N-PX 1 cutler_npx.htm N-PX

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: 811-07242

 

The Cutler Trust

(Exact name of registrant as specified in charter)

 

525 Bigham Knoll, Jacksonville, OR 97530

(Address of principal executive offices) (Zip code)

 

Erich M. Patten

Cutler Investment Counsel, LLC

525 Bigham Knoll

Jacksonville, OR 97530

(Name and address of agent for service)

 

Copies to:

Cassandra Borchers, Esq.

Thompson Hine LLP

312 Walnut Street

20th Floor

Cincinnati, OH 45202-4089

 

Registrant's telephone number, including area code: 541-770-9000

Date of fiscal year end: June 30th

Date of reporting period: 07/01/21 - 06/30/22

Form N-PX is to be used by a registered management investment company, other than a small business investment company registered on Form N-5 (Secs. 239.24 and 274.5 of this chapter), to file reports with the Commission, not later than August 31 of each year, containing the registrant's proxy voting record for the most recent twelve-month period ended June 30, pursuant to section 30 of the Investment Company Act of 1940 and rule 30b1-4 thereunder (17 CFR 270.30b1-4). The Commission may use the information provided on Form N-PX in its regulatory, disclosure review, inspection, and policymaking roles.

A registrant is required to disclose the information specified by Form N-PX, and the Commission will make this information public. A registrant is not required to respond to the collection of information contained in Form N-PX unless the Form displays a currently valid Office of Management and Budget ("OMB") control number. Please direct comments concerning the accuracy of the information collection burden estimate and any suggestions for reducing the burden to the Secretary, Securities and Exchange Commission, 450 Fifth Street, NW, Washington, DC 20549-0609. The OMB has reviewed this collection of information under the clearance requirements of 44 U.S.C. Sec. 3507.

 
 

 

 

Cutler Equity Fund

Proxy Voting Record

July 1, 2021 – June 30, 2022

 

Investment Company Report

 

THE PROCTER & GAMBLE COMPANY
       
Security 742718109 Meeting Type Annual
       
Ticker Symbol PG Meeting Date 12-Oct-2021
       
ISIN US7427181091 Agenda 935488002 - Management

 

Item Proposal Proposed Vote For/Against  
    by   Management  
           
1A. ELECTION OF DIRECTOR: B. Marc Allen Management For For  
           
1B. ELECTION OF DIRECTOR: Angela F. Braly Management For For  
           
1C. ELECTION OF DIRECTOR: Amy L. Chang Management For For  
           
1D. ELECTION OF DIRECTOR: Joseph Jimenez Management For For  
           
1E. ELECTION OF DIRECTOR: Christopher Kempczinski Management For For  
           
1F. ELECTION OF DIRECTOR: Debra L. Lee Management For For  
           
1G. ELECTION OF DIRECTOR: Terry J. Lundgren Management For For  
           
1H. ELECTION OF DIRECTOR: Christine M. McCarthy Management For For  
           
1I. ELECTION OF DIRECTOR: Jon R. Moeller Management For For  
           
1J. ELECTION OF DIRECTOR: David S. Taylor Management For For  
           
1K. ELECTION OF DIRECTOR: Margaret C. Whitman Management For For  
           
1L. ELECTION OF DIRECTOR: Patricia A. Woertz Management For For  
           
2. Ratify Appointment of the Independent Registered Public Management For For  
  Accounting Firm.        
           
3. Advisory Vote to Approve the Company’s Executive Management For For  
  Compensation (the “Say on Pay” vote).        
           
4. Shareholder Proposal - Inclusion of Non-Management Shareholder Against For  
  Employees on Director Nominee Candidate Lists.        

 

 

MICROSOFT CORPORATION
       
Security 594918104 Meeting Type Annual
       
Ticker Symbol MSFT Meeting Date 30-Nov-2021
       
ISIN US5949181045 Agenda 935505480 - Management

 

Item Proposal Proposed Vote For/Against  
    by   Management  
           
1A. Election of Director: Reid G. Hoffman Management For For  
           
1B. Election of Director: Hugh F. Johnston Management For For  
           
1C. Election of Director: Teri L. List Management For For  
           
1D. Election of Director: Satya Nadella Management For For  
           
1E. Election of Director: Sandra E. Peterson Management For For  
           
1F. Election of Director: Penny S. Pritzker Management For For  
           
1G. Election of Director: Carlos A. Rodriguez Management For For  
           
1H. Election of Director: Charles W. Scharf Management For For  
           
1I. Election of Director: John W. Stanton Management For For  
           
1J. Election of Director: John W. Thompson Management For For  
           
1K. Election of Director: Emma N. Walmsley Management For For  
           
1L. Election of Director: Padmasree Warrior Management For For  
           
2. Advisory vote to approve named executive officer Management For For  
  compensation.        
           
3. Approve Employee Stock Purchase Plan. Management For For  
           
4. Ratification of the Selection of Deloitte & Touche LLP as Management For For  
  our Independent Auditor for Fiscal Year 2022.        
           
5. Shareholder Proposal - Report on median pay gaps Shareholder Against For  
  across race and gender.        
           
6. Shareholder Proposal - Report on effectiveness of Shareholder Against For  
  workplace sexual harassment policies.        
           
7. Shareholder Proposal - Prohibition on sales of facial Shareholder Against For  
  recognition technology to all government entities.        
           
8. Shareholder Proposal - Report on implementation of the Shareholder Against For  
  Fair Chance Business Pledge.        
           
9. Shareholder Proposal - Report on how lobbying activities Shareholder Against For  
  align with company policies.        

 

 

MEDTRONIC PLC
       
Security G5960L103 Meeting Type Annual
       
Ticker Symbol MDT Meeting Date 09-Dec-2021
       
ISIN IE00BTN1Y115 Agenda 935510429 - Management

 

Item Proposal Proposed Vote For/Against  
    by   Management  
           
1A. Election of Director until the 2022 Annual General Management For For  
  Meeting: Richard H. Anderson        
           
1B. Election of Director until the 2022 Annual General Management For For  
  Meeting: Craig Arnold        
           
1C. Election of Director until the 2022 Annual General Management For For  
  Meeting: Scott C. Donnelly        
           
1D. Election of Director until the 2022 Annual General Management For For  
  Meeting: Andrea J. Goldsmith, Ph.D.        
           
1E. Election of Director until the 2022 Annual General Management For For  
  Meeting: Randall J. Hogan, III        
           
1F. Election of Director until the 2022 Annual General Management For For  
  Meeting: Kevin E. Lofton        
           
1G. Election of Director until the 2022 Annual General Management For For  
  Meeting: Geoffrey S. Martha        
           
1H. Election of Director until the 2022 Annual General Management For For  
  Meeting: Elizabeth G. Nabel, M.D.        
           
1I. Election of Director until the 2022 Annual General Management For For  
  Meeting: Denise M. O’Leary        
           
1J. Election of Director until the 2022 Annual General Management For For  
  Meeting: Kendall J. Powell        
           
2. Ratifying, in a non-binding vote, the appointment of Management For For  
  PricewaterhouseCoopers LLP as the Company’s        
  independent auditor for fiscal year 2022 and authorizing,        
  in a binding vote, the Board of Directors, acting through        
  the Audit Committee, to set the auditor’s remuneration.        
           
3. Approving, on an advisory basis, the Company’s Management For For  
  executive compensation.        
           
4. Approving, on an advisory basis, the frequency of Say- Management 1 Year For  
  on-Pay votes.        
           
5. Approving the new 2021 Medtronic plc Long Term Management For For  
  Incentive Plan.        
           
6. Renewing the Board of Directors’ authority to issue Management For For  
  shares under Irish law.        
           
7. Renewing the Board of Directors’ authority to opt out of Management For For  
  pre- emption rights under Irish law.        
           
8. Authorizing the Company and any subsidiary of the Management For For  
  Company to make overseas market purchases of        
  Medtronic ordinary shares.        

 

 

BECTON, DICKINSON AND COMPANY
       
Security 075887109 Meeting Type Annual
       
Ticker Symbol BDX Meeting Date 25-Jan-2022
       
ISIN US0758871091 Agenda 935535128 - Management

 

Item Proposal Proposed Vote For/Against  
    by   Management  
           
1A. Election of Director: Catherine M. Burzik Management For For  
           
1B. Election of Director: Carrie L. Byington Management For For  
           
1C. Election of Director: R. Andrew Eckert Management For For  
           
1D. Election of Director: Claire M. Fraser Management For For  
           
1E. Election of Director: Jeffrey W. Henderson Management For For  
           
1F. Election of Director: Christopher Jones Management For For  
           
1G. Election of Director: Marshall O. Larsen Management For For  
           
1H. Election of Director: David F. Melcher Management For For  
           
1I. Election of Director: Thomas E. Polen Management For For  
           
1J. Election of Director: Claire Pomeroy Management For For  
           
1K. Election of Director: Timothy M. Ring Management For For  
           
1L. Election of Director: Bertram L. Scott Management For For  
           
2. Ratification of the selection of the independent registered Management For For  
  public accounting firm.        
           
3. Advisory vote to approve named executive officer Management For For  
  compensation.        
           
4. A shareholder proposal seeking to lower the ownership Shareholder Against For  
  threshold required to call a special shareholders meeting,        
  if properly presented at the meeting.        

 

 

DEERE & COMPANY
       
Security 244199105 Meeting Type Annual
       
Ticker Symbol DE Meeting Date 23-Feb-2022
       
ISIN US2441991054 Agenda 935540977 - Management

 

Item Proposal Proposed Vote For/Against  
    by   Management  
           
1A. Election of Director: Leanne G. Caret Management For For  
           
1B. Election of Director: Tamra A. Erwin Management For For  
           
1C. Election of Director: Alan C. Heuberger Management For For  
           
1D. Election of Director: Charles O. Holliday, Jr. Management For For  
           
1E. Election of Director: Michael O. Johanns Management For For  
           
1F. Election of Director: Clayton M. Jones Management For For  
           
1G. Election of Director: John C. May Management For For  
           
1H. Election of Director: Gregory R. Page Management For For  
           
1I. Election of Director: Sherry M. Smith Management For For  
           
1J. Election of Director: Dmitri L. Stockton Management For For  
           
1K. Election of Director: Sheila G. Talton Management For For  
           
2. Advisory vote on executive compensation. Management For For  
           
3. Ratification of the appointment of Deloitte & Touche LLP Management For For  
  as Deere’s independent registered public accounting firm        
  for fiscal 2022.        
           
4. Approval of the Nonemployee Director Stock Ownership Management For For  
  Plan.        
           
5. Shareholder Proposal - Special Shareholder Meeting Shareholder Against For  
  Improvement.        

 

 

CARRIER GLOBAL CORPORATION
       
Security 14448C104 Meeting Type Annual
       
Ticker Symbol CARR Meeting Date 14-Apr-2022
       
ISIN US14448C1045 Agenda 935554027 - Management

 

Item Proposal Proposed Vote For/Against  
    by   Management  
           
1A. Election of Director: Jean-Pierre Garnier Management For For  
           
1B. Election of Director: David Gitlin Management For For  
           
1C. Election of Director: John J. Greisch Management For For  
           
1D. Election of Director: Charles M. Holley, Jr. Management For For  
           
1E. Election of Director: Michael M. McNamara Management For For  
           
1F. Election of Director: Michael A. Todman Management For For  
           
1G. Election of Director: Virginia M. Wilson Management For For  
           
1H. Election of Director: Beth A. Wozniak Management For For  
           
2. Advisory Vote to Approve Named Executive Officer Management For For  
  Compensation.        
           
3. Ratify Appointment of PricewaterhouseCoopers LLP to Management For For  
  Serve as Independent Auditor for 2022.        

 

 

RAYTHEON TECHNOLOGIES
       
Security 75513E101 Meeting Type Annual
       
Ticker Symbol RTX Meeting Date 25-Apr-2022
       
ISIN US75513E1010 Agenda 935559673 - Management

 

Item Proposal Proposed Vote For/Against  
    by   Management  
           
1A. Election of Director: Tracy A. Atkinson Management For For  
           
1B. Election of Director: Bernard A.Harris,Jr. Management For For  
           
1C. Election of Director: Gregory J. Hayes Management For For  
           
1D. Election of Director: George R. Oliver Management For For  
           
1E. Election of Director: Robert K. (Kelly) Ortberg Management For For  
           
1F. Election of Director: Margaret L. O’Sullivan Management For For  
           
1G. Election of Director: Dinesh C. Paliwal Management For For  
           
1H. Election of Director: Ellen M. Pawlikowski Management For For  
           
1I. Election of Director: Denise L. Ramos Management For For  
           
1J. Election of Director: Fredric G. Reynolds Management For For  
           
1K. Election of Director: Brian C. Rogers Management For For  
           
1L. Election of Director: James A. Winnefeld, Jr. Management For For  
           
1M. Election of Director: Robert O. Work Management For For  
           
2. Advisory Vote to Approve Executive Compensation Management For For  
           
3. Appoint PricewaterhouseCoopers LLP to Serve as Management For For  
  Independent Auditor for 2022        
           
4. Approve an Amendment to the Restated Certificate of Management For For  
  Incorporation to Reduce the Voting Threshold Required        
  to Repeal Article Ninth        

 

 

M&T BANK CORPORATION
       
Security 55261F104 Meeting Type Annual
       
Ticker Symbol MTB Meeting Date 25-Apr-2022
       
ISIN US55261F1049 Agenda 935564559 - Management

 

Item Proposal Proposed Vote For/Against  
    by   Management  
           
1A. Election Of Director for one-year term: John P. Barnes Management For For  
  (The election of Barnes is subject to the completion of the        
  People’s United Financial, Inc. acquisition. Should the        
  acquisition not close by the Annual Meeting, their        
  elections will not be considered at the Annual Meeting.)        
           
1B. Election Of Director for one-year term: Robert T. Brady Management For For  
           
1C. Election Of Director for one-year term: Calvin G. Butler, Management For For  
  Jr.        
           
1D. Election Of Director for one-year term: Jane Chwick (The Management For For  
  election of Ms. Chwick is subject to the completion of the        
  People’s United Financial, Inc. acquisition. Should the        
  acquisition not close by the Annual Meeting, their        
  elections will not be considered at the Annual Meeting.)        
           
1E. Election Of Director for one-year term: William F. Cruger, Management For For  
  Jr. (The election of Cruger is subject to the completion of        
  the People’s United Financial, Inc. acquisition. Should the        
  acquisition not close by the Annual Meeting, their        
  elections will not be considered at the Annual Meeting.)        
           
1F. Election Of Director for one-year term: T. Jefferson Management For For  
  Cunningham III        
           
1G. Election Of Director for one-year term: Gary N. Geisel Management For For  
           
1H. Election Of Director for one-year term: Leslie V. Godridge Management For For  
           
1I. Election Of Director for one-year term: René F. Jones Management For For  
           
1J. Election Of Director for one-year term: Richard H. Management For For  
  Ledgett, Jr.        
           
1K. Election Of Director for one-year term: Melinda R. Rich Management For For  
           
1L. Election Of Director for one-year term: Robert E. Sadler, Management For For  
  Jr.        
           
1M. Election Of Director for one-year term: Denis J. Management For For  
  Salamone        
           
1N. Election Of Director for one-year term: John R. Scannell Management For For  
           
1O. Election Of Director for one-year term: Rudina Seseri Management For For  
           
1P. Election Of Director for one-year term: Kirk W. Walters Management For For  
  (The election of Walters is subject to the completion of        
  the People’s United Financial, Inc. acquisition. Should the        
  acquisition not close by the Annual Meeting, their        
  elections will not be considered at the Annual Meeting.)        
           
1Q. Election Of Director for one-year term: Herbert L. Management For For  
  Washington        
           
2. TO APPROVE THE 2021 COMPENSATION OF M&T Management For For  
  BANK CORPORATION’S NAMED EXECUTIVE        
  OFFICERS.        
           
3. TO RATIFY THE APPOINTMENT OF Management For For  
  PRICEWATERHOUSECOOPERS LLP AS THE        
  INDEPENDENT REGISTERED PUBLIC ACCOUNTING        
  FIRM OF M&T BANK CORPORATION FOR THE YEAR        
  ENDING DECEMBER 31, 2022.        

 

 

INTERNATIONAL BUSINESS MACHINES CORP.
       
Security 459200101 Meeting Type Annual
       
Ticker Symbol IBM Meeting Date 26-Apr-2022
       
ISIN US4592001014 Agenda 935559483 - Management

 

Item Proposal Proposed Vote For/Against  
    by   Management  
           
1A. Election of Director for a Term of One Year: Thomas Management For For  
  Buberl        
           
1B. Election of Director for a Term of One Year: David N. Farr Management For For  
           
1C. Election of Director for a Term of One Year: Alex Gorsky Management For For  
           
1D. Election of Director for a Term of One Year: Michelle J. Management For For  
  Howard        
           
1E. Election of Director for a Term of One Year: Arvind Management For For  
  Krishna        
           
1F. Election of Director for a Term of One Year: Andrew N. Management For For  
  Liveris        
           
1G. Election of Director for a Term of One Year: F. William Management For For  
  McNabb III        
           
1H. Election of Director for a Term of One Year: Martha E. Management For For  
  Pollack        
           
1I. Election of Director for a Term of One Year: Joseph R. Management For For  
  Swedish        
           
1J. Election of Director for a Term of One Year: Peter R. Management For For  
  Voser        
           
1K. Election of Director for a Term of One Year: Frederick H. Management For For  
  Waddell        
           
1L. Election of Director for a Term of One Year: Alfred W. Management For For  
  Zollar        
           
2. Ratification of Appointment of Independent Registered Management For For  
  Public Accounting Firm.        
           
3. Advisory Vote on Executive Compensation. Management For For  
           
4. Stockholder Proposal to Lower Special Meeting Right Shareholder Against For  
  Ownership Threshold.        
           
5. Stockholder Proposal to Have An Independent Board Shareholder Against For  
  Chairman.        
           
6. Stockholder Proposal Requesting Public Report on the Shareholder Against For  
  use of Concealment Clauses.        

 

 

NORTHERN TRUST CORPORATION
       
Security 665859104 Meeting Type Annual
       
Ticker Symbol NTRS Meeting Date 26-Apr-2022
       
ISIN US6658591044 Agenda 935559623 - Management

 

Item Proposal Proposed Vote For/Against  
    by   Management  
           
1A. Election of Director: Linda Walker Bynoe Management For For  
           
1B. Election of Director: Susan Crown Management For For  
           
1C. Election of Director: Dean M. Harrison Management For For  
           
1D. Election of Director: Jay L. Henderson Management For For  
           
1E. Election of Director: Marcy S. Klevorn Management For For  
           
1F. Election of Director: Siddharth N. (Bobby) Mehta Management For For  
           
1G. Election of Director: Michael G. O’Grady Management For For  
           
1H. Election of Director: Jose Luis Prado Management For For  
           
1I. Election of Director: Martin P. Slark Management For For  
           
1J. Election of Director: David H. B. Smith, Jr. Management For For  
           
1K. Election of Director: Donald Thompson Management For For  
           
1L. Election of Director: Charles A. Tribbett III Management For For  
           
2. Approval, by an advisory vote, of the 2021 compensation Management For For  
  of the Corporation’s named executive officers.        
           
3. Ratification of the appointment of KPMG LLP as the Management For For  
  Corporation’s independent registered public accounting        
  firm for the fiscal year ending December 31, 2022.        

 

 

THE PNC FINANCIAL SERVICES GROUP, INC.
       
Security 693475105 Meeting Type Annual
       
Ticker Symbol PNC Meeting Date 27-Apr-2022
       
ISIN US6934751057 Agenda 935558607 - Management

 

Item Proposal Proposed Vote For/Against  
    by   Management  
           
1A. Election of Director: Joseph Alvarado Management For For  
           
1B. Election of Director: Debra A. Cafaro Management For For  
           
1C. Election of Director: Marjorie Rodgers Cheshire Management For For  
           
1D. Election of Director: William S. Demchak Management For For  
           
1E. Election of Director: Andrew T. Feldstein Management For For  
           
1F. Election of Director: Richard J. Harshman Management For For  
           
1G. Election of Director: Daniel R. Hesse Management For For  
           
1H. Election of Director: Linda R. Medler Management For For  
           
1I. Election of Director: Robert A. Niblock Management For For  
           
1J. Election of Director: Martin Pfinsgraff Management For For  
           
1K. Election of Director: Bryan S. Salesky Management For For  
           
1L. Election of Director: Toni Townes-Whitley Management For For  
           
1M. Election of Director: Michael J. Ward Management For For  
           
2. Ratification of the Audit Committee’s selection of Management For For  
  PricewaterhouseCoopers LLP as PNC’s independent        
  registered public accounting firm for 2022.        
           
3. Advisory vote to approve named executive officer Management For For  
  compensation.        
           
4. Shareholder proposal regarding report on risk Shareholder Against For  
  management and the nuclear weapons industry.        

 

 

TEXAS INSTRUMENTS INCORPORATED
       
Security 882508104 Meeting Type Annual
       
Ticker Symbol TXN Meeting Date 28-Apr-2022
       
ISIN US8825081040 Agenda 935560842 - Management

 

Item Proposal Proposed Vote For/Against  
    by   Management  
           
1A. Election of Director: Mark A. Blinn Management For For  
           
1B. Election of Director: Todd M. Bluedorn Management For For  
           
1C. Election of Director: Janet F. Clark Management For For  
           
1D. Election of Director: Carrie S. Cox Management For For  
           
1E. Election of Director: Martin S. Craighead Management For For  
           
1F. Election of Director: Jean M. Hobby Management For For  
           
1G. Election of Director: Michael D. Hsu Management For For  
           
1H. Election of Director: Haviv Ilan Management For For  
           
1I. Election of Director: Ronald Kirk Management For For  
           
1J. Election of Director: Pamela H. Patsley Management For For  
           
1K. Election of Director: Robert E. Sanchez Management For For  
           
1L. Election of Director: Richard K. Templeton Management For For  
           
2. Board proposal regarding advisory approval of the Management For For  
  Company’s executive compensation.        
           
3. Board proposal to ratify the appointment of Ernst & Management For For  
  Young LLP as the Company’s independent registered        
  public accounting firm for 2022.        
           
4. Stockholder proposal to permit a combined 10% of Shareholder Against For  
  stockholders to call a special meeting.        

 

 

JOHNSON & JOHNSON
       
Security 478160104 Meeting Type Annual
       
Ticker Symbol JNJ Meeting Date 28-Apr-2022
       
ISIN US4781601046 Agenda 935562997 - Management

 

Item Proposal Proposed Vote For/Against  
    by   Management  
           
1A. Election of Director: Darius Adamczyk Management For For  
           
1B. Election of Director: Mary C. Beckerle Management For For  
           
1C. Election of Director: D. Scott Davis Management For For  
           
1D. Election of Director: Ian E. L. Davis Management For For  
           
1E. Election of Director: Jennifer A. Doudna Management For For  
           
1F. Election of Director: Joaquin Duato Management For For  
           
1G. Election of Director: Alex Gorsky Management For For  
           
1H. Election of Director: Marillyn A. Hewson Management For For  
           
1I. Election of Director: Hubert Joly Management For For  
           
1J. Election of Director: Mark B. McClellan Management For For  
           
1K. Election of Director: Anne M. Mulcahy Management For For  
           
1L. Election of Director: A. Eugene Washington Management For For  
           
1M. Election of Director: Mark A. Weinberger Management For For  
           
1N. Election of Director: Nadja Y. West Management For For  
           
2. Advisory Vote to Approve Named Executive Officer Management For For  
  Compensation.        
           
3. Approval of the Company’s 2022 Long-Term Incentive Management For For  
  Plan.        
           
4. Ratification of Appointment of PricewaterhouseCoopers Management For For  
  LLP as the Independent Registered Public Accounting        
  Firm for 2022.        
           
5. Proposal Withdrawn (Federal Securities Laws Mandatory Shareholder Abstain    
  Arbitration Bylaw).        
           
6. Civil Rights, Equity, Diversity & Inclusion Audit Proposal. Shareholder Against For  
           
7. Third Party Racial Justice Audit. Shareholder Against For  
           
8. Report on Government Financial Support and Access to Shareholder Against For  
  COVID-19 Vaccines and Therapeutics.        
           
9. Report on Public Health Costs of Protecting Vaccine Shareholder Against For  
  Technology.        
           
10. Discontinue Global Sales of Baby Powder Containing Shareholder Against For  
  Talc.        
           
11. Request for Charitable Donations Disclosure. Shareholder Against For  
           
12. Third Party Review and Report on Lobbying Activities Shareholder Against For  
  Alignment with Position on Universal Health Coverage.        
           
13. Adopt Policy to Include Legal and Compliance Costs in Shareholder Against For  
  Incentive Compensation Metrics.        
           
14. CEO Compensation to Weigh Workforce Pay and Shareholder For Against  
  Ownership.        

 

 

BRISTOL-MYERS SQUIBB COMPANY
       
Security 110122108 Meeting Type Annual
       
Ticker Symbol BMY Meeting Date 03-May-2022
       
ISIN US1101221083 Agenda 935571782 - Management

 

Item Proposal Proposed Vote For/Against  
    by   Management  
           
1A) Election of Director: Peter J. Arduini Management For For  
           
1B) Election of Director: Giovanni Caforio, M.D. Management For For  
           
1C) Election of Director: Julia A. Haller, M.D. Management For For  
           
1D) Election of Director: Manuel Hidalgo Medina, M.D., Ph.D. Management For For  
           
1E) Election of Director: Paula A. Price Management For For  
           
1F) Election of Director: Derica W. Rice Management For For  
           
1G) Election of Director: Theodore R. Samuels Management For For  
           
1H) Election of Director: Gerald L. Storch Management For For  
           
1I) Election of Director: Karen H. Vousden, Ph.D. Management For For  
           
1J) Election of Director: Phyllis R. Yale Management For For  
           
2. Advisory Vote to Approve the Compensation of our Management For For  
  Named Executive Officers.        
           
3. Ratification of the Appointment of an Independent Management For For  
  Registered Public Accounting Firm.        
           
4. Shareholder Proposal to Lower the Ownership Threshold Shareholder Against For  
  for Special Shareholder Meetings to 10%.        
           
5. Shareholder Proposal on the Adoption of a Board Policy Shareholder Against For  
  that the Chairperson of the Board be an Independent        
  Director.        

 

 

PEPSICO, INC.
       
Security 713448108 Meeting Type Annual
       
Ticker Symbol PEP Meeting Date 04-May-2022
       
ISIN US7134481081 Agenda 935567997 - Management

 

Item Proposal Proposed Vote For/Against  
    by   Management  
           
1A. Election of Director: Segun Agbaje Management For For  
           
1B. Election of Director: Shona L. Brown Management For For  
           
1C. Election of Director: Cesar Conde Management For For  
           
1D. Election of Director: Ian Cook Management For For  
           
1E. Election of Director: Edith W. Cooper Management For For  
           
1F. Election of Director: Dina Dublon Management For For  
           
1G. Election of Director: Michelle Gass Management For For  
           
1H. Election of Director: Ramon L. Laguarta Management For For  
           
1I. Election of Director: Dave Lewis Management For For  
           
1J. Election of Director: David C. Page Management For For  
           
1K. Election of Director: Robert C. Pohlad Management For For  
           
1L. Election of Director: Daniel Vasella Management For For  
           
1M. Election of Director: Darren Walker Management For For  
           
1N. Election of Director: Alberto Weisser Management For For  
           
2. Ratification of the appointment of KPMG LLP as the Management For For  
  Company’s independent registered public accounting firm        
  for fiscal year 2022.        
           
3. Advisory approval of the Company’s executive Management For For  
  compensation.        
           
4. Shareholder Proposal - Independent Board Chairman. Shareholder Against For  
           
5. Shareholder Proposal - Report on Global Public Policy Shareholder Against For  
  and Political Influence Outside the U.S.        
           
6. Shareholder Proposal - Report on Public Health Costs. Shareholder Against For  

 

 

PRUDENTIAL FINANCIAL, INC.
       
Security 744320102 Meeting Type Annual
       
Ticker Symbol PRU Meeting Date 10-May-2022
       
ISIN US7443201022 Agenda 935580577 - Management

 

Item Proposal Proposed Vote For/Against  
    by   Management  
           
1A. Election of Director: Thomas J. Baltimore, Jr. Management For For  
           
1B. Election of Director: Gilbert F. Casellas Management For For  
           
1C. Election of Director: Robert M. Falzon Management For For  
           
1D. Election of Director: Martina Hund-Mejean Management For For  
           
1E. Election of Director: Wendy Jones Management For For  
           
1F. Election of Director: Karl J. Krapek Management For For  
           
1G. Election of Director: Peter R. Lighte Management For For  
           
1H. Election of Director: Charles F. Lowrey Management For For  
           
1I. Election of Director: George Paz Management For For  
           
1J. Election of Director: Sandra Pianalto Management For For  
           
1K. Election of Director: Christine A. Poon Management For For  
           
1L. Election of Director: Douglas A. Scovanner Management For For  
           
1M. Election of Director: Michael A. Todman Management For For  
           
2. Ratification of the appointment of Management For For  
  PricewaterhouseCoopers LLP as our independent        
  registered public accounting firm for 2022.        
           
3. Advisory vote to approve named executive officer Management For For  
  compensation.        
           
4. Shareholder proposal to adopt the right to act by written Shareholder Against For  
  consent.        

 

 

UNION PACIFIC CORPORATION
       
Security 907818108 Meeting Type Annual
       
Ticker Symbol UNP Meeting Date 12-May-2022
       
ISIN US9078181081 Agenda 935575071 - Management

 

Item Proposal Proposed Vote For/Against  
    by   Management  
           
1A. Election of Director: William J. DeLaney Management For For  
           
1B. Election of Director: David B. Dillon Management For For  
           
1C. Election of Director: Sheri H. Edison Management For For  
           
1D. Election of Director: Teresa M. Finley Management For For  
           
1E. Election of Director: Lance M. Fritz Management For For  
           
1F. Election of Director: Deborah C. Hopkins Management For For  
           
1G. Election of Director: Jane H. Lute Management For For  
           
1H. Election of Director: Michael R. McCarthy Management For For  
           
1I. Election of Director: Jose H. Villarreal Management For For  
           
1J. Election of Director: Christopher J. Williams Management For For  
           
2. Ratification of the appointment of Deloitte & Touche LLP Management For For  
  as the independent registered public accounting firm of        
  the Company for 2022.        
           
3. An advisory vote on executive compensation (“Say On Management For For  
  Pay”).        

 

 

INTEL CORPORATION
       
Security 458140100 Meeting Type Annual
       
Ticker Symbol INTC Meeting Date 12-May-2022
       
ISIN US4581401001 Agenda 935577013 - Management

 

Item Proposal Proposed Vote For/Against  
    by   Management  
           
1A. Election of Director: Patrick P. Gelsinger Management For For  
           
1B. Election of Director: James J. Goetz Management For For  
           
1C. Election of Director: Andrea J. Goldsmith Management For For  
           
1D. Election of Director: Alyssa H. Henry Management For For  
           
1E. Election of Director: Omar Ishrak Management For For  
           
1F. Election of Director: Risa Lavizzo-Mourey Management For For  
           
1G. Election of Director: Tsu-Jae King Liu Management For For  
           
1H. Election of Director: Gregory D. Smith Management For For  
           
1I. Election of Director: Dion J. Weisler Management For For  
           
1J. Election of Director: Frank D. Yeary Management For For  
           
2. Ratification of selection of Ernst & Young LLP as our Management For For  
  independent registered public accounting firm for 2022.        
           
3. Advisory vote to approve executive compensation of our Management For For  
  listed officers.        
           
4. Approval of amendment and restatement of the 2006 Management For For  
  Equity Incentive Plan.        
           
5. Stockholder proposal requesting amendment to the Shareholder Against For  
  company’s stockholder special meeting right, if properly        
  presented at the meeting.        
           
6. Stockholder proposal requesting a third-party audit and Shareholder Against For  
  report on whether written policies or unwritten norms at        
  the company reinforce racism in company culture, if        
  properly presented at the meeting.        

 

 

REPUBLIC SERVICES, INC.
       
Security 760759100 Meeting Type Annual
       
Ticker Symbol RSG Meeting Date 16-May-2022
       
ISIN US7607591002 Agenda 935591277 - Management

 

Item Proposal Proposed Vote For/Against  
    by   Management  
           
1A. Election of Director: Manuel Kadre Management For For  
           
1B. Election of Director: Tomago Collins Management For For  
           
1C. Election of Director: Michael A. Duffy Management For For  
           
1D. Election of Director: Thomas W. Handley Management For For  
           
1E. Election of Director: Jennifer M. Kirk Management For For  
           
1F. Election of Director: Michael Larson Management For For  
           
1G. Election of Director: Kim S. Pegula Management For For  
           
1H. Election of Director: James P. Snee Management For For  
           
1I. Election of Director: Brian S. Tyler Management For For  
           
1J. Election of Director: Jon Vander Ark Management For For  
           
1K. Election of Director: Sandra M. Volpe Management For For  
           
1L. Election of Director: Katharine B. Weymouth Management For For  
           
2. Advisory vote to approve our named executive officer Management For For  
  compensation.        
           
3. Ratification of the appointment of Ernst & Young LLP as Management For For  
  our independent registered public accounting firm for        
  2022.        
           
4. Shareholder Proposal to amend the Company’s clawback Shareholder Against For  
  policy for senior executives.        
           
5. Shareholder Proposal to commission a third-party Shareholder Against For  
  environmental justice audit.        
           
6. Shareholder Proposal to commission a third-party civil Shareholder Against For  
  rights audit.        

 

 

JPMORGAN CHASE & CO.
       
Security 46625H100 Meeting Type Annual
       
Ticker Symbol JPM Meeting Date 17-May-2022
       
ISIN US46625H1005 Agenda 935580515 - Management

 

Item Proposal Proposed Vote For/Against  
    by   Management  
           
1a. Election of Director: Linda B. Bammann Management For For  
           
1b. Election of Director: Stephen B. Burke Management For For  
           
1c. Election of Director: Todd A. Combs Management For For  
           
1d. Election of Director: James S. Crown Management For For  
           
1e. Election of Director: James Dimon Management For For  
           
1f. Election of Director: Timothy P. Flynn Management For For  
           
1g. Election of Director: Mellody Hobson Management For For  
           
1h. Election of Director: Michael A. Neal Management For For  
           
1i. Election of Director: Phebe N. Novakovic Management For For  
           
1j. Election of Director: Virginia M. Rometty Management For For  
           
2. Advisory resolution to approve executive compensation Management For For  
           
3. Ratification of independent registered public accounting Management For For  
  firm        
           
4. Fossil fuel financing Shareholder Against For  
           
5. Special shareholder meeting improvement Shareholder Against For  
           
6. Independent board chairman Shareholder Against For  
           
7. Board diversity resolution Shareholder Against For  
           
8. Conversion to public benefit corporation Shareholder Against For  
           
9. Report on setting absolute contraction targets Shareholder Against For  

 

 

THE CHARLES SCHWAB CORPORATION
       
Security 808513105 Meeting Type Annual
       
Ticker Symbol SCHW Meeting Date 17-May-2022
       
ISIN US8085131055 Agenda 935587836 - Management

 

Item Proposal Proposed Vote For/Against  
    by   Management  
           
1A. Election of Director: John K. Adams, Jr. Management For For  
           
1B. Election of Director: Stephen A. Ellis Management For For  
           
1C. Election of Director: Brian M. Levitt Management For For  
           
1D. Election of Director: Arun Sarin Management For For  
           
1E. Election of Director: Charles R. Schwab Management For For  
           
1F. Election of Director: Paula A. Sneed Management For For  
           
2. Approval of amendments to Certificate of Incorporation Management For For  
  and Bylaws to declassify the board of directors.        
           
3. Ratification of the selection of Deloitte & Touche LLP as Management For For  
  independent auditors.        
           
4. Advisory vote to approve named executive officer Management For For  
  compensation.        
           
5. Approval of the 2022 Stock Incentive Plan. Management For For  
           
6. Approval of the board’s proposal to amend Bylaws to Management For For  
  adopt proxy access.        
           
7. Stockholder Proposal requesting amendment to Bylaws Shareholder For Against  
  to adopt proxy access.        
           
8. Stockholder Proposal requesting disclosure of lobbying Shareholder Against For  
  policy, procedures and oversight; lobbying expenditures;        
  and participation in organizations engaged in lobbying.        

 

 

MARSH & MCLENNAN COMPANIES, INC.
       
Security 571748102 Meeting Type Annual
       
Ticker Symbol MMC Meeting Date 19-May-2022
       
ISIN US5717481023 Agenda 935591330 - Management

 

Item Proposal Proposed Vote For/Against  
    by   Management  
           
1A. Election of Director: Anthony K. Anderson Management For For  
           
1B. Election of Director: Hafize Gaye Erkan Management For For  
           
1C. Election of Director: Oscar Fanjul Management For For  
           
1D. Election of Director: Daniel S. Glaser Management For For  
           
1E. Election of Director: H. Edward Hanway Management For For  
           
1F. Election of Director: Deborah C. Hopkins Management For For  
           
1G. Election of Director: Tamara Ingram Management For For  
           
1H. Election of Director: Jane H. Lute Management For For  
           
1I. Election of Director: Steven A. Mills Management For For  
           
1J. Election of Director: Bruce P. Nolop Management For For  
           
1K. Election of Director: Morton O. Schapiro Management For For  
           
1L. Election of Director: Lloyd M. Yates Management For For  
           
1M. Election of Director: R. David Yost Management For For  
           
2. Advisory (Nonbinding) Vote to Approve Named Executive Management For For  
  Officer Compensation        
           
3. Ratification of Selection of Independent Registered Public Management For For  
  Accounting Firm        

 

 

MERCK & CO., INC.
       
Security 58933Y105 Meeting Type Annual
       
Ticker Symbol MRK Meeting Date 24-May-2022
       
ISIN US58933Y1055 Agenda 935591570 - Management

 

Item Proposal Proposed Vote For/Against  
    by   Management  
           
1A. Election of Director: Douglas M. Baker, Jr. Management For For  
           
1B. Election of Director: Mary Ellen Coe Management For For  
           
1C. Election of Director: Pamela J. Craig Management For For  
           
1D. Election of Director: Robert M. Davis Management For For  
           
1E. Election of Director: Kenneth C. Frazier Management For For  
           
1F. Election of Director: Thomas H. Glocer Management For For  
           
1G. Election of Director: Risa J. Lavizzo-Mourey, M.D. Management For For  
           
1H. Election of Director: Stephen L. Mayo, Ph.D. Management For For  
           
1I. Election of Director: Paul B. Rothman, M.D. Management For For  
           
1J. Election of Director: Patricia F. Russo Management For For  
           
1K. Election of Director: Christine E. Seidman, M.D. Management For For  
           
1L. Election of Director: Inge G. Thulin Management For For  
           
1M. Election of Director: Kathy J. Warden Management For For  
           
1N. Election of Director: Peter C. Wendell Management For For  
           
2. Non-binding advisory vote to approve the compensation Management For For  
  of our named executive officers.        
           
3. Ratification of the appointment of the Company’s Management For For  
  independent registered public accounting firm for 2022.        
           
4. Shareholder proposal regarding an independent board Shareholder Against For  
  chairman.        
           
5. Shareholder proposal regarding access to COVID-19 Shareholder Against For  
  products.        
           
6. Shareholder proposal regarding lobbying expenditure Shareholder Against For  
  disclosure.        

 

 

CHEVRON CORPORATION
       
Security 166764100 Meeting Type Annual
       
Ticker Symbol CVX Meeting Date 25-May-2022
       
ISIN US1667641005 Agenda 935603882 - Management

 

Item Proposal Proposed Vote For/Against  
    by   Management  
           
1A. Election of Director: Wanda M. Austin Management For For  
           
1B. Election of Director: John B. Frank Management For For  
           
1C. Election of Director: Alice P. Gast Management For For  
           
1D. Election of Director: Enrique Hernandez, Jr. Management For For  
           
1E. Election of Director: Marillyn A. Hewson Management For For  
           
1F. Election of Director: Jon M. Huntsman Jr. Management For For  
           
1G. Election of Director: Charles W. Moorman Management For For  
           
1H. Election of Director: Dambisa F. Moyo Management For For  
           
1I. Election of Director: Debra Reed-Klages Management For For  
           
1J. Election of Director: Ronald D. Sugar Management For For  
           
1K. Election of Director: D. James Umpleby III Management For For  
           
1L. Election of Director: Michael K. Wirth Management For For  
           
2. Ratification of Appointment of PricewaterhouseCoopers Management For For  
  LLP as the Independent Registered Public Accounting        
  Firm        
           
3. Advisory Vote to Approve Named Executive Officer Management For For  
  Compensation        
           
4. Approve the 2022 Long-Term Incentive Plan of Chevron Management For For  
  Corporation        
           
5. Adopt Medium- and Long-Term GHG Reduction Targets Shareholder Against For  
           
6. Report on Impacts of Net Zero 2050 Scenario Shareholder Against For  
           
7. Report on Reliability of Methane Emission Disclosures Management For For  
           
8. Report on Business with Conflict-Complicit Governments Shareholder Against For  
           
9. Report on Racial Equity Audit Shareholder Against For  
           
10. Special Meetings Shareholder Against For  

 

 

EXXON MOBIL CORPORATION
       
Security 30231G102 Meeting Type Annual
       
Ticker Symbol XOM Meeting Date 25-May-2022
       
ISIN US30231G1022 Agenda 935604214 - Management

 

Item Proposal Proposed Vote For/Against  
    by   Management  
           
1A. Election of Director: Michael J. Angelakis Management For For  
           
1B. Election of Director: Susan K. Avery Management For For  
           
1C. Election of Director: Angela F. Braly Management For For  
           
1D. Election of Director: Ursula M. Burns Management For For  
           
1E. Election of Director: Gregory J. Goff Management For For  
           
1F. Election of Director: Kaisa H. Hietala Management For For  
           
1G. Election of Director: Joseph L. Hooley Management For For  
           
1H. Election of Director: Steven A. Kandarian Management For For  
           
1I. Election of Director: Alexander A. Karsner Management For For  
           
1J. Election of Director: Jeffrey W. Ubben Management For For  
           
1K. Election of Director: Darren W. Woods Management For For  
           
2. Ratification of Independent Auditors Management For For  
           
3. Advisory Vote to Approve Executive Compensation Management For For  
           
4. Remove Executive Perquisites Shareholder Against For  
           
5. Limit Shareholder Rights for Proposal Submission Shareholder Against For  
           
6. Reduce Company Emissions and Hydrocarbon Sales Shareholder Against For  
           
7. Report on Low Carbon Business Planning Shareholder Against For  
           
8. Report on Scenario Analysis Shareholder Against For  
           
9. Report on Plastic Production Shareholder Against For  
           
10. Report on Political Contributions Shareholder Against For  

 

 

BLACKROCK, INC.
       
Security 09247X101 Meeting Type Annual
       
Ticker Symbol BLK Meeting Date 25-May-2022
       
ISIN US09247X1019 Agenda 935606890 - Management

 

Item Proposal Proposed Vote For/Against  
    by   Management  
           
1A. Election of Director: Bader M. Alsaad Management For For  
           
1B. Election of Director: Pamela Daley Management For For  
           
1C. Election of Director: Laurence D. Fink Management For For  
           
1D. Election of Director: Beth Ford Management For For  
           
1E. Election of Director: William E. Ford Management For For  
           
1F. Election of Director: Fabrizio Freda Management For For  
           
1G. Election of Director: Murry S. Gerber Management For For  
           
1H. Election of Director: Margaret “Peggy” L. Johnson Management For For  
           
1I. Election of Director: Robert S. Kapito Management For For  
           
1J. Election of Director: Cheryl D. Mills Management For For  
           
1K. Election of Director: Gordon M. Nixon Management For For  
           
1L. Election of Director: Kristin C. Peck Management For For  
           
1M. Election of Director: Charles H. Robbins Management For For  
           
1N. Election of Director: Marco Antonio Slim Domit Management For For  
           
1O. Election of Director: Hans E. Vestberg Management For For  
           
1P. Election of Director: Susan L. Wagner Management For For  
           
1Q. Election of Director: Mark Wilson Management For For  
           
2. Approval, in a non-binding advisory vote, of the Management For For  
  compensation for named executive officers.        
           
3. Ratification of the appointment of Deloitte LLP as Management For For  
  BlackRock’s independent registered public accounting        
  firm for the fiscal year 2022.        
           
4. Shareholder Proposal - Adopt stewardship policies Shareholder Against For  
  designed to curtail corporate activities that externalize        
  social and environmental costs.        

 

 

DUPONT DE NEMOURS, INC.
       
Security 26614N102 Meeting Type Annual
       
Ticker Symbol DD Meeting Date 26-May-2022
       
ISIN US26614N1028 Agenda 935594449 - Management

 

Item Proposal Proposed Vote For/Against  
    by   Management  
           
1A. Election of Director: Amy G. Brady Management For For  
           
1B. Election of Director: Edward D. Breen Management For For  
           
1C. Election of Director: Ruby R. Chandy Management For For  
           
1D. Election of Director: Terrence R. Curtin Management For For  
           
1E. Election of Director: Alexander M. Cutler Management For For  
           
1F. Election of Director: Eleuthère I. du Pont Management For For  
           
1G. Election of Director: Kristina M. Johnson Management For For  
           
1H. Election of Director: Luther C. Kissam Management For For  
           
1I. Election of Director: Frederick M. Lowery Management For For  
           
1J. Election of Director: Raymond J. Milchovich Management For For  
           
1K. Election of Director: Deanna M. Mulligan Management For For  
           
1L. Election of Director: Steven M. Sterin Management For For  
           
2. Advisory Resolution to Approve Executive Compensation Management For For  
           
3. Ratification of the appointment of Management For For  
  PricewaterhouseCoopers LLP as the Company’s        
  independent registered public accounting firm for 2022        
           
4. Independent Board Chair Shareholder Against For  

 

 

MCDONALD’S CORPORATION
       
Security 580135101 Meeting Type Contested-Annual
       
Ticker Symbol MCD Meeting Date 26-May-2022
       
ISIN US5801351017 Agenda 935606965 - Management

 

Item Proposal Proposed Vote For/Against  
    by   Management  
             
1. DIRECTOR Management      
             
  1 Lloyd Dean   For For  
             
  2 Robert Eckert   For For  
             
  3 Catherine Engelbert   For For  
             
  4 Margaret Georgiadis   For For  
             
  5 Enrique Hernandez, Jr.   For For  
             
  6 Christopher Kempczinski   For For  
             
  7 Richard Lenny   For For  
             
  8 John Mulligan   For For  
             
  9 Sheila Penrose   For For  
             
  10 John Rogers, Jr.   For For  
             
  11 Paul Walsh   For For  
             
  12 Miles White   For For  
             
2. Advisory vote to approve executive compensation. Management For For  
             
3. Advisory vote to ratify the appointment of Ernst & Young Management For For  
  LLP as independent auditor for 2022.        
             
4. Advisory vote on a shareholder proposal requesting to Shareholder Against For  
  modify the threshold to call special shareholders’        
  meetings, if properly presented.        
             
5. Advisory vote on a shareholder proposal requesting a Shareholder Against For  
  report on reducing plastics use, if properly presented.        
             
6. Advisory vote on a shareholder proposal requesting a Shareholder Against For  
  report on antibiotics and public health costs, if properly        
  presented.        
             
7. Advisory vote on a shareholder proposal requesting Shareholder Against For  
  disclosure regarding confinement stall use in the        
  Company’s U.S. pork supply chain, if properly presented.        
             
8. Advisory vote on a shareholder proposal requesting a Shareholder Against For  
  third party civil rights audit, if properly presented.        
             
9. Advisory vote on a shareholder proposal requesting a Shareholder Against For  
  report on lobbying activities and expenditures, if properly        
  presented.        
             
10. Advisory vote on a shareholder proposal requesting a Shareholder Against For  
  report on global public policy and political influence, if        
  properly presented.        

 

 

WALMART INC.
       
Security 931142103 Meeting Type Annual
       
Ticker Symbol WMT Meeting Date 01-Jun-2022
       
ISIN US9311421039 Agenda 935613491 - Management

 

Item Proposal Proposed Vote For/Against  
    by   Management  
           
1a. Election of Director: Cesar Conde Management For For  
           
1b. Election of Director: Timothy P. Flynn Management For For  
           
1c. Election of Director: Sarah J. Friar Management For For  
           
1d. Election of Director: Carla A. Harris Management For For  
           
1e. Election of Director: Thomas W. Horton Management For For  
           
1f. Election of Director: Marissa A. Mayer Management For For  
           
1g. Election of Director: C. Douglas McMillon Management For For  
           
1h. Election of Director: Gregory B. Penner Management For For  
           
1i. Election of Director: Randall L. Stephenson Management For For  
           
1j. Election of Director: S. Robson Walton Management For For  
           
1k. Election of Director: Steuart L. Walton Management For For  
           
2. Advisory Vote to Approve Named Executive Officer Management For For  
  Compensation        
           
3. Ratification of Ernst & Young LLP as Independent Management For For  
  Accountants        
           
4. Report on Animal Welfare Practices Shareholder Against For  
           
5. Create a Pandemic Workforce Advisory Council Shareholder Against For  
           
6. Report on Impacts of Reproductive Healthcare Shareholder Against For  
  Legislation        
           
7. Report on Alignment of Racial Justice Goals and Starting Shareholder Against For  
  Wages        
           
8. Civil Rights and Non-Discrimination Audit Shareholder Against For  
           
9. Report on Charitable Donation Disclosures Shareholder Against For  
           
10. Report on Lobbying Disclosures Shareholder Against For  

 

 

COMCAST CORPORATION
       
Security 20030N101 Meeting Type Annual
       
Ticker Symbol CMCSA Meeting Date 01-Jun-2022
       
ISIN US20030N1019 Agenda 935613693 - Management

 

Item Proposal Proposed Vote For/Against  
      by   Management  
             
1. DIRECTOR Management      
             
  1 Kenneth J. Bacon   For For  
             
  2 Madeline S. Bell   For For  
             
  3 Edward D. Breen   For For  
             
  4 Gerald L. Hassell   For For  
             
  5 Jeffrey A. Honickman   For For  
             
  6 Maritza G. Montiel   For For  
             
  7 Asuka Nakahara   For For  
             
  8 David C. Novak   For For  
             
  9 Brian L. Roberts   For For  
             
2. Advisory vote on executive compensation Management For For  
           
3. Ratification of the appointment of our independent Management For For  
  auditors          
             
4. To report on charitable donations Shareholder Against For  
             
5. To perform independent racial equity audit Shareholder Against For  
             
6. To report on risks of omitting “viewpoint” and “ideology” Shareholder Against For  
  from EEO policy        
             
7. To conduct and publicly release the results of an Shareholder Against For  
  independent investigation into the effectiveness of sexual        
  harassment policies        
             
8. To report on how retirement plan options align with Shareholder Against For  
  company climate goals        

 

 

CATERPILLAR INC.
       
Security 149123101 Meeting Type Annual
       
Ticker Symbol CAT Meeting Date 08-Jun-2022
       
ISIN US1491231015 Agenda 935627729 - Management

 

Item Proposal Proposed Vote For/Against  
    by   Management  
           
1a. Election of Director: Kelly A. Ayotte Management For For  
           
1b. Election of Director: David L. Calhoun Management For For  
           
1c. Election of Director: Daniel M. Dickinson Management For For  
           
1d. Election of Director: Gerald Johnson Management For For  
           
1e. Election of Director: David W. MacLennan Management For For  
           
1f. Election of Director: Debra L. Reed-Klages Management For For  
           
1g. Election of Director: Edward B. Rust, Jr. Management For For  
           
1h. Election of Director: Susan C. Schwab Management For For  
           
1i. Election of Director: D. James Umpleby III Management For For  
           
1j. Election of Director: Rayford Wilkins, Jr. Management For For  
           
2. Ratification of our Independent Registered Public Management For For  
  Accounting Firm        
           
3. Advisory Vote to Approve Executive Compensation Management For For  
           
4. Shareholder Proposal - Report on Climate Shareholder Against Against  
           
5. Shareholder Proposal - Lobbying Disclosure Shareholder Against For  
           
6. Shareholder Proposal - Report on Activities in Conflict- Shareholder Against For  
  Affected Areas        
           
7. Shareholder Proposal - Special Shareholder Meeting Shareholder Against For  
  Improvement        

 

 
 

 

 

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.

 

The Cutler Trust

 

 

By: /s/ Erich M. Patten

Erich M. Patten, President

 

 

 

Date: July 25, 2022