0000728889-15-001200.txt : 20150826 0000728889-15-001200.hdr.sgml : 20150826 20150826151751 ACCESSION NUMBER: 0000728889-15-001200 CONFORMED SUBMISSION TYPE: N-PX PUBLIC DOCUMENT COUNT: 1 CONFORMED PERIOD OF REPORT: 20150630 FILED AS OF DATE: 20150826 DATE AS OF CHANGE: 20150826 EFFECTIVENESS DATE: 20150826 FILER: COMPANY DATA: COMPANY CONFORMED NAME: OPPENHEIMER SERIES FUND CENTRAL INDEX KEY: 0000356865 IRS NUMBER: 061207374 STATE OF INCORPORATION: DE FISCAL YEAR END: 1031 FILING VALUES: FORM TYPE: N-PX SEC ACT: 1940 Act SEC FILE NUMBER: 811-03346 FILM NUMBER: 151075839 BUSINESS ADDRESS: STREET 1: 6803 SOUTH TUCSON WAY STREET 2: N/A CITY: CENTENNIAL STATE: CO ZIP: 80112-3924 BUSINESS PHONE: 303-768-3200 MAIL ADDRESS: STREET 1: 6803 SOUTH TUCSON WAY STREET 2: N/A CITY: CENTENNIAL STATE: CO ZIP: 80112-3924 FORMER COMPANY: FORMER CONFORMED NAME: OPPENHEIMER SERIES FUND INC DATE OF NAME CHANGE: 19960909 FORMER COMPANY: FORMER CONFORMED NAME: CONNECTICUT MUTUAL INVESTMENT ACCOUNTS INC DATE OF NAME CHANGE: 19920703 FORMER COMPANY: FORMER CONFORMED NAME: CONNECTICUT MUTUAL LIQUID ACCOUNT INC DATE OF NAME CHANGE: 19851106 0000356865 S000007309 Oppenheimer Value Fund C000020080 A C000020081 B C000020082 C C000020083 R C000033091 Y C000110989 I N-PX 1 seriesfundnpx2015.htm OPPENHEIMER SERIES FUND

UNITED STATES

SECURITIES AND EXCHANGE COMMISSION

Washington, DC 20549

 

FORM N-PX

 

ANNUAL REPORT OF PROXY VOTING RECORD OF REGISTERED

MANAGEMENT INVESTMENT COMPANY

 

 

Investment Company Act file number: 811-03346
   
Exact name of registrant as specified in charter: Oppenheimer Series Fund on behalf of Oppenheimer Value Fund
   
Address of principal executive offices: 6803 South Tucson Way
  Centennial, CO 80112-3924
   
Name and address of agent for service: Arthur S. Gabinet,
  Executive Vice President & General Counsel
  OFI Global Asset Management, Inc.
  225 Liberty Street
  New York, NY 10281-1008
   
Registrant's telephone number, including area code: 303-768-3200
   
Date of fiscal year end: 10/31
   
Date of reporting period: 07/01/2014-06/30/2015

 

Item 1.

 

 

 

FORM N-PX



ICA File Number:  811-03346

Registrant Name:  Oppenheimer Series Fund

Reporting Period:  07/01/2014 - 06/30/2015


Oppenheimer Value Fund

 
ALLY FINANCIAL INC.
Meeting Date:  MAY 28, 2015
Record Date:  APR 02, 2015
Meeting Type:  ANNUAL
Ticker:  ALLY
Security ID:  02005N100
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Franklin W. Hobbs Management For For
1.2 Elect Director Robert T. Blakely Management For Withhold
1.3 Elect Director Mayree C. Clark Management For Withhold
1.4 Elect Director Stephen A. Feinberg Management For For
1.5 Elect Director Kim S. Fennebresque Management For For
1.6 Elect Director Marjorie Magner Management For For
1.7 Elect Director Mathew Pendo Management For Withhold
1.8 Elect Director John J. Stack Management For Withhold
1.9 Elect Director Jeffrey J. Brown Management For For
1.10 Elect Director Kenneth J. Bacon Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Advisory Vote on Say on Pay Frequency Management One Year One Year
4 Ratify Deloitte & Touche LLP as Auditors Management For For
5 Amend Tax Asset Protection Plan Management For For
 
AMERICAN INTERNATIONAL GROUP, INC.
Meeting Date:  MAY 13, 2015
Record Date:  MAR 18, 2015
Meeting Type:  ANNUAL
Ticker:  AIG
Security ID:  026874784
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director W. Don Cornwell Management For For
1b Elect Director Peter R. Fisher Management For For
1c Elect Director John H. Fitzpatrick Management For For
1d Elect Director Peter D. Hancock Management For For
1e Elect Director William G. Jurgensen Management For For
1f Elect Director Christopher S. Lynch Management For For
1g Elect Director George L. Miles, Jr. Management For For
1h Elect Director Henry S. Miller Management For For
1i Elect Director Robert S. Miller Management For For
1j Elect Director Suzanne Nora Johnson Management For For
1k Elect Director Ronald A. Rittenmeyer Management For For
1l Elect Director Douglas M. Steenland Management For For
1m Elect Director Theresa M. Stone 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 14, 2015
Record Date:  MAR 16, 2015
Meeting Type:  ANNUAL
Ticker:  AMGN
Security ID:  031162100
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director David Baltimore Management For For
1.2 Elect Director Frank J. Biondi, Jr. Management For For
1.3 Elect Director Robert A. Bradway Management For For
1.4 Elect Director Francois de Carbonnel Management For For
1.5 Elect Director Vance D. Coffman Management For For
1.6 Elect Director Robert A. Eckert Management For For
1.7 Elect Director Greg C. Garland Management For For
1.8 Elect Director Rebecca M. Henderson Management For For
1.9 Elect Director Frank C. Herringer Management For For
1.10 Elect Director Tyler Jacks Management For For
1.11 Elect Director Judith C. Pelham Management For For
1.12 Elect Director Ronald D. Sugar Management For For
1.13 Elect Director R. Sanders 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 Provide Vote Counting to Exclude Abstentions Shareholder Against Against
 
ANADARKO PETROLEUM CORPORATION
Meeting Date:  MAY 12, 2015
Record Date:  MAR 17, 2015
Meeting Type:  ANNUAL
Ticker:  APC
Security ID:  032511107
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1a Elect Director Anthony R. Chase Management For For
1.1b Elect Director Kevin P. Chilton Management For For
1.1c Elect Director H. Paulett Eberhart Management For For
1.1d Elect Director Peter J. Fluor Management For For
1.1e Elect Director Richard L. George Management For For
1.1f Elect Director Joseph W. Gorder Management For For
1.1g Elect Director John R. Gordon Management For For
1.1h Elect Director Mark C. McKinley Management For For
1.1i Elect Director Eric D. Mullins Management For For
1.1j Elect Director R. A. 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
4 Adopt Proxy Access Right Shareholder Against For
5 Report on Plans to Address Stranded Carbon Asset Risks Shareholder Against For
 
AON PLC
Meeting Date:  JUN 17, 2015
Record Date:  APR 22, 2015
Meeting Type:  ANNUAL
Ticker:  AON
Security ID:  G0408V102
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 Fulvio Conti Management For For
1.4 Elect Director Cheryl A. Francis Management For For
1.5 Elect Director James W. Leng Management For For
1.6 Elect Director J. Michael Losh Management For For
1.7 Elect Director Robert S. Morrison 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 Carolyn Y. Woo Management For For
2 Accept Financial Statements and Statutory Reports Management For For
3 Ratify Ernst & Young LLP as Aon's Auditors Management For For
4 Ratify Ernst & Young LLP as U.K. Statutory Auditor Management For For
5 Authorise Board to Fix Remuneration of Auditors Management For For
6 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
7 Advisory Vote to Ratify Directors' Remuneration Report Management For For
8 Authorise Shares for Market Purchase Management For For
9 Issue of Equity or Equity-Linked Securities with Pre-emptive Rights Management For For
10 Issue of Equity or Equity-Linked Securities without Pre-emptive Rights Management For For
11 Approve Political Donations Management For For
 
APPLE INC.
Meeting Date:  MAR 10, 2015
Record Date:  JAN 09, 2015
Meeting Type:  ANNUAL
Ticker:  AAPL
Security ID:  037833100
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Tim Cook Management For For
1.2 Elect Director Al Gore Management For For
1.3 Elect Director Bob Iger Management For For
1.4 Elect Director Andrea Jung Management For For
1.5 Elect Director Art Levinson Management For For
1.6 Elect Director Ron Sugar Management For For
1.7 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 Against
4 Approve Qualified Employee Stock Purchase Plan Management For For
5 Report on Risks Associated with Repeal of Climate Change Policies Shareholder Against Abstain
6 Adopt Proxy Access Right Shareholder Against For
 
BANK OF AMERICA CORPORATION
Meeting Date:  MAY 06, 2015
Record Date:  MAR 11, 2015
Meeting Type:  ANNUAL
Ticker:  BAC
Security ID:  060505104
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Sharon L. Allen Management For Against
1b Elect Director Susan S. Bies Management For For
1c Elect Director Jack O. Bovender, Jr. Management For For
1d Elect Director Frank P. Bramble, Sr. Management For Against
1e Elect Director Pierre J. P. de Weck Management For For
1f Elect Director Arnold W. Donald Management For For
1g Elect Director Charles K. Gifford Management For For
1h Elect Director Linda P. Hudson Management For For
1i Elect Director Monica C. Lozano Management For For
1j Elect Director Thomas J. May Management For Against
1k Elect Director Brian T. Moynihan Management For For
1l Elect Director Lionel L. Nowell, III Management For Against
1m Elect Director R. David Yost 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 Climate Change Financing Risk Shareholder Against Abstain
6 Report on Lobbying Payments and Policy Shareholder Against For
7 Provide Right to Act by Written Consent Shareholder Against For
8 Establish Other Governance Board Committee Shareholder Against Against
 
BAXTER INTERNATIONAL INC.
Meeting Date:  MAY 05, 2015
Record Date:  MAR 11, 2015
Meeting Type:  ANNUAL
Ticker:  BAX
Security ID:  071813109
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Uma Chowdhry Management For For
1b Elect Director James R. Gavin, III Management For For
1c Elect Director Peter S. Hellman Management For For
1d Elect Director K. J. Storm 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 Pro-rata Vesting of Equity Awards Shareholder Against For
6 Require Independent Board Chairman Shareholder Against For
 
BP PLC
Meeting Date:  APR 16, 2015
Record Date:  FEB 20, 2015
Meeting Type:  ANNUAL
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 Re-elect Bob Dudley as Director Management For For
4 Re-elect Dr Brian Gilvary as Director Management For For
5 Re-elect Paul Anderson as Director Management For For
6 Elect Alan Boeckmann as Director Management For For
7 Re-elect Frank Bowman as Director Management For For
8 Re-elect Antony Burgmans as Director Management For For
9 Re-elect Cynthia Carroll as Director Management For For
10 Re-elect Ian Davis as Director Management For For
11 Re-elect Dame Ann Dowling as Director Management For For
12 Re-elect Brendan Nelson as Director Management For For
13 Re-elect Phuthuma Nhleko as Director Management For For
14 Re-elect Andrew Shilston as Director Management For For
15 Re-elect Carl-Henric Svanberg as Director Management For For
16 Reappoint Ernst & Young LLP as Auditors and Authorise Their Remuneration Management For For
17 Authorise the Renewal of the Scrip Dividend Programme Management For For
18 Approve Share Award Plan 2015 Management For For
19 Authorise EU Political Donations and Expenditure Management For For
20 Authorise Issue of Equity with Pre-emptive Rights Management For For
21 Authorise Issue of Equity without Pre-emptive Rights 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 EGM with Two Weeks' Notice Management For For
25 Approve Strategic Climate Change Resilience for 2035 and Beyond Shareholder For For
 
BROADCOM CORPORATION
Meeting Date:  MAY 12, 2015
Record Date:  MAR 16, 2015
Meeting Type:  ANNUAL
Ticker:  BRCM
Security ID:  111320107
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Robert J. Finocchio, Jr. Management For For
1b Elect Director Nancy H. Handel Management For For
1c Elect Director Eddy W. Hartenstein Management For For
1d Elect Director Maria M. Klawe Management For For
1e Elect Director John E. Major Management For Against
1f Elect Director Scott A. McGregor Management For For
1g Elect Director William T. Morrow Management For For
1h Elect Director Henry Samueli Management For For
1i Elect Director Robert E. Switz Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Ratify KPMG LLP as Auditors Management For For
 
CA, INC.
Meeting Date:  JUL 30, 2014
Record Date:  JUN 05, 2014
Meeting Type:  ANNUAL
Ticker:  CA
Security ID:  12673P105
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1A Elect Director Jens Alder Management For For
1B Elect Director Raymond J. Bromark Management For For
1C Elect Director Gary J. Fernandes Management For For
1D Elect Director Michael P. Gregoire Management For For
1E Elect Director Rohit Kapoor Management For For
1F Elect Director Kay Koplovitz Management For For
1G Elect Director Christopher B. Lofgren Management For For
1H Elect Director Richard Sulpizio Management For For
1I Elect Director Laura S. Unger Management For For
1J Elect Director Arthur F. Weinbach Management For For
1K Elect Director Renato (Ron) Zambonini Management For For
2 Ratify Auditors Management For For
3 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
 
CAPITAL ONE FINANCIAL CORPORATION
Meeting Date:  APR 30, 2015
Record Date:  MAR 05, 2015
Meeting Type:  ANNUAL
Ticker:  COF
Security ID:  14040H105
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1a Elect Director Richard D. Fairbank Management For For
1.1b Elect Director Patrick W. Gross Management For For
1.1c Elect Director Ann Fritz Hackett Management For For
1.1d Elect Director Lewis Hay, III Management For For
1.1e Elect Director Benjamin P. Jenkins, III Management For For
1.1f Elect Director Pierre E. Leroy Management For For
1.1g Elect Director Peter E. Raskind Management For For
1.1h Elect Director Mayo A. Shattuck, III Management For For
1.1i Elect Director Bradford H. Warner Management For For
1.1j Elect Director Catherine G. West 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 Amend Bylaws-- Call Special Meetings Shareholder Against For
 
CARDINAL HEALTH, INC.
Meeting Date:  NOV 05, 2014
Record Date:  SEP 10, 2014
Meeting Type:  ANNUAL
Ticker:  CAH
Security ID:  14149Y108
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director David J. Anderson Management For For
1.2 Elect Director Colleen F. Arnold Management For For
1.3 Elect Director George S. Barrett Management For For
1.4 Elect Director Carrie S. Cox Management For For
1.5 Elect Director Calvin Darden Management For For
1.6 Elect Director Bruce L. Downey Management For For
1.7 Elect Director Patricia A. Hemingway Hall Management For For
1.8 Elect Director Clayton M. Jones Management For For
1.9 Elect Director Gregory B. Kenny Management For For
1.10 Elect Director David P. King Management For For
1.11 Elect Director Richard C. Notebaert Management For For
2 Ratify Auditors Management For For
3 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
4 Amend Executive Incentive Bonus Plan Management For For
5 Report on Political Contributions Shareholder Against For
 
CATERPILLAR INC.
Meeting Date:  JUN 10, 2015
Record Date:  APR 13, 2015
Meeting Type:  ANNUAL
Ticker:  CAT
Security ID:  149123101
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director David L. Calhoun Management For For
1.2 Elect Director Daniel M. Dickinson Management For For
1.3 Elect Director Juan Gallardo Management For Against
1.4 Elect Director Jesse J. Greene, Jr. Management For For
1.5 Elect Director Jon M. Huntsman, Jr. Management For For
1.6 Elect Director Dennis A. Muilenburg Management For For
1.7 Elect Director Douglas R. Oberhelman Management For For
1.8 Elect Director William A. Osborn Management For For
1.9 Elect Director Debra L. Reed Management For For
1.10 Elect Director Edward B. Rust, Jr. Management For For
1.11 Elect Director Susan C. Schwab Management For For
1.12 Elect Director Miles D. White 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 Chairman Shareholder Against For
5 Provide Right to Act by Written Consent Shareholder Against For
6 Review and Amend Human Rights Policies Shareholder Against For
7 Amend Policies to Allow Employees to Participate in Political Process with No Retribution Shareholder Against Abstain
 
CHECK POINT SOFTWARE TECHNOLOGIES LTD.
Meeting Date:  JUN 09, 2015
Record Date:  MAY 01, 2015
Meeting Type:  ANNUAL
Ticker:  CHKP
Security ID:  M22465104
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Reelect Gil Shwed as Director Until the End of the Next Annual General Meeting Management For For
1.2 Reelect Marius Nacht as Director Until the End of the Next Annual General Meeting Management For For
1.3 Reelect Jerry Ungerman as Director Until the End of the Next Annual General Meeting Management For For
1.4 Reelect Dan Propper as Director Until the End of the Next Annual General Meeting Management For For
1.5 Reelect David Rubner as Director Until the End of the Next Annual General Meeting Management For For
1.6 Reelect Tal Shavit as Director Until the End of the Next Annual General Meeting Management For For
2.1 Reelect Yoav Chelouche as External Director for an Additional Three Year Term Management For For
2.2 Reelect Guy Gecht as External Director for an Additional Three Year Term Management For For
3 Reappoint Kost Forer Gabbay & Kasierer as Auditors and Authorize Board to Fix Their Remuneration Management For For
4 Amend and Extend Employee Stock Purchase Plan Management For For
5 Increase Coverage of Comapny D&O Policy Management For For
6 Approve Employment Terms of Gil Shwed, CEO and Chairman Management For For
7 Authorize Board Chairman to Serve as CEO Management For Against
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
 
CINEMARK HOLDINGS, INC.
Meeting Date:  JUN 04, 2015
Record Date:  APR 17, 2015
Meeting Type:  ANNUAL
Ticker:  CNK
Security ID:  17243V102
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Carlos M. Sepulveda Management For For
1.2 Elect Director Tim Warner 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
 
CITIGROUP INC.
Meeting Date:  APR 28, 2015
Record Date:  FEB 27, 2015
Meeting Type:  ANNUAL
Ticker:  C
Security ID:  172967424
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Michael L. Corbat Management For For
1b Elect Director Duncan P. Hennes Management For For
1c Elect Director Peter B. Henry Management For For
1d Elect Director Franz B. Humer Management For For
1e Elect Director Michael E. O'Neill Management For For
1f Elect Director Gary M. Reiner Management For For
1g Elect Director Judith Rodin Management For For
1h Elect Director Anthony M. Santomero Management For For
1i Elect Director Joan E. Spero Management For For
1j Elect Director Diana L. Taylor Management For For
1k Elect Director William S. Thompson, Jr. Management For For
1l Elect Director James S. Turley Management For For
1m 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 Adopt Proxy Access Right Shareholder For For
6 Report on Lobbying Payments and Policy Shareholder Against Against
7 Claw-back of Payments under Restatements Shareholder Against Against
8 Limits for Directors Involved with Bankruptcy Shareholder Against Against
9 Report on Certain Vesting Program Shareholder Against Against
 
CITRIX SYSTEMS, INC.
Meeting Date:  MAY 28, 2015
Record Date:  APR 01, 2015
Meeting Type:  ANNUAL
Ticker:  CTXS
Security ID:  177376100
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Thomas F. Bogan Management For For
1b Elect Director Robert M. Calderoni Management For For
1c Elect Director Nanci E. Caldwell Management For For
1d Elect Director Robert D. Daleo Management For For
1e Elect Director Murray J. Demo Management For For
1f Elect Director Francis deSouza Management For For
1g Elect Director Asiff S. Hirji Management For For
2 Approve Qualified Employee Stock Purchase 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
 
COMCAST CORPORATION
Meeting Date:  OCT 08, 2014
Record Date:  AUG 18, 2014
Meeting Type:  SPECIAL
Ticker:  CMCSA
Security ID:  20030N101
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
 
COMCAST CORPORATION
Meeting Date:  MAY 21, 2015
Record Date:  MAR 12, 2015
Meeting Type:  ANNUAL
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 Sheldon M. Bonovitz Management For For
1.3 Elect Director Edward D. Breen Management For For
1.4 Elect Director Joseph J. Collins Management For For
1.5 Elect Director J. Michael Cook Management For For
1.6 Elect Director Gerald L. Hassell Management For For
1.7 Elect Director Jeffrey A. Honickman Management For For
1.8 Elect Director Eduardo G. Mestre Management For For
1.9 Elect Director Brian L. Roberts Management For For
1.10 Elect Director Ralph J. Roberts Management For For
1.11 Elect Director Johnathan A. Rodgers Management For For
1.12 Elect Director Judith Rodin Management For For
2 Ratify Deloitte & Touche LLP as Auditors Management For For
3 Amend Executive Incentive Bonus Plan Management For For
4 Report on Lobbying Payments and Policy Shareholder Against For
5 Pro-rata Vesting of Equity Awards Shareholder Against For
6 Approve Recapitalization Plan for all Stock to Have One-vote per Share Shareholder Against For
 
CONAGRA FOODS, INC.
Meeting Date:  SEP 19, 2014
Record Date:  JUL 28, 2014
Meeting Type:  ANNUAL
Ticker:  CAG
Security ID:  205887102
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Mogens C. Bay Management For For
1.2 Elect Director Thomas K. Brown Management For For
1.3 Elect Director Stephen G. Butler Management For For
1.4 Elect Director Steven F. Goldstone Management For For
1.5 Elect Director Joie A. Gregor Management For For
1.6 Elect Director Rajive Johri Management For For
1.7 Elect Director W.G. Jurgensen Management For For
1.8 Elect Director Richard H. Lenny Management For For
1.9 Elect Director Ruth Ann Marshall Management For For
1.10 Elect Director Gary M. Rodkin Management For For
1.11 Elect Director Andrew J. Schindler Management For For
1.12 Elect Director Kenneth E. Stinson Management For For
2 Approve Omnibus Stock Plan Management For For
3 Approve Executive Incentive Bonus Plan Management For For
4 Ratify Auditors Management For For
5 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
6 Provide Vote Counting to Exclude Abstentions Shareholder Against Against
 
COSTCO WHOLESALE CORPORATION
Meeting Date:  JAN 29, 2015
Record Date:  NOV 20, 2014
Meeting Type:  ANNUAL
Ticker:  COST
Security ID:  22160K105
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Jeffrey H. Brotman Management For Withhold
1.2 Elect Director Daniel J. Evans Management For Withhold
1.3 Elect Director Richard A. Galanti Management For Withhold
1.4 Elect Director Jeffrey S. Raikes Management For Withhold
1.5 Elect Director James D. Sinegal Management For Withhold
2 Ratify Auditors Management For For
3 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
4 Amend Omnibus Stock Plan Management For Against
5a Eliminate Supermajority Vote Requirement for Removal of Directors Management For For
5b Reduce Supermajority Vote Requirement to Amend Article Eight Governing Director Removal Management For For
6 Establish Tenure Limit for Directors Shareholder Against Against
 
CSX CORPORATION
Meeting Date:  MAY 06, 2015
Record Date:  MAR 06, 2015
Meeting Type:  ANNUAL
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 John B. Breaux Management For For
1c Elect Director Pamela L. Carter Management For For
1d Elect Director Steven T. Halverson Management For For
1e Elect Director Edward J. Kelly, III Management For For
1f Elect Director John D. McPherson Management For For
1g Elect Director David M. Moffett Management For For
1h Elect Director Oscar Munoz Management For For
1i Elect Director Timothy T. O'Toole Management For For
1j Elect Director David M. Ratcliffe Management For For
1k Elect Director Donald J. Shepard Management For For
1l Elect Director Michael J. Ward Management For For
1m Elect Director J. Steven Whisler 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
 
DANAHER CORPORATION
Meeting Date:  MAY 07, 2015
Record Date:  MAR 09, 2015
Meeting Type:  ANNUAL
Ticker:  DHR
Security ID:  235851102
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Donald J. Ehrlich Management For For
1.2 Elect Director Linda Hefner Filler Management For For
1.3 Elect Director Thomas P. Joyce, Jr. Management For For
1.4 Elect Director Teri List-Stoll Management For For
1.5 Elect Director Walter G. Lohr, Jr. Management For For
1.6 Elect Director Mitchell P. Rales Management For For
1.7 Elect Director Steven M. Rales Management For For
1.8 Elect Director John T. Schwieters Management For For
1.9 Elect Director Alan G. Spoon Management For For
1.10 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 Report on Political Contributions Shareholder Against For
 
DELTA AIR LINES, INC.
Meeting Date:  JUN 25, 2015
Record Date:  MAY 01, 2015
Meeting Type:  ANNUAL
Ticker:  DAL
Security ID:  247361702
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Richard H. Anderson Management For For
1b Elect Director Edward H. Bastian Management For For
1c Elect Director Francis S. Blake Management For For
1d Elect Director Roy J. Bostock Management For For
1e Elect Director John S. Brinzo Management For For
1f Elect Director Daniel A. Carp Management For For
1g Elect Director David G. DeWalt Management For For
1h Elect Director Thomas E. Donilon Management For For
1i Elect Director William H. Easter, III Management For For
1j Elect Director Mickey P. Foret Management For For
1k Elect Director Shirley C. Franklin Management For For
1l Elect Director David R. Goode Management For For
1m Elect Director George N. Mattson Management For For
1n Elect Director Douglas R. Ralph Management For For
1o Elect Director Sergio A.L. Rial Management For For
1p Elect Director Kenneth B. Woodrow 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 Share Retention Policy For Senior Executives Shareholder Against For
 
DISH NETWORK CORPORATION
Meeting Date:  OCT 30, 2014
Record Date:  SEP 10, 2014
Meeting Type:  ANNUAL
Ticker:  DISH
Security ID:  25470M109
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director George R. Brokaw Management For For
1.2 Elect Director Joseph P. Clayton Management For Withhold
1.3 Elect Director James DeFranco Management For Withhold
1.4 Elect Director Cantey M. Ergen Management For Withhold
1.5 Elect Director Charles W. Ergen Management For Withhold
1.6 Elect Director Steven R. Goodbarn Management For For
1.7 Elect Director Charles M. Lillis Management For For
1.8 Elect Director Afshin Mohebbi Management For For
1.9 Elect Director David K. Moskowitz Management For Withhold
1.10 Elect Director Tom A. Ortolf Management For For
1.11 Elect Director Carl E. Vogel Management For Withhold
2 Ratify 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 Quantitative GHG Goals for Products and Operations Shareholder Against For
 
EATON CORPORATION PLC
Meeting Date:  APR 22, 2015
Record Date:  FEB 23, 2015
Meeting Type:  ANNUAL
Ticker:  ETN
Security ID:  G29183103
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Todd M. Bluedorn Management For For
1b Elect Director Christopher M. Connor Management For For
1c Elect Director Michael J. Critelli Management For For
1d Elect Director Alexander M. Cutler Management For For
1e Elect Director Charles E. Golden Management For For
1f Elect Director Linda A. Hill Management For For
1g Elect Director Arthur E. Johnson Management For For
1h Elect Director Ned C. Lautenbach Management For For
1i Elect Director Deborah L. McCoy Management For For
1j Elect Director Gregory R. Page Management For For
1k Elect Director Sandra Pianalto Management For For
1l Elect Director Gerald B. Smith Management For For
2 Approve Omnibus Stock Plan Management For For
3 Approve Ernst & Young LLP as Auditors and Authorize Board to Fix Their Remuneration Auditors Management For For
4 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
5 Approval of Overseas Market Purchases of the Company Shares Management For For
 
EDISON INTERNATIONAL
Meeting Date:  APR 23, 2015
Record Date:  FEB 26, 2015
Meeting Type:  ANNUAL
Ticker:  EIX
Security ID:  281020107
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Jagjeet S. Bindra Management For For
1.2 Elect Director Vanessa C.L. Chang Management For For
1.3 Elect Director Theodore F. Craver, Jr. Management For For
1.4 Elect Director Richard T. Schlosberg, III Management For For
1.5 Elect Director Linda G. Stuntz Management For For
1.6 Elect Director William P. Sullivan Management For For
1.7 Elect Director Ellen O. Tauscher Management For For
1.8 Elect Director Peter J. Taylor Management For For
1.9 Elect Director Brett White 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 Claw-back of Payments under Restatements Shareholder Against For
 
ELI LILLY AND COMPANY
Meeting Date:  MAY 04, 2015
Record Date:  FEB 27, 2015
Meeting Type:  ANNUAL
Ticker:  LLY
Security ID:  532457108
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1a Elect Director Katherine Baicker Management For For
1.1b Elect Director J. Erik Fyrwald Management For For
1.1c Elect Director Ellen R. Marram Management For For
1.1d 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
 
EMC CORPORATION
Meeting Date:  APR 30, 2015
Record Date:  FEB 27, 2015
Meeting Type:  ANNUAL
Ticker:  EMC
Security ID:  268648102
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1a Elect Director Jose E. Almeida Management For For
1.1b Elect Director Michael W. Brown Management For For
1.1c Elect Director Donald J. Carty Management For For
1.1d Elect Director Randolph L. Cowen Management For For
1.1e Elect Director James S. DiStasio Management For For
1.1f Elect Director John R. Egan Management For For
1.1g Elect Director William D. Green Management For For
1.1h Elect Director Edmund F. Kelly Management For For
1.1i Elect Director Jami Miscik Management For For
1.1j Elect Director Paul Sagan Management For For
1.1k Elect Director David N. Strohm Management For For
1.1l Elect Director Joseph M. Tucci 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 Require Independent Board Chairman Shareholder Against For
 
ENBRIDGE INC.
Meeting Date:  MAY 06, 2015
Record Date:  MAR 12, 2015
Meeting Type:  ANNUAL/SPECIAL
Ticker:  ENB
Security ID:  29250N105
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1 Elect Director David A. Arledge Management For For
2 Elect Director James J. Blanchard Management For For
3 Elect Director Marcel R. Coutu Management For For
4 Elect Director J. Herb England Management For For
5 Elect Director Charles W. Fischer Management For For
6 Elect Director V. Maureen Kempston Darkes Management For For
7 Elect Director Al Monaco Management For For
8 Elect Director George K. Petty Management For For
9 Elect Director Rebecca B. Roberts Management For For
10 Elect Director Dan C. Tutcher Management For For
11 Elect Director Catherine L. Williams Management For For
12 Ratify PricewaterhouseCoopers LLP as Auditors Management For For
13 Approve Advance Notice Policy Management For For
14 Advisory Vote on Executive Compensation Approach Management For For
 
ENTERGY CORPORATION
Meeting Date:  MAY 08, 2015
Record Date:  MAR 10, 2015
Meeting Type:  ANNUAL
Ticker:  ETR
Security ID:  29364G103
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Maureen S. Bateman 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 Gary W. Edwards Management For For
1f Elect Director Alexis M. Herman Management For For
1g Elect Director Donald C. Hintz Management For For
1h Elect Director Stuart L. Levenick Management For For
1i Elect Director Blanche L. Lincoln Management For For
1j Elect Director Karen A. Puckett Management For For
1k Elect Director W. J. 'Billy' Tauzin Management For For
1l Elect Director Steven V. Wilkinson 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 Executive Incentive Bonus Plan Management For For
5 Approve Omnibus Stock Plan Management For For
6 Include Carbon Reduction as a Performance Measure for Senior Executive Compensation Shareholder Against Abstain
 
EQUITY RESIDENTIAL
Meeting Date:  JUN 24, 2015
Record Date:  MAR 31, 2015
Meeting Type:  ANNUAL
Ticker:  EQR
Security ID:  29476L107
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director John W. Alexander Management For For
1.2 Elect Director Charles L. Atwood Management For For
1.3 Elect Director Linda Walker Bynoe Management For For
1.4 Elect Director Mary Kay Haben Management For For
1.5 Elect Director Bradley A. Keywell Management For For
1.6 Elect Director John E. Neal Management For For
1.7 Elect Director David J. Neithercut Management For For
1.8 Elect Director Mark S. Shapiro Management For For
1.9 Elect Director Gerald A. Spector Management For For
1.10 Elect Director Stephen E. Sterrett Management For For
1.11 Elect Director B. Joseph White 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
4 Proxy Access Shareholder Against For
 
FORD MOTOR COMPANY
Meeting Date:  MAY 14, 2015
Record Date:  MAR 17, 2015
Meeting Type:  ANNUAL
Ticker:  F
Security ID:  345370860
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1 Elect Director Stephen G. Butler Management For For
2 Elect Director Kimberly A. Casiano Management For For
3 Elect Director Anthony F. Earley, Jr. Management For For
4 Elect Director Mark Fields Management For For
5 Elect Director Edsel B. Ford II Management For For
6 Elect Director William Clay Ford, Jr. Management For For
7 Elect Director James P. Hackett Management For For
8 Elect Director James H. Hance, Jr. Management For For
9 Elect Director William W. Helman Iv Management For For
10 Elect Director Jon M. Huntsman, Jr. Management For For
11 Elect Director William E. Kennard Management For For
12 Elect Director John C. Lechleiter Management For For
13 Elect Director Ellen R. Marram Management For For
14 Elect Director Gerald L. Shaheen Management For For
15 Elect Director John L. Thornton Management For For
16 Ratify PricewaterhouseCoopers LLPas Auditors Management For For
17 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
18 Approve Recapitalization Plan for all Stock to Have One-vote per Share Shareholder Against For
19 Amend Bylaws to Call Special Meetings Shareholder Against For
 
FREEPORT-MCMORAN INC.
Meeting Date:  JUN 10, 2015
Record Date:  APR 16, 2015
Meeting Type:  ANNUAL
Ticker:  FCX
Security ID:  35671D857
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Richard C. Adkerson Management For For
1.2 Elect Director Robert J. Allison, Jr. Management For For
1.3 Elect Director Alan R. Buckwalter, III Management For For
1.4 Elect Director Robert A. Day Management For For
1.5 Elect Director James C. Flores Management For For
1.6 Elect Director Gerald J. Ford Management For For
1.7 Elect Director Thomas A. Fry, III Management For For
1.8 Elect Director H. Devon Graham, Jr. Management For For
1.9 Elect Director Lydia H. Kennard Management For For
1.10 Elect Director Charles C. Krulak Management For For
1.11 Elect Director Bobby Lee Lackey Management For For
1.12 Elect Director Jon C. Madonna Management For For
1.13 Elect Director Dustan E. McCoy Management For For
1.14 Elect Director James R. Moffett Management For For
1.15 Elect Director Stephen H. Siegele Management For For
1.16 Elect Director Frances Fragos Townsend Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Ratify Ernst & Young LLP as Auditors Management For For
4 Amend Omnibus Stock Plan Management For For
5 Adopt Proxy Access Right Shareholder Against For
 
GENWORTH FINANCIAL, INC.
Meeting Date:  MAY 14, 2015
Record Date:  MAR 20, 2015
Meeting Type:  ANNUAL
Ticker:  GNW
Security ID:  37247D106
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director William H. Bolinder Management For For
1.2 Elect Director G. Kent Conrad Management For For
1.3 Elect Director Melina E. Higgins Management For For
1.4 Elect Director Nancy J. Karch Management For For
1.5 Elect Director Thomas J. McInerney Management For For
1.6 Elect Director Christine B. Mead Management For For
1.7 Elect Director David M. Moffett Management For For
1.8 Elect Director Thomas E. Moloney Management For For
1.9 Elect Director James A. Parke Management For For
1.10 Elect Director James S. Riepe Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Ratify Auditors Management For For
4 Report on Sustainability Shareholder Against For
 
GILEAD SCIENCES, INC.
Meeting Date:  MAY 06, 2015
Record Date:  MAR 11, 2015
Meeting Type:  ANNUAL
Ticker:  GILD
Security ID:  375558103
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director John F. Cogan Management For For
1b Elect Director Etienne F. Davignon Management For For
1c Elect Director Carla A. Hills Management For For
1d Elect Director Kevin E. Lofton Management For For
1e Elect Director John W. Madigan Management For For
1f Elect Director John C. Martin Management For For
1g Elect Director Nicholas G. Moore Management For For
1h Elect Director Richard J. Whitley Management For For
1i Elect Director Gayle E. Wilson Management For For
1j Elect Director Per Wold-Olsen Management For For
2 Ratify Ernst & Young LLP as Auditors 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 Provide Right to Act by Written Consent Shareholder Against For
6 Require Independent Board Chairman Shareholder Against For
7 Report on Sustainability Shareholder Against For
8 Report on Specialty Drug Pricing Risks Shareholder Against For
 
HCA HOLDINGS, INC.
Meeting Date:  APR 30, 2015
Record Date:  MAR 06, 2015
Meeting Type:  ANNUAL
Ticker:  HCA
Security ID:  40412C101
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director R. Milton Johnson Management For For
1.2 Elect Director Robert J. Dennis Management For For
1.3 Elect Director Nancy-Ann DeParle Management For For
1.4 Elect Director Thomas F. Frist, III Management For For
1.5 Elect Director William R. Frist Management For For
1.6 Elect Director Ann H. Lamont Management For For
1.7 Elect Director Jay O. Light Management For For
1.8 Elect Director Geoffrey G. Meyers Management For For
1.9 Elect Director Michael W. Michelson Management For For
1.10 Elect Director Wayne J. Riley Management For For
1.11 Elect Director John W. Rowe 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
 
INTEL CORPORATION
Meeting Date:  MAY 21, 2015
Record Date:  MAR 23, 2015
Meeting Type:  ANNUAL
Ticker:  INTC
Security ID:  458140100
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Charlene Barshefsky Management For For
1b Elect Director Aneel Bhusri Management For For
1c Elect Director Andy D. Bryant Management For For
1d Elect Director Susan L. Decker Management For For
1e Elect Director John J. Donahoe Management For Against
1f Elect Director Reed E. Hundt Management For For
1g Elect Director Brian M. Krzanich Management For For
1h Elect Director James D. Plummer Management For For
1i Elect Director David S. Pottruck Management For For
1j Elect Director Frank D. Yeary Management For For
1k Elect Director David B. Yoffie 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
6 Adopt Holy Land Principles Shareholder Against Abstain
7 Require Independent Board Chairman Shareholder Against For
8 Provide Vote Counting to Exclude Abstentions Shareholder Against Against
 
INTERNATIONAL BUSINESS MACHINES CORPORATION
Meeting Date:  APR 28, 2015
Record Date:  FEB 27, 2015
Meeting Type:  ANNUAL
Ticker:  IBM
Security ID:  459200101
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Alain J.P. Belda Management For For
1.2 Elect Director William R. Brody Management For For
1.3 Elect Director Kenneth I. Chenault Management For For
1.4 Elect Director Michael L. Eskew Management For For
1.5 Elect Director David N. Farr Management For For
1.6 Elect Director Alex Gorsky Management For For
1.7 Elect Director Shirley Ann Jackson Management For For
1.8 Elect Director Andrew N. Liveris Management For For
1.9 Elect Director W. James McNerney, Jr. Management For For
1.10 Elect Director James W. Owens Management For For
1.11 Elect Director Virginia M. Rometty Management For For
1.12 Elect Director Joan E. Spero Management For For
1.13 Elect Director Sidney Taurel Management For For
1.14 Elect Director Peter R. Voser 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
5 Provide Right to Act by Written Consent Shareholder Against For
6 Pro-rata Vesting of Equity Awards Shareholder Against For
7 Establish Public Policy Board Committee Shareholder Against Abstain
 
INVESCO LTD.
Meeting Date:  MAY 14, 2015
Record Date:  MAR 16, 2015
Meeting Type:  ANNUAL
Ticker:  IVZ
Security ID:  G491BT108
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Martin L. Flanagan Management For For
1.2 Elect Director C. Robert Henrikson Management For For
1.3 Elect Director Ben F. Johnson, III Management For For
1.4 Elect Director Sir Nigel Sheinwald Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Ratify PricewaterhouseCoopers LLP as Auditors Management For For
 
JOHNSON CONTROLS, INC.
Meeting Date:  JAN 28, 2015
Record Date:  NOV 20, 2014
Meeting Type:  ANNUAL
Ticker:  JCI
Security ID:  478366107
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Natalie A. Black Management For For
1.2 Elect Director Raymond L. Conner Management For For
1.3 Elect Director Richard Goodman Management For For
1.4 Elect Director William H. Lacy Management For For
1.5 Elect Director Alex A. Molinaroli Management For For
1.6 Elect Director Mark P. Vergnano Management For For
2 Ratify Auditors Management For For
3 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
 
JPMORGAN CHASE & CO.
Meeting Date:  MAY 19, 2015
Record Date:  MAR 20, 2015
Meeting Type:  ANNUAL
Ticker:  JPM
Security ID:  46625H100
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Linda B. Bammann Management For For
1b Elect Director James A. Bell Management For For
1c Elect Director Crandall C. Bowles Management For For
1d Elect Director Stephen B. Burke Management For For
1e Elect Director James S. Crown Management For For
1f Elect Director James Dimon Management For For
1g Elect Director Timothy P. Flynn Management For For
1h Elect Director Laban P. Jackson, Jr. Management For For
1i Elect Director Michael A. Neal Management For For
1j Elect Director Lee R. Raymond Management For For
1k Elect Director William C. Weldon Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For Against
3 Ratify PricewaterhouseCoopers LLP as Auditors Management For For
4 Amend Omnibus Stock Plan Management For For
5 Require Independent Board Chairman Shareholder Against For
6 Report on Lobbying Payments and Policy Shareholder Against Abstain
7 Amend Bylaws -- Call Special Meetings Shareholder Against For
8 Provide Vote Counting to Exclude Abstentions Shareholder Against Against
9 Report on Certain Vesting Program Shareholder Against For
10 Disclosure of Recoupment Activity from Senior Officers Shareholder Against For
 
KEYCORP
Meeting Date:  MAY 21, 2015
Record Date:  MAR 23, 2015
Meeting Type:  ANNUAL
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 Joseph A. Carrabba Management For For
1.3 Elect Director Charles P. Cooley Management For For
1.4 Elect Director Alexander M. Cutler Management For For
1.5 Elect Director H. James Dallas Management For For
1.6 Elect Director Elizabeth R. Gile Management For For
1.7 Elect Director Ruth Ann M. Gillis Management For For
1.8 Elect Director William G. Gisel, Jr. Management For For
1.9 Elect Director Richard J. Hipple Management For For
1.10 Elect Director Kristen L. Manos Management For For
1.11 Elect Director Beth E. Mooney Management For For
1.12 Elect Director Demos Parneros Management For For
1.13 Elect Director Barbara R. Snyder Management For For
1.14 Elect Director David K. Wilson Management For For
2 Ratify Ernst & Young LLP as Auditors Management For For
3 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
4 Require Independent Board Chairman Shareholder Against Against
 
KOHL'S CORPORATION
Meeting Date:  MAY 14, 2015
Record Date:  MAR 11, 2015
Meeting Type:  ANNUAL
Ticker:  KSS
Security ID:  500255104
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Peter Boneparth Management For For
1b Elect Director Steven A. Burd Management For For
1c Elect Director Dale E. Jones Management For For
1d Elect Director Kevin Mansell Management For For
1e Elect Director John E. Schlifske Management For For
1f Elect Director Frank V. Sica Management For For
1g Elect Director Stephanie A. Streeter Management For For
1h Elect Director Nina G. Vaca Management For For
1i Elect Director Stephen E. Watson 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 Clawback of Incentive Payments Shareholder Against For
5 Adopt Proxy Access Right Shareholder Against For
 
KRAFT FOODS GROUP, INC.
Meeting Date:  MAY 05, 2015
Record Date:  MAR 03, 2015
Meeting Type:  ANNUAL
Ticker:  KRFT
Security ID:  50076Q106
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1a Elect Director Abelardo E. Bru Management For For
1.1b Elect Director John T. Cahill Management For For
1.1c Elect Director L. Kevin Cox Management For For
1.1d Elect Director Myra M. Hart Management For For
1.1e Elect Director Peter B. Henry Management For For
1.1f Elect Director Jeanne P. Jackson Management For For
1.1g Elect Director Terry J. Lundgren Management For For
1.1h Elect Director Mackey J. McDonald Management For For
1.1i Elect Director John C. Pope Management For For
1.1j Elect Director E. Follin Smith 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 Risks Associated with Use of Battery Cages in Supply Chain Shareholder Against For
5 Report on Supply Chain Impact on Deforestation Shareholder Against For
6 Assess Environmental Impact of Non-Recyclable Packaging Shareholder Against For
7 Report on Sustainability, Including GHG Goals Shareholder Against For
 
LORILLARD, INC.
Meeting Date:  JAN 28, 2015
Record Date:  DEC 08, 2014
Meeting Type:  SPECIAL
Ticker:  LO
Security ID:  544147101
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
 
LOUISIANA-PACIFIC CORPORATION
Meeting Date:  MAY 01, 2015
Record Date:  MAR 02, 2015
Meeting Type:  ANNUAL
Ticker:  LPX
Security ID:  546347105
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1a Elect Director Daniel K. Frierson Management For For
1.1b Elect Director Curtis M. Stevens 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
 
LYONDELLBASELL INDUSTRIES NV
Meeting Date:  MAY 06, 2015
Record Date:  APR 08, 2015
Meeting Type:  ANNUAL
Ticker:  LYB
Security ID:  N53745100
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Robin Buchanan Supervisory Board Management For For
1b Elect Stephen F. Cooper to Supervisory Board Management For For
1c Elect Isabella D. Goren to Supervisory Board Management For For
1d Elect Robert G. Gwin to Supervisory Board Management For For
2a Elect Kevin W. Brown to Management Board Management For For
2b Elect Jeffrey A. Kaplan to Management Board Management For For
3 Adopt Financial Statements and Statutory Reports Management For For
4 Approve Discharge of Management Board Management For For
5 Approve Discharge of Supervisory Board Management For For
6 Ratify PricewaterhouseCoopers LLP as Auditors Management For For
7 Ratify PricewaterhouseCoopers Accountants N.V. as Auditors Management For For
8 Approve Dividends of USD 2.80 Per Share Management For For
9 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
10 Authorize Board to Issue Shares up to 20 Percent of Authorized Capital Management For For
11 Authorize Board to Exclude Preemptive Rights from Share Issuances Management For Against
12 Amend Qualified Employee Stock Purchase Plan Management For For
13 Authorize Repurchase of Up to 10 Percent of Issued Share Capital Management For For
 
MAXIM INTEGRATED PRODUCTS, INC.
Meeting Date:  NOV 12, 2014
Record Date:  SEP 18, 2014
Meeting Type:  ANNUAL
Ticker:  MXIM
Security ID:  57772K101
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director B. Kipling Hagopian Management For For
1.2 Elect Director Tunc Doluca Management For For
1.3 Elect Director James R. Bergman Management For For
1.4 Elect Director Joseph R. Bronson Management For For
1.5 Elect Director Robert E. Grady Management For For
1.6 Elect Director William D. Watkins Management For For
1.7 Elect Director A.R. Frank Wazzan Management For For
2 Ratify Auditors Management For For
3 Amend Qualified Employee Stock Purchase Plan Management For For
4 Amend Omnibus Stock Plan Management For For
5 Eliminate Cumulative Voting Management For For
6 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
7 Approve Executive Incentive Bonus Plan Management For For
 
MERCK & CO., INC.
Meeting Date:  MAY 26, 2015
Record Date:  MAR 31, 2015
Meeting Type:  ANNUAL
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 Thomas R. Cech Management For For
1c Elect Director Kenneth C. Frazier Management For For
1d Elect Director Thomas H. Glocer Management For For
1e Elect Director William B. Harrison, Jr. Management For For
1f Elect Director C. Robert Kidder Management For For
1g Elect Director Rochelle B. Lazarus Management For For
1h Elect Director Carlos E. Represas Management For For
1i Elect Director Patricia F. Russo Management For For
1j Elect Director Craig B. Thompson Management For For
1k Elect Director Wendell P. Weeks Management For For
1l 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 Amend Omnibus Stock Plan Management For For
5 Amend Executive Incentive Bonus Plan Management For For
6 Provide Right to Act by Written Consent Shareholder Against For
7 Pro-rata Vesting of Equity Awards Shareholder Against For
 
METLIFE, INC.
Meeting Date:  APR 28, 2015
Record Date:  FEB 27, 2015
Meeting Type:  ANNUAL
Ticker:  MET
Security ID:  59156R108
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Cheryl W. Grise Management For For
1.2 Elect Director Carlos M. Gutierrez Management For For
1.3 Elect Director R. Glenn Hubbard Management For For
1.4 Elect Director Steven A. Kandarian Management For For
1.5 Elect Director Alfred F. Kelly, Jr. Management For For
1.6 Elect Director Edward J. Kelly, III Management For For
1.7 Elect Director William E. Kennard Management For For
1.8 Elect Director James M. Kilts Management For For
1.9 Elect Director Catherine R. Kinney Management For For
1.10 Elect Director Denise M. Morrison Management For For
1.11 Elect Director Kenton J. Sicchitano Management For For
1.12 Elect Director Lulu C. Wang Management For For
2a Reduce Supermajority Vote Requirement to Amend Certificate of Incorporation Management For For
2b Reduce Supermajority Vote Requirement to Amend Bylaws 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
 
MICROCHIP TECHNOLOGY INCORPORATED
Meeting Date:  AUG 25, 2014
Record Date:  JUL 01, 2014
Meeting Type:  ANNUAL
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 Auditors Management For For
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
 
MICRON TECHNOLOGY, INC.
Meeting Date:  JAN 22, 2015
Record Date:  NOV 21, 2014
Meeting Type:  ANNUAL
Ticker:  MU
Security ID:  595112103
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Robert L. Bailey Management For For
1.2 Elect Director Richard M. Beyer Management For For
1.3 Elect Director Patrick J. Byrne Management For For
1.4 Elect Director D. Mark Durcan Management For For
1.5 Elect Director D. Warren A. East Management For For
1.6 Elect Director Mercedes Johnson Management For For
1.7 Elect Director Lawrence N. Mondry Management For For
1.8 Elect Director Robert E. Switz Management For For
2 Amend Omnibus Stock Plan Management For For
3 Ratify Auditors Management For For
4 Eliminate Cumulative Voting Management For For
5 Approve Executive Incentive Bonus Plan Management For For
6 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
 
MICROSOFT CORPORATION
Meeting Date:  DEC 03, 2014
Record Date:  SEP 30, 2014
Meeting Type:  ANNUAL
Ticker:  MSFT
Security ID:  594918104
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director William H. Gates lll Management For For
1.2 Elect Director Maria M. Klawe Management For For
1.3 Elect Director Teri L. List-Stoll Management For For
1.4 Elect Director G. Mason Morfit Management For For
1.5 Elect Director Satya Nadella Management For For
1.6 Elect Director Charles H. Noski Management For For
1.7 Elect Director Helmut Panke Management For For
1.8 Elect Director Charles W. Scharf Management For For
1.9 Elect Director John W. Stanton Management For For
1.10 Elect Director John W. Thompson Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For Against
3 Ratify Auditors Management For For
4 Proxy Access Shareholder Against Against
 
MORGAN STANLEY
Meeting Date:  MAY 19, 2015
Record Date:  MAR 23, 2015
Meeting Type:  ANNUAL
Ticker:  MS
Security ID:  617446448
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Erskine B. Bowles Management For For
1b Elect Director Thomas H. Glocer Management For For
1c Elect Director James P. Gorman Management For For
1d Elect Director Robert H. Herz Management For For
1e Elect Director Klaus Kleinfeld Management For For
1f Elect Director Jami Miscik Management For For
1g Elect Director Donald T. Nicolaisen Management For For
1h Elect Director Hutham S. Olayan Management For For
1i Elect Director James W. Owens Management For For
1j Elect Director Ryosuke Tamakoshi Management For For
1k Elect Director Masaaki Tanaka Management For For
1l Elect Director Perry M. Traquina Management For For
1m Elect Director Laura D. Tyson 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
5 Report on Lobbying Payments and Policy Shareholder Against For
6 Provide Vote Counting to Exclude Abstentions Shareholder Against Against
7 Report on Certain Vesting Program Shareholder Against For
 
NAVIENT CORPORATION
Meeting Date:  MAY 21, 2015
Record Date:  MAR 26, 2015
Meeting Type:  ANNUAL
Ticker:  NAVI
Security ID:  63938C108
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director John K. Adams, Jr. Management For For
1b Elect Director Ann Torre Bates Management For For
1c Elect Director Anna Escobedo Cabral Management For For
1d Elect Director William M. Diefenderfer, III Management For For
1e Elect Director Diane Suitt Gilleland Management For For
1f Elect Director Katherine A. Lehman Management For For
1g Elect Director Linda A. Mills Management For For
1h Elect Director Barry A. Munitz Management For For
1i Elect Director John (Jack) F. Remondi Management For For
1j Elect Director Steven L. Shapiro Management For For
1k Elect Director Jane J. Thompson Management For For
1l Elect Director Laura S. Unger Management For For
1m Elect Director Barry L. Williams Management For For
2 Ratify KPMG LLP as Auditors Management For For
3 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
4 Advisory Vote on Say on Pay Frequency Management One Year One Year
5 Amend Omnibus Stock Plan Management For For
 
NEWELL RUBBERMAID INC.
Meeting Date:  MAY 12, 2015
Record Date:  MAR 16, 2015
Meeting Type:  ANNUAL
Ticker:  NWL
Security ID:  651229106
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Thomas E. Clarke Management For For
1b Elect Director Kevin C. Conroy Management For For
1c Elect Director Scott S. Cowen Management For For
1d Elect Director Michael T. Cowhig Management For For
1e Elect Director Domenico De Sole Management For For
1f Elect Director Cynthia A. Montgomery Management For For
1g Elect Director Christopher D. O'Leary Management For For
1h Elect Director Jose Ignacio Perez-Lizaur Management For For
1i Elect Director Michael B. Polk Management For For
1j Elect Director Steven J. Strobel Management For For
1k Elect Director Michael A. Todman Management For For
1l Elect Director Raymond G. Viault 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 Articles Call Special Meetings Shareholder Against For
 
OCCIDENTAL PETROLEUM CORPORATION
Meeting Date:  MAY 01, 2015
Record Date:  MAR 10, 2015
Meeting Type:  ANNUAL
Ticker:  OXY
Security ID:  674599105
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Spencer Abraham Management For For
1.2 Elect Director Howard I. Atkins Management For For
1.3 Elect Director Eugene L. Batchelder Management For For
1.4 Elect Director Stephen I. Chazen Management For For
1.5 Elect Director John E. Feick Management For For
1.6 Elect Director Margaret M. Foran Management For For
1.7 Elect Director Carlos M. Gutierrez Management For For
1.8 Elect Director William R. Klesse Management For For
1.9 Elect Director Avedick B. Poladian Management For For
1.10 Elect Director Elisse B. Walter 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 KPMG LLP as Auditors Management For For
5 Claw-back of Payments under Restatements Shareholder Against For
6 Adopt Proxy Access Right Shareholder Against For
7 Report on Methane and Flaring Emissions Management and Reduction Targets Shareholder Against For
8 Review and Assess Membership of Lobbying Organizations Shareholder Against For
 
ORACLE CORPORATION
Meeting Date:  NOV 05, 2014
Record Date:  SEP 08, 2014
Meeting Type:  ANNUAL
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 H. Raymond Bingham Management For Withhold
1.3 Elect Director Michael J. Boskin Management For Withhold
1.4 Elect Director Safra A. Catz Management For For
1.5 Elect Director Bruce R. Chizen Management For Withhold
1.6 Elect Director George H. Conrades Management For For
1.7 Elect Director Lawrence J. Ellison Management For For
1.8 Elect Director Hector Garcia-Molina Management For For
1.9 Elect Director Jeffrey O. Henley Management For For
1.10 Elect Director Mark V. Hurd Management For For
1.11 Elect Director Naomi O. Seligman Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For Against
3 Ratify Auditors Management For For
4 Provide Vote Counting to Exclude Abstentions Shareholder Against Against
5 Adopt Multiple Performance Metrics Under Executive Incentive Plans Shareholder Against For
6 Adopt Specific Performance Standards Shareholder Against For
7 Adopt Proxy Access Right Shareholder Against For
 
PARKER-HANNIFIN CORPORATION
Meeting Date:  OCT 22, 2014
Record Date:  AUG 29, 2014
Meeting Type:  ANNUAL
Ticker:  PH
Security ID:  701094104
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Robert G. Bohn Management For For
1.2 Elect Director Linda S. Harty Management For For
1.3 Elect Director William E. Kassling Management For For
1.4 Elect Director Robert J. Kohlhepp Management For For
1.5 Elect Director Kevin A. Lobo Management For For
1.6 Elect Director Klaus-Peter Muller Management For For
1.7 Elect Director Candy M. Obourn Management For For
1.8 Elect Director Joseph M. Scaminace Management For For
1.9 Elect Director Wolfgang R. Schmitt Management For For
1.10 Elect Director Ake Svensson Management For For
1.11 Elect Director James L. Wainscott Management For For
1.12 Elect Director Donald E. Washkewicz Management For For
2 Ratify 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 Require a Majority Vote for the Election of Directors Shareholder Against For
 
PEPSICO, INC.
Meeting Date:  MAY 06, 2015
Record Date:  FEB 27, 2015
Meeting Type:  ANNUAL
Ticker:  PEP
Security ID:  713448108
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Shona L. Brown Management For For
1.2 Elect Director George W. Buckley Management For For
1.3 Elect Director Ian M. Cook Management For For
1.4 Elect Director Dina Dublon Management For For
1.5 Elect Director Rona A. Fairhead Management For For
1.6 Elect Director Richard W. Fisher Management For For
1.7 Elect Director Alberto Ibarguen Management For For
1.8 Elect Director William R. Johnson Management For For
1.9 Elect Director Indra K. Nooyi Management For For
1.10 Elect Director David C. Page Management For For
1.11 Elect Director Robert C. Pohlad Management For For
1.12 Elect Director Lloyd G. Trotter Management For For
1.13 Elect Director Daniel Vasella Management For For
1.14 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 Establish a Board Committee on Sustainability Shareholder Against Abstain
5 Pro-Rata Vesting of Equity Awards Shareholder Against For
6 Report on Plans to Minimize Pesticides' Impact on Pollinators Shareholder Against Abstain
 
PFIZER INC.
Meeting Date:  APR 23, 2015
Record Date:  FEB 25, 2015
Meeting Type:  ANNUAL
Ticker:  PFE
Security ID:  717081103
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Dennis A. Ausiello Management For For
1.2 Elect Director W. Don Cornwell Management For For
1.3 Elect Director Frances D. Fergusson Management For For
1.4 Elect Director Helen H. Hobbs Management For For
1.5 Elect Director James M. Kilts Management For For
1.6 Elect Director Shantanu Narayen Management For For
1.7 Elect Director Suzanne Nora Johnson Management For For
1.8 Elect Director Ian C. Read Management For For
1.9 Elect Director Stephen W. Sanger Management For For
1.10 Elect Director James C. Smith Management For For
1.11 Elect Director Marc Tessier-Lavigne 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 Review and Assess Membership of Lobbying Organizations Shareholder Against Abstain
 
PHILLIPS 66
Meeting Date:  MAY 06, 2015
Record Date:  MAR 13, 2015
Meeting Type:  ANNUAL
Ticker:  PSX
Security ID:  718546104
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director J. Brian Ferguson Management For For
1b Elect Director Harold W. McGraw, III Management For For
1c Elect Director Victoria J. Tschinkel 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 Adopt Quantitative GHG Goals for Operations Shareholder Against For
 
PUBLIC STORAGE
Meeting Date:  APR 30, 2015
Record Date:  MAR 06, 2015
Meeting Type:  ANNUAL
Ticker:  PSA
Security ID:  74460D109
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Ronald L. Havner, Jr. Management For For
1.2 Elect Director Tamara Hughes Gustavson Management For For
1.3 Elect Director Uri P. Harkham Management For For
1.4 Elect Director B. Wayne Hughes, Jr Management For For
1.5 Elect Director Avedick B. Poladian Management For For
1.6 Elect Director Gary E. Pruitt Management For For
1.7 Elect Director Ronald P. Spogli Management For For
1.8 Elect Director Daniel C. Staton 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
 
QUINTILES TRANSNATIONAL HOLDINGS INC.
Meeting Date:  MAY 07, 2015
Record Date:  MAR 05, 2015
Meeting Type:  ANNUAL
Ticker:  Q
Security ID:  74876Y101
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Fred E. Cohen Management For Withhold
1.2 Elect Director John P. Connaughton Management For Withhold
1.3 Elect Director John M. Leonard Management For For
1.4 Elect Director Leonard D. Schaeffer Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Ratify PricewaterhouseCoopers LLP as Auditors Management For For
 
SANDISK CORPORATION
Meeting Date:  JUN 18, 2015
Record Date:  APR 20, 2015
Meeting Type:  ANNUAL
Ticker:  SNDK
Security ID:  80004C101
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Michael E. Marks Management For For
1b Elect Director Irwin Federman Management For For
1c Elect Director Steven J. Gomo Management For For
1d Elect Director Eddy W. Hartenstein Management For For
1e Elect Director Chenming Hu Management For For
1f Elect Director Catherine P. Lego Management For For
1g Elect Director Sanjay Mehrotra Management For For
1h Elect Director D. Scott Mercer 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
 
SCHLUMBERGER LIMITED
Meeting Date:  APR 08, 2015
Record Date:  FEB 11, 2015
Meeting Type:  ANNUAL
Ticker:  SLB
Security ID:  806857108
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Peter L.S. Currie as Director Management For For
1b Elect K. Vaman Kamath as Director Management For For
1c Elect V. Maureen Kempston Darkes as Director Management For For
1d Elect Paal Kibsgaard as Director Management For For
1e Elect Nikolay Kudryavtsev as Director Management For For
1f Elect Michael E. Marks as Director Management For For
1g Elect Indra K. Nooyi as Director Management For For
1h Elect Lubna S. Olayan as Director Management For For
1i Elect Leo Rafael Reif as Director Management For For
1j Elect Tore I. Sandvold as Director Management For For
1k Elect Henri Seydoux as Director 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
 
STATE STREET CORPORATION
Meeting Date:  MAY 20, 2015
Record Date:  MAR 13, 2015
Meeting Type:  ANNUAL
Ticker:  STT
Security ID:  857477103
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Jose E. Almeida Management For For
1b Elect Director Kennett F. Burnes Management For For
1c Elect Director Patrick de Saint-Aignan Management For For
1d Elect Director Amelia C. Fawcett Management For For
1e Elect Director William C. Freda Management For For
1f Elect Director Linda A. Hill Management For For
1g Elect Director Joseph L. Hooley Management For For
1h Elect Director Robert S. Kaplan Management For For
1i Elect Director Richard P. Sergel Management For For
1j Elect Director Ronald L. Skates Management For For
1k Elect Director Gregory L. Summe 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 Ernst & Young LLP as Auditors Management For For
 
SUNCOR ENERGY INC
Meeting Date:  APR 30, 2015
Record Date:  MAR 04, 2015
Meeting Type:  ANNUAL
Ticker:  SU
Security ID:  867224107
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Mel E. Benson Management For For
1.2 Elect Director Jacynthe Cote Management For For
1.3 Elect Director Dominic D'Alessandro Management For For
1.4 Elect Director W. Douglas Ford Management For For
1.5 Elect Director John D. Gass Management For For
1.6 Elect Director John R. Huff Management For For
1.7 Elect Director Maureen McCaw Management For For
1.8 Elect Director Michael W. O'Brien Management For For
1.9 Elect Director James W. Simpson Management For For
1.10 Elect Director Eira M. Thomas Management For For
1.11 Elect Director Steven W. Williams Management For For
1.12 Elect Director Michael M. Wilson Management For For
2 Ratify PricewaterhouseCoopers LLP as Auditors Management For For
3 Amend By-laws Management For For
4 Approve Advance Notice Policy Management For For
5 Advisory Vote on Executive Compensation Approach Management For For
 
SYNOPSYS, INC.
Meeting Date:  APR 02, 2015
Record Date:  FEB 04, 2015
Meeting Type:  ANNUAL
Ticker:  SNPS
Security ID:  871607107
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Aart J. de Geus Management For For
1.2 Elect Director Chi-Foon Chan Management For For
1.3 Elect Director Alfred Castino Management For For
1.4 Elect Director Janice D. Chaffin Management For For
1.5 Elect Director Bruce R. Chizen Management For For
1.6 Elect Director Deborah A. Coleman Management For For
1.7 Elect Director Chrysostomos L. 'Max' Nikias Management For For
1.8 Elect Director John Schwarz Management For For
1.9 Elect Director Roy Vallee Management For For
1.10 Elect Director Steven C. Walske 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 KMPG LLP as Auditors Management For For
 
T. ROWE PRICE GROUP, INC.
Meeting Date:  APR 23, 2015
Record Date:  FEB 20, 2015
Meeting Type:  ANNUAL
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 Edward C. Bernard Management For For
1c Elect Director Mary K. Bush Management For For
1d Elect Director Donald B. Hebb, Jr. Management For For
1e Elect Director Freeman A. Hrabowski, III Management For For
1f Elect Director James A.C. Kennedy Management For For
1g Elect Director Robert F. MacLellan Management For For
1h Elect Director Brian C. Rogers Management For For
1i Elect Director Olympia J. Snowe Management For For
1j Elect Director Alfred Sommer Management For For
1k Elect Director Dwight S. Taylor Management For For
1l Elect Director Anne Marie Whittemore Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Ratify KPMG LL as Auditors Management For For
 
TE CONNECTIVITY LTD.
Meeting Date:  MAR 03, 2015
Record Date:  FEB 11, 2015
Meeting Type:  ANNUAL
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 Juergen W. Gromer Management For For
1c Elect Director William A. Jeffrey Management For For
1d Elect Director Thomas J. Lynch Management For For
1e Elect Director Yong Nam Management For For
1f Elect Director Daniel J. Phelan Management For For
1g Elect Director Lawrence S. Smith Management For For
1h Elect Director Paula A. Sneed Management For For
1i Elect Director David P. Steiner Management For For
1j Elect Director John C. Van Scoter Management For For
1k Elect Director Laura H. Wright Management For For
2 Elect Board Chairman Thomas J. Lynch Management For Against
3a Elect Daniel J. Phelan as Member of Management Development & Compensation Committee Management For For
3b Elect Paula A. Sneed as Member of Management Development & Compensation Committee Management For For
3c Elect David P. Steiner as Member of Management Development & Compensation Committee Management For For
3d Elect John C. Van Scoter as Member of Management Development & Compensation Committee Management For For
4 Designate Jvo Grundler as Independent Proxy Management For For
5.1 Accept Annual Report for Fiscal Year Ended September 26, 2014 Management For For
5.2 Accept Statutory Financial Statements for Fiscal Year Ended September 26, 2014 Management For For
5.3 Approve Consolidated Financial Statements for Fiscal Year Ended September 26, 2014 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 Ending September 25, 2015 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 Amend Articles of Association Re: Implementation of Requirements Under the Swiss Ordinance Regarding Elections and Certain Other Matters Management For For
9 Amend Articles of Association Re: Implementation of the New Legal Requirements Management For For
10 Amend Articles of Association Re: Vote Standard for Shareholder Resolutions and Elections Management For For
11 Amend Articles of Association Re: Applicable Vote Standard for Contested Election of Directors, Chairperson of the Board of Directors or Members of the Compensation Committee Management For For
12 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
13 Approve the Increase in Maximum Aggregate Remuneration of Executive Management Management For For
14 Approve the Increase in Maximum Aggregate Remuneration of Board of Directors Management For For
15 Approve Allocation of Available Earnings for Fiscal Year 2014 Management For For
16 Approve Declaration of Dividend Management For For
17 Renew Authorized Capital Management For Against
18 Approve Reduction of Share Capital Management For For
19 Adjourn Meeting Management For Against
 
TEVA PHARMACEUTICAL INDUSTRIES LTD.
Meeting Date:  JUL 30, 2014
Record Date:  JUN 23, 2014
Meeting Type:  ANNUAL
Ticker:  TEVA
Security ID:  881624209
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Reelect Dan Propper as Director for a Three Year Term Management For For
1.2 Reelect Ory Slonim as Director for a Three Year Term Management For For
2.1 Reelect Joseph Nitzani as External Director and Approve Director's Remuneration Management For For
2.2 Elect Jean-Michel Halfon as External Director and Approve Director's Remuneration Management For For
3.1 Approve Annual Cash Bonus Objectives for CEO and President, for 2014 and Onwards Management For For
3.2 Approve Grant Annual Equity Awards to CEO and President, Starting 2015 Management For For
4 Approve Purchase of D&O Liability Insurance Policie Management For For
5 Reappoint Kesselman & Kesselman as Auditors Management For For
6 Discuss Financial Statements and the Report of the Board for 2013 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
 
THE ALLSTATE CORPORATION
Meeting Date:  MAY 19, 2015
Record Date:  MAR 20, 2015
Meeting Type:  ANNUAL
Ticker:  ALL
Security ID:  020002101
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Robert D. Beyer Management For For
1b Elect Director Kermit R. Crawford Management For For
1c Elect Director Michael L. Eskew Management For For
1d Elect Director Herbert L. Henkel Management For For
1e Elect Director Siddharth N. (Bobby) Mehta Management For For
1f Elect Director Andrea Redmond Management For For
1g Elect Director John W. Rowe Management For For
1h Elect Director Judith A. Sprieser Management For For
1i Elect Director Mary Alice Taylor Management For For
1j 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 Adopt Share Retention Policy For Senior Executives Shareholder Against For
 
THE GAP, INC.
Meeting Date:  MAY 19, 2015
Record Date:  MAR 23, 2015
Meeting Type:  ANNUAL
Ticker:  GPS
Security ID:  364760108
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Domenico De Sole Management For For
1b Elect Director Robert J. Fisher Management For Against
1c Elect Director William S. Fisher Management For For
1d Elect Director Isabella D. Goren Management For For
1e Elect Director Bob L. Martin Management For For
1f Elect Director Jorge P. Montoya Management For For
1g Elect Director Arthur Peck Management For For
1h Elect Director Mayo A. Shattuck, III Management For For
1i Elect Director Katherine Tsang Management For For
1j Elect Director Padmasree Warrior Management For For
2 Ratify Deloitte & Touche LLP as Auditors Management For For
3 Amend Executive Incentive Bonus Plan Management For For
4 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
 
THE GOLDMAN SACHS GROUP, INC.
Meeting Date:  MAY 21, 2015
Record Date:  MAR 23, 2015
Meeting Type:  ANNUAL
Ticker:  GS
Security ID:  38141G104
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Lloyd C. Blankfein Management For For
1b Elect Director M. Michele Burns Management For For
1c Elect Director Gary D. Cohn Management For For
1d Elect Director Mark Flaherty Management For For
1e Elect Director William W. George Management For For
1f Elect Director James A. Johnson Management For For
1g Elect Director Lakshmi N. Mittal Management For For
1h Elect Director Adebayo O. Ogunlesi Management For For
1i Elect Director Peter Oppenheimer Management For For
1j Elect Director Debora L. Spar Management For For
1k Elect Director Mark E. Tucker Management For For
1l Elect Director David A. Viniar Management For For
1m Elect Director Mark O. Winkelman 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 Vote Counting to Exclude Abstentions Shareholder Against Against
6 Report on Certain Vesting Program Shareholder Against Against
7 Provide Right to Act by Written Consent Shareholder Against Against
 
THE WALT DISNEY COMPANY
Meeting Date:  MAR 12, 2015
Record Date:  JAN 12, 2015
Meeting Type:  ANNUAL
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 John S. Chen Management For For
1c Elect Director Jack Dorsey Management For For
1d Elect Director Robert A. Iger Management For For
1e Elect Director Fred H. Langhammer Management For For
1f Elect Director Aylwin B. Lewis Management For For
1g Elect Director Monica C. Lozano Management For For
1h Elect Director Robert W. Matschullat Management For For
1i Elect Director Sheryl K. Sandberg Management For For
1j Elect Director Orin C. Smith Management For For
2 Ratify PricewaterhouseCoopers LLP as Auditors Management For For
3 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
4 Require Independent Board Chairman Shareholder Against For
5 Pro-rata Vesting of Equity Awards Shareholder Against For
 
THERMO FISHER SCIENTIFIC INC.
Meeting Date:  MAY 20, 2015
Record Date:  MAR 27, 2015
Meeting Type:  ANNUAL
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 Judy C. Lewent Management For For
1f Elect Director Thomas J. Lynch Management For For
1g Elect Director Jim P. Manzi Management For For
1h Elect Director William G. Parrett Management For For
1i Elect Director Lars R. Sorensen Management For For
1j Elect Director Scott M. Sperling Management For For
1k Elect Director Elaine S. Ullian Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Ratify PricewaterhouseCoopers LLP as Auditors Management For For
 
TRANSOCEAN LTD.
Meeting Date:  SEP 22, 2014
Record Date:  SEP 03, 2014
Meeting Type:  SPECIAL
Ticker:  RIG
Security ID:  H8817H100
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1 Approve Decrease in Size of Board Management For For
2 Elect Merrill A. "Pete" Miller, Jr. as Director Management For For
 
UNITEDHEALTH GROUP INCORPORATED
Meeting Date:  JUN 01, 2015
Record Date:  APR 02, 2015
Meeting Type:  ANNUAL
Ticker:  UNH
Security ID:  91324P102
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director William C. Ballard, Jr. Management For For
1b Elect Director Edson Bueno Management For For
1c Elect Director Richard T. Burke Management For For
1d Elect Director Robert J. Darretta Management For For
1e Elect Director Stephen J. Hemsley Management For For
1f Elect Director Michele J. Hooper Management For For
1g Elect Director Rodger A. Lawson Management For For
1h Elect Director Glenn M. Renwick Management For For
1i Elect Director Kenneth I. Shine Management For For
1j Elect Director Gail R. Wilensky Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Amend Omnibus Stock Plan Management For For
4 Change State of Incorporation from Minnesota to Delaware Management For For
5 Ratify Deloitte & Touche LLP as Auditors Management For For
6 Require Independent Board Chairman Shareholder Against Against
 
VERIZON COMMUNICATIONS INC.
Meeting Date:  MAY 07, 2015
Record Date:  MAR 09, 2015
Meeting Type:  ANNUAL
Ticker:  VZ
Security ID:  92343V104
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Shellye L. Archambeau Management For For
1.2 Elect Director Mark T. Bertolini Management For For
1.3 Elect Director Richard L. Carrion Management For For
1.4 Elect Director Melanie L. Healey Management For For
1.5 Elect Director M. Frances Keeth Management For For
1.6 Elect Director Lowell C. McAdam Management For For
1.7 Elect Director Donald T. Nicolaisen Management For For
1.8 Elect Director Clarence Otis, Jr. Management For For
1.9 Elect Director Rodney E. Slater Management For For
1.10 Elect Director Kathryn A. Tesija Management For For
1.11 Elect Director Gregory D. Wasson 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 Net Neutrality Shareholder Against For
5 Report on Indirect Political Contributions Shareholder Against For
6 Submit Severance Agreement (Change-in-Control) to Shareholder Vote Shareholder Against For
7 Stock Retention/Holding Period Shareholder Against For
8 Provide Right to Act by Written Consent Shareholder Against For
 
WAL-MART STORES, INC.
Meeting Date:  JUN 05, 2015
Record Date:  APR 10, 2015
Meeting Type:  ANNUAL
Ticker:  WMT
Security ID:  931142103
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Aida M. Alvarez Management For For
1b Elect Director James I. Cash, Jr. Management For For
1c Elect Director Roger C. Corbett Management For For
1d Elect Director Pamela J. Craig Management For For
1e Elect Director Michael T. Duke Management For For
1f Elect Director Timothy P. Flynn Management For For
1g Elect Director Thomas W. Horton Management For For
1h Elect Director Marissa A. Mayer Management For For
1i Elect Director C. Douglas McMillon Management For For
1j Elect Director Gregory B. Penner Management For For
1k Elect Director Steven S. Reinemund Management For For
1l Elect Director Kevin Y. Systrom Management For For
1m Elect Director Jim C. Walton Management For For
1n Elect Director S. Robson Walton Management For For
1o Elect Director Linda S. 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
4 Amend Omnibus Stock Plan Management For For
5 Disclosure of Recoupment Activity from Senior Officers Shareholder Against For
6 Provide Proxy Access Right Shareholder Against For
7 Adopt Quantitative GHG Goals for Maritime Shipping Shareholder Against Abstain
8 Report on Incentive Compensation Plans Shareholder Against For
9 Require Independent Board Chairman Shareholder Against For
 
WALGREEN CO.
Meeting Date:  DEC 29, 2014
Record Date:  NOV 17, 2014
Meeting Type:  SPECIAL
Ticker:  WAG
Security ID:  931422109
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1 Approve Merger Agreement Management For For
2 Issue Shares in Connection with Acquisition Management For For
3 Adjourn Meeting Management For For
 
WALGREENS BOOTS ALLIANCE, INC.
Meeting Date:  MAY 28, 2015
Record Date:  MAR 30, 2015
Meeting Type:  ANNUAL
Ticker:  WBA
Security ID:  931427108
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Janice M. Babiak Management For For
1b Elect Director David J. Brailer Management For For
1c Elect Director Steven A. Davis Management For For
1d Elect Director William C. Foote Management For For
1e Elect Director Ginger L. Graham Management For For
1f Elect Director John A. Lederer Management For For
1g Elect Director Dominic P. Murphy Management For For
1h Elect Director Stefano Pessina Management For For
1i Elect Director Barry Rosenstein Management For For
1j Elect Director Leonard D. Schaeffer Management For For
1k Elect Director Nancy M. Schlichting Management For For
1l Elect Director James A. Skinner 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 Stock Retention Shareholder Against For
5 Pro-rata Vesting of Equity Awards Shareholder Against For
6 Adopt Proxy Access Right Shareholder Against For
7 Include Sustainability as a Performance Measure for Senior Executive Compensation Shareholder Against Abstain
 
WASTE MANAGEMENT, INC.
Meeting Date:  MAY 12, 2015
Record Date:  MAR 16, 2015
Meeting Type:  ANNUAL
Ticker:  WM
Security ID:  94106L109
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Bradbury H. Anderson Management For For
1b Elect Director Frank M. Clark, Jr. Management For For
1c Elect Director Andres R. Gluski Management For For
1d Elect Director Patrick W. Gross Management For For
1e Elect Director Victoria M. Holt Management For For
1f Elect Director John C. Pope Management For For
1g Elect Director W. Robert Reum Management For For
1h Elect Director David P. Steiner Management For For
1i Elect Director Thomas H. Weidemeyer 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
5 Report on Political Contributions Shareholder Against For
6 Pro-rata Vesting of Equity Awards Shareholder Against For
 
ZIONS BANCORPORATION
Meeting Date:  MAY 22, 2015
Record Date:  MAR 19, 2015
Meeting Type:  ANNUAL
Ticker:  ZION
Security ID:  989701107
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Jerry C. Atkin Management For For
1b Elect Director John C. Erickson Management For For
1c Elect Director Patricia Frobes Management For For
1d Elect Director Suren K. Gupta Management For For
1e Elect Director J. David Heaney Management For For
1f Elect Director Vivian S. Lee Management For For
1g Elect Director Edward F. Murphy Management For For
1h Elect Director Roger B. Porter Management For For
1i Elect Director Stephen D. Quinn Management For For
1j Elect Director Harris H. Simmons Management For For
1k Elect Director L. E. Simmons Management For For
1l Elect Director Shelley Thomas Williams Management For For
1m Elect Director Steven C. Wheelwright 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 Require Independent Board Chairman Shareholder Against Against

END NPX REPORT

 

 

 

 

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, thereunto duly authorized.

 

Registrant: Oppenheimer Series Fund on behalf of
  Oppenheimer Value Fund
   
By:    Arthur P. Steinmetz*
  Arthur P. Steinmetz,
  Trustee, President and Principal Executive Officer

 

Date: August 26, 2015

 

*By: /s/ Lisa Bloomberg
  ----------------------------------------
  Lisa Bloomberg, Attorney in Fact