
1.4 Elect Director A. Akiva Katz Management For For
1.5 Elect Director Nori Gerardo Lietz Management For For
1.6 Elect Director Victor B. MacFarlane Management For For
1.7 Elect Director Mahbod Nia Management For For
1.8 Elect Director Howard S. Stern 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 PricewaterhouseCoopers LLP as Auditors Management For For
 
MEDICAL PROPERTIES TRUST, INC.
MEETING DATE:  MAY 26, 2021
TICKER:  MPW       SECURITY ID:  58463J304
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Edward K. Aldag, Jr. Management For For
1.2 Elect Director G. Steven Dawson Management For For
1.3 Elect Director R. Steven Hamner Management For For
1.4 Elect Director Caterina A. Mozingo Management For For
1.5 Elect Director Elizabeth N. Pitman Management For For
1.6 Elect Director C. Reynolds Thompson, III Management For For
1.7 Elect Director D. Paul Sparks, Jr. Management For For
1.8 Elect Director Michael G. Stewart Management For For
2 Ratify PricewaterhouseCoopers LLP as Auditors Management For For
3 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
 
MID-AMERICA APARTMENT COMMUNITIES, INC.
MEETING DATE:  MAY 18, 2021
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 Alan B. Graf, Jr. Management For For
1c Elect Director Toni Jennings Management For For
1d Elect Director Edith Kelly-Green Management For For
1e Elect Director James K. Lowder Management For For
1f Elect Director Thomas H. Lowder Management For For
1g Elect Director Monica McGurk Management For For
1h Elect Director Claude B. Nielsen Management For For
1i Elect Director Philip W. Norwood Management For For
1j Elect Director W. Reid Sanders Management For For
1k Elect Director Gary Shorb Management For For
1l Elect Director David P. Stockert 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
 
NATIONAL RETAIL PROPERTIES, INC.
MEETING DATE:  MAY 12, 2021
TICKER:  NNN       SECURITY ID:  637417106
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Pamela K M. Beall Management For For
1.2 Elect Director Steven D. Cosler Management For For
1.3 Elect Director Don DeFosset Management For For
1.4 Elect Director David M. Fick Management For For
1.5 Elect Director Edward J. Fritsch Management For For
1.6 Elect Director Kevin B. Habicht Management For For
1.7 Elect Director Betsy D. Holden Management For For
1.8 Elect Director Julian E. Whitehurst 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
 
PIEDMONT OFFICE REALTY TRUST, INC.
MEETING DATE:  MAY 11, 2021
TICKER:  PDM       SECURITY ID:  720190206
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Frank C. McDowell Management For For
1.2 Elect Director Kelly H. Barrett Management For For
1.3 Elect Director Wesley E. Cantrell Management For For
1.4 Elect Director Glenn G. Cohen Management For For
1.5 Elect Director Barbara B. Lang Management For For
1.6 Elect Director C. Brent Smith Management For For
1.7 Elect Director Jeffrey L. Swope Management For For
1.8 Elect Director Dale H. Taysom 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
 
PROLOGIS, INC.
MEETING DATE:  APR 29, 2021
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 George L. Fotiades Management For For
1d Elect Director Lydia H. Kennard Management For For
1e Elect Director Irving F. Lyons, III Management For For
1f Elect Director Avid Modjtabai Management For For
1g Elect Director David P. O'Connor Management For For
1h Elect Director Olivier Piani Management For For
1i Elect Director Jeffrey L. Skelton Management For For
1j Elect Director Carl B. Webb Management For For
1k Elect Director William D. Zollars Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Ratify KPMG LLP as Auditors Management For For
 
REALOGY HOLDINGS CORP.
MEETING DATE:  MAY 05, 2021
TICKER:  RLGY       SECURITY ID:  75605Y106
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Fiona P. Dias Management For For
1b Elect Director Matthew J. Espe Management For For
1c Elect Director V. Ann Hailey Management For For
1d Elect Director Bryson R. Koehler Management For For
1e Elect Director Duncan L. Niederauer Management For For
1f Elect Director Ryan M. Schneider Management For For
1g Elect Director Enrique Silva Management For For
1h Elect Director Sherry M. Smith Management For For
1i Elect Director Christopher S. Terrill Management For For
1j Elect Director Felicia Williams Management For For
1k Elect Director Michael J. Williams 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 Omnibus Stock Plan Management For For
5 Amend Certificate of Incorporation to Clarify Board's Ability to Amend the Bylaws Management For For
 
REGENCY CENTERS CORPORATION
MEETING DATE:  MAY 05, 2021
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 Joseph F. Azrack Management For For
1c Elect Director Bryce Blair Management For For
1d Elect Director C. Ronald Blankenship 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 Thomas G. Wattles Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Ratify KPMG LLP as Auditors Management For For
 
RLJ LODGING TRUST
MEETING DATE:  APR 30, 2021
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 Glenda G. McNeal 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 Approve Omnibus Stock Plan Management For For
 
RYMAN HOSPITALITY PROPERTIES, INC.
MEETING DATE:  MAY 13, 2021
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 Christian A. Brickman Management For For
1d Elect Director Fazal Merchant Management For For
1e Elect Director Patrick Moore Management For For
1f Elect Director Christine Pantoya Management For For
1g Elect Director Robert Prather, Jr. Management For For
1h Elect Director Colin Reed Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Ratify Ernst & Young LLP as Auditor Management For For
 
SBA COMMUNICATIONS CORPORATION
MEETING DATE:  MAY 13, 2021
TICKER:  SBAC       SECURITY ID:  78410G104
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Mary S. Chan Management For For
1.2 Elect Director George R. Krouse, 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
 
SPIRIT REALTY CAPITAL, INC.
MEETING DATE:  MAY 19, 2021
TICKER:  SRC       SECURITY ID:  84860W300
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Jackson Hsieh Management For For
1.2 Elect Director Kevin M. Charlton Management For For
1.3 Elect Director Todd A. Dunn Management For For
1.4 Elect Director Elizabeth F. Frank Management For For
1.5 Elect Director Michelle M. Frymire Management For For
1.6 Elect Director Kristian M. Gathright Management For For
1.7 Elect Director Richard I. Gilchrist Management For For
1.8 Elect Director Diana M. Laing Management For For
1.9 Elect Director Nicholas P. Shepherd Management For For
1.10 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 19, 2021
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 Brian M. Hermelin Management For For
1f Elect Director Ronald A. Klein Management For For
1g Elect Director Clunet R. Lewis Management For For
1h Elect Director Arthur A. Weiss Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Ratify Grant Thornton LLP as Auditor Management For For
 
UDR, INC.
MEETING DATE:  MAY 27, 2021
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 Diane M. Morefield Management For For
1g Elect Director Robert A. McNamara Management For For
1h Elect Director Mark R. Patterson Management For For
1i Elect Director Thomas W. Toomey 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
 
VENTAS, INC.
MEETING DATE:  MAY 25, 2021
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 Jay M. Gellert 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 Robert D. Reed 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 Ratify KPMG LLP as Auditors Management For For
 
VEREIT, INC.
MEETING DATE:  JUN 03, 2021
TICKER:  VER       SECURITY ID:  92339V308
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Glenn J. Rufrano Management For For
1b Elect Director Hugh R. Frater Management For For
1c Elect Director Priscilla Almodovar Management For For
1d Elect Director David B. Henry Management For For
1e Elect Director Mary Hogan Preusse Management For For
1f Elect Director Richard J. Lieb Management For For
1g Elect Director Eugene A. Pinover Management For For
1h Elect Director Julie G. Richardson Management For For
1i Elect Director Susan E. Skerritt 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 For
5 Amend Charter to Allow Shareholders to Amend Bylaws Management For For
 
VICI PROPERTIES INC.
MEETING DATE:  APR 28, 2021
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
 
WASHINGTON REAL ESTATE INVESTMENT TRUST
MEETING DATE:  MAY 27, 2021
TICKER:  WRE       SECURITY ID:  939653101
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Benjamin S. Butcher Management For For
1.2 Elect Director William G. Byrnes Management For For
1.3 Elect Director Edward S. Civera Management For For
1.4 Elect Director Ellen M. Goitia Management For For
1.5 Elect Director Paul T. McDermott Management For For
1.6 Elect Director Thomas H. Nolan, Jr. Management For For
1.7 Elect Director Anthony L. Winns 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
 
WELLTOWER INC.
MEETING DATE:  MAY 26, 2021
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 Jeffrey H. Donahue Management For For
1d Elect Director Philip L. Hawkins Management For For
1e Elect Director Dennis G. Lopez Management For For
1f Elect Director Shankh Mitra Management For For
1g Elect Director Ade J. Patton Management For For
1h Elect Director Diana W. Reid Management For For
1i Elect Director Sergio D. Rivera Management For For
1j Elect Director Johnese M. Spisso Management For For
1k 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
 
WEYERHAEUSER COMPANY
MEETING DATE:  MAY 14, 2021
TICKER:  WY       SECURITY ID:  962166104
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Mark A. Emmert Management For For
1b Elect Director Rick R. Holley Management For For
1c Elect Director Sara Grootwassink Lewis Management For For
1d Elect Director Deidra C. Merriwether Management For For
1e Elect Director Al Monaco Management For For
1f Elect Director Nicole W. Piasecki Management For For
1g Elect Director Lawrence A. Selzer Management For For
1h Elect Director Devin W. Stockfish Management For For
1i Elect Director Kim 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

VOTE SUMMARY REPORT
FIDELITY INTERNATIONAL REAL ESTATE FUND
07/01/2020 - 06/30/2021

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.

 
360 CAPITAL GROUP
MEETING DATE:  NOV 25, 2020
TICKER:  TGP       SECURITY ID:  Q90353105
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1 Approve Remuneration Report Management For For
2 Elect David van Aanholt as Director Management For For
3 Elect Graham E Lenzner as Director Management For For
4 Approve Extension of Vesting Period for Directors Under the 2017 Employee Security Plan Management None For
 
AENA S.M.E. SA
MEETING DATE:  APR 27, 2021
TICKER:  AENA       SECURITY ID:  E526K0106
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1 Approve Standalone Financial Statements Management For For
2 Approve Consolidated Financial Statements Management For For
3 Approve Treatment of Net Loss Management For For
4 Approve Non-Financial Information Statement Management For For
5 Approve Discharge of Board Management For For
6 Ratify Appointment of and Elect Juan Rio Cortes as Director Management For For
7.1 Amend Articles Re: Allow Shareholder Meetings to be Held in Virtual-Only Format Management For For
7.2 Amend Articles Re: Board Competences and Board Committees Management For For
7.3 Amend Articles Re: Board Committees, Remuneration and Climate Action Plan Management For For
8 Amend Articles of General Meeting Regulations Re: Allow Shareholder Meetings to be Held in Virtual-Only Format Management For For
9 Advisory Vote on Remuneration Report Management For For
10 Advisory Vote on Company's Climate Action Plan Management For For
11 Authorize Board to Ratify and Execute Approved Resolutions Management For For
 
AMASTEN FASTIGHETS AB
MEETING DATE:  MAR 23, 2021
TICKER:  AMAST       SECURITY ID:  W0R88G105
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1 Open Meeting; Elect Erik Borgblad as Chairman of Meeting Management For Did Not Vote
2 Prepare and Approve List of Shareholders Management For Did Not Vote
3 Designate Inspector(s) of Minutes of Meeting Management For Did Not Vote
4 Acknowledge Proper Convening of Meeting Management For Did Not Vote
5 Approve Agenda of Meeting Management For Did Not Vote
6 Approve Convertibles Incentive Plan for Key Employees; Approve Creation of SEK 28.4 Million Pool of Capital to Guarantee Conversion Rights Management For Did Not Vote
7 Approve Transaction with a Related Party Management For Did Not Vote
8 Approve Issuance of 1.5 Million Common Shares of Series A for Private Placement for Ranes Fastighets AB Management For Did Not Vote
9 Close Meeting Management None None
 
AMASTEN FASTIGHETS AB
MEETING DATE:  MAY 20, 2021
TICKER:  AMAST       SECURITY ID:  W0R88G105
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1 Open Meeting; Elect Chairman of Meeting Management For Did Not Vote
2 Prepare and Approve List of Shareholders Management For Did Not Vote
3 Designate Inspector(s) of Minutes of Meeting Management For Did Not Vote
4 Acknowledge Proper Convening of Meeting Management For Did Not Vote
5 Approve Agenda of Meeting Management For Did Not Vote
6 Receive Financial Statements and Statutory Reports Management None None
7.a Accept Financial Statements and Statutory Reports Management For Did Not Vote
7.b Approve Allocation of Income and Dividends of up to SEK 20 Per Preferential Share of Series B and Omission of Dividends for Common Shares of Series A Management For Did Not Vote
7.c1 Approve Discharge of Magnus Bakke Management For Did Not Vote
7.c2 Approve Discharge of Bengt Kjell Management For Did Not Vote
7.c3 Approve Discharge of Anneli Lindblom Management For Did Not Vote
7.c4 Approve Discharge of Jakob Pettersson Management For Did Not Vote
7.c5 Approve Discharge of Kristina Sawjani Management For Did Not Vote
7.c6 Approve Discharge of Peter Wagstrom Management For Did Not Vote
7.c7 Approve Discharge of Mikael Ranes Management For Did Not Vote
7.c8 Approve Discharge of Jan-Erik Hojvall Management For Did Not Vote
8.1 Determine Number of Members (6) and Deputy Members (0) of Board Management For Did Not Vote
8.2 Determine Number of Auditors (1) and Deputy Auditors (0) Management For Did Not Vote
9.1 Approve Remuneration of Directors in the Aggregate Amount of SEK 1.7 Million Management For Did Not Vote
9.2 Approve Remuneration of Committee Work Management For Did Not Vote
9.3 Approve Remuneration of Auditors Management For Did Not Vote
10.1 Reelect Magnus Bakke as Director Management For Did Not Vote
10.2 Reelect Bengt Kjell as Director Management For Did Not Vote
10.3 Reelect Anneli Lindblom as Director Management For Did Not Vote
10.4 Reelect Jakob Pettersson as Director Management For Did Not Vote
10.5 Reelect Kristina Sawjani as Director Management For Did Not Vote
10.6 Reelect Peter Wagstrom as Director Management For Did Not Vote
10.7 Elect Bengt Kjell as Board Chair Management For Did Not Vote
10.8 Ratify Ernst & Young as Auditors Management For Did Not Vote
11 Authorize Chairman of Board and Representatives of Three of Company's Largest Shareholders to Serve on Nominating Committee Management For Did Not Vote
12 Amend Articles Re: Editorial Changes; Set Minimum (SEK 680 Million) and Maximum (SEK 2.72 Billion) Share Capital; Set Minimum (680 Million) and Maximum (2.72 Billion) Number of Shares; Participation at General Meetings; Proxy and Postal Voting Management For Did Not Vote
13 Approve Issuance of up to 20 Percent of Share Capital without Preemptive Rights Management For Did Not Vote
14 Close Meeting Management None None
 
ARENA REIT
MEETING DATE:  NOV 19, 2020
TICKER:  ARF       SECURITY ID:  Q0457C152
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1 Approve Remuneration Report Management For For
2 Elect David Ross as Director Management For For
3 Ratify Past Issuance of Securities to Existing and New Institutional Investors 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
8 Approve the Amendment of Constitutions Management For For
 
ARGAN SA
MEETING DATE:  MAR 25, 2021
TICKER:  ARG       SECURITY ID:  F0378V109
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1 Approve Financial Statements and Discharge Management and Supervisory Boards Management For For
2 Approve Consolidated Financial Statements and Statutory Reports Management For For
3 Approve Allocation of Income and Dividends Management For For
4 Approve Dividends of EUR 2.10 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 For
10 Approve Compensation of Francis Albertinelli, Management Board Member Management For For
11 Approve Compensation of Frederic Larroumets, Management Board Member Management For For
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 176,500 Management For For
15 Reelect Florence Soule de Lafont as Supervisory Board Member Management For For
16 Reelect Jean-Claude Le Lan as Supervisory Board Member Management For Against
17 Elect Hubert Rodarie as Supervisory Board Member Management For For
18 Authorize Repurchase of Up to 10 Percent of Issued Share Capital Management For Against
19 Authorize Capitalization of Reserves of Up to EUR 15 Million for Bonus Issue or Increase in Par Value Management For For
20 Authorize Issuance of Equity or Equity-Linked Securities with Preemptive Rights up to Aggregate Nominal Amount of EUR 25 Million Management For Against
21 Authorize Issuance of Equity or Equity-Linked Securities without Preemptive Rights up to Aggregate Nominal Amount of EUR 20 Million Management For Against
22 Approve Issuance of Equity or Equity-Linked Securities for up to 20 Percent of Issued Capital Per Year for Private Placements Management For Against
23 Authorize Board to Set Issue Price for 10 Percent Per Year of Issued Capital Pursuant to Issue Authority without Preemptive Rights Management For Against
24 Authorize Board to Increase Capital in the Event of Additional Demand Related to Delegation Submitted to Shareholder Vote Above Management For Against
25 Authorize Capital Increase of up to 10 Percent of Issued Capital for Contributions in Kind Management For Against
26 Authorize Decrease in Share Capital via Cancellation of Repurchased Shares Management For For
27 Set Total Limit for Capital Increase to Result from All Issuance Requests at EUR 50 Million Management For For
28 Authorize Capital Issuances for Use in Employee Stock Purchase Plans Management For For
29 Amend Article 25 of Bylaws Re: Written Consultation Management For For
30 Amend Articles 32 and 34 of Bylaws Re: Convening of GM Management For For
31 Authorize Filing of Required Documents/Other Formalities Management For For
 
ARIMA REAL ESTATE SA
MEETING DATE:  JUN 28, 2021
TICKER:  ARM       SECURITY ID:  E0R03F109
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1 Approve Standalone Financial Statements Management For For
2 Approve Treatment of Net Loss Management For For
3 Approve Discharge of Board Management For For
4 Approve Consolidated Financial Statements Management For For
5 Advisory Vote on Remuneration Report Management For Against
6 Approve Corporate Governance Report and Acknowledge the Compliance Degree of the Code of Good Governance by the Company Management For For
7.a Reelect Luis Maria Arredondo Malo as Director Management For For
7.b Reelect Luis Alfonso Lopez de Herrera-Oria as Director Management For For
7.c Reelect Fernando Bautista Sagues as Director Management For For
7.d Reelect David Jimenez-Blanco Carrillo de Albornoz as Director Management For For
7.e Reelect Cato Henning Stonex as Director Management For For
8 Renew Appointment of PricewaterhouseCoopers as Auditor Management For For
9 Amend Remuneration Policy Management For Against
10 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
11 Authorize Share Repurchase Program Management For For
12 Acknowledge Impact of Covid-19 on the Company Management None None
13 Authorize Board to Ratify and Execute Approved Resolutions Management For For
 
ARVIDA GROUP LIMITED
MEETING DATE:  JUL 03, 2020
TICKER:  ARV       SECURITY ID:  Q05520103
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1 Elect Michael Ambrose as Director Management For For
2 Elect Paul Ridley-Smith as Director Management For For
3 Authorize Board to Fix Remuneration of the Auditors Management For For
 
AUCKLAND INTERNATIONAL AIRPORT LTD.
MEETING DATE:  OCT 22, 2020
TICKER:  AIA       SECURITY ID:  Q06213146
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1 Elect Julia Hoare as Director Management For For
2 Authorize Board to Fix Remuneration of the Auditors Management For For
 
BIG YELLOW GROUP PLC
MEETING DATE:  AUG 05, 2020
TICKER:  BYG       SECURITY ID:  G1093E108
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 Cotton as Director Management For For
5 Re-elect James Gibson as Director Management For For
6 Re-elect Dr Anna Keay as Director Management For For
7 Re-elect Adrian Lee as Director Management For For
8 Re-elect Vince Niblett as Director Management For For
9 Re-elect John Trotman as Director Management For For
10 Re-elect Nicholas Vetch as Director Management For For
11 Elect Julia Hailes as Director Management For For
12 Elect Laela Pakpour Tabrizi as Director Management For For
13 Reappoint KPMG LLP as Auditors Management For For
14 Authorise Board 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 Market Purchase of Ordinary Shares Management For For
19 Authorise the Company to Call General Meeting with Two Weeks' Notice Management For For
 
CATENA AB
MEETING DATE:  APR 29, 2021
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 President'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 7.50 Per Share Management For Did Not Vote
12a Approve Discharge of Gustav Hermelin Management For Did Not Vote
12b Approve Discharge of Katarina Wallin Management For Did Not Vote
12c Approve Discharge of Helene Briggert Management For Did Not Vote
12d Approve Discharge of Tomas Andersson Management For Did Not Vote
12e Approve Discharge of Magnus Swardh Management For Did Not Vote
12f Approve Discharge of Caeser Afors Management For Did Not Vote
12g Approve Discharge of Vesca Jovic Management For Did Not Vote
12h Approve Discharge of Benny Thogersen Management For Did Not Vote
12i Approve Discharge of Jorgen Eriksson Management For Did Not Vote
13 Determine Number of Members (7) and Deputy Members (0) of Board Management For Did Not Vote
14a Approve Remuneration of Directors in the Amount of SEK 385,000 for Chairman, and SEK 190,000 for Other Directors; Approve Remuneration for Committee Work Management For Did Not Vote
14b Approve Remuneration of Auditors Management For Did Not Vote
15a Reelect Gustav Hermelin as Director Management For Did Not Vote
15b Reelect Katarina Wallin as Director Management For Did Not Vote
15c Reelect Helene Briggert as Director Management For Did Not Vote
15d Elect Lennart Mauritzon as New Director Management For Did Not Vote
15e Reelect Magnus Swardh as Director Management For Did Not Vote
15f Reelect Caesar Afors as Director Management For Did Not Vote
15g Reelect Vesna Jovic as Director Management For Did Not Vote
15h Reelect Gustav Hermelin as Board Chairman Management For Did Not Vote
16 Ratify PricewaterhouseCoopers 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 Issuance of up to 10 Percent of Issued Shares without Preemptive Rights Management For Did Not Vote
23 Amend Articles Re: Editorial Changes to Article 1; Participation at General Meeting; External Attendance at General Meetings; Proxies and Postal Ballot Management For Did Not Vote
24 Other Business Management None None
25 Close Meeting Management None None
 
CELLNEX TELECOM SA
MEETING DATE:  JUL 20, 2020
TICKER:  CLNX       SECURITY ID:  E2R41M104
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1 Approve Consolidated and Standalone Financial Statements Management For For
2 Approve Non-Financial Information Statement Management For For
3 Approve Allocation of Income Management For For
4 Approve Discharge of Board Management For For
5 Approve Dividends Management For For
6 Renew Appointment of Deloitte as Auditor Management For For
7.1 Approve Grant of Shares to CEO Management For For
7.2 Approve Extraordinary Bonus for CEO Management For For
8.1 Maintain Number of Directors at 12 Management For For
8.2 Reelect Concepcion del Rivero Bermejo as Director Management For For
8.3 Ratify Appointment of and Elect Franco Bernabe as Director Management For For
8.4 Ratify Appointment of and Elect Mamoun Jamai as Director Management For For
8.5 Ratify Appointment of and Elect Christian Coco as Director Management For For
9 Authorize Increase in Capital up to 50 Percent via Issuance of Equity or Equity-Linked Securities, Excluding Preemptive Rights of up to 10 Percent Management For For
10 Authorize Issuance of Convertible Bonds, Debentures, Warrants, and Other Debt Securities with Exclusion of Preemptive Rights up to 10 Percent of Capital Management For For
11 Authorize Board to Ratify and Execute Approved Resolutions Management For For
12 Advisory Vote on Remuneration Report Management For For
 
CELLNEX TELECOM SA
MEETING DATE:  MAR 26, 2021
TICKER:  CLNX       SECURITY ID:  E2R41M104
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1 Approve Consolidated and Standalone Financial Statements Management For For
2 Approve Non-Financial Information Statement Management For For
3 Approve Treatment of Net Loss Management For For
4 Approve Discharge of Board Management For For
5.1 Approve Annual Maximum Remuneration Management For For
5.2 Approve Remuneration Policy Management For For
6 Approve Grant of Shares to CEO Management For For
7.1 Fix Number of Directors at 11 Management For For
7.2 Ratify Appointment of and Elect Alexandra Reich as Director Management For For
8.1 Amend Articles Management For For
8.2 Remove Articles Management For For
8.3 Renumber Article 27 as New Article 21 Management For For
8.4 Amend Article 5 Management For For
8.5 Amend Article 10 Management For For
8.6 Amend Articles and Add New Article 13 Management For For
8.7 Amend Articles Management For For
8.8 Add New Article 15 Management For For
9.1 Amend Articles of General Meeting Regulations Re: Technical Adjustments Management For For
9.2 Amend Articles of General Meeting Regulations Re: Remote Voting Management For For
9.3 Add New Article 15 to General Meeting Regulations Management For For
10 Approve Capital Raising Management For For
11 Authorize Increase in Capital up to 50 Percent via Issuance of Equity or Equity-Linked Securities, Excluding Preemptive Rights of up to 10 Percent Management For For
12 Authorize Issuance of Convertible Bonds, Debentures, Warrants, and Other Debt Securities with Exclusion of Preemptive Rights up to 10 Percent of Capital Management For For
13 Authorize Board to Ratify and Execute Approved Resolutions Management For For
14 Advisory Vote on Remuneration Report Management For For
 
CHARTER HALL GROUP
MEETING DATE:  NOV 12, 2020
TICKER:  CHC       SECURITY ID:  Q2308A138
Proposal No Proposal Proposed By Management Recommendation Vote Cast
2 Elect David Ross as Director Management For For
3 Approve Remuneration Report Management For For
4 Approve Issuance of Service Rights to David Harrison Management For For
5 Approve Issuance of Performance Rights to David Harrison Management For For
 
CK ASSET HOLDINGS LIMITED
MEETING DATE:  MAY 13, 2021
TICKER:  1113       SECURITY ID:  G2177B101
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 Ip Tak Chuen, Edmond as Director Management For Against
3.2 Elect Chow Wai Kam, Raymond as Director Management For Against
3.3 Elect Woo Chia Ching, Grace as Director Management For Against
3.4 Elect Chow Nin Mow, Albert as Director Management For For
3.5 Elect Donald Jeffrey Roberts as Director Management For For
3.6 Elect Stephen Edward Bradley as Director Management For For
4 Approve Deloitte Touche Tohmatsu as Auditor and Authorize Board to Fix Their Remuneration Management For For
5.1 Approve Issuance of Equity or Equity-Linked Securities without Preemptive Rights Management For For
5.2 Authorize Repurchase of Issued Share Capital Management For For
 
CK ASSET HOLDINGS LIMITED
MEETING DATE:  MAY 13, 2021
TICKER:  1113       SECURITY ID:  G2177B101
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1 Approve Share Purchase Agreement, Proposed Acquisition and Grant of Specific Mandate to Allot and Issue Consideration Shares Management For For
2 Approve Share Buy-back Offer and Related Transactions Management For For
3 Approve Whitewash Waiver and Related Transactions Management For For
 
COIMA RES SPA
MEETING DATE:  APR 22, 2021
TICKER:  CRES       SECURITY ID:  T3R2BL101
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
3.1 Approve Remuneration Policy Management For For
3.2 Approve Second Section of the Remuneration Report Management For For
4.1 Fix Number of Directors Management For For
4.2 Fix Board Terms for Directors Management For For
4.3 Elect Directors (Bundled) Shareholder None For
4.4 Elect Board Chair Management None For
4.5 Approve Remuneration of Directors Management For For
5.1 Elect Internal Auditors (Bundled) Shareholder None For
5.2 Appoint Chairman of Internal Statutory Auditors Shareholder None For
5.3 Approve Internal Auditors' Remuneration Management For For
6 Authorize Share Repurchase Program and Reissuance of Repurchased Shares Management For For
A Deliberations on Possible Legal Action Against Directors if Presented by Shareholders Management None Against
 
CORPORACION INMOBILIARIA VESTA SAB DE CV
MEETING DATE:  MAR 23, 2021
TICKER:  VESTA       SECURITY ID:  P9781N108
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1 Approve CEO's Report Management For For
2 Approve Board's Report Management For For
3 Approve Report of Audit, Corporate Practices, Investment, Ethics, Debt and Capital, and Social and Environmental Responsibility Committees Management For For
4 Receive Report on Adherence to Fiscal Obligations Management For For
5 Approve Audited and Consolidated Financial Statements Management For For
6 Approve Cash Dividends, Considering Current Dividend Policy and Board's Recommendation Management For For
7 Approve New Dividend Policy Management For For
8 Approve Report on Share Repurchase Management For For
9 Authorize Share Repurchase Reserve Management For For
10 Elect or Ratify Directors; Elect Chairmen of Audit and Corporate Practices Committees, and Approve their Remuneration Management For Against
11 Increase Company's Indebtedness Limit by Financing from Banking Institutions, Issuance of Debt Securities or Loan with or without Guarantees Management For For
12 Appoint Legal Representatives Management For For
1 Approve Issuance of Debt Securities or Shares under Financing Program; Approve Public and or Private Placement of Debt Securities or Shares Management For For
2 Authorize Increase in Variable Portion of Capital via Issuance of Shares without Preemptive Rights via Public or Private Placement of Shares Management For For
3 Authorize Board to Ratify and Execute Approved Resolutions Management For For
4 Appoint Legal Representatives Management For For
 
COSTAR GROUP, INC.
MEETING DATE:  JUN 02, 2021
TICKER:  CSGP       SECURITY ID:  22160N109
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Michael R. Klein Management For For
1b Elect Director Andrew C. Florance Management For For
1c Elect Director Laura Cox Kaplan Management For For
1d Elect Director Michael J. Glosserman Management For For
1e Elect Director John W. Hill Management For For
1f Elect Director Robert W. Musslewhite Management For For
1g Elect Director Christopher J. Nassetta Management For For
1h Elect Director Louise S. Sams 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 Increase Authorized Common Stock Management For For
5 Amend Qualified Employee Stock Purchase Plan Management For For
6 Eliminate Supermajority Vote Requirement Shareholder Against For
 
COVIVIO SA
MEETING DATE:  APR 20, 2021
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 3.60 per Share Management For For
4 Approve Auditors' Special Report on Related-Party Transactions Management For For
5 Approve Remuneration Policy of Chairman of the Board Management For For
6 Approve Remuneration Policy of CEO Management For For
7 Approve Remuneration Policy of Vice-CEOs Management For For
8 Approve Remuneration Policy of Directors Management For For
9 Approve Compensation Report of Corporate Officers Management For For
10 Approve Compensation of Jean Laurent, Chairman of the Board Management For For
11 Approve Compensation of Christophe Kullmann, CEO Management For For
12 Approve Compensation of Olivier Esteve, Vice-CEO Management For For
13 Approve Compensation of Dominique Ozanne, Vice-CEO Management For For
14 Reelect Sylvie Ouziel as Director Management For For
15 Reelect Jean-Luc Biamonti as Director Management For For
16 Reelect Predica as Director Management For For
17 Authorize Repurchase of Up to 10 Percent of Issued Share Capital Management For For
18 Authorize Capitalization of Reserves of Up to EUR 28 Million for Bonus Issue or Increase in Par Value Management For For
19 Authorize Decrease in Share Capital via Cancellation of Repurchased Shares Management For For
20 Authorize Issuance of Equity or Equity-Linked Securities with Preemptive Rights up to Aggregate Nominal Amount of EUR 70 Million Management For For
21 Authorize Issuance of Equity or Equity-Linked Securities without Preemptive Rights up to Aggregate Nominal Amount of EUR 28 Million Management For For
22 Authorize Capital Increase of Up to 10 Percent of Issued Share Capital for Future Exchange Offers Management For For
23 Authorize Capital Increase of up to 10 Percent of Issued Capital for Contributions in Kind Management For For
24 Authorize Capital Issuances for Use in Employee Stock Purchase Plans Management For For
25 Amend Articles 8 and 10 of Bylaws Re. Shareholding Disclosure Thresholds and Shares Management For For
26 Authorize Filing of Required Documents/Other Formalities Management For For
 
DERWENT LONDON PLC
MEETING DATE:  MAY 14, 2021
TICKER:  DLN       SECURITY ID:  G27300105
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 Claudia Arney as Director Management For For
5 Re-elect Lucinda Bell as Director Management For For
6 Elect Mark Breuer as Director Management For For
7 Re-elect Richard Dakin as Director Management For For
8 Re-elect Simon Fraser as Director Management For For
9 Re-elect Nigel George as Director Management For For
10 Re-elect Helen Gordon as Director Management For For
11 Elect Emily Prideaux as Director Management For For
12 Re-elect David Silverman as Director Management For For
13 Re-elect Cilla Snowball as Director Management For For
14 Re-elect Paul Williams as Director Management For For
15 Re-elect Damian Wisniewski as Director Management For For
16 Reappoint PricewaterhouseCoopers LLP 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
22 Adopt New Articles of Association Management For For
23 Authorise the Company to Call General Meeting with Two Weeks' Notice Management For For
 
DEXUS
MEETING DATE:  OCT 23, 2020
TICKER:  DXS       SECURITY ID:  Q3190P134
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1 Approve Remuneration Report Management For For
2 Approve Grant of Performance Rights to Darren Steinberg Management For For
3.1 Elect Patrick Allaway as Director Management For For
3.2 Elect Richard Sheppard as Director Management For For
3.3 Elect Peter St George as Director Management For For
 
DEXUS
MEETING DATE:  APR 22, 2021
TICKER:  DXS       SECURITY ID:  Q3190P134
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1 Approve Unstapling of the Units in DXO, DDF, DIT and DOT Pursuant to Each of Their Constitutions Management For For
2 Approve Amendments to the Constitutions Management For For
3 Approve Simplification for All Purposes Management For For
 
FASTIGHETS AB BALDER
MEETING DATE:  MAY 12, 2021
TICKER:  BALD.B       SECURITY ID:  W30316116
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 Designate Uwe Loffler as Inspector of Minutes of Meeting Management For Did Not Vote
4 Prepare and Approve List of Shareholders Management For Did Not Vote
5 Acknowledge Proper Convening of Meeting Management For Did Not Vote
6 Approve Agenda of Meeting Management For Did Not Vote
7 Receive Financial Statements and Statutory Reports Management None None
8a Accept Financial Statements and Statutory Reports Management For Did Not Vote
8b Approve Allocation of Income and Omission of Dividends Management For Did Not Vote
8c.1 Approve Discharge of Board Chairman Christina Rogestam Management For Did Not Vote
8c.2 Approve Discharge of Board Member Erik Selin Management For Did Not Vote
8c.3 Approve Discharge of Board Member Fredrik Svensson Management For Did Not Vote
8c.4 Approve Discharge of Board Member Sten Duner Management For Did Not Vote
8c.5 Approve Discharge of Board Member Anders Wennergren Management For Did Not Vote
8c.6 Approve Discharge of CEO Erik Selin Management For Did Not Vote
9 Determine Number of Members (5) and Deputy Members (0) of Board Management For Did Not Vote
10 Approve Remuneration of Directors in the Aggregate Amount of SEK 560,000; Approve Remuneration of Auditors Management For Did Not Vote
11.1a Reelect Christina Rogestam as Director Management For Did Not Vote
11.1b Reelect Erik Selin as Director Management For Did Not Vote
11.1c Reelect Fredrik Svensson as Director Management For Did Not Vote
11.1d Reelect Sten Duner as Director Management For Did Not Vote
11.1e Reelect Anders Wennergren as Director Management For Did Not Vote
11.2 Reelect Christina Rogestam as Board Chairman Management For Did Not Vote
12 Authorize Lars Rasin and Representatives of Two of Company's Largest Shareholders to Serve on Nominating Committee Management For Did Not Vote
13 Approve Remuneration Report Management For Did Not Vote
14 Approve Remuneration Policy And Other Terms of Employment For Executive Management Management For Did Not Vote
15 Approve Issuance of up to 20 Million Class B Shares without Preemptive Rights Management For Did Not Vote
16 Authorize Class B Share Repurchase Program and Reissuance of Repurchased Shares Management For Did Not Vote
17 Close Meeting Management None None
 
FLUGHAFEN ZUERICH AG
MEETING DATE:  APR 22, 2021
TICKER:  FHZN       SECURITY ID:  H26552135
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1 Receive Financial Statements and Statutory Reports (Non-Voting) Management None None
2 Receive Auditor's Report (Non-Voting) Management None None
3 Accept Financial Statements and Statutory Reports Management For For
4 Approve Remuneration Report (Non-Binding) Management For For
5 Approve Discharge of Board of Directors Management For For
6 Approve Allocation of Income and Omission of Dividends Management For For
7.1 Approve Remuneration of Board of Directors in the Amount of CHF 1.7 Million Management For For
7.2 Approve Remuneration of Executive Committee in the Amount of CHF 5.5 Million Management For For
8.1.1 Reelect Guglielmo Brentel as Director Management For For
8.1.2 Reelect Josef Felder as Director Management For For
8.1.3 Reelect Stephan Gemkow as Director Management For For
8.1.4 Reelect Corine Mauch as Director Management For For
8.1.5 Reelect Andreas Schmid as Director Management For For
8.2 Elect Andreas Schmid as Board Chairman Management For For
8.3.1 Appoint Vincent Albers as Member of the Nomination and Compensation Committee Management For For
8.3.2 Appoint Guglielmo Brentel as Member of the Nomination and Compensation Committee Management For For
8.3.3 Appoint Eveline Saupper as Member of the Nomination and Compensation Committee Management For For
8.3.4 Appoint Andreas Schmid as Non-Voting Member of the Nomination and Compensation Committee Management For For
8.4 Designate Marianne Sieger as Independent Proxy Management For For
8.5 Ratify Ernst & Young AG as Auditors Management For For
9 Transact Other Business (Voting) Management For Against
 
FORTINOVA FASTIGHETER AB
MEETING DATE:  JAN 27, 2021
TICKER:  FNOVA.B       SECURITY ID:  W3R41V102
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1 Elect Chairman of Meeting Management For Did Not Vote
2 Prepare and Approve List of Shareholders Management For Did Not Vote
3 Approve Agenda of Meeting Management For Did Not Vote
4 Designate Inspector(s) of Minutes of Meeting Management For Did Not Vote
5 Acknowledge Proper Convening of Meeting Management For Did Not Vote
6 Receive Financial Statements and Statutory Reports Management None None
7.1 Accept Financial Statements and Statutory Reports Management For Did Not Vote
7.2 Approve Allocation of Income and Dividends of SEK 0.27 Per Share Management For Did Not Vote
7.3 Approve Discharge of Board and President Management For Did Not Vote
8 Determine Number of Members (5) and Deputy Members of Board (0); Determine Number of Auditors (1) and Deputy Auditors (0) Management For Did Not Vote
9 Approve Remuneration of Directors in the Amount of SEK 200,000 for Chairman, and SEK 100,000 for Other Directors; Approve Remuneration of Auditors Management For Did Not Vote
10 Reelect Ole Salsten (Chair), Anders Valdemarsson, Carl-Johan Carlsson, Fredrik Bergmann and Helena Ornstedt as Directors; Reelect KPMG AB as Auditor Management For Did Not Vote
11 Authorize Representatives of Three of Company's Largest Shareholders to Serve on Nominating Committee Management For Did Not Vote
12 Approve Remuneration Policy And Other Terms of Employment For Executive Management Management For Did Not Vote
13 Approve Issuance of up to 20 Percent of Share Capital without Preemptive Rights Management For Did Not Vote
14 Approve Acquisition of Kasematten Fastighets AB Management For Did Not Vote
 
GOLDCREST CO., LTD.
MEETING DATE:  JUN 17, 2021
TICKER:  8871       SECURITY ID:  J17451105
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Yasukawa, Hidetoshi Management For Against
1.2 Elect Director Ito, Masaki Management For For
1.3 Elect Director Tsumura, Masao Management For For
1.4 Elect Director Miyazawa, Hideaki Management For For
2.1 Appoint Statutory Auditor Tsuda, Hayuru Management For For
2.2 Appoint Statutory Auditor Ozeki, Jun Management For For
2.3 Appoint Statutory Auditor Oshikiri, Hiroshi Management For For
3 Appoint Alternate Statutory Auditor Takayasu, Mitsuru Management For For
4 Approve Director and Statutory Auditor Retirement Bonus Management For Against
 
GRAINGER PLC
MEETING DATE:  FEB 10, 2021
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 Final Dividend Management For For
4 Re-elect Mark Clare as Director Management For For
5 Re-elect Helen Gordon as Director Management For For
6 Re-elect Vanessa Simms as Director Management For For
7 Re-elect Andrew Carr-Locke as Director Management For For
8 Re-elect Rob Wilkinson as Director Management For For
9 Re-elect Justin Read as Director Management For For
10 Re-elect Janette Bell as Director Management For For
11 Reappoint KPMG LLP as Auditors Management For For
12 Authorise Board to Fix Remuneration of Auditors Management For For
13 Authorise Issue of Equity Management For For
14 Authorise Issue of Equity without Pre-emptive Rights Management For For
15 Authorise Issue of Equity without Pre-emptive Rights in Connection with an Acquisition or Other Capital Investment Management For For
16 Authorise Market Purchase of Ordinary Shares Management For For
17 Authorise the Company to Call General Meeting with Two Weeks' Notice Management For For
18 Authorise EU Political Donations and Expenditure Management For For
 
GREAT EAGLE HOLDINGS LIMITED
MEETING DATE:  MAY 06, 2021
TICKER:  41       SECURITY ID:  G4069C148
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 Special Final Dividend Management For For
4 Elect Law Wai Duen as Director Management For For
5 Elect Lo Chun Him, Alexander as Director Management For For
6 Elect Wong Yue Chim, Richard as Director Management For For
7 Elect Lee Siu Kwong, Ambrose as Director Management For For
8 Elect Chu Shik Pui as Director Management For For
9 Authorize Board to Fix Remuneration of Directors Management For For
10 Approve Deloitte Touche Tohmatsu as Auditor and Authorize Board to Fix Their Remuneration Management For For
11 Authorize Repurchase of Issued Share Capital Management For For
12 Approve Issuance of Equity or Equity-Linked Securities without Preemptive Rights Management For Against
 
HARWORTH GROUP PLC
MEETING DATE:  MAY 25, 2021
TICKER:  HWG       SECURITY ID:  G4401F130
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 Elect Lisa Scenna as Director Management For For
4 Elect Lynda Shillaw as Director Management For For
5 Elect Patrick O'Donnell Bourke as Director Management For For
6 Re-elect Alastair Lyons as Director Management For For
7 Re-elect Katerina Patmore as Director Management For For
8 Re-elect Angela Bromfield as Director Management For For
9 Re-elect Ruth Cooke as Director Management For For
10 Re-elect Steven Underwood as Director Management For For
11 Re-elect Martyn Bowes as Director Management For For
12 Approve Remuneration Report Management For For
13 Reappoint Ernst & Young LLP as Auditors Management For For
14 Authorise Board to Fix Remuneration of Auditors Management For For
15 Authorise UK Political Donations and Expenditure 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 Market Purchase of Ordinary Shares Management For For
19 Authorise the Company to Call General Meeting with Two Weeks' Notice Management For For
 
HEALTHCARE & MEDICAL INVESTMENT CORP.
MEETING DATE:  OCT 28, 2020
TICKER:  3455       SECURITY ID:  J1912P109
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1 Amend Articles to Change Japanese Era Year to Western Year - Amend Provisions on Deemed Approval System Management For For
2 Elect Executive Director Fujise, Yuji Management For For
3 Elect Alternate Executive Director Yoshioka, Seiji Management For For
4.1 Elect Supervisory Director Fujimoto, Sachihiko Management For For
4.2 Elect Supervisory Director Shida, Yasuo Management For For
 
HEBA FASTIGHETS AB
MEETING DATE:  APR 29, 2021
TICKER:  HEBA.B       SECURITY ID:  W4R67B137
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1 Elect Chairman of Meeting Management For Did Not Vote
2 Prepare and Approve List of Shareholders Management For Did Not Vote
3.1 Designate Frank Sadleir as Inspector of Minutes of Meeting Management For Did Not Vote
3.2 Designate Eva Wase as Inspector of Minutes of Meeting Management For Did Not Vote
4 Approve Agenda of Meeting Management For Did Not Vote
5 Acknowledge Proper Convening of Meeting Management For Did Not Vote
6 Receive Financial Statements and Statutory Reports Management None None
7a Accept Financial Statements and Statutory Reports Management For Did Not Vote
7b Approve Allocation of Income and Dividends of SEK 1.30 Per Share Management For Did Not Vote
7c1 Approve Discharge of Lennart Karlsson Management For Did Not Vote
7c2 Approve Discharge of Rolf H Andersson Management For Did Not Vote
7c3 Approve Discharge of Tobias Emanuelsson Management For Did Not Vote
7c4 Approve Discharge of Lena Hedlund Management For Did Not Vote
7c5 Approve Discharge of Christina Holmbergh Management For Did Not Vote
7c6 Approve Discharge of Johan Vogel Management For Did Not Vote
7c7 Approve Discharge of Patrik Emanuelsson Management For Did Not Vote
8 Determine Number of Members (6) and Deputy Members (0) of Board; Determine Number of Auditors (1) and Deputy Auditors (0) Management For Did Not Vote
9 Approve Remuneration of Directors in the Amount of SEK 450,000 for Chairman and SEK 210,000 for Other Directors; Approve Remuneration of Auditors Management For Did Not Vote
10a1 Reelect Lennart Karlsson as Director Management For Did Not Vote
10a2 Reelect Rolf H Andersson as Director Management For Did Not Vote
10a3 Reelect Tobias Emanuelsson as Director Management For Did Not Vote
10a4 Reelect Lena Hedlund as Director Management For Did Not Vote
10a5 Reelect Christina Holmbergh as Director Management For Did Not Vote
10a6 Reelect Johan Vogel as Director Management For Did Not Vote
10b Reelect Lennart Karlsson as Board Chairman Management For Did Not Vote
10c Ratify Ernst & Young as Auditors Management For Did Not Vote
11 Reelect Board Chairman, Leif Mellqvist, Soren Harnblad and Charlotte Ericsson as Members of Nominating Committee Management For Did Not Vote
12 Approve Remuneration Report Management For Did Not Vote
13 Approve Remuneration Policy And Other Terms of Employment For Executive Management Management For Did Not Vote
14 Approve Share Matching Plan Management For Did Not Vote
 
HELICAL PLC
MEETING DATE:  JUL 23, 2020
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 Richard Grant as Director Management For For
4 Re-elect Gerald Kaye as Director Management For For
5 Re-elect Tim Murphy as Director Management For For
6 Re-elect Matthew Bonning-Snook as Director Management For For
7 Re-elect Sue Clayton as Director Management For For
8 Re-elect Richard Cotton as Director Management For For
9 Re-elect Joe Lister as Director Management For For
10 Re-elect Sue Farr as Director Management For For
11 Reappoint Deloitte LLP as Auditors Management For For
12 Authorise the Audit and Risk Committee to Fix Remuneration of Auditors Management For For
13 Approve Remuneration Report 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
 
HOME CONSORTIUM LTD.
MEETING DATE:  NOV 18, 2020
TICKER:  HMC       SECURITY ID:  ADPV47889
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1 Approve Remuneration Report Management For For
2 Elect Kelly O'Dwyer as Director Management For For
3 Approve the Increase in Maximum Aggregate Remuneration of Non-Executive Directors Management None For
4 Approve Employee Equity Plan Management For For
5 Approve Non-Executive Director Equity Plan Management For For
6 Approve Issuance of Performance Rights to David Di Pilla Management For For
7 Approve Woolworths Group to Acquire a Relevant Interest Arising Under the Proposal A SSD Management For For
8 Approve Capital Reduction Management For For
 
HOME INVEST BELGIUM SA
MEETING DATE:  MAY 04, 2021
TICKER:  HOMI       SECURITY ID:  B4872Y100
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 4.95 per Share Management For For
5 Elect Philip de Greve as Independent Director Management For For
6 Approve Remuneration Policy Management For Against
7 Approve Remuneration Report Management For Against
8 Approve Discharge of Directors Management For For
9 Approve Discharge of Auditors Management For For
10 Adopt Financial Statements of DG Development SA Management For For
11 Approve Discharge of Directors of DG Development SA Management For For
12 Approve Discharge of Auditors of DG Development SA Management For For
13 Authorize Implementation of Approved Resolutions and Filing of Required Documents/Formalities at Trade Registry Management For For
14 Transact Other Business Management None None
 
HYSAN DEVELOPMENT COMPANY LIMITED
MEETING DATE:  MAY 21, 2021
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 Churchouse Frederick Peter as Director Management For For
2.2 Elect Poon Chung Yin Joseph as Director Management For For
2.3 Elect Lee Chien as Director Management For Against
3 Approve Deloitte Touche Tohmatsu as Auditors 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
6 Amend Articles of Association Management For For
 
ICHIGO OFFICE REIT INVESTMENT CORP.
MEETING DATE:  JUL 18, 2020
TICKER:  8975       SECURITY ID:  J2382Z106
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1 Amend Articles to Amend Asset Management Compensation - Amend Provisions on Deemed Approval System - Change Japanese Era Year to Western Year Management For For
2 Elect Executive Director Takatsuka, Yoshihiro Management For For
3.1 Elect Supervisory Director Fukunaga, Takaaki Management For For
3.2 Elect Supervisory Director Terada, Masahiro Management For For
4 Elect Alternate Executive Director Chiba, Keisuke Management For For
5 Elect Alternate Supervisory Director Kita, Nagahisa Management For For
 
ICHIGO, INC.
MEETING DATE:  MAY 23, 2021
TICKER:  2337       SECURITY ID:  J2382Y109
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Scott Callon Management For For
1.2 Elect Director Hasegawa, Takuma Management For For
1.3 Elect Director Ishihara, Minoru Management For For
1.4 Elect Director Murai, Eri Management For For
1.5 Elect Director Fujita, Tetsuya Management For For
1.6 Elect Director Kawate, Noriko Management For For
1.7 Elect Director Suzuki, Yukio Management For For
1.8 Elect Director Matsuzaki, Masatoshi Management For For
1.9 Elect Director Nakaido, Nobuhide Management For For
 
INCLUSIO SA/NV
MEETING DATE:  MAY 19, 2021
TICKER:  INCLU       SECURITY ID:  B5R9AT112
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 and Allocation of Income Management For For
5 Approve Remuneration Policy Management For Against
6 Approve Remuneration Report Management For Against
7 Approve Discharge of Directors Management For For
8 Approve Discharge of Auditors Management For For
9 Transact Other Business Management None None
 
INCLUSIO SA/NV
MEETING DATE:  JUN 11, 2021
TICKER:  INCLU       SECURITY ID:  B5R9AT112
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1 Approve Reduction in Share Capital Management For For
2 Amend Article 5 Re: New Amount of Capital Management For For
3 Authorize Implementation of Approved Resolutions and Filing of Required Documents/Formalities at Trade Registry Management For For
 
INFRASTRUTTURE WIRELESS ITALIANE SPA
MEETING DATE:  JUL 28, 2020
TICKER:  INW       SECURITY ID:  T6032P102
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1 Approve 2020-2024 Long Term Incentive Plan Management For For
2 Approve 2020 Broad-Based Share Ownership Plan Management For For
3 Amend Remuneration Policy Management For For
4 Authorize Share Repurchase Program and Reissuance of Repurchased Shares to Service 2020-2024 Long Term Incentive Plan and 2020 Broad-Based Share Ownership Plan Management For For
5 Elect Angela Maria Cossellu as Director Management For For
A Deliberations on Possible Legal Action Against Directors if Presented by Shareholders Management None Against
 
INFRASTRUTTURE WIRELESS ITALIANE SPA
MEETING DATE:  APR 20, 2021
TICKER:  INW       SECURITY ID:  T6032P102
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 Approve Remuneration Policy Management For For
4 Approve Second Section of the Remuneration Report Management For For
5 Integrate Remuneration of Auditors Management For For
6.1 Slate Submitted by Daphne 3 SpA and Central Tower Holding Company BV Shareholder None For
6.2 Slate Submitted by Institutional Investors (Assogestioni) Shareholder None Against
7 Appoint Chairman of Internal Statutory Auditors Shareholder None For
8 Approve Internal Auditors' Remuneration Shareholder None For
9 Elect Directors (Bundled) and Approve Their Remuneration Management For For
 
INGENIA COMMUNITIES GROUP
MEETING DATE:  NOV 10, 2020
TICKER:  INA       SECURITY ID:  Q4912D185
Proposal No Proposal Proposed By Management Recommendation Vote Cast
2 Approve Remuneration Report Management For For
3.1 Elect Amanda Heyworth as Director Management For For
3.2 Elect Pippa Downes as Director Management For For
3.3 Elect Greg Hayes as Director Management For For
4 Approve Issuance of Securities Under Ingenia Communities Group Rights Plan Management For For
5.1 Approve Grant of Amended FY20 Short-Term Incentive Plan Rights to Simon Owen Management For For
5.2 Approve Grant of FY21 Fixed Remuneration Rights, Short-Term Incentive Plan Rights and Long-Term Incentive Plan Rights to Simon Owen Management For For
 
IRISH RESIDENTIAL PROPERTIES REIT PLC
MEETING DATE:  JAN 29, 2021
TICKER:  IRES       SECURITY ID:  G49456109
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1 Approve Migration of the Migrating Shares to Euroclear Bank's Central Securities Depository Management For For
2 Adopt New Articles of Association Management For For
3 Authorise Company to Take All Actions to Implement the Migration Management For For
 
IRISH RESIDENTIAL PROPERTIES REIT PLC
MEETING DATE:  MAY 11, 2021
TICKER:  IRES       SECURITY ID:  G49456109
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1 Accept Financial Statements and Statutory Reports Management For Did Not Vote
2a Re-elect Phillip Burns as Director Management For Did Not Vote
2b Re-elect Joan Garahy as Director Management For Did Not Vote
2c Re-elect Tom Kavanagh as Director Management For Did Not Vote
2d Re-elect Mark Kenney as Director Management For Did Not Vote
2e Re-elect Declan Moylan as Director Management For Did Not Vote
2f Re-elect Aidan O'Hogan as Director Management For Did Not Vote
2g Re-elect Margaret Sweeney as Director Management For Did Not Vote
3 Authorise the Company to Call General Meeting with Two Weeks' Notice Management For Did Not Vote
4 Ratify KPMG as Auditors Management For Did Not Vote
5 Authorise Board to Fix Remuneration of Auditors Management For Did Not Vote
6 Approve Remuneration Report Management For Did Not Vote
7 Authorise Issue of Equity Management For Did Not Vote
8a Authorise Issue of Equity without Pre-emptive Rights Management For Did Not Vote
8b Authorise Issue of Equity without Pre-emptive Rights in Connection with an Acquisition or Other Capital Investment Management For Did Not Vote
9 Authorise Issue of Equity Pursuant to the 2014 Long Term Incentive Plan Management For Did Not Vote
10 Authorise Issue of Equity without Pre-emptive Rights Pursuant to the 2014 Long Term Incentive Plan Management For Did Not Vote
11 Authorise Market Purchase of Ordinary Shares Management For Did Not Vote
12 Authorise Reissuance of Treasury Shares Management For Did Not Vote
 
JTOWER, INC.
MEETING DATE:  JUN 24, 2021
TICKER:  4485       SECURITY ID:  J2946Z105
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1 Amend Articles to Amend Business Lines Management For For
2.1 Elect Director Tanaka, Atsushi Management For Against
2.2 Elect Director Kiriya, Yusuke Management For For
2.3 Elect Director Nakamura, Ryosuke Management For For
2.4 Elect Director Ota, Naoki Management For For
2.5 Elect Director Hiramoto, Yoshitaka Management For For
2.6 Elect Director Uchida, Yoshiaki Management For For
2.7 Elect Director Oba, Mutsuko Management For For
3 Appoint Statutory Auditor Nishiura, Yukiko Management For For
 
K2A KNAUST & ANDERSSON FASTIGHETER AB
MEETING DATE:  APR 28, 2021
TICKER:  K2A.B       SECURITY ID:  W5S45C153
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1 Open Meeting; Elect Chairman of Meeting Management For Did Not Vote
2 Prepare and Approve List of Shareholders Management For Did Not Vote
3 Approve Agenda of Meeting Management For Did Not Vote
4 Designate Inspector(s) of Minutes of Meeting Management For Did Not Vote
5 Acknowledge Proper Convening of Meeting Management For Did Not Vote
6 Receive Financial Statements and Statutory Reports Management None None
7.a Accept Financial Statements and Statutory Reports Management For Did Not Vote
7.b Approve Allocation of Income and Dividends of SEK 20 Per Preference Share and SEK 0.50 Per Common Share Management For Did Not Vote
7.c1 Approve Discharge of Johan Thorell Management For Did Not Vote
7.c2 Approve Discharge of Johan Ljungberg Management For Did Not Vote
7.c3 Approve Discharge of Ingrid Lindquist Management For Did Not Vote
7.c4 Approve Discharge of Claes-Henrik Julander Management For Did Not Vote
7.c5 Approve Discharge of Ludwig Holmgren Management For Did Not Vote
7.c6 Approve Discharge of Sten Gejrot Management For Did Not Vote
7.c7 Approve Discharge of Johan Knaust (as Board Member) Management For Did Not Vote
7.c8 Approve Discharge of Johan Knaust (as CEO) Management For Did Not Vote
8 Determine Number of Members (7) and Deputy Members (0) of Board; Determine Number of Auditors (1) and Deputy Auditors (0) Management For Did Not Vote
9 Approve Remuneration of Directors in the Amount of SEK 300,000 for Chair and SEK 175,000 for Other Directors; Approve Remuneration for Committee Work; Approve Remuneration of Auditors Management For Did Not Vote
10.1 Reelect Johan Thorell as Director Management For Did Not Vote
10.2 Reelect Johan Ljungberg as Director Management For Did Not Vote
10.3 Reelect Ingrid Lindquist as Director Management For Did Not Vote
10.4 Reelect Johan Knaust as Director Management For Did Not Vote
10.5 Reelect Claes-Henrik Julander as Director Management For Did Not Vote
10.6 Reelect Ludwig Holmgren as Director Management For Did Not Vote
10.7 Reelect Sten Gejrot as Director Management For Did Not Vote
10.8 Reelect Johan Thorell as Board Chairman Management For Did Not Vote
10.9 Ratify KPMG as Auditors Management For Did Not Vote
11 Approve Remuneration Report Management For Did Not Vote
12 Approve Issuance of up to 10 Percent of Share Capital without Preemptive Rights Management For Did Not Vote
13 Amend Articles Re: Proxies and Postal Voting Management For Did Not Vote
14 Close Meeting Management None None
 
KATITAS CO., LTD.
MEETING DATE:  JUN 25, 2021
TICKER:  8919       SECURITY ID:  ADPV49110
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Arai, Katsutoshi Management For For
1.2 Elect Director Onizawa, Shinichi Management For For
1.3 Elect Director Yokota, Kazuhito Management For For
1.4 Elect Director Oe, Harutoshi Management For For
1.5 Elect Director Ushijima, Takayuki Management For For
1.6 Elect Director Shirai, Toshiyuki Management For For
1.7 Elect Director Kumagai, Seiichi Management For For
1.8 Elect Director Tsukuda, Hideaki Management For For
1.9 Elect Director Suto, Miwa Management For For
2.1 Appoint Statutory Auditor Hayase, Toshiki Management For For
2.2 Appoint Statutory Auditor Fukuda, Nobu Management For For
2.3 Appoint Statutory Auditor Ichikawa, Yuki Management For For
2.4 Appoint Statutory Auditor Tsunoda, Tomoko Management For Against
3.1 Appoint Alternate Statutory Auditor Nakanishi, Noriyuki Management For For
3.2 Appoint Alternate Statutory Auditor Fukushima, Kanae Management For For
4 Approve Restricted Stock Plan Management For For
5 Approve Bonus Related to Retirement Bonus System Abolition Management For Against
 
KEPPEL DC REIT
MEETING DATE:  APR 21, 2021
TICKER:  AJBU       SECURITY ID:  Y47230100
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1 Adopt Trustee's Report, Statement by the Manager, Audited Financial Statements and Auditors' Report Management For For
2 Approve PricewaterhouseCoopers LLP as Auditors and Authorize Manager to Fix Their Remuneration Management For For
3 Elect Tan Tin Wee as Director Management For For
4 Elect Thomas Pang Thieng Hwi as Director Management For For
5 Approve Issuance of Equity or Equity-Linked Securities with or without Preemptive Rights Management For For
 
KYORITSU MAINTENANCE CO., LTD.
MEETING DATE:  JUN 25, 2021
TICKER:  9616       SECURITY ID:  J37856101
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1 Approve Allocation of Income, with a Final Dividend of JPY 10 Management For For
2.1 Elect Director Ishizuka, Haruhisa Management For For
2.2 Elect Director Nakamura, Koji Management For For
2.3 Elect Director Inoue, Eisuke Management For For
2.4 Elect Director Sagara, Yukihiro Management For For
2.5 Elect Director Ishii, Masahiro Management For For
2.6 Elect Director Ohara, Yasuo Management For For
2.7 Elect Director Takaku, Manabu Management For For
2.8 Elect Director Ito, Satoru Management For For
2.9 Elect Director Suzuki, Masaki Management For For
2.10 Elect Director Kimizuka, Yoshio Management For For
2.11 Elect Director Yokoyama, Hiroshi Management For For
2.12 Elect Director Momose, Rie Management For For
2.13 Elect Director Kubo, Shigeto Management For For
2.14 Elect Director Hirata, Yasunobu Management For For
2.15 Elect Director Hayakawa, Takayuki Management For For
2.16 Elect Director Oda, Keiko Management For For
3.1 Elect Director and Audit Committee Member Ueda, Takumi Management For For
3.2 Elect Director and Audit Committee Member Miyagi, Toshiaki Management For Against
3.3 Elect Director and Audit Committee Member Kawashima, Tokio Management For Against
4 Elect Alternate Director and Audit Committee Member Kameyama, Harunobu Management For For
 
LEG IMMOBILIEN AG
MEETING DATE:  AUG 19, 2020
TICKER:  LEG       SECURITY ID:  D4960A103
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1 Receive Financial Statements and Statutory Reports for Fiscal 2019 (Non-Voting) Management None None
2 Approve Allocation of Income and Dividends of EUR 3.60 per Share Management For For
3 Approve Discharge of Management Board for Fiscal 2019 Management For For
4 Approve Discharge of Supervisory Board for Fiscal 2019 Management For For
5 Ratify PricewaterhouseCoopers GmbH as Auditors for Fiscal 2020 Management For For
6 Approve Issuance of Warrants/Bonds with Warrants Attached/Convertible Bonds with Partial Exclusion of Preemptive Rights up to Aggregate Nominal Amount of EUR 2 Billion; Approve Creation of EUR 35.7 Million Pool of Capital to Guarantee Conversion Rights Management For For
7 Approve Creation of EUR 21.4 Million Pool of Capital with Partial Exclusion of Preemptive Rights Management For For
8 Approve Remuneration Policy Management For For
9 Approve Increase in Size of Board to Seven Members Management For For
10 Elect Martin Wiesmann to the Supervisory Board Management For For
11 Approve Affiliation Agreement with EnergieServicePlus GmbH Management For For
12 Approve Merger by Absorption of LEG Immobilien N.V. and Change of Corporate Form to Societas Europaea (SE) Management For For
 
LEG IMMOBILIEN AG
MEETING DATE:  MAY 27, 2021
TICKER:  LEG       SECURITY ID:  D4960A103
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1 Receive Financial Statements and Statutory Reports for Fiscal Year 2020 (Non-Voting) Management None None
2 Approve Allocation of Income and Dividends of EUR 3.78 per Share Management For For
3 Approve Discharge of Management Board for Fiscal Year 2020 Management For For
4 Approve Discharge of Supervisory Board for Fiscal Year 2020 Management For For
5 Ratify Deloitte GmbH as Auditors for Fiscal Year 2021 Management For For
6 Elect Sylvia Eichelberg to the Supervisory Board Management For For
7 Approve Remuneration of Supervisory Board Management For For
 
LONDONMETRIC PROPERTY PLC
MEETING DATE:  JUL 22, 2020
TICKER:  LMP       SECURITY ID:  G5689W109
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 Reappoint Deloitte LLP as Auditors Management For For
5 Authorise Board to Fix Remuneration of Auditors Management For For
6 Re-elect Patrick Vaughan as Director Management For For
7 Re-elect Andrew Jones as Director Management For For
8 Re-elect Martin McGann as Director Management For For
9 Re-elect James Dean as Director Management For For
10 Re-elect Rosalyn Wilton as Director Management For For
11 Re-elect Andrew Livingston as Director Management For For
12 Re-elect Suzanne Avery as Director Management For For
13 Re-elect Robert Fowlds 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
 
MAGNIFICENT HOTEL INVESTMENTS LIMITED
MEETING DATE:  MAY 21, 2021
TICKER:  201       SECURITY ID:  Y53776178
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1 Accept Financial Statements and Statutory Reports Management For For
2a1 Elect Albert Hui Wing Ho as Director Management For For
2a2 Elect Ng Yuet Ying as Director Management For For
2a3 Elect Wendy Cheng Wai Kwan as Director Management For For
2a4 Elect Mabel Lui Fung Mei Yee as Director Management For For
2b Authorize Board to Fix Remuneration of Directors Management For Against
3 Approve Deloitte Touche Tohmatsu as Auditor and Authorize Board to Fix Their Remuneration Management For For
4.1 Authorize Repurchase of Issued Share Capital Management For For
4.2 Approve Issuance of Equity or Equity-Linked Securities without Preemptive Rights Management For Against
4.3 Authorize Reissuance of Repurchased Shares Management For Against
 
MELIA HOTELS INTERNATIONAL SA
MEETING DATE:  JUL 10, 2020
TICKER:  MEL       SECURITY ID:  E7366C101
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
1.4 Approve Discharge of Board Management For For
1.5 Approve Allocation of Income Management For For
2.1 Reelect Carina Szpilka Lazaro as Director Management For For
2.2 Elect Hoteles Mallorquines Asociados SL as Director and Jose Maria Vazquez-Pena Perez as its Representative Management For For
2.3 Fix Number of Directors at 11 Management For For
3.1 Amend Articles Re: Board Committees Management For For
3.2 Approve Reduction in Share Capital via Amortization of Treasury Shares Management For For
4.1 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
4.2 Authorize Issuance of Non-Convertible and/or Convertible Bonds, Debentures, Warrants, and Other Debt Securities without Preemptive Rights up to EUR 1.5 Billion Management For For
4.3 Authorize Share Repurchase Program Management For For
5.1 Advisory Vote on Remuneration Report Management For For
6.1 Receive Information on Euro Commercial Paper Program Management None None
7 Authorize Board to Ratify and Execute Approved Resolutions Management For For
 
MELIA HOTELS INTERNATIONAL SA
MEETING DATE:  JUN 10, 2021
TICKER:  MEL       SECURITY ID:  E7366C101
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
1.4 Approve Discharge of Board Management For For
1.5 Approve Treatment of Net Loss Management For For
2.1 Reelect Gabriel Escarrer Jaume as Director Management For Against
2.2 Elect Maria Antonia Escarrer Jaume as Director Management For Against
2.3 Reelect Francisco Javier Campo Garcia as Director Management For For
2.4 Reelect Fernando d'Ornellas Silva as Director Management For For
2.5 Reelect Luis Maria Diaz de Bustamante y Terminel as Director Management For For
2.6 Fix Number of Directors at 11 Management For For
3.1 Advisory Vote on Remuneration Report Management For For
3.2 Approve Remuneration Policy Management For For
4.1 Receive Information on Euro Commercial Paper Program Management None None
4.2 Receive Amendments to Board of Directors Regulations Management None None
5 Authorize Board to Ratify and Execute Approved Resolutions Management For For
 
MITSUBISHI ESTATE CO., LTD.
MEETING DATE:  JUN 29, 2021
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 Against
2.1 Elect Director Sugiyama, Hirotaka Management For Against
2.2 Elect Director Yoshida, Junichi Management For Against
2.3 Elect Director Tanisawa, Junichi Management For Against
2.4 Elect Director Arimori, Tetsuji Management For Against
2.5 Elect Director Katayama, Hiroshi Management For Against
2.6 Elect Director Kubo, Hitoshi Management For Against
2.7 Elect Director Kato, Jo Management For Against
2.8 Elect Director Nishigai, Noboru Management For Against
2.9 Elect Director Okamoto, Tsuyoshi Management For Against
2.10 Elect Director Ebihara, Shin Management For Against
2.11 Elect Director Narukawa, Tetsuo Management For Against
2.12 Elect Director Shirakawa, Masaaki Management For Against
2.13 Elect Director Nagase, Shin Management For Against
2.14 Elect Director Egami, Setsuko Management For Against
2.15 Elect Director Taka, Iwao Management For Against
 
MITSUI FUDOSAN CO., LTD.
MEETING DATE:  JUN 29, 2021
TICKER:  8801       SECURITY ID:  J4509L101
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1 Approve Allocation of Income, with a Final Dividend of JPY 22 Management For Against
2.1 Elect Director Iwasa, Hiromichi Management For Against
2.2 Elect Director Komoda, Masanobu Management For Against
2.3 Elect Director Kitahara, Yoshikazu Management For Against
2.4 Elect Director Fujibayashi, Kiyotaka Management For Against
2.5 Elect Director Onozawa, Yasuo Management For Against
2.6 Elect Director Yamamoto, Takashi Management For Against
2.7 Elect Director Ueda, Takashi Management For Against
2.8 Elect Director Hamamoto, Wataru Management For Against
2.9 Elect Director Nogimori, Masafumi Management For Against
2.10 Elect Director Nakayama, Tsunehiro Management For Against
2.11 Elect Director Ito, Shinichiro Management For Against
2.12 Elect Director Kawai, Eriko Management For Against
3 Approve Annual Bonus Management For Against
 
MONTEA CVA
MEETING DATE:  NOV 09, 2020
TICKER:  MONT       SECURITY ID:  B6214F103
Proposal No Proposal Proposed By Management Recommendation Vote Cast
A1 Receive Special Board Report Re: Corporate Purpose Management None None
A2 Amend Article 4.1 to Update Corporate Purpose Management For For
B1 Receive Special Board Report Re: Article 7: 199 of Companies Code Management None None
B2.1 Renew Authorization to Increase Share Capital within the Framework of Authorized Capital Management For For
B22a1 Approve Authorization to Increase Share Capital up to 100 Percent of Authorized Capital With Preemptive Rights By Contribution in Cash Management For For
B22a2 If Item B2.a1 is not Approved: Approve Authorization to Increase Share Capital up to 50 Percent of Authorized Capital With Preemptive Rights By Contribution in Cash Management For For
B22b1 Approve Authorization to Increase Share Capital up to 100 Percent by Distribution of Optional Dividend Management For For
B22b2 If Item B2.2b1 is not Approved: Approve Authorization to Increase Share Capital up to 75 Percent by Distribution of Optional Dividend Management For For
B22b3 If Items B2.2b1-2b2 are not Approved: Approve Authorization to Increase Share Capital up to 50 Percent by Distribution of Optional Dividend Management For For
B22c1 Approve Authorization to Increase Share Capital up to 100 Percent of Authorized Capital Without Preemptive Rights By Various Means Management For For
B22c2 If Item B2.2c1 is not Approved: Approve Authorization to Increase Share Capital up to 75 Percent of Authorized Capital Without Preemptive Rights By Various Means Management For For
B22c3 If Items B2.2c1-2c2 are not Approved: Approve Authorization to Increase Share Capital up to 50 Percent of Authorized Capital Without Preemptive Rights By Various Means Management For For
B3 Authorize Board to Issue Shares in the Event of a Public Tender Offer or Share Exchange Offer Management For Against
C Authorize Board to Repurchase Shares in the Event of a Serious and Imminent Harm and Under Normal Conditions Management For Against
D1 Authorize Repurchase of Up to Maximum Possible Shares of Issued Share Capital Management For For
D2 If Item D1 is not Approved: Authorize Repurchase of Up to 20 Percent of Issued Share Capital Management For For
D3 If Items D1-D2 are not Approved: Authorize Repurchase of Up to 10 Percent of Issued Share Capital Management For For
E Approve Conversion into a Limited Liability Company and Adopt New Articles of Association Re: Code of Companies and Association Management For For
F Authorize Implementation of Approved Resolutions and Filing of Required Documents/Formalities at Trade Registry Management For For
 
MONTEA CVA
MEETING DATE:  MAY 18, 2021
TICKER:  MONT       SECURITY ID:  B6214F103
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 Adopt Financial Statements Management For For
4 Acknowledge Information on the Board's Decision Re: The Usage of the Optional Dividend Management None None
5 Approve Allocation of Income and Dividends of EUR 2.83 per Share Management For For
6 Approve Remuneration Policy Management For For
7 Approve Remuneration Report Management For For
8 Approve Discharge of the Sole Director Management For For
9 Approve Discharge of the Permanent Representative of the Sole Director Management For For
10 Approve Discharge of Auditors Management For For
11 Approve Remuneration of the Sole Director Management For For
12 Acknowledge Termination of the Mandate of the Sole Director's Six Directors and Approve Appointment of the Sole Director's Five New Directors Management None None
13 Approve the Application of 7: 151 of the Companies and Associations Code Management For For
a Authorize Implementation of Approved Resolutions and Filing of Required Documents/Formalities at Trade Registry Management For For
 
MONTEA CVA
MEETING DATE:  MAY 18, 2021
TICKER:  MONT       SECURITY ID:  B6214F103
Proposal No Proposal Proposed By Management Recommendation Vote Cast
A1 Receive Special Board Report Re: Article 7: 199 of Companies and Associations Code Management None None
A2a1 Approve Authorization to Increase Share Capital up to 50 Percent of Authorized Capital With Preemptive Rights by Contribution in Cash Management For For
A2a2 If Item A2a1 is not Approved: Approve Authorization to Increase Share Capital up to 30 Percent of Authorized Capital With Preemptive Rights By Contribution in Cash Management For For
A2b1 Approve Authorization to Increase Share Capital up to 50 Percent by Distribution of Optional Dividend Management For For
A2b2 If Item A2b1 is not Approved: Approve Authorization to Increase Share Capital up to 30 Percent by Distribution of Optional Dividend Management For For
A2c1 Approve Authorization to Increase Share Capital up to 50 Percent of Authorized Capital Without Preemptive Rights By Various Means Management For For
A2c2 If Item A2c1 is not Approved: Approve Authorization to Increase Share Capital up to 30 Percent of Authorized Capital Without Preemptive Rights By Various Means Management For For
A2c3 If Items A2c1 and A2c2 are not Approved: Approve Authorization to Increase Share Capital up to 10 Percent of Authorized Capital Without Preemptive Rights By Various Means Management For For
B1 If Items A1 - A2c3 are not Approved: Receive Special Board Report Re: Article 7: 199 of Companies and Associations Code Management None None
B2 If Items A1 - A2c3 are not Approved: Approve Issuance of Equity without Preemptive Rights Management For Against
C1 Receive Special Board Report Re: Article 7: 199 of Companies and Associations Code Management None None
C2 Authorize Board to Issue Shares in the Event of a Public Tender Offer or Share Exchange Offer and Renew Authorization to Increase Share Capital within the Framework of Authorized Capital Management For Against
D Authorize Board to Repurchase Shares in the Event of a Serious and Imminent Harm Management For Against
E Amend Articles to Allow for Reissuance of Repurchased Shares to Company Employees Management For For
F Authorize Implementation of Approved Resolutions and Filing of Required Documents/Formalities at Trade Registry Management For For
 
NATIONAL STORAGE REIT
MEETING DATE:  OCT 28, 2020
TICKER:  NSR       SECURITY ID:  Q6605D109
Proposal No Proposal Proposed By Management Recommendation Vote Cast
2 Approve Remuneration Report Management For For
3 Elect Claire Fidler as Director Management For For
4 Elect Steven Leigh as Director Management For For
5 Elect Howard Brenchley as Director Management For For
6 Ratify Past Issuance of Stapled Securities to Existing and New Institutional and Professional Investors Management For For
 
NEXTDC LTD.
MEETING DATE:  NOV 13, 2020
TICKER:  NXT       SECURITY ID:  Q6750Y106
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1 Approve Remuneration Report Management For For
2 Elect Stuart Davis as Director Management For For
3 Elect Eileen Doyle as Director Management For For
4 Approve the Increase in Maximum Aggregate Remuneration of Non-Executive Directors Management None For
5 Ratify Past Issuance of Placement Shares to Existing Institutional Investors Management For For
6 Approve the Grant of Performance Rights to Craig Scroggie Management For For
 
NOMURA REAL ESTATE HOLDINGS, INC.
MEETING DATE:  JUN 24, 2021
TICKER:  3231       SECURITY ID:  J5893B104
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Nagamatsu, Shoichi Management For For
1.2 Elect Director Kutsukake, Eiji Management For For
1.3 Elect Director Matsuo, Daisaku Management For For
1.4 Elect Director Haga, Makoto Management For For
1.5 Elect Director Kurokawa, Hiroshi Management For For
1.6 Elect Director Higashi, Tetsuro Management For For
1.7 Elect Director Ito, Katsura Management For For
2.1 Elect Director and Audit Committee Member Kimura, Hiroyuki Management For For
2.2 Elect Director and Audit Committee Member Takayama, Yasushi Management For For
2.3 Elect Director and Audit Committee Member Mogi, Yoshio Management For For
2.4 Elect Director and Audit Committee Member Miyakawa, Akiko Management For For
 
NP3 FASTIGHETER AB
MEETING DATE:  OCT 30, 2020
TICKER:  NP3       SECURITY ID:  W5909X111
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 Designate Inspector(s) of Minutes of Meeting Management For Did Not Vote
5 Acknowledge Proper Convening of Meeting Management For Did Not Vote
6 Approve Agenda of Meeting Management For Did Not Vote
7 Approve Transaction with a Related Party; Approve Acquisition of Shares in Sagax Ess and Joint Venture with Sagax Management For Did Not Vote
8 Approve Special Dividends of SEK 1.70 Per Share Management For Did Not Vote
9 Close Meeting Management None None
 
NP3 FASTIGHETER AB
MEETING DATE:  MAY 04, 2021
TICKER:  NP3       SECURITY ID:  W5909X111
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1 Elect Chairman of Meeting Management For Did Not Vote
2 Prepare and Approve List of Shareholders Management None None
3 Designate Inspector(s) of Minutes of Meeting Management None None
4 Acknowledge Proper Convening of Meeting Management For Did Not Vote
5 Approve Agenda of Meeting Management For Did Not Vote
6 Receive Financial Statements and Statutory Reports Management None None
7.a Accept Financial Statements and Statutory Reports Management For Did Not Vote
7.b Approve Allocation of Income and Dividends of SEK 3.60 Per Ordinary Share and Dividends of SEK 2.00 Per Preference Share Management For Did Not Vote
7.c1 Approve Discharge of Board Member Lars Goran Backvall Management For Did Not Vote
7.c2 Approve Discharge of Board Member Asa Bergstrom Management For Did Not Vote
7.c3 Approve Discharge of Board Member Nils Styf Management For Did Not Vote
7.c4 Approve Discharge of Board Member Mia Backvall Juhlin Management For Did Not Vote
7.c5 Approve Discharge of Board Member Anders Nilsson Management For Did Not Vote
7.c6 Approve Discharge of Board Member Gunnar Lindberg Management For Did Not Vote
7.c7 Approve Discharge of CEO Andreas Wahlen Management For Did Not Vote
8 Determine Number of Members (5) and Deputy Members (0) of Board; Determine Number of Auditors (1) and Deputy Auditors (0) Management For Did Not Vote
9.1 Approve Remuneration of Directors in the Amount of SEK 330,000 for Chair and SEK 165,000 for Other Directors; Approve Remuneration for Committee Work Management For Did Not Vote
9.2 Approve Remuneration of Auditors Management For Did Not Vote
10.1 Reelect Lars Goran Backvall as Director Management For Did Not Vote
10.2 Reelect Asa Bergstrom as Director Management For Did Not Vote
10.3 Reelect Nils Styf as Director Management For Did Not Vote
10.4 Reelect Mia Backvall Juhlin as Director Management For Did Not Vote
10.5 Reelect Anders Nilsson as Director Management For Did Not Vote
10.6 Elect Nils Styf as Board Chairman Management For Did Not Vote
10.7 Ratify KPMG as Auditors Management For Did Not Vote
11 Approve Remuneration Report Management For Did Not Vote
12 Approve Stock Option Plan LTI 2021/2024 for Key Employees Management For Did Not Vote
13 Approve Issuance of up to 5.4 Million Ordinary Shares and 15 Million Preference Shares without Preemptive Rights Management For Did Not Vote
14 Approve Transaction with Related Party; Approve Acquisition of Goldcup 26835 AB Management For Did Not Vote
15 Amend Articles Re: Company Name, Participation at General Meeting, Postal Voting; Share Registrar Management For Did Not Vote
16 Authorize Editorial Changes to Adopted Resolutions in Connection with Registration with Swedish Authorities Management For Did Not Vote
17 Close Meeting Management None None
 
PARK24 CO., LTD.
MEETING DATE:  JAN 28, 2021
TICKER:  4666       SECURITY ID:  J63581102
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Nishikawa, Koichi Management For For
1.2 Elect Director Sasaki, Kenichi Management For For
1.3 Elect Director Kawakami, Norifumi Management For For
1.4 Elect Director Kawasaki, Keisuke Management For For
1.5 Elect Director Yamanaka, Shingo Management For For
1.6 Elect Director Oura, Yoshimitsu Management For For
1.7 Elect Director Nagasaka, Takashi Management For For
 
PARKWAY LIFE REAL ESTATE INVESTMENT TRUST
MEETING DATE:  APR 22, 2021
TICKER:  C2PU       SECURITY ID:  Y67202104
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1 Adopt Report of the Trustee, Statement by the Manager, and Audited Financial Statements and Auditors' Report Management For For
2 Approve KPMG LLP as Auditors and Authorize Manager to Fix Their Remuneration Management For For
3 Elect Cheah Sui Ling as Director Management For For
4 Elect Rossana Annizah Binti Ahmad Rashid as Director Management For Against
5 Approve Issuance of Equity or Equity-Linked Securities with or without Preemptive Rights Management For For
 
PSP SWISS PROPERTY AG
MEETING DATE:  MAR 31, 2021
TICKER:  PSPN       SECURITY ID:  H64687124
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1 Accept Financial Statements and Statutory Reports Management For For
2 Approve Remuneration Report (Non-Binding) Management For For
3 Approve Allocation of Income and Dividends of CHF 3.65 per Share Management For For
4 Approve Discharge of Board and Senior Management Management For For
5.1 Reelect Luciano Gabriel as Director Management For For
5.2 Reelect Corinne Denzler as Director Management For For
5.3 Reelect Adrian Dudle as Director Management For For
5.4 Reelect Peter Forstmoser as Director Management For For
5.5 Reelect Henrik Saxborn as Director Management For For
5.6 Reelect Josef Stadler as Director Management For For
5.7 Reelect Aviram Wertheim as Director Management For For
6 Reelect Luciano Gabriel as Board Chairman Management For For
7.1 Reappoint Peter Forstmoser as Member of the Compensation Committee Management For For
7.2 Reappoint Adrian Dudle as Member of the Compensation Committee Management For For
7.3 Reappoint Josef Stadler as Member of the Compensation Committee Management For For
8 Approve Remuneration of Directors in the Amount of CHF 1 Million Management For For
9 Approve Remuneration of Executive Committee in the Amount of CHF 4.2 Million Management For For
10 Ratify Ernst & Young AG as Auditors Management For For
11 Designate Proxy Voting Services GmbH as Independent Proxy Management For For
12 Transact Other Business (Voting) Management For Against
 
RIGHTMOVE PLC
MEETING DATE:  MAY 07, 2021
TICKER:  RMV       SECURITY ID:  G7565D106
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 Reappoint KPMG LLP as Auditors Management For For
5 Authorise Board to Fix Remuneration of Auditors Management For For
6 Elect Alison Dolan as Director Management For For
7 Re-elect Andrew Fisher as Director Management For For
8 Re-elect Peter Brooks-Johnson as Director Management For For
9 Re-elect Jacqueline de Rojas as Director Management For For
10 Re-elect Rakhi Goss-Custard as Director Management For For
11 Re-elect Andrew Findlay as Director Management For For
12 Re-elect Amit Tiwari as Director Management For For
13 Re-elect Lorna Tilbian 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 UK Political Donations and Expenditure Management For For
19 Authorise the Company to Call General Meeting with Two Weeks' Notice Management For For
20 Adopt New Articles of Association Management For For
 
SAFESTORE HOLDINGS PLC
MEETING DATE:  MAR 17, 2021
TICKER:  SAFE       SECURITY ID:  G77733106
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 Reappoint Deloitte LLP as Auditors Management For For
4 Authorise Board to Fix Remuneration of Auditors Management For For
5 Approve Final Dividend Management For For
6 Elect Gert van de Weerdhof as Director Management For For
7 Re-elect David Hearn as Director Management For For
8 Re-elect Frederic Vecchioli as Director Management For For
9 Re-elect Andy Jones as Director Management For For
10 Re-elect Ian Krieger as Director Management For For
11 Re-elect Joanne Kenrick as Director Management For For
12 Re-elect Claire Balmforth as Director Management For For
13 Re-elect Bill Oliver as Director Management For For
14 Authorise EU Political Donations and Expenditure 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 Market Purchase of Ordinary Shares Management For For
18 Authorise the Company to Call General Meeting with Two Weeks' Notice Management For For
 
SAGAX AB
MEETING DATE:  NOV 10, 2020
TICKER:  SAGA.B       SECURITY ID:  W7519A200
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1 Elect Chairman of Meeting Management For Did Not Vote
2 Prepare and Approve List of Shareholders Management For Did Not Vote
3 Approve Agenda of Meeting Management For Did Not Vote
4 Designate Inspector(s) of Minutes of Meeting Management For Did Not Vote
5 Acknowledge Proper Convening of Meeting Management For Did Not Vote
6 Approve Special Dividends of SEK 0.65 Per Common Share of Series A and Series B Management For Did Not Vote
7 Close Meeting Management None None
 
SAGAX AB
MEETING DATE:  MAR 19, 2021
TICKER:  SAGA.B       SECURITY ID:  W7519A200
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1 Elect Chairman of Meeting Management For Did Not Vote
2 Prepare and Approve List of Shareholders Management For Did Not Vote
3 Approve Agenda of Meeting Management For Did Not Vote
4.1 Designate Johannes Wingborg as Inspector(s) of Minutes of Meeting Management For Did Not Vote
4.2 Designate Peter Lundkvist as Inspector(s) of Minutes of Meeting Management For Did Not Vote
5 Acknowledge Proper Convening of Meeting Management For Did Not Vote
6 Approve SEK 29.4 Million Reduction in Share Capital via Redemption of All Outstanding Preference Shares Management For Did Not Vote
7 Close Meeting Management None None
 
SAGAX AB
MEETING DATE:  MAY 05, 2021
TICKER:  SAGA.B       SECURITY ID:  W7519A200
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1 Elect Chairman of Meeting Management For Did Not Vote
2.1 Designate Johannes Wingborg as Inspector of Minutes of Meeting Management For Did Not Vote
2.2 Designate Peter Lundkvist as Inspector of Minutes 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 Acknowledge Proper Convening of Meeting Management For Did Not Vote
6 Receive Financial Statements and Statutory Reports Management None None
7.a Accept Financial Statements and Statutory Reports Management For Did Not Vote
7.b Approve Allocation of Income and Dividends of SEK 1.65 Per Class A Share and Class B Share and SEK 2.00 Per Class D Share Management For Did Not Vote
7.c1 Approve Discharge of Board Chairman Staffan Salen Management For Did Not Vote
7.c2 Approve Discharge of David Mindus Management For Did Not Vote
7.c3 Approve Discharge of Johan Cerderlund Management For Did Not Vote
7.c4 Approve Discharge of Filip Engelbert Management For Did Not Vote
7.c5 Approve Discharge of Johan Thorell Management For Did Not Vote
7.c6 Approve Discharge of Ulrika Werdelin Management For Did Not Vote
7.c7 Approve Discharge of CEO David Mindus Management For Did Not Vote
8 Determine Number of Members (6) and Deputy Members (0) of Board; Determine Number of Auditors (1) and Deputy Auditors Management For Did Not Vote
9 Approve Remuneration of Directors in the Aggregate Amount of SEK 1.05 Million; Approve Remuneration of Auditors Management For Did Not Vote
10.1 Reelect Staffan Salen as Director Management For Did Not Vote
10.2 Reelect David Mindus as Director Management For Did Not Vote
10.3 Reelect Johan Cerderlund as Director Management For Did Not Vote
10.4 Reelect Filip Engelbert as Director Management For Did Not Vote
10.5 Reelect Johan Thorell as Director Management For Did Not Vote
10.6 Reelect Ulrika Werdelin as Director Management For Did Not Vote
10.7 Reelect Staffan Salen as Board Chairman Management For Did Not Vote
10.8 Ratify Ernst & Young as Auditors Management For Did Not Vote
11 Authorize Chairman of Board and Representatives of Three of Company's Largest Shareholders to Serve on Nominating Committee Management For Did Not Vote
12 Approve Remuneration Policy And Other Terms of Employment For Executive Management Management For Did Not Vote
13 Approve Remuneration Report Management For Did Not Vote
14 Approve Incentive Program 2021/2024 for Key Employees; Approve Issuance of up to 400,000 Warrants; Approve Transfer of Warrants to Participants Management For Did Not Vote
15 Approve Issuance of up to 10 Percent of Share Capital without Preemptive Rights Management For Did Not Vote
16 Authorize Share Repurchase Program and Reissuance of Repurchased Shares Management For Did Not Vote
17 Amend Articles Re: Proxies and Postal Voting; Editorial Changes Management For Did Not Vote
18 Close Meeting Management None None
 
SHAFTESBURY PLC
MEETING DATE:  NOV 17, 2020
TICKER:  SHB       SECURITY ID:  G80603106
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1 Authorise Issue of Equity Pursuant to the Capital Raising Management For For
2 Authorise Directors to Allot Shares for Cash at a Discount to the Closing Price Management For For
3 Approve Issuance of Shares to Norges Pursuant to the Capital Raising Management For For
4 Authorise Issue of Equity without Pre-emptive Rights Pursuant to the Capital Raising Management For For
 
SHAFTESBURY PLC
MEETING DATE:  FEB 25, 2021
TICKER:  SHB       SECURITY ID:  G80603106
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 Elect Ruth Anderson as Director Management For For
4 Re-elect Jonathan Nicholls as Director Management For For
5 Re-elect Brian Bickell as Director Management For For
6 Re-elect Simon Quayle as Director Management For For
7 Re-elect Christopher Ward as Director Management For For
8 Re-elect Thomas Welton as Director Management For For
9 Re-elect Richard Akers as Director Management For For
10 Re-elect Jennelle Tilling as Director Management For For
11 Re-elect Sally Walden as Director Management For For
12 Reappoint Ernst & Young 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 Shares Management For For
18 Authorise the Company to Call General Meeting with Two Weeks' Notice Management For For
 
SINO LAND COMPANY LIMITED
MEETING DATE:  OCT 28, 2020
TICKER:  83       SECURITY ID:  Y80267126
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 Robert Ng Chee Siong as Director Management For Against
3.2 Elect Adrian David Li Man-kiu as Director Management For For
3.3 Elect Thomas Tang Wing Yung as Director Management For For
3.4 Authorize Board to Fix Remuneration of Directors Management For Against
4 Approve Deloitte Touche Tohmatsu as Auditor and Authorize Board to Fix Their Remuneration Management For For
5.1 Authorize Repurchase of Issued Share Capital Management For For
5.2 Approve Issuance of Equity or Equity-Linked Securities without Preemptive Rights Management For Against
5.3 Authorize Reissuance of Repurchased Shares Management For Against
 
SIRIUS REAL ESTATE LTD.
MEETING DATE:  JUL 31, 2020
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 Elect Caroline Britton as Director Management For For
3 Re-elect Mark Cherry as Director Management For For
4 Elect Kelly Cleveland as Director Management For For
5 Re-elect Andrew Coombs as Director Management For For
6 Re-elect Daniel Kitchen as Director Management For For
7 Re-elect Alistair Marks as Director Management For For
8 Re-elect James Peggie as Director Management For For
9 Ratify Ernst & Young LLP as Auditors Management For For
10 Authorise the Audit Committee to Fix Remuneration of Auditors Management For For
11 Approve Dividend Management For For
12 Approve Remuneration Policy Management For For
13 Approve Implementation Report Management For For
14 Approve Scrip Dividend 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 Market Purchase of Ordinary Shares Management For For
 
ST. MODWEN PROPERTIES PLC
MEETING DATE:  APR 01, 2021
TICKER:  SMP       SECURITY ID:  G61824101
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 Ian Bull as Director Management For For
5 Re-elect Simon Clarke as Director Management For For
6 Re-elect Danuta Gray as Director Management For For
7 Re-elect Jenefer Greenwood as Director Management For For
8 Re-elect Jamie Hopkins as Director Management For For
9 Re-elect Rob Hudson as Director Management For For
10 Re-elect Sarah Whitney as Director Management For For
11 Elect Dame Alison Nimmo as Director Management For For
12 Elect Sarwjit Sambhi as Director Management For For
13 Reappoint KPMG LLP as Auditors Management For For
14 Authorise the Audit 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 Market Purchase of Ordinary Shares Management For For
19 Authorise the Company to Call General Meeting with Two Weeks' Notice Management For For
 
STRIDE STAPLED GROUP
MEETING DATE:  JUL 29, 2020
TICKER:  SPG       SECURITY ID:  Q8782R109
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1 Authorize Board to Fix Remuneration of the Auditors Management For For
1 Authorize Board to Fix Remuneration of the Auditors Management For For
2 Elect Michelle Tierney as Director Management For For
3 Elect Philip Ling as Director Management For For
 
SUPERMARKET INCOME REIT PLC
MEETING DATE:  NOV 11, 2020
TICKER:  SUPR       SECURITY ID:  G8586X105
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 the Company's Dividend Policy Management For For
4 Re-elect Nick Hewson as Director Management For For
5 Re-elect Vince Prior as Director Management For For
6 Re-elect Jon Austen as Director Management For For
7 Elect Cathryn Vanderspar as Director Management For For
8 Reappoint BDO LLP as Auditors Management For For
9 Authorise Board to Fix Remuneration of Auditors Management For For
10 Approve Scrip Dividend Alternative Management For For
11 Authorise Issue of Equity Management For For
12 Authorise Issue of Equity without Pre-emptive Rights Management For For
13 Authorise Issue of Equity without Pre-emptive Rights in Connection with an Acquisition or Other Capital Investment Management For For
14 Authorise Market Purchase of Ordinary Shares Management For For
15 Authorise the Company to Call General Meeting with Two Weeks' Notice Management For For
 
TAI CHEUNG HOLDINGS LIMITED
MEETING DATE:  AUG 26, 2020
TICKER:  88       SECURITY ID:  G8659B105
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
3a Elect Ivy Sau Ching Chan as Director Management For Against
3b Elect Joseph Wing Siu Cheung as Director Management For For
3c Approve Directors' Fees Management For Against
4 Approve PricewaterhouseCoopers as Auditor 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
 
TAKARA LEBEN CO., LTD.
MEETING DATE:  JUN 25, 2021
TICKER:  8897       SECURITY ID:  J80744105
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1 Approve Allocation of Income, with a Final Dividend of JPY 10 Management For For
2.1 Elect Director Murayama, Yoshio Management For For
2.2 Elect Director Shimada, Kazuichi Management For For
2.3 Elect Director Shimizu, Kazuyuki Management For For
2.4 Elect Director Yamamoto, Masashi Management For For
2.5 Elect Director Yoshida, Masahiro Management For For
2.6 Elect Director Akisawa, Shoichi Management For For
2.7 Elect Director Iwamoto, Hiroshi Management For For
2.8 Elect Director Takaara, Mika Management For For
2.9 Elect Director Kawada, Kenji Management For For
2.10 Elect Director Taniguchi, Kentaro Management For For
2.11 Elect Director Tsuji, Chiaki Management For For
2.12 Elect Director Yamahira, Keiko Management For For
3 Appoint Alternate Statutory Auditor Otsubo, Masanori Management For For
4 Approve Two Types of Deep Discount Stock Option Plans Management For For
 
TRIPLE POINT SOCIAL HOUSING REIT PLC
MEETING DATE:  MAY 14, 2021
TICKER:  SOHO       SECURITY ID:  G9082C108
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 Re-elect Christopher Phillips as Director Management For For
5 Re-elect Ian Reeves as Director Management For For
6 Re-elect Peter Coward as Director Management For For
7 Re-elect Paul Oliver as Director Management For For
8 Re-elect Tracey Fletcher-Ray as Director Management For For
9 Reappoint BDO LLP as Auditors Management For For
10 Authorise the Audit Committee to Fix Remuneration of Auditors Management For For
11 Authorise Issue of Equity Management For For
12 Authorise Directors to Declare and Pay All Dividends of the Company as Interim Dividends Management For For
13 Authorise Issue of Equity without Pre-emptive Rights Management For For
14 Authorise Issue of Equity without Pre-emptive Rights in Connection with an Acquisition or Other Capital Investment Management For For
15 Authorise Market Purchase of Ordinary Shares Management For For
16 Authorise the Company to Call General Meeting with Two Weeks' Notice Management For For
 
UNITED INDUSTRIAL CORPORATION LIMITED
MEETING DATE:  APR 23, 2021
TICKER:  U06       SECURITY ID:  V93768105
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 Dividend Management For For
3 Approve Directors' Fees Management For For
4 Elect Wee Ee Lim as Director Management For Against
5 Elect Francis Lee Seng Wee as Director Management For For
6 Elect Chng Hwee Hong as Director Management For Against
7 Approve PricewaterhouseCoopers LLP as Auditors and Authorize Board to Fix Their Remuneration Management For For
8 Approve Issuance of Equity or Equity-Linked Securities with or without Preemptive Rights Management For For
9 Approve Grant of Options and Issuance of Shares Under the United Industrial Corporation Limited Share Option Scheme Management For For
 
UNITED INDUSTRIAL CORPORATION LIMITED
MEETING DATE:  APR 23, 2021
TICKER:  U06       SECURITY ID:  V93768105
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1 Approve Change of Company Name Management For For
 
URBAN LOGISTICS REIT PLC
MEETING DATE:  JUL 10, 2020
TICKER:  SHED       SECURITY ID:  G6853M109
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1 Accept Financial Statements and Statutory Reports Management For For
2 Re-elect Nigel Rich as Director Management For For
3 Re-elect Jonathan Gray as Director Management For For
4 Re-elect Bruce Anderson as Director Management For For
5 Re-elect Richard Moffitt as Director Management For For
6 Re-elect Mark Johnson as Director Management For For
7 Elect Heather Hancock as Director Management For For
8 Reappoint Nexia Smith & Williamson as Auditors Management For For
9 Authorise the Audit Committee to Fix Remuneration of Auditors Management For For
10 Authorise Issue of Equity Management For For
11 Authorise Issue of Equity without Pre-emptive Rights Management For For
12 Authorise Market Purchase of Ordinary Shares Management For For
13 Approve Cancellation of the Share Premium Account Management For For
 
URBAN LOGISTICS REIT PLC
MEETING DATE:  OCT 15, 2020
TICKER:  SHED       SECURITY ID:  G6853M109
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1 Authorise Issue of Equity Pursuant to the Issue Management For For
2 Authorise Issue of Equity without Pre-emptive Rights Pursuant to the Issue Management For For
 
VGP NV
MEETING DATE:  MAY 14, 2021
TICKER:  VGP       SECURITY ID:  B9738D109
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1 Receive Directors' and Auditors' Reports Re: Consolidated Annual Accounts (Non-Voting) Management None None
2 Receive Consolidated Financial Statements and Statutory Reports (Non-Voting) Management None None
3 Receive Directors' and Auditors' Reports (Non-Voting) Management None None
4 Approve Financial Statements, Allocation of Income, and Dividends Management For For
5 Approve Remuneration Report Management For For
6 Approve Remuneration Policy Management For For
7 Approve Discharge of Directors Management For For
8 Approve Discharge of Auditors Management For For
9.1 Reelect Jan Van Geet s.r.o., Permanently Represented by Jan Van Geet, as Director Management For For
9.2 Elect VM Invest NV, Permanently Represented by Bartje Van Malderen, as Director Management For For
10 Authorize Implementation of Approved Resolutions and Filing of Required Documents/Formalities at Trade Registry Management For For
1 Approve Change-of-Control Clause Re: Bonds Issued by the Company on 8 April 2021 Management For For
2 Authorize Implementation of Approved Resolutions and Filing of Required Documents/Formalities at Trade Registry Management For For
 
VONOVIA SE
MEETING DATE:  APR 16, 2021
TICKER:  VNA       SECURITY ID:  D9581T100
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1 Receive Financial Statements and Statutory Reports for Fiscal Year 2020 (Non-Voting) Management None None
2 Approve Allocation of Income and Dividends of EUR 1.69 per Share Management For For
3 Approve Discharge of Management Board for Fiscal Year 2020 Management For For
4 Approve Discharge of Supervisory Board for Fiscal Year 2020 Management For For
5 Ratify KPMG AG as Auditors for Fiscal Year 2021 Management For For
6 Approve Remuneration Policy Management For For
7 Approve Remuneration of Supervisory Board Management For For
8 Approve Creation of EUR 283 Million Pool of Capital with Partial Exclusion of Preemptive Rights Management For For
9 Approve Issuance of Warrants/Bonds with Warrants Attached/Convertible Bonds with Partial Exclusion of Preemptive Rights up to Aggregate Nominal Amount of EUR 12 Billion; Approve Creation of EUR 283 Million Pool of Capital to Guarantee Conversion Rights Management For For
 
WAREHOUSE REIT PLC
MEETING DATE:  SEP 14, 2020
TICKER:  WHR       SECURITY ID:  G94437103
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 Re-elect Stephen Barrow as Director Management For For
4 Re-elect Simon Hope as Director Management For For
5 Re-elect Neil Kirton as Director Management For For
6 Re-elect Lynette Lackey as Director Management For For
7 Re-elect Martin Meech as Director Management For For
8 Re-elect Aimee Pitman as Director Management For For
9 Reappoint Deloitte LLP as Auditors Management For For
10 Authorise the Audit Committee to Fix Remuneration of Auditors Management For For
11 Approve Dividend Policy Management For For
12 Authorise Issue of Equity Management For For
13 Authorise Issue of Equity without Pre-emptive Rights Management For For
14 Authorise Issue of Equity without Pre-emptive Rights in Connection with an Acquisition or Other Capital Investment Management For For
15 Authorise Market Purchase of Ordinary Shares Management For For
16 Authorise the Company to Call General Meeting with Two Weeks' Notice Management For For
17 Amend Company's Investment Policy Management For For
 
WAREHOUSES DE PAUW SCA
MEETING DATE:  APR 28, 2021
TICKER:  WDP       SECURITY ID:  B9T59Z100
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 Explanation of Company's Dividend Policy Management None None
4 Approve Financial Statements and Allocation of Income Management For For
5 Approve Discharge of Directors Management For For
6 Approve Discharge of Auditors Management For For
7 Approve Remuneration Report Management For For
8 Reelect Frank Meysman as Director Management For For
9.1 Approve Change-of-Control Clause Re: Credit Agreements in which the Company Must Immediately Repay the Relevant Credit Management For For
9.2 Approve Change-of-Control Clause Re: Credit Agreements Permitted Between the Date of the Convocation to the General Meeting and the Effective Session of the General Meeting Management For For
 
WAREHOUSES DE PAUW SCA
MEETING DATE:  APR 28, 2021
TICKER:  WDP       SECURITY ID:  B9T59Z100
Proposal No Proposal Proposed By Management Recommendation Vote Cast
A1 Receive Special Board Report Re: Renewal of Authorized Capital Management None None
A2I Authorize Increase in Share Capital of up to 50 Percent of Authorized Capital With Preemptive Rights by Cash Contributions Management For For
A2II Renew Authorization to Increase Share Capital within the Framework of Authorized Capital Management For For
A2III Authorize Increase in Share Capital of up to 10 Percent of Authorized Capital Without Preemptive Rights by Various Means Management For For
B Authorize Implementation of Approved Resolutions and Filing of Required Documents/Formalities at Trade Registry Management For For
 
WIHLBORGS FASTIGHETER AB
MEETING DATE:  APR 27, 2021
TICKER:  WIHL       SECURITY ID:  W9899F155
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
4.1 Designate Agneta Axelsson as Inspector of Minutes of Meeting Management For Did Not Vote
4.2 Designate Lennart Mauritzson as Inspector of Minutes of Meeting Management For Did Not Vote
5 Approve Agenda 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.a Accept Financial Statements and Statutory Reports Management For Did Not Vote
8.b Approve Allocation of Income and Dividends of SEK 5.25 Per Share Management For Did Not Vote
8.c.1 Approve Discharge of Anders Jarl Management For Did Not Vote
8.c.2 Approve Discharge of Tina Andersson Management For Did Not Vote
8.c.3 Approve Discharge of Sara Karlsson Management For Did Not Vote
8.c.4 Approve Discharge of Jan Litborn Management For Did Not Vote
8.c.5 Approve Discharge of Helen Olausson Management For Did Not Vote
8.c.6 Approve Discharge of Per-Ingemar Persson Management For Did Not Vote
8.c.7 Approve Discharge of Johan Qviberg Management For Did Not Vote
8.c.8 Approve Discharge of Ulrika Hallengren Management For Did Not Vote
8.d Approve Record Date for Dividend Payment Management For Did Not Vote
9 Determine Number of Members (7) and Deputy Members (0) of Board; Determine Number of Auditors (1) and Deputy Auditors (0) Management For Did Not Vote
10 Approve Remuneration of Directors in the Aggregate Amount of SEK 1.8 Million; Approve Remuneration of Auditors Management For Did Not Vote
11.1 Reelect Anders Jarl (Chair) as Director Management For Did Not Vote
11.2 Reelect Tina Andersson as Director Management For Did Not Vote
11.3 Reelect Helen Olausson as Director Management For Did Not Vote
11.4 Reelect Jan Litborn as Director Management For Did Not Vote
11.5 Reelect Johan Qviberg as Director Management For Did Not Vote
11.6 Elect Amela Hodzic as New Director Management For Did Not Vote
11.7 Elect Lennart Mauritzson as New Director Management For Did Not Vote
12 Ratify Deloitte as Auditors Management For Did Not Vote
13.1 Elect Goran Hellstrom as Member of Nominating Committee Management For Did Not Vote
13.2 Reelect Elisabet Jamal Bergstrom as Member of Nominating Committee Management For Did Not Vote
13.3 Reelect Eva Gottfridsdotter-Nilsson as Member of Nominating Committee Management For Did Not Vote
13.4 Reelect Krister Euren as Member of Nominating Committee Management For Did Not Vote
14 Approve Remuneration Report Management For Did Not Vote
15 Authorize Share Repurchase Program and Reissuance of Repurchased Shares Management For Did Not Vote
16 Approve Issuance of up to 10 Percent of Share Capital without Preemptive Rights Management For Did Not Vote
17 Amend Articles Management For Did Not Vote
18 Other Business Management None None
19 Close Meeting Management None None
 
WING TAI HOLDINGS LIMITED
MEETING DATE:  OCT 28, 2020
TICKER:  W05       SECURITY ID:  V97973107
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 Dividend Management For For
3 Approve Directors' Fees Management For For
4 Elect Cheng Man Tak as Director Management For For
5 Elect Guy Daniel Harvey-Samuel as Director Management For For
6 Elect Zulkurnain Bin Hj. Awang as Director Management For For
7 Elect Eric Ang Teik Lim as Director Management For For
8 Approve PricewaterhouseCoopers LLP as Auditors and Authorize Board to Fix Their Remuneration Management For For
9 Approve Issuance of Equity or Equity-Linked Securities with or without Preemptive Rights Management For For
10 Approve Grant of Awards Under the Performance Share Plan 2018 and/or the Restricted Share Plan 2018 and Issuance of Shares Under the Performance Share Plan Performance Share Plan 2008, the Restricted Share Plan 2008, the PSP 2018 and/or the RSP 2018 Management For For
11 Authorize Share Repurchase Program Management For For
 
WING TAI PROPERTIES LIMITED
MEETING DATE:  JUN 01, 2021
TICKER:  369       SECURITY ID:  G9716V100
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
3a Elect Cheng Wai Chee, Christopher as Director Management For Against
3b Elect Hong Pak Cheung, William as Director Management For Against
3c Elect Ng Tak Wai, Frederick as Director Management For Against
3d Elect Chen Chou Mei Mei, Vivien as Director Management For Against
3e Elect Simon Murray as Director Management For For
4 Approve PricewaterhouseCoopers as Auditor and Authorize Board to Fix Their Remuneration Management For For
5 Approve Issuance of Equity or Equity-Linked Securities without Preemptive Rights Management For Against
6 Authorize Repurchase of Issued Share Capital Management For For
7 Authorize Reissuance of Repurchased Shares Management For Against
 
YEW GROVE REIT PLC
MEETING DATE:  SEP 30, 2020
TICKER:  YEW       SECURITY ID:  G9841H109
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1 Adopt the Amended Investment Policy of the Company Management For For
 
YEW GROVE REIT PLC
MEETING DATE:  FEB 04, 2021
TICKER:  YEW       SECURITY ID:  G9841H109
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1 Approve Migration of the Migrating Shares to Euroclear Bank's Central Securities Depository Management For For
2 Adopt New Articles of Association Management For For
3 Authorise Company to Take All Actions to Implement the Migration Management For For
 
YEW GROVE REIT PLC
MEETING DATE:  MAY 25, 2021
TICKER:  YEW       SECURITY ID:  G9841H109
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1 Accept Financial Statements and Statutory Reports Management For Did Not Vote
2a Re-elect Barry O'Dowd as Director Management For Did Not Vote
2b Re-elect Jonathan Laredo as Director Management For Did Not Vote
2c Re-elect Charles Peach as Director Management For Did Not Vote
2d Re-elect Michael Gibbons as Director Management For Did Not Vote
2e Re-elect Eimear Moloney as Director Management For Did Not Vote
2f Re-elect Brian Owens as Director Management For Did Not Vote
2g Re-elect Garry O'Dea as Director Management For Did Not Vote
3 Authorise Board to Fix Remuneration of Auditors Management For Did Not Vote
4 Approve Remuneration Policy Management For Did Not Vote
5 Authorise Issue of Equity Management For Did Not Vote
6 Authorise Issue of Equity without Pre-emptive Rights Management For Did Not Vote
7 Authorise Market Purchase of Ordinary Shares Management For Did Not Vote
8 Determine the Price Range at which Treasury Shares may be Re-issued Off-Market Management For Did Not Vote
 
YEW GROVE REIT PLC
MEETING DATE:  MAY 25, 2021
TICKER:  YEW       SECURITY ID:  G9841H109
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1 Authorise Issue of Equity Pursuant to the Share Issuance Programme Management For Did Not Vote
2 Authorise Issue of Equity without Pre-emptive Rights Pursuant to the Share Issuance Programme Management For Did Not Vote

VOTE SUMMARY REPORT
FIDELITY NATURAL RESOURCES FUND (FORMERLY KNOWN AS SELECT NATURAL RESOURCES PORTFOLIO)
07/01/2020 - 06/30/2021

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.

 
AFRICA OIL CORP.
MEETING DATE:  APR 20, 2021
TICKER:  AOI       SECURITY ID:  00829Q101
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Keith C. Hill Management For For
1.2 Elect Director John H. Craig Management For For
1.3 Elect Director Gary S. Guidry Management For For
1.4 Elect Director Erin Johnston Management For For
1.5 Elect Director Andrew D. Bartlett Management For For
1.6 Elect Director Kimberley Wood Management For For
1.7 Elect Director Ian Gibbs 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
 
AGNICO EAGLE MINES LIMITED
MEETING DATE:  APR 30, 2021
TICKER:  AEM       SECURITY ID:  008474108
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Leona Aglukkaq Management For For
1.2 Elect Director Sean Boyd Management For For
1.3 Elect Director Martine A. Celej Management For For
1.4 Elect Director Robert J. Gemmell Management For For
1.5 Elect Director Mel Leiderman Management For For
1.6 Elect Director Deborah McCombe Management For For
1.7 Elect Director James D. Nasso Management For For
1.8 Elect Director Sean Riley Management For For
1.9 Elect Director J. Merfyn Roberts Management For For
1.10 Elect Director Jamie C. Sokalsky Management For For
2 Approve Ernst & Young LLP as Auditors and Authorize Board to Fix Their Remuneration Management For For
3 Amend Stock Option Plan Management For For
4 Advisory Vote on Executive Compensation Approach Management For For
 
ANGLO AMERICAN PLC
MEETING DATE:  MAY 05, 2021
TICKER:  AAL       SECURITY ID:  G03764134
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 Elect Elisabeth Brinton as Director Management For For
4 Elect Hilary Maxson as Director Management For For
5 Re-elect Ian Ashby as Director Management For For
6 Re-elect Marcelo Bastos as Director Management For For
7 Re-elect Stuart Chambers as Director Management For For
8 Re-elect Mark Cutifani as Director Management For For
9 Re-elect Byron Grote as Director Management For For
10 Re-elect Hixonia Nyasulu as Director Management For For
11 Re-elect Nonkululeko Nyembezi as Director Management For For
12 Re-elect Tony O'Neill as Director Management For For
13 Re-elect Stephen Pearce as Director Management For For
14 Re-elect Anne Stevens as Director Management For For
15 Reappoint PricewaterhouseCoopers LLP as Auditors Management For For
16 Authorise Board to Fix Remuneration of Auditors Management For For
17 Approve Remuneration Report 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 Market Purchase of Ordinary Shares Management For For
21 Adopt New Articles of Association Management For For
22 Authorise the Company to Call General Meeting with Two Weeks' Notice Management For For
 
ANGLO AMERICAN PLC
MEETING DATE:  MAY 05, 2021
TICKER:  AAL       SECURITY ID:  G03764134
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1 Approve Scheme of Arrangement Management For For
 
ANGLO AMERICAN PLC
MEETING DATE:  MAY 05, 2021
TICKER:  AAL       SECURITY ID:  G03764134
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1 Approve Matters Relating to the Demerger of Thungela Resources Limited Management For For
 
APA CORP.
MEETING DATE:  MAY 27, 2021
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 Chansoo Joung Management For For
5 Elect Director John E. Lowe Management For For
6 Elect Director H. Lamar McKay Management For For
7 Elect Director William C. Montgomery Management For For
8 Elect Director Amy H. Nelson Management For For
9 Elect Director Daniel W. Rabun Management For For
10 Elect Director Peter A. Ragauss Management For For
11 Ratify Ernst & Young LLP as Auditor Management For For
12 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
13 Amend Charter to Remove the Pass-Through Voting Provision Management For For
 
APTARGROUP, INC.
MEETING DATE:  MAY 05, 2021
TICKER:  ATR       SECURITY ID:  038336103
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Andreas C. Kramvis Management For For
1b Elect Director Maritza Gomez Montiel Management For For
1c Elect Director Jesse Wu Management For For
1d Elect Director Ralf K. Wunderlich Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Ratify PricewaterhouseCoopers LLP as Auditors Management For For
 
AVERY DENNISON CORPORATION
MEETING DATE:  APR 22, 2021
TICKER:  AVY       SECURITY ID:  053611109
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Bradley A. Alford Management For For
1b Elect Director Anthony K. Anderson Management For For
1c Elect Director Mark J. Barrenechea Management For For
1d Elect Director Mitchell R. Butier Management For For
1e Elect Director Ken C. Hicks Management For For
1f Elect Director Andres A. Lopez Management For For
1g Elect Director Patrick T. Siewert Management For For
1h Elect Director Julia A. Stewart Management For For
1i Elect Director Martha N. Sullivan Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Ratify PricewaterhouseCoopers LLP as Auditors Management For For
 
BAKER HUGHES COMPANY
MEETING DATE:  MAY 14, 2021
TICKER:  BKR       SECURITY ID:  05722G100
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director W. Geoffrey Beattie Management For For
1.2 Elect Director Gregory D. Brenneman Management For For
1.3 Elect Director Cynthia B. Carroll Management For For
1.4 Elect Director Clarence P. Cazalot, Jr. Management For For
1.5 Elect Director Nelda J. Connors Management For For
1.6 Elect Director Gregory L. Ebel Management For For
1.7 Elect Director Lynn L. Elsenhans Management For For
1.8 Elect Director John G. Rice Management For For
1.9 Elect Director Lorenzo Simonelli 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 Nonqualified Employee Stock Purchase Plan Management For For
5 Approve Omnibus Stock Plan Management For For
 
BARRICK GOLD CORPORATION
MEETING DATE:  MAY 04, 2021
TICKER:  GOLD       SECURITY ID:  067901108
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director D. Mark Bristow Management For For
1.2 Elect Director Gustavo A. Cisneros Management For For
1.3 Elect Director Christopher L. Coleman Management For For
1.4 Elect Director J. Michael Evans Management For For
1.5 Elect Director Brian L. Greenspun Management For For
1.6 Elect Director J. Brett Harvey Management For For
1.7 Elect Director Anne N. Kabagambe Management For For
1.8 Elect Director Andrew J. Quinn Management For For
1.9 Elect Director M. Loreto Silva Management For For
1.10 Elect Director John L. Thornton 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
4 Approve Reduction in Stated Capital Management For For
 
BERRY GLOBAL GROUP, INC.
MEETING DATE:  FEB 24, 2021
TICKER:  BERY       SECURITY ID:  08579W103
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director B. Evan Bayh Management For For
1b Elect Director Jonathan F. Foster Management For For
1c Elect Director Idalene F. Kesner Management For For
1d Elect Director Jill A. Rahman Management For For
1e Elect Director Carl J. (Rick) Rickertsen Management For For
1f Elect Director Thomas E. Salmon Management For For
1g Elect Director Paula A. Sneed Management For For
1h Elect Director Robert A. Steele Management For For
1i Elect Director Stephen E. Sterrett Management For For
1j Elect Director Scott B. Ullem 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 Reduce Ownership Threshold for Shareholders to Call Special Meeting Management For For
5 Amend Omnibus Stock Plan Management For Against
 
CANADIAN NATURAL RESOURCES LIMITED
MEETING DATE:  MAY 06, 2021
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:  DEC 15, 2020
TICKER:  CVE       SECURITY ID:  15135U109
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1 Approve Issuance of Shares and Warrants in Connection with the Acquisition of Husky Energy Inc. Management For For
 
CENOVUS ENERGY INC.
MEETING DATE:  MAY 12, 2021
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 Withhold
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 Keith A. MacPhail Management For For
2.7 Elect Director Richard J. Marcogliese Management For For
2.8 Elect Director Claude Mongeau Management For For
2.9 Elect Director Alexander J. Pourbaix Management For For
2.10 Elect Director Wayne E. Shaw Management For For
2.11 Elect Director Frank J. Sixt Management For For
2.12 Elect Director Rhonda I. Zygocki Management For For
3 Re-approve Shareholder Rights Plan Management For For
4 Advisory Vote on Executive Compensation Approach Management For For
 
CHENIERE ENERGY, INC.
MEETING DATE:  MAY 13, 2021
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 Vicky A. Bailey Management For For
1d Elect Director Nuno Brandolini Management For For
1e Elect Director David B. Kilpatrick Management For For
1f Elect Director Sean T. Klimczak Management For For
1g Elect Director Andrew Langham Management For For
1h Elect Director Donald F. Robillard, Jr. Management For For
1i Elect Director Neal A. Shear Management For For
1j Elect Director Andrew J. Teno Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Ratify KPMG LLP as Auditors Management For For
 
CLEAN TEQ HOLDINGS LIMITED
MEETING DATE:  MAR 24, 2021
TICKER:  CLQ       SECURITY ID:  Q2509V105
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1 Approve the Change of Company Name to Sunrise Energy Metals Limited Management For For
2 Adopt New Constitution Management For Against
3 Approve Issuance of Performance Rights to Sam Riggall Management For For
4 Approve Consolidation of Share Capital Management For For
 
CONOCOPHILLIPS
MEETING DATE:  JAN 15, 2021
TICKER:  COP       SECURITY ID:  20825C104
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1 Issue Shares in Connection with Merger Management For For
 
CROWN HOLDINGS, INC.
MEETING DATE:  APR 22, 2021
TICKER:  CCK       SECURITY ID:  228368106
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director John W. Conway Management For For
1.2 Elect Director Timothy J. Donahue Management For For
1.3 Elect Director Richard H. Fearon Management For For
1.4 Elect Director Andrea J. Funk Management For For
1.5 Elect Director Stephen J. Hagge Management For For
1.6 Elect Director Rose Lee Management For For
1.7 Elect Director James H. Miller Management For For
1.8 Elect Director Josef M. Muller Management For For
1.9 Elect Director B. Craig Owens Management For For
1.10 Elect Director Caesar F. Sweitzer Management For For
1.11 Elect Director Jim L. Turner Management For For
1.12 Elect Director William S. Urkiel Management For For
1.13 Elect Director Dwayne A. Wilson Management For For
2 Ratify PricewaterhouseCoopers LLP as Auditors Management For For
3 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
 
EAGLE MATERIALS INC.
MEETING DATE:  AUG 05, 2020
TICKER:  EXP       SECURITY ID:  26969P108
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Margot L. Carter Management For For
1b Elect Director Michael R. Nicolais Management For For
1c Elect Director Mary P. Ricciardello Management For For
1d Elect Director Richard R. Stewart 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
 
ENBRIDGE INC.
MEETING DATE:  MAY 05, 2021
TICKER:  ENB       SECURITY ID:  29250N105
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Pamela L. Carter Management For For
1.2 Elect Director Marcel R. Coutu Management For For
1.3 Elect Director Susan M. Cunningham Management For For
1.4 Elect Director Gregory L. Ebel Management For For
1.5 Elect Director J. Herb England Management For For
1.6 Elect Director Gregory J. Goff Management For For
1.7 Elect Director V. Maureen Kempston Darkes Management For For
1.8 Elect Director Teresa S. Madden Management For For
1.9 Elect Director Al Monaco Management For For
1.10 Elect Director Stephen S. Poloz Management For For
1.11 Elect Director Dan C. Tutcher 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
 
EXXON MOBIL CORPORATION
MEETING DATE:  MAY 26, 2021
TICKER:  XOM       SECURITY ID:  30231G102
Proposal No Proposal Proposed By Management Recommendation Vote Cast
Management Proxy (Blue Proxy Card)
1.1 Elect Director Michael J. Angelakis Management For Did Not Vote
1.2 Elect Director Susan K. Avery Management For Did Not Vote
1.3 Elect Director Angela F. Braly Management For Did Not Vote
1.4 Elect Director Ursula M. Burns Management For Did Not Vote
1.5 Elect Director Kenneth C. Frazier Management For Did Not Vote
1.6 Elect Director Joseph L. Hooley Management For Did Not Vote
1.7 Elect Director Steven A. Kandarian Management For Did Not Vote
1.8 Elect Director Douglas R. Oberhelman Management For Did Not Vote
1.9 Elect Director Samuel J. Palmisano Management For Did Not Vote
1.10 Elect Director Jeffrey W. Ubben Management For Did Not Vote
1.11 Elect Director Darren W. Woods Management For Did Not Vote
1.12 Elect Director Wan Zulkiflee Management For Did Not Vote
2 Ratify PricewaterhouseCoopers LLP as Auditors Management For Did Not Vote
3 Advisory Vote to Ratify Named Executive Officers' Compensation Management For Did Not Vote
4 Require Independent Board Chair Shareholder Against Did Not Vote
5 Reduce Ownership Threshold for Shareholders to Call Special Meeting Shareholder Against Did Not Vote
6 Issue Audited Report on Financial Impacts of IEA's Net Zero 2050 Scenario Shareholder Against Did Not Vote
7 Report on Costs and Benefits of Environmental-Related Expenditures Shareholder Against Did Not Vote
8 Report on Political Contributions Shareholder Against Did Not Vote
9 Report on Lobbying Payments and Policy Shareholder Against Did Not Vote
10 Report on Corporate Climate Lobbying Aligned with Paris Agreement Shareholder Against Did Not Vote
Proposal No Proposal Proposed By Dissident Recommendation Vote Cast
Dissident Proxy (White Proxy Card)
1.1 Elect Director Gregory J. Goff Shareholder For For
1.2 Elect Director Kaisa Hietala Shareholder For For
1.3 Elect Director Alexander A. Karsner Shareholder For Withhold
1.4 Elect Director Anders Runevad Shareholder For Withhold
1.5 Management Nominee Michael J. Angelakis Shareholder For For
1.6 Management Nominee Susan K. Avery Shareholder For For
1.7 Management Nominee Angela F. Braly Shareholder For For
1.8 Management Nominee Ursula M. Burns Shareholder For For
1.9 Management Nominee Kenneth C. Frazier Shareholder For For
1.10 Management Nominee Joseph L. Hooley Shareholder For For
1.11 Management Nominee Jeffrey W. Ubben Shareholder For For
1.12 Management Nominee Darren W. Woods Shareholder For For
2 Ratify PricewaterhouseCoopers LLP as Auditors Management For For
3 Advisory Vote to Ratify Named Executive Officers' Compensation Management Against For
4 Require Independent Board Chair Shareholder None Against
5 Reduce Ownership Threshold for Shareholders to Call Special Meeting Shareholder None Against
6 Issue Audited Report on Financial Impacts of IEA's Net Zero 2050 Scenario Shareholder None For
7 Report on Costs and Benefits of Environmental-Related Expenditures Shareholder None Against
8 Report on Political Contributions Shareholder None Against
9 Report on Lobbying Payments and Policy Shareholder None Against
10 Report on Corporate Climate Lobbying Aligned with Paris Agreement Shareholder None Against
 
FIRST QUANTUM MINERALS LTD.
MEETING DATE:  MAY 06, 2021
TICKER:  FM       SECURITY ID:  335934105
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1 Fix Number of Directors at Nine Management For For
2.1 Elect Director Philip K.R. Pascall Management For For
2.2 Elect Director G. Clive Newall Management For For
2.3 Elect Director Kathleen A. Hogenson Management For For
2.4 Elect Director Peter St. George Management For For
2.5 Elect Director Andrew B. Adams Management For For
2.6 Elect Director Robert J. Harding Management For For
2.7 Elect Director Simon J. Scott Management For For
2.8 Elect Director Joanne K. Warner Management For For
2.9 Elect Director Charles Kevin McArthur Management For For
3 Approve PricewaterhouseCoopers LLP as Auditors and Authorize Board to Fix Their Remuneration Management For For
4 Advisory Vote on Executive Compensation Approach Management For For
 
FRANCO-NEVADA CORPORATION
MEETING DATE:  MAY 05, 2021
TICKER:  FNV       SECURITY ID:  351858105
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director David Harquail Management For For
1.2 Elect Director Paul Brink Management For For
1.3 Elect Director Tom Albanese Management For For
1.4 Elect Director Derek W. Evans Management For For
1.5 Elect Director Catharine Farrow Management For For
1.6 Elect Director Louis Gignac Management For For
1.7 Elect Director Maureen Jensen Management For For
1.8 Elect Director Jennifer Maki Management For For
1.9 Elect Director Randall Oliphant Management For For
1.10 Elect Director Elliott Pew 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
 
FREEPORT-MCMORAN INC.
MEETING DATE:  JUN 08, 2021
TICKER:  FCX       SECURITY ID:  35671D857
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director David P. Abney Management For For
1.2 Elect Director Richard C. Adkerson Management For For
1.3 Elect Director Robert W. Dudley Management For For
1.4 Elect Director Lydia H. Kennard Management For For
1.5 Elect Director Dustan E. McCoy Management For For
1.6 Elect Director John J. Stephens Management For For
1.7 Elect Director Frances Fragos Townsend 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
 
GOLAR LNG LIMITED
MEETING DATE:  SEP 24, 2020
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 Elect Director Georgina Sousa Management For For
8 Amend Quorum Requirements Management For For
9 Approve Ernst & Young LLP as Auditors and Authorize Board to Fix Their Remuneration Management For For
10 Approve Remuneration of Directors Management For For
 
GRAPHIC PACKAGING HOLDING COMPANY
MEETING DATE:  MAY 26, 2021
TICKER:  GPK       SECURITY ID:  388689101
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Paul D. Carrico Management For For
1.2 Elect Director Philip R. Martens Management For For
1.3 Elect Director Lynn A. Wentworth Management For For
2 Ratify PricewaterhouseCoopers LLP as Auditors Management For For
3 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
 
HALLIBURTON COMPANY
MEETING DATE:  MAY 19, 2021
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 Against
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 Against
1f Elect Director Murry S. Gerber Management For Against
1g Elect Director Patricia Hemingway Hall Management For Against
1h Elect Director Robert A. Malone Management For Against
1i Elect Director Jeffrey A. Miller Management For For
1j Elect Director Bhavesh V. (Bob) Patel Management For For
2 Ratify KPMG LLP as Auditor Management For For
3 Advisory Vote to Ratify Named Executive Officers' Compensation Management For Against
4 Amend Omnibus Stock Plan Management For For
5 Amend Qualified Employee Stock Purchase Plan Management For For
 
HARBOUR ENERGY PLC
MEETING DATE:  JUN 23, 2021
TICKER:  HBR       SECURITY ID:  G4289T103
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 Amend 2017 Long-Term Incentive Plan Management For For
5 Elect Blair Thomas as Director Management For For
6 Elect Linda Cook as Director Management For For
7 Elect Phil Kirk as Director Management For For
8 Elect Alexander Krane as Director Management For For
9 Elect Simon Henry as Director Management For For
10 Re-elect Anne Cannon as Director Management For For
11 Elect Steven Farris as Director Management For For
12 Elect Alan Ferguson as Director Management For For
13 Elect Andy Hopwood as Director Management For For
14 Elect Margareth Ovrum as Director Management For For
15 Elect Anne Stevens as Director Management For For
16 Reappoint Ernst & Young LLP as Auditors Management For For
17 Authorise the Audit Committee to Fix Remuneration of Auditors Management For For
18 Authorise UK Political Donations and Expenditure Management For For
19 Approve Share Consolidation Management For For
20 Authorise Issue of Equity Management For For
21 Authorise Issue of Equity without Pre-emptive Rights Management For For
22 Authorise Issue of Equity without Pre-emptive Rights in Connection with an Acquisition or Other Capital Investment Management For For
23 Adopt New Articles of Association Management For For
24 Authorise the Company to Call General Meeting with Two Weeks' Notice Management For For
 
HESS CORPORATION
MEETING DATE:  JUN 02, 2021
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 Joaquin Duato 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 David McManus Management For For
1h Elect Director Kevin O. Meyers Management For For
1i Elect Director Karyn F. Ovelmen Management For For
1j Elect Director James H. Quigley Management For For
1k Elect Director William G. Schrader 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
 
HOLLYFRONTIER CORPORATION
MEETING DATE:  MAY 12, 2021
TICKER:  HFC       SECURITY ID:  436106108
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Anne-Marie N. Ainsworth Management For For
1b Elect Director Anna C. Catalano Management For For
1c Elect Director Leldon E. Echols Management For For
1d Elect Director Manuel J. Fernandez Management For For
1e Elect Director Michael C. Jennings Management For For
1f Elect Director R. Craig Knocke Management For For
1g Elect Director Robert J. Kostelnik Management For For
1h Elect Director James H. Lee Management For For
1i Elect Director Franklin Myers Management For For
1j Elect Director Michael E. Rose 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 Adopt Simple Majority Vote Shareholder Against For
 
IMPERIAL OIL LIMITED
MEETING DATE:  MAY 04, 2021
TICKER:  IMO       SECURITY ID:  453038408
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1A Elect Director D.W. (David) Cornhill Management For For
1B Elect Director B.W. (Bradley) Corson Management For For
1C Elect Director M.R. (Matthew) Crocker Management For For
1D Elect Director K.T. (Krystyna) Hoeg Management For For
1E Elect Director M.C. (Miranda) Hubbs Management For For
1F Elect Director J.M. (Jack) Mintz Management For For
1G Elect Director D.S. (David) Sutherland Management For For
2 Ratify PricewaterhouseCoopers LLP be as Auditors Management For For
3 Adopt a Corporate Wide Ambition to Achieve Net Zero Carbon Emissions Shareholder Against Against
 
KOSMOS ENERGY LTD.
MEETING DATE:  JUN 09, 2021
TICKER:  KOS       SECURITY ID:  500688106
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Adebayo (Bayo) O. Ogunlesi Management For For
1.2 Elect Director Deanna L. Goodwin 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
 
MAGELLAN MIDSTREAM PARTNERS, L.P.
MEETING DATE:  APR 22, 2021
TICKER:  MMP       SECURITY ID:  559080106
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Robert G. Croyle Management For For
1.2 Elect Director Stacy P. Methvin Management For For
1.3 Elect Director Barry R. Pearl Management For For
2 Amend Restricted 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
 
MEG ENERGY CORP.
MEETING DATE:  JUN 16, 2021
TICKER:  MEG       SECURITY ID:  552704108
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Ian D. Bruce Management For For
1.2 Elect Director Derek W. Evans Management For For
1.3 Elect Director Grant D. Billing Management For For
1.4 Elect Director Judy A. Fairburn Management For For
1.5 Elect Director Robert B. Hodgins Management For For
1.6 Elect Director William R. Klesse Management For For
1.7 Elect Director Susan M. MacKenzie Management For For
1.8 Elect Director Jeffrey J. McCaig Management For For
1.9 Elect Director James D. McFarland Management For For
1.10 Elect Director Diana J. McQueen 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
 
NEWMONT CORPORATION
MEETING DATE:  APR 28, 2021
TICKER:  NEM       SECURITY ID:  651639106
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Patrick G. Awuah, Jr. Management For For
1.2 Elect Director Gregory H. Boyce Management For For
1.3 Elect Director Bruce R. Brook Management For For
1.4 Elect Director Maura Clark Management For For
1.5 Elect Director Matthew Coon Come Management For For
1.6 Elect Director Jose Manuel Madero Management For For
1.7 Elect Director Rene Medori Management For For
1.8 Elect Director Jane Nelson Management For For
1.9 Elect Director Thomas Palmer Management For For
1.10 Elect Director Julio M. Quintana Management For For
1.11 Elect Director Susan N. Story 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
 
NOBLE ENERGY, INC.
MEETING DATE:  OCT 02, 2020
TICKER:  NBL       SECURITY ID:  655044105
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
 
NOUVEAU MONDE GRAPHITE INC.
MEETING DATE:  JUN 29, 2021
TICKER:  NOU       SECURITY ID:  66979W842
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Yannick Beaulieu Management For For
1.2 Elect Director Daniel Buron Management For For
1.3 Elect Director Eric Desaulniers Management For For
1.4 Elect Director Arne H. Frandsen Management For For
1.5 Elect Director Nathalie Jodoin Management For For
1.6 Elect Director Jurgen Kohler Management For For
1.7 Elect Director Nathalie Pilon Management For For
1.8 Elect Director James Scarlett Management For For
1.9 Elect Director Andrew Willis Management For For
2 Approve PricewaterhouseCoopers LLP as Auditors and Authorize Board to Fix Their Remuneration Management For For
3 Re-approve Stock Option Plan Management For Against
 
OCEANEERING INTERNATIONAL, INC.
MEETING DATE:  MAY 07, 2021
TICKER:  OII       SECURITY ID:  675232102
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Karen H. Beachy Management For For
1b Elect Director Deanna L. Goodwin Management For For
1c Elect Director Kavitha Velusamy Management For For
1d Elect Director Steven A. Webster 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
 
PACKAGING CORPORATION OF AMERICA
MEETING DATE:  MAY 04, 2021
TICKER:  PKG       SECURITY ID:  695156109
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Cheryl K. Beebe Management For For
1.2 Elect Director Duane C. Farrington Management For For
1.3 Elect Director Donna A. Harman Management For For
1.4 Elect Director Mark W. Kowlzan Management For For
1.5 Elect Director Robert C. Lyons Management For For
1.6 Elect Director Thomas P. Maurer Management For For
1.7 Elect Director Samuel M. Mencoff Management For For
1.8 Elect Director Roger B. Porter Management For For
1.9 Elect Director Thomas S. Souleles Management For For
1.10 Elect Director Paul T. Stecko Management For For
1.11 Elect Director James D. Woodrum Management For For
2 Ratify KPMG LLP as Auditors Management For For
3 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
 
PAN AMERICAN SILVER CORP.
MEETING DATE:  MAY 12, 2021
TICKER:  PAAS       SECURITY ID:  697900108
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Michael Carroll Management For For
1.2 Elect Director Neil de Gelder Management For For
1.3 Elect Director Charles Jeannes Management For For
1.4 Elect Director Jennifer Maki Management For For
1.5 Elect Director Walter Segsworth Management For For
1.6 Elect Director Kathleen Sendall Management For For
1.7 Elect Director Michael Steinmann Management For For
1.8 Elect Director Gillian Winckler Management For For
2 Approve Deloitte LLP as Auditors and Authorize Board to Fix Their Remuneration Management For For
3 Advisory Vote on Executive Compensation Approach Management For For
 
PARSLEY ENERGY, INC.
MEETING DATE:  JAN 12, 2021
TICKER:  PE       SECURITY ID:  701877102
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
 
PHILLIPS 66
MEETING DATE:  MAY 12, 2021
TICKER:  PSX       SECURITY ID:  718546104
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Julie L. Bushman Management For For
1b Elect Director Lisa A. Davis Management For For
2 Declassify the Board of Directors 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 Adopt GHG Emissions Reduction Targets Shareholder Against For
6 Report on Climate Lobbying Shareholder Against Against
 
PIONEER NATURAL RESOURCES COMPANY
MEETING DATE:  JAN 12, 2021
TICKER:  PXD       SECURITY ID:  723787107
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1 Issue Shares in Connection with Merger Management For For
 
PRETIUM RESOURCES INC.
MEETING DATE:  MAY 04, 2021
TICKER:  PVG       SECURITY ID:  74139C102
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1 Fix Number of Directors at Eight Management For For
2.1 Elect Director Richard O'Brien Management For For
2.2 Elect Director Jacques Perron Management For For
2.3 Elect Director George Paspalas Management For For
2.4 Elect Director David Smith Management For For
2.5 Elect Director Faheem Tejani Management For For
2.6 Elect Director Jeane Hull Management For For
2.7 Elect Director Thomas Peregoodoff Management For For
2.8 Elect Director Maryse Saint-Laurent Management For For
3 Approve PricewaterhouseCoopers LLP as Auditors and Authorize Board to Fix Their Remuneration Management For For
4 Approve Advance Notice Policy Amendment Management For Against
5 Advisory Vote on Executive Compensation Approach Management For For
 
RELIANCE INDUSTRIES LTD.
MEETING DATE:  JUL 15, 2020
TICKER:  500325       SECURITY ID:  Y72570180
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.a Accept Financial Statements and Statutory Reports Management For For
1.b Accept Consolidated Financial Statements and Statutory Reports Management For For
2 Approve Dividends Management For For
3 Reelect Hital R. Meswani as Director Management For Against
4 Reelect P.M.S. Prasad as Director Management For Against
5 Approve Reappointment and Remuneration of Hital R. Meswani as a Whole-time Director Management For For
6 Elect K. V. Chowdary as Director Management For Against
7 Approve Remuneration of Cost Auditors Management For For
 
RELIANCE INDUSTRIES LTD.
MEETING DATE:  JUL 15, 2020
TICKER:  500325       SECURITY ID:  Y72596102
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.a Accept Financial Statements and Statutory Reports Management For For
1.b Accept Consolidated Financial Statements and Statutory Reports Management For For
2 Approve Dividends Management For For
3 Reelect Hital R. Meswani as Director Management For Against
4 Reelect P.M.S. Prasad as Director Management For Against
5 Approve Reappointment and Remuneration of Hital R. Meswani as a Whole-time Director Management For For
6 Elect K. V. Chowdary as Director Management For Against
7 Approve Remuneration of Cost Auditors Management For For
 
SBM OFFSHORE NV
MEETING DATE:  APR 07, 2021
TICKER:  SBMO       SECURITY ID:  N7752F148
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 Receive Report of Supervisory Board (Non-Voting) Management None None
4 Discussion on Company's Corporate Governance Structure Management None None
5.1 Approve Remuneration Report for Management Board Members Management For For
5.2 Approve Remuneration Report for Supervisory Board Members Management For For
6 Approve Remuneration Policy for Management Board Members Management For For
7 Receive Report of Auditors (Non-Voting) Management None None
8 Adopt Financial Statements Management For For
9 Receive Explanation on Company's Dividend Policy Management None None
10 Approve Dividends of USD 0.89 Per Share Management For For
11 Approve Discharge of Management Board Management For For
12 Approve Discharge of Supervisory Board Management For For
13.1 Grant Board Authority to Issue Shares Up To 10 Percent of Issued Capital Management For For
13.2 Authorize Board to Exclude Preemptive Rights from Share Issuances Management For For
14.1 Authorize Repurchase of Up to 10 Percent of Issued Share Capital Management For For
14.2 Approve Cancellation of Repurchased Shares Management For For
15 Reelect D.H.M. Wood to Management Board Management For For
16 Acknowledge Resignation of A.R.D. Brown and L.B.L.E. Mulliez as Supervisory Board Members Management None None
17 Elect Ingelise Arntsen to Supervisory Board Management For For
18 Ratify PricewaterhouseCoopers Accountants N.V. as Auditors Management For For
19 Allow Questions Management None None
20 Close Meeting Management None None
 
SHELF DRILLING LTD.
MEETING DATE:  AUG 31, 2020
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 CONG Yongjian as Director Management For Did Not Vote
3 Elect LOU Dongyang as Director Management For Did Not Vote
4 Approve Issuance of 40 Million Shares without Preemptive Rights Management For Did Not Vote
 
SUBSEA 7 SA
MEETING DATE:  APR 14, 2021
TICKER:  SUBC       SECURITY ID:  L8882U106
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1 Receive Board's and Auditor's Reports Management None None
2 Approve Financial Statements Management For For
3 Approve Consolidated Financial Statements Management For For
4 Approve Allocation of Income and Dividends of NOK 2.00 Per Share Management For For
5 Approve Discharge of Directors Management For For
6 Renew Appointment of Ernst & Young S.A as Auditor Management For For
7 Reelect Kristian Siem as Director Management For Against
8 Reelect Dod Fraser as Director Management For For
9 Elect Eldar Saetre as Director Management For For
1 Authorize Issuance of Equity or Equity-Linked Securities without Preemptive Rights Up to 10 Percent of the Issued Share Capital Management For For
2 Authorize Share Repurchase Program Up to 10 Percent of Issued Capital and Authorize Cancellation of Repurchased Shares Management For For
3 Amend Article 3 Re: Corporate Purpose Management For For
4 Amend Articles 12 and 16 of the Articles of Association Management For For
 
SUBSEA 7 SA
MEETING DATE:  JUN 04, 2021
TICKER:  SUBC       SECURITY ID:  L8882U106
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1 Elect Louisa Siem as Non-Executive Director Management For For
 
SUMMIT MATERIALS, INC.
MEETING DATE:  MAY 19, 2021
TICKER:  SUM       SECURITY ID:  86614U100
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Howard L. Lance Management For For
1.2 Elect Director Anne K. Wade Management For For
1.3 Elect Director Susan A. Ellerbusch 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
5 Approve Qualified Employee Stock Purchase Plan Management For For
6 Declassify the Board of Directors Management For For
7 Eliminate Supermajority Vote Requirement Management For For
8 Amend Charter to Add Federal Forum Selection Provision Management For For
9 Amend Charter to Delete the Waiver of Section 203 of the DGCL Management For For
 
SUNCOR ENERGY INC.
MEETING DATE:  MAY 04, 2021
TICKER:  SU       SECURITY ID:  867224107
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Patricia M. Bedient Management For For
1.2 Elect Director John D. Gass Management For For
1.3 Elect Director Russell (Russ) 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 Mark S. Little Management For For
1.7 Elect Director Brian P. MacDonald Management For For
1.8 Elect Director Maureen McCaw Management For For
1.9 Elect Director Lorraine Mitchelmore Management For For
1.10 Elect Director Eira M. Thomas Management For For
1.11 Elect Director Michael M. Wilson Management For For
2 Ratify KPMG LLP as Auditors Management For For
3 Amend Stock Option Plan Management For For
4 Advisory Vote on Executive Compensation Approach Management For For
 
TALON METALS CORP.
MEETING DATE:  JUN 23, 2021
TICKER:  TLO       SECURITY ID:  G86659102
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1 Ratify MNP LLP as Auditors and Authorize Board to Fix Their Remuneration Management For For
2.1 Elect Director David L. Deisley Management For For
2.2 Elect Director John D. Kaplan Management For Withhold
2.3 Elect Director Gregory S. Kinross Management For For
2.4 Elect Director Warren E. Newfield Management For For
2.5 Elect Director David E. Singer Management For For
2.6 Elect Director Henri van Rooyen Management For For
3 Approve Stock Consolidation Management For Against
 
TARGA RESOURCES CORP.
MEETING DATE:  MAY 25, 2021
TICKER:  TRGP       SECURITY ID:  87612G101
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Beth A. Bowman Management For For
1.2 Elect Director Lindsey M. Cooksen Management For For
1.3 Elect Director Robert B. Evans Management For For
1.4 Elect Director Joe Bob Perkins Management For For
1.5 Elect Director Ershel C. Redd, Jr. 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 Increase Authorized Common Stock Management For For
 
TC ENERGY CORPORATION
MEETING DATE:  MAY 07, 2021
TICKER:  TRP       SECURITY ID:  87807B107
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Stephan Cretier Management For For
1.2 Elect Director Michael R. Culbert Management For For
1.3 Elect Director Susan C. Jones Management For For
1.4 Elect Director Randy Limbacher Management For For
1.5 Elect Director John E. Lowe Management For For
1.6 Elect Director David MacNaughton Management For For
1.7 Elect Director Francois L. Poirier Management For For
1.8 Elect Director Una Power Management For For
1.9 Elect Director Mary Pat Salomone Management For For
1.10 Elect Director Indira V. Samarasekera Management For For
1.11 Elect Director D. Michael G. Stewart Management For For
1.12 Elect Director Siim A. Vanaselja Management For For
1.13 Elect Director Thierry Vandal Management For For
2 Approve KPMG LLP as Auditors and Authorize Board to Fix Their Remuneration Management For For
3 Advisory Vote on Executive Compensation Approach Management For For
4 Amend By-law Number 1 Management For For
 
TULLOW OIL PLC
MEETING DATE:  MAR 18, 2021
TICKER:  TLW       SECURITY ID:  G91235104
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1 Approve Disposal of Tullow Equatorial Guinea Limited Management For For
 
VALERO ENERGY CORPORATION
MEETING DATE:  APR 29, 2021
TICKER:  VLO       SECURITY ID:  91913Y100
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director H. Paulett Eberhart Management For For
1b Elect Director Joseph W. Gorder Management For For
1c Elect Director Kimberly S. Greene Management For For
1d Elect Director Deborah P. Majoras Management For For
1e Elect Director Eric D. Mullins Management For For
1f Elect Director Donald L. Nickles Management For For
1g Elect Director Philip J. Pfeiffer Management For For
1h Elect Director Robert A. Profusek Management For For
1i Elect Director Stephen M. Waters 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
 
VICTORIA GOLD CORP.
MEETING DATE:  JUN 23, 2021
TICKER:  VGCX       SECURITY ID:  92625W507
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1 Fix Number of Directors at Seven Management For For
2.1 Elect Director T. Sean Harvey Management For For
2.2 Elect Director John McConnell Management For For
2.3 Elect Director Christopher Hill Management For For
2.4 Elect Director Michael McInnis Management For For
2.5 Elect Director Letha MacLachlan Management For For
2.6 Elect Director Stephen Scott Management For For
2.7 Elect Director Joseph Ovsenek Management For For
3 Approve Ernst & Young LLP as Auditors and Authorize Board to Fix Their Remuneration Management For For
 
WESTERN FOREST PRODUCTS INC.
MEETING DATE:  MAY 06, 2021
TICKER:  WEF       SECURITY ID:  958211203
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1 Fix Number of Directors at Eight Management For For
2.1 Elect Director Jane Bird Management For For
2.2 Elect Director Laura A. Cillis Management For For
2.3 Elect Director Donald Demens Management For For
2.4 Elect Director Randy Krotowski Management For For
2.5 Elect Director Daniel Nocente Management For For
2.6 Elect Director Cheri Phyfer Management For For
2.7 Elect Director Michael T. Waites Management For For
2.8 Elect Director John Williamson Management For For
3 Approve KPMG LLP as Auditors and Authorize Board to Fix Their Remuneration Management For For
4 Allow Shareholder Meetings to be Held By Electronic Means or Other Communications Facility Management For For
5 Approve Advance Notice Requirement Management For For
6 Advisory Vote on Executive Compensation Approach Management For For
 
WHEATON PRECIOUS METALS CORP.
MEETING DATE:  MAY 14, 2021
TICKER:  WPM       SECURITY ID:  962879102
Proposal No Proposal Proposed By Management Recommendation Vote Cast
a1 Elect Director George L. Brack Management For For
a2 Elect Director John A. Brough Management For For
a3 Elect Director R. Peter Gillin Management For For
a4 Elect Director Chantal Gosselin Management For For
a5 Elect Director Douglas M. Holtby Management For For
a6 Elect Director Glenn Antony Ives Management For For
a7 Elect Director Charles A. Jeannes Management For For
a8 Elect Director Eduardo Luna Management For For
a9 Elect Director Marilyn Schonberner Management For For
a10 Elect Director Randy V.J. Smallwood Management For For
b Approve Deloitte LLP as Auditors and Authorize Board to Fix Their Remuneration Management For For
c Advisory Vote on Executive Compensation Approach Management For For

VOTE SUMMARY REPORT
FIDELITY REAL ESTATE INVESTMENT PORTFOLIO
07/01/2020 - 06/30/2021

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 ASSETS TRUST, INC.
MEETING DATE:  JUN 08, 2021
TICKER:  AAT       SECURITY ID:  024013104
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Ernest S. Rady Management For For
1.2 Elect Director Robert S. Sullivan Management For For
1.3 Elect Director Thomas S. Olinger Management For For
1.4 Elect Director Joy L. Schaefer Management For For
1.5 Elect Director Nina A. Tran 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
 
AMERICAN HOMES 4 RENT
MEETING DATE:  MAY 06, 2021
TICKER:  AMH       SECURITY ID:  02665T306
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Kenneth M. Woolley 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 Hughes Gustavson Management For For
1g Elect Director Matthew J. Hart Management For For
1h Elect Director Michelle C. Kerrick Management For For
1i Elect Director James H. Kropp Management For For
1j Elect Director Lynn C. Swann Management For For
1k Elect Director Winifred M. Webb Management For For
1l Elect Director Jay Willoughby Management For For
1m Elect Director Matthew R. Zaist Management For For
2 Approve Omnibus Stock Plan Management For For
3 Approve Nonqualified Employee Stock Purchase Plan 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
 
AMERICOLD REALTY TRUST
MEETING DATE:  MAY 19, 2021
TICKER:  COLD       SECURITY ID:  03064D108
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Fred W. Boehler Management For For
1b Elect Director George J. Alburger, Jr. Management For For
1c Elect Director Kelly H. Barrett Management For For
1d Elect Director Antonio F. Fernandez Management For For
1e Elect Director James R. Heistand Management For For
1f Elect Director David J. Neithercut Management For For
1g Elect Director Mark R. Patterson Management For For
1h Elect Director Andrew P. Power 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
 
APARTMENT INVESTMENT AND MANAGEMENT COMPANY
MEETING DATE:  NOV 20, 2020
TICKER:  AIV       SECURITY ID:  03748R754
Proposal No Proposal Proposed By Management Recommendation Vote Cast
Management Proxy (White Proxy Card)
1 Revoke Consent to Call a Special Meeting to Approve a Non-Binding Resolution Urging the Board to Put Any Proposed Separation or Spin-Off To a Vote At a Meeting of Stockholders Shareholder For Did Not Vote
Proposal No Proposal Proposed By Dissident Recommendation Vote Cast
Dissident Proxy (Gold Proxy Card)
1 Consent to Call a Special Meeting to Approve a Non-Binding Resolution Urging the Board to Put Any Proposed Separation or Spin-Off To a Vote At a Meeting of Stockholders Shareholder For For
2 Consent to Exercise All Rights of Common Shareholders Incidental to Calling the Special Meeting and Causing the Purposes of the Authority Expressly Granted Pursuant to the Written Requests to the Designated Agents to be Carried into Effect Shareholder For For
 
BRANDYWINE REALTY TRUST
MEETING DATE:  MAY 18, 2021
TICKER:  BDN       SECURITY ID:  105368203
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director James C. Diggs Management For For
1b Elect Director Reginald DesRoches Management For For
1c Elect Director H. Richard Haverstick, Jr. Management For For
1d Elect Director Terri A. Herubin Management For For
1e Elect Director Michael J. Joyce Management For For
1f Elect Director Charles P. Pizzi Management For For
1g Elect Director Gerard H. Sweeney Management For For
2 Ratify PricewaterhouseCoopers LLP as Auditors Management For For
3 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
 
CBRE GROUP, INC.
MEETING DATE:  MAY 19, 2021
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 Christopher T. Jenny Management For For
1f Elect Director Gerardo I. Lopez Management For For
1g Elect Director Oscar Munoz Management For For
1h Elect Director Robert E. Sulentic Management For For
1i Elect Director Laura D. Tyson Management For For
1j 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 Reduce Ownership Threshold for Shareholders to Call Special Meeting Shareholder Against Against
 
CROWN CASTLE INTERNATIONAL CORP.
MEETING DATE:  MAY 21, 2021
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 Lee W. Hogan Management For For
1g Elect Director Tammy K. Jones Management For For
1h Elect Director J. Landis Martin Management For For
1i Elect Director Anthony J. Melone Management For For
1j Elect Director W. Benjamin Moreland Management For For
1k Elect Director Kevin A. Stephens Management For For
1l 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 Advisory Vote on Say on Pay Frequency Management One Year One Year
 
CUBESMART
MEETING DATE:  MAY 11, 2021
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 Dorothy Dowling Management For For
1.3 Elect Director John W. Fain Management For For
1.4 Elect Director Marianne M. Keler Management For For
1.5 Elect Director Christopher P. Marr Management For For
1.6 Elect Director Deborah R. Salzberg Management For For
1.7 Elect Director John F. Remondi Management For For
1.8 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
 
DIAMONDROCK HOSPITALITY COMPANY
MEETING DATE:  MAY 05, 2021
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 Kathleen A. (Wayton) Merrill Management For For
1e Elect Director William J. Shaw Management For For
1f Elect Director Bruce D. Wardinski Management For For
1g Elect Director Tabassum Zalotrawala Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Ratify KPMG LLP as Auditor Management For For
1h Elect Director Michael A. Hartmeier Management For For
 
DIGITAL REALTY TRUST, INC.
MEETING DATE:  JUN 03, 2021
TICKER:  DLR       SECURITY ID:  253868103
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Laurence A. Chapman Management For For
1b Elect Director Alexis Black Bjorlin Management For For
1c Elect Director VeraLinn "Dash" Jamieson Management For For
1d Elect Director Kevin J. Kennedy Management For For
1e Elect Director William G. LaPerch Management For For
1f Elect Director Jean F.H.P. Mandeville Management For For
1g Elect Director Afshin Mohebbi Management For For
1h Elect Director Mark R. Patterson Management For For
1i Elect Director Mary Hogan Preusse Management For For
1j Elect Director Dennis E. Singleton Management For For
1k 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
 
DUKE REALTY CORPORATION
MEETING DATE:  APR 28, 2021
TICKER:  DRE       SECURITY ID:  264411505
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director John P. Case Management For For
1b Elect Director James B. Connor Management For For
1c Elect Director Tamara D. Fischer Management For For
1d Elect Director Norman K. Jenkins Management For For
1e Elect Director Kelly T. Killingsworth Management For For
1f Elect Director Melanie R. Sabelhaus Management For For
1g Elect Director Peter M. Scott, III Management For For
1h Elect Director David P. Stockert Management For For
1i Elect Director Chris T. Sultemeier Management For For
1j Elect Director Michael E. Szymanczyk Management For For
1k Elect Director Warren M. Thompson Management For For
1l Elect Director Lynn C. Thurber Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Ratify KPMG LLP as Auditors Management For For
 
EQUINIX, INC.
MEETING DATE:  MAY 26, 2021
TICKER:  EQIX       SECURITY ID:  29444U700
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Thomas Bartlett Management For For
1.2 Elect Director Nanci Caldwell Management For For
1.3 Elect Director Adaire Fox-Martin Management For For
1.4 Elect Director Gary Hromadko Management For For
1.5 Elect Director Irving Lyons, III Management For For
1.6 Elect Director Charles Meyers Management For For
1.7 Elect Director Christopher Paisley Management For For
1.8 Elect Director Sandra Rivera Management For For
1.9 Elect Director Peter Van Camp 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 Reduce Ownership Threshold for Shareholders to Request Action by Written Consent Shareholder Against Against
 
EQUITY LIFESTYLE PROPERTIES, INC.
MEETING DATE:  APR 27, 2021
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
 
EXTRA SPACE STORAGE INC.
MEETING DATE:  MAY 26, 2021
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 Joseph J. Bonner Management For For
1.5 Elect Director Gary L. Crittenden Management For For
1.6 Elect Director Spencer F. Kirk Management For For
1.7 Elect Director Dennis J. Letham Management For For
1.8 Elect Director Diane Olmstead Management For For
1.9 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
4 Advisory Vote on Say on Pay Frequency Management One Year One Year
 
GAMING AND LEISURE PROPERTIES, INC.
MEETING DATE:  JUN 10, 2021
TICKER:  GLPI       SECURITY ID:  36467J108
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Peter M. Carlino Management For For
1b Elect Director Carol (Lili) Lynton Management For For
1c Elect Director Joseph W. Marshall, III Management For For
1d Elect Director James B. Perry Management For For
1e Elect Director Barry F. Schwartz Management For For
1f Elect Director Earl C. Shanks Management For For
1g 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
 
HEALTHCARE TRUST OF AMERICA, INC.
MEETING DATE:  JUL 07, 2020
TICKER:  HTA       SECURITY ID:  42225P501
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Scott D. Peters Management For For
1b Elect Director W. Bradley Blair, II Management For For
1c Elect Director Vicki U. Booth Management For For
1d Elect Director H. Lee Cooper Management For For
1e Elect Director Warren D. Fix Management For For
1f Elect Director Peter N. Foss Management For For
1g Elect Director Jay P. Leupp Management For For
1h Elect Director Gary T. Wescombe 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
 
HIGHWOODS PROPERTIES, INC.
MEETING DATE:  MAY 11, 2021
TICKER:  HIW       SECURITY ID:  431284108
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Charles A. Anderson Management For For
1.2 Elect Director Gene H. Anderson Management For For
1.3 Elect Director Thomas P. Anderson Management For For
1.4 Elect Director Carlos E. Evans Management For For
1.5 Elect Director David L. Gadis Management For For
1.6 Elect Director David J. Hartzell Management For For
1.7 Elect Director Sherry A. Kellett Management For For
1.8 Elect Director Theodore J. Klinck Management For For
1.9 Elect Director Anne H. Lloyd 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 For
 
INSTONE REAL ESTATE GROUP AG
MEETING DATE:  JUN 09, 2021
TICKER:  INS       SECURITY ID:  D3706C100
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1 Receive Financial Statements and Statutory Reports for Fiscal Year 2020 (Non-Voting) Management None None
2 Approve Allocation of Income and Dividends of EUR 0.26 per Share Management For For
3 Approve Discharge of Management Board for Fiscal Year 2020 Management For For
4 Approve Discharge of Supervisory Board for Fiscal Year 2020 Management For For
5 Ratify Deloitte GmbH as Auditors for Fiscal Year 2021 Management For For
6 Approve Remuneration Policy Management For For
7 Approve Remuneration of Supervisory Board Management For For
8 Approve Issuance of Warrants/Bonds with Warrants Attached/Convertible Bonds without Preemptive Rights up to Aggregate Nominal Amount of EUR 350 Million; Approve Creation of EUR 4.7 Million Pool of Capital to Guarantee Conversion Rights Management For For
9 Approve Creation of EUR 8 Million Pool of Capital with Partial Exclusion of Preemptive Rights Management For For
10 Change of Corporate Form to Societas Europaea (SE) Management For For
 
INVITATION HOMES, INC.
MEETING DATE:  MAY 18, 2021
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 J. Heidi Roizen Management For For
1.9 Elect Director Janice L. Sears Management For For
1.10 Elect Director William J. Stein 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
 
IRON MOUNTAIN INCORPORATED
MEETING DATE:  MAY 12, 2021
TICKER:  IRM       SECURITY ID:  46284V101
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Jennifer Allerton Management For For
1b Elect Director Pamela M. Arway Management For For
1c Elect Director Clarke H. Bailey Management For For
1d Elect Director Kent P. Dauten Management For For
1e Elect Director Monte Ford Management For For
1f Elect Director Per-Kristian Halvorsen Management For For
1g Elect Director Robin L. Matlock Management For For
1h Elect Director William L. Meaney Management For For
1i Elect Director Wendy J. Murdock Management For For
1j Elect Director Walter C. Rakowich Management For For
1k Elect Director Doyle R. Simons Management For For
1l Elect Director Alfred J. Verrecchia Management For For
2 Amend Omnibus Stock Plan Management For For
3 Amend Qualified Employee Stock Purchase Plan Management For For
4 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
5 Ratify Deloitte & Touche LLP as Auditors Management For For
 
KIMCO REALTY CORPORATION
MEETING DATE:  APR 27, 2021
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 Director 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 Ratify PricewaterhouseCoopers LLP as Auditors Management For For
 
LAMAR ADVERTISING COMPANY
MEETING DATE:  MAY 20, 2021
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 Ratify KPMG LLP as Auditors Management For For
 
LEXINGTON REALTY TRUST
MEETING DATE:  MAY 18, 2021
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 Richard S. Frary Management For For
1.3 Elect Director Lawrence L. Gray Management For For
1.4 Elect Director Jamie Handwerker Management For For
1.5 Elect Director Claire A. Koeneman Management For For
1.6 Elect Director Howard Roth 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
 
MACK-CALI REALTY CORPORATION
MEETING DATE:  JUL 01, 2020
TICKER:  CLI       SECURITY ID:  554489104
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Alan R. Batkin Management For For
1.2 Elect Director Michael Berman Management For For
1.3 Elect Director Frederic Cumenal Management For For
1.4 Elect Director MaryAnne Gilmartin Management For For
1.5 Elect Director Tammy K. Jones Management For For
1.6 Elect Director A. Akiva Katz Management For For
1.7 Elect Director Nori Gerardo Lietz Management For For
1.8 Elect Director Mahbod Nia Management For For
1.9 Elect Director Howard S. Stern Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Ratify PricewaterhouseCoopers LLP as Auditors Management For For
 
MACK-CALI REALTY CORPORATION
MEETING DATE:  JUN 09, 2021
TICKER:  CLI       SECURITY ID:  554489104
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Alan R. Batkin Management For For
1.2 Elect Director Frederic Cumenal Management For For
1.3 Elect Director Tammy K. Jones Management For For
1.4 Elect Director A. Akiva Katz Management For For
1.5 Elect Director Nori Gerardo Lietz Management For For
1.6 Elect Director Victor B. MacFarlane Management For For
1.7 Elect Director Mahbod Nia Management For For
1.8 Elect Director Howard S. Stern 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 PricewaterhouseCoopers LLP as Auditors Management For For
 
MEDICAL PROPERTIES TRUST, INC.
MEETING DATE:  MAY 26, 2021
TICKER:  MPW       SECURITY ID:  58463J304
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Edward K. Aldag, Jr. Management For For
1.2 Elect Director G. Steven Dawson Management For For
1.3 Elect Director R. Steven Hamner Management For For
1.4 Elect Director Caterina A. Mozingo Management For For
1.5 Elect Director Elizabeth N. Pitman Management For For
1.6 Elect Director C. Reynolds Thompson, III Management For For
1.7 Elect Director D. Paul Sparks, Jr. Management For For
1.8 Elect Director Michael G. Stewart Management For For
2 Ratify PricewaterhouseCoopers LLP as Auditors Management For For
3 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
 
MID-AMERICA APARTMENT COMMUNITIES, INC.
MEETING DATE:  MAY 18, 2021
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 Alan B. Graf, Jr. Management For For
1c Elect Director Toni Jennings Management For For
1d Elect Director Edith Kelly-Green Management For For
1e Elect Director James K. Lowder Management For For
1f Elect Director Thomas H. Lowder Management For For
1g Elect Director Monica McGurk Management For For
1h Elect Director Claude B. Nielsen Management For For
1i Elect Director Philip W. Norwood Management For For
1j Elect Director W. Reid Sanders Management For For
1k Elect Director Gary Shorb Management For For
1l Elect Director David P. Stockert 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
 
NATIONAL RETAIL PROPERTIES, INC.
MEETING DATE:  MAY 12, 2021
TICKER:  NNN       SECURITY ID:  637417106
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Pamela K M. Beall Management For For
1.2 Elect Director Steven D. Cosler Management For For
1.3 Elect Director Don DeFosset Management For For
1.4 Elect Director David M. Fick Management For For
1.5 Elect Director Edward J. Fritsch Management For For
1.6 Elect Director Kevin B. Habicht Management For For
1.7 Elect Director Betsy D. Holden Management For For
1.8 Elect Director Julian E. Whitehurst 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
 
PIEDMONT OFFICE REALTY TRUST, INC.
MEETING DATE:  MAY 11, 2021
TICKER:  PDM       SECURITY ID:  720190206
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Frank C. McDowell Management For For
1.2 Elect Director Kelly H. Barrett Management For For
1.3 Elect Director Wesley E. Cantrell Management For For
1.4 Elect Director Glenn G. Cohen Management For For
1.5 Elect Director Barbara B. Lang Management For For
1.6 Elect Director C. Brent Smith Management For For
1.7 Elect Director Jeffrey L. Swope Management For For
1.8 Elect Director Dale H. Taysom 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
 
PROLOGIS, INC.
MEETING DATE:  APR 29, 2021
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 George L. Fotiades Management For For
1d Elect Director Lydia H. Kennard Management For For
1e Elect Director Irving F. Lyons, III Management For For
1f Elect Director Avid Modjtabai Management For For
1g Elect Director David P. O'Connor Management For For
1h Elect Director Olivier Piani Management For For
1i Elect Director Jeffrey L. Skelton Management For For
1j Elect Director Carl B. Webb Management For For
1k Elect Director William D. Zollars Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Ratify KPMG LLP as Auditors Management For For
 
REALOGY HOLDINGS CORP.
MEETING DATE:  MAY 05, 2021
TICKER:  RLGY       SECURITY ID:  75605Y106
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Fiona P. Dias Management For For
1b Elect Director Matthew J. Espe Management For For
1c Elect Director V. Ann Hailey Management For For
1d Elect Director Bryson R. Koehler Management For For
1e Elect Director Duncan L. Niederauer Management For For
1f Elect Director Ryan M. Schneider Management For For
1g Elect Director Enrique Silva Management For For
1h Elect Director Sherry M. Smith Management For For
1i Elect Director Christopher S. Terrill Management For For
1j Elect Director Felicia Williams Management For For
1k Elect Director Michael J. Williams 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 Omnibus Stock Plan Management For For
5 Amend Certificate of Incorporation to Clarify Board's Ability to Amend the Bylaws Management For For
 
REGENCY CENTERS CORPORATION
MEETING DATE:  MAY 05, 2021
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 Joseph F. Azrack Management For For
1c Elect Director Bryce Blair Management For For
1d Elect Director C. Ronald Blankenship 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 Thomas G. Wattles Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Ratify KPMG LLP as Auditors Management For For
 
RLJ LODGING TRUST
MEETING DATE:  APR 30, 2021
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 Glenda G. McNeal 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 Approve Omnibus Stock Plan Management For For
 
RYMAN HOSPITALITY PROPERTIES, INC.
MEETING DATE:  MAY 13, 2021
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 Christian A. Brickman Management For For
1d Elect Director Fazal Merchant Management For For
1e Elect Director Patrick Moore Management For For
1f Elect Director Christine Pantoya Management For For
1g Elect Director Robert Prather, Jr. Management For For
1h Elect Director Colin Reed Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Ratify Ernst & Young LLP as Auditor Management For For
 
SBA COMMUNICATIONS CORPORATION
MEETING DATE:  MAY 13, 2021
TICKER:  SBAC       SECURITY ID:  78410G104
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Mary S. Chan Management For For
1.2 Elect Director George R. Krouse, 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
 
SPIRIT REALTY CAPITAL, INC.
MEETING DATE:  MAY 19, 2021
TICKER:  SRC       SECURITY ID:  84860W300
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Jackson Hsieh Management For For
1.2 Elect Director Kevin M. Charlton Management For For
1.3 Elect Director Todd A. Dunn Management For For
1.4 Elect Director Elizabeth F. Frank Management For For
1.5 Elect Director Michelle M. Frymire Management For For
1.6 Elect Director Kristian M. Gathright Management For For
1.7 Elect Director Richard I. Gilchrist Management For For
1.8 Elect Director Diana M. Laing Management For For
1.9 Elect Director Nicholas P. Shepherd Management For For
1.10 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 19, 2021
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 Brian M. Hermelin Management For For
1f Elect Director Ronald A. Klein Management For For
1g Elect Director Clunet R. Lewis Management For For
1h Elect Director Arthur A. Weiss Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Ratify Grant Thornton LLP as Auditor Management For For
 
UDR, INC.
MEETING DATE:  MAY 27, 2021
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 Diane M. Morefield Management For For
1g Elect Director Robert A. McNamara Management For For
1h Elect Director Mark R. Patterson Management For For
1i Elect Director Thomas W. Toomey 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
 
VENTAS, INC.
MEETING DATE:  MAY 25, 2021
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 Jay M. Gellert 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 Robert D. Reed 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 Ratify KPMG LLP as Auditors Management For For
 
VEREIT, INC.
MEETING DATE:  JUN 03, 2021
TICKER:  VER       SECURITY ID:  92339V308
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Glenn J. Rufrano Management For For
1b Elect Director Hugh R. Frater Management For For
1c Elect Director Priscilla Almodovar Management For For
1d Elect Director David B. Henry Management For For
1e Elect Director Mary Hogan Preusse Management For For
1f Elect Director Richard J. Lieb Management For For
1g Elect Director Eugene A. Pinover Management For For
1h Elect Director Julie G. Richardson Management For For
1i Elect Director Susan E. Skerritt 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 For
5 Amend Charter to Allow Shareholders to Amend Bylaws Management For For
 
VICI PROPERTIES INC.
MEETING DATE:  APR 28, 2021
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
 
WASHINGTON REAL ESTATE INVESTMENT TRUST
MEETING DATE:  MAY 27, 2021
TICKER:  WRE       SECURITY ID:  939653101
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Benjamin S. Butcher Management For For
1.2 Elect Director William G. Byrnes Management For For
1.3 Elect Director Edward S. Civera Management For For
1.4 Elect Director Ellen M. Goitia Management For For
1.5 Elect Director Paul T. McDermott Management For For
1.6 Elect Director Thomas H. Nolan, Jr. Management For For
1.7 Elect Director Anthony L. Winns 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
 
WELLTOWER INC.
MEETING DATE:  MAY 26, 2021
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 Jeffrey H. Donahue Management For For
1d Elect Director Philip L. Hawkins Management For For
1e Elect Director Dennis G. Lopez Management For For
1f Elect Director Shankh Mitra Management For For
1g Elect Director Ade J. Patton Management For For
1h Elect Director Diana W. Reid Management For For
1i Elect Director Sergio D. Rivera Management For For
1j Elect Director Johnese M. Spisso Management For For
1k 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
 
WEYERHAEUSER COMPANY
MEETING DATE:  MAY 14, 2021
TICKER:  WY       SECURITY ID:  962166104
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Mark A. Emmert Management For For
1b Elect Director Rick R. Holley Management For For
1c Elect Director Sara Grootwassink Lewis Management For For
1d Elect Director Deidra C. Merriwether Management For For
1e Elect Director Al Monaco Management For For
1f Elect Director Nicole W. Piasecki Management For For
1g Elect Director Lawrence A. Selzer Management For For
1h Elect Director Devin W. Stockfish Management For For
1i Elect Director Kim 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

VOTE SUMMARY REPORT
FIDELITY TELECOM AND UTILITIES FUND
07/01/2020 - 06/30/2021

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.

 
ALPHABET INC.
MEETING DATE:  JUN 02, 2021
TICKER:  GOOGL       SECURITY ID:  02079K305
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Larry Page Management For For
1b Elect Director Sergey Brin Management For For
1c Elect Director Sundar Pichai Management For For
1d Elect Director John L. Hennessy Management For For
1e Elect Director Frances H. Arnold Management For For
1f Elect Director L. John Doerr Management For For
1g Elect Director Roger W. Ferguson, Jr. Management For For
1h Elect Director Ann Mather Management For For
1i Elect Director Alan R. Mulally Management For For
1j Elect Director K. Ram Shriram Management For For
1k Elect Director Robin L. Washington Management For For
2 Ratify Ernst & Young LLP as Auditors Management For For
3 Approve Omnibus Stock Plan Management For For
4 Approve Recapitalization Plan for all Stock to Have One-vote per Share Shareholder Against For
5 Require Independent Director Nominee with Human and/or Civil Rights Experience Shareholder Against Against
6 Assess Feasibility of Including Sustainability as a Performance Measure for Senior Executive Compensation Shareholder Against Against
7 Report on Takedown Requests Shareholder Against Against
8 Report on Whistleblower Policies and Practices Shareholder Against Against
9 Report on Charitable Contributions Shareholder Against Against
10 Report on Risks Related to Anticompetitive Practices Shareholder Against Against
11 Amend Certificate of Incorporation to Become a Public Benefit Corporation Shareholder Against Against
 
AMERICAN ELECTRIC POWER COMPANY, INC.
MEETING DATE:  APR 20, 2021
TICKER:  AEP       SECURITY ID:  025537101
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Nicholas K. Akins Management For For
1.2 Elect Director David J. Anderson Management For For
1.3 Elect Director J. Barnie Beasley, Jr. Management For For
1.4 Elect Director Art A. Garcia Management For For
1.5 Elect Director Linda A. Goodspeed Management For For
1.6 Elect Director Thomas E. Hoaglin Management For For
1.7 Elect Director Sandra Beach Lin Management For For
1.8 Elect Director Margaret M. McCarthy Management For For
1.9 Elect Director Stephen S. Rasmussen Management For For
1.10 Elect Director Oliver G. Richard, III Management For For
1.11 Elect Director Daryl Roberts Management For For
1.12 Elect Director Sara Martinez Tucker Management For For
2 Ratify PricewaterhouseCoopers LLP as Auditors Management For For
3 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
 
ARRAY TECHNOLOGIES, INC.
MEETING DATE:  JUN 07, 2021
TICKER:  ARRY       SECURITY ID:  04271T100
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Troy Alstead Management For For
1.2 Elect Director Orlando D. Ashford Management For For
2 Ratify BDO USA, LLP as Auditors Management For For
 
AT&T INC.
MEETING DATE:  APR 30, 2021
TICKER:  T       SECURITY ID:  00206R102
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director William E. Kennard Management For For
1b Elect Director Samuel A. Di Piazza, Jr. Management For For
1c Elect Director Scott T. Ford Management For For
1d Elect Director Glenn H. Hutchins Management For For
1e Elect Director Debra L. Lee Management For For
1f Elect Director Stephen J. Luczo Management For For
1g Elect Director Michael B. McCallister Management For For
1h Elect Director Beth E. Mooney Management For For
1i Elect Director Matthew K. Rose Management For For
1j Elect Director John T. Stankey Management For For
1k Elect Director Cynthia B. Taylor Management For For
1l Elect Director Geoffrey Y. Yang Management For For
2 Ratify Ernst & Young LLP as Auditors Management For For
3 Advisory Vote to Ratify Named Executive Officers' Compensation Management For Against
4 Lower Ownership Threshold for Action by Written Consent Shareholder Against Against
 
BROOKFIELD RENEWABLE CORPORATION
MEETING DATE:  JUN 22, 2021
TICKER:  BEPC       SECURITY ID:  11284V105
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Jeffrey Blidner Management For For
1.2 Elect Director Scott Cutler Management For For
1.3 Elect Director Eleazar de Carvalho Filho Management For For
1.4 Elect Director Nancy Dorn Management For For
1.5 Elect Director David Mann Management For For
1.6 Elect Director Lou Maroun Management For For
1.7 Elect Director Sachin Shah Management For For
1.8 Elect Director Stephen Westwell Management For For
1.9 Elect Director Patricia Zuccotti Management For For
2 Approve Ernst & Young LLP as Auditors and Authorize Board to Fix Their Remuneration Management For For
 
CENTERPOINT ENERGY, INC.
MEETING DATE:  APR 23, 2021
TICKER:  CNP       SECURITY ID:  15189T107
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Leslie D. Biddle Management For For
1b Elect Director Milton Carroll Management For For
1c Elect Director Wendy Montoya Cloonan Management For For
1d Elect Director Earl M. Cummings Management For For
1e Elect Director David J. Lesar Management For For
1f Elect Director Martin H. Nesbitt Management For For
1g Elect Director Theodore F. Pound Management For For
1h Elect Director Phillip R. Smith Management For For
1i Elect Director Barry T. Smitherman 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
 
CHARAH SOLUTIONS, INC.
MEETING DATE:  JUN 09, 2021
TICKER:  CHRA       SECURITY ID:  15957P105
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Timothy J. Poche Management For For
1.2 Elect Director Mark Spender Management For For
1.3 Elect Director Dennis T. Whalen Management For For
2 Ratify Deloitte & Touche LLP as Auditors Management For For
3 Amend Omnibus Stock Plan Management For For
 
DOMINION ENERGY, INC.
MEETING DATE:  MAY 05, 2021
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 Helen E. Dragas Management For For
1D Elect Director James O. Ellis, Jr. Management For For
1E Elect Director D. Maybank Hagood Management For For
1F Elect Director Ronald W. Jibson Management For For
1G Elect Director Mark J. Kington Management For For
1H Elect Director Joseph M. Rigby Management For For
1I Elect Director Pamela J. Royal Management For For
1J Elect Director Robert H. Spilman, Jr. Management For For
1K Elect Director Susan N. Story Management For For
1L Elect Director Michael E. Szymanczyk 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 Lobbying Payments and Policy Shareholder Against Against
5 Require Independent Board Chair Shareholder Against Against
6 Amend Proxy Access Right Shareholder Against Against
 
DUKE ENERGY CORPORATION
MEETING DATE:  MAY 06, 2021
TICKER:  DUK       SECURITY ID:  26441C204
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Michael G. Browning Management For For
1.2 Elect Director Annette K. Clayton Management For For
1.3 Elect Director Theodore F. Craver, Jr. Management For For
1.4 Elect Director Robert M. Davis Management For For
1.5 Elect Director Caroline Dorsa Management For For
1.6 Elect Director W. Roy Dunbar Management For For
1.7 Elect Director Nicholas C. Fanandakis Management For For
1.8 Elect Director Lynn J. Good Management For For
1.9 Elect Director John T. Herron Management For For
1.10 Elect Director E. Marie McKee Management For For
1.11 Elect Director Michael J. Pacilio Management For For
1.12 Elect Director Thomas E. Skains Management For For
1.13 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 Eliminate Supermajority Vote Requirement Management For For
5 Require Independent Board Chair Shareholder Against Against
6 Report on Political Contributions and Expenditures Shareholder Against Against
 
EDISON INTERNATIONAL
MEETING DATE:  APR 22, 2021
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 Carey A. Smith Management For For
1h Elect Director Linda G. Stuntz Management For For
1i Elect Director William P. Sullivan 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 to Ratify Named Executive Officers' Compensation Management For For
4 Approve Qualified Employee Stock Purchase Plan Management For For
5 Amend Proxy Access Right Shareholder Against Against
 
ENTERGY CORPORATION
MEETING DATE:  MAY 07, 2021
TICKER:  ETR       SECURITY ID:  29364G103
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director John R. Burbank Management For For
1b Elect Director Patrick J. Condon Management For For
1c Elect Director Leo P. Denault Management For For
1d Elect Director Kirkland H. Donald Management For For
1e Elect Director Brian W. Ellis Management For For
1f Elect Director Philip L. Frederickson Management For For
1g Elect Director Alexis M. Herman 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 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 Authorize New Class of Preferred Stock Management For For
 
EVERGY, INC.
MEETING DATE:  MAY 04, 2021
TICKER:  EVRG       SECURITY ID:  30034W106
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director David A. Campbell Management For For
1b Elect Director Mollie Hale Carter Management For For
1c Elect Director Thomas D. Hyde Management For For
1d Elect Director B. Anthony Isaac Management For For
1e Elect Director Paul M. Keglevic Management For For
1f Elect Director Mary L. Landrieu Management For For
1g Elect Director Sandra A.J. Lawrence Management For For
1h Elect Director Ann D. Murtlow Management For For
1i Elect Director Sandra J. Price Management For For
1j Elect Director Mark A. Ruelle Management For For
1k Elect Director S. Carl Soderstrom, Jr. Management For For
1l Elect Director John Arthur Stall Management For For
1m Elect Director C. John Wilder 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
 
EXELON CORPORATION
MEETING DATE:  APR 27, 2021
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 Ann Berzin Management For For
1c Elect Director Laurie Brlas Management For For
1d Elect Director Marjorie Rodgers Cheshire Management For For
1e Elect Director Christopher Crane Management For For
1f Elect Director Yves de Balmann Management For For
1g Elect Director Linda Jojo Management For For
1h Elect Director Paul Joskow Management For For
1i Elect Director Robert Lawless Management For For
1j Elect Director John Richardson Management For For
1k Elect Director Mayo Shattuck, III Management For For
1l Elect Director John Young 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 Child Labor Audit Shareholder Against Against
 
FIRSTENERGY CORP.
MEETING DATE:  MAY 18, 2021
TICKER:  FE       SECURITY ID:  337932107
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Michael J. Anderson Management For For
1.2 Elect Director Steven J. Demetriou Management For For
1.3 Elect Director Julia L. Johnson Management For For
1.4 Elect Director Jesse A. Lynn Management For For
1.5 Elect Director Donald T. Misheff Management For For
1.6 Elect Director Thomas N. Mitchell Management For For
1.7 Elect Director James F. O'Neil, III Management For For
1.8 Elect Director Christopher D. Pappas Management For For
1.9 Elect Director Luis A. Reyes Management For For
1.10 Elect Director John W. Somerhalder, II Management For For
1.11 Elect Director Steven E. Strah Management For For
1.12 Elect Director Andrew Teno Management For For
1.13 Elect Director Leslie M. Turner Management For For
1.14 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
 
GCI LIBERTY, INC.
MEETING DATE:  DEC 15, 2020
TICKER:  GLIBA       SECURITY ID:  36164V305
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1 Approve Merger Agreement Management For For
2 Adjourn Meeting Management For For
 
NEXTERA ENERGY PARTNERS, LP
MEETING DATE:  APR 20, 2021
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 Peter H. Kind Management For For
1d Elect Director James L. Robo 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
 
NEXTERA ENERGY, INC.
MEETING DATE:  MAY 20, 2021
TICKER:  NEE       SECURITY ID:  65339F101
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Sherry S. Barrat Management For For
1b Elect Director James L. Camaren Management For For
1c Elect Director Kenneth B. Dunn Management For For
1d Elect Director Naren K. Gursahaney Management For For
1e Elect Director Kirk S. Hachigian Management For For
1f Elect Director Amy B. Lane Management For For
1g Elect Director David L. Porges Management For For
1h Elect Director James L. Robo Management For For
1i Elect Director Rudy E. Schupp Management For For
1j Elect Director John L. Skolds Management For For
1k Elect Director Lynn M. Utter Management For For
1l Elect Director Darryl L. Wilson 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 For
5 Provide Right to Act by Written Consent Shareholder Against Against
 
NISOURCE INC.
MEETING DATE:  MAY 25, 2021
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 Theodore H. Bunting, Jr. Management For For
1c Elect Director Eric L. Butler Management For For
1d Elect Director Aristides S. Candris Management For For
1e Elect Director Wayne S. DeVeydt Management For For
1f Elect Director Joseph Hamrock Management For For
1g Elect Director Deborah A. Henretta Management For For
1h Elect Director Deborah A. P. Hersman Management For For
1i Elect Director Michael E. Jesanis Management For For
1j Elect Director Kevin T. Kabat Management For For
1k Elect Director Carolyn Y. Woo 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 Ratify Deloitte & Touche LLP as Auditors Management For For
4 Amend Proxy Access Right Shareholder Against Against
 
NRG ENERGY, INC.
MEETING DATE:  APR 29, 2021
TICKER:  NRG       SECURITY ID:  629377508
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director E. Spencer Abraham Management For For
1b Elect Director Antonio Carrillo Management For For
1c Elect Director Matthew Carter, Jr. Management For For
1d Elect Director Lawrence S. Coben Management For For
1e Elect Director Heather Cox Management For For
1f Elect Director Elisabeth B. Donohue Management For For
1g Elect Director Mauricio Gutierrez Management For For
1h Elect Director Paul W. Hobby Management For For
1i Elect Director Alexandra Pruner Management For For
1j Elect Director Anne C. Schaumburg Management For For
1k Elect Director Thomas H. Weidemeyer Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Ratify KPMG LLP as Auditors Management For For
 
PG&E CORPORATION
MEETING DATE:  MAY 20, 2021
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 Michael R. Niggli Management For For
1e Elect Director Oluwadara (Dara) J. Treseder Management For For
1f Elect Director Benjamin F. Wilson 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 For
 
SEMPRA ENERGY
MEETING DATE:  MAY 14, 2021
TICKER:  SRE       SECURITY ID:  816851109
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Alan L. Boeckmann Management For For
1b Elect Director Andres Conesa Management For For
1c Elect Director Maria Contreras-Sweet Management For For
1d Elect Director Pablo A. Ferrero Management For For
1e Elect Director William D. Jones Management For For
1f Elect Director Jeffrey W. Martin Management For For
1g Elect Director Bethany J. Mayer Management For For
1h Elect Director Michael N. Mears Management For For
1i Elect Director Jack T. Taylor Management For For
1j Elect Director Cynthia L. Walker Management For For
1k Elect Director Cynthia J. Warner Management For For
1l 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 For
4 Amend Proxy Access Right Shareholder Against Against
5 Report on Corporate Climate Lobbying Aligned with Paris Agreement Shareholder Against Against
 
SUNNOVA ENERGY INTERNATIONAL INC.
MEETING DATE:  MAY 19, 2021
TICKER:  NOVA       SECURITY ID:  86745K104
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Nora Mead Brownell Management For For
1.2 Elect Director Mark Longstreth Management For For
1.3 Elect Director C. Park Shaper Management For For
2 Ratify PricewaterhouseCoopers LLP as Auditors Management For For
 
SUNRUN INC.
MEETING DATE:  JUN 03, 2021
TICKER:  RUN       SECURITY ID:  86771W105
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Katherine August-deWilde Management For For
1.2 Elect Director Gerald Risk Management For For
1.3 Elect Director Sonita Lontoh 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 Report on the Impact of the Use of Mandatory Arbitration on Employees and Workplace Culture Shareholder Against For
 
T-MOBILE US, INC.
MEETING DATE:  JUN 03, 2021
TICKER:  TMUS       SECURITY ID:  872590104
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Marcelo Claure Management For For
1.2 Elect Director Srikant M. Datar Management For For
1.3 Elect Director Bavan M. Holloway Management For For
1.4 Elect Director Timotheus Hottges Management For For
1.5 Elect Director Christian P. Illek Management For For
1.6 Elect Director Raphael Kubler Management For For
1.7 Elect Director Thorsten Langheim Management For For
1.8 Elect Director Dominique Leroy Management For For
1.9 Elect Director G. Michael (Mike) Sievert Management For For
1.10 Elect Director Teresa A. Taylor Management For For
1.11 Elect Director Omar Tazi Management For For
1.12 Elect Director Kelvin R. Westbrook Management For For
1.13 Elect Director Michael Wilkens Management For For
2 Ratify PricewaterhouseCoopers LLP as Auditors Management For For
 
TELEPHONE AND DATA SYSTEMS, INC.
MEETING DATE:  MAY 20, 2021
TICKER:  TDS       SECURITY ID:  879433829
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Clarence A. Davis Management For For
1.2 Elect Director George W. Off Management For For
1.3 Elect Director Wade Oosterman Management For For
1.4 Elect Director Gary L. Sugarman Management For For
2 Ratify PricewaterhouseCoopers LLP as Auditor Management For For
3 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
4 Approve Recapitalization Plan for all Stock to Have One-vote per Share Shareholder Against For
 
THE AES CORPORATION
MEETING DATE:  APR 22, 2021
TICKER:  AES       SECURITY ID:  00130H105
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Janet G. Davidson Management For For
1.2 Elect Director Andres R. Gluski Management For For
1.3 Elect Director Tarun Khanna Management For For
1.4 Elect Director Holly K. Koeppel Management For For
1.5 Elect Director Julia M. Laulis Management For For
1.6 Elect Director James H. Miller Management For For
1.7 Elect Director Alain Monie Management For For
1.8 Elect Director John B. Morse, Jr. Management For For
1.9 Elect Director Moises Naim Management For For
1.10 Elect Director Teresa M. Sebastian 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 Require Shareholder Approval of Bylaw and Charter Amendments Adopted by the Board of Directors Shareholder Against Against
 
THE SOUTHERN COMPANY
MEETING DATE:  MAY 26, 2021
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 Juanita Powell Baranco Management For For
1c Elect Director Henry A. Clark, III Management For For
1d Elect Director Anthony F. Earley, Jr. Management For For
1e Elect Director Thomas A. Fanning Management For For
1f Elect Director David J. Grain Management For For
1g Elect Director Colette D. Honorable Management For For
1h Elect Director Donald M. James Management For For
1i Elect Director John D. Johns Management For For
1j Elect Director Dale E. Klein 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 E. Jenner Wood, III Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Approve Omnibus Stock Plan Management For For
4 Ratify Deloitte & Touche LLP as Auditors Management For For
5 Reduce Supermajority Vote Requirement Management For For
 
VERIZON COMMUNICATIONS INC.
MEETING DATE:  MAY 13, 2021
TICKER:  VZ       SECURITY ID:  92343V104
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Shellye L. Archambeau Management For For
1b Elect Director Roxanne S. Austin Management For For
1c Elect Director Mark T. Bertolini Management For For
1d Elect Director Melanie L. Healey Management For For
1e Elect Director Clarence Otis, Jr. Management For For
1f Elect Director Daniel H. Schulman Management For For
1g Elect Director Rodney E. Slater Management For For
1h Elect Director Hans E. Vestberg Management For For
1i Elect Director Gregory G. 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 Lower Ownership Threshold for Action by Written Consent Shareholder Against Against
5 Amend Senior Executive Compensation Clawback Policy Shareholder Against Against
6 Submit Severance Agreement (Change-in-Control) to Shareholder Vote Shareholder Against Against
 
VISTRA CORP.
MEETING DATE:  APR 28, 2021
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 Lisa Crutchfield Management For For
1.7 Elect Director Brian K. Ferraioli Management For For
1.8 Elect Director Jeff D. Hunter Management For For
1.9 Elect Director Curtis A. Morgan Management For For
1.10 Elect Director John 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
SELECT AIR TRANSPORTATION PORTFOLIO
07/01/2020 - 06/30/2021

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.

 
AIR CANADA
MEETING DATE:  JUN 29, 2021
TICKER:  AC       SECURITY ID:  008911877
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Amee Chande Management For For
1.2 Elect Director Christie J.B. Clark Management For For
1.3 Elect Director Gary A. Doer Management For For
1.4 Elect Director Rob Fyfe Management For For
1.5 Elect Director Michael M. Green Management For For
1.6 Elect Director Jean Marc Huot Management For For
1.7 Elect Director Madeleine Paquin Management For For
1.8 Elect Director Michael Rousseau Management For For
1.9 Elect Director Vagn Sorensen Management For For
1.10 Elect Director Kathleen Taylor Management For For
1.11 Elect Director Annette Verschuren Management For For
1.12 Elect Director Michael M. Wilson Management For For
2 Ratify PricewaterhouseCoopers LLP as Auditors Management For For
3 Advisory Vote on Executive Compensation Approach Management For For
A The Undersigned Certifies The Shares Represented by this Proxy Are Owned And Controlled By: FOR = Canadian, ABN = Non-Canadian Holder Authorized To Provide Air Service, AGT = Non-Canadian Who Is Not A Non-Canadian Holder Authorized To Provide Air Service. Management None Against
B The Undersigned Hereby Certifies that the Shares Owned and Controlled by the Undersigned, Including the Shares Held by Persons in Affiliation with the Undersigned, Represent 10% or More of the Company's Issued and Outstanding Shares. Management None Against
 
AIR LEASE CORPORATION
MEETING DATE:  MAY 05, 2021
TICKER:  AL       SECURITY ID:  00912X302
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Matthew J. Hart Management For For
1b Elect Director Cheryl Gordon Krongard Management For For
1c Elect Director Marshall O. Larsen Management For For
1d Elect Director Susan McCaw Management For For
1e Elect Director Robert A. Milton Management For For
1f Elect Director John L. Plueger Management For For
1g Elect Director Ian M. Saines Management For For
1h Elect Director Steven F. Udvar-Hazy Management For For
2 Ratify KPMG LLP as Auditors Management For For
3 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
 
AIR TRANSPORT SERVICES GROUP, INC.
MEETING DATE:  MAY 26, 2021
TICKER:  ATSG       SECURITY ID:  00922R105
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Richard M. Baudouin Management For For
1b Elect Director Phyllis J. Campbell Management For For
1c Elect Director Richard F. Corrado Management For For
1d Elect Director Joseph C. Hete Management For For
1e Elect Director Raymond E. Johns, Jr. Management For For
1f Elect Director Laura J. Peterson Management For For
1g Elect Director Randy D. Rademacher Management For For
1h Elect Director J. Christopher Teets Management For For
1i Elect Director Jeffrey J. Vorholt Management For For
1j Elect Director Paul S. Williams 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 Act by Written Consent Shareholder Against Against
 
ALASKA AIR GROUP, INC.
MEETING DATE:  MAY 06, 2021
TICKER:  ALK       SECURITY ID:  011659109
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Patricia M. Bedient Management For For
1b Elect Director James A. Beer Management For For
1c Elect Director Raymond L. Conner Management For For
1d Elect Director Daniel K. Elwell Management For For
1e Elect Director Dhiren R. Fonseca Management For For
1f Elect Director Kathleen T. Hogan Management For For
1g Elect Director Jessie J. Knight, Jr. Management For For
1h Elect Director Susan J. Li Management For For
1i Elect Director Benito Minicucci Management For For
1j Elect Director Helvi K. Sandvik Management For For
1k Elect Director J. Kenneth Thompson Management For For
1l Elect Director Bradley D. Tilden Management For For
1m Elect Director Eric K. Yeaman 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
 
ALLEGIANT TRAVEL COMPANY
MEETING DATE:  AUG 04, 2020
TICKER:  ALGT       SECURITY ID:  01748X102
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1A Elect Director Maurice J. Gallagher, Jr. Management For For
1B Elect Director Montie Brewer Management For For
1C Elect Director Gary Ellmer Management For For
1D Elect Director Ponder Harrison Management For For
1E Elect Director Linda A. Marvin Management For For
1F Elect Director Charles W. Pollard Management For For
1G Elect Director John Redmond 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 Reduce Ownership Threshold for Shareholders to Call Special Meeting Shareholder Against Against
 
ALLEGIANT TRAVEL COMPANY
MEETING DATE:  JUN 23, 2021
TICKER:  ALGT       SECURITY ID:  01748X102
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Maurice J. Gallagher, Jr. Management For For
1b Elect Director Montie Brewer Management For For
1c Elect Director Gary Ellmer Management For For
1d Elect Director Ponder Harrison Management For For
1e Elect Director Linda A. Marvin Management For For
1f Elect Director Charles W. Pollard Management For For
1g Elect Director John Redmond 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 Reduce Ownership Threshold for Shareholders to Call Special Meeting Shareholder Against Against
 
ATLAS AIR WORLDWIDE HOLDINGS, INC.
MEETING DATE:  MAY 25, 2021
TICKER:  AAWW       SECURITY ID:  049164205
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Timothy J. Bernlohr Management For For
1.2 Elect Director Charles F. Bolden, Jr. Management For For
1.3 Elect Director John W. Dietrich Management For For
1.4 Elect Director Beverly K. Goulet Management For For
1.5 Elect Director Bobby J. Griffin Management For For
1.6 Elect Director Carol B. Hallett Management For For
1.7 Elect Director Duncan J. McNabb Management For For
1.8 Elect Director Sheila A. Stamps Management For For
1.9 Elect Director John K. Wulff Management For For
1.10 Elect Director Carol J. Zierhoffer Management For For
2 Ratify PricewaterhouseCoopers LLP as Auditors Management For For
3 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
 
C.H. ROBINSON WORLDWIDE, INC.
MEETING DATE:  MAY 06, 2021
TICKER:  CHRW       SECURITY ID:  12541W209
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Scott P. Anderson Management For For
1.2 Elect Director Robert C. Biesterfeld, Jr. Management For For
1.3 Elect Director Kermit R. Crawford Management For For
1.4 Elect Director Wayne M. Fortun Management For For
1.5 Elect Director Timothy C. Gokey Management For For
1.6 Elect Director Mary J. Steele Guilfoile Management For For
1.7 Elect Director Jodee A. Kozlak Management For For
1.8 Elect Director Brian P. Short Management For For
1.9 Elect Director James B. Stake Management For For
1.10 Elect Director Paula C. Tolliver 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
 
CACI INTERNATIONAL INC
MEETING DATE:  NOV 12, 2020
TICKER:  CACI       SECURITY ID:  127190304
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Michael A. Daniels Management For For
1b Elect Director Susan M. Gordon Management For For
1c Elect Director William L. Jews Management For For
1d Elect Director Gregory G. Johnson Management For For
1e Elect Director J. Phillip London Management For For
1f Elect Director John S. Mengucci Management For For
1g Elect Director James L. Pavitt Management For For
1h Elect Director Warren R. Phillips Management For For
1i Elect Director Debora A. Plunkett Management For For
1j Elect Director Charles P. Revoile Management For For
1k Elect Director William S. Wallace 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 Ernst & Young LLP as Auditors Management For For
 
CAE INC.
MEETING DATE:  AUG 12, 2020
TICKER:  CAE       SECURITY ID:  124765108
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Margaret S. (Peg) Billson Management For For
1.2 Elect Director Michael M. Fortier Management For For
1.3 Elect Director Marianne Harrison Management For For
1.4 Elect Director Alan N. MacGibbon Management For For
1.5 Elect Director John P. Manley Management For For
1.6 Elect Director Francois Olivier Management For For
1.7 Elect Director Marc Parent Management For For
1.8 Elect Director David G. Perkins Management For For
1.9 Elect Director Michael E. Roach Management For For
1.10 Elect Director Andrew J. Stevens 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
 
CARGOJET INC.
MEETING DATE:  MAR 30, 2021
TICKER:  CJT       SECURITY ID:  14179V503
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director James Crane Management For For
1b Elect Director Ajay Virmani Management For For
1c Elect Director Arlene Dickinson Management For For
1d Elect Director Paul Godfrey Management For For
1e Elect Director John Webster Management For For
2 Approve PricewaterhouseCoopers LLP as Auditors and Authorize Board to Fix Their Remuneration Management For For
A The Undersigned Certifies The Shares Represented by this Proxy Are Owned And Controlled By: FOR = Canadian, AGT = Non-Canadian Holder Authorized To Provide Air Service, ABN = Non-Canadian Who Is Not A Non-Canadian Holder Authorized To Provide Air Service. Management None Abstain
 
CARRIER GLOBAL CORP.
MEETING DATE:  APR 19, 2021
TICKER:  CARR       SECURITY ID:  14448C104
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director John V. Faraci Management For For
1b Elect Director Jean-Pierre Garnier Management For For
1c Elect Director David Gitlin Management For For
1d Elect Director John J. Greisch Management For For
1e Elect Director Charles M. Holley, Jr. Management For For
1f Elect Director Michael M. McNamara Management For For
1g Elect Director Michael A. Todman Management For For
1h Elect Director Virginia M. 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 Advisory Vote on Say on Pay Frequency Management One Year One Year
 
DART GROUP PLC
MEETING DATE:  SEP 03, 2020
TICKER:  DTG       SECURITY ID:  G2657C132
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1 Accept Financial Statements and Statutory Reports Management For For
2 Elect Robin Terrell as Director Management For For
3 Re-elect Philip Meeson as Director Management For Against
4 Re-elect Gary Brown as Director Management For Against
5 Reappoint KPMG LLP as Auditors Management For For
6 Authorise Board to Fix Remuneration of Auditors Management For For
7 Authorise Issue of Equity Management For For
8 Authorise Issue of Equity without Pre-emptive Rights Management For For
9 Authorise Issue of Equity without Pre-emptive Rights in Connection with an Acquisition or Other Capital Investment Management For For
10 Adopt New Articles of Association Management For For
 
DELTA AIR LINES, INC.
MEETING DATE:  JUN 17, 2021
TICKER:  DAL       SECURITY ID:  247361702
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Edward H. Bastian Management For For
1b Elect Director Francis S. Blake Management For For
1c Elect Director Ashton B. Carter Management For For
1d Elect Director David G. DeWalt Management For For
1e Elect Director William H. Easter, III Management For For
1f Elect Director Christopher A. Hazleton Management For For
1g Elect Director Michael P. Huerta Management For For
1h Elect Director Jeanne P. Jackson Management For For
1i Elect Director George N. Mattson Management For For
1j Elect Director Sergio A.L. Rial Management For For
1k Elect Director David S. Taylor Management For For
1l Elect Director Kathy N. Waller 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 Provide Right to Act by Written Consent Shareholder Against Against
5 Report on Climate Lobbying Shareholder Against Against
 
ELBIT SYSTEMS LTD.
MEETING DATE:  AUG 10, 2020
TICKER:  ESLT       SECURITY ID:  M3760D101
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1 Elect Noaz Bar Nir as External Director Management For For
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
B1 If you are an Interest Holder as defined in Section 1 of the Securities Law, 1968, vote FOR. Otherwise, vote against. Management None Against
B2 If you are a Senior Officer as defined in Section 37(D) of the Securities Law, 1968, vote FOR. Otherwise, vote against. Management None Against
B3 If you are an Institutional Investor as defined in Regulation 1 of the Supervision Financial Services Regulations 2009 or a Manager of a Joint Investment Trust Fund as defined in the Joint Investment Trust Law, 1994, vote FOR. Otherwise, vote against. Management None For
 
ELBIT SYSTEMS LTD.
MEETING DATE:  DEC 02, 2020
TICKER:  ESLT       SECURITY ID:  M3760D101
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Reelect Michael Federmann as Director Management For For
1.2 Reelect Rina Baum as Director Management For For
1.3 Reelect Yoram Ben-Zeev as Director Management For For
1.4 Reelect David Federmann as Director Management For For
1.5 Reelect Dov Ninveh as Director Management For For
1.6 Reelect Ehood (Udi) Nisan as Director Management For For
1.7 Reelect Yuli Tamir as Director Management For For
2 Issue Extension of Indemnification Agreement to Michael Federmann and David Federmann, Directors Management For For
3 Reappoint Kost, Forer,Gabbay & Kasierer as Auditors Management For For
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
 
ELBIT SYSTEMS LTD.
MEETING DATE:  APR 07, 2021
TICKER:  ESLT       SECURITY ID:  M3760D101
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1 Approve Amended Compensation Policy for the Directors and Officers of the Company Management For For
2 Approve Amended Employment Terms of Bezhalel Machlis, President and CEO Management For For
3a Issue Exemption Agreements to Bezhalel Machlis, President and CEO, Michael Federmann, Chairman and David Federmann, Director (Pending Approval of Item 1) Management For For
3b Issue Exemption Agreements to Directors/Officers Who Are Not Controller's Affiliated and/ or Their Relatives (Pending Approval of Item 1) Management For For
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
B1 If you are an Interest Holder as defined in Section 1 of the Securities Law, 1968, vote FOR. Otherwise, vote against. Management None Against
B2 If you are a Senior Officer as defined in Section 37(D) of the Securities Law, 1968, vote FOR. Otherwise, vote against. Management None Against
B3 If you are an Institutional Investor as defined in Regulation 1 of the Supervision Financial Services Regulations 2009 or a Manager of a Joint Investment Trust Fund as defined in the Joint Investment Trust Law, 1994, vote FOR. Otherwise, vote against. Management None For
 
EXPEDITORS INTERNATIONAL OF WASHINGTON, INC.
MEETING DATE:  MAY 04, 2021
TICKER:  EXPD       SECURITY ID:  302130109
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Robert R. Wright Management For For
1.2 Elect Director Glenn M. Alger Management For For
1.3 Elect Director Robert P. Carlile Management For For
1.4 Elect Director James M. DuBois Management For For
1.5 Elect Director Mark A. Emmert Management For For
1.6 Elect Director Diane H. Gulyas Management For For
1.7 Elect Director Jeffrey S. Musser Management For For
1.8 Elect Director Liane J. Pelletier Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Ratify KPMG LLP as Auditors Management For For
 
FEDEX CORPORATION
MEETING DATE:  SEP 21, 2020
TICKER:  FDX       SECURITY ID:  31428X106
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Marvin R. Ellison Management For For
1b Elect Director Susan Patricia Griffith Management For For
1c Elect Director John C. (Chris) Inglis Management For For
1d Elect Director Kimberly A. Jabal Management For For
1e Elect Director Shirley Ann Jackson Management For For
1f Elect Director R. Brad Martin Management For For
1g Elect Director Joshua Cooper Ramo Management For For
1h Elect Director Susan C. Schwab Management For For
1i Elect Director Frederick W. Smith Management For For
1j Elect Director David P. Steiner Management For For
1k Elect Director Rajesh Subramaniam Management For For
1l Elect Director Paul S. Walsh 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 Report on Lobbying Payments and Policy Shareholder Against Against
5 Report on Political Contributions Disclosure Shareholder Against Against
6 Report on Employee Representation on the Board of Directors Shareholder Against Against
7 Provide Right to Act by Written Consent Shareholder Against Against
8 Report on Integrating ESG Metrics Into Executive Compensation Program Shareholder Against Against
 
GLOBAL CROSSING AIRLINES INC.
MEETING DATE:  JUN 23, 2021
TICKER:  JET       SECURITY ID:  37960G203
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1 Approve Share Capital Reorganization Management For For
2 The Undersigned Certifies That Shares Represented By This Proxy Are Owned And Controlled By a U.S. Citizen. Vote FOR = Yes and ABSTAIN = No. A Vote Against will be treated as not voted. Management None For
 
HAWAIIAN HOLDINGS, INC.
MEETING DATE:  MAY 19, 2021
TICKER:  HA       SECURITY ID:  419879101
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Donald J. Carty Management For For
1.2 Elect Director Earl E. Fry Management For For
1.3 Elect Director Lawrence S. Hershfield Management For For
1.4 Elect Director C. Jayne Hrdlicka Management For For
1.5 Elect Director Peter R. Ingram Management For For
1.6 Elect Director Randall L. Jenson Management For For
1.7 Elect Director Michael E. McNamara Management For For
1.8 Elect Director Crystal K. Rose Management For For
1.9 Elect Director Richard N. Zwern 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
A Please Check if Owner of Record is a U.S. Citizen Management None For
B Please Check if Owner of Record is Not a U.S. Citizen Management None Against
 
HEICO CORPORATION
MEETING DATE:  MAR 19, 2021
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 Adolfo Henriques Management For For
1.3 Elect Director Mark H. Hildebrandt Management For For
1.4 Elect Director Eric A. Mendelson Management For For
1.5 Elect Director Laurans A. Mendelson Management For For
1.6 Elect Director Victor H. Mendelson Management For For
1.7 Elect Director Julie Neitzel Management For For
1.8 Elect Director Alan Schriesheim Management For For
1.9 Elect Director Frank J. Schwitter 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
 
HOWMET AEROSPACE INC.
MEETING DATE:  MAY 25, 2021
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 Against
1e Elect Director Robert F. Leduc Management For Against
1f Elect Director David J. Miller Management For For
1g Elect Director Jody G. Miller Management For For
1h Elect Director Tolga I. Oal Management For For
1i Elect Director Nicole W. Piasecki Management For Against
1j Elect Director John C. Plant Management For For
1k 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 Against
4 Require Independent Board Chair Shareholder Against Against
 
HUB GROUP, INC.
MEETING DATE:  MAY 24, 2021
TICKER:  HUBG       SECURITY ID:  443320106
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director David P. Yeager Management For For
1.2 Elect Director Mary H. Boosalis Management For For
1.3 Elect Director James C. Kenny Management For For
1.4 Elect Director Peter B. McNitt Management For For
1.5 Elect Director Charles R. Reaves Management For For
1.6 Elect Director Martin P. Slark Management For For
1.7 Elect Director Jonathan P. Ward Management For For
1.8 Elect Director Jenell R. Ross 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
 
HUNTINGTON INGALLS INDUSTRIES, INC.
MEETING DATE:  APR 29, 2021
TICKER:  HII       SECURITY ID:  446413106
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Philip M. Bilden Management For For
1.2 Elect Director Augustus L. Collins Management For For
1.3 Elect Director Kirkland H. Donald Management For For
1.4 Elect Director Victoria D. Harker Management For For
1.5 Elect Director Anastasia D. Kelly Management For For
1.6 Elect Director Tracy B. McKibben Management For For
1.7 Elect Director Stephanie L. O'Sullivan Management For For
1.8 Elect Director C. Michael Petters Management For For
1.9 Elect Director Thomas C. Schievelbein Management For For
1.10 Elect Director John K. Welch Management For For
1.11 Elect Director Stephen R. Wilson 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 Eliminate Supermajority Vote Requirement Management For For
 
J.B. HUNT TRANSPORT SERVICES, INC.
MEETING DATE:  APR 22, 2021
TICKER:  JBHT       SECURITY ID:  445658107
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Douglas G. Duncan Management For For
1.2 Elect Director Francesca M. Edwardson Management For For
1.3 Elect Director Wayne Garrison Management For For
1.4 Elect Director Sharilyn S. Gasaway Management For For
1.5 Elect Director Gary C. George Management For For
1.6 Elect Director Thad Hill Management For For
1.7 Elect Director J. Bryan Hunt, Jr. Management For For
1.8 Elect Director Gale V. King Management For For
1.9 Elect Director John N. Roberts, III Management For For
1.10 Elect Director James L. Robo Management For For
1.11 Elect Director Kirk Thompson 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
 
KNIGHT-SWIFT TRANSPORTATION HOLDINGS INC.
MEETING DATE:  MAY 18, 2021
TICKER:  KNX       SECURITY ID:  499049104
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Gary Knight Management For For
1.2 Elect Director Kathryn Munro Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Ratify Grant Thornton LLP as Auditors Management For For
4 Reduce Supermajority Vote Requirement Shareholder Against For
 
MESA AIR GROUP, INC.
MEETING DATE:  FEB 02, 2021
TICKER:  MESA       SECURITY ID:  590479135
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Ellen N. Artist Management For For
1.2 Elect Director Mitchell I. Gordon Management For For
1.3 Elect Director Dana J. Lockhart Management For For
1.4 Elect Director Daniel J. McHugh Management For For
1.5 Elect Director Jonathan G. Ornstein Management For For
1.6 Elect Director Harvey W. Schiller Management For For
1.7 Elect Director Spyridon P. Skiados Management For For
2 Ratify Ernst & Young LLP as Auditors Management For For
 
MOOG INC.
MEETING DATE:  FEB 09, 2021
TICKER:  MOG.A       SECURITY ID:  615394202
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1 Elect Director Janet M. Coletti 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
 
NORTHROP GRUMMAN CORPORATION
MEETING DATE:  MAY 19, 2021
TICKER:  NOC       SECURITY ID:  666807102
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Kathy J. Warden Management For For
1.2 Elect Director David P. Abney Management For For
1.3 Elect Director Marianne C. Brown Management For For
1.4 Elect Director Donald E. Felsinger Management For For
1.5 Elect Director Ann M. Fudge Management For For
1.6 Elect Director William H. Hernandez Management For For
1.7 Elect Director Madeleine A. Kleiner Management For For
1.8 Elect Director Karl J. Krapek Management For For
1.9 Elect Director Gary Roughead Management For For
1.10 Elect Director Thomas M. Schoewe Management For For
1.11 Elect Director James S. Turley Management For For
1.12 Elect Director Mark A. Welsh, III 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 Human Rights Impact Assessment Shareholder Against Against
5 Reduce Ownership Threshold for Shareholders to Request Action by Written Consent Shareholder Against Against
 
OTIS WORLDWIDE CORPORATION
MEETING DATE:  APR 27, 2021
TICKER:  OTIS       SECURITY ID:  68902V107
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Jeffrey H. Black Management For For
1b Elect Director Kathy Hopinkah Hannan Management For For
1c Elect Director Shailesh G. Jejurikar Management For For
1d Elect Director Christopher J. Kearney Management For For
1e Elect Director Judith F. Marks Management For For
1f Elect Director Harold W. McGraw, III Management For For
1g Elect Director Margaret M. V. Preston Management For For
1h Elect Director Shelley Stewart, Jr. Management For For
1i Elect Director John H. 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 PricewaterhouseCoopers LLP as Auditors Management For For
 
PARK-OHIO HOLDINGS CORP.
MEETING DATE:  MAY 27, 2021
TICKER:  PKOH       SECURITY ID:  700666100
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Matthew V. Crawford Management For Withhold
1.2 Elect Director Ronna Romney Management For Withhold
1.3 Elect Director James W. Wert Management For Withhold
2 Approve Omnibus Stock Plan Management For Against
3 Ratify Ernst & Young LLP as Auditors Management For For
 
POINTS INTERNATIONAL LTD.
MEETING DATE:  MAY 12, 2021
TICKER:  PTS       SECURITY ID:  730843208
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director David Adams Management For For
1.2 Elect Director Christopher Barnard Management For For
1.3 Elect Director Michael Beckerman Management For For
1.4 Elect Director Bruce Croxon Management For For
1.5 Elect Director Robert MacLean Management For For
1.6 Elect Director Jane Skoblo Management For For
1.7 Elect Director John Thompson Management For For
1.8 Elect Director Leontine van Leeuwen-Atkins Management For For
2 Approve KPMG LLP as Auditors and Authorize Board to Fix Their Remuneration Management For For
 
RAYTHEON TECHNOLOGIES CORPORATION
MEETING DATE:  APR 26, 2021
TICKER:  RTX       SECURITY ID:  75513E101
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Tracy A. Atkinson Management For For
1b Elect Director Gregory J. Hayes Management For For
1c Elect Director Thomas A. Kennedy Management For For
1d Elect Director Marshall O. Larsen Management For For
1e Elect Director George R. Oliver Management For For
1f Elect Director Robert K. (Kelly) Ortberg Management For For
1g Elect Director Margaret L. O'Sullivan Management For For
1h Elect Director Dinesh C. Paliwal Management For For
1i Elect Director Ellen M. Pawlikowski Management For For
1j Elect Director Denise L. Ramos Management For For
1k Elect Director Fredric G. Reynolds Management For For
1l Elect Director Brian C. Rogers Management For For
1m Elect Director James A. Winnefeld, Jr. Management For For
1n Elect Director Robert O. Work 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 Approve Executive Incentive Bonus Plan Management For For
5 Amend Omnibus Stock Plan Management For For
6 Amend Proxy Access Right Shareholder Against Against
 
RBC BEARINGS INCORPORATED
MEETING DATE:  SEP 09, 2020
TICKER:  ROLL       SECURITY ID:  75524B104
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Michael J. Hartnett Management For For
1.2 Elect Director Dolores J. Ennico Management For For
2 Ratify Ernst & Young LLP as Auditors Management For For
3 Advisory Vote to Ratify Named Executive Officers' Compensation Management For Against
 
RYDER SYSTEM, INC.
MEETING DATE:  MAY 07, 2021
TICKER:  R       SECURITY ID:  783549108
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Robert J. Eck Management For For
1b Elect Director Robert A. Hagemann Management For For
1c Elect Director Michael F. Hilton Management For For
1d Elect Director Tamara L. Lundgren Management For For
1e Elect Director Luis P. Nieto, Jr. Management For For
1f Elect Director David G. Nord Management For For
1g Elect Director Robert E. Sanchez Management For For
1h Elect Director Abbie J. Smith Management For For
1i Elect Director E. Follin Smith Management For For
1j Elect Director Dmitri L. Stockton Management For For
1k Elect Director Hansel E. Tookes, II 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
5 Reduce Ownership Threshold for Shareholders to Request Action by Written Consent Shareholder Against Against
 
SCHNEIDER NATIONAL, INC.
MEETING DATE:  APR 26, 2021
TICKER:  SNDR       SECURITY ID:  80689H102
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Jyoti Chopra Management For For
1.2 Elect Director James R. Giertz Management For For
1.3 Elect Director Adam P. Godfrey Management For For
1.4 Elect Director Robert W. Grubbs Management For For
1.5 Elect Director Robert M. Knight, Jr. Management For For
1.6 Elect Director Therese A. Koller Management For For
1.7 Elect Director Mark B. Rourke Management For For
1.8 Elect Director Paul J. Schneider Management For For
1.9 Elect Director John A. Swainson Management For For
1.10 Elect Director James L. Welch 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
 
SENSATA TECHNOLOGIES HOLDING PLC
MEETING DATE:  MAY 27, 2021
TICKER:  ST       SECURITY ID:  G8060N102
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Andrew C. Teich Management For For
1b Elect Director Jeffrey J. Cote Management For For
1c Elect Director John P. Absmeier Management For For
1d Elect Director Daniel L. Black Management For For
1e Elect Director Lorraine A. Bolsinger Management For For
1f Elect Director James E. Heppelmann Management For For
1g Elect Director Charles W. Peffer Management For For
1h Elect Director Constance E. Skidmore Management For For
1i Elect Director Steven A. Sonnenberg Management For For
1j Elect Director Martha N. Sullivan Management For For
1k Elect Director Stephen M. Zide Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Approve Omnibus Stock Plan Management For For
4 Ratify Ernst & Young LLP as Auditors Management For For
5 Approve Director Compensation Report Management For For
6 Ratify Ernst & Young LLP as U.K. Statutory Auditor Management For For
7 Authorize Audit Committee to Fix Remuneration of Auditors Management For For
8 Accept Financial Statements and Statutory Reports Management For For
9 Authorize Issue of Equity Management For For
10 Authorize Issue of Equity without Pre-emptive Rights Management For For
11 Authorize the Board of Directors to Allot Shares Under the Equity Incentive Plans Management For For
12 Authorize the Board of Directors to Allot Shares Under the Equity Incentive Plans without Pre-emptive Rights Management For For
 
SKYWEST, INC.
MEETING DATE:  MAY 04, 2021
TICKER:  SKYW       SECURITY ID:  830879102
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Jerry C. Atkin Management For For
1.2 Elect Director W. Steve Albrecht Management For For
1.3 Elect Director Russell A. Childs Management For For
1.4 Elect Director Smita Conjeevaram Management For For
1.5 Elect Director Meredith S. Madden Management For For
1.6 Elect Director Ronald J. Mittelstaedt Management For For
1.7 Elect Director Andrew C. Roberts Management For For
1.8 Elect Director Keith E. Smith Management For For
1.9 Elect Director Steven F. Udvar-Hazy Management For For
1.10 Elect Director James L. Welch 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
 
SOUTHWEST AIRLINES CO.
MEETING DATE:  MAY 19, 2021
TICKER:  LUV       SECURITY ID:  844741108
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director David W. Biegler Management For For
1b Elect Director J. Veronica Biggins Management For For
1c Elect Director Douglas H. Brooks Management For For
1d Elect Director William H. Cunningham Management For For
1e Elect Director John G. Denison Management For For
1f Elect Director Thomas W. Gilligan Management For For
1g Elect Director Gary C. Kelly Management For For
1h Elect Director Grace D. Lieblein Management For For
1i Elect Director Nancy B. Loeffler Management For For
1j Elect Director John T. Montford Management For For
1k Elect Director Ron Ricks Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Ratify Ernst & Young LLP as Auditor Management For For
4 Provide Right to Act by Written Consent Shareholder Against Against
5 Adopt Majority Vote Cast to Remove Directors With or Without Cause Shareholder Against For
 
SPIRIT AEROSYSTEMS HOLDINGS, INC.
MEETING DATE:  APR 28, 2021
TICKER:  SPR       SECURITY ID:  848574109
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Stephen A. Cambone Management For For
1b Elect Director Charles L. Chadwell Management For For
1c Elect Director Irene M. Esteves Management For For
1d Elect Director Paul E. Fulchino Management For For
1e Elect Director Thomas C. Gentile, III Management For For
1f Elect Director Richard A. Gephardt Management For For
1g Elect Director Robert D. Johnson Management For For
1h Elect Director Ronald T. Kadish Management For For
1i Elect Director John L. Plueger Management For For
1j Elect Director Laura H. Wright 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 Proxy Access Right Shareholder Against Against
 
TELEDYNE TECHNOLOGIES INCORPORATED
MEETING DATE:  APR 28, 2021
TICKER:  TDY       SECURITY ID:  879360105
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Denise R. Cade Management For For
1.2 Elect Director Simon M. Lorne Management For For
1.3 Elect Director Wesley W. von Schack 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
 
TELEDYNE TECHNOLOGIES INCORPORATED
MEETING DATE:  MAY 13, 2021
TICKER:  TDY       SECURITY ID:  879360105
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
 
TEXTRON INC.
MEETING DATE:  APR 28, 2021
TICKER:  TXT       SECURITY ID:  883203101
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Scott C. Donnelly Management For For
1b Elect Director Kathleen M. Bader Management For For
1c Elect Director R. Kerry Clark Management For For
1d Elect Director James T. Conway Management For For
1e Elect Director Paul E. Gagne Management For For
1f Elect Director Ralph D. Heath Management For For
1g Elect Director Deborah Lee James Management For For
1h Elect Director Lionel L. Nowell, III Management For For
1i Elect Director James L. Ziemer Management For For
1j Elect Director Maria T. Zuber 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 Provide Right to Act by Written Consent Shareholder Against Against
 
TFI INTERNATIONAL INC.
MEETING DATE:  APR 27, 2021
TICKER:  TFII       SECURITY ID:  87241L109
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Leslie Abi-Karam Management For For
1.2 Elect Director Alain Bedard Management For For
1.3 Elect Director Andre Berard Management For For
1.4 Elect Director Lucien Bouchard Management For For
1.5 Elect Director William T. England Management For For
1.6 Elect Director Diane Giard Management For For
1.7 Elect Director Richard Guay Management For For
1.8 Elect Director Debra Kelly-Ennis Management For For
1.9 Elect Director Neil D. Manning Management For For
1.10 Elect Director Joey Saputo Management For For
1.11 Elect Director Rosemary Turner Management For For
2 Approve KPMG LLP as Auditors and Authorize Board to Fix Their Remuneration Management For For
 
THE BOEING COMPANY
MEETING DATE:  APR 20, 2021
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 Edmund P. Giambastiani, Jr. Management For Against
1e Elect Director Lynn J. Good Management For For
1f Elect Director Akhil Johri Management For For
1g Elect Director Lawrence W. Kellner Management For Against
1h Elect Director Steven M. Mollenkopf Management For For
1i Elect Director John M. Richardson Management For For
1j Elect Director Ronald A. Williams 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 Lobbying Payments and Policy Shareholder Against Against
5 Provide Right to Act by Written Consent Shareholder Against Against
 
TRANSDIGM GROUP INCORPORATED
MEETING DATE:  MAR 18, 2021
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 Mervin Dunn Management For Withhold
1.3 Elect Director Michael S. Graff Management For For
1.4 Elect Director Sean P. Hennessy Management For For
1.5 Elect Director W. Nicholas Howley Management For For
1.6 Elect Director Raymond F. Laubenthal 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 J. Small Management For For
1.10 Elect Director John Staer Management For For
1.11 Elect Director Kevin Stein 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
 
U.S. XPRESS ENTERPRISES, INC.
MEETING DATE:  MAY 26, 2021
TICKER:  USX       SECURITY ID:  90338N202
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Jon F. Beizer Management For For
1.2 Elect Director Edward "Ned" H. Braman Management For For
1.3 Elect Director Jennifer G. Buckner Management For For
1.4 Elect Director Michael L. Ducker Management For For
1.5 Elect Director Eric Fuller Management For For
1.6 Elect Director Max Fuller Management For For
1.7 Elect Director Dennis A. Nash Management For For
1.8 Elect Director John C. Rickel Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Ratify Grant Thornton LLP as Auditors Management For For
 
UNITED AIRLINES HOLDINGS, INC.
MEETING DATE:  MAY 26, 2021
TICKER:  UAL       SECURITY ID:  910047109
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Carolyn Corvi Management For For
1b Elect Director Barney Harford Management For For
1c Elect Director Michele J. Hooper Management For For
1d Elect Director Walter Isaacson Management For For
1e Elect Director James A. C. Kennedy Management For For
1f Elect Director J. Scott Kirby Management For For
1g Elect Director Edward M. Philip Management For For
1h Elect Director Edward L. Shapiro Management For For
1i Elect Director David J. Vitale Management For For
1j Elect Director Laysha Ward Management For For
1k Elect Director James M. Whitehurst 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 Approve Omnibus Stock Plan Management For For
5 Approve Securities Transfer Restrictions Management For Against
6 Approve Tax Benefits Preservation Plan Management For Against
7 Report on Political Contributions and Expenditures Shareholder Against Against
8 Report on Global Warming-Related Lobbying Activities Shareholder Against Against
 
UNITED PARCEL SERVICE, INC.
MEETING DATE:  MAY 13, 2021
TICKER:  UPS       SECURITY ID:  911312106
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Carol B. Tome Management For For
1b Elect Director Rodney C. Adkins Management For For
1c Elect Director Eva C. Boratto Management For For
1d Elect Director Michael J. Burns Management For For
1e Elect Director Wayne M. Hewett Management For For
1f Elect Director Angela Hwang Management For For
1g Elect Director Kate E. Johnson Management For For
1h Elect Director William R. Johnson Management For For
1i Elect Director Ann M. Livermore Management For For
1j Elect Director Franck J. Moison Management For For
1k Elect Director Christiana Smith Shi Management For For
1l Elect Director Russell Stokes Management For For
1m Elect Director Kevin Warsh Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Approve Omnibus Stock Plan Management For For
4 Ratify Deloitte & Touche LLP as Auditors Management For For
5 Report on Lobbying Payments and Policy Shareholder Against Against
6 Approve Recapitalization Plan for all Stock to Have One-vote per Share Shareholder Against For
7 Report on Climate Change Shareholder Against For
8 Amend Certificate of Incorporation to Become a Public Benefit Corporation Shareholder Against Against
9 Publish Annually a Report Assessing Diversity and Inclusion Efforts Shareholder Against For
 
UNIVERSAL LOGISTICS HOLDINGS, INC.
MEETING DATE:  APR 29, 2021
TICKER:  ULH       SECURITY ID:  91388P105
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Grant E. Belanger Management For Withhold
1.2 Elect Director Frederick P. Calderone Management For Withhold
1.3 Elect Director Daniel J. Deane Management For Withhold
1.4 Elect Director Clarence W. Gooden Management For Withhold
1.5 Elect Director Matthew T. Moroun Management For Withhold
1.6 Elect Director Matthew J. Moroun Management For Withhold
1.7 Elect Director Tim Phillips Management For Withhold
1.8 Elect Director Michael A. Regan Management For Withhold
1.9 Elect Director Richard P. Urban Management For Withhold
1.10 Elect Director H. E. "Scott" Wolfe Management For Withhold
2 Ratify Grant Thornton LLP as Auditors Management For For
3 Require a Majority Vote for the Election of Directors Shareholder None For
 
USA TRUCK INC.
MEETING DATE:  MAY 07, 2021
TICKER:  USAK       SECURITY ID:  902925106
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director James D. Reed Management For For
1.2 Elect Director Gary R. Enzor Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Ratify Grant Thornton LLP as Auditors Management For For
 
WILLIS LEASE FINANCE CORPORATION
MEETING DATE:  JUL 21, 2020
TICKER:  WLFC       SECURITY ID:  970646105
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1 Elect Director Rae Ann McKeating Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For Against
3 Ratify KPMG LLP as Auditors Management For For
 
WOODWARD, INC.
MEETING DATE:  JAN 27, 2021
TICKER:  WWD       SECURITY ID:  980745103
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Thomas A. Gendron Management For Against
1.2 Elect Director Daniel G. Korte Management For Against
1.3 Elect Director Ronald M. Sega Management For Against
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
5 Adopt a Policy to Include Non-Management Employees as Prospective Director Candidates Shareholder Against Against

VOTE SUMMARY REPORT
SELECT AUTOMOTIVE PORTFOLIO
07/01/2020 - 06/30/2021

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 09, 2021
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 Raymond L. Conner Management For For
1d Elect Director Douglas G. Del Grosso 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 Approve Omnibus Stock Plan Management For For
5 Authorise Issue of Equity Management For For
6 Authorise Issue of Equity without Pre-emptive Rights Management For For
 
ADVANCE AUTO PARTS, INC.
MEETING DATE:  MAY 26, 2021
TICKER:  AAP       SECURITY ID:  00751Y106
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Carla J. Bailo Management For For
1b Elect Director John F. Ferraro Management For For
1c Elect Director Thomas R. Greco Management For For
1d Elect Director Jeffrey J. Jones, II Management For For
1e Elect Director Eugene I. Lee, Jr. Management For For
1f Elect Director Sharon L. McCollam Management For For
1g Elect Director Douglas A. Pertz Management For For
1h Elect Director Nigel Travis Management For For
1i Elect Director Arthur L. Valdez, Jr. 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 Proxy Access Right Shareholder Against Against
 
ALLISON TRANSMISSION HOLDINGS, INC.
MEETING DATE:  MAY 05, 2021
TICKER:  ALSN       SECURITY ID:  01973R101
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Judy L. Altmaier Management For For
1b Elect Director Stan A. Askren Management For For
1c Elect Director David C. Everitt Management For For
1d Elect Director Alvaro Garcia-Tunon Management For For
1e Elect Director David S. Graziosi Management For For
1f Elect Director Carolann I. Haznedar Management For For
1g Elect Director Richard P. Lavin Management For For
1h Elect Director Thomas W. Rabaut Management For For
1i Elect Director Richard V. Reynolds Management For For
2 Ratify PricewaterhouseCoopers LLP as Auditors Management For For
3 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
 
APTIV PLC
MEETING DATE:  APR 30, 2021
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. Clemmer Management For For
1c Elect Director Nancy E. Cooper Management For For
1d Elect Director Nicholas M. Donofrio Management For For
1e Elect Director Rajiv L. Gupta Management For For
1f Elect Director Joseph L. Hooley Management For For
1g Elect Director Merit E. Janow Management For For
1h Elect Director Sean O. Mahoney Management For For
1i Elect Director Paul M. Meister Management For For
1j Elect Director Robert K. Ortberg Management For For
1k Elect Director Colin J. Parris Management For For
1l Elect Director Ana G. Pinczuk Management For For
2 Approve Ernst & Young LLP as Auditors and Authorize Board to Fix Their Remuneration Management For For
3 Advisory Vote to Ratify Named Executive Officers' Compensation Management For Against
 
AUTOLIV, INC.
MEETING DATE:  MAY 12, 2021
TICKER:  ALV       SECURITY ID:  052800109
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Mikael Bratt Management For For
1.2 Elect Director Laurie Brlas Management For For
1.3 Elect Director Jan Carlson Management For For
1.4 Elect Director Hasse Johansson Management For For
1.5 Elect Director Leif Johansson Management For For
1.6 Elect Director Franz-Josef Kortum Management For For
1.7 Elect Director Frederic Lissalde Management For For
1.8 Elect Director Min Liu Management For For
1.9 Elect Director Xiaozhi Liu Management For For
1.10 Elect Director Martin Lundstedt Management For For
1.11 Elect Director Thaddeus J. "Ted" Senko Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Ratify Ernst & Young AB as Auditor Management For For
 
AUTOZONE, INC.
MEETING DATE:  DEC 16, 2020
TICKER:  AZO       SECURITY ID:  053332102
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Douglas H. Brooks Management For For
1.2 Elect Director Linda A. Goodspeed Management For For
1.3 Elect Director Earl G. Graves, Jr. Management For For
1.4 Elect Director Enderson Guimaraes Management For For
1.5 Elect Director Michael M. Calbert Management For For
1.6 Elect Director D. Bryan Jordan Management For For
1.7 Elect Director Gale V. King Management For For
1.8 Elect Director George R. Mrkonic, Jr. Management For For
1.9 Elect Director William C. Rhodes, III Management For For
1.10 Elect Director Jill A. Soltau 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 Approve Omnibus Stock Plan Management For For
 
BORGWARNER INC.
MEETING DATE:  APR 28, 2021
TICKER:  BWA       SECURITY ID:  099724106
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1A Elect Director Nelda J. Connors Management For For
1B Elect Director Dennis C. Cuneo Management For For
1C Elect Director David S. Haffner Management For For
1D Elect Director Michael S. Hanley Management For For
1E Elect Director Frederic B. Lissalde Management For For
1F Elect Director Paul A. Mascarenas Management For For
1G Elect Director Shaun E. McAlmont Management For For
1H Elect Director Deborah D. McWhinney Management For For
1I Elect Director Alexis P. Michas 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 Reduce Ownership Threshold for Shareholders to Request Action by Written Consent Shareholder Against Against
 
CARLOTZ, INC.
MEETING DATE:  JUN 03, 2021
TICKER:  LOTZ       SECURITY ID:  142552108
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director David R. Mitchell Management For For
1.2 Elect Director Luis Ignacio Solorzano Aizpuru Management For For
1.3 Elect Director Kimberly H. Sheehy Management For For
2 Ratify Deloitte & Touche LLP as Auditors Management For For
 
CARMAX, INC.
MEETING DATE:  JUN 29, 2021
TICKER:  KMX       SECURITY ID:  143130102
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Peter J. Bensen Management For For
1b Elect Director Ronald E. Blaylock Management For For
1c Elect Director Sona Chawla Management For For
1d Elect Director Thomas J. Folliard Management For For
1e Elect Director Shira Goodman Management For For
1f Elect Director Robert J. Hombach Management For For
1g Elect Director David W. McCreight Management For For
1h Elect Director William D. Nash Management For For
1i Elect Director Mark F. O'Neil Management For For
1j Elect Director Pietro Satriano Management For For
1k Elect Director Marcella Shinder Management For For
1l Elect Director Mitchell D. Steenrod 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 Report on Political Contributions and Expenditures Shareholder Against Against
 
CARVANA CO.
MEETING DATE:  MAY 03, 2021
TICKER:  CVNA       SECURITY ID:  146869102
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Ernest Garcia, III Management For For
1.2 Elect Director Ira Platt Management For For
2 Approve Qualified Employee Stock Purchase Plan Management For For
3 Ratify Grant Thornton LLP as Auditors Management For For
4 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
 
COPART, INC.
MEETING DATE:  DEC 04, 2020
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
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Amend Omnibus Stock Plan Management For For
4 Ratify Ernst & Young LLP as Auditors Management For For
 
DAIMLER AG
MEETING DATE:  MAR 31, 2021
TICKER:  DAI       SECURITY ID:  D1668R123
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1 Receive Financial Statements and Statutory Reports for Fiscal Year 2020 (Non-Voting) Management None None
2 Approve Allocation of Income and Dividends of EUR 1.35 per Share Management For For
3 Approve Discharge of Management Board for Fiscal Year 2020 Management For For
4 Approve Discharge of Supervisory Board for Fiscal Year 2020 Management For For
5.1 Ratify KPMG AG as Auditors for Fiscal Year 2021 Management For For
5.2 Ratify KPMG AG as Auditors for the 2022 Interim Financial Statements until the 2022 AGM Management For For
5.3 Ratify KPMG AG as Auditors of the Final Balance Sheets Required under the German Reorganization Act Management For For
6.1 Elect Elizabeth Centoni to the Supervisory Board Management For For
6.2 Elect Ben van Beurden to the Supervisory Board Management For For
6.3 Elect Martin Brudermueller to the Supervisory Board Management For For
7 Approve Remuneration of Supervisory Board Management For For
8 Amend Articles Re: Supervisory Board Meetings and Resolutions Management For For
9 Amend Articles Re: Place of Jurisdiction Management For For
 
EXPERIENCE INVESTMENT CORP.
MEETING DATE:  MAY 05, 2021
TICKER:  EXPC       SECURITY ID:  30217C109
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1 Approve SPAC Transaction Management For For
2 Amend Charter Management For For
3A Opt Out of Section 203 of the DGCL Management For For
3B Increase Authorized Class A Common Stock and Preferred Stock and Eliminate Class B Common Stock Management For Against
3C Adopt Provision on Waiver of Corporate Opportunities Management For Against
4 Approve Omnibus Stock Plan Management For Against
5.1 Elect Director Edward Philip Management For For
5.2 Elect Director David Zaslav Management For For
5.3 Elect Director Eric Affeldt Management For For
5.4 Elect Director Kenneth Lerer Management For For
5.5 Elect Director Jane Garvey Management For For
5.6 Elect Director Robert S. Wiesenthal Management For For
5.7 Elect Director Susan Lyne Management For For
6 Approve Issuance of Shares in Connection with the Business Combination Management For For
7 Adjourn Meeting Management For Against
 
FERRARI NV
MEETING DATE:  APR 15, 2021
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 0.867 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 Piero Ferrari as Non-Executive Director Management For For
3.c Reelect Delphine Arnault as Non-Executive Director Management For For
3.d Reelect Francesca Bellettini as Non-Executive Director Management For For
3.e Reelect Eduardo H. Cue as Non-Executive Director Management For For
3.f Reelect Sergio Duca as Non-Executive Director Management For For
3.g Reelect John Galantic as Non-Executive Director Management For For
3.h Reelect Maria Patrizia Grieco as Non-Executive Director Management For For
3.i Reelect Adam Keswick as Non-Executive Director Management For For
4 Appoint Ernst & Young Accountants LLP as Auditors Management For For
5.1 Grant Board Authority to Issue Shares Up To 10 Percent of Issued Capital Management For For
5.2 Authorize Board to Exclude Preemptive Rights from Share Issuances Management For For
5.3 Grant Board Authority to Issue Special Voting Shares Management For Against
6 Authorize Repurchase of Up to 10 Percent of Issued Share Capital Management For For
7 Approve Awards to Executive Director Management For For
8 Close Meeting Management None None
 
FIAT CHRYSLER AUTOMOBILES NV
MEETING DATE:  JAN 04, 2021
TICKER:  FCA       SECURITY ID:  N31738102
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1 Open Meeting Management None None
2 Approve Merger and All Related Proposals in Connection with the Combination with Peugeot S.A. (PSA) Management For For
3 Amend Articles of Association to Increase and Subsequently Decrease the Combined Company's Issued Share Capital Management For For
4 Close Meeting Management None None
 
FORD MOTOR COMPANY
MEETING DATE:  MAY 13, 2021
TICKER:  F       SECURITY ID:  345370860
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Kimberly A. Casiano Management For For
1b Elect Director Anthony F. Earley, Jr. Management For For
1c Elect Director Alexandra Ford English Management For For
1d Elect Director James D. Farley, Jr. Management For For
1e Elect Director Henry Ford, III Management For For
1f Elect Director William Clay Ford, Jr. Management For For
1g Elect Director William W. Helman, IV Management For For
1h Elect Director Jon M. Huntsman, Jr. Management For For
1i Elect Director William E. Kennard Management For For
1j Elect Director Beth E. Mooney Management For For
1k Elect Director John L. Thornton Management For For
1l Elect Director John B. Veihmeyer Management For For
1m Elect Director Lynn M. Vojvodich Management For For
1n Elect Director John S. Weinberg Management For For
2 Ratify PricewaterhouseCoopers LLP as Auditor Management For For
3 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
4 Approve Recapitalization Plan for all Stock to Have One-vote per Share Shareholder Against For
 
GENERAL MOTORS COMPANY
MEETING DATE:  JUN 14, 2021
TICKER:  GM       SECURITY ID:  37045V100
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Mary T. Barra Management For For
1b Elect Director Wesley G. Bush Management For For
1c Elect Director Linda R. Gooden Management For For
1d Elect Director Joseph Jimenez Management For For
1e Elect Director Jane L. Mendillo Management For For
1f Elect Director Judith A. Miscik Management For For
1g Elect Director Patricia F. Russo Management For For
1h Elect Director Thomas M. Schoewe Management For For
1i Elect Director Carol M. Stephenson Management For For
1j Elect Director Mark A. Tatum Management For For
1k Elect Director Devin N. Wenig Management For For
1l Elect Director Margaret C. Whitman 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 Provide Right to Act by Written Consent Shareholder Against Against
5 Link Executive Pay to Social Criteria Shareholder Against Against
 
GENTEX CORPORATION
MEETING DATE:  MAY 20, 2021
TICKER:  GNTX       SECURITY ID:  371901109
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Leslie Brown Management For For
1.2 Elect Director Steve Downing Management For For
1.3 Elect Director Gary Goode Management For For
1.4 Elect Director James Hollars Management For For
1.5 Elect Director Richard Schaum Management For For
1.6 Elect Director Kathleen Starkoff Management For For
1.7 Elect Director Brian Walker Management For For
1.8 Elect Director James Wallace Management For For
1.9 Elect Director Ling Zang Management For For
2 Ratify Ernst & Young LLP as Auditor Management For For
3 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
 
GENUINE PARTS COMPANY
MEETING DATE:  APR 29, 2021
TICKER:  GPC       SECURITY ID:  372460105
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Elizabeth W. Camp Management For For
1.2 Elect Director Richard Cox, Jr. Management For For
1.3 Elect Director Paul D. Donahue Management For For
1.4 Elect Director Gary P. Fayard Management For For
1.5 Elect Director P. Russell Hardin Management For For
1.6 Elect Director John R. Holder Management For For
1.7 Elect Director Donna W. Hyland Management For For
1.8 Elect Director John D. Johns Management For For
1.9 Elect Director Jean-Jacques Lafont Management For For
1.10 Elect Director Robert C. "Robin" Loudermilk, Jr. Management For For
1.11 Elect Director Wendy B. Needham Management For For
1.12 Elect Director Juliette W. Pryor Management For For
1.13 Elect Director E. Jenner Wood, III 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
 
GROUP 1 AUTOMOTIVE, INC.
MEETING DATE:  MAY 12, 2021
TICKER:  GPI       SECURITY ID:  398905109
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Carin M. Barth Management For For
1.2 Elect Director Earl J. Hesterberg Management For For
1.3 Elect Director Steven C. Mizell Management For For
1.4 Elect Director Lincoln Pereira Management For For
1.5 Elect Director Stephen D. Quinn Management For For
1.6 Elect Director Steven P. Stanbrook Management For For
1.7 Elect Director Charles L. Szews Management For For
1.8 Elect Director Anne Taylor Management For For
1.9 Elect Director MaryAnn Wright 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
 
HARLEY-DAVIDSON, INC.
MEETING DATE:  MAY 20, 2021
TICKER:  HOG       SECURITY ID:  412822108
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Troy Alstead Management For For
1.2 Elect Director R. John Anderson Management For For
1.3 Elect Director Michael J. Cave Management For For
1.4 Elect Director James D. Farley, Jr. Management For For
1.5 Elect Director Allan Golston Management For For
1.6 Elect Director Sara L. Levinson Management For For
1.7 Elect Director N. Thomas Linebarger Management For For
1.8 Elect Director Maryrose T. Sylvester Management For For
1.9 Elect Director Jochen Zeitz 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
 
HONDA MOTOR CO., LTD.
MEETING DATE:  JUN 23, 2021
TICKER:  7267       SECURITY ID:  438128308
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1 Amend Articles to Adopt Board Structure with Three Committees - Clarify Director Authority on Shareholder Meetings - Amend Provisions on Number of Directors - Amend Provisions on Director Titles Management For For
2.1 Elect Director Mikoshiba, Toshiaki Management For For
2.2 Elect Director Mibe, Toshihiro Management For For
2.3 Elect Director Kuraishi, Seiji Management For For
2.4 Elect Director Takeuchi, Kohei Management For For
2.5 Elect Director Suzuki, Asako Management For For
2.6 Elect Director Suzuki, Masafumi Management For For
2.7 Elect Director Sakai, Kunihiko Management For For
2.8 Elect Director Kokubu, Fumiya Management For For
2.9 Elect Director Ogawa, Yoichiro Management For For
2.10 Elect Director Higashi, Kazuhiro Management For For
2.11 Elect Director Nagata, Ryoko Management For For
 
IAA, INC.
MEETING DATE:  JUN 16, 2021
TICKER:  IAA       SECURITY ID:  449253103
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director William (Bill) Breslin Management For For
1b Elect Director Brian Bales Management For For
1c Elect Director Olaf Kastner Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Ratify KPMG LLP as Auditors Management For For
 
LEAR CORPORATION
MEETING DATE:  MAY 20, 2021
TICKER:  LEA       SECURITY ID:  521865204
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Mei-Wei Cheng Management For For
1b Elect Director Jonathan F. Foster Management For For
1c Elect Director Bradley M. Halverson Management For For
1d Elect Director Mary Lou Jepsen Management For For
1e Elect Director Roger A. Krone Management For For
1f Elect Director Patricia L. Lewis Management For For
1g Elect Director Kathleen A. Ligocki Management For For
1h Elect Director Conrad L. Mallett, Jr. Management For For
1i Elect Director Raymond E. Scott Management For For
1j Elect Director Gregory C. Smith 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
 
LITHIA MOTORS, INC.
MEETING DATE:  APR 29, 2021
TICKER:  LAD       SECURITY ID:  536797103
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Sidney B. DeBoer Management For For
1b Elect Director Susan O. Cain Management For For
1c Elect Director Bryan B. DeBoer Management For For
1d Elect Director Shauna F. McIntyre Management For For
1e Elect Director Louis P. Miramontes Management For For
1f Elect Director Kenneth E. Roberts Management For For
1g Elect Director David J. Robino 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 Eliminate Class B Common Stock, Class A Common Stock and Series M Preferred Stock, and to Reclassify Class A Common Stock as Common Stock Management For For
 
LKQ CORPORATION
MEETING DATE:  MAY 11, 2021
TICKER:  LKQ       SECURITY ID:  501889208
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Patrick Berard Management For For
1b Elect Director Meg A. Divitto Management For For
1c Elect Director Robert M. Hanser Management For For
1d Elect Director Joseph M. Holsten Management For For
1e Elect Director Blythe J. McGarvie Management For For
1f Elect Director John W. Mendel Management For For
1g Elect Director Jody G. Miller Management For For
1h Elect Director Guhan Subramanian Management For For
1i Elect Director Xavier Urbain Management For For
1j Elect Director Jacob H. Welch Management For For
1k Elect Director Dominick Zarcone 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
 
LYFT, INC.
MEETING DATE:  JUN 17, 2021
TICKER:  LYFT       SECURITY ID:  55087P104
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director John Zimmer Management For For
1.2 Elect Director Valerie Jarrett Management For For
1.3 Elect Director David Lawee 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 Lobbying Payments and Policy Shareholder Against For
 
MAGNA INTERNATIONAL INC.
MEETING DATE:  MAY 06, 2021
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 Seetarama S. Kotagiri Management For For
1E Elect Director Kurt J. Lauk Management For For
1F Elect Director Robert F. MacLellan Management For For
1G Elect Director Mary Lou Maher Management For For
1H Elect Director Cynthia A. Niekamp Management For For
1I Elect Director William A. Ruh Management For For
1J Elect Director Indira V. Samarasekera Management For For
1K Elect Director Lisa S. Westlake Management For For
1L Elect Director William L. Young 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
 
NIO INC.
MEETING DATE:  JUN 03, 2021
TICKER:  NIO       SECURITY ID:  62914V106
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1 Amend Articles Management For Against
 
O'REILLY AUTOMOTIVE, INC.
MEETING DATE:  MAY 13, 2021
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
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Ratify Ernst & Young LLP as Auditors Management For For
4 Amend Proxy Access Right Shareholder Against Against
 
SENSATA TECHNOLOGIES HOLDING PLC
MEETING DATE:  MAY 27, 2021
TICKER:  ST       SECURITY ID:  G8060N102
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Andrew C. Teich Management For For
1b Elect Director Jeffrey J. Cote Management For For
1c Elect Director John P. Absmeier Management For For
1d Elect Director Daniel L. Black Management For For
1e Elect Director Lorraine A. Bolsinger Management For For
1f Elect Director James E. Heppelmann Management For For
1g Elect Director Charles W. Peffer Management For For
1h Elect Director Constance E. Skidmore Management For For
1i Elect Director Steven A. Sonnenberg Management For For
1j Elect Director Martha N. Sullivan Management For For
1k Elect Director Stephen M. Zide Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Approve Omnibus Stock Plan Management For For
4 Ratify Ernst & Young LLP as Auditors Management For For
5 Approve Director Compensation Report Management For For
6 Ratify Ernst & Young LLP as U.K. Statutory Auditor Management For For
7 Authorize Audit Committee to Fix Remuneration of Auditors Management For For
8 Accept Financial Statements and Statutory Reports Management For For
9 Authorize Issue of Equity Management For For
10 Authorize Issue of Equity without Pre-emptive Rights Management For For
11 Authorize the Board of Directors to Allot Shares Under the Equity Incentive Plans Management For For
12 Authorize the Board of Directors to Allot Shares Under the Equity Incentive Plans without Pre-emptive Rights Management For For
 
STELLANTIS NV
MEETING DATE:  MAR 08, 2021
TICKER:  STLA       SECURITY ID:  N82405106
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1 Open Meeting Management None None
2 Approve Faurecia Distribution Management For For
3 Close Meeting Management None None
 
STELLANTIS NV
MEETING DATE:  APR 15, 2021
TICKER:  STLA       SECURITY ID:  N82405106
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1 Open Meeting Management None None
2.a Receive Report of Management Board (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 Against
2.d Adopt Financial Statements and Statutory Reports Management For For
2.e Approve Capital Distribution of EUR 0.32 per Share Management For For
2.f Approve Discharge of Directors Management For For
3 Ratify Ernst & Young Accountants LLP as Auditors Management For For
4.a Amend Remuneration Policy Management For For
4.b Approve Equity Incentive Plan and Grant Board Authority to Issue Shares and Exclude Preemptive Rights in Connection with Equity Incentive Plan Management For For
5 Authorize Repurchase of Up to 10 Percent of Issued Share Capital Management For For
6 Approve Cancellation of Class B Special Voting Shares Management For For
7 Close Meeting Management None None
 
TESLA, INC.
MEETING DATE:  SEP 22, 2020
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 Hiromichi Mizuno 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 Paid Advertising Shareholder Against Against
5 Adopt Simple Majority Vote Shareholder Against For
6 Report on Employee Arbitration Shareholder Against For
7 Additional Reporting on Human Rights Shareholder Against For
 
TOYOTA MOTOR CORP.
MEETING DATE:  JUN 16, 2021
TICKER:  7203       SECURITY ID:  892331307
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Uchiyamada, Takeshi Management For Against
1.2 Elect Director Hayakawa, Shigeru Management For For
1.3 Elect Director Toyoda, Akio Management For For
1.4 Elect Director Kobayashi, Koji Management For For
1.5 Elect Director James Kuffner Management For For
1.6 Elect Director Kon, Kenta Management For For
1.7 Elect Director Sugawara, Ikuro Management For For
1.8 Elect Director Sir Philip Craven Management For For
1.9 Elect Director Kudo, Teiko Management For For
2 Appoint Alternate Statutory Auditor Sakai, Ryuji Management For For
3 Amend Articles to Delete Provisions on Class AA Shares Management For For
 
UBER TECHNOLOGIES, INC.
MEETING DATE:  MAY 10, 2021
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 Yasir Al-Rumayyan Management For For
1i Elect Director John Thain Management For For
1j Elect Director David I. Trujillo Management For For
1k 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 Eliminate Supermajority Vote Requirement Management For For
5 Report on Lobbying Payments and Policy Shareholder Against Against

VOTE SUMMARY REPORT
SELECT BANKING PORTFOLIO
07/01/2020 - 06/30/2021

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.

 
1ST SOURCE CORPORATION
MEETING DATE:  APR 22, 2021
TICKER:  SRCE       SECURITY ID:  336901103
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Tracy D. Graham Management For For
1b Elect Director Ronda Shrewsbury Weybright Management For For
1c Elect Director Melody Birmingham Management For For
1d Elect Director Mark D. Schwabero Management For For
2 Ratify BKD LLP as Auditors Management For For
 
AMALGAMATED BANK
MEETING DATE:  JAN 12, 2021
TICKER:  AMAL       SECURITY ID:  022663108
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1 Approve Formation of Holding Company Management For For
2 Adjourn Meeting Management For For
 
AMALGAMATED FINANCIAL CORP.
MEETING DATE:  APR 28, 2021
TICKER:  AMAL       SECURITY ID:  022671101
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Lynne P. Fox Management For For
1.2 Elect Director Donald E. Bouffard, Jr. Management For For
1.3 Elect Director Maryann Bruce Management For For
1.4 Elect Director Patricia Diaz Dennis Management For For
1.5 Elect Director Robert C. Dinerstein Management For For
1.6 Elect Director Mark A. Finser Management For For
1.7 Elect Director Julie Kelly Management For For
1.8 Elect Director JoAnn S. Lilek Management For For
1.9 Elect Director John McDonagh Management For For
1.10 Elect Director Robert G. Romasco Management For For
1.11 Elect Director Edgar Romney, Sr. Management For For
1.12 Elect Director Stephen R. Sleigh Management For For
2 Ratify Crowe 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
 
AMERICAN NATIONAL BANKSHARES INC.
MEETING DATE:  MAY 18, 2021
TICKER:  AMNB       SECURITY ID:  027745108
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Michael P. Haley Management For For
1.2 Elect Director Charles S. Harris Management For For
1.3 Elect Director F. D. Hornaday, III Management For For
2 Ratify Yount, Hyde and Barbour, P.C. as Auditors Management For For
3 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
 
AMERIS BANCORP
MEETING DATE:  JUN 10, 2021
TICKER:  ABCB       SECURITY ID:  03076K108
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director William I. Bowen, Jr. Management For For
1.2 Elect Director Rodney D. Bullard Management For For
1.3 Elect Director Wm. Millard Choate Management For For
1.4 Elect Director R. Dale Ezzell Management For For
1.5 Elect Director Leo J. Hill Management For For
1.6 Elect Director Daniel B. Jeter Management For For
1.7 Elect Director Robert P. Lynch Management For For
1.8 Elect Director Elizabeth A. McCague Management For For
1.9 Elect Director James B. Miller, Jr. Management For For
1.10 Elect Director Gloria A. O'Neal Management For For
1.11 Elect Director H. Palmer Proctor, Jr. Management For For
1.12 Elect Director William H. Stern Management For For
1.13 Elect Director Jimmy D. Veal Management For For
2 Ratify Crowe 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
 
ASSOCIATED BANC-CORP
MEETING DATE:  APR 27, 2021
TICKER:  ASB       SECURITY ID:  045487105
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director John F. Bergstrom Management For For
1.2 Elect Director Philip B. Flynn Management For For
1.3 Elect Director R. Jay Gerken Management For For
1.4 Elect Director Judith P. Greffin Management For For
1.5 Elect Director Michael J. Haddad Management For For
1.6 Elect Director Robert A. Jeffe Management For For
1.7 Elect Director Eileen A. Kamerick Management For For
1.8 Elect Director Gale E. Klappa Management For For
1.9 Elect Director Cory L. Nettles Management For For
1.10 Elect Director Karen T. van Lith Management For For
1.11 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
 
BANK OF AMERICA CORPORATION
MEETING DATE:  APR 20, 2021
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 Susan S. Bies 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 Thomas J. May Management For For
1i Elect Director Brian T. Moynihan Management For For
1j Elect Director Lionel L. Nowell, III Management For For
1k Elect Director Denise L. Ramos Management For For
1l Elect Director Clayton S. Rose Management For For
1m Elect Director Michael D. White Management For For
1n Elect Director Thomas D. Woods Management For For
1o Elect Director R. David Yost Management For For
1p Elect Director Maria T. Zuber 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 Omnibus Stock Plan Management For For
5 Amend Proxy Access Right Shareholder Against Against
6 Provide Right to Act by Written Consent Shareholder Against Against
7 Approve Change in Organizational Form Shareholder Against Against
8 Request on Racial Equity Audit Shareholder Against Against
 
BANK OZK
MEETING DATE:  MAY 03, 2021
TICKER:  OZK       SECURITY ID:  06417N103
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Nicholas Brown Management For For
1.2 Elect Director Paula Cholmondeley Management For For
1,3 Elect Director Beverly Cole Management For For
1.4 Elect Director Robert East Management For For
1.5 Elect Director Kathleen Franklin Management For For
1.6 Elect Director Catherine B. Freedberg Management For For
1.7 Elect Director Jeffrey Gearhart Management For For
1.8 Elect Director George Gleason Management For For
1.9 Elect Director Peter Kenny Management For For
1.10 Elect Director William A. Koefoed, Jr. Management For For
1.11 Elect Director Christopher Orndorff Management For For
1.12 Elect Director Steven Sadoff Management For For
1.13 Elect Director Ross Whipple 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
 
BAYCOM CORP
MEETING DATE:  JUN 15, 2021
TICKER:  BCML       SECURITY ID:  07272M107
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director James S. Camp Management For Withhold
1.2 Elect Director Harpreet S. Chaudhary Management For Withhold
1.3 Elect Director Rocco Davis Management For For
1.4 Elect Director George J. Guarini Management For For
1.5 Elect Director Malcolm F. Hotchkiss Management For Withhold
1.6 Elect Director Lloyd W. Kendall, Jr. Management For Withhold
1.7 Elect Director Robert G. Laverne Management For For
1.8 Elect Director Syvia L. Magid Management For For
1.9 Elect Director David M. Spatz Management For Withhold
2 Ratify Moss Adams LLP as Auditors Management For For
 
BOK FINANCIAL CORPORATION
MEETING DATE:  MAY 04, 2021
TICKER:  BOKF       SECURITY ID:  05561Q201
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Alan S. Armstrong Management For Withhold
1.2 Elect Director C. Fred Ball, Jr. Management For For
1.3 Elect Director Steven Bangert Management For For
1.4 Elect Director Peter C. Boylan, III Management For For
1.5 Elect Director Steven G. Bradshaw Management For For
1.6 Elect Director Chester E. Cadieux, III Management For For
1.7 Elect Director John W. Coffey Management For For
1.8 Elect Director Joseph W. Craft, III Management For For
1.9 Elect Director Jack E. Finley Management For For
1.10 Elect Director David F. Griffin Management For For
1.11 Elect Director V. Burns Hargis Management For For
1.12 Elect Director Douglas D. Hawthorne Management For For
1.13 Elect Director Kimberley D. Henry Management For For
1.14 Elect Director E. Carey Joullian, IV Management For For
1.15 Elect Director George B. Kaiser Management For For
1.16 Elect Director Stanley A. Lybarger Management For For
1.17 Elect Director Steven J. Malcolm Management For For
1.18 Elect Director Steven E. Nell Management For For
1.19 Elect Director E.C. Richards Management For For
1.20 Elect Director Claudia San Pedro Management For For
1.21 Elect Director Michael C. Turpen Management For For
1.22 Elect Director Rose M. 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
 
CADENCE BANCORPORATION
MEETING DATE:  MAY 06, 2021
TICKER:  CADE       SECURITY ID:  12739A100
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Paul B. Murphy, Jr. Management For For
1.2 Elect Director Precious W. Owodunni Management For For
1.3 Elect Director Marc J. Shapiro Management For For
1.4 Elect Director J. Thomas Wiley, Jr. 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
 
CAMDEN NATIONAL CORPORATION
MEETING DATE:  APR 27, 2021
TICKER:  CAC       SECURITY ID:  133034108
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Ann W. Bresnahan Management For For
1b Elect Director Gregory A. Dufour Management For For
1c Elect Director S. Catherine Longley Management For For
1d Elect Director Carl J. Soderberg Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Ratify RSM US LLP as Auditor Management For For
 
CAPITAL ONE FINANCIAL CORPORATION
MEETING DATE:  MAY 06, 2021
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 Ann Fritz Hackett Management For For
1d Elect Director Peter Thomas Killalea Management For For
1e Elect Director Cornelis "Eli" Leenaars Management For For
1f Elect Director Francois Locoh-Donou Management For For
1g Elect Director Peter E. Raskind Management For For
1h Elect Director Eileen Serra Management For For
1i Elect Director Mayo A. Shattuck, III Management For For
1j Elect Director Bradford H. Warner Management For For
1k Elect Director Catherine G. West Management For For
1l Elect Director Craig Anthony Williams 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
 
CITIGROUP INC.
MEETING DATE:  APR 27, 2021
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 Lew W. (Jay) Jacobs, IV Management For For
1j Elect Director Renee J. James Management For For
1k Elect Director Gary M. Reiner Management For For
1l Elect Director Diana L. Taylor Management For For
1m Elect Director James S. Turley Management For For
1n Elect Director Deborah C. Wright Management For For
1o Elect Director Alexander R. Wynaendts Management For For
1p Elect Director Ernesto Zedillo Ponce de Leon 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 Amend Proxy Access Right Shareholder Against Against
6 Require Independent Board Chair Shareholder Against Against
7 Adopt a Policy to Include Non-Management Employees as Prospective Director Candidates Shareholder Against Against
8 Report on Lobbying Payments and Policy Shareholder Against Against
9 Report on Racial Equity Audit Shareholder Against Against
10 Amend Certificate of Incorporation to Become a Public Benefit Corporation Shareholder Against Against
 
COMERICA INCORPORATED
MEETING DATE:  APR 27, 2021
TICKER:  CMA       SECURITY ID:  200340107
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Michael E. Collins Management For For
1.2 Elect Director Roger A. Cregg Management For For
1.3 Elect Director T. Kevin DeNicola 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 Richard G. Lindner Management For For
1.7 Elect Director Barbara R. Smith Management For For
1.8 Elect Director Robert S. Taubman Management For For
1.9 Elect Director Reginald M. Turner, Jr. Management For For
1.10 Elect Director Nina G. Vaca Management For For
1.11 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 Amend Omnibus Stock Plan Management For For
5 Approve Nonqualified Employee Stock Purchase Plan Management For For
 
COMMUNITY TRUST BANCORP, INC.
MEETING DATE:  APR 27, 2021
TICKER:  CTBI       SECURITY ID:  204149108
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Charles J. Baird Management For For
1.2 Elect Director David Collins Management For For
1.3 Elect Director Franklin H. Farris, Jr. Management For For
1.4 Elect Director Jean R. Hale Management For For
1.5 Elect Director Eugenia Crittenden "Crit" Luallen Management For For
1.6 Elect Director Ina Michelle Matthews Management For For
1.7 Elect Director James E. McGhee, II Management For For
1.8 Elect Director Franky Minnifield Management For For
1.9 Elect Director M. Lynn Parrish Management For For
1.10 Elect Director Anthony W. St. Charles Management For For
1.11 Elect Director Chad C. Street Management For For
2 Ratify BKD, LLP as Auditors Management For For
3 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
 
COMPUTER SERVICES, INC.
MEETING DATE:  JUL 09, 2020
TICKER:  CSVI       SECURITY ID:  20539A105
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Dana Bowers Management For For
1.2 Elect Director Kristin R. Muhlner Management For For
2 Ratify BKD, LLP as Auditors Management For For
 
CONNECTONE BANCORP, INC.
MEETING DATE:  MAY 25, 2021
TICKER:  CNOB       SECURITY ID:  20786W107
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Frank Sorrentino, III Management For For
1.2 Elect Director Frank W. Baier Management For For
1.3 Elect Director Stephen T. Boswell Management For For
1.4 Elect Director Katherin Nukk-Freeman Management For For
1.5 Elect Director Frank Huttle, III Management For Withhold
1.6 Elect Director Michael Kempner Management For For
1.7 Elect Director Nicholas Minoia Management For For
1.8 Elect Director Joseph Parisi, Jr. Management For For
1.9 Elect Director Daniel Rifkin Management For For
1.10 Elect Director William A. Thompson Management For For
1.11 Elect Director Mark Sokolich Management For For
1.12 Elect Director Anson M. Moise Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Increase Authorized Common Stock Management For For
4 Ratify Crowe LLP as Auditors Management For For
 
CULLEN/FROST BANKERS, INC.
MEETING DATE:  APR 28, 2021
TICKER:  CFR       SECURITY ID:  229899109
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Carlos Alvarez Management For For
1.2 Elect Director Chris M. Avery Management For For
1.3 Elect Director Anthony R. (Tony) Chase Management For For
1.4 Elect Director Cynthia J. Comparin Management For For
1.5 Elect Director Samuel G. Dawson Management For For
1.6 Elect Director Crawford H. Edwards Management For For
1.7 Elect Director Patrick B. Frost Management For For
1.8 Elect Director Phillip D. Green Management For For
1.9 Elect Director David J. Haemisegger Management For For
1.10 Elect Director Karen E. Jennings Management For For
1.11 Elect Director Charles W. Matthews Management For For
1.12 Elect Director Ida Clement Steen 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
 
EAST WEST BANCORP, INC.
MEETING DATE:  MAY 27, 2021
TICKER:  EWBC       SECURITY ID:  27579R104
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Molly Campbell Management For For
1.2 Elect Director Iris S. Chan Management For For
1.3 Elect Director Archana Deskus Management For For
1.4 Elect Director Rudolph I. Estrada Management For For
1.5 Elect Director Paul H. Irving Management For For
1.6 Elect Director Jack C. Liu Management For For
1.7 Elect Director Dominic Ng Management For For
1.8 Elect Director Lester M. Sussman 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 KPMG LLP as Auditors Management For For
 
EASTERN BANKSHARES, INC.
MEETING DATE:  MAY 17, 2021
TICKER:  EBC       SECURITY ID:  27627N105
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Richard C. Bane Management For For
1.2 Elect Director Joseph T. Chung Management For For
1.3 Elect Director Paul M. Connolly Management For For
1.4 Elect Director Bari A. Harlam 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
 
ESSENT GROUP LTD.
MEETING DATE:  MAY 05, 2021
TICKER:  ESNT       SECURITY ID:  G3198U102
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Jane P. Chwick Management For For
1.2 Elect Director Aditya Dutt Management For For
1.3 Elect Director Roy J. Kasmar 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 Against
 
FIRST CITIZENS BANCSHARES, INC.
MEETING DATE:  FEB 09, 2021
TICKER:  FCNCA       SECURITY ID:  31946M103
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
 
FIRST CITIZENS BANCSHARES, INC.
MEETING DATE:  APR 27, 2021
TICKER:  FCNCA       SECURITY ID:  31946M103
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director John M. Alexander, Jr. Management For For
1.2 Elect Director Victor E. Bell, III Management For For
1.3 Elect Director Peter M. Bristow Management For For
1.4 Elect Director Hope H. Bryant Management For For
1.5 Elect Director H. Lee Durham, Jr. Management For For
1.6 Elect Director Daniel L. Heavner Management For For
1.7 Elect Director Frank B. Holding, Jr. Management For For
1.8 Elect Director Robert R. Hoppe Management For For
1.9 Elect Director Floyd L. Keels Management For For
1.10 Elect Director Robert E. Mason, IV Management For For
1.11 Elect Director Robert T. Newcomb Management For Withhold
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Ratify KPMG LLP as Auditors Management For For
 
FIRST HORIZON CORPORATION
MEETING DATE:  APR 27, 2021
TICKER:  FHN       SECURITY ID:  320517105
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Harry V. Barton, Jr. Management For For
1.2 Elect Director Kenneth A. Burdick Management For For
1.3 Elect Director Daryl G. Byrd Management For For
1.4 Elect Director John N. Casbon Management For For
1.5 Elect Director John C. Compton Management For For
1.6 Elect Director Wendy P. Davidson Management For For
1.7 Elect Director William H. Fenstermaker Management For For
1.8 Elect Director D. Bryan Jordan Management For For
1.9 Elect Director J. Michael Kemp, Sr. Management For For
1.10 Elect Director Rick E. Maples Management For For
1.11 Elect Director Vicki R. Palmer Management For For
1.12 Elect Director Colin V. Reed Management For For
1.13 Elect Director E. Stewart Shea, III Management For For
1.14 Elect Director Cecelia D. Stewart Management For For
1.15 Elect Director Rajesh Subramaniam Management For For
1.16 Elect Director Rosa Sugranes Management For For
1.17 Elect Director R. Eugene Taylor Management For For
2 Approve Omnibus Stock Plan Management For For
3 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
4 Ratify KPMG LLP as Auditors Management For For
 
FIRST INTERSTATE BANCSYSTEM, INC.
MEETING DATE:  MAY 26, 2021
TICKER:  FIBK       SECURITY ID:  32055Y201
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director John M. Heyneman, Jr. Management For For
1.2 Elect Director David L. Jahnke Management For For
1.3 Elect Director Ross E. Leckie Management For For
1.4 Elect Director Kevin P. Riley Management For For
1.5 Elect Director James R. Scott Management For For
2 Elect Stephen B. Bowman and Joyce A. Phillips as Directors Management For For
3 Ratify RSM US LLP as Auditors Management For For
4 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
 
FIRST MIDWEST BANCORP, INC.
MEETING DATE:  MAY 19, 2021
TICKER:  FMBI       SECURITY ID:  320867104
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Barbara A. Boigegrain Management For For
1b Elect Director Thomas L. Brown Management For For
1c Elect Director Phupinder S. Gill Management For For
1d Elect Director Kathryn J. Hayley Management For For
1e Elect Director Peter J. Henseler Management For For
1f Elect Director Frank B. Modruson Management For For
1g Elect Director Ellen A. Rudnick Management For For
1h Elect Director Mark G. Sander Management For For
1i Elect Director Michael L. Scudder Management For For
1j Elect Director Michael J. Small Management For For
1k Elect Director Stephen C. Van Arsdell 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 Auditor Management For For
 
GREAT WESTERN BANCORP, INC.
MEETING DATE:  FEB 09, 2021
TICKER:  GWB       SECURITY ID:  391416104
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director James Brannen Management For For
1.2 Elect Director Thomas Henning Management For For
1.3 Elect Director Daniel Rykhus Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For Against
3 Amend Omnibus Stock Plan Management For For
4 Amend Non-Employee Director Omnibus Stock Plan Management For For
5 Ratify Ernst & Young LLP as Auditors Management For For
 
HEARTLAND FINANCIAL USA, INC.
MEETING DATE:  MAY 19, 2021
TICKER:  HTLF       SECURITY ID:  42234Q102
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Lynn B. Fuller Management For For
1b Elect Director Christopher S. Hylen Management For For
1c Elect Director Susan G. Murphy Management For For
1d Elect Director Martin J. Schmitz Management For For
1e Elect Director Kathryn Graves Unger Management For For
2 Ratify KPMG LLP as Auditors Management For For
3 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
 
HILLTOP HOLDINGS, INC.
MEETING DATE:  JUL 23, 2020
TICKER:  HTH       SECURITY ID:  432748101
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Charlotte Jones Anderson Management For For
1.2 Elect Director Rhodes R. Bobbitt Management For For
1.3 Elect Director Tracy A. Bolt Management For For
1.4 Elect Director J. Taylor Crandall Management For For
1.5 Elect Director Charles R. Cummings Management For For
1.6 Elect Director Hill A. Feinberg Management For For
1.7 Elect Director Gerald J. Ford Management For For
1.8 Elect Director Jeremy B. Ford Management For For
1.9 Elect Director J. Markham Green Management For For
1.10 Elect Director William T. Hill, Jr. Management For For
1.11 Elect Director Lee Lewis Management For For
1.12 Elect Director Andrew J. Littlefair Management For For
1.13 Elect Director W. Robert Nichols, III Management For For
1.14 Elect Director Kenneth D. Russell Management For For
1.15 Elect Director A. Haag Sherman Management For For
1.16 Elect Director Jonathan S. Sobel Management For For
1.17 Elect Director Robert C. Taylor, Jr. Management For For
1.18 Elect Director Carl B. Webb Management For For
2 Approve Omnibus Stock Plan 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
5 Ratify PricewaterhouseCoopers LLP as Auditors Management For For
 
HUNTINGTON BANCSHARES INCORPORATED
MEETING DATE:  MAR 25, 2021
TICKER:  HBAN       SECURITY ID:  446150104
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 Adjourn Meeting Management For For
 
HUNTINGTON BANCSHARES INCORPORATED
MEETING DATE:  APR 21, 2021
TICKER:  HBAN       SECURITY ID:  446150104
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Lizabeth Ardisana Management For For
1.2 Elect Director Alanna Y. Cotton Management For For
1.3 Elect Director Ann B. (Tanny) Crane Management For For
1.4 Elect Director Robert S. Cubbin Management For For
1.5 Elect Director Steven G. Elliott Management For For
1.6 Elect Director Gina D. France Management For For
1.7 Elect Director J. Michael Hochschwender Management For For
1.8 Elect Director John C. (Chris) Inglis Management For For
1.9 Elect Director Katherine M. A. (Allie) Kline Management For For
1.10 Elect Director Richard W. Neu Management For For
1.11 Elect Director Kenneth J. Phelan Management For For
1.12 Elect Director David L. Porteous Management For For
1.13 Elect Director Stephen D. Steinour Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Ratify PricewaterhouseCoopers LLP as Auditor Management For For
4 Amend Omnibus Stock Plan Management For For
 
KEYCORP
MEETING DATE:  MAY 13, 2021
TICKER:  KEY       SECURITY ID:  493267108
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Bruce D. Broussard Management For For
1.2 Elect Director Alexander M. Cutler Management For For
1.3 Elect Director H. James Dallas Management For For
1.4 Elect Director Elizabeth R. Gile Management For For
1.5 Elect Director Ruth Ann M. Gillis Management For For
1.6 Elect Director Christopher M. Gorman Management For For
1.7 Elect Director Robin N. Hayes Management For For
1.8 Elect Director Carlton L. Highsmith Management For For
1.9 Elect Director Richard J. Hipple Management For For
1.10 Elect Director Devina A. Rankin Management For For
1.11 Elect Director Barbara R. Snyder 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 Auditor Management For For
3 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
4 Amend Nonqualified Employee Stock Purchase Plan Management For For
5 Reduce Ownership Threshold for Shareholders to Call Special Meeting Management For For
 
LAKELAND FINANCIAL CORPORATION
MEETING DATE:  APR 13, 2021
TICKER:  LKFN       SECURITY ID:  511656100
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Blake W. Augsburger Management For For
1.2 Elect Director Robert E. Bartels, Jr. Management For For
1.3 Elect Director Darrianne P. Christian Management For For
1.4 Elect Director Daniel F. Evans, Jr. Management For For
1.5 Elect Director David M. Findlay Management For For
1.6 Elect Director Michael L. Kubacki Management For For
1.7 Elect Director Emily E. Pichon Management For For
1.8 Elect Director Steven D. Ross Management For For
1.9 Elect Director Brian J. Smith Management For For
1.10 Elect Director Bradley J. Toothaker Management For For
1.11 Elect Director Ronald D. Truex Management For For
1.12 Elect Director M. Scott Welch Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Ratify Crowe LLP as Auditors Management For For
 
M&T BANK CORPORATION
MEETING DATE:  APR 20, 2021
TICKER:  MTB       SECURITY ID:  55261F104
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director C. Angela Bontempo Management For For
1.2 Elect Director Robert T. Brady Management For For
1.3 Elect Director Calvin G. Butler, Jr. Management For For
1.4 Elect Director T. Jefferson Cunningham, III Management For For
1.5 Elect Director Gary N. Geisel Management For For
1.6 Elect Director Leslie V. Godridge Management For For
1.7 Elect Director Richard S. Gold Management For For
1.8 Elect Director Richard A. Grossi 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 Newton P.S. Merrill Management For For
1.12 Elect Director Kevin J. Pearson Management For For
1.13 Elect Director Melinda R. Rich Management For For
1.14 Elect Director Robert E. Sadler, Jr. Management For For
1.15 Elect Director Denis J. Salamone Management For For
1.16 Elect Director John R. Scannell Management For For
1.17 Elect Director David S. Scharfstein Management For For
1.18 Elect Director Rudina Seseri Management For For
1.19 Elect Director Herbert L. Washington Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Ratify PricewaterhouseCoopers LLP as Auditors Management For For
 
M&T BANK CORPORATION
MEETING DATE:  MAY 25, 2021
TICKER:  MTB       SECURITY ID:  55261F104
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1 Increase Authorized Preferred Stock Management For For
2 Issue Shares in Connection with Merger Management For For
3 Adjourn Meeting Management For For
 
MGIC INVESTMENT CORPORATION
MEETING DATE:  APR 29, 2021
TICKER:  MTG       SECURITY ID:  552848103
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Analisa M. Allen Management For For
1.2 Elect Director Daniel A. Arrigoni Management For For
1.3 Elect Director C. Edward Chaplin Management For For
1.4 Elect Director Curt S. Culver Management For For
1.5 Elect Director Jay C. Hartzell Management For For
1.6 Elect Director Timothy A. Holt Management For For
1.7 Elect Director Jodeen A. Kozlak Management For For
1.8 Elect Director Michael E. Lehman Management For For
1.9 Elect Director Melissa B. Lora Management For For
1.10 Elect Director Timothy J. Mattke Management For For
1.11 Elect Director Gary A. Poliner Management For For
1.12 Elect Director Sheryl L. Sculley Management For For
1.13 Elect Director Mark M. Zandi Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Ratify PricewaterhouseCoopers LLP as Auditors Management For For
 
NAVIENT CORPORATION
MEETING DATE:  MAY 20, 2021
TICKER:  NAVI       SECURITY ID:  63938C108
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Frederick Arnold Management For For
1b Elect Director Anna Escobedo Cabral Management For For
1c Elect Director Larry A. Klane Management For For
1d Elect Director Katherine A. Lehman Management For For
1e Elect Director Linda A. Mills Management For For
1f Elect Director John (Jack) F. Remondi Management For For
1g Elect Director Jane J. Thompson Management For For
1h Elect Director Laura S. Unger Management For For
1i Elect Director David L. Yowan Management For For
2 Ratify KPMG LLP as Auditors Management For For
3 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
 
NMI HOLDINGS, INC.
MEETING DATE:  MAY 13, 2021
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 Claudia J. Merkle 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 20, 2021
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 Thomas E. Richards Management For For
1j Elect Director Martin P. Slark Management For For
1k Elect Director David H. B. Smith, Jr. Management For For
1l Elect Director Donald Thompson Management For For
1m Elect Director Charles A. Tribbett, III Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Ratify KPMG LLP as Auditors Management For For
 
ONEMAIN HOLDINGS, INC.
MEETING DATE:  MAY 25, 2021
TICKER:  OMF       SECURITY ID:  68268W103
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Lisa Green Hall Management For For
1.2 Elect Director Matthew R. Michelini Management For For
1.3 Elect Director Douglas H. Shulman Management For For
2 Approve Qualified Employee Stock Purchase Plan Management For For
3 Ratify PricewaterhouseCoopers LLP as Auditors Management For For
 
PACWEST BANCORP
MEETING DATE:  MAY 11, 2021
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 Susan E. Lester Management For For
1g Elect Director Roger H. Molvar Management For For
1h Elect Director Daniel B. Platt Management For For
1i Elect Director Robert A. Stine 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 Amend Omnibus Stock Plan Management For For
4 Ratify KPMG LLP as Auditors Management For For
 
PEOPLE'S UNITED FINANCIAL, INC.
MEETING DATE:  MAY 25, 2021
TICKER:  PBCT       SECURITY ID:  712704105
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
 
PIRAEUS FINANCIAL HOLDINGS SA
MEETING DATE:  JUN 22, 2021
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 Ratify Auditors Management For For
4 Receive Information on Activities of the Audit Committee Management None None
5 Approve Director Remuneration Management For For
6 Advisory Vote on Remuneration Report Management For For
7 Amend Remuneration Policy Management For For
8 Approve Severance Policy Management For For
9 Approve Suitability Policy for Directors Management For For
10 Approve Treatment of Net Loss Management For For
11 Approve Share Capital Reduction via Decrease in Par Value Management For For
12 Authorize Board to Participate in Companies with Similar Business Interests Management For For
13 Other Business Management For Against
 
PREFERRED BANK
MEETING DATE:  MAY 18, 2021
TICKER:  PFBC       SECURITY ID:  740367404
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director William C.Y. Cheng Management For For
1.2 Elect Director Chih-Wei Wu Management For For
1.3 Elect Director Shirley Wang Management For For
1.4 Elect Director Wayne Wu 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 Authorize Share Repurchase Program Management For For
5 Ratify Crowe LLP as Auditors Management For For
 
RADIAN GROUP INC.
MEETING DATE:  MAY 12, 2021
TICKER:  RDN       SECURITY ID:  750236101
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Herbert Wender Management For For
1b Elect Director Brad L. Conner Management For For
1c Elect Director Howard B. Culang Management For For
1d Elect Director Debra Hess Management For For
1e Elect Director Lisa W. Hess Management For For
1f Elect Director Lisa Mumford Management For For
1g Elect Director Gaetano Muzio Management For For
1h Elect Director Gregory V. Serio Management For For
1i Elect Director Noel J. Spiegel Management For For
1j Elect Director Richard G. Thornberry Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Approve Omnibus Stock Plan Management For For
4 Ratify PricewaterhouseCoopers LLP as Auditors Management For For
 
SIERRA BANCORP
MEETING DATE:  MAY 26, 2021
TICKER:  BSRR       SECURITY ID:  82620P102
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Albert L. Berra Management For For
1b Elect Director Julie G. Castle Management For For
1c Elect Director Vonn R. Christenson Management For For
1d Elect Director Laurence S. Dutto Management For For
1e Elect Director Kevin J. McPhaill Management For For
1f Elect Director Gordon T. Woods Management For For
2 Ratify Eide Bailly LLP as Auditors Management For For
3 Ratify Indemnification Agreements between the Company and its Directors and Executive Officers Management For For
4 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
 
SIGNATURE BANK
MEETING DATE:  APR 22, 2021
TICKER:  SBNY       SECURITY ID:  82669G104
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Kathryn A. Byrne Management For For
1.2 Elect Director Maggie Timoney Management For For
1.3 Elect Director George Tsunis 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 Authorize Share Repurchase Program Management For For
5 Increase Authorized Common Stock Management For For
6 Amend Omnibus Stock Plan Management For For
 
SLM CORPORATION
MEETING DATE:  JUN 08, 2021
TICKER:  SLM       SECURITY ID:  78442P106
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Paul G. Child Management For For
1b Elect Director Mary Carter Warren Franke Management For For
1c Elect Director Marianne M. Keler Management For For
1d Elect Director Mark L. Lavelle Management For For
1e Elect Director Ted Manvitz Management For For
1f Elect Director Jim Matheson Management For For
1g Elect Director Frank C. Puleo Management For For
1h Elect Director Vivian C. Schneck-Last Management For For
1i Elect Director William N. Shiebler Management For For
1j Elect Director Robert S. Strong Management For For
1k Elect Director Jonathan W. Witter Management For For
1l Elect Director Kirsten O. Wolberg Management For For
2 Approve Omnibus Stock Plan Management For For
3 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
4 Ratify KPMG LLP as Auditors Management For For
 
STATE STREET CORPORATION
MEETING DATE:  MAY 19, 2021
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 Amelia C. Fawcett Management For For
1d Elect Director William C. Freda Management For For
1e Elect Director Sara Mathew Management For For
1f Elect Director William L. Meaney Management For For
1g Elect Director Ronald P. O'Hanley Management For For
1h Elect Director Sean O'Sullivan Management For For
1i Elect Director Julio A. Portalatin Management For For
1j Elect Director John B. Rhea Management For For
1k Elect Director Richard P. Sergel 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 Ratify Ernst & Young LLP as Auditors Management For For
4 Report on Racial Equity Audit Shareholder Against Against
 
THE BANK OF NEW YORK MELLON CORPORATION
MEETING DATE:  APR 13, 2021
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 Thomas P. "Todd" Gibbons Management For For
1d Elect Director M. Amy Gilliland Management For For
1e Elect Director Jeffrey A. Goldstein Management For For
1f Elect Director K. Guru Gowrappan Management For For
1g Elect Director Ralph Izzo Management For For
1h Elect Director Edmund F. "Ted" Kelly Management For For
1i Elect Director Elizabeth E. Robinson Management For For
1j Elect Director Samuel C. Scott, III Management For For
1k Elect Director Frederick O. Terrell Management For For
1l Elect Director Alfred W. "AI" Zollar 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 Reduce Ownership Threshold for Shareholders to Request Action by Written Consent Shareholder Against Against
 
THE PNC FINANCIAL SERVICES GROUP, INC.
MEETING DATE:  APR 27, 2021
TICKER:  PNC       SECURITY ID:  693475105
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Joseph Alvarado Management For For
1b Elect Director Charles E. Bunch Management For For
1c Elect Director Debra A. Cafaro Management For For
1d Elect Director Marjorie Rodgers Cheshire Management For For
1e Elect Director David L. Cohen Management For For
1f Elect Director William S. Demchak Management For For
1g Elect Director Andrew T. Feldstein Management For For
1h Elect Director Richard J. Harshman Management For For
1i Elect Director Daniel R. Hesse Management For For
1j Elect Director Linda R. Medler Management For For
1k Elect Director Martin Pfinsgraff Management For For
1l Elect Director Toni Townes-Whitley Management For For
1m Elect Director Michael J. Ward 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 Risk Management and Nuclear Weapon Industry Shareholder Against Against
 
TRICO BANCSHARES
MEETING DATE:  MAY 27, 2021
TICKER:  TCBK       SECURITY ID:  896095106
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Donald J. Amaral Management For For
1.2 Elect Director L. Gage Chrysler, III Management For For
1.3 Elect Director Craig S. Compton Management For For
1.4 Elect Director Kirsten E. Garen Management For For
1.5 Elect Director Cory W. Giese Management For For
1.6 Elect Director John S. A. Hasbrook Management For For
1.7 Elect Director Margaret L. Kane Management For For
1.8 Elect Director Michael W. Koehnen Management For For
1.9 Elect Director Martin A. Mariani Management For For
1.10 Elect Director Thomas C. McGraw Management For For
1.11 Elect Director Richard P. Smith Management For For
1.12 Elect Director Kimberley H. Vogel Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Ratify Moss Adams LLP as Auditors Management For For
 
U.S. BANCORP
MEETING DATE:  APR 20, 2021
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 Kimberly N. Ellison-Taylor Management For For
1f Elect Director Kimberly J. Harris Management For For
1g Elect Director Roland A. Hernandez Management For For
1h Elect Director Olivia F. Kirtley Management For For
1i Elect Director Karen S. Lynch Management For For
1j Elect Director Richard P. McKenney Management For For
1k Elect Director Yusuf I. Mehdi Management For For
1l Elect Director John P. Wiehoff Management For For
1m Elect Director Scott W. Wine 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
 
UMB FINANCIAL CORPORATION
MEETING DATE:  APR 27, 2021
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 Ratify KPMG LLP as Auditors Management For For
 
UNIVEST FINANCIAL CORPORATION
MEETING DATE:  APR 28, 2021
TICKER:  UVSP       SECURITY ID:  915271100
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director William S. Aichele Management For For
1.2 Elect Director Suzanne Keenan Management For For
1.3 Elect Director Thomas M. Petro Management For For
1.4 Elect Director Charles H. Zimmerman Management For For
1.5 Elect Director Joseph P. Beebe 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 27, 2021
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 Wayne M. Hewett Management For For
1f Elect Director Maria R. Morris Management For For
1g Elect Director Charles H. Noski Management For For
1h Elect Director Richard B. Payne, Jr. Management For For
1i Elect Director Juan A. Pujadas Management For For
1j Elect Director Ronald L. Sargent Management For For
1k Elect Director Charles W. Scharf Management For For
1l Elect Director Suzanne M. Vautrinot 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 Proxy Access Right Shareholder Against Against
5 Amend Certificate of Incorporation to Become a Delaware Public Benefit Corporation Shareholder Against Against
6 Report on Incentive-Based Compensation and Risks of Material Losses Shareholder Against Against
7 Report on Racial Equity Audit Shareholder Against Against
 
WESBANCO, INC.
MEETING DATE:  APR 21, 2021
TICKER:  WSBC       SECURITY ID:  950810101
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director James W. Cornelsen Management For For
1.2 Elect Director Robert J. Fitzsimmons Management For For
1.3 Elect Director D. Bruce Knox Management For For
1.4 Elect Director Gary L. Libs Management For For
1.5 Elect Director Reed J. Tanner 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
 
WINTRUST FINANCIAL CORPORATION
MEETING DATE:  MAY 27, 2021
TICKER:  WTFC       SECURITY ID:  97650W108
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Peter D. Crist Management For For
1.2 Elect Director Bruce K. Crowther Management For For
1.3 Elect Director William J. Doyle Management For For
1.4 Elect Director Marla F. Glabe Management For For
1.5 Elect Director H. Patrick Hackett, Jr. Management For For
1.6 Elect Director Scott K. Heitmann Management For For
1.7 Elect Director Deborah L. Hall Lefevre Management For For
1.8 Elect Director Suzet M. McKinney Management For For
1.9 Elect Director Gary D. "Joe" Sweeney Management For For
1.10 Elect Director Karin Gustafson Teglia Management For For
1.11 Elect Director Alex E. Washington, III Management For For
1.12 Elect Director Edward J. Wehmer Management For For
2 Amend Qualified Employee Stock Purchase 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
 
ZIONS BANCORPORATION, N.A.
MEETING DATE:  APR 30, 2021
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
SELECT BIOTECHNOLOGY PORTFOLIO
07/01/2020 - 06/30/2021

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 11, 2021
TICKER:  TXG       SECURITY ID:  88025U109
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Bryan E. Roberts Management For For
1b Elect Director Kimberly J. Popovits Management For For
2 Ratify Ernst & Young LLP as Auditors Management For For
3 Advisory Vote on Say on Pay Frequency Management One Year One Year
 
4D MOLECULAR THERAPEUTICS, INC.
MEETING DATE:  MAY 17, 2021
TICKER:  FDMT       SECURITY ID:  35104E100
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director David Kirn Management For For
1.2 Elect Director David Schaffer Management For For
2 Ratify PricewaterhouseCoopers LLP as Auditors Management For For
 
ABBVIE INC.
MEETING DATE:  MAY 07, 2021
TICKER:  ABBV       SECURITY ID:  00287Y109
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Roxanne S. Austin Management For For
1.2 Elect Director Richard A. Gonzalez Management For For
1.3 Elect Director Rebecca B. Roberts Management For For
1.4 Elect Director Glenn F. Tilton 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
5 Amend Nonqualified Employee Stock Purchase Plan Management For For
6 Eliminate Supermajority Vote Requirement Management For For
7 Report on Lobbying Payments and Policy Shareholder Against Against
8 Require Independent Board Chair Shareholder Against Against
 
ABCELLERA BIOLOGICS, INC.
MEETING DATE:  JUN 15, 2021
TICKER:  ABCL       SECURITY ID:  00288U106
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Veronique Lecault Management For For
1b Elect Director John Edward Hamer Management For For
2 Ratify KPMG LLP as Auditors Management For For
 
AC IMMUNE SA
MEETING DATE:  NOV 20, 2020
TICKER:  ACIU       SECURITY ID:  H00263105
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1 Elect Carl June as Director Management For For
2 Transact Other Business (Voting) Management For Against
 
AC IMMUNE SA
MEETING DATE:  MAR 31, 2021
TICKER:  ACIU       SECURITY ID:  H00263105
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1 Elect Alan Colowick as Director Management For For
2 Amend Articles Re: Remuneration of the Board of Directors and Executive Committee Management For For
3 Transact Other Business (Voting) Management For Against
 
ACADIA PHARMACEUTICALS INC.
MEETING DATE:  JUN 22, 2021
TICKER:  ACAD       SECURITY ID:  004225108
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Stephen R. Biggar Management For For
1.2 Elect Director Julian C. Baker Management For For
1.3 Elect Director Daniel B. Soland 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
 
ACCELERON PHARMA INC.
MEETING DATE:  JUN 16, 2021
TICKER:  XLRN       SECURITY ID:  00434H108
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Habib J. Dable Management For For
1b Elect Director Terrence C. Kearney Management For For
1c Elect Director Karen L. 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 Ernst & Young LLP as Auditors Management For For
 
ACLARIS THERAPEUTICS, INC.
MEETING DATE:  JUN 03, 2021
TICKER:  ACRS       SECURITY ID:  00461U105
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Christopher Molineaux Management For For
1.2 Elect Director Bryan Reasons Management For For
1.3 Elect Director Vincent Milano 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 Auditor Management For For
 
ACORDA THERAPEUTICS, INC.
MEETING DATE:  AUG 28, 2020
TICKER:  ACOR       SECURITY ID:  00484M106
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1 Increase Authorized Common Stock Management For For
2 Approve Reverse Stock Split Management For For
3 Adjourn Meeting Management For For
 
ADAPTIVE BIOTECHNOLOGIES CORPORATION
MEETING DATE:  JUN 11, 2021
TICKER:  ADPT       SECURITY ID:  00650F109
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Michelle Griffin Management For For
1.2 Elect Director Peter Neupert Management For For
1.3 Elect Director Leslie Trigg 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
 
ADC THERAPEUTICS SA
MEETING DATE:  JUN 10, 2021
TICKER:  ADCT       SECURITY ID:  H0036K147
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1 Accept Financial Statements and Statutory Reports Management For For
2 Approve Discharge of Board and Senior Management Management For For
3 Approve Treatment of Net Loss Management For For
4 Approve Creation of CHF 3.1 Million Pool of Capital without Preemptive Rights Management For Against
5 Approve Increase in Size of Board to Twelve Members Management For For
6.1 Reelect Ron Squarer as Director and Board Chairman Management For For
6.2 Reelect Peter Corr as Director Management For For
6.3 Reelect Stephen Evans-Freke as Director Management For Against
6.4 Reelect Michael Forer as Director Management For For
6.5 Reelect Peter Hug as Director Management For For
6.6 Reelect Christopher Martin as Director Management For For
6.7 Reelect Thomas Pfisterer as Director Management For For
6.8 Reelect Thomas Rinderknecht as Director Management For For
6.9 Reelect Tyrell Rivers as Director Management For For
6.10 Reelect Victor Sandor as Director Management For For
6.11 Reelect Jacques Theurillat as Director Management For For
6.12 Elect Viviane Monges as Director Management For For
7.1 Reappoint Peter Corr as Member of the Compensation Committee Management For For
7.2 Reappoint Stephen Evans-Freke as Member of the Compensation Committee Management For Against
7.3 Reappoint Peter Hug as Member of the Compensation Committee Management For For
8 Designate Martin Habs as Independent Proxy Management For For
9 Ratify PricewaterhouseCoopers SA as Auditors Management For For
10.1 Approve Remuneration of Directors in the Amount of USD 5 Million Management For For
10.2 Approve Fixed Remuneration of Executive Committee in the Amount of USD 7.1 Million Management For For
10.3 Approve Variable Remuneration of Executive Committee in the Amount of USD 26.5 Million Management For For
11 Transact Other Business (Voting) Management For Against
 
ADURO BIOTECH, INC.
MEETING DATE:  OCT 01, 2020
TICKER:  ADRO       SECURITY ID:  00739L101
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1 Issue Shares in Connection with Merger Management For For
2 Approve Reverse Stock Split Management For For
3 Adjourn Meeting Management For For
 
ADVERUM BIOTECHNOLOGIES, INC.
MEETING DATE:  MAY 12, 2021
TICKER:  ADVM       SECURITY ID:  00773U108
Proposal No Proposal Proposed By Management Recommendation Vote Cast
Management Proxy (White Proxy Card)
1.1 Elect Director Dawn Svoronos Management For For
1.2 Elect Director Reed V. Tuckson Management For For
1.3 Elect Director Thomas Woiwode Management For For
2 Ratify Ernst & Young LLP as Auditors Management For For
3 Advisory Vote to Ratify Named Executive Officers' Compensation Management For Against
Proposal No Proposal Proposed By Dissident Recommendation Vote Cast
Dissident Proxy (Green Proxy Card)
1.1 Elect Director Jean Bennet Shareholder For Did Not Vote
1.2 Elect Director Jodi Cook Shareholder For Did Not Vote
1.3 Elect Director Herbert Hughes Shareholder For Did Not Vote
2 Ratify Ernst & Young LLP as Auditors Management None Did Not Vote
3 Advisory Vote to Ratify Named Executive Officers' Compensation Management Against Did Not Vote
 
AERIE PHARMACEUTICALS, INC.
MEETING DATE:  JUN 17, 2021
TICKER:  AERI       SECURITY ID:  00771V108
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Mechiel (Michael) M. du Toit Management For For
1.2 Elect Director David W. Gryska Management For For
2 Ratify PricewaterhouseCoopers LLP as Auditors Management For For
3 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
 
AGIOS PHARMACEUTICALS, INC.
MEETING DATE:  MAR 25, 2021
TICKER:  AGIO       SECURITY ID:  00847X104
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1 Approve Sale of Company Assets Management For For
 
AGIOS PHARMACEUTICALS, INC.
MEETING DATE:  MAY 20, 2021
TICKER:  AGIO       SECURITY ID:  00847X104
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Kaye Foster Management For For
1.2 Elect Director Maykin Ho Management For For
1.3 Elect Director John M. Maraganore Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Ratify PricewaterhouseCoopers LLP as Auditors Management For For
 
AKOUOS, INC.
MEETING DATE:  JUN 24, 2021
TICKER:  AKUS       SECURITY ID:  00973J101
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Kush M. Parmar Management For Withhold
1.2 Elect Director Emmanuel Simons Management For For
1.3 Elect Director Chris Smith Management For For
2 Ratify PricewaterhouseCoopers LLP as Auditors Management For For
 
ALBIREO PHARMA, INC.
MEETING DATE:  JUN 17, 2021
TICKER:  ALBO       SECURITY ID:  01345P106
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Ronald H.W. Cooper Management For For
1.2 Elect Director Anne Klibanski Management For For
1.3 Elect Director Stephanie S. Okey Management For For
2 Increase Authorized Common Stock Management For For
3 Amend Omnibus Stock Plan Management For For
4 Ratify Ernst & Young LLP as Auditors Management For For
 
ALDEYRA THERAPEUTICS, INC.
MEETING DATE:  JUN 08, 2021
TICKER:  ALDX       SECURITY ID:  01438T106
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Ben Bronstein Management For For
1.2 Elect Director Nancy Miller-Rich 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
 
ALECTOR, INC.
MEETING DATE:  JUN 17, 2021
TICKER:  ALEC       SECURITY ID:  014442107
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Tillman Gerngross Management For For
1.2 Elect Director Richard Scheller Management For For
1.3 Elect Director Louis J. Lavigne, 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
4 Advisory Vote on Say on Pay Frequency Management One Year One Year
 
ALLAKOS INC.
MEETING DATE:  MAY 25, 2021
TICKER:  ALLK       SECURITY ID:  01671P100
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Daniel Janney Management For For
1.2 Elect Director Robert E. Andreatta Management For For
2 Ratify Ernst & Young LLP as Auditors Management For For
3 Advisory Vote to Ratify Named Executive Officers' Compensation Management For Against
 
ALLENA PHARMACEUTICALS, INC.
MEETING DATE:  NOV 17, 2020
TICKER:  ALNA       SECURITY ID:  018119107
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Ann C. Miller Management For For
1.2 Elect Director Robert Alexander Management For Withhold
1.3 Elect Director Gino Santini Management For Withhold
2 Ratify Ernst & Young LLP as Auditors Management For For
 
ALLENA PHARMACEUTICALS, INC.
MEETING DATE:  NOV 17, 2020
TICKER:  ALNA       SECURITY ID:  DBD780000
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Ann C. Miller Management For For
1.2 Elect Director Robert Alexander Management For Withhold
1.3 Elect Director Gino Santini Management For Withhold
2 Ratify Ernst & Young LLP as Auditors Management For For
 
ALLENA PHARMACEUTICALS, INC.
MEETING DATE:  JUN 03, 2021
TICKER:  ALNA       SECURITY ID:  018119107
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Alexey Margolin Management For Withhold
1.2 Elect Director Mark J. Fitzpatrick Management For For
2 Ratify Ernst & Young LLP as Auditors Management For For
3 Increase Authorized Common Stock Management For For
 
ALLENA PHARMACEUTICALS, INC.
MEETING DATE:  JUN 03, 2021
TICKER:  ALNA       SECURITY ID:  DBD780000
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Alexey Margolin Management For Withhold
1.2 Elect Director Mark J. Fitzpatrick Management For For
2 Ratify Ernst & Young LLP as Auditors Management For For
3 Increase Authorized Common Stock Management For For
 
ALLOGENE THERAPEUTICS, INC.
MEETING DATE:  JUN 10, 2021
TICKER:  ALLO       SECURITY ID:  019770106
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director John DeYoung Management For For
1b Elect Director Franz Humer Management For For
1c Elect Director Joshua Kazam 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
 
ALLOVIR, INC.
MEETING DATE:  MAY 25, 2021
TICKER:  ALVR       SECURITY ID:  019818103
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Juan Vera Management For For
1b Elect Director Ansbert Gadicke Management For For
1c Elect Director Morana Jovan-Embiricos Management For For
2 Ratify Deloitte & Touche LLP as Auditors Management For For
 
ALNYLAM PHARMACEUTICALS, INC.
MEETING DATE:  MAY 18, 2021
TICKER:  ALNY       SECURITY ID:  02043Q107
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Dennis A. Ausiello Management For For
1b Elect Director Olivier Brandicourt Management For For
1c Elect Director Marsha H. Fanucci Management For For
1d Elect Director David E.I. Pyott Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Ratify PricewaterhouseCoopers LLP as Auditors Management For For
 
ALX ONCOLOGY HOLDINGS, INC.
MEETING DATE:  JUN 10, 2021
TICKER:  ALXO       SECURITY ID:  00166B105
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Corey Goodman Management For For
1.2 Elect Director Jason Lettmann Management For For
1.3 Elect Director Sophia Randolph Management For For
2 Ratify KPMG LLP as Auditors Management For For
 
AMARIN CORPORATION PLC
MEETING DATE:  JUL 13, 2020
TICKER:  AMRN       SECURITY ID:  023111206
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1 Elect Director Lars G. Ekman Management For For
2 Elect Director Joseph S. Zakrzewski Management For For
3 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
4 Approve Ernst & Young LLP as Auditor and Authorize Board to Fix Their Remuneration Management For For
5 Approve Omnibus Stock Plan Management For For
 
AMBRX BIOPHARMA, INC.
MEETING DATE:  APR 01, 2021
TICKER:  AMAM       SECURITY ID:  GIB072000
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1 Amend and Replaced Article 70 of the Current M&A Management For For
2 Amend Articles of Association Management For Did Not Vote
3 Approve Issuance, Offer, and Sale of Ordinary Shares in the Form of ADSs and Listing of ADSs on the New York Stock Exchange Management For For
4 Approve Amended and Restated Memorandum and Articles of Association Management For For
5 Approve Entry Into Indemnification Agreement Management For For
6 Approve Directors Actions Contemplated by the Foregoing Resolutions Management For For
7 Approve any and all Action of the Company In Connection with the Foregoing Resolutions Management For For
 
AMBRX BIOPHARMA, INC.
MEETING DATE:  APR 01, 2021
TICKER:  AMAM       SECURITY ID:  GIB075000
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1 Amend and Replaced Article 70 of the Current M&A Management For For
2 Amend Articles of Association Management For Did Not Vote
3 Approve Issuance, Offer, and Sale of Ordinary Shares in the Form of ADSs and Listing of ADSs on the New York Stock Exchange Management For For
4 Approve Amended and Restated Memorandum and Articles of Association Management For For
5 Approve Entry Into Indemnification Agreement Management For For
6 Approve Directors Actions Contemplated by the Foregoing Resolutions Management For For
7 Approve any and all Action of the Company In Connection with the Foregoing Resolutions Management For For
 
AMGEN INC.
MEETING DATE:  MAY 18, 2021
TICKER:  AMGN       SECURITY ID:  031162100
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Wanda M. Austin Management For For
1b Elect Director Robert A. Bradway Management For For
1c Elect Director Brian J. Druker Management For For
1d Elect Director Robert A. Eckert Management For For
1e Elect Director Greg C. Garland Management For For
1f Elect Director Charles M. Holley, Jr. Management For For
1g Elect Director Tyler Jacks Management For For
1h Elect Director Ellen J. Kullman Management For For
1i Elect Director Amy E. Miles Management For For
1j Elect Director Ronald D. Sugar Management For For
1k Elect Director R. Sanders Williams 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
 
AMICUS THERAPEUTICS, INC.
MEETING DATE:  JUN 10, 2021
TICKER:  FOLD       SECURITY ID:  03152W109
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Craig A. Wheeler Management For For
1.2 Elect Director Burke W. Whitman 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
 
ANNEXON, INC.
MEETING DATE:  JUN 02, 2021
TICKER:  ANNX       SECURITY ID:  03589W102
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director William H. Carson Management For For
1.2 Elect Director Muneer A. Satter Management For For
2 Ratify KPMG LLP as Auditors Management For For
 
ANTENGENE CORP. LTD.
MEETING DATE:  JUN 18, 2021
TICKER:  6996       SECURITY ID:  G03957100
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1 Approve Financial Statements and Statutory Reports Management For For
2.1 Elect Jay Mei as Director Management For Against
2.2 Elect John F. Chin as Director Management For Against
2.3 Elect Yiteng Liu as Director Management None None
2.4 Elect Yanling Cao as Director Management For Against
2.5 Elect Zhen Li as Director Management None None
2.6 Elect Kan Chen as Director Management For Against
2.7 Elect Mark J. Alles as Director Management For For
2.8 Elect Jing Qian as Director Management For For
2.9 Elect Sheng Tang as Director Management For For
2.10 Authorize Board to Fix Remuneration of Directors Management For Against
3 Approve Ernst & Young as Auditors and Authorize Board to Fix Their Remuneration Management For For
4 Approve Issuance of Equity or Equity-Linked Securities without Preemptive Rights Management For Against
5 Authorize Repurchase of Issued Share Capital Management For For
6 Authorize Reissuance of Repurchased Shares Management For Against
7.1 Elect Kevin Patrick Lynch as Director Management For Against
7.2 Elect Donald Andrew Lung as Director Management For Against
 
APELLIS PHARMACEUTICALS, INC.
MEETING DATE:  JUN 01, 2021
TICKER:  APLS       SECURITY ID:  03753U106
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Paul Fonteyne Management For For
1.2 Elect Director Stephanie Monaghan O'Brien 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
 
APPLIED GENETIC TECHNOLOGIES CORPORATION
MEETING DATE:  DEC 16, 2020
TICKER:  AGTC       SECURITY ID:  03820J100
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director William Aliski Management For For
1b Elect Director Anne VanLent 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
 
APPLIED THERAPEUTICS, INC.
MEETING DATE:  JUN 03, 2021
TICKER:  APLT       SECURITY ID:  03828A101
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Joel S. Marcus Management For For
1.2 Elect Director Jay S. Skyler Management For For
2 Ratify Ernst & Young LLP as Auditors Management For For
 
ARAVIVE, INC.
MEETING DATE:  SEP 14, 2020
TICKER:  ARAV       SECURITY ID:  03890D108
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Gail McIntyre Management For For
1.2 Elect Director Eric Zhang 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
4 Advisory Vote on Say on Pay Frequency Management One Year One Year
 
ARCTURUS THERAPEUTICS HOLDINGS INC.
MEETING DATE:  NOV 10, 2020
TICKER:  ARCT       SECURITY ID:  03969T109
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1 Increase Authorized Common Stock Management For For
2 Adjourn Meeting Management For For
 
ARCTURUS THERAPEUTICS HOLDINGS INC.
MEETING DATE:  JUN 18, 2021
TICKER:  ARCT       SECURITY ID:  03969T109
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Peter C. Farrell Management For For
1.2 Elect Director Joseph E. Payne Management For For
1.3 Elect Director Andy Sassine Management For For
1.4 Elect Director James Barlow Management For For
1.5 Elect Director Edward W. Holmes Management For For
1.6 Elect Director Magda Marquet Management For For
1.7 Elect Director Karah Parschauer Management For For
2 Ratify Ernst & Young LLP as Auditors Management For For
 
ARCUS BIOSCIENCES, INC.
MEETING DATE:  JUN 03, 2021
TICKER:  RCUS       SECURITY ID:  03969F109
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Terry Rosen Management For For
1b Elect Director Kathryn Falberg Management For For
1c Elect Director Jennifer Jarrett Management For For
1d Elect Director Michael Quigley 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
 
ARCUTIS BIOTHERAPEUTICS, INC.
MEETING DATE:  JUN 09, 2021
TICKER:  ARQT       SECURITY ID:  03969K108
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Terrie Curran Management For For
1b Elect Director Halley Gilbert Management For For
1c Elect Director Ricky Sun Management For For
2 Ratify Ernst & Young LLP as Auditors Management For For
 
ARDELYX, INC.
MEETING DATE:  JUN 16, 2021
TICKER:  ARDX       SECURITY ID:  039697107
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director William Bertrand, Jr. Management For For
1.2 Elect Director Onaiza Cadoret-Manier Management For For
1.3 Elect Director Jan Lundberg 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
 
ARENA PHARMACEUTICALS, INC.
MEETING DATE:  JUN 11, 2021
TICKER:  ARNA       SECURITY ID:  040047607
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Jayson Dallas Management For For
1.2 Elect Director Oliver Fetzer Management For For
1.3 Elect Director Kieran T. Gallahue Management For For
1.4 Elect Director Jennifer Jarrett Management For For
1.5 Elect Director Katharine Knobil Management For For
1.6 Elect Director Amit D. Munshi Management For For
1.7 Elect Director Garry A. Neil Management For For
1.8 Elect Director Tina S. Nova Management For For
1.9 Elect Director Nawal Ouzren Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Approve Omnibus Stock Plan Management For Against
4 Ratify KPMG LLP as Auditors Management For For
 
ARGENX SE
MEETING DATE:  MAY 11, 2021
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 Adopt Remuneration Policy Management For For
4 Approve Remuneration Report Management For For
5.a Discuss Annual Report for FY 2020 Management None None
5.b Adopt Financial Statements and Statutory Reports Management For For
5.c Discussion on Company's Corporate Governance Structure Management None None
5.d Approve Allocation of Losses to the Retained Earnings of the Company Management For For
5.e Approve Discharge of Directors Management For For
6 Elect Yvonne Greenstreet as Non-Executive Director Management For For
7 Reelect Anthony Rosenberg as Non-Executive Director Management For For
8 Grant Board Authority to Issue Shares Up To 10 Percent of Issued Capital and Exclude Pre-emptive Rights Management For For
9 Ratify Deloitte Accountants B.V. as Auditors Management For For
10 Other Business (Non-Voting) Management None None
11 Close Meeting Management None None
 
ARIX BIOSCIENCE PLC
MEETING DATE:  JUN 14, 2021
TICKER:  ARIX       SECURITY ID:  G0477B102
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 Re-elect Giles Kerr as Director Management For For
4 Elect Peregrine Moncreiffe as Director Management For For
5 Elect Maureen O'Connell as Director Management For Against
6 Elect Isaac Kohlberg as Director Management For Against
7 Elect Robert Lyne as Director Management For Against
8 Appoint BDO LLP as Auditors Management For For
9 Authorise the Audit and Risk Committee to Fix Remuneration of Auditors Management For For
10 Authorise Issue of Equity Management For For
11 Authorise Issue of Equity without Pre-emptive Rights Management For For
12 Authorise Issue of Equity without Pre-emptive Rights in Connection with an Acquisition or Other Capital Investment Management For For
13 Authorise Market Purchase of Ordinary Shares Management For For
14 Authorise the Company to Call General Meeting with Two Weeks' Notice Management For For
 
ARROWHEAD PHARMACEUTICALS, INC.
MEETING DATE:  MAR 18, 2021
TICKER:  ARWR       SECURITY ID:  04280A100
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Christopher Anzalone Management For For
1.2 Elect Director Marianne De Backer Management For For
1.3 Elect Director Mauro Ferrari Management For For
1.4 Elect Director Douglass Given Management For For
1.5 Elect Director Oye Olukotun Management For For
1.6 Elect Director Michael S. Perry Management For For
1.7 Elect Director William Waddill Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Approve Omnibus Stock Plan Management For For
4 Ratify Rose, Snyder & Jacobs LLP as Auditors Management For For
 
ARVINAS, INC.
MEETING DATE:  JUN 08, 2021
TICKER:  ARVN       SECURITY ID:  04335A105
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Wendy Dixon Management For For
1.2 Elect Director Edward Kennedy, Jr. Management For For
1.3 Elect Director Bradley Margus Management For For
1.4 Elect Director Briggs Morrison 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
 
ARYA SCIENCES ACQUISITION CORP. III
MEETING DATE:  JUN 08, 2021
TICKER:  ARYA       SECURITY ID:  G3166W106
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1 Approve SPAC Transaction Management For For
2 Change State of Incorporation to Delaware Management For For
3 Adopt New Certificate of Incorporation Management For For
4 Approve Change in Authorized Capital Stock Management For Against
5 Approve Issue Preferred Stock Without Stockholder Consent Management For Against
6 Eliminate Right to Act by Written Consent Management For Against
7 Amend New Certificate of Incorporation Management For Against
8 Approve Issuance of Shares for a Private Placement Management For For
9 Approve Omnibus Stock Plan Management For Against
10 Approve Employee Stock Purchase Plan; Approve Issuance of X Shares for Plan Management For For
11 Adjourn Meeting Management For For
 
ASCENDIS PHARMA A/S
MEETING DATE:  MAY 28, 2021
TICKER:  ASND       SECURITY ID:  04351P101
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1 Elect Chairman of Meeting Management For For
2 Receive 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
5a Reelect James I Healy as Director Management For For
5b Reelect Jan Moller Mikkelsen as Director Management For For
5c Reelect Lisa Morrison as Director Management For For
6 Ratify Deloitte as Auditors Management For For
7a Approve Creation of DKK 9 Million Pool of Capital without Preemptive Rights Management For For
7b Approve Warrant Plan Management For For
7c Authorize Share Repurchase Program Management For For
 
ATARA BIOTHERAPEUTICS, INC.
MEETING DATE:  JUN 08, 2021
TICKER:  ATRA       SECURITY ID:  046513107
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Eric L. Dobmeier Management For For
1.2 Elect Director William K. Heiden Management For For
1.3 Elect Director Beth Seidenberg 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
 
ATEA PHARMACEUTICALS, INC.
MEETING DATE:  JUN 18, 2021
TICKER:  AVIR       SECURITY ID:  04683R106
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Jean-Pierre Sommadossi Management For For
1.2 Elect Director Franklin Berger Management For For
2 Ratify KPMG LLP as Auditors Management For For
 
ATRECA, INC.
MEETING DATE:  JUN 09, 2021
TICKER:  BCEL       SECURITY ID:  04965G109
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Brian Atwood Management For For
1.2 Elect Director William H. Robinson Management For For
1.3 Elect Director Tito A. Serafini Management For For
2 Ratify OUM & Co. LLP as Auditors Management For For
 
ATYR PHARMA, INC.
MEETING DATE:  APR 28, 2021
TICKER:  LIFE       SECURITY ID:  002120202
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Svetlana Lucas Management For For
1.2 Elect Director Sanjay S. Shukla 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 Increase Authorized Common Stock Management For For
7 Adjourn Meeting Management For For
 
AURINIA PHARMACEUTICALS INC.
MEETING DATE:  JUN 07, 2021
TICKER:  AUP       SECURITY ID:  05156V102
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1 Fix Number of Directors at Eight Management For For
2.1 Elect Director George M. Milne, Jr. Management For For
2.2 Elect Director Peter Greenleaf Management For For
2.3 Elect Director David R. W. Jayne Management For For
2.4 Elect Director Joseph P. Hagan Management For For
2.5 Elect Director Daniel G. Billen Management For For
2.6 Elect Director R. Hector MacKay-Dunn Management For For
2.7 Elect Director Jill Leversage Management For For
2.8 Elect Director Timothy P. Walbert Management For For
3 Ratify PricewaterhouseCoopers 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 Amend Omnibus Stock Plan Management For Against
7 Approve Qualified Employee Stock Purchase Plan Management For For
8 Amend By-Law No. 2 Management For For
 
AUTOLUS THERAPEUTICS PLC
MEETING DATE:  JUN 18, 2021
TICKER:  AUTL       SECURITY ID:  05280R100
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 Reappoint Ernst & Young LLP as Auditors and Authorise Their Remuneration Management For For
4 Elect Director Linda Bain Management For For
5 Elect Director Cynthia Butitta Management For For
6 Elect Director Christian Itin Management For For
 
AVIDITY BIOSCIENCES, INC.
MEETING DATE:  JUN 16, 2021
TICKER:  RNA       SECURITY ID:  05370A108
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Carsten Boess Management For For
1.2 Elect Director Sarah Boyce Management For For
1.3 Elect Director Troy Wilson Management For For
2 Ratify BDO USA, LLP as Auditors Management For For
 
AVROBIO, INC.
MEETING DATE:  JUN 10, 2021
TICKER:  AVRO       SECURITY ID:  05455M100
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Bruce Booth Management For For
1.2 Elect Director Phillip B. Donenberg Management For For
1.3 Elect Director Geoff MacKay Management For For
2 Ratify Ernst & Young LLP as Auditors Management For For
 
AXCELLA HEALTH INC.
MEETING DATE:  MAY 20, 2021
TICKER:  AXLA       SECURITY ID:  05454B105
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Gregory Behar Management For For
1.2 Elect Director Gary Pisano Management For For
1.3 Elect Director Cristina M. Rondinone Management For For
1.4 Elect Director Shreeram Aradhye Management For For
2 Ratify Deloitte & Touche LLP as Auditors Management For For
 
AXSOME THERAPEUTICS, INC.
MEETING DATE:  JUN 04, 2021
TICKER:  AXSM       SECURITY ID:  05464T104
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Herriot Tabuteau Management For Withhold
1.2 Elect Director Mark Coleman Management For Withhold
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
 
BEIGENE, LTD.
MEETING DATE:  JUN 16, 2021
TICKER:  6160       SECURITY ID:  07725L102
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1 Elect Director Donald W. Glazer Management For Against
2 Elect Director Michael Goller Management For For
3 Elect Director Thomas Malley Management For For
4 Elect Director Corazon (Corsee) D. Sanders Management For For
5 Ratify Ernst & Young Hua Ming LLP and Ernst & Young as Auditors Management For For
6 Authorize the Board of Directors to Issue, Allot, or Deal with Unissued Ordinary Shares and/or American Depositary Shares Management For For
7 Approve Connected Person Placing Authorization I Management For For
8 Approve Connected Person Placing Authorization IA Management For For
9 Approve Connected Person Placing Authorization II Management For For
10 Approve Connected Person Placing Authorization IIA Management For For
11 Approve Direct Purchase Option Management For For
12 Approve Grant of Restricted Shares Unit to John V. Oyler Management For For
13 Approve Grant of Restricted Shares Unit to Xiaodong Wang Management For For
14 Approve Grant of Restricted Shares Unit to Other Non-Executive and Independent Non-Executive Directors Management For For
15 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
16 Amend Articles Management For For
17 Adjourn Meeting Management For Against
 
BERKELEY LIGHTS, INC.
MEETING DATE:  MAY 14, 2021
TICKER:  BLI       SECURITY ID:  084310101
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Gregory Lucier Management For For
1.2 Elect Director Elizabeth Nelson Management For For
2 Ratify KPMG LLP as Auditors Management For For
 
BICYCLE THERAPEUTICS PLC
MEETING DATE:  JUN 28, 2021
TICKER:  BCYC       SECURITY ID:  088786108
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1 Elect Director Kevin Lee Management For For
2 Elect Director Jose-Carlos Gutierrez-Ramos Management For For
3 Ratify PricewaterhouseCoopers LLP as U.S. Independent Registered Public Accounting Firm Management For For
4 Ratify PricewaterhouseCoopers LLP as UK Statutory Auditors Management For For
5 Authorise Board to Fix Remuneration of Auditors Management For For
6 Accept Financial Statements and Statutory Reports Management For For
7 Approve Remuneration Report Management For For
8 Authorise Issuance of Equity Management For For
9 Authorise Issue of Equity without Pre-emptive Rights Management For For
 
BIOATLA, INC.
MEETING DATE:  JUN 15, 2021
TICKER:  BCAB       SECURITY ID:  09077B104
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Sylvia McBrinn Management For For
1.2 Elect Director Guy Levy Management For For
2 Ratify Ernst & Young LLP as Auditors Management For For
 
BIOCRYST PHARMACEUTICALS, INC.
MEETING DATE:  MAY 25, 2021
TICKER:  BCRX       SECURITY ID:  09058V103
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Nancy J. Hutson Management For For
1.2 Elect Director Robert A. Ingram 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
5 Amend Qualified Employee Stock Purchase Plan Management For For
 
BIOGEN INC.
MEETING DATE:  JUN 02, 2021
TICKER:  BIIB       SECURITY ID:  09062X103
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Alexander J. Denner Management For For
1b Elect Director Caroline D. Dorsa Management For For
1c Elect Director Maria C. Freire Management For For
1d Elect Director William A. Hawkins Management For For
1e Elect Director William D. Jones Management For For
1f Elect Director Nancy L. Leaming Management For For
1g Elect Director Jesus B. Mantas Management For For
1h Elect Director Richard C. Mulligan Management For For
1i Elect Director Stelios Papadopoulos Management For For
1j Elect Director Brian S. Posner Management For For
1k Elect Director Eric K. Rowinsky Management For For
1l Elect Director Stephen A. Sherwin Management For For
1m Elect Director Michel Vounatsos 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 Add Federal Forum Selection Provision Management For For
5 Report on Lobbying Payments and Policy Shareholder Against Against
6 Report on Gender Pay Gap Shareholder Against For
 
BIOHAVEN PHARMACEUTICAL HOLDING COMPANY LTD.
MEETING DATE:  MAY 05, 2021
TICKER:  BHVN       SECURITY ID:  G11196105
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Julia P. Gregory Management For For
1b Elect Director Michael T. Heffernan Management For For
1c Elect Director Robert J. Hugin 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
 
BIOMARIN PHARMACEUTICAL INC.
MEETING DATE:  MAY 25, 2021
TICKER:  BMRN       SECURITY ID:  09061G101
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Jean-Jacques Bienaime Management For For
1.2 Elect Director Elizabeth McKee Anderson Management For For
1.3 Elect Director Willard Dere Management For For
1.4 Elect Director Michael Grey Management For For
1.5 Elect Director Elaine J. Heron Management For For
1.6 Elect Director Maykin Ho Management For For
1.7 Elect Director Robert J. Hombach Management For For
1.8 Elect Director V. Bryan Lawlis Management For For
1.9 Elect Director Richard A. Meier Management For For
1.10 Elect Director David E.I. Pyott Management For For
1.11 Elect Director Dennis J. Slamon 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
 
BIONTECH SE
MEETING DATE:  JUN 22, 2021
TICKER:  BNTX       SECURITY ID:  09075V102
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1 Receive Financial Statements and Statutory Reports for Fiscal Year 2020 (Non-Voting) Management None None
2 Approve Discharge of Management Board for Fiscal Year 2020 Management For For
3 Approve Discharge of Supervisory Board for Fiscal Year 2020 Management For For
4 Ratify Ernst & Young GmbH as Auditors for Fiscal Year 2021 Management For For
5 Approve Creation of EUR 123.2 Million Pool of Capital with Partial Exclusion of Preemptive Rights Management For For
6 Amend Stock Option Plan 2017/2019 Management For For
7 Approve Stock Option Plan for Key Employees; Approve Creation of EUR 8.4 Million Pool of Conditional Capital to Guarantee Conversion Rights Management For For
8 Amend 2019 Resolution on the Repurchase and Reissuance of Shares Management For For
9 Amend 2019 Resolution on the Repurchase and Reissuance of Shares Management For For
10 Approve Remuneration Policy Management For For
11 Approve Remuneration of Supervisory Board Management For For
12 Cancel Affiliation Agreement with JPT Peptide Technologies GmbH Management For For
13.a Approve Affiliation Agreements with JPT Peptide Technologies GmbH Management For For
13.b Approve Affiliation Agreements with BioNTech Manufacturing Marburg GmbH Management For For
13.c Approve Affiliation Agreements with reSano GmbH Management For For
 
BIOXCEL THERAPEUTICS, INC.
MEETING DATE:  JUN 11, 2021
TICKER:  BTAI       SECURITY ID:  09075P105
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Vimal Mehta Management For Withhold
1.2 Elect Director Peter Mueller Management For Withhold
2 Ratify Ernst & Young LLP as Auditors Management For For
3 Increase Authorized Common Stock Management For Against
4 Adjourn Meeting Management For Against
 
BLACK DIAMOND THERAPEUTICS, INC.
MEETING DATE:  JUN 18, 2021
TICKER:  BDTX       SECURITY ID:  09203E105
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Alexander Mayweg Management For Withhold
1.2 Elect Director Rajeev Shah Management For Withhold
1.3 Elect Director Robert A. Ingram Management For For
2 Ratify PricewaterhouseCoopers LLP as Auditors Management For For
 
BLUEBIRD BIO, INC.
MEETING DATE:  JUN 15, 2021
TICKER:  BLUE       SECURITY ID:  09609G100
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director John O. Agwunobi Management For For
1b Elect Director Daniel S. Lynch Management For For
1c Elect Director William R. Sellers 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 Qualified Employee Stock Purchase Plan Management For For
5 Ratify Ernst & Young LLP as Auditors Management For For
 
BLUEPRINT MEDICINES CORPORATION
MEETING DATE:  JUN 02, 2021
TICKER:  BPMC       SECURITY ID:  09627Y109
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director George D. Demetri Management For For
1.2 Elect Director Lynn Seely 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
 
BRIDGEBIO PHARMA, INC.
MEETING DATE:  JAN 19, 2021
TICKER:  BBIO       SECURITY ID:  10806X102
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1 Issue Shares in Connection with the Merger Management For For
2 Adjourn Meeting Management For For
 
BRIDGEBIO PHARMA, INC.
MEETING DATE:  JUN 17, 2021
TICKER:  BBIO       SECURITY ID:  10806X102
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Eric Aguiar Management For For
1.2 Elect Director Ali Satvat Management For Withhold
1.3 Elect Director Jennifer E. Cook 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
 
BRUKER CORPORATION
MEETING DATE:  JUN 04, 2021
TICKER:  BRKR       SECURITY ID:  116794108
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director William A. Linton Management For For
1.2 Elect Director Adelene Q. Perkins Management For For
1.3 Elect Director Robert Rosenthal Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Ratify PricewaterhouseCoopers LLP as Auditors Management For For
 
C4 THERAPEUTICS, INC.
MEETING DATE:  JUN 15, 2021
TICKER:  CCCC       SECURITY ID:  12529R107
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Marc A. Cohen Management For For
1.2 Elect Director Kenneth C. Anderson Management For For
2 Ratify KPMG LLP as Auditors Management For For
 
CABALETTA BIO, INC.
MEETING DATE:  JUN 01, 2021
TICKER:  CABA       SECURITY ID:  12674W109
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Catherine Bollard Management For For
1.2 Elect Director Richard Henriques Management For For
2 Ratify Ernst & Young LLP as Auditors Management For For
 
CARDIFF ONCOLOGY, INC.
MEETING DATE:  JUN 10, 2021
TICKER:  CRDF       SECURITY ID:  14147L108
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director James O. Armitage Management For For
1.2 Elect Director John Brancaccio Management For For
1.3 Elect Director Mark Erlander Management For For
1.4 Elect Director Rodney S. Markin Management For For
1.5 Elect Director Mani Mohindru Management For For
1.6 Elect Director Gary W. Pace Management For For
1.7 Elect Director Renee P. Tannenbaum Management For For
1.8 Elect Director Lale White Management For For
2 Ratify BDO USA, LLP as Auditors Management For For
3 Approve Omnibus Stock Plan Management For Against
 
CAREDX, INC.
MEETING DATE:  JUN 15, 2021
TICKER:  CDNA       SECURITY ID:  14167L103
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director George W. Bickerstaff, III Management For For
1.2 Elect Director Grace E. Colon Management For For
1.3 Elect Director Ralph Snyderman 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 Reduce Supermajority Vote Requirement Management For For
 
CELLDEX THERAPEUTICS, INC.
MEETING DATE:  JUN 17, 2021
TICKER:  CLDX       SECURITY ID:  15117B202
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Karen L. Shoos Management For For
1.2 Elect Director Anthony S. Marucci Management For For
1.3 Elect Director Keith L. Brownlie Management For For
1.4 Elect Director Herbert J. Conrad Management For For
1.5 Elect Director James J. Marino Management For For
1.6 Elect Director Harry H. Penner, Jr. Management For For
2 Ratify PricewaterhouseCoopers LLP as Auditors Management For For
3 Approve Omnibus Stock Plan Management For Against
4 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
 
CELLECTIS SA
MEETING DATE:  NOV 04, 2020
TICKER:  ALCLS       SECURITY ID:  15117K103
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1 Elect Jean-Pierre Garnier as Director Management For For
2 Amend Article 11 of Bylaws Re: Directors, Chairman of the Board, CEO and Vice-CEOs Age Limit Management For For
 
CELLECTIS SA
MEETING DATE:  JUN 01, 2021
TICKER:  ALCLS       SECURITY ID:  15117K103
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 Treatment of Losses Management For For
4 Approve Auditors' Special Report on Related-Party Transactions Management For For
5 Approve Remuneration of Directors in the Aggregate Amount of EUR 750,000 Management For For
6 Reelect Andre Choulika as Director Management For For
7 Reelect David Sourdive as Director Management For For
8 Reelect Alain-Paul Godard as Director Management For For
9 Authorize Repurchase of Up to 10 Percent of Issued Share Capital Management For For
10 Authorize Decrease in Share Capital via Cancellation of Repurchased Shares Management For For
11 Approve Issuance of Equity or Equity-Linked Securities Reserved for Specific Beneficiaries up to Aggregate Nominal Amount of EUR 681,822 Management For For
12 Approve Issuance of Equity or Equity-Linked Securities Reserved for Specific Beneficiaries, up to Aggregate Nominal Amount of EUR 681,822 Management For For
13 Approve Issuance of Equity or Equity-Linked Securities Reserved for Specific Beneficiaries, up to Aggregate Nominal Amount of EUR 681,822 Management For For
14 Approve Issuance of Equity or Equity-Linked Securities Reserved for Specific Beneficiaries in the Framework of an Equity Line up to Aggregate Nominal Amount of EUR 681,822 Management For For
15 Authorize Issuance of Equity or Equity-Linked Securities with Preemptive Rights up to Aggregate Nominal Amount of EUR 681,822 Management For For
16 Authorize Issuance of Equity or Equity-Linked Securities without Preemptive Rights up to Aggregate Nominal Amount of EUR 681,822 Management For For
17 Approve Issuance of Equity or Equity-Linked Securities for Private Placements, up to Aggregate Nominal Amount of EUR 681,822 Management For For
18 Authorize Board to Increase Capital in the Event of Additional Demand Related to Delegation Submitted to Shareholder Vote Above Management For For
19 Set Total Limit for Capital Increase to Result from Issuance Requests Under Items 11-18 at EUR 681,822 Management For For
20 Authorize Capitalization of Reserves of Up to EUR 2 Million for Bonus Issue or Increase in Par Value Management For For
21 Authorize up to 1,136,370 Shares for Use in Stock Option Plans Management For For
22 Authorize up to 10 Percent of Issued Capital for Use in Restricted Stock Plans Management For For
23 Set Total Limit for Capital Increase to Result from Issuance Requests Under Items 21-22 at EUR 1,136,370 Management For For
24 Amend Article 18 of Bylaws Re: Electronic Votes Management For For
25 Authorize Capital Issuances for Use in Employee Stock Purchase Plans Management Against Against
 
CEREVEL THERAPEUTICS HOLDINGS, INC.
MEETING DATE:  JUN 10, 2021
TICKER:  CERE       SECURITY ID:  15678U128
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director N. Anthony Coles Management For For
1.2 Elect Director Morris Birnbaum Management For For
1.3 Elect Director Christopher Gordon Management For For
2 Ratify Ernst & Young LLP as Auditors Management For For
 
CHEMOCENTRYX, INC.
MEETING DATE:  MAY 20, 2021
TICKER:  CCXI       SECURITY ID:  16383L106
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Thomas J. Schall Management For For
1b Elect Director Joseph M. Feczko Management For For
2 Ratify Ernst & Young LLP as Auditors Management For For
3 Amend Omnibus Stock Plan Management For For
4 Amend Qualified Employee Stock Purchase Plan Management For For
5 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
 
CHINOOK THERAPEUTICS, INC.
MEETING DATE:  JUN 04, 2021
TICKER:  KDNY       SECURITY ID:  00739L101
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Srinivas Akkaraju Management For For
1.2 Elect Director Dolca Thomas 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
 
CHINOOK THERAPEUTICS, INC.
MEETING DATE:  JUN 04, 2021
TICKER:  KDNY       SECURITY ID:  16961L106
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Srinivas Akkaraju Management For For
1.2 Elect Director Dolca Thomas 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
 
CLOVIS ONCOLOGY, INC.
MEETING DATE:  JUN 23, 2021
TICKER:  CLVS       SECURITY ID:  189464100
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Patrick J. Mahaffy Management For Withhold
1.2 Elect Director Robert W. Azelby Management For Withhold
1.3 Elect Director Thorlef Spickschen Management For Withhold
2 Increase Authorized Common Stock Management For For
3 Amend Omnibus Stock Plan Management For For
4 Approve Qualified Employee Stock Purchase Plan Management For For
5 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
6 Ratify Ernst & Young LLP as Auditors Management For For
 
CODIAK BIOSCIENCES, INC.
MEETING DATE:  JUN 18, 2021
TICKER:  CDAK       SECURITY ID:  192010106
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Steven Gillis Management For For
1b Elect Director Theo Melas-Kyriazi Management For For
1c Elect Director Douglas E. Williams Management For For
2 Ratify Ernst & Young LLP as Auditors Management For For
 
COHERUS BIOSCIENCES, INC.
MEETING DATE:  MAY 21, 2021
TICKER:  CHRS       SECURITY ID:  19249H103
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director V. Bryan Lawlis Management For For
1.2 Elect Director Kimberly J. Tzoumakas Management For For
1.3 Elect Director Alan C. Mendelson Management For For
2 Ratify Ernst & Young LLP as Auditors Management For For
 
CONSTELLATION PHARMACEUTICALS, INC.
MEETING DATE:  JUN 02, 2021
TICKER:  CNST       SECURITY ID:  210373106
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Scott N. Braunstein Management For For
1.2 Elect Director Mark A. Goldsmith Management For For
1.3 Elect Director Jigar Raythatha 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
 
CONTRAFECT CORPORATION
MEETING DATE:  MAY 18, 2021
TICKER:  CFRX       SECURITY ID:  212326300
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Lishan Aklog Management For For
1.2 Elect Director Sol J. Barer Management For Withhold
1.3 Elect Director Jane F. Barlow Management For For
1.4 Elect Director Steven C. Gilman Management For For
1.5 Elect Director David N. Low, Jr. Management For For
1.6 Elect Director Michael J. Otto Management For For
1.7 Elect Director Roger J. Pomerantz Management For For
1.8 Elect Director Cary W. Sucoff 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
 
CORCEPT THERAPEUTICS INCORPORATED
MEETING DATE:  MAY 26, 2021
TICKER:  CORT       SECURITY ID:  218352102
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Gregg Alton Management For For
1.2 Elect Director G. Leonard Baker, Jr. Management For For
1.3 Elect Director Joseph K. Belanoff Management For For
1.4 Elect Director Gillian M. Cannon Management For For
1.5 Elect Director David L. Mahoney Management For For
1.6 Elect Director Kimberly Park Management For For
1.7 Elect Director Daniel N. Swisher, Jr. Management For For
1.8 Elect Director James N. Wilson Management For For
2 Ratify Ernst & Young LLP as Auditors Management For For
 
CORTEXYME, INC.
MEETING DATE:  JUN 16, 2021
TICKER:  CRTX       SECURITY ID:  22053A107
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Stephen S. Dominy Management For For
1.2 Elect Director David A. Lamond 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
4 Advisory Vote on Say on Pay Frequency Management One Year One Year
 
CRINETICS PHARMACEUTICALS, INC.
MEETING DATE:  JUN 22, 2021
TICKER:  CRNX       SECURITY ID:  22663K107
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Camille Bedrosian Management For For
1.2 Elect Director Wendell Wierenga Management For For
2 Ratify BDO USA, LLP as Auditors Management For For
 
CRISPR THERAPEUTICS AG
MEETING DATE:  JUN 10, 2021
TICKER:  CRSP       SECURITY ID:  H17182108
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1 Accept Consolidated Financial Statements and Statutory Reports Management For For
2 Approve Treatment of Net Loss Management For For
3 Approve Discharge of Board and Senior Management Management For For
4a Reelect Director Rodger Novak Management For For
4b Reelect Director Samarth Kulkarni Management For For
4c Reelect Director Ali Behbahani Management For For
4d Reelect Director Bradley Bolzon Management For For
4e Reelect Director Simeon J. George Management For For
4f Reelect Director John T. Greene Management For For
4g Reelect Director Katherine A. High Management For For
4h Reelect Director Douglas A. Treco Management For For
4i Elect Director H Edward Fleming, Jr. Management For For
5a Reelect Ali Behbahani as Member of the Compensation Committee Management For For
5b Reelect Simeon J. George as Member of the Compensation Committee Management For For
5c Reelect John T. Greene as Member of the Compensation Committee Management For For
6a Approve Remuneration of Directors in the Amount of USD 507,000 Management For For
6b Approve Remuneration of Directors in the Amount of USD 11,738,100 Management For For
6c Approve Remuneration of Executive Committee in the Amount of USD 3,514,207 Management For For
6d Approve Remuneration of Executive Committee in the Amount of USD 2,693,933 Management For For
6e Approve Remuneration of Executive Committee in the Amount of USD 55,827,593 Management For For
7 Approve Increase in Conditional Share Capital for Employee Equity Plans Management For Against
8 Approve Increase in Size of Board Management For For
9 Approve CHF 1,179,509 Increase in Authorized Capital Management For For
10 Designate Marius Meier as Independent Proxy Management For For
11 Ratify Ernst & Young LLP as Auditor and Ernst & Young AG as Statutory Auditor Management For For
 
CULLINAN ONCOLOGY, INC.
MEETING DATE:  JUN 25, 2021
TICKER:  CGEM       SECURITY ID:  230031106
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Thomas Ebeling Management For For
1.2 Elect Director Morana Jovan-Embiricos Management For For
2 Ratify KPMG LLP as Auditors Management For For
 
CYCLERION THERAPEUTICS, INC.
MEETING DATE:  JUN 24, 2021
TICKER:  CYCN       SECURITY ID:  23255M105
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Kevin Churchwell Management For For
1.2 Elect Director George Conrades Management For For
1.3 Elect Director Marsha Fanucci Management For For
1.4 Elect Director Peter M. Hecht Management For For
1.5 Elect Director Ole Isacson Management For For
1.6 Elect Director Stephanie Lovell Management For For
1.7 Elect Director Terrance McGuire Management For For
1.8 Elect Director Michael Mendelsohn Management For For
1.9 Elect Director Errol De Souza Management For For
2 Ratify Ernst & Young LLP as Auditors Management For For
 
CYCLERION THERAPEUTICS, INC.
MEETING DATE:  JUN 24, 2021
TICKER:  CYCN       SECURITY ID:  EDE963000
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Kevin Churchwell Management For For
1.2 Elect Director George Conrades Management For For
1.3 Elect Director Marsha Fanucci Management For For
1.4 Elect Director Peter M. Hecht Management For For
1.5 Elect Director Ole Isacson Management For For
1.6 Elect Director Stephanie Lovell Management For For
1.7 Elect Director Terrance McGuire Management For For
1.8 Elect Director Michael Mendelsohn Management For For
1.9 Elect Director Errol De Souza Management For For
2 Ratify Ernst & Young LLP as Auditors Management For For
 
CYTOKINETICS, INCORPORATED
MEETING DATE:  MAY 12, 2021
TICKER:  CYTK       SECURITY ID:  23282W605
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Robert I. Blum Management For For
1.2 Elect Director Robert M. Califf Management For For
1.3 Elect Director Sandford D. Smith 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
 
CYTOMX THERAPEUTICS, INC.
MEETING DATE:  JUN 16, 2021
TICKER:  CTMX       SECURITY ID:  23284F105
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director James R. Meyers Management For For
1b Elect Director Halley Gilbert 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
 
CYTOMX THERAPEUTICS, INC.
MEETING DATE:  JUN 16, 2021
TICKER:  CTMX       SECURITY ID:  ADJ381000
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director James R. Meyers Management For For
1b Elect Director Halley Gilbert 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
 
DECIPHERA PHARMACEUTICALS, INC.
MEETING DATE:  JUN 23, 2021
TICKER:  DCPH       SECURITY ID:  24344T101
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director James A. Bristol Management For For
1.2 Elect Director Frank S. Friedman Management For For
1.3 Elect Director Ron Squarer 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
 
DENALI THERAPEUTICS INC.
MEETING DATE:  JUN 02, 2021
TICKER:  DNLI       SECURITY ID:  24823R105
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Douglas Cole Management For For
1.2 Elect Director Jay Flatley Management For For
1.3 Elect Director Marc Tessier-Lavigne Management For For
1.4 Elect Director Nancy A. Thornberry 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
 
DICERNA PHARMACEUTICALS, INC.
MEETING DATE:  JUN 03, 2021
TICKER:  DRNA       SECURITY ID:  253031108
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Douglas M. Fambrough, III Management For For
1b Elect Director J. Kevin Buchi Management For For
1c Elect Director Stephen Doberstein Management For For
1d Elect Director Martin Freed Management For For
1e Elect Director Patrick M. Gray Management For For
1f Elect Director Stephen J. Hoffman Management For For
1g Elect Director Adam M. Koppel Management For For
1h Elect Director Marc D. Kozin Management For For
1i Elect Director Cynthia Smith 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
 
DYNAVAX TECHNOLOGIES CORPORATION
MEETING DATE:  MAY 28, 2021
TICKER:  DVAX       SECURITY ID:  268158201
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Francis R. Cano Management For For
1.2 Elect Director Peter Paradiso Management For For
1.3 Elect Director Peggy V. Phillips Management For For
2 Amend Qualified Employee Stock Purchase 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
 
DYNE THERAPEUTICS, INC.
MEETING DATE:  MAY 26, 2021
TICKER:  DYN       SECURITY ID:  26818M108
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Lawrence Klein Management For For
1.2 Elect Director Catherine Stehman-Breen Management For For
2 Ratify Deloitte & Touche LLP as Auditors Management For For
 
EDITAS MEDICINE, INC.
MEETING DATE:  JUN 03, 2021
TICKER:  EDIT       SECURITY ID:  28106W103
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Meeta Chatterjee Management For For
1.2 Elect Director Andrew Hirsch 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
 
ELEDON PHARMACEUTICALS, INC.
MEETING DATE:  JUN 15, 2021
TICKER:  ELDN       SECURITY ID:  28617K101
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director June Lee Management For For
1.2 Elect Director Walter Ogier Management For For
1.3 Elect Director Steven Perrin Management For For
2 Ratify KMJ Corbin & Company LLP as Auditors Management For For
 
EMERGENT BIOSOLUTIONS INC.
MEETING DATE:  MAY 20, 2021
TICKER:  EBS       SECURITY ID:  29089Q105
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Jerome Hauer Management For For
1b Elect Director Robert Kramer Management For For
1c Elect Director Marvin White 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
 
EPIZYME, INC.
MEETING DATE:  JUN 11, 2021
TICKER:  EPZM       SECURITY ID:  29428V104
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Grant Bogle Management For For
1.2 Elect Director Kevin T. Conroy Management For Withhold
1.3 Elect Director Carl Goldfischer Management For Withhold
2 Ratify Ernst & Young LLP as Auditors Management For For
3 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
4 Increase Authorized Common Stock Management For For
 
EQUILLIUM, INC.
MEETING DATE:  MAY 26, 2021
TICKER:  EQ       SECURITY ID:  29446K106
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Daniel M. Bradbury Management For For
1.2 Elect Director Martha J. Demski Management For For
1.3 Elect Director Mark Pruzanski Management For For
2 Ratify KPMG LLP as Auditors Management For For
 
EVELO BIOSCIENCES, INC.
MEETING DATE:  JUN 08, 2021
TICKER:  EVLO       SECURITY ID:  299734103
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director David R. Epstein Management For For
1.2 Elect Director Balkrishan (Simba) Gill Management For For
1.3 Elect Director John A. Hohneker Management For For
2 Ratify Ernst & Young LLP as Auditors Management For For
 
EVOTEC SE
MEETING DATE:  JUN 15, 2021
TICKER:  EVT       SECURITY ID:  D1646D105
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1 Receive Financial Statements and Statutory Reports for Fiscal Year 2020 (Non-Voting) Management None None
2 Approve Discharge of Management Board for Fiscal Year 2020 Management For For
3 Approve Discharge of Supervisory Board for Fiscal Year 2020 Management For For
4 Ratify Ernst & Young GmbH as Auditors for Fiscal Year 2021 Management For For
5 Elect Constanze Ulmer-Eilfort to the Supervisory Board Management For For
6 Approve Creation of EUR 29.3 Million Pool of Capital without Preemptive Rights Management For For
7 Approve Remuneration of Supervisory Board Management For For
8 Approve Remuneration Policy Management For Against
 
EXACT SCIENCES CORPORATION
MEETING DATE:  JUL 23, 2020
TICKER:  EXAS       SECURITY ID:  30063P105
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Eli Casdin Management For For
1.2 Elect Director James E. Doyle Management For For
1.3 Elect Director Freda Lewis-Hall Management For For
1.4 Elect Director Kathleen G. 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 Increase Authorized Common Stock Management For For
 
EXACT SCIENCES CORPORATION
MEETING DATE:  JUN 30, 2021
TICKER:  EXAS       SECURITY ID:  30063P105
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Paul Clancy Management For For
1.2 Elect Director Pierre Jacquet Management For For
1.3 Elect Director Daniel Levangie Management For For
2 Ratify PricewaterhouseCoopers, LLP as Auditors Management For For
3 Advisory Vote to Ratify Named Executive Officers' Compensation Management For Against
 
EXELIXIS, INC.
MEETING DATE:  MAY 26, 2021
TICKER:  EXEL       SECURITY ID:  30161Q104
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Charles Cohen Management For For
1b Elect Director Carl B. Feldbaum Management For For
1c Elect Director Maria C. Freire Management For For
1d Elect Director Alan M. Garber Management For For
1e Elect Director Vincent T. Marchesi Management For For
1f Elect Director Michael M. Morrissey Management For For
1g Elect Director Stelios Papadopoulos Management For For
1h Elect Director George Poste Management For For
1i Elect Director Julie Anne Smith Management For For
1j Elect Director Lance Willsey Management For For
1k Elect Director Jack L. Wyszomierski Management For For
2 Ratify Ernst & Young LLP as Auditor Management For For
3 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
 
FATE THERAPEUTICS, INC.
MEETING DATE:  JUN 02, 2021
TICKER:  FATE       SECURITY ID:  31189P102
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Robert Hershberg Management For For
1.2 Elect Director Michael Lee Management For For
1.3 Elect Director William H. Rastetter 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 Increase Authorized Common Stock Management For For
 
FIBROGEN, INC.
MEETING DATE:  MAY 26, 2021
TICKER:  FGEN       SECURITY ID:  31572Q808
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director James A. Schoeneck Management For For
1b Elect Director Jeffrey W. Henderson Management For For
1c Elect Director Maykin Ho Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Ratify PricewaterhouseCoopers LLP as Auditors Management For For
 
FORMA THERAPEUTICS HOLDINGS, INC.
MEETING DATE:  JUN 17, 2021
TICKER:  FMTX       SECURITY ID:  34633R104
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Selwyn M. Vickers Management For For
1.2 Elect Director Wayne A.I. Frederick Management For For
2 Ratify Ernst & Young LLP as Auditors Management For For
 
FREQUENCY THERAPEUTICS, INC.
MEETING DATE:  JUN 17, 2021
TICKER:  FREQ       SECURITY ID:  35803L108
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Cynthia L. Feldmann Management For For
1.2 Elect Director Michael Huang Management For For
1.3 Elect Director Joel S. Marcus Management For For
2 Ratify RSM US LLP as Auditors Management For For
 
FULCRUM THERAPEUTICS, INC.
MEETING DATE:  JUN 09, 2021
TICKER:  FULC       SECURITY ID:  359616109
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director James J. Collins Management For For
1.2 Elect Director James Geraghty Management For For
1.3 Elect Director Bryan Stuart Management For For
2 Ratify Ernst & Young LLP as Auditors Management For For
 
FUSION PHARMACEUTICALS INC.
MEETING DATE:  JUN 04, 2021
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 Philina Lee Management For For
1.7 Elect Director Chau Q. Khuong 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
 
G1 THERAPEUTICS, INC.
MEETING DATE:  JUN 17, 2021
TICKER:  GTHX       SECURITY ID:  3621LQ109
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director John E. (Jack) Bailey, Jr. Management For For
1.2 Elect Director Willie A. Deese Management For For
1.3 Elect Director Cynthia L. Schwalm Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Ratify PricewaterhouseCoopers LLP as Auditors Management For For
 
GALAPAGOS NV
MEETING DATE:  APR 28, 2021
TICKER:  GLPG       SECURITY ID:  36315X101
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1 Receive Directors' and Auditors' Reports (Non-Voting) Management None None
2 Approve Financial Statements and Allocation of Income Management For For
3 Receive Auditors' Reports (Non-Voting) Management None None
4 Receive Consolidated Financial Statements and Statutory Reports (Non-Voting) Management None None
5 Approve Remuneration Report Management For Against
6 Approve Discharge of Directors and Auditors Management For For
7 Acknowledge Information on Auditors' Remuneration Management None None
8.1 Reelect Katrine Bosley as Independent Member of the Supervisory Board Management For For
8.2 Reelect Raj Parekh as Member of the Supervisory Board Management For For
 
GALECTO, INC.
MEETING DATE:  MAY 26, 2021
TICKER:  GLTO       SECURITY ID:  36322Q107
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Chau Q. Khuong Management For For
1.2 Elect Director Soren Moller Management For For
1.3 Elect Director Anne Prener Management For For
2 Ratify EY Godkendt Revisionspartnerselskab as Auditors Management For For
 
GAMIDA CELL LTD.
MEETING DATE:  SEP 10, 2020
TICKER:  GMDA       SECURITY ID:  M47364100
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.a Elect Kenneth I. Moch as Director Management For For
1.b Elect Michael S. Perry as Director Management For For
1.c Elect Nurit Benjamini as Director Management For For
2 Approve Amended Employment Terms of Julian Adams, CEO Management For For
3 Approve Amended Compensation Policy for the Directors and Officers of the Company Management For For
4 Approve Renewal of Insurance Policy to Directors/Officers Management For For
5 Approve an Amendment to Company's 2017 Share Incentive Plan Management For Against
6 Reappoint Kost Forer Gabbay & Kasierer as Auditors Management For For
7 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
 
GENERATION BIO CO.
MEETING DATE:  JUN 09, 2021
TICKER:  GBIO       SECURITY ID:  37148K100
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Jeffrey Jonas Management For For
1.2 Elect Director Geoff McDonough Management For For
1.3 Elect Director Donald Nicholson Management For For
2 Ratify Ernst & Young LLP as Auditors Management For For
 
GENMAB A/S
MEETING DATE:  APR 13, 2021
TICKER:  GMAB       SECURITY ID:  372303206
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1 Receive Report of Board Management None None
2 Accept Financial Statements and Statutory Reports; Approve Discharge of Management and Board Management For For
3 Approve Allocation of Income and Omission of Dividends Management For For
4 Approve Remuneration Report (Advisory Vote) Management For For
5.a Reelect Deirdre P. Connelly as Director Management For For
5.b Reelect Pernille Erenbjerg as Director Management For For
5.c Reelect Rolf Hoffmann as Director Management For For
5.d Reelect Paolo Paoletti as Director Management For For
5.e Reelect Jonathan Peacock as Director Management For For
5.f Reelect Anders Gersel Pedersen as Director Management For For
6 Ratify PricewaterhouseCoopers as Auditors Management For For
7.a Approve Remuneration of Directors in the Amount of DKK 1.2 Million for Chairman, DKK 900,000 for Vice Chairman, and DKK 600,000 for Other Directors (if item 7.b is Approved); Approve Remuneration for Committee Work; Approve Meeting Fees Management For For
7.b Amendment to Remuneration Policy for Board of Directors and Executive Management (base fee multiplier for Chair and Deputy Chair) Management For For
7.c Adoption of amended Remuneration Policy for Board of Directors and Executive Management (certain other changes) Management For For
7.d Authorize Share Repurchase Program Management For For
7.e Approve Creation of DKK 5.5 Million Pool of Capital with Preemptive Rights; Approve Creation of DKK 5.5 Million Pool of Capital without Preemptive Rights; Maximum Increase in Share Capital under Both Authorizations up to DKK 5.5 Million Management For For
7.f Approve Issuance of Warrants without Preemptive Rights; Approve Creation of DKK 750,000 Pool of Capital to Guarantee Conversion Rights Management For For
7.g Allow Shareholder Meetings to be Held by Electronic Means Only Management For For
8 Authorize Editorial Changes to Adopted Resolutions in Connection with Registration with Danish Authorities Management For For
9 Other Business Management None None
 
GERON CORPORATION
MEETING DATE:  MAY 11, 2021
TICKER:  GERN       SECURITY ID:  374163103
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director John A. Scarlett Management For For
1.2 Elect Director Robert J. Spiegel Management For For
2 Increase Authorized Common Stock Management For For
3 Amend Omnibus Stock Plan Management For Against
4 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
5 Ratify Ernst & Young LLP as Auditors Management For For
 
GILEAD SCIENCES, INC.
MEETING DATE:  MAY 12, 2021
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 Require Independent Board Chair Shareholder Against Against
 
GLOBAL BLOOD THERAPEUTICS, INC.
MEETING DATE:  JUN 17, 2021
TICKER:  GBT       SECURITY ID:  37890U108
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Scott W. Morrison Management For For
1.2 Elect Director Deval L. Patrick Management For For
1.3 Elect Director Mark L. Perry Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Ratify KPMG LLP as Auditors Management For For
 
GOSSAMER BIO, INC.
MEETING DATE:  JUN 09, 2021
TICKER:  GOSS       SECURITY ID:  38341P102
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Russell Cox Management For For
1.2 Elect Director Renee Gala 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
 
GRITSTONE ONCOLOGY, INC.
MEETING DATE:  JUN 18, 2021
TICKER:  GRTS       SECURITY ID:  39868T105
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Steve Krognes Management For For
1.2 Elect Director Elaine Jones Management For For
2 Ratify Ernst & Young LLP as Auditors Management For For
 
GUARDANT HEALTH, INC.
MEETING DATE:  JUN 16, 2021
TICKER:  GH       SECURITY ID:  40131M109
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Helmy Eltoukhy Management For For
1b Elect Director AmirAli Talasaz Management For For
1c Elect Director Bahija Jallal 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
 
HALOZYME THERAPEUTICS, INC.
MEETING DATE:  MAY 05, 2021
TICKER:  HALO       SECURITY ID:  40637H109
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Jean-Pierre Bizzari Management For For
1.2 Elect Director James M. Daly Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Approve Omnibus Stock Plan Management For For
4 Approve Qualified Employee Stock Purchase Plan Management For For
5 Ratify Ernst & Young LLP as Auditors Management For For
 
HARMONY BIOSCIENCES HOLDINGS, INC.
MEETING DATE:  MAY 20, 2021
TICKER:  HRMY       SECURITY ID:  413197104
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Jeffrey S. Aronin Management For Withhold
1.2 Elect Director R. Mark Graf Management For For
1.3 Elect Director John C. Jacobs Management For Withhold
2 Ratify Deloitte & Touche LLP as Auditors Management For For
 
HERON THERAPEUTICS, INC.
MEETING DATE:  JUN 17, 2021
TICKER:  HRTX       SECURITY ID:  427746102
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Barry Quart Management For For
1b Elect Director Stephen Davis Management For For
1c Elect Director Craig Johnson Management For For
1d Elect Director Kimberly Manhard Management For For
1e Elect Director Christian Waage Management For For
2 Ratify OUM & Co. 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 Amend Qualified Employee Stock Purchase Plan Management For For
 
HOMOLOGY MEDICINES, INC.
MEETING DATE:  JUN 17, 2021
TICKER:  FIXX       SECURITY ID:  438083107
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Matthew R. Patterson Management For For
1.2 Elect Director Mary Thistle Management For For
1.3 Elect Director Arthur O. Tzianabos Management For For
2 Ratify Deloitte & Touche LLP as Auditors Management For For
 
HOOKIPA PHARMA INC.
MEETING DATE:  JUN 01, 2021
TICKER:  HOOK       SECURITY ID:  43906K100
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Jean-Charles Soria Management For For
1.2 Elect Director Michael A. Kelly Management For For
2 Ratify PwC Wirtschaftsprufung GmbH as Auditors Management For For
 
HORIZON THERAPEUTICS PUBLIC LIMITED COMPANY
MEETING DATE:  APR 29, 2021
TICKER:  HZNP       SECURITY ID:  G46188101
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director William F. Daniel Management For For
1b Elect Director H. Thomas Watkins Management For For
1c Elect Director Pascale Witz 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 Authorize Market Purchases or Overseas Market Purchases of Ordinary Shares Management For For
5 Amend Omnibus Stock Plan Management For For
 
IDEAYA BIOSCIENCES, INC.
MEETING DATE:  JUN 10, 2021
TICKER:  IDYA       SECURITY ID:  45166A102
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Timothy M. Shannon Management For For
1.2 Elect Director Terry J. Rosen Management For For
1.3 Elect Director Wendy L. Yarno Management For For
2 Ratify PricewaterhouseCoopers LLP as Auditors Management For For
 
IDORSIA LTD.
MEETING DATE:  MAY 12, 2021
TICKER:  IDIA       SECURITY ID:  H3879B109
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Accept Financial Statements and Statutory Reports Management For For
1.2 Approve Remuneration Report (Non-Binding) Management For For
2 Approve Treatment of Net Loss Management For For
3 Approve Discharge of Board and Senior Management Management For For
4 Approve Extension and Increase in Authorized Capital to CHF 3.2 Million without Preemptive Rights Management For For
5.1.1 Reelect Mathieu Simon as Director Management For For
5.1.2 Reelect Joern Aldag as Director Management For For
5.1.3 Reelect Jean-Paul Clozel as Director Management For For
5.1.4 Reelect Felix Ehrat as Director Management For For
5.1.5 Reelect Sandy Mahatme as Director Management For For
5.2.1 Elect Peter Kellogg as Director Management For For
5.2.2 Elect Srishti Gupta as Director Management For For
5.3 Reelect Mathieu Simon as Board Chairman Management For For
5.4.1 Appoint Mathieu Simon as Member of the Compensation Committee Management For For
5.4.2 Appoint Joern Aldag as Member of the Compensation Committee Management For For
5.4.3 Appoint Felix Ehrat as Member of the Compensation Committee Management For For
5.4.4 Appoint Srishti Gupta as Member of the Compensation Committee Management For For
6.1 Approve Remuneration of Directors in the Amount of CHF 1.3 Million Management For For
6.2 Approve Remuneration of Executive Committee in the Amount of CHF 15 Million Management For For
7 Designate BachmannPartner Sachwalter und Treuhand AG as Independent Proxy Management For For
8 Ratify Ernst & Young AG as Auditors Management For For
9 Transact Other Business (Voting) Management For Against
 
IGM BIOSCIENCES, INC.
MEETING DATE:  JUL 30, 2020
TICKER:  IGMS       SECURITY ID:  449585108
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1 Amend Qualified Employee Stock Purchase Plan Management For For
2 Amend Omnibus Stock Plan Management For Against
 
IGM BIOSCIENCES, INC.
MEETING DATE:  JUN 24, 2021
TICKER:  IGMS       SECURITY ID:  449585108
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Kathleen Behrens Management For For
1.2 Elect Director Michael Loberg Management For For
1.3 Elect Director Christina Teng Topsoe Management For For
2 Ratify Deloitte & Touche LLP as Auditors Management For For
3 Increase Authorized Common Stock Management For Against
 
IMARA INC.
MEETING DATE:  JUN 29, 2021
TICKER:  IMRA       SECURITY ID:  45249V107
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Edward R. Conner Management For For
1.2 Elect Director Carl Goldfischer Management For For
1.3 Elect Director Laura Williams Management For For
2 Ratify Ernst & Young LLP as Auditors Management For For
 
IMMUNIC, INC.
MEETING DATE:  JUN 10, 2021
TICKER:  IMUX       SECURITY ID:  4525EP101
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Daniel Vitt Management For For
1.2 Elect Director Duane Nash 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 Approve Qualified Employee Stock Purchase Plan Management For For
5 Ratify Baker Tilly Virchow Krause, LLP as Auditors Management For For
 
IMMUNOGEN, INC.
MEETING DATE:  JUN 16, 2021
TICKER:  IMGN       SECURITY ID:  45253H101
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1 Fix Number of Directors at Seven Management For For
2.1 Elect Director Stephen C. McCluski Management For For
2.2 Elect Director Richard J. Wallace Management For For
2.3 Elect Director Mark Goldberg Management For For
2.4 Elect Director Dean J. Mitchell Management For For
2.5 Elect Director Kristine Peterson Management For For
2.6 Elect Director Mark J. Enyedy Management For For
2.7 Elect Director Stuart A. Arbuckle Management For For
3 Amend Omnibus Stock Plan Management For Against
4 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
5 Ratify Ernst & Young LLP as Auditors Management For For
 
IMMUNOME, INC.
MEETING DATE:  MAY 27, 2021
TICKER:  IMNM       SECURITY ID:  45257U108
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director John L. LaMattina Management For Withhold
1.2 Elect Director Michael Rapoport (Mike Rapp) Management For Withhold
1.3 Elect Director Purnanand D. Sarma Management For Withhold
2 Ratify Deloitte & Touche LLP as Auditors Management For For
 
INCYTE CORPORATION
MEETING DATE:  MAY 26, 2021
TICKER:  INCY       SECURITY ID:  45337C102
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Julian C. Baker Management For For
1.2 Elect Director Jean-Jacques Bienaime Management For For
1.3 Elect Director Paul J. Clancy Management For For
1.4 Elect Director Wendy L. Dixon Management For For
1.5 Elect Director Jacqualyn A. Fouse Management For For
1.6 Elect Director Edmund P. Harrigan Management For For
1.7 Elect Director Katherine A. High Management For For
1.8 Elect Director Herve Hoppenot 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 Ernst & Young LLP as Auditors Management For For
 
INHIBIKASE THERAPEUTICS, INC.
MEETING DATE:  JUN 25, 2021
TICKER:  IKT       SECURITY ID:  45719W106
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1 Elect Director Milton H. Werner Management For For
2 Ratify CohnReznick LLP as Auditors Management For For
 
INHIBRX, INC.
MEETING DATE:  JUN 07, 2021
TICKER:  INBX       SECURITY ID:  45720L107
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1 Elect Director Jon Faiz Kayyem Management For For
2 Ratify BDO USA, LLP as Auditors Management For For
 
INOVIO PHARMACEUTICALS, INC.
MEETING DATE:  MAY 13, 2021
TICKER:  INO       SECURITY ID:  45773H201
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director J. Joseph Kim Management For For
1.2 Elect Director Simon X. Benito Management For For
1.3 Elect Director Ann C. Miller Management For For
1.4 Elect Director Jay P. Shepard Management For For
1.5 Elect Director David B. Weiner Management For For
1.6 Elect Director Wendy L. Yarno Management For For
1.7 Elect Director Lota S. Zoth 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
 
INOZYME PHARMA, INC.
MEETING DATE:  JUN 23, 2021
TICKER:  INZY       SECURITY ID:  45790W108
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Axel Bolte Management For For
1.2 Elect Director Robert Hopfner Management For For
1.3 Elect Director Edward Mathers Management For For
2 Ratify Ernst & Young LLP as Auditors Management For For
 
INSMED INCORPORATED
MEETING DATE:  MAY 12, 2021
TICKER:  INSM       SECURITY ID:  457669307
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director David R. Brennan Management For For
1.2 Elect Director Leo Lee Management For For
1.3 Elect Director Carol A. Schafer Management For For
1.4 Elect Director Melvin Sharoky 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
 
INTELLIA THERAPEUTICS, INC.
MEETING DATE:  JUN 23, 2021
TICKER:  NTLA       SECURITY ID:  45826J105
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Fred Cohen Management For For
1.2 Elect Director Jean-Francois Formela Management For For
1.3 Elect Director Frank Verwiel 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
 
INTERCEPT PHARMACEUTICALS, INC.
MEETING DATE:  MAY 27, 2021
TICKER:  ICPT       SECURITY ID:  45845P108
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Paolo Fundaro Management For For
1b Elect Director Jerome Durso Management For For
1c Elect Director Srinivas Akkaraju Management For For
1d Elect Director Luca Benatti Management For For
1e Elect Director Daniel Bradbury Management For For
1f Elect Director Keith Gottesdiener Management For For
1g Elect Director Nancy Miller-Rich Management For For
1h Elect Director Mark Pruzanski Management For For
1i Elect Director Dagmar Rosa-Bjorkeson Management For For
1j Elect Director Gino Santini Management For For
1k Elect Director Glenn Sblendorio Management For For
2 Approve Stock Option Exchange Program 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 Ratify KPMG LLP as Auditors Management For For
 
INTRA-CELLULAR THERAPIES, INC.
MEETING DATE:  JUN 21, 2021
TICKER:  ITCI       SECURITY ID:  46116X101
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Michael Rawlins Management For For
1.2 Elect Director Joel S. Marcus Management For For
2 Increase Authorized Common Stock 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
 
INVITAE CORPORATION
MEETING DATE:  JUN 07, 2021
TICKER:  NVTA       SECURITY ID:  46185L103
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Kimber D. Lockhart Management For For
1b Elect Director Chitra Nayak 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 Proxy Access Right Shareholder Against Against
5 Require a Majority Vote for the Election of Directors Shareholder Against Against
 
IONIS PHARMACEUTICALS, INC.
MEETING DATE:  JUN 02, 2021
TICKER:  IONS       SECURITY ID:  462222100
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Brett Monia Management For For
1.2 Elect Director Frederick T. Muto Management For For
1.3 Elect Director Peter N. Reikes 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
 
IOVANCE BIOTHERAPEUTICS, INC.
MEETING DATE:  JUN 11, 2021
TICKER:  IOVA       SECURITY ID:  462260100
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Iain Dukes Management For For
1.2 Elect Director Maria Fardis Management For For
1.3 Elect Director Athena Countouriotis Management For For
1.4 Elect Director Ryan Maynard Management For For
1.5 Elect Director Merrill A. McPeak Management For For
1.6 Elect Director Wayne P. Rothbaum Management For For
1.7 Elect Director Michael Weiser 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
 
ITEOS THERAPEUTICS, INC.
MEETING DATE:  JUN 16, 2021
TICKER:  ITOS       SECURITY ID:  46565G104
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Detlev Biniszkiewicz Management For Against
1b Elect Director Derek DiRocco Management For Against
2 Ratify Deloitte Bedrijfsrevisoren / Reviseurs d'Entreprises BV/SRL as Auditors Management For For
 
JOUNCE THERAPEUTICS, INC.
MEETING DATE:  JUN 18, 2021
TICKER:  JNCE       SECURITY ID:  481116101
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director J. Duncan Higgons Management For For
1.2 Elect Director Robert Iannone Management For For
1.3 Elect Director Luisa Salter-Cid Management For For
2 Ratify Ernst & Young LLP as Auditors Management For For
 
KALA PHARMACEUTICALS, INC.
MEETING DATE:  JUN 17, 2021
TICKER:  KALA       SECURITY ID:  483119103
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Andrew I. Koven Management For Withhold
1.2 Elect Director Gregory D. Perry Management For Withhold
2 Ratify Deloitte & Touche LLP as Auditors Management For For
 
KALEIDO BIOSCIENCES, INC.
MEETING DATE:  JUN 14, 2021
TICKER:  KLDO       SECURITY ID:  483347100
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Daniel L. Menichella Management For For
1.2 Elect Director Jean Mixer Management For For
1.3 Elect Director Anthony G. Quinn Management For For
2 Ratify Deloitte & Touche LLP as Auditors Management For For
 
KALVISTA PHARMACEUTICALS, INC.
MEETING DATE:  OCT 01, 2020
TICKER:  KALV       SECURITY ID:  483497103
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Daniel B. Soland Management For For
1.2 Elect Director Edward W. Unkart 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
 
KARUNA THERAPEUTICS, INC.
MEETING DATE:  JUN 16, 2021
TICKER:  KRTX       SECURITY ID:  48576A100
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Christopher J. Coughlin Management For For
1b Elect Director James Healy Management For For
1c Elect Director Jeffrey Jonas Management For For
2 Ratify KPMG LLP as Auditors Management For For
 
KARYOPHARM THERAPEUTICS INC.
MEETING DATE:  MAY 21, 2021
TICKER:  KPTI       SECURITY ID:  48576U106
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Deepika R. Pakianathan Management For For
1.2 Elect Director Richard Paulson Management For For
1.3 Elect Director Chen Schor 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
 
KEROS THERAPEUTICS, INC.
MEETING DATE:  JUN 01, 2021
TICKER:  KROS       SECURITY ID:  492327101
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Jasbir Seehra Management For For
1.2 Elect Director Nima Farzan Management For For
1.3 Elect Director Julius Knowles Management For For
2 Ratify Deloitte & Touche LLP as Auditors Management For For
 
KEZAR LIFE SCIENCES, INC.
MEETING DATE:  JUN 25, 2021
TICKER:  KZR       SECURITY ID:  49372L100
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Jean-Pierre Sommadossi Management For For
1b Elect Director John Fowler Management For For
1c Elect Director Christopher Kirk Management For For
2 Ratify KPMG LLP as Auditors Management For For
 
KINIKSA PHARMACEUTICALS, LTD.
MEETING DATE:  JUN 29, 2021
TICKER:  KNSA       SECURITY ID:  G5269C101
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Felix J. Baker Management For For
1b Elect Director Tracey L. McCain Management For For
1c Elect Director Kimberly J. Popovits 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
 
KINNATE BIOPHARMA, INC.
MEETING DATE:  JUN 11, 2021
TICKER:  KNTE       SECURITY ID:  49705R105
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Carl Gordon Management For For
1.2 Elect Director Jim Tananbaum Management For For
2 Ratify KPMG LLP as Auditors Management For For
 
KINNATE BIOPHARMA, INC.
MEETING DATE:  JUN 11, 2021
TICKER:  KNTE       SECURITY ID:  GDB858000
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Carl Gordon Management For For
1.2 Elect Director Jim Tananbaum Management For For
2 Ratify KPMG LLP as Auditors Management For For
 
KODIAK SCIENCES INC.
MEETING DATE:  JUN 07, 2021
TICKER:  KOD       SECURITY ID:  50015M109
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Felix J. Baker Management For For
1.2 Elect Director Victor Perlroth 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
 
KRONOS BIO, INC.
MEETING DATE:  JUN 22, 2021
TICKER:  KRON       SECURITY ID:  50107A104
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Taiyin Yang Management For For
1.2 Elect Director Marianne De Backer Management For For
1.3 Elect Director Norbert Bischofberger Management For For
2 Ratify Ernst & Young LLP as Auditors Management For For
 
KRONOS BIO, INC.
MEETING DATE:  JUN 22, 2021
TICKER:  KRON       SECURITY ID:  HEC477000
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Taiyin Yang Management For For
1.2 Elect Director Marianne De Backer Management For For
1.3 Elect Director Norbert Bischofberger Management For For
2 Ratify Ernst & Young LLP as Auditors Management For For
 
KRYSTAL BIOTECH, INC.
MEETING DATE:  MAY 21, 2021
TICKER:  KRYS       SECURITY ID:  501147102
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Suma M. Krishnan Management For For
1.2 Elect Director Julian S. Gangolli Management For For
2 Ratify Mayer Hoffman McCann P.C. as Auditors Management For For
 
KURA ONCOLOGY, INC.
MEETING DATE:  JUN 22, 2021
TICKER:  KURA       SECURITY ID:  50127T109
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Troy E. Wilson Management For For
1.2 Elect Director Faheem Hasnain 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
 
KYMERA THERAPEUTICS, INC.
MEETING DATE:  JUN 16, 2021
TICKER:  KYMR       SECURITY ID:  501575104
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Pamela Esposito Management For For
1.2 Elect Director Gorjan Hrustanovic Management For For
1.3 Elect Director Donald W. Nicholson Management For For
2 Ratify Ernst & Young LLP as Auditors Management For For
 
LEGEND BIOTECH CORP.
MEETING DATE:  JUN 09, 2021
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 Hua Ming LLP as Auditors Management For For
3 Elect Director Ye Wang Management For For
4 Elect Director Darren Xiaohui Ji Management For For
5 Authorize Board to Ratify and Execute Approved Resolutions Management For For
 
LEXICON PHARMACEUTICALS, INC.
MEETING DATE:  APR 29, 2021
TICKER:  LXRX       SECURITY ID:  528872302
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Philippe J. Amouyal Management For For
1.2 Elect Director Lonnel Coats Management For For
1.3 Elect Director Frank P. Palantoni Management For For
2 Amend Certificate of Incorporation Management For Against
3 Amend Non-Employee Director Omnibus Stock Plan Management For For
4 Advisory Vote to Ratify Named Executive Officers' Compensation Management For Against
5 Ratify Ernst & Young LLP as Auditors Management For For
 
LIGAND PHARMACEUTICALS INCORPORATED
MEETING DATE:  DEC 15, 2020
TICKER:  LGND       SECURITY ID:  53220K504
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1 Amend Omnibus Stock Plan Management For For
2 Adjourn Meeting Management For For
 
LIGAND PHARMACEUTICALS INCORPORATED
MEETING DATE:  JUN 04, 2021
TICKER:  LGND       SECURITY ID:  53220K504
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Jason M. Aryeh Management For For
1.2 Elect Director Sarah Boyce Management For For
1.3 Elect Director Todd C. Davis Management For For
1.4 Elect Director Nancy R. Gray Management For For
1.5 Elect Director John L. Higgins Management For For
1.6 Elect Director John W. Kozarich Management For For
1.7 Elect Director John L. LaMattina Management For For
1.8 Elect Director Sunil Patel Management For For
1.9 Elect Director Stephen L. Sabba 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
 
LOGICBIO THERAPEUTICS, INC.
MEETING DATE:  JUN 11, 2021
TICKER:  LOGC       SECURITY ID:  54142F102
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Frederic Chereau Management For For
1.2 Elect Director Richard Moscicki Management For For
1.3 Elect Director Michael Wyzga Management For For
2 Ratify Deloitte & Touche LLP as Auditors Management For For
 
MACROGENICS, INC.
MEETING DATE:  MAY 13, 2021
TICKER:  MGNX       SECURITY ID:  556099109
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Kenneth Galbraith Management For For
1.2 Elect Director Scott Jackson Management For For
1.3 Elect Director David Stump 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
 
MADRIGAL PHARMACEUTICALS, INC.
MEETING DATE:  JUN 17, 2021
TICKER:  MDGL       SECURITY ID:  558868105
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Rebecca Taub Management For For
1.2 Elect Director Fred B. Craves Management For For
2 Amend Omnibus Stock Plan Management For For
3 Ratify PricewaterhouseCoopers LLP as Auditors Management For For
4 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
5 Other Business Management For Against
 
MANNKIND CORPORATION
MEETING DATE:  MAY 20, 2021
TICKER:  MNKD       SECURITY ID:  56400P706
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director James S. Shannon Management For For
1.2 Elect Director Michael E. Castagna Management For For
1.3 Elect Director Ronald J. Consiglio Management For For
1.4 Elect Director Michael A. Friedman Management For For
1.5 Elect Director Jennifer Grancio Management For For
1.6 Elect Director Anthony Hooper Management For For
1.7 Elect Director Sabrina Kay Management For For
1.8 Elect Director Kent Kresa Management For For
1.9 Elect Director Christine Mundkur 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
 
MARAVAI LIFESCIENCES HOLDINGS, INC.
MEETING DATE:  MAY 19, 2021
TICKER:  MRVI       SECURITY ID:  56600D107
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Carl Hull Management For For
1.2 Elect Director Benjamin Daverman Management For For
1.3 Elect Director Susannah Gray Management For For
1.4 Elect Director Constantine Mihas Management For For
2 Advisory Vote to Retain Classified Board Structure Management For Against
3 Advisory Vote to Retain Supermajority Vote Requirement to Amend Certificate of Incorporation and Bylaws Management For Against
4 Ratify Ernst & Young LLP as Auditors Management For For
 
MARINUS PHARMACEUTICALS, INC.
MEETING DATE:  MAY 26, 2021
TICKER:  MRNS       SECURITY ID:  56854Q200
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Charles Austin Management For For
1.2 Elect Director Michael R. Dougherty Management For For
1.3 Elect Director Elan Ezickson Management For For
2 Ratify Ernst & Young LLP as Auditors Management For For
3 Advisory Vote to Ratify Named Executive Officers' Compensation Management For Against
 
MEDAVAIL HOLDINGS, INC.
MEETING DATE:  JUN 29, 2021
TICKER:  MDVL       SECURITY ID:  554051920
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Ed Kilroy Management For For
1.2 Elect Director Gerard van Hamel Platerink Management For For
2 Ratify PricewaterhouseCoopers LLP as Auditors Management For For
3 Advisory Vote on Executive Compensation Approach Management For For
 
MERSANA THERAPEUTICS, INC.
MEETING DATE:  JUN 11, 2021
TICKER:  MRSN       SECURITY ID:  59045L106
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Willard H. Dere Management For For
1.2 Elect Director Martin H. Huber 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
 
MERUS N.V.
MEETING DATE:  MAY 28, 2021
TICKER:  MRUS       SECURITY ID:  N5749R100
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1 Adopt Financial Statements and Statutory Reports Management For For
2 Ratify KPMG Accountants N.V. as Auditors Management For For
3 Approve Discharge of Directors Management For For
4 Elect Maxine Gowen as Non-Executive Director Management For For
5 Authorize Repurchase of Up to 10 Percent of Issued Share Capital Management For For
6 Increase Authorized Common and Preferred Stock Management For Against
7 Amend Articles of Association to Add Federal Forum Selection Provision Management For For
 
METACRINE, INC.
MEETING DATE:  MAY 24, 2021
TICKER:  MTCR       SECURITY ID:  59101E103
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Preston Klassen Management For For
1.2 Elect Director Jeffrey Jonker Management For For
1.3 Elect Director John McHutchison Management For For
2 Ratify the Appointment of Julia Owens to Fill a Vacancy in Class III, to Hold Office Until 2023 Annual Meeting Management For For
3 Ratify Ernst & Young LLP as Auditors Management For For
 
MINERVA NEUROSCIENCES, INC.
MEETING DATE:  JUN 11, 2021
TICKER:  NERV       SECURITY ID:  603380106
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director William F. Doyle Management For For
1.2 Elect Director Hans Peter Hasler Management For For
2 Approve Stock Option Exchange Program Management For Against
3 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
4 Ratify Deloitte & Touche LLP as Auditors Management For For
 
MIRATI THERAPEUTICS, INC.
MEETING DATE:  MAY 12, 2021
TICKER:  MRTX       SECURITY ID:  60468T105
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Charles M. Baum Management For For
1.2 Elect Director Bruce L.A. Carter Management For For
1.3 Elect Director Julie M. Cherrington Management For For
1.4 Elect Director Aaron I. Davis Management For Withhold
1.5 Elect Director Henry J. Fuchs Management For For
1.6 Elect Director Michael Grey Management For For
1.7 Elect Director Faheem Hasnain Management For For
1.8 Elect Director Craig Johnson Management For For
1.9 Elect Director Maya Martinez-Davis Management For For
1.10 Elect Director Shalini Sharp 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
 
MIRUM PHARMACEUTICALS, INC.
MEETING DATE:  JUN 04, 2021
TICKER:  MIRM       SECURITY ID:  604749101
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Laurent Fischer Management For For
1.2 Elect Director Patrick Heron Management For For
1.3 Elect Director Niall O'Donnell Management For For
2 Ratify Ernst & Young LLP as Auditors Management For For
 
MODERNA, INC.
MEETING DATE:  APR 28, 2021
TICKER:  MRNA       SECURITY ID:  60770K107
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Robert Langer Management For For
1.2 Elect Director Elizabeth Nabel Management For For
1.3 Elect Director Elizabeth Tallett 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
 
MOLECULAR TEMPLATES, INC.
MEETING DATE:  JUN 03, 2021
TICKER:  MTEM       SECURITY ID:  608550109
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Jonathan Lanfear Management For For
1.2 Elect Director Scott Morenstein Management For For
1.3 Elect Director Corsee Sanders 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
 
MORPHIC HOLDING, INC.
MEETING DATE:  JUN 16, 2021
TICKER:  MORF       SECURITY ID:  61775R105
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Gustav Christensen Management For For
1.2 Elect Director Martin Edwards Management For For
1.3 Elect Director Susannah Gray Management For For
1.4 Elect Director Amir Nashat Management For Withhold
2 Ratify Ernst & Young LLP as Auditors Management For For
 
MYOVANT SCIENCES LTD.
MEETING DATE:  SEP 15, 2020
TICKER:  MYOV       SECURITY ID:  G637AM102
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Terrie Curran Management For Against
1b Elect Director Mark Guinan Management For For
1c Elect Director Adele Gulfo Management For For
1d Elect Director Hiroshi Nomura Management For For
1e Elect Director Myrtle Potter Management For For
1f Elect Director Kathleen Sebelius Management For Against
1g Elect Director Lynn Seely Management For For
2 Approve Ernst & Young LLP as Auditors and Authorize Board to Fix Their Remuneration Management For For
3 Advisory Vote to Ratify Named Executive Officers' Compensation Management For Against
 
NATERA, INC.
MEETING DATE:  MAY 25, 2021
TICKER:  NTRA       SECURITY ID:  632307104
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Roelof Botha Management For For
1.2 Elect Director Steven L. Chapman Management For For
1.3 Elect Director Todd Cozzens Management For For
1.4 Elect Director Matthew Rabinowitz 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
 
NEKTAR THERAPEUTICS
MEETING DATE:  JUN 10, 2021
TICKER:  NKTR       SECURITY ID:  640268108
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Jeff Ajer Management For For
1b Elect Director Robert B. Chess Management For For
1c Elect Director Roy A. Whitfield Management For For
2 Amend Omnibus Stock Plan Management For Against
3 Ratify Ernst & Young LLP as Auditors Management For For
4 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
 
NEUROCRINE BIOSCIENCES, INC.
MEETING DATE:  MAY 19, 2021
TICKER:  NBIX       SECURITY ID:  64125C109
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director William H. Rastetter Management For For
1.2 Elect Director George J. Morrow Management For For
1.3 Elect Director Leslie V. Norwalk 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
 
NEXTCURE, INC.
MEETING DATE:  JUN 24, 2021
TICKER:  NXTC       SECURITY ID:  65343E108
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Elaine V. Jones Management For For
1b Elect Director Chau Q. Khuong Management For For
2 Ratify Ernst & Young LLP as Auditors Management For For
 
NKARTA, INC.
MEETING DATE:  JUN 11, 2021
TICKER:  NKTX       SECURITY ID:  65487U108
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Tiba Aynechi Management For For
1.2 Elect Director Fouad Azzam Management For For
1.3 Elect Director Paul Hastings Management For For
2 Ratify Ernst & Young LLP as Auditors Management For For
 
NOVAVAX, INC.
MEETING DATE:  JUN 17, 2021
TICKER:  NVAX       SECURITY ID:  670002401
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Richard H. Douglas Management For For
1b Elect Director Margaret G. McGlynn Management For For
1c Elect Director David M. Mott 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 April 2020 Equity Awards Management For For
5 Ratify June 2020 Equity Awards Management For For
6 Ratify Ernst & Young LLP as Auditors Management For For
 
NOVOCURE LIMITED
MEETING DATE:  JUN 09, 2021
TICKER:  NVCR       SECURITY ID:  ADG927000
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 Sherilyn McCoy Management For For
1h Elect Director Timothy Scannell Management For For
1i 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
 
NUCANA PLC
MEETING DATE:  JUN 24, 2021
TICKER:  NCNA       SECURITY ID:  67022C106
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1 Elect Director Martin Mellish Management For For
2 Elect Director Adam George Management For For
3 Elect Director Andrew Kay Management For For
4 Elect Director Bali Muralidhar Management For For
5 Ratify Ernst & Young LLP as Auditor Management For For
6 Authorize Board to Fix Remuneration of Auditors Management For For
7 Accept Financial Statements and Statutory Reports Management For For
8 Approve Remuneration Report Management For For
9 Authorize Issue of Equity Management For For
10 Authorize Issue of Equity Management For For
11 Authorise Issue of Equity without Pre-emptive Rights Management For For
12 Authorise Issue of Equity without Pre-emptive Rights Management For For
 
NURIX THERAPEUTICS, INC.
MEETING DATE:  MAY 06, 2021
TICKER:  NRIX       SECURITY ID:  67080M103
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director David Lacey Management For For
1.2 Elect Director Julia P. Gregory Management For For
2 Ratify PricewaterhouseCoopers LLP as Auditors Management For For
 
OCULAR THERAPEUTIX, INC.
MEETING DATE:  JUN 18, 2021
TICKER:  OCUL       SECURITY ID:  67576A100
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Antony Mattessich Management For For
1.2 Elect Director Charles Warden Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For Against
3 Approve Omnibus Stock Plan Management For Against
4 Increase Authorized Common Stock Management For For
5 Ratify PricewaterhouseCoopers LLP as Auditors Management For For
 
OLEMA PHARMACEUTICALS, INC.
MEETING DATE:  JUN 08, 2021
TICKER:  OLMA       SECURITY ID:  68062P106
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Ian Clark Management For For
1.2 Elect Director Sandra J. Horning Management For For
1.3 Elect Director Gorjan Hrustanovic Management For For
2 Ratify Ernst & Young LLP as Auditors Management For For
 
OPKO HEALTH, INC.
MEETING DATE:  JUN 24, 2021
TICKER:  OPK       SECURITY ID:  68375N103
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Phillip Frost Management For For
1.2 Elect Director Jane H. Hsiao Management For For
1.3 Elect Director Steven D. Rubin Management For For
1.4 Elect Director Jon R. Cohen Management For For
1.5 Elect Director Robert S. Fishel Management For For
1.6 Elect Director Richard M. Krasno Management For For
1.7 Elect Director Prem A. Lachman Management For For
1.8 Elect Director Richard A. Lerner Management For For
1.9 Elect Director Roger J. Medel Management For For
1.10 Elect Director John A. Paganelli Management For For
1.11 Elect Director Richard C. Pfenniger, Jr. Management For For
1.12 Elect Director Alice Lin-Tsing Yu 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
 
OPTINOSE, INC.
MEETING DATE:  JUN 09, 2021
TICKER:  OPTN       SECURITY ID:  68404V100
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Peter K. Miller Management For For
1.2 Elect Director Tomas J. Heyman Management For For
2 Ratify Ernst & Young LLP as Auditors Management For For
 
ORAGENICS, INC.
MEETING DATE:  AUG 21, 2020
TICKER:  OGEN       SECURITY ID:  684023302
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Frederick W. Telling Management For For
1.2 Elect Director Alan F. Joslyn Management For For
1.3 Elect Director Robert C. Koski Management For For
1.4 Elect Director Charles L. Pope Management For For
1.5 Elect Director Alan W. Dunton Management For For
1.6 Elect Director Kimberly M. Murphy Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Approve Issuance of Common Stock Upon Exercise of NTI Transaction Warrants Management For For
4 Ratify Mayer Hoffman McCann P.C. as Auditors Management For For
 
ORIC PHARMACEUTICALS, INC.
MEETING DATE:  JUN 16, 2021
TICKER:  ORIC       SECURITY ID:  68622P109
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Richard Heyman Management For For
1.2 Elect Director Lori Kunkel Management For For
2 Ratify KPMG LLP as Auditors Management For For
 
PACIFIC BIOSCIENCES OF CALIFORNIA, INC.
MEETING DATE:  JUN 16, 2021
TICKER:  PACB       SECURITY ID:  69404D108
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Randy Livingston Management For For
1.2 Elect Director Marshall Mohr Management For For
1.3 Elect Director Hannah A. Valantine Management For For
2 Ratify Ernst & Young LLP as Auditors Management For For
 
PASSAGE BIO, INC.
MEETING DATE:  MAY 27, 2021
TICKER:  PASG       SECURITY ID:  702712100
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Bruce A. Goldsmith Management For For
1.2 Elect Director Derrell D. Porter Management For For
1.3 Elect Director Tadataka Yamada Management For For
2 Ratify KPMG LLP as Auditors Management For For
 
PHARVARIS NV
MEETING DATE:  JUN 29, 2021
TICKER:  PHVS       SECURITY ID:  N69605108
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 Adopt Financial Statements Management For For
4 Approve Discharge of Directors Management For For
5 Receive Explanation on Company's Reserves and Dividend Policy Management None None
6 Elect Viviane Monges as Non-Executive Director Management For For
7 Close Meeting Management None None
 
PLIANT THERAPEUTICS, INC.
MEETING DATE:  JUN 29, 2021
TICKER:  PLRX       SECURITY ID:  729139105
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Hoyoung Huh Management For For
1b Elect Director Neil Exter Management For For
1c Elect Director David Pyott Management For For
2 Ratify Deloitte & Touche LLP as Auditors Management For For
 
PMV PHARMACEUTICALS, INC.
MEETING DATE:  JUN 02, 2021
TICKER:  PMVP       SECURITY ID:  69353Y103
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Thilo Schroeder Management For For
1.2 Elect Director Peter Thompson Management For For
2 Ratify Ernst & Young LLP as Auditors Management For For
 
POSEIDA THERAPEUTICS, INC.
MEETING DATE:  JUN 16, 2021
TICKER:  PSTX       SECURITY ID:  73730P108
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1 Elect Director John P. Schmid Management For For
2 Ratify PricewaterhouseCoopers LLP as Auditors Management For For
 
POSEIDA THERAPEUTICS, INC.
MEETING DATE:  JUN 16, 2021
TICKER:  PSTX       SECURITY ID:  HAD232000
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1 Elect Director John P. Schmid Management For For
2 Ratify PricewaterhouseCoopers LLP as Auditors Management For For
 
PRAXIS PRECISION MEDICINES, INC.
MEETING DATE:  JUN 08, 2021
TICKER:  PRAX       SECURITY ID:  74006W108
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Dean Mitchell Management For For
2 Ratify Ernst & Young LLP as Auditors Management For For
 
PRECIPIO, INC.
MEETING DATE:  JUN 18, 2021
TICKER:  PRPO       SECURITY ID:  BIG915000
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Kathleen D. LaPorte Management For For
1.2 Elect Director Ron A. Andrews 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 Amend Omnibus Stock Plan Management For Against
5 Amend Omnibus Stock Plan Management For Against
6 Ratify Marcum LLP as Auditors Management For For
 
PRELUDE THERAPEUTICS INCORPORATED
MEETING DATE:  JUN 18, 2021
TICKER:  PRLD       SECURITY ID:  74065P101
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Paul A. Friedman Management For For
1.2 Elect Director David Bonita Management For For
2 Ratify Ernst & Young LLP as Auditors Management For For
 
PRELUDE THERAPEUTICS INCORPORATED
MEETING DATE:  JUN 18, 2021
TICKER:  PRLD       SECURITY ID:  HDG875000
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Paul A. Friedman Management For For
1.2 Elect Director David Bonita Management For For
2 Ratify Ernst & Young LLP as Auditors Management For For
 
PROQR THERAPEUTICS NV
MEETING DATE:  MAY 19, 2021
TICKER:  PRQR       SECURITY ID:  N71542109
Proposal No Proposal Proposed By Management Recommendation Vote Cast
4 Approve Financial Statements and Allocation of Income Management For For
5 Approve Discharge of Management Board Management For For
6 Approve Discharge of Supervisory Board Management For For
7 Reelect Antoine Benjamin Papiernik to Supervisory Board Management For For
8 Ratify KPMG Accountants N.V. as Auditors Management For For
9 Amend Article 21.4 of the Articles of Association Management For For
10 Amend Articles Re: Amend Authorized Share Capital Management For For
11 Amend Remuneration Policy for Supervisory Board Management For For
12 Grant Board Authority to Issue Shares Up To 15 Percent of Issued Capital and Exclude Pre-emptive Rights Management For For
13 Authorize Board to Repurchase Shares Management For For
 
PROTAGONIST THERAPEUTICS, INC.
MEETING DATE:  MAY 27, 2021
TICKER:  PTGX       SECURITY ID:  74366E102
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Sarah A. O'Dowd Management For For
1.2 Elect Director William D. Waddill Management For For
1.3 Elect Director Lewis T. "Rusty" Williams Management For For
2 Ratify Ernst & Young LLP as Auditors Management For For
 
PROTHENA CORPORATION PLC
MEETING DATE:  MAY 18, 2021
TICKER:  PRTA       SECURITY ID:  G72800108
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Richard T. Collier Management For For
1b Elect Director Shane M. Cooke Management For For
1c Elect Director K. Anders O. Harfstrand Management For For
2 Approve KPMG 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 Amend Omnibus Stock Plan Management For For
5 Approve Reduction in Capital and Creation of Distributable Reserves Management For For
 
PTC THERAPEUTICS, INC.
MEETING DATE:  JUN 08, 2021
TICKER:  PTCT       SECURITY ID:  69366J200
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Emma Reeve Management For For
1.2 Elect Director Michael Schmertzler Management For For
1.3 Elect Director Glenn D. Steele, Jr. Management For For
1.4 Elect Director Mary Smith Management For For
2 Increase Authorized Common Stock Management For For
3 Amend Qualified Employee Stock Purchase Plan 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
 
PULMONX CORPORATION
MEETING DATE:  MAY 20, 2021
TICKER:  LUNG       SECURITY ID:  745848101
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1 Elect Director Glendon E. French Management For For
2 Ratify BDO USA, LLP as Auditors Management For For
 
RADIUS HEALTH, INC.
MEETING DATE:  JUN 09, 2021
TICKER:  RDUS       SECURITY ID:  750469207
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Owen Hughes Management For For
1b Elect Director G. Kelly Martin 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
 
REATA PHARMACEUTICALS, INC.
MEETING DATE:  JUN 10, 2021
TICKER:  RETA       SECURITY ID:  75615P103
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director William D. McClellan, Jr. Management For For
1.2 Elect Director William E. Rose 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
 
REGENERON PHARMACEUTICALS, INC.
MEETING DATE:  JUN 11, 2021
TICKER:  REGN       SECURITY ID:  75886F107
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director N. Anthony Coles Management For For
1b Elect Director Arthur F. Ryan Management For For
1c Elect Director George L. Sing Management For For
1d Elect Director Marc Tessier-Lavigne Management For Against
2 Ratify PricewaterhouseCoopers LLP as Auditors Management For For
 
REGENXBIO INC.
MEETING DATE:  JUN 04, 2021
TICKER:  RGNX       SECURITY ID:  75901B107
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Luke M. Beshar Management For For
1.2 Elect Director Kenneth T. Mills Management For For
1.3 Elect Director David C. Stump 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 Add Federal Forum Selection Provision Management For For
 
RELAY THERAPEUTICS, INC.
MEETING DATE:  MAY 19, 2021
TICKER:  RLAY       SECURITY ID:  75943R102
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Sanjiv K. Patel Management For For
1.2 Elect Director Linda A. Hill Management For For
2 Ratify Ernst & Young LLP as Auditors Management For For
 
REPARE THERAPEUTICS, INC.
MEETING DATE:  MAY 13, 2021
TICKER:  RPTX       SECURITY ID:  760273102
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Jerel Davis Management For For
1.2 Elect Director Todd Foley Management For For
1.3 Elect Director Ann D. Rhoads Management For For
2 Ratify Ernst & Young LLP as Auditors Management For For
 
REPLIMUNE GROUP, INC.
MEETING DATE:  SEP 09, 2020
TICKER:  REPL       SECURITY ID:  76029N106
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Paolo Pucci Management For For
1.2 Elect Director Jason Rhodes Management For For
1.3 Elect Director Sander Slootweg Management For For
1.4 Elect Director Otello Stampacchia Management For For
2 Ratify PricewaterhouseCoopers LLP as Auditors Management For For
 
REVANCE THERAPEUTICS, INC.
MEETING DATE:  MAY 05, 2021
TICKER:  RVNC       SECURITY ID:  761330109
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Angus C. Russell Management For For
1.2 Elect Director Julian S. Gangolli Management For For
1.3 Elect Director Olivia C. Ware 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 Increase Authorized Common Stock Management For For
 
REVOLUTION MEDICINES, INC.
MEETING DATE:  JUN 22, 2021
TICKER:  RVMD       SECURITY ID:  76155X100
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Elizabeth McKee Anderson Management For For
1.2 Elect Director Neil Exter Management For For
1.3 Elect Director Flavia Borellini Management For For
2 Ratify PricewaterhouseCoopers LLP as Auditors Management For For
 
RHYTHM PHARMACEUTICALS, INC.
MEETING DATE:  JUN 09, 2021
TICKER:  RYTM       SECURITY ID:  76243J105
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Stuart A. Arbuckle Management For For
1.2 Elect Director Christophe R. Jean Management For For
1.3 Elect Director Lynn A. Tetrault Management For For
2 Ratify Ernst & Young 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
 
RIGEL PHARMACEUTICALS, INC.
MEETING DATE:  MAY 18, 2021
TICKER:  RIGL       SECURITY ID:  766559603
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Gregg A. Lapointe Management For For
1.2 Elect Director Brian L. Kotzin Management For For
1.3 Elect Director Gary A. Lyons Management For For
2 Amend Omnibus Stock Plan Management For For
3 Amend Qualified Employee Stock Purchase Plan Management For For
4 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
5 Ratify Ernst & Young LLP as Auditors Management For For
 
ROCKET PHARMACEUTICALS, INC.
MEETING DATE:  JUN 14, 2021
TICKER:  RCKT       SECURITY ID:  77313F106
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Roderick Wong Management For For
1b Elect Director Carsten Boess Management For For
1c Elect Director Pedro Granadillo Management For For
1d Elect Director Gotham Makker Management For For
1e Elect Director Gaurav Shah Management For For
1f Elect Director David P. Southwell Management For For
1g Elect Director Naveen Yalamanchi Management For For
1h Elect Director Elisabeth Bjork Management For For
2 Ratify EisnerAmper 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
 
RUBIUS THERAPEUTICS, INC.
MEETING DATE:  MAY 12, 2021
TICKER:  RUBY       SECURITY ID:  78116T103
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Pablo J. Cagnoni Management For For
1.2 Elect Director Francis Cuss Management For For
1.3 Elect Director Jonathan R. Symonds Management For For
2 Ratify PricewaterhouseCoopers LLP as Auditors Management For For
 
SAGE THERAPEUTICS, INC.
MEETING DATE:  JUN 10, 2021
TICKER:  SAGE       SECURITY ID:  78667J108
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Elizabeth (Liz) Barrett Management For For
1.2 Elect Director Geno Germano Management For For
1.3 Elect Director Steven Paul Management For Withhold
2 Ratify PricewaterhouseCoopers LLP as Auditors Management For For
3 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
 
SANGAMO THERAPEUTICS, INC.
MEETING DATE:  MAY 25, 2021
TICKER:  SGMO       SECURITY ID:  800677106
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Robert F. Carey Management For For
1.2 Elect Director Kenneth J. Hillan Management For For
1.3 Elect Director Alexander D. Macrae Management For For
1.4 Elect Director John H. Markels Management For For
1.5 Elect Director James R. Meyers Management For For
1.6 Elect Director H. Stewart Parker Management For For
1.7 Elect Director Saira Ramasastry Management For For
1.8 Elect Director Karen L. Smith Management For For
1.9 Elect Director Joseph S. Zakrzewski Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Approve Qualified Employee Stock Purchase Plan Management For For
4 Ratify Ernst & Young LLP as Auditors Management For For
 
SAREPTA THERAPEUTICS, INC.
MEETING DATE:  JUN 03, 2021
TICKER:  SRPT       SECURITY ID:  803607100
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Richard J. Barry Management For For
1.2 Elect Director M. Kathleen Behrens Management For For
1.3 Elect Director Claude Nicaise Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Ratify KPMG LLP as Auditors Management For For
 
SCHOLAR ROCK HOLDING CORPORATION
MEETING DATE:  MAY 27, 2021
TICKER:  SRRK       SECURITY ID:  80706P103
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Jeffrey S. Flier Management For For
1.2 Elect Director Amir Nashat Management For For
1.3 Elect Director Akshay Vaishnaw Management For For
2 Ratify Ernst & Young LLP as Auditors Management For For
 
SEAGEN INC.
MEETING DATE:  MAY 14, 2021
TICKER:  SGEN       SECURITY ID:  81181C104
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Felix J. Baker Management For For
1b Elect Director Clay B. Siegall Management For For
1c Elect Director Nancy A. Simonian Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Ratify PricewaterhouseCoopers LLP as Auditors Management For For
 
SEER, INC.
MEETING DATE:  JUN 16, 2021
TICKER:  SEER       SECURITY ID:  81578P106
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Catherine J. Friedman Management For For
1.2 Elect Director Omead Ostadan Management For For
1.3 Elect Director Mostafa Ronaghi Management For For
2 Ratify Deloitte & Touche LLP as Auditors Management For For
 
SEER, INC.
MEETING DATE:  JUN 16, 2021
TICKER:  SEER       SECURITY ID:  GJD267000
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Catherine J. Friedman Management For For
1.2 Elect Director Omead Ostadan Management For For
1.3 Elect Director Mostafa Ronaghi Management For For
2 Ratify Deloitte & Touche LLP as Auditors Management For For
 
SELECTA BIOSCIENCES, INC.
MEETING DATE:  JUN 18, 2021
TICKER:  SELB       SECURITY ID:  816212104
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Goran Ando Management For For
1.2 Elect Director Carrie S. Cox Management For For
1.3 Elect Director Aymeric Sallin Management For For
2 Ratify Ernst & Young LLP as Auditors Management For For
 
SENSORION SAS
MEETING DATE:  MAR 24, 2021
TICKER:  ALSEN       SECURITY ID:  F8312Z102
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1 Authorize up to 3 Million Shares for Use in Stock Option Plans Management For Against
2 Authorize Capital Issuances for Use in Employee Stock Purchase Plans Management For For
 
SENSORION SAS
MEETING DATE:  MAY 18, 2021
TICKER:  ALSEN       SECURITY ID:  F8312Z102
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1 Approve Financial Statements and Statutory Reports Management For For
2 Approve Treatment of Losses Management For For
3 Approve Auditors' Special Report on Related-Party Transactions Management For For
4 Ratify Appointment of Edwin Moses as Director Management For Against
5 Reelect Health Opportunities as Director Management For For
6 Authorize Repurchase of Up to 10 Percent of Issued Share Capital Management For Against
7 Authorize Decrease in Share Capital via Cancellation of Repurchased Shares Management For For
8 Authorize Issuance of Equity or Equity-Linked Securities without Preemptive Rights up to Aggregate Nominal Amount of EUR 4 Million Management For Against
9 Approve Issuance of Equity or Equity-Linked Securities for Private Placements, up to Aggregate Nominal Amount of EUR 4 Million Management For For
10 Authorize Issuance of Equity or Equity-Linked Securities with Preemptive Rights up to Aggregate Nominal Amount of EUR 4 Million Management For For
11 Authorize Board to Increase Capital in the Event of Additional Demand Related to Delegation Submitted to Shareholder Vote Above Management For Against
12 Set Total Limit for Capital Increase to Result from Issuance Requests Under Items 8-10 and 13 at EUR 4 Million Management For For
13 Approve Issuance of 1 Million Warrants (BSA 2021) without Preemptive Rights Reserved for Specific Benificiaries Management For For
14 Authorize Capital Issuances for Use in Employee Stock Purchase Plans Management For For
15 Authorize Filing of Required Documents/Other Formalities Management For For
 
SERES THERAPEUTICS, INC.
MEETING DATE:  JUN 16, 2021
TICKER:  MCRB       SECURITY ID:  81750R102
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Gregory Behar Management For For
1.2 Elect Director Paul R. Biondi Management For For
1.3 Elect Director Kurt C. Graves 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
 
SHATTUCK LABS, INC.
MEETING DATE:  JUN 08, 2021
TICKER:  STTK       SECURITY ID:  82024L103
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Tyler Brous Management For For
1.2 Elect Director Josiah Hornblower Management For For
1.3 Elect Director Michael Lee Management For For
2 Ratify KPMG LLP as Auditors Management For For
 
SIGILON THERAPEUTICS, INC.
MEETING DATE:  JUN 24, 2021
TICKER:  SGTX       SECURITY ID:  82657L107
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Eric Shaff Management For For
1.2 Elect Director Robert R. Ruffolo, Jr. Management For For
2 Ratify PricewaterhouseCoopers LLP as Auditors Management For For
 
SILVERBACK THERAPEUTICS, INC.
MEETING DATE:  JUN 04, 2021
TICKER:  SBTX       SECURITY ID:  82835W108
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Vickie L. Capps Management For For
1.2 Elect Director Robert Hershberg Management For For
1.3 Elect Director Maria Koehler Management For For
2 Ratify Ernst & Young LLP as Auditors Management For For
 
SILVERBACK THERAPEUTICS, INC.
MEETING DATE:  JUN 04, 2021
TICKER:  SBTX       SECURITY ID:  GJC052000
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Vickie L. Capps Management For For
1.2 Elect Director Robert Hershberg Management For For
1.3 Elect Director Maria Koehler Management For For
2 Ratify Ernst & Young LLP as Auditors Management For For
 
SOLID BIOSCIENCES INC.
MEETING DATE:  JUN 16, 2021
TICKER:  SLDB       SECURITY ID:  83422E105
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Martin Freed Management For For
1.2 Elect Director Ilan Ganot Management For For
1.3 Elect Director Georgia Keresty Management For For
1.4 Elect Director Ian F. Smith Management For For
2 Ratify PricewaterhouseCoopers LLP as Auditors Management For For
3 Amend Omnibus Stock Plan Management For For
4 Approve Qualified Employee Stock Purchase Plan Management For For
 
SPERO THERAPEUTICS, INC.
MEETING DATE:  OCT 27, 2020
TICKER:  SPRO       SECURITY ID:  84833T103
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Milind Deshpande Management For For
1.2 Elect Director Jean-Francois Formela Management For For
1.3 Elect Director Ankit Mahadevia Management For For
2 Ratify PricewaterhouseCoopers LLP as Auditors Management For For
 
SPRINGWORKS THERAPEUTICS, INC.
MEETING DATE:  MAY 20, 2021
TICKER:  SWTX       SECURITY ID:  85205L107
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Freda Lewis-Hall Management For For
1.2 Elect Director Jeffrey Schwartz 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
 
SPRUCE BIOSCIENCES, INC.
MEETING DATE:  MAY 20, 2021
TICKER:  SPRB       SECURITY ID:  85209E109
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Tiba Aynechi Management For For
1.2 Elect Director Niall O'Donnell Management For For
2 Ratify BDO USA, LLP as Auditors Management For For
 
STOKE THERAPEUTICS, INC.
MEETING DATE:  JUN 08, 2021
TICKER:  STOK       SECURITY ID:  86150R107
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Arthur A. Levin Management For For
1.2 Elect Director Jennifer C. Burstein Management For For
2 Ratify KPMG LLP as Auditors Management For For
 
SURFACE ONCOLOGY, INC.
MEETING DATE:  JUN 08, 2021
TICKER:  SURF       SECURITY ID:  86877M209
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Geoffrey McDonough Management For For
1.2 Elect Director Laurie D. Stelzer Management For For
1.3 Elect Director Elliott Sigal Management For For
2 Ratify PricewaterhouseCoopers LLP as Auditors Management For For
 
SUTRO BIOPHARMA, INC.
MEETING DATE:  JUN 03, 2021
TICKER:  STRO       SECURITY ID:  869367102
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Joseph M. Lobacki Management For For
1.2 Elect Director Daniel H. Petree Management For For
1.3 Elect Director Shalini Sharp Management For For
2 Ratify Ernst & Young LLP as Auditors Management For For
 
SYROS PHARMACEUTICALS, INC.
MEETING DATE:  JUN 08, 2021
TICKER:  SYRS       SECURITY ID:  87184Q107
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Srinivas Akkaraju Management For For
1.2 Elect Director Phillip A. Sharp Management For For
1.3 Elect Director Richard A. Young Management For For
2 Ratify Ernst & Young LLP as Auditors Management For For
 
TAYSHA GENE THERAPIES, INC.
MEETING DATE:  JUN 17, 2021
TICKER:  TSHA       SECURITY ID:  877619106
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director RA Session, II Management For For
1.2 Elect Director Paul B. Manning Management For For
2 Ratify Deloitte & Touche LLP as Auditors Management For For
 
TCR2 THERAPEUTICS INC.
MEETING DATE:  OCT 01, 2020
TICKER:  TCRR       SECURITY ID:  87808K106
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Andrew Allen Management For For
1.2 Elect Director Patrick Baeuerle Management For For
1.3 Elect Director Axel Hoos Management For For
2 Ratify KPMG LLP as Auditors Management For For
 
TG THERAPEUTICS, INC.
MEETING DATE:  JUN 16, 2021
TICKER:  TGTX       SECURITY ID:  88322Q108
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Laurence N. Charney Management For Withhold
1.2 Elect Director Yann Echelard Management For Withhold
1.3 Elect Director William J. Kennedy Management For Withhold
1.4 Elect Director Kenneth Hoberman Management For Withhold
1.5 Elect Director Daniel Hume Management For Withhold
1.6 Elect Director Sagar Lonial Management For Withhold
1.7 Elect Director Michael S. Weiss Management For For
2 Increase Authorized Common Stock Management For For
3 Ratify KPMG LLP as Auditors Management For For
 
THERAVANCE BIOPHARMA, INC.
MEETING DATE:  APR 27, 2021
TICKER:  TBPH       SECURITY ID:  G8807B106
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Eran Broshy Management For For
1.2 Elect Director Laurie Smaldone Alsup Management For For
1.3 Elect Director Burton G. Malkiel Management For For
2 Ratify Appointment of Deepika R. Pakianathan as Director Management For For
3 Ratify Ernst & Young LLP as Auditors Management For For
 
TRANSLATE BIO, INC.
MEETING DATE:  JUN 16, 2021
TICKER:  TBIO       SECURITY ID:  89374L104
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Owen Hughes Management For For
1.2 Elect Director Ronald C. Renaud, 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 PricewaterhouseCoopers LLP as Auditors Management For For
 
TRAVERE THERAPEUTICS, INC.
MEETING DATE:  MAY 14, 2021
TICKER:  TVTX       SECURITY ID:  89422G107
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Stephen Aselage Management For For
1.2 Elect Director Roy D. Baynes Management For For
1.3 Elect Director Suzanne Bruhn Management For For
1.4 Elect Director Tim Coughlin Management For For
1.5 Elect Director Eric Dube Management For For
1.6 Elect Director Gary Lyons Management For For
1.7 Elect Director Jeffrey Meckler Management For For
1.8 Elect Director John A. Orwin Management For For
1.9 Elect Director Sandra Poole Management For For
1.10 Elect Director Ron Squarer Management For For
2 Increase Authorized Common Stock Management For For
3 Amend Omnibus Stock Plan Management For Against
4 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
5 Ratify BDO USA, LLP as Auditors Management For For
 
TREVI THERAPEUTICS, INC.
MEETING DATE:  JUN 16, 2021
TICKER:  TRVI       SECURITY ID:  89532M101
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Dominick Colangelo Management For For
1.2 Elect Director Edward Mathers Management For For
1.3 Elect Director David Meeker Management For For
2 Ratify Ernst & Young LLP as Auditors Management For For
 
TRILLIUM THERAPEUTICS INC.
MEETING DATE:  JUN 08, 2021
TICKER:  TRIL       SECURITY ID:  89620X506
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Luke Beshar Management For For
1.2 Elect Director Michael Kamarck Management For For
1.3 Elect Director Paul Walker Management For For
1.4 Elect Director Paolo Pucci Management For For
1.5 Elect Director Jan Skvarka Management For For
1.6 Elect Director Helen Tayton-Martin Management For For
1.7 Elect Director Scott Myers Management For For
2 Approve Ernst & Young LLP as Auditors and Authorize Board to Fix Their Remuneration Management For For
3 Advisory Vote on Executive Compensation Approach Management For For
4 Advisory Vote on Say on Pay Frequency Management One Year One Year
 
TURNING POINT THERAPEUTICS, INC.
MEETING DATE:  JUN 02, 2021
TICKER:  TPTX       SECURITY ID:  90041T108
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Simeon J. George Management For For
1.2 Elect Director Carol Gallagher 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 Ernst & Young LLP as Auditors Management For For
 
TWIST BIOSCIENCE CORPORATION
MEETING DATE:  FEB 03, 2021
TICKER:  TWST       SECURITY ID:  90184D100
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Emily M. Leproust Management For For
1.2 Elect Director William Banyai Management For For
1.3 Elect Director Robert Chess 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
 
UCB SA
MEETING DATE:  APR 29, 2021
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 1.27 per Share Management For For
5 Approve Remuneration Report Management For For
6 Approve Remuneration Policy Management For For
7 Approve Discharge of Directors Management For For
8 Approve Discharge of Auditors Management For For
9.1.A Elect Stefan Oschmann as Director Management For For
9.1.B Indicate Stefan Oschmann as Independent Director Management For For
9.2 Elect Fiona du Monceau as Director Management For For
9.3.A Ratify the Co-optation of Susan Gasser as Independent Director Management For For
9.3.B Elect Susan Gasser as Director Management For For
9.3.C Indicate Susan Gasser as Independent Director Management For For
9.4.A Elect Jonathan Peacock as Director Management For For
9.4.B Indicate Jonathan Peacock as Independent Director Management For For
9.5.A Reelect Albrecht De Graeve as Director Management For For
9.5.B Indicate Albrecht De Graeve as Independent Director Management For For
9.6.A Elect Viviane Monges as Director Management For For
9.6.B Indicate Viviane Monges as Independent Director Management For For
10 Ratify Mazars as Auditors Management For For
11 Approve Long-Term Incentive Plans - Program of Free Allocation of Shares Management For For
12.1 Approve Change-of-Control Clause Re: EMTN Program Management For For
 
ULTRAGENYX PHARMACEUTICAL INC.
MEETING DATE:  JUN 24, 2021
TICKER:  RARE       SECURITY ID:  90400D108
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Deborah Dunsire Management For For
1b Elect Director Michael Narachi 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
 
UNIQURE N.V.
MEETING DATE:  DEC 01, 2020
TICKER:  QURE       SECURITY ID:  N90064101
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1 Elect Robert Gut as Non-Executive Director Management For For
 
UNIQURE N.V.
MEETING DATE:  JUN 16, 2021
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 David Meek Management For For
4 Elect Director Paula Soteropoulos Management For For
5 Amend Omnibus Stock Plan Management For For
6 Grant Board Authority to Issue Shares and Options Management For For
7 Grant Board Authority to Issue Shares and Restrict/Exclude Preemptive Rights Management For For
8 Authorize Repurchase of Up to 10 Percent of Issued Share Capital Management For For
9 Ratify KPMG Accountants N.V. as Auditors Management For For
10 Increase Authorized Common Stock Management For For
11 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
 
UNITED THERAPEUTICS CORPORATION
MEETING DATE:  JUN 25, 2021
TICKER:  UTHR       SECURITY ID:  91307C102
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Katherine Klein Management For For
1b Elect Director Ray Kurzweil Management For For
1c Elect Director Linda Maxwell Management For For
1d Elect Director Martine Rothblatt Management For For
1e Elect Director Louis Sullivan 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 Ernst & Young LLP as Auditors Management For For
 
UROGEN PHARMA LTD.
MEETING DATE:  JUN 07, 2021
TICKER:  URGN       SECURITY ID:  M96088105
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Arie Belldegrun Management For For
1.2 Elect Director Elizabeth Barrett Management For For
1.3 Elect Director Cynthia M. Butitta Management For For
1.4 Elect Director Fred E. Cohen Management For For
1.5 Elect Director Kathryn E. Falberg Management For For
1.6 Elect Director Stuart Holden Management For For
1.7 Elect Director Ran Nussbaum Management For For
1.8 Elect Director Shawn C. Tomasello Management For For
2 Amend Omnibus Stock Plan Management For Against
3 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
4 Ratify PricewaterhouseCoopers LLP as Auditors Management For For
 
UROVANT SCIENCES LTD.
MEETING DATE:  SEP 22, 2020
TICKER:  UROV       SECURITY ID:  G9381B108
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Myrtle S. Potter Management For For
1.2 Elect Director James Hindman Management For For
1.3 Elect Director Sef P. Kurstjens Management For For
1.4 Elect Director Pierre Legault Management For For
1.5 Elect Director Shigeyuki Nishinaka Management For For
1.6 Elect Director James A. Robinson Management For For
2 Approve Ernst & Young LLP as Auditors and Authorize Board to Fix Their Remuneration Management For For
 
VAXCYTE, INC.
MEETING DATE:  JUN 02, 2021
TICKER:  PCVX       SECURITY ID:  92243G108
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Rob Hopfner Management For For
1.2 Elect Director Patrick Heron Management For For
2 Ratify Deloitte & Touche LLP as Auditors Management For For
 
VERACYTE, INC.
MEETING DATE:  JUN 07, 2021
TICKER:  VCYT       SECURITY ID:  92337F107
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Muna Bhanji Management For For
1.2 Elect Director John L. Bishop 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
 
VERRICA PHARMACEUTICALS INC.
MEETING DATE:  JUN 10, 2021
TICKER:  VRCA       SECURITY ID:  92511W108
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Ted White Management For For
1.2 Elect Director Mark Prygocki Management For For
2 Ratify KPMG LLP as Auditors Management For For
 
VERTEX PHARMACEUTICALS INCORPORATED
MEETING DATE:  MAY 19, 2021
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 Yuchun Lee Management For For
1.7 Elect Director Jeffrey Leiden Management For For
1.8 Elect Director Margaret McGlynn Management For For
1.9 Elect Director Diana McKenzie Management For For
1.10 Elect Director Bruce Sachs 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 Report on Lobbying Payments and Policy Shareholder Against Against
5 Report on Political Contributions and Expenditures Shareholder Against Against
 
X4 PHARMACEUTICALS, INC.
MEETING DATE:  JUN 02, 2021
TICKER:  XFOR       SECURITY ID:  98420X103
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director David McGirr Management For For
1.2 Elect Director Paula Ragan Management For For
1.3 Elect Director Michael S. Wyzga Management For For
2 Ratify PricewaterhouseCoopers LLP as Auditors Management For For
 
XENCOR, INC.
MEETING DATE:  JUN 24, 2021
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 Yujiro S. Hata Management For For
1.6 Elect Director A. Bruce Montgomery Management For For
1.7 Elect Director Richard J. Ranieri Management For For
1.8 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
 
XENON PHARMACEUTICALS INC.
MEETING DATE:  JUN 03, 2021
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 Mohammad Azab Management For For
1.3 Elect Director Steven Gannon Management For For
1.4 Elect Director Elizabeth Garofalo Management For For
1.5 Elect Director Michael Hayden 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
1.9 Elect Director Dawn Svoronos 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 Board to Fix Remuneration of Auditors Management For For
 
Y-MABS THERAPEUTICS, INC.
MEETING DATE:  JUN 10, 2021
TICKER:  YMAB       SECURITY ID:  984241109
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Thomas Gad Management For Withhold
1.2 Elect Director Claus Juan Moller-San Pedro Management For Withhold
1.3 Elect Director Johan Wedell-Wedellsborg Management For Withhold
2 Ratify PricewaterhouseCoopers 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
 
YUMANITY THERAPEUTICS, INC.
MEETING DATE:  JUN 02, 2021
TICKER:  YMTX       SECURITY ID:  GJJ217000
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director N. Anthony Coles Management For Against
1b Elect Director Kim C. Drapkin Management For For
1c Elect Director Lynne Zydowsky Management For For
2 Ratify PricewaterhouseCoopers LLP as Auditors Management For For
 
YUMANITY THERAPEUTICS, INC.
MEETING DATE:  JUN 02, 2021
TICKER:  YMTX       SECURITY ID:  GJJ923000
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director N. Anthony Coles Management For Against
1b Elect Director Kim C. Drapkin Management For For
1c Elect Director Lynne Zydowsky Management For For
2 Ratify PricewaterhouseCoopers LLP as Auditors Management For For
 
ZAI LAB LIMITED
MEETING DATE:  SEP 04, 2020
TICKER:  ZLAB       SECURITY ID:  98887Q104
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1 Approve Increase in Authorized Share Capital Management For Against
2 Amend Memorandum of Association Management For Against
 
ZAI LAB LIMITED
MEETING DATE:  JUN 24, 2021
TICKER:  9688       SECURITY ID:  98887Q104
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1 Declassify the Board of Directors Management For For
2 Amend Articles Management For For
3 Amend Articles to Adopt the Fifth Amendment of Articles of Association Management For For
4 Ratify Deloitte Touche Tohmatsu Certified Public Accountants LLP and Deloitte Touche Tohmatsu as Auditors Management For For
 
ZEALAND PHARMA A/S
MEETING DATE:  APR 15, 2021
TICKER:  ZEAL       SECURITY ID:  K9898X127
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 Treatment of Net Loss Management For For
4.1 Reelect Alf Gunnar Martin Nicklasson as Director Management For For
4.2 Reelect Kirsten Aarup Drejer as Director Management For For
4.3 Reelect Alain Munoz as Director Management For For
4.4 Reelect Jeffrey Berkowitz as Director Management For For
4.5 Reelect Michael Owen as Director Management For For
4.6 Reelect Leonard Kruimer as Director Management For For
4.7 Reelect Bernadette Connaughton as Director Management For For
5 Ratify Ernst & Young as Auditors Management For For
6 Authorize Share Repurchase Program Management For For
7.a Approve Guidelines for Incentive-Based Compensation for Executive Management and Board (Primary Proposal) Management For Against
7.b Approve Guidelines for Incentive-Based Compensation for Executive Management and Board (If 7.a is Not Adopted) (Secondary Proposal) Management For For
8 Approve Remuneration Report (Advisory Vote) Management For For
9.a Approve Remuneration of Directors in the Amount of DKK 100,000 for Each Director, and 6,500 RSU for Chairman, 2,500 RSU for Vice Chairman and 1,500 RSU for Other Directors; Approve Remuneration for Committee Work in RSUs (Primary Proposal) Management For For
9.b Approve Remuneration of Directors in the Amount of DKK 750,000 for Chairman, DKK 450,000 for Vice Chairman and DKK 350,000 for Other Directors; Approve Remuneration for Committee Work (If 7.a is Not Adopted) (Secondary Proposal) Management For For
10 Approve Creation of DKK 10.9 Million Pool of Capital without Preemptive Rights Management For For
11 Other Business Management None None
 
ZENTALIS PHARMACEUTICALS, INC.
MEETING DATE:  JUN 04, 2021
TICKER:  ZNTL       SECURITY ID:  98943L107
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Kimberly Blackwell Management For For
1.2 Elect Director Enoch Kariuki Management For For
2 Ratify Ernst & Young LLP as Auditors Management For For
3 Amend Qualified Employee Stock Purchase Plan Management For For
 
ZYMEWORKS INC.
MEETING DATE:  MAY 05, 2021
TICKER:  ZYME       SECURITY ID:  98985W102
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Susan Mahony Management For For
1.2 Elect Director Kelvin Neu Management For For
1.3 Elect Director Ali Tehrani Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Approve KPMG LLP as Auditors and Authorize Board to Fix Their Remuneration Management For For

VOTE SUMMARY REPORT
SELECT BROKERAGE AND INVESTMENT MANAGEMENT PORTFOLIO
07/01/2020 - 06/30/2021

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:  JUN 09, 2021
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
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Ratify PricewaterhouseCoopers LLP as Auditors Management For For
 
AMERIPRISE FINANCIAL, INC.
MEETING DATE:  APR 28, 2021
TICKER:  AMP       SECURITY ID:  03076C106
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director James M. Cracchiolo Management For For
1b Elect Director Dianne Neal Blixt Management For For
1c Elect Director Amy DiGeso Management For For
1d Elect Director Lon R. Greenberg Management For For
1e Elect Director Jeffrey Noddle Management For For
1f Elect Director Robert F. Sharpe, Jr. Management For For
1g Elect Director Brian T. Shea Management For For
1h Elect Director W. Edward Walter, III Management For For
1i Elect Director Christopher J. Williams Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Ratify PricewaterhouseCoopers LLP as Auditors Management For For
 
APOLLO GLOBAL MANAGEMENT, INC.
MEETING DATE:  OCT 01, 2020
TICKER:  APO       SECURITY ID:  03768E105
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Leon Black Management For For
1.2 Elect Director Joshua Harris Management For For
1.3 Elect Director Marc Rowan Management For Withhold
1.4 Elect Director Michael Ducey Management For For
1.5 Elect Director Robert Kraft Management For For
1.6 Elect Director A.B. Krongard Management For For
1.7 Elect Director Pauline Richards 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 Deloitte & Touche LLP as Auditors Management For For
 
ARES MANAGEMENT CORPORATION
MEETING DATE:  JUN 16, 2021
TICKER:  ARES       SECURITY ID:  03990B101
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Michael J Arougheti Management For For
1b Elect Director Antoinette Bush Management For For
1c Elect Director Paul G. Joubert Management For For
1d Elect Director R. Kipp deVeer Management For For
1e Elect Director David B. Kaplan Management For For
1f Elect Director Michael Lynton Management For For
1g Elect Director Judy D. Olian Management For For
1h Elect Director Antony P. Ressler Management For For
1i Elect Director Bennett Rosenthal Management For For
2 Ratify Ernst & Young LLP as Auditors Management For For
 
ARTISAN PARTNERS ASSET MANAGEMENT INC.
MEETING DATE:  JUN 02, 2021
TICKER:  APAM       SECURITY ID:  04316A108
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Jennifer A. Barbetta Management For For
1.2 Elect Director Matthew R. Barger Management For For
1.3 Elect Director Eric R. Colson Management For For
1.4 Elect Director Tench Coxe Management For For
1.5 Elect Director Stephanie G. DiMarco Management For For
1.6 Elect Director Jeffrey A. Joerres Management For For
1.7 Elect Director Andrew A. Ziegler Management For For
2 Ratify PricewaterhouseCoopers LLP as Auditor Management For For
 
BLACKROCK, INC.
MEETING DATE:  MAY 26, 2021
TICKER:  BLK       SECURITY ID:  09247X101
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Bader M. Alsaad Management For For
1b Elect Director Pamela Daley Management For For
1c Elect Director Jessica P. Einhorn Management For For
1d Elect Director Laurence D. Fink Management For For
1e Elect Director William E. Ford Management For For
1f Elect Director Fabrizio Freda Management For For
1g Elect Director Murry S. Gerber Management For For
1h Elect Director Margaret 'Peggy' L. Johnson Management For For
1i Elect Director Robert S. Kapito Management For For
1j Elect Director Cheryl D. Mills Management For For
1k Elect Director Gordon M. Nixon Management For For
1l Elect Director Charles H. Robbins Management For For
1m Elect Director Marco Antonio Slim Domit Management For For
1n Elect Director Hans E. Vestberg Management For For
1o Elect Director Susan L. Wagner Management For For
1p Elect Director Mark Wilson Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Ratify Deloitte LLP as Auditors Management For For
4a Provide Right to Call Special Meeting Management For For
4b Eliminate Supermajority Vote Requirement Management For For
4c Amend Charter to Eliminate Provisions that are No Longer Applicable and Make Other Technical Revisions Management For For
5 Amend Certificate of Incorporation to Become a Public Benefit Corporation Shareholder Against Against
 
CBOE GLOBAL MARKETS, INC.
MEETING DATE:  MAY 13, 2021
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 Eugene S. Sunshine Management For For
1c Elect Director William M. Farrow, III Management For For
1d Elect Director Edward J. Fitzpatrick Management For For
1e Elect Director Ivan K. Fong Management For For
1f Elect Director Janet P. Froetscher Management For For
1g Elect Director Jill R. Goodman Management For For
1h Elect Director Alexander J. Matturri, Jr. Management For For
1i Elect Director Jennifer J. McPeek Management For For
1j Elect Director Roderick A. Palmore Management For For
1k Elect Director James E. Parisi Management For For
1l Elect Director Joseph P. Ratterman Management For For
1m Elect Director Jill E. Sommers Management For For
1n Elect Director Fredric J. Tomczyk Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Ratify KPMG LLP as Auditors Management For For
 
CME GROUP INC.
MEETING DATE:  MAY 05, 2021
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 Timothy S. Bitsberger Management For For
1c Elect Director Charles P. Carey Management For For
1d Elect Director Dennis H. Chookaszian Management For For
1e Elect Director Bryan T. Durkin Management For For
1f Elect Director Ana Dutra 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
 
E*TRADE FINANCIAL CORPORATION
MEETING DATE:  JUL 17, 2020
TICKER:  ETFC       SECURITY ID:  269246401
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 Against
 
FRANKLIN RESOURCES, INC.
MEETING DATE:  FEB 09, 2021
TICKER:  BEN       SECURITY ID:  354613101
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Mariann Byerwalter Management For For
1b Elect Director Alexander S. Friedman Management For For
1c Elect Director Gregory E. Johnson Management For For
1d Elect Director Jennifer M. Johnson Management For For
1e Elect Director Rupert H. Johnson, Jr. Management For For
1f Elect Director John Y. Kim Management For For
1g Elect Director Anthony J. Noto Management For For
1h Elect Director John W. Thiel Management For For
1i Elect Director Seth H. Waugh Management For For
1j Elect Director Geoffrey Y. Yang Management For For
2 Ratify PricewaterhouseCoopers LLP as Auditors Management For For
3 Amend Omnibus Stock Plan Management For For
 
INTERCONTINENTAL EXCHANGE, INC.
MEETING DATE:  MAY 14, 2021
TICKER:  ICE       SECURITY ID:  45866F104
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Sharon Y. Bowen Management For For
1b Elect Director Shantella E. Cooper Management For For
1c Elect Director Charles R. Crisp Management For For
1d Elect Director Duriya M. Farooqui Management For For
1e Elect Director The Right Hon. the Lord Hague of Richmond Management For For
1f Elect Director Mark F. Mulhern Management For For
1g Elect Director Thomas E. Noonan Management For For
1h Elect Director Frederic V. Salerno Management For For
1i Elect Director Caroline L. Silver Management For For
1j Elect Director Jeffrey C. Sprecher Management For For
1k Elect Director Judith A. Sprieser Management For For
1l Elect Director Vincent Tese 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 Adopt Simple Majority Vote Shareholder Against For
 
LPL FINANCIAL HOLDINGS INC.
MEETING DATE:  MAY 05, 2021
TICKER:  LPLA       SECURITY ID:  50212V100
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Dan H. Arnold Management For For
1b Elect Director Edward C. Bernard Management For For
1c Elect Director H. Paulett Eberhart Management For For
1d Elect Director William F. Glavin, Jr. Management For For
1e Elect Director Allison H. Mnookin Management For For
1f Elect Director Anne M. Mulcahy Management For For
1g Elect Director James S. Putnam Management For For
1h Elect Director Richard P. Schifter Management For For
1i Elect Director Corey E. Thomas 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 For
5 Approve Qualified Employee Stock Purchase Plan Management For For
 
MARKETAXESS HOLDINGS INC.
MEETING DATE:  JUN 09, 2021
TICKER:  MKTX       SECURITY ID:  57060D108
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Richard M. McVey Management For For
1b Elect Director Nancy Altobello Management For For
1c Elect Director Steven L. Begleiter Management For For
1d Elect Director Stephen P. Casper Management For For
1e Elect Director Jane Chwick Management For For
1f Elect Director Christopher R. Concannon Management For For
1g Elect Director William F. Cruger Management For For
1h Elect Director Kourtney Gibson Management For For
1i Elect Director Justin G. Gmelich Management For For
1j Elect Director Richard G. Ketchum Management For For
1k Elect Director Emily H. Portney Management For For
1l Elect Director Richard L. Prager Management For For
2 Ratify PricewaterhouseCoopers LLP as Auditors Management For For
3 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
 
MOELIS & COMPANY
MEETING DATE:  JUN 03, 2021
TICKER:  MC       SECURITY ID:  60786M105
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Kenneth Moelis Management For For
1.2 Elect Director Eric Cantor Management For For
1.3 Elect Director John A. Allison, IV Management For For
1.4 Elect Director Yolonda Richardson Management For For
1.5 Elect Director Kenneth L. Shropshire 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
 
MOODY'S CORPORATION
MEETING DATE:  APR 20, 2021
TICKER:  MCO       SECURITY ID:  615369105
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Jorge A. Bermudez Management For For
1b Elect Director Therese Esperdy Management For For
1c Elect Director Robert Fauber Management For For
1d Elect Director Vincent A. Forlenza Management For For
1e Elect Director Kathryn M. Hill Management For For
1f Elect Director Lloyd W. Howell, Jr. Management For For
1g Elect Director Raymond W. McDaniel, Jr. Management For For
1h Elect Director Leslie F. Seidman Management For For
1i Elect Director Bruce Van Saun 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 Approve 2020 Decarbonization Plan Management For For
 
MORGAN STANLEY
MEETING DATE:  MAY 20, 2021
TICKER:  MS       SECURITY ID:  617446448
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Elizabeth Corley Management For For
1b Elect Director Alistair Darling Management For For
1c Elect Director Thomas H. Glocer Management For For
1d Elect Director James P. Gorman Management For For
1e Elect Director Robert H. Herz Management For For
1f Elect Director Nobuyuki Hirano Management For For
1g Elect Director Hironori Kamezawa Management For For
1h Elect Director Shelley B. Leibowitz Management For For
1i Elect Director Stephen J. Luczo Management For For
1j Elect Director Jami Miscik 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 Amend Omnibus Stock Plan Management For For
 
MSCI INC.
MEETING DATE:  APR 27, 2021
TICKER:  MSCI       SECURITY ID:  55354G100
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Henry A. Fernandez Management For For
1b Elect Director Robert G. Ashe Management For For
1c Elect Director Wayne Edmunds Management For For
1d Elect Director Catherine R. Kinney Management For For
1e Elect Director Jacques P. Perold Management For For
1f Elect Director Sandy C. Rattray Management For For
1g Elect Director Linda H. Riefler Management For For
1h Elect Director Marcus L. Smith Management For For
1i Elect Director Paula Volent Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Ratify PricewaterhouseCoopers LLP as Auditors Management For For
 
NASDAQ, INC.
MEETING DATE:  JUN 15, 2021
TICKER:  NDAQ       SECURITY ID:  631103108
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Melissa M. Arnoldi Management For For
1b Elect Director Charlene T. Begley Management For For
1c Elect Director Steven D. Black Management For For
1d Elect Director Adena T. Friedman Management For For
1e Elect Director Essa Kazim Management For For
1f Elect Director Thomas A. Kloet Management For For
1g Elect Director John D. Rainey Management For For
1h Elect Director Michael R. Splinter Management For For
1i Elect Director Jacob Wallenberg Management For For
1j Elect Director Alfred W. Zollar 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 Provide Right to Act by Written Consent Shareholder Against Against
 
NORTHERN TRUST CORPORATION
MEETING DATE:  APR 20, 2021
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 Thomas E. Richards Management For For
1j Elect Director Martin P. Slark Management For For
1k Elect Director David H. B. Smith, Jr. Management For For
1l Elect Director Donald Thompson Management For For
1m Elect Director Charles A. Tribbett, III Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Ratify KPMG LLP as Auditors Management For For
 
OPEN LENDING CORPORATION
MEETING DATE:  MAY 25, 2021
TICKER:  LPRO       SECURITY ID:  68373J104
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Eric A. Feldstein Management For For
1.2 Elect Director Gene Yoon Management For For
1.3 Elect Director Brandon Van Buren Management For For
2 Ratify Ernst & Young LLP as Auditors Management For For
 
PJT PARTNERS INC.
MEETING DATE:  APR 29, 2021
TICKER:  PJT       SECURITY ID:  69343T107
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director James Costos Management For For
1b Elect Director Grace R. Skaugen Management For For
1c Elect Director Kenneth C. Whitney 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
 
RAYMOND JAMES FINANCIAL, INC.
MEETING DATE:  FEB 18, 2021
TICKER:  RJF       SECURITY ID:  754730109
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Charles G. von Arentschildt Management For For
1b Elect Director Marlene Debel Management For For
1c Elect Director Robert M. Dutkowsky Management For For
1d Elect Director Jeffrey N. Edwards Management For For
1e Elect Director Benjamin C. Esty Management For For
1f Elect Director Anne Gates Management For For
1g Elect Director Francis S. Godbold Management For For
1h Elect Director Thomas A. James Management For For
1i Elect Director Gordon L. Johnson Management For For
1j Elect Director Roderick C. McGeary Management For For
1k Elect Director Paul C. Reilly Management For For
1l Elect Director Raj Seshadri Management For For
1m Elect Director Susan N. Story Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Ratify KPMG LLP as Auditors Management For For
 
S&P GLOBAL INC.
MEETING DATE:  MAR 11, 2021
TICKER:  SPGI       SECURITY ID:  78409V104
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1 Issue Shares in Connection with Merger Management For For
 
S&P GLOBAL INC.
MEETING DATE:  MAY 05, 2021
TICKER:  SPGI       SECURITY ID:  78409V104
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Marco Alvera Management For For
1.2 Elect Director William J. Amelio Management For For
1.3 Elect Director William D. Green Management For For
1.4 Elect Director Stephanie C. Hill Management For For
1.5 Elect Director Rebecca J. Jacoby Management For For
1.6 Elect Director Monique F. Leroux Management For For
1.7 Elect Director Ian P. Livingston Management For For
1.8 Elect Director Maria R. Morris Management For For
1.9 Elect Director Douglas L. Peterson Management For For
1.10 Elect Director Edward B. Rust, Jr. Management For For
1.11 Elect Director Kurt L. Schmoke Management For For
1.12 Elect Director Richard E. Thornburgh 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 Greenhouse Gas (GHG) Emissions Reduction Plan Management For For
5 Amend Certificate of Incorporation to Become a Public Benefit Corporation Shareholder Against Against
 
STATE STREET CORPORATION
MEETING DATE:  MAY 19, 2021
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 Amelia C. Fawcett Management For For
1d Elect Director William C. Freda Management For For
1e Elect Director Sara Mathew Management For For
1f Elect Director William L. Meaney Management For For
1g Elect Director Ronald P. O'Hanley Management For For
1h Elect Director Sean O'Sullivan Management For For
1i Elect Director Julio A. Portalatin Management For For
1j Elect Director John B. Rhea Management For For
1k Elect Director Richard P. Sergel 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 Ratify Ernst & Young LLP as Auditors Management For For
4 Report on Racial Equity Audit Shareholder Against Against
 
T. ROWE PRICE GROUP, INC.
MEETING DATE:  MAY 11, 2021
TICKER:  TROW       SECURITY ID:  74144T108
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Mark S. Bartlett Management For For
1b Elect Director Mary K. Bush Management For For
1c Elect Director Dina Dublon Management For For
1d Elect Director Freeman A. Hrabowski, III Management For For
1e Elect Director Robert F. MacLellan Management For For
1f Elect Director Olympia J. Snowe Management For For
1g Elect Director Robert J. Stevens Management For For
1h Elect Director William J. Stromberg Management For For
1i Elect Director Richard R. Verma Management For For
1j Elect Director Sandra S. Wijnberg Management For For
1k Elect Director Alan D. Wilson 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 Report on and Assess Proxy Voting Policies in Relation to Climate Change Position Shareholder Against Against
 
THE BANK OF NEW YORK MELLON CORPORATION
MEETING DATE:  APR 13, 2021
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 Thomas P. "Todd" Gibbons Management For For
1d Elect Director M. Amy Gilliland Management For For
1e Elect Director Jeffrey A. Goldstein Management For For
1f Elect Director K. Guru Gowrappan Management For For
1g Elect Director Ralph Izzo Management For For
1h Elect Director Edmund F. "Ted" Kelly Management For For
1i Elect Director Elizabeth E. Robinson Management For For
1j Elect Director Samuel C. Scott, III Management For For
1k Elect Director Frederick O. Terrell Management For For
1l Elect Director Alfred W. "AI" Zollar 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 Reduce Ownership Threshold for Shareholders to Request Action by Written Consent Shareholder Against Against
 
THE CARLYLE GROUP INC.
MEETING DATE:  JUN 01, 2021
TICKER:  CG       SECURITY ID:  14316J108
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Daniel A. D'Aniello Management For For
1.2 Elect Director Peter J. Clare Management For For
1.3 Elect Director Thomas S. Robertson Management For For
1.4 Elect Director William J. Shaw Management For For
2 Ratify Ernst & Young 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
 
THE CHARLES SCHWAB CORPORATION
MEETING DATE:  MAY 13, 2021
TICKER:  SCHW       SECURITY ID:  808513105
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Walter W. Bettinger, II Management For For
1b Elect Director Joan T. Dea Management For For
1c Elect Director Christopher V. Dodds Management For For
1d Elect Director Mark A. Goldfarb Management For For
1e Elect Director Bharat B. Masrani Management For For
1f Elect Director Charles A. Ruffel 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 Report on Lobbying Payments and Policy Shareholder Against Against
5 Declassify the Board of Directors Shareholder Against For
 
THE GOLDMAN SACHS GROUP, INC.
MEETING DATE:  APR 29, 2021
TICKER:  GS       SECURITY ID:  38141G104
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director M. Michele Burns Management For For
1b Elect Director Drew G. Faust Management For For
1c Elect Director Mark A. Flaherty Management For For
1d Elect Director Ellen J. Kullman Management For For
1e Elect Director Lakshmi N. Mittal Management For For
1f Elect Director Adebayo O. Ogunlesi Management For For
1g Elect Director Peter Oppenheimer Management For For
1h Elect Director David M. Solomon Management For For
1i Elect Director Jan E. Tighe Management For For
1j Elect Director Jessica R. Uhl Management For For
1k Elect Director David A. Viniar Management For For
1l Elect Director Mark O. Winkelman 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 PricewaterhouseCoopers LLP as Auditors Management For For
5 Provide Right to Act by Written Consent Shareholder Against Against
6 Report on the Impacts of Using Mandatory Arbitration Shareholder Against For
7 Amend Certificate of Incorporation to Become a Public Benefit Corporation Shareholder Against Against
8 Report on Racial Equity Audit Shareholder Against Against
 
VIRTU FINANCIAL, INC.
MEETING DATE:  JUN 03, 2021
TICKER:  VIRT       SECURITY ID:  928254101
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Virginia Gambale Management For For
1.2 Elect Director John D. Nixon Management For For
1.3 Elect Director David J. Urban Management For For
1.4 Elect Director Michael T. Viola Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Ratify PricewaterhouseCoopers LLP as Auditors Management For For

VOTE SUMMARY REPORT
SELECT CHEMICALS PORTFOLIO
07/01/2020 - 06/30/2021

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.

 
AIR PRODUCTS AND CHEMICALS, INC.
MEETING DATE:  JAN 28, 2021
TICKER:  APD       SECURITY ID:  009158106
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Susan K. Carter Management For For
1b Elect Director Charles I. Cogut Management For For
1c Elect Director Lisa A. Davis Management For For
1d Elect Director Chadwick C. Deaton Management For For
1e Elect Director Seifollah (Seifi) Ghasemi Management For For
1f Elect Director David H. Y. Ho Management For For
1g Elect Director Edward L. Monser Management For For
1h Elect Director Matthew H. Paull Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Approve Omnibus Stock Plan Management For For
4 Ratify Deloitte & Touche LLP as Auditors Management For For
 
ALBEMARLE CORPORATION
MEETING DATE:  MAY 04, 2021
TICKER:  ALB       SECURITY ID:  012653101
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
2a Elect Director Mary Lauren Brlas Management For For
2b Elect Director J. Kent Masters, Jr. Management For For
2c Elect Director Glenda J. Minor Management For For
2d Elect Director James J. O'Brien Management For For
2e Elect Director Diarmuid B. O'Connell Management For For
2f Elect Director Dean L. Seavers Management For For
2g Elect Director Gerald A. Steiner Management For For
2h Elect Director Holly A. Van Deursen Management For For
2i Elect Director Alejandro D. Wolff Management For For
3 Ratify PricewaterhouseCoopers LLP as Auditors Management For For
 
ASHLAND GLOBAL HOLDINGS INC.
MEETING DATE:  JAN 28, 2021
TICKER:  ASH       SECURITY ID:  044186104
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Brendan M. Cummins Management For For
1.2 Elect Director William G. Dempsey Management For For
1.3 Elect Director Jay V. Ihlenfeld Management For For
1.4 Elect Director Wetteny Joseph Management For For
1.5 Elect Director Susan L. Main Management For For
1.6 Elect Director Guillermo Novo Management For For
1.7 Elect Director Jerome A. Peribere Management For For
1.8 Elect Director Ricky C. Sandler Management For For
1.9 Elect Director Janice J. Teal 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 Approve Omnibus Stock Plan Management For For
5 Other Business Management For Against
 
AVIENT CORPORATION
MEETING DATE:  MAY 13, 2021
TICKER:  AVNT       SECURITY ID:  05368V106
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Robert E. Abernathy Management For For
1.2 Elect Director Richard H. Fearon Management For For
1.3 Elect Director Gregory J. Goff Management For For
1.4 Elect Director William R. Jellison Management For For
1.5 Elect Director Sandra Beach Lin Management For For
1.6 Elect Director Kim Ann Mink Management For For
1.7 Elect Director Robert M. Patterson Management For For
1.8 Elect Director Kerry J. Preete Management For For
1.9 Elect Director Patricia Verduin Management For For
1.10 Elect Director William A. Wulfsohn 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
 
AXALTA COATING SYSTEMS LTD.
MEETING DATE:  MAY 13, 2021
TICKER:  AXTA       SECURITY ID:  G0750C108
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Robert W. Bryant Management For For
1.2 Elect Director Steven M. Chapman Management For For
1.3 Elect Director William M. Cook Management For For
1.4 Elect Director Mark Garrett Management For For
1.5 Elect Director Deborah J. Kissire Management For For
1.6 Elect Director Elizabeth C. Lempres Management For For
1.7 Elect Director Robert M. McLaughlin Management For For
1.8 Elect Director Rakesh Sachdev Management For For
1.9 Elect Director Samuel L. Smolik Management For For
2 Approve PricewaterhouseCoopers LLP as Auditors and Authorize Board to Fix Their Remuneration 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
 
CABOT CORPORATION
MEETING DATE:  MAR 11, 2021
TICKER:  CBT       SECURITY ID:  127055101
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Cynthia A. Arnold Management For For
1.2 Elect Director Douglas G. Del Grosso Management For For
1.3 Elect Director Christine Y. Yan 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 Deloitte & Touche LLP as Auditors Management For For
 
CELANESE CORPORATION
MEETING DATE:  APR 15, 2021
TICKER:  CE       SECURITY ID:  150870103
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Jean S. Blackwell Management For For
1b Elect Director William M. Brown Management For For
1c Elect Director Edward G. Galante Management For For
1d Elect Director Kathryn M. Hill Management For For
1e Elect Director David F. Hoffmeister Management For For
1f Elect Director Jay V. Ihlenfeld Management For For
1g Elect Director Deborah J. Kissire Management For For
1h Elect Director Kim K. W. Rucker Management For For
1i Elect Director Lori J. Ryerkerk Management For For
1j Elect Director John K. Wulff Management For For
2 Ratify KPMG LLP as Auditors Management For For
3 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
 
CF INDUSTRIES HOLDINGS, INC.
MEETING DATE:  MAY 04, 2021
TICKER:  CF       SECURITY ID:  125269100
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Javed Ahmed Management For For
1b Elect Director Robert C. Arzbaecher Management For For
1c Elect Director Deborah L. DeHaas Management For For
1d Elect Director John W. Eaves Management For For
1e Elect Director Stephen A. Furbacher Management For For
1f Elect Director Stephen J. Hagge Management For For
1g Elect Director Anne P. Noonan Management For For
1h Elect Director Michael J. Toelle Management For For
1i Elect Director Theresa E. Wagler Management For For
1j Elect Director Celso L. White Management For For
1k Elect Director W. Anthony Will Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Adopt the Jurisdiction of Incorporation as the Exclusive Forum for Certain Disputes Management For For
4 Ratify KPMG LLP as Auditors Management For For
5 Provide Right to Act by Written Consent Shareholder Against Against
 
CORTEVA, INC.
MEETING DATE:  MAY 07, 2021
TICKER:  CTVA       SECURITY ID:  22052L104
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Lamberto Andreotti Management For For
1b Elect Director James C. Collins, Jr. Management For For
1c Elect Director Klaus A. Engel Management For For
1d Elect Director David C. Everitt Management For For
1e Elect Director Janet P. Giesselman Management For For
1f Elect Director Karen H. Grimes Management For For
1g Elect Director Michael O. Johanns Management For For
1h Elect Director Rebecca B. Liebert Management For For
1i Elect Director Marcos M. Lutz Management For For
1j Elect Director Nayaki Nayyar Management For For
1k Elect Director Gregory R. Page Management For For
1l Elect Director Kerry J. Preete Management For For
1m Elect Director Patrick J. Ward Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Ratify PricewaterhouseCoopers LLP as Auditors Management For For
 
COVESTRO AG
MEETING DATE:  APR 16, 2021
TICKER:  1COV       SECURITY ID:  D15349109
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1 Receive Financial Statements and Statutory Reports for Fiscal Year 2020 (Non-Voting) Management None None
2 Approve Allocation of Income and Dividends of EUR 1.30 per Share Management For For
3 Approve Discharge of Management Board for Fiscal Year 2020 Management For For
4 Approve Discharge of Supervisory Board for Fiscal Year 2020 Management For For
5 Ratify KPMG AG as Auditors for Fiscal Year 2021 Management For For
6 Elect Lise Kingo to the Supervisory Board Management For For
7 Approve Creation of EUR 58 Million Pool of Capital with Partial Exclusion of Preemptive Rights Management For For
8 Approve Remuneration Policy Management For For
9 Approve Remuneration of Supervisory Board Management For For
 
DOW INC.
MEETING DATE:  APR 15, 2021
TICKER:  DOW       SECURITY ID:  260557103
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Samuel R. Allen Management For For
1b Elect Director Gaurdie Banister, Jr. Management For For
1c Elect Director Wesley G. Bush Management For For
1d Elect Director Richard K. Davis Management For For
1e Elect Director Debra L. Dial Management For For
1f Elect Director Jeff M. Fettig Management For For
1g Elect Director Jim Fitterling Management For For
1h Elect Director Jacqueline C. Hinman Management For For
1i Elect Director Luis A. Moreno Management For For
1j Elect Director Jill S. Wyant Management For For
1k Elect Director Daniel W. Yohannes Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Amend Omnibus Stock Plan Management For For
4 Approve Qualified Employee Stock Purchase Plan Management For For
5 Ratify Deloitte & Touche LLP as Auditors Management For For
6 Provide Right to Act by Written Consent Shareholder Against Against
 
DUPONT DE NEMOURS, INC.
MEETING DATE:  APR 28, 2021
TICKER:  DD       SECURITY ID:  26614N102
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Amy G. Brady Management For For
1b Elect Director Edward D. Breen Management For For
1c Elect Director Ruby R. Chandy Management For For
1d Elect Director Franklin K. Clyburn, Jr. Management For For
1e Elect Director Terrence R. Curtin Management For For
1f Elect Director Alexander M. Cutler Management For For
1g Elect Director Eleuthere I. du Pont Management For For
1h Elect Director Luther C. Kissam Management For For
1i Elect Director Frederick M. Lowery Management For For
1j Elect Director Raymond J. Milchovich Management For For
1k Elect Director Deanna M. Mulligan Management For For
1l Elect Director Steven M. Sterin 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 Reduce Ownership Threshold for Shareholders to Call Special Meeting Management For For
5 Provide Right to Act by Written Consent Shareholder Against Against
6 Adopt Policy to Annually Disclose EEO-1 Data Shareholder Against For
7 Report on Plastic Pollution Shareholder Against For
 
EASTMAN CHEMICAL COMPANY
MEETING DATE:  MAY 06, 2021
TICKER:  EMN       SECURITY ID:  277432100
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Humberto P. Alfonso Management For For
1.2 Elect Director Vanessa L. Allen Sutherland Management For For
1.3 Elect Director Brett D. Begemann Management For For
1.4 Elect Director Mark J. Costa Management For For
1.5 Elect Director Edward L. Doheny, II Management For For
1.6 Elect Director Julie F. Holder Management For For
1.7 Elect Director Renee J. Hornbaker Management For For
1.8 Elect Director Kim Ann Mink Management For For
1.9 Elect Director James J. O'Brien Management For For
1.10 Elect Director David W. Raisbeck Management For For
1.11 Elect Director Charles K. Stevens, III Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Approve Omnibus Stock Plan Management For For
4 Ratify PricewaterhouseCoopers LLP as Auditors Management For For
5 Provide Right to Act by Written Consent Shareholder Against Against
 
ECOLAB INC.
MEETING DATE:  MAY 06, 2021
TICKER:  ECL       SECURITY ID:  278865100
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Douglas M. Baker, Jr. Management For For
1b Elect Director Shari L. Ballard Management For For
1c Elect Director Barbara J. Beck Management For For
1d Elect Director Christophe Beck Management For For
1e Elect Director Jeffrey M. Ettinger Management For For
1f Elect Director Arthur J. Higgins Management For For
1g Elect Director Michael Larson Management For For
1h Elect Director David W. MacLennan Management For For
1i Elect Director Tracy B. McKibben Management For For
1j Elect Director Lionel L. Nowell, III Management For For
1k Elect Director Victoria J. Reich Management For For
1l Elect Director Suzanne M. Vautrinot Management For For
1m Elect Director John J. Zillmer 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 Proxy Access Right Shareholder Against Against
 
ELEMENT SOLUTIONS INC
MEETING DATE:  JUN 08, 2021
TICKER:  ESI       SECURITY ID:  28618M106
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Martin E. Franklin Management For For
1b Elect Director Benjamin Gliklich Management For For
1c Elect Director Ian G.H. Ashken Management For For
1d Elect Director Elyse Napoli Filon Management For For
1e Elect Director Christopher T. Fraser Management For For
1f Elect Director Michael F. Goss Management For For
1g Elect Director Nichelle Maynard-Elliott Management For For
1h Elect Director E. Stanley O' Neal Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Ratify PricewaterhouseCoopers LLP as Auditors Management For For
 
FMC CORPORATION
MEETING DATE:  APR 27, 2021
TICKER:  FMC       SECURITY ID:  302491303
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Pierre Brondeau Management For For
1b Elect Director Eduardo E. Cordeiro Management For For
1c Elect Director Carol Anthony (John) Davidson Management For For
1d Elect Director Mark Douglas Management For For
1e Elect Director C. Scott Greer Management For For
1f Elect Director K'Lynne Johnson Management For For
1g Elect Director Dirk A. Kempthorne Management For For
1h Elect Director Paul J. Norris Management For For
1i Elect Director Margareth Ovrum Management For For
1j Elect Director Robert C. Pallash Management For For
1k Elect Director Vincent R. Volpe, 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
 
H.B. FULLER COMPANY
MEETING DATE:  APR 08, 2021
TICKER:  FUL       SECURITY ID:  359694106
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Thomas W. Handley Management For For
1.2 Elect Director Maria Teresa Hilado Management For For
1.3 Elect Director Ruth S. Kimmelshue 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
 
HEXPOL AB
MEETING DATE:  APR 28, 2021
TICKER:  HPOL.B       SECURITY ID:  W4580B159
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1 Elect Chairman of Meeting Management For Did Not Vote
2 Prepare and Approve List of Shareholders Management For Did Not Vote
3 Approve Agenda of Meeting Management For Did Not Vote
4.1 Designate Henrik Didner as Inspector of Minutes of Meeting Management For Did Not Vote
4.2 Designate Joachim Spetz as Inspector of Minutes of Meeting Management For Did Not Vote
5 Acknowledge Proper Convening of Meeting Management For Did Not Vote
6.a Receive Financial Statements and Statutory Reports Management None None
6.b Receive Auditor's Report on Application of Guidelines for Remuneration for Executive Management Management None None
7.a Accept Financial Statements and Statutory Reports Management For Did Not Vote
7.b Approve Allocation of Income and Dividends of SEK 2.30 Per Share Management For Did Not Vote
7.c1 Approve Discharge of Alf Goransson Management For Did Not Vote
7.c2 Approve Discharge of Kerstin Lindell Management For Did Not Vote
7.c3 Approve Discharge of Jan-Anders Manson Management For Did Not Vote
7.c4 Approve Discharge of Gun Nilsson Management For Did Not Vote
7.c5 Approve Discharge of Malin Persson Management For Did Not Vote
7.c6 Approve Discharge of Marta Schorling Andreen Management For Did Not Vote
7.c7 Approve Discharge of Georg Brunstam Management For Did Not Vote
7.c8 Approve Discharge of Peter Rosen Management For Did Not Vote
7.c9 Approve Discharge of Mikael Fryklund Management For Did Not Vote
8 Determine Number of Members (6) and Deputy Members (0) of Board Management For Did Not Vote
9.1 Approve Remuneration of Directors in the Amount of SEK 1 Million for Chairman, and SEK 400,000 for Other Directors; Approve Remuneration for Committee Work Management For Did Not Vote
9.2 Approve Remuneration of Auditors Management For Did Not Vote
10.1 Reelect Alf Goransson, Kerstin Lindell, Jan-Anders Manson, Gun Nilsson, Malin Persson and Marta Schorling Andreen as Directors Management For Did Not Vote
10.2 Reelect Alf Goransson as Board Chair Management For Did Not Vote
11 Ratify Ratify Ernst & Young as Auditors as Auditors; Ratify Ola Larsmon and Peter Gunnarsson as Deputy Auditors Management For Did Not Vote
12 Elect Members of Nominating Committee Management For Did Not Vote
13 Approve Remuneration Report Management For Did Not Vote
14 Approve Remuneration Policy And Other Terms of Employment For Executive Management Management For Did Not Vote
 
HUNTSMAN CORPORATION
MEETING DATE:  APR 28, 2021
TICKER:  HUN       SECURITY ID:  447011107
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Peter R. Huntsman Management For For
1b Elect Director Nolan D. Archibald Management For For
1c Elect Director Mary C. Beckerle Management For For
1d Elect Director M. Anthony Burns Management For For
1e Elect Director Sonia Dula Management For For
1f Elect Director Cynthia L. Egan Management For For
1g Elect Director Daniele Ferrari Management For For
1h Elect Director Robert J. Margetts Management For For
1i Elect Director Jeanne McGovern Management For For
1j Elect Director Wayne A. Reaud Management For For
1k Elect Director Jan E. Tighe 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 Provide Right to Act by Written Consent Shareholder Against Against
 
INTERNATIONAL FLAVORS & FRAGRANCES INC.
MEETING DATE:  AUG 27, 2020
TICKER:  IFF       SECURITY ID:  459506101
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
 
INTERNATIONAL FLAVORS & FRAGRANCES INC.
MEETING DATE:  MAY 05, 2021
TICKER:  IFF       SECURITY ID:  459506101
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Kathryn J. Boor Management For For
1b Elect Director Edward D. Breen Management For For
1c Elect Director Carol Anthony Davidson Management For For
1d Elect Director Michael L. Ducker Management For For
1e Elect Director Roger W. Ferguson, Jr. Management For For
1f Elect Director John F. Ferraro Management For For
1g Elect Director Andreas Fibig Management For For
1h Elect Director Christina Gold Management For For
1i Elect Director Ilene Gordon Management For For
1j Elect Director Matthias J. Heinzel Management For For
1k Elect Director Dale F. Morrison Management For For
1l Elect Director Kare Schultz Management For For
1m Elect Director Stephen Williamson 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 Approve Omnibus Stock Plan Management For For
 
LINDE PLC
MEETING DATE:  JUL 27, 2020
TICKER:  LIN       SECURITY ID:  G5494J103
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Wolfgang H. Reitzle Management For For
1b Elect Director Stephen F. Angel Management For For
1c Elect Director Ann-Kristin Achleitner Management For For
1d Elect Director Clemens A. H. Borsig Management For For
1e Elect Director Nance K. Dicciani Management For For
1f Elect Director Thomas Enders Management For For
1g Elect Director Franz Fehrenbach Management For For
1h Elect Director Edward G. Galante Management For For
1i Elect Director Larry D. McVay Management For For
1j Elect Director Victoria E. Ossadnik Management For For
1k Elect Director Martin H. Richenhagen Management For For
1l Elect Director Robert L. Wood Management For For
2a Ratify PricewaterhouseCoopers as Auditors Management For For
2b Authorize Board to Fix Remuneration of Auditors Management For For
3 Determine Price Range for Reissuance of Treasury Shares Management For For
4 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
 
LIVENT CORPORATION
MEETING DATE:  APR 29, 2021
TICKER:  LTHM       SECURITY ID:  53814L108
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Pierre Brondeau Management For For
1b Elect Director G. Peter D'Aloia Management For For
1c Elect Director Robert C. Pallash 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 Declassify the Board of Directors Management For For
5 Eliminate Supermajority Vote Requirement Management For For
 
LYONDELLBASELL INDUSTRIES N.V.
MEETING DATE:  MAY 28, 2021
TICKER:  LYB       SECURITY ID:  N53745100
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Jacques Aigrain Management For For
1b Elect Director Lincoln Benet Management For For
1c Elect Director Jagjeet (Jeet) Bindra Management For For
1d Elect Director Robin Buchanan Management For For
1e Elect Director Anthony (Tony) Chase Management For For
1f Elect Director Stephen Cooper Management For For
1g Elect Director Nance Dicciani Management For For
1h Elect Director Robert (Bob) Dudley Management For For
1i Elect Director Claire Farley Management For For
1j Elect Director Michael Hanley Management For For
1k Elect Director Albert Manifold Management For For
1l Elect Director Bhavesh (Bob) Patel Management For For
2 Approve Discharge of Directors Management For For
3 Adopt Financial Statements and Statutory Reports Management For For
4 Ratify PricewaterhouseCoopers Accountants N.V. as Auditors Management For For
5 Ratify PricewaterhouseCoopers LLP as Auditors Management For For
6 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
7 Authorize Repurchase of Up to 10 Percent of Issued Share Capital Management For For
8 Approve Cancellation of Shares Management For For
9 Amend Omnibus Stock Plan Management For For
10 Amend Qualified Employee Stock Purchase Plan Management For For
 
OLIN CORPORATION
MEETING DATE:  APR 22, 2021
TICKER:  OLN       SECURITY ID:  680665205
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Heidi S. Alderman Management For For
1b Elect Director Beverley A. Babcock Management For For
1c Elect Director Gray G. Benoist Management For For
1d Elect Director C. Robert Bunch Management For For
1e Elect Director Scott D. Ferguson Management For For
1f Elect Director W. Barnes Hauptfuhre Management For For
1g Elect Director John M. B. O'Connor Management For For
1h Elect Director Earl L. Shipp Management For For
1i Elect Director Scott M. Sutton Management For For
1j Elect Director William H. Weideman Management For For
1k Elect Director Carol A. Williams Management For For
2 Approve Omnibus Stock Plan Management For For
3 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
4 Ratify KPMG LLP as Auditors Management For For
 
ORION ENGINEERED CARBONS S.A.
MEETING DATE:  JUN 24, 2021
TICKER:  OEC       SECURITY ID:  L72967109
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Kerry A. Galvin Management For For
1.2 Elect Director Paul Huck Management For For
1.3 Elect Director Mary Lindsey Management For For
1.4 Elect Director Didier Miraton Management For For
1.5 Elect Director Yi Hyon Paik Management For For
1.6 Elect Director Corning F. Painter Management For For
1.7 Elect Director Dan F. Smith Management For For
1.8 Elect Director Hans-Dietrich Winkhaus Management For For
1.9 Elect Director Michel Wurth Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Approve Remuneration of Directors Management For For
4 Approve Annual Accounts Management For For
5 Approve Consolidated Financial Statements and Statutory Reports Management For For
6 Approve Allocation of Income and Dividends Management For For
7 Approve Discharge of Directors Management For For
8 Approve Discharge of Auditors Management For For
9 Ratify Ernst & Young, Luxembourg as Auditor Management For For
10 Ratify Ernst & Young GmbH Wirtschaftsprufungsgesellschaft and Ernst & Young LLC Management For For
 
PPG INDUSTRIES, INC.
MEETING DATE:  APR 15, 2021
TICKER:  PPG       SECURITY ID:  693506107
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Steven A. Davis Management For For
1.2 Elect Director Michael W. Lamach Management For For
1.3 Elect Director Michael T. Nally Management For For
1.4 Elect Director Guillermo Novo Management For For
1.5 Elect Director Martin H. Richenhagen Management For For
1.6 Elect Director Catherine R. Smith Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Declassify the Board of Directors Management For For
4 Eliminate Supermajority Vote Requirement Management For For
5 Ratify PricewaterhouseCoopers LLP as Auditor Management For For
6 Require Independent Board Chair Shareholder Against Against
 
QUAKER CHEMICAL CORPORATION
MEETING DATE:  MAY 12, 2021
TICKER:  KWR       SECURITY ID:  747316107
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Michael F. Barry Management For For
1b Elect Director Charlotte C. Decker Management For For
1c Elect Director Jeffry D. Frisby Management For For
1d Elect Director Michael J. Shannon Management For For
2 Ratify PricewaterhouseCoopers LLP as Auditor Management For For
 
RPM INTERNATIONAL INC.
MEETING DATE:  OCT 08, 2020
TICKER:  RPM       SECURITY ID:  749685103
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Julie A. Lagacy Management For For
1.2 Elect Director Robert A. Livingston Management For For
1.3 Elect Director Frederick R. Nance Management For For
1.4 Elect Director William B. Summers, Jr. 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
 
THE CHEMOURS COMPANY
MEETING DATE:  APR 28, 2021
TICKER:  CC       SECURITY ID:  163851108
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Curtis V. Anastasio Management For For
1b Elect Director Bradley J. Bell Management For For
1c Elect Director Richard H. Brown Management For For
1d Elect Director Mary B. Cranston Management For For
1e Elect Director Curtis J. Crawford Management For For
1f Elect Director Dawn L. Farrell Management For For
1g Elect Director Erin N. Kane Management For For
1h Elect Director Sean D. Keohane Management For For
1i Elect Director Mark P. Vergnano 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 Eliminate Supermajority Vote Requirement to Amend Certificate of Incorporation and Bylaws Management For For
5 Amend Omnibus Stock Plan Management For For
 
THE MOSAIC COMPANY
MEETING DATE:  MAY 20, 2021
TICKER:  MOS       SECURITY ID:  61945C103
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Cheryl K. Beebe Management For For
1b Elect Director Oscar P. Bernardes Management For For
1c Elect Director Gregory L. Ebel Management For For
1d Elect Director Timothy S. Gitzel Management For For
1e Elect Director Denise C. Johnson Management For For
1f Elect Director Emery N. Koenig Management For For
1g Elect Director James 'Joc' C. O'Rourke Management For For
1h Elect Director David T. Seaton Management For For
1i Elect Director Steven M. Seibert Management For For
1j Elect Director Luciano Siani Pires Management For For
1k Elect Director Gretchen H. Watkins Management For For
1l Elect Director Kelvin R. Westbrook 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 Provide Right to Act by Written Consent Shareholder Against Against
 
THE SCOTTS MIRACLE-GRO COMPANY
MEETING DATE:  JAN 25, 2021
TICKER:  SMG       SECURITY ID:  810186106
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Thomas N. Kelly, Jr. Management For For
1.2 Elect Director Peter E. Shumlin Management For For
1.3 Elect Director John R. Vines 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
 
THE SHERWIN-WILLIAMS COMPANY
MEETING DATE:  APR 21, 2021
TICKER:  SHW       SECURITY ID:  824348106
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Kerrii B. Anderson Management For For
1b Elect Director Arthur F. Anton Management For For
1c Elect Director Jeff M. Fettig Management For For
1d Elect Director Richard J. Kramer Management For For
1e Elect Director John G. Morikis Management For For
1f Elect Director Christine A. Poon Management For For
1g Elect Director Aaron M. Powell Management For For
1h Elect Director Michael H. Thaman Management For For
1i Elect Director Matthew Thornton, III Management For For
1j Elect Director Steven H. Wunning 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
 
TRONOX HOLDINGS PLC
MEETING DATE:  MAY 05, 2021
TICKER:  TROX       SECURITY ID:  G9087Q102
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Ilan Kaufthal Management For For
1b Elect Director Mutlaq Al-Morished Management For For
1c Elect Director Vanessa Guthrie Management For For
1d Elect Director Peter B. Johnston Management For For
1e Elect Director Ginger M. Jones Management For For
1f Elect Director Stephen Jones Management For For
1g Elect Director Moazzam Khan Management For For
1h Elect Director Sipho Nkosi Management For For
1i Elect Director John Romano Management For For
1j Elect Director Jean-Francois Turgeon 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 Accept Financial Statements and Statutory Reports Management For For
5 Approve Remuneration Report Management For For
6 Ratify PricewaterhouseCoopers LLP as Statutory Auditors Management For For
7 Authorise Board to Fix Remuneration of Auditors Management For For
 
UNIVAR SOLUTIONS INC.
MEETING DATE:  MAY 06, 2021
TICKER:  UNVR       SECURITY ID:  91336L107
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Joan Braca Management For For
1.2 Elect Director Mark J. Byrne Management For For
1.3 Elect Director Daniel P. Doheny Management For For
1.4 Elect Director Richard P. Fox Management For For
1.5 Elect Director Rhonda Germany Management For For
1.6 Elect Director David C. Jukes Management For For
1.7 Elect Director Stephen D. Newlin Management For For
1.8 Elect Director Christopher D. Pappas Management For For
1.9 Elect Director Kerry J. Preete Management For For
1.10 Elect Director Robert L. Wood 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 Eliminate Supermajority Vote Requirement Management For For
 
WESTLAKE CHEMICAL CORPORATION
MEETING DATE:  MAY 13, 2021
TICKER:  WLK       SECURITY ID:  960413102
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director James Y. Chao Management For For
1.2 Elect Director John T. Chao Management For For
1.3 Elect Director Mark A. McCollum Management For For
1.4 Elect Director R. Bruce Northcutt Management For For
2 Amend Certificate of Incorporation to Add Federal Forum Selection Provision Management For For
3 Ratify PricewaterhouseCoopers LLP as Auditor Management For For

VOTE SUMMARY REPORT
SELECT COMMUNICATION SERVICES PORTFOLIO
07/01/2020 - 06/30/2021

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.

 
ACTIVISION BLIZZARD, INC.
MEETING DATE:  JUN 21, 2021
TICKER:  ATVI       SECURITY ID:  00507V109
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Reveta Bowers Management For For
1b Elect Director Robert Corti Management For For
1c Elect Director Hendrik Hartong, III Management For For
1d Elect Director Brian Kelly Management For For
1e Elect Director Robert Kotick Management For For
1f Elect Director Barry Meyer Management For For
1g Elect Director Robert Morgado Management For For
1h Elect Director Peter Nolan Management For For
1i Elect Director Dawn Ostroff Management For For
1j Elect Director Casey Wasserman Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Ratify PricewaterhouseCoopers LLP as Auditors Management For For
 
ALPHABET INC.
MEETING DATE:  JUN 02, 2021
TICKER:  GOOGL       SECURITY ID:  02079K305
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Larry Page Management For For
1b Elect Director Sergey Brin Management For For
1c Elect Director Sundar Pichai Management For For
1d Elect Director John L. Hennessy Management For For
1e Elect Director Frances H. Arnold Management For For
1f Elect Director L. John Doerr Management For For
1g Elect Director Roger W. Ferguson, Jr. Management For For
1h Elect Director Ann Mather Management For For
1i Elect Director Alan R. Mulally Management For For
1j Elect Director K. Ram Shriram Management For For
1k Elect Director Robin L. Washington Management For For
2 Ratify Ernst & Young LLP as Auditors Management For For
3 Approve Omnibus Stock Plan Management For For
4 Approve Recapitalization Plan for all Stock to Have One-vote per Share Shareholder Against For
5 Require Independent Director Nominee with Human and/or Civil Rights Experience Shareholder Against Against
6 Assess Feasibility of Including Sustainability as a Performance Measure for Senior Executive Compensation Shareholder Against Against
7 Report on Takedown Requests Shareholder Against Against
8 Report on Whistleblower Policies and Practices Shareholder Against Against
9 Report on Charitable Contributions Shareholder Against Against
10 Report on Risks Related to Anticompetitive Practices Shareholder Against Against
11 Amend Certificate of Incorporation to Become a Public Benefit Corporation Shareholder Against Against
 
ANGI INC.
MEETING DATE:  JUN 09, 2021
TICKER:  ANGI       SECURITY ID:  00183L102
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Thomas R. Evans Management For For
1.2 Elect Director Alesia J. Haas Management For For
1.3 Elect Director Kendall Handler Management For For
1.4 Elect Director Oisin Hanrahan Management For For
1.5 Elect Director Angela R. Hicks Bowman Management For For
1.6 Elect Director Joseph Levin Management For For
1.7 Elect Director Glenn H. Schiffman Management For For
1.8 Elect Director Mark Stein Management For For
1.9 Elect Director Suzy Welch Management For For
1.10 Elect Director Gregg Winiarski Management For For
1.11 Elect Director Yilu Zhao 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 Ernst & Young LLP as Auditors Management For For
 
AT&T INC.
MEETING DATE:  APR 30, 2021
TICKER:  T       SECURITY ID:  00206R102
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director William E. Kennard Management For For
1b Elect Director Samuel A. Di Piazza, Jr. Management For For
1c Elect Director Scott T. Ford Management For For
1d Elect Director Glenn H. Hutchins Management For For
1e Elect Director Debra L. Lee Management For For
1f Elect Director Stephen J. Luczo Management For For
1g Elect Director Michael B. McCallister Management For For
1h Elect Director Beth E. Mooney Management For For
1i Elect Director Matthew K. Rose Management For For
1j Elect Director John T. Stankey Management For For
1k Elect Director Cynthia B. Taylor Management For For
1l Elect Director Geoffrey Y. Yang Management For For
2 Ratify Ernst & Young LLP as Auditors Management For For
3 Advisory Vote to Ratify Named Executive Officers' Compensation Management For Against
4 Lower Ownership Threshold for Action by Written Consent Shareholder Against Against
 
CINEMARK HOLDINGS, INC.
MEETING DATE:  MAY 20, 2021
TICKER:  CNK       SECURITY ID:  17243V102
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Darcy Antonellis Management For For
1.2 Elect Director Carlos Sepulveda Management For For
1.3 Elect Director Mark Zoradi Management For For
2 Ratify Deloitte and Touche, LLP as Auditors Management For For
3 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
 
COMCAST CORPORATION
MEETING DATE:  JUN 02, 2021
TICKER:  CMCSA       SECURITY ID:  20030N101
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Kenneth J. Bacon Management For For
1.2 Elect Director Madeline S. Bell Management For For
1.3 Elect Director Naomi M. Bergman Management For For
1.4 Elect Director Edward D. Breen Management For For
1.5 Elect Director Gerald L. Hassell Management For For
1.6 Elect Director Jeffrey A. Honickman Management For For
1.7 Elect Director Maritza G. Montiel Management For For
1.8 Elect Director Asuka Nakahara Management For For
1.9 Elect Director David C. Novak Management For For
1.10 Elect Director Brian L. Roberts 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 Risks Posed by the Failing to Prevent Workplace Sexual Harassment Shareholder Against Against
 
DISH NETWORK CORPORATION
MEETING DATE:  APR 30, 2021
TICKER:  DISH       SECURITY ID:  25470M109
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Kathleen Q. Abernathy Management For For
1.2 Elect Director George R. Brokaw Management For For
1.3 Elect Director James DeFranco Management For For
1.4 Elect Director Cantey M. Ergen Management For For
1.5 Elect Director Charles W. Ergen Management For For
1.6 Elect Director Afshin Mohebbi Management For For
1.7 Elect Director Tom A. Ortolf Management For For
1.8 Elect Director Joseph T. Proietti Management For For
2 Ratify KPMG LLP as Auditors Management For For
3 Amend Non-Employee Director Stock Option Plan Management For Against
 
DOORDASH, INC.
MEETING DATE:  JUN 22, 2021
TICKER:  DASH       SECURITY ID:  25809K105
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Tony Xu 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
 
ECHOSTAR CORPORATION
MEETING DATE:  APR 29, 2021
TICKER:  SATS       SECURITY ID:  278768106
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director R. Stanton Dodge Management For For
1.2 Elect Director Michael T. Dugan Management For For
1.3 Elect Director Charles W. Ergen Management For For
1.4 Elect Director Lisa W. Hershman Management For For
1.5 Elect Director Pradman P. Kaul Management For For
1.6 Elect Director C. Michael Schroeder Management For For
1.7 Elect Director Jeffrey R. Tarr Management For For
1.8 Elect Director William D. Wade Management For For
2 Ratify KPMG LLP as Auditors Management For For
3 Amend Non-Employee Director Omnibus Stock Plan Management For Against
 
ELECTRONIC ARTS INC.
MEETING DATE:  AUG 06, 2020
TICKER:  EA       SECURITY ID:  285512109
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Leonard S. Coleman Management For For
1b Elect Director Jay C. Hoag Management For For
1c Elect Director Jeffrey T. Huber Management For For
1d Elect Director Lawrence F. Probst, III Management For For
1e Elect Director Talbott Roche Management For For
1f Elect Director Richard A. Simonson Management For For
1g Elect Director Luis A. Ubinas Management For For
1h Elect Director Heidi J. Ueberroth Management For For
1i Elect Director Andrew Wilson 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 Provide Right to Act by Written Consent Shareholder Against Against
 
FACEBOOK, INC.
MEETING DATE:  MAY 26, 2021
TICKER:  FB       SECURITY ID:  30303M102
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Peggy Alford Management For For
1.2 Elect Director Marc L. Andreessen Management For For
1.3 Elect Director Andrew W. Houston Management For For
1.4 Elect Director Nancy Killefer Management For For
1.5 Elect Director Robert M. Kimmitt Management For For
1.6 Elect Director Sheryl K. Sandberg Management For For
1.7 Elect Director Peter A. Thiel Management For For
1.8 Elect Director Tracey T. Travis Management For For
1.9 Elect Director Mark Zuckerberg Management For For
2 Ratify Ernst & Young LLP as Auditors Management For For
3 Amend Non-Employee Director Compensation Policy Management For Against
4 Approve Recapitalization Plan for all Stock to Have One-vote per Share Shareholder Against For
5 Require Independent Board Chair Shareholder Against Against
6 Report on Online Child Sexual Exploitation Shareholder Against Against
7 Require Independent Director Nominee with Human and/or Civil Rights Experience Shareholder Against Against
8 Report on Platform Misuse Shareholder Against For
9 Amend Certificate of Incorporation to Become a Public Benefit Corporation Shareholder Against Against
 
FLYING EAGLE ACQUISITION CORP.
MEETING DATE:  DEC 16, 2020
TICKER:  FEAC       SECURITY ID:  34407Y103
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1 Approve SPAC Transaction Management For For
2 Amend Charter Management For For
3a Increase Authorized Preferred and Common Stock Management For Against
3b Amend Votes Per Share of Class B Common Stock Management For Against
3c Declassify the Board of Directors Management For For
3d Restrict Right to Act by Written Consent Management For Against
3e Adopt Supermajority Vote Requirement to Amend Charter Management For Against
3f Adopt Supermajority Vote Requirement to Amend Bylaws Management For Against
3g Amend Vote Requirement to Change Number of Directors Management For Against
4 Approve Issuance of Shares for a Private Placement Management For For
5 Approve Omnibus Stock Plan Management For Against
6 Approve Qualified Employee Stock Purchase Plan Management For For
7 Adjourn Meeting Management For Against
 
GCI LIBERTY, INC.
MEETING DATE:  DEC 15, 2020
TICKER:  GLIBA       SECURITY ID:  36164V305
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1 Approve Merger Agreement Management For For
2 Adjourn Meeting Management For For
 
IAC/INTERACTIVECORP
MEETING DATE:  MAY 14, 2021
TICKER:  IAC       SECURITY ID:  44891N109
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1 Approve Spin-Off Agreement Management For For
2 Approve the Corporate Opportunities Charter Amendment Management For For
3 Adjourn Meeting Management For For
4a Elect Director Chelsea Clinton Management For For
4b Elect Director Barry Diller Management For For
4c Elect Director Michael D. Eisner Management For For
4d Elect Director Bonnie S. Hammer Management For For
4e Elect Director Victor A. Kaufman Management For For
4f Elect Director Joseph Levin Management For For
4g Elect Director Bryan Lourd Management For For
4h Elect Director Westley Moore Management For For
4i Elect Director David Rosenblatt Management For For
4j Elect Director Alan G. Spoon Management For For
4k Elect Director Alexander von Furstenberg Management For For
4l Elect Director Richard F. Zannino Management For For
5 Ratify Ernst & Young LLP as Auditors Management For For
6 Advisory Vote to Ratify Named Executive Officers' Compensation Management For Against
7 Advisory Vote on Say on Pay Frequency Management Three Years One Year
 
LAMAR ADVERTISING COMPANY
MEETING DATE:  MAY 20, 2021
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 Ratify KPMG LLP as Auditors Management For For
 
LIBERTY BROADBAND CORPORATION
MEETING DATE:  DEC 15, 2020
TICKER:  LBRDK       SECURITY ID:  530307107
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1 Approve Merger Agreement Management For For
2 Issue Shares in Connection with Merger Management For For
3 Adjourn Meeting Management For For
 
LIBERTY BROADBAND CORPORATION
MEETING DATE:  MAY 26, 2021
TICKER:  LBRDK       SECURITY ID:  530307107
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Julie D. Frist Management For For
1.2 Elect Director J. David Wargo 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 Three Years One Year
5 Require a Majority Vote for the Election of Directors Shareholder Against For
 
LIBERTY MEDIA CORPORATION
MEETING DATE:  MAY 25, 2021
TICKER:  FWONA       SECURITY ID:  531229409
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Brian M. Deevy Management For Withhold
1.2 Elect Director Gregory B. Maffei Management For Withhold
1.3 Elect Director Andrea L. Wong Management For For
2 Ratify KPMG LLP as Auditors Management For For
3 Advisory Vote to Ratify Named Executive Officers' Compensation Management For Against
 
LIBERTY MEDIA CORPORATION
MEETING DATE:  MAY 25, 2021
TICKER:  FWONA       SECURITY ID:  531229870
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Brian M. Deevy Management For Withhold
1.2 Elect Director Gregory B. Maffei Management For Withhold
1.3 Elect Director Andrea L. Wong Management For For
2 Ratify KPMG LLP as Auditors Management For For
3 Advisory Vote to Ratify Named Executive Officers' Compensation Management For Against
 
LIONS GATE ENTERTAINMENT CORP.
MEETING DATE:  SEP 15, 2020
TICKER:  LGF.A       SECURITY ID:  535919401
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Michael Burns Management For For
1b Elect Director Mignon L. Clyburn Management For For
1c Elect Director Gordon Crawford Management For For
1d Elect Director Jon Feltheimer Management For For
1e Elect Director Emily Fine Management For For
1f Elect Director Michael T. Fries Management For For
1g Elect Director Susan McCaw Management For For
1h Elect Director Yvette Ostolaza Management For For
1i Elect Director Mark H. Rachesky Management For For
1j Elect Director Daniel Sanchez Management For For
1k Elect Director Daryl Simm Management For For
1l Elect Director Hardwick Simmons Management For For
1m Elect Director David M. Zaslav Management For For
2 Approve Ernst & Young LLP as Auditors and Authorize Board to Fix Their Remuneration Management For For
3 Advisory Vote to Ratify Named Executive Officers' Compensation Management For Against
4 Amend Omnibus Stock Plan Management For Against
 
LYFT, INC.
MEETING DATE:  JUN 17, 2021
TICKER:  LYFT       SECURITY ID:  55087P104
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director John Zimmer Management For For
1.2 Elect Director Valerie Jarrett Management For For
1.3 Elect Director David Lawee 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 Lobbying Payments and Policy Shareholder Against For
 
MATCH GROUP, INC.
MEETING DATE:  JUN 15, 2021
TICKER:  MTCH       SECURITY ID:  57667L107
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Wendi Murdoch Management For For
1b Elect Director Glenn H. Schiffman Management For For
1c Elect Director Pamela S. Seymon Management For For
2 Approve Qualified Employee Stock Purchase Plan Management For For
3 Ratify Ernst & Young LLP as Auditors Management For For
 
MILLICOM INTERNATIONAL CELLULAR SA
MEETING DATE:  MAY 04, 2021
TICKER:  TIGO       SECURITY ID:  L6388F110
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1 Appoint Alexander Koch as Chairman of Meeting and Empower Chairman to Appoint Other Members of Bureau Management For For
2 Receive Board's and Auditor's Reports Management For For
3 Approve Consolidated Financial Statements and Statutory Reports Management For For
4 Approve Allocation of Income Management For For
5 Approve Discharge of Directors Management For For
6 Fix Number of Directors at Nine Management For For
7 Reelect Jose Antonio Rios Garcia as Director Management For For
8 Reelect Pernille Erenbjerg as Director Management For For
9 Reelect Odilon Almeida as Director Management For For
10 Reelect Mauricio Ramos as Director Management For For
11 Reelect James Thompson as Director Management For For
12 Reelect Mercedes Johnson as Director Management For For
13 Elect Sonia Dula as Director Management For For
14 Elect Lars-Johan Jarnheimer as Director Management For For
15 Elect Bruce Churchill as Director Management For For
16 Reelect Jose Antonio Rios Garcia as Board Chairman Management For For
17 Approve Remuneration of Directors Management For For
18 Renew Appointment of Ernst & Young S.A. as Auditor and Authorize Board to Fix Their Remuneration Management For For
19 Approve Procedure on Appointment of Nomination Committee and Determination of Assignment of Nomination Committee Management For For
20 Approve Share Repurchase Plan Management For For
21 Approve Remuneration Report Management For For
22 Approve Senior Management Remuneration Policy Management For For
23 Approve Share-Based Incentive Plans Management For For
 
MOTORSPORT GAMES INC.
MEETING DATE:  JUN 18, 2021
TICKER:  MSGM       SECURITY ID:  62011B102
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director James William Allen Management For Withhold
1.2 Elect Director Rob Dyrdek Management For Withhold
2 Ratify Dixon Hughes Goodman LLP as Auditors Management For For
 
NETFLIX, INC.
MEETING DATE:  JUN 03, 2021
TICKER:  NFLX       SECURITY ID:  64110L106
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Richard N. Barton Management For Withhold
1b Elect Director Rodolphe Belmer Management For For
1c Elect Director Bradford L. Smith Management For For
1d Elect Director Anne M. Sweeney 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 Report on Political Contributions Shareholder Against For
5 Adopt Simple Majority Vote Shareholder Against For
6 Improve the Executive Compensation Philosophy Shareholder Against Against
 
OUTFRONT MEDIA INC.
MEETING DATE:  JUN 08, 2021
TICKER:  OUT       SECURITY ID:  69007J106
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Manuel A. Diaz Management For For
1.2 Elect Director Michael J. Dominguez Management For For
1.3 Elect Director Peter Mathes Management For For
1.4 Elect Director Susan M. Tolson Management For For
2 Ratify PricewaterhouseCoopers LLP as Auditor 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
 
S4 CAPITAL PLC
MEETING DATE:  JUN 07, 2021
TICKER:  SFOR       SECURITY ID:  G8059H124
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 Employee Stock Purchase Plan Management For For
4 Re-elect Sir Martin Sorrell as Director Management For For
5 Re-elect Victor Knaap as Director Management For For
6 Re-elect Wesley ter Haar as Director Management For For
7 Re-elect Pete Kim as Director Management For For
8 Re-elect Christopher Martin as Director Management For For
9 Re-elect Peter Rademaker as Director Management For For
10 Re-elect Paul Roy as Director Management For For
11 Re-elect Rupert Walker as Director Management For For
12 Re-elect Susan Prevezer as Director Management For For
13 Re-elect Daniel Pinto as Director Management For For
14 Re-elect Scott Spirit as Director Management For For
15 Re-elect Elizabeth Buchanan as Director Management For For
16 Re-elect Margaret Ma Connolly as Director Management For For
17 Re-elect Naoko Okumoto as Director Management For For
18 Elect Miles Young as Director Management For For
19 Reappoint PricewaterhouseCoopers LLP as Auditors Management For For
20 Authorise Board to Fix Remuneration of Auditors 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 Equity without Pre-emptive Rights in Connection with an Acquisition or Other Capital Investment Management For For
24 Authorise Issue Equity without Pre-emptive Rights Reserved to Overseas Shareowners Management For For
25 Authorise Market Purchase of Ordinary Shares Management For For
26 Authorise the Company to Call General Meeting with Two Weeks' Notice Management For For
27 Adopt New Articles of Association Management For For
 
SKILLZ, INC.
MEETING DATE:  MAY 26, 2021
TICKER:  SKLZ       SECURITY ID:  83067L109
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Andrew Paradise Management For For
1b Elect Director Casey Chafkin Management For For
1c Elect Director Christopher S. Gaffney Management For For
1d Elect Director Harry E. Sloan Management For For
1e Elect Director Jerry Bruckheimer Management For For
1f Elect Director Kent Wakeford Management For For
1g Elect Director Vandana Mehta-Krantz Management For For
2 Ratify Ernst & Young LLP as Auditors Management For For
 
SONY GROUP CORP.
MEETING DATE:  JUN 22, 2021
TICKER:  6758       SECURITY ID:  J76379106
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Yoshida, Kenichiro Management For For
1.2 Elect Director Totoki, Hiroki Management For For
1.3 Elect Director Sumi, Shuzo Management For For
1.4 Elect Director Tim Schaaff Management For For
1.5 Elect Director Oka, Toshiko Management For For
1.6 Elect Director Akiyama, Sakie Management For For
1.7 Elect Director Wendy Becker Management For For
1.8 Elect Director Hatanaka, Yoshihiko Management For For
1.9 Elect Director Adam Crozier Management For For
1.10 Elect Director Kishigami, Keiko Management For For
1.11 Elect Director Joseph A. Kraft Jr Management For For
2 Approve Stock Option Plan Management For For
 
SPOTIFY TECHNOLOGY SA
MEETING DATE:  APR 21, 2021
TICKER:  SPOT       SECURITY ID:  L8681T102
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1 Approve Consolidated Financial Statements and Statutory Reports Management For For
2 Approve Allocation of Income Management For For
3 Approve Discharge of Directors Management For For
4a Elect Daniel Ek as A Director Management For For
4b Elect Martin Lorentzon as A Director Management For For
4c Elect Shishir Samir Mehrotra as A Director Management For For
4d Elect Christopher Marshall as B Director Management For For
4e Elect Barry McCarthy as B Director Management For For
4f Elect Heidi O'Neill as B Director Management For For
4g Elect Ted Sarandos as B Director Management For For
4h Elect Thomas Owen Staggs as B Director Management For For
4i Elect Cristina Mayville Stenbeck as B Director Management For For
4j Elect Mona Sutphen as B Director Management For For
4k Elect Padmasree Warrior as B Director Management For For
5 Appoint Ernst & Young S.A. as Auditor Management For For
6 Approve Remuneration of Directors Management For For
7 Approve Share Repurchase Management For For
8 Authorize Guy Harles and Alexandre Gobert to Execute and Deliver, and with Full Power of Substitution, Any Documents Necessary or Useful in Connection with the Annual Filing and Registration Required by the Luxembourg Laws Management For For
 
T-MOBILE US, INC.
MEETING DATE:  JUN 03, 2021
TICKER:  TMUS       SECURITY ID:  872590104
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Marcelo Claure Management For For
1.2 Elect Director Srikant M. Datar Management For For
1.3 Elect Director Bavan M. Holloway Management For For
1.4 Elect Director Timotheus Hottges Management For For
1.5 Elect Director Christian P. Illek Management For For
1.6 Elect Director Raphael Kubler Management For For
1.7 Elect Director Thorsten Langheim Management For For
1.8 Elect Director Dominique Leroy Management For For
1.9 Elect Director G. Michael (Mike) Sievert Management For For
1.10 Elect Director Teresa A. Taylor Management For For
1.11 Elect Director Omar Tazi Management For For
1.12 Elect Director Kelvin R. Westbrook Management For For
1.13 Elect Director Michael Wilkens Management For For
2 Ratify PricewaterhouseCoopers LLP as Auditors Management For For
 
TAKE-TWO INTERACTIVE SOFTWARE, INC.
MEETING DATE:  SEP 16, 2020
TICKER:  TTWO       SECURITY ID:  874054109
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Strauss Zelnick Management For For
1.2 Elect Director Michael Dornemann Management For For
1.3 Elect Director J Moses Management For For
1.4 Elect Director Michael Sheresky Management For For
1.5 Elect Director LaVerne Srinivasan Management For For
1.6 Elect Director Susan Tolson Management For For
1.7 Elect Director Paul Viera Management For For
1.8 Elect Director Roland Hernandez 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 Ernst & Young LLP as Auditors Management For For
 
TECHTARGET, INC.
MEETING DATE:  JUN 08, 2021
TICKER:  TTGT       SECURITY ID:  87874R100
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Robert D. Burke Management For For
1.2 Elect Director Bruce Levenson Management For For
2 Ratify Stowe & Degon, LLC as Auditors Management For For
3 Amend Omnibus Stock Plan Management For For
 
THE MARCUS CORPORATION
MEETING DATE:  MAY 06, 2021
TICKER:  MCS       SECURITY ID:  566330106
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Stephen H. Marcus Management For For
1.2 Elect Director Gregory S. Marcus Management For For
1.3 Elect Director Diane Marcus Gershowitz Management For For
1.4 Elect Director Allan H. Selig Management For For
1.5 Elect Director Timothy E. Hoeksema Management For For
1.6 Elect Director Bruce J. Olson Management For For
1.7 Elect Director Philip L. Milstein Management For For
1.8 Elect Director Brian J. Stark Management For For
1.9 Elect Director Katherine M. Gehl Management For For
1.10 Elect Director David M. Baum 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 Deloitte & Touche LLP as Auditor Management For For
 
THE WALT DISNEY COMPANY
MEETING DATE:  MAR 09, 2021
TICKER:  DIS       SECURITY ID:  254687106
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Susan E. Arnold Management For For
1b Elect Director Mary T. Barra Management For For
1c Elect Director Safra A. Catz Management For For
1d Elect Director Robert A. Chapek Management For For
1e Elect Director Francis A. deSouza Management For For
1f Elect Director Michael B.G. Froman Management For For
1g Elect Director Robert A. Iger Management For For
1h Elect Director Maria Elena Lagomasino Management For For
1i Elect Director Mark G. Parker Management For For
1j Elect Director Derica W. Rice 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 Lobbying Payments and Policy Shareholder Against Against
5 Adopt a Policy to Include Non-Management Employees as Prospective Director Candidates Shareholder Against Against
 
TWITTER, INC.
MEETING DATE:  JUN 24, 2021
TICKER:  TWTR       SECURITY ID:  90184L102
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Jesse Cohn Management For For
1b Elect Director Martha Lane Fox Management For For
1c Elect Director Fei-Fei Li Management For For
1d Elect Director David Rosenblatt 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 Declassify the Board of Directors Management For For
6 Report on Climate Change *Withdrawn Resolution* Shareholder None None
7 Require Independent Director Nominee with Human and/or Civil Rights Experience Shareholder Against Against
 
VONAGE HOLDINGS CORP.
MEETING DATE:  JUN 03, 2021
TICKER:  VG       SECURITY ID:  92886T201
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Hamid Akhavan Management For For
1b Elect Director Jeffrey A. Citron Management For For
1c Elect Director Stephen Fisher Management For For
1d Elect Director Jan Hauser Management For For
1e Elect Director Priscilla Hung Management For For
1f Elect Director Carolyn Katz Management For For
1g Elect Director Michael J. McConnell Management For For
1h Elect Director Rory Read Management For For
1i Elect Director John J. Roberts Management For For
1j Elect Director Tien Tzuo Management For For
2 Ratify Deloitte and Touche, LLP as Auditors Management For For
3 Advisory Vote to Ratify Named Executive Officers' Compensation Management For Against
 
WORLD WRESTLING ENTERTAINMENT, INC.
MEETING DATE:  JUL 16, 2020
TICKER:  WWE       SECURITY ID:  98156Q108
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Vincent K. McMahon Management For For
1.2 Elect Director Stephanie McMahon Levesque Management For For
1.3 Elect Director Paul "Triple H" Levesque Management For For
1.4 Elect Director Stuart U. Goldfarb Management For For
1.5 Elect Director Laureen Ong Management For For
1.6 Elect Director Robyn W. Peterson Management For For
1.7 Elect Director Frank A. Riddick, III Management For For
1.8 Elect Director Man Jit Singh Management For For
1.9 Elect Director Jeffrey R. Speed Management For For
1.10 Elect Director Alan M. Wexler 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
 
WORLD WRESTLING ENTERTAINMENT, INC.
MEETING DATE:  MAY 27, 2021
TICKER:  WWE       SECURITY ID:  98156Q108
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Vincent K. McMahon Management For For
1.2 Elect Director Nick Khan Management For For
1.3 Elect Director Stephanie McMahon Levesque Management For For
1.4 Elect Director Paul Levesque Management For For
1.5 Elect Director Steve Koonin Management For For
1.6 Elect Director Erika Nardini Management For For
1.7 Elect Director Laureen Ong Management For For
1.8 Elect Director Steve Pamon Management For For
1.9 Elect Director Frank A. Riddick, III Management For For
1.10 Elect Director Connor Schell Management For For
1.11 Elect Director Man Jit Singh Management For For
1.12 Elect Director Jeffrey R. Speed Management For For
1.13 Elect Director Alan M. Wexler 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
 
ZILLOW GROUP, INC.
MEETING DATE:  JUN 08, 2021
TICKER:  Z       SECURITY ID:  98954M101
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Erik Blachford Management For For
1.2 Elect Director Gordon Stephenson Management For For
1.3 Elect Director Claire Cormier Thielke 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 Three Years One Year
 
ZYNGA INC.
MEETING DATE:  MAY 17, 2021
TICKER:  ZNGA       SECURITY ID:  98986T108
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Mark Pincus Management For For
1b Elect Director Frank Gibeau Management For For
1c Elect Director Regina E. Dugan Management For For
1d Elect Director William "Bing" Gordon Management For For
1e Elect Director Louis J. Lavigne, Jr. Management For For
1f Elect Director Carol G. Mills Management For For
1g Elect Director Janice M. Roberts Management For For
1h Elect Director Ellen F. Siminoff Management For For
1i Elect Director Noel B. Watson, Jr. Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For Against
3 Ratify Ernst & Young LLP as Auditors Management For For
4 Reduce Ownership Threshold for Shareholders to Call Special Meeting Shareholder Against Against

VOTE SUMMARY REPORT
SELECT COMMUNICATIONS EQUIPMENT PORTFOLIO
07/01/2020 - 06/30/2021

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.

 
ACACIA COMMUNICATIONS, INC.
MEETING DATE:  MAR 01, 2021
TICKER:  ACIA       SECURITY ID:  00401C108
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
 
ADTRAN, INC.
MEETING DATE:  MAY 12, 2021
TICKER:  ADTN       SECURITY ID:  00738A106
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Thomas R. Stanton Management For For
1b Elect Director H. Fenwick Huss Management For For
1c Elect Director Gregory J. McCray Management For For
1d Elect Director Balan Nair Management For For
1e Elect Director Jacqueline H. "Jackie" Rice Management For For
1f Elect Director Kathryn A. Walker Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Ratify PricewaterhouseCoopers LLP as Auditor Management For For
 
ARISTA NETWORKS, INC.
MEETING DATE:  JUN 01, 2021
TICKER:  ANET       SECURITY ID:  040413106
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Kelly Battles Management For For
1.2 Elect Director Andreas Bechtolsheim Management For For
1.3 Elect Director Jayshree Ullal 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
 
CALIX, INC.
MEETING DATE:  MAY 13, 2021
TICKER:  CALX       SECURITY ID:  13100M509
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Don Listwin Management For For
1.2 Elect Director Kevin Peters Management For For
1.3 Elect Director J. Daniel Plants Management For For
2 Amend Omnibus Stock Plan Management For Against
3 Amend Qualified Employee Stock Purchase Plan Management For For
4 Amend Nonqualified Employee Stock Purchase Plan Management For For
5 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
6 Ratify KPMG LLP as Auditors Management For For
 
CAMBIUM NETWORKS CORPORATION
MEETING DATE:  JUN 09, 2021
TICKER:  CMBM       SECURITY ID:  G17766109
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Robert Amen Management For Withhold
1.2 Elect Director Vikram Verma Management For Withhold
2 Ratify KPMG LLP as Auditors Management For For
 
CASA SYSTEMS, INC.
MEETING DATE:  MAY 13, 2021
TICKER:  CASA       SECURITY ID:  14713L102
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Jerry Guo Management For For
1.2 Elect Director Daniel S. Mead Management For For
2 Ratify Ernst and Young LLP as Auditor Management For For
 
CIENA CORPORATION
MEETING DATE:  APR 01, 2021
TICKER:  CIEN       SECURITY ID:  171779309
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Hassan M. Ahmed Management For For
1b Elect Director Bruce L. Claflin Management For For
1c Elect Director T. Michael Nevens Management For For
1d Elect Director Patrick T. Gallagher Management For For
2 Amend Qualified Employee Stock Purchase Plan Management For For
3 Ratify PricewaterhouseCoopers LLP as Auditors Management For For
4 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
 
CISCO SYSTEMS, INC.
MEETING DATE:  DEC 10, 2020
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 Kristina M. Johnson Management For For
1f Elect Director Roderick C. McGeary Management For For
1g Elect Director Charles H. Robbins Management For For
1h Elect Director Arun Sarin - Withdrawn Management None None
1i Elect Director Brenton L. Saunders Management For For
1j Elect Director Lisa T. Su Management For For
2 Change State of Incorporation from California to Delaware Management For For
3 Amend Omnibus Stock Plan Management For For
4 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
5 Ratify PricewaterhouseCoopers LLP as Auditors Management For For
6 Require Independent Board Chair Shareholder Against Against
 
CITRIX SYSTEMS, INC.
MEETING DATE:  JUN 04, 2021
TICKER:  CTXS       SECURITY ID:  177376100
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Robert M. Calderoni Management For For
1b Elect Director Nanci E. Caldwell Management For For
1c Elect Director Murray J. Demo Management For For
1d Elect Director Ajei S. Gopal Management For For
1e Elect Director David J. Henshall Management For For
1f Elect Director Thomas E. Hogan Management For For
1g Elect Director Moira A. Kilcoyne Management For For
1h Elect Director Robert E. Knowling, Jr. Management For For
1i Elect Director Peter J. Sacripanti Management For For
1j Elect Director J. Donald Sherman 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 Adopt Simple Majority Vote Shareholder None For
 
CLOUDFLARE, INC.
MEETING DATE:  JUN 03, 2021
TICKER:  NET       SECURITY ID:  18915M107
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Maria Eitel Management For For
1.2 Elect Director Matthew Prince Management For For
1.3 Elect Director Katrin Suder 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
 
COMMSCOPE HOLDING COMPANY, INC.
MEETING DATE:  MAY 07, 2021
TICKER:  COMM       SECURITY ID:  20337X109
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1 Declassify the Board of Directors Management For For
3a Elect Director Mary S. Chan Management For For
3b Elect Director Stephen (Steve) C. Gray Management For For
3c Elect Director L. William (Bill) Krause Management For For
3d Elect Director Derrick A. Roman Management For For
4 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
5 Amend Omnibus Stock Plan Management For Against
6 Approve Termination of Executive Performance Options and Grant of Selective Performance-Based Retention Equity Awards Management For Against
7 Ratify Ernst & Young LLP as Auditors Management For For
 
COMMVAULT SYSTEMS, INC.
MEETING DATE:  AUG 27, 2020
TICKER:  CVLT       SECURITY ID:  204166102
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director R. Todd Bradley Management For For
1.2 Elect Director Charles "Chuck" E. Moran Management For For
1.3 Elect Director Allison Pickens Management For For
1.4 Elect Director Arlen Shenkman Management For For
2 Declassify the Board of Directors Management For For
3 Ratify Ernst & Young LLP as Auditors Management For For
4 Amend Omnibus Stock Plan Management For For
5 Advisory Vote to Ratify Named Executive Officers' Compensation Management For Against
 
CROWDSTRIKE HOLDINGS, INC.
MEETING DATE:  JUL 06, 2020
TICKER:  CRWD       SECURITY ID:  22788C105
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Denis J. O'Leary Management For For
1.2 Elect Director Joseph E. Sexton Management For For
1.3 Elect Director Godfrey R. Sullivan Management For For
2 Ratify PricewaterhouseCoopers LLP as Auditors Management For For
 
ECHOSTAR CORPORATION
MEETING DATE:  APR 29, 2021
TICKER:  SATS       SECURITY ID:  278768106
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director R. Stanton Dodge Management For For
1.2 Elect Director Michael T. Dugan Management For For
1.3 Elect Director Charles W. Ergen Management For For
1.4 Elect Director Lisa W. Hershman Management For For
1.5 Elect Director Pradman P. Kaul Management For For
1.6 Elect Director C. Michael Schroeder Management For For
1.7 Elect Director Jeffrey R. Tarr Management For For
1.8 Elect Director William D. Wade Management For For
2 Ratify KPMG LLP as Auditors Management For For
3 Amend Non-Employee Director Omnibus Stock Plan Management For Against
 
EVERTZ TECHNOLOGIES LIMITED
MEETING DATE:  OCT 07, 2020
TICKER:  ET       SECURITY ID:  30041N107
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Romolo Magarelli Management For For
1.2 Elect Director Douglas A. DeBruin Management For For
1.3 Elect Director Christopher M. Colclough Management For For
1.4 Elect Director Thomas V. Pistor Management For For
1.5 Elect Director Ian L. McWalter Management For For
1.6 Elect Director Rakesh Patel Management For For
1.7 Elect Director Brian Piccioni Management For For
2 Approve BDO Canada LLP as Auditors and Authorize Board to Fix Their Remuneration Management For For
 
EXTREME NETWORKS, INC.
MEETING DATE:  NOV 05, 2020
TICKER:  EXTR       SECURITY ID:  30226D106
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Charles P. Carinalli Management For For
1.2 Elect Director Kathleen M. Holmgren Management For For
1.3 Elect Director Rajendra Khanna Management For For
1.4 Elect Director Edward H. Kennedy Management For For
1.5 Elect Director Edward B. Meyercord Management For For
1.6 Elect Director John C. Shoemaker Management For For
1.7 Elect Director Ingrid J. Burton 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 NOL Rights Plan (NOL Pill) Management For Against
 
F5 NETWORKS, INC.
MEETING DATE:  MAR 11, 2021
TICKER:  FFIV       SECURITY ID:  315616102
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Sandra E. Bergeron Management For For
1b Elect Director Elizabeth L. Buse Management For For
1c Elect Director Michel Combes Management For For
1d Elect Director Michael L. Dreyer Management For For
1e Elect Director Alan J. Higginson Management For For
1f Elect Director Peter S. Klein Management For For
1g Elect Director Francois Locoh-Donou Management For For
1h Elect Director Nikhil Mehta Management For For
1i Elect Director Marie E. Myers Management For For
1j Elect Director Sripada Shivananda Management For For
2 Amend Omnibus Stock Plan Management For For
3 Ratify PricewaterhouseCoopers LLP as Auditors Management For For
4 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
 
FORTINET, INC.
MEETING DATE:  JUN 18, 2021
TICKER:  FTNT       SECURITY ID:  34959E109
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Ken Xie Management For For
1.2 Elect Director Michael Xie Management For For
1.3 Elect Director Kelly Ducourty Management For For
1.4 Elect Director Kenneth A. Goldman Management For For
1.5 Elect Director Ming Hsieh Management For For
1.6 Elect Director Jean Hu Management For For
1.7 Elect Director William H. Neukom Management For For
1.8 Elect Director Judith Sim 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
 
HARMONIC INC.
MEETING DATE:  JUN 08, 2021
TICKER:  HLIT       SECURITY ID:  413160102
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Patrick J. Harshman Management For For
1.2 Elect Director Patrick Gallagher Management For For
1.3 Elect Director Deborah L. Clifford Management For For
1.4 Elect Director David Krall Management For For
1.5 Elect Director Mitzi Reaugh Management For For
1.6 Elect Director Susan G. Swenson Management For For
1.7 Elect Director Nikos Theodosopoulos Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Amend Qualified Employee Stock Purchase Plan Management For For
4 Amend Non-Employee Director Omnibus Stock Plan Management For For
5 Ratify Ernst & Young LLP as Auditors Management For For
 
JUNIPER NETWORKS, INC.
MEETING DATE:  MAY 13, 2021
TICKER:  JNPR       SECURITY ID:  48203R104
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Gary Daichendt Management For For
1b Elect Director Anne DelSanto Management For For
1c Elect Director Kevin DeNuccio Management For For
1d Elect Director James Dolce Management For For
1e Elect Director Christine Gorjanc Management For For
1f Elect Director Janet Haugen Management For For
1g Elect Director Scott Kriens Management For For
1h Elect Director Rahul Merchant Management For For
1i Elect Director Rami Rahim Management For For
1j Elect Director William Stensrud 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
 
LUMENTUM HOLDINGS INC.
MEETING DATE:  NOV 19, 2020
TICKER:  LITE       SECURITY ID:  55024U109
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Penelope A. Herscher Management For For
1b Elect Director Harold L. Covert Management For For
1c Elect Director Julia S. Johnson Management For For
1d Elect Director Brian J. Lillie Management For For
1e Elect Director Alan S. Lowe Management For For
1f Elect Director Ian S. Small Management For For
1g Elect Director Janet S. Wong 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
 
MOTOROLA SOLUTIONS, INC.
MEETING DATE:  MAY 18, 2021
TICKER:  MSI       SECURITY ID:  620076307
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Gregory Q. Brown Management For For
1b Elect Director Kenneth D. Denman Management For For
1c Elect Director Egon P. Durban Management For For
1d Elect Director Clayton M. Jones Management For For
1e Elect Director Judy C. Lewent Management For For
1f Elect Director Gregory K. Mondre Management For For
1g Elect Director Joseph M. Tucci Management For For
2 Ratify PricewaterhouseCoopers LLP as Auditor Management For For
3 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
 
NETSCOUT SYSTEMS, INC.
MEETING DATE:  SEP 10, 2020
TICKER:  NTCT       SECURITY ID:  64115T104
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Joseph G. Hadzima, Jr. Management For For
1.2 Elect Director Christopher Perretta Management For For
1.3 Elect Director Susan L. Spradley Management For For
2 Amend Omnibus Stock Plan Management For For
3 Ratify PricewaterhouseCoopers LLP as Auditors Management For For
4 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
 
NOKIA OYJ
MEETING DATE:  APR 08, 2021
TICKER:  NOKIA       SECURITY ID:  654902204
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1 Open Meeting Management None None
2 Call the Meeting to Order Management None None
3 Designate Inspector or Shareholder Representative(s) of Minutes of Meeting Management None None
4 Acknowledge Proper Convening of Meeting Management None None
5 Prepare and Approve List of Shareholders Management None None
6 Receive Financial Statements and Statutory Reports Management None None
7 Accept Financial Statements and Statutory Reports Management For For
8 Approve Treatment of Net Loss Management For For
9 Approve Discharge of Board and President Management For For
10 Approve Remuneration Report (Advisory Vote) Management For For
11 Approve Remuneration of Directors in the Amount of EUR 440,000 to Chair, EUR 185,000 to Vice Chair and EUR 160,000 to Other Directors; Approve Remuneration for Committee Work; Approve Meeting Fees Management For For
12 Fix Number of Directors at Eight Management For For
13.1 Reelect Sari Baldauf as Director Management For For
13.2 Reelect Bruce Brown as Director Management For For
13.3 Reelect Thomas Dannenfeldt as Director Management For For
13.4 Reelect Jeanette Horan as Director Management For For
13.5 Reelect Edward Kozel as Director Management For For
13.6 Reelect Soren Skou as Director Management For For
13.7 Reelect Carla Smits-Nusteling as Director Management For For
13.8 Reelect Kari Stadigh as Director Management For For
14 Approve Remuneration of Auditors Management For For
15 Ratify Deloitte as Auditors Management For For
16 Authorize Share Repurchase Program Management For For
17 Approve Issuance of up to 550 Million Shares without Preemptive Rights Management For For
18 Close Meeting Management None None
 
PALO ALTO NETWORKS, INC.
MEETING DATE:  DEC 09, 2020
TICKER:  PANW       SECURITY ID:  697435105
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Nikesh Arora Management For For
1b Elect Director Carl Eschenbach Management For Withhold
1c Elect Director Lorraine Twohill 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
 
PING IDENTITY HOLDING CORP.
MEETING DATE:  MAY 06, 2021
TICKER:  PING       SECURITY ID:  72341T103
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Rod Aliabadi Management For For
1.2 Elect Director Diane Gherson Management For For
1.3 Elect Director Andre Durand Management For For
1.4 Elect Director Paul Martin 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
 
PLANTRONICS, INC.
MEETING DATE:  JUL 27, 2020
TICKER:  PLT       SECURITY ID:  727493108
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Robert Hagerty Management For For
1b Elect Director Marv Tseu Management For For
1c Elect Director Frank Baker Management For For
1d Elect Director Kathy Crusco Management For For
1e Elect Director Brian Dexheimer Management For For
1f Elect Director Gregg Hammann Management For For
1g Elect Director John Hart Management For For
1h Elect Director Guido Jouret Management For For
1i Elect Director Marshall Mohr Management For For
1j Elect Director Daniel Moloney Management For For
2 Amend Qualified Employee Stock Purchase Plan Management For For
3 Amend Omnibus Stock Plan Management For For
4 Ratify PricewaterhouseCoopers LLP as Auditors Management For For
5 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
 
RACKSPACE TECHNOLOGY, INC.
MEETING DATE:  MAY 12, 2021
TICKER:  RXT       SECURITY ID:  750102105
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Susan Arthur Management For For
1.2 Elect Director Jeffrey Benjamin Management For For
1.3 Elect Director Aaron Sobel 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
 
RADWARE LTD.
MEETING DATE:  NOV 10, 2020
TICKER:  RDWR       SECURITY ID:  M81873107
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Gabi Seligsohn as Director Management For For
1b Elect Stanley B. Stern as Director Management For For
1c Elect Naama Zeldis as Director Management For For
2 Amend Articles Re: Shareholder Proposals Management For For
3 Approve Grants of Equity-Based Awards to the President and CEO Management For Against
4 Approve Amendments to Compensation Policy for the Directors and Officers of the Company Management For For
5 Authorize Yehuda Zisapel to Act as Chairman Management For For
6 Reappoint Kost Forer Gabbay & Kasierer as Auditors and Authorize Board to Fix Their Remuneration Management For For
7 Discuss Financial Statements and the Report of the Board Management None None
A Vote FOR if you are NOT a controlling shareholder and do NOT have a personal interest in one or several resolutions, as indicated in the proxy card; otherwise, vote AGAINST Management None For
 
RAPID7, INC.
MEETING DATE:  JUN 10, 2021
TICKER:  RPD       SECURITY ID:  753422104
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Michael Berry Management For For
1.2 Elect Director Marc Brown Management For For
1.3 Elect Director Christina Kosmowski Management For For
2 Ratify KPMG LLP as Auditors Management For For
3 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
 
RIBBON COMMUNICATIONS INC.
MEETING DATE:  MAY 27, 2021
TICKER:  RBBN       SECURITY ID:  762544104
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Mariano S. de Beer Management For For
1b Elect Director R. Stewart Ewing, Jr. Management For For
1c Elect Director Bruns H. Grayson Management For For
1d Elect Director Beatriz V. Infante Management For For
1e Elect Director Bruce W. McClelland Management For For
1f Elect Director Krish A. Prabhu Management For For
1g Elect Director Shaul Shani Management For For
1h Elect Director Richard W. Smith Management For For
1i Elect Director Tanya Tamone 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
 
SIERRA WIRELESS, INC.
MEETING DATE:  JUN 02, 2021
TICKER:  SW       SECURITY ID:  826516106
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Robin A. Abrams Management For For
1.2 Elect Director James R. Anderson Management For For
1.3 Elect Director Karima Bawa Management For For
1.4 Elect Director Russell N. Jones Management For For
1.5 Elect Director Thomas K. Linton Management For For
1.6 Elect Director Martin D. Mc Court Management For For
1.7 Elect Director Lori M. O'Neill Management For For
1.8 Elect Director Thomas Sieber Management For For
1.9 Elect Director Kent P. Thexton Management For For
1.10 Elect Director Mark Twaalfhoven Management For For
1.11 Elect Director Gregory L. Waters Management For For
2 Approve Ernst & Young LLP as Auditors and Authorize Board to Fix Their Remuneration Management For For
3 Amend 2011 Treasury Based Restricted Share Unit Plan Management For For
4 Amend Stock Option Plan Management For For
5 Advisory Vote on Executive Compensation Approach Management For For
 
SMITH MICRO SOFTWARE, INC.
MEETING DATE:  JUN 08, 2021
TICKER:  SMSI       SECURITY ID:  832154207
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Thomas G. Campbell Management For Withhold
1.2 Elect Director Steven L. Elfman Management For Withhold
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Ratify SingerLewak LLP as Auditors Management For For
 
TELEFONAKTIEBOLAGET LM ERICSSON
MEETING DATE:  MAR 30, 2021
TICKER:  ERIC.B       SECURITY ID:  294821608
Proposal No Proposal Proposed By Management Recommendation Vote Cast
A Indicate FOR if you are both the Record Holder and Beneficial Owner of the ADS or AGAINST if you are the Record Holder of such ADS Acting on Behalf of the Beneficial Owner Management None Did Not Vote
1 Elect Chairman of Meeting Management For Did Not Vote
2 Designate Inspector(s) of Minutes 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 Acknowledge Proper Convening of Meeting Management For Did Not Vote
6 Receive Financial Statements and Statutory Reports Management None None
7.1 Accept Financial Statements and Statutory Reports Management For Did Not Vote
7.2 Approve Remuneration Report Management For Did Not Vote
7.3a Approve Discharge of Board Chairman Ronnie Leten Management For Did Not Vote
7.3b Approve Discharge of Board Member Helena Stjernholm Management For Did Not Vote
7.3c Approve Discharge of Board Member Jacob Wallenberg Management For Did Not Vote
7.3d Approve Discharge of Board Member Jon Fredrik Baksaas Management For Did Not Vote
7.3e Approve Discharge of Board Member Jan Carlson Management For Did Not Vote
7.3f Approve Discharge of Board Member Nora Denzel Management For Did Not Vote
7.3g Approve Discharge of Board Member Borje Ekholm Management For Did Not Vote
7.3h Approve Discharge of Board Member Eric A. Elzvik Management For Did Not Vote
7.3i Approve Discharge of Board Member Kurt Jofs Management For Did Not Vote
7.3j Approve Discharge of Board Member Kristin S. Rinne Management For Did Not Vote
7.3k Approve Discharge of Employee Representative Torbjorn Nyman Management For Did Not Vote
7.3l Approve Discharge of Employee Representative Kjell-Ake Soting Management For Did Not Vote
7.3m Approve Discharge of Employee Representative Roger Svensson Management For Did Not Vote
7.3n Approve Discharge of Deputy Employee Representative Per Holmberg Management For Did Not Vote
7.3o Approve Discharge of Deputy Employee Representative Anders Ripa Management For Did Not Vote
7.3p Approve Discharge of Deputy Employee Representative Loredana Roslund Management For Did Not Vote
7.3q Approve Discharge of President Borje Ekholm Management For Did Not Vote
7.4 Approve Allocation of Income and Dividends of SEK 2 Per Share Management For Did Not Vote
8 Determine Number of Directors (10) and Deputy Directors (0) of Board Management For Did Not Vote
9 Approve Remuneration of Directors in the Amount of SEK 4.2 Million for Chairman and SEK 1.06 Million for Other Directors, Approve Remuneration for Committee Work Management For Did Not Vote
10.1 Reelect Jon Fredrik Baksaas as Director Management For Did Not Vote
10.2 Reelect Jan Carlson as Director Management For Did Not Vote
10.3 Reelect Nora Denzel as Director Management For Did Not Vote
10.4 Reelect Borje Ekholm as Director Management For Did Not Vote
10.5 Reelect Eric A. Elzvik as Director Management For Did Not Vote
10.6 Reelect Kurt Jofs as Director Management For Did Not Vote
10.7 Reelect Ronnie Leten as Director Management For Did Not Vote
10.8 Reelect Kristin S. Rinne as Director Management For Did Not Vote
10.9 Reelect Helena Stjernholm as Director Management For Did Not Vote
10.10 Reelect Jacob Wallenberg as Director Management For Did Not Vote
11 Reelect Ronnie Leten as Board Chair Management For Did Not Vote
12 Determine Number of Auditors (1) and Deputy Auditors (0) Management For Did Not Vote
13 Approve Remuneration of Auditors Management For Did Not Vote
14 Ratify Deloitte as Auditors Management For Did Not Vote
15 Amend Articles Re: Editorial Changes; Collecting of Proxies and Postal Voting; Participation at General Meetings Management For Did Not Vote
16.1 Approve Long-Term Variable Compensation Program 2021 (LTV 2021) Management For Did Not Vote
16.2 Approve Equity Plan Financing of LTV 2021 Management For Did Not Vote
16.3 Approve Alternative Equity Plan Financing of LTV 2021, if Item 16.2 is Not Approved Management For Did Not Vote
17 Approve Equity Plan Financing of LTV 2020 Management For Did Not Vote
18 Approve Equity Plan Financing of LTV 2018 and 2019 Management For Did Not Vote
 
THE WALT DISNEY COMPANY
MEETING DATE:  MAR 09, 2021
TICKER:  DIS       SECURITY ID:  254687106
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Susan E. Arnold Management For For
1b Elect Director Mary T. Barra Management For For
1c Elect Director Safra A. Catz Management For For
1d Elect Director Robert A. Chapek Management For For
1e Elect Director Francis A. deSouza Management For For
1f Elect Director Michael B.G. Froman Management For For
1g Elect Director Robert A. Iger Management For For
1h Elect Director Maria Elena Lagomasino Management For For
1i Elect Director Mark G. Parker Management For For
1j Elect Director Derica W. Rice 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 Lobbying Payments and Policy Shareholder Against Against
5 Adopt a Policy to Include Non-Management Employees as Prospective Director Candidates Shareholder Against Against
 
VIASAT, INC.
MEETING DATE:  SEP 03, 2020
TICKER:  VSAT       SECURITY ID:  92552V100
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Mark Dankberg Management For For
1b Elect Director Varsha Rao 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
 
VIAVI SOLUTIONS INC.
MEETING DATE:  NOV 11, 2020
TICKER:  VIAV       SECURITY ID:  925550105
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Richard E. Belluzzo Management For For
1.2 Elect Director Keith Barnes Management For For
1.3 Elect Director Laura Black Management For For
1.4 Elect Director Tor Braham Management For For
1.5 Elect Director Timothy Campos Management For For
1.6 Elect Director Donald Colvin Management For For
1.7 Elect Director Glenda Dorchak Management For For
1.8 Elect Director Masood A. Jabbar Management For For
1.9 Elect Director Oleg Khaykin 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
SELECT COMPUTERS PORTFOLIO
07/01/2020 - 06/30/2021

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.

 
ABSOLUTE SOFTWARE CORPORATION
MEETING DATE:  DEC 09, 2020
TICKER:  ABST       SECURITY ID:  00386B109
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1 Fix Number of Directors at Six Management For For
2.1 Elect Director Daniel P. Ryan Management For For
2.2 Elect Director Lynn Atchison Management For For
2.3 Elect Director Gregory Monahan Management For For
2.4 Elect Director Salvatore (Sal) Visca Management For For
2.5 Elect Director Gerhard Watzinger Management For For
2.6 Elect Director Christy Wyatt Management For For
3 Ratify Deloitte LLP as Auditors Management For For
 
ALPHABET INC.
MEETING DATE:  JUN 02, 2021
TICKER:  GOOGL       SECURITY ID:  02079K305
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Larry Page Management For For
1b Elect Director Sergey Brin Management For For
1c Elect Director Sundar Pichai Management For For
1d Elect Director John L. Hennessy Management For For
1e Elect Director Frances H. Arnold Management For For
1f Elect Director L. John Doerr Management For For
1g Elect Director Roger W. Ferguson, Jr. Management For For
1h Elect Director Ann Mather Management For For
1i Elect Director Alan R. Mulally Management For For
1j Elect Director K. Ram Shriram Management For For
1k Elect Director Robin L. Washington Management For For
2 Ratify Ernst & Young LLP as Auditors Management For For
3 Approve Omnibus Stock Plan Management For For
4 Approve Recapitalization Plan for all Stock to Have One-vote per Share Shareholder Against For
5 Require Independent Director Nominee with Human and/or Civil Rights Experience Shareholder Against Against
6 Assess Feasibility of Including Sustainability as a Performance Measure for Senior Executive Compensation Shareholder Against Against
7 Report on Takedown Requests Shareholder Against Against
8 Report on Whistleblower Policies and Practices Shareholder Against Against
9 Report on Charitable Contributions Shareholder Against Against
10 Report on Risks Related to Anticompetitive Practices Shareholder Against Against
11 Amend Certificate of Incorporation to Become a Public Benefit Corporation Shareholder Against Against
 
APPLE INC.
MEETING DATE:  FEB 23, 2021
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 Andrea Jung Management For For
1e Elect Director Art Levinson Management For For
1f Elect Director Monica Lozano Management For For
1g Elect Director Ron Sugar Management For For
1h 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 Proxy Access Amendments Shareholder Against Against
5 Improve Principles of Executive Compensation Program Shareholder Against Against
 
ASUSTEK COMPUTER, INC.
MEETING DATE:  JUN 10, 2021
TICKER:  2357       SECURITY ID:  Y04327105
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1 Approve Financial Statements Management For For
2 Approve Profit Distribution Management For For
3 Approve Amendments to Articles of Association Management For For
4 Approve Amendment to Rules and Procedures for Election of Directors Management For For
 
AU OPTRONICS CORP.
MEETING DATE:  JUN 10, 2021
TICKER:  2409       SECURITY ID:  Y0453H107
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1 Approve Business Report and Financial Statements Management For For
2 Approve Profit Distribution Management For For
3 Approve Issuance of New Common Shares for Cash to Sponsor Issuance of the Overseas Depositary Shares and/or for Cash in Public Offering and/or for Cash in Private Placement and/or Issuance of Overseas or Domestic Convertible Bonds in Private Placement Management For For
4 Amend Procedures Governing the Acquisition or Disposal of Assets and Amend Procedures for Endorsement and Guarantees Management For For
5 Approve Release of Restrictions of Competitive Activities of Directors Management For For
 
CANON, INC.
MEETING DATE:  MAR 30, 2021
TICKER:  7751       SECURITY ID:  J05124144
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1 Approve Allocation of Income, with a Final Dividend of JPY 40 Management For For
2.1 Elect Director Mitarai, Fujio Management For Against
2.2 Elect Director Tanaka, Toshizo Management For For
2.3 Elect Director Homma, Toshio Management For For
2.4 Elect Director Saida, Kunitaro Management For For
2.5 Elect Director Kawamura, Yusuke Management For For
3 Appoint Statutory Auditor Yoshida, Hiroshi Management For Against
4 Approve Deep Discount Stock Option Plan Management For For
 
CYBERARK SOFTWARE LTD.
MEETING DATE:  JUN 29, 2021
TICKER:  CYBR       SECURITY ID:  M2682V108
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Reelect Ehud (Udi) Mokady as Director Management For For
1.2 Reelect David Schaeffer as Director Management For For
2 Reappoint Kost Forer Gabbay & Kasierer as Auditors and Authorize Board to Fix Their Remuneration Management For For
 
DELL TECHNOLOGIES INC.
MEETING DATE:  JUN 22, 2021
TICKER:  DELL       SECURITY ID:  24703L202
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Michael S. Dell Management For For
1.2 Elect Director David W. Dorman Management For For
1.3 Elect Director Egon Durban Management For For
1.4 Elect Director William D. Green Management For For
1.5 Elect Director Simon Patterson Management For For
1.6 Elect Director Lynn M. Vojvodich Management For For
1.7 Elect Director Ellen J. Kullman Management For For
2 Ratify PricewaterhouseCoopers LLP as Auditors Management For For
3 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
 
DIEBOLD NIXDORF, INCORPORATED
MEETING DATE:  APR 30, 2021
TICKER:  DBD       SECURITY ID:  253651103
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Arthur F. Anton Management For For
1b Elect Director Bruce H. Besanko Management For For
1c Elect Director Reynolds C. Bish Management For For
1d Elect Director Ellen M. Costello Management For For
1e Elect Director Phillip R. Cox Management For For
1f Elect Director Alexander Dibelius Management For For
1g Elect Director Matthew Goldfarb Management For For
1h Elect Director Gary G. Greenfield Management For For
1i Elect Director Gerrard B. Schmid Management For For
1j Elect Director Kent M. Stahl Management For For
1k Elect Director Lauren C. States 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
 
DOORDASH, INC.
MEETING DATE:  JUN 22, 2021
TICKER:  DASH       SECURITY ID:  25809K105
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Tony Xu 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
 
FUJIFILM HOLDINGS CORP.
MEETING DATE:  JUN 29, 2021
TICKER:  4901       SECURITY ID:  J14208102
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1 Approve Allocation of Income, with a Final Dividend of JPY 52.5 Management For For
2.1 Elect Director Sukeno, Kenji Management For Against
2.2 Elect Director Goto, Teiichi Management For For
2.3 Elect Director Tamai, Koichi Management For For
2.4 Elect Director Iwasaki, Takashi Management For For
2.5 Elect Director Ishikawa, Takatoshi Management For For
2.6 Elect Director Okada, Junji Management For For
2.7 Elect Director Kawada, Tatsuo Management For For
2.8 Elect Director Kitamura, Kunitaro Management For For
2.9 Elect Director Eda, Makiko Management For For
2.10 Elect Director Shimada, Takashi Management For For
2.11 Elect Director Higuchi, Masayuki Management For For
3 Appoint Statutory Auditor Kawasaki, Motoko Management For For
4 Approve Restricted Stock Plan and Performance Share Plan Management For For
5 Approve Career Achievement Bonus for Director Management For For
 
HAIER SMART HOME CO., LTD.
MEETING DATE:  SEP 01, 2020
TICKER:  600690       SECURITY ID:  Y7166P102
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1 Approve Major Asset Restructure Complies with Relevant Laws and Regulations Management For For
2.1 Approve Transaction Overview Management For For
2.2 Approve Regulatory Approval Management For For
2.3 Approve Transaction Parties Management For For
2.4 Approve Target Assets Management For For
2.5 Approve Underlying Asset Valuation and Transaction Price Management For For
2.6 Approve Issue Type and Par Value Management For For
2.7 Approve Listing Location Management For For
2.8 Approve Issue Period Management For For
2.9 Approve Target Parties Management For For
2.10 Approve Pricing Reference Date, Issue Price and Pricing Manner of H Shares Management For For
2.11 Approve Issue Scale of H Shares Management For For
2.12 Approve Conversion Ratio Management For For
2.13 Approve Cash Payment Consideration Management For For
2.14 Approve Fragment Stock Processing Method Management For For
2.15 Approve Distribution Arrangement of Undistributed Earnings Management For For
2.16 Approve Lock-up Period Arrangement Management For For
2.17 Approve Resolution Validity Period Management For For
3 Approve Transaction Constitutes as Related Party Transactions Management For For
4 Approve Transaction Constitutes as Major Asset Restructure Management For For
5 Approve Transaction Does Not Constitutes as Reorganization and Listing Management For For
6 Approve Draft and Summary Major Asset Acquisition and Related Party Transaction Management For For
7 Approve Transaction Complies with Article 11 of the Administrative Measures for the Material Asset Reorganizations of Listed Companies and Article IV of Provisions on Issues Concerning Regulating the Material Asset Reorganizations of Listed Companies Management For For
8 Approve Relevant Audit Report, Review Report of the Transaction Management For For
9 Approve Relevant Audit Report of Underlying Assets of Transaction and Review Report Management For For
10 Approve Valuation Reports Related to Underlying Assets of Transaction Management For For
11 Approve Independence of Appraiser, the Validity of Hypothesis, the Relevance of Valuation Purpose and Approach as Well as the Fairness of Pricing Management For For
12 Approve Completeness and Compliance of Implementation of Legal Proceedings of the Transactions and Validity of the Submitted Legal Documents Regarding this Transaction Management For For
13 Approve Impact of Dilution of Current Returns on Major Financial Indicators and the Relevant Measures to be Taken Management For For
14 Approve Report on the Deposit and Usage of Raised Funds Management For For
15 Approve Shareholder Return Plan Management For For
16 Approve Amendments to Articles of Association of H Shares Management For For
17 Amend Rules and Procedures Regarding General Meetings of Shareholders of H Shares Management For For
18 Amend Rules and Procedures Regarding Meetings of Board of Directors of H Shares Management For For
19 Amend Rules and Procedures Regarding Meetings of Board of Supervisors of H Shares Management For For
20 Amend Management System of Raised Funds of H Shares Management For For
21 Amend Related Party Transaction Fair Decision Making System of H Shares Management For For
22 Amend Working System for Independent Directors of H Shares Management For For
23 Amend Investment Management System of H Shares Management For For
24 Amend External Guarantee Management System of H Shares Management For For
25 Amend Confidentiality and File Management System Related to Overseas Securities Issuance and Listing of H Shares Management For For
26 Approve Authorization on Daily Related Party Transaction Management For Against
27 Approve Authorization of the Board to Handle All Related Matters Management For For
28 Approve Adjustment Plan on Exchangeable Bonds Issued by Company Through its Overseas Wholly-owned Subsidiaries Management For For
29 Approve Transfer of Equity Management For For
 
HAIER SMART HOME CO., LTD.
MEETING DATE:  SEP 01, 2020
TICKER:  600690       SECURITY ID:  Y7166P102
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Approve Transaction Overview Management For For
1.2 Approve Regulatory Approval Management For For
1.3 Approve Transaction Parties Management For For
1.4 Approve Target Assets Management For For
1.5 Approve Underlying Asset Valuation and Transaction Price Management For For
1.6 Approve Issue Type and Par Value Management For For
1.7 Approve Listing Location Management For For
1.8 Approve Issue Period Management For For
1.9 Approve Target Parties Management For For
1.10 Approve Pricing Reference Date, Issue Price and Pricing Manner of H Shares Management For For
1.11 Approve Issue Scale of H Shares Management For For
1.12 Approve Conversion Ratio Management For For
1.13 Approve Cash Payment Consideration Management For For
1.14 Approve Fragment Stock Processing Method Management For For
1.15 Approve Distribution Arrangement of Undistributed Earnings Management For For
1.16 Approve Lock-up Period Arrangement Management For For
1.17 Approve Resolution Validity Period Management For For
2 Approve Adjustment Plan on Exchangeable Bonds Issued by Company Through its Overseas Wholly-owned Subsidiaries Management For For
 
HEWLETT PACKARD ENTERPRISE COMPANY
MEETING DATE:  APR 14, 2021
TICKER:  HPE       SECURITY ID:  42824C109
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Daniel Ammann Management For For
1b Elect Director Pamela L. Carter Management For For
1c Elect Director Jean M. Hobby Management For For
1d Elect Director George R. Kurtz Management For For
1e Elect Director Raymond J. Lane Management For For
1f Elect Director Ann M. Livermore Management For For
1g Elect Director Antonio F. Neri Management For For
1h Elect Director Charles H. Noski Management For For
1i Elect Director Raymond E. Ozzie Management For For
1j Elect Director Gary M. Reiner Management For For
1k Elect Director Patricia F. Russo Management For For
1l Elect Director Mary Agnes Wilderotter Management For For
2 Ratify Ernst & Young 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
 
HP INC.
MEETING DATE:  APR 13, 2021
TICKER:  HPQ       SECURITY ID:  40434L105
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Aida M. Alvarez Management For For
1b Elect Director Shumeet Banerji Management For For
1c Elect Director Robert R. Bennett Management For For
1d Elect Director Charles "Chip" V. Bergh Management For For
1e Elect Director Stacy Brown-Philpot Management For For
1f Elect Director Stephanie A. Burns Management For For
1g Elect Director Mary Anne Citrino Management For For
1h Elect Director Richard L. Clemmer Management For For
1i Elect Director Enrique J. Lores Management For For
1j Elect Director Judith "Jami" Miscik Management For For
1k Elect Director Subra Suresh 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 Provide Right to Act by Written Consent Shareholder Against Against
 
JAMF HOLDING CORP.
MEETING DATE:  MAY 25, 2021
TICKER:  JAMF       SECURITY ID:  47074L105
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director David A. Breach Management For For
1.2 Elect Director Michael Fosnaugh Management For For
1.3 Elect Director Christina Lema Management For For
2 Advisory Vote to Retain Classified Board Structure Management For Against
3 Advisory Vote to Retain Supermajority Vote Requirement to Amend Charter and Bylaws Management For Against
4 Approve Qualified Employee Stock Purchase Plan Management For For
5 Ratify Ernst & Young LLP as Auditors Management For For
 
KORNIT DIGITAL LTD.
MEETING DATE:  AUG 12, 2020
TICKER:  KRNT       SECURITY ID:  M6372Q113
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.a Reelect Ofer Ben Zur as Director Management For For
1.b Reelect Lauri Hanover as Director Management For For
1.c Reelect Gabi Seligsohn as Director Management For For
2 Relect Yehoshua (Shuki) Nir as Director Management For For
3 Reappoint Kost Forer Gabbay & Kasierer as Auditors and Authorize Board to Fix Their Remuneration Management For For
4 Approve Amended Compensation Policy for the Directors and Officers of the Company Management For For
5 Approve Amended Compensation Package of Ronen Samuel, CEO Management For For
6 Approve Compensation of All Current and Future Directors and Officers Management For For
7 Discuss Financial Statements and the Report of the Board Management None None
A Vote FOR if you are NOT a controlling shareholder and do NOT have a personal interest in one or several resolutions, as indicated in the proxy card; otherwise, vote AGAINST. If you vote AGAINST, please provide an explanation to your account manager Management None For
 
KYOCERA CORP.
MEETING DATE:  JUN 25, 2021
TICKER:  6971       SECURITY ID:  J37479110
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1 Approve Allocation of Income, with a Final Dividend of JPY 80 Management For For
2.1 Elect Director Yamaguchi, Goro Management For For
2.2 Elect Director Tanimoto, Hideo Management For For
2.3 Elect Director Fure, Hiroshi Management For For
2.4 Elect Director Ina, Norihiko Management For For
2.5 Elect Director Kano, Koichi Management For For
2.6 Elect Director Aoki, Shoichi Management For For
2.7 Elect Director Aoyama, Atsushi Management For For
2.8 Elect Director Koyano, Akiko Management For For
2.9 Elect Director Kakiuchi, Eiji Management For For
3 Appoint Alternate Statutory Auditor Kida, Minoru Management For For
 
LENOVO GROUP LIMITED
MEETING DATE:  FEB 04, 2021
TICKER:  992       SECURITY ID:  Y5257Y107
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1 Approve Proposed Issuance and Admission of Chinese Depositary Receipts ("CDRs") and the Specific Mandate Management For For
2 Authorize Board and Its Authorized Persons to Deal With All Matters in Relation to the Proposed Issuance and Admission of CDRs Management For For
3 Approve Plan for Distribution of Profits Accumulated and Undistributed Before the Proposed Issuance and Admission of CDRs Management For For
4 Approve Price Stabilization Plan of CDRs for Three Years After the Proposed Issuance and Admission of CDRs Management For For
5 Approve Dividend Return Plan for Shareholders for Three Years After the Proposed Issuance and Admission of CDRs Management For For
6 Approve Use of Proceeds from the Proposed Issuance and Admission of CDRs Management For For
7 Approve Risk Alert Regarding Dilution of Immediate Return by the Public Offering of CDRs and Relevant Recovery Measures Management For For
8 Approve Binding Measures on Non-Performance of Relevant Undertakings in Connection with the Proposed Issuance and Admission of CDRs Management For For
9 Adopt Rules and Procedures Regarding General Meetings of Shareholders Management For For
10 Adopt Rules and Procedures Regarding Meetings of Board of Directors Management For For
11 Amend Articles of Association and Adopt Amended and Restated Articles of Association Management For For
 
LG ELECTRONICS, INC.
MEETING DATE:  MAR 24, 2021
TICKER:  066570       SECURITY ID:  Y5275H177
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1 Approve Financial Statements and Allocation of Income Management For For
2 Amend Articles of Incorporation Management For For
3 Elect Bae Doo Yong as Inside Director Management For For
4 Elect Kang Soo Jin as Outside Director to Serve as a Member of Audit Committee Management For For
5 Approve Total Remuneration of Inside Directors and Outside Directors Management For For
6 Approve Split-Off Agreement Management For For
 
LOGITECH INTERNATIONAL S.A.
MEETING DATE:  SEP 09, 2020
TICKER:  LOGN       SECURITY ID:  H50430232
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1 Accept Financial Statements and Statutory Reports Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Appropriation of Retained Earnings and Declaration of Dividend Management For For
4 Approve Creation of CHF 4.3 Million Pool of Authorized Capital without Preemptive Rights Management For For
5 Approve Discharge of Board and Senior Management Management For For
6A Elect Director Patrick Aebischer Management For For
6B Elect Director Wendy Becker Management For For
6C Elect Director Edouard Bugnion Management For For
6D Elect Director Bracken Darrell Management For For
6E Elect Director Guy Gecht Management For For
6F Elect Director Didier Hirsch Management For For
6G Elect Director Neil Hunt Management For For
6H Elect Director Marjorie Lao Management For For
6I Elect Director Neela Montgomery Management For For
6J Elect Director Michael Polk Management For For
6K Elect Director Riet Cadonau Management For For
6L Elect Director Deborah Thomas Management For For
7 Elect Wendy Becker as Board Chairman Management For For
8A Appoint Edouard Bugnion as Member of the Compensation Committee Management For For
8B Appoint Neil Hunt as Member of the Compensation Committee Management For For
8C Appoint Michael Polk as Member of the Compensation Committee Management For For
8D Appoint Riet Cadonau as Member of the Compensation Committee Management For For
9 Approve Remuneration of Board of Directors in the Amount of CHF 3,500,000 Management For For
10 Approve Remuneration of the Group Management Team in the Amount of USD 29,400,000 Management For For
11 Ratify KPMG AG as Auditors and Ratify KPMG LLP as Independent Registered Public Accounting Firm for Fiscal Year 2021 Management For For
12 Designate Etude Regina Wenger & Sarah Keiser-Wuger as Independent Representative Management For For
A Authorize Independent Representative to Vote on Any Amendment to Previous Resolutions Management For Against
 
MICROSOFT CORPORATION
MEETING DATE:  DEC 02, 2020
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-Stoll 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 Charles W. Scharf Management For For
1.8 Elect Director Arne M. Sorenson 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 Employee Representation on the Board of Directors Shareholder Against Against
 
NETAPP, INC.
MEETING DATE:  SEP 10, 2020
TICKER:  NTAP       SECURITY ID:  64110D104
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director T. Michael Nevens Management For For
1b Elect Director Deepak Ahuja Management For For
1c Elect Director Gerald Held Management For For
1d Elect Director Kathryn M. Hill Management For For
1e Elect Director Deborah L. Kerr Management For For
1f Elect Director George Kurian Management For For
1g Elect Director Scott F. Schenkel Management For For
1h Elect Director George T. Shaheen 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 Provide Right to Act by Written Consent Shareholder Against Against
 
NORTONLIFELOCK INC.
MEETING DATE:  SEP 08, 2020
TICKER:  NLOK       SECURITY ID:  668771108
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Sue Barsamian Management For For
1b Elect Director Eric K. Brandt Management For For
1c Elect Director Frank E. Dangeard Management For For
1d Elect Director Nora M. Denzel Management For For
1e Elect Director Peter A. Feld Management For For
1f Elect Director Kenneth Y. Hao Management For For
1g Elect Director David W. Humphrey Management For For
1h Elect Director Vincent Pilette 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 Report on Political Contributions and Expenditures Shareholder Against Against
 
NVIDIA CORPORATION
MEETING DATE:  JUN 03, 2021
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 Ratify PricewaterhouseCoopers LLP as Auditors Management For For
4 Increase Authorized Common Stock Management For For
 
PURE STORAGE, INC.
MEETING DATE:  JUN 15, 2021
TICKER:  PSTG       SECURITY ID:  74624M102
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Jeff Rothschild Management For For
1.2 Elect Director Anita Sands Management For For
1.3 Elect Director Susan 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
 
SAMSUNG ELECTRONICS CO., LTD.
MEETING DATE:  MAR 17, 2021
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
2.1.1 Elect Park Byung-gook as Outside Director Management For For
2.1.2 Elect Kim Jeong as Outside Director Management For For
2.2.1 Elect Kim Kinam as Inside Director Management For For
2.2.2 Elect Kim Hyun-suk as Inside Director Management For For
2.2.3 Elect Koh Dong-jin as Inside Director Management For For
3 Elect Kim Sun-uk as Outside Director to Serve as an Audit Committee Member Management For For
4 Approve Total Remuneration of Inside Directors and Outside Directors Management For For
 
SEAGATE TECHNOLOGY PLC
MEETING DATE:  OCT 22, 2020
TICKER:  STX       SECURITY ID:  G7945M107
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Mark W. Adams Management For For
1b Elect Director Judy Bruner Management For For
1c Elect Director Michael R. Cannon Management For For
1d Elect Director William T. Coleman Management For For
1e Elect Director Jay L. Geldmacher Management For For
1f Elect Director Dylan G. Haggart Management For For
1g Elect Director Stephen J. Luczo Management For For
1h Elect Director William D. Mosley Management For For
1i Elect Director Stephanie Tilenius Management For For
1j Elect Director Edward J. Zander Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Approve Ernst & Young LLP as Auditors and Authorize Board to Fix Their Remuneration Management For For
4 Determine Price Range for Reissuance of Treasury Shares Management For For
 
SEAGATE TECHNOLOGY PLC
MEETING DATE:  APR 14, 2021
TICKER:  STX       SECURITY ID:  G7945M111
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1 Approve Scheme of Arrangement Management For For
 
SEAGATE TECHNOLOGY PLC
MEETING DATE:  APR 14, 2021
TICKER:  STX       SECURITY ID:  G7945M107
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1 Approve Scheme of Arrangement Management For For
2 Amend Constitution Management For For
3 Approve Creation of Distributable Reserves Management For For
4 Adjourn Meeting Management For For
 
SONY GROUP CORP.
MEETING DATE:  JUN 22, 2021
TICKER:  6758       SECURITY ID:  J76379106
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Yoshida, Kenichiro Management For For
1.2 Elect Director Totoki, Hiroki Management For For
1.3 Elect Director Sumi, Shuzo Management For For
1.4 Elect Director Tim Schaaff Management For For
1.5 Elect Director Oka, Toshiko Management For For
1.6 Elect Director Akiyama, Sakie Management For For
1.7 Elect Director Wendy Becker Management For For
1.8 Elect Director Hatanaka, Yoshihiko Management For For
1.9 Elect Director Adam Crozier Management For For
1.10 Elect Director Kishigami, Keiko Management For For
1.11 Elect Director Joseph A. Kraft Jr Management For For
2 Approve Stock Option Plan Management For For
 
TAIWAN SEMICONDUCTOR MANUFACTURING CO., LTD.
MEETING DATE:  JUN 08, 2021
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 Amendment to Rules and Procedures for Election of Directors Management For For
3 Approve Issuance of Restricted Stocks Management For For
4.1 Elect Mark Liu, with Shareholder No. 10758, as Non-independent Director Management For Withhold
4.2 Elect C.C. Wei, with Shareholder No. 370885, as Non-independent Director Management For For
4.3 Elect F.C. Tseng, with Shareholder No. 104, as Non-independent Director Management For For
4.4 Elect Ming Hsin Kung. a Representative of National Development Fund, Executive Yuan, with Shareholder No. 1, as Non-independent Director Management For For
4.5 Elect Peter L. Bonfield, with Shareholder No. 504512XXX, as Independent Director Management For For
4.6 Elect Kok Choo Chen, with Shareholder No. A210358XXX, as Independent Director Management For For
4.7 Elect Michael R. Splinter, with Shareholder No. 488601XXX, as Independent Director Management For For
4.8 Elect Moshe N. Gavrielov, with Shareholder No. 505930XXX, as Independent Director Management For For
4.9 Elect Yancey Hai, with Shareholder No. D100708XXX, as Independent Director Management For For
4.10 Elect L. Rafael Reif, with Shareholder No. 545784XXX, as Independent Director Management For For
 
TELOS CORPORATION
MEETING DATE:  MAY 25, 2021
TICKER:  TLS       SECURITY ID:  87969B101
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director John B. Wood Management For For
1.2 Elect Director Bernard C. Bailey Management For For
1.3 Elect Director David Borland Management For For
1.4 Elect Director John W. Maluda Management For For
1.5 Elect Director Bonnie L. Carroll Management For For
1.6 Elect Director Fredrick D. Schaufeld Management For For
2 Ratify BDO USA, LLP as Auditor Management For For
 
TOKYO ELECTRON LTD.
MEETING DATE:  JUN 17, 2021
TICKER:  8035       SECURITY ID:  J86957115
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Tsuneishi, Tetsuo Management For For
1.2 Elect Director Kawai, Toshiki Management For For
1.3 Elect Director Sasaki, Sadao Management For For
1.4 Elect Director Nunokawa, Yoshikazu Management For For
1.5 Elect Director Nagakubo, Tatsuya Management For For
1.6 Elect Director Sunohara, Kiyoshi Management For For
1.7 Elect Director Ikeda, Seisu Management For For
1.8 Elect Director Mitano, Yoshinobu Management For For
1.9 Elect Director Charles Ditmars Lake II Management For For
1.10 Elect Director Sasaki, Michio Management For For
1.11 Elect Director Eda, Makiko Management For For
1.12 Elect Director Ichikawa, Sachiko Management For For
2 Appoint Statutory Auditor Wagai, Kyosuke Management For For
3 Approve Annual Bonus Management For For
4 Approve Deep Discount Stock Option Plan Management For For
5 Approve Deep Discount Stock Option Plan Management For For
6 Approve Compensation Ceiling for Directors Management For For
 
WESTERN DIGITAL CORPORATION
MEETING DATE:  NOV 18, 2020
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 Martin I. Cole Management For For
1c Elect Director Kathleen A. Cote 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 Paula A. Price Management For For
1h Elect Director Stephanie A. Streeter 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 KPMG LLP as Auditors Management For For
 
XEROX HOLDINGS CORPORATION
MEETING DATE:  MAY 20, 2021
TICKER:  XRX       SECURITY ID:  98421M106
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Keith Cozza Management For For
1.2 Elect Director Joseph J. Echevarria Management For For
1.3 Elect Director Cheryl Gordon Krongard Management For For
1.4 Elect Director Scott Letier Management For For
1.5 Elect Director Nichelle Maynard-Elliott Management For For
1.6 Elect Director Steven D. Miller Management For For
1.7 Elect Director James L. Nelson Management For For
1.8 Elect Director Margarita Palau-Hernandez Management For For
1.9 Elect Director Giovanni 'John' Visentin Management For For
2 Ratify PricewaterhouseCoopers LLP as Auditors Management For For
3 Advisory Vote to Ratify Named Executive Officers' Compensation Management For Against
4 Amend Non-Employee Director Omnibus Stock Plan Management For For
5 Provide Right to Act by Written Consent Shareholder Against Against
6 Elect Director Aris Kekedjian Management For For

VOTE SUMMARY REPORT
SELECT CONSTRUCTION AND HOUSING PORTFOLIO
07/01/2020 - 06/30/2021

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.

 
ALLEGION PLC
MEETING DATE:  JUN 03, 2021
TICKER:  ALLE       SECURITY ID:  G0176J109
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Kirk S. Hachigian Management For For
1b Elect Director Steven C. Mizell Management For For
1c Elect Director Nicole Parent Haughey Management For For
1d Elect Director David D. Petratis Management For For
1e Elect Director Dean I. Schaffer Management For For
1f Elect Director Charles L. Szews Management For For
1g Elect Director Dev Vardhan Management For For
1h Elect Director Martin E. Welch, III Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Approve PricewaterhouseCoopers as Auditors and Authorize Board to Fix Their Remuneration Management For For
4 Renew the Board's Authority to Issue Shares Under Irish Law Management For For
5 Renew the Board's Authority to Opt-Out of Statutory Pre-Emptions Rights Management For For
 
APOGEE ENTERPRISES, INC.
MEETING DATE:  JUN 23, 2021
TICKER:  APOG       SECURITY ID:  037598109
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Christina M. Alvord Management For For
1b Elect Director Herbert K. Parker Management For For
1c Elect Director Ty R. Silberhorn 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 Deloitte & Touche LLP as Auditors Management For For
 
ATKORE INTERNATIONAL GROUP INC.
MEETING DATE:  JAN 28, 2021
TICKER:  ATKR       SECURITY ID:  047649108
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Betty R. Johnson Management For For
1b Elect Director William E. Waltz, Jr. Management For For
1c Elect Director A. Mark Zeffiro Management For For
1d Elect Director Jeri L. Isbell Management For For
1e Elect Director Wilbert W. James, Jr. Management For For
1f Elect Director Michael V. Schrock 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
 
BEACON ROOFING SUPPLY, INC.
MEETING DATE:  FEB 19, 2021
TICKER:  BECN       SECURITY ID:  073685109
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Philip W. Knisely Management For For
1.2 Elect Director Julian G. Francis Management For For
1.3 Elect Director Carl T. Berquist Management For For
1.4 Elect Director Barbara G. Fast Management For For
1.5 Elect Director Richard W. Frost Management For Withhold
1.6 Elect Director Alan Gershenhorn Management For For
1.7 Elect Director Robert M. McLaughlin Management For For
1.8 Elect Director Neil S. Novich Management For For
1.9 Elect Director Stuart A. Randle Management For For
1.10 Elect Director Nathan K. Sleeper Management For For
1.11 Elect Director Douglas L. 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
 
BMC STOCK HOLDINGS, INC.
MEETING DATE:  DEC 22, 2020
TICKER:  BMCH       SECURITY ID:  05591B109
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
 
BUILDERS FIRSTSOURCE, INC.
MEETING DATE:  JUN 15, 2021
TICKER:  BLDR       SECURITY ID:  12008R107
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Cleveland A. Christophe Management For Withhold
1.2 Elect Director David E. Flitman Management For For
1.3 Elect Director W. Bradley Hayes Management For Withhold
1.4 Elect Director Brett N. Milgrim Management For Withhold
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Ratify PricewaterhouseCoopers LLP as Auditors Management For For
 
CARRIER GLOBAL CORP.
MEETING DATE:  APR 19, 2021
TICKER:  CARR       SECURITY ID:  14448C104
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director John V. Faraci Management For For
1b Elect Director Jean-Pierre Garnier Management For For
1c Elect Director David Gitlin Management For For
1d Elect Director John J. Greisch Management For For
1e Elect Director Charles M. Holley, Jr. Management For For
1f Elect Director Michael M. McNamara Management For For
1g Elect Director Michael A. Todman Management For For
1h Elect Director Virginia M. 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 Advisory Vote on Say on Pay Frequency Management One Year One Year
 
COMFORT SYSTEMS USA, INC.
MEETING DATE:  MAY 18, 2021
TICKER:  FIX       SECURITY ID:  199908104
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Darcy G. Anderson Management For For
1.2 Elect Director Herman E. Bulls Management For For
1.3 Elect Director Alan P. Krusi Management For For
1.4 Elect Director Brian E. Lane Management For For
1.5 Elect Director Pablo G. Mercado Management For For
1.6 Elect Director Franklin Myers Management For For
1.7 Elect Director William J. Sandbrook Management For For
1.8 Elect Director Constance E. Skidmore Management For For
1.9 Elect Director Vance W. Tang Management For For
1.10 Elect Director Cindy L. Wallis-Lage 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
 
CONSTRUCTION PARTNERS, INC.
MEETING DATE:  MAR 05, 2021
TICKER:  ROAD       SECURITY ID:  21044C107
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Michael H. McKay Management For For
1b Elect Director Stefan L. Shaffer Management For For
1c Elect Director Noreen E. Skelly Management For For
2 Ratify RSM US LLP as Auditors Management For For
 
CUSHMAN & WAKEFIELD PLC
MEETING DATE:  MAY 06, 2021
TICKER:  CWK       SECURITY ID:  G2717B108
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Timothy Dattels Management For For
1.2 Elect Director Lincoln Pan Management For For
1.3 Elect Director Rajeev Ruparelia Management For For
2 Ratify KPMG LLP as Auditors Management For For
3 Ratify KPMG LLP as UK Statutory Auditor Management For For
4 Authorize Audit Committee to Fix Remuneration of Auditors Management For For
5 Advisory Vote to Ratify Named Executive Officers' Compensation Management For Against
6 Approve Director Compensation Report Management For Against
7 Approve Director Compensation Policy Management For For
8 Amend Omnibus Stock Plan Management For For
9 Amend Articles of Association to Permit Virtual Meetings Management For For
 
CYRUSONE INC.
MEETING DATE:  MAY 18, 2021
TICKER:  CONE       SECURITY ID:  23283R100
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Bruce W. Duncan Management For For
1.2 Elect Director David H. Ferdman Management For For
1.3 Elect Director John W. Gamble, Jr. Management For For
1.4 Elect Director T. Tod Nielsen Management For For
1.5 Elect Director Denise Olsen Management For For
1.6 Elect Director Alex Shumate Management For For
1.7 Elect Director William E. Sullivan Management For For
1.8 Elect Director Lynn A. Wentworth 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
 
D.R. HORTON, INC.
MEETING DATE:  JAN 20, 2021
TICKER:  DHI       SECURITY ID:  23331A109
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Donald R. Horton Management For For
1b Elect Director Barbara K. Allen Management For For
1c Elect Director Brad S. Anderson Management For For
1d Elect Director Michael R. Buchanan Management For For
1e Elect Director Michael W. Hewatt Management For For
1f Elect Director Maribess L. Miller 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
 
DYCOM INDUSTRIES INC.
MEETING DATE:  MAY 25, 2021
TICKER:  DY       SECURITY ID:  267475101
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Steven E. Nielsen Management For For
1b Elect Director Jennifer M. Fritzsche Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Ratify PricewaterhouseCoopers LLP as Auditors Management For For
 
EMCOR GROUP, INC.
MEETING DATE:  JUN 10, 2021
TICKER:  EME       SECURITY ID:  29084Q100
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director John W. Altmeyer Management For For
1b Elect Director Anthony J. Guzzi Management For For
1c Elect Director Ronald L. Johnson Management For For
1d Elect Director David H. Laidley Management For For
1e Elect Director Carol P. Lowe Management For For
1f Elect Director M. Kevin McEvoy Management For For
1g Elect Director William P. Reid Management For For
1h Elect Director Steven B. Schwarzwaelder Management For For
1i Elect Director Robin Walker-Lee 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 Provide Right to Act by Written Consent Shareholder Against Against
 
EQUITY RESIDENTIAL
MEETING DATE:  JUN 17, 2021
TICKER:  EQR       SECURITY ID:  29476L107
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Angela M. Aman Management For For
1.2 Elect Director Raymond Bennett Management For For
1.3 Elect Director Linda Walker Bynoe Management For For
1.4 Elect Director Connie K. Duckworth Management For For
1.5 Elect Director Mary Kay Haben Management For For
1.6 Elect Director Tahsinul Zia Huque Management For For
1.7 Elect Director John E. Neal Management For For
1.8 Elect Director David J. Neithercut Management For For
1.9 Elect Director Mark J. Parrell Management For For
1.10 Elect Director Mark S. Shapiro Management For For
1.11 Elect Director Stephen E. Sterrett Management For For
1.12 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
 
ESSEX PROPERTY TRUST, INC.
MEETING DATE:  MAY 11, 2021
TICKER:  ESS       SECURITY ID:  297178105
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Keith R. Guericke Management For For
1.2 Elect Director Maria R. Hawthorne Management For For
1.3 Elect Director Amal M. Johnson Management For For
1.4 Elect Director Mary Kasaris Management For For
1.5 Elect Director Irving F. Lyons, III Management For For
1.6 Elect Director George M. Marcus Management For For
1.7 Elect Director Thomas E. Robinson Management For For
1.8 Elect Director Michael J. Schall Management For For
1.9 Elect Director Byron A. Scordelis Management For For
2 Ratify KPMG LLP as Auditor Management For For
3 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
 
FORTUNE BRANDS HOME & SECURITY, INC.
MEETING DATE:  MAY 04, 2021
TICKER:  FBHS       SECURITY ID:  34964C106
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Ann Fritz Hackett Management For For
1b Elect Director John G. Morikis Management For For
1c Elect Director Jeffery S. Perry Management For For
1d Elect Director Ronald V. Waters, 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
 
GRANITE CONSTRUCTION INCORPORATED
MEETING DATE:  JUN 02, 2021
TICKER:  GVA       SECURITY ID:  387328107
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director David C. Darnell Management For For
1b Elect Director Celeste B. Mastin Management For For
1c Elect Director Gaddi H. Vasquez Management For For
1d Elect Director Molly C. Campbell Management For For
1e Elect Director David H. Kelsey Management For For
1f Elect Director Michael F. McNally Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Approve Omnibus Stock Plan Management For For
4 Ratify PricewaterhouseCoopers LLP as Auditors Management For For
 
INVITATION HOMES, INC.
MEETING DATE:  MAY 18, 2021
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 J. Heidi Roizen Management For For
1.9 Elect Director Janice L. Sears Management For For
1.10 Elect Director William J. Stein 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
 
JOHNSON CONTROLS INTERNATIONAL PLC
MEETING DATE:  MAR 10, 2021
TICKER:  JCI       SECURITY ID:  G51502105
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Jean Blackwell Management For For
1b Elect Director Pierre Cohade Management For For
1c Elect Director Michael E. Daniels Management For For
1d Elect Director Juan Pablo del Valle Perochena Management For For
1e Elect Director W. Roy Dunbar Management For For
1f Elect Director Gretchen R. Haggerty Management For For
1g Elect Director Simone Menne Management For For
1h Elect Director George R. Oliver Management For For
1i Elect Director Jurgen Tinggren Management For For
1j Elect Director Mark Vergnano Management For For
1k Elect Director R. David Yost Management For For
1l Elect Director John D. Young Management For For
2a Ratify PricewaterhouseCoopers LLP as Auditors Management For For
2b Authorize Board to Fix Remuneration of Auditors Management For For
3 Authorize Market Purchases of Company Shares Management For For
4 Determine Price Range for Reissuance of Treasury Shares Management For For
5 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
6 Approve Omnibus Stock Plan Management For For
7 Approve the Directors' Authority to Allot Shares Management For For
8 Approve the Disapplication of Statutory Pre-Emption Rights Management For For
 
LAMAR ADVERTISING COMPANY
MEETING DATE:  MAY 20, 2021
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 Ratify KPMG LLP as Auditors Management For For
 
LOWE'S COMPANIES, INC.
MEETING DATE:  MAY 28, 2021
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 Angela F. Braly 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 Mary Beth West Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Ratify Deloitte & Touche LLP as Auditor Management For For
4 Amend Proxy Access Right Shareholder Against Against
 
MASONITE INTERNATIONAL CORPORATION
MEETING DATE:  MAY 13, 2021
TICKER:  DOOR       SECURITY ID:  575385109
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Howard C. Heckes Management For For
1.2 Elect Director Jody L. Bilney Management For For
1.3 Elect Director Robert J. Byrne Management For For
1.4 Elect Director John H. Chuang Management For For
1.5 Elect Director Peter R. Dachowski Management For For
1.6 Elect Director Jonathan F. Foster Management For For
1.7 Elect Director Daphne E. Jones Management For For
1.8 Elect Director William S. Oesterle Management For For
1.9 Elect Director Francis M. Scricco Management For For
1.10 Elect Director Jay I. Steinfeld Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Approve Ernst & Young LLP as Auditors and Authorize Board to Fix Their Remuneration Management For For
4 Approve Omnibus Stock Plan Management For For
 
NVR, INC.
MEETING DATE:  MAY 05, 2021
TICKER:  NVR       SECURITY ID:  62944T105
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Dwight C. Schar Management For For
1.2 Elect Director C. E. Andrews Management For For
1.3 Elect Director Sallie B. Bailey Management For For
1.4 Elect Director Thomas D. Eckert Management For For
1.5 Elect Director Alfred E. Festa Management For For
1.6 Elect Director Manuel H. Johnson Management For For
1.7 Elect Director Alexandra A. Jung Management For For
1.8 Elect Director Mel Martinez Management For For
1.9 Elect Director William A. Moran Management For For
1.10 Elect Director David A. Preiser Management For For
1.11 Elect Director W. Grady Rosier Management For For
1.12 Elect Director Susan Williamson Ross 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 12, 2021
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 Richard W. Dreiling Management For For
1d Elect Director Thomas J. Folliard Management For For
1e Elect Director Cheryl W. Grise Management For For
1f Elect Director Andre J. Hawaux Management For For
1g Elect Director J. Phillip Holloman Management For For
1h Elect Director Ryan R. Marshall Management For For
1i Elect Director John R. Peshkin Management For For
1j Elect Director Scott F. Powers Management For For
1k 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
 
QUANTA SERVICES, INC.
MEETING DATE:  MAY 27, 2021
TICKER:  PWR       SECURITY ID:  74762E102
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Earl C. (Duke) Austin, Jr. Management For For
1.2 Elect Director Doyle N. Beneby Management For For
1.3 Elect Director Vincent D. Foster Management For For
1.4 Elect Director Bernard Fried Management For For
1.5 Elect Director Worthing F. Jackman Management For For
1.6 Elect Director David M. McClanahan Management For For
1.7 Elect Director Margaret B. Shannon Management For For
1.8 Elect Director Pat Wood, III Management For For
1.9 Elect Director Martha B. Wyrsch Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Ratify PricewaterhouseCoopers LLP as Auditors Management For For
 
REALOGY HOLDINGS CORP.
MEETING DATE:  MAY 05, 2021
TICKER:  RLGY       SECURITY ID:  75605Y106
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Fiona P. Dias Management For For
1b Elect Director Matthew J. Espe Management For For
1c Elect Director V. Ann Hailey Management For For
1d Elect Director Bryson R. Koehler Management For For
1e Elect Director Duncan L. Niederauer Management For For
1f Elect Director Ryan M. Schneider Management For For
1g Elect Director Enrique Silva Management For For
1h Elect Director Sherry M. Smith Management For For
1i Elect Director Christopher S. Terrill Management For For
1j Elect Director Felicia Williams Management For For
1k Elect Director Michael J. Williams 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 Omnibus Stock Plan Management For For
5 Amend Certificate of Incorporation to Clarify Board's Ability to Amend the Bylaws Management For For
 
RESIDEO TECHNOLOGIES, INC.
MEETING DATE:  JUN 09, 2021
TICKER:  REZI       SECURITY ID:  76118Y104
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Roger Fradin Management For For
1b Elect Director Nina Richardson Management For For
1c Elect Director Andrew Teich Management For For
1d Elect Director Kareem Yusuf 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 Provide Right to Act by Written Consent Shareholder Against Against
 
SIMPSON MANUFACTURING CO., INC.
MEETING DATE:  MAY 04, 2021
TICKER:  SSD       SECURITY ID:  829073105
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director James S. Andrasick Management For For
1b Elect Director Jennifer A. Chatman Management For For
1c Elect Director Karen Colonias Management For For
1d Elect Director Gary M. Cusumano Management For For
1e Elect Director Philip E. Donaldson Management For For
1f Elect Director Celeste Volz Ford Management For For
1g Elect Director Robin G. MacGillivray Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Ratify Grant Thornton LLP as Auditors Management For For
 
SKYLINE CHAMPION CORPORATION
MEETING DATE:  JUL 29, 2020
TICKER:  SKY       SECURITY ID:  830830105
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Keith Anderson Management For For
1.2 Elect Director Michael Berman Management For For
1.3 Elect Director Timothy Bernlohr Management For For
1.4 Elect Director Eddie Capel Management For For
1.5 Elect Director John C. Firth Management For For
1.6 Elect Director Michael Kaufman Management For For
1.7 Elect Director Erin Mulligan Nelson Management For For
1.8 Elect Director Gary E. Robinette Management For For
1.9 Elect Director Mark J. Yost 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
 
SUMMIT MATERIALS, INC.
MEETING DATE:  MAY 19, 2021
TICKER:  SUM       SECURITY ID:  86614U100
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Howard L. Lance Management For For
1.2 Elect Director Anne K. Wade Management For For
1.3 Elect Director Susan A. Ellerbusch 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
5 Approve Qualified Employee Stock Purchase Plan Management For For
6 Declassify the Board of Directors Management For For
7 Eliminate Supermajority Vote Requirement Management For For
8 Amend Charter to Add Federal Forum Selection Provision Management For For
9 Amend Charter to Delete the Waiver of Section 203 of the DGCL Management For For
 
TAYLOR MORRISON HOME CORPORATION
MEETING DATE:  MAY 26, 2021
TICKER:  TMHC       SECURITY ID:  87724P106
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Jeffry L. Flake Management For For
1.2 Elect Director Gary H. Hunt Management For For
1.3 Elect Director Peter Lane Management For For
1.4 Elect Director William H. Lyon Management For For
1.5 Elect Director Anne L. Mariucci Management For For
1.6 Elect Director David C. Merritt Management For For
1.7 Elect Director Andrea (Andi) Owen Management For For
1.8 Elect Director Sheryl D. Palmer Management For For
1.9 Elect Director Denise F. Warren 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
 
THE AZEK COMPANY INC.
MEETING DATE:  MAY 18, 2021
TICKER:  AZEK       SECURITY ID:  05478C105
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Sallie B. Bailey Management For For
1.2 Elect Director Ashfaq Qadri Management For For
2 Ratify PricewaterhouseCoopers LLP as Auditors Management For For
 
THE HOME DEPOT, INC.
MEETING DATE:  MAY 20, 2021
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 Helena B. Foulkes 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 Craig A. Menear 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 Shareholder Written Consent Provisions Shareholder Against Against
5 Report on Political Contributions Congruency Analysis Shareholder Against Against
6 Report on Prison Labor in the Supply Chain Shareholder Against Against
 
THE RMR GROUP INC.
MEETING DATE:  MAR 11, 2021
TICKER:  RMR       SECURITY ID:  74967R106
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Jennifer B. Clark Management For For
1.2 Elect Director Ann Logan Management For For
1.3 Elect Director Rosen Plevneliev Management For For
1.4 Elect Director Adam D. Portnoy Management For For
1.5 Elect Director Jonathan Veitch Management For For
1.6 Elect Director Walter C. Watkins, Jr. Management For For
2 Ratify Deloitte & Touche LLP as Auditors Management For For
 
TOLL BROTHERS, INC.
MEETING DATE:  MAR 09, 2021
TICKER:  TOL       SECURITY ID:  889478103
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Robert I. Toll Management For For
1.2 Elect Director Douglas C. Yearley, Jr. Management For For
1.3 Elect Director Richard J. Braemer Management For For
1.4 Elect Director Stephen F. East Management For For
1.5 Elect Director Christine N. Garvey Management For For
1.6 Elect Director Karen H. Grimes Management For For
1.7 Elect Director Carl B. Marbach Management For For
1.8 Elect Director John A. McLean Management For For
1.9 Elect Director Wendell E. Pritchett Management For For
1.10 Elect Director Paul E. Shapiro 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
 
TOPBUILD CORP.
MEETING DATE:  MAY 03, 2021
TICKER:  BLD       SECURITY ID:  89055F103
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Alec C. Covington Management For For
1b Elect Director Robert Buck Management For For
1c Elect Director Carl T. Camden Management For For
1d Elect Director Joseph S. Cantie Management For For
1e Elect Director Tina M. Donikowski Management For For
1f Elect Director Mark A. Petrarca Management For For
1g Elect Director Nancy M. Taylor Management For For
2 Ratify PricewaterhouseCoopers LLP as Auditors Management For For
3 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
 
TRANE TECHNOLOGIES PLC
MEETING DATE:  JUN 03, 2021
TICKER:  TT       SECURITY ID:  G8994E103
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Kirk E. Arnold Management For For
1b Elect Director Ann C. Berzin Management For For
1c Elect Director John Bruton Management For For
1d Elect Director Jared L. Cohon Management For For
1e Elect Director Gary D. Forsee Management For For
1f Elect Director Linda P. Hudson Management For For
1g Elect Director Michael W. Lamach Management For For
1h Elect Director Myles P. Lee Management For For
1i Elect Director April Miller Boise Management For For
1j Elect Director Karen B. Peetz Management For For
1k Elect Director John P. Surma Management For For
1l Elect Director Tony L. White Management For For
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 Authorize Issue of Equity Management For For
5 Renew Directors' Authority to Issue Shares for Cash Management For For
6 Authorize Reissuance of Repurchased Shares Management For For
 
UFP INDUSTRIES, INC.
MEETING DATE:  APR 21, 2021
TICKER:  UFPI       SECURITY ID:  90278Q108
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Matthew J. Missad Management For For
1b Elect Director Thomas W. Rhodes Management For For
1c Elect Director Brian C. Walker 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
 
VULCAN MATERIALS COMPANY
MEETING DATE:  MAY 14, 2021
TICKER:  VMC       SECURITY ID:  929160109
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Thomas A. Fanning Management For For
1b Elect Director J. Thomas Hill Management For For
1c Elect Director Cynthia L. Hostetler Management For For
1d Elect Director Richard T. O'Brien 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
 
WELLTOWER INC.
MEETING DATE:  MAY 26, 2021
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 Jeffrey H. Donahue Management For For
1d Elect Director Philip L. Hawkins Management For For
1e Elect Director Dennis G. Lopez Management For For
1f Elect Director Shankh Mitra Management For For
1g Elect Director Ade J. Patton Management For For
1h Elect Director Diana W. Reid Management For For
1i Elect Director Sergio D. Rivera Management For For
1j Elect Director Johnese M. Spisso Management For For
1k 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
 
WILLSCOT MOBILE MINI HOLDINGS CORP.
MEETING DATE:  JUN 11, 2021
TICKER:  WSC       SECURITY ID:  971378104
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Sara R. Dial Management For For
1b Elect Director Gerard E. Holthaus Management For For
1c Elect Director Gary Lindsay Management For For
1d Elect Director Kimberly J. McWaters 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 Declassify the Board of Directors Management For For

VOTE SUMMARY REPORT
SELECT CONSUMER DISCRETIONARY PORTFOLIO
07/01/2020 - 06/30/2021

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.

 
ADIDAS AG
MEETING DATE:  AUG 11, 2020
TICKER:  ADS       SECURITY ID:  D0066B185
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1 Receive Financial Statements and Statutory Reports for Fiscal 2019 (Non-Voting) Management None None
2 Approve Allocation of Income and Omission of Dividends Management For For
3 Approve Discharge of Management Board for Fiscal 2019 Management For For
4 Approve Discharge of Supervisory Board for Fiscal 2019 Management For For
5 Amend Articles Re: Electronic Participation Management For For
6 Elect Christian Klein to the Supervisory Board Management For For
7 Ratify KPMG AG as Auditors for Fiscal 2020 Management For For
 
ADIDAS AG
MEETING DATE:  MAY 12, 2021
TICKER:  ADS       SECURITY ID:  D0066B185
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1 Receive Financial Statements and Statutory Reports for Fiscal Year 2020 (Non-Voting) Management None None
2 Approve Allocation of Income and Dividends of EUR 3.00 per Share Management For For
3 Approve Discharge of Management Board for Fiscal Year 2020 Management For For
4 Approve Discharge of Supervisory Board for Fiscal Year 2020 Management For For
5 Elect Jackie Joyner-Kersee to the Supervisory Board Management For For
6 Approve Remuneration Policy Management For For
7 Approve Remuneration of Supervisory Board Management For For
8 Amend Articles Re: Information for Registration in the Share Register Management For For
9 Approve Creation of EUR 50 Million Pool of Capital with Preemptive Rights Management For For
10 Approve Creation of EUR 20 Million Pool of Capital without Preemptive Rights Management For For
11 Cancel Authorized Capital 2016 Management For For
12 Authorize Share Repurchase Program and Reissuance or Cancellation of Repurchased Shares Management For For
13 Authorize Use of Financial Derivatives when Repurchasing Shares Management For For
14 Ratify KPMG AG as Auditors for Fiscal Year 2021 Management For For
 
AIRBNB, INC.
MEETING DATE:  JUN 22, 2021
TICKER:  ABNB       SECURITY ID:  009066101
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Angela Ahrendts Management For For
1.2 Elect Director Brian Chesky Management For For
1.3 Elect Director Kenneth Chenault 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
 
ALPHABET INC.
MEETING DATE:  JUN 02, 2021
TICKER:  GOOGL       SECURITY ID:  02079K305
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Larry Page Management For For
1b Elect Director Sergey Brin Management For For
1c Elect Director Sundar Pichai Management For For
1d Elect Director John L. Hennessy Management For For
1e Elect Director Frances H. Arnold Management For For
1f Elect Director L. John Doerr Management For For
1g Elect Director Roger W. Ferguson, Jr. Management For For
1h Elect Director Ann Mather Management For For
1i Elect Director Alan R. Mulally Management For For
1j Elect Director K. Ram Shriram Management For For
1k Elect Director Robin L. Washington Management For For
2 Ratify Ernst & Young LLP as Auditors Management For For
3 Approve Omnibus Stock Plan Management For For
4 Approve Recapitalization Plan for all Stock to Have One-vote per Share Shareholder Against For
5 Require Independent Director Nominee with Human and/or Civil Rights Experience Shareholder Against Against
6 Assess Feasibility of Including Sustainability as a Performance Measure for Senior Executive Compensation Shareholder Against Against
7 Report on Takedown Requests Shareholder Against Against
8 Report on Whistleblower Policies and Practices Shareholder Against Against
9 Report on Charitable Contributions Shareholder Against Against
10 Report on Risks Related to Anticompetitive Practices Shareholder Against Against
11 Amend Certificate of Incorporation to Become a Public Benefit Corporation Shareholder Against Against
 
AMAZON.COM, INC.
MEETING DATE:  MAY 26, 2021
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 Keith B. Alexander Management For For
1c Elect Director Jamie S. Gorelick Management For For
1d Elect Director Daniel P. Huttenlocher Management For For
1e Elect Director Judith A. McGrath Management For For
1f Elect Director Indra K. Nooyi Management For For
1g Elect Director Jonathan J. Rubinstein Management For For
1h Elect Director Thomas O. Ryder Management For For
1i Elect Director Patricia Q. Stonesifer Management For For
1j Elect Director Wendell P. Weeks Management For For
2 Ratify Ernst & Young LLP as Auditor Management For For
3 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
4 Report on Customers' Use of its Surveillance and Computer Vision Products Capabilities or Cloud Products Contribute to Human Rights Violations Shareholder Against Against
5 Require Independent Board Chair Shareholder Against Against
6 Report on Gender/Racial Pay Gap Shareholder Against Against
7 Report on Promotion Data Shareholder Against Against
8 Report on the Impacts of Plastic Packaging Shareholder Against For
9 Oversee and Report on a Civil Rights, Equity, Diversity and Inclusion Audit Shareholder Against Against
10 Adopt a Policy to Include Hourly Employees as Director Candidates Shareholder Against Against
11 Report on Board Oversight of Risks Related to Anti-Competitive Practices Shareholder Against Against
12 Reduce Ownership Threshold for Shareholders to Call Special Meeting Shareholder Against Against
13 Report on Lobbying Payments and Policy Shareholder Against Against
14 Report on Potential Human Rights Impacts of Customers' Use of Rekognition Shareholder Against Against
 
AMERICAN EAGLE OUTFITTERS, INC.
MEETING DATE:  JUN 03, 2021
TICKER:  AEO       SECURITY ID:  02553E106
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Janice E. Page Management For For
1.2 Elect Director David M. Sable Management For For
1.3 Elect Director Noel J. Spiegel 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 02, 2021
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 Calvin Darden Management For For
1d Elect Director Richard W. Dreiling Management For For
1e Elect Director Irene M. Esteves Management For For
1f Elect Director Daniel J. Heinrich Management For For
1g Elect Director Bridgette P. Heller Management For For
1h Elect Director Paul C. Hilal Management For For
1i Elect Director Karen M. King Management For For
1j Elect Director Stephen I. Sadove Management For For
1k Elect Director Arthur B. Winkleblack Management For For
1l 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 Advisory Vote on Say on Pay Frequency Management One Year One Year
5 Amend Omnibus Stock Plan Management For Against
6 Approve Qualified Employee Stock Purchase Plan Management For For
 
AUTOZONE, INC.
MEETING DATE:  DEC 16, 2020
TICKER:  AZO       SECURITY ID:  053332102
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Douglas H. Brooks Management For For
1.2 Elect Director Linda A. Goodspeed Management For For
1.3 Elect Director Earl G. Graves, Jr. Management For For
1.4 Elect Director Enderson Guimaraes Management For For
1.5 Elect Director Michael M. Calbert Management For For
1.6 Elect Director D. Bryan Jordan Management For For
1.7 Elect Director Gale V. King Management For For
1.8 Elect Director George R. Mrkonic, Jr. Management For For
1.9 Elect Director William C. Rhodes, III Management For For
1.10 Elect Director Jill A. Soltau 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 Approve Omnibus Stock Plan Management For For
 
B&M EUROPEAN VALUE RETAIL SA
MEETING DATE:  SEP 18, 2020
TICKER:  BME       SECURITY ID:  L1175H106
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1 Receive Board Reports on the Consolidated and Unconsolidated Financial Statements and Annual Accounts Management For For
2 Receive Consolidated and Unconsolidated Financial Statements and Annual Accounts, and Auditors' Reports Thereon Management For For
3 Approve Consolidated Financial Statements and Statutory Reports Management For For
4 Approve Unconsolidated Financial Statements and Annual Accounts Management For For
5 Approve Allocation of Income Management For For
6 Approve Dividends Management For For
7 Approve Remuneration Report Management For For
8 Approve Discharge of Directors Management For For
9 Re-elect Peter Bamford as Director Management For For
10 Re-elect Simon Arora as Director Management For For
11 Re-elect Paul McDonald as Director Management For For
12 Re-elect Ron McMillan as Director Management For For
13 Re-elect Tiffany Hall as Director Management For For
14 Re-elect Carolyn Bradley as Director Management For Against
15 Re-elect Gilles Petit as Director Management For For
16 Approve Discharge of Auditors Management For For
17 Reappoint KPMG Luxembourg as Auditors Management For For
18 Authorise Board to Fix Remuneration of Auditors Management For For
19 Authorise Market Purchase of Ordinary Shares Management For For
20 Authorise Issue of Equity without Pre-emptive Rights Management For For
21 Authorise Issue of Equity without Pre-emptive Rights in Connection with an Acquisition or Other Capital Investment Management For For
 
B&M EUROPEAN VALUE RETAIL SA
MEETING DATE:  DEC 03, 2020
TICKER:  BME       SECURITY ID:  L1175H106
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1 Amend Article 5, 6, 9 24, and 28 of the Articles of Association Management For For
2 Approve Dematerialisation of Shares Management For For
3 Amend Article 8 Re: Transparency Disclosures for Acquisitions and Disposals of Shares Over Certain Thresholds Management For For
4 Amend Article 35 Re: Insert Additional Article 35 to Include Provisions for Regulation of Takeovers, Squeeze-Out and Sell-Out Rights Management For For
 
BEST BUY CO., INC.
MEETING DATE:  JUN 16, 2021
TICKER:  BBY       SECURITY ID:  086516101
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Corie S. Barry Management For For
1b Elect Director Lisa M. Caputo Management For For
1c Elect Director J. Patrick Doyle Management For For
1d Elect Director David W. Kenny Management For For
1e Elect Director Mario J. Marte Management For For
1f Elect Director Karen A. McLoughlin Management For For
1g Elect Director Thomas L. "Tommy" Millner Management For For
1h Elect Director Claudia F. Munce Management For For
1i Elect Director Richelle P. Parham Management For For
1j Elect Director Steven E. Rendle Management For For
1k Elect Director Eugene A. Woods 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 Act by Written Consent Shareholder Against Against
 
BJ'S WHOLESALE CLUB HOLDINGS, INC.
MEETING DATE:  JUN 17, 2021
TICKER:  BJ       SECURITY ID:  05550J101
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Christopher J. Baldwin Management For For
1.2 Elect Director Ken Parent Management For For
1.3 Elect Director Robert Steele Management For For
2 Ratify PricewaterhouseCoopers LLP as Auditors Management For For
3 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
 
BOOKING HOLDINGS INC.
MEETING DATE:  JUN 03, 2021
TICKER:  BKNG       SECURITY ID:  09857L108
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Timothy M. Armstrong Management For For
1.2 Elect Director Glenn D. Fogel Management For For
1.3 Elect Director Mirian M. Graddick-Weir Management For For
1.4 Elect Director Wei Hopeman Management For For
1.5 Elect Director Robert J. Mylod, Jr. Management For For
1.6 Elect Director Charles H. Noski 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 Bob van Dijk Management For For
1.10 Elect Director Lynn M. Vojvodich 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 Amend Omnibus Stock Plan Management For For
4 Ratify Deloitte & Touche LLP as Auditors Management For For
5 Provide Right to Act by Written Consent Management For For
6 Provide Right to Act by Written Consent Shareholder Against Against
7 Report on Annual Climate Transition Shareholder Against For
8 Annual Investor Advisory Vote on Climate Plan Shareholder Against For
 
BURLINGTON STORES, INC.
MEETING DATE:  MAY 19, 2021
TICKER:  BURL       SECURITY ID:  122017106
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Michael Goodwin Management For For
1.2 Elect Director William P. McNamara Management For For
1.3 Elect Director Michael O'Sullivan Management For For
1.4 Elect Director Jessica Rodriguez 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 Report on Pay Disparity Shareholder Against Against
 
CAESARS ENTERTAINMENT, INC.
MEETING DATE:  JUN 15, 2021
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 For
1.5 Elect Director Don R. Kornstein Management For For
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 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 Authorize New Class of Preferred Stock Management For For
 
CANADA GOOSE HOLDINGS INC.
MEETING DATE:  AUG 12, 2020
TICKER:  GOOS       SECURITY ID:  135086106
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Dani Reiss Management For For
1.2 Elect Director Ryan Cotton Management For For
1.3 Elect Director Joshua Bekenstein Management For For
1.4 Elect Director Stephen Gunn Management For For
1.5 Elect Director Jean-Marc Huet Management For For
1.6 Elect Director John Davison Management For For
1.7 Elect Director Maureen Chiquet Management For Withhold
1.8 Elect Director Jodi Butts Management For For
2 Approve Deloitte LLP as Auditors and Authorize Board to Fix Their Remuneration Management For For
 
CAPRI HOLDINGS LIMITED
MEETING DATE:  SEP 23, 2020
TICKER:  CPRI       SECURITY ID:  G1890L107
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director John D. Idol Management For For
1b Elect Director Robin Freestone Management For For
1c Elect Director Ann Korologos 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
 
CARVANA CO.
MEETING DATE:  MAY 03, 2021
TICKER:  CVNA       SECURITY ID:  146869102
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Ernest Garcia, III Management For For
1.2 Elect Director Ira Platt Management For For
2 Approve Qualified Employee Stock Purchase Plan Management For For
3 Ratify Grant Thornton LLP as Auditors Management For For
4 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
 
CHIPOTLE MEXICAN GRILL, INC.
MEETING DATE:  MAY 18, 2021
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 Neil W. Flanzraich Management For For
1.6 Elect Director Mauricio Gutierrez Management For For
1.7 Elect Director Robin Hickenlooper Management For For
1.8 Elect Director Scott Maw Management For For
1.9 Elect Director Ali Namvar Management For For
1.10 Elect Director Brian Niccol Management For For
1.11 Elect Director Mary Winston 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 Provide Right to Act by Written Consent Shareholder Against Against
 
CHURCHILL DOWNS INCORPORATED
MEETING DATE:  APR 20, 2021
TICKER:  CHDN       SECURITY ID:  171484108
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director William C. Carstanjen Management For For
1.2 Elect Director Karole F. Lloyd Management For For
1.3 Elect Director Paul C. Varga Management For For
2 Ratify PricewaterhouseCoopers LLP as Auditors Management For For
3 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
 
CINEMARK HOLDINGS, INC.
MEETING DATE:  MAY 20, 2021
TICKER:  CNK       SECURITY ID:  17243V102
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Darcy Antonellis Management For For
1.2 Elect Director Carlos Sepulveda Management For For
1.3 Elect Director Mark Zoradi Management For For
2 Ratify Deloitte and Touche, LLP as Auditors Management For For
3 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
 
COPART, INC.
MEETING DATE:  DEC 04, 2020
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
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Amend Omnibus Stock Plan Management For For
4 Ratify Ernst & Young LLP as Auditors Management For For
 
CROCS, INC.
MEETING DATE:  JUN 09, 2021
TICKER:  CROX       SECURITY ID:  227046109
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Ronald L. Frasch Management For For
1.2 Elect Director Andrew Rees Management For For
1.3 Elect Director Charisse Ford Hughes 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
 
D.R. HORTON, INC.
MEETING DATE:  JAN 20, 2021
TICKER:  DHI       SECURITY ID:  23331A109
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Donald R. Horton Management For For
1b Elect Director Barbara K. Allen Management For For
1c Elect Director Brad S. Anderson Management For For
1d Elect Director Michael R. Buchanan Management For For
1e Elect Director Michael W. Hewatt Management For For
1f Elect Director Maribess L. Miller 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
 
DARDEN RESTAURANTS, INC.
MEETING DATE:  SEP 23, 2020
TICKER:  DRI       SECURITY ID:  237194105
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Margaret Shan Atkins Management For For
1.2 Elect Director James P. Fogarty Management For For
1.3 Elect Director Cynthia T. Jamison Management For For
1.4 Elect Director Eugene I. Lee, Jr. Management For For
1.5 Elect Director Nana Mensah Management For For
1.6 Elect Director William S. Simon Management For For
1.7 Elect Director Charles M. Sonsteby Management For For
1.8 Elect Director Timothy J. Wilmott Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For Against
3 Ratify KPMG LLP as Auditors Management For For
 
DECKERS OUTDOOR CORPORATION
MEETING DATE:  SEP 11, 2020
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 Nelson C. Chan Management For For
1.3 Elect Director Cynthia (Cindy) L. Davis Management For For
1.4 Elect Director Juan R. Figuereo Management For For
1.5 Elect Director Victor Luis Management For For
1.6 Elect Director Dave Powers Management For For
1.7 Elect Director Lauri M. Shanahan Management For For
1.8 Elect Director Brian A. Spaly Management For For
1.9 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 09, 2021
TICKER:  DKS       SECURITY ID:  253393102
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director William J. Colombo Management For For
1b Elect Director Sandeep Mathrani Management For For
1c Elect Director Desiree Ralls-Morrison Management For For
1d Elect Director Larry D. Stone Management For For
2 Declassify the Board of Directors Management For For
3 Approve Increase in Size of Board Management For For
4 Ratify Deloitte & Touche LLP as Auditors Management For For
5 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
6 Amend Omnibus Stock Plan Management For Against
 
DOLLAR GENERAL CORPORATION
MEETING DATE:  MAY 26, 2021
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 Patricia D. Fili-Krushel Management For For
1d Elect Director Timothy I. McGuire Management For For
1e Elect Director William C. Rhodes, III Management For For
1f Elect Director Debra A. Sandler Management For For
1g Elect Director Ralph E. Santana Management For For
1h Elect Director Todd J. Vasos 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 Omnibus Stock Plan Management For For
5 Provide Right to Call Special Meeting of the total of 25% of Outstanding Common Stock Management For For
6 Provide Right to Call A Special Meeting of the total of 10% of Outstanding Common Stock Shareholder Against Against
 
DOLLAR TREE, INC.
MEETING DATE:  JUN 10, 2021
TICKER:  DLTR       SECURITY ID:  256746108
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Arnold S. Barron Management For For
1b Elect Director Gregory M. Bridgeford Management For For
1c Elect Director Thomas W. Dickson Management For For
1d Elect Director Lemuel E. Lewis Management For For
1e Elect Director Jeffrey G. Naylor Management For For
1f Elect Director Winnie Y. Park Management For For
1g Elect Director Bob Sasser Management For For
1h Elect Director Stephanie P. Stahl Management For For
1i Elect Director Carrie A. Wheeler Management For For
1j Elect Director Thomas E. Whiddon Management For For
1k Elect Director Michael A. Witynski 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 Approve Omnibus Stock Plan Management For For
 
EXPEDIA GROUP, INC.
MEETING DATE:  JUN 09, 2021
TICKER:  EXPE       SECURITY ID:  30212P303
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Samuel Altman Management For For
1b Elect Director Beverly Anderson Management For For
1c Elect Director Susan Athey Management For For
1d Elect Director Chelsea Clinton Management For For
1e Elect Director Barry Diller Management For For
1f Elect Director Jon Gieselman - Withdrawn Management None None
1g Elect Director Craig Jacobson Management For For
1h Elect Director Peter Kern Management For For
1i Elect Director Dara Khosrowshahi Management For For
1j Elect Director Patricia Menendez-Cambo Management For For
1k Elect Director Greg Mondre Management For For
1l Elect Director David Sambur - Withdrawn Management None None
1m Elect Director Alex von Furstenberg Management For For
1n Elect Director Julie Whalen Management For For
2 Amend Qualified Employee Stock Purchase Plan Management For For
3 Ratify Ernst & Young LLP as Auditors Management For For
4 Report on Political Contributions and Expenditures Shareholder Against Against
 
FACEBOOK, INC.
MEETING DATE:  MAY 26, 2021
TICKER:  FB       SECURITY ID:  30303M102
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Peggy Alford Management For For
1.2 Elect Director Marc L. Andreessen Management For For
1.3 Elect Director Andrew W. Houston Management For For
1.4 Elect Director Nancy Killefer Management For For
1.5 Elect Director Robert M. Kimmitt Management For For
1.6 Elect Director Sheryl K. Sandberg Management For For
1.7 Elect Director Peter A. Thiel Management For For
1.8 Elect Director Tracey T. Travis Management For For
1.9 Elect Director Mark Zuckerberg Management For For
2 Ratify Ernst & Young LLP as Auditors Management For For
3 Amend Non-Employee Director Compensation Policy Management For Against
4 Approve Recapitalization Plan for all Stock to Have One-vote per Share Shareholder Against For
5 Require Independent Board Chair Shareholder Against Against
6 Report on Online Child Sexual Exploitation Shareholder Against Against
7 Require Independent Director Nominee with Human and/or Civil Rights Experience Shareholder Against Against
8 Report on Platform Misuse Shareholder Against For
9 Amend Certificate of Incorporation to Become a Public Benefit Corporation Shareholder Against Against
 
FERRARI NV
MEETING DATE:  APR 15, 2021
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 0.867 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 Piero Ferrari as Non-Executive Director Management For For
3.c Reelect Delphine Arnault as Non-Executive Director Management For For
3.d Reelect Francesca Bellettini as Non-Executive Director Management For For
3.e Reelect Eduardo H. Cue as Non-Executive Director Management For For
3.f Reelect Sergio Duca as Non-Executive Director Management For For
3.g Reelect John Galantic as Non-Executive Director Management For For
3.h Reelect Maria Patrizia Grieco as Non-Executive Director Management For For
3.i Reelect Adam Keswick as Non-Executive Director Management For For
4 Appoint Ernst & Young Accountants LLP as Auditors Management For For
5.1 Grant Board Authority to Issue Shares Up To 10 Percent of Issued Capital Management For For
5.2 Authorize Board to Exclude Preemptive Rights from Share Issuances Management For For
5.3 Grant Board Authority to Issue Special Voting Shares Management For Against
6 Authorize Repurchase of Up to 10 Percent of Issued Share Capital Management For For
7 Approve Awards to Executive Director Management For For
8 Close Meeting Management None None
 
FIVE BELOW, INC.
MEETING DATE:  JUN 15, 2021
TICKER:  FIVE       SECURITY ID:  33829M101
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Dinesh S. Lathi Management For For
1b Elect Director Richard L. Markee Management For For
1c Elect Director Thomas G. Vellios Management For For
1d Elect Director Zuhairah S. Washington Management For For
2 Ratify KPMG LLP as Auditors Management For For
3 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
 
FLOOR & DECOR HOLDINGS, INC.
MEETING DATE:  MAY 12, 2021
TICKER:  FND       SECURITY ID:  339750101
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Norman H. Axelrod Management For For
1b Elect Director Ryan Marshall Management For For
1c Elect Director Richard L. Sullivan Management For For
1d Elect Director Felicia D. Thornton 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 Declassify the Board of Directors Management For For
5 Eliminate Supermajority Vote Requirements Management For For
 
FLUTTER ENTERTAINMENT PLC
MEETING DATE:  DEC 29, 2020
TICKER:  FLTR       SECURITY ID:  G3643J108
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1 Approve Acquisition of the Fastball Shares by TSE Holdings Limited Management For For
 
FLUTTER ENTERTAINMENT PLC
MEETING DATE:  JAN 19, 2021
TICKER:  FLTR       SECURITY ID:  G3643J108
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1 Approve Migration of the Migrating Shares to Euroclear Bank's Central Securities Depository Management For For
2 Amend Articles of Association Management For For
3A Conditional upon the Adoption of Resolutions 1 and 2, Adopt New Articles of Association Management For For
3B Conditional upon the Adoption of Resolution 1 and Resolution 2 not being Validly Adopted, Adopt New Articles of Association Management For For
4 Authorise Company to Take All Actions to Implement the Migration Management For For
 
G-III APPAREL GROUP, LTD.
MEETING DATE:  JUN 10, 2021
TICKER:  GIII       SECURITY ID:  36237H101
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Morris Goldfarb Management For For
1.2 Elect Director Sammy Aaron Management For For
1.3 Elect Director Thomas J. Brosig Management For For
1.4 Elect Director Alan Feller Management For For
1.5 Elect Director Jeffrey Goldfarb Management For For
1.6 Elect Director Victor Herrero Management For For
1.7 Elect Director Robert L. Johnson Management For For
1.8 Elect Director Jeanette Nostra Management For For
1.9 Elect Director Laura Pomerantz Management For Withhold
1.10 Elect Director Willem van Bokhorst Management For Withhold
1.11 Elect Director Cheryl Vitali Management For For
1.12 Elect Director Richard White Management For Withhold
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For Against
3 Amend Omnibus Stock Plan Management For For
4 Ratify Ernst & Young LLP as Auditors Management For For
 
GRAND CANYON EDUCATION, INC.
MEETING DATE:  JUN 16, 2021
TICKER:  LOPE       SECURITY ID:  38526M106
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Brian E. Mueller Management For For
1.2 Elect Director Sara R. Dial Management For For
1.3 Elect Director Jack A. Henry Management For For
1.4 Elect Director Lisa Graham Keegan Management For For
1.5 Elect Director Chevy Humphrey Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Ratify KPMG LLP as Auditors Management For For
 
HERBALIFE NUTRITION LTD.
MEETING DATE:  APR 28, 2021
TICKER:  HLF       SECURITY ID:  G4412G101
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director John Agwunobi Management For For
1.2 Elect Director Richard H. Carmona Management For For
1.3 Elect Director Kevin M. Jones Management For For
1.4 Elect Director Sophie L'Helias Management For For
1.5 Elect Director Alan LeFevre Management For For
1.6 Elect Director Juan Miguel Mendoza Management For For
1.7 Elect Director Donal Mulligan Management For For
1.8 Elect Director Maria Otero Management For For
1.9 Elect Director John Tartol 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 as Auditors Management For For
 
HERMES INTERNATIONAL SCA
MEETING DATE:  MAY 04, 2021
TICKER:  RMS       SECURITY ID:  F48051100
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 Discharge of General Managers Management For For
4 Approve Allocation of Income and Dividends of EUR 4.55 per Share Management For For
5 Approve Auditors' Special Report on Related-Party Transactions Management For For
6 Authorize Repurchase of Up to 10 Percent of Issued Share Capital Management For Against
7 Approve Compensation of Corporate Officers Management For For
8 Approve Compensation of Axel Dumas, General Manager Management For For
9 Approve Compensation of Emile Hermes SARL, General Manager Management For For
10 Approve Compensation of Eric de Seynes, Chairman of the Supervisory Board Management For For
11 Approve Remuneration Policy of General Managers Management For For
12 Approve Remuneration Policy of Supervisory Board Members Management For For
13 Reelect Matthieu Dumas as Supervisory Board Member Management For For
14 Reelect Blaise Guerrand as Supervisory Board Member Management For For
15 Reelect Olympia Guerrand as Supervisory Board Member Management For For
16 Reelect Alexandre Viros as Supervisory Board Member Management For For
17 Authorize Decrease in Share Capital via Cancellation of Repurchased Shares Management For For
18 Authorize Capitalization of Reserves of up to 40 Percent of Issued Capital for Bonus Issue or Increase in Par Value Management For For
19 Authorize Issuance of Equity or Equity-Linked Securities with Preemptive Rights up to 40 Percent of Issued Capital Management For Against
20 Authorize Issuance of Equity or Equity-Linked Securities without Preemptive Rights up to 40 Percent of Issued Capital Management For Against
21 Authorize Capital Issuances for Use in Employee Stock Purchase Plans Management For For
22 Approve Issuance of Equity or Equity-Linked Securities up to 20 Percent of Issued Capital Per Year for Private Placements Management For Against
23 Authorize Capital Increase of up to 10 Percent of Issued Capital for Contributions in Kind Management For Against
24 Delegate Powers to the Management Board to Implement Spin-Off Agreements Management For Against
25 Delegate Powers to the Management Board to Issue Shares in Connection with Item 24 Above Management For Against
26 Amend Articles of Bylaws Re. Change of Corporate Form of Emile Hermes SARL Management For For
27 Authorize Filing of Required Documents/Other Formalities Management For For
 
HILTON WORLDWIDE HOLDINGS INC.
MEETING DATE:  MAY 19, 2021
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 John G. Schreiber Management For For
1i Elect Director Elizabeth A. Smith Management For For
1j 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
 
JDE PEET'S BV
MEETING DATE:  NOV 18, 2020
TICKER:  JDEP       SECURITY ID:  N44664105
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1 Open Meeting Management None None
2 Elect Fabien Simon as Director Management For For
3 Amend Directors' Remuneration Policy Management For For
4 Elect Frank Engelen as Non-Executive Director Management For For
5 Close Meeting Management None None
 
KOHL'S CORPORATION
MEETING DATE:  MAY 12, 2021
TICKER:  KSS       SECURITY ID:  500255104
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Michael J. Bender Management For For
1.2 Elect Director Peter Boneparth Management For For
1.3 Elect Director Steven A. Burd Management For For
1.4 Elect Director Yael Cosset Management For For
1.5 Elect Director H. Charles Floyd Management For For
1.6 Elect Director Michelle Gass Management For For
1.7 Elect Director Robbin Mitchell Management For For
1.8 Elect Director Jonas Prising Management For For
1.9 Elect Director John E. Schlifske Management For For
1.10 Elect Director Adrianne Shapira Management For For
1.11 Elect Director Frank V. Sica Management For For
1.12 Elect Director Stephanie A. Streeter 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 Provide Right to Act by Written Consent Shareholder Against Against
 
L BRANDS, INC.
MEETING DATE:  MAY 20, 2021
TICKER:  LB       SECURITY ID:  501797104
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Patricia S. Bellinger Management For For
1b Elect Director Donna A. James Management For For
1c Elect Director Francis A. Hondal Management For For
1d Elect Director Danielle Lee Management For For
1e Elect Director Andrew M. Meslow Management For For
1f Elect Director Michael G. Morris Management For For
1g Elect Director Sarah E. Nash Management For For
1h Elect Director Robert H. Schottenstein Management For For
1i Elect Director Anne Sheehan Management For For
1j Elect Director Stephen D. Steinour 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 Provide Right to Act by Written Consent Shareholder Against Against
 
LENNAR CORPORATION
MEETING DATE:  APR 07, 2021
TICKER:  LEN       SECURITY ID:  526057104
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Amy Banse Management For For
1b Elect Director Rick Beckwitt Management For For
1c Elect Director Steven L. Gerard Management For For
1d Elect Director Tig Gilliam Management For For
1e Elect Director Sherrill W. Hudson Management For For
1f Elect Director Jonathan M. Jaffe Management For For
1g Elect Director Sidney Lapidus Management For For
1h Elect Director Teri P. McClure Management For For
1i Elect Director Stuart Miller Management For For
1j Elect Director Armando Olivera Management For For
1k Elect Director Jeffrey Sonnenfeld 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 Approve Recapitalization Plan for all Stock to Have One-vote per Share Shareholder Against For
 
LEVI STRAUSS & CO.
MEETING DATE:  APR 21, 2021
TICKER:  LEVI       SECURITY ID:  52736R102
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director David A. Friedman Management For For
1b Elect Director Yael Garten Management For For
1c Elect Director Jenny Ming Management For For
1d Elect Director Joshua E. Prime Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Ratify PricewaterhouseCoopers LLP as Auditors Management For For
 
LINDBLAD EXPEDITIONS HOLDINGS, INC.
MEETING DATE:  JUN 03, 2021
TICKER:  LIND       SECURITY ID:  535219109
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Sven-Olof Lindblad Management For For
1.2 Elect Director Mark D. Ein Management For Withhold
1.3 Elect Director Dolf Berle 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 Marcum LLP as Auditors Management For For
 
LIVE NATION ENTERTAINMENT, INC.
MEETING DATE:  JUN 10, 2021
TICKER:  LYV       SECURITY ID:  538034109
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Maverick Carter Management For For
1.2 Elect Director Ari Emanuel - Withdrawn Management None None
1.3 Elect Director Ping Fu Management For For
1.4 Elect Director Jeffrey T. Hinson Management For For
1.5 Elect Director Chad Hollingsworth Management For For
1.6 Elect Director James Iovine Management For For
1.7 Elect Director James S. Kahan Management For For
1.8 Elect Director Gregory B. Maffei Management For For
1.9 Elect Director Randall T. Mays Management For For
1.10 Elect Director Michael Rapino Management For For
1.11 Elect Director Mark S. Shapiro Management For For
1.12 Elect Director Dana Walden Management For For
2 Ratify Ernst & Young LLP as Auditors Management For For
 
LOWE'S COMPANIES, INC.
MEETING DATE:  MAY 28, 2021
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 Angela F. Braly 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 Mary Beth West Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Ratify Deloitte & Touche LLP as Auditor Management For For
4 Amend Proxy Access Right Shareholder Against Against
 
LULULEMON ATHLETICA INC.
MEETING DATE:  JUN 09, 2021
TICKER:  LULU       SECURITY ID:  550021109
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Calvin McDonald Management For For
1b Elect Director Martha Morfitt Management For For
1c Elect Director Emily White Management For For
1d Elect Director Kourtney Gibson Management For For
2 Ratify PricewaterhouseCoopers LLP as Auditors Management For For
3 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
 
LVMH MOET HENNESSY LOUIS VUITTON SE
MEETING DATE:  APR 15, 2021
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 6.00 per Share Management For For
4 Approve Auditors' Special Report on Related-Party Transactions Management For For
5 Reelect Antoine Arnault as Director Management For For
6 Reelect Nicolas Bazire as Director Management For Against
7 Reelect Charles de Croisset as Director Management For For
8 Reelect Yves-Thibault de Silguy as Director Management For For
9 Appoint Olivier Lenel as Alternate Auditor Management For For
10 Approve Amendment of Remuneration Policy of Directors Re: FY 2020 Management For For
11 Approve Amendment of Remuneration Policy of Executive Corporate Officers Re: FY 2020 Management For For
12 Approve Compensation of Corporate Officers Management For For
13 Approve Compensation of Bernard Arnault, Chairman and CEO Management For For
14 Approve Compensation of Antonio Belloni, Vice-CEO Management For For
15 Approve Remuneration Policy of Directors Management For For
16 Approve Remuneration Policy of Chairman and CEO Management For For
17 Approve Remuneration Policy of Vice-CEO Management For For
18 Authorize Repurchase of Up to 10 Percent of Issued Share Capital Management For For
19 Authorize Decrease in Share Capital via Cancellation of Repurchased Shares Management For For
20 Authorize Capitalization of Reserves of Up to EUR 20 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 20 Million Management For For
22 Authorize Issuance of Equity or Equity-Linked Securities without Preemptive Rights up to Aggregate Nominal Amount of EUR 20 Million Management For For
23 Approve Issuance of Equity or Equity-Linked Securities for Qualified Investors, up to Aggregate Nominal Amount of EUR 20 Million Management For For
24 Authorize Board to Increase Capital in the Event of Additional Demand Related to Delegation Submitted to Shareholder Vote Above Management For For
25 Authorize Capital Increase of Up to EUR 20 Million for Future Exchange Offers Management For For
26 Authorize Capital Increase of up to 10 Percent of Issued Capital for Contributions in Kind Management For For
27 Authorize up to 1 Percent of Issued Capital for Use in Stock Option Plans Management For For
28 Authorize Capital Issuances for Use in Employee Stock Purchase Plans Management For For
29 Set Total Limit for Capital Increase to Result from Issuance Requests Under Items 21-26 at EUR 20 Million Management For For
30 Amend Article 22 of Bylaws Re: Auditors Management For For
 
LVMH MOET HENNESSY LOUIS VUITTON SE
MEETING DATE:  MAY 28, 2021
TICKER:  MC       SECURITY ID:  F58485115
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1 Authorize Repurchase of Up to 10 Percent of Issued Share Capital Management For For
 
LYFT, INC.
MEETING DATE:  JUN 17, 2021
TICKER:  LYFT       SECURITY ID:  55087P104
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director John Zimmer Management For For
1.2 Elect Director Valerie Jarrett Management For For
1.3 Elect Director David Lawee 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 Lobbying Payments and Policy Shareholder Against For
 
MARRIOTT INTERNATIONAL, INC.
MEETING DATE:  MAY 07, 2021
TICKER:  MAR       SECURITY ID:  571903202
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director J.W. Marriott, Jr. Management For For
1b Elect Director Anthony G. Capuano Management For For
1c Elect Director Deborah Marriott Harrison Management For For
1d Elect Director Frederick A. 'Fritz' Henderson Management For For
1e Elect Director Eric Hippeau Management For For
1f Elect Director Lawrence W. Kellner 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 George Munoz 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 Auditor Management For For
3 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
4a Eliminate Supermajority Vote Requirement for Removal of Directors Management For For
4b Eliminate Supermajority Vote Requirement to Amend Certificate of Incorporation Management For For
4c Eliminate Supermajority Vote Requirement to Amend Certain Bylaws Provisions Management For For
4d Eliminate Supermajority Vote Requirement for Certain Transactions Management For For
4e Eliminate Supermajority Vote Requirement for Certain Business Combinations Management For For
 
MARRIOTT VACATIONS WORLDWIDE CORPORATION
MEETING DATE:  MAY 14, 2021
TICKER:  VAC       SECURITY ID:  57164Y107
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Lizanne Galbreath Management For For
1.2 Elect Director Melquiades R. Martinez Management For For
1.3 Elect Director Stephen R. Quazzo Management For For
1.4 Elect Director Stephen P. Weisz 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
 
MCDONALD'S CORPORATION
MEETING DATE:  MAY 20, 2021
TICKER:  MCD       SECURITY ID:  580135101
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Lloyd Dean Management For For
1b Elect Director Robert Eckert Management For For
1c Elect Director Catherine Engelbert Management For For
1d Elect Director Margaret Georgiadis Management For For
1e Elect Director Enrique Hernandez, Jr. Management For For
1f Elect Director Christopher Kempczinski Management For For
1g Elect Director Richard Lenny Management For For
1h Elect Director John Mulligan Management For For
1i Elect Director Sheila Penrose Management For For
1j Elect Director John Rogers, Jr. Management For For
1k Elect Director Paul Walsh Management For For
1l Elect Director Miles White 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 Report on Sugar and Public Health Shareholder Against Against
5 Report on Antibiotics and Public Health Costs Shareholder Against Against
6 Provide Right to Act by Written Consent Shareholder Against Against
 
MERCADOLIBRE, INC.
MEETING DATE:  JUN 08, 2021
TICKER:  MELI       SECURITY ID:  58733R102
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Nicolas Galperin Management For For
1.2 Elect Director Henrique Dubugras Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Ratify Deloitte & Co. S.A as Auditors Management For For
 
MGM RESORTS INTERNATIONAL
MEETING DATE:  MAY 05, 2021
TICKER:  MGM       SECURITY ID:  552953101
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Barry Diller Management For For
1b Elect Director William W. Grounds Management For For
1c Elect Director Alexis M. Herman Management For For
1d Elect Director William J. Hornbuckle Management For For
1e Elect Director Mary Chris Jammet Management For For
1f Elect Director John Kilroy Management For Against
1g Elect Director Joey Levin Management For Against
1h Elect Director Rose McKinney-James Management For For
1i Elect Director Keith A. Meister Management For For
1j Elect Director Paul Salem Management For For
1k Elect Director Gregory M. Spierkel Management For For
1l Elect Director Jan G. Swartz Management For For
1m Elect Director Daniel J. 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
4 Authorize New Class of Preferred Stock Management For Against
 
MONRO, INC.
MEETING DATE:  AUG 18, 2020
TICKER:  MNRO       SECURITY ID:  610236101
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director John L. Auerbach Management For For
1.2 Elect Director Donald Glickman Management For For
1.3 Elect Director Lindsay N. Hyde Management For For
1.4 Elect Director Leah C. Johnson Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Ratify PricewaterhouseCoopers LLP as Auditors Management For For
 
NATIONAL VISION HOLDINGS, INC.
MEETING DATE:  JUN 08, 2021
TICKER:  EYE       SECURITY ID:  63845R107
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director L. Reade Fahs Management For For
1.2 Elect Director Susan Somersille Johnson Management For For
1.3 Elect Director Naomi Kelman Management For For
2 Declassify the Board of Directors Management For For
3 Eliminate Supermajority Vote Requirement Management For For
4 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
5 Ratify Deloitte & Touche LLP as Auditors Management For For
 
NEW ORIENTAL EDUCATION & TECHNOLOGY GROUP, INC.
MEETING DATE:  MAR 08, 2021
TICKER:  9901       SECURITY ID:  647581107
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1 Approve Share Subdivision Management For For
2 Adopt Chinese Name as Dual Foreign Name of the Company Management For For
3 Adopt Amended and Restated Memorandum and Articles of Association Management For For
 
NIKE, INC.
MEETING DATE:  SEP 17, 2020
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 Omnibus Stock Plan Management For For
5 Report on Political Contributions Disclosure Shareholder Against Against
 
NOODLES & COMPANY
MEETING DATE:  APR 27, 2021
TICKER:  NDLS       SECURITY ID:  65540B105
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Jeffrey Jones Management For For
1.2 Elect Director Drew Madsen Management For For
1.3 Elect Director Shawn Taylor 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
 
NORDSTROM, INC.
MEETING DATE:  MAY 19, 2021
TICKER:  JWN       SECURITY ID:  655664100
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Shellye L. Archambeau Management For For
1b Elect Director Stacy Brown-Philpot Management For For
1c Elect Director James L. Donald Management For For
1d Elect Director Kirsten A. Green Management For For
1e Elect Director Glenda G. McNeal Management For For
1f Elect Director Erik B. Nordstrom Management For For
1g Elect Director Peter E. Nordstrom Management For For
1h Elect Director Brad D. Smith Management For For
1i Elect Director Bradley D. Tilden Management For For
1j Elect Director Mark J. Tritton 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
 
NVR, INC.
MEETING DATE:  MAY 05, 2021
TICKER:  NVR       SECURITY ID:  62944T105
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Dwight C. Schar Management For For
1.2 Elect Director C. E. Andrews Management For For
1.3 Elect Director Sallie B. Bailey Management For For
1.4 Elect Director Thomas D. Eckert Management For For
1.5 Elect Director Alfred E. Festa Management For For
1.6 Elect Director Manuel H. Johnson Management For For
1.7 Elect Director Alexandra A. Jung Management For For
1.8 Elect Director Mel Martinez Management For For
1.9 Elect Director William A. Moran Management For For
1.10 Elect Director David A. Preiser Management For For
1.11 Elect Director W. Grady Rosier Management For For
1.12 Elect Director Susan Williamson Ross Management For For
2 Ratify KPMG LLP as Auditors Management For For
3 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
 
O'REILLY AUTOMOTIVE, INC.
MEETING DATE:  MAY 13, 2021
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
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Ratify Ernst & Young LLP as Auditors Management For For
4 Amend Proxy Access Right Shareholder Against Against
 
OLLIE'S BARGAIN OUTLET HOLDINGS, INC.
MEETING DATE:  JUN 17, 2021
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 Thomas Hendrickson Management For For
1d Elect Director John Swygert Management For For
1e 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
 
PENN NATIONAL GAMING, INC.
MEETING DATE:  JUN 09, 2021
TICKER:  PENN       SECURITY ID:  707569109
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director David A. Handler Management For For
1.2 Elect Director John M. Jacquemin Management For For
2 Increase Authorized Common Stock Management For For
3 Amend Omnibus Stock Plan Management For For
4 Ratify Deloitte & Touche LLP as Auditors Management For For
5 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
 
PERFORMANCE FOOD GROUP COMPANY
MEETING DATE:  NOV 19, 2020
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 Barbara J. Beck Management For For
1c Elect Director Matthew C. Flanigan Management For For
1d Elect Director David V. Singer Management For For
1e Elect Director Meredith Adler Management For For
1f Elect Director Jeffrey M. Overly 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
 
PLANET FITNESS, INC.
MEETING DATE:  MAY 03, 2021
TICKER:  PLNT       SECURITY ID:  72703H101
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Christopher Rondeau Management For For
1.2 Elect Director Frances Rathke Management For For
1.3 Elect Director Bernard Acoca Management For For
2 Ratify KPMG LLP as Auditors Management For For
3 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
 
PURPLE INNOVATION, INC.
MEETING DATE:  MAY 21, 2021
TICKER:  PRPL       SECURITY ID:  74640Y106
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Pano Anthos Management For For
1.2 Elect Director Gary T. DiCamillo Management For For
1.3 Elect Director Adam Gray Management For For
1.4 Elect Director Claudia Hollingsworth Management For For
1.5 Elect Director Gary A. Kiedaisch Management For For
1.6 Elect Director Joseph B. Megibow Management For For
1.7 Elect Director Paul Zepf Management For For
1.8 Elect Director Dawn M. Zier 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 BDO USA, LLP as Auditors Management For For
 
PVH CORP.
MEETING DATE:  JUN 17, 2021
TICKER:  PVH       SECURITY ID:  693656100
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Brent Callinicos Management For For
1b Elect Director George Cheeks Management For For
1c Elect Director Emanuel Chirico Management For For
1d Elect Director Joseph B. Fuller Management For For
1e Elect Director Stefan Larsson Management For For
1f Elect Director V. James Marino Management For For
1g Elect Director G. Penny McIntyre Management For For
1h Elect Director Amy McPherson Management For For
1i Elect Director Henry Nasella Management For For
1j Elect Director Allison Peterson Management For For
1k Elect Director Edward R. Rosenfeld Management For For
1l Elect Director Judith Amanda Sourry Knox 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
 
RESTAURANT BRANDS INTERNATIONAL INC.
MEETING DATE:  JUN 16, 2021
TICKER:  QSR       SECURITY ID:  76131D103
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Alexandre Behring Management For Withhold
1.2 Elect Director Joao M. Castro-Neves Management For For
1.3 Elect Director Maximilien de Limburg Stirum Management For For
1.4 Elect Director Paul J. Fribourg Management For For
1.5 Elect Director Neil Golden Management For For
1.6 Elect Director Ali Hedayat Management For For
1.7 Elect Director Golnar Khosrowshahi Management For For
1.8 Elect Director Marc Lemann Management For For
1.9 Elect Director Jason Melbourne Management For For
1.10 Elect Director Giovanni (John) Prato Management For For
1.11 Elect Director Daniel S. Schwartz Management For For
1.12 Elect Director Carlos Alberto Sicupira 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
 
ROSS STORES, INC.
MEETING DATE:  MAY 19, 2021
TICKER:  ROST       SECURITY ID:  778296103
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director K. Gunnar Bjorklund Management For For
1b Elect Director Michael J. Bush Management For For
1c Elect Director Sharon D. Garrett Management For For
1d Elect Director Michael J. Hartshorn Management For For
1e Elect Director Stephen D. Milligan Management For For
1f Elect Director Patricia H. Mueller Management For For
1g Elect Director George P. Orban Management For For
1h Elect Director Gregory L. Quesnel Management For For
1i Elect Director Larree M. Renda Management For For
1j Elect Director Barbara Rentler Management For For
1k Elect Director Doniel N. Sutton 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 Adopt Share Retention Policy For Senior Executives *Withdrawn Resolution* Shareholder None None
 
RUTH'S HOSPITALITY GROUP, INC.
MEETING DATE:  MAY 25, 2021
TICKER:  RUTH       SECURITY ID:  783332109
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Giannella Alvarez Management For For
1b Elect Director Mary L. Baglivo Management For For
1c Elect Director Carla R. Cooper Management For For
1d Elect Director Cheryl J. Henry Management For For
1e Elect Director Stephen M. King Management For For
1f Elect Director Michael P. O'Donnell Management For For
1g Elect Director Marie L. Perry Management For For
1h Elect Director Robin P. Selati Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Ratify KPMG LLP as Auditors Management For For
 
SALLY BEAUTY HOLDINGS, INC.
MEETING DATE:  JAN 28, 2021
TICKER:  SBH       SECURITY ID:  79546E104
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Timothy R. Baer Management For For
1.2 Elect Director Christian A. Brickman Management For For
1.3 Elect Director Marshall E. Eisenberg Management For For
1.4 Elect Director Diana S. Ferguson Management For For
1.5 Elect Director Dorlisa K. Flur Management For For
1.6 Elect Director James M. Head Management For For
1.7 Elect Director Linda Heasley Management For For
1.8 Elect Director Robert R. McMaster Management For For
1.9 Elect Director John A. Miller Management For For
1.10 Elect Director Susan R. Mulder Management For For
1.11 Elect Director Denise Paulonis Management For For
1.12 Elect Director Edward W. Rabin Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Ratify KPMG LLP as Auditors Management For For
 
SKECHERS U.S.A., INC.
MEETING DATE:  MAY 26, 2021
TICKER:  SKX       SECURITY ID:  830566105
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Robert Greenberg Management For Withhold
1.2 Elect Director Morton Erlich Management For Withhold
1.3 Elect Director Thomas Walsh Management For Withhold
 
STARBUCKS CORPORATION
MEETING DATE:  MAR 17, 2021
TICKER:  SBUX       SECURITY ID:  855244109
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Richard E. Allison, Jr. Management For For
1b Elect Director Rosalind G. Brewer *Withdrawn Resolution* Management None None
1c Elect Director Andrew Campion Management For For
1d Elect Director Mary N. Dillon Management For For
1e Elect Director Isabel Ge Mahe Management For For
1f Elect Director Mellody Hobson Management For For
1g Elect Director Kevin R. Johnson Management For For
1h Elect Director Jorgen Vig Knudstorp Management For For
1i Elect Director Satya Nadella Management For For
1j Elect Director Joshua Cooper Ramo Management For For
1k Elect Director Clara Shih Management For For
1l Elect Director Javier G. Teruel 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 Adopt a Policy to Include Non-Management Employees as Prospective Director Candidates Shareholder Against Against
 
TAPESTRY, INC.
MEETING DATE:  NOV 05, 2020
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 David Denton Management For For
1d Elect Director Anne Gates Management For For
1e Elect Director Susan Kropf Management For For
1f Elect Director Annabelle Yu Long Management For For
1g 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
4 Amend Omnibus Stock Plan Management For For
 
TARGET CORPORATION
MEETING DATE:  JUN 09, 2021
TICKER:  TGT       SECURITY ID:  87612E106
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Douglas M. Baker, Jr. Management For For
1b Elect Director George S. Barrett Management For For
1c Elect Director Brian C. Cornell Management For For
1d Elect Director Robert L. Edwards Management For For
1e Elect Director Melanie L. Healey Management For For
1f Elect Director Donald R. Knauss Management For For
1g Elect Director Christine A. Leahy Management For For
1h Elect Director Monica C. Lozano Management For For
1i Elect Director Mary E. Minnick Management For For
1j Elect Director Derica W. Rice Management For For
1k Elect Director Kenneth L. Salazar 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 Amend Proxy Access Right Shareholder Against Against
 
TEMPUR SEALY INTERNATIONAL, INC.
MEETING DATE:  MAY 06, 2021
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 Cathy R. Gates Management For For
1c Elect Director John A. Heil Management For For
1d Elect Director Jon L. Luther Management For For
1e Elect Director Richard W. Neu Management For For
1f Elect Director Scott L. Thompson Management For For
1g Elect Director Robert B. Trussell, 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
4 Increase Authorized Common Stock Management For For
 
THE HOME DEPOT, INC.
MEETING DATE:  MAY 20, 2021
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 Helena B. Foulkes 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 Craig A. Menear 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 Shareholder Written Consent Provisions Shareholder Against Against
5 Report on Political Contributions Congruency Analysis Shareholder Against Against
6 Report on Prison Labor in the Supply Chain Shareholder Against Against
 
THE REALREAL, INC.
MEETING DATE:  JUN 15, 2021
TICKER:  REAL       SECURITY ID:  88339P101
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Robert Krolik Management For Withhold
1.2 Elect Director Niki Leondakis Management For Withhold
1.3 Elect Director Emma Grede 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
 
THE TJX COMPANIES, INC.
MEETING DATE:  JUN 08, 2021
TICKER:  TJX       SECURITY ID:  872540109
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Zein Abdalla Management For For
1b Elect Director Jose B. Alvarez Management For For
1c Elect Director Alan M. Bennett Management For For
1d Elect Director Rosemary T. Berkery Management For For
1e Elect Director David T. Ching Management For For
1f Elect Director C. Kim Goodwin Management For For
1g Elect Director Ernie Herrman Management For For
1h Elect Director Michael F. Hines Management For For
1i Elect Director Amy B. Lane Management For For
1j Elect Director Carol Meyrowitz Management For For
1k Elect Director Jackwyn L. Nemerov Management For For
1l Elect Director John F. O'Brien Management For For
2 Ratify PricewaterhouseCoopers as Auditors Management For For
3 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
4 Report on Animal Welfare Shareholder Against Against
5 Report on Pay Disparity Shareholder Against Against
 
THOR INDUSTRIES, INC.
MEETING DATE:  DEC 18, 2020
TICKER:  THO       SECURITY ID:  885160101
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Andrew Graves Management For For
1.2 Elect Director Amelia A. Huntington Management For For
1.3 Elect Director Wilson Jones Management For For
1.4 Elect Director Christopher Klein Management For For
1.5 Elect Director J. Allen Kosowsky Management For For
1.6 Elect Director Robert W. Martin Management For For
1.7 Elect Director Peter B. Orthwein Management For For
1.8 Elect Director Jan H. Suwinski Management For For
1.9 Elect Director James L. Ziemer Management For For
1.10 Elect Director William J. Kelley, 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
 
UBER TECHNOLOGIES, INC.
MEETING DATE:  MAY 10, 2021
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 Yasir Al-Rumayyan Management For For
1i Elect Director John Thain Management For For
1j Elect Director David I. Trujillo Management For For
1k 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 Eliminate Supermajority Vote Requirement Management For For
5 Report on Lobbying Payments and Policy Shareholder Against Against
 
ULTA BEAUTY, INC.
MEETING DATE:  JUN 02, 2021
TICKER:  ULTA       SECURITY ID:  90384S303
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Catherine A. Halligan Management For For
1.2 Elect Director David C. Kimbell Management For For
1.3 Elect Director George R. Mrkonic Management For For
1.4 Elect Director Lorna E. Nagler 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
 
US FOODS HOLDING CORP.
MEETING DATE:  MAY 20, 2021
TICKER:  USFD       SECURITY ID:  912008109
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Cheryl A. Bachelder Management For For
1b Elect Director Court D. Carruthers Management For For
1c Elect Director John A. Lederer Management For For
1d Elect Director Carl Andrew Pforzheimer Management For For
1e Elect Director David M. Tehle Management For For
1f Elect Director Ann E. Ziegler 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
 
VAIL RESORTS, INC.
MEETING DATE:  DEC 03, 2020
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 Nadia Rawlinson Management For For
1d Elect Director John T. Redmond Management For For
1e Elect Director Michele Romanow Management For For
1f Elect Director Hilary A. Schneider Management For For
1g Elect Director D. Bruce Sewell Management For For
1h Elect Director John F. Sorte Management For For
1i 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
 
VF CORPORATION
MEETING DATE:  JUL 28, 2020
TICKER:  VFC       SECURITY ID:  918204108
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Richard T. Carucci Management For For
1.2 Elect Director Juliana L. Chugg Management For For
1.3 Elect Director Benno Dorer Management For For
1.4 Elect Director Mark S. Hoplamazian Management For For
1.5 Elect Director Laura W. Lang Management For For
1.6 Elect Director W. Alan McCollough Management For For
1.7 Elect Director W. Rodney McMullen Management For For
1.8 Elect Director Clarence Otis, Jr. Management For For
1.9 Elect Director Steven E. Rendle Management For For
1.10 Elect Director Carol L. Roberts Management For For
1.11 Elect Director Matthew J. Shattock Management For For
1.12 Elect Director Veronica B. Wu Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Ratify PricewaterhouseCoopers LLP as Auditors Management For For
 
VISA INC.
MEETING DATE:  JAN 26, 2021
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 Mary B. Cranston 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 John F. Lundgren Management For For
1g Elect Director Robert W. Matschullat Management For For
1h Elect Director Denise M. Morrison Management For For
1i Elect Director Suzanne Nora Johnson Management For For
1j Elect Director Linda J. Rendle Management For For
1k Elect Director John A. C. Swainson Management For For
1l Elect Director Maynard G. Webb, Jr. 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
5 Provide Holders of At Least 15% Class A Common Stock Right to Call Special Meeting Management For For
6 Provide Right to Act by Written Consent Shareholder Against Against
7 Amend Principles of Executive Compensation Program Shareholder Against Against
 
WAYFAIR INC.
MEETING DATE:  MAY 11, 2021
TICKER:  W       SECURITY ID:  94419L101
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Niraj Shah Management For For
1b Elect Director Steven Conine Management For For
1c Elect Director Michael Choe Management For For
1d Elect Director Andrea Jung Management For For
1e Elect Director Michael Kumin Management For For
1f Elect Director Jeffrey Naylor Management For For
1g Elect Director Anke Schaferkordt Management For For
1h Elect Director Michael E. Sneed Management For For
2 Ratify Ernst & Young LLP as Auditors Management For For
 
WORLD WRESTLING ENTERTAINMENT, INC.
MEETING DATE:  JUL 16, 2020
TICKER:  WWE       SECURITY ID:  98156Q108
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Vincent K. McMahon Management For For
1.2 Elect Director Stephanie McMahon Levesque Management For For
1.3 Elect Director Paul "Triple H" Levesque Management For For
1.4 Elect Director Stuart U. Goldfarb Management For For
1.5 Elect Director Laureen Ong Management For For
1.6 Elect Director Robyn W. Peterson Management For For
1.7 Elect Director Frank A. Riddick, III Management For For
1.8 Elect Director Man Jit Singh Management For For
1.9 Elect Director Jeffrey R. Speed Management For For
1.10 Elect Director Alan M. Wexler 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

VOTE SUMMARY REPORT
SELECT CONSUMER FINANCE PORTFOLIO
07/01/2020 - 06/30/2021

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.

 
AGNC INVESTMENT CORP.
MEETING DATE:  APR 22, 2021
TICKER:  AGNC       SECURITY ID:  00123Q104
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Donna J. Blank Management For For
1b Elect Director Morris A. Davis Management For For
1c Elect Director John D. Fisk Management For For
1d Elect Director Prue B. Larocca Management For For
1e Elect Director Paul E. Mullings Management For For
1f Elect Director Frances R. Spark Management For For
1g Elect Director Gary D. Kain 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
 
ALLY FINANCIAL INC.
MEETING DATE:  MAY 04, 2021
TICKER:  ALLY       SECURITY ID:  02005N100
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Franklin W. Hobbs Management For For
1b Elect Director Kenneth J. Bacon Management For For
1c Elect Director Katryn (Trynka) Shineman Blake Management For For
1d Elect Director Maureen A. Breakiron-Evans Management For For
1e Elect Director William H. Cary Management For For
1f Elect Director Mayree C. Clark Management For For
1g Elect Director Kim S. Fennebresque Management For For
1h Elect Director Marjorie Magner Management For For
1i Elect Director Brian H. Sharples Management For For
1j Elect Director John J. Stack Management For For
1k Elect Director Michael F. Steib Management For For
1l Elect Director Jeffrey J. Brown 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 Amend Non-Employee Director Omnibus Stock Plan Management For For
6 Amend Qualified Employee Stock Purchase Plan Management For For
7 Ratify Deloitte & Touche LLP as Auditors Management For For
 
AMERICAN EXPRESS COMPANY
MEETING DATE:  MAY 04, 2021
TICKER:  AXP       SECURITY ID:  025816109
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Thomas J. Baltimore Management For For
1b Elect Director Charlene Barshefsky Management For For
1c Elect Director John J. Brennan Management For For
1d Elect Director Peter Chernin Management For For
1e Elect Director Ralph de la Vega Management For For
1f Elect Director Michael O. Leavitt Management For For
1g Elect Director Theodore J. Leonsis Management For For
1h Elect Director Karen L. Parkhill Management For For
1i Elect Director Charles E. Phillips Management For For
1j Elect Director Lynn A. Pike Management For For
1k Elect Director Stephen J. Squeri Management For For
1l Elect Director Daniel L. Vasella Management For For
1m Elect Director Lisa W. Wardell Management For For
1n Elect Director Ronald A. Williams Management For For
1o Elect Director Christopher D. 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 Provide Right to Act by Written Consent Shareholder Against Against
5 Publish Annually a Report Assessing Diversity, Equity, and Inclusion Efforts Shareholder Against For
 
ANNALY CAPITAL MANAGEMENT, INC.
MEETING DATE:  MAY 19, 2021
TICKER:  NLY       SECURITY ID:  035710409
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Francine J. Bovich Management For For
1b Elect Director Wellington J. Denahan Management For For
1c Elect Director Katie Beirne Fallon Management For For
1d Elect Director David L. Finkelstein Management For For
1e Elect Director Thomas Hamilton Management For For
1f Elect Director Kathy Hopinkah Hannan Management For For
1g Elect Director Michael Haylon Management For For
1h Elect Director Eric A. Reeves Management For For
1i Elect Director John H. Schaefer Management For For
1j Elect Director Glenn A. Votek Management For For
1k Elect Director Vicki Williams 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
 
ASSURANT, INC.
MEETING DATE:  MAY 13, 2021
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 J. Braxton Carter Management For For
1d Elect Director Juan N. Cento Management For For
1e Elect Director Alan B. Colberg Management For For
1f Elect Director Harriet Edelman Management For For
1g Elect Director Lawrence V. Jackson Management For For
1h Elect Director Jean-Paul L. Montupet Management For For
1i Elect Director Debra J. Perry Management For For
1j Elect Director Ognjen (Ogi) Redzic Management For For
1k Elect Director Paul J. Reilly Management For For
1l 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 Amend Omnibus Stock Plan Management For For
 
BLACK KNIGHT, INC.
MEETING DATE:  JUN 16, 2021
TICKER:  BKI       SECURITY ID:  09215C105
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director William P. Foley, II Management For For
1.2 Elect Director Anthony M. Jabbour Management For For
1.3 Elect Director Catherine (Katie) L. Burke Management For For
1.4 Elect Director Thomas M. Hagerty Management For For
1.5 Elect Director Joseph M. Otting Management For For
1.6 Elect Director John D. Rood Management For For
1.7 Elect Director Nancy L. Shanik Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Ratify KPMG LLP as Auditors Management For For
 
CAPITAL ONE FINANCIAL CORPORATION
MEETING DATE:  MAY 06, 2021
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 Ann Fritz Hackett Management For For
1d Elect Director Peter Thomas Killalea Management For For
1e Elect Director Cornelis "Eli" Leenaars Management For For
1f Elect Director Francois Locoh-Donou Management For For
1g Elect Director Peter E. Raskind Management For For
1h Elect Director Eileen Serra Management For For
1i Elect Director Mayo A. Shattuck, III Management For For
1j Elect Director Bradford H. Warner Management For For
1k Elect Director Catherine G. West Management For For
1l Elect Director Craig Anthony Williams 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
 
CREDIT ACCEPTANCE CORPORATION
MEETING DATE:  JUL 15, 2020
TICKER:  CACC       SECURITY ID:  225310101
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Glenda J. Flanagan Management For For
1.2 Elect Director Brett A. Roberts Management For For
1.3 Elect Director Thomas N. Tryforos Management For For
1.4 Elect Director Scott J. Vassalluzzo Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Ratify Grant Thornton LLP as Auditors Management For For
 
DISCOVER FINANCIAL SERVICES
MEETING DATE:  MAY 05, 2021
TICKER:  DFS       SECURITY ID:  254709108
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Jeffrey S. Aronin Management For For
1.2 Elect Director Mary K. Bush Management For For
1.3 Elect Director Gregory C. Case Management For For
1.4 Elect Director Candace H. Duncan Management For For
1.5 Elect Director Joseph F. Eazor Management For For
1.6 Elect Director Cynthia A. Glassman Management For For
1.7 Elect Director Roger C. Hochschild Management For For
1.8 Elect Director Thomas G. Maheras Management For For
1.9 Elect Director Michael H. Moskow Management For For
1.10 Elect Director David L. Rawlinson, II Management For For
1.11 Elect Director Mark A. Thierer Management For For
1.12 Elect Director Jennifer L. Wong 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
 
EQUIFAX INC.
MEETING DATE:  MAY 06, 2021
TICKER:  EFX       SECURITY ID:  294429105
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Mark W. Begor Management For For
1b Elect Director Mark L. Feidler Management For For
1c Elect Director G. Thomas Hough Management For For
1d Elect Director Robert D. Marcus Management For For
1e Elect Director Scott A. McGregor Management For For
1f Elect Director John A. McKinley Management For For
1g Elect Director Robert W. Selander Management For For
1h Elect Director Melissa D. Smith Management For For
1i Elect Director Audrey Boone Tillman Management For For
1j Elect Director Heather H. Wilson 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
 
ESSENT GROUP LTD.
MEETING DATE:  MAY 05, 2021
TICKER:  ESNT       SECURITY ID:  G3198U102
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Jane P. Chwick Management For For
1.2 Elect Director Aditya Dutt Management For For
1.3 Elect Director Roy J. Kasmar 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 Against
 
FIDELITY NATIONAL INFORMATION SERVICES, INC.
MEETING DATE:  MAY 19, 2021
TICKER:  FIS       SECURITY ID:  31620M106
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Ellen R. Alemany Management For For
1b Elect Director Jeffrey A. Goldstein Management For For
1c Elect Director Lisa A. Hook Management For For
1d Elect Director Keith W. Hughes Management For For
1e Elect Director Gary L. Lauer Management For For
1f Elect Director Gary A. Norcross Management For For
1g Elect Director Louise M. Parent Management For For
1h Elect Director Brian T. Shea Management For For
1i Elect Director James B. Stallings, Jr. Management For For
1j Elect Director Jeffrey E. Stiefler Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Ratify KPMG LLP as Auditors Management For For
 
FIRSTCASH, INC.
MEETING DATE:  JUN 03, 2021
TICKER:  FCFS       SECURITY ID:  33767D105
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Rick L. Wessel Management For For
1b Elect Director James H. Graves 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
 
GLOBAL PAYMENTS INC.
MEETING DATE:  APR 29, 2021
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 Kriss Cloninger, III Management For For
1e Elect Director William I Jacobs Management For For
1f Elect Director Joia M. Johnson Management For For
1g Elect Director Ruth Ann Marshall Management For For
1h Elect Director Connie D. McDaniel Management For For
1i Elect Director William B. Plummer Management For For
1j Elect Director Jeffrey S. Sloan Management For For
1k Elect Director John T. Turner Management For For
1l Elect Director M. Troy Woods 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 Provide Right to Act by Written Consent Shareholder Against Against
 
HUNTINGTON BANCSHARES INCORPORATED
MEETING DATE:  MAR 25, 2021
TICKER:  HBAN       SECURITY ID:  446150104
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 Adjourn Meeting Management For For
 
HUNTINGTON BANCSHARES INCORPORATED
MEETING DATE:  APR 21, 2021
TICKER:  HBAN       SECURITY ID:  446150104
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Lizabeth Ardisana Management For For
1.2 Elect Director Alanna Y. Cotton Management For For
1.3 Elect Director Ann B. (Tanny) Crane Management For For
1.4 Elect Director Robert S. Cubbin Management For For
1.5 Elect Director Steven G. Elliott Management For For
1.6 Elect Director Gina D. France Management For For
1.7 Elect Director J. Michael Hochschwender Management For For
1.8 Elect Director John C. (Chris) Inglis Management For For
1.9 Elect Director Katherine M. A. (Allie) Kline Management For For
1.10 Elect Director Richard W. Neu Management For For
1.11 Elect Director Kenneth J. Phelan Management For For
1.12 Elect Director David L. Porteous Management For For
1.13 Elect Director Stephen D. Steinour Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Ratify PricewaterhouseCoopers LLP as Auditor Management For For
4 Amend Omnibus Stock Plan Management For For
 
JACK HENRY & ASSOCIATES, INC.
MEETING DATE:  NOV 17, 2020
TICKER:  JKHY       SECURITY ID:  426281101
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Matthew C. Flanigan Management For For
1.2 Elect Director John F. Prim Management For For
1.3 Elect Director Thomas H. Wilson, Jr. Management For For
1.4 Elect Director Jacque R. Fiegel Management For For
1.5 Elect Director Thomas A. Wimsett Management For For
1.6 Elect Director Laura G. Kelly Management For For
1.7 Elect Director Shruti S. Miyashiro Management For For
1.8 Elect Director Wesley A. Brown Management For For
1.9 Elect Director David B. Foss Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Eliminate Supermajority Vote Requirement for Acquisition Transactions Management For For
4 Ratify PricewaterhouseCoopers, LLP as Auditors Management For For
 
MASTERCARD INCORPORATED
MEETING DATE:  JUN 22, 2021
TICKER:  MA       SECURITY ID:  57636Q104
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Ajay Banga Management For For
1b Elect Director Merit E. Janow Management For For
1c Elect Director Richard K. Davis Management For For
1d Elect Director Steven J. Freiberg Management For For
1e Elect Director Julius Genachowski Management For For
1f Elect Director Choon Phong Goh Management For For
1g Elect Director Oki Matsumoto Management For For
1h Elect Director Michael Miebach Management For For
1i Elect Director Youngme Moon Management For For
1j Elect Director Rima Qureshi Management For For
1k Elect Director Jose Octavio Reyes Lagunes Management For For
1l Elect Director Gabrielle Sulzberger Management For For
1m Elect Director Jackson Tai Management For For
1n Elect Director Lance Uggla 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 Omnibus Stock Plan Management For For
5 Amend Non-Employee Director Omnibus Stock Plan Management For For
6 Eliminate Supermajority Vote Requirement Management For For
 
MERCADOLIBRE, INC.
MEETING DATE:  JUN 08, 2021
TICKER:  MELI       SECURITY ID:  58733R102
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Nicolas Galperin Management For For
1.2 Elect Director Henrique Dubugras Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Ratify Deloitte & Co. S.A as Auditors Management For For
 
META FINANCIAL GROUP, INC.
MEETING DATE:  FEB 23, 2021
TICKER:  CASH       SECURITY ID:  59100U108
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Frederick V. Moore Management For For
1.2 Elect Director Becky S. Shulman Management For For
1.3 Elect Director Lizabeth H. Zlatkus Management For For
1.4 Elect Director Ronald D. McCray Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Ratify Crowe LLP as Auditors Management For For
 
MFA FINANCIAL, INC.
MEETING DATE:  JUN 02, 2021
TICKER:  MFA       SECURITY ID:  55272X102
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Robin Josephs Management For For
1b Elect Director Craig L. Knutson Management For For
2 Ratify KPMG LLP as Auditors Management For For
3 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
 
MGIC INVESTMENT CORPORATION
MEETING DATE:  APR 29, 2021
TICKER:  MTG       SECURITY ID:  552848103
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Analisa M. Allen Management For For
1.2 Elect Director Daniel A. Arrigoni Management For For
1.3 Elect Director C. Edward Chaplin Management For For
1.4 Elect Director Curt S. Culver Management For For
1.5 Elect Director Jay C. Hartzell Management For For
1.6 Elect Director Timothy A. Holt Management For For
1.7 Elect Director Jodeen A. Kozlak Management For For
1.8 Elect Director Michael E. Lehman Management For For
1.9 Elect Director Melissa B. Lora Management For For
1.10 Elect Director Timothy J. Mattke Management For For
1.11 Elect Director Gary A. Poliner Management For For
1.12 Elect Director Sheryl L. Sculley Management For For
1.13 Elect Director Mark M. Zandi Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Ratify PricewaterhouseCoopers LLP as Auditors Management For For
 
MR. COOPER GROUP INC.
MEETING DATE:  MAY 13, 2021
TICKER:  COOP       SECURITY ID:  62482R107
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Jay Bray Management For For
1b Elect Director Busy Burr Management For For
1c Elect Director Robert Gidel Management For For
1d Elect Director Roy Guthrie Management For For
1e Elect Director Christopher Harrington Management For For
1f Elect Director Michael Malone Management For For
1g Elect Director Shveta Mujumdar Management For For
1h Elect Director Tagar Olson Management For For
1i Elect Director Steven Scheiwe Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For Against
3 Ratify Ernst & Young LLP as Auditors Management For For
 
NAVIENT CORPORATION
MEETING DATE:  MAY 20, 2021
TICKER:  NAVI       SECURITY ID:  63938C108
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Frederick Arnold Management For For
1b Elect Director Anna Escobedo Cabral Management For For
1c Elect Director Larry A. Klane Management For For
1d Elect Director Katherine A. Lehman Management For For
1e Elect Director Linda A. Mills Management For For
1f Elect Director John (Jack) F. Remondi Management For For
1g Elect Director Jane J. Thompson Management For For
1h Elect Director Laura S. Unger Management For For
1i Elect Director David L. Yowan Management For For
2 Ratify KPMG LLP as Auditors Management For For
3 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
 
NEW RESIDENTIAL INVESTMENT CORP.
MEETING DATE:  MAY 27, 2021
TICKER:  NRZ       SECURITY ID:  64828T201
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Kevin J. Finnerty Management For Withhold
1.2 Elect Director Michael Nierenberg Management For For
2 Ratify Ernst & Young LLP as Auditors Management For For
 
NEW YORK COMMUNITY BANCORP, INC.
MEETING DATE:  MAY 26, 2021
TICKER:  NYCB       SECURITY ID:  649445103
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Thomas R. Cangemi Management For For
1b Elect Director Hanif "Wally" Dahya Management For Against
1c Elect Director James J. O'Donovan Management For Against
2 Ratify KPMG 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 Provide Right to Act by Written Consent Shareholder Against Against
 
NMI HOLDINGS, INC.
MEETING DATE:  MAY 13, 2021
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 Claudia J. Merkle 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
 
NUVEI CORPORATION
MEETING DATE:  MAY 28, 2021
TICKER:  NVEI       SECURITY ID:  67079A102
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Philip Fayer Management For For
1.2 Elect Director Michael Hanley Management For For
1.3 Elect Director David Lewin Management For For
1.4 Elect Director Daniela Mielke Management For For
1.5 Elect Director Pascal Tremblay Management For For
2 Approve PricewaterhouseCoopers LLP as Auditors and Authorize Board to Fix Their Remuneration Management For For
 
ONEMAIN HOLDINGS, INC.
MEETING DATE:  MAY 25, 2021
TICKER:  OMF       SECURITY ID:  68268W103
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Lisa Green Hall Management For For
1.2 Elect Director Matthew R. Michelini Management For For
1.3 Elect Director Douglas H. Shulman Management For For
2 Approve Qualified Employee Stock Purchase Plan Management For For
3 Ratify PricewaterhouseCoopers LLP as Auditors Management For For
 
PAYA HOLDINGS INC.
MEETING DATE:  MAY 26, 2021
TICKER:  PAYA       SECURITY ID:  70434P103
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Oni Chukwu Management For For
1.2 Elect Director Anna May Trala Management For For
1.3 Elect Director Stuart Yarbrough Management For For
2 Ratify Ernst & Young LLP as Auditors Management For For
 
PAYPAL HOLDINGS, INC.
MEETING DATE:  MAY 26, 2021
TICKER:  PYPL       SECURITY ID:  70450Y103
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Rodney C. Adkins Management For For
1b Elect Director Jonathan Christodoro Management For For
1c Elect Director John J. Donahoe Management For For
1d Elect Director David W. Dorman Management For For
1e Elect Director Belinda J. Johnson Management For For
1f Elect Director Gail J. McGovern Management For For
1g Elect Director Deborah M. Messemer Management For For
1h Elect Director David M. Moffett Management For For
1i Elect Director Ann M. Sarnoff Management For For
1j Elect Director Daniel H. Schulman Management For For
1k Elect Director Frank D. Yeary 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 Act by Written Consent Shareholder Against Against
5 Report on Whether Written Policies or Unwritten Norms Reinforce Racism in Company Culture Shareholder Against Against
 
PENNYMAC FINANCIAL SERVICES, INC.
MEETING DATE:  JUN 03, 2021
TICKER:  PFSI       SECURITY ID:  70932M107
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director David A. Spector Management For For
1b Elect Director James K. Hunt Management For For
1c Elect Director Jonathon S. Jacobson Management For For
1d Elect Director Patrick Kinsella Management For For
1e Elect Director Anne D. McCallion Management For For
1f Elect Director Joseph Mazzella Management For For
1g Elect Director Farhad Nanji Management For For
1h Elect Director Jeffrey A. Perlowitz Management For For
1i Elect Director Lisa M. Shalett Management For For
1j Elect Director Theodore W. Tozer Management For For
1k Elect Director Emily Youssouf 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
 
REDWOOD TRUST, INC.
MEETING DATE:  MAY 20, 2021
TICKER:  RWT       SECURITY ID:  758075402
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Richard D. Baum Management For For
1.2 Elect Director Greg H. Kubicek Management For For
1.3 Elect Director Christopher J. Abate Management For For
1.4 Elect Director Armando Falcon Management For For
1.5 Elect Director Douglas B. Hansen Management For For
1.6 Elect Director Debora D. Horvath Management For For
1.7 Elect Director George W. Madison Management For For
1.8 Elect Director Jeffrey T. Pero Management For For
1.9 Elect Director Georganne C. Proctor Management For For
1.10 Elect Director Faith A. Schwartz 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 Amend Qualified Employee Stock Purchase Plan Management For For
 
REPAY HOLDINGS CORPORATION
MEETING DATE:  AUG 05, 2020
TICKER:  RPAY       SECURITY ID:  76029L100
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Shaler Alias Management For For
1.2 Elect Director Richard E. Thornburgh Management For For
1.3 Elect Director Paul R. Garcia Management For For
2 Ratify Grant Thornton, LLP as Auditors Management For For
 
SANTANDER CONSUMER USA HOLDINGS INC.
MEETING DATE:  JUN 03, 2021
TICKER:  SC       SECURITY ID:  80283M101
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Mahesh Aditya Management For For
1.2 Elect Director Homaira Akbari Management For For
1.3 Elect Director Juan Carlos Alvarez de Soto Management For For
1.4 Elect Director Leonard Coleman, Jr. Management For For
1.5 Elect Director Stephen A. Ferriss Management For For
1.6 Elect Director Victor Hill Management For For
1.7 Elect Director Edith E. Holiday Management For For
1.8 Elect Director Javier Maldonado Management For For
1.9 Elect Director Robert J. McCarthy Management For For
1.10 Elect Director William F. Muir Management For For
1.11 Elect Director William Rainer 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 Three Years One Year
 
SIGNATURE BANK
MEETING DATE:  APR 22, 2021
TICKER:  SBNY       SECURITY ID:  82669G104
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Kathryn A. Byrne Management For For
1.2 Elect Director Maggie Timoney Management For For
1.3 Elect Director George Tsunis 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 Authorize Share Repurchase Program Management For For
5 Increase Authorized Common Stock Management For For
6 Amend Omnibus Stock Plan Management For For
 
SLM CORPORATION
MEETING DATE:  JUN 08, 2021
TICKER:  SLM       SECURITY ID:  78442P106
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Paul G. Child Management For For
1b Elect Director Mary Carter Warren Franke Management For For
1c Elect Director Marianne M. Keler Management For For
1d Elect Director Mark L. Lavelle Management For For
1e Elect Director Ted Manvitz Management For For
1f Elect Director Jim Matheson Management For For
1g Elect Director Frank C. Puleo Management For For
1h Elect Director Vivian C. Schneck-Last Management For For
1i Elect Director William N. Shiebler Management For For
1j Elect Director Robert S. Strong Management For For
1k Elect Director Jonathan W. Witter Management For For
1l Elect Director Kirsten O. Wolberg Management For For
2 Approve Omnibus Stock Plan Management For For
3 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
4 Ratify KPMG LLP as Auditors Management For For
 
SYNCHRONY FINANCIAL
MEETING DATE:  MAY 20, 2021
TICKER:  SYF       SECURITY ID:  87165B103
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Margaret M. Keane Management For For
1b Elect Director Fernando Aguirre Management For For
1c Elect Director Paget L. Alves Management For For
1d Elect Director Arthur W. Coviello, Jr. Management For For
1e Elect Director Brian D. Doubles Management For For
1f Elect Director William W. Graylin Management For For
1g Elect Director Roy A. Guthrie Management For For
1h Elect Director Jeffrey G. Naylor Management For For
1i Elect Director P.W. "Bill" Parker Management For For
1j Elect Director Laurel J. Richie Management For For
1k Elect Director Olympia J. Snowe Management For For
1l 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 KPMG LLP as Auditors Management For For
 
TFS FINANCIAL CORPORATION
MEETING DATE:  FEB 25, 2021
TICKER:  TFSL       SECURITY ID:  87240R107
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Barbara J. Anderson Management For For
1b Elect Director Anthony J. Asher Management For Against
1c Elect Director Ben S. Stefanski, III Management For Against
1d Elect Director Meredith S. Weil Management For Against
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For Against
3 Ratify Deloitte & Touche LLP as Auditors Management For For
 
VISA INC.
MEETING DATE:  JAN 26, 2021
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 Mary B. Cranston 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 John F. Lundgren Management For For
1g Elect Director Robert W. Matschullat Management For For
1h Elect Director Denise M. Morrison Management For For
1i Elect Director Suzanne Nora Johnson Management For For
1j Elect Director Linda J. Rendle Management For For
1k Elect Director John A. C. Swainson Management For For
1l Elect Director Maynard G. Webb, Jr. 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
5 Provide Holders of At Least 15% Class A Common Stock Right to Call Special Meeting Management For For
6 Provide Right to Act by Written Consent Shareholder Against Against
7 Amend Principles of Executive Compensation Program Shareholder Against Against
 
WASHINGTON FEDERAL, INC.
MEETING DATE:  JAN 26, 2021
TICKER:  WAFD       SECURITY ID:  938824109
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Mark N. Tabbutt Management For For
1.2 Elect Director Brent J. Beardall Management For For
1.3 Elect Director S. Steven Singh 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
 
WELLS FARGO & COMPANY
MEETING DATE:  APR 27, 2021
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 Wayne M. Hewett Management For For
1f Elect Director Maria R. Morris Management For For
1g Elect Director Charles H. Noski Management For For
1h Elect Director Richard B. Payne, Jr. Management For For
1i Elect Director Juan A. Pujadas Management For For
1j Elect Director Ronald L. Sargent Management For For
1k Elect Director Charles W. Scharf Management For For
1l Elect Director Suzanne M. Vautrinot 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 Proxy Access Right Shareholder Against Against
5 Amend Certificate of Incorporation to Become a Delaware Public Benefit Corporation Shareholder Against Against
6 Report on Incentive-Based Compensation and Risks of Material Losses Shareholder Against Against
7 Report on Racial Equity Audit Shareholder Against Against
 
WORLDLINE SA
MEETING DATE:  MAY 20, 2021
TICKER:  WLN       SECURITY ID:  F9867T103
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 Treatment of Losses Management For For
4 Approve Transaction with SIX Group AG Re: Second Settlement Agreement and Lock-up Agreement Management For For
5 Approve Transaction with Deutscher Sparkassen Verlag GmbH Re: Amendment to the Business Combination Agreement Management For For
6 Reelect Agnes Audier as Director Management For For
7 Reelect Nazan Somer Ozelgin as Director Management For For
8 Reelect Danielle Lagarde as Director Management For For
9 Reelect Lorenz von Habsburg Lothringen as Director Management For For
10 Reelect Daniel Schmucki as Director Management For For
11 Renew Appointment of Johannes Dijsselhof as Censor Management For Against
12 Approve Compensation Report of Corporate Officers Management For For
13 Approve Compensation of Gilles Grapinet, Chairman and CEO Management For For
14 Approve Compensation of Marc-Henri Desportes, Vice-CEO Management For For
15 Approve Remuneration Policy of Chairman and CEO Management For For
16 Approve Remuneration Policy of Vice-CEO Management For For
17 Approve Remuneration Policy of Chairman of the Board Management For For
18 Approve Remuneration Policy of Non-Executive Directors Management For For
19 Authorize Repurchase of Up to 10 Percent of Issued Share Capital Management For For
20 Authorize Issuance of Equity or Equity-Linked Securities with Preemptive Rights Up to 50 Percent of Issued Capital Management For For
21 Authorize Issuance of Equity or Equity-Linked Securities without Preemptive Rights Up to 10 Percent of Issued Capital Management For For
22 Approve Issuance of Equity or Equity-Linked Securities for Up to 10 Percent of Issued Capital Per Year for Private Placements Management For For
23 Authorize Board to Increase Capital in the Event of Additional Demand Related to Delegation Submitted to Shareholder Vote Under Items 20-22 Management For For
24 Authorize Capital Increase of up to 10 Percent of Issued Capital for Contributions in Kind Management For For
25 Approve Issuance of Equity or Equity-Linked Securities Reserved for Specific Beneficiaries, up to Aggregate Nominal Amount of EUR 1.5 Million Management For For
26 Authorize Capital Issuances for Use in Employee Stock Purchase Plans Management For For
27 Authorize Capital Issuances for Use in Employee Stock Purchase Plans Reserved for Employees and Corporate Officers of International Subsidiaries Management For For
28 Authorize up to 1.40 Percent of Issued Capital for Use in Stock Option Plans Management For For
29 Authorize up to 0.50 Percent of Issued Capital for Use in Restricted Stock Plans Management For For
30 Approve Acquisition of Worldline France SAS, its Valuation and Remuneration Management For For
31 Authorize Filing of Required Documents/Other Formalities Management For For
 
WSFS FINANCIAL CORPORATION
MEETING DATE:  MAY 06, 2021
TICKER:  WSFS       SECURITY ID:  929328102
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Anat Bird Management For For
1.2 Elect Director Jennifer W. Davis Management For For
1.3 Elect Director Michael J. Donahue Management For For
1.4 Elect Director Nancy J. Foster 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 KPMG LLP as Auditors Management For For
 
WSFS FINANCIAL CORPORATION
MEETING DATE:  JUN 10, 2021
TICKER:  WSFS       SECURITY ID:  929328102
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1 Approve Merger and Issuance of Shares in Connection with Merger Management For For
2 Adjourn Meeting Management For For

VOTE SUMMARY REPORT
SELECT CONSUMER STAPLES PORTFOLIO
07/01/2020 - 06/30/2021

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.

 
ALTRIA GROUP, INC.
MEETING DATE:  MAY 20, 2021
TICKER:  MO       SECURITY ID:  02209S103
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director John T. Casteen, III Management For For
1b Elect Director Dinyar S. Devitre Management For For
1c Elect Director William F. Gifford, Jr. Management For For
1d Elect Director Debra J. Kelly-Ennis Management For For
1e Elect Director W. Leo Kiely, III Management For For
1f Elect Director Kathryn B. McQuade Management For For
1g Elect Director George Munoz Management For For
1h Elect Director Mark E. Newman Management For For
1i Elect Director Nabil Y. Sakkab Management For For
1j Elect Director Virginia E. Shanks Management For For
1k Elect Director Ellen R. Strahlman Management For For
2 Ratify PricewaterhouseCoopers LLP as Auditor Management For For
3 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
4 Report on Underage Tobacco Prevention Policies and Marketing Practices Shareholder Against Against
5 Report on Lobbying Payments and Policy Shareholder Against Against
 
ARCHER-DANIELS-MIDLAND COMPANY
MEETING DATE:  MAY 06, 2021
TICKER:  ADM       SECURITY ID:  039483102
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Michael S. Burke Management For For
1b Elect Director Theodore Colbert Management For For
1c Elect Director Terrell K. Crews Management For For
1d Elect Director Pierre Dufour Management For For
1e Elect Director Donald E. Felsinger Management For For
1f Elect Director Suzan F. Harrison Management For For
1g Elect Director Juan R. Luciano Management For For
1h Elect Director Patrick J. Moore Management For For
1i Elect Director Francisco J. Sanchez Management For For
1j Elect Director Debra A. Sandler Management For For
1k Elect Director Lei Z. Schlitz Management For For
1l Elect Director Kelvin R. Westbrook 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 Proxy Access Right Shareholder Against Against
 
BJ'S WHOLESALE CLUB HOLDINGS, INC.
MEETING DATE:  JUN 17, 2021
TICKER:  BJ       SECURITY ID:  05550J101
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Christopher J. Baldwin Management For For
1.2 Elect Director Ken Parent Management For For
1.3 Elect Director Robert Steele Management For For
2 Ratify PricewaterhouseCoopers LLP as Auditors Management For For
3 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
 
BUNGE LIMITED
MEETING DATE:  MAY 05, 2021
TICKER:  BG       SECURITY ID:  G16962105
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Sheila Bair Management For For
1b Elect Director Carol M. Browner Management For For
1c Elect Director Paul Fribourg Management For For
1d Elect Director J. Erik Fyrwald Management For For
1e Elect Director Gregory A. Heckman Management For For
1f Elect Director Bernardo Hees Management For For
1g Elect Director Kathleen Hyle Management For For
1h Elect Director Henry W. (Jay) Winship Management For For
1i Elect Director Mark N. Zenuk 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 Amend Non-Employee Director Omnibus Stock Plan Management For For
5 Report on the Soy Supply Chain Shareholder For For
6 Adopt Simple Majority Vote Shareholder Against For
 
CAMPBELL SOUP COMPANY
MEETING DATE:  NOV 18, 2020
TICKER:  CPB       SECURITY ID:  134429109
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Fabiola R. Arredondo Management For For
1.2 Elect Director Howard M. Averill Management For For
1.3 Elect Director John P. (JP) Bilbrey Management For For
1.4 Elect Director Mark A. Clouse Management For For
1.5 Elect Director Bennett Dorrance Management For For
1.6 Elect Director Maria Teresa (Tessa) Hilado Management For For
1.7 Elect Director Sarah Hofstetter Management For For
1.8 Elect Director Marc B. Lautenbach Management For For
1.9 Elect Director Mary Alice Dorrance Malone Management For For
1.10 Elect Director Keith R. McLoughlin Management For For
1.11 Elect Director Kurt T. Schmidt Management For For
1.12 Elect Director Archbold D. van Beuren Management For For
2 Ratify PricewaterhouseCoopers LLP as Auditors Management For For
3 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
 
COCA-COLA CONSOLIDATED, INC.
MEETING DATE:  MAY 11, 2021
TICKER:  COKE       SECURITY ID:  191098102
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director J. Frank Harrison, III Management For For
1.2 Elect Director Sharon A. Decker Management For For
1.3 Elect Director Morgan H. Everett Management For For
1.4 Elect Director James R. Helvey, III Management For For
1.5 Elect Director William H. Jones Management For For
1.6 Elect Director Umesh M. Kasbekar Management For For
1.7 Elect Director David M. Katz Management For For
1.8 Elect Director Jennifer K. Mann Management For For
1.9 Elect Director James H. Morgan Management For For
1.10 Elect Director John W. Murrey, III Management For For
1.11 Elect Director Sue Anne H. Wells Management For For
1.12 Elect Director Dennis A. Wicker Management For For
1.13 Elect Director Richard T. Williams Management For For
2 Ratify PricewaterhouseCoopers LLP as Auditors Management For For
3 Approve Recapitalization Plan for all Stock to Have One-vote per Share Shareholder Against For
 
COMPASS GROUP PLC
MEETING DATE:  FEB 04, 2021
TICKER:  CPG       SECURITY ID:  G23296208
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 Elect Ian Meakins as Director Management For For
5 Re-elect Dominic Blakemore as Director Management For For
6 Re-elect Gary Green as Director Management For For
7 Re-elect Karen Witts as Director Management For For
8 Re-elect Carol Arrowsmith as Director Management For For
9 Re-elect John Bason as Director Management For For
10 Re-elect Stefan Bomhard as Director Management For For
11 Re-elect John Bryant as Director Management For For
12 Re-elect Anne-Francoise Nesmes as Director Management For For
13 Re-elect Nelson Silva as Director Management For For
14 Re-elect Ireena Vittal as Director Management For For
15 Reappoint KPMG LLP as Auditors Management For For
16 Authorise the Audit Committee to Fix Remuneration of Auditors Management For For
17 Authorise EU Political Donations and Expenditure 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
22 Adopt New Articles of Association Management For For
23 Authorise the Company to Call General Meeting with 14 Working Days' Notice Management For For
 
CONAGRA BRANDS, INC.
MEETING DATE:  SEP 23, 2020
TICKER:  CAG       SECURITY ID:  205887102
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Anil Arora Management For For
1b Elect Director Thomas "Tony" K. Brown Management For For
1c Elect Director Sean M. Connolly Management For For
1d Elect Director Joie A. Gregor Management For For
1e Elect Director Rajive Johri Management For For
1f Elect Director Richard H. Lenny Management For For
1g Elect Director Melissa Lora Management For For
1h Elect Director Ruth Ann Marshall Management For For
1i Elect Director Craig P. Omtvedt Management For For
1j Elect Director Scott Ostfeld Management For For
2 Ratify KPMG LLP as Auditors Management For For
3 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
 
CONSTELLATION BRANDS, INC.
MEETING DATE:  JUL 21, 2020
TICKER:  STZ       SECURITY ID:  21036P108
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Christy Clark Management For For
1.2 Elect Director Jennifer M. Daniels Management For For
1.3 Elect Director Jerry Fowden Management For For
1.4 Elect Director Ernesto M. Hernandez Management For For
1.5 Elect Director Susan Somersille Johnson Management For For
1.6 Elect Director James A. Locke, III Management For For
1.7 Elect Director Jose Manuel Madero Garza Management For For
1.8 Elect Director Daniel J. McCarthy Management For For
1.9 Elect Director William A. Newlands Management For For
1.10 Elect Director Richard Sands Management For For
1.11 Elect Director Robert Sands Management For For
1.12 Elect Director Judy A. Schmeling Management For For
2 Ratify KPMG LLP as Auditor Management For For
3 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
 
COSTCO WHOLESALE CORPORATION
MEETING DATE:  JAN 21, 2021
TICKER:  COST       SECURITY ID:  22160K105
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Susan L. Decker Management For For
1.2 Elect Director Kenneth D. Denman Management For For
1.3 Elect Director Richard A. Galanti Management For For
1.4 Elect Director W. Craig Jelinek Management For For
1.5 Elect Director Sally Jewell Management For For
1.6 Elect Director Charles T. Munger Management For For
1.7 Elect Director Jeffrey S. Raikes Management For For
2 Ratify KPMG LLP as Auditors Management For For
3 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
 
DARLING INGREDIENTS INC.
MEETING DATE:  MAY 11, 2021
TICKER:  DAR       SECURITY ID:  237266101
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Randall C. Stuewe Management For For
1b Elect Director Charles Adair Management For For
1c Elect Director Beth Albright Management For For
1d Elect Director Linda Goodspeed Management For For
1e Elect Director Dirk Kloosterboer Management For For
1f Elect Director Mary R. Korby Management For For
1g Elect Director Gary W. Mize Management For For
1h Elect Director Michael E. Rescoe Management For For
1i Elect Director Nicole M. Ringenberg Management For For
2 Ratify KPMG LLP as Auditors Management For For
3 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
 
DIAGEO PLC
MEETING DATE:  SEP 28, 2020
TICKER:  DGE       SECURITY ID:  G42089113
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 Elect Melissa Bethell as Director Management For For
6 Re-elect Javier Ferran as Director Management For For
7 Re-elect Susan Kilsby as Director Management For For
8 Re-elect Lady Mendelsohn as Director Management For For
9 Re-elect Ivan Menezes as Director Management For For
10 Re-elect Kathryn Mikells as Director Management For For
11 Re-elect Alan Stewart as Director Management For For
12 Reappoint PricewaterhouseCoopers LLP as Auditors Management For For
13 Authorise the Audit Committee to Fix Remuneration of Auditors Management For For
14 Authorise EU Political Donations and Expenditure Management For For
15 Authorise Issue of Equity Management For For
16 Amend Diageo 2001 Share Incentive Plan Management For For
17 Approve Diageo 2020 Sharesave Plan Management For For
18 Approve Diageo Deferred Bonus Share Plan Management For For
19 Authorise the Company to Establish International Share Plans Management For For
20 Authorise Issue of Equity without Pre-emptive Rights Management For For
21 Authorise Market Purchase of Ordinary Shares Management For For
22 Authorise the Company to Call General Meeting with Two Weeks' Notice Management For For
23 Adopt New Articles of Association Management For For
24 Authorise 2019 Share Buy-backs and Employee Benefit and Share Ownership Trust Transactions Management For For
 
EDGEWELL PERSONAL CARE COMPANY
MEETING DATE:  FEB 04, 2021
TICKER:  EPC       SECURITY ID:  28035Q102
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Robert W. Black Management For For
1b Elect Director George R. Corbin Management For For
1c Elect Director Daniel J. Heinrich Management For For
1d Elect Director Carla C. Hendra Management For For
1e Elect Director John C. Hunter, III Management For For
1f Elect Director James C. Johnson Management For For
1g Elect Director Rod R. Little Management For For
1h Elect Director Joseph D. O'Leary Management For For
1i Elect Director Rakesh Sachdev Management For For
1j Elect Director Swan Sit Management For For
1k Elect Director Gary K. Waring Management For For
2 Ratify PricewaterhouseCoopers LLP as Auditors Management For For
3 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
 
ENERGIZER HOLDINGS, INC.
MEETING DATE:  FEB 01, 2021
TICKER:  ENR       SECURITY ID:  29272W109
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Carlos Abrams-Rivera Management For For
1b Elect Director Bill G. Armstrong Management For For
1c Elect Director Cynthia J. Brinkley Management For For
1d Elect Director Rebecca Frankiewicz Management For For
1e Elect Director Alan R. Hoskins Management For For
1f Elect Director Kevin J. Hunt Management For For
1g Elect Director James C. Johnson Management For For
1h Elect Director Mark S. LaVigne Management For For
1i Elect Director Patrick J. Moore Management For For
1j Elect Director Nneka L. Rimmer Management For For
1k Elect Director Robert V. Vitale Management For For
2 Ratify PricewaterhouseCoopers LLP as Auditors Management For For
3 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
 
FARMER BROS. CO.
MEETING DATE:  DEC 09, 2020
TICKER:  FARM       SECURITY ID:  307675108
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Allison M. Boersma Management For For
1.2 Elect Director Alfred Poe 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
 
FRESHPET, INC.
MEETING DATE:  SEP 24, 2020
TICKER:  FRPT       SECURITY ID:  358039105
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Charles A. Norris Management For For
1.2 Elect Director Leta D. Priest Management For For
1.3 Elect Director Olu Beck Management For For
1.4 Elect Director William B. Cyr 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 Eliminate Supermajority Vote Requirement to Amend Certain Provisions of the Certificate of Incorporation Management For For
5 Amend Omnibus Stock Plan Management For For
 
GENERAL MILLS, INC.
MEETING DATE:  SEP 22, 2020
TICKER:  GIS       SECURITY ID:  370334104
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director R. Kerry Clark Management For For
1b Elect Director David M. Cordani Management For For
1c Elect Director Roger W. Ferguson, Jr. Management For For
1d Elect Director Jeffrey L. Harmening Management For For
1e Elect Director Maria G. Henry Management For For
1f Elect Director Jo Ann Jenkins Management For For
1g Elect Director Elizabeth C. Lempres Management For For
1h Elect Director Diane L. Neal Management For For
1i Elect Director Steve Odland Management For For
1j Elect Director Maria A. Sastre Management For For
1k Elect Director Eric D. Sprunk Management For For
1l Elect Director Jorge A. Uribe Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Ratify KPMG LLP as Auditors Management For For
 
GROCERY OUTLET HOLDING CORP.
MEETING DATE:  JUN 07, 2021
TICKER:  GO       SECURITY ID:  39874R101
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Mary Kay Haben Management For For
1.2 Elect Director Gail Moody-Byrd Management For For
1.3 Elect Director S. MacGregor Read, Jr. Management For For
1.4 Elect Director Jeffrey York Management For Withhold
2 Ratify Deloitte and Touche LLP as Auditors Management For For
3 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
 
GURU ORGANIC ENERGY CORP.
MEETING DATE:  MAR 17, 2021
TICKER:  GURU       SECURITY ID:  36260M100
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Joseph Zakher Management For For
1b Elect Director Carl Goyette Management For For
1c Elect Director Eric Graveline Management For For
1d Elect Director Philippe Meunier Management For For
1e Elect Director Alain Miquelon Management For For
1f Elect Director Suzanne Poirier Management For For
2 Approve KPMG LLP as Auditors and Authorize Board to Fix Their Remuneration Management For For
 
HERBALIFE NUTRITION LTD.
MEETING DATE:  APR 28, 2021
TICKER:  HLF       SECURITY ID:  G4412G101
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director John Agwunobi Management For For
1.2 Elect Director Richard H. Carmona Management For For
1.3 Elect Director Kevin M. Jones Management For For
1.4 Elect Director Sophie L'Helias Management For For
1.5 Elect Director Alan LeFevre Management For For
1.6 Elect Director Juan Miguel Mendoza Management For For
1.7 Elect Director Donal Mulligan Management For For
1.8 Elect Director Maria Otero Management For For
1.9 Elect Director John Tartol 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 as Auditors Management For For
 
JDE PEET'S BV
MEETING DATE:  NOV 18, 2020
TICKER:  JDEP       SECURITY ID:  N44664105
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1 Open Meeting Management None None
2 Elect Fabien Simon as Director Management For For
3 Amend Directors' Remuneration Policy Management For For
4 Elect Frank Engelen as Non-Executive Director Management For For
5 Close Meeting Management None None
 
JDE PEET'S NV
MEETING DATE:  JUN 17, 2021
TICKER:  JDEP       SECURITY ID:  N44664105
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1 Open Meeting Management None None
2.a Receive Board Report (Non-Voting) Management None None
2.b Approve Remuneration Report Management For Against
2.c Adopt Financial Statements Management For For
3.a Receive Explanation on Company's Reserves and Dividend Policy Management None None
3.b Approve Dividends of EUR 0.70 Per Share Management For For
4.a Approve Discharge of Executive Directors Management For For
4.b Approve Discharge of Non-Executive Directors Management For For
5 Ratify Deloitte Accountants B.V. as Auditors Management For For
6.a Authorize Repurchase of Up to 10 Percent of Issued Share Capital Management For For
6.b Grant Board Authority to Issue Shares Up To 10 Percent of Issued Capital and Exclude Pre-emptive Rights Management For For
6.c Grant Board Authority to Issue Shares Up To 40 Percent of Issued Capital in Connection with a Rights Issue Management For For
7 Other Business (Non-Voting) Management None None
8 Discuss Voting Results Management None None
9 Close Meeting Management None None
 
KEURIG DR PEPPER INC.
MEETING DATE:  JUN 18, 2021
TICKER:  KDP       SECURITY ID:  49271V100
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1A Elect Director Robert J. Gamgort Management For For
1B Elect Director Olivier Goudet Management For For
1C Elect Director Peter Harf Management For For
1D Elect Director Juliette Hickman Management For For
1E Elect Director Genevieve Hovde Management For For
1F Elect Director Paul S. Michaels Management For For
1G Elect Director Pamela H. Patsley Management For For
1H Elect Director Gerhard Pleuhs Management For For
1I Elect Director Lubomira Rochet Management For For
1J Elect Director Debra Sandler Management For For
1K Elect Director Robert Singer Management For For
1L Elect Director Justine Tan Management For For
1M Elect Director Nelson Urdaneta Management For For
1N Elect Director Larry D. Young 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
 
KIMBERLY-CLARK CORPORATION
MEETING DATE:  APR 29, 2021
TICKER:  KMB       SECURITY ID:  494368103
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director John W. Culver Management For For
1.2 Elect Director Robert W. Decherd Management For For
1.3 Elect Director Michael D. Hsu Management For For
1.4 Elect Director Mae C. Jemison Management For For
1.5 Elect Director S. Todd Maclin Management For For
1.6 Elect Director Sherilyn S. McCoy Management For For
1.7 Elect Director Christa S. Quarles Management For For
1.8 Elect Director Ian C. Read Management For For
1.9 Elect Director Dunia A. Shive Management For For
1.10 Elect Director Mark T. Smucker Management For For
1.11 Elect Director Michael D. 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 Approve Omnibus Stock Plan Management For For
5 Approve Non-Employee Director Omnibus Stock Plan Management For For
6 Reduce Ownership Threshold for Shareholders to Call Special Meeting Management For For
7 Provide Right to Act by Written Consent Shareholder Against Against
 
LAIRD SUPERFOOD, INC.
MEETING DATE:  MAY 07, 2021
TICKER:  LSF       SECURITY ID:  50736T102
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Geoffrey T. Barker Management For For
1b Elect Director Jim Buechler Management For For
1c Elect Director Maile Naylor (nee Clark) Management For For
1d Elect Director Greg Graves Management For For
1e Elect Director Laird Hamilton Management For For
1f Elect Director Paul Hodge Management For For
1g Elect Director Thomas Wetherald Management For For
2 Ratify Moss Adams LLP as Auditors Management For For
 
LAMB WESTON HOLDINGS, INC.
MEETING DATE:  SEP 24, 2020
TICKER:  LW       SECURITY ID:  513272104
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Peter J. Bensen Management For For
1b Elect Director Charles A. Blixt Management For For
1c Elect Director Robert J. Coviello Management For For
1d Elect Director Andre J. Hawaux Management For For
1e Elect Director W.G. Jurgensen Management For For
1f Elect Director Thomas P. Maurer Management For For
1g Elect Director Robert A. Niblock Management For For
1h Elect Director Hala G. Moddelmog Management For For
1i Elect Director Maria Renna Sharpe Management For For
1j Elect Director Thomas P. Werner Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Ratify KPMG LLP as Auditors Management For For
 
MOLSON COORS BEVERAGE COMPANY
MEETING DATE:  MAY 26, 2021
TICKER:  TAP       SECURITY ID:  60871R209
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Roger G. Eaton Management For For
1.2 Elect Director Charles M. Herington Management For For
1.3 Elect Director H. Sanford Riley Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
 
MONDELEZ INTERNATIONAL, INC.
MEETING DATE:  MAY 19, 2021
TICKER:  MDLZ       SECURITY ID:  609207105
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Lewis W.K. Booth Management For For
1b Elect Director Charles E. Bunch Management For For
1c Elect Director Lois D. Juliber Management For For
1d Elect Director Peter W. May Management For For
1e Elect Director Jorge S. Mesquita Management For For
1f Elect Director Jane Hamilton Nielsen Management For For
1g Elect Director Fredric G. Reynolds Management For For
1h Elect Director Christiana S. Shi Management For For
1i Elect Director Patrick T. Siewert Management For For
1j Elect Director Michael A. Todman Management For For
1k Elect Director Jean-Francois M. L. van Boxmeer Management For For
1l Elect Director Dirk Van de Put 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 Consider Pay Disparity Between Executives and Other Employees Shareholder Against Against
 
MONSTER BEVERAGE CORPORATION
MEETING DATE:  JUN 15, 2021
TICKER:  MNST       SECURITY ID:  61174X109
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Rodney C. Sacks Management For For
1.2 Elect Director Hilton H. Schlosberg Management For For
1.3 Elect Director Mark J. Hall Management For For
1.4 Elect Director James L. Dinkins Management For For
1.5 Elect Director Gary P. Fayard Management For For
1.6 Elect Director Jeanne P. Jackson Management For For
1.7 Elect Director Steven G. Pizula Management For For
1.8 Elect Director Benjamin M. Polk Management For For
1.9 Elect Director Mark S. Vidergauz 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 Annual Vote and Report on Climate Change Shareholder Against Against
 
NOMAD FOODS LIMITED
MEETING DATE:  JUN 30, 2021
TICKER:  NOMD       SECURITY ID:  G6564A105
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Martin Ellis Franklin Management For For
1.2 Elect Director Noam Gottesman Management For For
1.3 Elect Director Ian G.H. Ashken Management For For
1.4 Elect Director Stefan Descheemaeker Management For For
1.5 Elect Director Golnar Khosrowshahi Management For For
1.6 Elect Director James E. Lillie Management For For
1.7 Elect Director Stuart M. MacFarlane Management For For
1.8 Elect Director Lord Myners of Truro Management For For
1.9 Elect Director Victoria Parry Management For For
1.10 Elect Director Melanie Stack Management For For
1.11 Elect Director Samy Zekhout Management For For
2 Ratify PricewaterhouseCoopers LLP as Auditors Management For For
 
PEPSICO, INC.
MEETING DATE:  MAY 05, 2021
TICKER:  PEP       SECURITY ID:  713448108
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Segun Agbaje Management For For
1b Elect Director Shona L. Brown Management For For
1c Elect Director Cesar Conde Management For For
1d Elect Director Ian Cook Management For For
1e Elect Director Dina Dublon Management For For
1f Elect Director Michelle Gass Management For For
1g Elect Director Ramon L. Laguarta Management For For
1h Elect Director Dave Lewis Management For For
1i Elect Director David C. Page Management For For
1j Elect Director Robert C. Pohlad Management For For
1k Elect Director Daniel Vasella Management For For
1l Elect Director Darren Walker Management For For
1m Elect Director Alberto Weisser 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 Reduce Ownership Threshold for Shareholders to Call Special Meeting Shareholder Against Against
5 Report on Sugar and Public Health Shareholder Against Against
6 Report on External Public Health Costs Shareholder Against Against
 
PHILIP MORRIS INTERNATIONAL INC.
MEETING DATE:  MAY 05, 2021
TICKER:  PM       SECURITY ID:  718172109
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Brant Bonin Bough Management For For
1b Elect Director Andre Calantzopoulos Management For For
1c Elect Director Michel Combes Management For For
1d Elect Director Juan Jose Daboub Management For For
1e Elect Director Werner Geissler Management For For
1f Elect Director Lisa A. Hook Management For For
1g Elect Director Jun Makihara Management For For
1h Elect Director Kalpana Morparia Management For For
1i Elect Director Lucio A. Noto Management For For
1j Elect Director Jacek Olczak Management For For
1k Elect Director Frederik Paulsen Management For For
1l Elect Director Robert B. Polet Management For For
1m Elect Director Shlomo Yanai Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Ratify PricewaterhouseCoopers SA as Auditor Management For For
 
POST HOLDINGS, INC.
MEETING DATE:  JAN 28, 2021
TICKER:  POST       SECURITY ID:  737446104
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Edwin H. Callison Management For For
1.2 Elect Director William P. Stiritz Management For For
2 Ratify PricewaterhouseCoopers LLP as Auditors Management For For
3 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
 
PRIMO WATER CORPORATION
MEETING DATE:  MAY 04, 2021
TICKER:  PRMW       SECURITY ID:  74167P108
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Britta Bomhard Management For For
1.2 Elect Director Susan E. Cates Management For For
1.3 Elect Director Jerry Fowden Management For For
1.4 Elect Director Stephen H. Halperin Management For For
1.5 Elect Director Thomas J. Harrington Management For For
1.6 Elect Director Betty Jane (BJ) Hess Management For For
1.7 Elect Director Gregory Monahan Management For For
1.8 Elect Director Mario Pilozzi Management For For
1.9 Elect Director Billy D. Prim Management For For
1.10 Elect Director Eric Rosenfeld Management For For
1.11 Elect Director Graham W. Savage Management For For
1.12 Elect Director Steven P. Stanbrook Management For For
2 Ratify PricewaterhouseCoopers LLP as Auditors Management For For
3 Advisory Vote on Executive Compensation Approach Management For For
4 Approve Shareholder Rights Plan Management For For
5 Approve Continuance of Company Management For For
 
RECKITT BENCKISER GROUP PLC
MEETING DATE:  MAY 28, 2021
TICKER:  RKT       SECURITY ID:  G74079107
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 Andrew Bonfield as Director Management For For
5 Re-elect Jeff Carr as Director Management For For
6 Re-elect Nicandro Durante as Director Management For For
7 Re-elect Mary Harris as Director Management For For
8 Re-elect Mehmood Khan as Director Management For For
9 Re-elect Pam Kirby as Director Management For For
10 Re-elect Sara Mathew as Director Management For For
11 Re-elect Laxman Narasimhan as Director Management For For
12 Re-elect Chris Sinclair as Director Management For For
13 Re-elect Elane Stock as Director Management For For
14 Elect Olivier Bohuon as Director Management For For
15 Elect Margherita Della Valle as Director Management For For
16 Reappoint KPMG LLP as Auditors Management For For
17 Authorise the Audit Committee to Fix Remuneration of Auditors Management For For
18 Authorise UK Political Donations and Expenditure Management For For
19 Authorise Issue of Equity Management For For
20 Authorise Issue of Equity without Pre-emptive Rights Management For For
21 Authorise Issue of Equity without Pre-emptive Rights in Connection with an Acquisition or Other Capital Investment Management For For
22 Authorise Market Purchase of Ordinary Shares Management For For
23 Adopt New Articles of Association Management For For
24 Authorise the Company to Call General Meeting with Two Weeks' Notice Management For For
 
REYNOLDS CONSUMER PRODUCTS INC.
MEETING DATE:  MAY 25, 2021
TICKER:  REYN       SECURITY ID:  76171L106
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Thomas Degnan Management For For
1b Elect Director Helen Golding Management For For
1c Elect Director Allen Hugli 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
 
SANDERSON FARMS, INC.
MEETING DATE:  FEB 18, 2021
TICKER:  SAFM       SECURITY ID:  800013104
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director John Bierbusse Management For For
1.2 Elect Director Mike Cockrell Management For For
1.3 Elect Director Edith Kelly-Green Management For For
1.4 Elect Director Suzanne T. Mestayer 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 Report on Human Rights Due Diligence Process Shareholder Against For
 
SPECTRUM BRANDS HOLDINGS, INC.
MEETING DATE:  JUL 28, 2020
TICKER:  SPB       SECURITY ID:  84790A105
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Kenneth C. Ambrecht Management For For
1b Elect Director Hugh R. Rovit 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 Approve Omnibus Stock Plan Management For Against
 
SYSCO CORPORATION
MEETING DATE:  NOV 20, 2020
TICKER:  SYY       SECURITY ID:  871829107
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Daniel J. Brutto Management For For
1b Elect Director John M. Cassaday Management For For
1c Elect Director Joshua D. Frank Management For For
1d Elect Director Larry C. Glasscock Management For For
1e Elect Director Bradley M. Halverson Management For For
1f Elect Director John M. Hinshaw Management For For
1g Elect Director Kevin P. Hourican Management For For
1h Elect Director Hans-Joachim Koerber Management For For
1i Elect Director Stephanie A. Lundquist Management For For
1j Elect Director Nelson Peltz Management For For
1k Elect Director Edward D. Shirley Management For For
1l Elect Director Sheila G. Talton 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
 
THE CLOROX COMPANY
MEETING DATE:  NOV 18, 2020
TICKER:  CLX       SECURITY ID:  189054109
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Amy Banse Management For For
1.2 Elect Director Richard H. Carmona Management For For
1.3 Elect Director Benno Dorer Management For For
1.4 Elect Director Spencer C. Fleischer Management For For
1.5 Elect Director Esther Lee Management For For
1.6 Elect Director A.D. David Mackay Management For For
1.7 Elect Director Paul Parker Management For For
1.8 Elect Director Linda Rendle Management For For
1.9 Elect Director Matthew J. Shattock Management For For
1.10 Elect Director Kathryn Tesija Management For For
1.11 Elect Director Pamela Thomas-Graham Management For For
1.12 Elect Director Russell J. Weiner Management For For
1.13 Elect Director Christopher J. Williams 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 Eliminate Supermajority Vote Requirement to Approve Certain Business Combinations Management For For
 
THE COCA-COLA COMPANY
MEETING DATE:  APR 20, 2021
TICKER:  KO       SECURITY ID:  191216100
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Herbert A. Allen Management For For
1.2 Elect Director Marc Bolland Management For For
1.3 Elect Director Ana Botin Management For For
1.4 Elect Director Christopher C. Davis Management For For
1.5 Elect Director Barry Diller Management For For
1.6 Elect Director Helene D. Gayle Management For For
1.7 Elect Director Alexis M. Herman Management For For
1.8 Elect Director Robert A. Kotick Management For For
1.9 Elect Director Maria Elena Lagomasino Management For For
1.10 Elect Director James Quincey Management For For
1.11 Elect Director Caroline J. Tsay Management For For
1.12 Elect Director David B. Weinberg Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Ratify Ernst & Young LLP as Auditor Management For For
4 Report on Sugar and Public Health Shareholder Against Against
 
THE ESTEE LAUDER COMPANIES INC.
MEETING DATE:  NOV 10, 2020
TICKER:  EL       SECURITY ID:  518439104
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Charlene Barshefsky Management For For
1b Elect Director Wei Sun Christianson Management For For
1c Elect Director Fabrizio Freda Management For For
1d Elect Director Jane Lauder Management For For
1e Elect Director Leonard A. Lauder Management For For
2 Ratify PricewaterhouseCoopers LLP as Auditors Management For For
3 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
 
THE KROGER CO.
MEETING DATE:  JUN 24, 2021
TICKER:  KR       SECURITY ID:  501044101
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Nora A. Aufreiter Management For For
1b Elect Director Kevin M. Brown Management For For
1c Elect Director Anne Gates Management For For
1d Elect Director Karen M. Hoguet Management For For
1e Elect Director W. Rodney McMullen Management For For
1f Elect Director Clyde R. Moore Management For For
1g Elect Director Ronald L. Sargent Management For For
1h Elect Director J. Amanda Sourry Knox (Amanda Sourry) Management For For
1i Elect Director Mark S. Sutton Management For For
1j Elect Director Ashok Vemuri Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Ratify PricewaterhouseCoopers LLC as Auditor Management For For
4 Assess Environmental Impact of Non-Recyclable Packaging Shareholder Against Against
 
THE PROCTER & GAMBLE COMPANY
MEETING DATE:  OCT 13, 2020
TICKER:  PG       SECURITY ID:  742718109
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Francis S. Blake Management For For
1b Elect Director Angela F. Braly Management For For
1c Elect Director Amy L. Chang Management For For
1d Elect Director Joseph Jimenez Management For For
1e Elect Director Debra L. Lee Management For For
1f Elect Director Terry J. Lundgren Management For For
1g Elect Director Christine M. McCarthy Management For For
1h Elect Director W. James McNerney, Jr. Management For For
1i Elect Director Nelson Peltz Management For For
1j Elect Director David S. Taylor Management For For
1k Elect Director Margaret C. Whitman Management For For
1l Elect Director Patricia A. Woertz 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 Qualified Employee Stock Purchase Plan Management For For
5 Report on Efforts to Eliminate Deforestation Shareholder Against Against
6 Publish Annually a Report Assessing Diversity and Inclusion Efforts Shareholder Against For
 
THE SIMPLY GOOD FOODS COMPANY
MEETING DATE:  JAN 21, 2021
TICKER:  SMPL       SECURITY ID:  82900L102
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Robert G. Montgomery Management For For
1.2 Elect Director Joseph E. Scalzo Management For For
1.3 Elect Director Joseph J. Schena Management For For
1.4 Elect Director James D. 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
 
TREEHOUSE FOODS, INC.
MEETING DATE:  APR 29, 2021
TICKER:  THS       SECURITY ID:  89469A104
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Ashley Buchanan Management For For
1.2 Elect Director Steven Oakland Management For For
1.3 Elect Director Jill A. Rahman 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
 
TUPPERWARE BRANDS CORPORATION
MEETING DATE:  MAY 04, 2021
TICKER:  TUP       SECURITY ID:  899896104
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Susan M. Cameron Management For For
1.2 Elect Director Meg Crofton Management For For
1.3 Elect Director Deborah G. Ellinger Management For For
1.4 Elect Director Miguel Fernandez Management For For
1.5 Elect Director James H. Fordyce Management For For
1.6 Elect Director Richard Goudis Management For For
1.7 Elect Director Timothy Minges Management For For
1.8 Elect Director Christopher D. O'Leary Management For For
1.9 Elect Director Richard T. Riley Management For For
1.10 Elect Director M. Anne Szostak Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Ratify PricewaterhouseCoopers LLP as Auditors Management For For
 
TYSON FOODS, INC.
MEETING DATE:  FEB 11, 2021
TICKER:  TSN       SECURITY ID:  902494103
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director John Tyson Management For For
1b Elect Director Les R. Baledge Management For For
1c Elect Director Gaurdie E. Banister, Jr. Management For For
1d Elect Director Dean Banks Management For For
1e Elect Director Mike Beebe Management For For
1f Elect Director Maria Claudia Borras Management For For
1g Elect Director David J. Bronczek Management For For
1h Elect Director Mikel A. Durham Management For For
1i Elect Director Jonathan D. Mariner Management For For
1j Elect Director Kevin M. McNamara Management For For
1k Elect Director Cheryl S. Miller Management For For
1l Elect Director Jeffrey K. Schomburger Management For For
1m Elect Director Robert Thurber Management For For
1n Elect Director Barbara A. Tyson Management For For
1o Elect Director Noel White Management For For
2 Ratify PricewaterhouseCoopers LLP as Auditors Management For For
3 Amend Omnibus Stock Plan Management For For
4 Report on Human Rights Due Diligence Shareholder Against Against
5 Approve Recapitalization Plan for all Stock to Have One-vote per Share Shareholder Against For
6 Report on Lobbying Payments and Policy Shareholder Against For
 
UNILEVER NV
MEETING DATE:  SEP 21, 2020
TICKER:  UNA       SECURITY ID:  N8981F289
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1 Amend Articles Re: Unification Management For For
2 Approve Unification Management For For
3 Approve Discharge of Executive Directors Management For For
4 Approve Discharge of Non-Executive Directors Management For For
 
US FOODS HOLDING CORP.
MEETING DATE:  MAY 20, 2021
TICKER:  USFD       SECURITY ID:  912008109
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Cheryl A. Bachelder Management For For
1b Elect Director Court D. Carruthers Management For For
1c Elect Director John A. Lederer Management For For
1d Elect Director Carl Andrew Pforzheimer Management For For
1e Elect Director David M. Tehle Management For For
1f Elect Director Ann E. Ziegler 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
 
WALGREENS BOOTS ALLIANCE, INC.
MEETING DATE:  JAN 28, 2021
TICKER:  WBA       SECURITY ID:  931427108
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Jose E. Almeida Management For For
1b Elect Director Janice M. Babiak Management For For
1c Elect Director David J. Brailer Management For For
1d Elect Director William C. Foote Management For For
1e Elect Director Ginger L. Graham Management For For
1f Elect Director Valerie B. Jarrett Management For For
1g Elect Director John A. Lederer Management For For
1h Elect Director Dominic P. Murphy Management For For
1i Elect Director Stefano Pessina Management For For
1j Elect Director Nancy M. Schlichting Management For For
1k Elect Director James A. Skinner 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 Approve Omnibus Stock Plan Management For For
5 Require Independent Board Chair Shareholder Against Against
6 Report on Health Risks of Continued In-Store Tobacco Sales in the Age of COVID 2021 Shareholder Against Against
 
WALMART INC.
MEETING DATE:  JUN 02, 2021
TICKER:  WMT       SECURITY ID:  931142103
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Cesar Conde Management For For
1b Elect Director Timothy P. Flynn Management For For
1c Elect Director Sarah J. Friar Management For For
1d Elect Director Carla A. Harris Management For For
1e Elect Director Thomas W. Horton Management For For
1f Elect Director Marissa A. Mayer Management For For
1g Elect Director C. Douglas McMillon Management For For
1h Elect Director Gregory B. Penner Management For For
1i Elect Director Steven S Reinemund Management For For
1j Elect Director Randall L. Stephenson Management For For
1k Elect Director S. Robson Walton Management For For
1l Elect Director Steuart L. Walton 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 Report on Refrigerants Released from Operations Shareholder Against Against
5 Report on Lobbying Payments and Policy Shareholder Against Against
6 Report on Alignment of Racial Justice Goals and Starting Wages Shareholder Against For
7 Approve Creation of a Pandemic Workforce Advisory Council Shareholder Against Against
8 Review of Statement on the Purpose of a Corporation Shareholder Against Against

VOTE SUMMARY REPORT
SELECT DEFENSE AND AEROSPACE PORTFOLIO
07/01/2020 - 06/30/2021

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.

 
AERCAP HOLDINGS NV
MEETING DATE:  MAY 12, 2021
TICKER:  AER       SECURITY ID:  N00985106
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1 Open Meeting Management None None
2 Receive Board Report (Non-Voting) Management None None
3 Adopt Financial Statements Management For For
4 Receive Explanation on Company's Reserves and Dividend Policy Management None None
5 Approve Discharge of Directors Management For For
6 Approve Acquisition of GECAS Business Management For For
7.a Reelect Aengus Kelly as Executive Director Management For For
7.b Reelect Paul Dacier as Non-Executive Director Management For For
7.c Reelect Michael Walsh as Non-Executive Director Management For For
7.d Reelect James Lawrence as Non-Executive Director Management For For
8 Elect Jennifer VanBelle as Non-Executive Director Management For For
9 Approve Increase of Ordinary Shares in the Company's Capital Available for Issuance under the Company's Equity Incentive Plan Management For For
10 Approve Appointment of Peter L. Juhas as the Person Referred to in Article 16, Paragraph 8 of the Company's Articles of Association Management For For
11 Ratify PricewaterhouseCoopers Accountants N.V. as Auditors Management For For
12.a Grant Board Authority to Issue Shares Up to 10 Percent of Issued Capital Management For For
12.b Authorize Board to Exclude Preemptive Rights from Share Issuances under Item 12.a Management For For
12.c Grant Board Authority to Issue Additional Shares Up To 10 Percent of Issued Capital in Case of Merger or Acquisition Management For For
12.d Authorize Board to Exclude Preemptive Rights from Share Issuances under Item 12.c Management For For
12.e Grant Board Authority to Issue Additional Shares in Relation to the Anticipated Acquisition of the GECAS Business Management For For
12.f Authorize Board to Exclude Preemptive Rights from Share Issuances under Item 12.e Management For For
13.a Authorize Repurchase of Shares Management For For
13.b Conditional Authorization to Repurchase Additional Shares Management For For
14 Approve Reduction in Share Capital through Cancellation of Shares Management For For
15 Amend Articles Re: Increase Authorize Share Capital and to Permit Interim Filling of Vacancies on the Board of Directors Management For For
16 Allow Questions Management None None
17 Close Meeting Management None None
 
AERSALE CORPORATION
MEETING DATE:  JUN 15, 2021
TICKER:  ASLE       SECURITY ID:  00810F106
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Nicolas Finazzo Management For Against
1b Elect Director Robert B. Nichols Management For Against
1c Elect Director Sai S. Devabhaktuni Management For For
1d Elect Director C. Robert Kehler Management For For
1e Elect Director Michael Kirton Management For For
1f Elect Director Peter Nolan Management For For
1g Elect Director Jonathan Seiffer Management For For
1h Elect Director Richard J. Townsend Management For For
1h Elect Director Eric J. Zahler Management For For
2 Ratify Grant Thornton LLP as Auditors Management For For
3 Amend Certificate of Incorporation in Relation to Director Removal and Director Vacancy Provision Management For For
 
AIR LEASE CORPORATION
MEETING DATE:  MAY 05, 2021
TICKER:  AL       SECURITY ID:  00912X302
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Matthew J. Hart Management For For
1b Elect Director Cheryl Gordon Krongard Management For For
1c Elect Director Marshall O. Larsen Management For For
1d Elect Director Susan McCaw Management For For
1e Elect Director Robert A. Milton Management For For
1f Elect Director John L. Plueger Management For For
1g Elect Director Ian M. Saines Management For For
1h Elect Director Steven F. Udvar-Hazy Management For For
2 Ratify KPMG LLP as Auditors Management For For
3 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
 
AIR TRANSPORT SERVICES GROUP, INC.
MEETING DATE:  MAY 26, 2021
TICKER:  ATSG       SECURITY ID:  00922R105
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Richard M. Baudouin Management For For
1b Elect Director Phyllis J. Campbell Management For For
1c Elect Director Richard F. Corrado Management For For
1d Elect Director Joseph C. Hete Management For For
1e Elect Director Raymond E. Johns, Jr. Management For For
1f Elect Director Laura J. Peterson Management For For
1g Elect Director Randy D. Rademacher Management For For
1h Elect Director J. Christopher Teets Management For For
1i Elect Director Jeffrey J. Vorholt Management For For
1j Elect Director Paul S. Williams 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 Act by Written Consent Shareholder Against Against
 
AIRBUS SE
MEETING DATE:  APR 14, 2021
TICKER:  AIR       SECURITY ID:  N0280G100
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1 Open Meeting Management None None
2.1 Discussion on Company's Corporate Governance Structure Management None None
2.2 Receive Report on Business and Financial Statements Management None None
2.3 Receive Explanation on Company's Reserves and Dividend Policy Management None None
3 Discussion of Agenda Items Management None None
4.1 Adopt Financial Statements Management For For
4.2 Approve Discharge of Non-Executive Members of the Board of Directors Management For For
4.3 Approve Discharge of Executive Members of the Board of Directors Management For For
4.4 Ratify Ernst & Young Accountants LLP as Auditors Management For For
4.5 Approve Implementation of Remuneration Policy Management For For
4.6 Reelect Rene Obermann as Non-Executive Director Management For For
4.7 Reelect Amparo Moraleda as Non-Executive Director Management For For
4.8 Reelect Victor Chu as Non-Executive Director Management For For
4.9 Reelect Jean-Pierre Clamadieu as Non-Executive Director Management For For
4.10 Grant Board Authority to Issue Shares Up To 0.51 Percent of Issued Capital and Exclude Preemptive Rights Re: ESOP and LTIP Plans Management For For
4.11 Grant Board Authority to Issue Shares Up To 1.15 Percent of Issued Capital and Exclude Preemptive Rights Re: Company Funding Management For For
4.12 Authorize Repurchase of Up to 10 Percent of Issued Share Capital Management For For
4.13 Approve Cancellation of Repurchased Shares Management For For
5 Close Meeting Management None None
 
AXON ENTERPRISE, INC.
MEETING DATE:  MAY 27, 2021
TICKER:  AXON       SECURITY ID:  05464C101
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Richard H. Carmona Management For For
1.2 Elect Director Julie Cullivan Management For For
1.3 Elect Director Caitlin Kalinowski Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Ratify Grant Thornton LLP as Auditors Management For For
4 Approve the Increase in the Maximum Number of Directors from Nine to Eleven Management For For
5 Require a Majority Vote for the Election of Directors Shareholder Against For
 
BARNES GROUP INC.
MEETING DATE:  MAY 07, 2021
TICKER:  B       SECURITY ID:  067806109
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Thomas O. Barnes Management For For
1b Elect Director Elijah K. Barnes Management For For
1c Elect Director Patrick J. Dempsey Management For For
1d Elect Director Richard J. Hipple Management For For
1e Elect Director Thomas J. Hook Management For For
1f Elect Director Daphne E. Jones Management For For
1g Elect Director Mylle H. Mangum Management For For
1h Elect Director Hans-Peter Manner Management For For
1i Elect Director William J. Morgan Management For For
1j Elect Director Anthony V. Nicolosi Management For For
1k Elect Director JoAnna L. Sohovich Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Ratify PricewaterhouseCoopers LLP as Auditor Management For For
 
BWX TECHNOLOGIES, INC.
MEETING DATE:  APR 30, 2021
TICKER:  BWXT       SECURITY ID:  05605H100
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Jan A. Bertsch Management For For
1b Elect Director Gerhard F. Burbach Management For For
1c Elect Director Rex D. Geveden Management For For
1d Elect Director James M. Jaska Management For For
1e Elect Director Kenneth J. Krieg Management For For
1f Elect Director Leland D. Melvin Management For For
1g Elect Director Robert L. Nardelli Management For For
1h Elect Director Barbara A. Niland Management For For
1i Elect Director John M. Richardson 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
 
CACI INTERNATIONAL INC
MEETING DATE:  NOV 12, 2020
TICKER:  CACI       SECURITY ID:  127190304
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Michael A. Daniels Management For For
1b Elect Director Susan M. Gordon Management For For
1c Elect Director William L. Jews Management For For
1d Elect Director Gregory G. Johnson Management For For
1e Elect Director J. Phillip London Management For For
1f Elect Director John S. Mengucci Management For For
1g Elect Director James L. Pavitt Management For For
1h Elect Director Warren R. Phillips Management For For
1i Elect Director Debora A. Plunkett Management For For
1j Elect Director Charles P. Revoile Management For For
1k Elect Director William S. Wallace 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 Ernst & Young LLP as Auditors Management For For
 
CAE INC.
MEETING DATE:  AUG 12, 2020
TICKER:  CAE       SECURITY ID:  124765108
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Margaret S. (Peg) Billson Management For For
1.2 Elect Director Michael M. Fortier Management For For
1.3 Elect Director Marianne Harrison Management For For
1.4 Elect Director Alan N. MacGibbon Management For For
1.5 Elect Director John P. Manley Management For For
1.6 Elect Director Francois Olivier Management For For
1.7 Elect Director Marc Parent Management For For
1.8 Elect Director David G. Perkins Management For For
1.9 Elect Director Michael E. Roach Management For For
1.10 Elect Director Andrew J. Stevens 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
 
ELBIT SYSTEMS LTD.
MEETING DATE:  AUG 10, 2020
TICKER:  ESLT       SECURITY ID:  M3760D101
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1 Elect Noaz Bar Nir as External Director Management For For
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
B1 If you are an Interest Holder as defined in Section 1 of the Securities Law, 1968, vote FOR. Otherwise, vote against. Management None Against
B2 If you are a Senior Officer as defined in Section 37(D) of the Securities Law, 1968, vote FOR. Otherwise, vote against. Management None Against
B3 If you are an Institutional Investor as defined in Regulation 1 of the Supervision Financial Services Regulations 2009 or a Manager of a Joint Investment Trust Fund as defined in the Joint Investment Trust Law, 1994, vote FOR. Otherwise, vote against. Management None For
 
ELBIT SYSTEMS LTD.
MEETING DATE:  DEC 02, 2020
TICKER:  ESLT       SECURITY ID:  M3760D101
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Reelect Michael Federmann as Director Management For For
1.2 Reelect Rina Baum as Director Management For For
1.3 Reelect Yoram Ben-Zeev as Director Management For For
1.4 Reelect David Federmann as Director Management For For
1.5 Reelect Dov Ninveh as Director Management For For
1.6 Reelect Ehood (Udi) Nisan as Director Management For For
1.7 Reelect Yuli Tamir as Director Management For For
2 Issue Extension of Indemnification Agreement to Michael Federmann and David Federmann, Directors Management For For
3 Reappoint Kost, Forer,Gabbay & Kasierer as Auditors Management For For
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
 
ELBIT SYSTEMS LTD.
MEETING DATE:  APR 07, 2021
TICKER:  ESLT       SECURITY ID:  M3760D101
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1 Approve Amended Compensation Policy for the Directors and Officers of the Company Management For For
2 Approve Amended Employment Terms of Bezhalel Machlis, President and CEO Management For For
3a Issue Exemption Agreements to Bezhalel Machlis, President and CEO, Michael Federmann, Chairman and David Federmann, Director (Pending Approval of Item 1) Management For For
3b Issue Exemption Agreements to Directors/Officers Who Are Not Controller's Affiliated and/ or Their Relatives (Pending Approval of Item 1) Management For For
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
B1 If you are an Interest Holder as defined in Section 1 of the Securities Law, 1968, vote FOR. Otherwise, vote against. Management None Against
B2 If you are a Senior Officer as defined in Section 37(D) of the Securities Law, 1968, vote FOR. Otherwise, vote against. Management None Against
B3 If you are an Institutional Investor as defined in Regulation 1 of the Supervision Financial Services Regulations 2009 or a Manager of a Joint Investment Trust Fund as defined in the Joint Investment Trust Law, 1994, vote FOR. Otherwise, vote against. Management None For
 
ESCO TECHNOLOGIES INC.
MEETING DATE:  FEB 05, 2021
TICKER:  ESE       SECURITY ID:  296315104
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Victor L. Richey Management For For
1.2 Elect Director James M. Stolze Management For For
2 Amend Omnibus Stock Plan Management For For
3 Ratify KPMG LLP as Auditors Management For For
4 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
 
FLIR SYSTEMS, INC.
MEETING DATE:  MAY 13, 2021
TICKER:  FLIR       SECURITY ID:  302445101
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
 
GENERAL DYNAMICS CORPORATION
MEETING DATE:  MAY 05, 2021
TICKER:  GD       SECURITY ID:  369550108
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director James S. Crown Management For For
1b Elect Director Rudy F. deLeon Management For For
1c Elect Director Cecil D. Haney Management For For
1d Elect Director Mark M. Malcolm Management For For
1e Elect Director James N. Mattis Management For For
1f Elect Director Phebe N. Novakovic Management For For
1g Elect Director C. Howard Nye Management For For
1h Elect Director Catherine B. Reynolds Management For For
1i Elect Director Laura J. Schumacher Management For For
1j Elect Director Robert K. Steel Management For For
1k Elect Director John G. Stratton Management For For
1l Elect Director Peter A. Wall 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 Reduce Ownership Threshold for Shareholders to Call Special Meeting Shareholder Against Against
 
HEICO CORPORATION
MEETING DATE:  MAR 19, 2021
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 Adolfo Henriques Management For For
1.3 Elect Director Mark H. Hildebrandt Management For For
1.4 Elect Director Eric A. Mendelson Management For For
1.5 Elect Director Laurans A. Mendelson Management For For
1.6 Elect Director Victor H. Mendelson Management For For
1.7 Elect Director Julie Neitzel Management For For
1.8 Elect Director Alan Schriesheim Management For For
1.9 Elect Director Frank J. Schwitter 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
 
HOWMET AEROSPACE INC.
MEETING DATE:  MAY 25, 2021
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 Against
1e Elect Director Robert F. Leduc Management For Against
1f Elect Director David J. Miller Management For For
1g Elect Director Jody G. Miller Management For For
1h Elect Director Tolga I. Oal Management For For
1i Elect Director Nicole W. Piasecki Management For Against
1j Elect Director John C. Plant Management For For
1k 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 Against
4 Require Independent Board Chair Shareholder Against Against
 
HUNTINGTON INGALLS INDUSTRIES, INC.
MEETING DATE:  APR 29, 2021
TICKER:  HII       SECURITY ID:  446413106
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Philip M. Bilden Management For For
1.2 Elect Director Augustus L. Collins Management For For
1.3 Elect Director Kirkland H. Donald Management For For
1.4 Elect Director Victoria D. Harker Management For For
1.5 Elect Director Anastasia D. Kelly Management For For
1.6 Elect Director Tracy B. McKibben Management For For
1.7 Elect Director Stephanie L. O'Sullivan Management For For
1.8 Elect Director C. Michael Petters Management For For
1.9 Elect Director Thomas C. Schievelbein Management For For
1.10 Elect Director John K. Welch Management For For
1.11 Elect Director Stephen R. Wilson 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 Eliminate Supermajority Vote Requirement Management For For
 
KRATOS DEFENSE & SECURITY SOLUTIONS, INC.
MEETING DATE:  MAY 26, 2021
TICKER:  KTOS       SECURITY ID:  50077B207
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Scott Anderson Management For For
1.2 Elect Director Eric DeMarco Management For For
1.3 Elect Director William Hoglund Management For For
1.4 Elect Director Scot Jarvis Management For For
1.5 Elect Director Jane Judd Management For For
1.6 Elect Director Samuel Liberatore Management For For
1.7 Elect Director Amy Zegart 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
 
LOCKHEED MARTIN CORPORATION
MEETING DATE:  APR 22, 2021
TICKER:  LMT       SECURITY ID:  539830109
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Daniel F. Akerson Management For For
1.2 Elect Director David B. Burritt Management For For
1.3 Elect Director Bruce A. Carlson Management For For
1.4 Elect Director Joseph F. Dunford, Jr. Management For For
1.5 Elect Director James O. Ellis, Jr. Management For For
1.6 Elect Director Thomas J. Falk Management For For
1.7 Elect Director Ilene S. Gordon Management For For
1.8 Elect Director Vicki A. Hollub Management For For
1.9 Elect Director Jeh C. Johnson Management For For
1.10 Elect Director Debra L. Reed-Klages Management For For
1.11 Elect Director James D. Taiclet 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 Provide Right to Act by Written Consent Shareholder Against Against
5 Report on Human Rights Due Diligence Shareholder Against For
 
MAXAR TECHNOLOGIES INC.
MEETING DATE:  MAY 12, 2021
TICKER:  MAXR       SECURITY ID:  57778K105
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Howell M. Estes, III Management For For
1b Elect Director Nick S. Cyprus Management For For
1c Elect Director Roxanne J. Decyk Management For For
1d Elect Director Joanne O. Isham Management For For
1e Elect Director Daniel L. Jablonsky Management For For
1f Elect Director C. Robert Kehler Management For For
1g Elect Director Gilman Louie Management For For
1h Elect Director L. Roger Mason, Jr. Management For For
1i Elect Director Heather A. Wilson Management For For
1j Elect Director Eric J. Zahler Management For For
1k Elect Director Eddy Zervigon Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Amend Omnibus Stock Plan Management For For
4 Amend Certificate of Incorporation to Add Federal Forum Selection Provision Management For For
5 Ratify KPMG LLP as Auditors Management For For
 
MONOCLE ACQUISITION CORPORATION
MEETING DATE:  NOV 04, 2020
TICKER:  MNCL       SECURITY ID:  609754106
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1 Approve SPAC Transaction Management For For
2 Approve Issuance of Shares for a Private Placement Management For For
3 Approve Omnibus Stock Plan Management For For
4 Approve Qualified Employee Stock Purchase Plan Management For For
5 Adjourn Meeting Management For For
 
MONOCLE ACQUISITION CORPORATION
MEETING DATE:  NOV 06, 2020
TICKER:  MNCL       SECURITY ID:  609754106
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1 Amend Certificate of Incorporation to Extend Consummation of Business Combination to February 11, 2021 Management For For
2 Adjourn Meeting Management For For
 
MONOCLE ACQUISITION CORPORATION
MEETING DATE:  DEC 21, 2020
TICKER:  MNCL       SECURITY ID:  609754106
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1 Approve SPAC Transaction Management For For
2 Approve Issuance of Shares for a Private Placement Management For For
3 Approve Omnibus Stock Plan Management For For
4 Approve Qualified Employee Stock Purchase Plan Management For For
5 Adjourn Meeting Management For For
 
MOOG INC.
MEETING DATE:  FEB 09, 2021
TICKER:  MOG.A       SECURITY ID:  615394202
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1 Elect Director Janet M. Coletti 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
 
NORTHROP GRUMMAN CORPORATION
MEETING DATE:  MAY 19, 2021
TICKER:  NOC       SECURITY ID:  666807102
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Kathy J. Warden Management For For
1.2 Elect Director David P. Abney Management For For
1.3 Elect Director Marianne C. Brown Management For For
1.4 Elect Director Donald E. Felsinger Management For For
1.5 Elect Director Ann M. Fudge Management For For
1.6 Elect Director William H. Hernandez Management For For
1.7 Elect Director Madeleine A. Kleiner Management For For
1.8 Elect Director Karl J. Krapek Management For For
1.9 Elect Director Gary Roughead Management For For
1.10 Elect Director Thomas M. Schoewe Management For For
1.11 Elect Director James S. Turley Management For For
1.12 Elect Director Mark A. Welsh, III 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 Human Rights Impact Assessment Shareholder Against Against
5 Reduce Ownership Threshold for Shareholders to Request Action by Written Consent Shareholder Against Against
 
PARSONS CORPORATION
MEETING DATE:  APR 20, 2021
TICKER:  PSN       SECURITY ID:  70202L102
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Mark K. Holdsworth Management For For
1.2 Elect Director Steven F. Leer Management For For
1.3 Elect Director M. Christian Mitchell Management For For
1.4 Elect Director David C. Wajsgras Management For For
2 Ratify PricewaterhouseCoopers LLP as Auditors Management For For
3 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
 
PERSPECTA INC.
MEETING DATE:  AUG 05, 2020
TICKER:  PRSP       SECURITY ID:  715347100
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Sanju K. Bansal Management For For
1b Elect Director Sondra L. Barbour Management For For
1c Elect Director John M. Curtis Management For For
1d Elect Director Lisa S. Disbrow Management For For
1e Elect Director Glenn A. Eisenberg Management For For
1f Elect Director Pamela O. Kimmet Management For For
1g Elect Director Ramzi M. Musallam Management For For
1h Elect Director Philip O. Nolan Management For For
1i Elect Director Betty J. Sapp Management For For
1j Elect Director Michael E. Ventling 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 Approve Qualified Employee Stock Purchase Plan Management For For
 
RAYTHEON TECHNOLOGIES CORPORATION
MEETING DATE:  APR 26, 2021
TICKER:  RTX       SECURITY ID:  75513E101
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Tracy A. Atkinson Management For For
1b Elect Director Gregory J. Hayes Management For For
1c Elect Director Thomas A. Kennedy Management For For
1d Elect Director Marshall O. Larsen Management For For
1e Elect Director George R. Oliver Management For For
1f Elect Director Robert K. (Kelly) Ortberg Management For For
1g Elect Director Margaret L. O'Sullivan Management For For
1h Elect Director Dinesh C. Paliwal Management For For
1i Elect Director Ellen M. Pawlikowski Management For For
1j Elect Director Denise L. Ramos Management For For
1k Elect Director Fredric G. Reynolds Management For For
1l Elect Director Brian C. Rogers Management For For
1m Elect Director James A. Winnefeld, Jr. Management For For
1n Elect Director Robert O. Work 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 Approve Executive Incentive Bonus Plan Management For For
5 Amend Omnibus Stock Plan Management For For
6 Amend Proxy Access Right Shareholder Against Against
 
RBC BEARINGS INCORPORATED
MEETING DATE:  SEP 09, 2020
TICKER:  ROLL       SECURITY ID:  75524B104
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Michael J. Hartnett Management For For
1.2 Elect Director Dolores J. Ennico Management For For
2 Ratify Ernst & Young LLP as Auditors Management For For
3 Advisory Vote to Ratify Named Executive Officers' Compensation Management For Against
 
TELEDYNE TECHNOLOGIES INCORPORATED
MEETING DATE:  APR 28, 2021
TICKER:  TDY       SECURITY ID:  879360105
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Denise R. Cade Management For For
1.2 Elect Director Simon M. Lorne Management For For
1.3 Elect Director Wesley W. von Schack 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
 
TELEDYNE TECHNOLOGIES INCORPORATED
MEETING DATE:  MAY 13, 2021
TICKER:  TDY       SECURITY ID:  879360105
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
 
THE BOEING COMPANY
MEETING DATE:  APR 20, 2021
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 Edmund P. Giambastiani, Jr. Management For Against
1e Elect Director Lynn J. Good Management For For
1f Elect Director Akhil Johri Management For For
1g Elect Director Lawrence W. Kellner Management For Against
1h Elect Director Steven M. Mollenkopf Management For For
1i Elect Director John M. Richardson Management For For
1j Elect Director Ronald A. Williams 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 Lobbying Payments and Policy Shareholder Against Against
5 Provide Right to Act by Written Consent Shareholder Against Against
 
TRANSDIGM GROUP INCORPORATED
MEETING DATE:  MAR 18, 2021
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 Mervin Dunn Management For Withhold
1.3 Elect Director Michael S. Graff Management For For
1.4 Elect Director Sean P. Hennessy Management For For
1.5 Elect Director W. Nicholas Howley Management For For
1.6 Elect Director Raymond F. Laubenthal 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 J. Small Management For For
1.10 Elect Director John Staer Management For For
1.11 Elect Director Kevin Stein 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
 
VECTRUS, INC.
MEETING DATE:  MAY 06, 2021
TICKER:  VEC       SECURITY ID:  92242T101
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Bradford J. Boston Management For For
1b Elect Director Charles L. Prow Management For For
1c Elect Director Phillip C. Widman 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
 
WOODWARD, INC.
MEETING DATE:  JAN 27, 2021
TICKER:  WWD       SECURITY ID:  980745103
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Thomas A. Gendron Management For Against
1.2 Elect Director Daniel G. Korte Management For Against
1.3 Elect Director Ronald M. Sega Management For Against
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
5 Adopt a Policy to Include Non-Management Employees as Prospective Director Candidates Shareholder Against Against

VOTE SUMMARY REPORT
SELECT ENERGY PORTFOLIO
07/01/2020 - 06/30/2021

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.

 
APA CORP.
MEETING DATE:  MAY 27, 2021
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 Chansoo Joung Management For For
5 Elect Director John E. Lowe Management For For
6 Elect Director H. Lamar McKay Management For For
7 Elect Director William C. Montgomery Management For For
8 Elect Director Amy H. Nelson Management For For
9 Elect Director Daniel W. Rabun Management For For
10 Elect Director Peter A. Ragauss Management For For
11 Ratify Ernst & Young LLP as Auditor Management For For
12 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
13 Amend Charter to Remove the Pass-Through Voting Provision Management For For
 
BAKER HUGHES COMPANY
MEETING DATE:  MAY 14, 2021
TICKER:  BKR       SECURITY ID:  05722G100
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director W. Geoffrey Beattie Management For For
1.2 Elect Director Gregory D. Brenneman Management For For
1.3 Elect Director Cynthia B. Carroll Management For For
1.4 Elect Director Clarence P. Cazalot, Jr. Management For For
1.5 Elect Director Nelda J. Connors Management For For
1.6 Elect Director Gregory L. Ebel Management For For
1.7 Elect Director Lynn L. Elsenhans Management For For
1.8 Elect Director John G. Rice Management For For
1.9 Elect Director Lorenzo Simonelli 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 Nonqualified Employee Stock Purchase Plan Management For For
5 Approve Omnibus Stock Plan Management For For
 
BP PLC
MEETING DATE:  MAY 12, 2021
TICKER:  BP       SECURITY ID:  055622104
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.a Elect Murray Auchincloss as Director Management For For
3.b Elect Tushar Morzaria as Director Management For For
3.c Elect Karen Richardson as Director Management For For
3.d Elect Dr Johannes Teyssen as Director Management For For
3.e Re-elect Bernard Looney as Director Management For For
3.f Re-elect Pamela Daley as Director Management For For
3.g Re-elect Helge Lund as Director Management For For
3.h Re-elect Melody Meyer as Director Management For For
3.i Re-elect Paula Reynolds as Director Management For For
3.j Re-elect Sir John Sawers as Director Management For For
4 Reappoint Deloitte LLP as Auditors Management For For
5 Authorise the Audit Committee to Fix Remuneration of Auditors Management For For
6 Authorise UK Political Donations and Expenditure Management For For
7 Approve Scrip Dividend Programme 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 Approve Shareholder Resolution on Climate Change Targets Shareholder Against Against
 
CACTUS, INC.
MEETING DATE:  MAY 18, 2021
TICKER:  WHD       SECURITY ID:  127203107
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Michael McGovern Management For For
1.2 Elect Director John (Andy) O'Donnell Management For For
2 Ratify PricewaterhouseCoopers LLP as Auditors Management For For
 
CALLON PETROLEUM COMPANY
MEETING DATE:  MAY 14, 2021
TICKER:  CPE       SECURITY ID:  13123X508
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Barbara J. Faulkenberry Management For For
1.2 Elect Director L. Richard Flury Management For For
1.3 Elect Director Joseph C. Gatto, Jr. Management For For
1.4 Elect Director Frances Aldrich Sevilla-Sacasa Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Ratify Grant Thornton LLP as Auditors Management For For
4 Increase Authorized Common Stock Management For For
 
CANADIAN NATURAL RESOURCES LIMITED
MEETING DATE:  MAY 06, 2021
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
 
CHAMPIONX CORP.
MEETING DATE:  MAY 12, 2021
TICKER:  CHX       SECURITY ID:  15872M104
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Sivasankaran (Soma) Somasundaram Management For For
1.2 Elect Director Stephen K. Wagner 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
 
CHENIERE ENERGY, INC.
MEETING DATE:  MAY 13, 2021
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 Vicky A. Bailey Management For For
1d Elect Director Nuno Brandolini Management For For
1e Elect Director David B. Kilpatrick Management For For
1f Elect Director Sean T. Klimczak Management For For
1g Elect Director Andrew Langham Management For For
1h Elect Director Donald F. Robillard, Jr. Management For For
1i Elect Director Neal A. Shear Management For For
1j Elect Director Andrew J. Teno Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Ratify KPMG LLP as Auditors Management For For
 
CHEVRON CORPORATION
MEETING DATE:  MAY 26, 2021
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, IV Management For For
1h Elect Director Dambisa F. Moyo Management For For
1i Elect Director Debra Reed-Klages Management For For
1j Elect Director Ronald D. Sugar Management For For
1k Elect Director D. James Umpleby, III Management For For
1l Elect Director Michael K. 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 Reduce Scope 3 Emissions Shareholder Against Against
5 Report on Impacts of Net Zero 2050 Scenario Shareholder Against For
6 Amend Certificate of Incorporation to Become a Public Benefit Corporation Shareholder Against Against
7 Report on Lobbying Payments and Policy Shareholder Against Against
8 Require Independent Board Chair Shareholder Against Against
9 Reduce Ownership Threshold for Shareholders to Call Special Meeting Shareholder Against Against
 
CIMAREX ENERGY CO.
MEETING DATE:  MAY 12, 2021
TICKER:  XEC       SECURITY ID:  171798101
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Kathleen A. Hogenson Management For For
1.2 Elect Director Lisa A. Stewart Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For Against
3 Amend Omnibus Stock Plan Management For For
4 Declassify the Board of Directors Management For For
5 Ratify KPMG LLP as Auditors Management For For
 
CONCHO RESOURCES INC.
MEETING DATE:  JAN 15, 2021
TICKER:  CXO       SECURITY ID:  20605P101
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
 
CONOCOPHILLIPS
MEETING DATE:  JAN 15, 2021
TICKER:  COP       SECURITY ID:  20825C104
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1 Issue Shares in Connection with Merger Management For For
 
CONOCOPHILLIPS
MEETING DATE:  MAY 11, 2021
TICKER:  COP       SECURITY ID:  20825C104
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Charles E. Bunch Management For For
1b Elect Director Caroline Maury Devine Management For For
1c Elect Director John V. Faraci Management For For
1d Elect Director Jody Freeman Management For For
1e Elect Director Gay Huey Evans Management For For
1f Elect Director Jeffrey A. Joerres Management For For
1g Elect Director Ryan M. Lance Management For For
1h Elect Director Timothy A. Leach Management For For
1i Elect Director William H. McRaven Management For For
1j Elect Director Sharmila Mulligan Management For For
1k Elect Director Eric D. Mullins Management For For
1l Elect Director Arjun N. Murti Management For For
1m Elect Director Robert A. Niblock Management For For
1n Elect Director David T. Seaton Management For For
1o Elect Director R.A. Walker Management For For
2 Ratify Ernst & Young LLP as Auditor Management For For
3 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
4 Adopt Simple Majority Vote Shareholder For For
5 Emission Reduction Targets Shareholder Against Against
 
DARLING INGREDIENTS INC.
MEETING DATE:  MAY 11, 2021
TICKER:  DAR       SECURITY ID:  237266101
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Randall C. Stuewe Management For For
1b Elect Director Charles Adair Management For For
1c Elect Director Beth Albright Management For For
1d Elect Director Linda Goodspeed Management For For
1e Elect Director Dirk Kloosterboer Management For For
1f Elect Director Mary R. Korby Management For For
1g Elect Director Gary W. Mize Management For For
1h Elect Director Michael E. Rescoe Management For For
1i Elect Director Nicole M. Ringenberg Management For For
2 Ratify KPMG LLP as Auditors Management For For
3 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
 
DEVON ENERGY CORPORATION
MEETING DATE:  DEC 30, 2020
TICKER:  DVN       SECURITY ID:  25179M103
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
 
DEVON ENERGY CORPORATION
MEETING DATE:  JUN 09, 2021
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 David A. Hager 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 Robert A. Mosbacher, Jr. Management For For
1.9 Elect Director Richard E. Muncrief Management For For
1.10 Elect Director Duane C. Radtke 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
 
EOG RESOURCES, INC.
MEETING DATE:  APR 29, 2021
TICKER:  EOG       SECURITY ID:  26875P101
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Janet F. Clark Management For For
1b Elect Director Charles R. Crisp Management For For
1c Elect Director Robert P. Daniels Management For For
1d Elect Director James C. Day Management For For
1e Elect Director C. Christopher Gaut Management For For
1f Elect Director Michael T. Kerr Management For For
1g Elect Director Julie J. Robertson Management For For
1h Elect Director Donald F. Textor Management For For
1i Elect Director William R. Thomas Management For For
2 Ratify Deloitte & Touche 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 Against
 
EXXON MOBIL CORPORATION
MEETING DATE:  MAY 26, 2021
TICKER:  XOM       SECURITY ID:  30231G102
Proposal No Proposal Proposed By Management Recommendation Vote Cast
Management Proxy (Blue Proxy Card)
1.1 Elect Director Michael J. Angelakis Management For Did Not Vote
1.2 Elect Director Susan K. Avery Management For Did Not Vote
1.3 Elect Director Angela F. Braly Management For Did Not Vote
1.4 Elect Director Ursula M. Burns Management For Did Not Vote
1.5 Elect Director Kenneth C. Frazier Management For Did Not Vote
1.6 Elect Director Joseph L. Hooley Management For Did Not Vote
1.7 Elect Director Steven A. Kandarian Management For Did Not Vote
1.8 Elect Director Douglas R. Oberhelman Management For Did Not Vote
1.9 Elect Director Samuel J. Palmisano Management For Did Not Vote
1.10 Elect Director Jeffrey W. Ubben Management For Did Not Vote
1.11 Elect Director Darren W. Woods Management For Did Not Vote
1.12 Elect Director Wan Zulkiflee Management For Did Not Vote
2 Ratify PricewaterhouseCoopers LLP as Auditors Management For Did Not Vote
3 Advisory Vote to Ratify Named Executive Officers' Compensation Management For Did Not Vote
4 Require Independent Board Chair Shareholder Against Did Not Vote
5 Reduce Ownership Threshold for Shareholders to Call Special Meeting Shareholder Against Did Not Vote
6 Issue Audited Report on Financial Impacts of IEA's Net Zero 2050 Scenario Shareholder Against Did Not Vote
7 Report on Costs and Benefits of Environmental-Related Expenditures Shareholder Against Did Not Vote
8 Report on Political Contributions Shareholder Against Did Not Vote
9 Report on Lobbying Payments and Policy Shareholder Against Did Not Vote
10 Report on Corporate Climate Lobbying Aligned with Paris Agreement Shareholder Against Did Not Vote
Proposal No Proposal Proposed By Dissident Recommendation Vote Cast
Dissident Proxy (White Proxy Card)
1.1 Elect Director Gregory J. Goff Shareholder For For
1.2 Elect Director Kaisa Hietala Shareholder For For
1.3 Elect Director Alexander A. Karsner Shareholder For Withhold
1.4 Elect Director Anders Runevad Shareholder For Withhold
1.5 Management Nominee Michael J. Angelakis Shareholder For For
1.6 Management Nominee Susan K. Avery Shareholder For For
1.7 Management Nominee Angela F. Braly Shareholder For For
1.8 Management Nominee Ursula M. Burns Shareholder For For
1.9 Management Nominee Kenneth C. Frazier Shareholder For For
1.10 Management Nominee Joseph L. Hooley Shareholder For For
1.11 Management Nominee Jeffrey W. Ubben Shareholder For For
1.12 Management Nominee Darren W. Woods Shareholder For For
2 Ratify PricewaterhouseCoopers LLP as Auditors Management For For
3 Advisory Vote to Ratify Named Executive Officers' Compensation Management Against For
4 Require Independent Board Chair Shareholder None Against
5 Reduce Ownership Threshold for Shareholders to Call Special Meeting Shareholder None Against
6 Issue Audited Report on Financial Impacts of IEA's Net Zero 2050 Scenario Shareholder None For
7 Report on Costs and Benefits of Environmental-Related Expenditures Shareholder None Against
8 Report on Political Contributions Shareholder None Against
9 Report on Lobbying Payments and Policy Shareholder None Against
10 Report on Corporate Climate Lobbying Aligned with Paris Agreement Shareholder None Against
 
FORUM ENERGY TECHNOLOGIES, INC.
MEETING DATE:  SEP 15, 2020
TICKER:  FET       SECURITY ID:  34984V100
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1 Approve Issuance of Common Stock Upon Conversion of a Portion of Newly Issued 9.00% Convertible Senior Secured Notes due 2025 Management For For
 
GOLAR LNG LIMITED
MEETING DATE:  SEP 24, 2020
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 Elect Director Georgina Sousa Management For For
8 Amend Quorum Requirements Management For For
9 Approve Ernst & Young LLP as Auditors and Authorize Board to Fix Their Remuneration Management For For
10 Approve Remuneration of Directors Management For For
 
HESS CORPORATION
MEETING DATE:  JUN 02, 2021
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 Joaquin Duato 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 David McManus Management For For
1h Elect Director Kevin O. Meyers Management For For
1i Elect Director Karyn F. Ovelmen Management For For
1j Elect Director James H. Quigley Management For For
1k Elect Director William G. Schrader 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
 
MAGNOLIA OIL & GAS CORPORATION
MEETING DATE:  MAY 04, 2021
TICKER:  MGY       SECURITY ID:  559663109
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Stephen "Steve" I. Chazen 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 Amend Omnibus Stock Plan Management For For
4 Ratify KPMG LLP as Auditors Management For For
 
MARATHON PETROLEUM CORPORATION
MEETING DATE:  APR 28, 2021
TICKER:  MPC       SECURITY ID:  56585A102
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Abdulaziz F. Alkhayyal Management For For
1b Elect Director Jonathan Z. Cohen Management For For
1c Elect Director Michael J. Hennigan Management For For
1d Elect Director Frank M. Semple Management For For
2 Ratify PricewaterhouseCoopers LLP as Auditors Management For For
3 Advisory Vote to Ratify Named Executive Officers' Compensation Management For Against
4 Approve Omnibus Stock Plan Management For For
5 Eliminate Supermajority Vote Requirement Management For For
6 Declassify the Board of Directors Management For For
7 Limit Accelerated Vesting of Equity Awards Upon a Change in Control Shareholder Against Against
 
NABORS INDUSTRIES LTD.
MEETING DATE:  JUN 01, 2021
TICKER:  NBR       SECURITY ID:  G6359F137
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Tanya S. Beder Management For Withhold
1.2 Elect Director Anthony R. Chase Management For Withhold
1.3 Elect Director James R. Crane Management For For
1.4 Elect Director John P. Kotts Management For Withhold
1.5 Elect Director Michael C. Linn Management For For
1.6 Elect Director Anthony G. Petrello Management For For
1.7 Elect Director John Yearwood 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 Against
4 Amend Omnibus Stock Plan Management For For
 
NATIONAL ENERGY SERVICES REUNITED CORP.
MEETING DATE:  JUN 25, 2021
TICKER:  NESR       SECURITY ID:  G6375R107
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Sherif Foda Management For For
1.2 Elect Director Yousef Al Nowais Management For For
1.3 Elect Director Thomas Wood Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Ratify PricewaterhouseCoopers as Auditors Management For For
 
NEXTIER OILFIELD SOLUTIONS INC.
MEETING DATE:  JUN 15, 2021
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 Stuart M. Brightman Management For For
1c Elect Director Gary M. Halverson Management For For
1d Elect Director Patrick M. Murray Management For For
1e Elect Director Amy H. Nelson Management For For
1f Elect Director Melvin G. Riggs Management For For
1g Elect Director Michael Roemer Management For For
1h Elect Director James C. Stewart Management For For
1i 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 Against
 
NOBLE ENERGY, INC.
MEETING DATE:  OCT 02, 2020
TICKER:  NBL       SECURITY ID:  655044105
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
 
NORTHERN OIL AND GAS, INC.
MEETING DATE:  AUG 17, 2020
TICKER:  NOG       SECURITY ID:  665531109
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1 Approve Reverse Stock Split Management For For
2 Reduce Authorized Common Stock Management For For
 
NORTHERN OIL AND GAS, INC.
MEETING DATE:  MAY 27, 2021
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 Robert Grabb 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 Michael Popejoy 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
 
OCCIDENTAL PETROLEUM CORPORATION
MEETING DATE:  MAY 07, 2021
TICKER:  OXY       SECURITY ID:  674599105
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Stephen I. Chazen 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 Gary Hu Management For For
1f Elect Director William R. Klesse Management For For
1g Elect Director Andrew N. Langham Management For For
1h Elect Director Jack B. Moore Management For For
1i Elect Director Margarita Palau-Hernandez Management For For
1j Elect Director Avedick B. Poladian Management For For
1k Elect Director Robert M. Shearer Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Ratify KPMG LLP as Auditors Management For For
 
OCEANEERING INTERNATIONAL, INC.
MEETING DATE:  MAY 07, 2021
TICKER:  OII       SECURITY ID:  675232102
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Karen H. Beachy Management For For
1b Elect Director Deanna L. Goodwin Management For For
1c Elect Director Kavitha Velusamy Management For For
1d Elect Director Steven A. Webster 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
 
ODFJELL DRILLING LTD.
MEETING DATE:  JUN 23, 2021
TICKER:  ODL       SECURITY ID:  G67180102
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Reelect Helene Odfjell as Director Management For For
1.2 Relect Susanne Munch Thore as Director Management For For
1.3 Reelect Thomas Marsoner as Director Management For For
1.4 Reelect Alasdair Shiach as Director Management For For
2 Approve PricewaterhouseCoopers 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 Policy Management For For
 
PARSLEY ENERGY, INC.
MEETING DATE:  JAN 12, 2021
TICKER:  PE       SECURITY ID:  701877102
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
 
PATTERSON-UTI ENERGY, INC.
MEETING DATE:  JUN 03, 2021
TICKER:  PTEN       SECURITY ID:  703481101
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Tiffany (TJ) Thom Cepak Management For For
1.2 Elect Director Michael W. Conlon Management For For
1.3 Elect Director William A. Hendricks, Jr. Management For For
1.4 Elect Director Curtis W. Huff Management For For
1.5 Elect Director Terry H. Hunt Management For For
1.6 Elect Director Janeen S. Judah Management For For
2 Approve Omnibus Stock Plan Management For For
3 Ratify PricewaterhouseCoopers LLP as Auditors Management For For
4 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
 
PDC ENERGY, INC.
MEETING DATE:  MAY 26, 2021
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 Mark E. Ellis Management For For
1.3 Elect Director Paul J. Korus Management For For
1.4 Elect Director David C. Parke 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
 
PHILLIPS 66
MEETING DATE:  MAY 12, 2021
TICKER:  PSX       SECURITY ID:  718546104
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Julie L. Bushman Management For For
1b Elect Director Lisa A. Davis Management For For
2 Declassify the Board of Directors 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 Adopt GHG Emissions Reduction Targets Shareholder Against For
6 Report on Climate Lobbying Shareholder Against Against
 
PIONEER NATURAL RESOURCES COMPANY
MEETING DATE:  JAN 12, 2021
TICKER:  PXD       SECURITY ID:  723787107
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1 Issue Shares in Connection with Merger Management For For
 
PIONEER NATURAL RESOURCES COMPANY
MEETING DATE:  MAY 27, 2021
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 Edison C. Buchanan Management For For
1c Elect Director Matt Gallagher Management For For
1d Elect Director Phillip A. Gobe Management For For
1e Elect Director Larry R. Grillot Management For For
1f Elect Director Stacy P. Methvin Management For For
1g Elect Director Royce W. Mitchell Management For For
1h Elect Director Frank A. Risch Management For For
1i Elect Director Scott D. Sheffield Management For For
1j Elect Director J. Kenneth Thompson Management For For
1k Elect Director Phoebe A. Wood Management For For
1l Elect Director Michael D. Wortley 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 Qualified Employee Stock Purchase Plan Management For For
 
PROPETRO HOLDING CORP.
MEETING DATE:  OCT 22, 2020
TICKER:  PUMP       SECURITY ID:  74347M108
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Phillip A. Gobe Management For For
1.2 Elect Director Spencer D. Armour, III Management For For
1.3 Elect Director Mark S. Berg Management For For
1.4 Elect Director Anthony J. Best Management For For
1.5 Elect Director Michele V. Choka Management For For
1.6 Elect Director Alan E. Douglas Management For For
1.7 Elect Director Jack B. Moore Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Approve Omnibus Stock Plan Management For For
4 Ratify Deloitte & Touche LLP as Auditors Management For For
 
PROPETRO HOLDING CORP.
MEETING DATE:  MAY 17, 2021
TICKER:  PUMP       SECURITY ID:  74347M108
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Phillip A. Gobe Management For For
1.2 Elect Director Spencer D. Armour, III Management For For
1.3 Elect Director Mark S. Berg Management For For
1.4 Elect Director Anthony J. Best Management For For
1.5 Elect Director Michele V. Choka Management For For
1.6 Elect Director Alan E. Douglas Management For For
1.7 Elect Director G. Larry Lawrence Management For For
1.8 Elect Director Jack B. Moore 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
 
RENEWABLE ENERGY GROUP, INC.
MEETING DATE:  MAY 18, 2021
TICKER:  REGI       SECURITY ID:  75972A301
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director James C. Borel Management For For
1b Elect Director Cynthia J. Warner Management For For
1c Elect Director Walter Berger 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 Approve Omnibus Stock Plan Management For For
 
RIGNET, INC.
MEETING DATE:  APR 21, 2021
TICKER:  RNET       SECURITY ID:  766582100
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
 
ROYAL DUTCH SHELL PLC
MEETING DATE:  MAY 18, 2021
TICKER:  RDSA       SECURITY ID:  780259107
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 Elect Jane Lute as Director Management For For
4 Re-elect Ben van Beurden as Director Management For For
5 Re-elect Dick Boer as Director Management For For
6 Re-elect Neil Carson as Director Management For For
7 Re-elect Ann Godbehere as Director Management For For
8 Re-elect Euleen Goh as Director Management For For
9 Re-elect Catherine Hughes as Director Management For For
10 Re-elect Martina Hund-Mejean as Director Management For For
11 Re-elect Sir Andrew Mackenzie as Director Management For For
12 Elect Abraham Schot as Director Management For For
13 Re-elect Jessica Uhl as Director Management For For
14 Re-elect Gerrit Zalm as Director Management For For
15 Reappoint Ernst & Young LLP as Auditors Management For For
16 Authorise the Audit Committee to Fix Remuneration of Auditors 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 Market Purchase of Ordinary Shares Management For For
20 Approve the Shell Energy Transition Strategy Management For For
21 Request Shell to Set and Publish Targets for Greenhouse Gas (GHG) Emissions Shareholder Against Against
 
SCHLUMBERGER N.V.
MEETING DATE:  APR 07, 2021
TICKER:  SLB       SECURITY ID:  806857108
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Patrick de La Chevardiere Management For For
1.2 Elect Director Miguel M. Galuccio Management For For
1.3 Elect Director Olivier Le Peuch Management For For
1.4 Elect Director Tatiana A. Mitrova Management For For
1.5 Elect Director Maria Moraeus Hanssen Management For For
1.6 Elect Director Mark G. Papa Management For For
1.7 Elect Director Henri Seydoux Management For For
1.8 Elect Director Jeff W. Sheets Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Adopt and Approve Financials and Dividends Management For For
4 Ratify PricewaterhouseCoopers LLP as Auditors Management For For
5 Amend Omnibus Stock Plan Management For For
6 Amend Qualified Employee Stock Purchase Plan Management For For
7 Amend Non-Employee Director Restricted Stock Plan Management For For
 
SHELF DRILLING LTD.
MEETING DATE:  AUG 31, 2020
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 CONG Yongjian as Director Management For Against
3 Elect LOU Dongyang as Director Management For Against
4 Approve Issuance of 40 Million Shares without Preemptive Rights Management For For
 
SUNCOR ENERGY INC.
MEETING DATE:  MAY 04, 2021
TICKER:  SU       SECURITY ID:  867224107
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Patricia M. Bedient Management For For
1.2 Elect Director John D. Gass Management For For
1.3 Elect Director Russell (Russ) 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 Mark S. Little Management For For
1.7 Elect Director Brian P. MacDonald Management For For
1.8 Elect Director Maureen McCaw Management For For
1.9 Elect Director Lorraine Mitchelmore Management For For
1.10 Elect Director Eira M. Thomas Management For For
1.11 Elect Director Michael M. Wilson Management For For
2 Ratify KPMG LLP as Auditors Management For For
3 Amend Stock Option Plan Management For For
4 Advisory Vote on Executive Compensation Approach Management For For
 
TECHNIPFMC PLC
MEETING DATE:  MAY 20, 2021
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 Eleazar de Carvalho Filho Management For For
1c Elect Director Claire S. Farley Management For For
1d Elect Director Peter Mellbye 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 Approve Remuneration Policy Management For For
5 Accept Financial Statements and Statutory Reports Management For For
6 Ratify PricewaterhouseCoopers LLP as Auditors Management For For
7 Reappoint PricewaterhouseCoopers LLP as U.K. Statutory Auditor Management For For
8 Authorise Board to Fix Remuneration of Auditors Management For For
9 Authorise Market Purchase of Ordinary Shares Management For For
10 Authorise Issue of Equity Management For For
11 Authorise Issue of Equity without Pre-emptive Rights Management For For
 
THE AES CORPORATION
MEETING DATE:  APR 22, 2021
TICKER:  AES       SECURITY ID:  00130H105
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Janet G. Davidson Management For For
1.2 Elect Director Andres R. Gluski Management For For
1.3 Elect Director Tarun Khanna Management For For
1.4 Elect Director Holly K. Koeppel Management For For
1.5 Elect Director Julia M. Laulis Management For For
1.6 Elect Director James H. Miller Management For For
1.7 Elect Director Alain Monie Management For For
1.8 Elect Director John B. Morse, Jr. Management For For
1.9 Elect Director Moises Naim Management For For
1.10 Elect Director Teresa M. Sebastian 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 Require Shareholder Approval of Bylaw and Charter Amendments Adopted by the Board of Directors Shareholder Against Against
 
THE WILLIAMS COMPANIES, INC.
MEETING DATE:  APR 27, 2021
TICKER:  WMB       SECURITY ID:  969457100
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Alan S. Armstrong Management For For
1.2 Elect Director Stephen W. Bergstrom Management For For
1.3 Elect Director Nancy K. Buese Management For For
1.4 Elect Director Stephen I. Chazen Management For For
1.5 Elect Director Charles I. Cogut Management For For
1.6 Elect Director Michael A. Creel Management For For
1.7 Elect Director Stacey H. Dore Management For For
1.8 Elect Director Vicki L. Fuller Management For For
1.9 Elect Director Peter A. Ragauss Management For For
1.10 Elect Director Rose M. Robeson Management For For
1.11 Elect Director Scott D. Sheffield Management For For
1.12 Elect Director Murray D. Smith Management For For
1.13 Elect Director William H. Spence 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
 
TOTAL SE
MEETING DATE:  MAY 28, 2021
TICKER:  FP       SECURITY ID:  89151E109
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 2.64 per Share Management For For
4 Authorize Repurchase of Up to 10 Percent of Issued Share Capital Management For For
5 Approve Auditors' Special Report on Related-Party Transactions Mentioning the Absence of New Transactions Management For For
6 Reelect Patrick Pouyanne as Director Management For For
7 Reelect Anne-Marie Idrac as Director Management For For
8 Elect Jacques Aschenbroich as Director Management For For
9 Elect Glenn Hubbard as Director Management For For
10 Approve Compensation Report of Corporate Officers Management For For
11 Approve Remuneration Policy of Directors Management For For
12 Approve Compensation of Patrick Pouyanne, Chairman and CEO Management For For
13 Approve Remuneration Policy of Chairman and CEO Management For For
14 Approve the Company's Sustainable Development and Energy Transition Management For For
15 Change Company Name to TotalEnergies SE and Amend Article 2 of Bylaws Accordingly Management For For
16 Authorize up to 1 Percent of Issued Capital for Use in Restricted Stock Plans Management For For
17 Authorize Capital Issuances for Use in Employee Stock Purchase Plans Management For For
 
VALERO ENERGY CORPORATION
MEETING DATE:  APR 29, 2021
TICKER:  VLO       SECURITY ID:  91913Y100
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director H. Paulett Eberhart Management For For
1b Elect Director Joseph W. Gorder Management For For
1c Elect Director Kimberly S. Greene Management For For
1d Elect Director Deborah P. Majoras Management For For
1e Elect Director Eric D. Mullins Management For For
1f Elect Director Donald L. Nickles Management For For
1g Elect Director Philip J. Pfeiffer Management For For
1h Elect Director Robert A. Profusek Management For For
1i Elect Director Stephen M. Waters 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
 
VISTRA CORP.
MEETING DATE:  APR 28, 2021
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 Lisa Crutchfield Management For For
1.7 Elect Director Brian K. Ferraioli Management For For
1.8 Elect Director Jeff D. Hunter Management For For
1.9 Elect Director Curtis A. Morgan Management For For
1.10 Elect Director John 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
SELECT ENERGY SERVICE PORTFOLIO
07/01/2020 - 06/30/2021

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.

 
ARCHROCK, INC.
MEETING DATE:  APR 28, 2021
TICKER:  AROC       SECURITY ID:  03957W106
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Anne-Marie N. Ainsworth Management For For
1.2 Elect Director D. Bradley Childers Management For For
1.3 Elect Director Gordon T. Hall Management For For
1.4 Elect Director Frances Powell Hawes Management For For
1.5 Elect Director J.W.G. 'Will' Honeybourne Management For For
1.6 Elect Director James H. Lytal Management For For
1.7 Elect Director Leonard W. Mallett Management For For
1.8 Elect Director Jason C. Rebrook Management For For
1.9 Elect Director Edmund P. Segner, III 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
 
BAKER HUGHES COMPANY
MEETING DATE:  MAY 14, 2021
TICKER:  BKR       SECURITY ID:  05722G100
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director W. Geoffrey Beattie Management For For
1.2 Elect Director Gregory D. Brenneman Management For For
1.3 Elect Director Cynthia B. Carroll Management For For
1.4 Elect Director Clarence P. Cazalot, Jr. Management For For
1.5 Elect Director Nelda J. Connors Management For For
1.6 Elect Director Gregory L. Ebel Management For For
1.7 Elect Director Lynn L. Elsenhans Management For For
1.8 Elect Director John G. Rice Management For For
1.9 Elect Director Lorenzo Simonelli 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 Nonqualified Employee Stock Purchase Plan Management For For
5 Approve Omnibus Stock Plan Management For For
 
BORR DRILLING LTD.
MEETING DATE:  AUG 10, 2020
TICKER:  BDRILL       SECURITY ID:  G1466R207
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1 Reelect Pal Kibsgaard as Director Management For For
2 Reelect Tor Olav Troim as Director Management For For
3 Reelect Alexandra Blankenship as Director Management For For
4 Reelect Patrick Schorn as Director Management For For
5 Reelect Georgina Sousa as Director Management For For
6 Elect Neil Glass as Director Management For For
7 Increase Authorized Common Stock Management For For
8 Ratify PricewaterhouseCoopers as Auditor Management For For
9 Approve Remuneration of Directors Management For For
 
BORR DRILLING LTD.
MEETING DATE:  NOV 11, 2020
TICKER:  BDRILL       SECURITY ID:  G1466R207
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1 Approve Increase in Authorized Share Capital Management For For
 
BORR DRILLING LTD.
MEETING DATE:  JAN 08, 2021
TICKER:  BORR       SECURITY ID:  G1466R207
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1 Approve Increase in Authorized Share Capital Management For For
 
BORR DRILLING LTD.
MEETING DATE:  JUN 24, 2021
TICKER:  BORR       SECURITY ID:  G1466R207
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1 Reelect Pal Kibsgaard as Director Management For For
2 Reelect Tor Olav Troim as Director Management For For
3 Reelect Alexandra Blankenship as Director Management For For
4 Reelect Georgina Sousa as Director Management For For
5 Reelect Neil Glass as Director Management For For
6 Approve Issuance of Equity or Equity-Linked Securities without Preemptive Rights Management For For
7 Ratify PricewaterhouseCoopers as Auditor Management For For
8 Approve Remuneration of Directors Management For For
 
CACTUS, INC.
MEETING DATE:  MAY 18, 2021
TICKER:  WHD       SECURITY ID:  127203107
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Michael McGovern Management For For
1.2 Elect Director John (Andy) O'Donnell Management For For
2 Ratify PricewaterhouseCoopers LLP as Auditors Management For For
 
CHAMPIONX CORP.
MEETING DATE:  MAY 12, 2021
TICKER:  CHX       SECURITY ID:  15872M104
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Sivasankaran (Soma) Somasundaram Management For For
1.2 Elect Director Stephen K. Wagner 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
 
CHENIERE ENERGY, INC.
MEETING DATE:  MAY 13, 2021
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 Vicky A. Bailey Management For For
1d Elect Director Nuno Brandolini Management For For
1e Elect Director David B. Kilpatrick Management For For
1f Elect Director Sean T. Klimczak Management For For
1g Elect Director Andrew Langham Management For For
1h Elect Director Donald F. Robillard, Jr. Management For For
1i Elect Director Neal A. Shear Management For For
1j Elect Director Andrew J. Teno Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Ratify KPMG LLP as Auditors Management For For
 
CORE LABORATORIES N.V.
MEETING DATE:  MAY 19, 2021
TICKER:  CLB       SECURITY ID:  N22717107
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Kwaku Temeng Management For For
1b Elect Director Lawrence Bruno Management For For
2 Ratify KPMG LLP as Auditors Management For For
3 Adopt Financial Statements and Statutory Reports Management For For
4 Approve Cancellation of Repurchased Shares Management For For
5 Authorize Repurchase of Up to 10 Percent of Issued Share Capital Management For For
6 Grant Board Authority to Issue Shares Up To 10 Percent of Issued Capital Management For For
7 Authorize Board to Exclude Preemptive Rights from Share Issuances Management For For
8a Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
8b Approve Remuneration Report Management For For
 
DRIL-QUIP, INC.
MEETING DATE:  MAY 12, 2021
TICKER:  DRQ       SECURITY ID:  262037104
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Steven L. Newman Management For For
1.2 Elect Director Amy B. Schwetz 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
 
FORUM ENERGY TECHNOLOGIES, INC.
MEETING DATE:  SEP 15, 2020
TICKER:  FET       SECURITY ID:  34984V100
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1 Approve Issuance of Common Stock Upon Conversion of a Portion of Newly Issued 9.00% Convertible Senior Secured Notes due 2025 Management For For
 
FORUM ENERGY TECHNOLOGIES, INC.
MEETING DATE:  MAY 11, 2021
TICKER:  FET       SECURITY ID:  34984V209
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Michael McShane Management For For
1.2 Elect Director John Schmitz Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Ratify Deloitte & Touche LLP as Auditor Management For For
 
GOLAR LNG LIMITED
MEETING DATE:  SEP 24, 2020
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 Elect Director Georgina Sousa Management For For
8 Amend Quorum Requirements Management For For
9 Approve Ernst & Young LLP as Auditors and Authorize Board to Fix Their Remuneration Management For For
10 Approve Remuneration of Directors Management For For
 
HALLIBURTON COMPANY
MEETING DATE:  MAY 19, 2021
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 Against
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 Against
1f Elect Director Murry S. Gerber Management For Against
1g Elect Director Patricia Hemingway Hall Management For Against
1h Elect Director Robert A. Malone Management For Against
1i Elect Director Jeffrey A. Miller Management For For
1j Elect Director Bhavesh V. (Bob) Patel Management For For
2 Ratify KPMG LLP as Auditor Management For For
3 Advisory Vote to Ratify Named Executive Officers' Compensation Management For Against
4 Amend Omnibus Stock Plan Management For For
5 Amend Qualified Employee Stock Purchase Plan Management For For
 
HELIX ENERGY SOLUTIONS GROUP, INC.
MEETING DATE:  MAY 19, 2021
TICKER:  HLX       SECURITY ID:  42330P107
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Amerino Gatti Management For For
1.2 Elect Director Owen Kratz Management For For
2 Ratify KPMG LLP as Auditor Management For For
3 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
 
HELMERICH & PAYNE, INC.
MEETING DATE:  MAR 02, 2021
TICKER:  HP       SECURITY ID:  423452101
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Delaney M. Bellinger Management For For
1b Elect Director Kevin G. Cramton Management For For
1c Elect Director Randy A. Foutch Management For For
1d Elect Director Hans Helmerich Management For For
1e Elect Director John W. Lindsay Management For For
1f Elect Director Jose R. Mas Management For For
1g Elect Director Thomas A. Petrie Management For For
1h Elect Director Donald F. Robillard, Jr. Management For For
1i Elect Director Edward B. Rust, Jr. Management For For
1j Elect Director Mary M. VanDeWeghe Management For For
1k Elect Director John D. Zeglis 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
 
INDEPENDENCE CONTRACT DRILLING, INC.
MEETING DATE:  JUN 04, 2021
TICKER:  ICD       SECURITY ID:  453415606
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Daniel F. McNease Management For For
1b Elect Director J. Anthony Gallegos, Jr. Management For For
1c Elect Director Matthew D. Fitzgerald Management For For
1d Elect Director James G. Minmier Management For For
1e Elect Director Stacy D. Nieuwoudt 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
 
LIBERTY OILFIELD SERVICES INC.
MEETING DATE:  APR 20, 2021
TICKER:  LBRT       SECURITY ID:  53115L104
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Ken Babcock Management For For
1.2 Elect Director Brett Staffieri Management For For
1.3 Elect Director Christopher A. Wright 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
 
NABORS INDUSTRIES LTD.
MEETING DATE:  JUN 01, 2021
TICKER:  NBR       SECURITY ID:  G6359F137
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Tanya S. Beder Management For Withhold
1.2 Elect Director Anthony R. Chase Management For Withhold
1.3 Elect Director James R. Crane Management For For
1.4 Elect Director John P. Kotts Management For Withhold
1.5 Elect Director Michael C. Linn Management For For
1.6 Elect Director Anthony G. Petrello Management For For
1.7 Elect Director John Yearwood 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 Against
4 Amend Omnibus Stock Plan Management For For
 
NATIONAL ENERGY SERVICES REUNITED CORP.
MEETING DATE:  JUN 25, 2021
TICKER:  NESR       SECURITY ID:  G6375R107
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Sherif Foda Management For For
1.2 Elect Director Yousef Al Nowais Management For For
1.3 Elect Director Thomas Wood Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Ratify PricewaterhouseCoopers as Auditors Management For For
 
NEXTIER OILFIELD SOLUTIONS INC.
MEETING DATE:  JUN 15, 2021
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 Stuart M. Brightman Management For For
1c Elect Director Gary M. Halverson Management For For
1d Elect Director Patrick M. Murray Management For For
1e Elect Director Amy H. Nelson Management For For
1f Elect Director Melvin G. Riggs Management For For
1g Elect Director Michael Roemer Management For For
1h Elect Director James C. Stewart Management For For
1i 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 Against
 
NOV INC.
MEETING DATE:  MAY 19, 2021
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 James T. Hackett Management For For
1f Elect Director David D. Harrison Management For For
1g Elect Director Eric L. Mattson Management For For
1h Elect Director Melody B. Meyer Management For For
1i Elect Director William R. Thomas 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
 
OCEANEERING INTERNATIONAL, INC.
MEETING DATE:  MAY 07, 2021
TICKER:  OII       SECURITY ID:  675232102
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Karen H. Beachy Management For For
1b Elect Director Deanna L. Goodwin Management For For
1c Elect Director Kavitha Velusamy Management For For
1d Elect Director Steven A. Webster 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
 
ODFJELL DRILLING LTD.
MEETING DATE:  JUN 23, 2021
TICKER:  ODL       SECURITY ID:  G67180102
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Reelect Helene Odfjell as Director Management For For
1.2 Relect Susanne Munch Thore as Director Management For For
1.3 Reelect Thomas Marsoner as Director Management For For
1.4 Reelect Alasdair Shiach as Director Management For For
2 Approve PricewaterhouseCoopers 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 Policy Management For For
 
OIL STATES INTERNATIONAL, INC.
MEETING DATE:  MAY 11, 2021
TICKER:  OIS       SECURITY ID:  678026105
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1 Elect Director E. Joseph Wright 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
 
PATTERSON-UTI ENERGY, INC.
MEETING DATE:  JUN 03, 2021
TICKER:  PTEN       SECURITY ID:  703481101
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Tiffany (TJ) Thom Cepak Management For For
1.2 Elect Director Michael W. Conlon Management For For
1.3 Elect Director William A. Hendricks, Jr. Management For For
1.4 Elect Director Curtis W. Huff Management For For
1.5 Elect Director Terry H. Hunt Management For For
1.6 Elect Director Janeen S. Judah Management For For
2 Approve Omnibus Stock Plan Management For For
3 Ratify PricewaterhouseCoopers LLP as Auditors Management For For
4 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
 
PROPETRO HOLDING CORP.
MEETING DATE:  OCT 22, 2020
TICKER:  PUMP       SECURITY ID:  74347M108
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Phillip A. Gobe Management For For
1.2 Elect Director Spencer D. Armour, III Management For For
1.3 Elect Director Mark S. Berg Management For For
1.4 Elect Director Anthony J. Best Management For For
1.5 Elect Director Michele V. Choka Management For For
1.6 Elect Director Alan E. Douglas Management For For
1.7 Elect Director Jack B. Moore Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Approve Omnibus Stock Plan Management For For
4 Ratify Deloitte & Touche LLP as Auditors Management For For
 
PROPETRO HOLDING CORP.
MEETING DATE:  MAY 17, 2021
TICKER:  PUMP       SECURITY ID:  74347M108
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Phillip A. Gobe Management For For
1.2 Elect Director Spencer D. Armour, III Management For For
1.3 Elect Director Mark S. Berg Management For For
1.4 Elect Director Anthony J. Best Management For For
1.5 Elect Director Michele V. Choka Management For For
1.6 Elect Director Alan E. Douglas Management For For
1.7 Elect Director G. Larry Lawrence Management For For
1.8 Elect Director Jack B. Moore 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
 
RANGER ENERGY SERVICES, INC.
MEETING DATE:  MAY 07, 2021
TICKER:  RNGR       SECURITY ID:  75282U104
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Darron M. Anderson Management For Withhold
1.2 Elect Director Brett T. Agee Management For Withhold
1.3 Elect Director Richard E. Agee Management For Withhold
1.4 Elect Director William M. Austin Management For Withhold
1.5 Elect Director Charles S. Leykum Management For Withhold
1.6 Elect Director Gerald C. Cimador Management For Withhold
1.7 Elect Director Krishna Shivram Management For Withhold
1.8 Elect Director Michael C. Kearney Management For Withhold
1.9 Elect Director Byron A. Dunn Management For Withhold
2 Ratify BDO USA, LLP as Auditors Management For For
 
RIGNET, INC.
MEETING DATE:  APR 21, 2021
TICKER:  RNET       SECURITY ID:  766582100
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
 
SCHLUMBERGER N.V.
MEETING DATE:  APR 07, 2021
TICKER:  SLB       SECURITY ID:  806857108
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Patrick de La Chevardiere Management For For
1.2 Elect Director Miguel M. Galuccio Management For For
1.3 Elect Director Olivier Le Peuch Management For For
1.4 Elect Director Tatiana A. Mitrova Management For For
1.5 Elect Director Maria Moraeus Hanssen Management For For
1.6 Elect Director Mark G. Papa Management For For
1.7 Elect Director Henri Seydoux Management For For
1.8 Elect Director Jeff W. Sheets Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Adopt and Approve Financials and Dividends Management For For
4 Ratify PricewaterhouseCoopers LLP as Auditors Management For For
5 Amend Omnibus Stock Plan Management For For
6 Amend Qualified Employee Stock Purchase Plan Management For For
7 Amend Non-Employee Director Restricted Stock Plan Management For For
 
SEACOR MARINE HOLDINGS INC.
MEETING DATE:  JUN 08, 2021
TICKER:  SMHI       SECURITY ID:  78413P101
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director John Gellert Management For For
1.2 Elect Director Andrew R. Morse Management For For
1.3 Elect Director R. Christopher Regan Management For For
1.4 Elect Director Julie Persily Management For For
1.5 Elect Director Alfredo Miguel Bejos Management For For
2 Ratify Grant Thornton LLP as Auditors Management For For
 
SHELF DRILLING LTD.
MEETING DATE:  AUG 31, 2020
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 CONG Yongjian as Director Management For Against
3 Elect LOU Dongyang as Director Management For Against
4 Approve Issuance of 40 Million Shares without Preemptive Rights Management For For
 
SMART SAND, INC.
MEETING DATE:  JUN 08, 2021
TICKER:  SND       SECURITY ID:  83191H107
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Andrew Speaker Management For For
1.2 Elect Director Frank Porcelli 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
 
SOLARIS OILFIELD INFRASTRUCTURE, INC.
MEETING DATE:  MAY 12, 2021
TICKER:  SOI       SECURITY ID:  83418M103
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director James R. Burke Management For For
1.2 Elect Director F. Gardner Parker Management For For
2 Ratify BDO USA, LLP as Auditors Management For For
 
TECHNIPFMC PLC
MEETING DATE:  MAY 20, 2021
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 Eleazar de Carvalho Filho Management For For
1c Elect Director Claire S. Farley Management For For
1d Elect Director Peter Mellbye 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 Approve Remuneration Policy Management For For
5 Accept Financial Statements and Statutory Reports Management For For
6 Ratify PricewaterhouseCoopers LLP as Auditors Management For For
7 Reappoint PricewaterhouseCoopers LLP as U.K. Statutory Auditor Management For For
8 Authorise Board to Fix Remuneration of Auditors Management For For
9 Authorise Market Purchase of Ordinary Shares Management For For
10 Authorise Issue of Equity Management For For
11 Authorise Issue of Equity without Pre-emptive Rights Management For For
 
TENARIS SA
MEETING DATE:  MAY 03, 2021
TICKER:  TEN       SECURITY ID:  88031M109
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1 Receive and Approve Board's and Auditor's Reports Re: Consolidated Financial Statements and Statutory Reports Management For For
2 Approve Consolidated Financial Statements and Statutory Reports Management For For
3 Approve Financial Statements Management For For
4 Approve Allocation of Income and Dividends Management For For
5 Approve Discharge of Directors Management For For
6 Elect Directors (Bundled) Management For Against
7 Approve Remuneration of Directors Management For For
8 Approve Remuneration Report Management For Against
9 Approve PricewaterhouseCoopers as Auditors and Authorize Board to Fix Their Remuneration Management For For
10 Allow Electronic Distribution of Company Documents to Shareholders Management For For
 
TETRA TECHNOLOGIES, INC.
MEETING DATE:  MAY 26, 2021
TICKER:  TTI       SECURITY ID:  88162F105
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Mark E. Baldwin Management For For
1.2 Elect Director Thomas R. Bates, Jr. Management For For
1.3 Elect Director John F. Glick Management For For
1.4 Elect Director Gina A. Luna Management For For
1.5 Elect Director Brady M. Murphy Management For For
1.6 Elect Director William D. Sullivan Management For For
1.7 Elect Director Shawn D. Williams 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 Amend Omnibus Stock Plan Management For For
 
TRANSOCEAN LTD.
MEETING DATE:  MAY 27, 2021
TICKER:  RIG       SECURITY ID:  H8817H100
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1 Accept Financial Statements and Statutory Reports Management For For
2 Approve Discharge of Board and Senior Management Management For For
3 Appropriation of Available Earnings for Fiscal Year 2020 Management For For
4 Approve the Renewal of Authorized Share Capital with Partial Exclusion of Preemptive Rights Management For For
5A Elect Director Glyn A. Barker Management For For
5B Elect Director Vanessa C.L. Chang Management For For
5C Elect Director Frederico F. Curado Management For For
5D Elect Director Chadwick C. Deaton Management For For
5E Elect Director Vincent J. Intrieri Management For For
5F Elect Director Samuel J. Merksamer Management For For
5G Elect Director Frederik W. Mohn Management For For
5H Elect Director Edward R. Muller Management For For
5I Elect Director Margareth Ovrum Management For For
5J Elect Director Diane de Saint Victor Management For For
5K Elect Director Jeremy D. Thigpen Management For For
6 Elect Chadwick C. Deaton as Board Chairman Management For For
7A Appoint Glyn A. Barker as Member of the Compensation Committee Management For For
7B Appoint Vanessa C.L. Chang as Member of the Compensation Committee Management For For
7C Appoint Samuel J. Merksamer as Member of the Compensation Committee Management For For
8 Designate Schweiger Advokatur / Notariat as Independent Proxy Management For For
9 Appointment Of Ernst & Young LLP as Independent Registered Public Accounting Firm for Fiscal Year 2021 and Reelection of Ernst & Young Ltd, Zurich as the Company's Auditor for a Further One-Year Term Management For For
10 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
11A Approve Maximum Remuneration of Board of Directors for the Period Between the 2021 and 2022 Annual General Meetings in the Amount of USD 4.12 Million Management For For
11B Approve Maximum Remuneration of the Executive Management Team for Fiscal Year 2022 in the Amount of USD 24 Million Management For For
12 Amend Omnibus Stock Plan Management For For
 
WEATHERFORD INTERNATIONAL PLC
MEETING DATE:  MAY 26, 2021
TICKER:  WFTLF       SECURITY ID:  G48833118
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Benjamin C. Duster, IV Management For For
1b Elect Director Neal P. Goldman Management For For
1c Elect Director Jacqueline Mutschler Management For For
1d Elect Director Girishchandra K. Saligram Management For For
1e Elect Director Charles M. Sledge Management For For
2 Approve KPMG LLP as Auditors and Authorize Board to Fix Their Remuneration Management For For

VOTE SUMMARY REPORT
SELECT FINANCIAL SERVICES PORTFOLIO
07/01/2020 - 06/30/2021

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:  JUN 09, 2021
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
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Ratify PricewaterhouseCoopers LLP as Auditors Management For For
 
AMERICAN EXPRESS COMPANY
MEETING DATE:  MAY 04, 2021
TICKER:  AXP       SECURITY ID:  025816109
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Thomas J. Baltimore Management For For
1b Elect Director Charlene Barshefsky Management For For
1c Elect Director John J. Brennan Management For For
1d Elect Director Peter Chernin Management For For
1e Elect Director Ralph de la Vega Management For For
1f Elect Director Michael O. Leavitt Management For For
1g Elect Director Theodore J. Leonsis Management For For
1h Elect Director Karen L. Parkhill Management For For
1i Elect Director Charles E. Phillips Management For For
1j Elect Director Lynn A. Pike Management For For
1k Elect Director Stephen J. Squeri Management For For
1l Elect Director Daniel L. Vasella Management For For
1m Elect Director Lisa W. Wardell Management For For
1n Elect Director Ronald A. Williams Management For For
1o Elect Director Christopher D. 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 Provide Right to Act by Written Consent Shareholder Against Against
5 Publish Annually a Report Assessing Diversity, Equity, and Inclusion Efforts Shareholder Against For
 
AMERICAN FINANCIAL GROUP, INC.
MEETING DATE:  MAY 19, 2021
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 Virginia "Gina" C. Drosos Management For For
1.5 Elect Director James E. Evans Management For For
1.6 Elect Director Terry S. Jacobs Management For For
1.7 Elect Director Gregory G. Joseph Management For For
1.8 Elect Director Mary Beth Martin 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
 
AMERICAN INTERNATIONAL GROUP, INC.
MEETING DATE:  MAY 12, 2021
TICKER:  AIG       SECURITY ID:  026874784
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director James Cole, Jr. Management For For
1b Elect Director W. Don Cornwell Management For For
1c Elect Director Brian Duperreault Management For For
1d Elect Director John H. Fitzpatrick Management For For
1e Elect Director William G. Jurgensen Management For For
1f Elect Director Christopher S. Lynch Management For For
1g Elect Director Linda A. Mills Management For For
1h Elect Director Thomas F. Motamed Management For For
1i Elect Director Peter R. Porrino Management For For
1j Elect Director Amy L. Schioldager Management For For
1k Elect Director Douglas M. Steenland Management For For
1l Elect Director Therese M. Vaughan Management For For
1m Elect Director Peter S. Zaffino Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Approve Omnibus Stock Plan Management For For
4 Ratify PricewaterhouseCoopers LLP as Auditors Management For For
5 Reduce Ownership Threshold for Shareholders to Call Special Meeting Shareholder Against Against
 
AMERIS BANCORP
MEETING DATE:  JUN 10, 2021
TICKER:  ABCB       SECURITY ID:  03076K108
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director William I. Bowen, Jr. Management For For
1.2 Elect Director Rodney D. Bullard Management For For
1.3 Elect Director Wm. Millard Choate Management For For
1.4 Elect Director R. Dale Ezzell Management For For
1.5 Elect Director Leo J. Hill Management For For
1.6 Elect Director Daniel B. Jeter Management For For
1.7 Elect Director Robert P. Lynch Management For For
1.8 Elect Director Elizabeth A. McCague Management For For
1.9 Elect Director James B. Miller, Jr. Management For For
1.10 Elect Director Gloria A. O'Neal Management For For
1.11 Elect Director H. Palmer Proctor, Jr. Management For For
1.12 Elect Director William H. Stern Management For For
1.13 Elect Director Jimmy D. Veal Management For For
2 Ratify Crowe 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
 
ARTHUR J. GALLAGHER & CO.
MEETING DATE:  MAY 11, 2021
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 D. John Coldman Management For For
1d Elect Director J. Patrick Gallagher, Jr. Management For For
1e Elect Director David S. Johnson Management For For
1f Elect Director Kay W. McCurdy 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
 
ASSOCIATED BANC-CORP
MEETING DATE:  APR 27, 2021
TICKER:  ASB       SECURITY ID:  045487105
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director John F. Bergstrom Management For For
1.2 Elect Director Philip B. Flynn Management For For
1.3 Elect Director R. Jay Gerken Management For For
1.4 Elect Director Judith P. Greffin Management For For
1.5 Elect Director Michael J. Haddad Management For For
1.6 Elect Director Robert A. Jeffe Management For For
1.7 Elect Director Eileen A. Kamerick Management For For
1.8 Elect Director Gale E. Klappa Management For For
1.9 Elect Director Cory L. Nettles Management For For
1.10 Elect Director Karen T. van Lith Management For For
1.11 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 13, 2021
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 J. Braxton Carter Management For For
1d Elect Director Juan N. Cento Management For For
1e Elect Director Alan B. Colberg Management For For
1f Elect Director Harriet Edelman Management For For
1g Elect Director Lawrence V. Jackson Management For For
1h Elect Director Jean-Paul L. Montupet Management For For
1i Elect Director Debra J. Perry Management For For
1j Elect Director Ognjen (Ogi) Redzic Management For For
1k Elect Director Paul J. Reilly Management For For
1l 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 Amend Omnibus Stock Plan Management For For
 
BANK OF AMERICA CORPORATION
MEETING DATE:  APR 20, 2021
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 Susan S. Bies 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 Thomas J. May Management For For
1i Elect Director Brian T. Moynihan Management For For
1j Elect Director Lionel L. Nowell, III Management For For
1k Elect Director Denise L. Ramos Management For For
1l Elect Director Clayton S. Rose Management For For
1m Elect Director Michael D. White Management For For
1n Elect Director Thomas D. Woods Management For For
1o Elect Director R. David Yost Management For For
1p Elect Director Maria T. Zuber 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 Omnibus Stock Plan Management For For
5 Amend Proxy Access Right Shareholder Against Against
6 Provide Right to Act by Written Consent Shareholder Against Against
7 Approve Change in Organizational Form Shareholder Against Against
8 Request on Racial Equity Audit Shareholder Against Against
 
BANK OZK
MEETING DATE:  MAY 03, 2021
TICKER:  OZK       SECURITY ID:  06417N103
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Nicholas Brown Management For For
1.2 Elect Director Paula Cholmondeley Management For For
1,3 Elect Director Beverly Cole Management For For
1.4 Elect Director Robert East Management For For
1.5 Elect Director Kathleen Franklin Management For For
1.6 Elect Director Catherine B. Freedberg Management For For
1.7 Elect Director Jeffrey Gearhart Management For For
1.8 Elect Director George Gleason Management For For
1.9 Elect Director Peter Kenny Management For For
1.10 Elect Director William A. Koefoed, Jr. Management For For
1.11 Elect Director Christopher Orndorff Management For For
1.12 Elect Director Steven Sadoff Management For For
1.13 Elect Director Ross Whipple 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
 
BOK FINANCIAL CORPORATION
MEETING DATE:  MAY 04, 2021
TICKER:  BOKF       SECURITY ID:  05561Q201
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Alan S. Armstrong Management For Withhold
1.2 Elect Director C. Fred Ball, Jr. Management For For
1.3 Elect Director Steven Bangert Management For For
1.4 Elect Director Peter C. Boylan, III Management For For
1.5 Elect Director Steven G. Bradshaw Management For For
1.6 Elect Director Chester E. Cadieux, III Management For For
1.7 Elect Director John W. Coffey Management For For
1.8 Elect Director Joseph W. Craft, III Management For For
1.9 Elect Director Jack E. Finley Management For For
1.10 Elect Director David F. Griffin Management For For
1.11 Elect Director V. Burns Hargis Management For For
1.12 Elect Director Douglas D. Hawthorne Management For For
1.13 Elect Director Kimberley D. Henry Management For For
1.14 Elect Director E. Carey Joullian, IV Management For For
1.15 Elect Director George B. Kaiser Management For For
1.16 Elect Director Stanley A. Lybarger Management For For
1.17 Elect Director Steven J. Malcolm Management For For
1.18 Elect Director Steven E. Nell Management For For
1.19 Elect Director E.C. Richards Management For For
1.20 Elect Director Claudia San Pedro Management For For
1.21 Elect Director Michael C. Turpen Management For For
1.22 Elect Director Rose M. 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
 
BOLSA MEXICANA DE VALORES SAB DE CV
MEETING DATE:  APR 29, 2021
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 74.64 Million to Increase Legal Reserve Management For For
2.2 Approve Allocation of MXN 1.12 Billion to Reserve of Accumulated Earnings Pending to be Applied Management For For
3 Approve Cash Dividends of MXN 2.02 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 Eduardo Cepeda Fernandez as Director Management For For
4.2.c Elect or Ratify Carlos Bremer Gutierrez as Director Management For For
4.2.d Elect or Ratify Felipe Garcia-Moreno Rodriguez as Director Management For For
4.2.e Elect or Ratify Francisco Gil Diaz as Director Management For For
4.2.f Elect or Ratify Alfonso Gonzalez Migoya 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 Ernesto Ortega Arellano as Director Management For For
4.2.i Elect or Ratify Tania Ortiz Mena Lopez Negrete as Director Management For For
4.2.j Elect or Ratify Eduardo Osuna Osuna as Director Management For For
4.2.k Elect or Ratify Clemente Ismael Reyes-Retana Valdes as Director Management For For
4.2.l Elect or Ratify Fernando Ruiz Sahagun 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 Hector Blas Grisi Checa as Alternate Director Management For For
4.2.s Elect or Ratify Claudia Janez Sanchez as Alternate Director Management For For
4.2.t Elect or Ratify Lourdes Melgar Palacios as Alternate Director Management For For
4.2.u Elect or Ratify Marcos Ramirez Miguel as Alternate Director Management For For
4.2.w Elect or Ratify Alvaro Vaqueiro Ussel as Alternate Director Management For For
4.3 Approve Any Alternate Director Can Replace Director Management For For
4.4 Approve Independence Classification of Independent Directors Management For For
4.5 Accept Resignation of Each Person Who do not Ratify themselves as Director Management For For
4.6 Ratify Marcos Alejandro Martinez Gavica as Board Chairman Management For For
4.7 Ratify Rafael Robles Miaja as Secretary of Board Management For For
4.8 Ratify Maria Luisa Petricioli Castellon as Deputy Secretary of Board Management For For
4.9 Ratify Oscar Aguirre Hernandez as Statutory Auditor Management For For
4.10 Ratify Alfonso Gonzalez Migoya as Chairman and Member of Audit Committee Management For For
4.11 Ratify Fernando Ruiz Sahagun as Member of Audit Committee Management For For
4.12 Ratify Clemente Ismael Reyes-Retana Valdes as Member of Audit Committee Management For For
4.13 Ratify Marcos Alejandro Martinez Gavica as Member of Audit Committee Management For For
4.14 Ratify Alfonso Gonzalez Migoya as Chairman and Member of Corporate Practices Committee Management For For
4.15 Ratify Fernando Ruiz Sahagun as Member of Corporate Practices Committee Management For For
4.16 Ratify Tania Ortiz Mena Lopez Negrete as Member of Corporate Practices Committee Management For For
4.17 Ratify Marcos Alejandro Martinez Gavica as Member of Corporate Practices Committee Management For For
4.18 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 25,000 Management For For
6.1 Approve Report of Policies Related to Repurchase of Shares Management For For
6.2 Approve Report on Company Has 503,336 Series A Class I Repurchase Shares Management For For
7.1 Set Amount of Share Repurchase Reserve at MXN 900 Million 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:  JUN 11, 2021
TICKER:  BAM.A       SECURITY ID:  112585104
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director M. Elyse Allan Management For For
1.2 Elect Director Angela F. Braly Management For For
1.3 Elect Director Janice Fukakusa Management For For
1.4 Elect Director Maureen Kempston Darkes Management For For
1.5 Elect Director Frank J. McKenna Management For For
1.6 Elect Director Hutham S. Olayan Management For For
1.7 Elect Director Seek Ngee Huat Management For For
1.8 Elect Director Diana L. Taylor Management For For
2 Approve Deloitte LLP as Auditors and Authorize Board to Fix Their Remuneration Management For For
3 Advisory Vote on Executive Compensation Approach Management For For
 
CADENCE BANCORPORATION
MEETING DATE:  MAY 06, 2021
TICKER:  CADE       SECURITY ID:  12739A100
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Paul B. Murphy, Jr. Management For For
1.2 Elect Director Precious W. Owodunni Management For For
1.3 Elect Director Marc J. Shapiro Management For For
1.4 Elect Director J. Thomas Wiley, Jr. 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
 
CANNAE HOLDINGS, INC.
MEETING DATE:  JUN 23, 2021
TICKER:  CNNE       SECURITY ID:  13765N107
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director William P. Foley, II Management For Withhold
1.2 Elect Director David Aung Management For For
1.3 Elect Director Frank R. Martire Management For Withhold
1.4 Elect Director Richard N. Massey 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 06, 2021
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 Ann Fritz Hackett Management For For
1d Elect Director Peter Thomas Killalea Management For For
1e Elect Director Cornelis "Eli" Leenaars Management For For
1f Elect Director Francois Locoh-Donou Management For For
1g Elect Director Peter E. Raskind Management For For
1h Elect Director Eileen Serra Management For For
1i Elect Director Mayo A. Shattuck, III Management For For
1j Elect Director Bradford H. Warner Management For For
1k Elect Director Catherine G. West Management For For
1l Elect Director Craig Anthony Williams 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
 
CBOE GLOBAL MARKETS, INC.
MEETING DATE:  MAY 13, 2021
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 Eugene S. Sunshine Management For For
1c Elect Director William M. Farrow, III Management For For
1d Elect Director Edward J. Fitzpatrick Management For For
1e Elect Director Ivan K. Fong Management For For
1f Elect Director Janet P. Froetscher Management For For
1g Elect Director Jill R. Goodman Management For For
1h Elect Director Alexander J. Matturri, Jr. Management For For
1i Elect Director Jennifer J. McPeek Management For For
1j Elect Director Roderick A. Palmore Management For For
1k Elect Director James E. Parisi Management For For
1l Elect Director Joseph P. Ratterman Management For For
1m Elect Director Jill E. Sommers Management For For
1n Elect Director Fredric J. Tomczyk Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Ratify KPMG LLP as Auditors Management For For
 
CHUBB LIMITED
MEETING DATE:  MAY 20, 2021
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 Sheila P. Burke Management For For
5.5 Elect Director Mary Cirillo Management For For
5.6 Elect Director Robert J. Hugin Management For For
5.7 Elect Director Robert W. Scully Management For For
5.8 Elect Director Eugene B. Shanks, Jr. Management For For
5.9 Elect Director Theodore E. Shasta Management For For
5.10 Elect Director David H. Sidwell Management For For
5.11 Elect Director Olivier Steimer Management For For
5.12 Elect Director Luis Tellez 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 Mary Cirillo 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 Amend Omnibus Stock Plan Management For For
10 Approve CHF 86,557,222.50 Reduction in Share Capital via Cancellation in Nominal Value of CHF 24.15 each Management For For
11.1 Approve the Maximum Aggregate Remuneration of Directors Management For For
11.2 Approve Remuneration of Executive Management in the Amount of USD 48 Million for Fiscal 2022 Management For For
12 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
13 Transact Other Business (Voting) Management For Against
 
CITIGROUP INC.
MEETING DATE:  APR 27, 2021
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 Lew W. (Jay) Jacobs, IV Management For For
1j Elect Director Renee J. James Management For For
1k Elect Director Gary M. Reiner Management For For
1l Elect Director Diana L. Taylor Management For For
1m Elect Director James S. Turley Management For For
1n Elect Director Deborah C. Wright Management For For
1o Elect Director Alexander R. Wynaendts Management For For
1p Elect Director Ernesto Zedillo Ponce de Leon 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 Amend Proxy Access Right Shareholder Against Against
6 Require Independent Board Chair Shareholder Against Against
7 Adopt a Policy to Include Non-Management Employees as Prospective Director Candidates Shareholder Against Against
8 Report on Lobbying Payments and Policy Shareholder Against Against
9 Report on Racial Equity Audit Shareholder Against Against
10 Amend Certificate of Incorporation to Become a Public Benefit Corporation Shareholder Against Against
 
CNO FINANCIAL GROUP, INC.
MEETING DATE:  MAY 07, 2021
TICKER:  CNO       SECURITY ID:  12621E103
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Gary C. Bhojwani Management For For
1b Elect Director Ellyn L. Brown Management For For
1c Elect Director Stephen N. David Management For For
1d Elect Director David B. Foss Management For For
1e Elect Director Robert C. Greving Management For For
1f Elect Director Mary R. (Nina) Henderson Management For For
1g Elect Director Daniel R. Maurer Management For For
1h Elect Director Chetlur S. Ragavan Management For For
1i Elect Director Steven E. Shebik Management For For
1j Elect Director Frederick J. Sievert Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Amend NOL Rights Plan (NOL Pill) Management For Against
4 Ratify PricewaterhouseCoopers LLP as Auditors Management For For
 
COMPUTER SERVICES, INC.
MEETING DATE:  JUL 09, 2020
TICKER:  CSVI       SECURITY ID:  20539A105
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Dana Bowers Management For For
1.2 Elect Director Kristin R. Muhlner Management For For
2 Ratify BKD, LLP as Auditors Management For For
 
DUN & BRADSTREET HOLDINGS, INC.
MEETING DATE:  JUN 17, 2021
TICKER:  DNB       SECURITY ID:  26484T106
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Anthony M. Jabbour Management For Withhold
1.2 Elect Director Douglas K. Ammerman Management For Withhold
1.3 Elect Director Keith J. Jackson 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
 
EAST WEST BANCORP, INC.
MEETING DATE:  MAY 27, 2021
TICKER:  EWBC       SECURITY ID:  27579R104
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Molly Campbell Management For For
1.2 Elect Director Iris S. Chan Management For For
1.3 Elect Director Archana Deskus Management For For
1.4 Elect Director Rudolph I. Estrada Management For For
1.5 Elect Director Paul H. Irving Management For For
1.6 Elect Director Jack C. Liu Management For For
1.7 Elect Director Dominic Ng Management For For
1.8 Elect Director Lester M. Sussman 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 KPMG LLP as Auditors Management For For
 
EQUIFAX INC.
MEETING DATE:  MAY 06, 2021
TICKER:  EFX       SECURITY ID:  294429105
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Mark W. Begor Management For For
1b Elect Director Mark L. Feidler Management For For
1c Elect Director G. Thomas Hough Management For For
1d Elect Director Robert D. Marcus Management For For
1e Elect Director Scott A. McGregor Management For For
1f Elect Director John A. McKinley Management For For
1g Elect Director Robert W. Selander Management For For
1h Elect Director Melissa D. Smith Management For For
1i Elect Director Audrey Boone Tillman Management For For
1j Elect Director Heather H. Wilson 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
 
ESSENT GROUP LTD.
MEETING DATE:  MAY 05, 2021
TICKER:  ESNT       SECURITY ID:  G3198U102
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Jane P. Chwick Management For For
1.2 Elect Director Aditya Dutt Management For For
1.3 Elect Director Roy J. Kasmar 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 Against
 
FIDELITY NATIONAL INFORMATION SERVICES, INC.
MEETING DATE:  MAY 19, 2021
TICKER:  FIS       SECURITY ID:  31620M106
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Ellen R. Alemany Management For For
1b Elect Director Jeffrey A. Goldstein Management For For
1c Elect Director Lisa A. Hook Management For For
1d Elect Director Keith W. Hughes Management For For
1e Elect Director Gary L. Lauer Management For For
1f Elect Director Gary A. Norcross Management For For
1g Elect Director Louise M. Parent Management For For
1h Elect Director Brian T. Shea Management For For
1i Elect Director James B. Stallings, Jr. Management For For
1j Elect Director Jeffrey E. Stiefler Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Ratify KPMG LLP as Auditors Management For For
 
FIRST AMERICAN FINANCIAL CORPORATION
MEETING DATE:  MAY 11, 2021
TICKER:  FAF       SECURITY ID:  31847R102
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Dennis J. Gilmore Management For For
1.2 Elect Director Margaret M. McCarthy Management For For
1.3 Elect Director Martha B. Wyrsch Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Ratify PricewaterhouseCoopers LLP as Auditor Management For For
 
FIRST HORIZON CORPORATION
MEETING DATE:  APR 27, 2021
TICKER:  FHN       SECURITY ID:  320517105
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Harry V. Barton, Jr. Management For For
1.2 Elect Director Kenneth A. Burdick Management For For
1.3 Elect Director Daryl G. Byrd Management For For
1.4 Elect Director John N. Casbon Management For For
1.5 Elect Director John C. Compton Management For For
1.6 Elect Director Wendy P. Davidson Management For For
1.7 Elect Director William H. Fenstermaker Management For For
1.8 Elect Director D. Bryan Jordan Management For For
1.9 Elect Director J. Michael Kemp, Sr. Management For For
1.10 Elect Director Rick E. Maples Management For For
1.11 Elect Director Vicki R. Palmer Management For For
1.12 Elect Director Colin V. Reed Management For For
1.13 Elect Director E. Stewart Shea, III Management For For
1.14 Elect Director Cecelia D. Stewart Management For For
1.15 Elect Director Rajesh Subramaniam Management For For
1.16 Elect Director Rosa Sugranes Management For For
1.17 Elect Director R. Eugene Taylor Management For For
2 Approve Omnibus Stock Plan Management For For
3 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
4 Ratify KPMG LLP as Auditors Management For For
 
FIRST INTERSTATE BANCSYSTEM, INC.
MEETING DATE:  MAY 26, 2021
TICKER:  FIBK       SECURITY ID:  32055Y201
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director John M. Heyneman, Jr. Management For For
1.2 Elect Director David L. Jahnke Management For For
1.3 Elect Director Ross E. Leckie Management For For
1.4 Elect Director Kevin P. Riley Management For For
1.5 Elect Director James R. Scott Management For For
2 Elect Stephen B. Bowman and Joyce A. Phillips as Directors Management For For
3 Ratify RSM US LLP as Auditors Management For For
4 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
 
GREAT WESTERN BANCORP, INC.
MEETING DATE:  FEB 09, 2021
TICKER:  GWB       SECURITY ID:  391416104
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director James Brannen Management For For
1.2 Elect Director Thomas Henning Management For For
1.3 Elect Director Daniel Rykhus Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For Against
3 Amend Omnibus Stock Plan Management For For
4 Amend Non-Employee Director Omnibus Stock Plan Management For For
5 Ratify Ernst & Young LLP as Auditors Management For For
 
HISCOX LTD.
MEETING DATE:  MAY 13, 2021
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 Report Management For For
3 Re-elect Robert Childs as Director Management For For
4 Re-elect Caroline Foulger as Director Management For For
5 Re-elect Michael Goodwin as Director Management For For
6 Re-elect Thomas Hurlimann as Director Management For For
7 Re-elect Hamayou Akbar Hussain as Director Management For For
8 Re-elect Colin Keogh as Director Management For For
9 Re-elect Anne MacDonald as Director Management For For
10 Re-elect Bronislaw Masojada as Director Management For For
11 Re-elect Constantinos Miranthis as Director Management For For
12 Re-elect Joanne Musselle as Director Management For For
13 Re-elect Lynn Pike as Director Management For For
14 Reappoint PricewaterhouseCoopers Ltd as Auditors Management For For
15 Authorise the Audit Committee to Fix Remuneration of Auditors 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 Other Capital Investment Management For For
19 Authorise Market Purchase of Ordinary Shares Management For For
 
HUNTINGTON BANCSHARES INCORPORATED
MEETING DATE:  MAR 25, 2021
TICKER:  HBAN       SECURITY ID:  446150104
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 Adjourn Meeting Management For For
 
HUNTINGTON BANCSHARES INCORPORATED
MEETING DATE:  APR 21, 2021
TICKER:  HBAN       SECURITY ID:  446150104
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Lizabeth Ardisana Management For For
1.2 Elect Director Alanna Y. Cotton Management For For
1.3 Elect Director Ann B. (Tanny) Crane Management For For
1.4 Elect Director Robert S. Cubbin Management For For
1.5 Elect Director Steven G. Elliott Management For For
1.6 Elect Director Gina D. France Management For For
1.7 Elect Director J. Michael Hochschwender Management For For
1.8 Elect Director John C. (Chris) Inglis Management For For
1.9 Elect Director Katherine M. A. (Allie) Kline Management For For
1.10 Elect Director Richard W. Neu Management For For
1.11 Elect Director Kenneth J. Phelan Management For For
1.12 Elect Director David L. Porteous Management For For
1.13 Elect Director Stephen D. Steinour Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Ratify PricewaterhouseCoopers LLP as Auditor Management For For
4 Amend Omnibus Stock Plan Management For For
 
KEMPER CORPORATION
MEETING DATE:  MAY 05, 2021
TICKER:  KMPR       SECURITY ID:  488401100
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Teresa A. Canida Management For For
1b Elect Director George N. Cochran Management For For
1c Elect Director Kathleen M. Cronin Management For For
1d Elect Director Lacy M. Johnson Management For For
1e Elect Director Robert J. Joyce Management For For
1f Elect Director Joseph P. Lacher, Jr. Management For For
1g Elect Director Gerald Laderman Management For For
1h Elect Director Stuart B. Parker Management For For
1i Elect Director Christopher B. Sarofim Management For For
1j Elect Director David P. Storch Management For For
1k Elect Director Susan D. Whiting 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
 
KEYCORP
MEETING DATE:  MAY 13, 2021
TICKER:  KEY       SECURITY ID:  493267108
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Bruce D. Broussard Management For For
1.2 Elect Director Alexander M. Cutler Management For For
1.3 Elect Director H. James Dallas Management For For
1.4 Elect Director Elizabeth R. Gile Management For For
1.5 Elect Director Ruth Ann M. Gillis Management For For
1.6 Elect Director Christopher M. Gorman Management For For
1.7 Elect Director Robin N. Hayes Management For For
1.8 Elect Director Carlton L. Highsmith Management For For
1.9 Elect Director Richard J. Hipple Management For For
1.10 Elect Director Devina A. Rankin Management For For
1.11 Elect Director Barbara R. Snyder 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 Auditor Management For For
3 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
4 Amend Nonqualified Employee Stock Purchase Plan Management For For
5 Reduce Ownership Threshold for Shareholders to Call Special Meeting Management For For
 
LAZARD LTD
MEETING DATE:  APR 29, 2021
TICKER:  LAZ       SECURITY ID:  G54050102
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Ann-Kristin Achleitner Management For For
1.2 Elect Director Andrew M. Alper Management For For
1.3 Elect Director Ashish Bhutani Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Amend Omnibus Stock Plan Management For For
4 Approve Deloitte & Touche LLP as Auditors and Authorize Board to Fix Their Remuneration Management For For
 
M&T BANK CORPORATION
MEETING DATE:  APR 20, 2021
TICKER:  MTB       SECURITY ID:  55261F104
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director C. Angela Bontempo Management For For
1.2 Elect Director Robert T. Brady Management For For
1.3 Elect Director Calvin G. Butler, Jr. Management For For
1.4 Elect Director T. Jefferson Cunningham, III Management For For
1.5 Elect Director Gary N. Geisel Management For For
1.6 Elect Director Leslie V. Godridge Management For For
1.7 Elect Director Richard S. Gold Management For For
1.8 Elect Director Richard A. Grossi 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 Newton P.S. Merrill Management For For
1.12 Elect Director Kevin J. Pearson Management For For
1.13 Elect Director Melinda R. Rich Management For For
1.14 Elect Director Robert E. Sadler, Jr. Management For For
1.15 Elect Director Denis J. Salamone Management For For
1.16 Elect Director John R. Scannell Management For For
1.17 Elect Director David S. Scharfstein Management For For
1.18 Elect Director Rudina Seseri Management For For
1.19 Elect Director Herbert L. Washington Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Ratify PricewaterhouseCoopers LLP as Auditors Management For For
 
M&T BANK CORPORATION
MEETING DATE:  MAY 25, 2021
TICKER:  MTB       SECURITY ID:  55261F104
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1 Increase Authorized Preferred Stock Management For For
2 Issue Shares in Connection with Merger Management For For
3 Adjourn Meeting Management For For
 
METLIFE, INC.
MEETING DATE:  JUN 15, 2021
TICKER:  MET       SECURITY ID:  59156R108
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Cheryl W. Grise Management For For
1b Elect Director Carlos M. Gutierrez Management For For
1c Elect Director Gerald L. Hassell Management For For
1d Elect Director David L. Herzog Management For For
1e Elect Director R. Glenn Hubbard Management For For
1f Elect Director Edward J. Kelly, III Management For For
1g Elect Director William E. Kennard Management For For
1h Elect Director Michel A. Khalaf Management For For
1i Elect Director Catherine R. Kinney Management For For
1j Elect Director Diana L. McKenzie Management For For
1k Elect Director Denise M. Morrison Management For For
1l Elect Director Mark A. Weinberger 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
 
MGIC INVESTMENT CORPORATION
MEETING DATE:  APR 29, 2021
TICKER:  MTG       SECURITY ID:  552848103
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Analisa M. Allen Management For For
1.2 Elect Director Daniel A. Arrigoni Management For For
1.3 Elect Director C. Edward Chaplin Management For For
1.4 Elect Director Curt S. Culver Management For For
1.5 Elect Director Jay C. Hartzell Management For For
1.6 Elect Director Timothy A. Holt Management For For
1.7 Elect Director Jodeen A. Kozlak Management For For
1.8 Elect Director Michael E. Lehman Management For For
1.9 Elect Director Melissa B. Lora Management For For
1.10 Elect Director Timothy J. Mattke Management For For
1.11 Elect Director Gary A. Poliner Management For For
1.12 Elect Director Sheryl L. Sculley Management For For
1.13 Elect Director Mark M. Zandi Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Ratify PricewaterhouseCoopers LLP as Auditors Management For For
 
MORGAN STANLEY
MEETING DATE:  MAY 20, 2021
TICKER:  MS       SECURITY ID:  617446448
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Elizabeth Corley Management For For
1b Elect Director Alistair Darling Management For For
1c Elect Director Thomas H. Glocer Management For For
1d Elect Director James P. Gorman Management For For
1e Elect Director Robert H. Herz Management For For
1f Elect Director Nobuyuki Hirano Management For For
1g Elect Director Hironori Kamezawa Management For For
1h Elect Director Shelley B. Leibowitz Management For For
1i Elect Director Stephen J. Luczo Management For For
1j Elect Director Jami Miscik 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 Amend Omnibus Stock Plan Management For For
 
NAVIENT CORPORATION
MEETING DATE:  MAY 20, 2021
TICKER:  NAVI       SECURITY ID:  63938C108
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Frederick Arnold Management For For
1b Elect Director Anna Escobedo Cabral Management For For
1c Elect Director Larry A. Klane Management For For
1d Elect Director Katherine A. Lehman Management For For
1e Elect Director Linda A. Mills Management For For
1f Elect Director John (Jack) F. Remondi Management For For
1g Elect Director Jane J. Thompson Management For For
1h Elect Director Laura S. Unger Management For For
1i Elect Director David L. Yowan Management For For
2 Ratify KPMG LLP as Auditors Management For For
3 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
 
NMI HOLDINGS, INC.
MEETING DATE:  MAY 13, 2021
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 Claudia J. Merkle 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 20, 2021
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 Thomas E. Richards Management For For
1j Elect Director Martin P. Slark Management For For
1k Elect Director David H. B. Smith, Jr. Management For For
1l Elect Director Donald Thompson Management For For
1m Elect Director Charles A. Tribbett, III Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Ratify KPMG LLP as Auditors Management For For
 
OLD REPUBLIC INTERNATIONAL CORPORATION
MEETING DATE:  MAY 28, 2021
TICKER:  ORI       SECURITY ID:  680223104
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Michael D. Kennedy Management For For
1.2 Elect Director Spencer LeRoy, III Management For For
1.3 Elect Director Peter B. McNitt Management For For
1.4 Elect Director Steven R. Walker Management For For
2 Ratify KPMG LLP as Auditors Management For For
3 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
 
ONEMAIN HOLDINGS, INC.
MEETING DATE:  MAY 25, 2021
TICKER:  OMF       SECURITY ID:  68268W103
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Lisa Green Hall Management For For
1.2 Elect Director Matthew R. Michelini Management For For
1.3 Elect Director Douglas H. Shulman Management For For
2 Approve Qualified Employee Stock Purchase Plan Management For For
3 Ratify PricewaterhouseCoopers LLP as Auditors Management For For
 
PACWEST BANCORP
MEETING DATE:  MAY 11, 2021
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 Susan E. Lester Management For For
1g Elect Director Roger H. Molvar Management For For
1h Elect Director Daniel B. Platt Management For For
1i Elect Director Robert A. Stine 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 Amend Omnibus Stock Plan Management For For
4 Ratify KPMG LLP as Auditors Management For For
 
PEOPLE'S UNITED FINANCIAL, INC.
MEETING DATE:  MAY 25, 2021
TICKER:  PBCT       SECURITY ID:  712704105
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
 
PIRAEUS FINANCIAL HOLDINGS SA
MEETING DATE:  JUN 22, 2021
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 Ratify Auditors Management For For
4 Receive Information on Activities of the Audit Committee Management None None
5 Approve Director Remuneration Management For For
6 Advisory Vote on Remuneration Report Management For For
7 Amend Remuneration Policy Management For For
8 Approve Severance Policy Management For For
9 Approve Suitability Policy for Directors Management For For
10 Approve Treatment of Net Loss Management For For
11 Approve Share Capital Reduction via Decrease in Par Value Management For For
12 Authorize Board to Participate in Companies with Similar Business Interests Management For For
13 Other Business Management For Against
 
PRIMERICA, INC.
MEETING DATE:  MAY 12, 2021
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 P. George Benson Management For For
1d Elect Director C. Saxby Chambliss Management For For
1e Elect Director Gary L. Crittenden Management For For
1f Elect Director Cynthia N. Day Management For For
1g Elect Director Sanjeev Dheer Management For For
1h Elect Director Beatriz R. Perez Management For For
1i Elect Director D. Richard Williams Management For For
1j Elect Director Glenn J. Williams Management For For
1k Elect Director Barbara A. Yastine Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Ratify KPMG LLP as Auditor Management For For
 
RADIAN GROUP INC.
MEETING DATE:  MAY 12, 2021
TICKER:  RDN       SECURITY ID:  750236101
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Herbert Wender Management For For
1b Elect Director Brad L. Conner Management For For
1c Elect Director Howard B. Culang Management For For
1d Elect Director Debra Hess Management For For
1e Elect Director Lisa W. Hess Management For For
1f Elect Director Lisa Mumford Management For For
1g Elect Director Gaetano Muzio Management For For
1h Elect Director Gregory V. Serio Management For For
1i Elect Director Noel J. Spiegel Management For For
1j Elect Director Richard G. Thornberry Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Approve Omnibus Stock Plan Management For For
4 Ratify PricewaterhouseCoopers LLP as Auditors Management For For
 
RAYMOND JAMES FINANCIAL, INC.
MEETING DATE:  FEB 18, 2021
TICKER:  RJF       SECURITY ID:  754730109
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Charles G. von Arentschildt Management For For
1b Elect Director Marlene Debel Management For For
1c Elect Director Robert M. Dutkowsky Management For For
1d Elect Director Jeffrey N. Edwards Management For For
1e Elect Director Benjamin C. Esty Management For For
1f Elect Director Anne Gates Management For For
1g Elect Director Francis S. Godbold Management For For
1h Elect Director Thomas A. James Management For For
1i Elect Director Gordon L. Johnson Management For For
1j Elect Director Roderick C. McGeary Management For For
1k Elect Director Paul C. Reilly Management For For
1l Elect Director Raj Seshadri Management For For
1m Elect Director Susan N. Story Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Ratify KPMG LLP as Auditors Management For For
 
REINSURANCE GROUP OF AMERICA, INCORPORATED
MEETING DATE:  MAY 19, 2021
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 Christine R. Detrick Management For For
1c Elect Director J. Cliff Eason Management For For
1d Elect Director John J. Gauthier Management For For
1e Elect Director Patricia L. Guinn Management For For
1f Elect Director Anna Manning Management For For
1g Elect Director Hazel M. McNeilage Management For For
1h Elect Director Stephen O'Hearn Management For For
1i Elect Director Frederick J. Sievert Management For For
1j Elect Director Shundrawn Thomas Management For For
1k Elect Director Stanley B. Tulin Management For For
1l Elect Director Steven C. Van Wyk Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Amend Omnibus Stock Plan Management For For
4 Amend Non-Employee Director Omnibus Stock Plan Management For For
5 Amend Non-Employee Director Stock Awards in Lieu of Cash Management For For
6 Ratify Deloitte & Touche LLP as Auditors Management For For
 
RENAISSANCERE HOLDINGS LTD.
MEETING DATE:  MAY 05, 2021
TICKER:  RNR       SECURITY ID:  G7496G103
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Brian G. J. Gray Management For For
1b Elect Director Duncan P. Hennes Management For For
1c Elect Director Kevin J. O'Donnell Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Approve Ernst & Young Ltd. as Auditors and Authorize Board to Fix Their Remuneration Management For For
 
SIGNATURE BANK
MEETING DATE:  APR 22, 2021
TICKER:  SBNY       SECURITY ID:  82669G104
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Kathryn A. Byrne Management For For
1.2 Elect Director Maggie Timoney Management For For
1.3 Elect Director George Tsunis 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 Authorize Share Repurchase Program Management For For
5 Increase Authorized Common Stock Management For For
6 Amend Omnibus Stock Plan Management For For
 
SLM CORPORATION
MEETING DATE:  JUN 08, 2021
TICKER:  SLM       SECURITY ID:  78442P106
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Paul G. Child Management For For
1b Elect Director Mary Carter Warren Franke Management For For
1c Elect Director Marianne M. Keler Management For For
1d Elect Director Mark L. Lavelle Management For For
1e Elect Director Ted Manvitz Management For For
1f Elect Director Jim Matheson Management For For
1g Elect Director Frank C. Puleo Management For For
1h Elect Director Vivian C. Schneck-Last Management For For
1i Elect Director William N. Shiebler Management For For
1j Elect Director Robert S. Strong Management For For
1k Elect Director Jonathan W. Witter Management For For
1l Elect Director Kirsten O. Wolberg Management For For
2 Approve Omnibus Stock Plan Management For For
3 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
4 Ratify KPMG LLP as Auditors Management For For
 
STATE STREET CORPORATION
MEETING DATE:  MAY 19, 2021
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 Amelia C. Fawcett Management For For
1d Elect Director William C. Freda Management For For
1e Elect Director Sara Mathew Management For For
1f Elect Director William L. Meaney Management For For
1g Elect Director Ronald P. O'Hanley Management For For
1h Elect Director Sean O'Sullivan Management For For
1i Elect Director Julio A. Portalatin Management For For
1j Elect Director John B. Rhea Management For For
1k Elect Director Richard P. Sergel 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 Ratify Ernst & Young LLP as Auditors Management For For
4 Report on Racial Equity Audit Shareholder Against Against
 
THE BANK OF NEW YORK MELLON CORPORATION
MEETING DATE:  APR 13, 2021
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 Thomas P. "Todd" Gibbons Management For For
1d Elect Director M. Amy Gilliland Management For For
1e Elect Director Jeffrey A. Goldstein Management For For
1f Elect Director K. Guru Gowrappan Management For For
1g Elect Director Ralph Izzo Management For For
1h Elect Director Edmund F. "Ted" Kelly Management For For
1i Elect Director Elizabeth E. Robinson Management For For
1j Elect Director Samuel C. Scott, III Management For For
1k Elect Director Frederick O. Terrell Management For For
1l Elect Director Alfred W. "AI" Zollar 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 Reduce Ownership Threshold for Shareholders to Request Action by Written Consent Shareholder Against Against
 
THE CARLYLE GROUP INC.
MEETING DATE:  JUN 01, 2021
TICKER:  CG       SECURITY ID:  14316J108
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Daniel A. D'Aniello Management For For
1.2 Elect Director Peter J. Clare Management For For
1.3 Elect Director Thomas S. Robertson Management For For
1.4 Elect Director William J. Shaw Management For For
2 Ratify Ernst & Young 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
 
THE HARTFORD FINANCIAL SERVICES GROUP, INC.
MEETING DATE:  MAY 19, 2021
TICKER:  HIG       SECURITY ID:  416515104
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Robert B. Allardice, III Management For For
1b Elect Director Larry D. De Shon Management For For
1c Elect Director Carlos Dominguez Management For For
1d Elect Director Trevor Fetter Management For For
1e Elect Director Donna James Management For For
1f Elect Director Kathryn A. Mikells Management For For
1g Elect Director Michael G. Morris Management For For
1h Elect Director Teresa W. Roseborough Management For For
1i Elect Director Virginia P. Ruesterholz Management For For
1j Elect Director Christopher J. Swift Management For For
1k Elect Director Matthew E. Winter Management For For
1l 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
 
THE PNC FINANCIAL SERVICES GROUP, INC.
MEETING DATE:  APR 27, 2021
TICKER:  PNC       SECURITY ID:  693475105
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Joseph Alvarado Management For For
1b Elect Director Charles E. Bunch Management For For
1c Elect Director Debra A. Cafaro Management For For
1d Elect Director Marjorie Rodgers Cheshire Management For For
1e Elect Director David L. Cohen Management For For
1f Elect Director William S. Demchak Management For For
1g Elect Director Andrew T. Feldstein Management For For
1h Elect Director Richard J. Harshman Management For For
1i Elect Director Daniel R. Hesse Management For For
1j Elect Director Linda R. Medler Management For For
1k Elect Director Martin Pfinsgraff Management For For
1l Elect Director Toni Townes-Whitley Management For For
1m Elect Director Michael J. Ward 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 Risk Management and Nuclear Weapon Industry Shareholder Against Against
 
THE TRAVELERS COMPANIES, INC.
MEETING DATE:  MAY 20, 2021
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 Patricia L. Higgins Management For For
1d Elect Director William J. Kane Management For For
1e Elect Director Thomas B. Leonardi Management For For
1f Elect Director Clarence Otis, Jr. Management For For
1g Elect Director Elizabeth E. Robinson Management For For
1h Elect Director Philip T. (Pete) Ruegger, III Management For For
1i Elect Director Todd C. Schermerhorn Management For For
1j Elect Director Alan D. Schnitzer Management For For
1k Elect Director Laurie J. Thomsen 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
 
U.S. BANCORP
MEETING DATE:  APR 20, 2021
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 Kimberly N. Ellison-Taylor Management For For
1f Elect Director Kimberly J. Harris Management For For
1g Elect Director Roland A. Hernandez Management For For
1h Elect Director Olivia F. Kirtley Management For For
1i Elect Director Karen S. Lynch Management For For
1j Elect Director Richard P. McKenney Management For For
1k Elect Director Yusuf I. Mehdi Management For For
1l Elect Director John P. Wiehoff Management For For
1m Elect Director Scott W. Wine 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
 
VIRTU FINANCIAL, INC.
MEETING DATE:  JUN 03, 2021
TICKER:  VIRT       SECURITY ID:  928254101
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Virginia Gambale Management For For
1.2 Elect Director John D. Nixon Management For For
1.3 Elect Director David J. Urban Management For For
1.4 Elect Director Michael T. Viola Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Ratify PricewaterhouseCoopers LLP as Auditors Management For For
 
VISA INC.
MEETING DATE:  JAN 26, 2021
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 Mary B. Cranston 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 John F. Lundgren Management For For
1g Elect Director Robert W. Matschullat Management For For
1h Elect Director Denise M. Morrison Management For For
1i Elect Director Suzanne Nora Johnson Management For For
1j Elect Director Linda J. Rendle Management For For
1k Elect Director John A. C. Swainson Management For For
1l Elect Director Maynard G. Webb, Jr. 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
5 Provide Holders of At Least 15% Class A Common Stock Right to Call Special Meeting Management For For
6 Provide Right to Act by Written Consent Shareholder Against Against
7 Amend Principles of Executive Compensation Program Shareholder Against Against
 
WELLS FARGO & COMPANY
MEETING DATE:  APR 27, 2021
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 Wayne M. Hewett Management For For
1f Elect Director Maria R. Morris Management For For
1g Elect Director Charles H. Noski Management For For
1h Elect Director Richard B. Payne, Jr. Management For For
1i Elect Director Juan A. Pujadas Management For For
1j Elect Director Ronald L. Sargent Management For For
1k Elect Director Charles W. Scharf Management For For
1l Elect Director Suzanne M. Vautrinot 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 Proxy Access Right Shareholder Against Against
5 Amend Certificate of Incorporation to Become a Delaware Public Benefit Corporation Shareholder Against Against
6 Report on Incentive-Based Compensation and Risks of Material Losses Shareholder Against Against
7 Report on Racial Equity Audit Shareholder Against Against
 
WESBANCO, INC.
MEETING DATE:  APR 21, 2021
TICKER:  WSBC       SECURITY ID:  950810101
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director James W. Cornelsen Management For For
1.2 Elect Director Robert J. Fitzsimmons Management For For
1.3 Elect Director D. Bruce Knox Management For For
1.4 Elect Director Gary L. Libs Management For For
1.5 Elect Director Reed J. Tanner 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
 
WILLIS TOWERS WATSON PUBLIC LIMITED COMPANY
MEETING DATE:  AUG 26, 2020
TICKER:  WLTW       SECURITY ID:  G96629111
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1 Approve Scheme of Arrangement Management For For
 
WILLIS TOWERS WATSON PUBLIC LIMITED COMPANY
MEETING DATE:  AUG 26, 2020
TICKER:  WLTW       SECURITY ID:  G96629103
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1 Approve Scheme of Arrangement Management For For
2 Amend Articles Management For For
3 Advisory Vote on Golden Parachutes Management For For
4 Adjourn Meeting Management For For
 
WILLIS TOWERS WATSON PUBLIC LIMITED COMPANY
MEETING DATE:  MAY 11, 2021
TICKER:  WLTW       SECURITY ID:  G96629103
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Anna C. Catalano Management For For
1b Elect Director Victor F. Ganzi Management For For
1c Elect Director John J. Haley Management For For
1d Elect Director Wendy E. Lane Management For For
1e Elect Director Brendan R. O'Neill Management For For
1f Elect Director Jaymin B. Patel Management For For
1g Elect Director Linda D. Rabbitt Management For For
1h Elect Director Paul D. Thomas Management For For
1i Elect Director Wilhelm Zeller Management For For
2 Ratify the Appointment of Deloitte & Touche LLP as Auditor and Deloitte Ireland LLP to audit the Irish Statutory Accounts, and Authorize the Board to Fix Their Remuneration Management For For
3 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
4 Renew the Board's Authority to Issue Shares Under Irish Law Management For For
5 Renew the Board's Authority to Opt-Out of Statutory Pre-Emptions Rights Management For For
 
WINTRUST FINANCIAL CORPORATION
MEETING DATE:  MAY 27, 2021
TICKER:  WTFC       SECURITY ID:  97650W108
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Peter D. Crist Management For For
1.2 Elect Director Bruce K. Crowther Management For For
1.3 Elect Director William J. Doyle Management For For
1.4 Elect Director Marla F. Glabe Management For For
1.5 Elect Director H. Patrick Hackett, Jr. Management For For
1.6 Elect Director Scott K. Heitmann Management For For
1.7 Elect Director Deborah L. Hall Lefevre Management For For
1.8 Elect Director Suzet M. McKinney Management For For
1.9 Elect Director Gary D. "Joe" Sweeney Management For For
1.10 Elect Director Karin Gustafson Teglia Management For For
1.11 Elect Director Alex E. Washington, III Management For For
1.12 Elect Director Edward J. Wehmer Management For For
2 Amend Qualified Employee Stock Purchase 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

VOTE SUMMARY REPORT
SELECT GOLD PORTFOLIO
07/01/2020 - 06/30/2021

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.

 
AGNICO EAGLE MINES LIMITED
MEETING DATE:  APR 30, 2021
TICKER:  AEM       SECURITY ID:  008474108
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Leona Aglukkaq Management For For
1.2 Elect Director Sean Boyd Management For For
1.3 Elect Director Martine A. Celej Management For For
1.4 Elect Director Robert J. Gemmell Management For For
1.5 Elect Director Mel Leiderman Management For For
1.6 Elect Director Deborah McCombe Management For For
1.7 Elect Director James D. Nasso Management For For
1.8 Elect Director Sean Riley Management For For
1.9 Elect Director J. Merfyn Roberts Management For For
1.10 Elect Director Jamie C. Sokalsky Management For For
2 Approve Ernst & Young LLP as Auditors and Authorize Board to Fix Their Remuneration Management For For
3 Amend Stock Option Plan Management For For
4 Advisory Vote on Executive Compensation Approach Management For For
 
ALAMOS GOLD INC.
MEETING DATE:  MAY 27, 2021
TICKER:  AGI       SECURITY ID:  011532108
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Elaine Ellingham Management For For
1.2 Elect Director David Fleck Management For For
1.3 Elect Director David Gower Management For For
1.4 Elect Director Claire M. Kennedy Management For For
1.5 Elect Director John A. McCluskey Management For For
1.6 Elect Director Monique Mercier Management For For
1.7 Elect Director Paul J. Murphy Management For For
1.8 Elect Director J. Robert S. Prichard Management For For
1.9 Elect Director Kenneth Stowe Management For For
2 Approve KPMG LLP as Auditors and Authorize Board to Fix Their Remuneration Management For For
3 Advisory Vote on Executive Compensation Approach Management For For
 
ASCOT RESOURCES LTD.
MEETING DATE:  JUN 22, 2021
TICKER:  AOT       SECURITY ID:  04364G106
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director William (Bill) Bennett Management For For
1.2 Elect Director Kenneth (Ken) Carter Management For For
1.3 Elect Director Robert (Bob) Evans Management For For
1.4 Elect Director Donald (Don) Njegovan Management For For
1.5 Elect Director James (Jim) Stypula Management For For
1.6 Elect Director Andree St-Germain Management For For
1.7 Elect Director Rick Zimmer Management For For
2 Ratify PricewaterhouseCoopers LLP as Auditors Management For For
3 Amend Advance Notice Requirement Management For For
4 Advisory Vote on Executive Compensation Approach Management For For
 
B2GOLD CORP.
MEETING DATE:  JUN 11, 2021
TICKER:  BTO       SECURITY ID:  11777Q209
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1 Fix Number of Directors at Nine Management For For
2.1 Elect Director Kevin Bullock Management For For
2.2 Elect Director Robert Cross Management For For
2.3 Elect Director Robert Gayton Management For For
2.4 Elect Director Clive Johnson Management For For
2.5 Elect Director George Johnson Management For For
2.6 Elect Director Liane Kelly Management For For
2.7 Elect Director Jerry Korpan Management For For
2.8 Elect Director Bongani Mtshisi Management For For
2.9 Elect Director Robin Weisman Management For For
3 Approve PricewaterhouseCoopers LLP as Auditors and Authorize Board to Fix Their Remuneration Management For For
4 Amend Advance Notice Requirement Management For For
5 Re-approve Stock Option Plan Management For For
6 Advisory Vote on Executive Compensation Approach Management For For
 
BARRICK GOLD CORPORATION
MEETING DATE:  MAY 04, 2021
TICKER:  GOLD       SECURITY ID:  067901108
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director D. Mark Bristow Management For For
1.2 Elect Director Gustavo A. Cisneros Management For For
1.3 Elect Director Christopher L. Coleman Management For For
1.4 Elect Director J. Michael Evans Management For For
1.5 Elect Director Brian L. Greenspun Management For For
1.6 Elect Director J. Brett Harvey Management For For
1.7 Elect Director Anne N. Kabagambe Management For For
1.8 Elect Director Andrew J. Quinn Management For For
1.9 Elect Director M. Loreto Silva Management For For
1.10 Elect Director John L. Thornton 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
4 Approve Reduction in Stated Capital Management For For
 
BATTLE NORTH GOLD CORPORATION
MEETING DATE:  MAY 11, 2021
TICKER:  BNAU       SECURITY ID:  07160B106
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Julian Kemp Management For For
1.2 Elect Director Aleksandra (Sasha) Bukacheva Management For For
1.3 Elect Director Daniel Burns Management For For
1.4 Elect Director Peter R. Jones Management For For
1.5 Elect Director George Ogilvie Management For For
1.6 Elect Director David Palmer Management For For
2 Approve PricewaterhouseCoopers LLP as Auditors and Authorize Board to Fix Their Remuneration Management For For
3 Approve Acquisition by Evolution Mining (Canada Holdings) Limited, a Wholly-Owned Subsidiary of Evolution Mining Limited Management For For
 
BONTERRA RESOURCES INC.
MEETING DATE:  JUN 15, 2021
TICKER:  BTR       SECURITY ID:  ADPV49827
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1 Fix Number of Directors Six Management For For
2.1 Elect Director Cesar Gonzalez Management For For
2.2 Elect Director Matthew Happyjack Management For For
2.3 Elect Director Normand Champigny Management For For
2.4 Elect Director Akiba Leisman Management For Withhold
2.5 Elect Director Peter O'Malley Management For For
2.6 Elect Director Jean Rainville Management For For
3 Approve Crowe MacKay LLP as Auditors and Authorize Board to Fix Their Remuneration Management For For
4 Re-approve Stock Option Plan Management For Against
 
CENTERRA GOLD INC.
MEETING DATE:  MAY 11, 2021
TICKER:  CG       SECURITY ID:  152006102
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Tengiz A.U. Bolturuk Management For For
1.2 Elect Director Richard W. Connor Management For For
1.3 Elect Director Dushenaly (Dushen) Kasenov Management For For
1.4 Elect Director Nurlan Kyshtobaev Management For For
1.5 Elect Director Michael S. Parrett Management For For
1.6 Elect Director Jacques Perron Management For For
1.7 Elect Director Scott G. Perry Management For For
1.8 Elect Director Sheryl K. Pressler Management For For
1.9 Elect Director Bruce V. Walter Management For For
1.10 Elect Director Paul N. Wright Management For For
1.11 Elect Director Susan L. Yurkovich Management For For
2 Approve KPMG LLP as Auditors and Authorize Board to Fix Their Remuneration Management For For
 
EVOLUTION MINING LIMITED
MEETING DATE:  NOV 26, 2020
TICKER:  EVN       SECURITY ID:  Q3647R147
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1 Approve Remuneration Report Management None For
2 Approve the Spill Resolution Management None Against
3 Elect Jason Attew as Director Management For For
4 Elect Peter Smith as Director Management For For
5 Elect Victoria (Vicky) Binns as Director Management For For
6 Elect James (Jim) Askew as Director Management For For
7 Elect Thomas (Tommy) McKeith as Director Management For For
8 Elect Andrea Hall as Director Management For For
9 Approve Issuance of Performance Rights to Jacob (Jake) Klein Management For For
10 Approve Issuance of Performance Rights to Lawrence (Lawrie) Conway Management For For
11 Approve Employee Share Option and Performance Rights Plan Management For For
 
FRANCO-NEVADA CORPORATION
MEETING DATE:  MAY 05, 2021
TICKER:  FNV       SECURITY ID:  351858105
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director David Harquail Management For For
1.2 Elect Director Paul Brink Management For For
1.3 Elect Director Tom Albanese Management For For
1.4 Elect Director Derek W. Evans Management For For
1.5 Elect Director Catharine Farrow Management For For
1.6 Elect Director Louis Gignac Management For For
1.7 Elect Director Maureen Jensen Management For For
1.8 Elect Director Jennifer Maki Management For For
1.9 Elect Director Randall Oliphant Management For For
1.10 Elect Director Elliott Pew 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
 
GATOS SILVER, INC.
MEETING DATE:  MAY 26, 2021
TICKER:  GATO       SECURITY ID:  368036109
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Ali Erfan Management For For
1.2 Elect Director Igor Gonzales Management For For
1.3 Elect Director Karl Hanneman Management For For
1.4 Elect Director Charles Hansard Management For For
1.5 Elect Director Igor Levental Management For For
1.6 Elect Director David Peat Management For For
1.7 Elect Director Stephen Orr Management For For
1.8 Elect Director Janice Stairs Management For For
1.9 Elect Director Daniel Muniz Quintanilla Management For For
2 Ratify KPMG LLP as Auditors Management For For
 
GOLD FIELDS LTD.
MEETING DATE:  AUG 20, 2020
TICKER:  GFI       SECURITY ID:  S31755101
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1 Reappoint PricewaterhouseCoopers Inc as Auditors of the Company Management For For
2.1 Re-elect Terence Goodlace as Director Management For For
2.2 Re-elect Nick Holland as Director Management For For
2.3 Re-elect Richard Menell as Director Management For For
2.4 Re-elect Yunus Suleman as Director Management For For
3.1 Re-elect Yunus Suleman as Chairperson of the Audit Committee Management For For
3.2 Re-elect Alhassan Andani as Member of the Audit Committee Management For For
3.3 Re-elect Peter Bacchus as Member of the Audit Committee Management For For
3.4 Re-elect Richard Menell as Member of the Audit Committee Management For For
4 Place Authorised but Unissued Shares under Control of Directors Management For For
1 Authorise Board to Issue Shares for Cash Management For For
1 Approve Remuneration Policy Management For For
2 Approve Remuneration Implementation Report Management For For
2 Approve Remuneration of Non-Executive Directors Management For For
3 Approve Financial Assistance in Terms of Sections 44 and 45 of the Companies Act Management For For
4 Authorise Repurchase of Issued Share Capital Management For For
 
GOLD STANDARD VENTURES CORP.
MEETING DATE:  JUN 09, 2021
TICKER:  GSV       SECURITY ID:  380738104
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1 Fix Number of Directors at Nine Management For For
2.1 Elect Director Jason Attew Management For For
2.2 Elect Director D. Bruce McLeod Management For For
2.3 Elect Director Lisa Wade Management For For
2.4 Elect Director Cassandra Joseph Management For For
2.5 Elect Director William E. Threlkeld Management For For
2.6 Elect Director Alex Morrison Management For For
2.7 Elect Director Zara Boldt Management For For
2.8 Elect Director Ron Clayton Management For For
2.9 Elect Director John Armstrong Management For For
3 Approve Davidson & Company LLP as Auditors and Authorize Board to Fix Their Remuneration Management For For
 
KINROSS GOLD CORPORATION
MEETING DATE:  MAY 12, 2021
TICKER:  K       SECURITY ID:  496902404
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Ian Atkinson Management For For
1.2 Elect Director Kerry D. Dyte Management For For
1.3 Elect Director Glenn A. Ives Management For For
1.4 Elect Director Ave G. Lethbridge Management For For
1.5 Elect Director Elizabeth D. McGregor Management For For
1.6 Elect Director Catherine McLeod-Seltzer Management For For
1.7 Elect Director Kelly J. Osborne Management For For
1.8 Elect Director J. Paul Rollinson Management For For
1.9 Elect Director David A. Scott Management For For
2 Approve KPMG LLP as Auditors and Authorize Board to Fix Their Remuneration Management For For
3 Approve Shareholder Rights Plan Management For For
4 Advisory Vote on Executive Compensation Approach Management For Against
 
KIRKLAND LAKE GOLD LTD.
MEETING DATE:  MAY 06, 2021
TICKER:  KL       SECURITY ID:  49741E100
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Jonathan Gill Management For For
1b Elect Director Peter Grosskopf Management For For
1c Elect Director Ingrid Hibbard Management For For
1d Elect Director Arnold Klassen Management For For
1e Elect Director Elizabeth Lewis-Gray Management For For
1f Elect Director Anthony Makuch Management For For
1g Elect Director Barry Olson Management For For
1h Elect Director Jeff Parr Management For For
2 Approve KPMG LLP as Auditors and Authorize Board to Fix Their Remuneration Management For For
3 Advisory Vote on Executive Compensation Approach Management For For
 
LUNDIN GOLD INC.
MEETING DATE:  JUN 24, 2021
TICKER:  LUG       SECURITY ID:  550371108
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Carmel Daniele Management For For
1.2 Elect Director Gillian Davidson Management For For
1.3 Elect Director Ian W. Gibbs Management For For
1.4 Elect Director Chantal Gosselin Management For For
1.5 Elect Director C. Ashley Heppenstall Management For For
1.6 Elect Director Ron F. Hochstein Management For For
1.7 Elect Director Craig Jones Management For For
1.8 Elect Director Lukas H. Lundin Management For For
1.9 Elect Director Paul McRae Management For For
1.10 Elect Director Bob Thiele 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
4 Adopt New By-Law No. 1A Management For For
 
MAPLE GOLD MINES LTD.
MEETING DATE:  DEC 17, 2020
TICKER:  MGM       SECURITY ID:  565127107
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Sean Charland Management For For
1.2 Elect Director B. Matthew Hornor Management For For
1.3 Elect Director Gerald Riverin Management For For
1.4 Elect Director Michelle Roth Management For For
1.5 Elect Director Maurice A. Tagami Management For For
2 Approve Deloitte LLP as Auditors and Authorize Board to Fix Their Remuneration Management For For
3 Approve Equity Incentive Plan Management For For
4 Approve Continuance of Company [CBCA to BCBCA] Management For Against
 
MAPLE GOLD MINES LTD.
MEETING DATE:  JUN 25, 2021
TICKER:  MGM       SECURITY ID:  565127107
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1 Fix Number of Directors at Five Management For For
2.1 Elect Director Sean Charland Management For Withhold
2.2 Elect Director B. Matthew Hornor Management For For
2.3 Elect Director Gerald Riverin Management For For
2.4 Elect Director Michelle Roth Management For For
2.5 Elect Director Maurice A. Tagami Management For For
3 Approve Deloitte LLP as Auditors and Authorize Board to Fix Their Remuneration Management For For
4 Re-approve Equity Incentive Plan Management For For
 
NEW GOLD INC.
MEETING DATE:  MAY 04, 2021
TICKER:  NGD       SECURITY ID:  644535106
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1 Fix Number of Directors at Nine Management For For
2.1 Elect Director Renaud Adams Management For For
2.2 Elect Director Geoffrey Chater Management For For
2.3 Elect Director Nicholas Chirekos Management For For
2.4 Elect Director Gillian Davidson Management For For
2.5 Elect Director James Gowans Management For For
2.6 Elect Director Thomas J. McCulley Management For For
2.7 Elect Director Margaret (Peggy) Mulligan Management For For
2.8 Elect Director Ian Pearce Management For For
2.9 Elect Director Marilyn Schonberner 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 Against
 
NEW PACIFIC METALS CORP.
MEETING DATE:  SEP 30, 2020
TICKER:  NUAG       SECURITY ID:  647824101
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1 Fix Number of Directors at Six Management For For
2.1 Elect Director Jack Austin Management For For
2.2 Elect Director Rui Feng Management For For
2.3 Elect Director David Kong Management For For
2.4 Elect Director T. Gregory Hawkins Management For For
2.5 Elect Director Martin G. Wafforn Management For For
2.6 Elect Director Mark Cruise Management For For
3 Approve Deloitte LLP as Auditors and Authorize Board to Fix Their Remuneration Management For For
4 Amend Omnibus Plan Management For For
5 If Omnibus Plan is Not Approved: Re-approve Existing Omnibus Plan Management For For
6 Approve Spin-Off Agreement with Whitehorse Gold Corp., a Wholly-Owned Subsidiary of the Company Management For For
7 Approve Private Placement of Common Shares of Whitehorse Gold Corp. Management For For
 
NEWCREST MINING LTD.
MEETING DATE:  NOV 11, 2020
TICKER:  NCM       SECURITY ID:  Q6651B114
Proposal No Proposal Proposed By Management Recommendation Vote Cast
2a Elect Sally-Anne Layman as Director Management For For
2b Elect Roger Higgins as Director Management For For
2c Elect Gerard Bond as Director Management For For
3a Approve Grant of Performance Rights to Sandeep Biswas Management For For
3b Approve Grant of Performance Rights to Gerard Bond Management For For
4 Approve Remuneration Report Management For For
5 Approve Renewal of Proportional Takeover Bid Provisions in the Constitution Management For For
6 Approve the Amendments to the Company's Constitution Management For For
 
NEWMONT CORPORATION
MEETING DATE:  APR 28, 2021
TICKER:  NEM       SECURITY ID:  651639106
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Patrick G. Awuah, Jr. Management For For
1.2 Elect Director Gregory H. Boyce Management For For
1.3 Elect Director Bruce R. Brook Management For For
1.4 Elect Director Maura Clark Management For For
1.5 Elect Director Matthew Coon Come Management For For
1.6 Elect Director Jose Manuel Madero Management For For
1.7 Elect Director Rene Medori Management For For
1.8 Elect Director Jane Nelson Management For For
1.9 Elect Director Thomas Palmer Management For For
1.10 Elect Director Julio M. Quintana Management For For
1.11 Elect Director Susan N. Story 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
 
NORTHERN STAR RESOURCES LIMITED
MEETING DATE:  NOV 25, 2020
TICKER:  NST       SECURITY ID:  Q6951U101
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1 Approve Remuneration Report Management For For
2 Approve FY20 Share Plan Management For For
3 Approve Issuance of Performance Rights to Bill Beament Management For For
4 Elect Peter O'Connor as Director Management For For
5 Approve the Increase in Aggregate Remuneration of Non-Executive Directors Management For For
6 Approve Issuance of Performance Rights to Raleigh Finlayson Management For For
 
NOVAGOLD RESOURCES INC.
MEETING DATE:  MAY 12, 2021
TICKER:  NG       SECURITY ID:  66987E206
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Elaine Dorward-King Management For For
1b Elect Director Sharon Dowdall Management For For
1c Elect Director Diane Garrett Management For For
1d Elect Director Thomas Kaplan Management For For
1e Elect Director Gregory Lang Management For For
1f Elect Director Igor Levental Management For For
1g Elect Director Kalidas Madhavpeddi Management For For
1h Elect Director Clynton Nauman Management For For
1i Elect Director Ethan Schutt Management For For
1j Elect Director Anthony Walsh Management For For
2 Approve PricewaterhouseCoopers LLP as Auditors and Authorize Board to Fix Their Remuneration Management For For
3 Amend Articles Management For For
4 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
 
OCEANAGOLD CORPORATION
MEETING DATE:  JUN 29, 2021
TICKER:  OGC       SECURITY ID:  675222103
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Ian M. Reid Management For For
1.2 Elect Director Craig J. Nelsen Management For For
1.3 Elect Director Catherine A. Gignac Management For For
1.4 Elect Director Sandra M. Dodds Management For For
1.5 Elect Director Paul Benson Management For For
1.6 Elect Director Michael J. McMullen Management For For
1.7 Elect Director Michael H.L. Holmes Management For For
2 Approve PricewaterhouseCoopers LLP as Auditors and Authorize Board to Fix Their Remuneration Management For For
3 Approve Advance Notice Requirement Management For For
4 Re-approve Performance Rights Plan Management For For
5 Advisory Vote on Executive Compensation Approach Management For For
 
ORLA MINING LTD.
MEETING DATE:  MAY 14, 2021
TICKER:  OLA       SECURITY ID:  68634K106
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Charles Jeannes Management For For
1.2 Elect Director Richard Hall Management For For
1.3 Elect Director Jason Simpson Management For For
1.4 Elect Director Jean Robitaille Management For For
1.5 Elect Director George Albino Management For For
1.6 Elect Director Tim Haldane Management For For
1.7 Elect Director David Stephens Management For For
1.8 Elect Director Elizabeth McGregor Management For For
1.9 Elect Director Eric Colby Management For For
2 Approve Ernst & Young LLP as Auditors and Authorize Board to Fix Their Remuneration Management For For
3 Re-approve Stock Option Plan Management For For
 
OSISKO GOLD ROYALTIES LTD.
MEETING DATE:  MAY 12, 2021
TICKER:  OR       SECURITY ID:  68827L101
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director John R. Baird Management For For
1.2 Elect Director Christopher C. Curfman Management For For
1.3 Elect Director Joanne Ferstman Management For For
1.4 Elect Director William Murray John Management For For
1.5 Elect Director Pierre Labbe Management For For
1.6 Elect Director Candace MacGibbon Management For For
1.7 Elect Director Charles E. Page Management For For
1.8 Elect Director Sean Roosen Management For For
1.9 Elect Director Sandeep Singh Management For For
2 Approve PricewaterhouseCoopers LLP as Auditors and Authorize Board to Fix Their Remuneration Management For For
3 Re-approve Employee Share Purchase Plan Management For For
4 Amend Restricted Share Unit Plan Management For For
5 Advisory Vote on Executive Compensation Approach Management For For
 
OSISKO MINING INC.
MEETING DATE:  MAY 31, 2021
TICKER:  OSK       SECURITY ID:  688281104
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director John Burzynski Management For For
1b Elect Director Jose Vizquerra Benavides Management For Withhold
1c Elect Director Sean Roosen Management For For
1d Elect Director Patrick F. N. Anderson Management For For
1e Elect Director Keith McKay Management For For
1f Elect Director Amy Satov Management For For
1g Elect Director Bernardo Alvarez Calderon Management For For
1h Elect Director Robert Wares Management For For
1i Elect Director Andree St-Germain Management For For
1j Elect Director Cathy Singer Management For For
2 Approve PricewaterhouseCoopers LLP as Auditors and Authorize Board to Fix Their Remuneration Management For For
 
PAN AMERICAN SILVER CORP.
MEETING DATE:  MAY 12, 2021
TICKER:  PAAS       SECURITY ID:  697900108
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Michael Carroll Management For For
1.2 Elect Director Neil de Gelder Management For For
1.3 Elect Director Charles Jeannes Management For For
1.4 Elect Director Jennifer Maki Management For For
1.5 Elect Director Walter Segsworth Management For For
1.6 Elect Director Kathleen Sendall Management For For
1.7 Elect Director Michael Steinmann Management For For
1.8 Elect Director Gillian Winckler Management For For
2 Approve Deloitte LLP as Auditors and Authorize Board to Fix Their Remuneration Management For For
3 Advisory Vote on Executive Compensation Approach Management For For
 
PREMIER GOLD MINES LIMITED
MEETING DATE:  NOV 24, 2020
TICKER:  PG       SECURITY ID:  74051D104
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director John A. Begeman Management For For
1b Elect Director Eva Bellissimo Management For For
1c Elect Director Ewan S. Downie Management For For
1d Elect Director Ronald Little Management For For
1e Elect Director John Seaman Management For For
1f Elect Director Michael Vitton Management For For
1g Elect Director Istvan Zollei Management For For
2 Approve Grant Thornton LLP as Auditors and Authorize Board to Fix Their Remuneration Management For For
 
PREMIER GOLD MINES LIMITED
MEETING DATE:  FEB 23, 2021
TICKER:  PG       SECURITY ID:  74051D104
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1 Approve Acquisition by Equinox Gold Corp. Management For For
2 Effective Upon Completion of the Arrangement Resolution: Amend Share Incentive Plan Management For For
3 Effective Upon Completion of the Arrangement Resolution: Approve SpinCo Omnibus Share Incentive Plan Management For For
4 Effective Upon Completion of the Arrangement Resolution: Approve Issuance of SpinCo Subscription Receipts on a Private Placement Basis Management For For
5 Effective Upon Completion of the SpinCo Financing Resolution: Approve the Exercise Price of Common Share Purchase Warrants Management For For
 
PRETIUM RESOURCES INC.
MEETING DATE:  MAY 04, 2021
TICKER:  PVG       SECURITY ID:  74139C102
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1 Fix Number of Directors at Eight Management For For
2.1 Elect Director Richard O'Brien Management For For
2.2 Elect Director Jacques Perron Management For For
2.3 Elect Director George Paspalas Management For For
2.4 Elect Director David Smith Management For For
2.5 Elect Director Faheem Tejani Management For For
2.6 Elect Director Jeane Hull Management For For
2.7 Elect Director Thomas Peregoodoff Management For For
2.8 Elect Director Maryse Saint-Laurent Management For For
3 Approve PricewaterhouseCoopers LLP as Auditors and Authorize Board to Fix Their Remuneration Management For For
4 Approve Advance Notice Policy Amendment Management For Against
5 Advisory Vote on Executive Compensation Approach Management For For
 
PRETIUM RESOURCES INC.
MEETING DATE:  MAY 04, 2021
TICKER:  PVG       SECURITY ID:  ADPC01574
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1 Fix Number of Directors at Eight Management For For
2.1 Elect Director Richard O'Brien Management For For
2.2 Elect Director Jacques Perron Management For For
2.3 Elect Director George Paspalas Management For For
2.4 Elect Director David Smith Management For For
2.5 Elect Director Faheem Tejani Management For For
2.6 Elect Director Jeane Hull Management For For
2.7 Elect Director Thomas Peregoodoff Management For For
2.8 Elect Director Maryse Saint-Laurent Management For For
3 Approve PricewaterhouseCoopers LLP as Auditors and Authorize Board to Fix Their Remuneration Management For For
4 Approve Advance Notice Policy Amendment Management For Against
5 Advisory Vote on Executive Compensation Approach Management For For
 
PURE GOLD MINING INC.
MEETING DATE:  JUN 30, 2021
TICKER:  PGM       SECURITY ID:  74624E100
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Graeme Currie Management For For
1.2 Elect Director Darin Labrenz Management For For
1.3 Elect Director Mark O'Dea Management For For
1.4 Elect Director Lenard Boggio Management For For
1.5 Elect Director Troy Fierro Management For For
1.6 Elect Director Robert Pease Management For For
1.7 Elect Director Maryse Belanger Management For For
2 Approve PricewaterhouseCoopers LLP as Auditors and Authorize Board to Fix Their Remuneration Management For For
3 Re-approve Stock Option Plan Management For Against
 
ROYAL GOLD, INC.
MEETING DATE:  NOV 18, 2020
TICKER:  RGLD       SECURITY ID:  780287108
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Fabiana Chubbs Management For For
1b Elect Director Kevin McArthur Management For For
1c Elect Director Sybil Veenman 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
 
SEABRIDGE GOLD INC.
MEETING DATE:  JUN 24, 2021
TICKER:  SEA       SECURITY ID:  811916105
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Trace Arlaud Management For For
1.2 Elect Director Rudi P. Fronk Management For For
1.3 Elect Director Eliseo Gonzalez-Urien Management For For
1.4 Elect Director Richard C. Kraus Management For For
1.5 Elect Director Jay S. Layman Management For For
1.6 Elect Director Melanie R. Miller Management For For
1.7 Elect Director Clement A. Pelletier Management For For
1.8 Elect Director John W. Sabine Management For For
1.9 Elect Director Gary A. Sugar Management For For
2 Ratify KPMG LLP as Auditors Management For For
3 Authorize Board to Fix Remuneration of Auditors Management For For
4 Other Business Management For Against
 
SIBANYE STILLWATER LTD.
MEETING DATE:  DEC 01, 2020
TICKER:  SSW       SECURITY ID:  S7627K103
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1 Authorise Implementation of the Odd-lot Offer Management For For
2 Authorise Ratification of Approved Resolutions Management For For
1 Amend Memorandum of Incorporation Management For For
2 Authorise Specific Repurchase of Shares from the Odd-lot Holders Management For For
3 Authorise Specific Repurchase of Shares from the Specific Holders Management For For
 
SILVERCREST METALS INC.
MEETING DATE:  JUN 15, 2021
TICKER:  SIL       SECURITY ID:  828363101
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1 Fix Number of Directors at Seven Management For For
2.1 Elect Director N. Eric Fier Management For For
2.2 Elect Director Laura Diaz Management For For
2.3 Elect Director Ross O. Glanville Management For For
2.4 Elect Director Ani Markova Management For For
2.5 Elect Director Hannes P. Portmann Management For For
2.6 Elect Director Graham C. Thody Management For For
2.7 Elect Director John H. Wright Management For For
3 Ratify PricewaterhouseCoopers LLP as Auditors Management For For
4 Approve Equity Share Unit Plan Management For For
 
SKEENA RESOURCES LIMITED
MEETING DATE:  JUN 30, 2021
TICKER:  SKE       SECURITY ID:  83056P806
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1 Fix Number of Directors at Five Management For For
2.1 Elect Director Walter J. Coles, Jr. Management For For
2.2 Elect Director Craig Parry Management For For
2.3 Elect Director Borden Roger Putnam III Management For For
2.4 Elect Director Sukhjit (Suki) Kaur Hayre (Gill) Management For For
2.5 Elect Director Greg Beard Management For For
3 Approve Grant Thornton LLP as Auditors and Authorize Board to Fix Their Remuneration Management For For
 
SSR MINING INC.
MEETING DATE:  JUL 10, 2020
TICKER:  SSRM       SECURITY ID:  784730103
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1 Issue Shares in Connection with the Acquisition of Alacer Gold Corp. Management For For
2 Conditional on the Completion of the Arrangement: Fix Number of Directors at Ten Management For For
 
SSR MINING INC.
MEETING DATE:  MAY 21, 2021
TICKER:  SSRM       SECURITY ID:  784730103
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director A.E. Michael Anglin Management For For
1.2 Elect Director Rodney P. Antal Management For For
1.3 Elect Director Thomas R. Bates, Jr. Management For For
1.4 Elect Director Brian R. Booth Management For For
1.5 Elect Director Edward C. Dowling, Jr. Management For For
1.6 Elect Director Simon A. Fish Management For For
1.7 Elect Director Alan P. Krusi Management For For
1.8 Elect Director Beverlee F. Park Management For For
1.9 Elect Director Grace Kay Priestly Management For For
1.10 Elect Director Elizabeth A. Wademan 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
4 Approve 2021 Share Compensation Plan Management For For
 
TERANGA GOLD CORPORATION
MEETING DATE:  JAN 21, 2021
TICKER:  TGZ       SECURITY ID:  880797204
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1 Approve Acquisition by Endeavour Mining Corporation Management For For
 
TOREX GOLD RESOURCES INC.
MEETING DATE:  JUN 29, 2021
TICKER:  TXG       SECURITY ID:  891054603
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Richard A. Howes Management For For
1.2 Elect Director Jody L.M. Kuzenko Management For For
1.3 Elect Director Franklin L. Davis Management For For
1.4 Elect Director Tony S. Giardini Management For For
1.5 Elect Director Jennifer J. Hooper Management For For
1.6 Elect Director Jay C. Kellerman Management For For
1.7 Elect Director Rosalie C. Moore Management For For
1.8 Elect Director Roy S. Slack Management For For
1.9 Elect Director Elizabeth A. Wademan Management For For
2 Approve KPMG LLP as Auditors and Authorize Board to Fix Their Remuneration Management For For
3 Advisory Vote on Executive Compensation Approach Management For For
 
VICTORIA GOLD CORP.
MEETING DATE:  AUG 19, 2020
TICKER:  VGCX       SECURITY ID:  92625W507
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1 Fix Number of Directors at Eight Management For For
2.1 Elect Director T. Sean Harvey Management For For
2.2 Elect Director John McConnell Management For For
2.3 Elect Director Christopher Hill Management For For
2.4 Elect Director Michael McInnis Management For For
2.5 Elect Director Sean Roosen Management For For
2.6 Elect Director Letha J. MacLachlan Management For For
2.7 Elect Director Stephen Scott Management For For
2.8 Elect Director Joseph Ovsenek Management For For
3 Approve PricewaterhouseCoopers LLP as Auditors and Authorize Board to Fix Their Remuneration Management For For
4 Approve Omnibus Incentive Plan Management For For
 
VICTORIA GOLD CORP.
MEETING DATE:  JUN 23, 2021
TICKER:  VGCX       SECURITY ID:  92625W507
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1 Fix Number of Directors at Seven Management For For
2.1 Elect Director T. Sean Harvey Management For For
2.2 Elect Director John McConnell Management For For
2.3 Elect Director Christopher Hill Management For For
2.4 Elect Director Michael McInnis Management For For
2.5 Elect Director Letha MacLachlan Management For For
2.6 Elect Director Stephen Scott Management For For
2.7 Elect Director Joseph Ovsenek Management For For
3 Approve Ernst & Young LLP as Auditors and Authorize Board to Fix Their Remuneration Management For For
 
WESDOME GOLD MINES LTD.
MEETING DATE:  JUN 01, 2021
TICKER:  WDO       SECURITY ID:  95083R100
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Charles Main Management For For
1.2 Elect Director Duncan Middlemiss Management For For
1.3 Elect Director Nadine Miller Management For For
1.4 Elect Director Warwick Morley-Jepson Management For For
1.5 Elect Director Brian Skanderbeg Management For For
1.6 Elect Director Edie Thome Management For For
1.7 Elect Director Bill Washington Management For For
2 Approve Grant Thornton LLP as Auditors and Authorize Board to Fix Their Remuneration Management For For
3 Advisory Vote on Executive Compensation Approach Management For For
 
WESTERN COPPER AND GOLD CORPORATION
MEETING DATE:  JUN 17, 2021
TICKER:  WRN       SECURITY ID:  95805V108
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1 Fix Number of Directors at Six Management For For
2.1 Elect Director Dale Corman Management For For
2.2 Elect Director Tara Christie Management For Withhold
2.3 Elect Director Michael Vitton Management For For
2.4 Elect Director Bill (William) Williams Management For For
2.5 Elect Director Kenneth Williamson Management For For
2.6 Elect Director Klaus Zeitler Management For For
3 Approve PricewaterhouseCoopers LLP as Auditors and Authorize Board to Fix Their Remuneration Management For For
4 Re-approve Stock Option Plan Management For For
5 Amend Stock Option Plan Management For For
6 Approve Deferred Share Unit Plan Management For For
7 Approve Restricted Share Unit Plan Management For For
 
WHEATON PRECIOUS METALS CORP.
MEETING DATE:  MAY 14, 2021
TICKER:  WPM       SECURITY ID:  962879102
Proposal No Proposal Proposed By Management Recommendation Vote Cast
a1 Elect Director George L. Brack Management For For
a2 Elect Director John A. Brough Management For For
a3 Elect Director R. Peter Gillin Management For For
a4 Elect Director Chantal Gosselin Management For For
a5 Elect Director Douglas M. Holtby Management For For
a6 Elect Director Glenn Antony Ives Management For For
a7 Elect Director Charles A. Jeannes Management For For
a8 Elect Director Eduardo Luna Management For For
a9 Elect Director Marilyn Schonberner Management For For
a10 Elect Director Randy V.J. Smallwood Management For For
b Approve Deloitte LLP as Auditors and Authorize Board to Fix Their Remuneration Management For For
c Advisory Vote on Executive Compensation Approach Management For For
 
YAMANA GOLD INC.
MEETING DATE:  APR 29, 2021
TICKER:  YRI       SECURITY ID:  98462Y100
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director John Begeman Management For For
1.2 Elect Director Christiane Bergevin Management For For
1.3 Elect Director Alexander Davidson Management For For
1.4 Elect Director Richard Graff Management For For
1.5 Elect Director Kimberly Keating Management For For
1.6 Elect Director Peter Marrone Management For For
1.7 Elect Director Daniel Racine Management For For
1.8 Elect Director Jane Sadowsky Management For For
1.9 Elect Director Dino Titaro Management For For
2 Approve Deloitte LLP as Auditors and Authorize Board to Fix Their Remuneration Management For For
3 Advisory Vote on Executive Compensation Approach Management For For
 
ZIJIN MINING GROUP CO., LTD.
MEETING DATE:  DEC 29, 2020
TICKER:  2899       SECURITY ID:  Y9892H107
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1 Approve Restricted A Share Incentive Scheme for 2020 (Revised Draft) and Its Summary Management For For
2 Approve Administrative Measures for Implementation of Appraisal for the Restricted A Share Incentive Scheme for 2020 Management For For
3 Authorize the Board to Deal with All Matters in Relation to the Restricted A Share Incentive Scheme for 2020 Management For For
4 Approve Amendment to the Remuneration and Assessment Proposal of Directors and Supervisors Management For For
5 Elect Bo Shaochuan as Director and Authorize Board to Enter Into Service Contract with Him Management For For
6.01 Approve Par Value and Size of the Issuance Management For For
6.02 Approve Coupon Rates or Their Determination Methods Management For For
6.03 Approve Term and Types of the Bonds Management For For
6.04 Approve Use of Proceeds Management For For
6.05 Approve Method of the Issuance, Targets of the Issuance and Placement to Existing Shareholders Management For For
6.06 Approve Guarantee Arrangement Management For For
6.07 Approve Redemption or Sell-Back Provisions Management For For
6.08 Approve Credit Standing of the Company and Safeguarding Measures for Repayment Management For For
6.09 Approve Underwriting Management For For
6.10 Approve Listing Arrangement Management For For
6.11 Approve Validity Period of the Resolution Management For For
7 Authorize the Board to Deal with All Matters in Relation to the Shelf Offering of Corporate Bonds Management For For
 
ZIJIN MINING GROUP CO., LTD.
MEETING DATE:  JAN 11, 2021
TICKER:  2899       SECURITY ID:  Y9892H107
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1 Approve Restricted A Share Incentive Scheme for 2020 (Revised Draft) and Its Summary Management For For
2 Approve Administrative Measures for Implementation of Appraisal for the Restricted A Share Incentive Scheme for 2020 Management For For
3 Authorize the Board to Deal with All Matters in Relation to the Restricted A Share Incentive Scheme for 2020 Management For For
 
ZIJIN MINING GROUP CO., LTD.
MEETING DATE:  MAY 28, 2021
TICKER:  2899       SECURITY ID:  Y9892H107
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1 Amend Articles of Association Management For For
2 Approve Issuance of Debt Financing Instruments Management For For
3 Approve Issuance of Equity or Equity-Linked Securities without Preemptive Rights for A Shares and/or H Shares Management For Against
4 Approve Arrangement of Guarantees to Company's Subsidiaries, Associates and Other Party Management For For
5 Approve Report of the Board of Directors Management For For
6 Approve Report of the Independent Directors Management For For
7 Approve Report of the Supervisory Committee Management For For
8 Approve Financial Report Management For For
9 Approve Annual Report and Its Summary Report Management For For
10 Approve Profit Distribution Proposal Management For For
11 Approve Remuneration of Executive Directors and Chairman of Supervisory Committee Management For For
12 Approve Ernst & Young Hua Ming LLP as Auditor and Authorize Chairman of the Board, President and Financial Controller to Fix Their Remuneration Management For For
13 Approve Purchase of Liability Insurance for Directors, Supervisors and Senior Management Management For For

VOTE SUMMARY REPORT
SELECT HEALTH CARE PORTFOLIO
07/01/2020 - 06/30/2021

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 11, 2021
TICKER:  TXG       SECURITY ID:  88025U109
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Bryan E. Roberts Management For For
1b Elect Director Kimberly J. Popovits Management For For
2 Ratify Ernst & Young LLP as Auditors Management For For
3 Advisory Vote on Say on Pay Frequency Management One Year One Year
 
10X GENOMICS, INC.
MEETING DATE:  JUN 11, 2021
TICKER:  TXG       SECURITY ID:  FHG694000
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Bryan E. Roberts Management For For
1b Elect Director Kimberly J. Popovits Management For For
2 Ratify Ernst & Young LLP as Auditors Management For For
3 Advisory Vote on Say on Pay Frequency Management One Year One Year
 
1LIFE HEALTHCARE, INC.
MEETING DATE:  JUN 03, 2021
TICKER:  ONEM       SECURITY ID:  68269G107
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Bruce W. Dunlevie Management For Withhold
1.2 Elect Director David P. Kennedy Management For Withhold
2 Ratify PricewaterhouseCoopers LLP as Auditors Management For For
 
ACCELERON PHARMA INC.
MEETING DATE:  JUN 16, 2021
TICKER:  XLRN       SECURITY ID:  00434H108
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Habib J. Dable Management For For
1b Elect Director Terrence C. Kearney Management For For
1c Elect Director Karen L. 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 Ernst & Young LLP as Auditors Management For For
 
ADC THERAPEUTICS SA
MEETING DATE:  JUN 10, 2021
TICKER:  ADCT       SECURITY ID:  H0036K147
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1 Accept Financial Statements and Statutory Reports Management For For
2 Approve Discharge of Board and Senior Management Management For For
3 Approve Treatment of Net Loss Management For For
4 Approve Creation of CHF 3.1 Million Pool of Capital without Preemptive Rights Management For Against
5 Approve Increase in Size of Board to Twelve Members Management For For
6.1 Reelect Ron Squarer as Director and Board Chairman Management For For
6.2 Reelect Peter Corr as Director Management For For
6.3 Reelect Stephen Evans-Freke as Director Management For Against
6.4 Reelect Michael Forer as Director Management For For
6.5 Reelect Peter Hug as Director Management For For
6.6 Reelect Christopher Martin as Director Management For For
6.7 Reelect Thomas Pfisterer as Director Management For For
6.8 Reelect Thomas Rinderknecht as Director Management For For
6.9 Reelect Tyrell Rivers as Director Management For For
6.10 Reelect Victor Sandor as Director Management For For
6.11 Reelect Jacques Theurillat as Director Management For For
6.12 Elect Viviane Monges as Director Management For For
7.1 Reappoint Peter Corr as Member of the Compensation Committee Management For For
7.2 Reappoint Stephen Evans-Freke as Member of the Compensation Committee Management For Against
7.3 Reappoint Peter Hug as Member of the Compensation Committee Management For For
8 Designate Martin Habs as Independent Proxy Management For For
9 Ratify PricewaterhouseCoopers SA as Auditors Management For For
10.1 Approve Remuneration of Directors in the Amount of USD 5 Million Management For For
10.2 Approve Fixed Remuneration of Executive Committee in the Amount of USD 7.1 Million Management For For
10.3 Approve Variable Remuneration of Executive Committee in the Amount of USD 26.5 Million Management For For
11 Transact Other Business (Voting) Management For Against
 
AGIOS PHARMACEUTICALS, INC.
MEETING DATE:  MAR 25, 2021
TICKER:  AGIO       SECURITY ID:  00847X104
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1 Approve Sale of Company Assets Management For For
 
AGIOS PHARMACEUTICALS, INC.
MEETING DATE:  MAY 20, 2021
TICKER:  AGIO       SECURITY ID:  00847X104
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Kaye Foster Management For For
1.2 Elect Director Maykin Ho Management For For
1.3 Elect Director John M. Maraganore Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Ratify PricewaterhouseCoopers LLP as Auditors Management For For
 
ALNYLAM PHARMACEUTICALS, INC.
MEETING DATE:  MAY 18, 2021
TICKER:  ALNY       SECURITY ID:  02043Q107
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Dennis A. Ausiello Management For For
1b Elect Director Olivier Brandicourt Management For For
1c Elect Director Marsha H. Fanucci Management For For
1d Elect Director David E.I. Pyott Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Ratify PricewaterhouseCoopers LLP as Auditors Management For For
 
ANTHEM, INC.
MEETING DATE:  MAY 26, 2021
TICKER:  ANTM       SECURITY ID:  036752103
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Lewis Hay, III Management For For
1.2 Elect Director Antonio F. Neri Management For For
1.3 Elect Director Ramiro G. Peru 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
 
ARCUTIS BIOTHERAPEUTICS, INC.
MEETING DATE:  JUN 09, 2021
TICKER:  ARQT       SECURITY ID:  03969K108
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Terrie Curran Management For For
1b Elect Director Halley Gilbert Management For For
1c Elect Director Ricky Sun Management For For
2 Ratify Ernst & Young LLP as Auditors Management For For
 
ARGENX SE
MEETING DATE:  MAY 11, 2021
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 Adopt Remuneration Policy Management For For
4 Approve Remuneration Report Management For For
5.a Discuss Annual Report for FY 2020 Management None None
5.b Adopt Financial Statements and Statutory Reports Management For For
5.c Discussion on Company's Corporate Governance Structure Management None None
5.d Approve Allocation of Losses to the Retained Earnings of the Company Management For For
5.e Approve Discharge of Directors Management For For
6 Elect Yvonne Greenstreet as Non-Executive Director Management For For
7 Reelect Anthony Rosenberg as Non-Executive Director Management For For
8 Grant Board Authority to Issue Shares Up To 10 Percent of Issued Capital and Exclude Pre-emptive Rights Management For For
9 Ratify Deloitte Accountants B.V. as Auditors Management For For
10 Other Business (Non-Voting) Management None None
11 Close Meeting Management None None
 
ARVINAS, INC.
MEETING DATE:  JUN 08, 2021
TICKER:  ARVN       SECURITY ID:  04335A105
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Wendy Dixon Management For For
1.2 Elect Director Edward Kennedy, Jr. Management For For
1.3 Elect Director Bradley Margus Management For For
1.4 Elect Director Briggs Morrison 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
 
ASCENDIS PHARMA A/S
MEETING DATE:  MAY 28, 2021
TICKER:  ASND       SECURITY ID:  04351P101
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1 Elect Chairman of Meeting Management For For
2 Receive 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
5a Reelect James I Healy as Director Management For For
5b Reelect Jan Moller Mikkelsen as Director Management For For
5c Reelect Lisa Morrison as Director Management For For
6 Ratify Deloitte as Auditors Management For For
7a Approve Creation of DKK 9 Million Pool of Capital without Preemptive Rights Management For For
7b Approve Warrant Plan Management For For
7c Authorize Share Repurchase Program Management For For
 
ASTRAZENECA PLC
MEETING DATE:  MAY 11, 2021
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 Leif Johansson as Director Management For For
5b Re-elect Pascal Soriot as Director Management For For
5c Re-elect Marc Dunoyer as Director Management For For
5d Re-elect Philip Broadley as Director Management For For
5e Elect Euan Ashley as Director Management For For
5f Re-elect Michel Demare as Director Management For For
5g Re-elect Deborah DiSanzo as Director Management For For
5h Elect Diana Layfield as Director Management For For
5i Re-elect Sheri McCoy as Director Management For For
5j Re-elect Tony Mok as Director Management For For
5k Re-elect Nazneen Rahman as Director Management For For
5l Re-elect Marcus Wallenberg as Director Management For For
6 Approve Remuneration Report Management For For
7 Approve Remuneration Policy Management For Against
8 Authorise UK Political Donations and Expenditure Management For For
9 Authorise Issue of Equity Management For For
10 Authorise Issue of Equity without Pre-emptive Rights Management For For
11 Authorise Issue of Equity without Pre-emptive Rights in Connection with an Acquisition or Other Capital Investment Management For For
12 Authorise Market Purchase of Ordinary Shares Management For For
13 Authorise the Company to Call General Meeting with Two Weeks' Notice Management For For
14 Amend Performance Share Plan Management For Against
 
ASTRAZENECA PLC
MEETING DATE:  MAY 11, 2021
TICKER:  AZN       SECURITY ID:  G0593M107
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1 Approve Acquisition of Alexion Pharmaceuticals, Inc. Management For For
 
ATEA PHARMACEUTICALS, INC.
MEETING DATE:  JUN 18, 2021
TICKER:  AVIR       SECURITY ID:  04683R106
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Jean-Pierre Sommadossi Management For For
1.2 Elect Director Franklin Berger Management For For
2 Ratify KPMG LLP as Auditors Management For For
 
BECTON, DICKINSON AND COMPANY
MEETING DATE:  JAN 26, 2021
TICKER:  BDX       SECURITY ID:  075887109
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Catherine M. Burzik Management For For
1b Elect Director R. Andrew Eckert Management For For
1c Elect Director Vincent A. Forlenza Management For For
1d Elect Director Claire M. Fraser Management For For
1e Elect Director Jeffrey W. Henderson Management For For
1f Elect Director Christopher Jones Management For For
1g Elect Director Marshall O. Larsen Management For For
1h Elect Director David F. Melcher Management For For
1i Elect Director Thomas E. Polen Management For For
1j Elect Director Claire Pomeroy Management For For
1k Elect Director Rebecca W. Rimel Management For For
1l Elect Director Timothy M. Ring Management For For
1m Elect Director Bertram L. Scott 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 Reduce Ownership Threshold for Shareholders to Call Special Meeting Shareholder Against Against
 
BEIGENE, LTD.
MEETING DATE:  NOV 20, 2020
TICKER:  6160       SECURITY ID:  07725L102
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1 Approve Grant of Option to Acquire Shares Pursuant to the Share Purchase Agreement Management For For
 
BEIGENE, LTD.
MEETING DATE:  JUN 16, 2021
TICKER:  6160       SECURITY ID:  07725L102
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1 Elect Director Donald W. Glazer Management For Against
2 Elect Director Michael Goller Management For For
3 Elect Director Thomas Malley Management For For
4 Elect Director Corazon (Corsee) D. Sanders Management For For
5 Ratify Ernst & Young Hua Ming LLP and Ernst & Young as Auditors Management For For
6 Authorize the Board of Directors to Issue, Allot, or Deal with Unissued Ordinary Shares and/or American Depositary Shares Management For For
7 Approve Connected Person Placing Authorization I Management For For
8 Approve Connected Person Placing Authorization IA Management For For
9 Approve Connected Person Placing Authorization II Management For For
10 Approve Connected Person Placing Authorization IIA Management For For
11 Approve Direct Purchase Option Management For For
12 Approve Grant of Restricted Shares Unit to John V. Oyler Management For For
13 Approve Grant of Restricted Shares Unit to Xiaodong Wang Management For For
14 Approve Grant of Restricted Shares Unit to Other Non-Executive and Independent Non-Executive Directors Management For For
15 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
16 Amend Articles Management For For
17 Adjourn Meeting Management For Against
 
BIO-RAD LABORATORIES, INC.
MEETING DATE:  APR 27, 2021
TICKER:  BIO       SECURITY ID:  090572207
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Melinda Litherland Management For For
1.2 Elect Director Arnold A. Pinkston Management For For
2 Ratify KPMG LLP as Auditors Management For For
 
BIOATLA, INC.
MEETING DATE:  JUN 15, 2021
TICKER:  BCAB       SECURITY ID:  09077B104
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Sylvia McBrinn Management For For
1.2 Elect Director Guy Levy Management For For
2 Ratify Ernst & Young LLP as Auditors Management For For
 
BLACK DIAMOND THERAPEUTICS, INC.
MEETING DATE:  JUN 18, 2021
TICKER:  BDTX       SECURITY ID:  09203E105
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Alexander Mayweg Management For Withhold
1.2 Elect Director Rajeev Shah Management For Withhold
1.3 Elect Director Robert A. Ingram Management For For
2 Ratify PricewaterhouseCoopers LLP as Auditors Management For For
 
BLUEPRINT MEDICINES CORPORATION
MEETING DATE:  JUN 02, 2021
TICKER:  BPMC       SECURITY ID:  09627Y109
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director George D. Demetri Management For For
1.2 Elect Director Lynn Seely 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 06, 2021
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 Donna A. James Management For For
1e Elect Director Edward J. Ludwig Management For For
1f Elect Director Michael F. Mahoney Management For For
1g Elect Director David J. Roux Management For For
1h Elect Director John E. Sununu 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 Ratify Ernst & Young LLP as Auditors Management For For
4 Report on Non-Management Employee Representation on the Board of Directors Shareholder Against Against
 
BRISTOL-MYERS SQUIBB COMPANY
MEETING DATE:  MAY 04, 2021
TICKER:  BMY       SECURITY ID:  110122108
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1A Elect Director Peter J. Arduini Management For For
1B Elect Director Michael W. Bonney Management For For
1C Elect Director Giovanni Caforio Management For For
1D Elect Director Julia A. Haller Management For For
1E Elect Director Paula A. Price Management For For
1F Elect Director Derica W. Rice Management For For
1G Elect Director Theodore R. Samuels Management For For
1H Elect Director Gerald L. Storch Management For For
1I Elect Director Karen H. Vousden Management For For
1J Elect Director Phyllis R. Yale Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Approve Omnibus Stock Plan Management For For
4 Ratify Deloitte & Touche LLP as Auditors Management For For
5 Reduce Ownership Threshold for Special Shareholder Meetings to 15% Management For For
6 Require Independent Board Chair Shareholder Against Against
7 Provide Right to Act by Written Consent Shareholder Against Against
8 Reduce Ownership Threshold for Special Shareholder Meetings to 10% Shareholder Against Against
 
BRUKER CORPORATION
MEETING DATE:  JUN 04, 2021
TICKER:  BRKR       SECURITY ID:  116794108
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director William A. Linton Management For For
1.2 Elect Director Adelene Q. Perkins Management For For
1.3 Elect Director Robert Rosenthal Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Ratify PricewaterhouseCoopers LLP as Auditors Management For For
 
CASTLIGHT HEALTH, INC.
MEETING DATE:  JUN 10, 2021
TICKER:  CSLT       SECURITY ID:  14862Q100
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Seth Cohen Management For For
1.2 Elect Director Bryan Roberts Management For For
1.3 Elect Director Kenny Van Zant 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
 
CASTLIGHT HEALTH, INC.
MEETING DATE:  JUN 10, 2021
TICKER:  CSLT       SECURITY ID:  45J99M272
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Seth Cohen Management For For
1.2 Elect Director Bryan Roberts Management For For
1.3 Elect Director Kenny Van Zant 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
 
CENTENE CORPORATION
MEETING DATE:  APR 27, 2021
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 Frederick H. Eppinger Management For For
1c Elect Director David L. Steward Management For For
1d Elect Director William L. Trubeck 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
5 Eliminate Supermajority Vote Requirement Management For For
6 Declassify the Board of Directors Shareholder For For
 
CIGNA CORPORATION
MEETING DATE:  APR 28, 2021
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 Isaiah Harris, Jr. 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 John M. Partridge Management For For
1j Elect Director Kimberly A. Ross Management For For
1k Elect Director Eric C. Wiseman Management For For
1l Elect Director Donna F. Zarcone 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
5 Provide Right to Act by Written Consent Shareholder Against Against
6 Report on Gender Pay Gap Shareholder Against For
7 Disclose Board Matrix Including Ideological Perspectives Shareholder Against Against
 
CLARIVATE PLC
MEETING DATE:  MAY 06, 2021
TICKER:  CLVT       SECURITY ID:  G21810109
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Valeria Alberola Management For For
1b Elect Director Usama N. Cortas Management For For
1c Elect Director Adam T. Levyn Management For For
1d Elect Director Charles J. Neral Management For For
1e Elect Director Roxane White Management For For
2 Declassify the Board of Directors Management For For
3 Amend Articles of Association to Permit Removal of Directors With or Without Cause Management For For
4 Amend Articles of Association to Eliminate Inapplicable Provisions Management For For
5 Authorise Market Purchase of Ordinary Shares from CPA Global Investors Management For For
6 Authorise Market Purchase of Ordinary Shares from Any Wholly Owned Subsidiary Management For For
7 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
8 Advisory Vote on Say on Pay Frequency Management One Year One Year
9 Ratify PricewaterhouseCoopers LLP as Auditors Management For For
 
CYTOKINETICS, INCORPORATED
MEETING DATE:  MAY 12, 2021
TICKER:  CYTK       SECURITY ID:  23282W605
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Robert I. Blum Management For For
1.2 Elect Director Robert M. Califf Management For For
1.3 Elect Director Sandford D. Smith 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
 
DANAHER CORPORATION
MEETING DATE:  MAY 05, 2021
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 Linda Hefner Filler Management For For
1c Elect Director Teri List Management For For
1d Elect Director Walter G. Lohr, Jr. Management For For
1e Elect Director Jessica L. Mega Management For For
1f Elect Director Mitchell P. Rales Management For For
1g Elect Director Steven M. Rales Management For For
1h Elect Director Pardis C. Sabeti Management For For
1i Elect Director John T. Schwieters Management For For
1j Elect Director Alan G. Spoon Management For For
1k Elect Director Raymond C. Stevens Management For For
1l 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 Reduce Ownership Threshold for Shareholders to Call Special Meeting Shareholder Against Against
 
DENALI THERAPEUTICS INC.
MEETING DATE:  JUN 02, 2021
TICKER:  DNLI       SECURITY ID:  24823R105
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Douglas Cole Management For For
1.2 Elect Director Jay Flatley Management For For
1.3 Elect Director Marc Tessier-Lavigne Management For For
1.4 Elect Director Nancy A. Thornberry 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
 
DEXCOM, INC.
MEETING DATE:  MAY 20, 2021
TICKER:  DXCM       SECURITY ID:  252131107
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Kevin R. Sayer Management For For
1.2 Elect Director Nicholas Augustinos Management For For
1.3 Elect Director Bridgette P. Heller 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 Declassify the Board of Directors Management For For
 
ELI LILLY AND COMPANY
MEETING DATE:  MAY 03, 2021
TICKER:  LLY       SECURITY ID:  532457108
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Katherine Baicker Management For For
1b Elect Director J. Erik Fyrwald Management For For
1c Elect Director Jamere Jackson Management For For
1d Elect Director Gabrielle Sulzberger Management For For
1e Elect Director Jackson P. Tai 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 Declassify the Board of Directors Management For For
5 Eliminate Supermajority Vote Requirement Management For For
6 Report on Lobbying Payments and Policy Shareholder Against Against
7 Require Independent Board Chair Shareholder Against Against
8 Adopt Policy on Bonus Banking Shareholder Against Against
9 Clawback Disclosure of Recoupment Activity from Senior Officers Shareholder Against Against
 
ENVISTA HOLDINGS CORPORATION
MEETING DATE:  MAY 25, 2021
TICKER:  NVST       SECURITY ID:  29415F104
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Wendy Carruthers Management For For
1.2 Elect Director Scott Huennekens Management For For
1.3 Elect Director Christine Tsingos Management For For
2a Declassify the Board of Directors Management For For
2b Eliminate Supermajority Vote Requirements 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
 
EXELIXIS, INC.
MEETING DATE:  MAY 26, 2021
TICKER:  EXEL       SECURITY ID:  30161Q104
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Charles Cohen Management For For
1b Elect Director Carl B. Feldbaum Management For For
1c Elect Director Maria C. Freire Management For For
1d Elect Director Alan M. Garber Management For For
1e Elect Director Vincent T. Marchesi Management For For
1f Elect Director Michael M. Morrissey Management For For
1g Elect Director Stelios Papadopoulos Management For For
1h Elect Director George Poste Management For For
1i Elect Director Julie Anne Smith Management For For
1j Elect Director Lance Willsey Management For For
1k Elect Director Jack L. Wyszomierski Management For For
2 Ratify Ernst & Young LLP as Auditor Management For For
3 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
 
FATE THERAPEUTICS, INC.
MEETING DATE:  JUN 02, 2021
TICKER:  FATE       SECURITY ID:  31189P102
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Robert Hershberg Management For For
1.2 Elect Director Michael Lee Management For For
1.3 Elect Director William H. Rastetter 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 Increase Authorized Common Stock Management For For
 
FORMA THERAPEUTICS HOLDINGS, INC.
MEETING DATE:  JUN 17, 2021
TICKER:  FMTX       SECURITY ID:  34633R104
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Selwyn M. Vickers Management For For
1.2 Elect Director Wayne A.I. Frederick Management For For
2 Ratify Ernst & Young LLP as Auditors Management For For
 
FUSION PHARMACEUTICALS INC.
MEETING DATE:  JUN 04, 2021
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 Philina Lee Management For For
1.7 Elect Director Chau Q. Khuong 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
 
GENERATION BIO CO.
MEETING DATE:  JUN 09, 2021
TICKER:  GBIO       SECURITY ID:  37148K100
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Jeffrey Jonas Management For For
1.2 Elect Director Geoff McDonough Management For For
1.3 Elect Director Donald Nicholson Management For For
2 Ratify Ernst & Young LLP as Auditors Management For For
 
GUARDANT HEALTH, INC.
MEETING DATE:  JUN 16, 2021
TICKER:  GH       SECURITY ID:  40131M109
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Helmy Eltoukhy Management For For
1b Elect Director AmirAli Talasaz Management For For
1c Elect Director Bahija Jallal 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
 
HARMONY BIOSCIENCES HOLDINGS, INC.
MEETING DATE:  MAY 20, 2021
TICKER:  HRMY       SECURITY ID:  413197104
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Jeffrey S. Aronin Management For Withhold
1.2 Elect Director R. Mark Graf Management For For
1.3 Elect Director John C. Jacobs Management For Withhold
2 Ratify Deloitte & Touche LLP as Auditors Management For For
 
HARMONY BIOSCIENCES HOLDINGS, INC.
MEETING DATE:  MAY 20, 2021
TICKER:  HRMY       SECURITY ID:  HCA460000
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Jeffrey S. Aronin Management For Withhold
1.2 Elect Director R. Mark Graf Management For For
1.3 Elect Director John C. Jacobs Management For Withhold
2 Ratify Deloitte & Touche LLP as Auditors Management For For
 
HCA HEALTHCARE, INC.
MEETING DATE:  APR 28, 2021
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 Charles O. Holliday, Jr. Management For For
1h Elect Director Michael W. Michelson Management For For
1i Elect Director Wayne J. Riley 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 Provide Right to Act by Written Consent Shareholder Against Against
5 Assess Feasibility of Increasing the Impact of the Company's Performance on Quality Metrics for Senior Executive Compensation Shareholder Against Against
 
HEALTH CATALYST, INC.
MEETING DATE:  JUN 10, 2021
TICKER:  HCAT       SECURITY ID:  42225T107
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Daniel Burton Management For For
1.2 Elect Director John A. Kane Management For For
1.3 Elect Director Julie Larson-Green 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
 
HOLOGIC INC.
MEETING DATE:  MAR 11, 2021
TICKER:  HOLX       SECURITY ID:  436440101
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Stephen P. MacMillan Management For For
1b Elect Director Sally W. Crawford Management For For
1c Elect Director Charles J. Dockendorff Management For For
1d Elect Director Scott T. Garrett Management For For
1e Elect Director Ludwig N. Hantson Management For For
1f Elect Director Namal Nawana Management For For
1g Elect Director Christiana Stamoulis Management For For
1h Elect Director Amy M. Wendell 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
 
HUMANA INC.
MEETING DATE:  APR 22, 2021
TICKER:  HUM       SECURITY ID:  444859102
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Kurt J. Hilzinger Management For For
1b Elect Director Raquel C. Bono Management For For
1c Elect Director Bruce D. Broussard Management For For
1d Elect Director Frank A. D'Amelio 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 David A. Jones, Jr. 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 James J. O'Brien Management For For
1m Elect Director Marissa T. Peterson Management For For
2 Ratify PricewaterhouseCoopers LLP as Auditors Management For For
3 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
 
INNOVENT BIOLOGICS, INC.
MEETING DATE:  JUN 24, 2021
TICKER:  1801       SECURITY ID:  G4818G101
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1 Accept Financial Statements and Statutory Reports Management For For
2.1 Elect Shuyun Chen as Director Management For Against
2.2 Elect Kaixian Chen as Director Management For For
3 Authorize Board to Fix Remuneration of Directors Management For Against
4 Approve Deloitte Touche Tohmatsu 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
 
INNOVENT BIOLOGICS, INC.
MEETING DATE:  JUN 24, 2021
TICKER:  1801       SECURITY ID:  G4818G101
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Approve Grant of Restricted Shares to De-Chao Michael Yu Under the 2020 RS Plan Management For Against
1b Authorize Board to Deal with All Matters in Relation to the Grant of Restricted Shares to De-Chao Michael Yu Under the 2020 RS Plan Management For Against
2a Approve Grant of Restricted Shares to Ronald Hao Xi Ede Under the 2020 RS Plan Management For Against
2b Authorize Board to Deal with All Matters in Relation to the Grant of Restricted Shares to Ronald Hao Xi Ede Under the 2020 RS Plan Management For Against
3a Approve Grant of Restricted Shares to Charles Leland Cooney Under the 2020 RS Plan Management For Against
3b Authorize Board to Deal with All Matters in Relation to the Grant of Restricted Shares to Charles Leland Cooney Under the 2020 RS Plan Management For Against
4a Approve Grant of Restricted Shares to Joyce I-Yin Hsu Under the 2020 RS Plan Management For Against
4b Authorize Board to Deal with All Matters in Relation to the Grant of Restricted Shares to Joyce I-Yin Hsu Under the 2020 RS Plan Management For Against
5a Approve Grant of Restricted Shares to Kaixian Chen Under the 2020 RS Plan Management For Against
5b Authorize Board to Deal with All Matters in Relation to the Grant of Restricted Shares to Kaixian Chen Under the 2020 RS Plan Management For Against
 
INSPIRE MEDICAL SYSTEMS, INC.
MEETING DATE:  APR 29, 2021
TICKER:  INSP       SECURITY ID:  457730109
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Marilyn Carlson Nelson Management For For
1.2 Elect Director Jerry C. Griffin Management For For
1.3 Elect Director Casey M. Tansey 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 27, 2021
TICKER:  PODD       SECURITY ID:  45784P101
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Wayne A. I. Frederick Management For For
1.2 Elect Director Shacey Petrovic Management For For
1.3 Elect Director Timothy J. Scannell Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Ratify Grant Thornton LLP as Auditors Management For For
 
INTUITIVE SURGICAL, INC.
MEETING DATE:  APR 22, 2021
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 Ratify PricewaterhouseCoopers LLP as Auditors Management For For
4 Amend Omnibus Stock Plan Management For For
 
JAWS ACQUISITION CORP.
MEETING DATE:  JUN 02, 2021
TICKER:  JWS       SECURITY ID:  G50744104
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1 Change Jurisdiction of Incorporation from Cayman Islands to Delaware Management For For
2 Approve SPAC Transaction Management For For
3 Approve Omnibus Stock Plan Management For For
4 Approve Nonqualified Employee Stock Purchase Plan Management For For
5 Amend Certificate of Incorporation Management For For
6A Increase Authorized Preferred and Common Stock Management For For
6B Authorize Board to Make Issuances of Preferred Stock Without Stockholder Consent Management For Against
6C Adopt Jurisdiction of Incorporation as the Exclusive Forum for Certain Disputes and Add Federal Forum Selection Provision Management For For
6D Approve All Other Proposed Changes Management For Against
7 Approve Issuance of Shares in Connection with the Business Combination Management For For
8 Adjourn Meeting Management For For
 
KEROS THERAPEUTICS, INC.
MEETING DATE:  JUN 01, 2021
TICKER:  KROS       SECURITY ID:  492327101
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Jasbir Seehra Management For For
1.2 Elect Director Nima Farzan Management For For
1.3 Elect Director Julius Knowles Management For For
2 Ratify Deloitte & Touche LLP as Auditors Management For For
 
KINNATE BIOPHARMA, INC.
MEETING DATE:  JUN 11, 2021
TICKER:  KNTE       SECURITY ID:  49705R105
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Carl Gordon Management For For
1.2 Elect Director Jim Tananbaum Management For For
2 Ratify KPMG LLP as Auditors Management For For
 
KURA ONCOLOGY, INC.
MEETING DATE:  JUN 22, 2021
TICKER:  KURA       SECURITY ID:  50127T109
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Troy E. Wilson Management For For
1.2 Elect Director Faheem Hasnain 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
 
KYMERA THERAPEUTICS, INC.
MEETING DATE:  JUN 16, 2021
TICKER:  KYMR       SECURITY ID:  501575104
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Pamela Esposito Management For For
1.2 Elect Director Gorjan Hrustanovic Management For For
1.3 Elect Director Donald W. Nicholson Management For For
2 Ratify Ernst & Young LLP as Auditors Management For For
 
LONZA GROUP AG
MEETING DATE:  MAY 06, 2021
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 3.00 per Share Management For For
5.1.1 Reelect Werner Bauer as Director Management For For
5.1.2 Reelect Albert Baehny as Director Management For For
5.1.3 Reelect Dorothee Deuring as Director Management For For
5.1.4 Reelect Angelica Kohlmann as Director Management For For
5.1.5 Reelect Christoph Maeder 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 Chairman 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 Ltd as Auditors Management For For
7 Designate ThomannFischer as Independent Proxy Management For For
8 Approve Remuneration of Directors in the Amount of CHF 2.7 Million Management For For
9.1 Approve Fixed Remuneration of Executive Committee in the Amount of CHF 5.6 Million for the Period July 1, 2021 - June 30, 2022 Management For For
9.2 Approve Variable Short-Term Remuneration of Executive Committee in the Amount of CHF 3.3 Million for Fiscal Year 2020 Management For For
9.3 Approve Variable Long-Term Remuneration of Executive Committee in the Amount of CHF 10.5 Million for Fiscal Year 2021 Management For For
10 Approve Renewal of CHF 7.5 Million Pool of Authorized Capital without Preemptive Rights Management For For
11 Transact Other Business (Voting) Management For Against
 
MARAVAI LIFESCIENCES HOLDINGS, INC.
MEETING DATE:  MAY 19, 2021
TICKER:  MRVI       SECURITY ID:  56600D107
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Carl Hull Management For For
1.2 Elect Director Benjamin Daverman Management For For
1.3 Elect Director Susannah Gray Management For For
1.4 Elect Director Constantine Mihas Management For For
2 Advisory Vote to Retain Classified Board Structure Management For Against
3 Advisory Vote to Retain Supermajority Vote Requirement to Amend Certificate of Incorporation and Bylaws Management For Against
4 Ratify Ernst & Young LLP as Auditors Management For For
 
MASIMO CORPORATION
MEETING DATE:  MAY 27, 2021
TICKER:  MASI       SECURITY ID:  574795100
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1 Elect Director Joe Kiani 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
 
MIRATI THERAPEUTICS, INC.
MEETING DATE:  MAY 12, 2021
TICKER:  MRTX       SECURITY ID:  60468T105
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Charles M. Baum Management For For
1.2 Elect Director Bruce L.A. Carter Management For For
1.3 Elect Director Julie M. Cherrington Management For For
1.4 Elect Director Aaron I. Davis Management For Withhold
1.5 Elect Director Henry J. Fuchs Management For For
1.6 Elect Director Michael Grey Management For For
1.7 Elect Director Faheem Hasnain Management For For
1.8 Elect Director Craig Johnson Management For For
1.9 Elect Director Maya Martinez-Davis Management For For
1.10 Elect Director Shalini Sharp 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
 
MORPHIC HOLDING, INC.
MEETING DATE:  JUN 16, 2021
TICKER:  MORF       SECURITY ID:  61775R105
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Gustav Christensen Management For For
1.2 Elect Director Martin Edwards Management For For
1.3 Elect Director Susannah Gray Management For For
1.4 Elect Director Amir Nashat Management For Withhold
2 Ratify Ernst & Young LLP as Auditors Management For For
 
NEKTAR THERAPEUTICS
MEETING DATE:  JUN 10, 2021
TICKER:  NKTR       SECURITY ID:  640268108
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Jeff Ajer Management For For
1b Elect Director Robert B. Chess Management For For
1c Elect Director Roy A. Whitfield Management For For
2 Amend Omnibus Stock Plan Management For Against
3 Ratify Ernst & Young LLP as Auditors Management For For
4 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
 
NEUROCRINE BIOSCIENCES, INC.
MEETING DATE:  MAY 19, 2021
TICKER:  NBIX       SECURITY ID:  64125C109
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director William H. Rastetter Management For For
1.2 Elect Director George J. Morrow Management For For
1.3 Elect Director Leslie V. Norwalk 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
 
NOVAVAX, INC.
MEETING DATE:  JUN 17, 2021
TICKER:  NVAX       SECURITY ID:  670002401
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Richard H. Douglas Management For For
1b Elect Director Margaret G. McGlynn Management For For
1c Elect Director David M. Mott 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 April 2020 Equity Awards Management For For
5 Ratify June 2020 Equity Awards Management For For
6 Ratify Ernst & Young LLP as Auditors Management For For
 
NUANCE COMMUNICATIONS, INC.
MEETING DATE:  FEB 02, 2021
TICKER:  NUAN       SECURITY ID:  67020Y100
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Mark Benjamin Management For For
1.2 Elect Director Daniel Brennan Management For For
1.3 Elect Director Lloyd Carney Management For For
1.4 Elect Director Thomas Ebling Management For For
1.5 Elect Director Robert Finocchio Management For For
1.6 Elect Director Laura S. Kaiser Management For For
1.7 Elect Director Michal Katz Management For For
1.8 Elect Director Mark Laret Management For For
1.9 Elect Director Sanjay Vaswani 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
4 Provide Right to Act by Written Consent Shareholder Against Against
 
OAK STREET HEALTH, INC.
MEETING DATE:  MAY 05, 2021
TICKER:  OSH       SECURITY ID:  67181A107
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Robbert Vorhoff Management For For
1.2 Elect Director Srdjan Vukovic Management For For
1.3 Elect Director Mike Pykosz Management For For
1.4 Elect Director Carl Daley Management For For
2 Advisory Vote to Retain Classified Board Structure Management For Against
3 Advisory Vote to Retain Supermajority Vote Requirement to Amend Certificate of Incorporation and Bylaws Management For Against
4 Ratify Restricted Stock Unit Awards to Kim Keck Management For For
5 Ratify Ernst & Young LLP as Auditors Management For For
 
OPTION CARE HEALTH, INC.
MEETING DATE:  MAY 19, 2021
TICKER:  OPCH       SECURITY ID:  68404L201
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director John J. Arlotta Management For For
1.2 Elect Director Elizabeth Q. Betten Management For For
1.3 Elect Director David W. Golding Management For For
1.4 Elect Director Harry M. Jansen Kraemer, Jr. Management For Withhold
1.5 Elect Director Alan Nielsen Management For For
1.6 Elect Director R. Carter Pate Management For For
1.7 Elect Director John C. Rademacher Management For For
1.8 Elect Director Nitin Sahney Management For For
1.9 Elect Director Timothy Sullivan Management For For
1.10 Elect Director Mark Vainisi 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
 
ORIC PHARMACEUTICALS, INC.
MEETING DATE:  JUN 16, 2021
TICKER:  ORIC       SECURITY ID:  68622P109
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Richard Heyman Management For For
1.2 Elect Director Lori Kunkel Management For For
2 Ratify KPMG LLP as Auditors Management For For
 
OUTSET MEDICAL, INC.
MEETING DATE:  JUN 03, 2021
TICKER:  OM       SECURITY ID:  690145107
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Leslie Trigg Management For For
1b Elect Director Karen Drexler Management For For
2 Ratify KPMG LLP as Auditors Management For For
 
PASSAGE BIO, INC.
MEETING DATE:  MAY 27, 2021
TICKER:  PASG       SECURITY ID:  702712100
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Bruce A. Goldsmith Management For For
1.2 Elect Director Derrell D. Porter Management For For
1.3 Elect Director Tadataka Yamada Management For For
2 Ratify KPMG LLP as Auditors Management For For
 
PENUMBRA, INC.
MEETING DATE:  JUN 02, 2021
TICKER:  PEN       SECURITY ID:  70975L107
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Adam Elsesser Management For For
1.2 Elect Director Harpreet Grewal Management For For
2 Ratify Deloitte & Touche 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
 
PHARVARIS NV
MEETING DATE:  JUN 29, 2021
TICKER:  PHVS       SECURITY ID:  N69605108
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 Adopt Financial Statements Management For For
4 Approve Discharge of Directors Management For For
5 Receive Explanation on Company's Reserves and Dividend Policy Management None None
6 Elect Viviane Monges as Non-Executive Director Management For For
7 Close Meeting Management None None
 
PLIANT THERAPEUTICS, INC.
MEETING DATE:  JUN 29, 2021
TICKER:  PLRX       SECURITY ID:  729139105
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Hoyoung Huh Management For For
1b Elect Director Neil Exter Management For For
1c Elect Director David Pyott Management For For
2 Ratify Deloitte & Touche LLP as Auditors Management For For
 
POSEIDA THERAPEUTICS, INC.
MEETING DATE:  JUN 16, 2021
TICKER:  PSTX       SECURITY ID:  73730P108
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1 Elect Director John P. Schmid Management For For
2 Ratify PricewaterhouseCoopers LLP as Auditors Management For For
 
POSEIDA THERAPEUTICS, INC.
MEETING DATE:  JUN 16, 2021
TICKER:  PSTX       SECURITY ID:  HAD232000
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1 Elect Director John P. Schmid Management For For
2 Ratify PricewaterhouseCoopers LLP as Auditors Management For For
 
PRELUDE THERAPEUTICS INCORPORATED
MEETING DATE:  JUN 18, 2021
TICKER:  PRLD       SECURITY ID:  74065P101
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Paul A. Friedman Management For For
1.2 Elect Director David Bonita Management For For
2 Ratify Ernst & Young LLP as Auditors Management For For
 
PTC THERAPEUTICS, INC.
MEETING DATE:  JUN 08, 2021
TICKER:  PTCT       SECURITY ID:  69366J200
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Emma Reeve Management For For
1.2 Elect Director Michael Schmertzler Management For For
1.3 Elect Director Glenn D. Steele, Jr. Management For For
1.4 Elect Director Mary Smith Management For For
2 Increase Authorized Common Stock Management For For
3 Amend Qualified Employee Stock Purchase Plan 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
 
REDE D'OR SAO LUIZ SA
MEETING DATE:  APR 30, 2021
TICKER:  RDOR3       SECURITY ID:  P79942101
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1 Amend Article 5 to Reflect Changes in Capital, Amend Articles and Consolidate Bylaws Management For For
2 Approve Agreement to Absorb Maximagem - Diagnostico por Imagem Ltda Management For For
3 Ratify Meden Consultoria Empresarial Ltda as Independent Firm to Appraise Proposed Transaction Management For For
4 Approve Independent Firm's Appraisal Management For For
5 Approve Absorption of Maximagem - Diagnostico por Imagem Ltda Management For For
6 Authorize Board to Ratify and Execute Approved Resolutions Management For For
 
REDE D'OR SAO LUIZ SA
MEETING DATE:  APR 30, 2021
TICKER:  RDOR3       SECURITY ID:  P79942101
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1 Accept Financial Statements and Statutory Reports for Fiscal Year Ended Dec. 31, 2020 Management For For
2 Approve Allocation of Income and Dividends Management For For
3 Approve Remuneration of Company's Management Management For Against
4 Do You Wish to Request Installation of a Fiscal Council, Under the Terms of Article 161 of the Brazilian Corporate Law? Management None For
 
REGENERON PHARMACEUTICALS, INC.
MEETING DATE:  JUN 11, 2021
TICKER:  REGN       SECURITY ID:  75886F107
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director N. Anthony Coles Management For For
1b Elect Director Arthur F. Ryan Management For For
1c Elect Director George L. Sing Management For For
1d Elect Director Marc Tessier-Lavigne Management For Against
2 Ratify PricewaterhouseCoopers LLP as Auditors Management For For
 
RELAY THERAPEUTICS, INC.
MEETING DATE:  MAY 19, 2021
TICKER:  RLAY       SECURITY ID:  75943R102
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Sanjiv K. Patel Management For For
1.2 Elect Director Linda A. Hill Management For For
2 Ratify Ernst & Young LLP as Auditors Management For For
 
REPARE THERAPEUTICS, INC.
MEETING DATE:  MAY 13, 2021
TICKER:  RPTX       SECURITY ID:  760273102
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Jerel Davis Management For For
1.2 Elect Director Todd Foley Management For For
1.3 Elect Director Ann D. Rhoads Management For For
2 Ratify Ernst & Young LLP as Auditors Management For For
 
REVANCE THERAPEUTICS, INC.
MEETING DATE:  MAY 05, 2021
TICKER:  RVNC       SECURITY ID:  761330109
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Angus C. Russell Management For For
1.2 Elect Director Julian S. Gangolli Management For For
1.3 Elect Director Olivia C. Ware 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 Increase Authorized Common Stock Management For For
 
REVOLUTION MEDICINES, INC.
MEETING DATE:  JUN 22, 2021
TICKER:  RVMD       SECURITY ID:  76155X100
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Elizabeth McKee Anderson Management For For
1.2 Elect Director Neil Exter Management For For
1.3 Elect Director Flavia Borellini Management For For
2 Ratify PricewaterhouseCoopers LLP as Auditors Management For For
 
ROYALTY PHARMA PLC
MEETING DATE:  JUN 24, 2021
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 William Ford Management For For
1g Elect Director M. Germano Giuliani 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 Advisory Vote on Say on Pay Frequency Management One Year One Year
4 Ratify Ernst & Young as Auditors Management For For
5 Accept Financial Statements and Statutory Reports Management For For
6 Approve Remuneration Policy Management For For
7 Approve Remuneration Report Management For For
8 Ratify Ernst & Young as U.K. Statutory Auditors Management For For
9 Authorise Board to Fix Remuneration of Auditors Management For For
 
ROYALTY PHARMA PLC
MEETING DATE:  JUN 24, 2021
TICKER:  RPRX       SECURITY ID:  GJG210000
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 William Ford Management For For
1g Elect Director M. Germano Giuliani 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 Advisory Vote on Say on Pay Frequency Management One Year One Year
4 Ratify Ernst & Young as Auditors Management For For
5 Accept Financial Statements and Statutory Reports Management For For
6 Approve Remuneration Policy Management For For
7 Approve Remuneration Report Management For For
8 Ratify Ernst & Young as U.K. Statutory Auditors Management For For
9 Authorise Board to Fix Remuneration of Auditors Management For For
 
SAGE THERAPEUTICS, INC.
MEETING DATE:  JUN 10, 2021
TICKER:  SAGE       SECURITY ID:  78667J108
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Elizabeth (Liz) Barrett Management For For
1.2 Elect Director Geno Germano Management For For
1.3 Elect Director Steven Paul Management For Withhold
2 Ratify PricewaterhouseCoopers LLP as Auditors Management For For
3 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
 
SAREPTA THERAPEUTICS, INC.
MEETING DATE:  JUN 03, 2021
TICKER:  SRPT       SECURITY ID:  803607100
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Richard J. Barry Management For For
1.2 Elect Director M. Kathleen Behrens Management For For
1.3 Elect Director Claude Nicaise Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Ratify KPMG LLP as Auditors Management For For
 
SCHOLAR ROCK HOLDING CORPORATION
MEETING DATE:  MAY 27, 2021
TICKER:  SRRK       SECURITY ID:  80706P103
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Jeffrey S. Flier Management For For
1.2 Elect Director Amir Nashat Management For For
1.3 Elect Director Akshay Vaishnaw Management For For
2 Ratify Ernst & Young LLP as Auditors Management For For
 
SEER, INC.
MEETING DATE:  JUN 16, 2021
TICKER:  SEER       SECURITY ID:  81578P106
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Catherine J. Friedman Management For For
1.2 Elect Director Omead Ostadan Management For For
1.3 Elect Director Mostafa Ronaghi Management For For
2 Ratify Deloitte & Touche LLP as Auditors Management For For
 
SEER, INC.
MEETING DATE:  JUN 16, 2021
TICKER:  SEER       SECURITY ID:  GJD267000
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Catherine J. Friedman Management For For
1.2 Elect Director Omead Ostadan Management For For
1.3 Elect Director Mostafa Ronaghi Management For For
2 Ratify Deloitte & Touche LLP as Auditors Management For For
 
SHATTUCK LABS, INC.
MEETING DATE:  JUN 08, 2021
TICKER:  STTK       SECURITY ID:  82024L103
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Tyler Brous Management For For
1.2 Elect Director Josiah Hornblower Management For For
1.3 Elect Director Michael Lee Management For For
2 Ratify KPMG LLP as Auditors Management For For
 
STOKE THERAPEUTICS, INC.
MEETING DATE:  JUN 08, 2021
TICKER:  STOK       SECURITY ID:  86150R107
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Arthur A. Levin Management For For
1.2 Elect Director Jennifer C. Burstein Management For For
2 Ratify KPMG LLP as Auditors Management For For
 
SURGERY PARTNERS, INC.
MEETING DATE:  MAY 26, 2021
TICKER:  SGRY       SECURITY ID:  86881A100
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Clifford G. Adlerz Management For For
1.2 Elect Director J. Eric Evans Management For For
1.3 Elect Director Andrew T. Kaplan Management For For
1.4 Elect Director Blair E. Hendrix 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 Omnibus Stock Plan Management For For
 
TANDEM DIABETES CARE, INC.
MEETING DATE:  MAY 18, 2021
TICKER:  TNDM       SECURITY ID:  875372203
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Dick P. Allen Management For For
1b Elect Director Rebecca B. Robertson Management For For
1c Elect Director Rajwant "Raj" S. Sodhi 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
 
TAYSHA GENE THERAPIES, INC.
MEETING DATE:  JUN 17, 2021
TICKER:  TSHA       SECURITY ID:  877619106
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director RA Session, II Management For For
1.2 Elect Director Paul B. Manning Management For For
2 Ratify Deloitte & Touche LLP as Auditors Management For For
 
TG THERAPEUTICS, INC.
MEETING DATE:  JUN 16, 2021
TICKER:  TGTX       SECURITY ID:  88322Q108
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Laurence N. Charney Management For Withhold
1.2 Elect Director Yann Echelard Management For Withhold
1.3 Elect Director William J. Kennedy Management For Withhold
1.4 Elect Director Kenneth Hoberman Management For Withhold
1.5 Elect Director Daniel Hume Management For Withhold
1.6 Elect Director Sagar Lonial Management For Withhold
1.7 Elect Director Michael S. Weiss Management For For
2 Increase Authorized Common Stock Management For For
3 Ratify KPMG LLP as Auditors Management For For
 
THERAVANCE BIOPHARMA, INC.
MEETING DATE:  APR 27, 2021
TICKER:  TBPH       SECURITY ID:  G8807B106
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Eran Broshy Management For For
1.2 Elect Director Laurie Smaldone Alsup Management For For
1.3 Elect Director Burton G. Malkiel Management For For
2 Ratify Appointment of Deepika R. Pakianathan as Director Management For For
3 Ratify Ernst & Young LLP as Auditors Management For For
 
THERMO FISHER SCIENTIFIC INC.
MEETING DATE:  MAY 19, 2021
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 C. Martin Harris Management For For
1d Elect Director Tyler Jacks Management For For
1e Elect Director R. Alexandra Keith Management For For
1f Elect Director Thomas J. Lynch Management For For
1g Elect Director Jim P. Manzi Management For For
1h Elect Director James C. Mullen Management For For
1i Elect Director Lars R. Sorensen Management For For
1j Elect Director Debora L. Spar Management For For
1k Elect Director Scott M. Sperling Management For For
1l Elect Director Dion J. Weisler Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Ratify PricewaterhouseCoopers LLP as Auditor Management For For
4 Provide Right to Call A Special Meeting Shareholder Against Against
 
TURNING POINT THERAPEUTICS, INC.
MEETING DATE:  JUN 02, 2021
TICKER:  TPTX       SECURITY ID:  90041T108
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Simeon J. George Management For For
1.2 Elect Director Carol Gallagher 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 Ernst & Young LLP as Auditors Management For For
 
UCB SA
MEETING DATE:  APR 29, 2021
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 1.27 per Share Management For For
5 Approve Remuneration Report Management For For
6 Approve Remuneration Policy Management For For
7 Approve Discharge of Directors Management For For
8 Approve Discharge of Auditors Management For For
9.1.A Elect Stefan Oschmann as Director Management For For
9.1.B Indicate Stefan Oschmann as Independent Director Management For For
9.2 Elect Fiona du Monceau as Director Management For For
9.3.A Ratify the Co-optation of Susan Gasser as Independent Director Management For For
9.3.B Elect Susan Gasser as Director Management For For
9.3.C Indicate Susan Gasser as Independent Director Management For For
9.4.A Elect Jonathan Peacock as Director Management For For
9.4.B Indicate Jonathan Peacock as Independent Director Management For For
9.5.A Reelect Albrecht De Graeve as Director Management For For
9.5.B Indicate Albrecht De Graeve as Independent Director Management For For
9.6.A Elect Viviane Monges as Director Management For For
9.6.B Indicate Viviane Monges as Independent Director Management For For
10 Ratify Mazars as Auditors Management For For
11 Approve Long-Term Incentive Plans - Program of Free Allocation of Shares Management For For
12.1 Approve Change-of-Control Clause Re: EMTN Program Management For For
 
UNIQURE N.V.
MEETING DATE:  DEC 01, 2020
TICKER:  QURE       SECURITY ID:  N90064101
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1 Elect Robert Gut as Non-Executive Director Management For For
 
UNIQURE N.V.
MEETING DATE:  JUN 16, 2021
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 David Meek Management For For
4 Elect Director Paula Soteropoulos Management For For
5 Amend Omnibus Stock Plan Management For For
6 Grant Board Authority to Issue Shares and Options Management For For
7 Grant Board Authority to Issue Shares and Restrict/Exclude Preemptive Rights Management For For
8 Authorize Repurchase of Up to 10 Percent of Issued Share Capital Management For For
9 Ratify KPMG Accountants N.V. as Auditors Management For For
10 Increase Authorized Common Stock Management For For
11 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
 
UNITEDHEALTH GROUP INCORPORATED
MEETING DATE:  JUN 07, 2021
TICKER:  UNH       SECURITY ID:  91324P102
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Richard T. Burke Management For For
1b Elect Director Timothy P. Flynn Management For For
1c Elect Director Stephen J. Hemsley Management For For
1d Elect Director Michele J. Hooper Management For For
1e Elect Director F. William McNabb, III Management For For
1f Elect Director Valerie C. Montgomery Rice Management For For
1g Elect Director John H. Noseworthy Management For For
1h Elect Director Gail R. Wilensky Management For For
1i Elect Director Andrew Witty 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 Qualified Employee Stock Purchase Plan Management For For
5 Reduce Ownership Threshold for Shareholders to Call Special Meeting Shareholder Against Against
 
VAXCYTE, INC.
MEETING DATE:  JUN 02, 2021
TICKER:  PCVX       SECURITY ID:  92243G108
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Rob Hopfner Management For For
1.2 Elect Director Patrick Heron Management For For
2 Ratify Deloitte & Touche LLP as Auditors Management For For
 
VEEVA SYSTEMS INC.
MEETING DATE:  JAN 13, 2021
TICKER:  VEEV       SECURITY ID:  922475108
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1 Approve Conversion to Delaware Public Benefit Corporation Management For For
2 Declassify the Board of Directors Management For For
 
VEEVA SYSTEMS INC.
MEETING DATE:  JUN 23, 2021
TICKER:  VEEV       SECURITY ID:  922475108
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Mark Carges Management For For
1b Elect Director Paul E. Chamberlain Management For For
1c Elect Director Ronald E.F. Codd Management For For
1d Elect Director Peter P. Gassner Management For For
1e Elect Director Mary Lynne Hedley Management For For
1f Elect Director Gordon Ritter Management For For
1g Elect Director Paul Sekhri Management For For
1h Elect Director Matthew J. Wallach 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 Three Years One Year
5 Provide Right to Call Special Meeting Management For For
6 Provide Right to Call a Special Meeting at a 15 Percent Ownership Threshold Shareholder Against Against
 
VERTEX PHARMACEUTICALS INCORPORATED
MEETING DATE:  MAY 19, 2021
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 Yuchun Lee Management For For
1.7 Elect Director Jeffrey Leiden Management For For
1.8 Elect Director Margaret McGlynn Management For For
1.9 Elect Director Diana McKenzie Management For For
1.10 Elect Director Bruce Sachs 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 Report on Lobbying Payments and Policy Shareholder Against Against
5 Report on Political Contributions and Expenditures Shareholder Against Against
 
VESPER HEALTHCARE ACQUISITION CORP.
MEETING DATE:  APR 29, 2021
TICKER:  VSPR       SECURITY ID:  92538T104
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1 Approve SPAC Transaction Management For For
A If you Certify that you are Not Acting in Concert, or as a Group, in Connection with the Proposed Business Combination, you should vote FOR this proposal. If you are Acting in Concert, vote AGAINST Management None For
2 Approve Issuance of Shares for a Private Placement Management For For
3 Amend Certificate of Incorporation Management For For
4A Adopt Supermajority Vote Requirement to Amend Certificate of Incorporation Management For Against
4B Opt Out of Section 203 of the DGCL Management For For
4C Increase Authorized Common Stock and Eliminate Class B Common Stock Management For For
4D Adopt Provision on Waiver of Corporate Opportunity Management For Against
5.1 Elect Director Brenton L. Saunders Management For For
5.2 Elect Director Clint Carnell Management For For
5.3 Elect Director Michael D. Capellas Management For For
5.4 Elect Director Julius Few Management For For
5.5 Elect Director Michelle Kerrick Management For For
5.6 Elect Director Brian Miller Management For For
5.7 Elect Director Doug Schillinger Management For For
6 Approve Omnibus Stock Plan Management For Against
7 Approve Qualified Employee Stock Purchase Plan Management For For
8 Adjourn Meeting Management For Against
 
XENCOR, INC.
MEETING DATE:  JUN 24, 2021
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 Yujiro S. Hata Management For For
1.6 Elect Director A. Bruce Montgomery Management For For
1.7 Elect Director Richard J. Ranieri Management For For
1.8 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
 
ZENTALIS PHARMACEUTICALS, INC.
MEETING DATE:  JUN 04, 2021
TICKER:  ZNTL       SECURITY ID:  98943L107
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Kimberly Blackwell Management For For
1.2 Elect Director Enoch Kariuki Management For For
2 Ratify Ernst & Young LLP as Auditors Management For For
3 Amend Qualified Employee Stock Purchase Plan Management For For
 
ZYMEWORKS INC.
MEETING DATE:  MAY 05, 2021
TICKER:  ZYME       SECURITY ID:  98985W102
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Susan Mahony Management For For
1.2 Elect Director Kelvin Neu Management For For
1.3 Elect Director Ali Tehrani Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Approve KPMG LLP as Auditors and Authorize Board to Fix Their Remuneration Management For For

VOTE SUMMARY REPORT
SELECT HEALTH CARE SERVICES PORTFOLIO
07/01/2020 - 06/30/2021

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.

 
1LIFE HEALTHCARE, INC.
MEETING DATE:  JUN 03, 2021
TICKER:  ONEM       SECURITY ID:  68269G107
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Bruce W. Dunlevie Management For Withhold
1.2 Elect Director David P. Kennedy Management For Withhold
2 Ratify PricewaterhouseCoopers LLP as Auditors Management For For
 
AMEDISYS, INC.
MEETING DATE:  JUN 08, 2021
TICKER:  AMED       SECURITY ID:  023436108
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Vickie L. Capps Management For For
1b Elect Director Molly J. Coye Management For For
1c Elect Director Julie D. Klapstein Management For For
1d Elect Director Teresa L. Kline Management For For
1e Elect Director Paul B. Kusserow Management For For
1f Elect Director Richard A. Lechleiter Management For For
1g Elect Director Bruce D. Perkins Management For For
1h Elect Director Jeffrey A. Rideout Management For For
1i Elect Director Ivanetta Davis Samuels Management For For
2 Ratify KPMG LLP as Auditors Management For For
3 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
 
AMERISOURCEBERGEN CORPORATION
MEETING DATE:  MAR 11, 2021
TICKER:  ABC       SECURITY ID:  03073E105
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Ornella Barra Management For For
1b Elect Director Steven H. Collis Management For For
1c Elect Director D. Mark Durcan Management For For
1d Elect Director Richard W. Gochnauer Management For For
1e Elect Director Lon R. Greenberg Management For For
1f Elect Director Jane E. Henney Management For For
1g Elect Director Kathleen W. Hyle Management For For
1h Elect Director Michael J. Long Management For For
1i Elect Director Henry W. McGee Management For For
1j Elect Director Dennis M. Nally 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 Require Independent Board Chairman Shareholder Against Against
 
ANDLAUER HEALTHCARE GROUP INC.
MEETING DATE:  MAY 12, 2021
TICKER:  AND       SECURITY ID:  034223107
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1A Elect Director Ronalee Ambrose Management For For
1B Elect Director Michael Andlauer Management For For
1C Elect Director Andrew Clark Management For For
1D Elect Director Peter Jelley Management For For
1E Elect Director Cameron Joyce Management For For
1F Elect Director Joseph Schlett Management For For
1G Elect Director Evelyn Sutherland Management For For
1H Elect Director Thomas Wellner Management For For
2 Approve KPMG LLP as Auditors and Authorize Board to Fix Their Remuneration Management For For
 
ANTHEM, INC.
MEETING DATE:  MAY 26, 2021
TICKER:  ANTM       SECURITY ID:  036752103
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Lewis Hay, III Management For For
1.2 Elect Director Antonio F. Neri Management For For
1.3 Elect Director Ramiro G. Peru 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
 
BROOKDALE SENIOR LIVING INC.
MEETING DATE:  JUN 17, 2021
TICKER:  BKD       SECURITY ID:  112463104
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Jordan R. Asher Management For For
1.2 Elect Director Lucinda M. Baier Management For For
1.3 Elect Director Marcus E. Bromley Management For For
1.4 Elect Director Frank M. Bumstead Management For For
1.5 Elect Director Victoria L. Freed Management For For
1.6 Elect Director Rita Johnson-Mills Management For For
1.7 Elect Director Guy P. Sansone Management For For
1.8 Elect Director Denise W. Warren Management For For
1.9 Elect Director Lee S. Wielansky 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
 
CENTENE CORPORATION
MEETING DATE:  APR 27, 2021
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 Frederick H. Eppinger Management For For
1c Elect Director David L. Steward Management For For
1d Elect Director William L. Trubeck 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
5 Eliminate Supermajority Vote Requirement Management For For
6 Declassify the Board of Directors Shareholder For For
 
CHANGE HEALTHCARE, INC.
MEETING DATE:  SEP 02, 2020
TICKER:  CHNG       SECURITY ID:  15912K100
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Neil E. de Crescenzo Management For For
1b Elect Director Howard L. Lance Management For For
1c Elect Director Nella Domenici Management For For
1d Elect Director Nicholas L. Kuhar Management For For
1e Elect Director Diana McKenzie Management For For
1f Elect Director Bansi Nagji Management For For
1g Elect Director Philip M. Pead Management For For
1h Elect Director Phillip W. Roe Management For For
1i Elect Director Neil P. Simpkins Management For For
1j Elect Director Robert J. Zollars 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
 
CHEMED CORPORATION
MEETING DATE:  MAY 17, 2021
TICKER:  CHE       SECURITY ID:  16359R103
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Kevin J. McNamara Management For For
1.2 Elect Director Ron DeLyons Management For For
1.3 Elect Director Joel F. Gemunder Management For For
1.4 Elect Director Patrick P. Grace Management For Against
1.5 Elect Director Christopher J. Heaney Management For For
1.6 Elect Director Thomas C. Hutton Management For For
1.7 Elect Director Andrea R. Lindell Management For For
1.8 Elect Director Thomas P. Rice Management For For
1.9 Elect Director Donald E. Saunders Management For For
1.10 Elect Director George J. Walsh, III Management For For
2 Ratify PricewaterhouseCoopers LLP as Auditor Management For For
3 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
4 Report on Political Contributions Shareholder Against Against
 
CIGNA CORPORATION
MEETING DATE:  APR 28, 2021
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 Isaiah Harris, Jr. 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 John M. Partridge Management For For
1j Elect Director Kimberly A. Ross Management For For
1k Elect Director Eric C. Wiseman Management For For
1l Elect Director Donna F. Zarcone 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
5 Provide Right to Act by Written Consent Shareholder Against Against
6 Report on Gender Pay Gap Shareholder Against For
7 Disclose Board Matrix Including Ideological Perspectives Shareholder Against Against
 
COVETRUS, INC.
MEETING DATE:  MAY 12, 2021
TICKER:  CVET       SECURITY ID:  22304C100
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Mark J. Manoff Management For For
1.2 Elect Director Edward M. McNamara Management For For
1.3 Elect Director Steven Paladino Management For For
1.4 Elect Director Sandra Peterson Management For For
2 Ratify BDO USA, LLP as Auditors Management For For
3 Eliminate Supermajority Vote Requirement Management For For
4 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
 
CVS HEALTH CORPORATION
MEETING DATE:  MAY 13, 2021
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 C. David Brown, II Management For For
1c Elect Director Alecia A. DeCoudreaux Management For For
1d Elect Director Nancy-Ann M. DeParle Management For For
1e Elect Director David W. Dorman 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
1l Elect Director William C. Weldon Management For For
1m Elect Director Tony L. White 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 Reduce Ownership Threshold for Shareholders to Request Action by Written Consent Shareholder Against Against
5 Require Independent Board Chair Shareholder Against Against
 
DEERFIELD HEALTHCARE TECHNOLOGY ACQUISITIONS CORP.
MEETING DATE:  JUN 04, 2021
TICKER:  DFHT       SECURITY ID:  244413100
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1 Approve SPAC Transaction Management For For
2 Approve Issuance of Shares for a Private Placement Management For For
3 Amend Certificate of Incorporation Management For For
4 Approve Omnibus Stock Plan Management For Against
5 Adjourn Meeting Management For For
 
EHEALTH, INC.
MEETING DATE:  JUN 30, 2021
TICKER:  EHTH       SECURITY ID:  28238P109
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director James E. Murray Management For For
1.2 Elect Director Cesar M. Soriano Management For For
1.3 Elect Director Dale B. Wolf 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
 
GOHEALTH, INC.
MEETING DATE:  MAY 26, 2021
TICKER:  GOCO       SECURITY ID:  38046W105
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Rahm Emanuel Management For For
1.2 Elect Director Helene D. Gayle Management For For
1.3 Elect Director Alexander E. Timm Management For For
2 Ratify Ernst & Young LLP as Auditors Management For For
 
GUARDANT HEALTH, INC.
MEETING DATE:  JUN 16, 2021
TICKER:  GH       SECURITY ID:  40131M109
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Helmy Eltoukhy Management For For
1b Elect Director AmirAli Talasaz Management For For
1c Elect Director Bahija Jallal 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
 
HCA HEALTHCARE, INC.
MEETING DATE:  APR 28, 2021
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 Charles O. Holliday, Jr. Management For For
1h Elect Director Michael W. Michelson Management For For
1i Elect Director Wayne J. Riley 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 Provide Right to Act by Written Consent Shareholder Against Against
5 Assess Feasibility of Increasing the Impact of the Company's Performance on Quality Metrics for Senior Executive Compensation Shareholder Against Against
 
HUMANA INC.
MEETING DATE:  APR 22, 2021
TICKER:  HUM       SECURITY ID:  444859102
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Kurt J. Hilzinger Management For For
1b Elect Director Raquel C. Bono Management For For
1c Elect Director Bruce D. Broussard Management For For
1d Elect Director Frank A. D'Amelio 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 David A. Jones, Jr. 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 James J. O'Brien Management For For
1m Elect Director Marissa T. Peterson Management For For
2 Ratify PricewaterhouseCoopers LLP as Auditors Management For For
3 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
 
JAWS ACQUISITION CORP.
MEETING DATE:  JUN 02, 2021
TICKER:  JWS       SECURITY ID:  G50744104
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1 Change Jurisdiction of Incorporation from Cayman Islands to Delaware Management For For
2 Approve SPAC Transaction Management For For
3 Approve Omnibus Stock Plan Management For For
4 Approve Nonqualified Employee Stock Purchase Plan Management For For
5 Amend Certificate of Incorporation Management For For
6A Increase Authorized Preferred and Common Stock Management For For
6B Authorize Board to Make Issuances of Preferred Stock Without Stockholder Consent Management For Against
6C Adopt Jurisdiction of Incorporation as the Exclusive Forum for Certain Disputes and Add Federal Forum Selection Provision Management For For
6D Approve All Other Proposed Changes Management For Against
7 Approve Issuance of Shares in Connection with the Business Combination Management For For
8 Adjourn Meeting Management For For
 
LHC GROUP, INC.
MEETING DATE:  JUN 10, 2021
TICKER:  LHCG       SECURITY ID:  50187A107
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Keith G. Myers Management For For
1.2 Elect Director Ronald T. Nixon Management For For
1.3 Elect Director W. Earl Reed, III Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Ratify KPMG LLP as Auditors Management For For
 
MCKESSON CORPORATION
MEETING DATE:  JUL 29, 2020
TICKER:  MCK       SECURITY ID:  58155Q103
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Dominic J. Caruso Management For For
1b Elect Director N. Anthony Coles Management For For
1c Elect Director M. Christine Jacobs Management For For
1d Elect Director Donald R. Knauss Management For For
1e Elect Director Marie L. Knowles Management For For
1f Elect Director Bradley E. Lerman Management For For
1g Elect Director Maria Martinez Management For For
1h Elect Director Edward A. Mueller Management For For
1i Elect Director Susan R. Salka Management For For
1j Elect Director Brian S. Tyler Management For For
1k Elect Director Kenneth E. Washington 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 Act by Written Consent Shareholder Against Against
5 Report on Lobbying Payments and Policy Shareholder Against Against
6 Report on the Statement on the Purpose of a Corporation Shareholder Against Against
 
MOLINA HEALTHCARE, INC.
MEETING DATE:  MAY 06, 2021
TICKER:  MOH       SECURITY ID:  60855R100
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Daniel Cooperman Management For For
1b Elect Director Stephen H. Lockhart Management For For
1c Elect Director Richard M. Schapiro Management For For
1d Elect Director Ronna E. Romney Management For For
1e Elect Director Dale B. Wolf Management For For
1f Elect Director Joseph M. Zubretsky 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
 
OAK STREET HEALTH, INC.
MEETING DATE:  MAY 05, 2021
TICKER:  OSH       SECURITY ID:  67181A107
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Robbert Vorhoff Management For For
1.2 Elect Director Srdjan Vukovic Management For For
1.3 Elect Director Mike Pykosz Management For For
1.4 Elect Director Carl Daley Management For For
2 Advisory Vote to Retain Classified Board Structure Management For Against
3 Advisory Vote to Retain Supermajority Vote Requirement to Amend Certificate of Incorporation and Bylaws Management For Against
4 Ratify Restricted Stock Unit Awards to Kim Keck Management For For
5 Ratify Ernst & Young LLP as Auditors Management For For
 
OPTION CARE HEALTH, INC.
MEETING DATE:  MAY 19, 2021
TICKER:  OPCH       SECURITY ID:  68404L201
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director John J. Arlotta Management For For
1.2 Elect Director Elizabeth Q. Betten Management For For
1.3 Elect Director David W. Golding Management For For
1.4 Elect Director Harry M. Jansen Kraemer, Jr. Management For Withhold
1.5 Elect Director Alan Nielsen Management For For
1.6 Elect Director R. Carter Pate Management For For
1.7 Elect Director John C. Rademacher Management For For
1.8 Elect Director Nitin Sahney Management For For
1.9 Elect Director Timothy Sullivan Management For For
1.10 Elect Director Mark Vainisi 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
 
QUEST DIAGNOSTICS INCORPORATED
MEETING DATE:  MAY 21, 2021
TICKER:  DGX       SECURITY ID:  74834L100
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Vicky B. Gregg Management For For
1.2 Elect Director Wright L. Lassiter, III Management For For
1.3 Elect Director Timothy L. Main Management For For
1.4 Elect Director Denise M. Morrison Management For For
1.5 Elect Director Gary M. Pfeiffer Management For For
1.6 Elect Director Timothy M. Ring Management For For
1.7 Elect Director Stephen H. Rusckowski Management For For
1.8 Elect Director Helen I. Torley Management For For
1.9 Elect Director Gail R. Wilensky 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 Act by Written Consent Shareholder Against Against
 
REDE D'OR SAO LUIZ SA
MEETING DATE:  APR 30, 2021
TICKER:  RDOR3       SECURITY ID:  P79942101
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1 Amend Article 5 to Reflect Changes in Capital, Amend Articles and Consolidate Bylaws Management For For
2 Approve Agreement to Absorb Maximagem - Diagnostico por Imagem Ltda Management For For
3 Ratify Meden Consultoria Empresarial Ltda as Independent Firm to Appraise Proposed Transaction Management For For
4 Approve Independent Firm's Appraisal Management For For
5 Approve Absorption of Maximagem - Diagnostico por Imagem Ltda Management For For
6 Authorize Board to Ratify and Execute Approved Resolutions Management For For
 
REDE D'OR SAO LUIZ SA
MEETING DATE:  APR 30, 2021
TICKER:  RDOR3       SECURITY ID:  P79942101
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1 Accept Financial Statements and Statutory Reports for Fiscal Year Ended Dec. 31, 2020 Management For For
2 Approve Allocation of Income and Dividends Management For For
3 Approve Remuneration of Company's Management Management For Against
4 Do You Wish to Request Installation of a Fiscal Council, Under the Terms of Article 161 of the Brazilian Corporate Law? Management None For
 
SELECTQUOTE, INC.
MEETING DATE:  OCT 27, 2020
TICKER:  SLQT       SECURITY ID:  816307300
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Timothy "Tim" Danker Management For For
1.2 Elect Director Kavita Patel Management For For
2 Ratify Deloitte & Touche LLP as Auditors Management For For
 
SURGERY PARTNERS, INC.
MEETING DATE:  MAY 26, 2021
TICKER:  SGRY       SECURITY ID:  86881A100
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Clifford G. Adlerz Management For For
1.2 Elect Director J. Eric Evans Management For For
1.3 Elect Director Andrew T. Kaplan Management For For
1.4 Elect Director Blair E. Hendrix 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 Omnibus Stock Plan Management For For
 
TELADOC HEALTH, INC.
MEETING DATE:  OCT 29, 2020
TICKER:  TDOC       SECURITY ID:  87918A105
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 Adjourn Meeting Management For For
 
TELADOC HEALTH, INC.
MEETING DATE:  MAY 17, 2021
TICKER:  TDOC       SECURITY ID:  87918A105
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Christopher Bischoff Management For For
1b Elect Director Karen L. Daniel Management For For
1c Elect Director Sandra L. Fenwick Management For For
1d Elect Director William H. Frist Management For For
1e Elect Director Jason Gorevic Management For For
1f Elect Director Catherine A. Jacobson Management For For
1g Elect Director Thomas G. McKinley Management For For
1h Elect Director Kenneth H. Paulus Management For For
1i Elect Director David Shedlarz Management For For
1j Elect Director Mark Douglas Smith Management For For
1k Elect Director David B. Snow, Jr. 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
 
U.S. PHYSICAL THERAPY, INC.
MEETING DATE:  AUG 18, 2020
TICKER:  USPH       SECURITY ID:  90337L108
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Edward L. Kuntz Management For For
1.2 Elect Director Christopher J. Reading Management For For
1.3 Elect Director Lawrance W. McAfee Management For For
1.4 Elect Director Mark J. Brookner Management For For
1.5 Elect Director Harry S. Chapman Management For For
1.6 Elect Director Bernard A. Harris, Jr. Management For For
1.7 Elect Director Kathleen A. Gilmartin Management For For
1.8 Elect Director Regg E. Swanson Management For For
1.9 Elect Director Clayton K. Trier Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Ratify Grant Thornton LLP as Auditors Management For For
4 Other Business Management None Against
 
U.S. PHYSICAL THERAPY, INC.
MEETING DATE:  MAY 18, 2021
TICKER:  USPH       SECURITY ID:  90337L108
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Edward L. Kuntz Management For For
1.2 Elect Director Christopher J. Reading Management For For
1.3 Elect Director Mark J. Brookner Management For For
1.4 Elect Director Harry S. Chapman Management For For
1.5 Elect Director Bernard A. Harris, Jr. Management For For
1.6 Elect Director Kathleen A. Gilmartin Management For For
1.7 Elect Director Reginald E. Swanson Management For For
1.8 Elect Director Clayton K. Trier Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Ratify Grant Thornton LLP as Auditors Management For For
4 Other Business Management None Against
 
UNITEDHEALTH GROUP INCORPORATED
MEETING DATE:  JUN 07, 2021
TICKER:  UNH       SECURITY ID:  91324P102
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Richard T. Burke Management For For
1b Elect Director Timothy P. Flynn Management For For
1c Elect Director Stephen J. Hemsley Management For For
1d Elect Director Michele J. Hooper Management For For
1e Elect Director F. William McNabb, III Management For For
1f Elect Director Valerie C. Montgomery Rice Management For For
1g Elect Director John H. Noseworthy Management For For
1h Elect Director Gail R. Wilensky Management For For
1i Elect Director Andrew Witty 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 Qualified Employee Stock Purchase Plan Management For For
5 Reduce Ownership Threshold for Shareholders to Call Special Meeting Shareholder Against Against

VOTE SUMMARY REPORT
SELECT INDUSTRIALS PORTFOLIO
07/01/2020 - 06/30/2021

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:  FEB 24, 2021
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 Robert G. Card Management For For
1.3 Elect Director Diane C. Creel Management For For
1.4 Elect Director Jacqueline C. Hinman Management For For
1.5 Elect Director Lydia H. Kennard Management For For
1.6 Elect Director W. Troy Rudd Management For For
1.7 Elect Director Clarence T. Schmitz Management For For
1.8 Elect Director Douglas W. Stotlar Management For For
1.9 Elect Director Daniel R. Tishman Management For For
1.10 Elect Director Sander van't Noordende Management For For
1.11 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 Report on Lobbying Payments and Policy Shareholder Against For
 
AERCAP HOLDINGS NV
MEETING DATE:  MAY 12, 2021
TICKER:  AER       SECURITY ID:  N00985106
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1 Open Meeting Management None None
2 Receive Board Report (Non-Voting) Management None None
3 Adopt Financial Statements Management For For
4 Receive Explanation on Company's Reserves and Dividend Policy Management None None
5 Approve Discharge of Directors Management For For
6 Approve Acquisition of GECAS Business Management For For
7.a Reelect Aengus Kelly as Executive Director Management For For
7.b Reelect Paul Dacier as Non-Executive Director Management For For
7.c Reelect Michael Walsh as Non-Executive Director Management For For
7.d Reelect James Lawrence as Non-Executive Director Management For For
8 Elect Jennifer VanBelle as Non-Executive Director Management For For
9 Approve Increase of Ordinary Shares in the Company's Capital Available for Issuance under the Company's Equity Incentive Plan Management For For
10 Approve Appointment of Peter L. Juhas as the Person Referred to in Article 16, Paragraph 8 of the Company's Articles of Association Management For For
11 Ratify PricewaterhouseCoopers Accountants N.V. as Auditors Management For For
12.a Grant Board Authority to Issue Shares Up to 10 Percent of Issued Capital Management For For
12.b Authorize Board to Exclude Preemptive Rights from Share Issuances under Item 12.a Management For For
12.c Grant Board Authority to Issue Additional Shares Up To 10 Percent of Issued Capital in Case of Merger or Acquisition Management For For
12.d Authorize Board to Exclude Preemptive Rights from Share Issuances under Item 12.c Management For For
12.e Grant Board Authority to Issue Additional Shares in Relation to the Anticipated Acquisition of the GECAS Business Management For For
12.f Authorize Board to Exclude Preemptive Rights from Share Issuances under Item 12.e Management For For
13.a Authorize Repurchase of Shares Management For For
13.b Conditional Authorization to Repurchase Additional Shares Management For For
14 Approve Reduction in Share Capital through Cancellation of Shares Management For For
15 Amend Articles Re: Increase Authorize Share Capital and to Permit Interim Filling of Vacancies on the Board of Directors Management For For
16 Allow Questions Management None None
17 Close Meeting Management None None
 
ALASKA AIR GROUP, INC.
MEETING DATE:  MAY 06, 2021
TICKER:  ALK       SECURITY ID:  011659109
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Patricia M. Bedient Management For For
1b Elect Director James A. Beer Management For For
1c Elect Director Raymond L. Conner Management For For
1d Elect Director Daniel K. Elwell Management For For
1e Elect Director Dhiren R. Fonseca Management For For
1f Elect Director Kathleen T. Hogan Management For For
1g Elect Director Jessie J. Knight, Jr. Management For For
1h Elect Director Susan J. Li Management For For
1i Elect Director Benito Minicucci Management For For
1j Elect Director Helvi K. Sandvik Management For For
1k Elect Director J. Kenneth Thompson Management For For
1l Elect Director Bradley D. Tilden Management For For
1m Elect Director Eric K. Yeaman 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
 
AMETEK, INC.
MEETING DATE:  MAY 06, 2021
TICKER:  AME       SECURITY ID:  031100100
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Tod E. Carpenter Management For For
1b Elect Director Karleen M. Oberton 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
 
ARCBEST CORPORATION
MEETING DATE:  APR 29, 2021
TICKER:  ARCB       SECURITY ID:  03937C105
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Eduardo F. Conrado Management For For
1.2 Elect Director Fredrik J. Eliasson Management For For
1.3 Elect Director Stephen E. Gorman Management For For
1.4 Elect Director Michael P. Hogan Management For For
1.5 Elect Director Kathleen D. McElligott Management For For
1.6 Elect Director Judy R. McReynolds Management For For
1.7 Elect Director Craig E. Philip Management For For
1.8 Elect Director Steven L. Spinner Management For For
1.9 Elect Director Janice E. Stipp 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 Ernst & Young LLP as Auditors Management For For
 
CATERPILLAR INC.
MEETING DATE:  JUN 09, 2021
TICKER:  CAT       SECURITY ID:  149123101
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Kelly A. Ayotte Management For For
1.2 Elect Director David L. Calhoun Management For For
1.3 Elect Director Daniel M. Dickinson Management For For
1.4 Elect Director Gerald Johnson Management For For
1.5 Elect Director David W. MacLennan Management For For
1.6 Elect Director Debra L. Reed-Klages Management For For
1.7 Elect Director Edward B. Rust, Jr. Management For For
1.8 Elect Director Susan C. Schwab Management For For
1.9 Elect Director D. James Umpleby, III Management For For
1.10 Elect Director Miles D. White Management For For
1.11 Elect Director Rayford Wilkins, Jr. Management For For
2 Ratify PricewaterhouseCoopers as Auditors Management For For
3 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
4 Report on Climate Policy Shareholder Against Against
5 Report on Diversity and Inclusion Efforts Shareholder Against For
6 Amend Certificate of Incorporate to become Public Benefit Corporation Shareholder Against Against
7 Provide Right to Act by Written Consent Shareholder Against Against
 
CHART INDUSTRIES, INC.
MEETING DATE:  MAY 13, 2021
TICKER:  GTLS       SECURITY ID:  16115Q308
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Carey Chen Management For For
1.2 Elect Director Jillian C. Evanko Management For For
1.3 Elect Director Steven W. Krablin Management For For
1.4 Elect Director Singleton B. McAllister Management For For
1.5 Elect Director Michael L. Molinini Management For For
1.6 Elect Director David M. Sagehorn Management For For
2 Ratify Deloitte & Touche LLP as Auditor Management For For
3 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
 
CINTAS CORPORATION
MEETING DATE:  OCT 27, 2020
TICKER:  CTAS       SECURITY ID:  172908105
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Gerald S. Adolph Management For For
1b Elect Director John F. Barrett Management For For
1c Elect Director Melanie W. Barstad Management For For
1d Elect Director Karen L. Carnahan Management For For
1e Elect Director Robert E. Coletti Management For For
1f Elect Director Scott D. Farmer Management For For
1g Elect Director Joseph Scaminace Management For For
1h Elect Director Ronald W. Tysoe 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 Report on Political Contributions Disclosure Shareholder Against For
 
CLARIVATE PLC
MEETING DATE:  MAY 06, 2021
TICKER:  CLVT       SECURITY ID:  G21810109
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Valeria Alberola Management For For
1b Elect Director Usama N. Cortas Management For For
1c Elect Director Adam T. Levyn Management For For
1d Elect Director Charles J. Neral Management For For
1e Elect Director Roxane White Management For For
2 Declassify the Board of Directors Management For For
3 Amend Articles of Association to Permit Removal of Directors With or Without Cause Management For For
4 Amend Articles of Association to Eliminate Inapplicable Provisions Management For For
5 Authorise Market Purchase of Ordinary Shares from CPA Global Investors Management For For
6 Authorise Market Purchase of Ordinary Shares from Any Wholly Owned Subsidiary Management For For
7 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
8 Advisory Vote on Say on Pay Frequency Management One Year One Year
9 Ratify PricewaterhouseCoopers LLP as Auditors Management For For
 
COLFAX CORPORATION
MEETING DATE:  MAY 12, 2021
TICKER:  CFX       SECURITY ID:  194014106
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Mitchell P. Rales Management For For
1b Elect Director Matthew L. Trerotola Management For For
1c Elect Director Patrick W. Allender Management For For
1d Elect Director Thomas S. Gayner Management For Against
1e Elect Director Rhonda L. Jordan Management For For
1f Elect Director Liam J. Kelly Management For For
1g Elect Director Philip A. Okala Management For For
1h Elect Director A. Clayton Perfall Management For For
1i Elect Director Didier Teirlinck Management For For
1j Elect Director Rajiv Vinnakota Management For For
1k Elect Director Sharon Wienbar 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
 
COPART, INC.
MEETING DATE:  DEC 04, 2020
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
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Amend Omnibus Stock Plan Management For For
4 Ratify Ernst & Young LLP as Auditors Management For For
 
FLOWSERVE CORPORATION
MEETING DATE:  MAY 20, 2021
TICKER:  FLS       SECURITY ID:  34354P105
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director R. Scott Rowe Management For For
1b Elect Director Sujeet Chand Management For For
1c Elect Director Ruby R. Chandy Management For For
1d Elect Director Gayla J. Delly Management For For
1e Elect Director Roger L. Fix Management For For
1f Elect Director John R. Friedery Management For For
1g Elect Director John L. Garrison Management For For
1h Elect Director Michael C. McMurray Management For For
1i Elect Director David E. Roberts Management For For
1j Elect Director Carlyn R. Taylor 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 Eliminate Supermajority Vote Requirement to Approve Certain Business Combinations Management For For
 
FORTIVE CORPORATION
MEETING DATE:  JUN 08, 2021
TICKER:  FTV       SECURITY ID:  34959J108
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Daniel L. Comas Management For For
1b Elect Director Feroz Dewan Management For For
1c Elect Director Sharmistha Dubey Management For For
1d Elect Director Rejji P. Hayes Management For For
1e Elect Director James A. Lico Management For For
1f Elect Director Kate D. Mitchell Management For For
1g Elect Director Jeannine Sargent Management For For
1h Elect Director Alan G. Spoon 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 Provide Right to Call Special Meeting Management For For
5 Provide Right to Act by Written Consent Shareholder Against Against
 
GENERAC HOLDINGS INC.
MEETING DATE:  JUN 17, 2021
TICKER:  GNRC       SECURITY ID:  368736104
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Robert D. Dixon Management For For
1.2 Elect Director David A. Ramon Management For For
1.3 Elect Director William D. Jenkins, Jr. Management For For
1.4 Elect Director Kathryn V. Roedel 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
 
GENERAL ELECTRIC COMPANY
MEETING DATE:  MAY 04, 2021
TICKER:  GE       SECURITY ID:  369604103
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Sebastien Bazin Management For Against
1b Elect Director Ashton Carter Management For For
1c Elect Director H. Lawrence Culp, Jr. Management For For
1d Elect Director Francisco D'Souza Management For Against
1e Elect Director Edward Garden Management For Against
1f Elect Director Thomas Horton Management For Against
1g Elect Director Risa Lavizzo-Mourey Management For For
1h Elect Director Catherine Lesjak Management For For
1i Elect Director Paula Rosput Reynolds Management For Against
1j Elect Director Leslie Seidman Management For For
1k Elect Director James Tisch 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
4 Approve Reverse Stock Split Management For For
5 Require More Director Nominations Than Open Seats Shareholder Against Against
6 Require Independent Board Chair Shareholder Against Against
7 Report on Meeting the Criteria of the Net Zero Indicator Shareholder For For
 
HEICO CORPORATION
MEETING DATE:  MAR 19, 2021
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 Adolfo Henriques Management For For
1.3 Elect Director Mark H. Hildebrandt Management For For
1.4 Elect Director Eric A. Mendelson Management For For
1.5 Elect Director Laurans A. Mendelson Management For For
1.6 Elect Director Victor H. Mendelson Management For For
1.7 Elect Director Julie Neitzel Management For For
1.8 Elect Director Alan Schriesheim Management For For
1.9 Elect Director Frank J. Schwitter 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
 
HERC HOLDINGS INC.
MEETING DATE:  MAY 13, 2021
TICKER:  HRI       SECURITY ID:  42704L104
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Patrick D. Campbell Management For For
1b Elect Director Lawrence H. Silber Management For For
1c Elect Director James H. Browning Management For For
1d Elect Director Shari L. Burgess Management For For
1e Elect Director Jonathan Frates Management For For
1f Elect Director Jean K. Holley Management For For
1g Elect Director Jacob M. Katz Management For For
1h Elect Director Michael A. Kelly Management For For
1i Elect Director Andrew N. Langham Management For For
1j Elect Director Mary Pat Salomone Management For For
1k Elect Director Andrew J. Teno Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Ratify PricewaterhouseCoopers LLP as Auditors Management For For
 
HONEYWELL INTERNATIONAL INC.
MEETING DATE:  MAY 21, 2021
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 B. 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 Judd Gregg Management For For
1H Elect Director Grace D. Lieblein Management For For
1I Elect Director Raymond T. Odierno Management For For
1J Elect Director George Paz Management For For
1K Elect Director Robin L. Washington Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Ratify Deloitte & Touche LLP as Auditor Management For For
4 Provide Right to Act by Written Consent Shareholder Against Against
 
HOWMET AEROSPACE INC.
MEETING DATE:  MAY 25, 2021
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 Against
1e Elect Director Robert F. Leduc Management For Against
1f Elect Director David J. Miller Management For For
1g Elect Director Jody G. Miller Management For For
1h Elect Director Tolga I. Oal Management For For
1i Elect Director Nicole W. Piasecki Management For Against
1j Elect Director John C. Plant Management For For
1k 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 Against
4 Require Independent Board Chair Shareholder Against Against
 
INGERSOLL RAND INC.
MEETING DATE:  JUN 16, 2021
TICKER:  IR       SECURITY ID:  45687V106
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1 Declassify the Board of Directors Management For For
2 Eliminate Supermajority Vote Requirement to Amend Certificate of Incorporation Management For For
3 Eliminate Supermajority Vote Requirement to Amend Bylaws Management For For
4 Ratify Deloitte & Touche LLP as Auditors Management For For
5 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
6a.1 Elect Director Peter M. Stavros Management For For
6a.2 Elect Director Kirk E. Arnold Management For For
6a.3 Elect Director Elizabeth Centoni Management For For
6a.4 Elect Director William P. Donnelly Management For For
6a.5 Elect Director Gary D. Forsee Management For For
6a.6 Elect Director John Humphrey Management For For
6a.7 Elect Director Marc E. Jones Management For For
6a.8 Elect Director Vicente Reynal Management For For
6a.9 Elect Director Joshua T. Weisenbeck Management For For
6a.10 Elect Director Tony L. White Management For For
6b.11 Elect Director Peter M. Stavros Management For For
6b.12 Elect Director Elizabeth Centoni Management For For
6b.13 Elect Director Gary D. Forsee Management For For
6b.14 Elect Director Tony L. White Management For For
 
ITT INC.
MEETING DATE:  MAY 19, 2021
TICKER:  ITT       SECURITY ID:  45073V108
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Orlando D. Ashford Management For For
1b Elect Director Geraud Darnis Management For For
1c Elect Director Donald DeFosset, Jr. Management For For
1d Elect Director Nicholas C. Fanandakis Management For For
1e Elect Director Richard P. Lavin Management For For
1f Elect Director Mario Longhi *Withdrawn Resolution* Management None None
1g Elect Director Rebecca A. McDonald Management For For
1h Elect Director Timothy H. Powers Management For For
1i Elect Director Luca Savi Management For For
1j Elect Director Cheryl L. Shavers Management For For
1k Elect Director Sabrina Soussan Management For For
2 Ratify Deloitte & Touche LLP as Auditor Management For For
3 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
4 Reduce Ownership Threshold for Shareholders to Call Special Meeting Shareholder Against Against
 
JETBLUE AIRWAYS CORPORATION
MEETING DATE:  MAY 13, 2021
TICKER:  JBLU       SECURITY ID:  477143101
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director B. Ben Baldanza Management For For
1b Elect Director Peter Boneparth Management For For
1c Elect Director Monte Ford Management For For
1d Elect Director Robin Hayes Management For For
1e Elect Director Ellen Jewett Management For For
1f Elect Director Robert Leduc Management For For
1g Elect Director Teri McClure Management For For
1h Elect Director Sarah Robb O'Hagan Management For For
1i Elect Director Vivek Sharma Management For For
1j Elect Director Thomas Winkelmann 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 Reduce Ownership Threshold for Shareholders to Call Special Meeting Shareholder Against Against
 
JOHNSON CONTROLS INTERNATIONAL PLC
MEETING DATE:  MAR 10, 2021
TICKER:  JCI       SECURITY ID:  G51502105
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Jean Blackwell Management For For
1b Elect Director Pierre Cohade Management For For
1c Elect Director Michael E. Daniels Management For For
1d Elect Director Juan Pablo del Valle Perochena Management For For
1e Elect Director W. Roy Dunbar Management For For
1f Elect Director Gretchen R. Haggerty Management For For
1g Elect Director Simone Menne Management For For
1h Elect Director George R. Oliver Management For For
1i Elect Director Jurgen Tinggren Management For For
1j Elect Director Mark Vergnano Management For For
1k Elect Director R. David Yost Management For For
1l Elect Director John D. Young Management For For
2a Ratify PricewaterhouseCoopers LLP as Auditors Management For For
2b Authorize Board to Fix Remuneration of Auditors Management For For
3 Authorize Market Purchases of Company Shares Management For For
4 Determine Price Range for Reissuance of Treasury Shares Management For For
5 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
6 Approve Omnibus Stock Plan Management For For
7 Approve the Directors' Authority to Allot Shares Management For For
8 Approve the Disapplication of Statutory Pre-Emption Rights Management For For
 
KADANT INC.
MEETING DATE:  MAY 19, 2021
TICKER:  KAI       SECURITY ID:  48282T104
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Erin L. Russell Management For For
1.2 Elect Director William P. Tully Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Approve the Issuance of Restricted Stock Units to Non-Employee Directors Management For For
4 Ratify KPMG LLP as Auditors Management For For
 
KANSAS CITY SOUTHERN
MEETING DATE:  MAY 20, 2021
TICKER:  KSU       SECURITY ID:  485170302
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Lydia I. Beebe Management For Against
1.2 Elect Director Lu M. Cordova Management For For
1.3 Elect Director Robert J. Druten Management For For
1.4 Elect Director Antonio O. Garza, Jr. Management For For
1.5 Elect Director David Garza-Santos Management For Against
1.6 Elect Director Janet H. Kennedy Management For For
1.7 Elect Director Mitchell J. Krebs Management For For
1.8 Elect Director Henry J. Maier Management For Against
1.9 Elect Director Thomas A. McDonnell Management For For
1.10 Elect Director Patrick J. Ottensmeyer Management For For
2 Ratify PricewaterhouseCoopers LLP as Auditor Management For For
3 Advisory Vote to Ratify Named Executive Officers' Compensation Management For Against
 
MATSON, INC.
MEETING DATE:  APR 22, 2021
TICKER:  MATX       SECURITY ID:  57686G105
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Meredith J. Ching Management For For
1.2 Elect Director Matthew J. Cox Management For For
1.3 Elect Director Thomas B. Fargo Management For For
1.4 Elect Director Mark H. Fukunaga Management For For
1.5 Elect Director Stanley M. Kuriyama Management For For
1.6 Elect Director Constance H. Lau Management For For
1.7 Elect Director Jenai S. Wall 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 Deloitte & Touche LLP as Auditors Management For For
 
NORFOLK SOUTHERN CORPORATION
MEETING DATE:  MAY 13, 2021
TICKER:  NSC       SECURITY ID:  655844108
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Thomas D. Bell, Jr. Management For For
1b Elect Director Mitchell E. Daniels, Jr. Management For For
1c Elect Director Marcela E. Donadio Management For For
1d Elect Director John C. Huffard, Jr. Management For For
1e Elect Director Christopher T. Jones Management For For
1f Elect Director Thomas C. Kelleher Management For For
1g Elect Director Steven F. Leer Management For For
1h Elect Director Michael D. Lockhart Management For For
1i Elect Director Amy E. Miles Management For For
1j Elect Director Claude Mongeau Management For For
1k Elect Director Jennifer F. Scanlon Management For For
1l Elect Director James A. Squires Management For For
1m Elect Director John R. Thompson 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 Proxy Access Right Shareholder Against Against
5 Report on Corporate Climate Lobbying Aligned with Paris Agreement Shareholder Against Against
 
NVENT ELECTRIC PLC
MEETING DATE:  MAY 14, 2021
TICKER:  NVT       SECURITY ID:  G6700G107
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Jerry W. Burris Management For For
1b Elect Director Susan M. Cameron Management For For
1c Elect Director Michael L. Ducker Management For For
1d Elect Director Randall J. Hogan Management For For
1e Elect Director Ronald L. Merriman Management For For
1f Elect Director Nicola Palmer Management For For
1g Elect Director Herbert K. Parker Management For For
1h Elect Director Greg Scheu Management For For
1i Elect Director Beth A. Wozniak Management For For
1j Elect Director Jacqueline Wright 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 Price Range for Reissuance of Treasury Shares Management For For
 
OLD DOMINION FREIGHT LINE, INC.
MEETING DATE:  MAY 19, 2021
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 Bradley R. Gabosch Management For For
1.5 Elect Director Greg C. Gantt Management For For
1.6 Elect Director Patrick D. Hanley Management For For
1.7 Elect Director John D. Kasarda Management For For
1.8 Elect Director Wendy T. Stallings Management For For
1.9 Elect Director Thomas A. Stith, III Management For For
1.10 Elect Director Leo H. Suggs Management For For
1.11 Elect Director D. Michael Wray 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
 
PARKER-HANNIFIN CORPORATION
MEETING DATE:  OCT 28, 2020
TICKER:  PH       SECURITY ID:  701094104
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Lee C. Banks Management For For
1b Elect Director Robert G. Bohn Management For For
1c Elect Director Linda S. Harty Management For For
1d Elect Director Kevin A. Lobo Management For For
1e Elect Director Candy M. Obourn Management For For
1f Elect Director Joseph Scaminace Management For For
1g Elect Director Ake Svensson Management For For
1h Elect Director Laura K. Thompson Management For For
1i Elect Director James R. Verrier Management For For
1j Elect Director James L. Wainscott Management For For
1k Elect Director Thomas L. Williams 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
 
RAYTHEON TECHNOLOGIES CORPORATION
MEETING DATE:  APR 26, 2021
TICKER:  RTX       SECURITY ID:  75513E101
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Tracy A. Atkinson Management For For
1b Elect Director Gregory J. Hayes Management For For
1c Elect Director Thomas A. Kennedy Management For For
1d Elect Director Marshall O. Larsen Management For For
1e Elect Director George R. Oliver Management For For
1f Elect Director Robert K. (Kelly) Ortberg Management For For
1g Elect Director Margaret L. O'Sullivan Management For For
1h Elect Director Dinesh C. Paliwal Management For For
1i Elect Director Ellen M. Pawlikowski Management For For
1j Elect Director Denise L. Ramos Management For For
1k Elect Director Fredric G. Reynolds Management For For
1l Elect Director Brian C. Rogers Management For For
1m Elect Director James A. Winnefeld, Jr. Management For For
1n Elect Director Robert O. Work 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 Approve Executive Incentive Bonus Plan Management For For
5 Amend Omnibus Stock Plan Management For For
6 Amend Proxy Access Right Shareholder Against Against
 
REGAL BELOIT CORPORATION
MEETING DATE:  APR 27, 2021
TICKER:  RBC       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 Christopher L. Doerr Management For For
1e Elect Director Dean A. Foate 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
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Ratify Deloitte & Touche LLP as Auditors Management For For
 
ROCKWELL AUTOMATION, INC.
MEETING DATE:  FEB 02, 2021
TICKER:  ROK       SECURITY ID:  773903109
Proposal No Proposal Proposed By Management Recommendation Vote Cast
A1 Elect Director William P. Gipson Management For For
A2 Elect Director J. Phillip Holloman Management For For
A3 Elect Director Steven R. Kalmanson Management For For
A4 Elect Director Lawrence D. Kingsley Management For For
A5 Elect Director Lisa A. Payne Management For For
B Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
C Ratify Deloitte & Touche LLP as Auditors Management For For
 
ROPER TECHNOLOGIES, INC.
MEETING DATE:  JUN 14, 2021
TICKER:  ROP       SECURITY ID:  776696106
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Shellye L. Archambeau Management For For
1.2 Elect Director Amy Woods Brinkley Management For For
1.3 Elect Director John F. Fort, III Management For For
1.4 Elect Director L. Neil Hunn Management For For
1.5 Elect Director Robert D. Johnson Management For For
1.6 Elect Director Laura G. Thatcher Management For For
1.7 Elect Director Richard F. Wallman Management For For
1.8 Elect Director Christopher Wright 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 Approve Omnibus Stock Plan Management For For
 
SAIA, INC.
MEETING DATE:  APR 27, 2021
TICKER:  SAIA       SECURITY ID:  78709Y105
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Di-Ann Eisnor Management For For
1.2 Elect Director Jeffrey C. Ward Management For For
1.3 Elect Director Susan F. Ward Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Declassify the Board of Directors Management For For
4 Ratify KPMG LLP as Auditors Management For For
 
SOUTHWEST AIRLINES CO.
MEETING DATE:  MAY 19, 2021
TICKER:  LUV       SECURITY ID:  844741108
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director David W. Biegler Management For For
1b Elect Director J. Veronica Biggins Management For For
1c Elect Director Douglas H. Brooks Management For For
1d Elect Director William H. Cunningham Management For For
1e Elect Director John G. Denison Management For For
1f Elect Director Thomas W. Gilligan Management For For
1g Elect Director Gary C. Kelly Management For For
1h Elect Director Grace D. Lieblein Management For For
1i Elect Director Nancy B. Loeffler Management For For
1j Elect Director John T. Montford Management For For
1k Elect Director Ron Ricks Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Ratify Ernst & Young LLP as Auditor Management For For
4 Provide Right to Act by Written Consent Shareholder Against Against
5 Adopt Majority Vote Cast to Remove Directors With or Without Cause Shareholder Against For
 
TELEDYNE TECHNOLOGIES INCORPORATED
MEETING DATE:  APR 28, 2021
TICKER:  TDY       SECURITY ID:  879360105
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Denise R. Cade Management For For
1.2 Elect Director Simon M. Lorne Management For For
1.3 Elect Director Wesley W. von Schack 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
 
TELEDYNE TECHNOLOGIES INCORPORATED
MEETING DATE:  MAY 13, 2021
TICKER:  TDY       SECURITY ID:  879360105
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
 
THE BOEING COMPANY
MEETING DATE:  APR 20, 2021
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 Edmund P. Giambastiani, Jr. Management For Against
1e Elect Director Lynn J. Good Management For For
1f Elect Director Akhil Johri Management For For
1g Elect Director Lawrence W. Kellner Management For Against
1h Elect Director Steven M. Mollenkopf Management For For
1i Elect Director John M. Richardson Management For For
1j Elect Director Ronald A. Williams 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 Lobbying Payments and Policy Shareholder Against Against
5 Provide Right to Act by Written Consent Shareholder Against Against
 
THE MIDDLEBY CORPORATION
MEETING DATE:  MAY 10, 2021
TICKER:  MIDD       SECURITY ID:  596278101
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Sarah Palisi Chapin Management For For
1.2 Elect Director Timothy J. FitzGerald Management For For
1.3 Elect Director Cathy L. McCarthy Management For For
1.4 Elect Director John R. Miller, III Management For For
1.5 Elect Director Robert A. Nerbonne Management For For
1.6 Elect Director Gordon O'Brien Management For For
1.7 Elect Director Nassem Ziyad Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Approve Omnibus Stock Plan Management For For
4 Ratify Ernst & Young LLP as Auditors Management For For
 
TRANE TECHNOLOGIES PLC
MEETING DATE:  JUN 03, 2021
TICKER:  TT       SECURITY ID:  G8994E103
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Kirk E. Arnold Management For For
1b Elect Director Ann C. Berzin Management For For
1c Elect Director John Bruton Management For For
1d Elect Director Jared L. Cohon Management For For
1e Elect Director Gary D. Forsee Management For For
1f Elect Director Linda P. Hudson Management For For
1g Elect Director Michael W. Lamach Management For For
1h Elect Director Myles P. Lee Management For For
1i Elect Director April Miller Boise Management For For
1j Elect Director Karen B. Peetz Management For For
1k Elect Director John P. Surma Management For For
1l Elect Director Tony L. White Management For For
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 Authorize Issue of Equity Management For For
5 Renew Directors' Authority to Issue Shares for Cash Management For For
6 Authorize Reissuance of Repurchased Shares Management For For
 
TRANSDIGM GROUP INCORPORATED
MEETING DATE:  MAR 18, 2021
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 Mervin Dunn Management For Withhold
1.3 Elect Director Michael S. Graff Management For For
1.4 Elect Director Sean P. Hennessy Management For For
1.5 Elect Director W. Nicholas Howley Management For For
1.6 Elect Director Raymond F. Laubenthal 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 J. Small Management For For
1.10 Elect Director John Staer Management For For
1.11 Elect Director Kevin Stein 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
 
TRINET GROUP, INC.
MEETING DATE:  MAY 27, 2021
TICKER:  TNET       SECURITY ID:  896288107
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Katherine August-deWilde Management For For
1.2 Elect Director H. Raymond Bingham Management For For
1.3 Elect Director Ralph A. Clark Management For For
1.4 Elect Director Maria Contreras-Sweet Management For For
1.5 Elect Director Shawn Guertin 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
 
UBER TECHNOLOGIES, INC.
MEETING DATE:  MAY 10, 2021
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 Yasir Al-Rumayyan Management For For
1i Elect Director John Thain Management For For
1j Elect Director David I. Trujillo Management For For
1k 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 Eliminate Supermajority Vote Requirement Management For For
5 Report on Lobbying Payments and Policy Shareholder Against Against
 
UNION PACIFIC CORPORATION
MEETING DATE:  MAY 13, 2021
TICKER:  UNP       SECURITY ID:  907818108
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Andrew H. Card, Jr. Management For For
1b Elect Director William J. DeLaney Management For For
1c Elect Director David B. Dillon Management For For
1d Elect Director Lance M. Fritz Management For For
1e Elect Director Deborah C. Hopkins Management For For
1f Elect Director Jane H. Lute Management For For
1g Elect Director Michael R. McCarthy Management For For
1h Elect Director Thomas F. McLarty, III Management For For
1i Elect Director Jose H. Villarreal Management For For
1j Elect Director Christopher J. Williams 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 For
5 Approve Nonqualified Employee Stock Purchase Plan Management For For
6 Report on EEO Shareholder Against For
7 Publish Annually a Report Assessing Diversity and Inclusion Efforts Shareholder Against For
8 Annual Vote and Report on Climate Change Shareholder Against For
 
UNITED RENTALS, INC.
MEETING DATE:  MAY 06, 2021
TICKER:  URI       SECURITY ID:  911363109
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Jose B. Alvarez Management For For
1b Elect Director Marc A. Bruno Management For For
1c Elect Director Matthew J. Flannery Management For For
1d Elect Director Bobby J. Griffin Management For For
1e Elect Director Kim Harris Jones Management For For
1f Elect Director Terri L. Kelly Management For For
1g Elect Director Michael J. Kneeland Management For For
1h Elect Director Gracia C. Martore Management For For
1i Elect Director Filippo Passerini Management For For
1j Elect Director Donald C. Roof Management For For
1k Elect Director Shiv Singh 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 Reduce Ownership Threshold for Shareholders to Request Action by Written Consent Shareholder Against Against
 
VERTIV HOLDINGS CO.
MEETING DATE:  JUN 15, 2021
TICKER:  VRT       SECURITY ID:  92537N108
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director David M. Cote Management For For
1b Elect Director Rob Johnson Management For For
1c Elect Director Joseph van Dokkum Management For For
1d Elect Director Roger Fradin Management For For
1e Elect Director Jacob Kotzubei Management For For
1f Elect Director Matthew Louie Management For For
1g Elect Director Edward L. Monser Management For For
1h Elect Director Steven S. Reinemund Management For For
1i Elect Director Robin 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 Ratify Ernst & Young LLP as Auditors Management For For
5 Amend Certificate of Incorporation Management For For
 
WOODWARD, INC.
MEETING DATE:  JAN 27, 2021
TICKER:  WWD       SECURITY ID:  980745103
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Thomas A. Gendron Management For Against
1.2 Elect Director Daniel G. Korte Management For Against
1.3 Elect Director Ronald M. Sega Management For Against
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
5 Adopt a Policy to Include Non-Management Employees as Prospective Director Candidates Shareholder Against Against
 
XPO LOGISTICS, INC.
MEETING DATE:  MAY 11, 2021
TICKER:  XPO       SECURITY ID:  983793100
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Brad Jacobs Management For For
1.2 Elect Director Gena Ashe Management For For
1.3 Elect Director Marlene Colucci Management For For
1.4 Elect Director AnnaMaria DeSalva Management For For
1.5 Elect Director Michael Jesselson Management For For
1.6 Elect Director Adrian Kingshott Management For For
1.7 Elect Director Jason Papastavrou Management For For
1.8 Elect Director Oren Shaffer Management For For
2 Ratify KPMG LLP as Auditors Management For For
3 Advisory Vote to Ratify Named Executive Officers' Compensation Management For Against
4 Report on Lobbying Payments and Policy Shareholder Against For
5 Require Independent Board Chair Shareholder Against Against
6 Limit Accelerated Vesting of Equity Awards Upon a Change in Control Shareholder Against Against

VOTE SUMMARY REPORT
SELECT INSURANCE PORTFOLIO
07/01/2020 - 06/30/2021

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.

 
AFLAC INCORPORATED
MEETING DATE:  MAY 03, 2021
TICKER:  AFL       SECURITY ID:  001055102
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Daniel P. Amos Management For For
1b Elect Director W. Paul Bowers Management For For
1c Elect Director Toshihiko Fukuzawa Management For For
1d Elect Director Thomas J. Kenny Management For For
1e Elect Director Georgette D. Kiser Management For For
1f Elect Director Karole F. Lloyd Management For For
1g Elect Director Nobuchika Mori Management For For
1h Elect Director Joseph L. Moskowitz Management For For
1i Elect Director Barbara K. Rimer Management For For
1j Elect Director Katherine T. Rohrer Management For For
1k Elect Director Melvin T. Stith Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Ratify KPMG LLP as Auditors Management For For
 
AMERICAN FINANCIAL GROUP, INC.
MEETING DATE:  MAY 19, 2021
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 Virginia "Gina" C. Drosos Management For For
1.5 Elect Director James E. Evans Management For For
1.6 Elect Director Terry S. Jacobs Management For For
1.7 Elect Director Gregory G. Joseph Management For For
1.8 Elect Director Mary Beth Martin 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
 
AMERICAN INTERNATIONAL GROUP, INC.
MEETING DATE:  MAY 12, 2021
TICKER:  AIG       SECURITY ID:  026874784
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director James Cole, Jr. Management For For
1b Elect Director W. Don Cornwell Management For For
1c Elect Director Brian Duperreault Management For For
1d Elect Director John H. Fitzpatrick Management For For
1e Elect Director William G. Jurgensen Management For For
1f Elect Director Christopher S. Lynch Management For For
1g Elect Director Linda A. Mills Management For For
1h Elect Director Thomas F. Motamed Management For For
1i Elect Director Peter R. Porrino Management For For
1j Elect Director Amy L. Schioldager Management For For
1k Elect Director Douglas M. Steenland Management For For
1l Elect Director Therese M. Vaughan Management For For
1m Elect Director Peter S. Zaffino Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Approve Omnibus Stock Plan Management For For
4 Ratify PricewaterhouseCoopers LLP as Auditors Management For For
5 Reduce Ownership Threshold for Shareholders to Call Special Meeting Shareholder Against Against
 
AON PLC
MEETING DATE:  AUG 26, 2020
TICKER:  AON       SECURITY ID:  G0403H108
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1 Approve the Issuance of the Aggregate Scheme Consideration Management For For
2 Adjourn Meeting Management For For
 
AON PLC
MEETING DATE:  JUN 02, 2021
TICKER:  AON       SECURITY ID:  G0403H108
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Lester B. Knight Management For For
1.2 Elect Director Gregory C. Case Management For For
1.3 Elect Director Jin-Yong Cai Management For For
1.4 Elect Director Jeffrey C. Campbell Management For For
1.5 Elect Director Fulvio Conti Management For For
1.6 Elect Director Cheryl A. Francis Management For For
1.7 Elect Director J. Michael Losh Management For For
1.8 Elect Director Richard B. Myers Management For For
1.9 Elect Director Richard C. Notebaert Management For For
1.10 Elect Director Gloria Santona Management For For
1.11 Elect Director Byron O. Spruell Management For For
1.12 Elect Director Carolyn Y. Woo 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 Ratify Ernst & Young Chartered Accountants as Statutory Auditor Management For For
5 Authorize Board to Fix Remuneration of Auditors Management For For
6 Amend Articles of Association Re: Article 190 Management For For
7 Authorize the Board of Directors to Capitalize Certain Non-distributable Reserves Management For For
8 Approve Creation of Distributable Profits by the Reduction and Cancellation of the Amounts Capitalized Pursuant to the Authority Given Under Proposal 7 Management For For
 
APOLLO GLOBAL MANAGEMENT, INC.
MEETING DATE:  OCT 01, 2020
TICKER:  APO       SECURITY ID:  03768E105
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Leon Black Management For For
1.2 Elect Director Joshua Harris Management For For
1.3 Elect Director Marc Rowan Management For Withhold
1.4 Elect Director Michael Ducey Management For For
1.5 Elect Director Robert Kraft Management For For
1.6 Elect Director A.B. Krongard Management For For
1.7 Elect Director Pauline Richards 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 Deloitte & Touche LLP as Auditors Management For For
 
ARCH CAPITAL GROUP LTD.
MEETING DATE:  MAY 06, 2021
TICKER:  ACGL       SECURITY ID:  G0450A105
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Eric W. Doppstadt Management For For
1b Elect Director Laurie S. Goodman Management For For
1c Elect Director John M. Pasquesi Management For For
1d Elect Director Thomas R. Watjen Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Ratify PricewaterhouseCoopers LLP as Auditors Management For For
4a Elect Director Robert Appleby as Designated Company Director of Non-U.S. Subsidiaries Management For For
4b Elect Director Matthew Dragonetti as Designated Company Director of Non-U.S. Subsidiaries Management For For
4c Elect Director Seamus Fearon as Designated Company Director of Non-U.S. Subsidiaries Management For For
4d Elect Director H. Beau Franklin as Designated Company Director of Non-U.S. Subsidiaries Management For For
4e Elect Director Jerome Halgan as Designated Company Director of Non-U.S. Subsidiaries Management For For
4f Elect Director James Haney as Designated Company Director of Non-U.S. Subsidiaries Management For For
4g Elect Director Chris Hovey as Designated Company Director of Non-U.S. Subsidiaries Management For For
4h Elect Director W. Preston Hutchings as Designated Company Director of Non-U.S. Subsidiaries Management For For
4i Elect Director Pierre Jal as Designated Company Director of Non-U.S. Subsidiaries Management For For
4j Elect Director Francois Morin as Designated Company Director of Non-U.S. Subsidiaries Management For For
4k Elect Director David J. Mulholland as Designated Company Director of Non-U.S. Subsidiaries Management For For
4l Elect Director Chiara Nannini as Designated Company Director of Non-U.S. Subsidiaries Management For For
4m Elect Director Tim Peckett as Designated Company Director of Non-U.S. Subsidiaries Management For For
4n Elect Director Maamoun Rajeh as Designated Company Director of Non-U.S. Subsidiaries Management For For
4o Elect Director Roderick Romeo as Designated Company Director of Non-U.S. Subsidiaries Management For For
 
ARES MANAGEMENT CORPORATION
MEETING DATE:  JUN 16, 2021
TICKER:  ARES       SECURITY ID:  03990B101
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Michael J Arougheti Management For For
1b Elect Director Antoinette Bush Management For For
1c Elect Director Paul G. Joubert Management For For
1d Elect Director R. Kipp deVeer Management For For
1e Elect Director David B. Kaplan Management For For
1f Elect Director Michael Lynton Management For For
1g Elect Director Judy D. Olian Management For For
1h Elect Director Antony P. Ressler Management For For
1i Elect Director Bennett Rosenthal Management For For
2 Ratify Ernst & Young LLP as Auditors Management For For
 
ARTHUR J. GALLAGHER & CO.
MEETING DATE:  MAY 11, 2021
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 D. John Coldman Management For For
1d Elect Director J. Patrick Gallagher, Jr. Management For For
1e Elect Director David S. Johnson Management For For
1f Elect Director Kay W. McCurdy 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
 
ASSURANT, INC.
MEETING DATE:  MAY 13, 2021
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 J. Braxton Carter Management For For
1d Elect Director Juan N. Cento Management For For
1e Elect Director Alan B. Colberg Management For For
1f Elect Director Harriet Edelman Management For For
1g Elect Director Lawrence V. Jackson Management For For
1h Elect Director Jean-Paul L. Montupet Management For For
1i Elect Director Debra J. Perry Management For For
1j Elect Director Ognjen (Ogi) Redzic Management For For
1k Elect Director Paul J. Reilly Management For For
1l 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 Amend Omnibus Stock Plan Management For For
 
ASSURED GUARANTY LTD.
MEETING DATE:  MAY 05, 2021
TICKER:  AGO       SECURITY ID:  G0585R106
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Francisco L. Borges Management For For
1b Elect Director G. Lawrence Buhl Management For For
1c Elect Director Dominic J. Frederico Management For For
1d Elect Director Bonnie L. Howard Management For For
1e Elect Director Thomas W. Jones Management For For
1f Elect Director Patrick W. Kenny Management For For
1g Elect Director Alan J. Kreczko Management For For
1h Elect Director Simon W. Leathes Management For For
1i Elect Director Michelle McCloskey Management For For
1j Elect Director Michael T. O'Kane Management For For
1k Elect Director Yukiko Omura Management For For
1l Elect Director Lorin P.T. Radtke Management For For
1m Elect Director Courtney C. Shea Management For For
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
4aa Elect Howard W. Albert as Director of Assured Guaranty Re Ltd. Management For For
4ab Elect Robert A. Bailenson as Director of Assured Guaranty Re Ltd. Management For For
4ac Elect Russell B. Brewer, II as Director of Assured Guaranty Re Ltd. Management For For
4ad Elect Gary Burnet as Director of Assured Guaranty Re Ltd. Management For For
4ae Elect Ling Chow as Director of Assured Guaranty Re Ltd. Management For For
4af Elect Stephen Donnarumma as Director of Assured Guaranty Re Ltd. Management For For
4ag Elect Dominic J. Frederico as Director of Assured Guaranty Re Ltd. Management For For
4ah Elect Darrin Futter as Director of Assured Guaranty Re Ltd. Management For For
4ai Elect Walter A. Scott as Director of Assured Guaranty Re Ltd. Management For For
4B Ratify PricewaterhouseCoopers LLP as Auditor of Assured Guaranty Re Ltd. Management For For
 
BERKSHIRE HATHAWAY INC.
MEETING DATE:  MAY 01, 2021
TICKER:  BRK.B       SECURITY ID:  084670702
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Warren E. Buffett Management For For
1.2 Elect Director Charles T. Munger Management For For
1.3 Elect Director Gregory E. Abel Management For For
1.4 Elect Director Howard G. Buffett Management For For
1.5 Elect Director Stephen B. Burke Management For For
1.6 Elect Director Kenneth I. Chenault Management For For
1.7 Elect Director Susan L. Decker Management For For
1.8 Elect Director David S. Gottesman Management For For
1.9 Elect Director Charlotte Guyman Management For For
1.10 Elect Director Ajit Jain Management For For
1.11 Elect Director Thomas S. Murphy Management For For
1.12 Elect Director Ronald L. Olson Management For For
1.13 Elect Director Walter Scott, Jr. Management For For
1.14 Elect Director Meryl B. Witmer Management For For
2 Report on Climate-Related Risks and Opportunities Shareholder Against For
3 Publish Annually a Report Assessing Diversity and Inclusion Efforts Shareholder Against For
 
BLACKROCK, INC.
MEETING DATE:  MAY 26, 2021
TICKER:  BLK       SECURITY ID:  09247X101
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Bader M. Alsaad Management For For
1b Elect Director Pamela Daley Management For For
1c Elect Director Jessica P. Einhorn Management For For
1d Elect Director Laurence D. Fink Management For For
1e Elect Director William E. Ford Management For For
1f Elect Director Fabrizio Freda Management For For
1g Elect Director Murry S. Gerber Management For For
1h Elect Director Margaret 'Peggy' L. Johnson Management For For
1i Elect Director Robert S. Kapito Management For For
1j Elect Director Cheryl D. Mills Management For For
1k Elect Director Gordon M. Nixon Management For For
1l Elect Director Charles H. Robbins Management For For
1m Elect Director Marco Antonio Slim Domit Management For For
1n Elect Director Hans E. Vestberg Management For For
1o Elect Director Susan L. Wagner Management For For
1p Elect Director Mark Wilson Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Ratify Deloitte LLP as Auditors Management For For
4a Provide Right to Call Special Meeting Management For For
4b Eliminate Supermajority Vote Requirement Management For For
4c Amend Charter to Eliminate Provisions that are No Longer Applicable and Make Other Technical Revisions Management For For
5 Amend Certificate of Incorporation to Become a Public Benefit Corporation Shareholder Against Against
 
BROWN & BROWN, INC.
MEETING DATE:  MAY 05, 2021
TICKER:  BRO       SECURITY ID:  115236101
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director J. Hyatt Brown Management For For
1.2 Elect Director Hugh M. Brown Management For For
1.3 Elect Director J. Powell Brown Management For For
1.4 Elect Director Lawrence L. Gellerstedt, III Management For For
1.5 Elect Director James C. Hays Management For For
1.6 Elect Director Theodore J. Hoepner Management For For
1.7 Elect Director James S. Hunt Management For For
1.8 Elect Director Toni Jennings Management For For
1.9 Elect Director Timothy R.M. Main Management For For
1.10 Elect Director H. Palmer Proctor, Jr. Management For For
1.11 Elect Director Wendell S. Reilly Management For For
1.12 Elect Director Chilton D. Varner 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
 
CHINA PACIFIC INSURANCE (GROUP) CO. LTD.
MEETING DATE:  MAY 28, 2021
TICKER:  2601       SECURITY ID:  Y1505Z103
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1 Approve 2020 Report of the Board of Directors Management For For
2 Approve 2020 Report of the Board of Supervisors Management For For
3 Approve 2020 Annual Reports Management For For
4 Approve 2020 Financial Statements and Report Management For For
5 Approve 2020 Profit Distribution Plan Management For For
6 Approve PricewaterhouseCoopers Zhong Tian LLP as PRC Auditor and Internal Control Auditor and to PricewaterhouseCoopers as Hong Kong Auditor Management For For
7 Approve 2020 Due Diligence Report Management For For
8 Approve 2020 Report on Performance of Independent Directors Management For For
9 Approve 2021 Donations Management For For
10 Approve Change of Registered Capital Management For For
11 Approve Amendments to Articles of Association and Authorization of the Chairman to Make Such Revisions to the Proposed Amendments Management For For
12 Amend Rules and Procedures Regarding General Meetings of Shareholders Management For For
13 Approve Issuance of Equity or Equity-Linked Securities without Preemptive Rights Management For Against
 
CHINA PACIFIC INSURANCE (GROUP) CO., LTD.
MEETING DATE:  AUG 21, 2020
TICKER:  2601       SECURITY ID:  Y1505Z103
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1 Amend Articles of Association Management For For
2 Approve Establishment of CPIC Fintech Co., Ltd. Management For For
3.1 Elect Chen Ran as Director Management For Against
3.2 Elect John Robert Dacey as Director Management For Against
3.3 Elect Liang Hong as Director Management For Against
 
CHUBB LIMITED
MEETING DATE:  MAY 20, 2021
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 Sheila P. Burke Management For For
5.5 Elect Director Mary Cirillo Management For For
5.6 Elect Director Robert J. Hugin Management For For
5.7 Elect Director Robert W. Scully Management For For
5.8 Elect Director Eugene B. Shanks, Jr. Management For For
5.9 Elect Director Theodore E. Shasta Management For For
5.10 Elect Director David H. Sidwell Management For For
5.11 Elect Director Olivier Steimer Management For For
5.12 Elect Director Luis Tellez 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 Mary Cirillo 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 Amend Omnibus Stock Plan Management For For
10 Approve CHF 86,557,222.50 Reduction in Share Capital via Cancellation in Nominal Value of CHF 24.15 each Management For For
11.1 Approve the Maximum Aggregate Remuneration of Directors Management For For
11.2 Approve Remuneration of Executive Management in the Amount of USD 48 Million for Fiscal 2022 Management For For
12 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
13 Transact Other Business (Voting) Management For Against
 
CINCINNATI FINANCIAL CORPORATION
MEETING DATE:  MAY 08, 2021
TICKER:  CINF       SECURITY ID:  172062101
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Thomas J. Aaron Management For For
1.2 Elect Director William F. Bahl Management For For
1.3 Elect Director Nancy C. Benacci Management For For
1.4 Elect Director Linda W. Clement-Holmes Management For For
1.5 Elect Director Dirk J. Debbink Management For For
1.6 Elect Director Steven J. Johnston Management For For
1.7 Elect Director Kenneth C. Lichtendahl Management For For
1.8 Elect Director Jill P. Meyer Management For For
1.9 Elect Director David P. Osborn Management For For
1.10 Elect Director Gretchen W. Schar Management For For
1.11 Elect Director Charles O. Schiff Management For For
1.12 Elect Director Douglas S. Skidmore Management For For
1.13 Elect Director John F. Steele, Jr. Management For For
1.14 Elect Director Larry R. Webb 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
 
CNO FINANCIAL GROUP, INC.
MEETING DATE:  MAY 07, 2021
TICKER:  CNO       SECURITY ID:  12621E103
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Gary C. Bhojwani Management For For
1b Elect Director Ellyn L. Brown Management For For
1c Elect Director Stephen N. David Management For For
1d Elect Director David B. Foss Management For For
1e Elect Director Robert C. Greving Management For For
1f Elect Director Mary R. (Nina) Henderson Management For For
1g Elect Director Daniel R. Maurer Management For For
1h Elect Director Chetlur S. Ragavan Management For For
1i Elect Director Steven E. Shebik Management For For
1j Elect Director Frederick J. Sievert Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Amend NOL Rights Plan (NOL Pill) Management For Against
4 Ratify PricewaterhouseCoopers LLP as Auditors Management For For
 
EVEREST RE GROUP, LTD.
MEETING DATE:  MAY 12, 2021
TICKER:  RE       SECURITY ID:  G3223R108
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director John J. Amore Management For For
1.2 Elect Director Juan C. Andrade Management For For
1.3 Elect Director William F. Galtney, Jr. Management For For
1.4 Elect Director John A. Graf Management For For
1.5 Elect Director Meryl Hartzband Management For For
1.6 Elect Director Gerri Losquadro Management For For
1.7 Elect Director Roger M. Singer Management For For
1.8 Elect Director Joseph V. Taranto Management For For
1.9 Elect Director John A. Weber 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
 
FIDELITY NATIONAL FINANCIAL, INC.
MEETING DATE:  JUN 16, 2021
TICKER:  FNF       SECURITY ID:  31620R303
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Raymond R. Quirk Management For For
1.2 Elect Director Sandra D. Morgan Management For For
1.3 Elect Director Heather H. Murren Management For For
1.4 Elect Director John D. Rood 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
 
FIRST AMERICAN FINANCIAL CORPORATION
MEETING DATE:  MAY 11, 2021
TICKER:  FAF       SECURITY ID:  31847R102
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Dennis J. Gilmore Management For For
1.2 Elect Director Margaret M. McCarthy Management For For
1.3 Elect Director Martha B. Wyrsch Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Ratify PricewaterhouseCoopers LLP as Auditor Management For For
 
GLOBE LIFE INC.
MEETING DATE:  APR 29, 2021
TICKER:  GL       SECURITY ID:  37959E102
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Charles E. Adair Management For For
1.2 Elect Director Linda L. Addison Management For For
1.3 Elect Director Marilyn A. Alexander Management For For
1.4 Elect Director Cheryl D. Alston Management For For
1.5 Elect Director Jane M. Buchan Management For For
1.6 Elect Director Gary L. Coleman Management For For
1.7 Elect Director Larry M. Hutchison Management For For
1.8 Elect Director Robert W. Ingram Management For For
1.9 Elect Director Steven P. Johnson Management For For
1.10 Elect Director Darren M. Rebelez Management For For
1.11 Elect Director Mary E. Thigpen Management For For
2 Ratify Deloitte & Touche LLP as Auditor Management For For
3 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
 
LOEWS CORPORATION
MEETING DATE:  MAY 11, 2021
TICKER:  L       SECURITY ID:  540424108
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Ann E. Berman Management For For
1b Elect Director Joseph L. Bower Management For For
1c Elect Director Charles D. Davidson Management For For
1d Elect Director Charles M. Diker Management For For
1e Elect Director Paul J. Fribourg Management For For
1f Elect Director Walter L. Harris Management For For
1g Elect Director Philip A. Laskawy Management For For
1h Elect Director Susan P. Peters Management For For
1i Elect Director Andrew H. Tisch Management For For
1j Elect Director James S. Tisch Management For For
1k Elect Director Jonathan M. Tisch Management For For
1l Elect Director Anthony Welters Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Ratify Deloitte & Touche LLP as Auditor Management For For
4 Report on Political Contributions Shareholder Against Against
 
MAIDEN HOLDINGS, LTD.
MEETING DATE:  AUG 04, 2020
TICKER:  MHLD       SECURITY ID:  G5753U112
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Barry D. Zyskind Management For For
1.2 Elect Director Holly L. Blanchard Management For For
1.3 Elect Director Patrick J. Haveron Management For For
1.4 Elect Director Simcha G. Lyons Management For For
1.5 Elect Director Lawrence F. Metz Management For For
1.6 Elect Director Raymond M. Neff Management For For
1.7 Elect Director Yehuda L. Neuberger Management For For
1.8 Elect Director Steven H. Nigro Management For For
1.9 Elect Director Keith A. Thomas 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
 
MAIDEN HOLDINGS, LTD.
MEETING DATE:  MAY 06, 2021
TICKER:  MHLD       SECURITY ID:  G5753U112
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Barry D. Zyskind Management For For
1.2 Elect Director Holly L. Blanchard Management For For
1.3 Elect Director Patrick J. Haveron Management For For
1.4 Elect Director Simcha G. Lyons Management For For
1.5 Elect Director Lawrence F. Metz Management For For
1.6 Elect Director Raymond M. Neff Management For For
1.7 Elect Director Yehuda L. Neuberger Management For For
1.8 Elect Director Steven H. Nigro Management For For
1.9 Elect Director Keith A. Thomas 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
 
MARKEL CORPORATION
MEETING DATE:  MAY 10, 2021
TICKER:  MKL       SECURITY ID:  570535104
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Mark M. Besca Management For For
1b Elect Director K. Bruce Connell Management For For
1c Elect Director Thomas S. Gayner Management For For
1d Elect Director Greta J. Harris Management For For
1e Elect Director Diane Leopold Management For For
1f Elect Director Lemuel E. Lewis Management For For
1g Elect Director Anthony F. Markel Management For For
1h Elect Director Steven A. Markel Management For For
1i Elect Director Harold L. Morrison, Jr. Management For For
1j Elect Director Michael O'Reilly Management For For
1k Elect Director A. Lynne Puckett Management For For
1l Elect Director Richard R. Whitt, III Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Ratify KPMG LLP as Auditors Management For For
 
MARSH & MCLENNAN COMPANIES, INC.
MEETING DATE:  MAY 20, 2021
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 Oscar Fanjul Management For For
1c Elect Director Daniel S. Glaser Management For For
1d Elect Director H. Edward Hanway Management For For
1e Elect Director Deborah C. Hopkins Management For For
1f Elect Director Tamara Ingram Management For For
1g Elect Director Jane H. Lute Management For For
1h Elect Director Steven A. Mills Management For For
1i Elect Director Bruce P. Nolop Management For For
1j Elect Director Marc D. Oken Management For For
1k Elect Director Morton O. Schapiro Management For For
1l Elect Director Lloyd M. Yates Management For For
1m Elect Director R. David Yost Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Ratify Deloitte & Touche LLP as Auditor Management For For
 
MERCURY GENERAL CORPORATION
MEETING DATE:  MAY 12, 2021
TICKER:  MCY       SECURITY ID:  589400100
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director George Joseph Management For For
1.2 Elect Director Martha E. Marcon Management For For
1.3 Elect Director Joshua E. Little Management For For
1.4 Elect Director Gabriel Tirador Management For For
1.5 Elect Director James G. Ellis Management For For
1.6 Elect Director George G. Braunegg Management For For
1.7 Elect Director Ramona L. Cappello Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Ratify KPMG LLP as Auditors Management For For
 
METLIFE, INC.
MEETING DATE:  JUN 15, 2021
TICKER:  MET       SECURITY ID:  59156R108
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Cheryl W. Grise Management For For
1b Elect Director Carlos M. Gutierrez Management For For
1c Elect Director Gerald L. Hassell Management For For
1d Elect Director David L. Herzog Management For For
1e Elect Director R. Glenn Hubbard Management For For
1f Elect Director Edward J. Kelly, III Management For For
1g Elect Director William E. Kennard Management For For
1h Elect Director Michel A. Khalaf Management For For
1i Elect Director Catherine R. Kinney Management For For
1j Elect Director Diana L. McKenzie Management For For
1k Elect Director Denise M. Morrison Management For For
1l Elect Director Mark A. Weinberger 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
 
ONEMAIN HOLDINGS, INC.
MEETING DATE:  MAY 25, 2021
TICKER:  OMF       SECURITY ID:  68268W103
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Lisa Green Hall Management For For
1.2 Elect Director Matthew R. Michelini Management For For
1.3 Elect Director Douglas H. Shulman Management For For
2 Approve Qualified Employee Stock Purchase Plan Management For For
3 Ratify PricewaterhouseCoopers LLP as Auditors Management For For
 
PRIMERICA, INC.
MEETING DATE:  MAY 12, 2021
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 P. George Benson Management For For
1d Elect Director C. Saxby Chambliss Management For For
1e Elect Director Gary L. Crittenden Management For For
1f Elect Director Cynthia N. Day Management For For
1g Elect Director Sanjeev Dheer Management For For
1h Elect Director Beatriz R. Perez Management For For
1i Elect Director D. Richard Williams Management For For
1j Elect Director Glenn J. Williams Management For For
1k Elect Director Barbara A. Yastine Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Ratify KPMG LLP as Auditor Management For For
 
PRINCIPAL FINANCIAL GROUP, INC.
MEETING DATE:  MAY 18, 2021
TICKER:  PFG       SECURITY ID:  74251V102
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Roger C. Hochschild Management For For
1.2 Elect Director Daniel J. Houston Management For For
1.3 Elect Director Diane C. Nordin Management For For
1.4 Elect Director Alfredo Rivera 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 Omnibus Stock Plan Management For For
 
PRUDENTIAL FINANCIAL, INC.
MEETING DATE:  MAY 11, 2021
TICKER:  PRU       SECURITY ID:  744320102
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Thomas J. Baltimore, Jr. Management For For
1.2 Elect Director Gilbert F. Casellas Management For For
1.3 Elect Director Robert M. Falzon Management For For
1.4 Elect Director Martina Hund-Mejean Management For For
1.5 Elect Director Wendy E. Jones Management For For
1.6 Elect Director Karl J. Krapek Management For For
1.7 Elect Director Peter R. Lighte Management For For
1.8 Elect Director Charles F. Lowrey Management For For
1.9 Elect Director George Paz Management For For
1.10 Elect Director Sandra Pianalto Management For For
1.11 Elect Director Christine A. Poon Management For For
1.12 Elect Director Douglas A. Scovanner Management For For
1.13 Elect Director Michael A. Todman 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 Approve Omnibus Stock Plan Management For For
5 Require Independent Board Chair Shareholder Against Against
 
PRUDENTIAL PLC
MEETING DATE:  MAY 13, 2021
TICKER:  PRU       SECURITY ID:  G72899100
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 Elect Chua Sock Koong as Director Management For For
4 Elect Ming Lu as Director Management For For
5 Elect Jeanette Wong as Director Management For For
6 Re-elect Shriti Vadera as Director Management For For
7 Re-elect Jeremy Anderson as Director Management For For
8 Re-elect Mark Fitzpatrick as Director Management For For
9 Re-elect David Law as Director Management For For
10 Re-elect Anthony Nightingale as Director Management For For
11 Re-elect Philip Remnant as Director Management For For
12 Re-elect Alice Schroeder as Director Management For For
13 Re-elect James Turner as Director Management For For
14 Re-elect Thomas Watjen as Director Management For For
15 Re-elect Michael Wells as Director Management For For
16 Re-elect Fields Wicker-Miurin as Director Management For For
17 Re-elect Amy Yip as Director Management For For
18 Reappoint KPMG LLP as Auditors Management For For
19 Authorise the Audit Committee to Fix Remuneration of Auditors Management For For
20 Authorise UK Political Donations and Expenditure Management For For
21 Authorise Issue of Equity Management For For
22 Authorise Issue of Equity to Include Repurchased Shares Management For For
23 Authorise Issue of Equity without Pre-emptive Rights Management For For
24 Authorise Issue of Equity without Pre-emptive Rights in Connection with an Acquisition or Other Capital Investment Management For For
25 Authorise Market Purchase of Ordinary Shares Management For For
26 Authorise the Company to Call General Meeting with Two Weeks' Notice Management For For
 
REINSURANCE GROUP OF AMERICA, INCORPORATED
MEETING DATE:  MAY 19, 2021
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 Christine R. Detrick Management For For
1c Elect Director J. Cliff Eason Management For For
1d Elect Director John J. Gauthier Management For For
1e Elect Director Patricia L. Guinn Management For For
1f Elect Director Anna Manning Management For For
1g Elect Director Hazel M. McNeilage Management For For
1h Elect Director Stephen O'Hearn Management For For
1i Elect Director Frederick J. Sievert Management For For
1j Elect Director Shundrawn Thomas Management For For
1k Elect Director Stanley B. Tulin Management For For
1l Elect Director Steven C. Van Wyk Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Amend Omnibus Stock Plan Management For For
4 Amend Non-Employee Director Omnibus Stock Plan Management For For
5 Amend Non-Employee Director Stock Awards in Lieu of Cash Management For For
6 Ratify Deloitte & Touche LLP as Auditors Management For For
 
THE ALLSTATE CORPORATION
MEETING DATE:  MAY 25, 2021
TICKER:  ALL       SECURITY ID:  020002101
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Donald E. Brown Management For For
1b Elect Director Kermit R. Crawford Management For For
1c Elect Director Michael L. Eskew Management For For
1d Elect Director Richard T. Hume Management For For
1e Elect Director Margaret M. Keane Management For For
1f Elect Director Siddharth N. (Bobby) Mehta Management For For
1g Elect Director Jacques P. Perold Management For For
1h Elect Director Andrea Redmond Management For For
1i Elect Director Gregg M. Sherrill Management For For
1j Elect Director Judith A. Sprieser Management For For
1k Elect Director Perry M. Traquina Management For For
1l Elect Director Thomas J. Wilson 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 Proxy Access Right Shareholder Against Against
 
THE HARTFORD FINANCIAL SERVICES GROUP, INC.
MEETING DATE:  MAY 19, 2021
TICKER:  HIG       SECURITY ID:  416515104
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Robert B. Allardice, III Management For For
1b Elect Director Larry D. De Shon Management For For
1c Elect Director Carlos Dominguez Management For For
1d Elect Director Trevor Fetter Management For For
1e Elect Director Donna James Management For For
1f Elect Director Kathryn A. Mikells Management For For
1g Elect Director Michael G. Morris Management For For
1h Elect Director Teresa W. Roseborough Management For For
1i Elect Director Virginia P. Ruesterholz Management For For
1j Elect Director Christopher J. Swift Management For For
1k Elect Director Matthew E. Winter Management For For
1l 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
 
THE PROGRESSIVE CORPORATION
MEETING DATE:  MAY 07, 2021
TICKER:  PGR       SECURITY ID:  743315103
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Philip Bleser Management For For
1b Elect Director Stuart B. Burgdoerfer Management For For
1c Elect Director Pamela J. Craig Management For For
1d Elect Director Charles A. Davis Management For For
1e Elect Director Roger N. Farah Management For For
1f Elect Director Lawton W. Fitt Management For For
1g Elect Director Susan Patricia Griffith Management For For
1h Elect Director Devin C. Johnson Management For For
1i Elect Director Jeffrey D. Kelly Management For For
1j Elect Director Barbara R. Snyder Management For For
1k Elect Director Jan E. Tighe Management For For
1l Elect Director Kahina Van Dyke Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Ratify PricewaterhouseCoopers LLP as Auditor Management For For
 
THE TRAVELERS COMPANIES, INC.
MEETING DATE:  MAY 20, 2021
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 Patricia L. Higgins Management For For
1d Elect Director William J. Kane Management For For
1e Elect Director Thomas B. Leonardi Management For For
1f Elect Director Clarence Otis, Jr. Management For For
1g Elect Director Elizabeth E. Robinson Management For For
1h Elect Director Philip T. (Pete) Ruegger, III Management For For
1i Elect Director Todd C. Schermerhorn Management For For
1j Elect Director Alan D. Schnitzer Management For For
1k Elect Director Laurie J. Thomsen 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
 
VOYA FINANCIAL, INC.
MEETING DATE:  MAY 27, 2021
TICKER:  VOYA       SECURITY ID:  929089100
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Yvette S. Butler Management For For
1b Elect Director Jane P. Chwick Management For For
1c Elect Director Kathleen DeRose Management For For
1d Elect Director Ruth Ann M. Gillis Management For For
1e Elect Director Aylwin B. Lewis Management For For
1f Elect Director Rodney O. Martin, Jr. Management For For
1g Elect Director Byron H. Pollitt, Jr. Management For For
1h Elect Director Joseph V. Tripodi Management For For
1i Elect Director David Zwiener 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
 
WILLIS TOWERS WATSON PUBLIC LIMITED COMPANY
MEETING DATE:  AUG 26, 2020
TICKER:  WLTW       SECURITY ID:  G96629111
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1 Approve Scheme of Arrangement Management For For
 
WILLIS TOWERS WATSON PUBLIC LIMITED COMPANY
MEETING DATE:  AUG 26, 2020
TICKER:  WLTW       SECURITY ID:  G96629103
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1 Approve Scheme of Arrangement Management For For
2 Amend Articles Management For For
3 Advisory Vote on Golden Parachutes Management For For
4 Adjourn Meeting Management For For
 
WILLIS TOWERS WATSON PUBLIC LIMITED COMPANY
MEETING DATE:  MAY 11, 2021
TICKER:  WLTW       SECURITY ID:  G96629103
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Anna C. Catalano Management For For
1b Elect Director Victor F. Ganzi Management For For
1c Elect Director John J. Haley Management For For
1d Elect Director Wendy E. Lane Management For For
1e Elect Director Brendan R. O'Neill Management For For
1f Elect Director Jaymin B. Patel Management For For
1g Elect Director Linda D. Rabbitt Management For For
1h Elect Director Paul D. Thomas Management For For
1i Elect Director Wilhelm Zeller Management For For
2 Ratify the Appointment of Deloitte & Touche LLP as Auditor and Deloitte Ireland LLP to audit the Irish Statutory Accounts, and Authorize the Board to Fix Their Remuneration Management For For
3 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
4 Renew the Board's Authority to Issue Shares Under Irish Law Management For For
5 Renew the Board's Authority to Opt-Out of Statutory Pre-Emptions Rights Management For For
 
ZURICH INSURANCE GROUP AG
MEETING DATE:  APR 07, 2021
TICKER:  ZURN       SECURITY ID:  H9870Y105
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Accept Financial Statements and Statutory Reports Management For For
1.2 Approve Remuneration Report (Non-Binding) Management For For
2 Approve Allocation of Income and Dividends of CHF 20.00 per Share Management For For
3 Approve Discharge of Board and Senior Management Management For For
4.1a Reelect Michel Lies as Director and Board Chairman Management For For
4.1b Reelect Joan Amble as Director Management For For
4.1c Reelect Catherine Bessant as Director Management For For
4.1d Reelect Dame Carnwath as Director Management For For
4.1e Reelect Christoph Franz as Director Management For For
4.1f Reelect Michael Halbherr as Director Management For For
4.1g Reelect Jeffrey Hayman as Director (pro-forma vote as Jeffrey Hayman is not available for appointment) Management For For
4.1h Reelect Monica Maechler as Director Management For For
4.1i Reelect Kishore Mahbubani as Director Management For For
4.1j Reelect Jasmin Staiblin as Director Management For For
4.1k Reelect Barry Stowe as Director Management For For
4.1l Elect Sabine Keller-Busse as Director Management For For
4.2.1 Reappoint Michel Lies as Member of the Compensation Committee Management For For
4.2.2 Reappoint Catherine Bessant as Member of the Compensation Committee Management For For
4.2.3 Reappoint Christoph Franz as Member of the Compensation Committee Management For For
4.2.4 Reappoint Kishore Mahbubani as Member of the Compensation Committee Management For For
4.2.5 Reappoint Jasmin Staiblin as Member of the Compensation Committee Management For For
4.2.6 Appoint Sabine Keller-Busse as Member of the Compensation Committee Management For For
4.3 Designate Keller KLG as Independent Proxy Management For For
4.4 Ratify Ernst & Young AG as Auditors Management For For
5.1 Approve Remuneration of Directors in the Amount of CHF 5.9 Million Management For For
5.2 Approve Remuneration of Executive Committee in the Amount of CHF 79.8 Million Management For For
6 Approve Extension of Existing Authorized Capital Pool of CHF 4.5 Million with Partial Exclusion of Preemptive Rights and Approve Amendment to Existing Conditional Capital Pool Management For For
7 Transact Other Business (Voting) Management For Against

VOTE SUMMARY REPORT
SELECT IT SERVICES PORTFOLIO
07/01/2020 - 06/30/2021

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.

 
ACCENTURE PLC
MEETING DATE:  FEB 03, 2021
TICKER:  ACN       SECURITY ID:  G1151C101
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Jaime Ardila Management For For
1b Elect Director Herbert Hainer Management For For
1c Elect Director Nancy McKinstry Management For For
1d Elect Director Beth E. Mooney Management For For
1e Elect Director Gilles C. Pelisson Management For For
1f Elect Director Paula A. Price Management For For
1g Elect Director Venkata (Murthy) Renduchintala Management For For
1h Elect Director David Rowland Management For For
1i Elect Director Arun Sarin Management For For
1j Elect Director Julie Sweet Management For For
1k Elect Director Frank K. Tang Management For For
1l Elect Director Tracey T. Travis Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Approve KPMG LLP as Auditors and Authorize Board to Fix Their Remuneration Management For For
4 Renew the Board's Authority to Issue Shares Under Irish Law Management For For
5 Authorize Board to Opt-Out of Statutory Pre-Emption Rights Management For For
6 Determine Price Range for Reissuance of Treasury Shares Management For For
 
ADOBE INC.
MEETING DATE:  APR 20, 2021
TICKER:  ADBE       SECURITY ID:  00724F101
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Amy Banse Management For For
1b Elect Director Melanie Boulden Management For For
1c Elect Director Frank Calderoni Management For For
1d Elect Director James Daley Management For For
1e Elect Director Laura Desmond Management For For
1f Elect Director Shantanu Narayen Management For For
1g Elect Director Kathleen Oberg Management For For
1h Elect Director Dheeraj Pandey Management For For
1i Elect Director David Ricks Management For For
1j Elect Director Daniel Rosensweig Management For For
1k Elect Director John Warnock Management For For
2 Amend Omnibus Stock Plan Management For For
3 Ratify KPMG LLP as Auditors Management For For
4 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
 
ADYEN NV
MEETING DATE:  FEB 12, 2021
TICKER:  ADYEN       SECURITY ID:  N3501V104
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1 Open Meeting and Announcements Management None None
2 Elect Alexander Matthey to Management Board Management For For
3 Elect Caoimhe Treasa Keogan to Supervisory Board Management For For
4 Close Meeting Management None None
 
ADYEN NV
MEETING DATE:  JUN 03, 2021
TICKER:  ADYEN       SECURITY ID:  N3501V104
Proposal No Proposal Proposed By Management Recommendation Vote Cast
2.b Approve Remuneration Report Management For For
2.c Adopt Financial Statements and Statutory Reports Management For For
3 Approve Discharge of Management Board Management For For
4 Approve Discharge of Supervisory Board Management For For
5 Reelect Ingo Jeroen Uytdehaage to Management Board Management For For
6 Reelect Delfin Rueda Arroyo to Supervisory Board Management For For
7 Grant Board Authority to Issue Shares Up to 10 Percent of Issued Capital Management For For
8 Authorize Board to Exclude Preemptive Rights from Share Issuances Management For For
9 Authorize Repurchase of Up to 10 Percent of Issued Share Capital Management For For
10 Ratify PwC as Auditors Management For For
 
AUTOMATIC DATA PROCESSING, INC.
MEETING DATE:  NOV 11, 2020
TICKER:  ADP       SECURITY ID:  053015103
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Peter Bisson Management For For
1b Elect Director Richard T. Clark Management For For
1c Elect Director Linnie M. Haynesworth Management For For
1d Elect Director John P. Jones Management For For
1e Elect Director Francine S. Katsoudas Management For For
1f Elect Director Nazzic S. Keene Management For For
1g Elect Director Thomas J. Lynch Management For For
1h Elect Director Scott F. Powers Management For For
1i Elect Director William J. Ready Management For For
1j Elect Director Carlos A. Rodriguez Management For For
1k Elect Director Sandra S. Wijnberg 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 Non-Management Employee Representation on the Board of Directors Shareholder Against Against
 
AXON ENTERPRISE, INC.
MEETING DATE:  MAY 27, 2021
TICKER:  AXON       SECURITY ID:  05464C101
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Richard H. Carmona Management For For
1.2 Elect Director Julie Cullivan Management For For
1.3 Elect Director Caitlin Kalinowski Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Ratify Grant Thornton LLP as Auditors Management For For
4 Approve the Increase in the Maximum Number of Directors from Nine to Eleven Management For For
5 Require a Majority Vote for the Election of Directors Shareholder Against For
 
BLACK KNIGHT, INC.
MEETING DATE:  JUN 16, 2021
TICKER:  BKI       SECURITY ID:  09215C105
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director William P. Foley, II Management For For
1.2 Elect Director Anthony M. Jabbour Management For For
1.3 Elect Director Catherine (Katie) L. Burke Management For For
1.4 Elect Director Thomas M. Hagerty Management For For
1.5 Elect Director Joseph M. Otting Management For For
1.6 Elect Director John D. Rood Management For For
1.7 Elect Director Nancy L. Shanik Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Ratify KPMG LLP as Auditors Management For For
 
BOOZ ALLEN HAMILTON HOLDING CORPORATION
MEETING DATE:  JUL 29, 2020
TICKER:  BAH       SECURITY ID:  099502106
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Ralph W. Shrader Management For For
1b Elect Director Joan Lordi C. Amble Management For For
1c Elect Director Michele A. Flournoy 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 Management For For
 
CERIDIAN HCM HOLDING INC.
MEETING DATE:  APR 27, 2021
TICKER:  CDAY       SECURITY ID:  15677J108
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director David D. Ossip Management For For
1.2 Elect Director Andrea S. Rosen Management For For
1.3 Elect Director Gerald C. Throop 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 KPMG LLP as Auditors Management For For
 
COGNIZANT TECHNOLOGY SOLUTIONS CORPORATION
MEETING DATE:  JUN 01, 2021
TICKER:  CTSH       SECURITY ID:  192446102
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Zein Abdalla Management For For
1b Elect Director Vinita Bali Management For For
1c Elect Director Maureen Breakiron-Evans Management For For
1d Elect Director Archana Deskus Management For For
1e Elect Director John M. Dineen Management For For
1f Elect Director Brian Humphries Management For For
1g Elect Director Leo S. Mackay, Jr. Management For For
1h Elect Director Michael Patsalos-Fox Management For For
1i Elect Director Joseph M. Velli Management For For
1j Elect Director Sandra S. Wijnberg 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 Act by Written Consent Shareholder Against Against
 
CORELOGIC, INC.
MEETING DATE:  NOV 17, 2020
TICKER:  CLGX       SECURITY ID:  21871D103
Proposal No Proposal Proposed By Management Recommendation Vote Cast
Management Proxy (White Card)
1 Repeal Bylaws Adopted by the Board Without Shareholder Approval Subsequent to July 6, 2020 Shareholder Against Did Not Vote
2A Remove Director J. David Chatham Shareholder Against Did Not Vote
2B Remove Director Douglas C. Curling Shareholder Against Did Not Vote
2C Remove Director John C. Dorman Shareholder Against Did Not Vote
2D Remove Director Paul F. Folino Shareholder Against Did Not Vote
2E Remove Director Thomas C. O'Brien Shareholder Against Did Not Vote
2F Remove Director Pamela H. Patenaude Shareholder Against Did Not Vote
2G Remove Director Vikrant Raina Shareholder Against Did Not Vote
2H Remove Director J. Michael Shepherd Shareholder Against Did Not Vote
2I Remove Director David F. Walker Shareholder Against Did Not Vote
3A Elect Director W. Steve Albrecht Shareholder Against Did Not Vote
3B Elect Director Martina Lewis Bradford Shareholder Against Did Not Vote
3C Elect Director Gail Landis Shareholder Against Did Not Vote
3D Elect Director Wendy Lane Shareholder Against Did Not Vote
3E Elect Director Ryan McKendrick Shareholder Against Did Not Vote
3F Elect Director Katherine "KT" Rabin Shareholder Against Did Not Vote
3G Elect Director Sreekanth Ravi Shareholder Against Did Not Vote
3H Elect Director Lisa Wardell Shareholder Against Did Not Vote
3I Elect Director Henry W. "Jay" Winship Shareholder Against Did Not Vote
4 Amend Bylaws to Provide Mechanics for Calling a Special Meeting if No or Less Than a Majority of Directors are in Office Following the Passing of the Director Removal Proposal Shareholder Against Did Not Vote
Proposal No Proposal Proposed By Dissident Recommendation Vote Cast
Dissident Proxy (Gold Proxy)
1.1 Remove Director J. David Chatham Shareholder For For
1.2 Remove Director Douglas C. Curling Shareholder For Withhold
1.3 Remove Director John C. Dorman Shareholder For Withhold
1.4 Remove Director Paul F. Folino Shareholder For For
1.5 Remove Director Thomas C. O'Brien Shareholder For For
1.6 Remove Director Pamela H. Patenaude Shareholder For Withhold
1.7 Remove Director Vikrant Raina Shareholder For Withhold
1.8 Remove Director J. Michael Shepherd Shareholder For Withhold
1.9 Remove Director David F. Walker Shareholder For For
2.1 Elect Director W. Steve Albrecht Shareholder For For
2.2 Elect Director Martina Lewis Bradford Shareholder For Withhold
2.3 Elect Director Gail Landis Shareholder For Withhold
2.4 Elect Director Wendy Lane Shareholder For For
2.5 Elect Director Ryan McKendrick Shareholder For For
2.6 Elect Director Katherine "KT" Rabin Shareholder For Withhold
2.7 Elect Director Sreekanth Ravi Shareholder For Withhold
2.8 Elect Director Lisa Wardell Shareholder For Withhold
2.9 Elect Director Henry W. "Jay" Winship Shareholder For For
3 Repeal Bylaws Adopted by the Board Without Shareholder Approval Subsequent to July 6, 2020 Shareholder For For
4 Amend Bylaws to Provide Mechanics for Calling a Special Meeting if No or Less Than a Majority of Directors are in Office Shareholder For Against
 
DXC TECHNOLOGY COMPANY
MEETING DATE:  AUG 13, 2020
TICKER:  DXC       SECURITY ID:  23355L106
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Mukesh Aghi Management For For
1b Elect Director Amy E. Alving Management For For
1c Elect Director David A. Barnes Management For For
1d Elect Director Raul J. Fernandez Management For For
1e Elect Director David L. Herzog Management For For
1f Elect Director Mary L. Krakauer Management For For
1g Elect Director Ian C. Read Management For For
1h Elect Director Michael J. Salvino Management For For
1i Elect Director Manoj P. Singh Management For For
1j Elect Director Robert F. Woods 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 Amend Omnibus Stock Plan Management For For
5 Amend Non-Employee Director Restricted Stock Plan Management For For
 
ELECTRONIC ARTS INC.
MEETING DATE:  AUG 06, 2020
TICKER:  EA       SECURITY ID:  285512109
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Leonard S. Coleman Management For For
1b Elect Director Jay C. Hoag Management For For
1c Elect Director Jeffrey T. Huber Management For For
1d Elect Director Lawrence F. Probst, III Management For For
1e Elect Director Talbott Roche Management For For
1f Elect Director Richard A. Simonson Management For For
1g Elect Director Luis A. Ubinas Management For For
1h Elect Director Heidi J. Ueberroth Management For For
1i Elect Director Andrew Wilson 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 Provide Right to Act by Written Consent Shareholder Against Against
 
ENDAVA PLC
MEETING DATE:  DEC 16, 2020
TICKER:  DAVA       SECURITY ID:  29260V105
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 Reappoint KPMG LLP as Auditors and Authorise the Board to Determine Their Remuneration Management For For
4 Elect John Cotterell as Director Management For For
5 Elect Mark Thurston as Director Management For For
6 Elect Andrew Allan as Director Management For For
7 Elect Ben Druskin as Director Management For For
8 Elect David Pattillo as Director Management For For
9 Elect Sulina Connal as Director Management For For
10 Elect Trevor Smith as Director Management For For
 
EPAM SYSTEMS, INC.
MEETING DATE:  JUN 08, 2021
TICKER:  EPAM       SECURITY ID:  29414B104
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Arkadiy Dobkin Management For For
1.2 Elect Director Robert E. Segert 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 Qualified Employee Stock Purchase Plan Management For For
 
FACEBOOK, INC.
MEETING DATE:  MAY 26, 2021
TICKER:  FB       SECURITY ID:  30303M102
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Peggy Alford Management For For
1.2 Elect Director Marc L. Andreessen Management For For
1.3 Elect Director Andrew W. Houston Management For For
1.4 Elect Director Nancy Killefer Management For For
1.5 Elect Director Robert M. Kimmitt Management For For
1.6 Elect Director Sheryl K. Sandberg Management For For
1.7 Elect Director Peter A. Thiel Management For For
1.8 Elect Director Tracey T. Travis Management For For
1.9 Elect Director Mark Zuckerberg Management For For
2 Ratify Ernst & Young LLP as Auditors Management For For
3 Amend Non-Employee Director Compensation Policy Management For Against
4 Approve Recapitalization Plan for all Stock to Have One-vote per Share Shareholder Against For
5 Require Independent Board Chair Shareholder Against Against
6 Report on Online Child Sexual Exploitation Shareholder Against Against
7 Require Independent Director Nominee with Human and/or Civil Rights Experience Shareholder Against Against
8 Report on Platform Misuse Shareholder Against For
9 Amend Certificate of Incorporation to Become a Public Benefit Corporation Shareholder Against Against
 
FIDELITY NATIONAL INFORMATION SERVICES, INC.
MEETING DATE:  MAY 19, 2021
TICKER:  FIS       SECURITY ID:  31620M106
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Ellen R. Alemany Management For For
1b Elect Director Jeffrey A. Goldstein Management For For
1c Elect Director Lisa A. Hook Management For For
1d Elect Director Keith W. Hughes Management For For
1e Elect Director Gary L. Lauer Management For For
1f Elect Director Gary A. Norcross Management For For
1g Elect Director Louise M. Parent Management For For
1h Elect Director Brian T. Shea Management For For
1i Elect Director James B. Stallings, Jr. Management For For
1j Elect Director Jeffrey E. Stiefler Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Ratify KPMG LLP as Auditors Management For For
 
FISERV, INC.
MEETING DATE:  MAY 19, 2021
TICKER:  FISV       SECURITY ID:  337738108
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Frank J. Bisignano Management For For
1.2 Elect Director Alison Davis Management For For
1.3 Elect Director Henrique de Castro Management For For
1.4 Elect Director Harry F. DiSimone Management For For
1.5 Elect Director Dennis F. Lynch Management For For
1.6 Elect Director Heidi G. Miller Management For For
1.7 Elect Director Scott C. Nuttall Management For For
1.8 Elect Director Denis J. O'Leary Management For For
1.9 Elect Director Doyle R. Simons Management For For
1.10 Elect Director Kevin M. Warren 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
 
FLEETCOR TECHNOLOGIES, INC.
MEETING DATE:  JUN 10, 2021
TICKER:  FLT       SECURITY ID:  339041105
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Steven T. Stull Management For Against
1b Elect Director Michael Buckman Management For For
1c Elect Director Thomas M. Hagerty Management For For
1d Elect Director Mark A. Johnson Management For For
1e Elect Director Archie L. Jones, Jr. Management For For
1f Elect Director Hala G. Moddelmog Management For For
1g 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 Provide Right to Act by Written Consent Shareholder Against Against
 
FOLEY TRASIMENE ACQUISITION CORP.
MEETING DATE:  JUN 30, 2021
TICKER:  WPF       SECURITY ID:  34431F104
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1 Approve SPAC Transaction Management For For
2a Amend Certificate of Incorporation Management For For
2b Authorize a New Class of Common Stock Management For For
2c Increase Authorized Common Stock Management For For
3 Approve Issuance of Shares for a Private Placement Management For For
4a Classify the Board of Directors Management For Against
4b Adopt Supermajority Vote Requirement for Removal of Directors Management For Against
4c Adopt Supermajority Vote Requirement to Amend Charter and Bylaws Management For Against
5 Approve Omnibus Stock Plan Management For Against
6 Approve Qualified Employee Stock Purchase Plan Management For For
7 Adjourn Meeting Management For For
 
GARTNER, INC.
MEETING DATE:  JUN 03, 2021
TICKER:  IT       SECURITY ID:  366651107
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Peter E. Bisson Management For For
1b Elect Director Richard J. Bressler Management For For
1c Elect Director Raul E. Cesan Management For For
1d Elect Director Karen E. Dykstra Management For For
1e Elect Director Anne Sutherland Fuchs Management For For
1f Elect Director William O. Grabe Management For For
1g Elect Director Eugene A. Hall Management For For
1h Elect Director Stephen G. Pagliuca Management For For
1i Elect Director Eileen M. Serra Management For For
1j Elect Director James C. Smith 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 Qualified Employee Stock Purchase Plan Management For For
 
GENPACT LIMITED
MEETING DATE:  MAY 05, 2021
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 Mark Nunnelly Management For For
1.10 Elect Director Brian Stevens Management For For
1.11 Elect Director Mark Verdi Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Ratify KPMG as Auditors Management For For
 
GLOBAL PAYMENTS INC.
MEETING DATE:  APR 29, 2021
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 Kriss Cloninger, III Management For For
1e Elect Director William I Jacobs Management For For
1f Elect Director Joia M. Johnson Management For For
1g Elect Director Ruth Ann Marshall Management For For
1h Elect Director Connie D. McDaniel Management For For
1i Elect Director William B. Plummer Management For For
1j Elect Director Jeffrey S. Sloan Management For For
1k Elect Director John T. Turner Management For For
1l Elect Director M. Troy Woods 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 Provide Right to Act by Written Consent Shareholder Against Against
 
GODADDY INC.
MEETING DATE:  JUN 02, 2021
TICKER:  GDDY       SECURITY ID:  380237107
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Herald Y. Chen Management For For
1.2 Elect Director Brian H. Sharples Management For For
1.3 Elect Director Leah Sweet 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
 
ICF INTERNATIONAL, INC.
MEETING DATE:  MAY 27, 2021
TICKER:  ICFI       SECURITY ID:  44925C103
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Cheryl W. Grise Management For For
1.2 Elect Director Randall Mehl Management For For
1.3 Elect Director Scott B. Salmirs Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Ratify Grant Thornton LLP as Auditors Management For For
 
INTERNATIONAL BUSINESS MACHINES CORPORATION
MEETING DATE:  APR 27, 2021
TICKER:  IBM       SECURITY ID:  459200101
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Thomas Buberl Management For For
1b Elect Director Michael L. Eskew Management For For
1c Elect Director David N. Farr Management For For
1d Elect Director Alex Gorsky Management For For
1e Elect Director Michelle J. Howard Management For For
1f Elect Director Arvind Krishna Management For For
1g Elect Director Andrew N. Liveris Management For For
1h Elect Director Frederick William McNabb, III Management For For
1i Elect Director Martha E. Pollack Management For For
1j Elect Director Joseph R. Swedish Management For For
1k Elect Director Peter R. Voser Management For For
1l Elect Director Frederick H. Waddell 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 Require Independent Board Chair Shareholder Against Against
5 Lower Ownership Threshold for Action by Written Consent Shareholder Against Against
6 Publish Annually a Report Assessing Diversity, Equity, and Inclusion Efforts Shareholder For For
 
INTUIT INC.
MEETING DATE:  JAN 21, 2021
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 Dennis D. Powell Management For For
1i Elect Director Brad D. Smith Management For For
1j Elect Director Thomas Szkutak Management For For
1k Elect Director Raul Vazquez Management For For
1l Elect Director Jeff Weiner 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
 
LEIDOS HOLDINGS, INC.
MEETING DATE:  APR 30, 2021
TICKER:  LDOS       SECURITY ID:  525327102
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Gregory R. Dahlberg Management For For
1b Elect Director David G. Fubini Management For For
1c Elect Director Miriam E. John Management For For
1d Elect Director Frank Kendall, III Management For For
1e Elect Director Robert C. Kovarik, Jr. Management For For
1f Elect Director Harry M. J. Kraemer, Jr. Management For For
1g Elect Director Roger A. Krone Management For For
1h Elect Director Gary S. May Management For For
1i Elect Director Surya N. Mohapatra Management For For
1j Elect Director Robert S. Shapard Management For For
1k Elect Director Susan M. Stalnecker Management For For
1l Elect Director Noel B. Williams 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
 
MASTERCARD INCORPORATED
MEETING DATE:  JUN 22, 2021
TICKER:  MA       SECURITY ID:  57636Q104
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Ajay Banga Management For For
1b Elect Director Merit E. Janow Management For For
1c Elect Director Richard K. Davis Management For For
1d Elect Director Steven J. Freiberg Management For For
1e Elect Director Julius Genachowski Management For For
1f Elect Director Choon Phong Goh Management For For
1g Elect Director Oki Matsumoto Management For For
1h Elect Director Michael Miebach Management For For
1i Elect Director Youngme Moon Management For For
1j Elect Director Rima Qureshi Management For For
1k Elect Director Jose Octavio Reyes Lagunes Management For For
1l Elect Director Gabrielle Sulzberger Management For For
1m Elect Director Jackson Tai Management For For
1n Elect Director Lance Uggla 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 Omnibus Stock Plan Management For For
5 Amend Non-Employee Director Omnibus Stock Plan Management For For
6 Eliminate Supermajority Vote Requirement Management For For
 
MATCH GROUP, INC.
MEETING DATE:  JUN 15, 2021
TICKER:  MTCH       SECURITY ID:  57667L107
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Wendi Murdoch Management For For
1b Elect Director Glenn H. Schiffman Management For For
1c Elect Director Pamela S. Seymon Management For For
2 Approve Qualified Employee Stock Purchase Plan Management For For
3 Ratify Ernst & Young LLP as Auditors Management For For
 
MERCADOLIBRE, INC.
MEETING DATE:  JUN 08, 2021
TICKER:  MELI       SECURITY ID:  58733R102
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Nicolas Galperin Management For For
1.2 Elect Director Henrique Dubugras Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Ratify Deloitte & Co. S.A as Auditors Management For For
 
MONGODB, INC.
MEETING DATE:  JUL 10, 2020
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
 
MONGODB, INC.
MEETING DATE:  JUN 29, 2021
TICKER:  MDB       SECURITY ID:  60937P106
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Roelof Botha Management For For
1.2 Elect Director Dev Ittycheria Management For For
1.3 Elect Director John McMahon Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Ratify PricewaterhouseCoopers LLP as Auditors Management For For
 
NETCOMPANY GROUP A/S
MEETING DATE:  AUG 19, 2020
TICKER:  NETC       SECURITY ID:  K7020C102
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Hege Skryseth as New Director Management For For
1b Elect Asa Riisberg as New Director Management For For
2 Amend Articles Re: Allow to Hold Electronic General Meetings Management For For
3 Other Business Management None None
 
NICE LTD. (ISRAEL)
MEETING DATE:  SEP 10, 2020
TICKER:  NICE       SECURITY ID:  653656108
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Reelect David Kostman as Director Management For For
1b Reelect Rimon Ben-Shaoul as Director Management For For
1c Reelect Yehoshua (Shuki) Ehrlich as Director Management For For
1d Reelect Leo Apotheker as Director Management For For
1e Reelect Joseph (Joe) Cowan as Director Management For For
2 Approve Current Liability Insurance Policy and Future Amended Liability Insurance Policy to Directors/Officers Management For For
2a Vote FOR if you are a controlling shareholder or have a personal interest in Item 2, 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
3 Approve Extension of Annual Bonus Plan of CEO Management For For
3a Vote FOR if you are a controlling shareholder or have a personal interest in Item 3, 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
4 Reappoint Kost Forer Gabay & Kasierer as Auditors and Authorize Board to Fix Their Remuneration Management For For
5 Discuss Financial Statements and the Report of the Board for 2016 Management None None
 
PAYCOM SOFTWARE, INC.
MEETING DATE:  MAY 03, 2021
TICKER:  PAYC       SECURITY ID:  70432V102
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Robert J. Levenson Management For For
1.2 Elect Director Frederick C. Peters, II 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 Report on Plans to Improve Diversity of Executive Leadership Shareholder None For
 
PAYPAL HOLDINGS, INC.
MEETING DATE:  MAY 26, 2021
TICKER:  PYPL       SECURITY ID:  70450Y103
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Rodney C. Adkins Management For For
1b Elect Director Jonathan Christodoro Management For For
1c Elect Director John J. Donahoe Management For For
1d Elect Director David W. Dorman Management For For
1e Elect Director Belinda J. Johnson Management For For
1f Elect Director Gail J. McGovern Management For For
1g Elect Director Deborah M. Messemer Management For For
1h Elect Director David M. Moffett Management For For
1i Elect Director Ann M. Sarnoff Management For For
1j Elect Director Daniel H. Schulman Management For For
1k Elect Director Frank D. Yeary 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 Act by Written Consent Shareholder Against Against
5 Report on Whether Written Policies or Unwritten Norms Reinforce Racism in Company Culture Shareholder Against Against
 
S4 CAPITAL PLC
MEETING DATE:  JUN 07, 2021
TICKER:  SFOR       SECURITY ID:  G8059H124
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 Employee Stock Purchase Plan Management For For
4 Re-elect Sir Martin Sorrell as Director Management For For
5 Re-elect Victor Knaap as Director Management For For
6 Re-elect Wesley ter Haar as Director Management For For
7 Re-elect Pete Kim as Director Management For For
8 Re-elect Christopher Martin as Director Management For For
9 Re-elect Peter Rademaker as Director Management For For
10 Re-elect Paul Roy as Director Management For For
11 Re-elect Rupert Walker as Director Management For For
12 Re-elect Susan Prevezer as Director Management For For
13 Re-elect Daniel Pinto as Director Management For For
14 Re-elect Scott Spirit as Director Management For For
15 Re-elect Elizabeth Buchanan as Director Management For For
16 Re-elect Margaret Ma Connolly as Director Management For For
17 Re-elect Naoko Okumoto as Director Management For For
18 Elect Miles Young as Director Management For For
19 Reappoint PricewaterhouseCoopers LLP as Auditors Management For For
20 Authorise Board to Fix Remuneration of Auditors 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 Equity without Pre-emptive Rights in Connection with an Acquisition or Other Capital Investment Management For For
24 Authorise Issue Equity without Pre-emptive Rights Reserved to Overseas Shareowners Management For For
25 Authorise Market Purchase of Ordinary Shares Management For For
26 Authorise the Company to Call General Meeting with Two Weeks' Notice Management For For
27 Adopt New Articles of Association Management For For
 
SCIENCE APPLICATIONS INTERNATIONAL CORPORATION
MEETING DATE:  JUN 02, 2021
TICKER:  SAIC       SECURITY ID:  808625107
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Robert A. Bedingfield Management For For
1b Elect Director Carol A. Goode Management For For
1c Elect Director Garth N. Graham Management For For
1d Elect Director John J. Hamre Management For For
1e Elect Director Yvette M. Kanouff Management For For
1f Elect Director Nazzic S. Keene Management For For
1g Elect Director Timothy J. Mayopoulos Management For For
1h Elect Director Katharina G. McFarland Management For For
1i Elect Director Donna S. Morea Management For For
1j Elect Director Steven R. Shane 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
 
SQUARE, INC.
MEETING DATE:  JUN 15, 2021
TICKER:  SQ       SECURITY ID:  852234103
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Randy Garutti Management For For
1.2 Elect Director Mary Meeker Management For For
1.3 Elect Director Lawrence Summers Management For For
1.4 Elect Director Darren Walker 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 Require Independent Board Chair Shareholder Against Against
5 Approve Recapitalization Plan for all Stock to Have One-vote per Share Shareholder Against For
 
SS&C TECHNOLOGIES HOLDINGS, INC.
MEETING DATE:  MAY 19, 2021
TICKER:  SSNC       SECURITY ID:  78467J100
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1 Elect Director Jonathan E. Michael Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Ratify PricewaterhouseCoopers LLP as Auditors Management For For
 
STONECO LTD.
MEETING DATE:  DEC 11, 2020
TICKER:  STNE       SECURITY ID:  G85158106
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Andre Street Management For For
1.2 Elect Director Eduardo Cunha Monnerat Solon de Pontes Management For For
1.3 Elect Director Roberto Moses Thompson Motta Management For For
1.4 Elect Director Thomas A. Patterson Management For For
1.5 Elect Director Ali Mazanderani Management For For
1.6 Elect Director Silvio Jose Morais Management For For
1.7 Elect Director Luciana Ibiapina Lira Aguiar Management For For
2 Accept Financial Statements and Statutory Reports Management For For
 
THE WESTERN UNION COMPANY
MEETING DATE:  MAY 14, 2021
TICKER:  WU       SECURITY ID:  959802109
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Martin I. Cole Management For For
1b Elect Director Hikmet Ersek Management For For
1c Elect Director Richard A. Goodman Management For For
1d Elect Director Betsy D. Holden Management For For
1e Elect Director Jeffrey A. Joerres Management For For
1f Elect Director Michael A. Miles, Jr. Management For For
1g Elect Director Timothy P. Murphy Management For For
1h Elect Director Joyce A. Phillips Management For For
1i Elect Director Jan Siegmund Management For For
1j Elect Director Angela A. Sun Management For For
1k Elect Director Solomon D. Trujillo 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 Provide Right to Act by Written Consent Shareholder Against Against
 
TTEC HOLDINGS, INC.
MEETING DATE:  MAY 26, 2021
TICKER:  TTEC       SECURITY ID:  89854H102
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Kenneth D. Tuchman Management For For
1b Elect Director Steven J. Anenen Management For For
1c Elect Director Tracy L. Bahl Management For For
1d Elect Director Gregory A. Conley Management For For
1e Elect Director Robert N. Frerichs Management For For
1f Elect Director Marc L. Holtzman Management For For
1g Elect Director Gina L. Loften Management For For
1h Elect Director Ekta Singh-Bushell Management For For
2 Ratify PricewaterhouseCoopers LLP as Auditors Management For For
 
TWILIO INC.
MEETING DATE:  JUN 16, 2021
TICKER:  TWLO       SECURITY ID:  90138F102
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Jeff Lawson Management For For
1.2 Elect Director Byron Deeter Management For For
1.3 Elect Director Jeffrey Epstein Management For For
2 Ratify KPMG LLP as Auditors Management For For
3 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
 
UNISYS CORPORATION
MEETING DATE:  APR 23, 2021
TICKER:  UIS       SECURITY ID:  909214306
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Peter A. Altabef Management For For
1b Elect Director Jared L. Cohon Management For For
1c Elect Director Nathaniel A. Davis Management For For
1d Elect Director Matthew J. Desch Management For For
1e Elect Director Denise K. Fletcher Management For For
1f Elect Director Philippe Germond Management For For
1g Elect Director Lisa A. Hook Management For For
1h Elect Director Deborah Lee James Management For For
1i Elect Director Paul E. Martin Management For For
1j Elect Director Regina Paolillo Management For For
1k Elect Director Lee D. Roberts Management For For
2 Ratify PricewaterhouseCoopers LLP as Auditors Management For For
3 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
 
VERISIGN, INC.
MEETING DATE:  MAY 27, 2021
TICKER:  VRSN       SECURITY ID:  92343E102
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director D. James Bidzos Management For For
1.2 Elect Director Yehuda Ari Buchalter Management For For
1.3 Elect Director Kathleen A. Cote Management For For
1.4 Elect Director Thomas F. Frist, III Management For For
1.5 Elect Director Jamie S. Gorelick Management For For
1.6 Elect Director Roger H. Moore Management For For
1.7 Elect Director Louis A. Simpson Management For For
1.8 Elect Director Timothy Tomlinson 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 Provide Right to Act by Written Consent Shareholder Against Against
 
VERISK ANALYTICS, INC.
MEETING DATE:  MAY 19, 2021
TICKER:  VRSK       SECURITY ID:  92345Y106
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Samuel G. Liss Management For For
1b Elect Director Bruce E. Hansen Management For For
1c Elect Director Therese M. Vaughan Management For For
1d Elect Director Kathleen A. Hogenson Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Approve Omnibus Stock Plan Management For For
4 Ratify Deloitte & Touche LLP as Auditors Management For For
 
VISA INC.
MEETING DATE:  JAN 26, 2021
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 Mary B. Cranston 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 John F. Lundgren Management For For
1g Elect Director Robert W. Matschullat Management For For
1h Elect Director Denise M. Morrison Management For For
1i Elect Director Suzanne Nora Johnson Management For For
1j Elect Director Linda J. Rendle Management For For
1k Elect Director John A. C. Swainson Management For For
1l Elect Director Maynard G. Webb, Jr. 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
5 Provide Holders of At Least 15% Class A Common Stock Right to Call Special Meeting Management For For
6 Provide Right to Act by Written Consent Shareholder Against Against
7 Amend Principles of Executive Compensation Program Shareholder Against Against
 
WEX INC.
MEETING DATE:  JUN 04, 2021
TICKER:  WEX       SECURITY ID:  96208T104
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Nancy Altobello Management For For
1.2 Elect Director Bhavana Bartholf Management For For
1.3 Elect Director Derrick Roman Management For For
1.4 Elect Director Regina O. Sommer Management For For
1.5 Elect Director Jack VanWoerkom Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For Against
3 Amend Omnibus Stock Plan Management For For
4 Declassify the Board of Directors Management For For
5 Ratify Deloitte & Touche LLP as Auditors Management For For
 
WNS (HOLDINGS) LIMITED
MEETING DATE:  SEP 24, 2020
TICKER:  WNS       SECURITY ID:  92932M101
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1 Accept Financial Statements and Statutory Reports Management For For
2 Ratify Grant Thornton India LLP as Auditors Management For For
3 Authorize Board to Fix Remuneration of Auditors Management For For
4 Reelect Michael Menezes as a Director Management For For
5 Reelect Keith Haviland as a Director Management For For
6 Reelect Keshav R. Murugesh as a Director Management For For
7 Approve Remuneration of Directors Management For For
8 Amend Omnibus Stock Plan Management For For
9 Authorize Share Repurchase Program Management For For
 
XERO LIMITED
MEETING DATE:  AUG 13, 2020
TICKER:  XRO       SECURITY ID:  Q98665104
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1 Authorize Board to Fix Remuneration of the Auditors Management For For
2 Elect Lee Hatton as Director Management For For
3 Elect Rod Drury as Director Management For For
4 Elect Mark Cross as Director Management For For

VOTE SUMMARY REPORT
SELECT LEISURE PORTFOLIO
07/01/2020 - 06/30/2021

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 22, 2021
TICKER:  ABNB       SECURITY ID:  009066101
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Angela Ahrendts Management For For
1.2 Elect Director Brian Chesky Management For For
1.3 Elect Director Kenneth Chenault 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
 
AMADEUS IT GROUP SA
MEETING DATE:  JUN 16, 2021
TICKER:  AMS       SECURITY ID:  E04648114
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1 Approve Consolidated and Standalone Financial Statements Management For For
2 Approve Non-Financial Information Statement Management For For
3 Approve Treatment of Net Loss Management For For
4 Approve Discharge of Board Management For For
5.1 Elect Jana Eggers as Director Management For For
5.2 Elect Amanda Mesler as Director Management For For
5.3 Reelect Luis Maroto Camino as Director Management For For
5.4 Reelect David Webster as Director Management For For
5.5 Reelect Clara Furse as Director Management For For
5.6 Reelect Nicolas Huss as Director Management For For
5.7 Reelect Stephan Gemkow as Director Management For For
5.8 Reelect Peter Kuerpick as Director Management For For
5.9 Reelect Pilar Garcia Ceballos-Zuniga as Director Management For For
5.10 Reelect Francesco Loredan as Director Management For For
6 Advisory Vote on Remuneration Report Management For Against
7 Approve Remuneration of Directors Management For For
8 Approve Remuneration Policy Management For For
9 Approve Performance Share Plan Management For For
10.1 Amend Article 11 Re: Share Capital Increase Management For For
10.2 Amend Article 24 Re: Remote Voting Management For For
10.3 Add New Article 24 bis Re: Allow Shareholder Meetings to be Held in Virtual-Only Format Management For For
10.4 Amend Articles Re: Board Functions and Remuneration Management For For
10.5 Amend Articles Re: Board Committees Management For For
11.1 Amend Articles of General Meeting Regulations Re: Company's Name and Corporate Website Management For For
11.2 Amend Article 7 of General Meeting Regulations Re: Right to Information Management For For
11.3 Amend Articles of General Meeting Regulations Re: Holding of the General Meeting Management For For
11.4 Amend Articles of General Meeting Regulations Re: Constitution and Start of the Session Management For For
12 Authorize Board to Ratify and Execute Approved Resolutions Management For For
 
BALLY'S CORPORATION
MEETING DATE:  JUN 30, 2021
TICKER:  BALY       SECURITY ID:  05875B106
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1 Issue Shares in Connection with Acquisition Management For For
2 Approve Qualified Employee Stock Purchase Plan Management For For
3 Adjourn Meeting Management For For
 
BOOKING HOLDINGS INC.
MEETING DATE:  JUN 03, 2021
TICKER:  BKNG       SECURITY ID:  09857L108
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Timothy M. Armstrong Management For For
1.2 Elect Director Glenn D. Fogel Management For For
1.3 Elect Director Mirian M. Graddick-Weir Management For For
1.4 Elect Director Wei Hopeman Management For For
1.5 Elect Director Robert J. Mylod, Jr. Management For For
1.6 Elect Director Charles H. Noski 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 Bob van Dijk Management For For
1.10 Elect Director Lynn M. Vojvodich 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 Amend Omnibus Stock Plan Management For For
4 Ratify Deloitte & Touche LLP as Auditors Management For For
5 Provide Right to Act by Written Consent Management For For
6 Provide Right to Act by Written Consent Shareholder Against Against
7 Report on Annual Climate Transition Shareholder Against For
8 Annual Investor Advisory Vote on Climate Plan Shareholder Against For
 
BOYD GAMING CORPORATION
MEETING DATE:  MAY 06, 2021
TICKER:  BYD       SECURITY ID:  103304101
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director John R. Bailey Management For For
1.2 Elect Director Robert L. Boughner Management For For
1.3 Elect Director William R. Boyd Management For For
1.4 Elect Director William S. Boyd Management For For
1.5 Elect Director Marianne Boyd Johnson Management For For
1.6 Elect Director Keith E. Smith Management For For
1.7 Elect Director Christine J. Spadafor Management For For
1.8 Elect Director A. Randall Thoman Management For For
1.9 Elect Director Peter M. Thomas Management For For
1.10 Elect Director Paul W. Whetsell Management For For
1.11 Elect Director Veronica J. Wilson Management For For
2 Ratify Deloitte & Touche LLP as Auditors Management For For
 
BRIGHT HORIZONS FAMILY SOLUTIONS INC.
MEETING DATE:  JUN 24, 2021
TICKER:  BFAM       SECURITY ID:  109194100
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Julie Atkinson Management For For
1b Elect Director Jordan Hitch Management For For
1c Elect Director Laurel J. Richie Management For For
1d Elect Director Mary Ann Tocio 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
 
CAESARS ENTERTAINMENT, INC.
MEETING DATE:  JUN 15, 2021
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 For
1.5 Elect Director Don R. Kornstein Management For For
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 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 Authorize New Class of Preferred Stock Management For For
 
CHIPOTLE MEXICAN GRILL, INC.
MEETING DATE:  MAY 18, 2021
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 Neil W. Flanzraich Management For For
1.6 Elect Director Mauricio Gutierrez Management For For
1.7 Elect Director Robin Hickenlooper Management For For
1.8 Elect Director Scott Maw Management For For
1.9 Elect Director Ali Namvar Management For For
1.10 Elect Director Brian Niccol Management For For
1.11 Elect Director Mary Winston 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 Provide Right to Act by Written Consent Shareholder Against Against
 
CHURCHILL DOWNS INCORPORATED
MEETING DATE:  APR 20, 2021
TICKER:  CHDN       SECURITY ID:  171484108
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director William C. Carstanjen Management For For
1.2 Elect Director Karole F. Lloyd Management For For
1.3 Elect Director Paul C. Varga Management For For
2 Ratify PricewaterhouseCoopers LLP as Auditors Management For For
3 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
 
COMPASS GROUP PLC
MEETING DATE:  FEB 04, 2021
TICKER:  CPG       SECURITY ID:  G23296208
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 Elect Ian Meakins as Director Management For For
5 Re-elect Dominic Blakemore as Director Management For For
6 Re-elect Gary Green as Director Management For For
7 Re-elect Karen Witts as Director Management For For
8 Re-elect Carol Arrowsmith as Director Management For For
9 Re-elect John Bason as Director Management For For
10 Re-elect Stefan Bomhard as Director Management For For
11 Re-elect John Bryant as Director Management For For
12 Re-elect Anne-Francoise Nesmes as Director Management For For
13 Re-elect Nelson Silva as Director Management For For
14 Re-elect Ireena Vittal as Director Management For For
15 Reappoint KPMG LLP as Auditors Management For For
16 Authorise the Audit Committee to Fix Remuneration of Auditors Management For For
17 Authorise EU Political Donations and Expenditure 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
22 Adopt New Articles of Association Management For For
23 Authorise the Company to Call General Meeting with 14 Working Days' Notice Management For For
 
DARDEN RESTAURANTS, INC.
MEETING DATE:  SEP 23, 2020
TICKER:  DRI       SECURITY ID:  237194105
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Margaret Shan Atkins Management For For
1.2 Elect Director James P. Fogarty Management For For
1.3 Elect Director Cynthia T. Jamison Management For For
1.4 Elect Director Eugene I. Lee, Jr. Management For For
1.5 Elect Director Nana Mensah Management For For
1.6 Elect Director William S. Simon Management For For
1.7 Elect Director Charles M. Sonsteby Management For For
1.8 Elect Director Timothy J. Wilmott Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For Against
3 Ratify KPMG LLP as Auditors Management For For
 
DIVERSIFIED ROYALTY CORP.
MEETING DATE:  JUN 28, 2021
TICKER:  DIV       SECURITY ID:  255331100
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Paula Rogers Management For For
1.2 Elect Director Johnny Ciampi Management For For
1.3 Elect Director Lorraine McLachlan Management For For
1.4 Elect Director Garry Herdler Management For For
2 Approve KPMG LLP as Auditors and Authorize Board to Fix Their Remuneration Management For For
 
DOMINO'S PIZZA, INC.
MEETING DATE:  APR 27, 2021
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 Richard E. Allison, Jr. Management For For
1.3 Elect Director C. Andrew Ballard Management For For
1.4 Elect Director Andrew B. Balson Management For For
1.5 Elect Director Corie S. Barry Management For For
1.6 Elect Director Diana F. Cantor Management For For
1.7 Elect Director Richard L. Federico Management For For
1.8 Elect Director James A. Goldman Management For For
1.9 Elect Director Patricia E. Lopez Management For For
2 Ratify PricewaterhouseCoopers LLP as Auditor Management For For
3 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
 
ECOLAB INC.
MEETING DATE:  MAY 06, 2021
TICKER:  ECL       SECURITY ID:  278865100
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Douglas M. Baker, Jr. Management For For
1b Elect Director Shari L. Ballard Management For For
1c Elect Director Barbara J. Beck Management For For
1d Elect Director Christophe Beck Management For For
1e Elect Director Jeffrey M. Ettinger Management For For
1f Elect Director Arthur J. Higgins Management For For
1g Elect Director Michael Larson Management For For
1h Elect Director David W. MacLennan Management For For
1i Elect Director Tracy B. McKibben Management For For
1j Elect Director Lionel L. Nowell, III Management For For
1k Elect Director Victoria J. Reich Management For For
1l Elect Director Suzanne M. Vautrinot Management For For
1m Elect Director John J. Zillmer 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 Proxy Access Right Shareholder Against Against
 
EVOLUTION GAMING GROUP AB
MEETING DATE:  JAN 28, 2021
TICKER:  EVO       SECURITY ID:  W3287P115
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 Approve Stock Option Plan for Key Employees; Approve Creation of EUR 15,000 Pool of Capital to Guarantee Conversion Rights Management For Did Not Vote
8 Close Meeting Management None None
 
EVOLUTION GAMING GROUP AB
MEETING DATE:  APR 16, 2021
TICKER:  EVO       SECURITY ID:  W3287P115
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 Designate Inspector(s) of Minutes of Meeting Management For Did Not Vote
4 Prepare and Approve List of Shareholders Management For Did Not Vote
5 Approve Agenda of Meeting Management For Did Not Vote
6 Acknowledge Proper Convening of Meeting Management For Did Not Vote
7a Accept Financial Statements and Statutory Reports Management For Did Not Vote
7b Approve Allocation of Income and Dividends of EUR 0.68 Per Share Management For Did Not Vote
7c1 Approve Discharge of Jens von Bahr Management For Did Not Vote
7c2 Approve Discharge of Joel Citron Management For Did Not Vote
7c3 Approve Discharge of Jonas Engwall Management For Did Not Vote
7c4 Approve Discharge of Cecilia Lager Management For Did Not Vote
7c5 Approve Discharge of Ian Livingstone Management For Did Not Vote
7c6 Approve Discharge of Fredrik Osterberg Management For Did Not Vote
7c7 Approve Discharge of Martin Carlesund Management For Did Not Vote
8 Determine Number of Members (5) and Deputy Members (0) of Board Management For Did Not Vote
9 Approve Remuneration of Directors in the Aggregate Amount of EUR 120,000 Management For Did Not Vote
10a1 Reelect Jens von Bahr as Director Management For Did Not Vote
10a2 Reelect Joel Citron as Director Management For Did Not Vote
10a3 Reelect Jonas Engwall as Director Management For Did Not Vote
10a4 Reelect Ian Livingstone as Director Management For Did Not Vote
10a5 Reelect Fredrik Osterberg as Director Management For Did Not Vote
10b Elect Jens von Bahr as Board Chairman Management For Did Not Vote
11 Approve Remuneration of Auditors Management For Did Not Vote
12 Ratify PricewaterhouseCoopers as Auditors Management For Did Not Vote
13 Approve Nomination Committee Procedures Management For Did Not Vote
14 Approve Remuneration Report Management For Did Not Vote
15 Change Company Name to Evolution AB Management For Did Not Vote
16a Authorize Share Repurchase Program Management For Did Not Vote
16b Authorize Reissuance of Repurchased Shares Management For Did Not Vote
17 Approve Issuance of up to 10 Percent of Issued Shares without Preemptive Rights Management For Did Not Vote
18 Authorize the Board to Repurchase Warrants from Participants in Warrants Plan 2018 Management For Did Not Vote
19 Close Meeting Management None None
 
EXPEDIA GROUP, INC.
MEETING DATE:  JUN 09, 2021
TICKER:  EXPE       SECURITY ID:  30212P303
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Samuel Altman Management For For
1b Elect Director Beverly Anderson Management For For
1c Elect Director Susan Athey Management For For
1d Elect Director Chelsea Clinton Management For For
1e Elect Director Barry Diller Management For For
1f Elect Director Jon Gieselman - Withdrawn Management None None
1g Elect Director Craig Jacobson Management For For
1h Elect Director Peter Kern Management For For
1i Elect Director Dara Khosrowshahi Management For For
1j Elect Director Patricia Menendez-Cambo Management For For
1k Elect Director Greg Mondre Management For For
1l Elect Director David Sambur - Withdrawn Management None None
1m Elect Director Alex von Furstenberg Management For For
1n Elect Director Julie Whalen Management For For
2 Amend Qualified Employee Stock Purchase Plan Management For For
3 Ratify Ernst & Young LLP as Auditors Management For For
4 Report on Political Contributions and Expenditures Shareholder Against Against
 
FLUTTER ENTERTAINMENT PLC
MEETING DATE:  APR 29, 2021
TICKER:  FLTR       SECURITY ID:  G3643J108
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
3a Re-elect Zillah Byng-Thorne as Director Management For For
3b Re-elect Michael Cawley as Director Management For For
3c Re-elect Nancy Cruickshank as Director Management For For
3d Re-elect Richard Flint as Director Management For For
3e Re-elect Andrew Higginson as Director Management For For
3f Re-elect Jonathan Hill as Director Management For For
3g Re-elect Alfred Hurley Jr as Director Management For For
3h Re-elect Peter Jackson as Director Management For For
3i Re-elect David Lazzarato as Director Management For For
3j Re-elect Gary McGann as Director Management For For
3k Re-elect Mary Turner as Director Management For For
4 Authorise Board to Fix Remuneration of Auditors Management For For
5 Authorise the Company to Call General Meeting with Two Weeks' Notice Management For For
6 Authorise Issue of Equity Management For For
7a Authorise Issue of Equity without Pre-emptive Rights Management For For
7b Authorise Issue of Equity without Pre-emptive Rights in Connection with an Acquisition or Specified Capital Investment Management For For
8 Authorise Market Purchase of Ordinary Shares Management For For
9 Authorise the Company to Determine the Price Range at which Treasury Shares may be Re-issued Off-Market Management For For
10 Approve Bonus Issue of Shares Management For For
11 Approve Reduction of Capital Management For For
 
GRAHAM HOLDINGS COMPANY
MEETING DATE:  MAY 06, 2021
TICKER:  GHC       SECURITY ID:  384637104
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Tony Allen Management For For
1.2 Elect Director Christopher C. Davis Management For For
1.3 Elect Director Anne M. Mulcahy Management For For
 
HERMES INTERNATIONAL SCA
MEETING DATE:  MAY 04, 2021
TICKER:  RMS       SECURITY ID:  F48051100
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 Discharge of General Managers Management For For
4 Approve Allocation of Income and Dividends of EUR 4.55 per Share Management For For
5 Approve Auditors' Special Report on Related-Party Transactions Management For For
6 Authorize Repurchase of Up to 10 Percent of Issued Share Capital Management For Against
7 Approve Compensation of Corporate Officers Management For For
8 Approve Compensation of Axel Dumas, General Manager Management For For
9 Approve Compensation of Emile Hermes SARL, General Manager Management For For
10 Approve Compensation of Eric de Seynes, Chairman of the Supervisory Board Management For For
11 Approve Remuneration Policy of General Managers Management For For
12 Approve Remuneration Policy of Supervisory Board Members Management For For
13 Reelect Matthieu Dumas as Supervisory Board Member Management For For
14 Reelect Blaise Guerrand as Supervisory Board Member Management For For
15 Reelect Olympia Guerrand as Supervisory Board Member Management For For
16 Reelect Alexandre Viros as Supervisory Board Member Management For For
17 Authorize Decrease in Share Capital via Cancellation of Repurchased Shares Management For For
18 Authorize Capitalization of Reserves of up to 40 Percent of Issued Capital for Bonus Issue or Increase in Par Value Management For For
19 Authorize Issuance of Equity or Equity-Linked Securities with Preemptive Rights up to 40 Percent of Issued Capital Management For Against
20 Authorize Issuance of Equity or Equity-Linked Securities without Preemptive Rights up to 40 Percent of Issued Capital Management For Against
21 Authorize Capital Issuances for Use in Employee Stock Purchase Plans Management For For
22 Approve Issuance of Equity or Equity-Linked Securities up to 20 Percent of Issued Capital Per Year for Private Placements Management For Against
23 Authorize Capital Increase of up to 10 Percent of Issued Capital for Contributions in Kind Management For Against
24 Delegate Powers to the Management Board to Implement Spin-Off Agreements Management For Against
25 Delegate Powers to the Management Board to Issue Shares in Connection with Item 24 Above Management For Against
26 Amend Articles of Bylaws Re. Change of Corporate Form of Emile Hermes SARL Management For For
27 Authorize Filing of Required Documents/Other Formalities Management For For
 
HILTON WORLDWIDE HOLDINGS INC.
MEETING DATE:  MAY 19, 2021
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 John G. Schreiber Management For For
1i Elect Director Elizabeth A. Smith Management For For
1j 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
 
LAS VEGAS SANDS CORP.
MEETING DATE:  MAY 13, 2021
TICKER:  LVS       SECURITY ID:  517834107
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Irwin Chafetz Management For For
1.2 Elect Director Micheline Chau Management For For
1.3 Elect Director Patrick Dumont Management For For
1.4 Elect Director Charles D. Forman Management For For
1.5 Elect Director Robert G. Goldstein Management For For
1.6 Elect Director George Jamieson Management For For
1.7 Elect Director Nora M. Jordan Management For For
1.8 Elect Director Charles A. Koppelman Management For For
1.9 Elect Director Lewis Kramer Management For For
1.10 Elect Director David F. Levi 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
 
LINDBLAD EXPEDITIONS HOLDINGS, INC.
MEETING DATE:  JUN 03, 2021
TICKER:  LIND       SECURITY ID:  535219109
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Sven-Olof Lindblad Management For For
1.2 Elect Director Mark D. Ein Management For Withhold
1.3 Elect Director Dolf Berle 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 Marcum LLP as Auditors Management For For
 
LIVE NATION ENTERTAINMENT, INC.
MEETING DATE:  JUN 10, 2021
TICKER:  LYV       SECURITY ID:  538034109
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Maverick Carter Management For For
1.2 Elect Director Ari Emanuel - Withdrawn Management None None
1.3 Elect Director Ping Fu Management For For
1.4 Elect Director Jeffrey T. Hinson Management For For
1.5 Elect Director Chad Hollingsworth Management For For
1.6 Elect Director James Iovine Management For For
1.7 Elect Director James S. Kahan Management For For
1.8 Elect Director Gregory B. Maffei Management For For
1.9 Elect Director Randall T. Mays Management For For
1.10 Elect Director Michael Rapino Management For For
1.11 Elect Director Mark S. Shapiro Management For For
1.12 Elect Director Dana Walden Management For For
2 Ratify Ernst & Young LLP as Auditors Management For For
 
LVMH MOET HENNESSY LOUIS VUITTON SE
MEETING DATE:  APR 15, 2021
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 6.00 per Share Management For For
4 Approve Auditors' Special Report on Related-Party Transactions Management For For
5 Reelect Antoine Arnault as Director Management For For
6 Reelect Nicolas Bazire as Director Management For Against
7 Reelect Charles de Croisset as Director Management For For
8 Reelect Yves-Thibault de Silguy as Director Management For For
9 Appoint Olivier Lenel as Alternate Auditor Management For For
10 Approve Amendment of Remuneration Policy of Directors Re: FY 2020 Management For For
11 Approve Amendment of Remuneration Policy of Executive Corporate Officers Re: FY 2020 Management For For
12 Approve Compensation of Corporate Officers Management For For
13 Approve Compensation of Bernard Arnault, Chairman and CEO Management For For
14 Approve Compensation of Antonio Belloni, Vice-CEO Management For For
15 Approve Remuneration Policy of Directors Management For For
16 Approve Remuneration Policy of Chairman and CEO Management For For
17 Approve Remuneration Policy of Vice-CEO Management For For
18 Authorize Repurchase of Up to 10 Percent of Issued Share Capital Management For For
19 Authorize Decrease in Share Capital via Cancellation of Repurchased Shares Management For For
20 Authorize Capitalization of Reserves of Up to EUR 20 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 20 Million Management For For
22 Authorize Issuance of Equity or Equity-Linked Securities without Preemptive Rights up to Aggregate Nominal Amount of EUR 20 Million Management For For
23 Approve Issuance of Equity or Equity-Linked Securities for Qualified Investors, up to Aggregate Nominal Amount of EUR 20 Million Management For For
24 Authorize Board to Increase Capital in the Event of Additional Demand Related to Delegation Submitted to Shareholder Vote Above Management For For
25 Authorize Capital Increase of Up to EUR 20 Million for Future Exchange Offers Management For For
26 Authorize Capital Increase of up to 10 Percent of Issued Capital for Contributions in Kind Management For For
27 Authorize up to 1 Percent of Issued Capital for Use in Stock Option Plans Management For For
28 Authorize Capital Issuances for Use in Employee Stock Purchase Plans Management For For
29 Set Total Limit for Capital Increase to Result from Issuance Requests Under Items 21-26 at EUR 20 Million Management For For
30 Amend Article 22 of Bylaws Re: Auditors Management For For
 
LVMH MOET HENNESSY LOUIS VUITTON SE
MEETING DATE:  MAY 28, 2021
TICKER:  MC       SECURITY ID:  F58485115
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1 Authorize Repurchase of Up to 10 Percent of Issued Share Capital Management For For
 
MARRIOTT INTERNATIONAL, INC.
MEETING DATE:  MAY 07, 2021
TICKER:  MAR       SECURITY ID:  571903202
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director J.W. Marriott, Jr. Management For For
1b Elect Director Anthony G. Capuano Management For For
1c Elect Director Deborah Marriott Harrison Management For For
1d Elect Director Frederick A. 'Fritz' Henderson Management For For
1e Elect Director Eric Hippeau Management For For
1f Elect Director Lawrence W. Kellner 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 George Munoz 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 Auditor Management For For
3 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
4a Eliminate Supermajority Vote Requirement for Removal of Directors Management For For
4b Eliminate Supermajority Vote Requirement to Amend Certificate of Incorporation Management For For
4c Eliminate Supermajority Vote Requirement to Amend Certain Bylaws Provisions Management For For
4d Eliminate Supermajority Vote Requirement for Certain Transactions Management For For
4e Eliminate Supermajority Vote Requirement for Certain Business Combinations Management For For
 
MARRIOTT VACATIONS WORLDWIDE CORPORATION
MEETING DATE:  MAY 14, 2021
TICKER:  VAC       SECURITY ID:  57164Y107
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Lizanne Galbreath Management For For
1.2 Elect Director Melquiades R. Martinez Management For For
1.3 Elect Director Stephen R. Quazzo Management For For
1.4 Elect Director Stephen P. Weisz 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
 
MCDONALD'S CORPORATION
MEETING DATE:  MAY 20, 2021
TICKER:  MCD       SECURITY ID:  580135101
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Lloyd Dean Management For For
1b Elect Director Robert Eckert Management For For
1c Elect Director Catherine Engelbert Management For For
1d Elect Director Margaret Georgiadis Management For For
1e Elect Director Enrique Hernandez, Jr. Management For For
1f Elect Director Christopher Kempczinski Management For For
1g Elect Director Richard Lenny Management For For
1h Elect Director John Mulligan Management For For
1i Elect Director Sheila Penrose Management For For
1j Elect Director John Rogers, Jr. Management For For
1k Elect Director Paul Walsh Management For For
1l Elect Director Miles White 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 Report on Sugar and Public Health Shareholder Against Against
5 Report on Antibiotics and Public Health Costs Shareholder Against Against
6 Provide Right to Act by Written Consent Shareholder Against Against
 
MGM RESORTS INTERNATIONAL
MEETING DATE:  MAY 05, 2021
TICKER:  MGM       SECURITY ID:  552953101
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Barry Diller Management For For
1b Elect Director William W. Grounds Management For For
1c Elect Director Alexis M. Herman Management For For
1d Elect Director William J. Hornbuckle Management For For
1e Elect Director Mary Chris Jammet Management For For
1f Elect Director John Kilroy Management For Against
1g Elect Director Joey Levin Management For Against
1h Elect Director Rose McKinney-James Management For For
1i Elect Director Keith A. Meister Management For For
1j Elect Director Paul Salem Management For For
1k Elect Director Gregory M. Spierkel Management For For
1l Elect Director Jan G. Swartz Management For For
1m Elect Director Daniel J. 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
4 Authorize New Class of Preferred Stock Management For Against
 
NOODLES & COMPANY
MEETING DATE:  APR 27, 2021
TICKER:  NDLS       SECURITY ID:  65540B105
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Jeffrey Jones Management For For
1.2 Elect Director Drew Madsen Management For For
1.3 Elect Director Shawn Taylor 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
 
PENN NATIONAL GAMING, INC.
MEETING DATE:  JUN 09, 2021
TICKER:  PENN       SECURITY ID:  707569109
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director David A. Handler Management For For
1.2 Elect Director John M. Jacquemin Management For For
2 Increase Authorized Common Stock Management For For
3 Amend Omnibus Stock Plan Management For For
4 Ratify Deloitte & Touche LLP as Auditors Management For For
5 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
 
PERFORMANCE FOOD GROUP COMPANY
MEETING DATE:  NOV 19, 2020
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 Barbara J. Beck Management For For
1c Elect Director Matthew C. Flanigan Management For For
1d Elect Director David V. Singer Management For For
1e Elect Director Meredith Adler Management For For
1f Elect Director Jeffrey M. Overly 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
 
RESTAURANT BRANDS INTERNATIONAL INC.
MEETING DATE:  JUN 16, 2021
TICKER:  QSR       SECURITY ID:  76131D103
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Alexandre Behring Management For Withhold
1.2 Elect Director Joao M. Castro-Neves Management For For
1.3 Elect Director Maximilien de Limburg Stirum Management For For
1.4 Elect Director Paul J. Fribourg Management For For
1.5 Elect Director Neil Golden Management For For
1.6 Elect Director Ali Hedayat Management For For
1.7 Elect Director Golnar Khosrowshahi Management For For
1.8 Elect Director Marc Lemann Management For For
1.9 Elect Director Jason Melbourne Management For For
1.10 Elect Director Giovanni (John) Prato Management For For
1.11 Elect Director Daniel S. Schwartz Management For For
1.12 Elect Director Carlos Alberto Sicupira 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
 
RUTH'S HOSPITALITY GROUP, INC.
MEETING DATE:  MAY 25, 2021
TICKER:  RUTH       SECURITY ID:  783332109
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Giannella Alvarez Management For For
1b Elect Director Mary L. Baglivo Management For For
1c Elect Director Carla R. Cooper Management For For
1d Elect Director Cheryl J. Henry Management For For
1e Elect Director Stephen M. King Management For For
1f Elect Director Michael P. O'Donnell Management For For
1g Elect Director Marie L. Perry Management For For
1h Elect Director Robin P. Selati Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Ratify KPMG LLP as Auditors Management For For
 
STARBUCKS CORPORATION
MEETING DATE:  MAR 17, 2021
TICKER:  SBUX       SECURITY ID:  855244109
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Richard E. Allison, Jr. Management For For
1b Elect Director Rosalind G. Brewer *Withdrawn Resolution* Management None None
1c Elect Director Andrew Campion Management For For
1d Elect Director Mary N. Dillon Management For For
1e Elect Director Isabel Ge Mahe Management For For
1f Elect Director Mellody Hobson Management For For
1g Elect Director Kevin R. Johnson Management For For
1h Elect Director Jorgen Vig Knudstorp Management For For
1i Elect Director Satya Nadella Management For For
1j Elect Director Joshua Cooper Ramo Management For For
1k Elect Director Clara Shih Management For For
1l Elect Director Javier G. Teruel 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 Adopt a Policy to Include Non-Management Employees as Prospective Director Candidates Shareholder Against Against
 
THE JOINT CORP.
MEETING DATE:  MAY 28, 2021
TICKER:  JYNT       SECURITY ID:  47973J102
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Matthew E. Rubel Management For For
1.2 Elect Director James H. Amos, Jr. Management For For
1.3 Elect Director Ronald V. DaVella Management For For
1.4 Elect Director Suzanne M. Decker Management For For
1.5 Elect Director Peter D. Holt Management For For
1.6 Elect Director Abe Hong Management For For
1.7 Elect Director Glenn J. Krevlin 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
 
THE WALT DISNEY COMPANY
MEETING DATE:  MAR 09, 2021
TICKER:  DIS       SECURITY ID:  254687106
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Susan E. Arnold Management For For
1b Elect Director Mary T. Barra Management For For
1c Elect Director Safra A. Catz Management For For
1d Elect Director Robert A. Chapek Management For For
1e Elect Director Francis A. deSouza Management For For
1f Elect Director Michael B.G. Froman Management For For
1g Elect Director Robert A. Iger Management For For
1h Elect Director Maria Elena Lagomasino Management For For
1i Elect Director Mark G. Parker Management For For
1j Elect Director Derica W. Rice 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 Lobbying Payments and Policy Shareholder Against Against
5 Adopt a Policy to Include Non-Management Employees as Prospective Director Candidates Shareholder Against Against
 
THE WENDY'S COMPANY
MEETING DATE:  MAY 18, 2021
TICKER:  WEN       SECURITY ID:  95058W100
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Nelson Peltz Management For For
1.2 Elect Director Peter W. May Management For For
1.3 Elect Director Kristin A. Dolan Management For For
1.4 Elect Director Kenneth W. Gilbert Management For For
1.5 Elect Director Dennis M. Kass Management For For
1.6 Elect Director Joseph A. Levato Management For For
1.7 Elect Director Michelle "Mich" J. Mathews-Spradlin Management For For
1.8 Elect Director Matthew H. Peltz Management For For
1.9 Elect Director Todd A. Penegor Management For For
1.10 Elect Director Peter H. Rothschild Management For For
1.11 Elect Director Arthur B. Winkleblack 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 Report on Human Rights Risks in Operations and Supply Chain Shareholder For For
 
UBER TECHNOLOGIES, INC.
MEETING DATE:  MAY 10, 2021
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 Yasir Al-Rumayyan Management For For
1i Elect Director John Thain Management For For
1j Elect Director David I. Trujillo Management For For
1k 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 Eliminate Supermajority Vote Requirement Management For For
5 Report on Lobbying Payments and Policy Shareholder Against Against
 
VAIL RESORTS, INC.
MEETING DATE:  DEC 03, 2020
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 Nadia Rawlinson Management For For
1d Elect Director John T. Redmond Management For For
1e Elect Director Michele Romanow Management For For
1f Elect Director Hilary A. Schneider Management For For
1g Elect Director D. Bruce Sewell Management For For
1h Elect Director John F. Sorte Management For For
1i 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
 
WINGSTOP INC.
MEETING DATE:  MAY 27, 2021
TICKER:  WING       SECURITY ID:  974155103
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Charles R. Morrison Management For For
1.2 Elect Director Kate S. Lavelle Management For For
1.3 Elect Director Kilandigalu (Kay) M. Madati Management For For
2 Ratify KPMG LLP as Auditors Management For For
3 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For

VOTE SUMMARY REPORT
SELECT MATERIALS PORTFOLIO
07/01/2020 - 06/30/2021

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.

 
AIR PRODUCTS AND CHEMICALS, INC.
MEETING DATE:  JAN 28, 2021
TICKER:  APD       SECURITY ID:  009158106
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Susan K. Carter Management For For
1b Elect Director Charles I. Cogut Management For For
1c Elect Director Lisa A. Davis Management For For
1d Elect Director Chadwick C. Deaton Management For For
1e Elect Director Seifollah (Seifi) Ghasemi Management For For
1f Elect Director David H. Y. Ho Management For For
1g Elect Director Edward L. Monser Management For For
1h Elect Director Matthew H. Paull Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Approve Omnibus Stock Plan Management For For
4 Ratify Deloitte & Touche LLP as Auditors Management For For
 
ALBEMARLE CORPORATION
MEETING DATE:  MAY 04, 2021
TICKER:  ALB       SECURITY ID:  012653101
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
2a Elect Director Mary Lauren Brlas Management For For
2b Elect Director J. Kent Masters, Jr. Management For For
2c Elect Director Glenda J. Minor Management For For
2d Elect Director James J. O'Brien Management For For
2e Elect Director Diarmuid B. O'Connell Management For For
2f Elect Director Dean L. Seavers Management For For
2g Elect Director Gerald A. Steiner Management For For
2h Elect Director Holly A. Van Deursen Management For For
2i Elect Director Alejandro D. Wolff Management For For
3 Ratify PricewaterhouseCoopers LLP as Auditors Management For For
 
APTARGROUP, INC.
MEETING DATE:  MAY 05, 2021
TICKER:  ATR       SECURITY ID:  038336103
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Andreas C. Kramvis Management For For
1b Elect Director Maritza Gomez Montiel Management For For
1c Elect Director Jesse Wu Management For For
1d Elect Director Ralf K. Wunderlich Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Ratify PricewaterhouseCoopers LLP as Auditors Management For For
 
ASHLAND GLOBAL HOLDINGS INC.
MEETING DATE:  JAN 28, 2021
TICKER:  ASH       SECURITY ID:  044186104
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Brendan M. Cummins Management For For
1.2 Elect Director William G. Dempsey Management For For
1.3 Elect Director Jay V. Ihlenfeld Management For For
1.4 Elect Director Wetteny Joseph Management For For
1.5 Elect Director Susan L. Main Management For For
1.6 Elect Director Guillermo Novo Management For For
1.7 Elect Director Jerome A. Peribere Management For For
1.8 Elect Director Ricky C. Sandler Management For For
1.9 Elect Director Janice J. Teal 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 Approve Omnibus Stock Plan Management For For
5 Other Business Management For Against
 
AVERY DENNISON CORPORATION
MEETING DATE:  APR 22, 2021
TICKER:  AVY       SECURITY ID:  053611109
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Bradley A. Alford Management For For
1b Elect Director Anthony K. Anderson Management For For
1c Elect Director Mark J. Barrenechea Management For For
1d Elect Director Mitchell R. Butier Management For For
1e Elect Director Ken C. Hicks Management For For
1f Elect Director Andres A. Lopez Management For For
1g Elect Director Patrick T. Siewert Management For For
1h Elect Director Julia A. Stewart Management For For
1i Elect Director Martha N. Sullivan Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Ratify PricewaterhouseCoopers LLP as Auditors Management For For
 
BALCHEM CORPORATION
MEETING DATE:  JUN 17, 2021
TICKER:  BCPC       SECURITY ID:  057665200
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Daniel Knutson Management For For
1.2 Elect Director Joyce Lee 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
 
BALL CORPORATION
MEETING DATE:  APR 28, 2021
TICKER:  BLL       SECURITY ID:  058498106
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director John A. Bryant Management For For
1.2 Elect Director Michael J. Cave Management For For
1.3 Elect Director Daniel W. Fisher Management For For
1.4 Elect Director Pedro Henrique Mariani Management For For
2 Ratify PricewaterhouseCoopers LLP as Auditors Management For For
3 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
 
CF INDUSTRIES HOLDINGS, INC.
MEETING DATE:  MAY 04, 2021
TICKER:  CF       SECURITY ID:  125269100
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Javed Ahmed Management For For
1b Elect Director Robert C. Arzbaecher Management For For
1c Elect Director Deborah L. DeHaas Management For For
1d Elect Director John W. Eaves Management For For
1e Elect Director Stephen A. Furbacher Management For For
1f Elect Director Stephen J. Hagge Management For For
1g Elect Director Anne P. Noonan Management For For
1h Elect Director Michael J. Toelle Management For For
1i Elect Director Theresa E. Wagler Management For For
1j Elect Director Celso L. White Management For For
1k Elect Director W. Anthony Will Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Adopt the Jurisdiction of Incorporation as the Exclusive Forum for Certain Disputes Management For For
4 Ratify KPMG LLP as Auditors Management For For
5 Provide Right to Act by Written Consent Shareholder Against Against
 
COMMERCIAL METALS COMPANY
MEETING DATE:  JAN 13, 2021
TICKER:  CMC       SECURITY ID:  201723103
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Vicki L. Avril-Groves Management For For
1.2 Elect Director Barbara R. Smith Management For For
1.3 Elect Director Joseph C. Winkler 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
 
CORBION NV
MEETING DATE:  MAY 19, 2021
TICKER:  CRBN       SECURITY ID:  N2334V109
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 Adopt Financial Statements and Statutory Reports Management For For
4 Approve Remuneration Report Management For For
5 Receive Explanation on Company's Reserves and Dividend Policy Management None None
6 Approve Dividends of EUR 0.56 Per Share Management For For
7 Approve Discharge of Management Board Management For For
8 Approve Discharge of Supervisory Board Management For For
9 Reelect Eddy van Rhede van der Kloot to Management Board Management For For
10 Elect Dessi Temperley to Supervisory Board Management For For
11 Reelect Mathieu Vrijsen to Supervisory Board Management For For
12 Grant Board Authority to Issue Shares Up to 10 Percent of Issued Capital for General Purposes Management For For
13 Authorize Board to Exclude Preemptive Rights from Share Issuances under Item 12 Management For For
14 Grant Board Authority to Issue Shares Up to 10 Percent of Issued Capital in Case of Mergers, Acquisitions, or Strategic Alliances Management For For
15 Authorize Board to Exclude Preemptive Rights from Share Issuances under Item 14 Management For For
16 Authorize Repurchase of Up to 10 Percent of Issued Share Capital Management For For
17 Approve Cancellation of Repurchased Shares Management For For
18 Ratify KPMG Accountants N.V as Auditors Management For For
19 Other Business (Non-Voting) Management None None
20 Close Meeting Management None None
 
CORTEVA, INC.
MEETING DATE:  MAY 07, 2021
TICKER:  CTVA       SECURITY ID:  22052L104
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Lamberto Andreotti Management For For
1b Elect Director James C. Collins, Jr. Management For For
1c Elect Director Klaus A. Engel Management For For
1d Elect Director David C. Everitt Management For For
1e Elect Director Janet P. Giesselman Management For For
1f Elect Director Karen H. Grimes Management For For
1g Elect Director Michael O. Johanns Management For For
1h Elect Director Rebecca B. Liebert Management For For
1i Elect Director Marcos M. Lutz Management For For
1j Elect Director Nayaki Nayyar Management For For
1k Elect Director Gregory R. Page Management For For
1l Elect Director Kerry J. Preete Management For For
1m Elect Director Patrick J. Ward Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Ratify PricewaterhouseCoopers LLP as Auditors Management For For
 
CROWN HOLDINGS, INC.
MEETING DATE:  APR 22, 2021
TICKER:  CCK       SECURITY ID:  228368106
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director John W. Conway Management For For
1.2 Elect Director Timothy J. Donahue Management For For
1.3 Elect Director Richard H. Fearon Management For For
1.4 Elect Director Andrea J. Funk Management For For
1.5 Elect Director Stephen J. Hagge Management For For
1.6 Elect Director Rose Lee Management For For
1.7 Elect Director James H. Miller Management For For
1.8 Elect Director Josef M. Muller Management For For
1.9 Elect Director B. Craig Owens Management For For
1.10 Elect Director Caesar F. Sweitzer Management For For
1.11 Elect Director Jim L. Turner Management For For
1.12 Elect Director William S. Urkiel Management For For
1.13 Elect Director Dwayne A. Wilson Management For For
2 Ratify PricewaterhouseCoopers LLP as Auditors Management For For
3 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
 
DUPONT DE NEMOURS, INC.
MEETING DATE:  APR 28, 2021
TICKER:  DD       SECURITY ID:  26614N102
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Amy G. Brady Management For For
1b Elect Director Edward D. Breen Management For For
1c Elect Director Ruby R. Chandy Management For For
1d Elect Director Franklin K. Clyburn, Jr. Management For For
1e Elect Director Terrence R. Curtin Management For For
1f Elect Director Alexander M. Cutler Management For For
1g Elect Director Eleuthere I. du Pont Management For For
1h Elect Director Luther C. Kissam Management For For
1i Elect Director Frederick M. Lowery Management For For
1j Elect Director Raymond J. Milchovich Management For For
1k Elect Director Deanna M. Mulligan Management For For
1l Elect Director Steven M. Sterin 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 Reduce Ownership Threshold for Shareholders to Call Special Meeting Management For For
5 Provide Right to Act by Written Consent Shareholder Against Against
6 Adopt Policy to Annually Disclose EEO-1 Data Shareholder Against For
7 Report on Plastic Pollution Shareholder Against For
 
ECOLAB INC.
MEETING DATE:  MAY 06, 2021
TICKER:  ECL       SECURITY ID:  278865100
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Douglas M. Baker, Jr. Management For For
1b Elect Director Shari L. Ballard Management For For
1c Elect Director Barbara J. Beck Management For For
1d Elect Director Christophe Beck Management For For
1e Elect Director Jeffrey M. Ettinger Management For For
1f Elect Director Arthur J. Higgins Management For For
1g Elect Director Michael Larson Management For For
1h Elect Director David W. MacLennan Management For For
1i Elect Director Tracy B. McKibben Management For For
1j Elect Director Lionel L. Nowell, III Management For For
1k Elect Director Victoria J. Reich Management For For
1l Elect Director Suzanne M. Vautrinot Management For For
1m Elect Director John J. Zillmer 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 Proxy Access Right Shareholder Against Against
 
ELEMENT SOLUTIONS INC
MEETING DATE:  JUN 08, 2021
TICKER:  ESI       SECURITY ID:  28618M106
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Martin E. Franklin Management For For
1b Elect Director Benjamin Gliklich Management For For
1c Elect Director Ian G.H. Ashken Management For For
1d Elect Director Elyse Napoli Filon Management For For
1e Elect Director Christopher T. Fraser Management For For
1f Elect Director Michael F. Goss Management For For
1g Elect Director Nichelle Maynard-Elliott Management For For
1h Elect Director E. Stanley O' Neal Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Ratify PricewaterhouseCoopers LLP as Auditors Management For For
 
FIRST QUANTUM MINERALS LTD.
MEETING DATE:  MAY 06, 2021
TICKER:  FM       SECURITY ID:  335934105
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1 Fix Number of Directors at Nine Management For For
2.1 Elect Director Philip K.R. Pascall Management For For
2.2 Elect Director G. Clive Newall Management For For
2.3 Elect Director Kathleen A. Hogenson Management For For
2.4 Elect Director Peter St. George Management For For
2.5 Elect Director Andrew B. Adams Management For For
2.6 Elect Director Robert J. Harding Management For For
2.7 Elect Director Simon J. Scott Management For For
2.8 Elect Director Joanne K. Warner Management For For
2.9 Elect Director Charles Kevin McArthur Management For For
3 Approve PricewaterhouseCoopers LLP as Auditors and Authorize Board to Fix Their Remuneration Management For For
4 Advisory Vote on Executive Compensation Approach Management For For
 
FMC CORPORATION
MEETING DATE:  APR 27, 2021
TICKER:  FMC       SECURITY ID:  302491303
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Pierre Brondeau Management For For
1b Elect Director Eduardo E. Cordeiro Management For For
1c Elect Director Carol Anthony (John) Davidson Management For For
1d Elect Director Mark Douglas Management For For
1e Elect Director C. Scott Greer Management For For
1f Elect Director K'Lynne Johnson Management For For
1g Elect Director Dirk A. Kempthorne Management For For
1h Elect Director Paul J. Norris Management For For
1i Elect Director Margareth Ovrum Management For For
1j Elect Director Robert C. Pallash Management For For
1k Elect Director Vincent R. Volpe, 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
 
FREEPORT-MCMORAN INC.
MEETING DATE:  JUN 08, 2021
TICKER:  FCX       SECURITY ID:  35671D857
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director David P. Abney Management For For
1.2 Elect Director Richard C. Adkerson Management For For
1.3 Elect Director Robert W. Dudley Management For For
1.4 Elect Director Lydia H. Kennard Management For For
1.5 Elect Director Dustan E. McCoy Management For For
1.6 Elect Director John J. Stephens Management For For
1.7 Elect Director Frances Fragos Townsend 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
 
HUNTSMAN CORPORATION
MEETING DATE:  APR 28, 2021
TICKER:  HUN       SECURITY ID:  447011107
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Peter R. Huntsman Management For For
1b Elect Director Nolan D. Archibald Management For For
1c Elect Director Mary C. Beckerle Management For For
1d Elect Director M. Anthony Burns Management For For
1e Elect Director Sonia Dula Management For For
1f Elect Director Cynthia L. Egan Management For For
1g Elect Director Daniele Ferrari Management For For
1h Elect Director Robert J. Margetts Management For For
1i Elect Director Jeanne McGovern Management For For
1j Elect Director Wayne A. Reaud Management For For
1k Elect Director Jan E. Tighe 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 Provide Right to Act by Written Consent Shareholder Against Against
 
INGEVITY CORPORATION
MEETING DATE:  APR 22, 2021
TICKER:  NGVT       SECURITY ID:  45688C107
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Jean S. Blackwell Management For For
1b Elect Director Luis Fernandez-Moreno Management For For
1c Elect Director J. Michael Fitzpatrick Management For For
1d Elect Director John C. Fortson Management For For
1e Elect Director Diane H. Gulyas Management For For
1f Elect Director Frederick J. Lynch Management For For
1g Elect Director Karen G. Narwold Management For For
1h Elect Director Daniel F. Sansone Management For For
2 Ratify PricewaterhouseCoopers LLP as Auditors Management For For
3 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
 
INNOSPEC INC.
MEETING DATE:  MAY 05, 2021
TICKER:  IOSP       SECURITY ID:  45768S105
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Milton C. Blackmore Management For For
1.2 Elect Director Robert I. Paller Management For For
2 Elect Director Elizabeth K. Arnold Management For For
3 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
4 Ratify PricewaterhouseCoopers LLP as Auditors Management For For
 
INTERNATIONAL FLAVORS & FRAGRANCES INC.
MEETING DATE:  AUG 27, 2020
TICKER:  IFF       SECURITY ID:  459506101
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
 
INTERNATIONAL FLAVORS & FRAGRANCES INC.
MEETING DATE:  MAY 05, 2021
TICKER:  IFF       SECURITY ID:  459506101
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Kathryn J. Boor Management For For
1b Elect Director Edward D. Breen Management For For
1c Elect Director Carol Anthony Davidson Management For For
1d Elect Director Michael L. Ducker Management For For
1e Elect Director Roger W. Ferguson, Jr. Management For For
1f Elect Director John F. Ferraro Management For For
1g Elect Director Andreas Fibig Management For For
1h Elect Director Christina Gold Management For For
1i Elect Director Ilene Gordon Management For For
1j Elect Director Matthias J. Heinzel Management For For
1k Elect Director Dale F. Morrison Management For For
1l Elect Director Kare Schultz Management For For
1m Elect Director Stephen Williamson 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 Approve Omnibus Stock Plan Management For For
 
LINDE PLC
MEETING DATE:  JUL 27, 2020
TICKER:  LIN       SECURITY ID:  G5494J103
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Wolfgang H. Reitzle Management For For
1b Elect Director Stephen F. Angel Management For For
1c Elect Director Ann-Kristin Achleitner Management For For
1d Elect Director Clemens A. H. Borsig Management For For
1e Elect Director Nance K. Dicciani Management For For
1f Elect Director Thomas Enders Management For For
1g Elect Director Franz Fehrenbach Management For For
1h Elect Director Edward G. Galante Management For For
1i Elect Director Larry D. McVay Management For For
1j Elect Director Victoria E. Ossadnik Management For For
1k Elect Director Martin H. Richenhagen Management For For
1l Elect Director Robert L. Wood Management For For
2a Ratify PricewaterhouseCoopers as Auditors Management For For
2b Authorize Board to Fix Remuneration of Auditors Management For For
3 Determine Price Range for Reissuance of Treasury Shares Management For For
4 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
 
LIVENT CORPORATION
MEETING DATE:  APR 29, 2021
TICKER:  LTHM       SECURITY ID:  53814L108
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Pierre Brondeau Management For For
1b Elect Director G. Peter D'Aloia Management For For
1c Elect Director Robert C. Pallash 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 Declassify the Board of Directors Management For For
5 Eliminate Supermajority Vote Requirement Management For For
 
LOUISIANA-PACIFIC CORPORATION
MEETING DATE:  APR 30, 2021
TICKER:  LPX       SECURITY ID:  546347105
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director F. Nicholas Grasberger, III Management For For
1b Elect Director Ozey K. Horton, Jr. Management For For
1c Elect Director W. Bradley Southern Management For For
2 Ratify Deloitte & Touche LLP as Auditor Management For For
3 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
 
LUNDIN MINING CORPORATION
MEETING DATE:  MAY 07, 2021
TICKER:  LUN       SECURITY ID:  550372106
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Donald K. Charter Management For For
1.2 Elect Director C. Ashley Heppenstall Management For For
1.3 Elect Director Marie Inkster Management For For
1.4 Elect Director Peter C. Jones Management For For
1.5 Elect Director Jack O. Lundin Management For For
1.6 Elect Director Lukas H. Lundin Management For For
1.7 Elect Director Dale C. Peniuk Management For For
1.8 Elect Director Karen P. Poniachik Management For For
1.9 Elect Director Catherine J. G. Stefan 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
4 Amend By-law No. 1 Management For For
 
LYONDELLBASELL INDUSTRIES N.V.
MEETING DATE:  MAY 28, 2021
TICKER:  LYB       SECURITY ID:  N53745100
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Jacques Aigrain Management For For
1b Elect Director Lincoln Benet Management For For
1c Elect Director Jagjeet (Jeet) Bindra Management For For
1d Elect Director Robin Buchanan Management For For
1e Elect Director Anthony (Tony) Chase Management For For
1f Elect Director Stephen Cooper Management For For
1g Elect Director Nance Dicciani Management For For
1h Elect Director Robert (Bob) Dudley Management For For
1i Elect Director Claire Farley Management For For
1j Elect Director Michael Hanley Management For For
1k Elect Director Albert Manifold Management For For
1l Elect Director Bhavesh (Bob) Patel Management For For
2 Approve Discharge of Directors Management For For
3 Adopt Financial Statements and Statutory Reports Management For For
4 Ratify PricewaterhouseCoopers Accountants N.V. as Auditors Management For For
5 Ratify PricewaterhouseCoopers LLP as Auditors Management For For
6 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
7 Authorize Repurchase of Up to 10 Percent of Issued Share Capital Management For For
8 Approve Cancellation of Shares Management For For
9 Amend Omnibus Stock Plan Management For For
10 Amend Qualified Employee Stock Purchase Plan Management For For
 
MARTIN MARIETTA MATERIALS, INC.
MEETING DATE:  MAY 13, 2021
TICKER:  MLM       SECURITY ID:  573284106
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Dorothy M. Ables Management For For
1.2 Elect Director Sue W. Cole Management For For
1.3 Elect Director Smith W. Davis Management For For
1.4 Elect Director Anthony R. Foxx Management For For
1.5 Elect Director John J. Koraleski Management For For
1.6 Elect Director C. Howard Nye Management For For
1.7 Elect Director Laree E. Perez Management For For
1.8 Elect Director Thomas H. Pike Management For For
1.9 Elect Director Michael J. Quillen Management For For
1.10 Elect Director Donald W. Slager Management For For
1.11 Elect Director David C. Wajsgras Management For For
2 Ratify PricewaterhouseCoopers LLP as Auditors Management For For
3 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
 
MMC NORILSK NICKEL PJSC
MEETING DATE:  DEC 10, 2020
TICKER:  GMKN       SECURITY ID:  55315J102
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1 Approve Interim Dividends of RUB 623.35 per Share for First Nine Months of Fiscal 2020 Management For Did Not Vote
 
MMC NORILSK NICKEL PJSC
MEETING DATE:  MAY 19, 2021
TICKER:  GMKN       SECURITY ID:  55315J102
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1 Approve Annual Report Management For Did Not Vote
2 Approve Financial Statements Management For Did Not Vote
3 Approve Consolidated Financial Statements Management For Did Not Vote
4 Approve Allocation of Income and Dividends of RUB 1,021.22 per Share Management For Did Not Vote
5.1 Elect Sergei Barbashev as Director Management None Did Not Vote
5.2 Elect Sergei Batekhin as Director Management None Did Not Vote
5.3 Elect Aleksei Bashkirov as Director Management None Did Not Vote
5.4 Elect Sergei Bratukhin as Director Management None Did Not Vote
5.5 Elect Sergei Volk as Director Management None Did Not Vote
5.6 Elect Marianna Zakharova as Director Management None Did Not Vote
5.7 Elect Stanislav Luchitskii as Director Management None Did Not Vote
5.8 Elect Roger Munnings as Director Management None Did Not Vote
5.9 Elect Gareth Penny as Director Management None Did Not Vote
5.10 Elect Maksim Poletaev as Director Management None Did Not Vote
5.11 Elect Viacheslav Solomin as Director Management None Did Not Vote
5.12 Elect Evgenii Shvarts as Director Management None Did Not Vote
5.13 Elect Robert Edwards as Director Management None Did Not Vote
6.1 Elect Aleksei Dzybalov as Member of Audit Commission Management For Did Not Vote
6.2 Elect Anna Masalova as Member of Audit Commission Management For Did Not Vote
6.3 Elect Georgii Svanidze as Members of Audit Commission Management For Did Not Vote
6.4 Elect Vladimir Shilkov as Member of Audit Commission Management For Did Not Vote
6.5 Elect Elena Ianevich as Member of Audit Commission Management For Did Not Vote
7 Ratify KPMG as RAS Auditor Management For Did Not Vote
8 Ratify KPMG as IFRS Auditor Management For Did Not Vote
9 Approve Remuneration of Directors Management For Did Not Vote
10 Approve Remuneration of Members of Audit Commission Management For Did Not Vote
11 Approve Related-Party Transactions Re: Indemnification Agreements with Directors and Executives Management For Did Not Vote
12 Approve Related-Party Transaction Re: Liability Insurance for Directors and Executives Management For Did Not Vote
 
NEWMONT CORPORATION
MEETING DATE:  APR 28, 2021
TICKER:  NEM       SECURITY ID:  651639106
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Patrick G. Awuah, Jr. Management For For
1.2 Elect Director Gregory H. Boyce Management For For
1.3 Elect Director Bruce R. Brook Management For For
1.4 Elect Director Maura Clark Management For For
1.5 Elect Director Matthew Coon Come Management For For
1.6 Elect Director Jose Manuel Madero Management For For
1.7 Elect Director Rene Medori Management For For
1.8 Elect Director Jane Nelson Management For For
1.9 Elect Director Thomas Palmer Management For For
1.10 Elect Director Julio M. Quintana Management For For
1.11 Elect Director Susan N. Story 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
 
OLIN CORPORATION
MEETING DATE:  APR 22, 2021
TICKER:  OLN       SECURITY ID:  680665205
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Heidi S. Alderman Management For For
1b Elect Director Beverley A. Babcock Management For For
1c Elect Director Gray G. Benoist Management For For
1d Elect Director C. Robert Bunch Management For For
1e Elect Director Scott D. Ferguson Management For For
1f Elect Director W. Barnes Hauptfuhre Management For For
1g Elect Director John M. B. O'Connor Management For For
1h Elect Director Earl L. Shipp Management For For
1i Elect Director Scott M. Sutton Management For For
1j Elect Director William H. Weideman Management For For
1k Elect Director Carol A. Williams Management For For
2 Approve Omnibus Stock Plan Management For For
3 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
4 Ratify KPMG LLP as Auditors Management For For
 
PACKAGING CORPORATION OF AMERICA
MEETING DATE:  MAY 04, 2021
TICKER:  PKG       SECURITY ID:  695156109
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Cheryl K. Beebe Management For For
1.2 Elect Director Duane C. Farrington Management For For
1.3 Elect Director Donna A. Harman Management For For
1.4 Elect Director Mark W. Kowlzan Management For For
1.5 Elect Director Robert C. Lyons Management For For
1.6 Elect Director Thomas P. Maurer Management For For
1.7 Elect Director Samuel M. Mencoff Management For For
1.8 Elect Director Roger B. Porter Management For For
1.9 Elect Director Thomas S. Souleles Management For For
1.10 Elect Director Paul T. Stecko Management For For
1.11 Elect Director James D. Woodrum Management For For
2 Ratify KPMG LLP as Auditors Management For For
3 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
 
PPG INDUSTRIES, INC.
MEETING DATE:  APR 15, 2021
TICKER:  PPG       SECURITY ID:  693506107
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Steven A. Davis Management For For
1.2 Elect Director Michael W. Lamach Management For For
1.3 Elect Director Michael T. Nally Management For For
1.4 Elect Director Guillermo Novo Management For For
1.5 Elect Director Martin H. Richenhagen Management For For
1.6 Elect Director Catherine R. Smith Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Declassify the Board of Directors Management For For
4 Eliminate Supermajority Vote Requirement Management For For
5 Ratify PricewaterhouseCoopers LLP as Auditor Management For For
6 Require Independent Board Chair Shareholder Against Against
 
RELIANCE STEEL & ALUMINUM CO.
MEETING DATE:  MAY 19, 2021
TICKER:  RS       SECURITY ID:  759509102
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Sarah J. Anderson Management For For
1b Elect Director Lisa L. Baldwin Management For For
1c Elect Director Karen W. Colonias Management For For
1d Elect Director John G. Figueroa Management For For
1e Elect Director James D. Hoffman Management For For
1f Elect Director Mark V. Kaminski Management For For
1g Elect Director Karla R. Lewis Management For For
1h Elect Director Robert A. McEvoy Management For For
1i Elect Director Andrew G. Sharkey, III Management For For
1j Elect Director Douglas W. Stotlar Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Ratify KPMG LLP as Auditors Management For For
 
ROYAL GOLD, INC.
MEETING DATE:  NOV 18, 2020
TICKER:  RGLD       SECURITY ID:  780287108
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Fabiana Chubbs Management For For
1b Elect Director Kevin McArthur Management For For
1c Elect Director Sybil Veenman 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
 
RPM INTERNATIONAL INC.
MEETING DATE:  OCT 08, 2020
TICKER:  RPM       SECURITY ID:  749685103
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Julie A. Lagacy Management For For
1.2 Elect Director Robert A. Livingston Management For For
1.3 Elect Director Frederick R. Nance Management For For
1.4 Elect Director William B. Summers, Jr. 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
 
STEEL DYNAMICS, INC.
MEETING DATE:  MAY 19, 2021
TICKER:  STLD       SECURITY ID:  858119100
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Mark D. Millett Management For For
1.2 Elect Director Sheree L. Bargabos Management For For
1.3 Elect Director Keith E. Busse Management For For
1.4 Elect Director Frank D. Byrne Management For For
1.5 Elect Director Kenneth W. Cornew Management For For
1.6 Elect Director Traci M. Dolan Management For For
1.7 Elect Director James C. Marcuccilli Management For For
1.8 Elect Director Bradley S. Seaman Management For For
1.9 Elect Director Gabriel L. Shaheen Management For For
1.10 Elect Director Steven A. Sonnenberg Management For For
1.11 Elect Director Richard P. Teets, 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
 
STEPAN COMPANY
MEETING DATE:  APR 27, 2021
TICKER:  SCL       SECURITY ID:  858586100
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Randall S. Dearth Management For For
1.2 Elect Director Gregory E. Lawton Management For For
1.3 Elect Director Jan Stern Reed 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
 
SUMMIT MATERIALS, INC.
MEETING DATE:  MAY 19, 2021
TICKER:  SUM       SECURITY ID:  86614U100
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Howard L. Lance Management For For
1.2 Elect Director Anne K. Wade Management For For
1.3 Elect Director Susan A. Ellerbusch 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
5 Approve Qualified Employee Stock Purchase Plan Management For For
6 Declassify the Board of Directors Management For For
7 Eliminate Supermajority Vote Requirement Management For For
8 Amend Charter to Add Federal Forum Selection Provision Management For For
9 Amend Charter to Delete the Waiver of Section 203 of the DGCL Management For For
 
THE MOSAIC COMPANY
MEETING DATE:  MAY 20, 2021
TICKER:  MOS       SECURITY ID:  61945C103
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Cheryl K. Beebe Management For For
1b Elect Director Oscar P. Bernardes Management For For
1c Elect Director Gregory L. Ebel Management For For
1d Elect Director Timothy S. Gitzel Management For For
1e Elect Director Denise C. Johnson Management For For
1f Elect Director Emery N. Koenig Management For For
1g Elect Director James 'Joc' C. O'Rourke Management For For
1h Elect Director David T. Seaton Management For For
1i Elect Director Steven M. Seibert Management For For
1j Elect Director Luciano Siani Pires Management For For
1k Elect Director Gretchen H. Watkins Management For For
1l Elect Director Kelvin R. Westbrook 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 Provide Right to Act by Written Consent Shareholder Against Against
 
THE SCOTTS MIRACLE-GRO COMPANY
MEETING DATE:  JAN 25, 2021
TICKER:  SMG       SECURITY ID:  810186106
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Thomas N. Kelly, Jr. Management For For
1.2 Elect Director Peter E. Shumlin Management For For
1.3 Elect Director John R. Vines 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
 
THE SHERWIN-WILLIAMS COMPANY
MEETING DATE:  APR 21, 2021
TICKER:  SHW       SECURITY ID:  824348106
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Kerrii B. Anderson Management For For
1b Elect Director Arthur F. Anton Management For For
1c Elect Director Jeff M. Fettig Management For For
1d Elect Director Richard J. Kramer Management For For
1e Elect Director John G. Morikis Management For For
1f Elect Director Christine A. Poon Management For For
1g Elect Director Aaron M. Powell Management For For
1h Elect Director Michael H. Thaman Management For For
1i Elect Director Matthew Thornton, III Management For For
1j Elect Director Steven H. Wunning 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
 
TRONOX HOLDINGS PLC
MEETING DATE:  MAY 05, 2021
TICKER:  TROX       SECURITY ID:  G9087Q102
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Ilan Kaufthal Management For For
1b Elect Director Mutlaq Al-Morished Management For For
1c Elect Director Vanessa Guthrie Management For For
1d Elect Director Peter B. Johnston Management For For
1e Elect Director Ginger M. Jones Management For For
1f Elect Director Stephen Jones Management For For
1g Elect Director Moazzam Khan Management For For
1h Elect Director Sipho Nkosi Management For For
1i Elect Director John Romano Management For For
1j Elect Director Jean-Francois Turgeon 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 Accept Financial Statements and Statutory Reports Management For For
5 Approve Remuneration Report Management For For
6 Ratify PricewaterhouseCoopers LLP as Statutory Auditors Management For For
7 Authorise Board to Fix Remuneration of Auditors Management For For
 
VULCAN MATERIALS COMPANY
MEETING DATE:  MAY 14, 2021
TICKER:  VMC       SECURITY ID:  929160109
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Thomas A. Fanning Management For For
1b Elect Director J. Thomas Hill Management For For
1c Elect Director Cynthia L. Hostetler Management For For
1d Elect Director Richard T. O'Brien 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
 
WACKER CHEMIE AG
MEETING DATE:  AUG 04, 2020
TICKER:  WCH       SECURITY ID:  D9540Z106
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1 Receive Financial Statements and Statutory Reports for Fiscal 2019 (Non-Voting) Management None None
2 Approve Allocation of Income and Dividends of EUR 0.50 per Share Management For For
3 Approve Discharge of Management Board for Fiscal 2019 Management For For
4 Approve Discharge of Supervisory Board for Fiscal 2019 Management For For
5 Ratify KPMG AG as Auditors for Fiscal 2020 Management For For
6 Authorize Share Repurchase Program and Reissuance or Cancellation of Repurchased Shares Management For For
7.1 Amend Articles Re: Proof of Entitlement Management For For
7.2 Amend Articles Re: Exercising Voting Right by Proxy Management For For
7.3 Amend Articles Re: Electronic Participation Management For For
7.4 Amend Articles Re: Absentee Vote Management For For
7.5 Approve Entry of the Article Amendments in the Commercial Register after Sep. 3, 2020 Management For For
 
WACKER CHEMIE AG
MEETING DATE:  MAY 12, 2021
TICKER:  WCH       SECURITY ID:  D9540Z106
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1 Receive Financial Statements and Statutory Reports for Fiscal Year 2020 (Non-Voting) Management None None
2 Approve Allocation of Income and Dividends of EUR 2.00 per Share Management For For
3 Approve Discharge of Management Board for Fiscal Year 2020 Management For For
4 Approve Discharge of Supervisory Board for Fiscal Year 2020 Management For For
5.1 Ratify KPMG AG as Auditors for Fiscal Year 2021 Management For For
5.2 Ratify KPMG AG as Auditors for the 2022 Interim Financial Statements Management For For
6 Approve Remuneration Policy Management For For
7 Approve Remuneration of Supervisory Board Management For For

VOTE SUMMARY REPORT
SELECT MEDICAL TECHNOLOGY AND DEVICES PORTFOLIO
07/01/2020 - 06/30/2021

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 11, 2021
TICKER:  TXG       SECURITY ID:  88025U109
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Bryan E. Roberts Management For For
1b Elect Director Kimberly J. Popovits Management For For
2 Ratify Ernst & Young LLP as Auditors Management For For
3 Advisory Vote on Say on Pay Frequency Management One Year One Year
 
10X GENOMICS, INC.
MEETING DATE:  JUN 11, 2021
TICKER:  TXG       SECURITY ID:  FHG694000
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Bryan E. Roberts Management For For
1b Elect Director Kimberly J. Popovits Management For For
2 Ratify Ernst & Young LLP as Auditors Management For For
3 Advisory Vote on Say on Pay Frequency Management One Year One Year
 
ABBOTT LABORATORIES
MEETING DATE:  APR 23, 2021
TICKER:  ABT       SECURITY ID:  002824100
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Robert J. Alpern Management For For
1.2 Elect Director Roxanne S. Austin Management For For
1.3 Elect Director Sally E. Blount Management For For
1.4 Elect Director Robert B. Ford Management For For
1.5 Elect Director Michelle A. Kumbier Management For For
1.6 Elect Director Darren W. McDew Management For For
1.7 Elect Director Nancy McKinstry Management For For
1.8 Elect Director William A. Osborn Management For For
1.9 Elect Director Michael F. Roman Management For For
1.10 Elect Director Daniel J. Starks Management For For
1.11 Elect Director John G. Stratton Management For For
1.12 Elect Director Glenn F. Tilton Management For For
1.13 Elect Director Miles D. White 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
4a Adopt Majority Voting Standard for Amendments of the Articles of Incorporation and Effect Other Ministerial Changes Management For For
4b Adopt Majority Voting Standard for Certain Extraordinary Transactions Management For For
5 Report on Lobbying Payments and Policy Shareholder Against Against
6 Report on Racial Justice Shareholder Against For
7 Require Independent Board Chair Shareholder Against Against
 
ABCAM PLC
MEETING DATE:  DEC 04, 2020
TICKER:  ABC       SECURITY ID:  G0060R118
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 Reappoint PricewaterhouseCoopers LLP as Auditors Management For For
4 Authorise the Audit and Risk Committee to Fix Remuneration of Auditors Management For For
5 Re-elect Peter Allen as Director Management For For
6 Re-elect Alan Hirzel as Director Management For For
7 Elect Michael Baldock as Director Management For For
8 Re-elect Louise Patten as Director Management For For
9 Re-elect Mara Aspinall as Director Management For For
10 Re-elect Giles Kerr as Director Management For For
11 Authorise Issue of Equity Management For For
12 Authorise Issue of Equity without Pre-emptive Rights Management For For
13 Authorise Issue of Equity without Pre-emptive Rights in Connection with an Acquisition or Other Capital Investment Management For For
14 Authorise Market Purchase of Ordinary Shares Management For For
 
ABCAM PLC
MEETING DATE:  DEC 04, 2020
TICKER:  ABC       SECURITY ID:  000380204
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 Reappoint PricewaterhouseCoopers LLP as Auditors Management For For
4 Authorise the Audit and Risk Committee to Fix Remuneration of Auditors Management For For
5 Re-elect Peter Allen as Director Management For For
6 Re-elect Alan Hirzel as Director Management For For
7 Elect Michael Baldock as Director Management For For
8 Re-elect Louise Patten as Director Management For For
9 Re-elect Mara Aspinall as Director Management For For
10 Re-elect Giles Kerr as Director Management For For
11 Authorise Issue of Equity Management For For
12 Authorise Issue of Equity without Pre-emptive Rights Management For For
13 Authorise Issue of Equity without Pre-emptive Rights in Connection with an Acquisition or Other Capital Investment Management For For
14 Authorise Market Purchase of Ordinary Shares Management For For
 
ALIGN TECHNOLOGY, INC.
MEETING DATE:  MAY 19, 2021
TICKER:  ALGN       SECURITY ID:  016255101
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Kevin J. Dallas Management For For
1.2 Elect Director Joseph M. Hogan Management For For
1.3 Elect Director Joseph Lacob Management For For
1.4 Elect Director C. Raymond Larkin, Jr. Management For For
1.5 Elect Director George J. Morrow Management For For
1.6 Elect Director Anne M. Myong Management For For
1.7 Elect Director Andrea L. Saia Management For For
1.8 Elect Director Greg J. Santora Management For For
1.9 Elect Director Susan E. Siegel Management For For
1.10 Elect Director Warren S. Thaler Management For For
2 Ratify PricewaterhouseCoopers LLP as Auditors Management For For
3 Amend Bylaws to Add Federal Forum Selection Provision Management For For
4 Amend Qualified Employee Stock Purchase Plan Management For For
5 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
 
ATRICURE, INC.
MEETING DATE:  MAY 20, 2021
TICKER:  ATRC       SECURITY ID:  04963C209
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Michael H. Carrel Management For For
1b Elect Director Mark A. Collar Management For For
1c Elect Director Daniel P. Florin Management For For
1d Elect Director Regina E. Groves Management For For
1e Elect Director B. Kristine Johnson Management For For
1f Elect Director Karen N. Prange Management For For
1g Elect Director Sven A. Wehrwein Management For For
1h Elect Director Robert S. 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
 
AVANTOR, INC.
MEETING DATE:  MAY 13, 2021
TICKER:  AVTR       SECURITY ID:  05352A100
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Matthew Holt Management For For
1b Elect Director Christi Shaw Management For For
1c Elect Director Michael Severino Management For For
1d Elect Director Gregory Summe Management For For
2a Provide Right to Call Special Meeting Management For For
2b Eliminate Supermajority Vote Requirements Management For For
3 Ratify Deloitte & Touche LLP as Auditors Management For For
4 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
 
AXONICS, INC.
MEETING DATE:  JUN 23, 2021
TICKER:  AXNX       SECURITY ID:  05465P101
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Raymond W. Cohen Management For For
1b Elect Director Robert E. McNamara Management For For
1c Elect Director Michael H. Carrel Management For For
1d Elect Director Nancy Snyderman Management For For
1e Elect Director Jane E. Kiernan Management For For
1f Elect Director David M. Demski 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
4 Advisory Vote on Say on Pay Frequency Management One Year One Year
 
BECTON, DICKINSON AND COMPANY
MEETING DATE:  JAN 26, 2021
TICKER:  BDX       SECURITY ID:  075887109
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Catherine M. Burzik Management For For
1b Elect Director R. Andrew Eckert Management For For
1c Elect Director Vincent A. Forlenza Management For For
1d Elect Director Claire M. Fraser Management For For
1e Elect Director Jeffrey W. Henderson Management For For
1f Elect Director Christopher Jones Management For For
1g Elect Director Marshall O. Larsen Management For For
1h Elect Director David F. Melcher Management For For
1i Elect Director Thomas E. Polen Management For For
1j Elect Director Claire Pomeroy Management For For
1k Elect Director Rebecca W. Rimel Management For For
1l Elect Director Timothy M. Ring Management For For
1m Elect Director Bertram L. Scott 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 Reduce Ownership Threshold for Shareholders to Call Special Meeting Shareholder Against Against
 
BIO-RAD LABORATORIES, INC.
MEETING DATE:  APR 27, 2021
TICKER:  BIO       SECURITY ID:  090572207
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Melinda Litherland Management For For
1.2 Elect Director Arnold A. Pinkston Management For For
2 Ratify KPMG LLP as Auditors Management For For
 
BOSTON SCIENTIFIC CORPORATION
MEETING DATE:  MAY 06, 2021
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 Donna A. James Management For For
1e Elect Director Edward J. Ludwig Management For For
1f Elect Director Michael F. Mahoney Management For For
1g Elect Director David J. Roux Management For For
1h Elect Director John E. Sununu 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 Ratify Ernst & Young LLP as Auditors Management For For
4 Report on Non-Management Employee Representation on the Board of Directors Shareholder Against Against
 
BRUKER CORPORATION
MEETING DATE:  JUN 04, 2021
TICKER:  BRKR       SECURITY ID:  116794108
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director William A. Linton Management For For
1.2 Elect Director Adelene Q. Perkins Management For For
1.3 Elect Director Robert Rosenthal Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Ratify PricewaterhouseCoopers LLP as Auditors Management For For
 
CASTLIGHT HEALTH, INC.
MEETING DATE:  JUN 10, 2021
TICKER:  CSLT       SECURITY ID:  14862Q100
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Seth Cohen Management For For
1.2 Elect Director Bryan Roberts Management For For
1.3 Elect Director Kenny Van Zant 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
 
CASTLIGHT HEALTH, INC.
MEETING DATE:  JUN 10, 2021
TICKER:  CSLT       SECURITY ID:  45J99M272
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Seth Cohen Management For For
1.2 Elect Director Bryan Roberts Management For For
1.3 Elect Director Kenny Van Zant 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
 
CHARLES RIVER LABORATORIES INTERNATIONAL, INC.
MEETING DATE:  MAY 06, 2021
TICKER:  CRL       SECURITY ID:  159864107
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director James C. Foster Management For For
1.2 Elect Director Nancy C. Andrews Management For For
1.3 Elect Director Robert Bertolini Management For For
1.4 Elect Director Deborah T. Kochevar Management For For
1.5 Elect Director George Llado, Sr. Management For For
1.6 Elect Director Martin W. Mackay Management For For
1.7 Elect Director George E. Massaro Management For For
1.8 Elect Director George M. Milne, Jr. Management For For
1.9 Elect Director C. Richard Reese Management For For
1.10 Elect Director Richard F. Wallman Management For For
1.11 Elect Director Virginia M. 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
 
CIGNA CORPORATION
MEETING DATE:  APR 28, 2021
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 Isaiah Harris, Jr. 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 John M. Partridge Management For For
1j Elect Director Kimberly A. Ross Management For For
1k Elect Director Eric C. Wiseman Management For For
1l Elect Director Donna F. Zarcone 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
5 Provide Right to Act by Written Consent Shareholder Against Against
6 Report on Gender Pay Gap Shareholder Against For
7 Disclose Board Matrix Including Ideological Perspectives Shareholder Against Against
 
CLARIVATE PLC
MEETING DATE:  MAY 06, 2021
TICKER:  CLVT       SECURITY ID:  G21810109
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Valeria Alberola Management For For
1b Elect Director Usama N. Cortas Management For For
1c Elect Director Adam T. Levyn Management For For
1d Elect Director Charles J. Neral Management For For
1e Elect Director Roxane White Management For For
2 Declassify the Board of Directors Management For For
3 Amend Articles of Association to Permit Removal of Directors With or Without Cause Management For For
4 Amend Articles of Association to Eliminate Inapplicable Provisions Management For For
5 Authorise Market Purchase of Ordinary Shares from CPA Global Investors Management For For
6 Authorise Market Purchase of Ordinary Shares from Any Wholly Owned Subsidiary Management For For
7 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
8 Advisory Vote on Say on Pay Frequency Management One Year One Year
9 Ratify PricewaterhouseCoopers LLP as Auditors Management For For
 
DANAHER CORPORATION
MEETING DATE:  MAY 05, 2021
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 Linda Hefner Filler Management For For
1c Elect Director Teri List Management For For
1d Elect Director Walter G. Lohr, Jr. Management For For
1e Elect Director Jessica L. Mega Management For For
1f Elect Director Mitchell P. Rales Management For For
1g Elect Director Steven M. Rales Management For For
1h Elect Director Pardis C. Sabeti Management For For
1i Elect Director John T. Schwieters Management For For
1j Elect Director Alan G. Spoon Management For For
1k Elect Director Raymond C. Stevens Management For For
1l 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 Reduce Ownership Threshold for Shareholders to Call Special Meeting Shareholder Against Against
 
DEXCOM, INC.
MEETING DATE:  MAY 20, 2021
TICKER:  DXCM       SECURITY ID:  252131107
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Kevin R. Sayer Management For For
1.2 Elect Director Nicholas Augustinos Management For For
1.3 Elect Director Bridgette P. Heller 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 Declassify the Board of Directors Management For For
 
ENVISTA HOLDINGS CORPORATION
MEETING DATE:  MAY 25, 2021
TICKER:  NVST       SECURITY ID:  29415F104
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Wendy Carruthers Management For For
1.2 Elect Director Scott Huennekens Management For For
1.3 Elect Director Christine Tsingos Management For For
2a Declassify the Board of Directors Management For For
2b Eliminate Supermajority Vote Requirements 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
 
ESSILORLUXOTTICA SA
MEETING DATE:  MAY 21, 2021
TICKER:  EL       SECURITY ID:  F31665106
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 2.23 per Share Management For For
4 Approve Auditors' Special Report on Related-Party Transactions Management For For
5 Approve Compensation Report of Corporate Officers Management For For
6 Approve Compensation of Leonardo Del Vecchio, Chairman and CEO Until Dec. 17, 2020 and Chairman of the Board Since Dec. 17, 2020 Management For For
7 Approve Compensation of Hubert Sagnieres, Vice-Chairman and Vice-CEO Until Dec. 17, 2020 and Vice-Chairman of the Board Since Dec. 17, 2020 Management For For
8 Approve Remuneration Policy of Corporate Officers, Since Jan. 1, 2020 Until the General Assembly Management For For
9 Approve Remuneration Policy of Corporate Officers, Since the General Assembly Management For Against
10 Authorize Repurchase of Up to 10 Percent of Issued Share Capital Management For For
11 Amend Bylaws to Comply with Legal Changes Management For For
12 Amend Article 13 of Bylaws Re: Directors Length of Term Management For For
13 Amend Article 15, 16 and 23 of Bylaws Re: Board Deliberation Management For For
14 Authorize Decrease in Share Capital via Cancellation of Repurchased Shares Management For For
15 Authorize up to 2.5 Percent of Issued Capital for Use in Restricted Stock Plans Management For For
16 Authorize Issuance of Equity or Equity-Linked Securities with Preemptive Rights up to 5 Percent of Issued Capital Management For For
17 Authorize Capitalization of Reserves of Up to EUR 500 Million for Bonus Issue or Increase in Par Value Management For For
18 Authorize Capital Issuances for Use in Employee Stock Purchase Plans Management For For
19 Reelect Leonardo Del Vecchio as Director Management For For
20 Reelect Romolo Bardin as Director Management For For
21 Reelect Juliette Favre as Director Management For For
22 Reelect Francesco Milleri as Director Management For For
23 Reelect Paul du Saillant as Director Management For For
24 Reelect Cristina Scocchia as Director Management For For
25 Elect Jean-Luc Biamonti as Director Management For For
26 Elect Marie-Christine Coisne as Director Management For For
27 Elect Jose Gonzalo as Director Management For For
28 Elect Swati Piramal as Director Management For For
29 Elect Nathalie von Siemens as Director Management For For
30 Elect Andrea Zappia as Director Management For For
31 Directors Length of Term, Pursuant Item 12 Management For For
32 Authorize Filing of Required Documents/Other Formalities Management For For
 
FISHER & PAYKEL HEALTHCARE CORPORATION LIMITED
MEETING DATE:  AUG 21, 2020
TICKER:  FPH       SECURITY ID:  Q38992105
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1 Elect Pip Greenwood as Director Management For For
2 Elect Geraldine McBride as Director Management For For
3 Authorize Board to Fix Remuneration of the Auditors Management For For
4 Approve the Increase in Maximum Aggregate Remuneration of Non-Executive Directors Management For For
5 Approve Issuance of Performance Share Rights to Lewis Gradon Management For For
6 Approve Issuance of Options to Lewis Gradon Management For For
7 Approve 2019 Performance Share Rights Plan Rules - North American Plan and 2019 Share Option Plan Rules - North American Plan Management For For
 
GUARDANT HEALTH, INC.
MEETING DATE:  JUN 16, 2021
TICKER:  GH       SECURITY ID:  40131M109
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Helmy Eltoukhy Management For For
1b Elect Director AmirAli Talasaz Management For For
1c Elect Director Bahija Jallal 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
 
HEALTH CATALYST, INC.
MEETING DATE:  JUN 10, 2021
TICKER:  HCAT       SECURITY ID:  42225T107
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Daniel Burton Management For For
1.2 Elect Director John A. Kane Management For For
1.3 Elect Director Julie Larson-Green 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
 
HOLOGIC INC.
MEETING DATE:  MAR 11, 2021
TICKER:  HOLX       SECURITY ID:  436440101
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Stephen P. MacMillan Management For For
1b Elect Director Sally W. Crawford Management For For
1c Elect Director Charles J. Dockendorff Management For For
1d Elect Director Scott T. Garrett Management For For
1e Elect Director Ludwig N. Hantson Management For For
1f Elect Director Namal Nawana Management For For
1g Elect Director Christiana Stamoulis Management For For
1h Elect Director Amy M. Wendell 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
 
HUMANA INC.
MEETING DATE:  APR 22, 2021
TICKER:  HUM       SECURITY ID:  444859102
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Kurt J. Hilzinger Management For For
1b Elect Director Raquel C. Bono Management For For
1c Elect Director Bruce D. Broussard Management For For
1d Elect Director Frank A. D'Amelio 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 David A. Jones, Jr. 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 James J. O'Brien Management For For
1m Elect Director Marissa T. Peterson Management For For
2 Ratify PricewaterhouseCoopers LLP as Auditors Management For For
3 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
 
IDEXX LABORATORIES, INC.
MEETING DATE:  MAY 12, 2021
TICKER:  IDXX       SECURITY ID:  45168D104
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Bruce L. Claflin Management For For
1b Elect Director Asha S. Collins Management For For
1c Elect Director Daniel M. Junius Management For For
1d Elect Director Sam Samad Management For For
2 Ratify PricewaterhouseCoopers LLP as Auditors Management For For
3 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
 
INSPIRE MEDICAL SYSTEMS, INC.
MEETING DATE:  APR 29, 2021
TICKER:  INSP       SECURITY ID:  457730109
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Marilyn Carlson Nelson Management For For
1.2 Elect Director Jerry C. Griffin Management For For
1.3 Elect Director Casey M. Tansey 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 27, 2021
TICKER:  PODD       SECURITY ID:  45784P101
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Wayne A. I. Frederick Management For For
1.2 Elect Director Shacey Petrovic Management For For
1.3 Elect Director Timothy J. Scannell Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Ratify Grant Thornton LLP as Auditors Management For For
 
INTERSECT ENT, INC.
MEETING DATE:  JUN 03, 2021
TICKER:  XENT       SECURITY ID:  46071F103
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Kieran T. Gallahue Management For For
1.2 Elect Director Thomas A. West Management For For
1.3 Elect Director Teresa L. Kline Management For For
1.4 Elect Director Cynthia L. Lucchese Management For For
1.5 Elect Director Dana G. Mead, Jr. Management For For
1.6 Elect Director Neil A. Hattangadi Management For For
1.7 Elect Director Elisabeth Sandoval-Little Management For For
2 Ratify Ernst & Young LLP as Auditors Management For For
3 Advisory Vote to Ratify Named Executive Officers' Compensation Management For Against
 
INTUITIVE SURGICAL, INC.
MEETING DATE:  APR 22, 2021
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 Ratify PricewaterhouseCoopers LLP as Auditors Management For For
4 Amend Omnibus Stock Plan Management For For
 
LONZA GROUP AG
MEETING DATE:  MAY 06, 2021
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 3.00 per Share Management For For
5.1.1 Reelect Werner Bauer as Director Management For For
5.1.2 Reelect Albert Baehny as Director Management For For
5.1.3 Reelect Dorothee Deuring as Director Management For For
5.1.4 Reelect Angelica Kohlmann as Director Management For For
5.1.5 Reelect Christoph Maeder 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 Chairman 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 Ltd as Auditors Management For For
7 Designate ThomannFischer as Independent Proxy Management For For
8 Approve Remuneration of Directors in the Amount of CHF 2.7 Million Management For For
9.1 Approve Fixed Remuneration of Executive Committee in the Amount of CHF 5.6 Million for the Period July 1, 2021 - June 30, 2022 Management For For
9.2 Approve Variable Short-Term Remuneration of Executive Committee in the Amount of CHF 3.3 Million for Fiscal Year 2020 Management For For
9.3 Approve Variable Long-Term Remuneration of Executive Committee in the Amount of CHF 10.5 Million for Fiscal Year 2021 Management For For
10 Approve Renewal of CHF 7.5 Million Pool of Authorized Capital without Preemptive Rights Management For For
11 Transact Other Business (Voting) Management For Against
 
MARAVAI LIFESCIENCES HOLDINGS, INC.
MEETING DATE:  MAY 19, 2021
TICKER:  MRVI       SECURITY ID:  56600D107
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Carl Hull Management For For
1.2 Elect Director Benjamin Daverman Management For For
1.3 Elect Director Susannah Gray Management For For
1.4 Elect Director Constantine Mihas Management For For
2 Advisory Vote to Retain Classified Board Structure Management For Against
3 Advisory Vote to Retain Supermajority Vote Requirement to Amend Certificate of Incorporation and Bylaws Management For Against
4 Ratify Ernst & Young LLP as Auditors Management For For
 
MASIMO CORPORATION
MEETING DATE:  MAY 27, 2021
TICKER:  MASI       SECURITY ID:  574795100
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1 Elect Director Joe Kiani 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
 
NANOSONICS LTD.
MEETING DATE:  NOV 24, 2020
TICKER:  NAN       SECURITY ID:  Q6499K102
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1 Elect Steve Sargent as Director Management For For
2 Elect Marie McDonald as Director Management For For
3 Elect Lisa McIntyre as Director Management For For
4 Approve Remuneration Report Management For For
5 Approve Issuance of Performance Rights to Michael Kavanagh Under the Short Term Incentive Scheme Management For For
6 Approve Issuance of Share Appreciation Rights and Performance Rights to Michael Kavanagh Under the Long Term Incentive Scheme Management For For
7 Approve Renewal of Proportional Takeover Provisions in Constitution Management For For
 
NANOSTRING TECHNOLOGIES, INC.
MEETING DATE:  JUN 16, 2021
TICKER:  NSTG       SECURITY ID:  63009R109
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Elisha W. Finney Management For For
1b Elect Director Gregory Norden Management For For
1c Elect Director Janet George Management For For
1d Elect Director Charles P. Waite 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
 
NATERA, INC.
MEETING DATE:  MAY 25, 2021
TICKER:  NTRA       SECURITY ID:  632307104
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Roelof Botha Management For For
1.2 Elect Director Steven L. Chapman Management For For
1.3 Elect Director Todd Cozzens Management For For
1.4 Elect Director Matthew Rabinowitz 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
 
NEVRO CORP.
MEETING DATE:  MAY 25, 2021
TICKER:  NVRO       SECURITY ID:  64157F103
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Michael DeMane Management For For
1.2 Elect Director Frank Fischer Management For For
1.3 Elect Director Shawn T McCormick Management For For
1.4 Elect Director Kevin O'Boyle Management For For
1.5 Elect Director Karen Prange Management For For
1.6 Elect Director Brad Vale Management For For
2 Ratify PricewaterhouseCoopers LLP as Auditors Management For For
3 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
 
NUANCE COMMUNICATIONS, INC.
MEETING DATE:  FEB 02, 2021
TICKER:  NUAN       SECURITY ID:  67020Y100
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Mark Benjamin Management For For
1.2 Elect Director Daniel Brennan Management For For
1.3 Elect Director Lloyd Carney Management For For
1.4 Elect Director Thomas Ebling Management For For
1.5 Elect Director Robert Finocchio Management For For
1.6 Elect Director Laura S. Kaiser Management For For
1.7 Elect Director Michal Katz Management For For
1.8 Elect Director Mark Laret Management For For
1.9 Elect Director Sanjay Vaswani 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
4 Provide Right to Act by Written Consent Shareholder Against Against
 
OUTSET MEDICAL, INC.
MEETING DATE:  JUN 03, 2021
TICKER:  OM       SECURITY ID:  690145107
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Leslie Trigg Management For For
1b Elect Director Karen Drexler Management For For
2 Ratify KPMG LLP as Auditors Management For For
 
PACIFIC BIOSCIENCES OF CALIFORNIA, INC.
MEETING DATE:  JUN 16, 2021
TICKER:  PACB       SECURITY ID:  69404D108
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Randy Livingston Management For For
1.2 Elect Director Marshall Mohr Management For For
1.3 Elect Director Hannah A. Valantine Management For For
2 Ratify Ernst & Young LLP as Auditors Management For For
 
PENUMBRA, INC.
MEETING DATE:  JUN 02, 2021
TICKER:  PEN       SECURITY ID:  70975L107
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Adam Elsesser Management For For
1.2 Elect Director Harpreet Grewal Management For For
2 Ratify Deloitte & Touche 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
 
PULMONX CORPORATION
MEETING DATE:  MAY 20, 2021
TICKER:  LUNG       SECURITY ID:  745848101
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1 Elect Director Glendon E. French Management For For
2 Ratify BDO USA, LLP as Auditors Management For For
 
RESMED INC.
MEETING DATE:  NOV 19, 2020
TICKER:  RMD       SECURITY ID:  761152107
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Karen Drexler Management For For
1b Elect Director Michael Farrell Management For For
2 Ratify KPMG LLP as Auditors Management For For
3 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
 
SARTORIUS STEDIM BIOTECH SA
MEETING DATE:  MAR 24, 2021
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 0.68 per Share Management For For
4 Approve Auditors' Special Report on Related-Party Transactions Management For Against
5 Approve Remuneration of Directors in the Aggregate Amount of EUR 313,800 Management For For
6 Approve Compensation of Corporate Officers Management For For
7 Approve Compensation of Joachim Kreuzburg, Chairman and CEO Management For Against
8 Approve Remuneration Policy of Corporate Officers Management For Against
9 Authorize Repurchase of Up to 0.10 Percent of Issued Share Capital Management For For
10 Reelect Anne-Marie Graffin as Director Management For For
11 Reelect Susan Dexter as Director Management For For
12 Renew Appointment of KPMG as Auditor Management For For
13 Acknowledge End of Mandate of Salustro Reydel as Alternate Auditor and Decision to Neither Replace Nor Renew Management For For
14 Authorize Filing of Required Documents/Other Formalities Management For For
15 Authorize Decrease in Share Capital via Cancellation of Repurchased Shares Management For For
16 Authorize Filing of Required Documents/Other Formalities Management For For
 
SHENZHEN MINDRAY BIO-MEDICAL ELECTRONICS CO., LTD.
MEETING DATE:  MAY 19, 2021
TICKER:  300760       SECURITY ID:  Y774E3101
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1 Approve Report of the Board of Directors Management For For
2 Approve Report of the Board of Supervisors Management For For
3 Approve Financial Statements Management For For
4 Approve Profit Distribution Management For For
5 Approve Annual Report and Summary Management For For
6 Approve Social Responsibility Report Management For For
7 Approve Change of Partial Raised Funds Investment Project Management For For
8 Approve Appointment of Auditor Management For For
9 Elect Liang Huming as Independent Director Management For For
10 Approve Purchase of Liability Insurance for Directors, Supervisors and Senior Management Members Management For For
11 Approve Change Business Scope Management For For
12 Approve Amendments to Articles of Association Management For For
13.1 Amend Rules and Procedures Regarding General Meetings of Shareholders Management For Against
13.2 Amend Rules and Procedures Regarding Meetings of Board of Directors Management For Against
13.3 Amend Rules and Procedures Regarding Meetings of Board of Supervisors Management For Against
13.4 Amend Decision-making System for Providing External Investments Management For Against
13.5 Amend Management System for Providing External Guarantees Management For Against
13.6 Amend Related Party Transaction Decision-making System Management For Against
13.7 Amend Working System for Independent Directors Management For Against
 
STERIS PLC
MEETING DATE:  JUL 28, 2020
TICKER:  STE       SECURITY ID:  G8473T100
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Richard C. Breeden Management For For
1b Elect Director Cynthia L. Feldmann Management For For
1c Elect Director Jacqueline B. Kosecoff Management For For
1d Elect Director David B. Lewis Management For For
1e Elect Director Walter M Rosebrough, Jr. Management For For
1f Elect Director Nirav R. Shah Management For For
1g Elect Director Mohsen M. Sohi Management For For
1h Elect Director Richard M. Steeves Management For For
2 Ratify Ernst & Young LLP as Auditors Management For For
3 Appoint Ernst & Young Chartered Accountants as Irish Statutory Auditor Management For For
4 Authorize Board to Fix Remuneration of Auditors Management For For
5 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
 
STRYKER CORPORATION
MEETING DATE:  MAY 05, 2021
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 Report on Workforce Involvement in Corporate Governance Shareholder Against Against
5 Provide Right to Call A Special Meeting Shareholder Against Against
 
TANDEM DIABETES CARE, INC.
MEETING DATE:  MAY 18, 2021
TICKER:  TNDM       SECURITY ID:  875372203
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Dick P. Allen Management For For
1b Elect Director Rebecca B. Robertson Management For For
1c Elect Director Rajwant "Raj" S. Sodhi 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
 
THERMO FISHER SCIENTIFIC INC.
MEETING DATE:  MAY 19, 2021
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 C. Martin Harris Management For For
1d Elect Director Tyler Jacks Management For For
1e Elect Director R. Alexandra Keith Management For For
1f Elect Director Thomas J. Lynch Management For For
1g Elect Director Jim P. Manzi Management For For
1h Elect Director James C. Mullen Management For For
1i Elect Director Lars R. Sorensen Management For For
1j Elect Director Debora L. Spar Management For For
1k Elect Director Scott M. Sperling Management For For
1l Elect Director Dion J. Weisler Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Ratify PricewaterhouseCoopers LLP as Auditor Management For For
4 Provide Right to Call A Special Meeting Shareholder Against Against
 
TWIST BIOSCIENCE CORPORATION
MEETING DATE:  FEB 03, 2021
TICKER:  TWST       SECURITY ID:  90184D100
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Emily M. Leproust Management For For
1.2 Elect Director William Banyai Management For For
1.3 Elect Director Robert Chess 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
 
VEEVA SYSTEMS INC.
MEETING DATE:  JAN 13, 2021
TICKER:  VEEV       SECURITY ID:  922475108
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1 Approve Conversion to Delaware Public Benefit Corporation Management For For
2 Declassify the Board of Directors Management For For
 
VEEVA SYSTEMS INC.
MEETING DATE:  JUN 23, 2021
TICKER:  VEEV       SECURITY ID:  922475108
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Mark Carges Management For For
1b Elect Director Paul E. Chamberlain Management For For
1c Elect Director Ronald E.F. Codd Management For For
1d Elect Director Peter P. Gassner Management For For
1e Elect Director Mary Lynne Hedley Management For For
1f Elect Director Gordon Ritter Management For For
1g Elect Director Paul Sekhri Management For For
1h Elect Director Matthew J. Wallach 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 Three Years One Year
5 Provide Right to Call Special Meeting Management For For
6 Provide Right to Call a Special Meeting at a 15 Percent Ownership Threshold Shareholder Against Against
 
VENUS MEDTECH (HANGZHOU) INC.
MEETING DATE:  MAY 21, 2021
TICKER:  2500       SECURITY ID:  Y9277Y105
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1 Approve 2020 Annual Report Management For For
2 Approve 2020 Work Report of the Board of Directors Management For For
3 Approve 2020 Work Report of the Supervisory Committee Management For For
4 Approve 2020 Profit Distribution Plan Management For For
5 Approve Ernst & Young Hua Ming LLP as Auditors for 2021 and Authorize Board to Fix Their Remuneration Management For For
6 Approve Issuance of Equity or Equity-Linked Securities without Preemptive Rights Management For Against
7 Approve Grant of General Mandate to the Board to Repurchase H Shares Management For For
8 Amend Articles of Association Management For For
 
VENUS MEDTECH (HANGZHOU) INC.
MEETING DATE:  MAY 21, 2021
TICKER:  2500       SECURITY ID:  Y9277Y105
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1 Approve Grant of General Mandate to the Board to Repurchase H Shares Management For For
 
VESPER HEALTHCARE ACQUISITION CORP.
MEETING DATE:  APR 29, 2021
TICKER:  VSPR       SECURITY ID:  92538T104
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1 Approve SPAC Transaction Management For For
A If you Certify that you are Not Acting in Concert, or as a Group, in Connection with the Proposed Business Combination, you should vote FOR this proposal. If you are Acting in Concert, vote AGAINST Management None For
2 Approve Issuance of Shares for a Private Placement Management For For
3 Amend Certificate of Incorporation Management For For
4A Adopt Supermajority Vote Requirement to Amend Certificate of Incorporation Management For Against
4B Opt Out of Section 203 of the DGCL Management For For
4C Increase Authorized Common Stock and Eliminate Class B Common Stock Management For For
4D Adopt Provision on Waiver of Corporate Opportunity Management For Against
5.1 Elect Director Brenton L. Saunders Management For For
5.2 Elect Director Clint Carnell Management For For
5.3 Elect Director Michael D. Capellas Management For For
5.4 Elect Director Julius Few Management For For
5.5 Elect Director Michelle Kerrick Management For For
5.6 Elect Director Brian Miller Management For For
5.7 Elect Director Doug Schillinger Management For For
6 Approve Omnibus Stock Plan Management For Against
7 Approve Qualified Employee Stock Purchase Plan Management For For
8 Adjourn Meeting Management For Against
 
VIEWRAY, INC.
MEETING DATE:  JUN 11, 2021
TICKER:  VRAY       SECURITY ID:  92672L107
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Caley Castelein Management For For
1.2 Elect Director Brian K. Roberts Management For For
1.3 Elect Director Karen N. Prange Management For For
2 Declassify the Board of Directors Management For For
3 Ratify Deloitte & Touche LLP as Auditors Management For For
4 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
 
WEST PHARMACEUTICAL SERVICES, INC.
MEETING DATE:  MAY 04, 2021
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 Deborah L. V. Keller Management For For
1g Elect Director Myla P. Lai-Goldman Management For For
1h Elect Director Douglas A. Michels Management For For
1i Elect Director Paolo Pucci Management For For
1j Elect Director Patrick J. Zenner Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Ratify PricewaterhouseCoopers LLP as Auditors Management For For

VOTE SUMMARY REPORT
SELECT NATURAL GAS PORTFOLIO
07/01/2020 - 06/30/2021

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.

 
APA CORP.
MEETING DATE:  MAY 27, 2021
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 Chansoo Joung Management For For
5 Elect Director John E. Lowe Management For For
6 Elect Director H. Lamar McKay Management For For
7 Elect Director William C. Montgomery Management For For
8 Elect Director Amy H. Nelson Management For For
9 Elect Director Daniel W. Rabun Management For For
10 Elect Director Peter A. Ragauss Management For For
11 Ratify Ernst & Young LLP as Auditor Management For For
12 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
13 Amend Charter to Remove the Pass-Through Voting Provision Management For For
 
ARC RESOURCES LTD.
MEETING DATE:  MAR 31, 2021
TICKER:  ARX       SECURITY ID:  00208D408
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1 Approve Issuance of Shares in Connection with the Acquisition of Seven Generations Energy Ltd. Management For For
 
ATMOS ENERGY CORPORATION
MEETING DATE:  FEB 03, 2021
TICKER:  ATO       SECURITY ID:  049560105
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director J. Kevin Akers Management For For
1b Elect Director Robert W. Best Management For For
1c Elect Director Kim R. Cocklin Management For For
1d Elect Director Kelly H. Compton Management For For
1e Elect Director Sean Donohue Management For For
1f Elect Director Rafael G. Garza Management For For
1g Elect Director Richard K. Gordon Management For For
1h Elect Director Robert C. Grable Management For For
1i Elect Director Nancy K. Quinn Management For For
1j Elect Director Richard A. Sampson Management For For
1k Elect Director Stephen R. Springer Management For For
1l Elect Director Diana J. Walters Management For For
1m Elect Director Richard Ware, II Management For For
1n Elect Director Frank Yoho 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
 
BAKER HUGHES COMPANY
MEETING DATE:  MAY 14, 2021
TICKER:  BKR       SECURITY ID:  05722G100
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director W. Geoffrey Beattie Management For For
1.2 Elect Director Gregory D. Brenneman Management For For
1.3 Elect Director Cynthia B. Carroll Management For For
1.4 Elect Director Clarence P. Cazalot, Jr. Management For For
1.5 Elect Director Nelda J. Connors Management For For
1.6 Elect Director Gregory L. Ebel Management For For
1.7 Elect Director Lynn L. Elsenhans Management For For
1.8 Elect Director John G. Rice Management For For
1.9 Elect Director Lorenzo Simonelli 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 Nonqualified Employee Stock Purchase Plan Management For For
5 Approve Omnibus Stock Plan Management For For
 
BROOKFIELD INFRASTRUCTURE CORPORATION
MEETING DATE:  JUN 17, 2021
TICKER:  BIPC       SECURITY ID:  11275Q107
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Jeffrey Blidner Management For For
1.2 Elect Director William Cox Management For For
1.3 Elect Director John Fees Management For For
1.4 Elect Director Roslyn Kelly Management For For
1.5 Elect Director John Mullen Management For For
1.6 Elect Director Daniel Muniz Quintanilla Management For For
1.7 Elect Director Anne Schaumburg Management For For
1.8 Elect Director Rajeev Vasudeva Management For For
2 Approve Deloitte LLP as Auditors and Authorize Board to Fix Their Remuneration Management For For
 
BUNGE LIMITED
MEETING DATE:  MAY 05, 2021
TICKER:  BG       SECURITY ID:  G16962105
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Sheila Bair Management For For
1b Elect Director Carol M. Browner Management For For
1c Elect Director Paul Fribourg Management For For
1d Elect Director J. Erik Fyrwald Management For For
1e Elect Director Gregory A. Heckman Management For For
1f Elect Director Bernardo Hees Management For For
1g Elect Director Kathleen Hyle Management For For
1h Elect Director Henry W. (Jay) Winship Management For For
1i Elect Director Mark N. Zenuk 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 Amend Non-Employee Director Omnibus Stock Plan Management For For
5 Report on the Soy Supply Chain Shareholder For For
6 Adopt Simple Majority Vote Shareholder Against For
 
CABOT OIL & GAS CORPORATION
MEETING DATE:  APR 29, 2021
TICKER:  COG       SECURITY ID:  127097103
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Dorothy M. Ables Management For For
1.2 Elect Director Rhys J. Best Management For For
1.3 Elect Director Robert S. Boswell Management For For
1.4 Elect Director Amanda M. Brock Management For For
1.5 Elect Director Peter B. Delaney Management For For
1.6 Elect Director Dan O. Dinges Management For For
1.7 Elect Director W. Matt Ralls Management For For
1.8 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
 
CACTUS, INC.
MEETING DATE:  MAY 18, 2021
TICKER:  WHD       SECURITY ID:  127203107
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Michael McGovern Management For For
1.2 Elect Director John (Andy) O'Donnell Management For For
2 Ratify PricewaterhouseCoopers LLP as Auditors Management For For
 
CANADIAN NATURAL RESOURCES LIMITED
MEETING DATE:  MAY 06, 2021
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
 
CENTERPOINT ENERGY, INC.
MEETING DATE:  APR 23, 2021
TICKER:  CNP       SECURITY ID:  15189T107
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Leslie D. Biddle Management For For
1b Elect Director Milton Carroll Management For For
1c Elect Director Wendy Montoya Cloonan Management For For
1d Elect Director Earl M. Cummings Management For For
1e Elect Director David J. Lesar Management For For
1f Elect Director Martin H. Nesbitt Management For For
1g Elect Director Theodore F. Pound Management For For
1h Elect Director Phillip R. Smith Management For For
1i Elect Director Barry T. Smitherman 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
 
CHAMPIONX CORP.
MEETING DATE:  MAY 12, 2021
TICKER:  CHX       SECURITY ID:  15872M104
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Sivasankaran (Soma) Somasundaram Management For For
1.2 Elect Director Stephen K. Wagner 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
 
CHENIERE ENERGY, INC.
MEETING DATE:  MAY 13, 2021
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 Vicky A. Bailey Management For For
1d Elect Director Nuno Brandolini Management For For
1e Elect Director David B. Kilpatrick Management For For
1f Elect Director Sean T. Klimczak Management For For
1g Elect Director Andrew Langham Management For For
1h Elect Director Donald F. Robillard, Jr. Management For For
1i Elect Director Neal A. Shear Management For For
1j Elect Director Andrew J. Teno Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Ratify KPMG LLP as Auditors Management For For
 
CONOCOPHILLIPS
MEETING DATE:  JAN 15, 2021
TICKER:  COP       SECURITY ID:  20825C104
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1 Issue Shares in Connection with Merger Management For For
 
CONOCOPHILLIPS
MEETING DATE:  MAY 11, 2021
TICKER:  COP       SECURITY ID:  20825C104
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Charles E. Bunch Management For For
1b Elect Director Caroline Maury Devine Management For For
1c Elect Director John V. Faraci Management For For
1d Elect Director Jody Freeman Management For For
1e Elect Director Gay Huey Evans Management For For
1f Elect Director Jeffrey A. Joerres Management For For
1g Elect Director Ryan M. Lance Management For For
1h Elect Director Timothy A. Leach Management For For
1i Elect Director William H. McRaven Management For For
1j Elect Director Sharmila Mulligan Management For For
1k Elect Director Eric D. Mullins Management For For
1l Elect Director Arjun N. Murti Management For For
1m Elect Director Robert A. Niblock Management For For
1n Elect Director David T. Seaton Management For For
1o Elect Director R.A. Walker Management For For
2 Ratify Ernst & Young LLP as Auditor Management For For
3 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
4 Adopt Simple Majority Vote Shareholder For For
5 Emission Reduction Targets Shareholder Against Against
 
CORE LABORATORIES N.V.
MEETING DATE:  MAY 19, 2021
TICKER:  CLB       SECURITY ID:  N22717107
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Kwaku Temeng Management For For
1b Elect Director Lawrence Bruno Management For For
2 Ratify KPMG LLP as Auditors Management For For
3 Adopt Financial Statements and Statutory Reports Management For For
4 Approve Cancellation of Repurchased Shares Management For For
5 Authorize Repurchase of Up to 10 Percent of Issued Share Capital Management For For
6 Grant Board Authority to Issue Shares Up To 10 Percent of Issued Capital Management For For
7 Authorize Board to Exclude Preemptive Rights from Share Issuances Management For For
8a Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
8b Approve Remuneration Report Management For For
 
DEVON ENERGY CORPORATION
MEETING DATE:  JUN 09, 2021
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 David A. Hager 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 Robert A. Mosbacher, Jr. Management For For
1.9 Elect Director Richard E. Muncrief Management For For
1.10 Elect Director Duane C. Radtke 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
 
ENBRIDGE INC.
MEETING DATE:  MAY 05, 2021
TICKER:  ENB       SECURITY ID:  29250N105
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Pamela L. Carter Management For For
1.2 Elect Director Marcel R. Coutu Management For For
1.3 Elect Director Susan M. Cunningham Management For For
1.4 Elect Director Gregory L. Ebel Management For For
1.5 Elect Director J. Herb England Management For For
1.6 Elect Director Gregory J. Goff Management For For
1.7 Elect Director V. Maureen Kempston Darkes Management For For
1.8 Elect Director Teresa S. Madden Management For For
1.9 Elect Director Al Monaco Management For For
1.10 Elect Director Stephen S. Poloz Management For For
1.11 Elect Director Dan C. Tutcher 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
 
EOG RESOURCES, INC.
MEETING DATE:  APR 29, 2021
TICKER:  EOG       SECURITY ID:  26875P101
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Janet F. Clark Management For For
1b Elect Director Charles R. Crisp Management For For
1c Elect Director Robert P. Daniels Management For For
1d Elect Director James C. Day Management For For
1e Elect Director C. Christopher Gaut Management For For
1f Elect Director Michael T. Kerr Management For For
1g Elect Director Julie J. Robertson Management For For
1h Elect Director Donald F. Textor Management For For
1i Elect Director William R. Thomas Management For For
2 Ratify Deloitte & Touche 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 Against
 
EQT CORPORATION
MEETING DATE:  JUL 23, 2020
TICKER:  EQT       SECURITY ID:  26884L109
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1 Increase Authorized Common Stock Management For For
2 Adjourn Meeting Management For For
 
EQT CORPORATION
MEETING DATE:  APR 21, 2021
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 Philip G. Behrman Management For For
1.3 Elect Director Lee M. Canaan Management For For
1.4 Elect Director Janet L. Carrig 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 Stephen A. Thorington Management For For
1.12 Elect Director Hallie A. Vanderhider 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
 
EQUITRANS MIDSTREAM CORPORATION
MEETING DATE:  APR 27, 2021
TICKER:  ETRN       SECURITY ID:  294600101
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Vicky A. Bailey Management For For
1b Elect Director Sarah M. Barpoulis Management For For
1c Elect Director Kenneth M. Burke Management For For
1d Elect Director Patricia K. Collawn Management For For
1e Elect Director Margaret K. Dorman Management For For
1f Elect Director Thomas F. Karam Management For For
1g Elect Director D. Mark Leland Management For For
1h Elect Director Norman J. Szydlowski Management For For
1i Elect Director Robert F. Vagt Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Eliminate Supermajority Vote Requirement to Amend Articles and Bylaws and Remove Directors Outside of the Annual Process Management For For
4 Ratify Ernst & Young LLP as Auditors Management For For
 
EXXON MOBIL CORPORATION
MEETING DATE:  MAY 26, 2021
TICKER:  XOM       SECURITY ID:  30231G102
Proposal No Proposal Proposed By Management Recommendation Vote Cast
Management Proxy (Blue Proxy Card)
1.1 Elect Director Michael J. Angelakis Management For Did Not Vote
1.2 Elect Director Susan K. Avery Management For Did Not Vote
1.3 Elect Director Angela F. Braly Management For Did Not Vote
1.4 Elect Director Ursula M. Burns Management For Did Not Vote
1.5 Elect Director Kenneth C. Frazier Management For Did Not Vote
1.6 Elect Director Joseph L. Hooley Management For Did Not Vote
1.7 Elect Director Steven A. Kandarian Management For Did Not Vote
1.8 Elect Director Douglas R. Oberhelman Management For Did Not Vote
1.9 Elect Director Samuel J. Palmisano Management For Did Not Vote
1.10 Elect Director Jeffrey W. Ubben Management For Did Not Vote
1.11 Elect Director Darren W. Woods Management For Did Not Vote
1.12 Elect Director Wan Zulkiflee Management For Did Not Vote
2 Ratify PricewaterhouseCoopers LLP as Auditors Management For Did Not Vote
3 Advisory Vote to Ratify Named Executive Officers' Compensation Management For Did Not Vote
4 Require Independent Board Chair Shareholder Against Did Not Vote
5 Reduce Ownership Threshold for Shareholders to Call Special Meeting Shareholder Against Did Not Vote
6 Issue Audited Report on Financial Impacts of IEA's Net Zero 2050 Scenario Shareholder Against Did Not Vote
7 Report on Costs and Benefits of Environmental-Related Expenditures Shareholder Against Did Not Vote
8 Report on Political Contributions Shareholder Against Did Not Vote
9 Report on Lobbying Payments and Policy Shareholder Against Did Not Vote
10 Report on Corporate Climate Lobbying Aligned with Paris Agreement Shareholder Against Did Not Vote
Proposal No Proposal Proposed By Dissident Recommendation Vote Cast
Dissident Proxy (White Proxy Card)
1.1 Elect Director Gregory J. Goff Shareholder For For
1.2 Elect Director Kaisa Hietala Shareholder For For
1.3 Elect Director Alexander A. Karsner Shareholder For Withhold
1.4 Elect Director Anders Runevad Shareholder For Withhold
1.5 Management Nominee Michael J. Angelakis Shareholder For For
1.6 Management Nominee Susan K. Avery Shareholder For For
1.7 Management Nominee Angela F. Braly Shareholder For For
1.8 Management Nominee Ursula M. Burns Shareholder For For
1.9 Management Nominee Kenneth C. Frazier Shareholder For For
1.10 Management Nominee Joseph L. Hooley Shareholder For For
1.11 Management Nominee Jeffrey W. Ubben Shareholder For For
1.12 Management Nominee Darren W. Woods Shareholder For For
2 Ratify PricewaterhouseCoopers LLP as Auditors Management For For
3 Advisory Vote to Ratify Named Executive Officers' Compensation Management Against For
4 Require Independent Board Chair Shareholder None Against
5 Reduce Ownership Threshold for Shareholders to Call Special Meeting Shareholder None Against
6 Issue Audited Report on Financial Impacts of IEA's Net Zero 2050 Scenario Shareholder None For
7 Report on Costs and Benefits of Environmental-Related Expenditures Shareholder None Against
8 Report on Political Contributions Shareholder None Against
9 Report on Lobbying Payments and Policy Shareholder None Against
10 Report on Corporate Climate Lobbying Aligned with Paris Agreement Shareholder None Against
 
GIBSON ENERGY INC.
MEETING DATE:  MAY 04, 2021
TICKER:  GEI       SECURITY ID:  374825206
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director James M. Estey Management For For
1.2 Elect Director Douglas P. Bloom Management For For
1.3 Elect Director James J. Cleary Management For For
1.4 Elect Director Judy E. Cotte Management For For
1.5 Elect Director John L. Festival Management For For
1.6 Elect Director Marshall L. McRae Management For For
1.7 Elect Director Margaret C. Montana Management For For
1.8 Elect Director Mary Ellen Peters Management For For
1.9 Elect Director Steven R. Spaulding 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
4 Amend By-Law No. 1 Management For For
5 Amend Articles Re: Limit the Number of Preferred Shares that May be Issued in the Future without shareholder approval Management For For
 
HALLIBURTON COMPANY
MEETING DATE:  MAY 19, 2021
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 Against
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 Against
1f Elect Director Murry S. Gerber Management For Against
1g Elect Director Patricia Hemingway Hall Management For Against
1h Elect Director Robert A. Malone Management For Against
1i Elect Director Jeffrey A. Miller Management For For
1j Elect Director Bhavesh V. (Bob) Patel Management For For
2 Ratify KPMG LLP as Auditor Management For For
3 Advisory Vote to Ratify Named Executive Officers' Compensation Management For Against
4 Amend Omnibus Stock Plan Management For For
5 Amend Qualified Employee Stock Purchase Plan Management For For
 
HESS CORPORATION
MEETING DATE:  JUN 02, 2021
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 Joaquin Duato 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 David McManus Management For For
1h Elect Director Kevin O. Meyers Management For For
1i Elect Director Karyn F. Ovelmen Management For For
1j Elect Director James H. Quigley Management For For
1k Elect Director William G. Schrader 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
 
HOLLYFRONTIER CORPORATION
MEETING DATE:  MAY 12, 2021
TICKER:  HFC       SECURITY ID:  436106108
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Anne-Marie N. Ainsworth Management For For
1b Elect Director Anna C. Catalano Management For For
1c Elect Director Leldon E. Echols Management For For
1d Elect Director Manuel J. Fernandez Management For For
1e Elect Director Michael C. Jennings Management For For
1f Elect Director R. Craig Knocke Management For For
1g Elect Director Robert J. Kostelnik Management For For
1h Elect Director James H. Lee Management For For
1i Elect Director Franklin Myers Management For For
1j Elect Director Michael E. Rose 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 Adopt Simple Majority Vote Shareholder Against For
 
KEYERA CORP.
MEETING DATE:  MAY 11, 2021
TICKER:  KEY       SECURITY ID:  493271100
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Jim Bertram Management For For
1.2 Elect Director Doug Haughey Management For For
1.3 Elect Director Michael Norris Management For For
1.4 Elect Director Charlene Ripley Management For For
1.5 Elect Director Janet Woodruff Management For For
1.6 Elect Director Blair Goertzen Management For For
1.7 Elect Director Gianna Manes Management For For
1.8 Elect Director Thomas O'Connor Management For For
1.9 Elect Director Dean Setoguchi Management For For
2 Approve Deloitte LLP as Auditors and Authorize Board to Fix Their Remuneration Management For For
3 Advisory Vote on Executive Compensation Approach Management For For
 
KINDER MORGAN, INC.
MEETING DATE:  MAY 12, 2021
TICKER:  KMI       SECURITY ID:  49456B101
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Richard D. Kinder Management For For
1.2 Elect Director Steven J. Kean Management For For
1.3 Elect Director Kimberly A. Dang Management For For
1.4 Elect Director Ted A. Gardner Management For For
1.5 Elect Director Anthony W. Hall, Jr. Management For For
1.6 Elect Director Gary L. Hultquist Management For For
1.7 Elect Director Ronald L. Kuehn, Jr. Management For For
1.8 Elect Director Deborah A. Macdonald Management For For
1.9 Elect Director Michael C. Morgan Management For For
1.10 Elect Director Arthur C. Reichstetter Management For For
1.11 Elect Director C. Park Shaper Management For For
1.12 Elect Director William A. Smith Management For For
1.13 Elect Director Joel V. Staff Management For For
1.14 Elect Director Robert F. Vagt Management For For
1.15 Elect Director Perry M. Waughtal Management For For
2 Amend Omnibus Stock Plan Management For For
3 Ratify PricewaterhouseCoopers LLP as Auditors Management For For
4 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
 
KOSMOS ENERGY LTD.
MEETING DATE:  JUN 09, 2021
TICKER:  KOS       SECURITY ID:  500688106
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Adebayo (Bayo) O. Ogunlesi Management For For
1.2 Elect Director Deanna L. Goodwin 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
 
MAGELLAN MIDSTREAM PARTNERS, L.P.
MEETING DATE:  APR 22, 2021
TICKER:  MMP       SECURITY ID:  559080106
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Robert G. Croyle Management For For
1.2 Elect Director Stacy P. Methvin Management For For
1.3 Elect Director Barry R. Pearl Management For For
2 Amend Restricted 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
 
MAGNOLIA OIL & GAS CORPORATION
MEETING DATE:  MAY 04, 2021
TICKER:  MGY       SECURITY ID:  559663109
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Stephen "Steve" I. Chazen 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 Amend Omnibus Stock Plan Management For For
4 Ratify KPMG LLP as Auditors Management For For
 
MEG ENERGY CORP.
MEETING DATE:  JUN 16, 2021
TICKER:  MEG       SECURITY ID:  552704108
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Ian D. Bruce Management For For
1.2 Elect Director Derek W. Evans Management For For
1.3 Elect Director Grant D. Billing Management For For
1.4 Elect Director Judy A. Fairburn Management For For
1.5 Elect Director Robert B. Hodgins Management For For
1.6 Elect Director William R. Klesse Management For For
1.7 Elect Director Susan M. MacKenzie Management For For
1.8 Elect Director Jeffrey J. McCaig Management For For
1.9 Elect Director James D. McFarland Management For For
1.10 Elect Director Diana J. McQueen 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
 
NOV INC.
MEETING DATE:  MAY 19, 2021
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 James T. Hackett Management For For
1f Elect Director David D. Harrison Management For For
1g Elect Director Eric L. Mattson Management For For
1h Elect Director Melody B. Meyer Management For For
1i Elect Director William R. Thomas 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
 
OCCIDENTAL PETROLEUM CORPORATION
MEETING DATE:  MAY 07, 2021
TICKER:  OXY       SECURITY ID:  674599105
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Stephen I. Chazen 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 Gary Hu Management For For
1f Elect Director William R. Klesse Management For For
1g Elect Director Andrew N. Langham Management For For
1h Elect Director Jack B. Moore Management For For
1i Elect Director Margarita Palau-Hernandez Management For For
1j Elect Director Avedick B. Poladian Management For For
1k Elect Director Robert M. Shearer Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Ratify KPMG LLP as Auditors Management For For
 
ONEOK, INC.
MEETING DATE:  MAY 26, 2021
TICKER:  OKE       SECURITY ID:  682680103
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Brian L. Derksen Management For For
1.2 Elect Director Julie H. Edwards Management For For
1.3 Elect Director John W. Gibson Management For For
1.4 Elect Director Mark W. Helderman Management For For
1.5 Elect Director Randall J. Larson Management For For
1.6 Elect Director Steven J. Malcolm Management For For
1.7 Elect Director Jim W. Mogg Management For For
1.8 Elect Director Pattye L. Moore Management For For
1.9 Elect Director Eduardo A. Rodriguez Management For For
1.10 Elect Director Gerald B. Smith Management For For
1.11 Elect Director Terry K. Spencer Management For For
2 Ratify PricewaterhouseCoopers LLP as Auditors Management For For
3 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
 
PARSLEY ENERGY, INC.
MEETING DATE:  JAN 12, 2021
TICKER:  PE       SECURITY ID:  701877102
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
 
PDC ENERGY, INC.
MEETING DATE:  MAY 26, 2021
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 Mark E. Ellis Management For For
1.3 Elect Director Paul J. Korus Management For For
1.4 Elect Director David C. Parke 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
 
PEMBINA PIPELINE CORPORATION
MEETING DATE:  MAY 07, 2021
TICKER:  PPL       SECURITY ID:  706327103
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Randall J. Findlay Management For For
1.2 Elect Director Anne-Marie N. Ainsworth Management For For
1.3 Elect Director Cynthia Carroll Management For For
1.4 Elect Director Michael H. Dilger Management For For
1.5 Elect Director Robert G. Gwin Management For For
1.6 Elect Director Maureen E. Howe Management For For
1.7 Elect Director Gordon J. Kerr Management For For
1.8 Elect Director David M.B. LeGresley Management For For
1.9 Elect Director Leslie A. O'Donoghue Management For For
1.10 Elect Director Bruce D. Rubin Management For For
1.11 Elect Director Henry W. Sykes Management For For
2 Approve KPMG LLP as Auditors and Authorize Board to Fix Their Remuneration Management For For
3 Advisory Vote on Executive Compensation Approach Management For For
 
PETROLEO BRASILEIRO SA
MEETING DATE:  APR 12, 2021
TICKER:  PETR4       SECURITY ID:  71654V408
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1 Remove Directors Management For Against
2.1 Do You Wish to Adopt Cumulative Voting for the Election of the Members of the Board of Directors, Under the Terms of Article 141 of the Brazilian Corporate Law? Management None Against
2.2 Elect Directors Management For For
2.3 In Case There is Any Change to the Board Slate Composition, May Your Votes Still be Counted for the Proposed Slate? Management None Against
2.4.a Percentage of Votes to Be Assigned - Elect Eduardo Bacellar Leal Ferreira as Director Management None For
2.4.b Percentage of Votes to Be Assigned - Elect Joaquim Silva e Luna as Director Management None For
2.4.c Percentage of Votes to Be Assigned - Elect Ruy Flaks Schneider as Independent Director Management None For
2.4.d Percentage of Votes to Be Assigned - Elect Marcio Andrade Weber as Independent Director Management None For
2.4.e Percentage of Votes to Be Assigned - Elect Murilo Marroquim de Souza as Independent Director Management None For
2.4.f Percentage of Votes to Be Assigned - Elect Sonia Julia Sulzbeck Villalobos as Independent Director Management None For
2.4.g Percentage of Votes to Be Assigned - Elect Cynthia Santana Silveira as Independent Director Management None For
2.4.h Percentage of Votes to Be Assigned - Elect Ana Silvia Corso Matte as Independent Director Management None For
2.4.i Percentage of Votes to Be Assigned - Elect Leonardo Pietro Antonelli as Director Appointed by Minority Shareholder Shareholder None For
2.4.j Percentage of Votes to Be Assigned - Elect Marcelo Gasparino da Silva as Director Appointed by Minority Shareholder Shareholder None For
2.4.k Percentage of Votes to Be Assigned - Elect Pedro Rodrigues Galvao de Medeiros as Director Appointed by Minority Shareholder Shareholder None For
2.5 Elect Eduardo Bacellar Leal Ferreira as Board Chairman Management For For
 
PETROLEO BRASILEIRO SA
MEETING DATE:  APR 14, 2021
TICKER:  PETR4       SECURITY ID:  71654V408
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1 Accept Financial Statements and Statutory Reports for Fiscal Year Ended Dec. 31, 2020 Management For For
2 Approve Allocation of Income and Dividends Management For For
3.1 Elect Fiscal Council Members Management For For
3.2 In Case One of the Nominees Leaves the Fiscal Council Slate Due to a Separate Minority Election, as Allowed Under Articles 161 and 240 of the Brazilian Corporate Law, May Your Votes Still Be Counted for the Proposed Slate? Management None Against
3.4 Elect Patricia Valente Stierli as Fiscal Council Member and Robert Juenemann as Alternate Appointed by Minority Shareholder Shareholder None Abstain
4 Approve Remuneration of Company's Management and Fiscal Council Management For For
5 In the Event of a Second Call, the Voting Instructions Contained in this Remote Voting Card May Also be Considered for the Second Call? Management None For
6 Approve Absorption of Companhia de Desenvolvimento e Modernizacao de Plantas Industriais S.A. (CDMPI) Management For For
7 In the Event of a Second Call, the Voting Instructions Contained in this Remote Voting Card May Also be Considered for the Second Call? Management None For
 
PG&E CORPORATION
MEETING DATE:  MAY 20, 2021
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 Michael R. Niggli Management For For
1e Elect Director Oluwadara (Dara) J. Treseder Management For For
1f Elect Director Benjamin F. Wilson 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 For
 
PHILLIPS 66
MEETING DATE:  MAY 12, 2021
TICKER:  PSX       SECURITY ID:  718546104
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Julie L. Bushman Management For For
1b Elect Director Lisa A. Davis Management For For
2 Declassify the Board of Directors 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 Adopt GHG Emissions Reduction Targets Shareholder Against For
6 Report on Climate Lobbying Shareholder Against Against
 
PIONEER NATURAL RESOURCES COMPANY
MEETING DATE:  JAN 12, 2021
TICKER:  PXD       SECURITY ID:  723787107
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1 Issue Shares in Connection with Merger Management For For
 
PIONEER NATURAL RESOURCES COMPANY
MEETING DATE:  MAY 27, 2021
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 Edison C. Buchanan Management For For
1c Elect Director Matt Gallagher Management For For
1d Elect Director Phillip A. Gobe Management For For
1e Elect Director Larry R. Grillot Management For For
1f Elect Director Stacy P. Methvin Management For For
1g Elect Director Royce W. Mitchell Management For For
1h Elect Director Frank A. Risch Management For For
1i Elect Director Scott D. Sheffield Management For For
1j Elect Director J. Kenneth Thompson Management For For
1k Elect Director Phoebe A. Wood Management For For
1l Elect Director Michael D. Wortley 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 Qualified Employee Stock Purchase Plan Management For For
 
SCHLUMBERGER N.V.
MEETING DATE:  APR 07, 2021
TICKER:  SLB       SECURITY ID:  806857108
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Patrick de La Chevardiere Management For For
1.2 Elect Director Miguel M. Galuccio Management For For
1.3 Elect Director Olivier Le Peuch Management For For
1.4 Elect Director Tatiana A. Mitrova Management For For
1.5 Elect Director Maria Moraeus Hanssen Management For For
1.6 Elect Director Mark G. Papa Management For For
1.7 Elect Director Henri Seydoux Management For For
1.8 Elect Director Jeff W. Sheets Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Adopt and Approve Financials and Dividends Management For For
4 Ratify PricewaterhouseCoopers LLP as Auditors Management For For
5 Amend Omnibus Stock Plan Management For For
6 Amend Qualified Employee Stock Purchase Plan Management For For
7 Amend Non-Employee Director Restricted Stock Plan Management For For
 
SUNCOR ENERGY INC.
MEETING DATE:  MAY 04, 2021
TICKER:  SU       SECURITY ID:  867224107
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Patricia M. Bedient Management For For
1.2 Elect Director John D. Gass Management For For
1.3 Elect Director Russell (Russ) 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 Mark S. Little Management For For
1.7 Elect Director Brian P. MacDonald Management For For
1.8 Elect Director Maureen McCaw Management For For
1.9 Elect Director Lorraine Mitchelmore Management For For
1.10 Elect Director Eira M. Thomas Management For For
1.11 Elect Director Michael M. Wilson Management For For
2 Ratify KPMG LLP as Auditors Management For For
3 Amend Stock Option Plan Management For For
4 Advisory Vote on Executive Compensation Approach Management For For
 
TARGA RESOURCES CORP.
MEETING DATE:  MAY 25, 2021
TICKER:  TRGP       SECURITY ID:  87612G101
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Beth A. Bowman Management For For
1.2 Elect Director Lindsey M. Cooksen Management For For
1.3 Elect Director Robert B. Evans Management For For
1.4 Elect Director Joe Bob Perkins Management For For
1.5 Elect Director Ershel C. Redd, Jr. 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 Increase Authorized Common Stock Management For For
 
TC ENERGY CORPORATION
MEETING DATE:  MAY 07, 2021
TICKER:  TRP       SECURITY ID:  87807B107
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Stephan Cretier Management For For
1.2 Elect Director Michael R. Culbert Management For For
1.3 Elect Director Susan C. Jones Management For For
1.4 Elect Director Randy Limbacher Management For For
1.5 Elect Director John E. Lowe Management For For
1.6 Elect Director David MacNaughton Management For For
1.7 Elect Director Francois L. Poirier Management For For
1.8 Elect Director Una Power Management For For
1.9 Elect Director Mary Pat Salomone Management For For
1.10 Elect Director Indira V. Samarasekera Management For For
1.11 Elect Director D. Michael G. Stewart Management For For
1.12 Elect Director Siim A. Vanaselja Management For For
1.13 Elect Director Thierry Vandal Management For For
2 Approve KPMG LLP as Auditors and Authorize Board to Fix Their Remuneration Management For For
3 Advisory Vote on Executive Compensation Approach Management For For
4 Amend By-law Number 1 Management For For
 
TECHNIPFMC PLC
MEETING DATE:  MAY 20, 2021
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 Eleazar de Carvalho Filho Management For For
1c Elect Director Claire S. Farley Management For For
1d Elect Director Peter Mellbye 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 Approve Remuneration Policy Management For For
5 Accept Financial Statements and Statutory Reports Management For For
6 Ratify PricewaterhouseCoopers LLP as Auditors Management For For
7 Reappoint PricewaterhouseCoopers LLP as U.K. Statutory Auditor Management For For
8 Authorise Board to Fix Remuneration of Auditors Management For For
9 Authorise Market Purchase of Ordinary Shares Management For For
10 Authorise Issue of Equity Management For For
11 Authorise Issue of Equity without Pre-emptive Rights Management For For
 
THE WILLIAMS COMPANIES, INC.
MEETING DATE:  APR 27, 2021
TICKER:  WMB       SECURITY ID:  969457100
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Alan S. Armstrong Management For For
1.2 Elect Director Stephen W. Bergstrom Management For For
1.3 Elect Director Nancy K. Buese Management For For
1.4 Elect Director Stephen I. Chazen Management For For
1.5 Elect Director Charles I. Cogut Management For For
1.6 Elect Director Michael A. Creel Management For For
1.7 Elect Director Stacey H. Dore Management For For
1.8 Elect Director Vicki L. Fuller Management For For
1.9 Elect Director Peter A. Ragauss Management For For
1.10 Elect Director Rose M. Robeson Management For For
1.11 Elect Director Scott D. Sheffield Management For For
1.12 Elect Director Murray D. Smith Management For For
1.13 Elect Director William H. Spence 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
 
UGI CORPORATION
MEETING DATE:  JAN 29, 2021
TICKER:  UGI       SECURITY ID:  902681105
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Frank S. Hermance Management For For
1b Elect Director M. Shawn Bort Management For For
1c Elect Director Theodore A. Dosch Management For For
1d Elect Director Alan N. Harris Management For For
1e Elect Director Mario Longhi Management For For
1f Elect Director William J. Marrazzo Management For For
1g Elect Director Cindy J. Miller Management For For
1h Elect Director Kelly A. Romano Management For For
1i Elect Director James B. Stallings, Jr. Management For For
1j Elect Director John L. Walsh Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Approve Omnibus Stock Plan Management For For
4 Ratify Ernst & Young LLP as Auditors Management For For
 
VALERO ENERGY CORPORATION
MEETING DATE:  APR 29, 2021
TICKER:  VLO       SECURITY ID:  91913Y100
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director H. Paulett Eberhart Management For For
1b Elect Director Joseph W. Gorder Management For For
1c Elect Director Kimberly S. Greene Management For For
1d Elect Director Deborah P. Majoras Management For For
1e Elect Director Eric D. Mullins Management For For
1f Elect Director Donald L. Nickles Management For For
1g Elect Director Philip J. Pfeiffer Management For For
1h Elect Director Robert A. Profusek Management For For
1i Elect Director Stephen M. Waters 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

VOTE SUMMARY REPORT
SELECT PHARMACEUTICALS PORTFOLIO
07/01/2020 - 06/30/2021

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.

 
ACCELERON PHARMA INC.
MEETING DATE:  JUN 16, 2021
TICKER:  XLRN       SECURITY ID:  00434H108
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Habib J. Dable Management For For
1b Elect Director Terrence C. Kearney Management For For
1c Elect Director Karen L. 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 Ernst & Young LLP as Auditors Management For For
 
AGIOS PHARMACEUTICALS, INC.
MEETING DATE:  MAY 20, 2021
TICKER:  AGIO       SECURITY ID:  00847X104
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Kaye Foster Management For For
1.2 Elect Director Maykin Ho Management For For
1.3 Elect Director John M. Maraganore Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Ratify PricewaterhouseCoopers LLP as Auditors Management For For
 
AMGEN INC.
MEETING DATE:  MAY 18, 2021
TICKER:  AMGN       SECURITY ID:  031162100
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Wanda M. Austin Management For For
1b Elect Director Robert A. Bradway Management For For
1c Elect Director Brian J. Druker Management For For
1d Elect Director Robert A. Eckert Management For For
1e Elect Director Greg C. Garland Management For For
1f Elect Director Charles M. Holley, Jr. Management For For
1g Elect Director Tyler Jacks Management For For
1h Elect Director Ellen J. Kullman Management For For
1i Elect Director Amy E. Miles Management For For
1j Elect Director Ronald D. Sugar Management For For
1k Elect Director R. Sanders Williams 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
 
ARGENX SE
MEETING DATE:  MAY 11, 2021
TICKER:  ARGX       SECURITY ID:  N0610Q109
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 Adopt Remuneration Policy Management For For
4 Approve Remuneration Report Management For For
5.a Discuss Annual Report for FY 2020 Management None None
5.b Adopt Financial Statements and Statutory Reports Management For For
5.c Discussion on Company's Corporate Governance Structure Management None None
5.d Approve Allocation of Losses to the Retained Earnings of the Company Management For For
5.e Approve Discharge of Directors Management For For
6 Elect Yvonne Greenstreet as Non-Executive Director Management For For
7 Reelect Anthony Rosenberg as Non-Executive Director Management For For
8 Grant Board Authority to Issue Shares Up To 10 Percent of Issued Capital and Exclude Pre-emptive Rights Management For For
9 Ratify Deloitte Accountants B.V. as Auditors Management For For
10 Other Business (Non-Voting) Management None None
11 Close Meeting Management None None
 
ARGENX SE
MEETING DATE:  MAY 11, 2021
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 Adopt Remuneration Policy Management For For
4 Approve Remuneration Report Management For For
5.a Discuss Annual Report for FY 2020 Management None None
5.b Adopt Financial Statements and Statutory Reports Management For For
5.c Discussion on Company's Corporate Governance Structure Management None None
5.d Approve Allocation of Losses to the Retained Earnings of the Company Management For For
5.e Approve Discharge of Directors Management For For
6 Elect Yvonne Greenstreet as Non-Executive Director Management For For
7 Reelect Anthony Rosenberg as Non-Executive Director Management For For
8 Grant Board Authority to Issue Shares Up To 10 Percent of Issued Capital and Exclude Pre-emptive Rights Management For For
9 Ratify Deloitte Accountants B.V. as Auditors Management For For
10 Other Business (Non-Voting) Management None None
11 Close Meeting Management None None
 
ASCENDIS PHARMA A/S
MEETING DATE:  MAY 28, 2021
TICKER:  ASND       SECURITY ID:  04351P101
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1 Elect Chairman of Meeting Management For For
2 Receive 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
5a Reelect James I Healy as Director Management For For
5b Reelect Jan Moller Mikkelsen as Director Management For For
5c Reelect Lisa Morrison as Director Management For For
6 Ratify Deloitte as Auditors Management For For
7a Approve Creation of DKK 9 Million Pool of Capital without Preemptive Rights Management For For
7b Approve Warrant Plan Management For For
7c Authorize Share Repurchase Program Management For For
 
ASTRAZENECA PLC
MEETING DATE:  MAY 11, 2021
TICKER:  AZN       SECURITY ID:  046353108
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 Leif Johansson as Director Management For For
5b Re-elect Pascal Soriot as Director Management For For
5c Re-elect Marc Dunoyer as Director Management For For
5d Re-elect Philip Broadley as Director Management For For
5e Elect Euan Ashley as Director Management For For
5f Re-elect Michel Demare as Director Management For For
5g Re-elect Deborah DiSanzo as Director Management For For
5h Elect Diana Layfield as Director Management For For
5i Re-elect Sheri McCoy as Director Management For For
5j Re-elect Tony Mok as Director Management For For
5k Re-elect Nazneen Rahman as Director Management For For
5l Re-elect Marcus Wallenberg as Director Management For For
6 Approve Remuneration Report Management For For
7 Approve Remuneration Policy Management For Against
8 Authorise UK Political Donations and Expenditure Management For For
9 Authorise Issue of Equity Management For For
10 Authorise Issue of Equity without Pre-emptive Rights Management For For
11 Authorise Issue of Equity without Pre-emptive Rights in Connection with an Acquisition or Other Capital Investment Management For For
12 Authorise Market Purchase of Ordinary Shares Management For For
13 Authorise the Company to Call General Meeting with Two Weeks' Notice Management For For
14 Amend Performance Share Plan Management For Against
 
ASTRAZENECA PLC
MEETING DATE:  MAY 11, 2021
TICKER:  AZN       SECURITY ID:  046353108
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1 Approve Acquisition of Alexion Pharmaceuticals, Inc. Management For For
 
ATEA PHARMACEUTICALS, INC.
MEETING DATE:  JUN 18, 2021
TICKER:  AVIR       SECURITY ID:  04683R106
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Jean-Pierre Sommadossi Management For For
1.2 Elect Director Franklin Berger Management For For
2 Ratify KPMG LLP as Auditors Management For For
 
AXSOME THERAPEUTICS, INC.
MEETING DATE:  JUN 04, 2021
TICKER:  AXSM       SECURITY ID:  05464T104
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Herriot Tabuteau Management For Withhold
1.2 Elect Director Mark Coleman Management For Withhold
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
 
BAUSCH HEALTH COMPANIES INC.
MEETING DATE:  APR 27, 2021
TICKER:  BHC       SECURITY ID:  071734107
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Richard U. De Schutter Management For Withhold
1b Elect Director D. Robert Hale Management For Withhold
1c Elect Director Brett Icahn Management For For
1d Elect Director Argeris (Jerry) N. Karabelas Management For Withhold
1e Elect Director Sarah B. Kavanagh Management For For
1f Elect Director Steven D. Miller Management For For
1g Elect Director Joseph C. Papa Management For For
1h Elect Director John A. Paulson Management For For
1i Elect Director Robert N. Power Management For For
1j Elect Director Russel C. Robertson Management For For
1k Elect Director Thomas W. Ross, Sr. Management For For
1l Elect Director Andrew C. von Eschenbach Management For For
1m Elect Director Amy B. Wechsler Management For Withhold
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For Against
3 Approve PricewaterhouseCoopers LLP as Auditors and Authorize Board to Fix Their Remuneration Management For For
 
BECTON, DICKINSON AND COMPANY
MEETING DATE:  JAN 26, 2021
TICKER:  BDX       SECURITY ID:  075887109
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Catherine M. Burzik Management For For
1b Elect Director R. Andrew Eckert Management For For
1c Elect Director Vincent A. Forlenza Management For For
1d Elect Director Claire M. Fraser Management For For
1e Elect Director Jeffrey W. Henderson Management For For
1f Elect Director Christopher Jones Management For For
1g Elect Director Marshall O. Larsen Management For For
1h Elect Director David F. Melcher Management For For
1i Elect Director Thomas E. Polen Management For For
1j Elect Director Claire Pomeroy Management For For
1k Elect Director Rebecca W. Rimel Management For For
1l Elect Director Timothy M. Ring Management For For
1m Elect Director Bertram L. Scott 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 Reduce Ownership Threshold for Shareholders to Call Special Meeting Shareholder Against Against
 
BIONTECH SE
MEETING DATE:  JUN 22, 2021
TICKER:  BNTX       SECURITY ID:  09075V102
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1 Receive Financial Statements and Statutory Reports for Fiscal Year 2020 (Non-Voting) Management None None
2 Approve Discharge of Management Board for Fiscal Year 2020 Management For For
3 Approve Discharge of Supervisory Board for Fiscal Year 2020 Management For For
4 Ratify Ernst & Young GmbH as Auditors for Fiscal Year 2021 Management For For
5 Approve Creation of EUR 123.2 Million Pool of Capital with Partial Exclusion of Preemptive Rights Management For For
6 Amend Stock Option Plan 2017/2019 Management For For
7 Approve Stock Option Plan for Key Employees; Approve Creation of EUR 8.4 Million Pool of Conditional Capital to Guarantee Conversion Rights Management For For
8 Amend 2019 Resolution on the Repurchase and Reissuance of Shares Management For For
9 Amend 2019 Resolution on the Repurchase and Reissuance of Shares Management For For
10 Approve Remuneration Policy Management For For
11 Approve Remuneration of Supervisory Board Management For For
12 Cancel Affiliation Agreement with JPT Peptide Technologies GmbH Management For For
13.a Approve Affiliation Agreements with JPT Peptide Technologies GmbH Management For For
13.b Approve Affiliation Agreements with BioNTech Manufacturing Marburg GmbH Management For For
13.c Approve Affiliation Agreements with reSano GmbH Management For For
 
BLUEPRINT MEDICINES CORPORATION
MEETING DATE:  JUN 02, 2021
TICKER:  BPMC       SECURITY ID:  09627Y109
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director George D. Demetri Management For For
1.2 Elect Director Lynn Seely 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 06, 2021
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 Donna A. James Management For For
1e Elect Director Edward J. Ludwig Management For For
1f Elect Director Michael F. Mahoney Management For For
1g Elect Director David J. Roux Management For For
1h Elect Director John E. Sununu 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 Ratify Ernst & Young LLP as Auditors Management For For
4 Report on Non-Management Employee Representation on the Board of Directors Shareholder Against Against
 
BRISTOL-MYERS SQUIBB COMPANY
MEETING DATE:  MAY 04, 2021
TICKER:  BMY       SECURITY ID:  110122108
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1A Elect Director Peter J. Arduini Management For For
1B Elect Director Michael W. Bonney Management For For
1C Elect Director Giovanni Caforio Management For For
1D Elect Director Julia A. Haller Management For For
1E Elect Director Paula A. Price Management For For
1F Elect Director Derica W. Rice Management For For
1G Elect Director Theodore R. Samuels Management For For
1H Elect Director Gerald L. Storch Management For For
1I Elect Director Karen H. Vousden Management For For
1J Elect Director Phyllis R. Yale Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Approve Omnibus Stock Plan Management For For
4 Ratify Deloitte & Touche LLP as Auditors Management For For
5 Reduce Ownership Threshold for Special Shareholder Meetings to 15% Management For For
6 Require Independent Board Chair Shareholder Against Against
7 Provide Right to Act by Written Consent Shareholder Against Against
8 Reduce Ownership Threshold for Special Shareholder Meetings to 10% Shareholder Against Against
 
BRUKER CORPORATION
MEETING DATE:  JUN 04, 2021
TICKER:  BRKR       SECURITY ID:  116794108
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director William A. Linton Management For For
1.2 Elect Director Adelene Q. Perkins Management For For
1.3 Elect Director Robert Rosenthal Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Ratify PricewaterhouseCoopers LLP as Auditors Management For For
 
CATALENT, INC.
MEETING DATE:  OCT 29, 2020
TICKER:  CTLT       SECURITY ID:  148806102
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Madhavan "Madhu" Balachandran Management For For
1b Elect Director J. Martin Carroll Management For For
1c Elect Director Rolf Classon Management For For
1d Elect Director John J. Greisch Management For For
1e Elect Director Christa Kreuzburg Management For For
1f Elect Director Gregory T. Lucier 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
 
CHEMOCENTRYX, INC.
MEETING DATE:  MAY 20, 2021
TICKER:  CCXI       SECURITY ID:  16383L106
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Thomas J. Schall Management For For
1b Elect Director Joseph M. Feczko Management For For
2 Ratify Ernst & Young LLP as Auditors Management For For
3 Amend Omnibus Stock Plan Management For For
4 Amend Qualified Employee Stock Purchase Plan Management For For
5 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
 
ELANCO ANIMAL HEALTH INCORPORATED
MEETING DATE:  MAY 19, 2021
TICKER:  ELAN       SECURITY ID:  28414H103
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director William F. Doyle Management For For
1b Elect Director Art A. Garcia Management For For
1c Elect Director Denise Scots-Knight Management For For
1d Elect Director Jeffrey N. Simmons 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
 
ELI LILLY AND COMPANY
MEETING DATE:  MAY 03, 2021
TICKER:  LLY       SECURITY ID:  532457108
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Katherine Baicker Management For For
1b Elect Director J. Erik Fyrwald Management For For
1c Elect Director Jamere Jackson Management For For
1d Elect Director Gabrielle Sulzberger Management For For
1e Elect Director Jackson P. Tai 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 Declassify the Board of Directors Management For For
5 Eliminate Supermajority Vote Requirement Management For For
6 Report on Lobbying Payments and Policy Shareholder Against Against
7 Require Independent Board Chair Shareholder Against Against
8 Adopt Policy on Bonus Banking Shareholder Against Against
9 Clawback Disclosure of Recoupment Activity from Senior Officers Shareholder Against Against
 
GALAPAGOS NV
MEETING DATE:  APR 28, 2021
TICKER:  GLPG       SECURITY ID:  36315X101
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1 Receive Directors' and Auditors' Reports (Non-Voting) Management None None
2 Approve Financial Statements and Allocation of Income Management For For
3 Receive Auditors' Reports (Non-Voting) Management None None
4 Receive Consolidated Financial Statements and Statutory Reports (Non-Voting) Management None None
5 Approve Remuneration Report Management For Against
6 Approve Discharge of Directors and Auditors Management For For
7 Acknowledge Information on Auditors' Remuneration Management None None
8.1 Reelect Katrine Bosley as Independent Member of the Supervisory Board Management For For
8.2 Reelect Raj Parekh as Member of the Supervisory Board Management For For
 
GENERATION BIO CO.
MEETING DATE:  JUN 09, 2021
TICKER:  GBIO       SECURITY ID:  37148K100
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Jeffrey Jonas Management For For
1.2 Elect Director Geoff McDonough Management For For
1.3 Elect Director Donald Nicholson Management For For
2 Ratify Ernst & Young LLP as Auditors Management For For
 
GLAXOSMITHKLINE PLC
MEETING DATE:  MAY 05, 2021
TICKER:  GSK       SECURITY ID:  37733W105
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 Re-elect Sir Jonathan Symonds as Director Management For For
4 Re-elect Dame Emma Walmsley as Director Management For For
5 Re-elect Charles Bancroft as Director Management For For
6 Re-elect Vindi Banga as Director Management For For
7 Re-elect Dr Hal Barron as Director Management For For
8 Re-elect Dr Vivienne Cox as Director Management For For
9 Re-elect Lynn Elsenhans as Director Management For For
10 Re-elect Dr Laurie Glimcher as Director Management For For
11 Re-elect Dr Jesse Goodman as Director Management For For
12 Re-elect Iain Mackay as Director Management For For
13 Re-elect Urs Rohner as Director Management For For
14 Reappoint Deloitte LLP as Auditors Management For For
15 Authorise Board 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 Approve the Exemption from Statement of the Name of the Senior Statutory Auditor in Published Copies of the Auditors' Reports Management For For
22 Authorise the Company to Call General Meeting with Two Weeks' Notice Management For For
 
GUARDANT HEALTH, INC.
MEETING DATE:  JUN 16, 2021
TICKER:  GH       SECURITY ID:  40131M109
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Helmy Eltoukhy Management For For
1b Elect Director AmirAli Talasaz Management For For
1c Elect Director Bahija Jallal 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
 
HARMONY BIOSCIENCES HOLDINGS, INC.
MEETING DATE:  MAY 20, 2021
TICKER:  HRMY       SECURITY ID:  413197104
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Jeffrey S. Aronin Management For Withhold
1.2 Elect Director R. Mark Graf Management For For
1.3 Elect Director John C. Jacobs Management For Withhold
2 Ratify Deloitte & Touche LLP as Auditors Management For For
 
HARMONY BIOSCIENCES HOLDINGS, INC.
MEETING DATE:  MAY 20, 2021
TICKER:  HRMY       SECURITY ID:  HCA460000
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Jeffrey S. Aronin Management For Withhold
1.2 Elect Director R. Mark Graf Management For For
1.3 Elect Director John C. Jacobs Management For Withhold
2 Ratify Deloitte & Touche LLP as Auditors Management For For
 
HORIZON THERAPEUTICS PUBLIC LIMITED COMPANY
MEETING DATE:  APR 29, 2021
TICKER:  HZNP       SECURITY ID:  G46188101
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director William F. Daniel Management For For
1b Elect Director H. Thomas Watkins Management For For
1c Elect Director Pascale Witz 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 Authorize Market Purchases or Overseas Market Purchases of Ordinary Shares Management For For
5 Amend Omnibus Stock Plan Management For For
 
INNOVENT BIOLOGICS, INC.
MEETING DATE:  JUN 24, 2021
TICKER:  1801       SECURITY ID:  G4818G101
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1 Accept Financial Statements and Statutory Reports Management For For
2.1 Elect Shuyun Chen as Director Management For Against
2.2 Elect Kaixian Chen as Director Management For For
3 Authorize Board to Fix Remuneration of Directors Management For Against
4 Approve Deloitte Touche Tohmatsu 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
 
INNOVENT BIOLOGICS, INC.
MEETING DATE:  JUN 24, 2021
TICKER:  1801       SECURITY ID:  G4818G101
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Approve Grant of Restricted Shares to De-Chao Michael Yu Under the 2020 RS Plan Management For Against
1b Authorize Board to Deal with All Matters in Relation to the Grant of Restricted Shares to De-Chao Michael Yu Under the 2020 RS Plan Management For Against
2a Approve Grant of Restricted Shares to Ronald Hao Xi Ede Under the 2020 RS Plan Management For Against
2b Authorize Board to Deal with All Matters in Relation to the Grant of Restricted Shares to Ronald Hao Xi Ede Under the 2020 RS Plan Management For Against
3a Approve Grant of Restricted Shares to Charles Leland Cooney Under the 2020 RS Plan Management For Against
3b Authorize Board to Deal with All Matters in Relation to the Grant of Restricted Shares to Charles Leland Cooney Under the 2020 RS Plan Management For Against
4a Approve Grant of Restricted Shares to Joyce I-Yin Hsu Under the 2020 RS Plan Management For Against
4b Authorize Board to Deal with All Matters in Relation to the Grant of Restricted Shares to Joyce I-Yin Hsu Under the 2020 RS Plan Management For Against
5a Approve Grant of Restricted Shares to Kaixian Chen Under the 2020 RS Plan Management For Against
5b Authorize Board to Deal with All Matters in Relation to the Grant of Restricted Shares to Kaixian Chen Under the 2020 RS Plan Management For Against
 
INTRA-CELLULAR THERAPIES, INC.
MEETING DATE:  JUN 21, 2021
TICKER:  ITCI       SECURITY ID:  46116X101
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Michael Rawlins Management For For
1.2 Elect Director Joel S. Marcus Management For For
2 Increase Authorized Common Stock 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
 
JOHNSON & JOHNSON
MEETING DATE:  APR 22, 2021
TICKER:  JNJ       SECURITY ID:  478160104
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Mary C. Beckerle Management For For
1b Elect Director D. Scott Davis Management For For
1c Elect Director Ian E. L. Davis Management For For
1d Elect Director Jennifer A. Doudna Management For For
1e Elect Director Alex Gorsky Management For For
1f Elect Director Marillyn A. Hewson Management For For
1g Elect Director Hubert Joly Management For For
1h Elect Director Mark B. McClellan Management For For
1i Elect Director Anne M. Mulcahy Management For For
1j Elect Director Charles Prince Management For For
1k Elect Director A. Eugene Washington Management For For
1l Elect Director Mark A. Weinberger Management For For
1m Elect Director Nadja Y. West Management For For
1n Elect Director Ronald A. Williams 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 Government Financial Support and Access to COVID-19 Vaccines and Therapeutics Shareholder Against Against
5 Require Independent Board Chair Shareholder Against Against
6 Report on Civil Rights Audit Shareholder Against Against
7 Adopt Policy on Bonus Banking Shareholder Against Against
 
KALVISTA PHARMACEUTICALS, INC.
MEETING DATE:  OCT 01, 2020
TICKER:  KALV       SECURITY ID:  483497103
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Daniel B. Soland Management For For
1.2 Elect Director Edward W. Unkart 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
 
MEDAVAIL HOLDINGS, INC.
MEETING DATE:  JUN 29, 2021
TICKER:  MDVL       SECURITY ID:  554051920
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Ed Kilroy Management For For
1.2 Elect Director Gerard van Hamel Platerink Management For For
2 Ratify PricewaterhouseCoopers LLP as Auditors Management For For
3 Advisory Vote on Executive Compensation Approach Management For For
 
MERCK & CO., INC.
MEETING DATE:  MAY 25, 2021
TICKER:  MRK       SECURITY ID:  58933Y105
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Leslie A. Brun Management For For
1b Elect Director Mary Ellen Coe Management For For
1c Elect Director Pamela J. Craig Management For For
1d Elect Director Kenneth C. Frazier 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 Ratify PricewaterhouseCoopers LLP as Auditors Management For For
4 Provide Right to Act by Written Consent Shareholder Against Against
5 Report on Access to COVID-19 Products Shareholder Against Against
 
MERSANA THERAPEUTICS, INC.
MEETING DATE:  JUN 11, 2021
TICKER:  MRSN       SECURITY ID:  59045L106
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Willard H. Dere Management For For
1.2 Elect Director Martin H. Huber 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
 
NEKTAR THERAPEUTICS
MEETING DATE:  JUN 10, 2021
TICKER:  NKTR       SECURITY ID:  640268108
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Jeff Ajer Management For For
1b Elect Director Robert B. Chess Management For For
1c Elect Director Roy A. Whitfield Management For For
2 Amend Omnibus Stock Plan Management For Against
3 Ratify Ernst & Young LLP as Auditors Management For For
4 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
 
NOVARTIS AG
MEETING DATE:  MAR 02, 2021
TICKER:  NOVN       SECURITY ID:  66987V109
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1 Accept Financial Statements and Statutory Reports Management For For
2 Approve Discharge of Board and Senior Management Management For For
3 Approve Allocation of Income and Dividends of CHF 3.00 per Share Management For For
4 Approve CHF 16.3 Million Reduction in Share Capital via Cancellation of Repurchased Shares Management For For
5 Authorize Repurchase of up to CHF 10 Billion in Issued Share Capital Management For For
6.1 Approve Remuneration of Directors in the Amount of CHF 8.6 Million Management For For
6.2 Approve Maximum Remuneration of Executive Committee in the Amount of CHF 91 Million Management For For
6.3 Approve Remuneration Report Management For For
7.1 Reelect Joerg Reinhardt as Director and Board Chairman Management For For
7.2 Reelect Nancy Andrews as Director Management For For
7.3 Reelect Ton Buechner as Director Management For For
7.4 Reelect Patrice Bula as Director Management For For
7.5 Reelect Elizabeth Doherty as Director Management For For
7.6 Reelect Ann Fudge as Director Management For For
7.7 Reelect Bridgette Heller as Director Management For For
7.8 Reelect Frans van Houten as Director Management For For
7.9 Reelect Simon Moroney as Director Management For For
7.10 Reelect Andreas von Planta as Director Management For For
7.11 Reelect Charles Sawyers as Director Management For For
7.12 Elect Enrico Vanni as Director Management For For
7.13 Reelect William Winters as Director Management For For
8.1 Reappoint Patrice Bula as Member of the Compensation Committee Management For For
8.2 Reappoint Bridgette Heller as Member of the Compensation Committee Management For For
8.3 Reappoint Enrico Vanni as Member of the Compensation Committee Management For For
8.4 Reappoint William Winters as Member of the Compensation Committee Management For For
8.5 Appoint Simon Moroney as Member of the Compensation Committee Management For For
9 Ratify PricewaterhouseCoopers AG as Auditors Management For For
10 Designate Peter Zahn as Independent Proxy Management For For
11 Amend Articles Re: Board of Directors Tenure Management For For
12 Transact Other Business (Voting) Management For Against
 
PERRIGO COMPANY PLC
MEETING DATE:  MAY 12, 2021
TICKER:  PRGO       SECURITY ID:  G97822103
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Bradley A. Alford Management For For
1.2 Elect Director Orlando D. Ashford Management For For
1.3 Elect Director Rolf A. Classon Management For For
1.4 Elect Director Katherine C. Doyle Management For For
1.5 Elect Director Adriana Karaboutis Management For For
1.6 Elect Director Murray S. Kessler Management For For
1.7 Elect Director Jeffrey B. Kindler Management For For
1.8 Elect Director Erica L. Mann Management For For
1.9 Elect Director Donal O'Connor Management For For
1.10 Elect Director Geoffrey M. Parker Management For For
1.11 Elect Director Theodore R. Samuels Management For For
2 Approve Ernst & Young 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 Authorize Issue of Equity Management For For
5 Authorize Issuance of Equity without Preemptive Rights Management For For
 
PTC THERAPEUTICS, INC.
MEETING DATE:  JUN 08, 2021
TICKER:  PTCT       SECURITY ID:  69366J200
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Emma Reeve Management For For
1.2 Elect Director Michael Schmertzler Management For For
1.3 Elect Director Glenn D. Steele, Jr. Management For For
1.4 Elect Director Mary Smith Management For For
2 Increase Authorized Common Stock Management For For
3 Amend Qualified Employee Stock Purchase Plan 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
 
REATA PHARMACEUTICALS, INC.
MEETING DATE:  JUN 10, 2021
TICKER:  RETA       SECURITY ID:  75615P103
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director William D. McClellan, Jr. Management For For
1.2 Elect Director William E. Rose 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
 
ROYALTY PHARMA PLC
MEETING DATE:  JUN 24, 2021
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 William Ford Management For For
1g Elect Director M. Germano Giuliani 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 Advisory Vote on Say on Pay Frequency Management One Year One Year
4 Ratify Ernst & Young as Auditors Management For For
5 Accept Financial Statements and Statutory Reports Management For For
6 Approve Remuneration Policy Management For For
7 Approve Remuneration Report Management For For
8 Ratify Ernst & Young as U.K. Statutory Auditors Management For For
9 Authorise Board to Fix Remuneration of Auditors Management For For
 
SANOFI
MEETING DATE:  APR 30, 2021
TICKER:  SAN       SECURITY ID:  80105N105
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 Treatment of Losses and Dividends of EUR 3.20 per Share Management For For
4 Ratify Appointment of Gilles Schnepp as Director Management For For
5 Reelect Fabienne Lecorvaisier as Director Management For For
6 Reelect Melanie Lee as Director Management For For
7 Elect Barbara Lavernos as Director Management For For
8 Approve Compensation Report of Corporate Officers Management For For
9 Approve Compensation of Serge Weinberg, Chairman of the Board Management For For
10 Approve Compensation of Paul Hudson, CEO 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 Authorize Repurchase of Up to 10 Percent of Issued Share Capital Management For For
15 Authorize Decrease in Share Capital via Cancellation of Repurchased Shares Management For For
16 Authorize Issuance of Equity or Equity-Linked Securities with Preemptive Rights up to Aggregate Nominal Amount of EUR 997 Million Management For For
17 Authorize Issuance of Equity or Equity-Linked Securities without Preemptive Rights up to Aggregate Nominal Amount of EUR 240 Million Management For For
18 Approve Issuance of Equity or Equity-Linked Securities for Private Placements, up to Aggregate Nominal Amount of EUR 240 Million Management For For
19 Approve Issuance of Debt Securities Giving Access to New Shares of Subsidiaries and/or Debt Securities, up to Aggregate Amount of EUR 7 Billion Management For For
20 Authorize Board to Increase Capital in the Event of Additional Demand Related to Delegation Submitted to Shareholder Vote Above Management For For
21 Authorize Capital Increase of up to 10 Percent of Issued Capital for Contributions in Kind Management For For
22 Authorize Capitalization of Reserves of Up to EUR 500 Million for Bonus Issue or Increase in Par Value Management For For
23 Authorize Capital Issuances for Use in Employee Stock Purchase Plans Management For For
24 Authorize up to 5 Percent of Issued Capital for Use in Restricted Stock Plans Management For For
25 Amend Article 13 of Bylaws Re: Written Consultation Management For For
26 Amend Articles 14 and 17 of Bylaws Re: Board Powers and Censors Management For For
27 Authorize Filing of Required Documents/Other Formalities Management For For
 
SARTORIUS STEDIM BIOTECH SA
MEETING DATE:  MAR 24, 2021
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 0.68 per Share Management For For
4 Approve Auditors' Special Report on Related-Party Transactions Management For Against
5 Approve Remuneration of Directors in the Aggregate Amount of EUR 313,800 Management For For
6 Approve Compensation of Corporate Officers Management For For
7 Approve Compensation of Joachim Kreuzburg, Chairman and CEO Management For Against
8 Approve Remuneration Policy of Corporate Officers Management For Against
9 Authorize Repurchase of Up to 0.10 Percent of Issued Share Capital Management For For
10 Reelect Anne-Marie Graffin as Director Management For For
11 Reelect Susan Dexter as Director Management For For
12 Renew Appointment of KPMG as Auditor Management For For
13 Acknowledge End of Mandate of Salustro Reydel as Alternate Auditor and Decision to Neither Replace Nor Renew Management For For
14 Authorize Filing of Required Documents/Other Formalities Management For For
15 Authorize Decrease in Share Capital via Cancellation of Repurchased Shares Management For For
16 Authorize Filing of Required Documents/Other Formalities Management For For
 
SPRINGWORKS THERAPEUTICS, INC.
MEETING DATE:  MAY 20, 2021
TICKER:  SWTX       SECURITY ID:  85205L107
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Freda Lewis-Hall Management For For
1.2 Elect Director Jeffrey Schwartz 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
 
TG THERAPEUTICS, INC.
MEETING DATE:  JUN 16, 2021
TICKER:  TGTX       SECURITY ID:  88322Q108
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Laurence N. Charney Management For Withhold
1.2 Elect Director Yann Echelard Management For Withhold
1.3 Elect Director William J. Kennedy Management For Withhold
1.4 Elect Director Kenneth Hoberman Management For Withhold
1.5 Elect Director Daniel Hume Management For Withhold
1.6 Elect Director Sagar Lonial Management For Withhold
1.7 Elect Director Michael S. Weiss Management For For
2 Increase Authorized Common Stock Management For For
3 Ratify KPMG LLP as Auditors Management For For
 
TRANSLATE BIO, INC.
MEETING DATE:  JUN 16, 2021
TICKER:  TBIO       SECURITY ID:  89374L104
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Owen Hughes Management For For
1.2 Elect Director Ronald C. Renaud, 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 PricewaterhouseCoopers LLP as Auditors Management For For
 
UCB SA
MEETING DATE:  APR 29, 2021
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 1.27 per Share Management For For
5 Approve Remuneration Report Management For For
6 Approve Remuneration Policy Management For For
7 Approve Discharge of Directors Management For For
8 Approve Discharge of Auditors Management For For
9.1.A Elect Stefan Oschmann as Director Management For For
9.1.B Indicate Stefan Oschmann as Independent Director Management For For
9.2 Elect Fiona du Monceau as Director Management For For
9.3.A Ratify the Co-optation of Susan Gasser as Independent Director Management For For
9.3.B Elect Susan Gasser as Director Management For For
9.3.C Indicate Susan Gasser as Independent Director Management For For
9.4.A Elect Jonathan Peacock as Director Management For For
9.4.B Indicate Jonathan Peacock as Independent Director Management For For
9.5.A Reelect Albrecht De Graeve as Director Management For For
9.5.B Indicate Albrecht De Graeve as Independent Director Management For For
9.6.A Elect Viviane Monges as Director Management For For
9.6.B Indicate Viviane Monges as Independent Director Management For For
10 Ratify Mazars as Auditors Management For For
11 Approve Long-Term Incentive Plans - Program of Free Allocation of Shares Management For For
12.1 Approve Change-of-Control Clause Re: EMTN Program Management For For
 
UNIQURE N.V.
MEETING DATE:  DEC 01, 2020
TICKER:  QURE       SECURITY ID:  N90064101
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1 Elect Robert Gut as Non-Executive Director Management For For
 
UNIQURE N.V.
MEETING DATE:  JUN 16, 2021
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 David Meek Management For For
4 Elect Director Paula Soteropoulos Management For For
5 Amend Omnibus Stock Plan Management For For
6 Grant Board Authority to Issue Shares and Options Management For For
7 Grant Board Authority to Issue Shares and Restrict/Exclude Preemptive Rights Management For For
8 Authorize Repurchase of Up to 10 Percent of Issued Share Capital Management For For
9 Ratify KPMG Accountants N.V. as Auditors Management For For
10 Increase Authorized Common Stock Management For For
11 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
 
VERTEX PHARMACEUTICALS INCORPORATED
MEETING DATE:  MAY 19, 2021
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 Yuchun Lee Management For For
1.7 Elect Director Jeffrey Leiden Management For For
1.8 Elect Director Margaret McGlynn Management For For
1.9 Elect Director Diana McKenzie Management For For
1.10 Elect Director Bruce Sachs 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 Report on Lobbying Payments and Policy Shareholder Against Against
5 Report on Political Contributions and Expenditures Shareholder Against Against
 
XENCOR, INC.
MEETING DATE:  JUN 24, 2021
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 Yujiro S. Hata Management For For
1.6 Elect Director A. Bruce Montgomery Management For For
1.7 Elect Director Richard J. Ranieri Management For For
1.8 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
 
ZOETIS INC.
MEETING DATE:  MAY 20, 2021
TICKER:  ZTS       SECURITY ID:  98978V103
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Sanjay Khosla Management For For
1b Elect Director Antoinette R. Leatherberry Management For For
1c Elect Director Willie M. Reed Management For For
1d Elect Director Linda Rhodes Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Ratify KPMG LLP as Auditor Management For For
4 Adopt Simple Majority Vote Shareholder Against For
 
ZOGENIX, INC.
MEETING DATE:  MAY 27, 2021
TICKER:  ZGNX       SECURITY ID:  98978L204
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director James B. Breitmeyer Management For For
1b Elect Director Stephen J. Farr Management For For
1c Elect Director Mary E. Stutts 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 Against
5 Increase Authorized Common Stock Management For For

VOTE SUMMARY REPORT
SELECT RETAILING PORTFOLIO
07/01/2020 - 06/30/2021

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.

 
ADIDAS AG
MEETING DATE:  AUG 11, 2020
TICKER:  ADS       SECURITY ID:  D0066B185
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1 Receive Financial Statements and Statutory Reports for Fiscal 2019 (Non-Voting) Management None None
2 Approve Allocation of Income and Omission of Dividends Management For For
3 Approve Discharge of Management Board for Fiscal 2019 Management For For
4 Approve Discharge of Supervisory Board for Fiscal 2019 Management For For
5 Amend Articles Re: Electronic Participation Management For For
6 Elect Christian Klein to the Supervisory Board Management For For
7 Ratify KPMG AG as Auditors for Fiscal 2020 Management For For
 
ALPHABET INC.
MEETING DATE:  JUN 02, 2021
TICKER:  GOOGL       SECURITY ID:  02079K305
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Larry Page Management For For
1b Elect Director Sergey Brin Management For For
1c Elect Director Sundar Pichai Management For For
1d Elect Director John L. Hennessy Management For For
1e Elect Director Frances H. Arnold Management For For
1f Elect Director L. John Doerr Management For For
1g Elect Director Roger W. Ferguson, Jr. Management For For
1h Elect Director Ann Mather Management For For
1i Elect Director Alan R. Mulally Management For For
1j Elect Director K. Ram Shriram Management For For
1k Elect Director Robin L. Washington Management For For
2 Ratify Ernst & Young LLP as Auditors Management For For
3 Approve Omnibus Stock Plan Management For For
4 Approve Recapitalization Plan for all Stock to Have One-vote per Share Shareholder Against For
5 Require Independent Director Nominee with Human and/or Civil Rights Experience Shareholder Against Against
6 Assess Feasibility of Including Sustainability as a Performance Measure for Senior Executive Compensation Shareholder Against Against
7 Report on Takedown Requests Shareholder Against Against
8 Report on Whistleblower Policies and Practices Shareholder Against Against
9 Report on Charitable Contributions Shareholder Against Against
10 Report on Risks Related to Anticompetitive Practices Shareholder Against Against
11 Amend Certificate of Incorporation to Become a Public Benefit Corporation Shareholder Against Against
 
AMAZON.COM, INC.
MEETING DATE:  MAY 26, 2021
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 Keith B. Alexander Management For For
1c Elect Director Jamie S. Gorelick Management For For
1d Elect Director Daniel P. Huttenlocher Management For For
1e Elect Director Judith A. McGrath Management For For
1f Elect Director Indra K. Nooyi Management For For
1g Elect Director Jonathan J. Rubinstein Management For For
1h Elect Director Thomas O. Ryder Management For For
1i Elect Director Patricia Q. Stonesifer Management For For
1j Elect Director Wendell P. Weeks Management For For
2 Ratify Ernst & Young LLP as Auditor Management For For
3 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
4 Report on Customers' Use of its Surveillance and Computer Vision Products Capabilities or Cloud Products Contribute to Human Rights Violations Shareholder Against Against
5 Require Independent Board Chair Shareholder Against Against
6 Report on Gender/Racial Pay Gap Shareholder Against Against
7 Report on Promotion Data Shareholder Against Against
8 Report on the Impacts of Plastic Packaging Shareholder Against For
9 Oversee and Report on a Civil Rights, Equity, Diversity and Inclusion Audit Shareholder Against Against
10 Adopt a Policy to Include Hourly Employees as Director Candidates Shareholder Against Against
11 Report on Board Oversight of Risks Related to Anti-Competitive Practices Shareholder Against Against
12 Reduce Ownership Threshold for Shareholders to Call Special Meeting Shareholder Against Against
13 Report on Lobbying Payments and Policy Shareholder Against Against
14 Report on Potential Human Rights Impacts of Customers' Use of Rekognition Shareholder Against Against
 
AMERICAN EAGLE OUTFITTERS, INC.
MEETING DATE:  JUN 03, 2021
TICKER:  AEO       SECURITY ID:  02553E106
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Janice E. Page Management For For
1.2 Elect Director David M. Sable Management For For
1.3 Elect Director Noel J. Spiegel 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
 
ARITZIA INC.
MEETING DATE:  SEP 16, 2020
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 Ryan Holmes 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
 
AUTOZONE, INC.
MEETING DATE:  DEC 16, 2020
TICKER:  AZO       SECURITY ID:  053332102
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Douglas H. Brooks Management For For
1.2 Elect Director Linda A. Goodspeed Management For For
1.3 Elect Director Earl G. Graves, Jr. Management For For
1.4 Elect Director Enderson Guimaraes Management For For
1.5 Elect Director Michael M. Calbert Management For For
1.6 Elect Director D. Bryan Jordan Management For For
1.7 Elect Director Gale V. King Management For For
1.8 Elect Director George R. Mrkonic, Jr. Management For For
1.9 Elect Director William C. Rhodes, III Management For For
1.10 Elect Director Jill A. Soltau 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 Approve Omnibus Stock Plan Management For For
 
BEST BUY CO., INC.
MEETING DATE:  JUN 16, 2021
TICKER:  BBY       SECURITY ID:  086516101
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Corie S. Barry Management For For
1b Elect Director Lisa M. Caputo Management For For
1c Elect Director J. Patrick Doyle Management For For
1d Elect Director David W. Kenny Management For For
1e Elect Director Mario J. Marte Management For For
1f Elect Director Karen A. McLoughlin Management For For
1g Elect Director Thomas L. "Tommy" Millner Management For For
1h Elect Director Claudia F. Munce Management For For
1i Elect Director Richelle P. Parham Management For For
1j Elect Director Steven E. Rendle Management For For
1k Elect Director Eugene A. Woods 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 Act by Written Consent Shareholder Against Against
 
BJ'S WHOLESALE CLUB HOLDINGS, INC.
MEETING DATE:  JUN 17, 2021
TICKER:  BJ       SECURITY ID:  05550J101
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Christopher J. Baldwin Management For For
1.2 Elect Director Ken Parent Management For For
1.3 Elect Director Robert Steele Management For For
2 Ratify PricewaterhouseCoopers LLP as Auditors Management For For
3 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
 
BOOKING HOLDINGS INC.
MEETING DATE:  JUN 03, 2021
TICKER:  BKNG       SECURITY ID:  09857L108
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Timothy M. Armstrong Management For For
1.2 Elect Director Glenn D. Fogel Management For For
1.3 Elect Director Mirian M. Graddick-Weir Management For For
1.4 Elect Director Wei Hopeman Management For For
1.5 Elect Director Robert J. Mylod, Jr. Management For For
1.6 Elect Director Charles H. Noski 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 Bob van Dijk Management For For
1.10 Elect Director Lynn M. Vojvodich 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 Amend Omnibus Stock Plan Management For For
4 Ratify Deloitte & Touche LLP as Auditors Management For For
5 Provide Right to Act by Written Consent Management For For
6 Provide Right to Act by Written Consent Shareholder Against Against
7 Report on Annual Climate Transition Shareholder Against For
8 Annual Investor Advisory Vote on Climate Plan Shareholder Against For
 
BURLINGTON STORES, INC.
MEETING DATE:  MAY 19, 2021
TICKER:  BURL       SECURITY ID:  122017106
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Michael Goodwin Management For For
1.2 Elect Director William P. McNamara Management For For
1.3 Elect Director Michael O'Sullivan Management For For
1.4 Elect Director Jessica Rodriguez 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 Report on Pay Disparity Shareholder Against Against
 
CAESARS ENTERTAINMENT, INC.
MEETING DATE:  JUN 15, 2021
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 For
1.5 Elect Director Don R. Kornstein Management For For
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 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 Authorize New Class of Preferred Stock Management For For
 
CANADA GOOSE HOLDINGS INC.
MEETING DATE:  AUG 12, 2020
TICKER:  GOOS       SECURITY ID:  135086106
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Dani Reiss Management For For
1.2 Elect Director Ryan Cotton Management For For
1.3 Elect Director Joshua Bekenstein Management For For
1.4 Elect Director Stephen Gunn Management For For
1.5 Elect Director Jean-Marc Huet Management For For
1.6 Elect Director John Davison Management For For
1.7 Elect Director Maureen Chiquet Management For Withhold
1.8 Elect Director Jodi Butts Management For For
2 Approve Deloitte LLP as Auditors and Authorize Board to Fix Their Remuneration Management For For
 
CAPRI HOLDINGS LIMITED
MEETING DATE:  SEP 23, 2020
TICKER:  CPRI       SECURITY ID:  G1890L107
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director John D. Idol Management For For
1b Elect Director Robin Freestone Management For For
1c Elect Director Ann Korologos 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
 
CARVANA CO.
MEETING DATE:  MAY 03, 2021
TICKER:  CVNA       SECURITY ID:  146869102
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Ernest Garcia, III Management For For
1.2 Elect Director Ira Platt Management For For
2 Approve Qualified Employee Stock Purchase Plan Management For For
3 Ratify Grant Thornton LLP as Auditors Management For For
4 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
 
CINEMARK HOLDINGS, INC.
MEETING DATE:  MAY 20, 2021
TICKER:  CNK       SECURITY ID:  17243V102
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Darcy Antonellis Management For For
1.2 Elect Director Carlos Sepulveda Management For For
1.3 Elect Director Mark Zoradi Management For For
2 Ratify Deloitte and Touche, LLP as Auditors Management For For
3 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
 
COSTCO WHOLESALE CORPORATION
MEETING DATE:  JAN 21, 2021
TICKER:  COST       SECURITY ID:  22160K105
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Susan L. Decker Management For For
1.2 Elect Director Kenneth D. Denman Management For For
1.3 Elect Director Richard A. Galanti Management For For
1.4 Elect Director W. Craig Jelinek Management For For
1.5 Elect Director Sally Jewell Management For For
1.6 Elect Director Charles T. Munger Management For For
1.7 Elect Director Jeffrey S. Raikes Management For For
2 Ratify KPMG LLP as Auditors Management For For
3 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
 
DOLLAR GENERAL CORPORATION
MEETING DATE:  MAY 26, 2021
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 Patricia D. Fili-Krushel Management For For
1d Elect Director Timothy I. McGuire Management For For
1e Elect Director William C. Rhodes, III Management For For
1f Elect Director Debra A. Sandler Management For For
1g Elect Director Ralph E. Santana Management For For
1h Elect Director Todd J. Vasos 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 Omnibus Stock Plan Management For For
5 Provide Right to Call Special Meeting of the total of 25% of Outstanding Common Stock Management For For
6 Provide Right to Call A Special Meeting of the total of 10% of Outstanding Common Stock Shareholder Against Against
 
DOLLAR TREE, INC.
MEETING DATE:  JUN 10, 2021
TICKER:  DLTR       SECURITY ID:  256746108
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Arnold S. Barron Management For For
1b Elect Director Gregory M. Bridgeford Management For For
1c Elect Director Thomas W. Dickson Management For For
1d Elect Director Lemuel E. Lewis Management For For
1e Elect Director Jeffrey G. Naylor Management For For
1f Elect Director Winnie Y. Park Management For For
1g Elect Director Bob Sasser Management For For
1h Elect Director Stephanie P. Stahl Management For For
1i Elect Director Carrie A. Wheeler Management For For
1j Elect Director Thomas E. Whiddon Management For For
1k Elect Director Michael A. Witynski 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 Approve Omnibus Stock Plan Management For For
 
EXPEDIA GROUP, INC.
MEETING DATE:  JUN 09, 2021
TICKER:  EXPE       SECURITY ID:  30212P303
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Samuel Altman Management For For
1b Elect Director Beverly Anderson Management For For
1c Elect Director Susan Athey Management For For
1d Elect Director Chelsea Clinton Management For For
1e Elect Director Barry Diller Management For For
1f Elect Director Jon Gieselman - Withdrawn Management None None
1g Elect Director Craig Jacobson Management For For
1h Elect Director Peter Kern Management For For
1i Elect Director Dara Khosrowshahi Management For For
1j Elect Director Patricia Menendez-Cambo Management For For
1k Elect Director Greg Mondre Management For For
1l Elect Director David Sambur - Withdrawn Management None None
1m Elect Director Alex von Furstenberg Management For For
1n Elect Director Julie Whalen Management For For
2 Amend Qualified Employee Stock Purchase Plan Management For For
3 Ratify Ernst & Young LLP as Auditors Management For For
4 Report on Political Contributions and Expenditures Shareholder Against Against
 
FACEBOOK, INC.
MEETING DATE:  MAY 26, 2021
TICKER:  FB       SECURITY ID:  30303M102
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Peggy Alford Management For For
1.2 Elect Director Marc L. Andreessen Management For For
1.3 Elect Director Andrew W. Houston Management For For
1.4 Elect Director Nancy Killefer Management For For
1.5 Elect Director Robert M. Kimmitt Management For For
1.6 Elect Director Sheryl K. Sandberg Management For For
1.7 Elect Director Peter A. Thiel Management For For
1.8 Elect Director Tracey T. Travis Management For For
1.9 Elect Director Mark Zuckerberg Management For For
2 Ratify Ernst & Young LLP as Auditors Management For For
3 Amend Non-Employee Director Compensation Policy Management For Against
4 Approve Recapitalization Plan for all Stock to Have One-vote per Share Shareholder Against For
5 Require Independent Board Chair Shareholder Against Against
6 Report on Online Child Sexual Exploitation Shareholder Against Against
7 Require Independent Director Nominee with Human and/or Civil Rights Experience Shareholder Against Against
8 Report on Platform Misuse Shareholder Against For
9 Amend Certificate of Incorporation to Become a Public Benefit Corporation Shareholder Against Against
 
FIVE BELOW, INC.
MEETING DATE:  JUN 15, 2021
TICKER:  FIVE       SECURITY ID:  33829M101
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Dinesh S. Lathi Management For For
1b Elect Director Richard L. Markee Management For For
1c Elect Director Thomas G. Vellios Management For For
1d Elect Director Zuhairah S. Washington Management For For
2 Ratify KPMG LLP as Auditors Management For For
3 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
 
FLOOR & DECOR HOLDINGS, INC.
MEETING DATE:  MAY 12, 2021
TICKER:  FND       SECURITY ID:  339750101
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Norman H. Axelrod Management For For
1b Elect Director Ryan Marshall Management For For
1c Elect Director Richard L. Sullivan Management For For
1d Elect Director Felicia D. Thornton 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 Declassify the Board of Directors Management For For
5 Eliminate Supermajority Vote Requirements Management For For
 
G-III APPAREL GROUP, LTD.
MEETING DATE:  JUN 10, 2021
TICKER:  GIII       SECURITY ID:  36237H101
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Morris Goldfarb Management For For
1.2 Elect Director Sammy Aaron Management For For
1.3 Elect Director Thomas J. Brosig Management For For
1.4 Elect Director Alan Feller Management For For
1.5 Elect Director Jeffrey Goldfarb Management For For
1.6 Elect Director Victor Herrero Management For For
1.7 Elect Director Robert L. Johnson Management For For
1.8 Elect Director Jeanette Nostra Management For For
1.9 Elect Director Laura Pomerantz Management For Withhold
1.10 Elect Director Willem van Bokhorst Management For Withhold
1.11 Elect Director Cheryl Vitali Management For For
1.12 Elect Director Richard White Management For Withhold
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For Against
3 Amend Omnibus Stock Plan Management For For
4 Ratify Ernst & Young LLP as Auditors Management For For
 
HUBSPOT, INC.
MEETING DATE:  JUN 03, 2021
TICKER:  HUBS       SECURITY ID:  443573100
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Brian Halligan Management For For
1b Elect Director Ron Gill Management For For
1c Elect Director Jill Ward Management For For
2 Ratify PricewaterhouseCoopers LLP as Auditors Management For For
3 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
 
KOHL'S CORPORATION
MEETING DATE:  MAY 12, 2021
TICKER:  KSS       SECURITY ID:  500255104
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Michael J. Bender Management For For
1.2 Elect Director Peter Boneparth Management For For
1.3 Elect Director Steven A. Burd Management For For
1.4 Elect Director Yael Cosset Management For For
1.5 Elect Director H. Charles Floyd Management For For
1.6 Elect Director Michelle Gass Management For For
1.7 Elect Director Robbin Mitchell Management For For
1.8 Elect Director Jonas Prising Management For For
1.9 Elect Director John E. Schlifske Management For For
1.10 Elect Director Adrianne Shapira Management For For
1.11 Elect Director Frank V. Sica Management For For
1.12 Elect Director Stephanie A. Streeter 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 Provide Right to Act by Written Consent Shareholder Against Against
 
LOWE'S COMPANIES, INC.
MEETING DATE:  MAY 28, 2021
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 Angela F. Braly 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 Mary Beth West Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Ratify Deloitte & Touche LLP as Auditor Management For For
4 Amend Proxy Access Right Shareholder Against Against
 
LULULEMON ATHLETICA INC.
MEETING DATE:  JUN 09, 2021
TICKER:  LULU       SECURITY ID:  550021109
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Calvin McDonald Management For For
1b Elect Director Martha Morfitt Management For For
1c Elect Director Emily White Management For For
1d Elect Director Kourtney Gibson Management For For
2 Ratify PricewaterhouseCoopers LLP as Auditors Management For For
3 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
 
LVMH MOET HENNESSY LOUIS VUITTON SE
MEETING DATE:  APR 15, 2021
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 6.00 per Share Management For For
4 Approve Auditors' Special Report on Related-Party Transactions Management For For
5 Reelect Antoine Arnault as Director Management For For
6 Reelect Nicolas Bazire as Director Management For Against
7 Reelect Charles de Croisset as Director Management For For
8 Reelect Yves-Thibault de Silguy as Director Management For For
9 Appoint Olivier Lenel as Alternate Auditor Management For For
10 Approve Amendment of Remuneration Policy of Directors Re: FY 2020 Management For For
11 Approve Amendment of Remuneration Policy of Executive Corporate Officers Re: FY 2020 Management For For
12 Approve Compensation of Corporate Officers Management For For
13 Approve Compensation of Bernard Arnault, Chairman and CEO Management For For
14 Approve Compensation of Antonio Belloni, Vice-CEO Management For For
15 Approve Remuneration Policy of Directors Management For For
16 Approve Remuneration Policy of Chairman and CEO Management For For
17 Approve Remuneration Policy of Vice-CEO Management For For
18 Authorize Repurchase of Up to 10 Percent of Issued Share Capital Management For For
19 Authorize Decrease in Share Capital via Cancellation of Repurchased Shares Management For For
20 Authorize Capitalization of Reserves of Up to EUR 20 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 20 Million Management For For
22 Authorize Issuance of Equity or Equity-Linked Securities without Preemptive Rights up to Aggregate Nominal Amount of EUR 20 Million Management For For
23 Approve Issuance of Equity or Equity-Linked Securities for Qualified Investors, up to Aggregate Nominal Amount of EUR 20 Million Management For For
24 Authorize Board to Increase Capital in the Event of Additional Demand Related to Delegation Submitted to Shareholder Vote Above Management For For
25 Authorize Capital Increase of Up to EUR 20 Million for Future Exchange Offers Management For For
26 Authorize Capital Increase of up to 10 Percent of Issued Capital for Contributions in Kind Management For For
27 Authorize up to 1 Percent of Issued Capital for Use in Stock Option Plans Management For For
28 Authorize Capital Issuances for Use in Employee Stock Purchase Plans Management For For
29 Set Total Limit for Capital Increase to Result from Issuance Requests Under Items 21-26 at EUR 20 Million Management For For
30 Amend Article 22 of Bylaws Re: Auditors Management For For
 
LVMH MOET HENNESSY LOUIS VUITTON SE
MEETING DATE:  MAY 28, 2021
TICKER:  MC       SECURITY ID:  F58485115
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1 Authorize Repurchase of Up to 10 Percent of Issued Share Capital Management For For
 
LYFT, INC.
MEETING DATE:  JUN 17, 2021
TICKER:  LYFT       SECURITY ID:  55087P104
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director John Zimmer Management For For
1.2 Elect Director Valerie Jarrett Management For For
1.3 Elect Director David Lawee 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 Lobbying Payments and Policy Shareholder Against For
 
MANHATTAN ASSOCIATES, INC.
MEETING DATE:  MAY 13, 2021
TICKER:  MANH       SECURITY ID:  562750109
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Deepak Raghavan Management For For
1b Elect Director Edmond I. Eger, III Management For For
1c Elect Director Linda T. Hollembaek 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
 
MARRIOTT INTERNATIONAL, INC.
MEETING DATE:  MAY 07, 2021
TICKER:  MAR       SECURITY ID:  571903202
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director J.W. Marriott, Jr. Management For For
1b Elect Director Anthony G. Capuano Management For For
1c Elect Director Deborah Marriott Harrison Management For For
1d Elect Director Frederick A. 'Fritz' Henderson Management For For
1e Elect Director Eric Hippeau Management For For
1f Elect Director Lawrence W. Kellner 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 George Munoz 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 Auditor Management For For
3 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
4a Eliminate Supermajority Vote Requirement for Removal of Directors Management For For
4b Eliminate Supermajority Vote Requirement to Amend Certificate of Incorporation Management For For
4c Eliminate Supermajority Vote Requirement to Amend Certain Bylaws Provisions Management For For
4d Eliminate Supermajority Vote Requirement for Certain Transactions Management For For
4e Eliminate Supermajority Vote Requirement for Certain Business Combinations Management For For
 
MERCADOLIBRE, INC.
MEETING DATE:  JUN 08, 2021
TICKER:  MELI       SECURITY ID:  58733R102
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Nicolas Galperin Management For For
1.2 Elect Director Henrique Dubugras Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Ratify Deloitte & Co. S.A as Auditors Management For For
 
MYT NETHERLANDS PARENT BV
MEETING DATE:  JUN 30, 2021
TICKER:  MYTE       SECURITY ID:  55406W103
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1 Open Meeting (Non-Voting) Management None None
2 Receive Annual Report for Fiscal Year 2020 (Non-Voting) Management None None
3 Accept Financial Statements and Statutory Reports for Fiscal Year 2020 Management For For
4 Approve Dividend Distribution Policy (Non-Voting) Management None None
5 Approve Allocation of Income (Non-Voting) Management None None
6.1 Approve Discharge of Management Board for Fiscal Year 2020 Management For For
6.2 Approve Discharge of Supervisory Board for Fiscal Year 2020 Management For For
7 Ratify KPMG as Auditors for Fiscal Year 2021 Management For For
8.1 Elect Nora Aufreiter to the Supervisory Board Management For For
8.2 Approve Remuneration of Supervisory Board Member Nora Aufreiter Management For For
8.3 Approve Remuneration of Supervisory Board Member Dennis Gies from July 1, 2021 Management For For
 
NORDSTROM, INC.
MEETING DATE:  MAY 19, 2021
TICKER:  JWN       SECURITY ID:  655664100
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Shellye L. Archambeau Management For For
1b Elect Director Stacy Brown-Philpot Management For For
1c Elect Director James L. Donald Management For For
1d Elect Director Kirsten A. Green Management For For
1e Elect Director Glenda G. McNeal Management For For
1f Elect Director Erik B. Nordstrom Management For For
1g Elect Director Peter E. Nordstrom Management For For
1h Elect Director Brad D. Smith Management For For
1i Elect Director Bradley D. Tilden Management For For
1j Elect Director Mark J. Tritton 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
 
OLLIE'S BARGAIN OUTLET HOLDINGS, INC.
MEETING DATE:  JUN 17, 2021
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 Thomas Hendrickson Management For For
1d Elect Director John Swygert Management For For
1e 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
 
PERFORMANCE FOOD GROUP COMPANY
MEETING DATE:  NOV 19, 2020
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 Barbara J. Beck Management For For
1c Elect Director Matthew C. Flanigan Management For For
1d Elect Director David V. Singer Management For For
1e Elect Director Meredith Adler Management For For
1f Elect Director Jeffrey M. Overly 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
 
PVH CORP.
MEETING DATE:  JUN 17, 2021
TICKER:  PVH       SECURITY ID:  693656100
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Brent Callinicos Management For For
1b Elect Director George Cheeks Management For For
1c Elect Director Emanuel Chirico Management For For
1d Elect Director Joseph B. Fuller Management For For
1e Elect Director Stefan Larsson Management For For
1f Elect Director V. James Marino Management For For
1g Elect Director G. Penny McIntyre Management For For
1h Elect Director Amy McPherson Management For For
1i Elect Director Henry Nasella Management For For
1j Elect Director Allison Peterson Management For For
1k Elect Director Edward R. Rosenfeld Management For For
1l Elect Director Judith Amanda Sourry Knox 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
 
ROSS STORES, INC.
MEETING DATE:  MAY 19, 2021
TICKER:  ROST       SECURITY ID:  778296103
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director K. Gunnar Bjorklund Management For For
1b Elect Director Michael J. Bush Management For For
1c Elect Director Sharon D. Garrett Management For For
1d Elect Director Michael J. Hartshorn Management For For
1e Elect Director Stephen D. Milligan Management For For
1f Elect Director Patricia H. Mueller Management For For
1g Elect Director George P. Orban Management For For
1h Elect Director Gregory L. Quesnel Management For For
1i Elect Director Larree M. Renda Management For For
1j Elect Director Barbara Rentler Management For For
1k Elect Director Doniel N. Sutton 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 Adopt Share Retention Policy For Senior Executives *Withdrawn Resolution* Shareholder None None
 
TARGET CORPORATION
MEETING DATE:  JUN 09, 2021
TICKER:  TGT       SECURITY ID:  87612E106
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Douglas M. Baker, Jr. Management For For
1b Elect Director George S. Barrett Management For For
1c Elect Director Brian C. Cornell Management For For
1d Elect Director Robert L. Edwards Management For For
1e Elect Director Melanie L. Healey Management For For
1f Elect Director Donald R. Knauss Management For For
1g Elect Director Christine A. Leahy Management For For
1h Elect Director Monica C. Lozano Management For For
1i Elect Director Mary E. Minnick Management For For
1j Elect Director Derica W. Rice Management For For
1k Elect Director Kenneth L. Salazar 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 Amend Proxy Access Right Shareholder Against Against
 
THE HOME DEPOT, INC.
MEETING DATE:  MAY 20, 2021
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 Helena B. Foulkes 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 Craig A. Menear 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 Shareholder Written Consent Provisions Shareholder Against Against
5 Report on Political Contributions Congruency Analysis Shareholder Against Against
6 Report on Prison Labor in the Supply Chain Shareholder Against Against
 
THE REALREAL, INC.
MEETING DATE:  JUN 15, 2021
TICKER:  REAL       SECURITY ID:  88339P101
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Robert Krolik Management For Withhold
1.2 Elect Director Niki Leondakis Management For Withhold
1.3 Elect Director Emma Grede 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
 
THE TJX COMPANIES, INC.
MEETING DATE:  JUN 08, 2021
TICKER:  TJX       SECURITY ID:  872540109
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Zein Abdalla Management For For
1b Elect Director Jose B. Alvarez Management For For
1c Elect Director Alan M. Bennett Management For For
1d Elect Director Rosemary T. Berkery Management For For
1e Elect Director David T. Ching Management For For
1f Elect Director C. Kim Goodwin Management For For
1g Elect Director Ernie Herrman Management For For
1h Elect Director Michael F. Hines Management For For
1i Elect Director Amy B. Lane Management For For
1j Elect Director Carol Meyrowitz Management For For
1k Elect Director Jackwyn L. Nemerov Management For For
1l Elect Director John F. O'Brien Management For For
2 Ratify PricewaterhouseCoopers as Auditors Management For For
3 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
4 Report on Animal Welfare Shareholder Against Against
5 Report on Pay Disparity Shareholder Against Against
 
UBER TECHNOLOGIES, INC.
MEETING DATE:  MAY 10, 2021
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 Yasir Al-Rumayyan Management For For
1i Elect Director John Thain Management For For
1j Elect Director David I. Trujillo Management For For
1k 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 Eliminate Supermajority Vote Requirement Management For For
5 Report on Lobbying Payments and Policy Shareholder Against Against
 
ULTA BEAUTY, INC.
MEETING DATE:  JUN 02, 2021
TICKER:  ULTA       SECURITY ID:  90384S303
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Catherine A. Halligan Management For For
1.2 Elect Director David C. Kimbell Management For For
1.3 Elect Director George R. Mrkonic Management For For
1.4 Elect Director Lorna E. Nagler 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
 
US FOODS HOLDING CORP.
MEETING DATE:  MAY 20, 2021
TICKER:  USFD       SECURITY ID:  912008109
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Cheryl A. Bachelder Management For For
1b Elect Director Court D. Carruthers Management For For
1c Elect Director John A. Lederer Management For For
1d Elect Director Carl Andrew Pforzheimer Management For For
1e Elect Director David M. Tehle Management For For
1f Elect Director Ann E. Ziegler 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
 
WAYFAIR INC.
MEETING DATE:  MAY 11, 2021
TICKER:  W       SECURITY ID:  94419L101
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Niraj Shah Management For For
1b Elect Director Steven Conine Management For For
1c Elect Director Michael Choe Management For For
1d Elect Director Andrea Jung Management For For
1e Elect Director Michael Kumin Management For For
1f Elect Director Jeffrey Naylor Management For For
1g Elect Director Anke Schaferkordt Management For For
1h Elect Director Michael E. Sneed Management For For
2 Ratify Ernst & Young LLP as Auditors Management For For

VOTE SUMMARY REPORT
SELECT SEMICONDUCTORS PORTFOLIO
07/01/2020 - 06/30/2021

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 ENERGY INDUSTRIES, INC.
MEETING DATE:  APR 30, 2021
TICKER:  AEIS       SECURITY ID:  007973100
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Grant H. Beard Management For For
1.2 Elect Director Frederick A. Ball Management For For
1.3 Elect Director Anne T. DelSanto Management For For
1.4 Elect Director Tina M. Donikowski Management For For
1.5 Elect Director Ronald C. Foster Management For For
1.6 Elect Director Edward C. Grady Management For For
1.7 Elect Director Stephen D. Kelley Management For For
1.8 Elect Director Lanesha T. Minnix Management For For
1.9 Elect Director Thomas M. Rohrs Management For For
1.10 Elect Director John A. Roush 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 Qualified Employee Stock Purchase Plan Management For For
 
ADVANCED MICRO DEVICES, INC.
MEETING DATE:  APR 07, 2021
TICKER:  AMD       SECURITY ID:  007903107
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
 
ADVANCED MICRO DEVICES, INC.
MEETING DATE:  MAY 19, 2021
TICKER:  AMD       SECURITY ID:  007903107
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director John E. Caldwell Management For For
1b Elect Director Nora M. Denzel Management For For
1c Elect Director Mark Durcan Management For For
1d Elect Director Michael P. Gregoire Management For For
1e Elect Director Joseph A. Householder Management For For
1f Elect Director John W. Marren Management For For
1g Elect Director Lisa T. Su Management For For
1h Elect Director Abhi Y. Talwalkar 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
 
ALPHA AND OMEGA SEMICONDUCTOR LIMITED
MEETING DATE:  NOV 12, 2020
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 Yueh-Se Ho Management For For
1.3 Elect Director Lucas S. Chang Management For For
1.4 Elect Director Claudia Chen Management For For
1.5 Elect Director King Owyang Management For For
1.6 Elect Director Michael L. Pfeiffer Management For For
1.7 Elect Director Michael J. Salameh Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Remove the Imposition of Maximum Number of Directors on the Board and Authorize Board to Fill Vacancies Management For For
4 Approve BDO USA, LLP as Auditors and Authorize Board to Fix Their Remuneration Management For For
 
ANALOG DEVICES, INC.
MEETING DATE:  OCT 08, 2020
TICKER:  ADI       SECURITY ID:  032654105
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1 Issue Shares in Connection with Acquisition Management For For
2 Adjourn Meeting Management For For
 
ANALOG DEVICES, INC.
MEETING DATE:  MAR 10, 2021
TICKER:  ADI       SECURITY ID:  032654105
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Ray Stata Management For For
1b Elect Director Vincent Roche Management For For
1c Elect Director James A. Champy Management For For
1d Elect Director Anantha P. Chandrakasan Management For For
1e Elect Director Bruce R. Evans Management For For
1f Elect Director Edward H. Frank Management For For
1g Elect Director Laurie H. Glimcher Management For For
1h Elect Director Karen M. Golz Management For For
1i Elect Director Mark M. Little Management For For
1j Elect Director Kenton J. Sicchitano Management For For
1k Elect Director Susie Wee 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
 
APPLIED MATERIALS, INC.
MEETING DATE:  MAR 11, 2021
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 Adrianna C. Ma 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 Ratify KPMG LLP as Auditors Management For For
4 Amend Omnibus Stock Plan Management For For
5 Amend Qualified Employee Stock Purchase Plan Management For For
6 Require Independent Board Chairman Shareholder Against Against
7 Improve Executive Compensation Program and Policy Shareholder Against Against
 
ARRAY TECHNOLOGIES, INC.
MEETING DATE:  JUN 07, 2021
TICKER:  ARRY       SECURITY ID:  04271T100
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Troy Alstead Management For For
1.2 Elect Director Orlando D. Ashford Management For For
2 Ratify BDO USA, LLP as Auditors Management For For
 
ASE TECHNOLOGY HOLDING CO., LTD.
MEETING DATE:  JUN 22, 2021
TICKER:  3711       SECURITY ID:  00215W100
Proposal No Proposal Proposed By Management Recommendation Vote Cast
F1 Approve Business Operations Report and Financial Statements Management For For
F2 Approve Plan on Profit Distribution Management For For
G1 Approve Amendments to Lending Procedures and Caps Management For For
G2 Approve Amendments to Articles of Association Management For Against
G3 Approve Issuance of Restricted Stocks Management For For
H1.1 Elect JASON C.S. CHANG, a Representative of ASE ENTERPRISES LTD., with SHAREHOLDER NO.00000001, as Non-independent Director Management For Withhold
H1.2 Elect RICHARD H.P.CHANG, a Representative of ASE ENTERPRISES LTD., with SHAREHOLDER NO.00000001, as Non-independent Director Management For Withhold
H1.3 Elect CHI-WEN TSAI, a Representative of ASE ENTERPRISES LTD., with SHAREHOLDER NO.00000001, as Non-independent Director Management For Withhold
H1.4 Elect YEN-CHUN CHANG, a Representative of ASE ENTERPRISES LTD., with SHAREHOLDER NO.00000001, as Non-independent Director Management For Withhold
H1.5 Elect TIEN WU, a Representative of ASE ENTERPRISES LTD., with SHAREHOLDER NO.00000001, as Non-independent Director Management For Withhold
H1.6 Elect JOSEPH TUNG, a Representative of ASE ENTERPRISES LTD., with SHAREHOLDER NO.00000001, as Non-independent Director Management For Withhold
H1.7 Elect RAYMOND LO, a Representative of ASE ENTERPRISES LTD., with SHAREHOLDER NO.00000001, as Non-independent Director Management For Withhold
H1.8 Elect TS CHEN, a Representative of ASE ENTERPRISES LTD., with SHAREHOLDER NO.00000001, as Non-independent Director Management For Withhold
H1.9 Elect JEFFERY CHEN, a Representative of ASE ENTERPRISES LTD., with SHAREHOLDER NO.00000001, as Non-independent Director Management For Withhold
H1.10 Elect RUTHERFORD CHANG, with SHAREHOLDER NO.00059235 as Non-independent Director Management For Withhold
H1.11 Elect SHENG-FU YOU (Sheng-Fu Yo), with SHAREHOLDER NO.H101915XXX as Independent Director Management For For
H1.12 Elect MEI-YUEH HO, with SHAREHOLDER NO.Q200495XXX as Independent Director Management For For
H1.13 Elect PHILIP WEN-CHYI ONG, with SHAREHOLDER NO.A120929XXX as Independent Director Management For For
I.1 Approve Release of Restrictions of Competitive Activities of Newly Appointed Directors Management For For
 
BROADCOM INC.
MEETING DATE:  APR 05, 2021
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
 
CADENCE DESIGN SYSTEMS, INC.
MEETING DATE:  MAY 06, 2021
TICKER:  CDNS       SECURITY ID:  127387108
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Mark W. Adams Management For For
1.2 Elect Director Ita Brennan Management For For
1.3 Elect Director Lewis Chew Management For For
1.4 Elect Director Julia Liuson Management For For
1.5 Elect Director James D. Plummer Management For For
1.6 Elect Director Alberto Sangiovanni-Vincentelli Management For For
1.7 Elect Director John B. Shoven Management For For
1.8 Elect Director Young K. Sohn Management For For
1.9 Elect Director Lip-Bu Tan 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 Reduce Ownership Threshold for Shareholders to Request Action by Written Consent Shareholder Against Against
 
CIRRUS LOGIC, INC.
MEETING DATE:  JUL 31, 2020
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 Deirdre R. Hanford Management For For
1.5 Elect Director Catherine P. Lego Management For For
1.6 Elect Director Jason P. Rhode Management For For
1.7 Elect Director Alan R. Schuele 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
 
DIODES INCORPORATED
MEETING DATE:  MAY 24, 2021
TICKER:  DIOD       SECURITY ID:  254543101
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Angie Chen Button Management For For
1.2 Elect Director C.H. Chen Management For For
1.3 Elect Director Warren Chen Management For For
1.4 Elect Director Michael R. Giordano Management For For
1.5 Elect Director Keh-Shew Lu Management For For
1.6 Elect Director Peter M. Menard Management For For
1.7 Elect Director Christina Wen-Chi Sung Management For For
1.8 Elect Director Michael K.C. Tsai Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Ratify Moss Adams LLP as Auditor Management For For
 
ENPHASE ENERGY, INC.
MEETING DATE:  MAY 19, 2021
TICKER:  ENPH       SECURITY ID:  29355A107
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Badrinarayanan Kothandaraman Management For For
1.2 Elect Director Joseph Malchow Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Increase Authorized Common Stock Management For For
4 Approve Omnibus Stock Plan Management For Against
5 Ratify Deloitte & Touche LLP as Auditors Management For For
 
FLEX LTD.
MEETING DATE:  AUG 07, 2020
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 Jennifer Li Management For For
1d Elect Director Marc A. Onetto Management For For
1e Elect Director Erin L. McSweeney Management For For
1f Elect Director Willy C. Shih 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 William D. Watkins Management For For
1j Elect Director Lawrence A. Zimmerman 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 Amend Omnibus Stock Plan Management For For
5 Approve Issuance of Shares without Preemptive Rights Management For For
6 Authorize Share Repurchase Program Management For For
 
II-VI INCORPORATED
MEETING DATE:  NOV 09, 2020
TICKER:  IIVI       SECURITY ID:  902104108
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Joseph J. Corasanti Management For For
1b Elect Director Patricia Hatter Management For For
1c Elect Director Marc Y. E. Pelaez 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 Ernst & Young LLP as Auditors Management For For
 
INPHI CORPORATION
MEETING DATE:  APR 15, 2021
TICKER:  IPHI       SECURITY ID:  45772F107
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1 Approve Merger Agreement Management For For
2 Adjourn Meeting Management For For
3 Advisory Vote on Golden Parachutes Management For For
 
INTEL CORPORATION
MEETING DATE:  MAY 13, 2021
TICKER:  INTC       SECURITY ID:  458140100
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Patrick P. Gelsinger Management For For
1b Elect Director James J. Goetz Management For For
1c Elect Director Alyssa Henry Management For For
1d Elect Director Omar Ishrak Management For For
1e Elect Director Risa Lavizzo-Mourey Management For For
1f Elect Director Tsu-Jae King Liu Management For For
1g Elect Director Gregory D. Smith Management For For
1h Elect Director Dion J. Weisler Management For For
1i Elect Director Frank D. Yeary Management For For
2 Ratify Ernst & Young LLP as Auditors Management For For
3 Advisory Vote to Ratify Named Executive Officers' Compensation Management For Against
4 Provide Right to Act by Written Consent Shareholder Against Against
5 Report on Global Median Gender/Racial Pay Gap Shareholder Against Against
6 Report on Whether Written Policies or Unwritten Norms Reinforce Racism in Company Culture Shareholder Against Against
 
JABIL INC.
MEETING DATE:  JAN 21, 2021
TICKER:  JBL       SECURITY ID:  466313103
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Anousheh Ansari Management For For
1b Elect Director Martha F. Brooks Management For For
1c Elect Director Christopher S. Holland Management For For
1d Elect Director Timothy L. Main Management For For
1e Elect Director Mark T. Mondello Management For For
1f Elect Director John C. Plant Management For For
1g Elect Director Steven A. Raymund Management For For
1h Elect Director Thomas A. Sansone Management For For
1i Elect Director David M. Stout Management For For
1j Elect Director Kathleen A. Walters 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 Approve Omnibus Stock Plan Management For For
5 Amend Qualified Employee Stock Purchase Plan Management For For
 
LAM RESEARCH CORPORATION
MEETING DATE:  NOV 03, 2020
TICKER:  LRCX       SECURITY ID:  512807108
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Sohail U. Ahmed Management For For
1.2 Elect Director Timothy M. Archer Management For For
1.3 Elect Director Eric K. Brandt Management For For
1.4 Elect Director Michael R. Cannon Management For For
1.5 Elect Director Catherine P. Lego Management For For
1.6 Elect Director Bethany J. Mayer Management For For
1.7 Elect Director Abhijit Y. Talwalkar Management For For
1.8 Elect Director Lih Shyng (Rick L.) Tsai Management For For
1.9 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
 
MACOM TECHNOLOGY SOLUTIONS HOLDINGS, INC.
MEETING DATE:  MAR 04, 2021
TICKER:  MTSI       SECURITY ID:  55405Y100
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1 Elect Director John Ocampo Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For Against
3 Approve Omnibus Stock Plan Management For For
4 Approve Qualified Employee Stock Purchase Plan Management For For
5 Ratify Deloitte & Touche LLP as Auditors Management For For
 
MARVELL TECHNOLOGY GROUP LTD.
MEETING DATE:  JUL 23, 2020
TICKER:  MRVL       SECURITY ID:  G5876H105
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1A Elect Director Tudor Brown Management For For
1B Elect Director Brad Buss Management For For
1C Elect Director Edward Frank Management For For
1D Elect Director Richard S. Hill Management For For
1E Elect Director Bethany Mayer Management For For
1F Elect Director Matthew J. Murphy Management For For
1G Elect Director Michael Strachan Management For For
1H Elect Director Robert E. Switz 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
 
MARVELL TECHNOLOGY GROUP LTD.
MEETING DATE:  APR 15, 2021
TICKER:  MRVL       SECURITY ID:  G5876H105
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1 Reduce Supermajority Vote Requirement to Approve Merger Management For For
2 Approve Merger Agreement Management For For
3 Adjourn Meeting Management For For
 
MAXIM INTEGRATED PRODUCTS, INC.
MEETING DATE:  OCT 08, 2020
TICKER:  MXIM       SECURITY ID:  57772K101
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
 
MAXIM INTEGRATED PRODUCTS, INC.
MEETING DATE:  NOV 05, 2020
TICKER:  MXIM       SECURITY ID:  57772K101
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director William (Bill) P. Sullivan Management For For
1b Elect Director Tunc Doluca Management For For
1c Elect Director Tracy C. Accardi Management For For
1d Elect Director James R. Bergman Management For For
1e Elect Director Joseph R. Bronson Management For For
1f Elect Director Robert E. Grady Management For For
1g Elect Director Mercedes Johnson Management For For
1h Elect Director William D. Watkins Management For For
1i Elect Director MaryAnn Wright Management For For
2 Ratify PricewaterhouseCoopers LLP as Auditors Management For For
3 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
 
MAXLINEAR, INC.
MEETING DATE:  MAY 12, 2021
TICKER:  MXL       SECURITY ID:  57776J100
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Kishore Seendripu Management For For
1.2 Elect Director Thomas E. Pardun Management For For
1.3 Elect Director Gregory P. Dougherty Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Ratify Grant Thornton LLP as Auditors Management For For
 
MICROCHIP TECHNOLOGY INCORPORATED
MEETING DATE:  AUG 18, 2020
TICKER:  MCHP       SECURITY ID:  595017104
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Steve Sanghi Management For For
1.2 Elect Director Matthew W. Chapman Management For For
1.3 Elect Director L.B. Day Management For For
1.4 Elect Director Esther L. Johnson Management For For
1.5 Elect Director Wade F. Meyercord 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 14, 2021
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 Mary Pat McCarthy Management For For
1e Elect Director Sanjay Mehrotra Management For For
1f Elect Director Robert E. Switz Management For For
1g 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 10, 2021
TICKER:  MPWR       SECURITY ID:  609839105
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Eugen Elmiger Management For For
1.2 Elect Director Jeff Zhou 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
 
NOVA MEASURING INSTRUMENTS LTD.
MEETING DATE:  JUN 24, 2021
TICKER:  NVMI       SECURITY ID:  M7516K103
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.a Reelect Michael Brunstein as Director Management For For
1.b Reelect Eitan Oppenhaim as Director Management For For
1.c Reelect Avi Cohen as Director Management For For
1.d Reelect Raanan Cohen as Director Management For For
1.e Reelect Dafna Gruber as Director Management For For
1.f Reelect Zehava Simon as Director Management For For
2 Approve Amended Employment Terms of Eitan Oppenhaim, President and CEO Management For For
3 Approve Amended Compensation Policy for the Directors and Officers of the Company Management For For
4 Approval Amendments to Articles of Association Management For For
5 Issue Amendment to Indemnification Agreements for Directors/Officers Management For For
6 Approve and ratify Reappoint Kost Forer Gabbay and Kasierer as Auditors Management For For
7 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 03, 2021
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 Ratify PricewaterhouseCoopers LLP as Auditors Management For For
4 Increase Authorized Common Stock Management For For
 
NXP SEMICONDUCTORS N.V.
MEETING DATE:  MAY 26, 2021
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 Peter Bonfield as Non-Executive Director Management For For
3c Elect Annette Clayton as Non-Executive Director Management For For
3d Elect Anthony Foxx as Non-Executive Director Management For For
3e Reelect Kenneth A. Goldman as Non-Executive Director Management For For
3f Reelect Josef Kaeser as Non-Executive Director Management For For
3g Reelect Lena Olving as Non-Executive Director Management For For
3h Reelect Peter Smitham as Non-Executive Director Management For For
3i Reelect Julie Southern as Non-Executive Director Management For For
3j Reelect Jasmin Staiblin as Non-Executive Director Management For For
3k Reelect Gregory L. Summe as Non-Executive Director Management For For
3l Reelect Karl-Henrik Sundstrom 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 Approve Remuneration of the Non Executive Members of the Board Management For For
9 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
 
ON SEMICONDUCTOR CORPORATION
MEETING DATE:  MAY 20, 2021
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 Gilles Delfassy Management For For
1f Elect Director Hassane S. El-Khoury Management For For
1g Elect Director Bruce E. Kiddoo Management For For
1h Elect Director Paul A. Mascarenas Management For For
1i Elect Director Gregory L. Waters Management For For
1j Elect Director Christine Y. Yan 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 Amend Omnibus Stock Plan Management For For
 
PLANTRONICS, INC.
MEETING DATE:  JUL 27, 2020
TICKER:  PLT       SECURITY ID:  727493108
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Robert Hagerty Management For For
1b Elect Director Marv Tseu Management For For
1c Elect Director Frank Baker Management For For
1d Elect Director Kathy Crusco Management For For
1e Elect Director Brian Dexheimer Management For For
1f Elect Director Gregg Hammann Management For For
1g Elect Director John Hart Management For For
1h Elect Director Guido Jouret Management For For
1i Elect Director Marshall Mohr Management For For
1j Elect Director Daniel Moloney Management For For
2 Amend Qualified Employee Stock Purchase Plan Management For For
3 Amend Omnibus Stock Plan Management For For
4 Ratify PricewaterhouseCoopers LLP as Auditors Management For For
5 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
 
QUALCOMM INCORPORATED
MEETING DATE:  MAR 10, 2021
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 Mark Fields Management For For
1c Elect Director Jeffrey W. Henderson Management For For
1d Elect Director Gregory N. Johnson Management For For
1e Elect Director Ann M. Livermore Management For For
1f Elect Director Harish Manwani Management For For
1g Elect Director Mark D. McLaughlin Management For For
1h Elect Director Jamie S. Miller Management For For
1i Elect Director Steve Mollenkopf Management For For
1j Elect Director Clark T. "Sandy" Randt, Jr. Management For For
1k Elect Director Irene B. Rosenfeld Management For For
1l Elect Director Kornelis "Neil" Smit Management For For
1m Elect Director Jean-Pascal Tricoire Management For For
1n Elect Director Anthony J. Vinciquerra Management For For
2 Ratify PricewaterhouseCoopers LLP as Auditors Management For For
3 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
 
SAMSUNG ELECTRONICS CO., LTD.
MEETING DATE:  MAR 17, 2021
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
2.1.1 Elect Park Byung-gook as Outside Director Management For For
2.1.2 Elect Kim Jeong as Outside Director Management For For
2.2.1 Elect Kim Kinam as Inside Director Management For For
2.2.2 Elect Kim Hyun-suk as Inside Director Management For For
2.2.3 Elect Koh Dong-jin as Inside Director Management For For
3 Elect Kim Sun-uk as Outside Director to Serve as an Audit Committee Member Management For For
4 Approve Total Remuneration of Inside Directors and Outside Directors Management For For
 
SILICON MOTION TECHNOLOGY CORP.
MEETING DATE:  SEP 30, 2020
TICKER:  SIMO       SECURITY ID:  82706C108
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1 Elect Yung-Chien Wang and Lien-Chun Liu as Directors Management For For
2 Approve Appointment of Deloitte & Touche as Independent Auditor Management For For
 
SMART GLOBAL HOLDINGS, INC.
MEETING DATE:  FEB 12, 2021
TICKER:  SGH       SECURITY ID:  G8232Y101
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Sandeep Nayyar Management For For
1b Elect Director Mukesh Patel Management For For
1c Elect Director Maximiliane Straub 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 Against
 
SYNAPTICS INCORPORATED
MEETING DATE:  OCT 27, 2020
TICKER:  SYNA       SECURITY ID:  87157D109
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Nelson C. Chan Management For For
1b Elect Director Susan J. Hardman 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
 
TERADYNE, INC.
MEETING DATE:  MAY 07, 2021
TICKER:  TER       SECURITY ID:  880770102
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Michael A. Bradley Management For For
1b Elect Director Edwin J. Gillis Management For For
1c Elect Director Timothy E. Guertin Management For For
1d Elect Director Peter Herweck Management For For
1e Elect Director Mark E. Jagiela Management For For
1f Elect Director Mercedes Johnson Management For For
1g Elect Director Marilyn Matz 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 Reduce Supermajority Vote Requirement to Approve Merger, Share Exchanges and Substantial Sales of Company Asset Management For For
4 Provide Right to Act by Written Consent Management For For
5 Amend Qualified Employee Stock Purchase Plan Management For For
6 Amend Omnibus Stock Plan Management For For
7 Ratify PricewaterhouseCoopers LLP as Auditors Management For For
 
TEXAS INSTRUMENTS INCORPORATED
MEETING DATE:  APR 22, 2021
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 Jean M. Hobby Management For For
1g Elect Director Michael D. Hsu Management For For
1h Elect Director Ronald Kirk Management For For
1i Elect Director Pamela H. Patsley Management For For
1j Elect Director Robert E. Sanchez Management For For
1k Elect Director Richard K. Templeton 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 Provide Right to Act by Written Consent Shareholder Against Against
 
TTM TECHNOLOGIES, INC.
MEETING DATE:  MAY 12, 2021
TICKER:  TTMI       SECURITY ID:  87305R109
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director John G. Mayer Management For For
1.2 Elect Director Rex D. Geveden Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Ratify KPMG LLP as Auditors Management For For
 
UNIVERSAL DISPLAY CORPORATION
MEETING DATE:  JUN 17, 2021
TICKER:  OLED       SECURITY ID:  91347P105
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Steven V. Abramson Management For For
1b Elect Director Cynthia J. Comparin Management For For
1c Elect Director Richard C. Elias Management For For
1d Elect Director Elizabeth H. Gemmill Management For For
1e Elect Director C. Keith Hartley Management For For
1f Elect Director Celia M. Joseph Management For For
1g Elect Director Lawrence Lacerte Management For For
1h Elect Director Sidney D. Rosenblatt Management For For
1i Elect Director Sherwin I. Seligsohn Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For Against
3 Ratify KPMG LLP as Auditors Management For For
 
WESTERN DIGITAL CORPORATION
MEETING DATE:  NOV 18, 2020
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 Martin I. Cole Management For For
1c Elect Director Kathleen A. Cote 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 Paula A. Price Management For For
1h Elect Director Stephanie A. Streeter 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 KPMG LLP as Auditors Management For For
 
XILINX, INC.
MEETING DATE:  AUG 05, 2020
TICKER:  XLNX       SECURITY ID:  983919101
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Dennis Segers Management For For
1.2 Elect Director Raman K. Chitkara Management For For
1.3 Elect Director Saar Gillai Management For For
1.4 Elect Director Ronald S. Jankov Management For For
1.5 Elect Director Mary Louise Krakauer Management For For
1.6 Elect Director Thomas H. Lee Management For For
1.7 Elect Director Jon A. Olson Management For For
1.8 Elect Director Victor Peng Management For For
1.9 Elect Director Elizabeth W. Vanderslice 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
 
XILINX, INC.
MEETING DATE:  APR 07, 2021
TICKER:  XLNX       SECURITY ID:  983919101
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

VOTE SUMMARY REPORT
SELECT SOFTWARE AND IT SERVICES PORTFOLIO
07/01/2020 - 06/30/2021

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.

 
ACCENTURE PLC
MEETING DATE:  FEB 03, 2021
TICKER:  ACN       SECURITY ID:  G1151C101
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Jaime Ardila Management For For
1b Elect Director Herbert Hainer Management For For
1c Elect Director Nancy McKinstry Management For For
1d Elect Director Beth E. Mooney Management For For
1e Elect Director Gilles C. Pelisson Management For For
1f Elect Director Paula A. Price Management For For
1g Elect Director Venkata (Murthy) Renduchintala Management For For
1h Elect Director David Rowland Management For For
1i Elect Director Arun Sarin Management For For
1j Elect Director Julie Sweet Management For For
1k Elect Director Frank K. Tang Management For For
1l Elect Director Tracey T. Travis Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Approve KPMG LLP as Auditors and Authorize Board to Fix Their Remuneration Management For For
4 Renew the Board's Authority to Issue Shares Under Irish Law Management For For
5 Authorize Board to Opt-Out of Statutory Pre-Emption Rights Management For For
6 Determine Price Range for Reissuance of Treasury Shares Management For For
 
ACTIVISION BLIZZARD, INC.
MEETING DATE:  JUN 21, 2021
TICKER:  ATVI       SECURITY ID:  00507V109
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Reveta Bowers Management For For
1b Elect Director Robert Corti Management For For
1c Elect Director Hendrik Hartong, III Management For For
1d Elect Director Brian Kelly Management For For
1e Elect Director Robert Kotick Management For For
1f Elect Director Barry Meyer Management For For
1g Elect Director Robert Morgado Management For For
1h Elect Director Peter Nolan Management For For
1i Elect Director Dawn Ostroff Management For For
1j Elect Director Casey Wasserman Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Ratify PricewaterhouseCoopers LLP as Auditors Management For For
 
ADOBE INC.
MEETING DATE:  APR 20, 2021
TICKER:  ADBE       SECURITY ID:  00724F101
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Amy Banse Management For For
1b Elect Director Melanie Boulden Management For For
1c Elect Director Frank Calderoni Management For For
1d Elect Director James Daley Management For For
1e Elect Director Laura Desmond Management For For
1f Elect Director Shantanu Narayen Management For For
1g Elect Director Kathleen Oberg Management For For
1h Elect Director Dheeraj Pandey Management For For
1i Elect Director David Ricks Management For For
1j Elect Director Daniel Rosensweig Management For For
1k Elect Director John Warnock Management For For
2 Amend Omnibus Stock Plan Management For For
3 Ratify KPMG LLP as Auditors Management For For
4 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
 
AKAMAI TECHNOLOGIES, INC.
MEETING DATE:  JUN 03, 2021
TICKER:  AKAM       SECURITY ID:  00971T101
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Sharon Bowen Management For For
1.2 Elect Director Marianne Brown Management For For
1.3 Elect Director Monte Ford Management For For
1.4 Elect Director Jill Greenthal Management For For
1.5 Elect Director Dan Hesse Management For For
1.6 Elect Director Tom Killalea Management For For
1.7 Elect Director Tom Leighton Management For For
1.8 Elect Director Jonathan Miller Management For For
1.9 Elect Director Madhu Ranganathan Management For For
1.10 Elect Director Ben Verwaayen Management For For
1.11 Elect Director Bill Wagner 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 PricewaterhouseCoopers LLP as Auditors Management For For
 
ALIBABA GROUP HOLDING LIMITED
MEETING DATE:  SEP 30, 2020
TICKER:  9988       SECURITY ID:  01609W102
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1 Amend Articles of Association Management For For
2.1 Elect Maggie Wei Wu as Director Management For For
2.2 Elect Kabir Misra as Director Management For For
2.3 Elect Walter Teh Ming Kwauk as Director Management For For
3 Ratify PricewaterhouseCoopers as Auditors Management For For
 
ALPHABET INC.
MEETING DATE:  JUN 02, 2021
TICKER:  GOOGL       SECURITY ID:  02079K305
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Larry Page Management For For
1b Elect Director Sergey Brin Management For For
1c Elect Director Sundar Pichai Management For For
1d Elect Director John L. Hennessy Management For For
1e Elect Director Frances H. Arnold Management For For
1f Elect Director L. John Doerr Management For For
1g Elect Director Roger W. Ferguson, Jr. Management For For
1h Elect Director Ann Mather Management For For
1i Elect Director Alan R. Mulally Management For For
1j Elect Director K. Ram Shriram Management For For
1k Elect Director Robin L. Washington Management For For
2 Ratify Ernst & Young LLP as Auditors Management For For
3 Approve Omnibus Stock Plan Management For For
4 Approve Recapitalization Plan for all Stock to Have One-vote per Share Shareholder Against For
5 Require Independent Director Nominee with Human and/or Civil Rights Experience Shareholder Against Against
6 Assess Feasibility of Including Sustainability as a Performance Measure for Senior Executive Compensation Shareholder Against Against
7 Report on Takedown Requests Shareholder Against Against
8 Report on Whistleblower Policies and Practices Shareholder Against Against
9 Report on Charitable Contributions Shareholder Against Against
10 Report on Risks Related to Anticompetitive Practices Shareholder Against Against
11 Amend Certificate of Incorporation to Become a Public Benefit Corporation Shareholder Against Against
 
ALTERYX, INC.
MEETING DATE:  MAY 13, 2021
TICKER:  AYX       SECURITY ID:  02156B103
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Anjali Joshi Management For For
1.2 Elect Director Timothy I. Maudlin Management For For
1.3 Elect Director Eileen M. Schloss 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
 
ANAPLAN, INC.
MEETING DATE:  JUN 02, 2021
TICKER:  PLAN       SECURITY ID:  03272L108
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director David Conte Management For For
1.2 Elect Director Suresh Vasudevan Management For For
1.3 Elect Director Yvonne Wassenaar Management For For
2 Ratify KPMG LLP as Auditors Management For For
3 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
 
ASPEN TECHNOLOGY, INC.
MEETING DATE:  JAN 29, 2021
TICKER:  AZPN       SECURITY ID:  045327103
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Thomas M. Bradicich Management For For
1.2 Elect Director Adriana Karaboutis Management For For
1.3 Elect Director Georgia Keresty Management For For
2 Ratify KPMG LLP as Auditors Management For For
3 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
 
AUTODESK, INC.
MEETING DATE:  JUN 16, 2021
TICKER:  ADSK       SECURITY ID:  052769106
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Andrew Anagnost Management For For
1b Elect Director Karen Blasing Management For For
1c Elect Director Reid French Management For For
1d Elect Director Ayanna Howard Management For For
1e Elect Director Blake Irving Management For For
1f Elect Director Mary T. McDowell Management For For
1g Elect Director Stephen Milligan Management For For
1h Elect Director Lorrie M. Norrington Management For For
1i Elect Director Elizabeth (Betsy) Rafael Management For For
1j Elect Director Stacy J. Smith 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
 
AUTOMATIC DATA PROCESSING, INC.
MEETING DATE:  NOV 11, 2020
TICKER:  ADP       SECURITY ID:  053015103
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Peter Bisson Management For For
1b Elect Director Richard T. Clark Management For For
1c Elect Director Linnie M. Haynesworth Management For For
1d Elect Director John P. Jones Management For For
1e Elect Director Francine S. Katsoudas Management For For
1f Elect Director Nazzic S. Keene Management For For
1g Elect Director Thomas J. Lynch Management For For
1h Elect Director Scott F. Powers Management For For
1i Elect Director William J. Ready Management For For
1j Elect Director Carlos A. Rodriguez Management For For
1k Elect Director Sandra S. Wijnberg 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 Non-Management Employee Representation on the Board of Directors Shareholder Against Against
 
BLACKBAUD, INC.
MEETING DATE:  JUN 10, 2021
TICKER:  BLKB       SECURITY ID:  09227Q100
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director George H. Ellis Management For For
1b Elect Director Andrew M. Leitch 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
 
BOX, INC.
MEETING DATE:  JUL 15, 2020
TICKER:  BOX       SECURITY ID:  10316T104
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Sue Barsamian Management For For
1.2 Elect Director Carl Bass Management For For
1.3 Elect Director Jack Lazar 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
 
CACI INTERNATIONAL INC
MEETING DATE:  NOV 12, 2020
TICKER:  CACI       SECURITY ID:  127190304
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Michael A. Daniels Management For For
1b Elect Director Susan M. Gordon Management For For
1c Elect Director William L. Jews Management For For
1d Elect Director Gregory G. Johnson Management For For
1e Elect Director J. Phillip London Management For For
1f Elect Director John S. Mengucci Management For For
1g Elect Director James L. Pavitt Management For For
1h Elect Director Warren R. Phillips Management For For
1i Elect Director Debora A. Plunkett Management For For
1j Elect Director Charles P. Revoile Management For For
1k Elect Director William S. Wallace 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 Ernst & Young LLP as Auditors Management For For
 
CAPGEMINI SE
MEETING DATE:  MAY 20, 2021
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 1.95 per Share Management For For
4 Approve Auditors' Special Report on Related-Party Transactions Management For For
5 Approve Compensation of Paul Hermelin, Chairman and CEO Until 20 May 2020 Management For For
6 Approve Compensation of Aiman Ezzat, Vice-CEO Until 20 May 2020 Management For For
7 Approve Compensation of Paul Hermelin, Chairman of the Board Since 20 May 2020 Management For For
8 Approve Compensation of Aiman Ezzat, CEO Since 20 May 2020 Management For For
9 Approve Compensation of Corporate Officers Management For For
10 Approve Remuneration Policy of Chairman of the Board Management For For
11 Approve Remuneration Policy of CEO Management For For
12 Approve Remuneration Policy of Directors Management For For
13 Reelect Patrick Pouyanne as Director Management For For
14 Elect Tanja Rueckert as Director Management For For
15 Elect Kurt Sievers as Director Management For For
16 Authorize Repurchase of Up to 10 Percent of Issued Share Capital Management For For
17 Amend Articles 12 of Bylaws to Comply with Legal Changes Management For For
18 Authorize up to 1.2 Percent of Issued Capital for Use in Restricted Stock Plans Under Performance Conditions Reserved for Employees and Executive Officers Management For For
19 Authorize Capital Issuances for Use in Employee Stock Purchase Plans Management For For
20 Authorize Capital Issuances for Use in Employee Stock Purchase Plans Reserved for Employees of International Subsidiaries Management For For
21 Authorize Filing of Required Documents/Other Formalities Management For For
 
CERIDIAN HCM HOLDING INC.
MEETING DATE:  APR 27, 2021
TICKER:  CDAY       SECURITY ID:  15677J108
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director David D. Ossip Management For For
1.2 Elect Director Andrea S. Rosen Management For For
1.3 Elect Director Gerald C. Throop 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 KPMG LLP as Auditors Management For For
 
CHECK POINT SOFTWARE TECHNOLOGIES LTD.
MEETING DATE:  AUG 03, 2020
TICKER:  CHKP       SECURITY ID:  M22465104
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.a Elect Gil Shwed as Director Management For For
1.b Elect Jerry Ungerman as Director Management For For
1.c Elect Dan Propper as Director Management For For
1.d Elect Tal Shavit as Director Management For For
1.e Elect Eyal Waldman as Director Management For For
1.f Elect Shai Weiss as Director Management For For
2a Elect Irwin Federman as External Director Management For For
2b Elect Ray Rothrock as External Director Management For For
3 Reappoint Kost, Forer, Gabbay & Kasierer as Auditors and Authorize Board to Fix Their Remuneration Management For For
4 Approve Compensation Terms of Check Point's CEO Management For For
5 Approve Amended Compensation of Non- Executive Directors Management For For
A Vote FOR if you are NOT a controlling shareholder and do NOT have a personal interest in one or several resolutions, as indicated in the proxy card; otherwise, vote AGAINST. If you vote AGAINST, please provide an explanation to your account manager Management None For
 
CITRIX SYSTEMS, INC.
MEETING DATE:  JUN 04, 2021
TICKER:  CTXS       SECURITY ID:  177376100
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Robert M. Calderoni Management For For
1b Elect Director Nanci E. Caldwell Management For For
1c Elect Director Murray J. Demo Management For For
1d Elect Director Ajei S. Gopal Management For For
1e Elect Director David J. Henshall Management For For
1f Elect Director Thomas E. Hogan Management For For
1g Elect Director Moira A. Kilcoyne Management For For
1h Elect Director Robert E. Knowling, Jr. Management For For
1i Elect Director Peter J. Sacripanti Management For For
1j Elect Director J. Donald Sherman 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 Adopt Simple Majority Vote Shareholder None For
 
COGNIZANT TECHNOLOGY SOLUTIONS CORPORATION
MEETING DATE:  JUN 01, 2021
TICKER:  CTSH       SECURITY ID:  192446102
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Zein Abdalla Management For For
1b Elect Director Vinita Bali Management For For
1c Elect Director Maureen Breakiron-Evans Management For For
1d Elect Director Archana Deskus Management For For
1e Elect Director John M. Dineen Management For For
1f Elect Director Brian Humphries Management For For
1g Elect Director Leo S. Mackay, Jr. Management For For
1h Elect Director Michael Patsalos-Fox Management For For
1i Elect Director Joseph M. Velli Management For For
1j Elect Director Sandra S. Wijnberg 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 Act by Written Consent Shareholder Against Against
 
CONSTELLATION SOFTWARE INC.
MEETING DATE:  AUG 05, 2020
TICKER:  CSU       SECURITY ID:  21037X100
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director John Billowits Management For For
1.2 Elect Director Donna Parr Management For For
1.3 Elect Director Andrew Pastor Management For For
1.4 Elect Director Barry Symons Management For For
 
CONSTELLATION SOFTWARE INC.
MEETING DATE:  MAY 06, 2021
TICKER:  CSU       SECURITY ID:  21037X100
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Jeff Bender Management For For
1.2 Elect Director John Billowits Management For For
1.3 Elect Director Lawrence Cunningham Management For For
1.4 Elect Director Susan Gayner Management For For
1.5 Elect Director Robert Kittel Management For For
1.6 Elect Director Mark Leonard Management For For
1.7 Elect Director Paul McFeeters Management For For
1.8 Elect Director Mark Miller Management For For
1.9 Elect Director Lori O'Neill Management For For
1.10 Elect Director Donna Parr Management For For
1.11 Elect Director Andrew Pastor Management For For
1.12 Elect Director Dexter Salna Management For For
1.13 Elect Director Stephen R. Scotchmer Management For For
1.14 Elect Director Barry Symons Management For For
1.15 Elect Director Robin Van Poelje Management For For
2 Approve KPMG LLP as Auditors and Authorize Board to Fix Their Remuneration Management For For
3 Advisory Vote on Executive Compensation Approach Management For For
 
DROPBOX, INC.
MEETING DATE:  MAY 20, 2021
TICKER:  DBX       SECURITY ID:  26210C104
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Andrew W. Houston Management For For
1.2 Elect Director Donald W. Blair Management For For
1.3 Elect Director Lisa Campbell Management For For
1.4 Elect Director Paul E. Jacobs Management For For
1.5 Elect Director Robert J. Mylod, Jr. Management For For
1.6 Elect Director Karen Peacock Management For For
1.7 Elect Director Michael Seibel 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
 
DXC TECHNOLOGY COMPANY
MEETING DATE:  AUG 13, 2020
TICKER:  DXC       SECURITY ID:  23355L106
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Mukesh Aghi Management For For
1b Elect Director Amy E. Alving Management For For
1c Elect Director David A. Barnes Management For For
1d Elect Director Raul J. Fernandez Management For For
1e Elect Director David L. Herzog Management For For
1f Elect Director Mary L. Krakauer Management For For
1g Elect Director Ian C. Read Management For For
1h Elect Director Michael J. Salvino Management For For
1i Elect Director Manoj P. Singh Management For For
1j Elect Director Robert F. Woods 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 Amend Omnibus Stock Plan Management For For
5 Amend Non-Employee Director Restricted Stock Plan Management For For
 
ELASTIC N.V.
MEETING DATE:  OCT 21, 2020
TICKER:  ESTC       SECURITY ID:  N14506104
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Jonathan Chadwick Management For For
1b Elect Director Michelangelo Volpi Management For For
2 Adopt Financial Statements and Statutory Reports Management For For
3 Approve Discharge of Executive Director Management For For
4 Approve Discharge of Non-Executive Directors Management For For
5 Ratify PricewaterhouseCoopers LLP as Auditors Management For For
6 Authorize Repurchase of Up to 10 Percent of Issued Share Capital Management For For
7 Advisory Vote on Say on Pay Frequency Management One Year One Year
 
ELECTRONIC ARTS INC.
MEETING DATE:  AUG 06, 2020
TICKER:  EA       SECURITY ID:  285512109
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Leonard S. Coleman Management For For
1b Elect Director Jay C. Hoag Management For For
1c Elect Director Jeffrey T. Huber Management For For
1d Elect Director Lawrence F. Probst, III Management For For
1e Elect Director Talbott Roche Management For For
1f Elect Director Richard A. Simonson Management For For
1g Elect Director Luis A. Ubinas Management For For
1h Elect Director Heidi J. Ueberroth Management For For
1i Elect Director Andrew Wilson 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 Provide Right to Act by Written Consent Shareholder Against Against
 
EXLSERVICE HOLDINGS, INC.
MEETING DATE:  JUN 16, 2021
TICKER:  EXLS       SECURITY ID:  302081104
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Garen K. Staglin Management For For
1b Elect Director Rohit Kapoor Management For For
1c Elect Director Anne E. Minto Management For For
1d Elect Director Som Mittal Management For For
1e Elect Director Clyde W. Ostler Management For For
1f Elect Director Vikram S. Pandit Management For For
1g Elect Director Kristy Pipes Management For For
1h Elect Director Nitin Sahney Management For For
1i Elect Director Jaynie M. Studenmund 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
 
FACEBOOK, INC.
MEETING DATE:  MAY 26, 2021
TICKER:  FB       SECURITY ID:  30303M102
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Peggy Alford Management For For
1.2 Elect Director Marc L. Andreessen Management For For
1.3 Elect Director Andrew W. Houston Management For For
1.4 Elect Director Nancy Killefer Management For For
1.5 Elect Director Robert M. Kimmitt Management For For
1.6 Elect Director Sheryl K. Sandberg Management For For
1.7 Elect Director Peter A. Thiel Management For For
1.8 Elect Director Tracey T. Travis Management For For
1.9 Elect Director Mark Zuckerberg Management For For
2 Ratify Ernst & Young LLP as Auditors Management For For
3 Amend Non-Employee Director Compensation Policy Management For Against
4 Approve Recapitalization Plan for all Stock to Have One-vote per Share Shareholder Against For
5 Require Independent Board Chair Shareholder Against Against
6 Report on Online Child Sexual Exploitation Shareholder Against Against
7 Require Independent Director Nominee with Human and/or Civil Rights Experience Shareholder Against Against
8 Report on Platform Misuse Shareholder Against For
9 Amend Certificate of Incorporation to Become a Public Benefit Corporation Shareholder Against Against
 
FIDELITY NATIONAL INFORMATION SERVICES, INC.
MEETING DATE:  MAY 19, 2021
TICKER:  FIS       SECURITY ID:  31620M106
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Ellen R. Alemany Management For For
1b Elect Director Jeffrey A. Goldstein Management For For
1c Elect Director Lisa A. Hook Management For For
1d Elect Director Keith W. Hughes Management For For
1e Elect Director Gary L. Lauer Management For For
1f Elect Director Gary A. Norcross Management For For
1g Elect Director Louise M. Parent Management For For
1h Elect Director Brian T. Shea Management For For
1i Elect Director James B. Stallings, Jr. Management For For
1j Elect Director Jeffrey E. Stiefler Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Ratify KPMG LLP as Auditors Management For For
 
FIREEYE, INC.
MEETING DATE:  JUN 11, 2021
TICKER:  FEYE       SECURITY ID:  31816Q101
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Sara C. Andrews Management For For
1b Elect Director Adrian McDermott Management For For
1c Elect Director Robert E. Switz 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
 
FISERV, INC.
MEETING DATE:  MAY 19, 2021
TICKER:  FISV       SECURITY ID:  337738108
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Frank J. Bisignano Management For For
1.2 Elect Director Alison Davis Management For For
1.3 Elect Director Henrique de Castro Management For For
1.4 Elect Director Harry F. DiSimone Management For For
1.5 Elect Director Dennis F. Lynch Management For For
1.6 Elect Director Heidi G. Miller Management For For
1.7 Elect Director Scott C. Nuttall Management For For
1.8 Elect Director Denis J. O'Leary Management For For
1.9 Elect Director Doyle R. Simons Management For For
1.10 Elect Director Kevin M. Warren 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
 
FLEETCOR TECHNOLOGIES, INC.
MEETING DATE:  JUN 10, 2021
TICKER:  FLT       SECURITY ID:  339041105
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Steven T. Stull Management For Against
1b Elect Director Michael Buckman Management For For
1c Elect Director Thomas M. Hagerty Management For For
1d Elect Director Mark A. Johnson Management For For
1e Elect Director Archie L. Jones, Jr. Management For For
1f Elect Director Hala G. Moddelmog Management For For
1g 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 Provide Right to Act by Written Consent Shareholder Against Against
 
GARTNER, INC.
MEETING DATE:  JUN 03, 2021
TICKER:  IT       SECURITY ID:  366651107
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Peter E. Bisson Management For For
1b Elect Director Richard J. Bressler Management For For
1c Elect Director Raul E. Cesan Management For For
1d Elect Director Karen E. Dykstra Management For For
1e Elect Director Anne Sutherland Fuchs Management For For
1f Elect Director William O. Grabe Management For For
1g Elect Director Eugene A. Hall Management For For
1h Elect Director Stephen G. Pagliuca Management For For
1i Elect Director Eileen M. Serra Management For For
1j Elect Director James C. Smith 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 Qualified Employee Stock Purchase Plan Management For For
 
GLOBAL PAYMENTS INC.
MEETING DATE:  APR 29, 2021
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 Kriss Cloninger, III Management For For
1e Elect Director William I Jacobs Management For For
1f Elect Director Joia M. Johnson Management For For
1g Elect Director Ruth Ann Marshall Management For For
1h Elect Director Connie D. McDaniel Management For For
1i Elect Director William B. Plummer Management For For
1j Elect Director Jeffrey S. Sloan Management For For
1k Elect Director John T. Turner Management For For
1l Elect Director M. Troy Woods 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 Provide Right to Act by Written Consent Shareholder Against Against
 
GODADDY INC.
MEETING DATE:  JUN 02, 2021
TICKER:  GDDY       SECURITY ID:  380237107
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Herald Y. Chen Management For For
1.2 Elect Director Brian H. Sharples Management For For
1.3 Elect Director Leah Sweet 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
 
HUBSPOT, INC.
MEETING DATE:  JUN 03, 2021
TICKER:  HUBS       SECURITY ID:  443573100
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Brian Halligan Management For For
1b Elect Director Ron Gill Management For For
1c Elect Director Jill Ward Management For For
2 Ratify PricewaterhouseCoopers LLP as Auditors Management For For
3 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
 
INTERNATIONAL BUSINESS MACHINES CORPORATION
MEETING DATE:  APR 27, 2021
TICKER:  IBM       SECURITY ID:  459200101
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Thomas Buberl Management For For
1b Elect Director Michael L. Eskew Management For For
1c Elect Director David N. Farr Management For For
1d Elect Director Alex Gorsky Management For For
1e Elect Director Michelle J. Howard Management For For
1f Elect Director Arvind Krishna Management For For
1g Elect Director Andrew N. Liveris Management For For
1h Elect Director Frederick William McNabb, III Management For For
1i Elect Director Martha E. Pollack Management For For
1j Elect Director Joseph R. Swedish Management For For
1k Elect Director Peter R. Voser Management For For
1l Elect Director Frederick H. Waddell 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 Require Independent Board Chair Shareholder Against Against
5 Lower Ownership Threshold for Action by Written Consent Shareholder Against Against
6 Publish Annually a Report Assessing Diversity, Equity, and Inclusion Efforts Shareholder For For
 
INTUIT INC.
MEETING DATE:  JAN 21, 2021
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 Dennis D. Powell Management For For
1i Elect Director Brad D. Smith Management For For
1j Elect Director Thomas Szkutak Management For For
1k Elect Director Raul Vazquez Management For For
1l Elect Director Jeff Weiner 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
 
LIVERAMP HOLDINGS, INC.
MEETING DATE:  AUG 11, 2020
TICKER:  RAMP       SECURITY ID:  53815P108
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Timothy R. Cadogan Management For For
1b Elect Director Vivian Chow Management For For
1c Elect Director Scott E. Howe Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Ratify KPMG LLP as Auditors Management For For
 
MASTERCARD INCORPORATED
MEETING DATE:  JUN 22, 2021
TICKER:  MA       SECURITY ID:  57636Q104
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Ajay Banga Management For For
1b Elect Director Merit E. Janow Management For For
1c Elect Director Richard K. Davis Management For For
1d Elect Director Steven J. Freiberg Management For For
1e Elect Director Julius Genachowski Management For For
1f Elect Director Choon Phong Goh Management For For
1g Elect Director Oki Matsumoto Management For For
1h Elect Director Michael Miebach Management For For
1i Elect Director Youngme Moon Management For For
1j Elect Director Rima Qureshi Management For For
1k Elect Director Jose Octavio Reyes Lagunes Management For For
1l Elect Director Gabrielle Sulzberger Management For For
1m Elect Director Jackson Tai Management For For
1n Elect Director Lance Uggla 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 Omnibus Stock Plan Management For For
5 Amend Non-Employee Director Omnibus Stock Plan Management For For
6 Eliminate Supermajority Vote Requirement Management For For
 
MICRO FOCUS INTERNATIONAL PLC
MEETING DATE:  MAR 25, 2021
TICKER:  MCRO       SECURITY ID:  G6117L194
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 Greg Lock as Director Management For For
5 Re-elect Stephen Murdoch as Director Management For For
6 Re-elect Brian McArthur-Muscroft as Director Management For For
7 Re-elect Karen Slatford as Director Management For For
8 Re-elect Richard Atkins as Director Management For For
9 Re-elect Amanda Brown as Director Management For For
10 Re-elect Lawton Fitt as Director Management For For
11 Elect Robert Youngjohns as Director Management For For
12 Elect Sander van 't Noordende as Director Management For For
13 Reappoint KPMG LLP as Auditors Management For For
14 Authorise Board 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 Market Purchase of Ordinary Shares Management For For
19 Authorise the Company to Call General Meeting with Two Weeks' Notice Management For For
 
MICROSOFT CORPORATION
MEETING DATE:  DEC 02, 2020
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-Stoll 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 Charles W. Scharf Management For For
1.8 Elect Director Arne M. Sorenson 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 Employee Representation on the Board of Directors Shareholder Against Against
 
MIMECAST LIMITED
MEETING DATE:  OCT 08, 2020
TICKER:  MIME       SECURITY ID:  G14838109
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1 Elect Director Christopher FitzGerald Management For For
2 Elect Director Neil Murray Management For For
3 Elect Director Robert P. Schechter Management For For
4 Ratify Ernst & Young LLP as Auditors Management For For
5 Authorize Board to Fix Remuneration of Auditors Management For For
6 Accept Financial Statements and Statutory Reports Management For For
7 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
8 Approve Share Repurchase Program Management For For
 
MONGODB, INC.
MEETING DATE:  JUN 29, 2021
TICKER:  MDB       SECURITY ID:  60937P106
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Roelof Botha Management For For
1.2 Elect Director Dev Ittycheria Management For For
1.3 Elect Director John McMahon Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Ratify PricewaterhouseCoopers LLP as Auditors Management For For
 
NEW RELIC, INC.
MEETING DATE:  AUG 19, 2020
TICKER:  NEWR       SECURITY ID:  64829B100
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Lewis Cirne Management For For
1.2 Elect Director Michael Christenson 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
 
NORTONLIFELOCK INC.
MEETING DATE:  SEP 08, 2020
TICKER:  NLOK       SECURITY ID:  668771108
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Sue Barsamian Management For For
1b Elect Director Eric K. Brandt Management For For
1c Elect Director Frank E. Dangeard Management For For
1d Elect Director Nora M. Denzel Management For For
1e Elect Director Peter A. Feld Management For For
1f Elect Director Kenneth Y. Hao Management For For
1g Elect Director David W. Humphrey Management For For
1h Elect Director Vincent Pilette 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 Report on Political Contributions and Expenditures Shareholder Against Against
 
ORACLE CORPORATION
MEETING DATE:  NOV 04, 2020
TICKER:  ORCL       SECURITY ID:  68389X105
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Jeffrey S. Berg Management For For
1.2 Elect Director Michael J. Boskin Management For For
1.3 Elect Director Safra A. Catz Management For For
1.4 Elect Director Bruce R. Chizen Management For For
1.5 Elect Director George H. Conrades Management For For
1.6 Elect Director Lawrence J. Ellison Management For For
1.7 Elect Director Rona A. Fairhead Management For For
1.8 Elect Director Jeffrey O. Henley Management For For
1.9 Elect Director Renee J. James Management For For
1.10 Elect Director Charles W. Moorman, IV Management For For
1.11 Elect Director Leon E. Panetta Management For For
1.12 Elect Director William G. Parrett Management For For
1.13 Elect Director Naomi O. Seligman Management For For
1.14 Elect Director Vishal Sikka Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Approve Omnibus Stock Plan Management For For
4 Ratify Ernst & Young LLP as Auditors Management For For
5 Report on Gender Pay Gap Shareholder Against For
6 Require Independent Board Chair Shareholder Against Against
 
PALO ALTO NETWORKS, INC.
MEETING DATE:  DEC 09, 2020
TICKER:  PANW       SECURITY ID:  697435105
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Nikesh Arora Management For For
1b Elect Director Carl Eschenbach Management For Withhold
1c Elect Director Lorraine Twohill 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
 
PAYCHEX, INC.
MEETING DATE:  OCT 15, 2020
TICKER:  PAYX       SECURITY ID:  704326107
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director B. Thomas Golisano Management For For
1b Elect Director Thomas F. Bonadio Management For For
1c Elect Director Joseph G. Doody Management For For
1d Elect Director David J.S. Flaschen Management For For
1e Elect Director Pamela A. Joseph Management For For
1f Elect Director Martin Mucci Management For For
1g Elect Director Joseph M. Tucci Management For For
1h Elect Director Joseph M. Velli Management For For
1i Elect Director Kara Wilson 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
 
PAYPAL HOLDINGS, INC.
MEETING DATE:  MAY 26, 2021
TICKER:  PYPL       SECURITY ID:  70450Y103
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Rodney C. Adkins Management For For
1b Elect Director Jonathan Christodoro Management For For
1c Elect Director John J. Donahoe Management For For
1d Elect Director David W. Dorman Management For For
1e Elect Director Belinda J. Johnson Management For For
1f Elect Director Gail J. McGovern Management For For
1g Elect Director Deborah M. Messemer Management For For
1h Elect Director David M. Moffett Management For For
1i Elect Director Ann M. Sarnoff Management For For
1j Elect Director Daniel H. Schulman Management For For
1k Elect Director Frank D. Yeary 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 Act by Written Consent Shareholder Against Against
5 Report on Whether Written Policies or Unwritten Norms Reinforce Racism in Company Culture Shareholder Against Against
 
PLURALSIGHT, INC.
MEETING DATE:  MAR 09, 2021
TICKER:  PS       SECURITY ID:  72941B106
Proposal No Proposal Proposed By Management Recommendation Vote Cast
Management Proxy (White Proxy Card)
1 Approve Merger Agreement Management For For
2 Adjourn Meeting Management For For
3 Advisory Vote on Golden Parachutes Management For For
Proposal No Proposal Proposed By Dissident Recommendation Vote Cast
Dissident Proxy (Gold Proxy Card)
1 Approve Merger Agreement Management Against Did Not Vote
2 Adjourn Meeting Management Against Did Not Vote
3 Advisory Vote on Golden Parachutes Management Against Did Not Vote
 
PROOFPOINT, INC.
MEETING DATE:  JUN 15, 2021
TICKER:  PFPT       SECURITY ID:  743424103
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Dana Evan Management For For
1b Elect Director Kristen Gil Management For For
1c Elect Director Gary Steele Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Ratify PricewaterhouseCoopers LLP as Auditors Management For For
 
PTC INC.
MEETING DATE:  FEB 10, 2021
TICKER:  PTC       SECURITY ID:  69370C100
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Janice Chaffin Management For For
1.2 Elect Director Phillip Fernandez Management For For
1.3 Elect Director James Heppelmann Management For For
1.4 Elect Director Klaus Hoehn Management For For
1.5 Elect Director Paul Lacy Management For For
1.6 Elect Director Corinna Lathan Management For For
1.7 Elect Director Blake Moret Management For For
1.8 Elect Director Robert Schechter Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Ratify PricewaterhouseCoopers LLP as Auditors Management For For
 
REALPAGE, INC.
MEETING DATE:  MAR 08, 2021
TICKER:  RP       SECURITY ID:  75606N109
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
 
SALESFORCE.COM, INC.
MEETING DATE:  JUN 10, 2021
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 Craig Conway Management For For
1c Elect Director Parker Harris Management For For
1d Elect Director Alan Hassenfeld Management For For
1e Elect Director Neelie Kroes Management For For
1f Elect Director Colin Powell Management For For
1g Elect Director Sanford Robertson Management For For
1h Elect Director John V. Roos Management For For
1i Elect Director Robin Washington Management For For
1j Elect Director Maynard Webb Management For For
1k 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 Amend Certificate of Incorporation to Become a Public Benefit Corporation Shareholder Against Against
 
SAP SE
MEETING DATE:  MAY 12, 2021
TICKER:  SAP       SECURITY ID:  D66992104
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1 Receive Financial Statements and Statutory Reports for Fiscal Year 2020 (Non-Voting) Management None None
2 Approve Allocation of Income and Dividends of EUR 1.85 per Share Management For For
3 Approve Discharge of Management Board for Fiscal Year 2020 Management For For
4 Approve Discharge of Supervisory Board for Fiscal Year 2020 Management For For
5 Ratify KPMG AG as Auditors for Fiscal Year 2021 Management For For
6.1 Elect Qi Lu to the Supervisory Board Management For For
6.2 Elect Rouven Westphal to the Supervisory Board Management For For
7 Approve Issuance of Warrants/Bonds with Warrants Attached/Convertible Bonds without Preemptive Rights up to Aggregate Nominal Amount of EUR 10 Billion; Approve Creation of EUR 100 Million Pool of Capital to Guarantee Conversion Rights Management For For
8 Amend Corporate Purpose Management For For
9 Amend Articles Re: Proof of Entitlement Management For For
 
SLACK TECHNOLOGIES, INC.
MEETING DATE:  MAR 02, 2021
TICKER:  WORK       SECURITY ID:  83088V102
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
 
SMARTSHEET INC.
MEETING DATE:  JUN 17, 2021
TICKER:  SMAR       SECURITY ID:  83200N103
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Alissa Abdullah Management For For
1.2 Elect Director Brent Frei Management For For
1.3 Elect Director Michael Gregoire Management For For
1.4 Elect Director Rowan Trollope 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
 
STONECO LTD.
MEETING DATE:  DEC 11, 2020
TICKER:  STNE       SECURITY ID:  G85158106
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Andre Street Management For For
1.2 Elect Director Eduardo Cunha Monnerat Solon de Pontes Management For For
1.3 Elect Director Roberto Moses Thompson Motta Management For For
1.4 Elect Director Thomas A. Patterson Management For For
1.5 Elect Director Ali Mazanderani Management For For
1.6 Elect Director Silvio Jose Morais Management For For
1.7 Elect Director Luciana Ibiapina Lira Aguiar Management For For
2 Accept Financial Statements and Statutory Reports Management For For
 
SVMK INC.
MEETING DATE:  JUN 02, 2021
TICKER:  SVMK       SECURITY ID:  78489X103
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Susan L. Decker Management For For
1.2 Elect Director David A. Ebersman Management For For
1.3 Elect Director Erika H. James Management For For
1.4 Elect Director Sheryl K. Sandberg 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 Declassify the Board of Directors Shareholder None For
 
TALEND SA
MEETING DATE:  JUN 29, 2021
TICKER:  TLND       SECURITY ID:  874224207
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1 Ratify Appointment of Elissa Fink as Director Management For For
2 Ratify Appointment of Ryan Kearny as Director Management For For
3 Reelect Ryan Kearny as Director Management For For
4 Reelect Patrick Jones as Director Management For For
5 Reelect Christal Bemont as Director Management For For
6 Advisory Vote to Approve Named Executive Officers' Compensation Management For For
7 Approve Financial Statements and Statutory Reports Management For For
8 Approve Treatment of Losses Management For For
9 Approve Consolidated Financial Statements and Statutory Reports Management For For
10 Approve Transaction with Elissa Fink Re. Indemnification Agreement Management For For
11 Approve Transaction with Ryan Kearny Re. Indemnification Agreement Management For For
12 Approve Transaction with Michael Tuchen Re. Consulting Agreement Management For For
13 Approve Severance Agreement with Laurent Bride Management For For
14 Appoint KPMG LLP as Auditor Management For For
15 Authorize up to 2,300,000 Shares for Use in Restricted Stock Plans Management For For
16 Authorize Issuance of Warrants (BSA) without Preemptive Rights up to EUR 184,000 Management For For
17 Authorize up to 2,300,000 Shares for Use in Stock Option Plans Management For For
18 Set Total Limit for Capital Increase to Result from Issuance Requests Under Items 15-17 at EUR 184,000 Management For For
19 Authorize Capital Issuances for Use in Employee Stock Purchase Plans Management For For
 
TENABLE HOLDINGS, INC.
MEETING DATE:  MAY 25, 2021
TICKER:  TENB       SECURITY ID:  88025T102
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Arthur W. Coviello, Jr. Management For For
1.2 Elect Director Kimberly L. Hammonds Management For For
1.3 Elect Director Jerry M. Kennelly 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
 
THE NEW YORK TIMES COMPANY
MEETING DATE:  APR 28, 2021
TICKER:  NYT       SECURITY ID:  650111107
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Amanpal S. Bhutani Management For For
1.2 Elect Director Beth Brooke Management For For
1.3 Elect Director Brian P. McAndrews Management For For
1.4 Elect Director Doreen Toben Management For For
3 Ratify Ernst & Young LLP as Auditors Management For For
 
TRIMBLE INC.
MEETING DATE:  MAY 12, 2021
TICKER:  TRMB       SECURITY ID:  896239100
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Steven W. Berglund Management For For
1.2 Elect Director James C. Dalton Management For For
1.3 Elect Director Borje Ekholm Management For For
1.4 Elect Director Kaigham (Ken) Gabriel Management For For
1.5 Elect Director Meaghan Lloyd Management For For
1.6 Elect Director Sandra MacQuillan Management For For
1.7 Elect Director Robert G. Painter Management For For
1.8 Elect Director Mark S. Peek Management For For
1.9 Elect Director Johan Wibergh 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
 
TWILIO INC.
MEETING DATE:  JUN 16, 2021
TICKER:  TWLO       SECURITY ID:  90138F102
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Jeff Lawson Management For For
1.2 Elect Director Byron Deeter Management For For
1.3 Elect Director Jeffrey Epstein Management For For
2 Ratify KPMG LLP as Auditors Management For For
3 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
 
TWITTER, INC.
MEETING DATE:  JUN 24, 2021
TICKER:  TWTR       SECURITY ID:  90184L102
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Jesse Cohn Management For For
1b Elect Director Martha Lane Fox Management For For
1c Elect Director Fei-Fei Li Management For For
1d Elect Director David Rosenblatt 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 Declassify the Board of Directors Management For For
6 Report on Climate Change *Withdrawn Resolution* Shareholder None None
7 Require Independent Director Nominee with Human and/or Civil Rights Experience Shareholder Against Against
 
UBER TECHNOLOGIES, INC.
MEETING DATE:  MAY 10, 2021
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 Yasir Al-Rumayyan Management For For
1i Elect Director John Thain Management For For
1j Elect Director David I. Trujillo Management For For
1k 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 Eliminate Supermajority Vote Requirement Management For For
5 Report on Lobbying Payments and Policy Shareholder Against Against
 
VISA INC.
MEETING DATE:  JAN 26, 2021
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 Mary B. Cranston 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 John F. Lundgren Management For For
1g Elect Director Robert W. Matschullat Management For For
1h Elect Director Denise M. Morrison Management For For
1i Elect Director Suzanne Nora Johnson Management For For
1j Elect Director Linda J. Rendle Management For For
1k Elect Director John A. C. Swainson Management For For
1l Elect Director Maynard G. Webb, Jr. 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
5 Provide Holders of At Least 15% Class A Common Stock Right to Call Special Meeting Management For For
6 Provide Right to Act by Written Consent Shareholder Against Against
7 Amend Principles of Executive Compensation Program Shareholder Against Against
 
WEX INC.
MEETING DATE:  JUN 04, 2021
TICKER:  WEX       SECURITY ID:  96208T104
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Nancy Altobello Management For For
1.2 Elect Director Bhavana Bartholf Management For For
1.3 Elect Director Derrick Roman Management For For
1.4 Elect Director Regina O. Sommer Management For For
1.5 Elect Director Jack VanWoerkom Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For Against
3 Amend Omnibus Stock Plan Management For For
4 Declassify the Board of Directors Management For For
5 Ratify Deloitte & Touche LLP as Auditors Management For For
 
WORKDAY, INC.
MEETING DATE:  JUN 08, 2021
TICKER:  WDAY       SECURITY ID:  98138H101
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Aneel Bhusri Management For For
1.2 Elect Director Ann-Marie Campbell Management For For
1.3 Elect Director David A. Duffield Management For For
1.4 Elect Director Lee J. Styslinger, III 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
 
WORKIVA INC.
MEETING DATE:  JUN 03, 2021
TICKER:  WK       SECURITY ID:  98139A105
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Robert H. Herz Management For For
1.2 Elect Director David S. Mulcahy 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
 
ZENDESK, INC.
MEETING DATE:  MAY 18, 2021
TICKER:  ZEN       SECURITY ID:  98936J101
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Archana Agrawal Management For For
1b Elect Director Hilarie Koplow-McAdams Management For For
1c Elect Director Michelle 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
 
ZUORA, INC.
MEETING DATE:  JUN 22, 2021
TICKER:  ZUO       SECURITY ID:  98983V106
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Kenneth A. Goldman Management For For
1.2 Elect Director Tien Tzuo Management For For
2 Ratify KPMG LLP as Auditors Management For For
3 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For

VOTE SUMMARY REPORT
SELECT TECHNOLOGY PORTFOLIO
07/01/2020 - 06/30/2021

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.

 
ACACIA COMMUNICATIONS, INC.
MEETING DATE:  MAR 01, 2021
TICKER:  ACIA       SECURITY ID:  00401C108
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
 
ADVANCED MICRO DEVICES, INC.
MEETING DATE:  APR 07, 2021
TICKER:  AMD       SECURITY ID:  007903107
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
 
ADVANCED MICRO DEVICES, INC.
MEETING DATE:  MAY 19, 2021
TICKER:  AMD       SECURITY ID:  007903107
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director John E. Caldwell Management For For
1b Elect Director Nora M. Denzel Management For For
1c Elect Director Mark Durcan Management For For
1d Elect Director Michael P. Gregoire Management For For
1e Elect Director Joseph A. Householder Management For For
1f Elect Director John W. Marren Management For For
1g Elect Director Lisa T. Su Management For For
1h Elect Director Abhi Y. Talwalkar 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
 
ALIBABA GROUP HOLDING LIMITED
MEETING DATE:  SEP 30, 2020
TICKER:  9988       SECURITY ID:  G01719114
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1 Amend Articles of Association Management For For
2.1 Elect Maggie Wei Wu as Director Management For For
2.2 Elect Kabir Misra as Director Management For For
2.3 Elect Walter Teh Ming Kwauk as Director Management For For
3 Ratify PricewaterhouseCoopers as Auditors Management For For
 
ALIBABA GROUP HOLDING LIMITED
MEETING DATE:  SEP 30, 2020
TICKER:  9988       SECURITY ID:  01609W102
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1 Amend Articles of Association Management For For
2.1 Elect Maggie Wei Wu as Director Management For For
2.2 Elect Kabir Misra as Director Management For For
2.3 Elect Walter Teh Ming Kwauk as Director Management For For
3 Ratify PricewaterhouseCoopers as Auditors Management For For
 
AMYRIS, INC.
MEETING DATE:  MAY 28, 2021
TICKER:  AMRS       SECURITY ID:  03236M200
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Philip Eykerman Management For For
1.2 Elect Director Frank Kung Management For For
1.3 Elect Director John Melo Management For For
1.4 Elect Director Julie Spencer Washington Management For For
2 Ratify Macias Gini & O'Connell LLP as Auditors Management For For
3 Amend Qualified Employee Stock Purchase Plan Management For For
4 Increase Authorized Common Stock Management For For
 
APPLE INC.
MEETING DATE:  FEB 23, 2021
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 Andrea Jung Management For For
1e Elect Director Art Levinson Management For For
1f Elect Director Monica Lozano Management For For
1g Elect Director Ron Sugar Management For For
1h 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 Proxy Access Amendments Shareholder Against Against
5 Improve Principles of Executive Compensation Program Shareholder Against Against
 
APPLIED MATERIALS, INC.
MEETING DATE:  MAR 11, 2021
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 Adrianna C. Ma 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 Ratify KPMG LLP as Auditors Management For For
4 Amend Omnibus Stock Plan Management For For
5 Amend Qualified Employee Stock Purchase Plan Management For For
6 Require Independent Board Chairman Shareholder Against Against
7 Improve Executive Compensation Program and Policy Shareholder Against Against
 
ARRAY TECHNOLOGIES, INC.
MEETING DATE:  JUN 07, 2021
TICKER:  ARRY       SECURITY ID:  04271T100
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Troy Alstead Management For For
1.2 Elect Director Orlando D. Ashford Management For For
2 Ratify BDO USA, LLP as Auditors Management For For
 
AUTO1 GROUP SE
MEETING DATE:  JUN 24, 2021
TICKER:  AG1       SECURITY ID:  D0R06D102
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1 Receive Financial Statements and Statutory Reports for Fiscal Year 2020 (Non-Voting) Management None None
2 Approve Discharge of Management Board for Fiscal Year 2020 Management For For
3 Approve Discharge of Supervisory Board for Fiscal Year 2020 Management For For
4 Approve Remuneration Policy Management For Against
5 Approve Remuneration of Supervisory Board Management For For
 
AUTODESK, INC.
MEETING DATE:  JUN 16, 2021
TICKER:  ADSK       SECURITY ID:  052769106
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Andrew Anagnost Management For For
1b Elect Director Karen Blasing Management For For
1c Elect Director Reid French Management For For
1d Elect Director Ayanna Howard Management For For
1e Elect Director Blake Irving Management For For
1f Elect Director Mary T. McDowell Management For For
1g Elect Director Stephen Milligan Management For For
1h Elect Director Lorrie M. Norrington Management For For
1i Elect Director Elizabeth (Betsy) Rafael Management For For
1j Elect Director Stacy J. Smith 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
 
AVNET, INC.
MEETING DATE:  NOV 17, 2020
TICKER:  AVT       SECURITY ID:  053807103
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Rodney C. Adkins Management For For
1b Elect Director Carlo Bozotti Management For For
1c Elect Director Michael A. Bradley Management For For
1d Elect Director Brenda L. Freeman Management For For
1e Elect Director Jo Ann Jenkins Management For For
1f Elect Director Oleg Khaykin Management For For
1g Elect Director James A. Lawrence Management For For
1h Elect Director Avid Modjtabai Management For For
1i Elect Director Adalio T. Sanchez Management For For
1j Elect Director William H. Schumann, III Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Ratify KPMG LLP as Auditors Management For For
 
BALLARD POWER SYSTEMS INC.
MEETING DATE:  JUN 02, 2021
TICKER:  BLDP       SECURITY ID:  058586108
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1A Elect Director Douglas P. Hayhurst Management For For
1B Elect Director Kui (Kevin) Jiang Management For Withhold
1C Elect Director Duy-Loan Le Management For For
1D Elect Director Randy MacEwen Management For For
1E Elect Director Marty Neese Management For For
1F Elect Director James Roche Management For For
1G Elect Director Shaojun (Sherman) Sun Management For For
1H Elect Director Janet Woodruff Management For For
2 Approve KPMG LLP as Auditors and Authorize Board to Fix Their Remuneration Management For For
3 Advisory Vote on Executive Compensation Approach Management For For
4 Re-approve Equity-Based Compensation Plans Management For For
 
CAESARS ENTERTAINMENT, INC.
MEETING DATE:  JUN 15, 2021
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 For
1.5 Elect Director Don R. Kornstein Management For For
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 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 Authorize New Class of Preferred Stock Management For For
 
CAPGEMINI SE
MEETING DATE:  MAY 20, 2021
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 1.95 per Share Management For For
4 Approve Auditors' Special Report on Related-Party Transactions Management For For
5 Approve Compensation of Paul Hermelin, Chairman and CEO Until 20 May 2020 Management For For
6 Approve Compensation of Aiman Ezzat, Vice-CEO Until 20 May 2020 Management For For
7 Approve Compensation of Paul Hermelin, Chairman of the Board Since 20 May 2020 Management For For
8 Approve Compensation of Aiman Ezzat, CEO Since 20 May 2020 Management For For
9 Approve Compensation of Corporate Officers Management For For
10 Approve Remuneration Policy of Chairman of the Board Management For For
11 Approve Remuneration Policy of CEO Management For For
12 Approve Remuneration Policy of Directors Management For For
13 Reelect Patrick Pouyanne as Director Management For For
14 Elect Tanja Rueckert as Director Management For For
15 Elect Kurt Sievers as Director Management For For
16 Authorize Repurchase of Up to 10 Percent of Issued Share Capital Management For For
17 Amend Articles 12 of Bylaws to Comply with Legal Changes Management For For
18 Authorize up to 1.2 Percent of Issued Capital for Use in Restricted Stock Plans Under Performance Conditions Reserved for Employees and Executive Officers Management For For
19 Authorize Capital Issuances for Use in Employee Stock Purchase Plans Management For For
20 Authorize Capital Issuances for Use in Employee Stock Purchase Plans Reserved for Employees of International Subsidiaries Management For For
21 Authorize Filing of Required Documents/Other Formalities Management For For
 
CLOUDFLARE, INC.
MEETING DATE:  JUN 03, 2021
TICKER:  NET       SECURITY ID:  18915M107
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Maria Eitel Management For For
1.2 Elect Director Matthew Prince Management For For
1.3 Elect Director Katrin Suder 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
 
COGNIZANT TECHNOLOGY SOLUTIONS CORPORATION
MEETING DATE:  JUN 01, 2021
TICKER:  CTSH       SECURITY ID:  192446102
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Zein Abdalla Management For For
1b Elect Director Vinita Bali Management For For
1c Elect Director Maureen Breakiron-Evans Management For For
1d Elect Director Archana Deskus Management For For
1e Elect Director John M. Dineen Management For For
1f Elect Director Brian Humphries Management For For
1g Elect Director Leo S. Mackay, Jr. Management For For
1h Elect Director Michael Patsalos-Fox Management For For
1i Elect Director Joseph M. Velli Management For For
1j Elect Director Sandra S. Wijnberg 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 Act by Written Consent Shareholder Against Against
 
CROWDSTRIKE HOLDINGS, INC.
MEETING DATE:  JUL 06, 2020
TICKER:  CRWD       SECURITY ID:  22788C105
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Denis J. O'Leary Management For For
1.2 Elect Director Joseph E. Sexton Management For For
1.3 Elect Director Godfrey R. Sullivan Management For For
2 Ratify PricewaterhouseCoopers LLP as Auditors Management For For
 
CROWDSTRIKE HOLDINGS, INC.
MEETING DATE:  JUN 30, 2021
TICKER:  CRWD       SECURITY ID:  22788C105
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Roxanne S. Austin Management For For
1.2 Elect Director Sameer K. Gandhi Management For For
1.3 Elect Director Gerhard Watzinger 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 Three Years One Year
5 Amend Qualified Employee Stock Purchase Plan Management For For
 
DXC TECHNOLOGY COMPANY
MEETING DATE:  AUG 13, 2020
TICKER:  DXC       SECURITY ID:  23355L106
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Mukesh Aghi Management For For
1b Elect Director Amy E. Alving Management For For
1c Elect Director David A. Barnes Management For For
1d Elect Director Raul J. Fernandez Management For For
1e Elect Director David L. Herzog Management For For
1f Elect Director Mary L. Krakauer Management For For
1g Elect Director Ian C. Read Management For For
1h Elect Director Michael J. Salvino Management For For
1i Elect Director Manoj P. Singh Management For For
1j Elect Director Robert F. Woods 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 Amend Omnibus Stock Plan Management For For
5 Amend Non-Employee Director Restricted Stock Plan Management For For
 
ELASTIC N.V.
MEETING DATE:  OCT 21, 2020
TICKER:  ESTC       SECURITY ID:  N14506104
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Jonathan Chadwick Management For For
1b Elect Director Michelangelo Volpi Management For For
2 Adopt Financial Statements and Statutory Reports Management For For
3 Approve Discharge of Executive Director Management For For
4 Approve Discharge of Non-Executive Directors Management For For
5 Ratify PricewaterhouseCoopers LLP as Auditors Management For For
6 Authorize Repurchase of Up to 10 Percent of Issued Share Capital Management For For
7 Advisory Vote on Say on Pay Frequency Management One Year One Year
 
FIDELITY NATIONAL INFORMATION SERVICES, INC.
MEETING DATE:  MAY 19, 2021
TICKER:  FIS       SECURITY ID:  31620M106
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Ellen R. Alemany Management For For
1b Elect Director Jeffrey A. Goldstein Management For For
1c Elect Director Lisa A. Hook Management For For
1d Elect Director Keith W. Hughes Management For For
1e Elect Director Gary L. Lauer Management For For
1f Elect Director Gary A. Norcross Management For For
1g Elect Director Louise M. Parent Management For For
1h Elect Director Brian T. Shea Management For For
1i Elect Director James B. Stallings, Jr. Management For For
1j Elect Director Jeffrey E. Stiefler Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Ratify KPMG LLP as Auditors Management For For
 
FIREEYE, INC.
MEETING DATE:  JUN 11, 2021
TICKER:  FEYE       SECURITY ID:  31816Q101
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Sara C. Andrews Management For For
1b Elect Director Adrian McDermott Management For For
1c Elect Director Robert E. Switz 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
 
FISERV, INC.
MEETING DATE:  MAY 19, 2021
TICKER:  FISV       SECURITY ID:  337738108
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Frank J. Bisignano Management For For
1.2 Elect Director Alison Davis Management For For
1.3 Elect Director Henrique de Castro Management For For
1.4 Elect Director Harry F. DiSimone Management For For
1.5 Elect Director Dennis F. Lynch Management For For
1.6 Elect Director Heidi G. Miller Management For For
1.7 Elect Director Scott C. Nuttall Management For For
1.8 Elect Director Denis J. O'Leary Management For For
1.9 Elect Director Doyle R. Simons Management For For
1.10 Elect Director Kevin M. Warren 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
 
FIVE9, INC.
MEETING DATE:  MAY 12, 2021
TICKER:  FIVN       SECURITY ID:  338307101
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Michael Burdiek Management For For
1.2 Elect Director David DeWalt Management For For
1.3 Elect Director Susan Barsamian Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Ratify KPMG LLP as Auditors Management For For
 
FLEX LTD.
MEETING DATE:  AUG 07, 2020
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 Jennifer Li Management For For
1d Elect Director Marc A. Onetto Management For For
1e Elect Director Erin L. McSweeney Management For For
1f Elect Director Willy C. Shih 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 William D. Watkins Management For For
1j Elect Director Lawrence A. Zimmerman 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 Amend Omnibus Stock Plan Management For For
5 Approve Issuance of Shares without Preemptive Rights Management For For
6 Authorize Share Repurchase Program Management For For
 
GENPACT LIMITED
MEETING DATE:  MAY 05, 2021
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 Mark Nunnelly Management For For
1.10 Elect Director Brian Stevens Management For For
1.11 Elect Director Mark Verdi Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Ratify KPMG as Auditors Management For For
 
GLOBAL PAYMENTS INC.
MEETING DATE:  APR 29, 2021
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 Kriss Cloninger, III Management For For
1e Elect Director William I Jacobs Management For For
1f Elect Director Joia M. Johnson Management For For
1g Elect Director Ruth Ann Marshall Management For For
1h Elect Director Connie D. McDaniel Management For For
1i Elect Director William B. Plummer Management For For
1j Elect Director Jeffrey S. Sloan Management For For
1k Elect Director John T. Turner Management For For
1l Elect Director M. Troy Woods 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 Provide Right to Act by Written Consent Shareholder Against Against
 
GODADDY INC.
MEETING DATE:  JUN 02, 2021
TICKER:  GDDY       SECURITY ID:  380237107
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Herald Y. Chen Management For For
1.2 Elect Director Brian H. Sharples Management For For
1.3 Elect Director Leah Sweet 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
 
GOPRO, INC.
MEETING DATE:  JUN 01, 2021
TICKER:  GPRO       SECURITY ID:  38268T103
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Nicholas Woodman Management For For
1.2 Elect Director Tyrone Ahmad-Taylor Management For For
1.3 Elect Director Kenneth Goldman Management For For
1.4 Elect Director Peter Gotcher Management For For
1.5 Elect Director James Lanzone Management For For
1.6 Elect Director Alexander Lurie Management For For
1.7 Elect Director Susan Lyne Management For For
1.8 Elect Director Frederic Welts Management For For
1.9 Elect Director Lauren Zalaznick 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
 
HON HAI PRECISION INDUSTRY CO., LTD.
MEETING DATE:  JUN 23, 2021
TICKER:  2317       SECURITY ID:  Y36861105
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1 Approve Business Operations Report and Financial Statements Management For For
2 Approve Plan on Profit Distribution Management For For
3 Approve Release of Restrictions of Competitive Activities of Directors Management For For
 
HUBSPOT, INC.
MEETING DATE:  JUN 03, 2021
TICKER:  HUBS       SECURITY ID:  443573100
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Brian Halligan Management For For
1b Elect Director Ron Gill Management For For
1c Elect Director Jill Ward Management For For
2 Ratify PricewaterhouseCoopers LLP as Auditors Management For For
3 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
 
II-VI INCORPORATED
MEETING DATE:  NOV 09, 2020
TICKER:  IIVI       SECURITY ID:  902104108
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Joseph J. Corasanti Management For For
1b Elect Director Patricia Hatter Management For For
1c Elect Director Marc Y. E. Pelaez 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 Ernst & Young LLP as Auditors Management For For
 
II-VI INCORPORATED
MEETING DATE:  JUN 24, 2021
TICKER:  IIVI       SECURITY ID:  902104108
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
 
INTEL CORPORATION
MEETING DATE:  MAY 13, 2021
TICKER:  INTC       SECURITY ID:  458140100
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Patrick P. Gelsinger Management For For
1b Elect Director James J. Goetz Management For For
1c Elect Director Alyssa Henry Management For For
1d Elect Director Omar Ishrak Management For For
1e Elect Director Risa Lavizzo-Mourey Management For For
1f Elect Director Tsu-Jae King Liu Management For For
1g Elect Director Gregory D. Smith Management For For
1h Elect Director Dion J. Weisler Management For For
1i Elect Director Frank D. Yeary Management For For
2 Ratify Ernst & Young LLP as Auditors Management For For
3 Advisory Vote to Ratify Named Executive Officers' Compensation Management For Against
4 Provide Right to Act by Written Consent Shareholder Against Against
5 Report on Global Median Gender/Racial Pay Gap Shareholder Against Against
6 Report on Whether Written Policies or Unwritten Norms Reinforce Racism in Company Culture Shareholder Against Against
 
JABIL INC.
MEETING DATE:  JAN 21, 2021
TICKER:  JBL       SECURITY ID:  466313103
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Anousheh Ansari Management For For
1b Elect Director Martha F. Brooks Management For For
1c Elect Director Christopher S. Holland Management For For
1d Elect Director Timothy L. Main Management For For
1e Elect Director Mark T. Mondello Management For For
1f Elect Director John C. Plant Management For For
1g Elect Director Steven A. Raymund Management For For
1h Elect Director Thomas A. Sansone Management For For
1i Elect Director David M. Stout Management For For
1j Elect Director Kathleen A. Walters 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 Approve Omnibus Stock Plan Management For For
5 Amend Qualified Employee Stock Purchase Plan Management For For
 
KAKAO CORP.
MEETING DATE:  MAR 29, 2021
TICKER:  035720       SECURITY ID:  Y4519H119
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1 Approve Financial Statements and Allocation of Income Management For For
2.1 Amend Articles of Incorporation (Business Objectives) Management For For
2.2 Amend Articles of Incorporation (Amendments Relating to Fiscal Year End) Management For For
2.3 Amend Articles of Incorporation (Amendments Relating to Audit Committee) Management For For
2.4 Amend Articles of Incorporation (Miscellaneous) Management For For
2.5 Amend Articles of Incorporation (Stock Split) Management For For
3.1 Elect Choi Se-jung as Outside Director Management For For
3.2 Elect Cho Kyu-jin as Outside Director Management For For
3.3 Elect Park Sae-rom as Outside Director Management For For
4 Elect Yun Seok as Outside Director to Serve as an Audit Committee Member Management For For
5.1 Elect Choi Se-jung as a Member of Audit Committee Management For For
5.2 Elect Cho Kyu-jin as a Member of Audit Committee Management For For
6 Approve Total Remuneration of Inside Directors and Outside Directors Management For For
7 Approve Stock Option Grants Management For For
8 Approve Split-Off Agreement Management For For
 
LAM RESEARCH CORPORATION
MEETING DATE:  NOV 03, 2020
TICKER:  LRCX       SECURITY ID:  512807108
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Sohail U. Ahmed Management For For
1.2 Elect Director Timothy M. Archer Management For For
1.3 Elect Director Eric K. Brandt Management For For
1.4 Elect Director Michael R. Cannon Management For For
1.5 Elect Director Catherine P. Lego Management For For
1.6 Elect Director Bethany J. Mayer Management For For
1.7 Elect Director Abhijit Y. Talwalkar Management For For
1.8 Elect Director Lih Shyng (Rick L.) Tsai Management For For
1.9 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
 
LG CHEM LTD.
MEETING DATE:  OCT 30, 2020
TICKER:  051910       SECURITY ID:  Y52758102
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1 Approve Split-Off Agreement Management For For
 
LG CHEM LTD.
MEETING DATE:  MAR 25, 2021
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 Amend Articles of Incorporation Management For For
3 Elect Cha Dong Seok as Inside Director Management For For
4 Elect Kim Mun-Su as Outside Director to Serve as an Audit Committee Member Management For Against
5 Approve Total Remuneration of Inside Directors and Outside Directors Management For For
 
LIVE NATION ENTERTAINMENT, INC.
MEETING DATE:  JUN 10, 2021
TICKER:  LYV       SECURITY ID:  538034109
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Maverick Carter Management For For
1.2 Elect Director Ari Emanuel - Withdrawn Management None None
1.3 Elect Director Ping Fu Management For For
1.4 Elect Director Jeffrey T. Hinson Management For For
1.5 Elect Director Chad Hollingsworth Management For For
1.6 Elect Director James Iovine Management For For
1.7 Elect Director James S. Kahan Management For For
1.8 Elect Director Gregory B. Maffei Management For For
1.9 Elect Director Randall T. Mays Management For For
1.10 Elect Director Michael Rapino Management For For
1.11 Elect Director Mark S. Shapiro Management For For
1.12 Elect Director Dana Walden Management For For
2 Ratify Ernst & Young LLP as Auditors Management For For
 
LIVEPERSON, INC.
MEETING DATE:  MAY 26, 2021
TICKER:  LPSN       SECURITY ID:  538146101
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Kevin C. Lavan Management For For
1b Elect Director Robert P. LoCascio 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
4 Amend Omnibus Stock Plan Management For For
 
LYFT, INC.
MEETING DATE:  JUN 17, 2021
TICKER:  LYFT       SECURITY ID:  55087P104
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director John Zimmer Management For For
1.2 Elect Director Valerie Jarrett Management For For
1.3 Elect Director David Lawee 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 Lobbying Payments and Policy Shareholder Against For
 
MARVELL TECHNOLOGY GROUP LTD.
MEETING DATE:  JUL 23, 2020
TICKER:  MRVL       SECURITY ID:  G5876H105
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1A Elect Director Tudor Brown Management For For
1B Elect Director Brad Buss Management For For
1C Elect Director Edward Frank Management For For
1D Elect Director Richard S. Hill Management For For
1E Elect Director Bethany Mayer Management For For
1F Elect Director Matthew J. Murphy Management For For
1G Elect Director Michael Strachan Management For For
1H Elect Director Robert E. Switz 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
 
MARVELL TECHNOLOGY GROUP LTD.
MEETING DATE:  APR 15, 2021
TICKER:  MRVL       SECURITY ID:  G5876H105
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1 Reduce Supermajority Vote Requirement to Approve Merger Management For For
2 Approve Merger Agreement Management For For
3 Adjourn Meeting Management For For
 
MASTERCARD INCORPORATED
MEETING DATE:  JUN 22, 2021
TICKER:  MA       SECURITY ID:  57636Q104
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Ajay Banga Management For For
1b Elect Director Merit E. Janow Management For For
1c Elect Director Richard K. Davis Management For For
1d Elect Director Steven J. Freiberg Management For For
1e Elect Director Julius Genachowski Management For For
1f Elect Director Choon Phong Goh Management For For
1g Elect Director Oki Matsumoto Management For For
1h Elect Director Michael Miebach Management For For
1i Elect Director Youngme Moon Management For For
1j Elect Director Rima Qureshi Management For For
1k Elect Director Jose Octavio Reyes Lagunes Management For For
1l Elect Director Gabrielle Sulzberger Management For For
1m Elect Director Jackson Tai Management For For
1n Elect Director Lance Uggla 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 Omnibus Stock Plan Management For For
5 Amend Non-Employee Director Omnibus Stock Plan Management For For
6 Eliminate Supermajority Vote Requirement Management For For
 
MICRON TECHNOLOGY, INC.
MEETING DATE:  JAN 14, 2021
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 Mary Pat McCarthy Management For For
1e Elect Director Sanjay Mehrotra Management For For
1f Elect Director Robert E. Switz Management For For
1g 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
 
MICROSOFT CORPORATION
MEETING DATE:  DEC 02, 2020
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-Stoll 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 Charles W. Scharf Management For For
1.8 Elect Director Arne M. Sorenson 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 Employee Representation on the Board of Directors Shareholder Against Against
 
MONGODB, INC.
MEETING DATE:  JUL 10, 2020
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
 
MONGODB, INC.
MEETING DATE:  JUN 29, 2021
TICKER:  MDB       SECURITY ID:  60937P106
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Roelof Botha Management For For
1.2 Elect Director Dev Ittycheria Management For For
1.3 Elect Director John McMahon Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Ratify PricewaterhouseCoopers LLP as Auditors Management For For
 
NEL ASA
MEETING DATE:  APR 15, 2021
TICKER:  NEL       SECURITY ID:  R4S21L127
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1 Open Meeting; Registration of Attending Shareholders and Proxies Management None None
2 Elect Chairman of Meeting; Designate Inspector(s) of Minutes of Meeting Management For Did Not Vote
3 Approve Notice of Meeting and Agenda Management For Did Not Vote
4 Accept Financial Statements and Statutory Reports Management For Did Not Vote
5 Discuss Company's Corporate Governance Statement Management None None
6 Approve Remuneration of Directors in the Amount of NOK 600,000 for Chairman and NOK 325,000 for Other Directors Management For Did Not Vote
7 Approve Remuneration of Nominating Committee; Approve Remuneration of Members of the Audit Committee Management For Did Not Vote
8 Approve Remuneration of Auditors Management For Did Not Vote
9 Approve Remuneration Policy And Other Terms of Employment For Executive Management Management For Did Not Vote
10.1 Approve Equity Plan Financing Through Issuance of Shares Management For Did Not Vote
10.2 Approve Creation of NOK 29.1 Million Pool of Capital without Preemptive Rights Management For Did Not Vote
11.1 Approve Equity Plan Financing Through Repurchase of Shares Management For Did Not Vote
11.2 Authorize Share Repurchase Program Management For Did Not Vote
12.1 Reelect Ole Enger as Director (Chairman) Management For Did Not Vote
12.2 Reelect Hanne Blume as Director Management For Did Not Vote
12.3 Reelect Charlotta Falvin as Director Management For Did Not Vote
12.4 Reelect Finn Jebsen as Director Management For Did Not Vote
12.5 Reelect Beatriz Malo de Molina as Director Management For Did Not Vote
12.6 Reelect Tom Rotjer as Director Management For Did Not Vote
13.1 Elect Fredrik Thoresen (Chair) as Member of Nominating Committee Management For Did Not Vote
13.2 Elect Leif Eriksrod as Member of Nominating Committee Management For Did Not Vote
13.3 Elect Eivind Sars Veddeng as Member of Nominating Committee Management For Did Not Vote
 
NUANCE COMMUNICATIONS, INC.
MEETING DATE:  FEB 02, 2021
TICKER:  NUAN       SECURITY ID:  67020Y100
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Mark Benjamin Management For For
1.2 Elect Director Daniel Brennan Management For For
1.3 Elect Director Lloyd Carney Management For For
1.4 Elect Director Thomas Ebling Management For For
1.5 Elect Director Robert Finocchio Management For For
1.6 Elect Director Laura S. Kaiser Management For For
1.7 Elect Director Michal Katz Management For For
1.8 Elect Director Mark Laret Management For For
1.9 Elect Director Sanjay Vaswani 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
4 Provide Right to Act by Written Consent Shareholder Against Against
 
NUTANIX, INC.
MEETING DATE:  DEC 11, 2020
TICKER:  NTNX       SECURITY ID:  BFI084000
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Susan L. Bostrom Management For For
1b Elect Director Steven J. Gomo Management For For
1c Elect Director Max de Groen 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
 
NVIDIA CORPORATION
MEETING DATE:  JUN 03, 2021
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 Ratify PricewaterhouseCoopers LLP as Auditors Management For For
4 Increase Authorized Common Stock Management For For
 
NXP SEMICONDUCTORS N.V.
MEETING DATE:  MAY 26, 2021
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 Peter Bonfield as Non-Executive Director Management For For
3c Elect Annette Clayton as Non-Executive Director Management For For
3d Elect Anthony Foxx as Non-Executive Director Management For For
3e Reelect Kenneth A. Goldman as Non-Executive Director Management For For
3f Reelect Josef Kaeser as Non-Executive Director Management For For
3g Reelect Lena Olving as Non-Executive Director Management For For
3h Reelect Peter Smitham as Non-Executive Director Management For For
3i Reelect Julie Southern as Non-Executive Director Management For For
3j Reelect Jasmin Staiblin as Non-Executive Director Management For For
3k Reelect Gregory L. Summe as Non-Executive Director Management For For
3l Reelect Karl-Henrik Sundstrom 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 Approve Remuneration of the Non Executive Members of the Board Management For For
9 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
 
ON SEMICONDUCTOR CORPORATION
MEETING DATE:  MAY 20, 2021
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 Gilles Delfassy Management For For
1f Elect Director Hassane S. El-Khoury Management For For
1g Elect Director Bruce E. Kiddoo Management For For
1h Elect Director Paul A. Mascarenas Management For For
1i Elect Director Gregory L. Waters Management For For
1j Elect Director Christine Y. Yan 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 Amend Omnibus Stock Plan Management For For
 
ORACLE CORPORATION
MEETING DATE:  NOV 04, 2020
TICKER:  ORCL       SECURITY ID:  68389X105
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Jeffrey S. Berg Management For For
1.2 Elect Director Michael J. Boskin Management For For
1.3 Elect Director Safra A. Catz Management For For
1.4 Elect Director Bruce R. Chizen Management For For
1.5 Elect Director George H. Conrades Management For For
1.6 Elect Director Lawrence J. Ellison Management For For
1.7 Elect Director Rona A. Fairhead Management For For
1.8 Elect Director Jeffrey O. Henley Management For For
1.9 Elect Director Renee J. James Management For For
1.10 Elect Director Charles W. Moorman, IV Management For For
1.11 Elect Director Leon E. Panetta Management For For
1.12 Elect Director William G. Parrett Management For For
1.13 Elect Director Naomi O. Seligman Management For For
1.14 Elect Director Vishal Sikka Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Approve Omnibus Stock Plan Management For For
4 Ratify Ernst & Young LLP as Auditors Management For For
5 Report on Gender Pay Gap Shareholder Against For
6 Require Independent Board Chair Shareholder Against Against
 
PAGSEGURO DIGITAL LTD.
MEETING DATE:  JUL 29, 2020
TICKER:  PAGS       SECURITY ID:  G68707101
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1 Accept Consolidated Financial Statements and Statutory Reports Management For For
2.1 Elect Director Luis Frias Management For For
2.2 Elect Director Maria Judith de Brito Management For For
2.3 Elect Director Eduardo Alcaro Management For For
2.4 Elect Director Noemia Mayumi Fukugauti Gushiken Management For For
2.5 Elect Director Cleveland Prates Teixeira Management For For
2.6 Elect Director Marcia Nogueira de Mello Management For For
2.7 Elect Director Ricardo Dutra da Silva Management For For
3 Amend Restricted Stock Plan Management For For
4 Authorize Board to Ratify and Execute Approved Resolutions Management For For
 
PAYPAL HOLDINGS, INC.
MEETING DATE:  MAY 26, 2021
TICKER:  PYPL       SECURITY ID:  70450Y103
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Rodney C. Adkins Management For For
1b Elect Director Jonathan Christodoro Management For For
1c Elect Director John J. Donahoe Management For For
1d Elect Director David W. Dorman Management For For
1e Elect Director Belinda J. Johnson Management For For
1f Elect Director Gail J. McGovern Management For For
1g Elect Director Deborah M. Messemer Management For For
1h Elect Director David M. Moffett Management For For
1i Elect Director Ann M. Sarnoff Management For For
1j Elect Director Daniel H. Schulman Management For For
1k Elect Director Frank D. Yeary 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 Act by Written Consent Shareholder Against Against
5 Report on Whether Written Policies or Unwritten Norms Reinforce Racism in Company Culture Shareholder Against Against
 
PINDUODUO, INC.
MEETING DATE:  JUL 22, 2020
TICKER:  PDD       SECURITY ID:  722304102
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1 Elect Director Zheng Huang Management For For
2 Elect Director Haifeng Lin Management For For
3 Elect Director Nanpeng Shen Management For For
4 Elect Director Qi Lu Management For For
5 Elect Director George Yong-Boon Yeo Management For For
6 Elect Director Anthony Kam Ping Leung Management For For
7 Elect Director Lei Chen Management For For
 
PORCH GROUP, INC.
MEETING DATE:  JUN 09, 2021
TICKER:  PRCH       SECURITY ID:  733245104
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Javier Saade Management For For
1.2 Elect Director Chris Terrill Management For For
1.3 Elect Director Margaret Whelan Management For For
2 Ratify Ernst & Young LLP as Auditors Management For For
 
QUALCOMM INCORPORATED
MEETING DATE:  MAR 10, 2021
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 Mark Fields Management For For
1c Elect Director Jeffrey W. Henderson Management For For
1d Elect Director Gregory N. Johnson Management For For
1e Elect Director Ann M. Livermore Management For For
1f Elect Director Harish Manwani Management For For
1g Elect Director Mark D. McLaughlin Management For For
1h Elect Director Jamie S. Miller Management For For
1i Elect Director Steve Mollenkopf Management For For
1j Elect Director Clark T. "Sandy" Randt, Jr. Management For For
1k Elect Director Irene B. Rosenfeld Management For For
1l Elect Director Kornelis "Neil" Smit Management For For
1m Elect Director Jean-Pascal Tricoire Management For For
1n Elect Director Anthony J. Vinciquerra Management For For
2 Ratify PricewaterhouseCoopers LLP as Auditors Management For For
3 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
 
RAPID7, INC.
MEETING DATE:  JUN 10, 2021
TICKER:  RPD       SECURITY ID:  753422104
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Michael Berry Management For For
1.2 Elect Director Marc Brown Management For For
1.3 Elect Director Christina Kosmowski Management For For
2 Ratify KPMG LLP as Auditors Management For For
3 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
 
REALPAGE, INC.
MEETING DATE:  MAR 08, 2021
TICKER:  RP       SECURITY ID:  75606N109
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
 
RELIANCE INDUSTRIES LTD.
MEETING DATE:  JUL 15, 2020
TICKER:  500325       SECURITY ID:  Y72570180
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.a Accept Financial Statements and Statutory Reports Management For For
1.b Accept Consolidated Financial Statements and Statutory Reports Management For For
2 Approve Dividends Management For For
3 Reelect Hital R. Meswani as Director Management For Against
4 Reelect P.M.S. Prasad as Director Management For Against
5 Approve Reappointment and Remuneration of Hital R. Meswani as a Whole-time Director Management For For
6 Elect K. V. Chowdary as Director Management For Against
7 Approve Remuneration of Cost Auditors Management For For
 
RELIANCE INDUSTRIES LTD.
MEETING DATE:  JUL 15, 2020
TICKER:  500325       SECURITY ID:  Y72596102
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.a Accept Financial Statements and Statutory Reports Management For For
1.b Accept Consolidated Financial Statements and Statutory Reports Management For For
2 Approve Dividends Management For For
3 Reelect Hital R. Meswani as Director Management For Against
4 Reelect P.M.S. Prasad as Director Management For Against
5 Approve Reappointment and Remuneration of Hital R. Meswani as a Whole-time Director Management For For
6 Elect K. V. Chowdary as Director Management For Against
7 Approve Remuneration of Cost Auditors Management For For
 
RELIANCE INDUSTRIES LTD.
MEETING DATE:  MAR 31, 2021
TICKER:  500325       SECURITY ID:  Y72570180
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1 Approve Scheme of Arrangement Management For For
 
RELIANCE INDUSTRIES LTD.
MEETING DATE:  MAR 31, 2021
TICKER:  500325       SECURITY ID:  Y72596102
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1 Approve Scheme of Arrangement Management For For
 
RELIANCE INDUSTRIES LTD.
MEETING DATE:  JUN 24, 2021
TICKER:  500325       SECURITY ID:  Y72570206
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Accept 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 Elect Nikhil R. Meswani as Director Management For Against
4 Elect Pawan Kumar Kapil as Director Management For Against
5 Reelect Shumeet Banerji as Director Management For For
6 Approve Remuneration of Cost Auditors Management For For
 
RELIANCE INDUSTRIES LTD.
MEETING DATE:  JUN 24, 2021
TICKER:  500325       SECURITY ID:  Y72596102
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Accept 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 Elect Nikhil R. Meswani as Director Management For Against
4 Elect Pawan Kumar Kapil as Director Management For Against
5 Reelect Shumeet Banerji as Director Management For For
6 Approve Remuneration of Cost Auditors Management For For
 
RINGCENTRAL, INC.
MEETING DATE:  JUN 04, 2021
TICKER:  RNG       SECURITY ID:  76680R206
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Vladimir Shmunis Management For For
1.2 Elect Director Kenneth Goldman Management For For
1.3 Elect Director Michelle McKenna Management For For
1.4 Elect Director Robert Theis Management For For
1.5 Elect Director Allan Thygesen Management For For
1.6 Elect Director Neil Williams Management For For
1.7 Elect Director Mignon Clyburn Management For For
1.8 Elect Director Arne Duncan Management For For
2 Ratify KPMG LLP as Auditors Management For For
3 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
 
SABRE CORPORATION
MEETING DATE:  APR 28, 2021
TICKER:  SABR       SECURITY ID:  78573M104
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director George Bravante, Jr. Management For For
1.2 Elect Director Herve Couturier Management For For
1.3 Elect Director Gary Kusin Management For For
1.4 Elect Director Gail Mandel Management For For
1.5 Elect Director Sean Menke Management For For
1.6 Elect Director Phyllis Newhouse Management For For
1.7 Elect Director Karl Peterson Management For For
1.8 Elect Director Zane Rowe Management For For
1.9 Elect Director Gregg Saretsky Management For For
1.10 Elect Director John Scott Management For For
1.11 Elect Director Wendi Sturgis Management For For
2 Ratify Ernst & Young LLP as Auditors Management For For
3 Approve Omnibus Stock Plan Management For Against
4 Advisory Vote to Ratify Named Executive Officers' Compensation Management For Against
5 Advisory Vote on Say on Pay Frequency Management One Year One Year
 
SALESFORCE.COM, INC.
MEETING DATE:  JUN 10, 2021
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 Craig Conway Management For For
1c Elect Director Parker Harris Management For For
1d Elect Director Alan Hassenfeld Management For For
1e Elect Director Neelie Kroes Management For For
1f Elect Director Colin Powell Management For For
1g Elect Director Sanford Robertson Management For For
1h Elect Director John V. Roos Management For For
1i Elect Director Robin Washington Management For For
1j Elect Director Maynard Webb Management For For
1k 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 Amend Certificate of Incorporation to Become a Public Benefit Corporation Shareholder Against Against
 
SAMSUNG ELECTRONICS CO., LTD.
MEETING DATE:  MAR 17, 2021
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
2.1.1 Elect Park Byung-gook as Outside Director Management For For
2.1.2 Elect Kim Jeong as Outside Director Management For For
2.2.1 Elect Kim Kinam as Inside Director Management For For
2.2.2 Elect Kim Hyun-suk as Inside Director Management For For
2.2.3 Elect Koh Dong-jin as Inside Director Management For For
3 Elect Kim Sun-uk as Outside Director to Serve as an Audit Committee Member Management For For
4 Approve Total Remuneration of Inside Directors and Outside Directors Management For For
 
SEMTECH CORPORATION
MEETING DATE:  JUN 10, 2021
TICKER:  SMTC       SECURITY ID:  816850101
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Martin S.J. Burvill Management For For
1.2 Elect Director Rodolpho C. Cardenuto Management For For
1.3 Elect Director Bruce C. Edwards Management For For
1.4 Elect Director Saar Gillai Management For For
1.5 Elect Director Rockell N. Hankin Management For For
1.6 Elect Director Ye Jane Li Management For For
1.7 Elect Director James T. Lindstrom Management For For
1.8 Elect Director Paula LuPriore Management For For
1.9 Elect Director Mohan R. Maheswaran Management For For
1.10 Elect Director Sylvia Summers 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
 
SITIME CORPORATION
MEETING DATE:  JUN 02, 2021
TICKER:  SITM       SECURITY ID:  82982T106
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Edward H. Frank Management For For
1.2 Elect Director Christine A. Heckart Management For For
1.3 Elect Director Tom D. Yiu Management For For
2 Ratify BDO USA, LLP as Auditors Management For For
 
SJM HOLDINGS LIMITED
MEETING DATE:  MAY 28, 2021
TICKER:  880       SECURITY ID:  Y8076V106
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1 Accept Financial Statements and Statutory Reports Management For For
2.1 Elect Chan Un Chan as Director Management For For
2.2 Elect Shum Hong Kuen, David as Director Management For For
2.3 Elect Tse Hau Yin as Director Management For For
3 Elect Yeung Ping Leung, Howard as Director Management For For
4 Authorize Board to Fix Remuneration of Directors Management For Against
5 Approve Deloitte Touche Tohmatsu as Auditor and Authorize Board to Fix Their Remuneration Management For For
6 Approve Grant of Options Under the Share Option Scheme Management For For
7 Authorize Repurchase of Issued Share Capital Management For For
 
SONY GROUP CORP.
MEETING DATE:  JUN 22, 2021
TICKER:  6758       SECURITY ID:  835699307
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Yoshida, Kenichiro Management For For
1.2 Elect Director Totoki, Hiroki Management For For
1.3 Elect Director Sumi, Shuzo Management For For
1.4 Elect Director Tim Schaaff Management For For
1.5 Elect Director Oka, Toshiko Management For For
1.6 Elect Director Akiyama, Sakie Management For For
1.7 Elect Director Wendy Becker Management For For
1.8 Elect Director Hatanaka, Yoshihiko Management For For
1.9 Elect Director Adam Crozier Management For For
1.10 Elect Director Kishigami, Keiko Management For For
1.11 Elect Director Joseph A. Kraft Jr Management For For
2 Approve Stock Option Plan Management For For
 
SONY GROUP CORP.
MEETING DATE:  JUN 22, 2021
TICKER:  6758       SECURITY ID:  J76379106
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Yoshida, Kenichiro Management For For
1.2 Elect Director Totoki, Hiroki Management For For
1.3 Elect Director Sumi, Shuzo Management For For
1.4 Elect Director Tim Schaaff Management For For
1.5 Elect Director Oka, Toshiko Management For For
1.6 Elect Director Akiyama, Sakie Management For For
1.7 Elect Director Wendy Becker Management For For
1.8 Elect Director Hatanaka, Yoshihiko Management For For
1.9 Elect Director Adam Crozier Management For For
1.10 Elect Director Kishigami, Keiko Management For For
1.11 Elect Director Joseph A. Kraft Jr Management For For
2 Approve Stock Option Plan Management For For
 
SPLUNK INC.
MEETING DATE:  JUN 17, 2021
TICKER:  SPLK       SECURITY ID:  848637104
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Sara Baack Management For For
1b Elect Director Sean Boyle Management For For
1c Elect Director Douglas Merritt Management For For
1d Elect Director Graham Smith Management For For
2 Ratify PricewaterhouseCoopers LLP as Auditors Management For For
3 Advisory Vote to Ratify Named Executive Officers' Compensation Management For Against
 
SQUARE, INC.
MEETING DATE:  JUN 15, 2021
TICKER:  SQ       SECURITY ID:  852234103
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Randy Garutti Management For For
1.2 Elect Director Mary Meeker Management For For
1.3 Elect Director Lawrence Summers Management For For
1.4 Elect Director Darren Walker 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 Require Independent Board Chair Shareholder Against Against
5 Approve Recapitalization Plan for all Stock to Have One-vote per Share Shareholder Against For
 
SUNNOVA ENERGY INTERNATIONAL INC.
MEETING DATE:  MAY 19, 2021
TICKER:  NOVA       SECURITY ID:  86745K104
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Nora Mead Brownell Management For For
1.2 Elect Director Mark Longstreth Management For For
1.3 Elect Director C. Park Shaper Management For For
2 Ratify PricewaterhouseCoopers LLP as Auditors Management For For
 
SUNRUN INC.
MEETING DATE:  OCT 01, 2020
TICKER:  RUN       SECURITY ID:  86771W105
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
 
SUNRUN INC.
MEETING DATE:  JUN 03, 2021
TICKER:  RUN       SECURITY ID:  86771W105
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Katherine August-deWilde Management For For
1.2 Elect Director Gerald Risk Management For For
1.3 Elect Director Sonita Lontoh 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 Report on the Impact of the Use of Mandatory Arbitration on Employees and Workplace Culture Shareholder Against For
 
SVMK INC.
MEETING DATE:  JUN 02, 2021
TICKER:  SVMK       SECURITY ID:  78489X103
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Susan L. Decker Management For For
1.2 Elect Director David A. Ebersman Management For For
1.3 Elect Director Erika H. James Management For For
1.4 Elect Director Sheryl K. Sandberg 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 Declassify the Board of Directors Shareholder None For
 
TECHNOLOGY ONE LIMITED
MEETING DATE:  FEB 23, 2021
TICKER:  TNE       SECURITY ID:  Q89275103
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1 Elect Peter Ball as Director Management For For
2 Elect John Mactaggart as Director Management For For
3 Approve Remuneration Report Management For For
 
TELOS CORPORATION
MEETING DATE:  MAY 25, 2021
TICKER:  TLS       SECURITY ID:  87969B101
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director John B. Wood Management For For
1.2 Elect Director Bernard C. Bailey Management For For
1.3 Elect Director David Borland Management For For
1.4 Elect Director John W. Maluda Management For For
1.5 Elect Director Bonnie L. Carroll Management For For
1.6 Elect Director Fredrick D. Schaufeld Management For For
2 Ratify BDO USA, LLP as Auditor Management For For
 
THE MARCUS CORPORATION
MEETING DATE:  MAY 06, 2021
TICKER:  MCS       SECURITY ID:  566330106
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Stephen H. Marcus Management For For
1.2 Elect Director Gregory S. Marcus Management For For
1.3 Elect Director Diane Marcus Gershowitz Management For For
1.4 Elect Director Allan H. Selig Management For For
1.5 Elect Director Timothy E. Hoeksema Management For For
1.6 Elect Director Bruce J. Olson Management For For
1.7 Elect Director Philip L. Milstein Management For For
1.8 Elect Director Brian J. Stark Management For For
1.9 Elect Director Katherine M. Gehl Management For For
1.10 Elect Director David M. Baum 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 Deloitte & Touche LLP as Auditor Management For For
 
TONGDAO LIEPIN GROUP
MEETING DATE:  JUN 08, 2021
TICKER:  6100       SECURITY ID:  G8919T102
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1 Accept Financial Statements and Statutory Reports Management For For
2a Elect Shao Yibo as Director Management For For
2b Elect Zuo Lingye as Director Management For Against
2c Elect Ding Gordon Yi as Director Management For For
2d Authorize Board to Fix Remuneration of Directors Management For Against
3 Approve KPMG as Auditors and Authorize Board to Fix Their Remuneration Management For For
4 Authorize Repurchase of Issued Share Capital Management For For
5 Approve Issuance of Equity or Equity-Linked Securities without Preemptive Rights Management For Against
6 Authorize Reissuance of Repurchased Shares Management For Against
 
TWILIO INC.
MEETING DATE:  JUN 16, 2021
TICKER:  TWLO       SECURITY ID:  90138F102
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Jeff Lawson Management For For
1.2 Elect Director Byron Deeter Management For For
1.3 Elect Director Jeffrey Epstein Management For For
2 Ratify KPMG LLP as Auditors Management For For
3 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
 
TWITTER, INC.
MEETING DATE:  JUN 24, 2021
TICKER:  TWTR       SECURITY ID:  90184L102
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Jesse Cohn Management For For
1b Elect Director Martha Lane Fox Management For For
1c Elect Director Fei-Fei Li Management For For
1d Elect Director David Rosenblatt 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 Declassify the Board of Directors Management For For
6 Report on Climate Change *Withdrawn Resolution* Shareholder None None
7 Require Independent Director Nominee with Human and/or Civil Rights Experience Shareholder Against Against
 
UBER TECHNOLOGIES, INC.
MEETING DATE:  MAY 10, 2021
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 Yasir Al-Rumayyan Management For For
1i Elect Director John Thain Management For For
1j Elect Director David I. Trujillo Management For For
1k 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 Eliminate Supermajority Vote Requirement Management For For
5 Report on Lobbying Payments and Policy Shareholder Against Against
 
UNIVERSAL DISPLAY CORPORATION
MEETING DATE:  JUN 17, 2021
TICKER:  OLED       SECURITY ID:  91347P105
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Steven V. Abramson Management For For
1b Elect Director Cynthia J. Comparin Management For For
1c Elect Director Richard C. Elias Management For For
1d Elect Director Elizabeth H. Gemmill Management For For
1e Elect Director C. Keith Hartley Management For For
1f Elect Director Celia M. Joseph Management For For
1g Elect Director Lawrence Lacerte Management For For
1h Elect Director Sidney D. Rosenblatt Management For For
1i Elect Director Sherwin I. Seligsohn Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For Against
3 Ratify KPMG LLP as Auditors Management For For
 
VERINT SYSTEMS INC.
MEETING DATE:  JUN 17, 2021
TICKER:  VRNT       SECURITY ID:  92343X100
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Dan Bodner Management For For
1.2 Elect Director Linda Crawford Management For For
1.3 Elect Director John Egan Management For For
1.4 Elect Director Reid French Management For For
1.5 Elect Director Stephen Gold Management For For
1.6 Elect Director William Kurtz Management For For
1.7 Elect Director Andrew Miller Management For For
1.8 Elect Director Richard Nottenburg Management For For
1.9 Elect Director Jason Wright 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
 
VISA INC.
MEETING DATE:  JAN 26, 2021
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 Mary B. Cranston 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 John F. Lundgren Management For For
1g Elect Director Robert W. Matschullat Management For For
1h Elect Director Denise M. Morrison Management For For
1i Elect Director Suzanne Nora Johnson Management For For
1j Elect Director Linda J. Rendle Management For For
1k Elect Director John A. C. Swainson Management For For
1l Elect Director Maynard G. Webb, Jr. 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
5 Provide Holders of At Least 15% Class A Common Stock Right to Call Special Meeting Management For For
6 Provide Right to Act by Written Consent Shareholder Against Against
7 Amend Principles of Executive Compensation Program Shareholder Against Against
 
VIVINT SOLAR, INC.
MEETING DATE:  OCT 01, 2020
TICKER:  VSLR       SECURITY ID:  92854Q106
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
 
WESTERN DIGITAL CORPORATION
MEETING DATE:  NOV 18, 2020
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 Martin I. Cole Management For For
1c Elect Director Kathleen A. Cote 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 Paula A. Price Management For For
1h Elect Director Stephanie A. Streeter 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 KPMG LLP as Auditors Management For For
 
WORKDAY, INC.
MEETING DATE:  JUN 08, 2021
TICKER:  WDAY       SECURITY ID:  98138H101
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Aneel Bhusri Management For For
1.2 Elect Director Ann-Marie Campbell Management For For
1.3 Elect Director David A. Duffield Management For For
1.4 Elect Director Lee J. Styslinger, III 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
 
XILINX, INC.
MEETING DATE:  APR 07, 2021
TICKER:  XLNX       SECURITY ID:  983919101
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
 
YEXT, INC.
MEETING DATE:  JUN 08, 2021
TICKER:  YEXT       SECURITY ID:  98585N106
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Howard Lerman Management For For
1.2 Elect Director Brian Distelburger Management For For
1.3 Elect Director Julie Richardson 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
 
Z HOLDINGS CORP.
MEETING DATE:  JUN 18, 2021
TICKER:  4689       SECURITY ID:  J9894K105
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1 Amend Articles to Allow Virtual Only Shareholder Meetings Management For For
2.1 Elect Director Kawabe, Kentaro Management For Against
2.2 Elect Director Idezawa, Takeshi Management For For
2.3 Elect Director Jungho Shin Management For For
2.4 Elect Director Ozawa, Takao Management For For
2.5 Elect Director Masuda, Jun Management For For
2.6 Elect Director Oketani, Taku Management For For
3 Elect Director and Audit Committee Member Usumi, Yoshio Management For For
 
ZENDESK, INC.
MEETING DATE:  MAY 18, 2021
TICKER:  ZEN       SECURITY ID:  98936J101
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Archana Agrawal Management For For
1b Elect Director Hilarie Koplow-McAdams Management For For
1c Elect Director Michelle 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
 
ZOOM VIDEO COMMUNICATIONS, INC.
MEETING DATE:  JUN 17, 2021
TICKER:  ZM       SECURITY ID:  98980L101
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Jonathan Chadwick Management For For
1.2 Elect Director Kimberly L. Hammonds Management For For
1.3 Elect Director Dan Scheinman 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

VOTE SUMMARY REPORT
SELECT TELECOMMUNICATIONS PORTFOLIO
07/01/2020 - 06/30/2021

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 TOWER CORPORATION
MEETING DATE:  MAY 26, 2021
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 Raymond P. Dolan Management For For
1c Elect Director Kenneth R. Frank Management For For
1d Elect Director Robert D. Hormats Management For For
1e Elect Director Gustavo Lara Cantu Management For For
1f Elect Director Grace D. Lieblein Management For For
1g Elect Director Craig Macnab Management For For
1h Elect Director JoAnn A. Reed Management For For
1i Elect Director Pamela D.A. Reeve Management For For
1j Elect Director David E. Sharbutt 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 Auditor Management For For
3 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
4 Reduce Ownership Threshold for Shareholders to Call Special Meeting Shareholder Against Against
5 Establish a Board Committee on Human Rights Shareholder Against Against
 
AT&T INC.
MEETING DATE:  APR 30, 2021
TICKER:  T       SECURITY ID:  00206R102
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director William E. Kennard Management For For
1b Elect Director Samuel A. Di Piazza, Jr. Management For For
1c Elect Director Scott T. Ford Management For For
1d Elect Director Glenn H. Hutchins Management For For
1e Elect Director Debra L. Lee Management For For
1f Elect Director Stephen J. Luczo Management For For
1g Elect Director Michael B. McCallister Management For For
1h Elect Director Beth E. Mooney Management For For
1i Elect Director Matthew K. Rose Management For For
1j Elect Director John T. Stankey Management For For
1k Elect Director Cynthia B. Taylor Management For For
1l Elect Director Geoffrey Y. Yang Management For For
2 Ratify Ernst & Young LLP as Auditors Management For For
3 Advisory Vote to Ratify Named Executive Officers' Compensation Management For Against
4 Lower Ownership Threshold for Action by Written Consent Shareholder Against Against
 
ATN INTERNATIONAL, INC.
MEETING DATE:  SEP 15, 2020
TICKER:  ATNI       SECURITY ID:  00215F107
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Bernard J. Bulkin Management For For
1b Elect Director James S. Eisenstein Management For For
1c Elect Director Richard J. Ganong Management For For
1d Elect Director John C. Kennedy Management For For
1e Elect Director Pamela F. Lenehan Management For For
1f Elect Director Liane J. Pelletier Management For For
1g Elect Director Michael T. Prior Management For For
1h Elect Director Charles J. Roesslein Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Ratify PricewaterhouseCoopers LLP as Auditors Management For For
 
ATN INTERNATIONAL, INC.
MEETING DATE:  JUN 10, 2021
TICKER:  ATNI       SECURITY ID:  00215F107
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Bernard J. Bulkin Management For For
1b Elect Director James S. Eisenstein Management For For
1c Elect Director Richard J. Ganong Management For For
1d Elect Director John C. Kennedy Management For For
1e Elect Director Pamela F. Lenehan Management For For
1f Elect Director Liane J. Pelletier Management For For
1g Elect Director Michael T. Prior Management For For
2 Ratify PricewaterhouseCoopers LLP as Auditors Management For For
 
BANDWIDTH INC.
MEETING DATE:  MAY 20, 2021
TICKER:  BAND       SECURITY ID:  05988J103
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Brian D. Bailey Management For Withhold
1.2 Elect Director Lukas M. Roush Management For Withhold
2 Ratify Ernst & Young LLP as Auditor Management For For
3 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
 
BEZEQ THE ISRAELI TELECOMMUNICATION CORP. LTD.
MEETING DATE:  SEP 06, 2020
TICKER:  BEZQ       SECURITY ID:  M2012Q100
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1 Elect Gil Sharon as Director Management For Against
2 Reelect Zeev Vurembrand as External Director Management For For
3 Issue Indemnification and Exemption Agreements to Tomer Raved , Director Management For For
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
B1 If you are an Interest Holder as defined in Section 1 of the Securities Law, 1968, vote FOR. Otherwise, vote against. Management None Against
B2 If you are a Senior Officer as defined in Section 37(D) of the Securities Law, 1968, vote FOR. Otherwise, vote against. Management None Against
B3 If you are an Institutional Investor as defined in Regulation 1 of the Supervision Financial Services Regulations 2009 or a Manager of a Joint Investment Trust Fund as defined in the Joint Investment Trust Law, 1994, vote FOR. Otherwise, vote against. Management None For
 
BOINGO WIRELESS, INC.
MEETING DATE:  JUN 01, 2021
TICKER:  WIFI       SECURITY ID:  09739C102
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1 Approve Merger Agreement Management For For
2 Adjourn Meeting Management For For
3 Advisory Vote on Golden Parachutes Management For For
 
CHARTER COMMUNICATIONS, INC.
MEETING DATE:  APR 27, 2021
TICKER:  CHTR       SECURITY ID:  16119P108
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director W. Lance Conn Management For For
1b Elect Director Kim C. Goodman Management For For
1c Elect Director Craig A. Jacobson Management For For
1d Elect Director Gregory B. Maffei Management For For
1e Elect Director John D. Markley, Jr. Management For For
1f Elect Director David C. Merritt Management For For
1g Elect Director James E. Meyer Management For For
1h Elect Director Steven A. Miron Management For For
1i Elect Director Balan Nair Management For For
1j Elect Director Michael A. Newhouse Management For For
1k Elect Director Mauricio Ramos Management For For
1l Elect Director Thomas M. Rutledge Management For For
1m Elect Director Eric L. Zinterhofer Management For For
2 Ratify KPMG LLP as Auditors Management For For
3 Report on Lobbying Payments and Policy Shareholder Against For
4 Require Independent Board Chair Shareholder Against Against
5 Publish Annually a Report Assessing Diversity, Equity, and Inclusion Efforts Shareholder Against For
6 Report on Greenhouse Gas Emissions Disclosure Shareholder Against For
7 Adopt Policy to Annually Disclose EEO-1 Data Shareholder Against For
 
COGENT COMMUNICATIONS HOLDINGS, INC.
MEETING DATE:  APR 28, 2021
TICKER:  CCOI       SECURITY ID:  19239V302
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Dave Schaeffer Management For For
1.2 Elect Director D. Blake Bath Management For For
1.3 Elect Director Steven D. Brooks Management For For
1.4 Elect Director Lewis H. Ferguson, III Management For For
1.5 Elect Director Carolyn Katz Management For For
1.6 Elect Director Sheryl Kennedy Management For For
1.7 Elect Director Marc Montagner Management For For
2 Ratify Ernst & Young 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
 
COMCAST CORPORATION
MEETING DATE:  JUN 02, 2021
TICKER:  CMCSA       SECURITY ID:  20030N101
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Kenneth J. Bacon Management For For
1.2 Elect Director Madeline S. Bell Management For For
1.3 Elect Director Naomi M. Bergman Management For For
1.4 Elect Director Edward D. Breen Management For For
1.5 Elect Director Gerald L. Hassell Management For For
1.6 Elect Director Jeffrey A. Honickman Management For For
1.7 Elect Director Maritza G. Montiel Management For For
1.8 Elect Director Asuka Nakahara Management For For
1.9 Elect Director David C. Novak Management For For
1.10 Elect Director Brian L. Roberts 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 Risks Posed by the Failing to Prevent Workplace Sexual Harassment Shareholder Against Against
 
COMMSCOPE HOLDING COMPANY, INC.
MEETING DATE:  MAY 07, 2021
TICKER:  COMM       SECURITY ID:  20337X109
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1 Declassify the Board of Directors Management For For
3a Elect Director Mary S. Chan Management For For
3b Elect Director Stephen (Steve) C. Gray Management For For
3c Elect Director L. William (Bill) Krause Management For For
3d Elect Director Derrick A. Roman Management For For
4 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
5 Amend Omnibus Stock Plan Management For Against
6 Approve Termination of Executive Performance Options and Grant of Selective Performance-Based Retention Equity Awards Management For Against
7 Ratify Ernst & Young LLP as Auditors Management For For
 
CONSOLIDATED COMMUNICATIONS HOLDINGS, INC.
MEETING DATE:  APR 26, 2021
TICKER:  CNSL       SECURITY ID:  209034107
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1 Elect Director David G. Fuller 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 Increase Authorized Common Stock Management For For
5 Declassify the Board of Directors Management For For
6 Approve Issuance of Shares for a Private Placement Management For For
7 Amend Omnibus Stock Plan Management For For
 
DYCOM INDUSTRIES INC.
MEETING DATE:  MAY 25, 2021
TICKER:  DY       SECURITY ID:  267475101
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Steven E. Nielsen Management For For
1b Elect Director Jennifer M. Fritzsche Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Ratify PricewaterhouseCoopers LLP as Auditors Management For For
 
ECHOSTAR CORPORATION
MEETING DATE:  APR 29, 2021
TICKER:  SATS       SECURITY ID:  278768106
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director R. Stanton Dodge Management For For
1.2 Elect Director Michael T. Dugan Management For For
1.3 Elect Director Charles W. Ergen Management For For
1.4 Elect Director Lisa W. Hershman Management For For
1.5 Elect Director Pradman P. Kaul Management For For
1.6 Elect Director C. Michael Schroeder Management For For
1.7 Elect Director Jeffrey R. Tarr Management For For
1.8 Elect Director William D. Wade Management For For
2 Ratify KPMG LLP as Auditors Management For For
3 Amend Non-Employee Director Omnibus Stock Plan Management For Against
 
ELECTRONIC ARTS INC.
MEETING DATE:  AUG 06, 2020
TICKER:  EA       SECURITY ID:  285512109
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Leonard S. Coleman Management For For
1b Elect Director Jay C. Hoag Management For For
1c Elect Director Jeffrey T. Huber Management For For
1d Elect Director Lawrence F. Probst, III Management For For
1e Elect Director Talbott Roche Management For For
1f Elect Director Richard A. Simonson Management For For
1g Elect Director Luis A. Ubinas Management For For
1h Elect Director Heidi J. Ueberroth Management For For
1i Elect Director Andrew Wilson 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 Provide Right to Act by Written Consent Shareholder Against Against
 
GCI LIBERTY, INC.
MEETING DATE:  DEC 15, 2020
TICKER:  GLIBA       SECURITY ID:  36164V305
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1 Approve Merger Agreement Management For For
2 Adjourn Meeting Management For For
 
HARMONIC INC.
MEETING DATE:  JUN 08, 2021
TICKER:  HLIT       SECURITY ID:  413160102
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Patrick J. Harshman Management For For
1.2 Elect Director Patrick Gallagher Management For For
1.3 Elect Director Deborah L. Clifford Management For For
1.4 Elect Director David Krall Management For For
1.5 Elect Director Mitzi Reaugh Management For For
1.6 Elect Director Susan G. Swenson Management For For
1.7 Elect Director Nikos Theodosopoulos Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Amend Qualified Employee Stock Purchase Plan Management For For
4 Amend Non-Employee Director Omnibus Stock Plan Management For For
5 Ratify Ernst & Young LLP as Auditors Management For For
 
ILIAD SA
MEETING DATE:  JUL 21, 2020
TICKER:  ILD       SECURITY ID:  F4958P102
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 2.60 per Share Management For For
4 Approve Auditors' Special Report on Related-Party Transactions Management For For
5 Approve Transaction with Holdco Re. Entertainment Convention Management For For
6 Approve Transaction with Cyril Poidatz Re. Tripartite Agreement Management For For
7 Reelect Cyril Poidatz as Director Management For For
8 Reelect Thomas Reynaud as Director Management For For
9 Elect Jacques Veyrat as Director Management For For
10 Elect Celine Lazorthes as Director Management For For
11 Approve Remuneration of Directors in the Aggregate Amount of EUR 240,000 Management For For
12 Approve Compensation Report Management For For
13 Approve Compensation of Maxime Lombardini, Chairman of the Board Management For For
14 Approve Compensation of Thomas Reynaud, CEO Management For For
15 Approve Compensation of Xavier Niel, Vice-CEO Management For For
16 Approve Compensation of Rani Assaf, Vice-CEO Management For For
17 Approve Compensation of Antoine Levavasseur, Vice-CEO Management For For
18 Approve Compensation of Alexis Bidinot, Vice-CEO Until Dec. 9, 2020 Management For For
19 Approve Remuneration Policy of Chairman of the Board Management For For
20 Approve Remuneration Policy of CEO Management For Against
21 Approve Remuneration Policy of Vice-CEOs Management For For
22 Approve Remuneration Policy of Directors Management For For
23 Authorize Repurchase of Up to 10 Percent of Issued Share Capital Management For For
24 Authorize up to 2 Percent of Issued Capital for Use in Restricted Stock Plans Management For For
25 Authorize up to 1 Percent of Issued Capital for Use in Stock Option Plans Management For For
26 Authorize Capital Issuances for Use in Employee Stock Purchase Plans Management For Against
27 Authorize Decrease in Share Capital via Cancellation of Repurchased Shares Management For For
28 Amend Article 13 of Bylaws Re: Board Composition Management For For
29 Amend Article 17 of Bylaws Re: Board Meetings Management For For
30 Amend Article 21 of Bylaws Re: Agreement Between Company and Director, CEO, Vice-CEo or Shareholder Management For For
31 Amend Article 26 of Bylaws Re: Board Meetings - Powers Management For For
32 Amend Article 27 of Bylaws Re: Board Meetings Attendance - Minutes Management For For
33 Fix Nominal Value of Shares in Bylaws and Subsequent Capitalization of Reserves Management For For
34 Authorize Filing of Required Documents/Other Formalities Management For For
 
IRIDIUM COMMUNICATIONS INC.
MEETING DATE:  MAY 12, 2021
TICKER:  IRDM       SECURITY ID:  46269C102
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Robert H. Niehaus Management For For
1.2 Elect Director Thomas C. Canfield Management For For
1.3 Elect Director Matthew J. Desch Management For For
1.4 Elect Director Thomas J. Fitzpatrick Management For For
1.5 Elect Director L. Anthony Frazier Management For For
1.6 Elect Director Jane L. Harman Management For For
1.7 Elect Director Alvin B. Krongard Management For For
1.8 Elect Director Suzanne E. McBride Management For For
1.9 Elect Director Eric T. Olson Management For For
1.10 Elect Director Steven B. Pfeiffer Management For For
1.11 Elect Director Parker W. Rush Management For For
1.12 Elect Director Henrik O. Schliemann Management For For
1.13 Elect Director Barry J. West 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
 
LIBERTY BROADBAND CORPORATION
MEETING DATE:  DEC 15, 2020
TICKER:  LBRDK       SECURITY ID:  530307107
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1 Approve Merger Agreement Management For For
2 Issue Shares in Connection with Merger Management For For
3 Adjourn Meeting Management For For
 
LUMEN TECHNOLOGIES, INC.
MEETING DATE:  MAY 19, 2021
TICKER:  LUMN       SECURITY ID:  550241103
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Quincy L. Allen Management For For
1b Elect Director Martha Helena Bejar Management For For
1c Elect Director Peter C. Brown Management For For
1d Elect Director Kevin P. Chilton Management For For
1e Elect Director Steven T. "Terry" Clontz Management For For
1f Elect Director T. Michael Glenn Management For For
1g Elect Director W. Bruce Hanks Management For For
1h Elect Director Hal Stanley Jones Management For For
1i Elect Director Michael Roberts Management For For
1j Elect Director Laurie Siegel Management For For
1k Elect Director Jeffrey K. Storey Management For For
2 Ratify KPMG LLP as Auditors Management For For
3 Ratify NOL Rights Plan (NOL Pill) Management For Against
4 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
 
MASMOVIL IBERCOM SA
MEETING DATE:  JUL 08, 2020
TICKER:  MAS       SECURITY ID:  E7386C164
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1 Approve Standalone Financial Statements Management For For
2 Approve Consolidated Financial Statements Management For For
3 Approve Non-Financial Information Statement Management For For
4 Approve Allocation of Income Management For For
5 Approve Discharge of Board Management For For
6 Renew Appointment of KPMG Auditores as Auditor Management For For
7.1 Reelect John Carl Hahn as Director Management For Against
7.2 Reelect Borja Fernandez Espejel as Director Management For For
7.3 Reelect Pilar Zulueta de Oya as Director Management For For
7.4 Ratify Appointment of and Elect Cristina Aldamiz-Echevarria Gonzalez de Durana as Director Management For For
8 Approve Share Appreciation Rights Plan Management For For
9 Amend Remuneration Policy for FY 2018-2020 Management For Against
10 Approve Remuneration Policy for FY 2021-2023 Management For Against
11 Advisory Vote on Remuneration Report Management For Against
12.1 Amend Article 22 Re: Meetings' Attendance Management For For
12.2 Amend Article 23 Re: Representation Management For For
13 Amend Article 12 bis Re: Attendance to General Meetings through Real-Time Remote Means Management For For
14 Authorize Increase in Capital up to 20 Percent via Issuance of Equity or Equity-Linked Securities without Preemptive Rights Management For For
15 Authorize Company to Call EGM with 15 Days' Notice Management For For
16 Ratify Pledge Granted Over the Shares of Masmovil Phone & Internet SAU and Approval of the Waiver of Self-Contracting, Multiple Representation and Conflict of Interests Management For For
17 Authorize Board to Ratify and Execute Approved Resolutions Management For For
 
MILLICOM INTERNATIONAL CELLULAR SA
MEETING DATE:  MAY 04, 2021
TICKER:  TIGO       SECURITY ID:  L6388F110
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1 Appoint Alexander Koch as Chairman of Meeting and Empower Chairman to Appoint Other Members of Bureau Management For For
2 Receive Board's and Auditor's Reports Management For For
3 Approve Consolidated Financial Statements and Statutory Reports Management For For
4 Approve Allocation of Income Management For For
5 Approve Discharge of Directors Management For For
6 Fix Number of Directors at Nine Management For For
7 Reelect Jose Antonio Rios Garcia as Director Management For For
8 Reelect Pernille Erenbjerg as Director Management For For
9 Reelect Odilon Almeida as Director Management For For
10 Reelect Mauricio Ramos as Director Management For For
11 Reelect James Thompson as Director Management For For
12 Reelect Mercedes Johnson as Director Management For For
13 Elect Sonia Dula as Director Management For For
14 Elect Lars-Johan Jarnheimer as Director Management For For
15 Elect Bruce Churchill as Director Management For For
16 Reelect Jose Antonio Rios Garcia as Board Chairman Management For For
17 Approve Remuneration of Directors Management For For
18 Renew Appointment of Ernst & Young S.A. as Auditor and Authorize Board to Fix Their Remuneration Management For For
19 Approve Procedure on Appointment of Nomination Committee and Determination of Assignment of Nomination Committee Management For For
20 Approve Share Repurchase Plan Management For For
21 Approve Remuneration Report Management For For
22 Approve Senior Management Remuneration Policy Management For For
23 Approve Share-Based Incentive Plans Management For For
 
ORBCOMM INC.
MEETING DATE:  APR 21, 2021
TICKER:  ORBC       SECURITY ID:  68555P100
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Jerome B. Eisenberg Management For For
1.2 Elect Director Marco Fuchs Management For For
2 Ratify Grant Thornton 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
 
RELIANCE INDUSTRIES LTD.
MEETING DATE:  JUL 15, 2020
TICKER:  500325       SECURITY ID:  Y72570180
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.a Accept Financial Statements and Statutory Reports Management For For
1.b Accept Consolidated Financial Statements and Statutory Reports Management For For
2 Approve Dividends Management For For
3 Reelect Hital R. Meswani as Director Management For Against
4 Reelect P.M.S. Prasad as Director Management For Against
5 Approve Reappointment and Remuneration of Hital R. Meswani as a Whole-time Director Management For For
6 Elect K. V. Chowdary as Director Management For Against
7 Approve Remuneration of Cost Auditors Management For For
 
RELIANCE INDUSTRIES LTD.
MEETING DATE:  JUL 15, 2020
TICKER:  500325       SECURITY ID:  Y72596102
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.a Accept Financial Statements and Statutory Reports Management For For
1.b Accept Consolidated Financial Statements and Statutory Reports Management For For
2 Approve Dividends Management For For
3 Reelect Hital R. Meswani as Director Management For Against
4 Reelect P.M.S. Prasad as Director Management For Against
5 Approve Reappointment and Remuneration of Hital R. Meswani as a Whole-time Director Management For For
6 Elect K. V. Chowdary as Director Management For Against
7 Approve Remuneration of Cost Auditors Management For For
 
RELIANCE INDUSTRIES LTD.
MEETING DATE:  MAR 31, 2021
TICKER:  500325       SECURITY ID:  Y72596102
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1 Approve Scheme of Arrangement Management For For
 
RELIANCE INDUSTRIES LTD.
MEETING DATE:  JUN 24, 2021
TICKER:  500325       SECURITY ID:  Y72596102
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Accept 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 Elect Nikhil R. Meswani as Director Management For Against
4 Elect Pawan Kumar Kapil as Director Management For Against
5 Reelect Shumeet Banerji as Director Management For For
6 Approve Remuneration of Cost Auditors Management For For
 
RINGCENTRAL, INC.
MEETING DATE:  JUN 04, 2021
TICKER:  RNG       SECURITY ID:  76680R206
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Vladimir Shmunis Management For For
1.2 Elect Director Kenneth Goldman Management For For
1.3 Elect Director Michelle McKenna Management For For
1.4 Elect Director Robert Theis Management For For
1.5 Elect Director Allan Thygesen Management For For
1.6 Elect Director Neil Williams Management For For
1.7 Elect Director Mignon Clyburn Management For For
1.8 Elect Director Arne Duncan Management For For
2 Ratify KPMG LLP as Auditors Management For For
3 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
 
SHENANDOAH TELECOMMUNICATIONS COMPANY
MEETING DATE:  APR 20, 2021
TICKER:  SHEN       SECURITY ID:  82312B106
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Thomas A. Beckett Management For For
1b Elect Director Richard L. Koontz, Jr. Management For For
1c Elect Director Leigh Ann Schultz Management For For
2 Ratify KPMG LLP as Auditors Management For For
3 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
 
T-MOBILE US, INC.
MEETING DATE:  JUN 03, 2021
TICKER:  TMUS       SECURITY ID:  872590104
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Marcelo Claure Management For For
1.2 Elect Director Srikant M. Datar Management For For
1.3 Elect Director Bavan M. Holloway Management For For
1.4 Elect Director Timotheus Hottges Management For For
1.5 Elect Director Christian P. Illek Management For For
1.6 Elect Director Raphael Kubler Management For For
1.7 Elect Director Thorsten Langheim Management For For
1.8 Elect Director Dominique Leroy Management For For
1.9 Elect Director G. Michael (Mike) Sievert Management For For
1.10 Elect Director Teresa A. Taylor Management For For
1.11 Elect Director Omar Tazi Management For For
1.12 Elect Director Kelvin R. Westbrook Management For For
1.13 Elect Director Michael Wilkens Management For For
2 Ratify PricewaterhouseCoopers LLP as Auditors Management For For
 
TELEPHONE AND DATA SYSTEMS, INC.
MEETING DATE:  MAY 20, 2021
TICKER:  TDS       SECURITY ID:  879433829
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Clarence A. Davis Management For For
1.2 Elect Director George W. Off Management For For
1.3 Elect Director Wade Oosterman Management For For
1.4 Elect Director Gary L. Sugarman Management For For
2 Ratify PricewaterhouseCoopers LLP as Auditor Management For For
3 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
4 Approve Recapitalization Plan for all Stock to Have One-vote per Share Shareholder Against For
 
UNITED STATES CELLULAR CORPORATION
MEETING DATE:  MAY 18, 2021
TICKER:  USM       SECURITY ID:  911684108
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director J. Samuel Crowley Management For For
1.2 Elect Director Gregory P. Josefowicz Management For For
1.3 Elect Director Cecelia D. Stewart Management For For
2 Ratify PricewaterhouseCoopers LLP as Auditors Management For For
3 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
 
VERIZON COMMUNICATIONS INC.
MEETING DATE:  MAY 13, 2021
TICKER:  VZ       SECURITY ID:  92343V104
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Shellye L. Archambeau Management For For
1b Elect Director Roxanne S. Austin Management For For
1c Elect Director Mark T. Bertolini Management For For
1d Elect Director Melanie L. Healey Management For For
1e Elect Director Clarence Otis, Jr. Management For For
1f Elect Director Daniel H. Schulman Management For For
1g Elect Director Rodney E. Slater Management For For
1h Elect Director Hans E. Vestberg Management For For
1i Elect Director Gregory G. 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 Lower Ownership Threshold for Action by Written Consent Shareholder Against Against
5 Amend Senior Executive Compensation Clawback Policy Shareholder Against Against
6 Submit Severance Agreement (Change-in-Control) to Shareholder Vote Shareholder Against Against
 
VONAGE HOLDINGS CORP.
MEETING DATE:  JUN 03, 2021
TICKER:  VG       SECURITY ID:  92886T201
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Hamid Akhavan Management For For
1b Elect Director Jeffrey A. Citron Management For For
1c Elect Director Stephen Fisher Management For For
1d Elect Director Jan Hauser Management For For
1e Elect Director Priscilla Hung Management For For
1f Elect Director Carolyn Katz Management For For
1g Elect Director Michael J. McConnell Management For For
1h Elect Director Rory Read Management For For
1i Elect Director John J. Roberts Management For For
1j Elect Director Tien Tzuo Management For For
2 Ratify Deloitte and Touche, LLP as Auditors Management For For
3 Advisory Vote to Ratify Named Executive Officers' Compensation Management For Against

VOTE SUMMARY REPORT
SELECT TRANSPORTATION PORTFOLIO
07/01/2020 - 06/30/2021

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.

 
2020 BULKERS LTD.
MEETING DATE:  JUN 24, 2021
TICKER:  2020       SECURITY ID:  G9156K101
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1 Re-elect Alexandra Kate Blankenship as Director Management For For
2 Re-elect Jens Martin Jensen as Director Management For For
3 Re-elect Georgina Sousa as Director Management For For
4 Re-elect Neil James Glass as Director Management For For
5 Approve Reduction of Share Premium Account Management For For
6 Approve PricewaterhouseCoopers as Auditor and Authorize Board to Fix Their Remuneration Management For For
7 Approve Remuneration of Directors Management For For
 
A.P. MOLLER-MAERSK A/S
MEETING DATE:  MAR 23, 2021
TICKER:  MAERSK.B       SECURITY ID:  K0514G135
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 Discharge of Management and Board Management For For
4 Approve Allocation of Income and Dividends of DKK 330 Per Share Management For For
5 Approve Remuneration Report (Advisory Vote) Management For For
6 Authorize Share Repurchase Program Management For For
7a Reelect Bernard L. Bot as Director Management For For
7b Reelect Marc Engel as Director Management For For
7c Reelect Arne Karlsson as Director Management For For
7d Elect Amparo Moraleda as New Director Management For For
8 Ratify PricewaterhouseCoopers as Auditors Management For For
9a Authorize Board to Declare Extraordinary Dividend Management For For
9b Approve DKK 655.9 Million Reduction in Share Capital via Share Cancellation Management For For
9c1 Amend Corporate Purpose Management For For
9c2 Amend Articles Re: Editorial Changes due to Requirement for Directors to Hold Class A Shares included in Remuneration Report Management For For
9c3 Amend Articles Re: Editorial Changes of Article 6 Management For For
9c4 Amend Articles Re: Delete Article 15.1 Management For For
9d Allow Shareholder Meetings to be Held by Electronic Means Only Management For For
 
AIR TRANSPORT SERVICES GROUP, INC.
MEETING DATE:  MAY 26, 2021
TICKER:  ATSG       SECURITY ID:  00922R105
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Richard M. Baudouin Management For For
1b Elect Director Phyllis J. Campbell Management For For
1c Elect Director Richard F. Corrado Management For For
1d Elect Director Joseph C. Hete Management For For
1e Elect Director Raymond E. Johns, Jr. Management For For
1f Elect Director Laura J. Peterson Management For For
1g Elect Director Randy D. Rademacher Management For For
1h Elect Director J. Christopher Teets Management For For
1i Elect Director Jeffrey J. Vorholt Management For For
1j Elect Director Paul S. Williams 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 Act by Written Consent Shareholder Against Against
 
ALASKA AIR GROUP, INC.
MEETING DATE:  MAY 06, 2021
TICKER:  ALK       SECURITY ID:  011659109
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Patricia M. Bedient Management For For
1b Elect Director James A. Beer Management For For
1c Elect Director Raymond L. Conner Management For For
1d Elect Director Daniel K. Elwell Management For For
1e Elect Director Dhiren R. Fonseca Management For For
1f Elect Director Kathleen T. Hogan Management For For
1g Elect Director Jessie J. Knight, Jr. Management For For
1h Elect Director Susan J. Li Management For For
1i Elect Director Benito Minicucci Management For For
1j Elect Director Helvi K. Sandvik Management For For
1k Elect Director J. Kenneth Thompson Management For For
1l Elect Director Bradley D. Tilden Management For For
1m Elect Director Eric K. Yeaman 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
 
ARCBEST CORPORATION
MEETING DATE:  APR 29, 2021
TICKER:  ARCB       SECURITY ID:  03937C105
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Eduardo F. Conrado Management For For
1.2 Elect Director Fredrik J. Eliasson Management For For
1.3 Elect Director Stephen E. Gorman Management For For
1.4 Elect Director Michael P. Hogan Management For For
1.5 Elect Director Kathleen D. McElligott Management For For
1.6 Elect Director Judy R. McReynolds Management For For
1.7 Elect Director Craig E. Philip Management For For
1.8 Elect Director Steven L. Spinner Management For For
1.9 Elect Director Janice E. Stipp 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 Ernst & Young LLP as Auditors Management For For
 
ATLAS AIR WORLDWIDE HOLDINGS, INC.
MEETING DATE:  MAY 25, 2021
TICKER:  AAWW       SECURITY ID:  049164205
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Timothy J. Bernlohr Management For For
1.2 Elect Director Charles F. Bolden, Jr. Management For For
1.3 Elect Director John W. Dietrich Management For For
1.4 Elect Director Beverly K. Goulet Management For For
1.5 Elect Director Bobby J. Griffin Management For For
1.6 Elect Director Carol B. Hallett Management For For
1.7 Elect Director Duncan J. McNabb Management For For
1.8 Elect Director Sheila A. Stamps Management For For
1.9 Elect Director John K. Wulff Management For For
1.10 Elect Director Carol J. Zierhoffer Management For For
2 Ratify PricewaterhouseCoopers LLP as Auditors Management For For
3 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
 
C.H. ROBINSON WORLDWIDE, INC.
MEETING DATE:  MAY 06, 2021
TICKER:  CHRW       SECURITY ID:  12541W209
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Scott P. Anderson Management For For
1.2 Elect Director Robert C. Biesterfeld, Jr. Management For For
1.3 Elect Director Kermit R. Crawford Management For For
1.4 Elect Director Wayne M. Fortun Management For For
1.5 Elect Director Timothy C. Gokey Management For For
1.6 Elect Director Mary J. Steele Guilfoile Management For For
1.7 Elect Director Jodee A. Kozlak Management For For
1.8 Elect Director Brian P. Short Management For For
1.9 Elect Director James B. Stake Management For For
1.10 Elect Director Paula C. Tolliver 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
 
CACI INTERNATIONAL INC
MEETING DATE:  NOV 12, 2020
TICKER:  CACI       SECURITY ID:  127190304
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Michael A. Daniels Management For For
1b Elect Director Susan M. Gordon Management For For
1c Elect Director William L. Jews Management For For
1d Elect Director Gregory G. Johnson Management For For
1e Elect Director J. Phillip London Management For For
1f Elect Director John S. Mengucci Management For For
1g Elect Director James L. Pavitt Management For For
1h Elect Director Warren R. Phillips Management For For
1i Elect Director Debora A. Plunkett Management For For
1j Elect Director Charles P. Revoile Management For For
1k Elect Director William S. Wallace 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 Ernst & Young LLP as Auditors Management For For
 
COVENANT LOGISTICS GROUP, INC.
MEETING DATE:  MAY 19, 2021
TICKER:  CVLG       SECURITY ID:  22284P105
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director David R. Parker Management For For
1.2 Elect Director Robert E. Bosworth Management For For
1.3 Elect Director D. Michael Kramer Management For For
1.4 Elect Director Bradley A. Moline Management For For
1.5 Elect Director Rachel Parker-Hatchett Management For For
1.6 Elect Director Herbert J. Schmidt Management For For
1.7 Elect Director W. Miller Welborn Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Ratify Grant Thornton LLP as Auditors Management For For
 
COVENANT TRANSPORTATION GROUP, INC.
MEETING DATE:  JUL 01, 2020
TICKER:  CVTI       SECURITY ID:  22284P105
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director David R. Parker Management For For
1.2 Elect Director Robert E. Bosworth Management For For
1.3 Elect Director D. Michael Kramer Management For For
1.4 Elect Director Bradley A. Moline Management For For
1.5 Elect Director Rachel Parker-Hatchett Management For For
1.6 Elect Director Herbert J. Schmidt Management For For
1.7 Elect Director W. Miller Welborn Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Ratify Grant Thornton LLP as Auditors Management For For
4 Change Company Name to Covenant Logistics Group, Inc. Management For For
5 Amend Omnibus Stock Plan Management For For
 
CSX CORPORATION
MEETING DATE:  MAY 07, 2021
TICKER:  CSX       SECURITY ID:  126408103
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Donna M. Alvarado Management For For
1b Elect Director Thomas P. Bostick Management For For
1c Elect Director James M. Foote Management For For
1d Elect Director Steven T. Halverson Management For For
1e Elect Director Paul C. Hilal Management For For
1f Elect Director David M. Moffett Management For For
1g Elect Director Linda H. Riefler Management For For
1h Elect Director Suzanne M. Vautrinot Management For For
1i Elect Director James L. Wainscott Management For For
1j Elect Director J. Steven Whisler Management For For
1k Elect Director John J. Zillmer 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
 
DELTA AIR LINES, INC.
MEETING DATE:  JUN 17, 2021
TICKER:  DAL       SECURITY ID:  247361702
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Edward H. Bastian Management For For
1b Elect Director Francis S. Blake Management For For
1c Elect Director Ashton B. Carter Management For For
1d Elect Director David G. DeWalt Management For For
1e Elect Director William H. Easter, III Management For For
1f Elect Director Christopher A. Hazleton Management For For
1g Elect Director Michael P. Huerta Management For For
1h Elect Director Jeanne P. Jackson Management For For
1i Elect Director George N. Mattson Management For For
1j Elect Director Sergio A.L. Rial Management For For
1k Elect Director David S. Taylor Management For For
1l Elect Director Kathy N. Waller 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 Provide Right to Act by Written Consent Shareholder Against Against
5 Report on Climate Lobbying Shareholder Against Against
 
DIANA SHIPPING INC.
MEETING DATE:  MAY 20, 2021
TICKER:  DSX       SECURITY ID:  Y2066G104
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Simeon P. Palios Management For For
1b Elect Director Anastasios C. Margaronis Management For For
1c Elect Director Ioannis G. Zafirakis Management For For
2 Ratify Ernst & Young (Hellas) Certified Auditors Accountants S.A. as Auditors Management For For
3 Approve Reverse Stock Split Management For For
 
EAGLE BULK SHIPPING INC.
MEETING DATE:  JUN 18, 2021
TICKER:  EGLE       SECURITY ID:  Y2187A150
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Paul M. Leand, Jr. Management For For
1.2 Elect Director Randee E. Day Management For For
1.3 Elect Director Justin A. Knowles Management For For
1.4 Elect Director Bart Veldhuizen Management For For
1.5 Elect Director Gary Vogel Management For For
1.6 Elect Director Gary Weston 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
 
ECHO GLOBAL LOGISTICS, INC.
MEETING DATE:  JUN 11, 2021
TICKER:  ECHO       SECURITY ID:  27875T101
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Douglas R. Waggoner Management For For
1b Elect Director Samuel K. Skinner Management For For
1c Elect Director Matthew Ferguson Management For For
1d Elect Director David Habiger Management For For
1e Elect Director William M. Farrow, III Management For For
1f Elect Director Virginia L. Henkels 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
 
ELBIT SYSTEMS LTD.
MEETING DATE:  DEC 02, 2020
TICKER:  ESLT       SECURITY ID:  M3760D101
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Reelect Michael Federmann as Director Management For For
1.2 Reelect Rina Baum as Director Management For For
1.3 Reelect Yoram Ben-Zeev as Director Management For For
1.4 Reelect David Federmann as Director Management For For
1.5 Reelect Dov Ninveh as Director Management For For
1.6 Reelect Ehood (Udi) Nisan as Director Management For For
1.7 Reelect Yuli Tamir as Director Management For For
2 Issue Extension of Indemnification Agreement to Michael Federmann and David Federmann, Directors Management For For
3 Reappoint Kost, Forer,Gabbay & Kasierer as Auditors Management For For
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
 
EXPEDITORS INTERNATIONAL OF WASHINGTON, INC.
MEETING DATE:  MAY 04, 2021
TICKER:  EXPD       SECURITY ID:  302130109
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Robert R. Wright Management For For
1.2 Elect Director Glenn M. Alger Management For For
1.3 Elect Director Robert P. Carlile Management For For
1.4 Elect Director James M. DuBois Management For For
1.5 Elect Director Mark A. Emmert Management For For
1.6 Elect Director Diane H. Gulyas Management For For
1.7 Elect Director Jeffrey S. Musser Management For For
1.8 Elect Director Liane J. Pelletier Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Ratify KPMG LLP as Auditors Management For For
 
FEDEX CORPORATION
MEETING DATE:  SEP 21, 2020
TICKER:  FDX       SECURITY ID:  31428X106
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Marvin R. Ellison Management For For
1b Elect Director Susan Patricia Griffith Management For For
1c Elect Director John C. (Chris) Inglis Management For For
1d Elect Director Kimberly A. Jabal Management For For
1e Elect Director Shirley Ann Jackson Management For For
1f Elect Director R. Brad Martin Management For For
1g Elect Director Joshua Cooper Ramo Management For For
1h Elect Director Susan C. Schwab Management For For
1i Elect Director Frederick W. Smith Management For For
1j Elect Director David P. Steiner Management For For
1k Elect Director Rajesh Subramaniam Management For For
1l Elect Director Paul S. Walsh 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 Report on Lobbying Payments and Policy Shareholder Against Against
5 Report on Political Contributions Disclosure Shareholder Against Against
6 Report on Employee Representation on the Board of Directors Shareholder Against Against
7 Provide Right to Act by Written Consent Shareholder Against Against
8 Report on Integrating ESG Metrics Into Executive Compensation Program Shareholder Against Against
 
FORWARD AIR CORPORATION
MEETING DATE:  MAY 19, 2021
TICKER:  FWRD       SECURITY ID:  349853101
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Ronald W. Allen Management For For
1.2 Elect Director Ana B. Amicarella Management For For
1.3 Elect Director Valerie A. Bonebrake Management For For
1.4 Elect Director C. Robert Campbell Management For For
1.5 Elect Director R. Craig Carlock Management For For
1.6 Elect Director G. Michael Lynch Management For For
1.7 Elect Director George S. Mayes, Jr. Management For For
1.8 Elect Director Chitra Nayak Management For For
1.9 Elect Director Scott M. Niswonger Management For For
1.10 Elect Director Javier Polit Management For For
1.11 Elect Director Richard H. Roberts Management For For
1.12 Elect Director Thomas Schmitt Management For For
1.13 Elect Director Laurie A. Tucker 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
 
GENCO SHIPPING & TRADING LIMITED
MEETING DATE:  MAY 13, 2021
TICKER:  GNK       SECURITY ID:  Y2685T131
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Arthur L. Regan Management For For
1.2 Elect Director James G. Dolphin Management For For
1.3 Elect Director Kathleen C. Haines Management For For
1.4 Elect Director Kevin Mahony Management For For
1.5 Elect Director Basil G. Mavroleon Management For For
1.6 Elect Director Karin Y. Orsel Management For For
1.7 Elect Director Bao D. Truong 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 Amend Omnibus Stock Plan Management For For
5 Ratify Deloitte & Touche LLP as Auditors Management For For
6 Amend Certificate of Incorporation to Add Federal Forum Selection Provision Management For For
 
GOLDEN OCEAN GROUP LIMITED
MEETING DATE:  MAY 26, 2021
TICKER:  GOGL       SECURITY ID:  G39637205
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1 Fix Number of Directors at Eight Management For For
2 Authorize Board to Fill Vacancies Management For For
3 Elect Director John Fredriksen Management For Against
4 Elect Director Ola Lorentzon Management For Against
5 Elect Director James O'Shaughnessy Management For Against
6 Elect Director Bjorn Tore Larsen Management For For
7 Elect Director Tor Svelland Management For For
8 Approve PricewaterhouseCoopers AS as Auditors and Authorize Board to Fix Their Remuneration Management For For
9 Approve Remuneration of Directors Management For For
10 Approve Reduction of Share Premium Account Management For For
 
HUB GROUP, INC.
MEETING DATE:  MAY 24, 2021
TICKER:  HUBG       SECURITY ID:  443320106
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director David P. Yeager Management For For
1.2 Elect Director Mary H. Boosalis Management For For
1.3 Elect Director James C. Kenny Management For For
1.4 Elect Director Peter B. McNitt Management For For
1.5 Elect Director Charles R. Reaves Management For For
1.6 Elect Director Martin P. Slark Management For For
1.7 Elect Director Jonathan P. Ward Management For For
1.8 Elect Director Jenell R. Ross 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
 
J.B. HUNT TRANSPORT SERVICES, INC.
MEETING DATE:  APR 22, 2021
TICKER:  JBHT       SECURITY ID:  445658107
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Douglas G. Duncan Management For For
1.2 Elect Director Francesca M. Edwardson Management For For
1.3 Elect Director Wayne Garrison Management For For
1.4 Elect Director Sharilyn S. Gasaway Management For For
1.5 Elect Director Gary C. George Management For For
1.6 Elect Director Thad Hill Management For For
1.7 Elect Director J. Bryan Hunt, Jr. Management For For
1.8 Elect Director Gale V. King Management For For
1.9 Elect Director John N. Roberts, III Management For For
1.10 Elect Director James L. Robo Management For For
1.11 Elect Director Kirk Thompson 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
 
KANSAS CITY SOUTHERN
MEETING DATE:  MAY 20, 2021
TICKER:  KSU       SECURITY ID:  485170302
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Lydia I. Beebe Management For Against
1.2 Elect Director Lu M. Cordova Management For For
1.3 Elect Director Robert J. Druten Management For For
1.4 Elect Director Antonio O. Garza, Jr. Management For For
1.5 Elect Director David Garza-Santos Management For Against
1.6 Elect Director Janet H. Kennedy Management For For
1.7 Elect Director Mitchell J. Krebs Management For For
1.8 Elect Director Henry J. Maier Management For Against
1.9 Elect Director Thomas A. McDonnell Management For For
1.10 Elect Director Patrick J. Ottensmeyer Management For For
2 Ratify PricewaterhouseCoopers LLP as Auditor Management For For
3 Advisory Vote to Ratify Named Executive Officers' Compensation Management For Against
 
KIRBY CORPORATION
MEETING DATE:  APR 27, 2021
TICKER:  KEX       SECURITY ID:  497266106
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Tanya S. Beder Management For For
1b Elect Director Barry E. Davis Management For For
1c Elect Director Joseph H. Pyne 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 Amend Non-Employee Director Omnibus Stock Plan Management For For
 
KNIGHT-SWIFT TRANSPORTATION HOLDINGS INC.
MEETING DATE:  MAY 18, 2021
TICKER:  KNX       SECURITY ID:  499049104
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Gary Knight Management For For
1.2 Elect Director Kathryn Munro Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Ratify Grant Thornton LLP as Auditors Management For For
4 Reduce Supermajority Vote Requirement Shareholder Against For
 
LANDSTAR SYSTEM, INC.
MEETING DATE:  MAY 12, 2021
TICKER:  LSTR       SECURITY ID:  515098101
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director James B. Gattoni Management For For
1b Elect Director Anthony J. Orlando Management For For
2 Ratify KPMG LLP as Auditors Management For For
3 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
 
MACQUARIE INFRASTRUCTURE CORPORATION
MEETING DATE:  MAY 06, 2021
TICKER:  MIC       SECURITY ID:  55608B105
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1 Approve Plan of Reorganization Management For For
2 Adjourn Meeting Management For For
 
MACQUARIE INFRASTRUCTURE CORPORATION
MEETING DATE:  MAY 12, 2021
TICKER:  MIC       SECURITY ID:  55608B105
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Amanda Brock Management For For
1b Elect Director Norman H. Brown, Jr. Management For For
1c Elect Director Christopher Frost Management For For
1d Elect Director Maria Jelescu-Dreyfus Management For For
1e Elect Director Ronald Kirk Management For For
1f Elect Director H.E. (Jack) Lentz Management For For
1g Elect Director Ouma Sananikone Management For For
2 Ratify KPMG LLP as Auditors Management For For
3 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
 
MARTEN TRANSPORT, LTD.
MEETING DATE:  MAY 04, 2021
TICKER:  MRTN       SECURITY ID:  573075108
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Randolph L. Marten Management For For
1.2 Elect Director Larry B. Hagness Management For For
1.3 Elect Director Thomas J. Winkel Management For For
1.4 Elect Director Jerry M. Bauer Management For For
1.5 Elect Director Robert L. Demorest Management For For
1.6 Elect Director Ronald R. Booth Management For For
1.7 Elect Director Kathleen P. Iverson Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Ratify Grant Thornton LLP as Auditors Management For For
4 Other Business Management For Against
 
MATSON, INC.
MEETING DATE:  APR 22, 2021
TICKER:  MATX       SECURITY ID:  57686G105
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Meredith J. Ching Management For For
1.2 Elect Director Matthew J. Cox Management For For
1.3 Elect Director Thomas B. Fargo Management For For
1.4 Elect Director Mark H. Fukunaga Management For For
1.5 Elect Director Stanley M. Kuriyama Management For For
1.6 Elect Director Constance H. Lau Management For For
1.7 Elect Director Jenai S. Wall 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 Deloitte & Touche LLP as Auditors Management For For
 
NORFOLK SOUTHERN CORPORATION
MEETING DATE:  MAY 13, 2021
TICKER:  NSC       SECURITY ID:  655844108
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Thomas D. Bell, Jr. Management For For
1b Elect Director Mitchell E. Daniels, Jr. Management For For
1c Elect Director Marcela E. Donadio Management For For
1d Elect Director John C. Huffard, Jr. Management For For
1e Elect Director Christopher T. Jones Management For For
1f Elect Director Thomas C. Kelleher Management For For
1g Elect Director Steven F. Leer Management For For
1h Elect Director Michael D. Lockhart Management For For
1i Elect Director Amy E. Miles Management For For
1j Elect Director Claude Mongeau Management For For
1k Elect Director Jennifer F. Scanlon Management For For
1l Elect Director James A. Squires Management For For
1m Elect Director John R. Thompson 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 Proxy Access Right Shareholder Against Against
5 Report on Corporate Climate Lobbying Aligned with Paris Agreement Shareholder Against Against
 
NORTHROP GRUMMAN CORPORATION
MEETING DATE:  MAY 19, 2021
TICKER:  NOC       SECURITY ID:  666807102
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Kathy J. Warden Management For For
1.2 Elect Director David P. Abney Management For For
1.3 Elect Director Marianne C. Brown Management For For
1.4 Elect Director Donald E. Felsinger Management For For
1.5 Elect Director Ann M. Fudge Management For For
1.6 Elect Director William H. Hernandez Management For For
1.7 Elect Director Madeleine A. Kleiner Management For For
1.8 Elect Director Karl J. Krapek Management For For
1.9 Elect Director Gary Roughead Management For For
1.10 Elect Director Thomas M. Schoewe Management For For
1.11 Elect Director James S. Turley Management For For
1.12 Elect Director Mark A. Welsh, III 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 Human Rights Impact Assessment Shareholder Against Against
5 Reduce Ownership Threshold for Shareholders to Request Action by Written Consent Shareholder Against Against
 
OLD DOMINION FREIGHT LINE, INC.
MEETING DATE:  MAY 19, 2021
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 Bradley R. Gabosch Management For For
1.5 Elect Director Greg C. Gantt Management For For
1.6 Elect Director Patrick D. Hanley Management For For
1.7 Elect Director John D. Kasarda Management For For
1.8 Elect Director Wendy T. Stallings Management For For
1.9 Elect Director Thomas A. Stith, III Management For For
1.10 Elect Director Leo H. Suggs Management For For
1.11 Elect Director D. Michael Wray 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
 
POINTS INTERNATIONAL LTD.
MEETING DATE:  MAY 12, 2021
TICKER:  PTS       SECURITY ID:  730843208
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director David Adams Management For For
1.2 Elect Director Christopher Barnard Management For For
1.3 Elect Director Michael Beckerman Management For For
1.4 Elect Director Bruce Croxon Management For For
1.5 Elect Director Robert MacLean Management For For
1.6 Elect Director Jane Skoblo Management For For
1.7 Elect Director John Thompson Management For For
1.8 Elect Director Leontine van Leeuwen-Atkins Management For For
2 Approve KPMG LLP as Auditors and Authorize Board to Fix Their Remuneration Management For For
 
RYDER SYSTEM, INC.
MEETING DATE:  MAY 07, 2021
TICKER:  R       SECURITY ID:  783549108
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Robert J. Eck Management For For
1b Elect Director Robert A. Hagemann Management For For
1c Elect Director Michael F. Hilton Management For For
1d Elect Director Tamara L. Lundgren Management For For
1e Elect Director Luis P. Nieto, Jr. Management For For
1f Elect Director David G. Nord Management For For
1g Elect Director Robert E. Sanchez Management For For
1h Elect Director Abbie J. Smith Management For For
1i Elect Director E. Follin Smith Management For For
1j Elect Director Dmitri L. Stockton Management For For
1k Elect Director Hansel E. Tookes, II 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
5 Reduce Ownership Threshold for Shareholders to Request Action by Written Consent Shareholder Against Against
 
SCHNEIDER NATIONAL, INC.
MEETING DATE:  APR 26, 2021
TICKER:  SNDR       SECURITY ID:  80689H102
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Jyoti Chopra Management For For
1.2 Elect Director James R. Giertz Management For For
1.3 Elect Director Adam P. Godfrey Management For For
1.4 Elect Director Robert W. Grubbs Management For For
1.5 Elect Director Robert M. Knight, Jr. Management For For
1.6 Elect Director Therese A. Koller Management For For
1.7 Elect Director Mark B. Rourke Management For For
1.8 Elect Director Paul J. Schneider Management For For
1.9 Elect Director John A. Swainson Management For For
1.10 Elect Director James L. Welch 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
 
SENSATA TECHNOLOGIES HOLDING PLC
MEETING DATE:  MAY 27, 2021
TICKER:  ST       SECURITY ID:  G8060N102
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Andrew C. Teich Management For For
1b Elect Director Jeffrey J. Cote Management For For
1c Elect Director John P. Absmeier Management For For
1d Elect Director Daniel L. Black Management For For
1e Elect Director Lorraine A. Bolsinger Management For For
1f Elect Director James E. Heppelmann Management For For
1g Elect Director Charles W. Peffer Management For For
1h Elect Director Constance E. Skidmore Management For For
1i Elect Director Steven A. Sonnenberg Management For For
1j Elect Director Martha N. Sullivan Management For For
1k Elect Director Stephen M. Zide Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Approve Omnibus Stock Plan Management For For
4 Ratify Ernst & Young LLP as Auditors Management For For
5 Approve Director Compensation Report Management For For
6 Ratify Ernst & Young LLP as U.K. Statutory Auditor Management For For
7 Authorize Audit Committee to Fix Remuneration of Auditors Management For For
8 Accept Financial Statements and Statutory Reports Management For For
9 Authorize Issue of Equity Management For For
10 Authorize Issue of Equity without Pre-emptive Rights Management For For
11 Authorize the Board of Directors to Allot Shares Under the Equity Incentive Plans Management For For
12 Authorize the Board of Directors to Allot Shares Under the Equity Incentive Plans without Pre-emptive Rights Management For For
 
SKYWEST, INC.
MEETING DATE:  MAY 04, 2021
TICKER:  SKYW       SECURITY ID:  830879102
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Jerry C. Atkin Management For For
1.2 Elect Director W. Steve Albrecht Management For For
1.3 Elect Director Russell A. Childs Management For For
1.4 Elect Director Smita Conjeevaram Management For For
1.5 Elect Director Meredith S. Madden Management For For
1.6 Elect Director Ronald J. Mittelstaedt Management For For
1.7 Elect Director Andrew C. Roberts Management For For
1.8 Elect Director Keith E. Smith Management For For
1.9 Elect Director Steven F. Udvar-Hazy Management For For
1.10 Elect Director James L. Welch 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
 
SOUTHWEST AIRLINES CO.
MEETING DATE:  MAY 19, 2021
TICKER:  LUV       SECURITY ID:  844741108
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director David W. Biegler Management For For
1b Elect Director J. Veronica Biggins Management For For
1c Elect Director Douglas H. Brooks Management For For
1d Elect Director William H. Cunningham Management For For
1e Elect Director John G. Denison Management For For
1f Elect Director Thomas W. Gilligan Management For For
1g Elect Director Gary C. Kelly Management For For
1h Elect Director Grace D. Lieblein Management For For
1i Elect Director Nancy B. Loeffler Management For For
1j Elect Director John T. Montford Management For For
1k Elect Director Ron Ricks Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Ratify Ernst & Young LLP as Auditor Management For For
4 Provide Right to Act by Written Consent Shareholder Against Against
5 Adopt Majority Vote Cast to Remove Directors With or Without Cause Shareholder Against For
 
STAR BULK CARRIERS CORP.
MEETING DATE:  MAY 13, 2021
TICKER:  SBLK       SECURITY ID:  Y8162K204
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Koert Erhardt Management For For
1.2 Elect Director Brian Laibow Management For For
1.3 Elect Director Sherman Lau Management For For
2 Ratify Deloitte Certified Public Accountants S.A as Auditors Management For For
 
TFI INTERNATIONAL INC.
MEETING DATE:  APR 27, 2021
TICKER:  TFII       SECURITY ID:  87241L109
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Leslie Abi-Karam Management For For
1.2 Elect Director Alain Bedard Management For For
1.3 Elect Director Andre Berard Management For For
1.4 Elect Director Lucien Bouchard Management For For
1.5 Elect Director William T. England Management For For
1.6 Elect Director Diane Giard Management For For
1.7 Elect Director Richard Guay Management For For
1.8 Elect Director Debra Kelly-Ennis Management For For
1.9 Elect Director Neil D. Manning Management For For
1.10 Elect Director Joey Saputo Management For For
1.11 Elect Director Rosemary Turner Management For For
2 Approve KPMG LLP as Auditors and Authorize Board to Fix Their Remuneration Management For For
 
THE DESCARTES SYSTEMS GROUP INC.
MEETING DATE:  JUN 03, 2021
TICKER:  DSG       SECURITY ID:  249906108
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Deepak Chopra Management For For
1.2 Elect Director Deborah Close Management For For
1.3 Elect Director Eric A. Demirian Management For For
1.4 Elect Director Dennis Maple Management For For
1.5 Elect Director Chris Muntwyler Management For For
1.6 Elect Director Jane O'Hagan Management For For
1.7 Elect Director Edward J. Ryan Management For For
1.8 Elect Director John J. Walker Management For For
2 Approve KPMG LLP as Auditors and Authorize Board to Fix Their Remuneration Management For For
3 Advisory Vote on Executive Compensation Approach Management For For
 
U.S. XPRESS ENTERPRISES, INC.
MEETING DATE:  MAY 26, 2021
TICKER:  USX       SECURITY ID:  90338N202
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Jon F. Beizer Management For For
1.2 Elect Director Edward "Ned" H. Braman Management For For
1.3 Elect Director Jennifer G. Buckner Management For For
1.4 Elect Director Michael L. Ducker Management For For
1.5 Elect Director Eric Fuller Management For For
1.6 Elect Director Max Fuller Management For For
1.7 Elect Director Dennis A. Nash Management For For
1.8 Elect Director John C. Rickel Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Ratify Grant Thornton LLP as Auditors Management For For
 
UBER TECHNOLOGIES, INC.
MEETING DATE:  MAY 10, 2021
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 Yasir Al-Rumayyan Management For For
1i Elect Director John Thain Management For For
1j Elect Director David I. Trujillo Management For For
1k 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 Eliminate Supermajority Vote Requirement Management For For
5 Report on Lobbying Payments and Policy Shareholder Against Against
 
UNION PACIFIC CORPORATION
MEETING DATE:  MAY 13, 2021
TICKER:  UNP       SECURITY ID:  907818108
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Andrew H. Card, Jr. Management For For
1b Elect Director William J. DeLaney Management For For
1c Elect Director David B. Dillon Management For For
1d Elect Director Lance M. Fritz Management For For
1e Elect Director Deborah C. Hopkins Management For For
1f Elect Director Jane H. Lute Management For For
1g Elect Director Michael R. McCarthy Management For For
1h Elect Director Thomas F. McLarty, III Management For For
1i Elect Director Jose H. Villarreal Management For For
1j Elect Director Christopher J. Williams 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 For
5 Approve Nonqualified Employee Stock Purchase Plan Management For For
6 Report on EEO Shareholder Against For
7 Publish Annually a Report Assessing Diversity and Inclusion Efforts Shareholder Against For
8 Annual Vote and Report on Climate Change Shareholder Against For
 
UNITED AIRLINES HOLDINGS, INC.
MEETING DATE:  MAY 26, 2021
TICKER:  UAL       SECURITY ID:  910047109
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Carolyn Corvi Management For For
1b Elect Director Barney Harford Management For For
1c Elect Director Michele J. Hooper Management For For
1d Elect Director Walter Isaacson Management For For
1e Elect Director James A. C. Kennedy Management For For
1f Elect Director J. Scott Kirby Management For For
1g Elect Director Edward M. Philip Management For For
1h Elect Director Edward L. Shapiro Management For For
1i Elect Director David J. Vitale Management For For
1j Elect Director Laysha Ward Management For For
1k Elect Director James M. Whitehurst 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 Approve Omnibus Stock Plan Management For For
5 Approve Securities Transfer Restrictions Management For Against
6 Approve Tax Benefits Preservation Plan Management For Against
7 Report on Political Contributions and Expenditures Shareholder Against Against
8 Report on Global Warming-Related Lobbying Activities Shareholder Against Against
 
UNITED PARCEL SERVICE, INC.
MEETING DATE:  MAY 13, 2021
TICKER:  UPS       SECURITY ID:  911312106
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Carol B. Tome Management For For
1b Elect Director Rodney C. Adkins Management For For
1c Elect Director Eva C. Boratto Management For For
1d Elect Director Michael J. Burns Management For For
1e Elect Director Wayne M. Hewett Management For For
1f Elect Director Angela Hwang Management For For
1g Elect Director Kate E. Johnson Management For For
1h Elect Director William R. Johnson Management For For
1i Elect Director Ann M. Livermore Management For For
1j Elect Director Franck J. Moison Management For For
1k Elect Director Christiana Smith Shi Management For For
1l Elect Director Russell Stokes Management For For
1m Elect Director Kevin Warsh Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Approve Omnibus Stock Plan Management For For
4 Ratify Deloitte & Touche LLP as Auditors Management For For
5 Report on Lobbying Payments and Policy Shareholder Against Against
6 Approve Recapitalization Plan for all Stock to Have One-vote per Share Shareholder Against For
7 Report on Climate Change Shareholder Against For
8 Amend Certificate of Incorporation to Become a Public Benefit Corporation Shareholder Against Against
9 Publish Annually a Report Assessing Diversity and Inclusion Efforts Shareholder Against For
 
UNIVERSAL LOGISTICS HOLDINGS, INC.
MEETING DATE:  APR 29, 2021
TICKER:  ULH       SECURITY ID:  91388P105
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Grant E. Belanger Management For Withhold
1.2 Elect Director Frederick P. Calderone Management For Withhold
1.3 Elect Director Daniel J. Deane Management For Withhold
1.4 Elect Director Clarence W. Gooden Management For Withhold
1.5 Elect Director Matthew T. Moroun Management For Withhold
1.6 Elect Director Matthew J. Moroun Management For Withhold
1.7 Elect Director Tim Phillips Management For Withhold
1.8 Elect Director Michael A. Regan Management For Withhold
1.9 Elect Director Richard P. Urban Management For Withhold
1.10 Elect Director H. E. "Scott" Wolfe Management For Withhold
2 Ratify Grant Thornton LLP as Auditors Management For For
3 Require a Majority Vote for the Election of Directors Shareholder None For
 
USA TRUCK INC.
MEETING DATE:  MAY 07, 2021
TICKER:  USAK       SECURITY ID:  902925106
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director James D. Reed Management For For
1.2 Elect Director Gary R. Enzor Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Ratify Grant Thornton LLP as Auditors Management For For
 
WERNER ENTERPRISES, INC.
MEETING DATE:  MAY 11, 2021
TICKER:  WERN       SECURITY ID:  950755108
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Scott C. Arves Management For For
1.2 Elect Director Vikram Mansharamani Management For For
1.3 Elect Director Alexi A. Wellman Management For For
1.4 Elect Director Carmen A. Tapio Management For For
1.5 Elect Director Derek J. Leathers Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Ratify KPMG LLP as Auditors Management For For
 
WILLIS LEASE FINANCE CORPORATION
MEETING DATE:  JUL 21, 2020
TICKER:  WLFC       SECURITY ID:  970646105
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1 Elect Director Rae Ann McKeating Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For Against
3 Ratify KPMG LLP as Auditors Management For For
 
XPO LOGISTICS, INC.
MEETING DATE:  MAY 11, 2021
TICKER:  XPO       SECURITY ID:  983793100
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Brad Jacobs Management For For
1.2 Elect Director Gena Ashe Management For For
1.3 Elect Director Marlene Colucci Management For For
1.4 Elect Director AnnaMaria DeSalva Management For For
1.5 Elect Director Michael Jesselson Management For For
1.6 Elect Director Adrian Kingshott Management For For
1.7 Elect Director Jason Papastavrou Management For For
1.8 Elect Director Oren Shaffer Management For For
2 Ratify KPMG LLP as Auditors Management For For
3 Advisory Vote to Ratify Named Executive Officers' Compensation Management For Against
4 Report on Lobbying Payments and Policy Shareholder Against For
5 Require Independent Board Chair Shareholder Against Against
6 Limit Accelerated Vesting of Equity Awards Upon a Change in Control Shareholder Against Against

VOTE SUMMARY REPORT
SELECT UTILITIES PORTFOLIO
07/01/2020 - 06/30/2021

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 ELECTRIC POWER COMPANY, INC.
MEETING DATE:  APR 20, 2021
TICKER:  AEP       SECURITY ID:  025537101
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Nicholas K. Akins Management For For
1.2 Elect Director David J. Anderson Management For For
1.3 Elect Director J. Barnie Beasley, Jr. Management For For
1.4 Elect Director Art A. Garcia Management For For
1.5 Elect Director Linda A. Goodspeed Management For For
1.6 Elect Director Thomas E. Hoaglin Management For For
1.7 Elect Director Sandra Beach Lin Management For For
1.8 Elect Director Margaret M. McCarthy Management For For
1.9 Elect Director Stephen S. Rasmussen Management For For
1.10 Elect Director Oliver G. Richard, III Management For For
1.11 Elect Director Daryl Roberts Management For For
1.12 Elect Director Sara Martinez Tucker Management For For
2 Ratify PricewaterhouseCoopers LLP as Auditors Management For For
3 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
 
CENTERPOINT ENERGY, INC.
MEETING DATE:  APR 23, 2021
TICKER:  CNP       SECURITY ID:  15189T107
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Leslie D. Biddle Management For For
1b Elect Director Milton Carroll Management For For
1c Elect Director Wendy Montoya Cloonan Management For For
1d Elect Director Earl M. Cummings Management For For
1e Elect Director David J. Lesar Management For For
1f Elect Director Martin H. Nesbitt Management For For
1g Elect Director Theodore F. Pound Management For For
1h Elect Director Phillip R. Smith Management For For
1i Elect Director Barry T. Smitherman 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
 
CLEARWAY ENERGY, INC.
MEETING DATE:  APR 29, 2021
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 Brian R. Ford Management For For
1.4 Elect Director Bruce MacLennan Management For For
1.5 Elect Director Ferrell P. McClean Management For For
1.6 Elect Director Daniel B. More Management For For
1.7 Elect Director E. Stanley O'Neal Management For For
1.8 Elect Director Christopher S. Sotos Management For For
1.9 Elect Director Scott Stanley 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 Ernst & Young LLP as Auditors Management For For
 
CLEARWAY ENERGY, INC.
MEETING DATE:  APR 29, 2021
TICKER:  CWEN       SECURITY ID:  18539C204
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 Brian R. Ford Management For For
1.4 Elect Director Bruce MacLennan Management For For
1.5 Elect Director Ferrell P. McClean Management For For
1.6 Elect Director Daniel B. More Management For For
1.7 Elect Director E. Stanley O'Neal Management For For
1.8 Elect Director Christopher S. Sotos Management For For
1.9 Elect Director Scott Stanley 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 Ernst & Young LLP as Auditors Management For For
 
DOMINION ENERGY, INC.
MEETING DATE:  MAY 05, 2021
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 Helen E. Dragas Management For For
1D Elect Director James O. Ellis, Jr. Management For For
1E Elect Director D. Maybank Hagood Management For For
1F Elect Director Ronald W. Jibson Management For For
1G Elect Director Mark J. Kington Management For For
1H Elect Director Joseph M. Rigby Management For For
1I Elect Director Pamela J. Royal Management For For
1J Elect Director Robert H. Spilman, Jr. Management For For
1K Elect Director Susan N. Story Management For For
1L Elect Director Michael E. Szymanczyk 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 Lobbying Payments and Policy Shareholder Against Against
5 Require Independent Board Chair Shareholder Against Against
6 Amend Proxy Access Right Shareholder Against Against
 
DUKE ENERGY CORPORATION
MEETING DATE:  MAY 06, 2021
TICKER:  DUK       SECURITY ID:  26441C204
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Michael G. Browning Management For For
1.2 Elect Director Annette K. Clayton Management For For
1.3 Elect Director Theodore F. Craver, Jr. Management For For
1.4 Elect Director Robert M. Davis Management For For
1.5 Elect Director Caroline Dorsa Management For For
1.6 Elect Director W. Roy Dunbar Management For For
1.7 Elect Director Nicholas C. Fanandakis Management For For
1.8 Elect Director Lynn J. Good Management For For
1.9 Elect Director John T. Herron Management For For
1.10 Elect Director E. Marie McKee Management For For
1.11 Elect Director Michael J. Pacilio Management For For
1.12 Elect Director Thomas E. Skains Management For For
1.13 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 Eliminate Supermajority Vote Requirement Management For For
5 Require Independent Board Chair Shareholder Against Against
6 Report on Political Contributions and Expenditures Shareholder Against Against
 
EDISON INTERNATIONAL
MEETING DATE:  APR 22, 2021
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 Carey A. Smith Management For For
1h Elect Director Linda G. Stuntz Management For For
1i Elect Director William P. Sullivan 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 to Ratify Named Executive Officers' Compensation Management For For
4 Approve Qualified Employee Stock Purchase Plan Management For For
5 Amend Proxy Access Right Shareholder Against Against
 
EVERGY, INC.
MEETING DATE:  MAY 04, 2021
TICKER:  EVRG       SECURITY ID:  30034W106
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director David A. Campbell Management For For
1b Elect Director Mollie Hale Carter Management For For
1c Elect Director Thomas D. Hyde Management For For
1d Elect Director B. Anthony Isaac Management For For
1e Elect Director Paul M. Keglevic Management For For
1f Elect Director Mary L. Landrieu Management For For
1g Elect Director Sandra A.J. Lawrence Management For For
1h Elect Director Ann D. Murtlow Management For For
1i Elect Director Sandra J. Price Management For For
1j Elect Director Mark A. Ruelle Management For For
1k Elect Director S. Carl Soderstrom, Jr. Management For For
1l Elect Director John Arthur Stall Management For For
1m Elect Director C. John Wilder 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
 
EXELON CORPORATION
MEETING DATE:  APR 27, 2021
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 Ann Berzin Management For For
1c Elect Director Laurie Brlas Management For For
1d Elect Director Marjorie Rodgers Cheshire Management For For
1e Elect Director Christopher Crane Management For For
1f Elect Director Yves de Balmann Management For For
1g Elect Director Linda Jojo Management For For
1h Elect Director Paul Joskow Management For For
1i Elect Director Robert Lawless Management For For
1j Elect Director John Richardson Management For For
1k Elect Director Mayo Shattuck, III Management For For
1l Elect Director John Young 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 Child Labor Audit Shareholder Against Against
 
FIRSTENERGY CORP.
MEETING DATE:  MAY 18, 2021
TICKER:  FE       SECURITY ID:  337932107
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Michael J. Anderson Management For For
1.2 Elect Director Steven J. Demetriou Management For For
1.3 Elect Director Julia L. Johnson Management For For
1.4 Elect Director Jesse A. Lynn Management For For
1.5 Elect Director Donald T. Misheff Management For For
1.6 Elect Director Thomas N. Mitchell Management For For
1.7 Elect Director James F. O'Neil, III Management For For
1.8 Elect Director Christopher D. Pappas Management For For
1.9 Elect Director Luis A. Reyes Management For For
1.10 Elect Director John W. Somerhalder, II Management For For
1.11 Elect Director Steven E. Strah Management For For
1.12 Elect Director Andrew Teno Management For For
1.13 Elect Director Leslie M. Turner Management For For
1.14 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
 
NEXTERA ENERGY PARTNERS, LP
MEETING DATE:  APR 20, 2021
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 Peter H. Kind Management For For
1d Elect Director James L. Robo 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
 
NEXTERA ENERGY, INC.
MEETING DATE:  MAY 20, 2021
TICKER:  NEE       SECURITY ID:  65339F101
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Sherry S. Barrat Management For For
1b Elect Director James L. Camaren Management For For
1c Elect Director Kenneth B. Dunn Management For For
1d Elect Director Naren K. Gursahaney Management For For
1e Elect Director Kirk S. Hachigian Management For For
1f Elect Director Amy B. Lane Management For For
1g Elect Director David L. Porges Management For For
1h Elect Director James L. Robo Management For For
1i Elect Director Rudy E. Schupp Management For For
1j Elect Director John L. Skolds Management For For
1k Elect Director Lynn M. Utter Management For For
1l Elect Director Darryl L. Wilson 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 For
5 Provide Right to Act by Written Consent Shareholder Against Against
 
NISOURCE INC.
MEETING DATE:  MAY 25, 2021
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 Theodore H. Bunting, Jr. Management For For
1c Elect Director Eric L. Butler Management For For
1d Elect Director Aristides S. Candris Management For For
1e Elect Director Wayne S. DeVeydt Management For For
1f Elect Director Joseph Hamrock Management For For
1g Elect Director Deborah A. Henretta Management For For
1h Elect Director Deborah A. P. Hersman Management For For
1i Elect Director Michael E. Jesanis Management For For
1j Elect Director Kevin T. Kabat Management For For
1k Elect Director Carolyn Y. Woo 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 Ratify Deloitte & Touche LLP as Auditors Management For For
4 Amend Proxy Access Right Shareholder Against Against
 
NRG ENERGY, INC.
MEETING DATE:  APR 29, 2021
TICKER:  NRG       SECURITY ID:  629377508
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director E. Spencer Abraham Management For For
1b Elect Director Antonio Carrillo Management For For
1c Elect Director Matthew Carter, Jr. Management For For
1d Elect Director Lawrence S. Coben Management For For
1e Elect Director Heather Cox Management For For
1f Elect Director Elisabeth B. Donohue Management For For
1g Elect Director Mauricio Gutierrez Management For For
1h Elect Director Paul W. Hobby Management For For
1i Elect Director Alexandra Pruner Management For For
1j Elect Director Anne C. Schaumburg Management For For
1k Elect Director Thomas H. Weidemeyer Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Ratify KPMG LLP as Auditors Management For For
 
PG&E CORPORATION
MEETING DATE:  MAY 20, 2021
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 Michael R. Niggli Management For For
1e Elect Director Oluwadara (Dara) J. Treseder Management For For
1f Elect Director Benjamin F. Wilson 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 For
 
PORTLAND GENERAL ELECTRIC COMPANY
MEETING DATE:  APR 28, 2021
TICKER:  POR       SECURITY ID:  736508847
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Rodney Brown Management For For
1b Elect Director Jack Davis Management For For
1c Elect Director Kirby Dyess Management For For
1d Elect Director Mark Ganz Management For For
1e Elect Director Marie Oh Huber Management For For
1f Elect Director Kathryn Jackson Management For For
1g Elect Director Michael Lewis Management For For
1h Elect Director Michael Millegan Management For For
1i Elect Director Neil Nelson Management For For
1j Elect Director Lee Pelton Management For For
1k Elect Director Maria Pope Management For For
1l Elect Director James Torgerson 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
 
PPL CORPORATION
MEETING DATE:  MAY 18, 2021
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 Steven G. Elliott Management For For
1c Elect Director Raja Rajamannar Management For For
1d Elect Director Craig A. Rogerson Management For For
1e Elect Director Vincent Sorgi Management For For
1f Elect Director Natica von Althann Management For For
1g Elect Director Keith H. Williamson Management For For
1h Elect Director Phoebe A. Wood Management For For
1i Elect Director Armando Zagalo de Lima 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
 
PUBLIC SERVICE ENTERPRISE GROUP INCORPORATED
MEETING DATE:  APR 20, 2021
TICKER:  PEG       SECURITY ID:  744573106
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Ralph Izzo Management For For
1.2 Elect Director Shirley Ann Jackson Management For For
1.3 Elect Director Willie A. Deese Management For For
1.4 Elect Director David Lilley Management For For
1.5 Elect Director Barry H. Ostrowsky Management For For
1.6 Elect Director Scott G. Stephenson Management For For
1.7 Elect Director Laura A. Sugg Management For For
1.8 Elect Director John P. Surma Management For For
1.9 Elect Director Susan Tomasky 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 Ratify Deloitte & Touche LLP as Auditors Management For For
4 Approve Non-Employee Director Restricted Stock Plan Management For For
5 Approve Omnibus Stock Plan Management For For
 
SEMPRA ENERGY
MEETING DATE:  MAY 14, 2021
TICKER:  SRE       SECURITY ID:  816851109
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Alan L. Boeckmann Management For For
1b Elect Director Andres Conesa Management For For
1c Elect Director Maria Contreras-Sweet Management For For
1d Elect Director Pablo A. Ferrero Management For For
1e Elect Director William D. Jones Management For For
1f Elect Director Jeffrey W. Martin Management For For
1g Elect Director Bethany J. Mayer Management For For
1h Elect Director Michael N. Mears Management For For
1i Elect Director Jack T. Taylor Management For For
1j Elect Director Cynthia L. Walker Management For For
1k Elect Director Cynthia J. Warner Management For For
1l 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 For
4 Amend Proxy Access Right Shareholder Against Against
5 Report on Corporate Climate Lobbying Aligned with Paris Agreement Shareholder Against Against
 
SUNNOVA ENERGY INTERNATIONAL INC.
MEETING DATE:  MAY 19, 2021
TICKER:  NOVA       SECURITY ID:  86745K104
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Nora Mead Brownell Management For For
1.2 Elect Director Mark Longstreth Management For For
1.3 Elect Director C. Park Shaper Management For For
2 Ratify PricewaterhouseCoopers LLP as Auditors Management For For
 
THE AES CORPORATION
MEETING DATE:  APR 22, 2021
TICKER:  AES       SECURITY ID:  00130H105
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Janet G. Davidson Management For For
1.2 Elect Director Andres R. Gluski Management For For
1.3 Elect Director Tarun Khanna Management For For
1.4 Elect Director Holly K. Koeppel Management For For
1.5 Elect Director Julia M. Laulis Management For For
1.6 Elect Director James H. Miller Management For For
1.7 Elect Director Alain Monie Management For For
1.8 Elect Director John B. Morse, Jr. Management For For
1.9 Elect Director Moises Naim Management For For
1.10 Elect Director Teresa M. Sebastian 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 Require Shareholder Approval of Bylaw and Charter Amendments Adopted by the Board of Directors Shareholder Against Against
 
THE SOUTHERN COMPANY
MEETING DATE:  MAY 26, 2021
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 Juanita Powell Baranco Management For For
1c Elect Director Henry A. Clark, III Management For For
1d Elect Director Anthony F. Earley, Jr. Management For For
1e Elect Director Thomas A. Fanning Management For For
1f Elect Director David J. Grain Management For For
1g Elect Director Colette D. Honorable Management For For
1h Elect Director Donald M. James Management For For
1i Elect Director John D. Johns Management For For
1j Elect Director Dale E. Klein 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 E. Jenner Wood, III Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Approve Omnibus Stock Plan Management For For
4 Ratify Deloitte & Touche LLP as Auditors Management For For
5 Reduce Supermajority Vote Requirement Management For For
 
VISTRA CORP.
MEETING DATE:  APR 28, 2021
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 Lisa Crutchfield Management For For
1.7 Elect Director Brian K. Ferraioli Management For For
1.8 Elect Director Jeff D. Hunter Management For For
1.9 Elect Director Curtis A. Morgan Management For For
1.10 Elect Director John 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
SELECT WIRELESS PORTFOLIO
07/01/2020 - 06/30/2021

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.

 
ACTIVISION BLIZZARD, INC.
MEETING DATE:  JUN 21, 2021
TICKER:  ATVI       SECURITY ID:  00507V109
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Reveta Bowers Management For For
1b Elect Director Robert Corti Management For For
1c Elect Director Hendrik Hartong, III Management For For
1d Elect Director Brian Kelly Management For For
1e Elect Director Robert Kotick Management For For
1f Elect Director Barry Meyer Management For For
1g Elect Director Robert Morgado Management For For
1h Elect Director Peter Nolan Management For For
1i Elect Director Dawn Ostroff Management For For
1j Elect Director Casey Wasserman Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Ratify PricewaterhouseCoopers LLP as Auditors Management For For
 
AMAZON.COM, INC.
MEETING DATE:  MAY 26, 2021
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 Keith B. Alexander Management For For
1c Elect Director Jamie S. Gorelick Management For For
1d Elect Director Daniel P. Huttenlocher Management For For
1e Elect Director Judith A. McGrath Management For For
1f Elect Director Indra K. Nooyi Management For For
1g Elect Director Jonathan J. Rubinstein Management For For
1h Elect Director Thomas O. Ryder Management For For
1i Elect Director Patricia Q. Stonesifer Management For For
1j Elect Director Wendell P. Weeks Management For For
2 Ratify Ernst & Young LLP as Auditor Management For For
3 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
4 Report on Customers' Use of its Surveillance and Computer Vision Products Capabilities or Cloud Products Contribute to Human Rights Violations Shareholder Against Against
5 Require Independent Board Chair Shareholder Against Against
6 Report on Gender/Racial Pay Gap Shareholder Against Against
7 Report on Promotion Data Shareholder Against Against
8 Report on the Impacts of Plastic Packaging Shareholder Against For
9 Oversee and Report on a Civil Rights, Equity, Diversity and Inclusion Audit Shareholder Against Against
10 Adopt a Policy to Include Hourly Employees as Director Candidates Shareholder Against Against
11 Report on Board Oversight of Risks Related to Anti-Competitive Practices Shareholder Against Against
12 Reduce Ownership Threshold for Shareholders to Call Special Meeting Shareholder Against Against
13 Report on Lobbying Payments and Policy Shareholder Against Against
14 Report on Potential Human Rights Impacts of Customers' Use of Rekognition Shareholder Against Against
 
AMERICAN TOWER CORPORATION
MEETING DATE:  MAY 26, 2021
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 Raymond P. Dolan Management For For
1c Elect Director Kenneth R. Frank Management For For
1d Elect Director Robert D. Hormats Management For For
1e Elect Director Gustavo Lara Cantu Management For For
1f Elect Director Grace D. Lieblein Management For For
1g Elect Director Craig Macnab Management For For
1h Elect Director JoAnn A. Reed Management For For
1i Elect Director Pamela D.A. Reeve Management For For
1j Elect Director David E. Sharbutt 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 Auditor Management For For
3 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
4 Reduce Ownership Threshold for Shareholders to Call Special Meeting Shareholder Against Against
5 Establish a Board Committee on Human Rights Shareholder Against Against
 
APPLE INC.
MEETING DATE:  FEB 23, 2021
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 Andrea Jung Management For For
1e Elect Director Art Levinson Management For For
1f Elect Director Monica Lozano Management For For
1g Elect Director Ron Sugar Management For For
1h 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 Proxy Access Amendments Shareholder Against Against
5 Improve Principles of Executive Compensation Program Shareholder Against Against
 
AT&T INC.
MEETING DATE:  APR 30, 2021
TICKER:  T       SECURITY ID:  00206R102
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director William E. Kennard Management For For
1b Elect Director Samuel A. Di Piazza, Jr. Management For For
1c Elect Director Scott T. Ford Management For For
1d Elect Director Glenn H. Hutchins Management For For
1e Elect Director Debra L. Lee Management For For
1f Elect Director Stephen J. Luczo Management For For
1g Elect Director Michael B. McCallister Management For For
1h Elect Director Beth E. Mooney Management For For
1i Elect Director Matthew K. Rose Management For For
1j Elect Director John T. Stankey Management For For
1k Elect Director Cynthia B. Taylor Management For For
1l Elect Director Geoffrey Y. Yang Management For For
2 Ratify Ernst & Young LLP as Auditors Management For For
3 Advisory Vote to Ratify Named Executive Officers' Compensation Management For Against
4 Lower Ownership Threshold for Action by Written Consent Shareholder Against Against
 
BEZEQ THE ISRAELI TELECOMMUNICATION CORP. LTD.
MEETING DATE:  SEP 06, 2020
TICKER:  BEZQ       SECURITY ID:  M2012Q100
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1 Elect Gil Sharon as Director Management For Against
2 Reelect Zeev Vurembrand as External Director Management For For
3 Issue Indemnification and Exemption Agreements to Tomer Raved , Director Management For For
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
B1 If you are an Interest Holder as defined in Section 1 of the Securities Law, 1968, vote FOR. Otherwise, vote against. Management None Against
B2 If you are a Senior Officer as defined in Section 37(D) of the Securities Law, 1968, vote FOR. Otherwise, vote against. Management None Against
B3 If you are an Institutional Investor as defined in Regulation 1 of the Supervision Financial Services Regulations 2009 or a Manager of a Joint Investment Trust Fund as defined in the Joint Investment Trust Law, 1994, vote FOR. Otherwise, vote against. Management None For
 
BEZEQ THE ISRAELI TELECOMMUNICATION CORP. LTD.
MEETING DATE:  JAN 18, 2021
TICKER:  BEZQ       SECURITY ID:  M2012Q100
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1 Approve Increase Registered Share Capital and Amend Articles Accordingly Management For For
2 Approve Employment Terms of Gil Sharon, Chairman, Retroactively Management For For
3 Approve Grant of Options to David Mizrahi, CEO Management For For
4 Approve Amendments to Compensation Policy for the Directors and Officers of the Company Management For For
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
B1 If you are an Interest Holder as defined in Section 1 of the Securities Law, 1968, vote FOR. Otherwise, vote against. Management None Against
B2 If you are a Senior Officer as defined in Section 37(D) of the Securities Law, 1968, vote FOR. Otherwise, vote against. Management None Against
B3 If you are an Institutional Investor as defined in Regulation 1 of the Supervision Financial Services Regulations 2009 or a Manager of a Joint Investment Trust Fund as defined in the Joint Investment Trust Law, 1994, vote FOR. Otherwise, vote against. Management None For
 
BEZEQ THE ISRAELI TELECOMMUNICATION CORP. LTD.
MEETING DATE:  APR 22, 2021
TICKER:  BEZQ       SECURITY ID:  M2012Q100
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1 Discuss Financial Statements and the Report of the Board Management None None
2 Reappoint Somekh Chaikin as Auditors Management For For
3 Reelect Gil Sharonas Director Management For Against
4 Reelect Darren Glatt as Director Management For Against
5 Reelect Ran Fuhrer as Director Management For Against
6 Reelect Tomer Rabad as Director Management For Against
7 Reelect David Granot as Director Management For For
8 Reelect Yossi Abergil as Director on Behalf of the Employees Management For For
9 Reelect Edith Lusky as External Director Management For For
10 Elect Tzipi Tzipora Malka Livni as External Director Management For For
11 Issue Indemnification and Exemption Agreements to Tzipi Tzipora Malka Livni, External Director (Subject to Approval of Item 10) Management For For
12 Approve Amended Compensation Policy for the Directors and Officers of the Company Management For For
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
B1 If you are an Interest Holder as defined in Section 1 of the Securities Law, 1968, vote FOR. Otherwise, vote against. Management None Against
B2 If you are a Senior Officer as defined in Section 37(D) of the Securities Law, 1968, vote FOR. Otherwise, vote against. Management None Against
B3 If you are an Institutional Investor as defined in Regulation 1 of the Supervision Financial Services Regulations 2009 or a Manager of a Joint Investment Trust Fund as defined in the Joint Investment Trust Law, 1994, vote FOR. Otherwise, vote against. Management None For
 
BHARTI AIRTEL LIMITED
MEETING DATE:  FEB 09, 2021
TICKER:  532454       SECURITY ID:  Y0885K108
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1 Approve Shifting of Registered Office of the Company Management For For
 
BHARTI AIRTEL LIMITED
MEETING DATE:  MAR 19, 2021
TICKER:  532454       SECURITY ID:  Y0885K108
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1 Approve Issuance of Equity Shares on Preferential Basis Management For For
 
CELLNEX TELECOM SA
MEETING DATE:  MAR 26, 2021
TICKER:  CLNX       SECURITY ID:  E2R41M104
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1 Approve Consolidated and Standalone Financial Statements Management For For
2 Approve Non-Financial Information Statement Management For For
3 Approve Treatment of Net Loss Management For For
4 Approve Discharge of Board Management For For
5.1 Approve Annual Maximum Remuneration Management For For
5.2 Approve Remuneration Policy Management For For
6 Approve Grant of Shares to CEO Management For For
7.1 Fix Number of Directors at 11 Management For For
7.2 Ratify Appointment of and Elect Alexandra Reich as Director Management For For
8.1 Amend Articles Management For For
8.2 Remove Articles Management For For
8.3 Renumber Article 27 as New Article 21 Management For For
8.4 Amend Article 5 Management For For
8.5 Amend Article 10 Management For For
8.6 Amend Articles and Add New Article 13 Management For For
8.7 Amend Articles Management For For
8.8 Add New Article 15 Management For For
9.1 Amend Articles of General Meeting Regulations Re: Technical Adjustments Management For For
9.2 Amend Articles of General Meeting Regulations Re: Remote Voting Management For For
9.3 Add New Article 15 to General Meeting Regulations Management For For
10 Approve Capital Raising Management For For
11 Authorize Increase in Capital up to 50 Percent via Issuance of Equity or Equity-Linked Securities, Excluding Preemptive Rights of up to 10 Percent Management For For
12 Authorize Issuance of Convertible Bonds, Debentures, Warrants, and Other Debt Securities with Exclusion of Preemptive Rights up to 10 Percent of Capital Management For For
13 Authorize Board to Ratify and Execute Approved Resolutions Management For For
14 Advisory Vote on Remuneration Report Management For For
 
COMMSCOPE HOLDING COMPANY, INC.
MEETING DATE:  MAY 07, 2021
TICKER:  COMM       SECURITY ID:  20337X109
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1 Declassify the Board of Directors Management For For
3a Elect Director Mary S. Chan Management For For
3b Elect Director Stephen (Steve) C. Gray Management For For
3c Elect Director L. William (Bill) Krause Management For For
3d Elect Director Derrick A. Roman Management For For
4 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
5 Amend Omnibus Stock Plan Management For Against
6 Approve Termination of Executive Performance Options and Grant of Selective Performance-Based Retention Equity Awards Management For Against
7 Ratify Ernst & Young LLP as Auditors Management For For
 
CROWN CASTLE INTERNATIONAL CORP.
MEETING DATE:  MAY 21, 2021
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 Lee W. Hogan Management For For
1g Elect Director Tammy K. Jones Management For For
1h Elect Director J. Landis Martin Management For For
1i Elect Director Anthony J. Melone Management For For
1j Elect Director W. Benjamin Moreland Management For For
1k Elect Director Kevin A. Stephens Management For For
1l 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 Advisory Vote on Say on Pay Frequency Management One Year One Year
 
DISH NETWORK CORPORATION
MEETING DATE:  APR 30, 2021
TICKER:  DISH       SECURITY ID:  25470M109
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Kathleen Q. Abernathy Management For For
1.2 Elect Director George R. Brokaw Management For For
1.3 Elect Director James DeFranco Management For For
1.4 Elect Director Cantey M. Ergen Management For For
1.5 Elect Director Charles W. Ergen Management For For
1.6 Elect Director Afshin Mohebbi Management For For
1.7 Elect Director Tom A. Ortolf Management For For
1.8 Elect Director Joseph T. Proietti Management For For
2 Ratify KPMG LLP as Auditors Management For For
3 Amend Non-Employee Director Stock Option Plan Management For Against
 
DOORDASH, INC.
MEETING DATE:  JUN 22, 2021
TICKER:  DASH       SECURITY ID:  25809K105
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Tony Xu 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
 
ELECTRONIC ARTS INC.
MEETING DATE:  AUG 06, 2020
TICKER:  EA       SECURITY ID:  285512109
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Leonard S. Coleman Management For For
1b Elect Director Jay C. Hoag Management For For
1c Elect Director Jeffrey T. Huber Management For For
1d Elect Director Lawrence F. Probst, III Management For For
1e Elect Director Talbott Roche Management For For
1f Elect Director Richard A. Simonson Management For For
1g Elect Director Luis A. Ubinas Management For For
1h Elect Director Heidi J. Ueberroth Management For For
1i Elect Director Andrew Wilson 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 Provide Right to Act by Written Consent Shareholder Against Against
 
FACEBOOK, INC.
MEETING DATE:  MAY 26, 2021
TICKER:  FB       SECURITY ID:  30303M102
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Peggy Alford Management For For
1.2 Elect Director Marc L. Andreessen Management For For
1.3 Elect Director Andrew W. Houston Management For For
1.4 Elect Director Nancy Killefer Management For For
1.5 Elect Director Robert M. Kimmitt Management For For
1.6 Elect Director Sheryl K. Sandberg Management For For
1.7 Elect Director Peter A. Thiel Management For For
1.8 Elect Director Tracey T. Travis Management For For
1.9 Elect Director Mark Zuckerberg Management For For
2 Ratify Ernst & Young LLP as Auditors Management For For
3 Amend Non-Employee Director Compensation Policy Management For Against
4 Approve Recapitalization Plan for all Stock to Have One-vote per Share Shareholder Against For
5 Require Independent Board Chair Shareholder Against Against
6 Report on Online Child Sexual Exploitation Shareholder Against Against
7 Require Independent Director Nominee with Human and/or Civil Rights Experience Shareholder Against Against
8 Report on Platform Misuse Shareholder Against For
9 Amend Certificate of Incorporation to Become a Public Benefit Corporation Shareholder Against Against
 
GCI LIBERTY, INC.
MEETING DATE:  DEC 15, 2020
TICKER:  GLIBA       SECURITY ID:  36164V305
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1 Approve Merger Agreement Management For For
2 Adjourn Meeting Management For For
 
ILIAD SA
MEETING DATE:  JUL 21, 2020
TICKER:  ILD       SECURITY ID:  F4958P102
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 2.60 per Share Management For For
4 Approve Auditors' Special Report on Related-Party Transactions Management For For
5 Approve Transaction with Holdco Re. Entertainment Convention Management For For
6 Approve Transaction with Cyril Poidatz Re. Tripartite Agreement Management For For
7 Reelect Cyril Poidatz as Director Management For For
8 Reelect Thomas Reynaud as Director Management For For
9 Elect Jacques Veyrat as Director Management For For
10 Elect Celine Lazorthes as Director Management For For
11 Approve Remuneration of Directors in the Aggregate Amount of EUR 240,000 Management For For
12 Approve Compensation Report Management For For
13 Approve Compensation of Maxime Lombardini, Chairman of the Board Management For For
14 Approve Compensation of Thomas Reynaud, CEO Management For For
15 Approve Compensation of Xavier Niel, Vice-CEO Management For For
16 Approve Compensation of Rani Assaf, Vice-CEO Management For For
17 Approve Compensation of Antoine Levavasseur, Vice-CEO Management For For
18 Approve Compensation of Alexis Bidinot, Vice-CEO Until Dec. 9, 2020 Management For For
19 Approve Remuneration Policy of Chairman of the Board Management For For
20 Approve Remuneration Policy of CEO Management For Against
21 Approve Remuneration Policy of Vice-CEOs Management For For
22 Approve Remuneration Policy of Directors Management For For
23 Authorize Repurchase of Up to 10 Percent of Issued Share Capital Management For For
24 Authorize up to 2 Percent of Issued Capital for Use in Restricted Stock Plans Management For For
25 Authorize up to 1 Percent of Issued Capital for Use in Stock Option Plans Management For For
26 Authorize Capital Issuances for Use in Employee Stock Purchase Plans Management For Against
27 Authorize Decrease in Share Capital via Cancellation of Repurchased Shares Management For For
28 Amend Article 13 of Bylaws Re: Board Composition Management For For
29 Amend Article 17 of Bylaws Re: Board Meetings Management For For
30 Amend Article 21 of Bylaws Re: Agreement Between Company and Director, CEO, Vice-CEo or Shareholder Management For For
31 Amend Article 26 of Bylaws Re: Board Meetings - Powers Management For For
32 Amend Article 27 of Bylaws Re: Board Meetings Attendance - Minutes Management For For
33 Fix Nominal Value of Shares in Bylaws and Subsequent Capitalization of Reserves Management For For
34 Authorize Filing of Required Documents/Other Formalities Management For For
 
IRIDIUM COMMUNICATIONS INC.
MEETING DATE:  MAY 12, 2021
TICKER:  IRDM       SECURITY ID:  46269C102
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Robert H. Niehaus Management For For
1.2 Elect Director Thomas C. Canfield Management For For
1.3 Elect Director Matthew J. Desch Management For For
1.4 Elect Director Thomas J. Fitzpatrick Management For For
1.5 Elect Director L. Anthony Frazier Management For For
1.6 Elect Director Jane L. Harman Management For For
1.7 Elect Director Alvin B. Krongard Management For For
1.8 Elect Director Suzanne E. McBride Management For For
1.9 Elect Director Eric T. Olson Management For For
1.10 Elect Director Steven B. Pfeiffer Management For For
1.11 Elect Director Parker W. Rush Management For For
1.12 Elect Director Henrik O. Schliemann Management For For
1.13 Elect Director Barry J. West 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
 
LIBERTY GLOBAL PLC
MEETING DATE:  JUN 16, 2021
TICKER:  LBTYA       SECURITY ID:  G5480U104
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1 Elect Director Michael T. Fries Management For Against
2 Elect Director Paul A. Gould Management For Against
3 Elect Director John C. Malone Management For Against
4 Elect Director Larry E. Romrell Management For Against
5 Approve Remuneration Report Management For Against
6 Ratify KPMG LLP (U.S.) as Auditors Management For For
7 Ratify KPMG LLP (U.K.) as Auditors Management For For
8 Authorise Board to Fix Remuneration of Auditors Management For For
9 Authorise Issue of Equity without Pre-emptive Rights Management For For
10 Authorise UK Political Donations and Expenditure Management For For
11 Authorise Market Purchase of Ordinary Shares Management For For
 
LIVEPERSON, INC.
MEETING DATE:  MAY 26, 2021
TICKER:  LPSN       SECURITY ID:  538146101
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Kevin C. Lavan Management For For
1b Elect Director Robert P. LoCascio 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
4 Amend Omnibus Stock Plan Management For For
 
LYFT, INC.
MEETING DATE:  JUN 17, 2021
TICKER:  LYFT       SECURITY ID:  55087P104
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director John Zimmer Management For For
1.2 Elect Director Valerie Jarrett Management For For
1.3 Elect Director David Lawee 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 Lobbying Payments and Policy Shareholder Against For
 
MARVELL TECHNOLOGY GROUP LTD.
MEETING DATE:  JUL 23, 2020
TICKER:  MRVL       SECURITY ID:  G5876H105
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1A Elect Director Tudor Brown Management For For
1B Elect Director Brad Buss Management For For
1C Elect Director Edward Frank Management For For
1D Elect Director Richard S. Hill Management For For
1E Elect Director Bethany Mayer Management For For
1F Elect Director Matthew J. Murphy Management For For
1G Elect Director Michael Strachan Management For For
1H Elect Director Robert E. Switz 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
 
MARVELL TECHNOLOGY GROUP LTD.
MEETING DATE:  APR 15, 2021
TICKER:  MRVL       SECURITY ID:  G5876H105
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1 Reduce Supermajority Vote Requirement to Approve Merger Management For For
2 Approve Merger Agreement Management For For
3 Adjourn Meeting Management For For
 
MASMOVIL IBERCOM SA
MEETING DATE:  JUL 08, 2020
TICKER:  MAS       SECURITY ID:  E7386C164
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1 Approve Standalone Financial Statements Management For For
2 Approve Consolidated Financial Statements Management For For
3 Approve Non-Financial Information Statement Management For For
4 Approve Allocation of Income Management For For
5 Approve Discharge of Board Management For For
6 Renew Appointment of KPMG Auditores as Auditor Management For For
7.1 Reelect John Carl Hahn as Director Management For Against
7.2 Reelect Borja Fernandez Espejel as Director Management For For
7.3 Reelect Pilar Zulueta de Oya as Director Management For For
7.4 Ratify Appointment of and Elect Cristina Aldamiz-Echevarria Gonzalez de Durana as Director Management For For
8 Approve Share Appreciation Rights Plan Management For For
9 Amend Remuneration Policy for FY 2018-2020 Management For Against
10 Approve Remuneration Policy for FY 2021-2023 Management For Against
11 Advisory Vote on Remuneration Report Management For Against
12.1 Amend Article 22 Re: Meetings' Attendance Management For For
12.2 Amend Article 23 Re: Representation Management For For
13 Amend Article 12 bis Re: Attendance to General Meetings through Real-Time Remote Means Management For For
14 Authorize Increase in Capital up to 20 Percent via Issuance of Equity or Equity-Linked Securities without Preemptive Rights Management For For
15 Authorize Company to Call EGM with 15 Days' Notice Management For For
16 Ratify Pledge Granted Over the Shares of Masmovil Phone & Internet SAU and Approval of the Waiver of Self-Contracting, Multiple Representation and Conflict of Interests Management For For
17 Authorize Board to Ratify and Execute Approved Resolutions Management For For
 
MILLICOM INTERNATIONAL CELLULAR SA
MEETING DATE:  MAY 04, 2021
TICKER:  TIGO       SECURITY ID:  L6388F110
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1 Appoint Alexander Koch as Chairman of Meeting and Empower Chairman to Appoint Other Members of Bureau Management For For
2 Receive Board's and Auditor's Reports Management For For
3 Approve Consolidated Financial Statements and Statutory Reports Management For For
4 Approve Allocation of Income Management For For
5 Approve Discharge of Directors Management For For
6 Fix Number of Directors at Nine Management For For
7 Reelect Jose Antonio Rios Garcia as Director Management For For
8 Reelect Pernille Erenbjerg as Director Management For For
9 Reelect Odilon Almeida as Director Management For For
10 Reelect Mauricio Ramos as Director Management For For
11 Reelect James Thompson as Director Management For For
12 Reelect Mercedes Johnson as Director Management For For
13 Elect Sonia Dula as Director Management For For
14 Elect Lars-Johan Jarnheimer as Director Management For For
15 Elect Bruce Churchill as Director Management For For
16 Reelect Jose Antonio Rios Garcia as Board Chairman Management For For
17 Approve Remuneration of Directors Management For For
18 Renew Appointment of Ernst & Young S.A. as Auditor and Authorize Board to Fix Their Remuneration Management For For
19 Approve Procedure on Appointment of Nomination Committee and Determination of Assignment of Nomination Committee Management For For
20 Approve Share Repurchase Plan Management For For
21 Approve Remuneration Report Management For For
22 Approve Senior Management Remuneration Policy Management For For
23 Approve Share-Based Incentive Plans Management For For
 
MOTOROLA SOLUTIONS, INC.
MEETING DATE:  MAY 18, 2021
TICKER:  MSI       SECURITY ID:  620076307
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Gregory Q. Brown Management For For
1b Elect Director Kenneth D. Denman Management For For
1c Elect Director Egon P. Durban Management For For
1d Elect Director Clayton M. Jones Management For For
1e Elect Director Judy C. Lewent Management For For
1f Elect Director Gregory K. Mondre Management For For
1g Elect Director Joseph M. Tucci Management For For
2 Ratify PricewaterhouseCoopers LLP as Auditor Management For For
3 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
 
NOKIA OYJ
MEETING DATE:  APR 08, 2021
TICKER:  NOKIA       SECURITY ID:  654902204
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1 Open Meeting Management None None
2 Call the Meeting to Order Management None None
3 Designate Inspector or Shareholder Representative(s) of Minutes of Meeting Management None None
4 Acknowledge Proper Convening of Meeting Management None None
5 Prepare and Approve List of Shareholders Management None None
6 Receive Financial Statements and Statutory Reports Management None None
7 Accept Financial Statements and Statutory Reports Management For For
8 Approve Treatment of Net Loss Management For For
9 Approve Discharge of Board and President Management For For
10 Approve Remuneration Report (Advisory Vote) Management For For
11 Approve Remuneration of Directors in the Amount of EUR 440,000 to Chair, EUR 185,000 to Vice Chair and EUR 160,000 to Other Directors; Approve Remuneration for Committee Work; Approve Meeting Fees Management For For
12 Fix Number of Directors at Eight Management For For
13.1 Reelect Sari Baldauf as Director Management For For
13.2 Reelect Bruce Brown as Director Management For For
13.3 Reelect Thomas Dannenfeldt as Director Management For For
13.4 Reelect Jeanette Horan as Director Management For For
13.5 Reelect Edward Kozel as Director Management For For
13.6 Reelect Soren Skou as Director Management For For
13.7 Reelect Carla Smits-Nusteling as Director Management For For
13.8 Reelect Kari Stadigh as Director Management For For
14 Approve Remuneration of Auditors Management For For
15 Ratify Deloitte as Auditors Management For For
16 Authorize Share Repurchase Program Management For For
17 Approve Issuance of up to 550 Million Shares without Preemptive Rights Management For For
18 Close Meeting Management None None
 
NXP SEMICONDUCTORS N.V.
MEETING DATE:  MAY 26, 2021
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 Peter Bonfield as Non-Executive Director Management For For
3c Elect Annette Clayton as Non-Executive Director Management For For
3d Elect Anthony Foxx as Non-Executive Director Management For For
3e Reelect Kenneth A. Goldman as Non-Executive Director Management For For
3f Reelect Josef Kaeser as Non-Executive Director Management For For
3g Reelect Lena Olving as Non-Executive Director Management For For
3h Reelect Peter Smitham as Non-Executive Director Management For For
3i Reelect Julie Southern as Non-Executive Director Management For For
3j Reelect Jasmin Staiblin as Non-Executive Director Management For For
3k Reelect Gregory L. Summe as Non-Executive Director Management For For
3l Reelect Karl-Henrik Sundstrom 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 Approve Remuneration of the Non Executive Members of the Board Management For For
9 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
 
ORANGE SA
MEETING DATE:  MAY 18, 2021
TICKER:  ORA       SECURITY ID:  684060106
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 0.90 per Share Management For For
4 Approve Auditors' Special Report on Related-Party Transactions Mentioning the Absence of New Transactions Management For For
5 Reelect Bpifrance Participations as Director Management For For
6 Renew Appointment of KPMG as Auditor Management For For
7 Renew Appointment of Salustro Reydel as Alternate Auditor Management For For
8 Appoint Deloitte as Auditor Management For For
9 Appoint Beas as Alternate Auditor Management For For
10 Ratify Change Location of Registered Office to 111 Quai du President Roosevelt, 92130 Issy-les-Moulineaux Management For For
11 Approve Compensation Report Management For For
12 Approve Compensation of Stephane Richard, Chairman and CEO Management For For
13 Approve Compensation of Ramon Fernandez, Vice-CEO Management For For
14 Approve Compensation of Gervais Pellissier, Vice-CEO Management For For
15 Approve Remuneration Policy of the Chairman and CEO Management For For
16 Approve Remuneration Policy of Vice-CEOs Management For For
17 Approve Remuneration Policy of Directors Management For For
18 Authorize Repurchase of Up to 10 Percent of Issued Share Capital Management For For
19 Authorize Issuance of Equity or Equity-Linked Securities with Preemptive Rights up to Aggregate Nominal Amount of EUR 2 Billion Management For For
20 Allow Board to Use Delegations under Item 19 Above in the Event of a Public Tender Offer Management For Against
21 Authorize Issuance of Equity or Equity-Linked Securities without Preemptive Rights up to Aggregate Nominal Amount of EUR 1 Billion Management For For
22 Allow Board to Use Delegations under Item 21 Above in the Event of a Public Tender Offer Management For Against
23 Approve Issuance of Equity or Equity-Linked Securities for up to 20 Percent of Issued Capital Per Year for Private Placements, up to Aggregate Nominal Amount of EUR 1 Billion Management For For
24 Allow Board to Use Delegations under Item 23 Above in the Event of a Public Tender Offer Management For Against
25 Authorize Board to Increase Capital in the Event of Additional Demand Related to Delegation Submitted to Shareholder Vote Under Items 19-24 Management For Against
26 Authorize Capital Increase of Up to EUR 1 Billion for Future Exchange Offers Management For For
27 Allow Board to Use Delegations under Item 26 Above in the Event of a Public Tender Offer Management For Against
28 Authorize Capital Increase of up to 10 Percent of Issued Capital for Contributions in Kind Management For For
29 Allow Board to Use Delegations under Item 28 Above in the Event of a Public Tender Offer Management For Against
30 Set Total Limit for Capital Increase to Result from All Issuance Requests at EUR 3 Billion Management For For
31 Authorize up to 0.07 Percent of Issued Capital for Use in Restricted Stock Plans Under Performance Conditions Reserved for Some Employees and Executive Corporate Officers Management For For
32 Authorize Capital Issuances for Use in Employee Stock Purchase Plans Management For For
33 Authorize Capitalization of Reserves of Up to EUR 2 Billion for Bonus Issue or Increase in Par Value Management For For
34 Authorize Decrease in Share Capital via Cancellation of Repurchased Shares Management For For
35 Authorize Filing of Required Documents/Other Formalities Management For For
A Amending Item 31 of Current Meeting to Align the Allocation of Free Shares to the Group Employees with that of LTIP Incentives for Executives Shareholder Against Against
B Amend Article 13 of Bylaws Re: Plurality of Directorships Shareholder Against Against
 
QUALCOMM INCORPORATED
MEETING DATE:  MAR 10, 2021
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 Mark Fields Management For For
1c Elect Director Jeffrey W. Henderson Management For For
1d Elect Director Gregory N. Johnson Management For For
1e Elect Director Ann M. Livermore Management For For
1f Elect Director Harish Manwani Management For For
1g Elect Director Mark D. McLaughlin Management For For
1h Elect Director Jamie S. Miller Management For For
1i Elect Director Steve Mollenkopf Management For For
1j Elect Director Clark T. "Sandy" Randt, Jr. Management For For
1k Elect Director Irene B. Rosenfeld Management For For
1l Elect Director Kornelis "Neil" Smit Management For For
1m Elect Director Jean-Pascal Tricoire Management For For
1n Elect Director Anthony J. Vinciquerra Management For For
2 Ratify PricewaterhouseCoopers LLP as Auditors Management For For
3 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
 
RELIANCE INDUSTRIES LTD.
MEETING DATE:  JUL 15, 2020
TICKER:  500325       SECURITY ID:  Y72570180
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.a Accept Financial Statements and Statutory Reports Management For For
1.b Accept Consolidated Financial Statements and Statutory Reports Management For For
2 Approve Dividends Management For For
3 Reelect Hital R. Meswani as Director Management For Against
4 Reelect P.M.S. Prasad as Director Management For Against
5 Approve Reappointment and Remuneration of Hital R. Meswani as a Whole-time Director Management For For
6 Elect K. V. Chowdary as Director Management For Against
7 Approve Remuneration of Cost Auditors Management For For
 
RELIANCE INDUSTRIES LTD.
MEETING DATE:  JUL 15, 2020
TICKER:  500325       SECURITY ID:  Y72596102
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.a Accept Financial Statements and Statutory Reports Management For For
1.b Accept Consolidated Financial Statements and Statutory Reports Management For For
2 Approve Dividends Management For For
3 Reelect Hital R. Meswani as Director Management For Against
4 Reelect P.M.S. Prasad as Director Management For Against
5 Approve Reappointment and Remuneration of Hital R. Meswani as a Whole-time Director Management For For
6 Elect K. V. Chowdary as Director Management For Against
7 Approve Remuneration of Cost Auditors Management For For
 
RELIANCE INDUSTRIES LTD.
MEETING DATE:  MAR 31, 2021
TICKER:  500325       SECURITY ID:  Y72596102
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1 Approve Scheme of Arrangement Management For For
 
RELIANCE INDUSTRIES LTD.
MEETING DATE:  JUN 24, 2021
TICKER:  500325       SECURITY ID:  Y72596102
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Accept 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 Elect Nikhil R. Meswani as Director Management For Against
4 Elect Pawan Kumar Kapil as Director Management For Against
5 Reelect Shumeet Banerji as Director Management For For
6 Approve Remuneration of Cost Auditors Management For For
 
RINGCENTRAL, INC.
MEETING DATE:  JUN 04, 2021
TICKER:  RNG       SECURITY ID:  76680R206
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Vladimir Shmunis Management For For
1.2 Elect Director Kenneth Goldman Management For For
1.3 Elect Director Michelle McKenna Management For For
1.4 Elect Director Robert Theis Management For For
1.5 Elect Director Allan Thygesen Management For For
1.6 Elect Director Neil Williams Management For For
1.7 Elect Director Mignon Clyburn Management For For
1.8 Elect Director Arne Duncan Management For For
2 Ratify KPMG LLP as Auditors Management For For
3 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
 
SAMSUNG ELECTRONICS CO., LTD.
MEETING DATE:  MAR 17, 2021
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
2.1.1 Elect Park Byung-gook as Outside Director Management For For
2.1.2 Elect Kim Jeong as Outside Director Management For For
2.2.1 Elect Kim Kinam as Inside Director Management For For
2.2.2 Elect Kim Hyun-suk as Inside Director Management For For
2.2.3 Elect Koh Dong-jin as Inside Director Management For For
3 Elect Kim Sun-uk as Outside Director to Serve as an Audit Committee Member Management For For
4 Approve Total Remuneration of Inside Directors and Outside Directors Management For For
 
SBA COMMUNICATIONS CORPORATION
MEETING DATE:  MAY 13, 2021
TICKER:  SBAC       SECURITY ID:  78410G104
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Mary S. Chan Management For For
1.2 Elect Director George R. Krouse, 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
 
SHENANDOAH TELECOMMUNICATIONS COMPANY
MEETING DATE:  APR 20, 2021
TICKER:  SHEN       SECURITY ID:  82312B106
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Thomas A. Beckett Management For For
1b Elect Director Richard L. Koontz, Jr. Management For For
1c Elect Director Leigh Ann Schultz Management For For
2 Ratify KPMG LLP as Auditors Management For For
3 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
 
SPOK HOLDINGS, INC.
MEETING DATE:  JUL 28, 2020
TICKER:  SPOK       SECURITY ID:  84863T106
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director N. Blair Butterfield Management For For
1b Elect Director Bobbie Byrne Management For For
1c Elect Director Christine M. Cournoyer Management For For
1d Elect Director Stacia A. Hylton Management For For
1e Elect Director Vincent D. Kelly Management For For
1f Elect Director Brian O'Reilly Management For For
1g Elect Director Matthew Oristano Management For For
1h Elect Director Brett Shockley Management For For
1i Elect Director Todd Stein Management For For
1j Elect Director Royce Yudkoff 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 Establish Term Limits for Directors Shareholder Against Against
 
SPOTIFY TECHNOLOGY SA
MEETING DATE:  APR 21, 2021
TICKER:  SPOT       SECURITY ID:  L8681T102
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1 Approve Consolidated Financial Statements and Statutory Reports Management For For
2 Approve Allocation of Income Management For For
3 Approve Discharge of Directors Management For For
4a Elect Daniel Ek as A Director Management For For
4b Elect Martin Lorentzon as A Director Management For For
4c Elect Shishir Samir Mehrotra as A Director Management For For
4d Elect Christopher Marshall as B Director Management For For
4e Elect Barry McCarthy as B Director Management For For
4f Elect Heidi O'Neill as B Director Management For For
4g Elect Ted Sarandos as B Director Management For For
4h Elect Thomas Owen Staggs as B Director Management For For
4i Elect Cristina Mayville Stenbeck as B Director Management For For
4j Elect Mona Sutphen as B Director Management For For
4k Elect Padmasree Warrior as B Director Management For For
5 Appoint Ernst & Young S.A. as Auditor Management For For
6 Approve Remuneration of Directors Management For For
7 Approve Share Repurchase Management For For
8 Authorize Guy Harles and Alexandre Gobert to Execute and Deliver, and with Full Power of Substitution, Any Documents Necessary or Useful in Connection with the Annual Filing and Registration Required by the Luxembourg Laws Management For For
 
SYNAPTICS INCORPORATED
MEETING DATE:  OCT 27, 2020
TICKER:  SYNA       SECURITY ID:  87157D109
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Nelson C. Chan Management For For
1b Elect Director Susan J. Hardman 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
 
T-MOBILE US, INC.
MEETING DATE:  JUN 03, 2021
TICKER:  TMUS       SECURITY ID:  872590104
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Marcelo Claure Management For For
1.2 Elect Director Srikant M. Datar Management For For
1.3 Elect Director Bavan M. Holloway Management For For
1.4 Elect Director Timotheus Hottges Management For For
1.5 Elect Director Christian P. Illek Management For For
1.6 Elect Director Raphael Kubler Management For For
1.7 Elect Director Thorsten Langheim Management For For
1.8 Elect Director Dominique Leroy Management For For
1.9 Elect Director G. Michael (Mike) Sievert Management For For
1.10 Elect Director Teresa A. Taylor Management For For
1.11 Elect Director Omar Tazi Management For For
1.12 Elect Director Kelvin R. Westbrook Management For For
1.13 Elect Director Michael Wilkens Management For For
2 Ratify PricewaterhouseCoopers LLP as Auditors Management For For
 
TELEFONAKTIEBOLAGET LM ERICSSON
MEETING DATE:  MAR 30, 2021
TICKER:  ERIC.B       SECURITY ID:  W26049119
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1 Elect Chairman of Meeting Management For Did Not Vote
2 Designate Inspector(s) of Minutes 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 Acknowledge Proper Convening of Meeting Management For Did Not Vote
6 Receive Financial Statements and Statutory Reports Management None None
7.1 Accept Financial Statements and Statutory Reports Management For Did Not Vote
7.2 Approve Remuneration Report Management For Did Not Vote
7.3a Approve Discharge of Board Chairman Ronnie Leten Management For Did Not Vote
7.3b Approve Discharge of Board Member Helena Stjernholm Management For Did Not Vote
7.3c Approve Discharge of Board Member Jacob Wallenberg Management For Did Not Vote
7.3d Approve Discharge of Board Member Jon Fredrik Baksaas Management For Did Not Vote
7.3e Approve Discharge of Board Member Jan Carlson Management For Did Not Vote
7.3f Approve Discharge of Board Member Nora Denzel Management For Did Not Vote
7.3g Approve Discharge of Board Member Borje Ekholm Management For Did Not Vote
7.3h Approve Discharge of Board Member Eric A. Elzvik Management For Did Not Vote
7.3i Approve Discharge of Board Member Kurt Jofs Management For Did Not Vote
7.3j Approve Discharge of Board Member Kristin S. Rinne Management For Did Not Vote
7.3k Approve Discharge of Employee Representative Torbjorn Nyman Management For Did Not Vote
7.3l Approve Discharge of Employee Representative Kjell-Ake Soting Management For Did Not Vote
7.3m Approve Discharge of Employee Representative Roger Svensson Management For Did Not Vote
7.3n Approve Discharge of Deputy Employee Representative Per Holmberg Management For Did Not Vote
7.3o Approve Discharge of Deputy Employee Representative Anders Ripa Management For Did Not Vote
7.3p Approve Discharge of Deputy Employee Representative Loredana Roslund Management For Did Not Vote
7.3q Approve Discharge of President Borje Ekholm Management For Did Not Vote
7.4 Approve Allocation of Income and Dividends of SEK 2 Per Share Management For Did Not Vote
8 Determine Number of Directors (10) and Deputy Directors (0) of Board Management For Did Not Vote
9 Approve Remuneration of Directors in the Amount of SEK 4.2 Million for Chairman and SEK 1.06 Million for Other Directors, Approve Remuneration for Committee Work Management For Did Not Vote
10.1 Reelect Jon Fredrik Baksaas as Director Management For Did Not Vote
10.2 Reelect Jan Carlson as Director Management For Did Not Vote
10.3 Reelect Nora Denzel as Director Management For Did Not Vote
10.4 Reelect Borje Ekholm as Director Management For Did Not Vote
10.5 Reelect Eric A. Elzvik as Director Management For Did Not Vote
10.6 Reelect Kurt Jofs as Director Management For Did Not Vote
10.7 Reelect Ronnie Leten as Director Management For Did Not Vote
10.8 Reelect Kristin S. Rinne as Director Management For Did Not Vote
10.9 Reelect Helena Stjernholm as Director Management For Did Not Vote
10.10 Reelect Jacob Wallenberg as Director Management For Did Not Vote
11 Reelect Ronnie Leten as Board Chair Management For Did Not Vote
12 Determine Number of Auditors (1) and Deputy Auditors (0) Management For Did Not Vote
13 Approve Remuneration of Auditors Management For Did Not Vote
14 Ratify Deloitte as Auditors Management For Did Not Vote
15 Amend Articles Re: Editorial Changes; Collecting of Proxies and Postal Voting; Participation at General Meetings Management For Did Not Vote
16.1 Approve Long-Term Variable Compensation Program 2021 (LTV 2021) Management For Did Not Vote
16.2 Approve Equity Plan Financing of LTV 2021 Management For Did Not Vote
16.3 Approve Alternative Equity Plan Financing of LTV 2021, if Item 16.2 is Not Approved Management For Did Not Vote
17 Approve Equity Plan Financing of LTV 2020 Management For Did Not Vote
18 Approve Equity Plan Financing of LTV 2018 and 2019 Management For Did Not Vote
 
TELEFONAKTIEBOLAGET LM ERICSSON
MEETING DATE:  MAR 30, 2021
TICKER:  ERIC.B       SECURITY ID:  294821608
Proposal No Proposal Proposed By Management Recommendation Vote Cast
A Indicate FOR if you are both the Record Holder and Beneficial Owner of the ADS or AGAINST if you are the Record Holder of such ADS Acting on Behalf of the Beneficial Owner Management None Did Not Vote
1 Elect Chairman of Meeting Management For Did Not Vote
2 Designate Inspector(s) of Minutes 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 Acknowledge Proper Convening of Meeting Management For Did Not Vote
6 Receive Financial Statements and Statutory Reports Management None None
7.1 Accept Financial Statements and Statutory Reports Management For Did Not Vote
7.2 Approve Remuneration Report Management For Did Not Vote
7.3a Approve Discharge of Board Chairman Ronnie Leten Management For Did Not Vote
7.3b Approve Discharge of Board Member Helena Stjernholm Management For Did Not Vote
7.3c Approve Discharge of Board Member Jacob Wallenberg Management For Did Not Vote
7.3d Approve Discharge of Board Member Jon Fredrik Baksaas Management For Did Not Vote
7.3e Approve Discharge of Board Member Jan Carlson Management For Did Not Vote
7.3f Approve Discharge of Board Member Nora Denzel Management For Did Not Vote
7.3g Approve Discharge of Board Member Borje Ekholm Management For Did Not Vote
7.3h Approve Discharge of Board Member Eric A. Elzvik Management For Did Not Vote
7.3i Approve Discharge of Board Member Kurt Jofs Management For Did Not Vote
7.3j Approve Discharge of Board Member Kristin S. Rinne Management For Did Not Vote
7.3k Approve Discharge of Employee Representative Torbjorn Nyman Management For Did Not Vote
7.3l Approve Discharge of Employee Representative Kjell-Ake Soting Management For Did Not Vote
7.3m Approve Discharge of Employee Representative Roger Svensson Management For Did Not Vote
7.3n Approve Discharge of Deputy Employee Representative Per Holmberg Management For Did Not Vote
7.3o Approve Discharge of Deputy Employee Representative Anders Ripa Management For Did Not Vote
7.3p Approve Discharge of Deputy Employee Representative Loredana Roslund Management For Did Not Vote
7.3q Approve Discharge of President Borje Ekholm Management For Did Not Vote
7.4 Approve Allocation of Income and Dividends of SEK 2 Per Share Management For Did Not Vote
8 Determine Number of Directors (10) and Deputy Directors (0) of Board Management For Did Not Vote
9 Approve Remuneration of Directors in the Amount of SEK 4.2 Million for Chairman and SEK 1.06 Million for Other Directors, Approve Remuneration for Committee Work Management For Did Not Vote
10.1 Reelect Jon Fredrik Baksaas as Director Management For Did Not Vote
10.2 Reelect Jan Carlson as Director Management For Did Not Vote
10.3 Reelect Nora Denzel as Director Management For Did Not Vote
10.4 Reelect Borje Ekholm as Director Management For Did Not Vote
10.5 Reelect Eric A. Elzvik as Director Management For Did Not Vote
10.6 Reelect Kurt Jofs as Director Management For Did Not Vote
10.7 Reelect Ronnie Leten as Director Management For Did Not Vote
10.8 Reelect Kristin S. Rinne as Director Management For Did Not Vote
10.9 Reelect Helena Stjernholm as Director Management For Did Not Vote
10.10 Reelect Jacob Wallenberg as Director Management For Did Not Vote
11 Reelect Ronnie Leten as Board Chair Management For Did Not Vote
12 Determine Number of Auditors (1) and Deputy Auditors (0) Management For Did Not Vote
13 Approve Remuneration of Auditors Management For Did Not Vote
14 Ratify Deloitte as Auditors Management For Did Not Vote
15 Amend Articles Re: Editorial Changes; Collecting of Proxies and Postal Voting; Participation at General Meetings Management For Did Not Vote
16.1 Approve Long-Term Variable Compensation Program 2021 (LTV 2021) Management For Did Not Vote
16.2 Approve Equity Plan Financing of LTV 2021 Management For Did Not Vote
16.3 Approve Alternative Equity Plan Financing of LTV 2021, if Item 16.2 is Not Approved Management For Did Not Vote
17 Approve Equity Plan Financing of LTV 2020 Management For Did Not Vote
18 Approve Equity Plan Financing of LTV 2018 and 2019 Management For Did Not Vote
 
TELEFONICA SA
MEETING DATE:  APR 22, 2021
TICKER:  TEF       SECURITY ID:  879382208
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Approve Consolidated and Standalone Financial Statements Management For For
1.2 Approve Non-Financial Information Statement Management For For
1.3 Approve Discharge of Board Management For For
2 Approve Treatment of Net Loss Management For For
3 Renew Appointment of PricewaterhouseCoopers as Auditor Management For For
4.1 Reelect Jose Maria Alvarez-Pallete Lopez as Director Management For For
4.2 Reelect Carmen Garcia de Andres as Director Management For For
4.3 Reelect Ignacio Moreno Martinez as Director Management For For
4.4 Reelect Francisco Jose Riberas Mera as Director Management For For
5 Approve Reduction in Share Capital via Amortization of Treasury Shares Management For For
6.1 Approve Scrip Dividends Management For For
6.2 Approve Scrip Dividends Management For For
7.1 Amend Articles Re: Allow Shareholder Meetings to be Held in Virtual-Only Format Management For For
7.2 Amend Articles Re: Possibility of Granting Proxies and Casting Votes Prior to the Meeting by Telephone Management For For
8.1 Amend Articles of General Meeting Regulations Re: Allow Shareholder Meetings to be Held in Virtual-Only Format Management For For
8.2 Amend Articles of General Meeting Regulations Re: Possibility of Granting Proxies and Casting Votes Prior to the Meeting by Telephone Management For For
9 Approve Remuneration Policy Management For For
10 Approve Restricted Stock Plan Management For For
11 Authorize Board to Ratify and Execute Approved Resolutions Management For For
12 Advisory Vote on Remuneration Report Management For For
 
VERIZON COMMUNICATIONS INC.
MEETING DATE:  MAY 13, 2021
TICKER:  VZ       SECURITY ID:  92343V104
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Shellye L. Archambeau Management For For
1b Elect Director Roxanne S. Austin Management For For
1c Elect Director Mark T. Bertolini Management For For
1d Elect Director Melanie L. Healey Management For For
1e Elect Director Clarence Otis, Jr. Management For For
1f Elect Director Daniel H. Schulman Management For For
1g Elect Director Rodney E. Slater Management For For
1h Elect Director Hans E. Vestberg Management For For
1i Elect Director Gregory G. 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 Lower Ownership Threshold for Action by Written Consent Shareholder Against Against
5 Amend Senior Executive Compensation Clawback Policy Shareholder Against Against
6 Submit Severance Agreement (Change-in-Control) to Shareholder Vote Shareholder Against Against
 
VIASAT, INC.
MEETING DATE:  SEP 03, 2020
TICKER:  VSAT       SECURITY ID:  92552V100
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Mark Dankberg Management For For
1b Elect Director Varsha Rao 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
 
VODAFONE GROUP PLC
MEETING DATE:  JUL 28, 2020
TICKER:  VOD       SECURITY ID:  92857W308
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1 Accept Financial Statements and Statutory Reports Management For For
2 Elect Jean-Francois van Boxmeer as Director Management For For
3 Re-elect Gerard Kleisterlee as Director Management For For
4 Re-elect Nick Read as Director Management For For
5 Re-elect Margherita Della Valle as Director Management For For
6 Re-elect Sir Crispin Davis as Director Management For For
7 Re-elect Michel Demare as Director Management For For
8 Re-elect Dame Clara Furse as Director Management For For
9 Re-elect Valerie Gooding as Director Management For For
10 Re-elect Renee James as Director Management For For
11 Re-elect Maria Amparo Moraleda Martinez as Director Management For For
12 Re-elect Sanjiv Ahuja as Director Management For For
13 Re-elect David Thodey as Director Management For For
14 Re-elect David Nish as Director Management For For
15 Approve Final Dividend Management For For
16 Approve Remuneration Policy Management For For
17 Approve Remuneration Report Management For For
18 Reappoint Ernst & Young LLP as Auditors Management For For
19 Authorise the Audit and Risk Committee to Fix Remuneration of Auditors Management For For
20 Authorise Issue of Equity Management For For
21 Authorise Issue of Equity without Pre-emptive Rights Management For For
22 Authorise Issue of Equity without Pre-emptive Rights in Connection with an Acquisition or Other Capital Investment Management For For
23 Authorise Market Purchase of Ordinary Shares Management For For
24 Authorise EU Political Donations and Expenditure Management For For
25 Authorise the Company to Call General Meeting with Two Weeks' Notice Management For For
26 Approve Share Incentive Plan Management For For
 
ZOOM VIDEO COMMUNICATIONS, INC.
MEETING DATE:  JUN 17, 2021
TICKER:  ZM       SECURITY ID:  98980L101
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Jonathan Chadwick Management For For
1.2 Elect Director Kimberly L. Hammonds Management For For
1.3 Elect Director Dan Scheinman 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
 
ZYNGA INC.
MEETING DATE:  MAY 17, 2021
TICKER:  ZNGA       SECURITY ID:  98986T108
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Mark Pincus Management For For
1b Elect Director Frank Gibeau Management For For
1c Elect Director Regina E. Dugan Management For For
1d Elect Director William "Bing" Gordon Management For For
1e Elect Director Louis J. Lavigne, Jr. Management For For
1f Elect Director Carol G. Mills Management For For
1g Elect Director Janice M. Roberts Management For For
1h Elect Director Ellen F. Siminoff Management For For
1i Elect Director Noel B. Watson, Jr. Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For Against
3 Ratify Ernst & Young LLP as Auditors Management For For
4 Reduce Ownership Threshold for Shareholders to Call Special Meeting Shareholder Against Against

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